Podcasts about sectors

Anthony Georgiades talks about the spike in venture capital funding, and how it is flowing into more select deals. He says much VC capital is focused on frontier AI names, but he talks about a refocus across sectors, by VC investors, on core distribution, unit economics, and revenue, when deploying capital. ======== 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

Rebecca Walser talks about why she believes markets are selling off tech as Friday's trading session continues that weakness in the sector. She discusses CapEx concerns surrounding hyperscalers like Alphabet (GOOGL) and Microsoft (MSFT), while highlighting sectors she sees having strong AI momentum. Rebecca also talks more about her expectations for the earnings season ahead. ======== 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

Markets in 2026 have been anything but quiet. While the headlines are dominated by the same handful of mega-cap AI names, something important is shifting underneath. Mid-cap growth stocks — and a broader understanding of market sectors — are stepping up in ways that could reshape portfolios for years to come.   We're diving deep into why understanding market sectors — and specifically why mid-cap growth deserves real estate in your thinking right now. Whether you're a DIY investor, a fellow advisor, or someone planning for your family's future, this matters.   Watch this episode on YouTube: https://youtube.com/live/Y-zQNjeB1gM?feature=share

Sheraz Mian previews a potentially strong Q2 earnings season for banks, driven by healthy consumer banking activity, trading revenues, and improving loan demand. He also examines slowing delinquency growth and highlights why sectors such as energy, transports, autos, medical, and consumer discretionary may face a tougher earnings outlook.======== 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

Ken Shreve and Ed Carson walk through Wednesday's market action and discuss key stocks to watch in Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Crazy Wisdom Podcast, host Stewart Alsop speaks with Ekaterina Matveeva, founder of Amolingua and Lingo Plus and co-organizer of AI roundtables with EcoCivilization. The conversation covers a wide range of AI-related topics, from the cultural implications of AI development across different countries to the evolution of Ekaterina's perspective on artificial intelligence—moving from initial anger and fear in 2023 to active participation in AI model design by 2025. They discuss the importance of including diverse cultural perspectives in AI training, the cross-country differences in AI regulation (comparing Argentina's human-out-of-the-loop approach to Europe's cautious stance), and the critical question of which sectors need humans in the decision-making loop. The discussion ventures into brain-computer interfaces and Neuralink, examining what happens when technology is removed and questioning whether healthy humans should pursue such enhancements, before touching on the future of personal AI models and the preservation of indigenous wisdom in AI training. You can connect with Ekaterina on LinkedIn to follow her work on AI, education, and cross-cultural technology development.Timestamps00:00 Stewart welcomes Ekaterina Matveeva, founder of Amolingua and Lingo Plus, discussing her work organizing AI roundtables with EcoCivilization05:00 Ekaterina shares her evolution from anger toward AI in 2023 to realizing collaboration potential, emphasizing importance of multicultural perspectives in AI development and training10:00 Discussion of Argentina's new AI liability bill creating human-out-of-loop systems, contrasting with Europe's human-in-loop requirements and different global regulatory approaches15:00 Safety considerations in robotics and AI development, comparing industrial automation standards across regions and discussing Pentagon's use of Anthropic with Palantir systems20:00 Exploring brain-computer interfaces and Neuralink developments, questioning enhancement versus necessity and examining motivations behind cognitive augmentation technologies25:00 Debating human capabilities beyond cognitive function, discussing nervous system, emotions, psychosomatics, and whether brain generates or receives thoughts30:00 Examining societal divisions from enhancement technologies, referencing Avatar and Years and Years series, questioning benefits for healthy individuals versus disability applications35:00 Discussing technological gaps between enhanced and standard populations, concerns about corporate seduction into cybernetic modifications, and lack of long-term safety studies40:00 Questioning who frames AI conversations and trains models, exploring dominant worldviews embedded in AI systems and Vatican-Anthropic collaboration implications45:00 Stewart shares mistakes with Facebook biometric data and building personal AI infrastructure, emphasizing importance of controlling your own models and data50:00 Analyzing whether massive data collection actually improves AI training, questioning if user conversations become buried garbage rather than meaningful model improvements55:00 Ekaterina discusses plans for organizing more roundtables, integrating indigenous wisdom into AI training, and connecting on LinkedIn for future collaborationsKey Insights1. Ekaterina Matveeva's perspective on AI has evolved significantly since 2023, moving from initial anger and fear about AI's impact on education and translation work to becoming actively involved in AI development and training. She realized that instead of resisting AI advancement, she could participate in shaping it by contributing her expertise in education, language, and cross-cultural communication. This shift represents a broader realization that diverse participation in AI development is crucial for creating more versatile and culturally sensitive models rather than allowing a monopoly of values from any single country or culture.2. The conversation highlights fundamental differences in AI regulation across regions, with Europe implementing human-in-the-loop requirements and comprehensive safety measures, while Argentina is reportedly creating frameworks for human-out-of-the-loop AI systems with limited liability. The United States falls somewhere between these approaches, pursuing rapid advancement with fewer regulatory constraints. These divergent approaches reflect different cultural values and priorities, raising important questions about whether AI development should prioritize efficiency and profit or human oversight and control in critical infrastructure sectors.3. Both speakers express concern about brain-computer interfaces like Neuralink, questioning the motivation behind enhancing cognitive abilities when humans already possess multiple forms of intelligence including emotional, cultural, and bodily intelligence. The primary applications demonstrated so far appear limited to video games and potentially military applications, raising questions about whether the technology serves genuine human needs or merely represents an attempt to compete with robots. The speakers emphasize that humans are already complete beings with sophisticated nervous systems, senses, and capabilities that extend far beyond cognitive processing.4. A critical insight emerges around the question of what happens when advanced technologies are removed or turned off. This applies both to brain-computer interfaces and to broader civilization infrastructure dependencies. The speaker shares experiences from 2020 of attempting to live independently in rural California, discovering the challenges of isolation and self-sufficiency. This relates directly to concerns about creating dependencies on technologies where the software ownership and control remain unclear, particularly when those technologies become integrated into human bodies or essential services.5. The discussion reveals concerns about increasing societal division based on access to enhancement technologies. Beyond existing financial inequalities, the speakers worry about a future where people who can afford biological and technological enhancements will advance rapidly while others are left behind. This isn't about disadvantaging certain groups but rather about creating an unbridgeable gap between enhanced early adopters and what they call standard populations who may be intelligent people maintaining traditional ways of life but lacking access to expensive enhancement technologies.6. Matveeva emphasizes the importance of including diverse cultural perspectives, particularly indigenous wisdom and Buddhist traditions, in AI training data. She argues that current AI models reflect the worldviews, values, and hierarchies of their predominantly Western designers, which influences the guidance these models provide to users worldwide. By incorporating wisdom traditions from various cultures, AI models could potentially become wiser and more culturally adaptive, serving diverse populations more effectively rather than imposing a single cultural framework globally.7. The speakers discuss the problematic nature of data collection and ownership in AI training, noting that massive amounts of user data may not actually be improving AI models as expected. There are indications that some AI companies are now specifically requesting users to help train models on their prompts, suggesting that simply collecting billions of conversations hasn't been as useful as anticipated. This raises questions about whether the data users have given away over the past several years has actually made significant impact or is simply buried in chunks of information that aren't effectively connected to meaningful improvements in AI performance.

