Podcasts about sectors

Purchase the recording of our July Webinar “Contending With Uncertainty and Change” → https://hubs.la/Q03wX5Jk0 Contact us today to learn more about how you can benefit from Financial Resilience! → https://hubs.la/Q035Qlcs0 This week on TrendsTalk, we discuss where we are seeing some exciting growth happening in the US economy, with high-tech sectors such as data centers and semiconductors surging ahead while legacy industries remain flat. Which of these high-tech markets holds the biggest opportunities for your business? Tune in to find out!

Send us a textJoin us for an exclusive Family Office Club investor panel discussion where seasoned investors share their current focus areas, deal flow needs, and strategies for deploying capital in today's market. This in-person session covers diverse sectors—from Hawaii's hospitality and infrastructure to global ocean sustainability, early-stage venture, and digital assets.You'll hear from investors on:• Target sectors including hospitality, construction, infrastructure, and sustainability• Global investments in green shipping, maritime decarbonization, and ocean data products• Flood risk monitoring and B2G recurring revenue models• Early-stage co-investing and customer-centric venture models• Digital asset investment strategies and market timing• Deal flow needs and opportunities for founders & service providers• Check sizes, accelerator programs, and partnership opportunitiesWhy watch?If you're a founder, dealmaker, or investor seeking to understand where active investors are deploying capital and what they're looking for right now, this panel is packed with actionable insights.

Send us a textIn this high-level Family Office Club panel, leaders managing billions in assets share their current investment mandates, how they're navigating market uncertainty, and the creative deal structures driving results right now.Hear from experts in real estate, venture capital, alternative investments, and private equity as they discuss diversification strategies, opportunistic investing during times of distress, and the importance of listening for unexpected opportunities.What You'll Learn:• Why chaos in the markets can create once-in-a-decade investment opportunities• How to structure revenue-sharing, co-GP, and joint venture deals for win-win outcomes• The overlooked role of diversification for long-term portfolio resilience• Sectors top family offices are targeting right now — from AI to energy storage to hospitality• How relationship-driven investing uncovers deals others never see• Why alternative investments are becoming the dominant allocation for UHNW investors

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

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: How to invest in different sectors, Which 10 companies in the financial sector are worth researching, Tech jobs that won't be affected by AI and more.   Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun300How to forecast a P/E ratio

We assess how cultural spaces, music venues and arts festivals can bring a city economic success.See omnystudio.com/listener for privacy information.

We're deep into the Q2 2025 earnings season, and with most calls now behind us, it's time to zoom out. In this episode, we recap key themes from REITs and explore takeaways from other players in CRE, including capital allocators, brokerages, and development firms. It's a sector-spanning look at the market trends, investment signals, and opportunities influencing the second half of 2025. Key Moments:00:49 Q2 2025 earnings releases and general themes01:31 Capital allocators: Banks vs. non-banks08:37 Sector-specific insights: Retail, office, industrial, and multifamily16:28 Niche sectors: Data centers, healthcare, hospitality, and self-storage25:09 Brokerages and their holistic market views28:32 Cross-sectional themes: Tariffs, build vs. buy, and consumer health36:21 Overall sentiment and outlook for commercial real estate38:06 Conclusion and upcoming reports Resources Mentioned:Email 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

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.

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.

India's industrial output growth saw a 10-month low in June, with Index of Industrial Production (IIP) growing by mere 1.5% as against 1.9% in May 2025.  

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.

CutTheClutter: Trump's trade war in numbers: Which Indian sectors will be worst-hit & why some exports are exempt

