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https://www.patreon.com/AdeptusRidiculoushttps://www.adeptusridiculous.com/https://twitter.com/AdRidiculoushttps://shop.orchideight.com/collections/adeptus-ridiculousBy mid-M32, the Imperium was in a state of relative peace and prosperity. Having recovered from the devastating Horus Heresy, the Traitor Legions were still reeling from their defeat inside the Eye of Terror, Xenos were relegated to the frontiers of Imperial space, and the stagnation and decay that would define the Imperium millennia later had not yet set in. Confident that humanity had endured its greatest challenge, the Orks in particular were underestimated and judged to have been removed as a threat since the Ullanor Crusade. This underestimation of the greenskins would prove to be disastrous when an enormous Ork planetoids began to materialize around imperial worlds, the Imperial Fists Chapter was destroyed, entire Sectors were overrun by the Greenskins and billions upon billions perished.Support the show
In this episode, I chat with investor Clay Dumas of Lowercarbon Capital about the growing use of “advance market commitments” (AMCs). We discuss how this simple idea — a group of buyers commits to purchasing a set amount of a product if it can be produced — can derisk investment and jumpstart innovation in the climate economy's toughest sectors. Clay explains what makes for a well-designed AMC and how it can accelerate the path to commercialization for everything from carbon removal to green steel. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe
Danielle Rapson, HBS alum and Co-founder and COO of Mantel, joins Climate Rising to explain how her company is developing a novel molten-based carbon capture system for hard-to-abate industrial sectors. Danielle shares the story of how Mantel spun out of an MIT lab, what sets its technology apart from existing amine-based carbon capture, and why the economics of steam reuse are critical to its efficiency. She also discusses how Mantel's early projects in pulp and paper and oil refining are shaping its path to commercialization, and what policy and regulatory incentives—like 45Q and Canada's carbon tax—mean for scaling carbon removal solutions. This episode is part of our alumni series, which also features Eric Adamson, Robotics Executive at Oishii and co-founder of Tortuga AgTech, and Hui Wen Chan of Crusoe, which uses stranded energy to power AI data centers. Explore the full series at climaterising.org. Resources Mentioned • Mantel – Developing molten material-based carbon capture for industrial emissions • Breakthrough Energy Fellows – A program supporting early-stage climate tech innovators • The Engine – VC firm backing tough tech startups out of MIT • MCJ – "My Climate Journey," a podcast and investor network on climate tech • Kruger– Canadian pulp and paper partner for Mantel's first demonstration project • 45Q Tax Credit (U.S. IRS) – U.S. tax credit for carbon capture and sequestration • Canada's Carbon Tax Policy – A national carbon pricing mechanism incentivizing low-carbon tech Host and Guest Host: Mike Toffel, Professor, Harvard Business School (LinkedIn) Guest: Danielle Rapson, Co-founder & COO, Mantel (LinkedIn)
Douglas Yones of Direxion ETFs discusses why investors might be interested in using their offerings. He discusses targeting the top 5 market leaders to “cut through the noise” and allow people to easily invest in the top performers in a sector. He also talks about how traders can learn about and use leverage in these funds. On the subject of broad markets, Douglas highlights their single-stock and hedging offerings.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Most businesses are rapidly deploying AI to be more competitive, but some are struggling to adapt, or worse, think Microsoft Co-Pilot is enough adaptation. Sectors like consulting, accounting, and law firms, are in big trouble and many are facing an Opportunity Crisis. Our next guest is reaching that point in their evolution, but instead of being disrupted, they are choosing to reboot themselves as the disruptors who can create and lead the next generation of business.Jim Peko is CEO of Grant Thornton, part of Grant Thornton International, an $8 billion group with 76,000 employees in hundreds of offices worldwide. Jim is making no small plans for their reboot; they have brought in a top private equity partner to think bigger and accelerate Jim's plans. Listen in as we unpack this ambitious reboot and how, through a billion-dollar investment from New Mountain Capital, they plan to supercharge the AI-enabled services sector—and how you can be an AI disruptor.
In this episode of Leadership and Legacy, Susan K Neely discusses her extensive experience in public service at the state and federal levels, as well as leadership in the business world. She was Special Assistant to President George W. Bush in the White House as well as the first Assistant Secretary for Public Affairs for the U.S. Department of Homeland Security. She also held senior roles with two members of Congress, and the longest serving governor in American history. She was CEO of the American Council of Life Insurers and the American Beverage Association. In this conversation you'll hear about her groundbreaking partnerships between business and public service, how she learned from mistakes, and her deep commitment to advancing presidential history through her personal philanthropy, especially the lessons in leadership of George Washington.Leadership and Legacy: Conversations at the George Washington Presidential Library is hosted by Washington Library Executive Director Dr. Lindsay Chervinsky. It is a production of the Mount Vernon Ladies' Association and Primary Source Media. For more information about this program, go to www.GeorgeWashingtonPodcast.com.