Preview: Lance Gatling discusses Prime Minister Takaichi's 14-year plan to accelerate Japan's high-tech sectors. She maintains record popularity among conservatives and young people despite bold spending, supported by a culture that is impressively hardworking and devoted.

China and the EU have agreed to hold regular ministerial trade talks and deepen cooperation in emerging sectors like AI and green transition while addressing market access issues through dialogue.

Dana Lyons, fund manager and editor of the Lyons Share Pro website, joins me for an in-depth discussion around a number of market sectors and provides his technical insights and trading strategies around general US equity markets, some specific sector ETFS, and then commodities and resources stocks as it relates to oil, gold, silver, copper, rare earths, lithium, bitcoin, international markets, and emerging markets.   He makes the point that many sectors are working, even as mega-cap tech leadership has been rolling over. We discuss portfolio trading strategies, monitoring relative strength, where to sell the rips, and where to buy the dips.   Sectors and ETFs specifically addressed in this conversation:   (RSP) Invesco S&P 500 Equal Weight ETF (RZG) Invesco S&P SmallCap 600 Pure Growth ETF (RFG) Invesco S&P MidCap 400 Pure Growth ETF (FBT) First Trust NYSE Arca Biotech ETF  (FXH) First Trust Health Care AlphaDEX ETF (JETS) US Global Jets ETF (XLE) State Street Energy Select SPDR ETF (OIH) VanEck Oil Services ETF (GLD) SPDR Gold Shares (GDX) VanEck Gold Miners ETF (SLV) iShares Silver Trust (CPER) United States Copper Index (COPJ) Sprott Junior Copper Miners ETF (COPX) Global X Copper Miners ETF (REMX) VanEck Rare Earth/Strategic Metals ETF (LIT) Global X Lithium & Battery Tech ETF (BTC/USD) Bitcoin (EWY) iShares MSCI South Korea ETF (EWT) iShares MSCI Taiwan ETF (EEM) iShares MSCI Emerging Markets ETF (IEMG) iShares Core MSCI Emerging Markets ETF     Click here to visit the Lyons Share Pro website and learn more about Dana's investment services – https://lyonssharepro.com/     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.    

Though the tech-heavy Nasdaq is down 4% this week, market breadth keeps improving amid strength in other sectors. Consumer sentiment arrives today, and jobs data come next week. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. For illustrative purpose(s) only. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0130-0626) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Asia's energy security has always rested on a difficult bargain -- deep reliance on Middle Eastern crude in exchange for scale, proximity and established commercial relationships. The recent conflict tested that bargain in real time, forcing refiners, traders and governments to reroute supply, reassess risk and confront the true cost of dependence. As risk premiums fade and markets move from crisis response to post-war recalibration, the bigger question is no longer just where the next cargo comes from -- it is whether Asia can build a more resilient energy supply system. In this  episode of Platts Oil Markets podcast by S&P Global Energy, Asia Energy Editor Sambit Mohanty discusses with Calvin Lee, head of Asia content at Platts, and Nick Sharma, head of global upstream insights at CERA, how the supply shock is reshaping Asia's crude sourcing and refining economics, as well as building a case for more investment in domestic oil and gas production.

There's been some flare-ups in the AI and chip sectors and experts have raised concerns. There's been drops on the Nasdaq and S&P 500, and investors are questioning the huge amount of spend on AI. Milford Asset Management's Jeremy Hutton explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

In this episode of the HR business marketing podcast, A Better HR Business, Ben and his guests, Stephen Anderson (CEO) and Marc Harrison (Account Director) discuss how crooton is transforming recruitment marketing with hyper-targeted, data-driven strategies. crooton is a recruitment marketing business specialising in location-based recruitment marketing powered by its proprietary, highly targeted technology. The company helps employers promote job vacancies directly to the right people in the right locations at the right time, rather than relying on candidates actively searching for roles. This approach enables organisations to reach both active and passive candidates, improving the quality of applications while often reducing cost compared with traditional recruitment agencies. By combining AI-driven insights with human expertise (“AI + HI”), crooton uses data to inform targeting while its recruitment specialists refine campaigns for maximum effectiveness. The team—made up of recruiters, data experts, developers, and digital marketers—designs and delivers tailored campaigns that improve ROI, strengthen employer brand visibility, and attract candidates who are more likely to stay longer and perform well. Founded in 2019 by Stephen Anderson, crooton was created to challenge traditional recruitment models and deliver better outcomes for employers in terms of cost and candidate quality. During the Covid-19 pandemic, the business supported large-scale NHS recruitment campaigns, which helped establish its reputation for high-impact, location-based hiring solutions across healthcare and other high-volume sectors. Today, crooton works with SMEs, global brands, and non-profit organisations to deliver strategic recruitment and digital marketing campaigns worldwide. Its technology and approach have also expanded into broader marketing services, enabling clients to run highly targeted, location-driven campaigns that connect them with the right audiences at scale. You'll hear practical strategies for finding consulting clients, marketing for HR & workplace consultants, and using AI in consulting. Whether you identify as HR, workplace, L&D, OD, recruitment, or people & culture, you'll discover real stories and actionable advice to attract clients, win contracts, and grow sustainably. What You'll Learn in This Episode: How hyper-targeted geofencing campaigns help win large recruitment projects The emerging challenges (and solutions) with AI-driven application volumes in recruitment Why crooton's real-time tools and bespoke approach drive better ROI for recruitment clients Episode highlights: What crooton is and how it helps employers attract talent using geofencing and hyper-targeted campaigns. Why targeted local advertising is more effective than mass-market strategies for specific hiring needs. Sectors and role types where crooton's approach is most impactful (healthcare, logistics, retail, hospitality). The shift towards hyper-targeting and how it reduces wasted ad spend. How advances in AI have created new challenges with high application volumes—and how crooton's Crucial tool addresses this. Ways to identify and focus on quality applicants rather than just volume, and the importance of real-time campaign optimisation. The development and benefits of Atlas, a tool for visualising and planning recruitment campaigns collaboratively with clients. The role of face-to-face events, partnerships, and content marketing in crooton's growth strategy. Why effective recruitment increasingly relies on a balance of AI technology and human judgement. How Crooton Markets and Grows Their Business Using their own geofencing technology to target decision-makers at trade shows and industry events. Running digital billboard campaigns around key event venues to ensure visibility to relevant audiences. Attending and networking at recruitment events, conferences, and think tanks to directly engage potential clients. Building partnerships with complementary tech providers and RPOs to reach larger clients and co-market services. Publishing an online and print industry magazine, Untapped, to share stories and insights and extend brand reach. Resources & Links Mentioned: Company's website: www.crooton.com Stephen's LinkedIn: www.linkedin.com/in/stephen-anderson-993427a Marc's LinkedIn: www.linkedin.com/in/marcharrison1 Check out this B2B podcast launch service. About The A Better HR Business Podcast The A Better HR Business shares strategies, tactics, success stories, and more about marketing for HR consultancies and marketing for HR tech companies, and how to get more clients. Follow the show on Apple Podcasts or Spotify so you don't miss future episodes. For show notes and to see details of our previous guests, check out the podcast page here: www.GetMoreHRClients.com/Podcast HR BUSINESS GROWTH RESOURCES Get the new book - Grow A Successful HR Business Your Way Launch your own business podcast: B2B Podcast Agency VISIT GET MORE HR CLIENTS Want more clients for your HR-related consultancy or HR Tech business? Visit the Get More HR Clients website for articles, newsletters, podcasts, videos, resources, and more at www.getmorehrclients.com.