Alkesh Agarwal is a serial entrepreneur known for scaling unorganised sectors with structure and systems. His trophy manufacturing business alone produces over 2 million trophies every month, a number that sounds almost unreal. But that's just one of many ventures he has built across industries where systems were broken but potential was massive. Today, he's also an active investor and startup mentor, helping early-stage founders validate their ideas, price their products, and avoid common market mistakes. If you're thinking of starting or scaling a business, this podcast is packed with insights you won't find in books.Connect With Alkesh Agarwal - Website - https://alkeshagarwal.com/Instagram - https://www.instagram.com/alkesh.agarwal/?hl=en LinkedIn - https://www.linkedin.com/in/alkeshagarwal/Connect With Pritika -Podcast Related Emails - connect@pritika.coInstagram- https://www.instagram.com/pritika.looniaListen to the full podcast here - https://www.youtube.com/@PritikaLooniaOfficial Facebook - https://www.facebook.com/captainpritika/Learn From Me - www.pritika.co Listen to my podcast on - Jio saavn - https://www.jiosaavn.com/shows/sage-up-with-pritika-loonia/2/ZukCx7qhBVQ_ Spotify- https://open.spotify.com/show/7ErewAP263SgLXOUE8V0SI?si=f0c13ec52bb74062 Apple Podcast- https://podcasts.apple.com/in/podcast/sage-up-with-pritika-loonia/id151762994500:00:00 - 00:02:00 - Trailer00:02:00 - 00:07:21 - How I started TROPHY business!00:07:21 - 00:12:47 - Is international market different from Indian, in this sector?00:12:48 - 00:16:07 - 3 unorganised sectors, that can blow up!00:16:08 - 00:20:58 - After you get the BIG IDEA, validate it00:20:59 - 00:24:47 - Next step after VALIDATING the idea00:24:48 - 00:28:01 - What if I am AFRAID of going all in?00:28:02 - 00:32:16 - Should I LOOK for INVESTORS now?00:32:17 - 00:41:13 - HIDDEN COST of business that we miss00:41:14 - 00:51:34 - Biggest Mistake In MARKETING00:51:35 - 01:02:50 - BUSINESS Gyan 100%

In this episode, Simon and Dan go deep into the growing signs that point to a potential market top. From narrow market leadership and the return of meme stocks to rising margin debt, IPO activity, and elevated valuations — they cover it all. They also dive into speculative trading trends, the resurgence of paid stock promotions, and why retail investors might be piling in at the wrong time. While not a doomsday episode, this is a grounded look at the data and sentiment driving markets in 2025.Plus: A warning about shady paid promotions Insights on the Buffett Indicator, insider selling, and S&P 500 concentration Why sticking to a consistent investing strategy is more important than ever Sectors and stocks that may offer contrarian opportunities Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Welcome to Top of the Morning by Mint.. I'm Nelson John and here are today's top stories.

A record-breaking July has some investors wondering if the market's due for a pullback. CFRA's Sam Stovall says while the S&P 500 and Nasdaq's recent highs are impressive, there are signs of overvaluation, particularly in tech. He notes that although the Fed held off on a rate cut, inflation concerns may keep rates steady for now. Stovall shares his take on what a winning portfolio might look like, highlighting sectors like communication services, consumer discretionary, and tech, which have historically outperformed during market declines.======== 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

https://www.patreon.com/AdeptusRidiculoushttps://www.adeptusridiculous.com/https://twitter.com/AdRidiculoushttps://shop.orchideight.com/collections/adeptus-ridiculousThe Federation of Super Earth, commonly referred to as Super Earth, The Federation or Super Earth Federation, is the largest faction in the Milky Way, consisting of 259 planets grouped into 55 Sectors. Super Earth follows a system of government called Managed Democracy, in which Citizens must fill out a form from which a computer algorithm will take the answers and produce who they truly want to vote for. The population of the Federation is centered around Super Earth, with colonial outposts of various sizes scattered about the galaxy. The  Super Earth Armed Forces (SEAF) have billions of active personnel and an elite  Helldiver Corps, several millions strong.Support the show

Mike DiCenso is a seasoned professional in the retirement industry, carrying over three decades of rich experience. His expertise spans a broad range of competencies:Crafting visionary strategies and direction, marked by critical thinking and market leadership Proficient in practice management and mastering business metricsDemonstrated organizational leadership, with a focus on revenue, asset, and profit growthProven track record in sales and marketing leadership, formulating effective models, and offering mentoringRemarkable team-building and recruitment capabilitiesStrong expertise in managing mergers and acquisitionsHeld prominent positions such as CEO, COO, and CMOWell-versed in providing holistic solutions and leadershipIn this episode, Eric and Mike DiCenso discuss:Non-qualified plans are a strategic opportunity needed by companies, but many advisors still fail to considerFlexible by design, powerful in executionA high-impact solution for industries where leadership churn is costlyExecution is everything: design with care, comply with precisionKey Takeaways:Despite their potential to transform executive compensation, non-qualified plans remain overlooked, especially in the small to mid-sized business segment. Yet, for companies with 5–100 employees, these plans can be the missing piece in retaining key leaders and crafting a compelling rewards strategy that traditional retirement plans can't match.Unlike more narrow guard rails of qualified plans, non-qualified deferred compensation offers immense design freedom. Whether it's deferred bonuses, phantom stock, or performance-based vesting, companies can align rewards with real results, giving them the power to incentivize the exact behaviors and milestones that drive growth.Sectors plagued by executive turnover (construction, tech, engineering, and others) stand to gain the most benefit. Non-qualified plans provide a long-term golden thread, tying top performers to the company's future and reducing the risk of talent loss to competitors.These plans demand more than just enthusiasm, however. They require thoughtful planning, buy-in from leadership, and strict alignment with IRS Section 409A. Begin with your CFO or HR lead, engage vetted providers, and never promise what you can't fund. A well-run plan earns loyalty. A careless one invites risk.“The big key to this is plan design. That's where the rubber meets the road, and that's where the true benefit arrives.” - Mike DiCensoConnect with Mike DiCenso:LinkedIn: https://www.linkedin.com/in/michael-dicenso-a479b16/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast is general in nature and is provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date but may be subject to changeIt is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