More small and medium businesses are looking to trim the fat after years of constant pressure. MyHR data shows in the first three months of the year, the hospitality industry recorded 191% more restructures than in the previous quarter. Financial and insurance sectors had their highest levels of restructuring in two years. MyHR spokesperson Sylvie Thrush Marsh told Mike Hosking businesses aren't always turning to redundancies. She says some may be dropping a shift or trimming hours to save jobs. Thrush Marsh says it's reaching a crunch point for a lot of businesses – there's been high interest rates for most of 2023 and 2024, with tariffs and the Strait of Hormuz closure. LISTEN ABOVE See omnystudio.com/listener for privacy information.

CISA's Mission to Protect Critical Infrastructure. Guest: Francis Rose. Acting Director Nick Anderson explains CISA's role as a vital clearinghouse for cyber threat information across federal and private sectors. Since 85% of critical infrastructure is privately owned, CISA focuses on information exchange to prevent bad actors from moving laterally to disrupt water or power supplies. 16DC 1936

Episode 523 00:00 Introduction 01:02 Gold and Silver not risk free 02:35 Bonds aren't safe either 03:00 10 year Treasury dismal performance 04:23 Oil prices dropping 05:31 3 Best S&P 500 Sectors 08:00 Industrial Technology long term trend 09:00 I own Companies not Commodities 12:08 Technology, Materials, Industrials 13:37 You missed the bottom, not the opportunity Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Preview for Later Today: Veronique de Rugy examines Thomas Piketty's "degrowth" plan, which uses a global wealth tax to cap income. The proposal seeks to shrink manufacturing and leisure sectors to address global inequality and climate change.1807 TILSIT

In this episode, Scott Becker discusses the shifting balance between mega cap technology stocks and traditional blue chip companies, highlighting how market rotations can create opportunities across both sectors.

In this episode, Scott Becker discusses the shifting balance between mega cap technology stocks and traditional blue chip companies, highlighting how market rotations can create opportunities across both sectors.

Natalie Ecanow Natalie Ecanow tracks $400 billion in Qatari investments across US sectors. Managed by the autocratic Al Thani family, these funds often conflict with American interests, including the regime's public support for leaders of Hamas.1894

On this week's episode of Valley of Depth, we sit down with Ross Fubini, Managing Partner at XYZ Venture Capital, for a conversation about what it actually means to be early in a market nobody believed in. Ross wrote the first check into Anduril in 2016, alongside Founders Fund, before defense tech was a category, before the term sheet wars, and before the word "primes" became a punchline on X. He did it because he'd spent years inside the Palantir network and understood something others couldn't see from the outside: that the company was an unparalleled crucible for entrepreneurial talent, churning out founders who knew how to sell technology to the hardest customer in the world. XYZ has since backed 40+ Palantir alumni across 130+ companies, and the firm now sits at over $1.5B under management. We cover: Why Ross knew Anduril would win from day one and why he still underestimated how big it would get The Palantir thesis: what he saw in that network in 2017 that everyone else missed How the defense tech landscape has gone from "nobody will return your calls" to drunk pirates chasing cash Where the market is overcrowded and where there's significant whitespace How to invest in the SpaceX ecosystem without getting eaten by it What good board work actually looks like when a company is in trouble His case for why the best venture insight is almost always about a market shifting not just a great team • Chapters • 00:00 – Episode Trailer 00:46 – From engineer to investor 04:49 – What Ross saw in Palantir before anyone else was talking about them 06:43 – The founding story and pitch of XYZ 09:42 – How Ross's engineering background informs his investing 14:01 – The market moving around technology 16:14 – What Ross thought would be the outcome of his Anduril investment 17:40 – The truth in the assumption of the US government being a reliable customer in defense tech 23:54 – Anduril vs. other defense tech firms 26:48 – Sectors that Ross is hesitant on 28:35 – Capabilities on Ross's radar 30:02 – SpaceX IPO 33:26 – Investing in an industry with a dominant player 36:19 – How much is Ross focusing on space vs. everything else? 38:42 – Hardest moment Ross has had with a founder 42:10 – How the VC community has evolved since Ross's time at Netscape 44:41 – What does Ross do for fun?   • Show notes • XYZ's' website — https://www.xyz.vc/ Ross's' socials — https://x.com/fubini Mo's socials — https://x.com/itsmoislam Payload's socials — https://x.com/payloadspace / https://www.linkedin.com/company/payloadspace Ignition's socials — https://x.com/ignitionnuclear / https://www.linkedin.com/company/ignition-nuclear/ Tectonic's socials — https://x.com/tectonicdefense / https://www.linkedin.com/company/tectonicdefense/ Valley of Depth archive — Listen: https://pod.payloadspace.com/   • About us • Valley of Depth is a podcast about the technologies that matter — and the people building them. Brought to you by Arkaea Media, the team behind Payload (space), Ignition (nuclear energy), Decoding Bio (biotech) and Tectonic (defense tech), this show goes beyond headlines and hype. We talk to founders, investors, government officials, and military leaders shaping the future of national security and deep tech. From breakthrough science to strategic policy, we dive into the high-stakes decisions behind the world's hardest technologies. Payload: www.payloadspace.com Tectonic: www.tectonicdefense.com Ignition: www.ignition-news.com Decoding Bio: www.decodingbio.com