Welcome to another episode of Behind the Win, where we delve into the journeys of industry leaders shaping the future of business. Today, we're joined by Sam Beasley, Chief Operating Officer at LSI. With a rich background in banking and a fresh perspective on operational leadership, Sam shares insights on transitioning industries, fostering innovation, and steering organizations toward excellence.

Sam Altman Says AI Will Erase Entire Job Sectors, Starting With Customer Service.>>PODCAST CONSULTANT : https://stan.store/wilwaldon

Listen to the latest SBS Hindi news from India. 25/07/2025

When it comes to assessing and reducing the impact of specific sectors, healthcare is rarely on the agenda. Unlike other industries and services, healthcare has traditionally been deemed essential, regardless of the environmental cost. Jo Linehan, editor of the climate supplement at the Sunday Times Ireland discuss this further with Pat.

A Mild Ending, A Fresh Start: Richard Barkham's Post-CBRE View of the CRE Market   The End of a Cycle - Without the Crash After 40 years in the field and a distinguished final act as Global Chief Economist at CBRE, Richard Barkham's take on the state of commercial real estate is disarmingly calm. “This has been the mildest end of cycle that we've seen in 40 years – in fact, in my whole career,” he says. Unlike previous downturns - 1989, 2000, 2008 - which were accompanied by macroeconomic crises, today's cycle-end feels strangely undramatic. Vacancy rates have risen, prices have declined 25-30%, and capital markets activity has bottomed out, but there's been no systemic financial collapse.   Why?   In Barkham's view, the macro cycle hasn't ended. “We've got the end of a real estate cycle, but no end of the macro cycle.” Yet.   This divergence - CRE in a correction, the economy still growing - frames his optimistic outlook for real estate.   Stimulus, Not Stability The recent U.S. tax bill has added short-term fuel to the macro picture. Barkham describes it as a “stimulatory” package: it injects fiscal stimulus into an already resilient economy, even if the longer-term consequences include rising national debt and pressure on Treasury yields. "There's a degree of stimulus in that bill… which will allow a certain amount of certainty, confidence and stimulus to boost growth.”   But not all stimulus is equal. Barkham worries that “the higher the debt-to-GDP ratio goes, the more upward pressure there is on the ten-year Treasury,” which forms the basis for CRE pricing. He sees an elevated 10-year yield, anchored in the 4–4.5% range, as a likely headwind for valuations, particularly for highly levered deals.   Still, he believes the U.S. economy can absorb this, at least for now. “The U.S. isn't going to fall over,” he says. “The tax bill will boost growth, but it will also keep the ten-year Treasury elevated.”   Banks Are Lending Cautiously Contrary to headlines about a $950 billion wall of maturities and doom-laden refinancing cliffs, Barkham is sanguine about debt markets. He credits both the structural health of CRE and the Fed's deft handling of last year's banking turbulence.   “Banks have been very, very unwilling to take loans back,” he explains. “Where assets can still service loans, banks have been willing to extend… There might have been some cash in refinancing, but the wall of debt is a non-issue, frankly.”   Even deregulation in the new tax bill could loosen credit conditions further. Barkham predicts larger banks will expand their share of real estate lending as capital requirements ease. “That just broadens the source of debt, which is good for market liquidity,” he says.   The Start of a New Real Estate Cycle While macro conditions may be mid-to-late cycle, CRE is in Barkham's view at the start of a new cycle. The real estate cycle that began in 2014 has ended, and signs of early recovery - vacancy stabilization, limited new construction, and a flight to quality - are evident.   “You've got all the inventory from the last cycle… people are moving into newer, better assets,” he says. “Eventually, when that runs out, new development resumes. But we're not there yet.” He sees real estate as “very investable right now,” particularly for those concerned about inflation. “If we are in a higher inflation environment - with the stimulus, with the pressure on the Fed politically to bring down interest rates - then I think it's a good time to invest in real estate.”   Inflation, Interest Rates, and the Fed's Delicate Dance Barkham's macroeconomic outlook is nuanced. While he acknowledges the Fed may eventually ease, trade tariffs and domestic manufacturing policies could delay rate cuts by adding inflationary pressure. “It'll take a while for the Fed to make sure tariffs don't feed into second and third round inflation,” he notes.   He pays special attention to real interest rates - the difference between nominal rates and inflation expectations - as a signal of latent financial stress. If inflation surprises to the downside, as it has recently, real rates rise and that can squeeze assets across the economy.   But he tempers this with perspective. “Real estate tends to do quite well over the long term. Not necessarily in the six- or 12-month period, but over time.”   Sectors to Watch: Healthcare, Digital, and Travel Demographics and technology shape Barkham's long-term sector views. He sees aging as a structural tailwind but cautions against oversimplifying it. The boomer generation, now in their 60s and early 70s, are not just healthcare consumers, they're also travelers.   “Those are prime-age travelers,” he notes. “If you're looking for sectors that are going to benefit from boomer retirement, look at travel… everything from Airbnb to different hotel types.”   Healthcare and digital economy trends also feature prominently. He encourages investors to monitor how people are working, living, and consuming services. Hybrid work and digital delivery models are reshaping occupier demand and investors must follow these patterns, not just macro charts.   Final Advice: Keep Leverage Low, Go Prime For those looking to deploy capital now, Barkham's advice is clear and grounded: “Keep your debt low. Focus on prime grade assets. Invest in the sectors that have the tailwinds of demographics and technology.”   The key is to remain alert to tenant exposure and the consumer's vulnerability in any upcoming recession. “Just watch the sensitivity of your real estate to a consumer downturn,” he warns. With policy uncertainty, an aging population, and structural change across industries, Barkham offers a final reminder: real estate is both cyclical and structural. The best strategies pay attention to both.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