Preview for Later Today: Liz Peek warns that rising oil prices, fueled by Middle East tensions, are infiltrating sectors like transportation and chemicals, likely causing a significant Consumer Price Index spike and complicating efforts to reach inflation targets.1951 STORK CLUB

Ahmad Sharawi details how lifting Syria's terror designation would grant the government access to significant capital. This change would encourage Gulf investors to fund critical sectors, increasing their influence within the country. (4)2898 Damascus

A conversation with Josh Gilbert, head of geospatial strategy, ISS STOXX Sustainability, on how geospatial intelligence is reshaping climate and nature risk analysis for investors.Data overload or data goldmine? Investors race to decode nature's signalsQuestion:How can geospatial tools help investors move from climate risk mapping to nature risk management, and what does this mean for investment decisions?Answer:Geospatial data, like satellite imagery and sensor data, has moved from being a reporting tool to a strategic asset for investors. According to Josh Gilbert, head of geospatial strategy, ISS STOXX Sustainability, the challenge is no longer data starvation but “data digestion”: translating abundant, complex environmental data into clear, actionable financial insights. Sectors with tangible assets (like mining, real estate, and infrastructure) are most directly impacted, but as supply chains and nature risks become more visible, all asset classes are affected. The investors who learn to integrate geospatial and nature data into their decision-making will gain a competitive edge.Why it matters:For investors, this shift means that understanding climate and nature risks is no longer optional or just a compliance exercise. The ability to interpret and act on geospatial data will increasingly drive portfolio resilience, risk management, and even alpha generation. Those who treat nature and climate data as core investment signals, not just pretty dashboards, will be better positioned in a volatile, changing world.Sources:• Josh Gilbert, head of geospatial strategy, ISS Stoxx Sustainability• Michelle Baltazar, executive director of media, FS Sustainability• European Space Agency, SustGlobal, Responsible Investing Association Australia• Industry frameworks: TCFD, IFRS, SASBTimestamps:00:00 Data digestion vs data starvation01:15 Guest background: from economics to geospatial strategy03:22 Why investors struggle with climate and nature risk04:59 How geospatial data moves from reporting to real investment insight06:22 Sectors most impacted by climate and nature risk08:44 Misconceptions: dashboards vs actionable metrics10:53 Nature risk management: real-world examples12:32 The next decade: AI, numeric models, and financial integration15:32 Competitive edge for early adopters16:56 Final thoughts and wrap-upWe record on Gadigal land and we pay our respects to the traditional custodians of country and elders past and present.https://www.fssustainability.com.au/*Both FS Sustainability and ISS STOXX Sustainability are owned by ISS STOXX.This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

Stijn Schmitz welcomes Francis Hunt back to the show. Francis Hunt is known as a Renegade Trader, Analyst, and Founder of The Market Sniper. Hunt observes that the South Korean KOSPI index has surged an extreme 291% in just over a year, driven almost entirely by two stocks—Samsung and SK Hynix—amid the AI boom. This narrow advance mirrors the concentrated gains in the NASDAQ but is even more pronounced. Despite the export revenues from these tech giants, the Korean won is weakening, which Hunt attributes to foreign investors withdrawing profits and domestic retail investors piling in on record margin, a classic “Shushan boy” setup. He believes a currency crisis looms for South Korea, exacerbated by higher energy import costs that deplete dollar reserves. These energy cost pressures are part of a broader stagflationary environment that Hunt argues is intentionally manufactured. He contends stagflation enriches billionaires who hold assets while impoverishing the middle class and blue-collar workers through higher living costs and eventual job losses. This, he says, socializes costs and devalues debt for the wealthy, while governments later turn to predatory taxation, such as capital gains levies, to strip further value from citizens. In this context, Hunt maintains that precious metals—gold, silver, and platinum—are the prime beneficiaries. While gold and silver have experienced a corrective pause after an enormous run-up, he views the three-wave selling pattern as a healthy reset within a long-term bullish structure. His technical target for silver stands at $333, derived from a falling wedge pattern on the quarterly chart, which he expects will resume once the current consolidation resolves. Hunt advises concentrating wealth in monetary metals rather than diversifying across commodities like copper or lithium, which may rise nominally but lag in real gold-ounce terms. He notes the gold-silver ratio could see a short-term squeeze upward but remains structurally bearish long-term. For miners, he suggests selectivity, as rising energy costs have pressured some, though those with growing ounce profiles remain attractive. Timestamps: 00:00:00 – Introduction 00:00:40 – World Volatility and Market Trends 00:01:40 – South Korea AI Trade Setup 00:08:47 – South Korea Currency and Charts 00:25:09 – Long-Term Silver Thesis 00:27:33 – Precious Metals Market State 00:30:03 – Sectors and Inflationary Pressure 00:32:03 – Nasdaq Vs. Gold Predictions 00:35:00 – Equity Valuation Setup 00:36:10 – Short-Term Gold Outlook 00:44:30 – Gold & Silver Long-Term Thesis 00:55:40 – Copper & Other Commodities 01:00:30 – Market Sniper Wrap Up Guest Links: X: https://x.com/themarketsniper X: https://x.com/thecryptosniper Website: https://themarketsniper.com YouTube: https://www.youtube.com/user/TheMarketSniper Francis is a trader, first and foremost. Unlike most educators in the trading space, Francis walks the walk and talks the talk, with 30 years of experience trading his personal capital on various markets and instruments. Through this passion for trading and his relentless study of markets and economic theory, he uses the Hunt Volatility Funnel trading methodology, a systemized approach, to answer the critical question: What is the next most profitable trade? He believes the actual price of an asset is the most accurate reflection of all the factors that influence it. Practical technical analysis, the study of price action over time, is needed to formulate profitable trade ideas. Indeed, with all the market manipulation and high-frequency trading operations currently in play, technical analysis is all that can be relied upon when it comes to formulating future price trends. A trained eye can often spot such manipulative practices, as is the case with HVF traders. Therefore, the HVF methodology is based purely on technical analysis. Francis is passionate about sharing his knowledge and understanding of markets by utilizing his HVF trading methodology. With entertaining anecdotes and the careful guidance of his students, he has already trained a large community of hundreds of traders and helped them transform from complete newbies to seasoned trading professionals. He genuinely loves sharing his knowledge and strategies with others who are committed to finding freedom through trading. Plus, teaching strengthens his trading abilities while helping to build a vibrant community of successful traders.