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U.S. ratings agency Fitch's mid-year update says a quarter of American economic sectors face a deteriorating outlook.

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Over the course of his long and successful career, David Stockman has been both a Washington DC AND Wall Street insider.He was the youngest serving cabinet member of the 20th century (heading the Office of Management & Budget under Reagan), served as a US State Representative, and was an early member of Blackstone.So he knows better than most people alive how our political, economic and financial systems work.Which is why we should listen closely when he talks of our current runaway deficit spending and mountain of public & private debt and concludes "this won't end well".To hear his informed reasons why, watch this video.#deficit #debtcrisis #federalreserve 0:00 - Federal Debt Crisis Overview7:05 - Critique of the “One Big Beautiful Bill”14:05 - End of Central Bank Absorption19:33 - Inflation as a Limiter24:04 - Response to Administration's Growth Strategy33:25 - Political Pendulum and Progressive Policies37:24 - Potential Debate with Art Laffer47:02 - Investment Themes for a Turbulent Future50:03 - George H.W. Bush story53:04 - (Lack of) Economic Literacy in Congress:56:15 - Federal Reserve as Enabler1:01:16 - Closing and Resources_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

At VivaTech in Paris, artificial intelligence is taking center stage, reshaping how global brands in fashion and beauty create, sell, and connect. An AI-powered scanner, developed in collaboration with Danish imaging specialists Rigsters and creative agency OKCC, captures detailed visuals that are transformed into highly realistic 3D models. These models are then processed using generative AI, with the aim to automate the creation of digital assets, enabling luxury brands to generate tailored content for online retail, advertising and social media, while remaining true to their brand identity. Louis Vuitton is part of the LVMH group, which stands for Moët Hennessy Louis Vuitton and is one of the world's largest luxury goods groups. The French multinational owns more than 75 prestigious brands across fashion, jewelry, cosmetics, wines and spirits, including Dior, Bulgari, Fendi, Givenchy and Sephora. At its Bulgari stand, innovation is showcased again, but this time, focused on security and provenance. Displayed behind glass is the Serpenti Baroque necklace: a platinum showpiece set with eight baroque emeralds. A Bulgari smartphone app attempts to scan the necklace, but the protective screen, Bulgari says, gets in the way. Bulgari says the system strengthens the fight against counterfeiting and theft, which is a growing issue in the luxury market. Artificial intelligence is also aiming to support Bulgari staff behind the scenes. The brand has developed an internal AI assistant that helps teams communicate in line with the company's values and heritage. The AI chat tool provides instant access to Bulgari's internal knowledge base—from sustainability commitments to design history. For LVMH, artificial intelligence is a strategic investment aimed at protecting market share and driving performance in a rapidly evolving global luxury landscape. Across the exhibition floor, L'Oréal is taking a different approach, using AI to look beneath the surface of the skin. The company's Spotscan Plus tool uses microfluidic technology and artificial intelligence to analyze protein biomarkers that offer insights into a person's biological age and future skin health. It's a shift from traditional diagnostics, designed to offer consumers more personalized and scientifically grounded skincare routines without the need to see a specialist. This article was provided by The Associated Press.