In this episode of Capital for Good we speak with Bob Steel, partner and vice chairman of Perella Weinberg Partners, whose career has spanned the pinnacles of business, government and nonprofit leadership. Following nearly three decades at Goldman Sachs, Steel held senior roles at the US Treasury, as Under Secretary for Domestic Finance under President George W. Bush, and in New York City government as Deputy Mayor for Economic Development under Mike Bloomberg; was CEO of Wachovia Corporation and Perella Weinberg; and along the way has served on numerous boards, corporate and civic, including at major universities like Duke, important ideas and policy organizations like the Aspen Institute, and several of New York City's anchor institutions. We begin with some of the formative individuals and institutions that would shape Steel's trajectory: his parents, who set an example of service to their North Carolina community; the attention of Dr. Joel Fleishman, a Duke Professor who challenged Steel to become a more engaged student; and the opportunity to join Goldman Sachs in 1976 when John Whitehead and John Weinberg took over the leadership of the firm. "I got on the bus at the right time," Steel says. Steel describes what it was like to work at Goldman Sachs in a period of extraordinary growth and globalization. Over close to three decades, he built several businesses across the US and Europe — "multiple careers in one institution" — and ultimately served as the firm's vice chairman and member of its management committee. "The moral of the story," he observes, "is that well-led firms that are growing create opportunities that are pretty special." In 2006, at the urging of fellow Goldman Sachs partner — and recently confirmed US Treasury Secretary Hank Paulson — Steel went to Treasury to serve as Under Secretary for Domestic Finance. Within a year, the country was in the throes of the financial crisis, and with the support of Paulson and Fed Chair Ben Bernanke, Steel and his colleagues labored to prevent the worst impacts of the crisis on the American people, and to begin to steer the economy to more stable ground. After Treasury, Steel returned to the private sector as CEO of Wachovia, where he led the bank's sale to Wells Fargo. Soon after Mike Bloomberg recruited him to serve as Deputy Mayor for Economic Development, where he would oversee the administration's five borough economic development strategy and job creation efforts across more than a dozen city agencies: tens of thousands of employees and billions of dollars in annual operating budgets. We discuss a number of the major initiatives that Steel and the Bloomberg team undertook, among them the creation of the Cornell Technion campus, today a center of applied science in the city and region. We also discuss Mayor Bloomberg's vision for long-term investments, and the latitude given to an exceptional and collegial cohort of talented commissioners. "It might be my best job ever, I learned so much," Steel says. Through these experiences, Steel has come to understand the distinct but complementary roles of the private, public, and nonprofit sectors, and their respective and mutually supportive "vectors of leverage." "You can't have successful business without government," he believes, "and you can't have good government without successful businesses. And then you add NGOs that provide exceptional seasoning and consciousness that is beneficial." Although no longer at city hall, Steel remains deeply involved in the life of the city, with board roles at Lincoln Center, Rockefeller University, the Hospital for Special Surgery, the Economic Club of New York, the Partnership for New York City, The Morgan Library, and the New York Climate Exchange. We touch on New York's recovery from the pandemic; why some of today's challenges, including affordability, are a function of the city's success (i.e., not enough housing for all the people who want to be in New York); the competition from smaller cities across the country as attractive places to live and work; and the opportunity and imperative to make long-term investments in the city's future: schools, infrastructure, arts, parks, among them.  We conclude where the conversation began: "I'm so appreciative of the organizations and people that helped me grow," Steel says. "If you did a balance of trade, I've gained so much more than I gave that I feel incredibly fortunate."   Mentioned in this episode: Cornell Tech  

Jason and Jeff break down 15 essential investing terms that are constantly thrown around in the financial world. The duo translates Wall Street jargon into plain English, explaining the difference between GAAP and non-GAAP metrics, why enterprise value is often more important than market cap, and how to efficiently navigate SEC filings such as 10-Ks and S-1s. Whether you're trying to figure out if your portfolio is properly allocated, want to understand where you sit in the capital stack during a bankruptcy, or just need to know what Charlie Munger really thought about adjusted EBITDA, this episode serves as the perfect reference guide for new and experienced investors alike. 03:24 GAAP vs Non GAAP Basics 05:26 Adjusted Metrics and Context 09:14 Dividends Distributions and Taxes 14:02 SEC Filings Overview 17:06 10-K 10-Q and Using AI 21:29 Proxy Statements and Incentives 22:48 S-1 IPO Filings Explained 25:29 Asset Allocation and Position Sizing 28:31 Bull Bear and Market Corrections 32:08 Board of Directors Role 33:27 Board Fiduciary Duties 35:03 Capital Basics Explained 37:33 Debt vs Equity Stack 41:33 Bond Market Signals 42:15 Dollar Cost Averaging 44:05 Earnings and EPS 48:31 FFO for REITs 51:08 Market Cap vs EV 54:18 Cash Flow vs Free Cash 57:25 Funds Indexes and ETFs 59:37 Sectors vs Industries 01:00:44 Valuation Metrics Overview Companies mentioned: AAPL, BN, BRK.B, COST, MA, SAVE, TSLA, TXN, V Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our PatreonSubscribe to our portfolio on Savvy Trader Learn more about your ad choices. Visit megaphone.fm/adchoices

Jessica talks with Leigh Marz, Author, Collaboration Consultant, and Rhythm & Motion Dance Instructor and Choreographer. She and Justin Zorn co-authored the book Golden: The Power of Silence in a World of Noise, published by HarperCollins and translated into 15 languages worldwide.Leigh's favorite way to find internal silence is on the thumping dance floor! She's a choreographer and dance instructor with Rhythm & Motion, a high-energy dance workout program that cultivates a welcoming, accepting atmosphere for all people regardless of age, ability or background.Leigh's third Ampersand is as a collaboration consultant. She's led diverse initiatives, including a training program to promote an experimental mindset among multi-generational teams at NASA. She's also facilitated a decade-long cross-sector collaboration to reduce toxic chemicals in partnership with the Green Science Policy Institute, Harvard University, Kaiser Permanente, and many others.Follow Leigh at:https://leighmarz.com/https://www.rhythmandmotion.com/https://astreastrategies.com/Learn more about Jarvis Jay Masters at https://www.freejarvis.org/~About The Ampersand Manifesto:What happens when you refuse to choose just one path? On The Ampersand Manifesto, host Jessica Wan sits down with “the most interesting people at the dinner party” – those who have made their mark in two or more seemingly different worlds. Through candid conversations, we explore what it takes to navigate multiple callings, find the connection points between them, and redefine success on our own terms. Together, we're co-creating The Ampersand Manifesto: principles for leading a multi-passionate life.~About your host, Jessica Wan:Executive Coach | Classical Singer | Former Marketing Leader & Tech ExecutiveJessica helps founders and leaders make the invisible visible. With 20+ years of experience scaling brands like Apple, Smule, and the San Francisco Opera, and as an ICF-certified executive coach, she provides the clarity and strategy needed to lead bravely and find fulfillment in a multi-passionate life.Work with Jessica: Book a Free Intro CallJoin The Cohort: An Ampersand Community for Dual-Career ProfessionalsFollow the Journey: @ampersandmanifestoConnect: Jessica's LinkedInListen: Singing Excerpts~CreditsCo-produced and hosted by ⁠Jessica Wan⁠Co-produced, edited, sound design, and original music by ⁠Carlos Schmitt

Espionage isn't just about microchips and safehouses; it's about surviving the brutal wilderness to watch an adversary unawares. Clark Impastato breaks down the grueling realities of long-range reconnaissance patrols (LRRPs) designed to intercept enemy communications and movements. Discover the patience, technology, and sheer endurance needed to gather critical intelligence from the shadows.