Michael Field, European Market Strategist at Morningstar Holland, talks about tariff risks for key sectors and European stock performance as market volatility persists. On this episode:President Trump pushed his tariff deadline from July to August. How are global markets reacting to the uncertainty during this tariff watch?The EU is one of America's largest trading partners. How important is it for these two sides to strike a deal? And what's at stake if they don't before the deadline?More than two dozen countries make up the EU. The bloc is seeking lower tariffs for a variety of sectors like aircraft, car parts, and spirits. Talk about that. So, what sectors do you think could be hit the hardest, and which ones could be spared?The EU has presented a united front. However, some countries want a trade deal sooner than later. Can you talk about the debate you're witnessing in Europe? Trade deals typically take years to be implemented, so any announcement would be a preliminary agreement. If a US investor has European companies in their portfolio, what would this framework mean for them in the long-term? Let's shift to this year's market performance of European stocks. What's been winning? Which European stocks do Morningstar analysts consider undervalued, and why? Read about topics from this episode.  What's Morningstar's Outlook for Europe in 2025?Why It's Not Too Late to Add International ExposureWhat Investors Need to Know About TariffsHere Are the Sectors and Industries That Are Vulnerable if Reciprocal Tariffs Come BackWhere Next for European and UK Stock Markets in 2025?Best International Companies to Own: 2025 EditionFind Morningstar's complete collection of tariff-related articles and analysis here. What to watch from Morningstar. Market Volatility: 4 Key Factors to Track in Q3 2025Is the International Outlook Brighter Than the US?Digital Advice in 2025: What You Need to Know About Robo-AdvisorsDemystifying Private Equity and Private Credit ETFs: What Every Investor Should Know Read what our team is writing:Michael FieldIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

How has Israel's unprecedented security situation affected key sectors – including defense spending, the economy, the labor market, welfare services and more? The Taub Center's report "A Picture of the Nation 2025," examines these issues and the outlook for the future. Prof. Avi Weiss, president of the Taub Center and a professor of economics at Bar-Ilan University spoke to reporter Naomi Segal. (Photo: Site of Iranian missile hit on Soroka Medical Center in Beer Sheva. Marc Israel Sellem/POOL)See omnystudio.com/listener for privacy information.

Alec Young covers the disparate factors impacting the market right now, from the “structural shift” of AI to the labor market and more. Within AI, he sees copper companies like Freeport-McMoRan (FCX) and energy companies benefitting directly as they physically create and power the data centers. However, he also expects blue chip companies like Home Depot (HD) to implement AI and benefit from using it. He thinks the U.S. is winning the AI race and that the President's policies support our lead.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Despite some retail investor exuberance, Jimmy Lee sees more optimism than worry, driven by potential tailwinds like lower interest rates and less regulation. He believes this could lead to a pickup in deal activity, consumer confidence, and even a possible run to 7000 on the S&P 500. Lee is also positive on cyclical sectors like industrials and financials, but notes risks from geopolitics and some frothy valuations in the A.I. space.======== 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

Modi's Direct Threat to Trump | Refuses to Open Agri & Dairy Sectors in Trade Deal | US Firm Banned

As passive index funds surpass active management in investor portfolios, their growing dominance is increasing stock price synchronization, weakening diversification, and amplifying systemic risks. Today's Stocks & Topics: NXST - Nexstar Media Group Inc. Cl A, Market Wrap, Sectors in 2nd Half of 2025, PANW - Palo Alto Networks Inc., NET - Cloudflare Inc. Cl A, TFC - Truist Financial Corp., The Hidden Risks of Passive Investing's Market Dominance, MP - MP Materials Corp., EQIX - Equinix Inc., Personal Savings & Spending.Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

Today we talk the end of quarter performance for quarter two of 2025. How did you do? We also cover a wide range of economic and market topics, beginning with the complexities of investing in artificial intelligence, lessons on succession planning, leadership transitions, and the importance of understanding demographic and power dynamics in both politics and investing. We note that large-cap growth, tech, and industrials led Q2 performance, while energy and real estate lagged. Mounting debt, rising delinquencies, and wage garnishment were cited as signs of economic stress, especially among younger and lower-income Americans, but the U.S. is still regarded as one of the best places to live. Today we discuss...  AI emerges as a hot investing theme, but it's difficult to get meaningful public equity exposure to the trend. We talks lessons for business owners on succession planning and the difference between operators and visionaries. You should invest in yourselves, learn how to work with AI, and become irreplaceable in the workforce. They conclude that unlike past tech revolutions, understanding AI is more about mindset, prompting skills, and creative application than simply buying stock exposure. Warren Buffett can be both the greatest investor of all time and underperform over the last 25 years. Buffett's investment challenges are partly due to managing massive capital, but he also strayed from his original strategy. Buffett should have retired decades ago and left day-to-day decisions to others. This is a parallel between aging leaders in investing and aging politicians who refuse to step down. The Baby Boomer generation is described as unintentionally draining economic resources through demographic trends. Understanding leadership transitions and generational shifts is crucial for evaluating companies and markets. Q2 market performance shows large-cap growth outperforming small-cap and value stocks. Sectors like industrials, communications, and tech led, while energy, real estate, and healthcare lagged. High beta, momentum, and pure growth factors outperformed, while high dividend and low volatility underperformed. Treasury bonds, especially international, were among the best-performing fixed income assets. Precious metals like gold, silver, and uranium led commodities; agricultural products like corn and wheat lagged. Many top-performing countries are printing money, boosting markets, despite geopolitical or structural issues. Biotech investing is highly complex due to multiple layers of science, regulation, and operational risk. Investors don't need to invest in every trendy sector—understanding is more important than participation. Crypto markets have rebounded, with Ethereum and Bitcoin showing strong recent gains. The "Magnificent Seven" tech stocks have mixed performance, with Apple and Tesla notably underperforming. The market is entering a historically strong July–August window, buoyed by trade optimism. U.S.–China relations show signs of improvement, including mutual resource access. Buy Now, Pay Later services are beginning to impact credit scores and consumer financial stability. Over 2.3 million households are delinquent on mortgage payments, with foreclosures up 34%. Renters face growing pressure, with 21% behind on payments and eviction filings surging. Mounting debt burdens are fueling disillusionment among younger Americans, increasing support for socialism. Inflation has cooled from 9% in 2022 to 2.4% in April 2025. Despite challenges, the U.S. is still viewed as one of the best places to live. For more information, visit the show notes at https://moneytreepodcast.com/end-of-quarter-performance-725  Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  

Suzanne Lynch, Brussels Bureau Chief, Bloomberg // Carol Lynch, Partner in charge of international trade and customs BDO // Damien Heary from FutaVista which specialises in helping Irish brands adapt, survive and succeed

Dominique Levin is a 2x CEO, a go-to-market architect, and a wildly successful investor with over a billion dollars in exits. She's seen it all, and she has a playbook for a lot of challenges founders face while building their companies.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comLinks-Dominique Levin on LinkedIn - https://www.linkedin.com/in/dominiquelevinBook that Dominique Levin:1. Survival to Thrival: She mentioned this is a two-book series written by Bob Tinker and Tae Hea Nahm. * Book 1: Survival to Thrival: Building the Enterprise Startup (The Company Journey) * Book 2: Survival to Thrival: Change or Be Changed (The People Journey)2. The Machine That Changed the World: The Story of Lean Production by James P. Womack, Daniel T. Jones, and Daniel Roos.

Lars Pruijn, Innovation Director at Prime Vision, breaks down different aspects of innovation and describes how innovation can work in the postal and logistics sectors. How do we define innovation Taking responsibility for innovation in the company Internal innovation - optimising and increase External innovation: core, adjacent, and transformative innovation Adding new technology to existing products Reshaping products and keeping core products relevant Being disruptive in specific markets or segments How can companie stimulate innovation? Internal and external cooperation on innovation Innovating with clients - not innovation in a basement. Case study of innovation in automated sorting Computer vision applied to sorting machines to detect sorting errors Hazardous material detection and computer vision Reading difficult barcodes    