A new study has found women working in sectors with an obvious gender pay gap are not just broke, but broken. Researchers at AUT spoke with 47 Lead Maternity Care midwives and their families about their wellbeing and family life. They say what they found was "confronting" Being on 24/7 call with high caseloads led to foregoing sleep, healthy eating, and exercise - contributing to illness and injury. Lead author of the study, James Greenslade-Yeats, a research fellow at AUT Business School spoke to Lisa Owen.

① Xizang targets 7% GDP growth in 2026, well above national average. Which sectors will lead this highland growth?(00:50) ② China wins 90% of global VLCC orders. How does China maintain this shipbuilding edge?(13:30) ③ Cuban president calls US charges against Raul Castro politically motivated. What's Washington's real aim?(25:00) ④ Netanyahu says Israel now controls roughly 60% of the Gaza Strip despite truce. What does the future hold for Gaza?(34:10) ⑤ Germany unveils high-tech roadmaps to enhance competitiveness. Can Germany still catch up globally?(44:55)

WTFinance Substack - https://substack.com/@anthonyfatseasInterview recorded - 14th of May, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on David Hunter. David is the Chief Macro Strategist of Contrarian Macro Advisors, with 52 year experience on Wall Street, with a contrarian philosophy that has allowed him to forecast economic cycles well ahead of the crowd.During our conversation we spoke about his current S&P targets, geopolitical impact, risk of economic crisis, sectors to outperform, gold and silver bull market and more. I hope you enjoy!0:00 - Introduction1:00 - 9500 still S&P price target?2:04 - Geopolitical Impact3:24 - Demand destruction6:43 - Peace agreement?9:37 - FED increasing rates13:20 - Kevin Warsh impact?17:40 - Trump & Xi19:56 - US/China cooperative relationship22:41 - Sectors to outperform27:04 - SAAS30:46 - Gold and Silver price action34:55 - Debt issues36:27 - Bailing out the financial system40:38 - Most contrarian position43:32 - One message to takeaway?David is an investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. His strong macro capabilities combined with a contrarian philosophy have allowed me to forecast economic cycles and spot market trends well ahead of the consensus. David is an intellectually honest, independent thinker comfortable with charting a course away from the crowd. Accomplished stock picker and value-oriented portfolio manager.David Hunter - Twitter - https://twitter.com/DaveHcontrarianLinkedIn - https://www.linkedin.com/in/david-hunter-668ba015/WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Dave Sekera, chief U.S. market strategist at Morningstar, says now is a good time to take money out of tech and growth stocks and move them into value-oriented companies. He argues the AI trade is running out of steam and labels the memory trade as overvalued, pointing to Micron (MU) and SanDisk (SNDK) as examples. Dave also touches on global headwinds facing equities that could hinder a further run in equities. That said, he sees corners of the market will plenty of upside potential. ======== 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

Another week of market action is in the books, and on this week's Money Wise, the team breaks down the key developments investors are watching. Market performance was relatively muted this week, with the Dow Jones Industrial Average slipping about 0.2%, while the S&P 500 posted a modest gain of 0.1% and the Nasdaq finished slightly lower by 0.1%. Despite the quiet week, year-to-date returns remain strong, with the Dow up 3%, the S&P 500 ahead by 8.2%, and the Nasdaq leading with a gain of 12.8%. The Money Wise guys note that one of the most important developments was the continued rise in the 10-year Treasury yield, which climbed to 4.6%, its highest level since early last year. Much of the discussion focused on the relationship between rising interest rates and market leadership. Historically, higher rates tend to put pressure on stocks with elevated valuations, particularly within technology and growth sectors. However, the group observed an interesting rotation taking place beneath the surface, with several software companies attracting renewed investor interest despite the rate backdrop. The conversation also highlighted opportunities within sectors such as healthcare and utilities, which have lagged behind the broader market despite possessing attractive fundamentals. The broader takeaway emphasized that while interest rates remain an important market driver, investors should continue focusing on long-term fundamentals and valuation rather than short-term market rotations. Opportunity in Overlooked Sectors While much of the market's attention remains focused on a handful of high-profile technology companies, opportunities can often emerge in sectors that have been overlooked by investors. During the discussion, the hosts highlighted areas such as healthcare and utilities, where valuations remain attractive despite solid underlying fundamentals. Rising interest rates and shifting market preferences have left some of these sectors out of favor, but that does not necessarily reflect their long-term business prospects. For investors willing to look beyond the market's most popular themes, overlooked sectors may offer compelling opportunities supported by earnings growth, cash flow, and fundamental value. In the second hour, the Money Wise guys share The Best Investment Advice Ever . You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcThe market is ripping higher… but something underneath just doesn't feel right. Tech is exploding, semis are flying, and it almost looks too easy right now. That's exactly why this breakdown matters.This is a real look at what's actually happening beneath the surface using OVTLYR, and it's not all sunshine. The S&P 500 keeps pushing up, but fewer stocks are doing the heavy lifting. That kind of narrow leadership? It usually comes with risk.Here's what's really going on:✅ Tech stocks surging hard while broader market participation weakens✅ Market breadth dropping, fewer stocks making new highs✅ Rising interest rates adding pressure on equities✅ VIX starting to creep up as traders quietly hedge✅ Commodities flashing mixed signals with inflation still in playOn paper, things look bullish. But under the hood, cracks are forming. The equal-weight S&P is lagging, new lows are rising, and sentiment is getting a little too comfortable. That's usually when things get interesting.OVTLYR data is pointing to a choppy, risk-heavy environment. Not a crash call, but definitely not a “go all in” moment either. Smart positioning matters more than ever right now.If you're in this market, this is the kind of insight you want before making your next move.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Our U.S. Healthcare Analyst Erin Wright discusses how health tracking and preventive diagnostics could influence healthcare costs and different industries, from fitness to retail.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Erin Wright, Morgan Stanley's U.S. Healthcare Services Analyst. Today – the emergence of the self-directed patient and its implications. It's Tuesday, May 12th at 10am in New York. A blood test ordered from your phone. A wearable that tracks your sleep or nudges you to move, recover, hydrate, or rethink last night's dinner. Preventive health is moving out of the clinic and into everyday life. And that shift is becoming an investable theme. In essence, healthcare is moving from reactive to proactive. Instead of waiting for symptoms, more consumers are using lab tests, wearables, imaging, and digital tools to spot some these risks earlier. And this shift reaches well beyond healthcare. On our estimates, the U.S. spends about [$]3.4 trillion annually on chronic diseases, including lost economic productivity. About [$]1.4 trillion of 2024 spend was tied to preventable disease. So the big investment question is: can earlier detection and behavior change bend the cost curve? We think expanded preventive testing, screening, and monitoring can help avoid roughly [$]200 billion to [$]800 billion of U.S. healthcare spend by 2050. That assumes preventive testing reduces preventable disease costs by about 10% to 30% based on our analysis. Direct-to-consumer lab testing lets people order lab tests directly, often online, without starting with a traditional doctor visit. We see this as a roughly $4 billion U.S. market, which has more than doubled since 2021. And it's no longer niche. Our AlphaWise survey found that about 34% of respondents completed a voluntary wellness lab test in the past three years. Among users, the average was 3.2 tests, suggesting this is not just a one-time behavior. The most common test was a general health profile, used by about 45 percent of recent testers. Wearables are the other part of the story. Our survey found that 41 percent of respondents currently use a wearable or fitness device, while another 22 percent are interested in getting one. More importantly, people are acting on the data. 34 percent of wearable users today regularly change behaviors or decisions based on their device, and 52 percent even sometimes do so, based on our survey. That creates a feedback loop. A wearable might flag poor sleep. A lab test might show elevated glucose. A digital health tool might suggest changes to diet or exercise, or follow-up care. Over time, prevention starts to feel less like an annual event and more like a daily habit. The sector implications are broad. In healthcare, more testing may initially actually increase utilization as people follow up on results. But over time, earlier detection could obviously support lower-cost of care and better chronic disease management. That also aligns with value-based care, where providers and payers are rewarded for better outcomes and lower total costs, not just simply more services. In consumer sectors, better health tracking could shape food choices, reduce demand for some indulgent categories, and support products tied to hydration, lower sugar, protein, and functional benefits. Fitness may also benefit as gyms evolve from just workout destinations into broader wellness platforms, with recovery and coaching, and preventive health services layered in. Imaging is another emerging area, as screening shifts from reactive diagnostics toward earlier disease detection. Of course, there is some risk that these health tracking and consumer-driven diagnostics trends could still prove to be a wellness craze rather than the new normal. Out-of-pocket costs, privacy concerns, inconsistent interpretations, and limited repeat testing are all real issues. But consumers are clearly taking more control of their health and increasingly asking, “What can I learn before I get sick?” Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Gary Vaughan from Daily Stock Picks tells us 2 truths and a lie (0:35) Why valuation matters (2:50) Energy and the 5 layer cake of AI (5:35) Knowing when to sell and buy is sector specific (9:40) Tech moats, storylines, and risk/reward (16:30) All things Apple (28:55) Taxes and investing (32:10) Trump's trip to China (35:00)Show Notes:Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)Know When To Hold 'Em And When To Fold 'EmCredo Technology Group: The Valuation Looks Absurd Until You Do The MathEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Both headline metrics in the CPI are high but in line with Wall Street estimates. Kevin Hincks outlines numbers underneath the headline driving the price climb, from energy and food to auto sales. He shares some concern in how the spike in energy prices can create a ripple effect in other sectors. President Trump's labeling of the U.S.-Iran ceasefire being on "life support" is the international story Kevin has his eyes on today. ======== 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

Most VCs talk about ownership. Few actually build it. Neil Sequeira, Co-Founder and General Partner at Defy, breaks down the unconventional strategies his firm uses to average 17 percent ownership across their seven highest marked portfolio companies — and why that number puts them up against any early stage manager in the country.Neil spent 12 years at General Catalyst before co-founding Defy a decade ago. In this conversation, he gets into why 75 percent of their deal flow never goes to market, how they made their biggest capital call on April 1st 2020 when venture investment was down 80 percent industry-wide, and why the most contentious deal at the partner meeting is usually the one that ends up doing the best.This is a masterclass in early stage conviction, portfolio construction, and what it actually means to partner with a founder for the long term.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWe talk about -- Why Defy keeps their partnership small on purpose, and how that directly drives better early stage returns- The April 1st 2020 capital call: how they deployed 20% of Fund 2 in the quarter venture fell 80% industry-wide- The three-bucket framework for evaluating investments, and why the founder bucket outweighs market knowledge and hard work combined- How Defy averages 17% ownership across their seven highest marked companies using strategies most VCs never think to use- The one early signal that has predicted every failed investment in their portfolio, and why they no longer rationalize past it---Timestamps:(00:00) - Preview(00:28) - Introduction to Neil Sequeira and Defy(02:05) - How Decision-Making Quality Changes as VC Firms Scale(05:54) - The Speed of Conviction in Large vs. Small Firms(07:20) - The Power of Proprietary Deals(08:52) - Neil's Most Formative Investment Decisions(13:25) - Why the "Person" is the Most Critical Investment Factor(16:39) - Case Study: When an Investment Thesis Evolves Significantly(20:40) - Evolving Portfolio Construction Across Different Funds(22:30) - The Impact of AI on Investment Strategy and Check Size(24:10) - Building Company-Creation Platforms (US Defense, Crypto)(25:25) - How LPs React to Evolving Fund Strategies(28:20) - A Contrarian Approach: Investing When the Market Goes Dark(32:39) - Initial Bets vs. Doubling Down on Winners(34:35) - How Defy Owns 17% of Their Best Companies(37:34) - Patterns in Failed Investments: Lessons from Hindsight(38:25) - The Red Flag of Founder Integrity Issues(40:15) - The Danger of Market Noise and Not Controlling Your Destiny(44:03) - Start of Rapid Fire Round(44:19) - Sectors and Regions of Investment(44:53) - Typical Stage of Investment(45:47) - Leading Investment Rounds(46:28) - Typical Check Size and Ownership Goals(47:38) - How to Connect with Neil and Defy(48:45) - ConclusionLinks:Defy - https://defy.vc/Connect with Neil Sequeira - https://www.linkedin.com/in/neil-sequeira-76739a40/Connect with Prashant: https://linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - ⁠https://vc10x.beehiiv.com⁠Subscribe on YouTube - ⁠https://youtube.com/@VC10X ⁠Subscribe on Apple Podcasts - ⁠https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986⁠Subscribe on Spotify - ⁠https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ⁠VC10X website - ⁠https://vc10x.com#VentureCapital #EarlyStageInvesting #StartupFunding #VC10X #NeilSequeira #Defy #PortfolioConstruction #FounderAdvice #VCPodcast #StartupInvesting