Skillnet Ireland has today launched a call for applications from industry groups to establish new Skillnet Business Networks aimed at meeting key business challenges of their sector, region or thematic area, through upskilling. With funding of up to €1m available, Skillnet Ireland is seeking applications from interested industry bodies or enterprise groups to deliver impactful solutions in upskilling for businesses. Chambers Ireland, Ibec, ISME, Irish Centre for Business Excellence and the Irish Farmers Association are just some of the industry organisations engaged with Skillnet Ireland as promoting bodies of some of the 70 Skillnet Business Networks. Dave Flynn, Director of Business Networks, Skillnet Ireland, said: "Developing a future-ready workforce is a core priority for every business leader. The Skillnet Ireland network model allows companies of all sizes to access high-impact, industry-led upskilling. We are calling on business groups or clusters to take the next step and partner with us to establish a Skillnet Business Network for your sector, region or thematic area. This is a powerful opportunity to develop talent that will deliver measurable value for the businesses you support." Patricia Callan, Promoter, IFS Skillnet and Head of Sectors and Director, Financial Services Ireland Group, Ibec, said: "Financial Services Ireland established the IFS Skillnet, on behalf of our members in the international financial services industry, with a steering group of industry leaders, to deliver employer-led world class training. It's been a hugely valuable resource for our sector and enhances Ireland's reputation as a global financial services centre. The IFS Skillnet is contributing towards building a strong pipeline of skilled professionals to build competitiveness for business and underpin Ireland's economy. I would strongly encourage other industry bodies to collaborate with Skillnet Ireland to create a network that addresses the specific needs of their sector or region." Skillnet Ireland is seeking applications aligned to its strategic priority of futureproofing businesses of all sizes through talent development in key areas such as digital and AI adoption, climate action and business sustainability, and workforce innovation. New network applicants receive one-to-one support and consultation throughout the application process, including a virtual information session and workshop before the closing date of September 30th, 2025, at 3pm. Full information is available at: www.skillnetireland.ie/funding

VCs not responding to you? I'll review your deck & send you a detailed video with my actionable recommendations: Submit here: https://airtable.com/appBXetKIMsy5r3bE/pagQlrExmVx38bk6W/form GUEST: Mark Terbeek https://www.linkedin.com/in/markterbeek/ TOPICS DISCUSSED 1. Founder-Market Fit Is Everything Mark emphasized the importance of a founder's unique insight and experience into the problem they're solving. The most compelling cold emails show why this founder is one of one — uniquely suited for this mission. 2. Timing + Thematic Fit = Fast VC Response Greycroft often researches themes (like AI or automation) before founders reach out. When a startup pitches within an active theme — even unknowingly — and pairs it with founder-market fit, they're more likely to get a fast response. 3. "Intelligent RPA" Is a Hot Area One current theme Mark is excited about is Intelligent RPA (Robotic Process Automation) — AI-powered software that replaces outsourced business processes (e.g., call centers, payment processing) with scalable, intelligent agents. 4. Warm Intros Trump Cold Emails Greycroft rarely invests from cold outreach. Most deals come via: Founders they've already backed Thematic outbound sourcing Personal or trusted referrals Founders should invest in their network to access firms like Greycroft. 5. What Greycroft Looks for in Founders Strong founding teams typically have: Deep technical talent (especially in infrastructure and AI) A track record of shipping product The ability to recruit top-tier talent A relentless, iterative approach to execution 6. Stage Fit Matters Mark personally focuses on seed to Series A, though Greycroft invests from pre-seed to pre-IPO. If you only have an idea and no traction, it's better to wait or get a warm intro. 7. VCs Sell Themselves Too Once Greycroft sees an exceptional founder, they flip into “selling mode” — trying to prove why they are the best long-term partner. Mark wishes he could bottle up founder references because those stories say more about the firm than any pitch.

Transitioning from the public sector to private HR isn't just a career move—it's a full-on culture shock. In this episode, Kimberly Williams, VP of People, Culture & Compliance at Walker Advertising, joins David to unpack her journey from federal HR to private enterprise, sharing hard-won lessons, surprising similarities, and the real stakes of navigating both worlds.From managing bureaucracy to confronting toxic leadership, Kimberly offers candid insights into what translates, what doesn't, and how HR professionals can advocate for fairness in any environment.Related Links:Join the People Managing People community forumSubscribe to the newsletter to get our latest articles and podcastsCheck out this episode's sponsor: Oyster HR, Inc.Connect with Kimberly on LinkedInCheck out Walker Advertising and End Workplace AbuseSupport the show

Tadgh Buckley, Chief Economist with the Irish Farmers Association and Kate English, Chief Economist with Deloitte

Tariffs pose the most significant threat to consumer cyclical and basic materials sectors—such as retail, vehicles, chemicals, and metals, while sectors like consumer defensive, utilities, and healthcare are expected to weather the impact with limited damage. Today's Stocks & Topics: CEG - Constellation Energy Corp., RIO - Rio Tinto PLC ADR, Market Wrap, AMGN - Amgen Inc., Which US Stock Sectors Face the Greatest Risk from Tariffs?, CLX - Clorox Co., GGG - Graco Inc., China Deal, Consumer Sentiment, Health Sector, Oil Prices, CMI - Cummins Inc., Oil Production.Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