Bitcoin had a nice April, will it continue The cryptocurrency gained 12.7% last month, marking its best performance since April 2025. Interestingly, according to CryptoQuant, the 30-day change in outright Bitcoin purchases remained negative throughout April. That suggests the rally wasn't driven by strong spot demand.   Instead, much of the momentum came from something called perpetual futures. Until recently, I wasn't very familiar with this product, but at its core, it's another tool that increases risk. Unlike traditional options, these derivative contracts have no expiration date and are designed to let traders speculate on the price movements of an underlying asset. Perpetual futures have grown rapidly in popularity within the crypto space, largely because they allow for significantly higher leverage—sometimes as much as 100x. That kind of leverage can amplify gains, but it also increases the risk of sharp reversals.   Historically, when there's a divergence between the spot market and the futures market like this, price gains tend not to last once leveraged positions begin to unwind. Where crypto goes from here is anyone's guess, but piling more leverage onto an already risky asset doesn't seem like a good idea to me.   When Will We See Gas Prices Come Back Down? No one can predict exactly when gas prices will decline, but many are aware the current prices are being driven higher by the situation with Iran. At this point, the bombing appears to have ended, but much of the country remains heavily damaged. Estimates suggest it could cost Iran nearly $300 billion to rebuild what has been destroyed.   The situation has shifted to one in which Iran is slowly being weakened economically because little to no oil is being exported from the country, resulting in a major loss of revenue. Reports estimate these losses at roughly $200 million per day — approximately $6 billion per month or $12 billion over two months.   Inflation in Iran is currently estimated to be above 60% and continues to rise as economic conditions worsen. Based on these developments, I still believe we could begin to see oil prices decline sometime around the end of June. If that happens, prices may fall at a fairly rapid pace, and by the end of July consumers could see more normal prices at the gas pump.   Lower energy costs would likely help improve overall economic conditions, potentially putting the economy back on track and supporting GDP growth by the end of the year.   The April jobs report just threw cold water on the “imminent Fed cuts” narrative.   The U.S. economy added 115,000 jobs in April, well above expectations of 55,000, while unemployment held steady at 4.3%. Given little growth in the labor force, only modest job creation is needed to keep the rate steady. Wage growth also remained relatively firm at 3.6% on an annual basis. In short: the labor market is slowing from the breakneck pace of the post-COVID boom, but it is not breaking.   That matters because the Federal Reserve has a dual mandate: keep inflation under control & maintain maximum employment.   Right now, the jobs side of the equation is giving the Fed room to stay patient. A few months ago, markets were pricing in aggressive rate cuts based on fears that the labor market was deteriorating. This report makes that much harder to justify. Hiring remains positive & layoffs are still relatively contained. Sectors that were strong in the month were healthcare, up 37k jobs; transportation & warehousing, up 30k jobs; and retail trade was up 22k jobs. Areas of weakness were information, down 13k jobs; and federal government, down another 9k jobs.   The bigger issue for the Fed now is inflation. Energy prices remain elevated, tariffs are feeding through supply chains, and policymakers are increasingly worried that inflation could stay sticky longer than expected. Chicago Fed President Austan Goolsbee acknowledged on Friday that inflation has been “going the wrong way lately.” As long as the labor market remains stable, it appears the Fed has little urgency to cut rates.   The key takeaway: This wasn't a “Goldilocks” report for dovish investors hoping for rapid cuts. It was a reminder that the economy is still strong enough for the Fed to prioritize inflation over stimulus. And until unemployment starts rising meaningfully or inflation decelerates, the Fed may have a hard time justifying rate cuts.   Financial Planning: When Permanent Life Insurance isn't Permanent Cash value life insurance policies should be reviewed regularly because the long-term performance of the policy often changes significantly over time. In many policies, the internal cost of insurance increases every year as the insured ages because the probability of death rises with age. In addition, policies also have other internal expenses such as administrative fees, rider costs, premium loads, and investment management expenses. While policies are commonly illustrated using attractive hypothetical growth rates, those returns can be misleading because they are shown before many of these internal deductions are applied. As the insured gets older and the insurance costs rise, the total internal charges can eventually exceed the policy's earnings, causing the net growth rate of the cash value to become very low or even negative. When this happens, the policy may begin consuming its own cash value to stay in force. If the cash value becomes depleted, the policy can lapse unless substantially higher premiums are paid later in life. Reviewing these policies proactively is important so there is time to determine whether additional funding is needed, whether benefits should be adjusted, or whether surrendering the policy and accessing any remaining cash value may be the better option before the policy becomes unsustainable.   Companies Discussed: GE HealthCare Technologies Inc. (GEHC), JetBlue Airways Corporation (JBLU), The Clorox Company (CLX) & Corning Incorporated (GLW)  

Preview for Later Today: Guest Bridget Toomey. Toomey profiles Iraq's new Prime Minister, Zedi Ali al-Zahedi, a wealthy businessman with extensive experience across various sectors. She examines his transition from a multi-sector conglomerate leader to a non-political figure in Baghdad. 3/3

Mícheál Lehane, Political Correspondent, reports on changes to the accommodation system for Ukrainians and details of the Government's fuel subsidy scheme.

Brandon Weichert discusses his book Biohacked, explaining China's "Field of Dreams" strategy to dominate high-tech sectors by attracting Western talent and investors to their innovation hubs. This approach stems from Mao Zedong's goal to catch up to and eventually defeat the United States using its own technological expertise. Central to this effort is the Thousand Talents Program, which identifies and recruits global scientific experts — including Yale genetics students lured by offers to pay off massive student debt in exchange for industrial espionage. (1)1905

4. Steve Yates critiques China's unsustainable plan to subsidize tech sectors to revive its economy. He highlights the strategic importance of Taiwan's semiconductor industry and its shift away from Mainland market investments.1572 HORMUZ CASTLE

6. Evan Ellis details China's deep penetration in Peru, centered on the Chancay port controlled by Cosco. Corruption within Peruvian institutions allows Beijing to dominate strategic sectors like mining and Pacific maritime routes.1890 COURBET FRENCH IRONCLAD

Episode: 1554 In which new science yields new instruments: 1500 to 1950.  Today, a new class of machines and new viewpoint.