Send us a textThe AI-driven enterprise software landscape is undergoing rapid transformation, shaped by diverging stakeholder priorities and the evolving demands of real-world applications. While analysts focused on R&D highlight the potential of cutting-edge innovations, those examining implementation underscore the need for usability and measurable ROI. This contrast mirrors broader market tensions—investors push for rapid scale and profitability, whereas customers prioritize seamless integration into established workflows. The shift from traditional transactional systems to AI- and data-first architectures introduces new harmonization challenges, yet certain vendors are gaining traction by leveraging agent-based designs that enhance automation and decision-making. Sectors like financial services and healthcare are leading adoption, drawn by clear efficiency gains, while others continue to grapple with integration complexities. Crucially, the success of AI in the enterprise hinges on thoughtful design—embedding agents that complement human roles and generate immediate, operational value. In this episode, Sam Gupta engages in a LinkedIn live session with Hyoun Park, CEO, Amalgam Insights, and discusses current market trends in the AI space.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, June 9th --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

LIVE today at 2pm PT on Trader Merlin, we're answering a smart viewer question: “What sectors or market segments are the most immune to tariffs, and how can you build a portfolio around them?” In this episode, we'll break down how traders and investors can stay one step ahead of the ever-changing tariff landscape and geopolitical risks—and how to structure a portfolio that can thrive in this environment. We'll also analyze the latest market moves as investors digest the next wave of tariff implementation—which sectors are showing strength, and where the biggest risks may lie in the months ahead. Here's what we'll cover:

Episode 472: The USA Industrial Technology growth narrative is evident by the fact that year-to-date the S&P 500 top performing sectors are Utilities and Industrials. Also, don't despair about the 20 Year Treasury Bond negative Media narrative … it's so insignificant it was discontinued for nearly 40 years. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

What's really happening in the 2025 housing market? In this episode of The Real Wealth Show, host Kathy Fettke is joined by Mike Simonsen, founder and president of Altos Research, to break down the latest data on mortgage rates, housing inventory, and home prices. Mike shares real-time insights and expert analysis on where the market is headed, whether prices are likely to rise or fall, and what today's trends mean for buyers, sellers, and investors. Don't miss this in-depth conversation packed with actionable information to help you make smarter real estate decisions in the year ahead. Topics Discussed: 00:32 Mike Simonsen and Altos Research 03:10 Housing Inventory 04:00 Regional Housing Inventory Data 06:44 Pending Home Sales 08:34 Mortgage Rates 14:35 Sectors of Real Estate and Inventory 17:16 Is Now a Good Time to Buy? 18:49 Investor Activity

Tariff Increase on China: The White House raised tariffs on China to 125% due to China's retaliation against the United States. This move is part of President Trump's "America First" trade policy aimed at protecting American workers and manufacturing. Temporary Pause on Other Tariffs: A 90-day pause on some tariffs with other countries that have shown willingness to negotiate better trade deals with the U.S. These countries will have a universal 10% tariff during the negotiation period. Economic Impact: The March jobs report showed significant job growth, with 228,000 jobs added, surpassing expectations. Sectors like construction, transportation, and warehousing saw notable employment increases. Energy and Tax Policies: President Trump's energy policies are leading to lower gas prices. He is advocating for the extension and expansion of working-class tax cuts. Global Trade Negotiations: Over 75 countries have reached out to negotiate better trade deals with the U.S. The White House emphasizes that countries willing to cooperate will benefit, while those like China will face higher tariffs. Market Reaction: There was a significant rally on Wall Street following the announcement. The administration believes that the U.S. market is crucial for global business, and countries are eager to negotiate with the U.S. rather than China. Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the Ben Ferguson Show Podcast and Verdict with Ted Cruz Wherever You get You're Podcasts. Thanks for Listening #seanhannity #hannity #marklevin #levin #charliekirk #megynkelly #tucker #tuckercarlson #glennbeck #benshapiro #shapiro #trump #sexton #bucksexton#rushlimbaugh #limbaugh #whitehouse #senate #congress #thehouse #democrats#republicans #conservative #senator #congressman #congressmen #congresswoman #capitol #president #vicepresident #POTUS #presidentoftheunitedstatesofamerica#SCOTUS #Supremecourt #DonaldTrump #PresidentDonaldTrump #DT #TedCruz #Benferguson #Verdict #maga #presidenttrump #47 #the47morningupdate #donaldtrump #trump #news #trumpnews #Benferguson #breaking #breakingnews #morningupdateYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.