In this episode of Leadership and Legacy, Susan K Neely discusses her extensive experience in public service at the state and federal levels, as well as leadership in the business world. She was Special Assistant to President George W. Bush in the White House as well as the first Assistant Secretary for Public Affairs for the U.S. Department of Homeland Security. She also held senior roles with two members of Congress, and the longest serving governor in American history. She was CEO of the American Council of Life Insurers and the American Beverage Association. In this conversation you'll hear about her groundbreaking partnerships between business and public service, how she learned from mistakes, and her deep commitment to advancing presidential history through her personal philanthropy, especially the lessons in leadership of George Washington.Leadership and Legacy: Conversations at the George Washington Presidential Library is hosted by Washington Library Executive Director Dr. Lindsay Chervinsky. It is a production of the Mount Vernon Ladies' Association and Primary Source Media. For more information about this program, go to www.GeorgeWashingtonPodcast.com.
The episode originally aired on Excess Returns Podcast, and it is reposted here with permission. Thank you, Jack Forehand & Matt Zeigler. Matt and I sat down with Joseph Shaposhnik, and what an hour it was, enjoy!In this episode of Excess Returns, we sit down with Joseph Shaposhnik, founder of Rainwater Equity and former star portfolio manager at TCW. Joseph shares the investment philosophy that drove his track record of outperformance, why he focuses on recurring revenue businesses, and how he evaluates management quality and capital allocation. We also explore lessons from great investors like Warren Buffett, Bill Miller, and Peter Lynch, along with insights on valuation, portfolio concentration, and the role of passive investing in today's markets.Main topics covered:* How Joseph achieved long-term outperformance at TCW and what drove his results* Why recurring revenue and predictable cash flows are central to his approach* The importance of management quality and identifying “fanatics” vs. mercenaries* Lessons investors should and should not take from Warren Buffett* Bill Miller's influence and backing of Rainwater Equity* Characteristics Joseph looks for in great businesses and red flags in management teams* Portfolio concentration, position sizing, and risk management* Why you don't need to have an opinion on every sector* Selling discipline and knowing when it's time to move on* How valuation fits into his framework and how he thinks about paying up for quality* The impact of passive investing and why active managers must take a long-term view* Stories and lessons from Peter Lynch, including his enduring influenceTimestamps:0:00 If a stock has doubled, you haven't missed it1:00 Introduction and Joseph's track record at TCW2:00 Keys to long-term outperformance8:00 Lessons from Warren Buffett's wins and mistakes11:30 Bill Miller's influence and support for Rainwater Equity14:00 What defines a high-quality business20:00 Free cash flow compounding and moats24:00 Red flags in management teams31:00 Why active management is broken and Joseph's solution35:00 Portfolio concentration and risk management42:00 Sectors to avoid and why47:00 Joseph's selling discipline53:00 Exceptional leaders and the role of management quality58:00 Valuation, future value, and the changing economy1:04:00 Passive investing and market distortions1:09:00 Lessons and stories from Peter Lynch1:14:00 Closing questions and key investing lessons1:20:00 Where to learn more about Joseph and Rainwater EquityPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
Send Bidemi a Text Message!Across Apple's wearables, GLP-1 drugs, academia's AI pivot, IP fights, new crime patterns, and the dating-app slump, there is one through-line: resilient trust. In this episode, host Bidemi Ologunde maps how innovation and human values can move in step—arguing for stronger privacy rules (especially for biometrics), smarter AI oversight (think “FDA for algorithms”), real digital literacy, and business models that earn a social license to operate. It's a playbook for policymakers, tech leaders, academics, and the rest of us to design for well-being, not just engagement—so our tools save lives, our institutions keep credibility, and our relationships (online or offline) stay authentic.Support the show
In this episode of Excess Returns, we sit down with John Tinsman, portfolio manager of the AOT Growth and Innovation ETF (AOTG). John shares how his investing journey began, the lessons he learned from both successes and failures, and how those experiences shaped his current investment philosophy. We dive deep into the concepts of low marginal cost, profitable growth, digital toll booths, and the transformative impact of AI. John also discusses his approach to valuation, position sizing, and why he believes large-cap growth and technology will continue to lead in the years ahead.Main topics covered:John's path from personal investing to launching an ETFLessons learned from early stock picks and market-making experienceThe power of low marginal cost businesses and long-term compoundingHow AI is reshaping software development, innovation, and profitabilityThe importance of revenue and earnings growth in stock selectionDigital toll booths as the future of software business modelsDifferences between profitable vs. unprofitable growth companiesWhy technology leadership today differs from the dot-com eraThe role of sectors, valuation, and position sizing in portfolio constructionJohn's views on growth vs. value, large-cap vs. small-cap, and future innovation trendsTimestamps:00:00 The riskiest thing in investing02:00 John's background and early investing journey05:00 Lessons from Apple, Boeing, Visa, and Potash10:00 Insights from agriculture and value investing12:00 AI's impact on software development and innovation16:00 Sectors, classifications, and thematic approaches18:00 Comparing AI disruption to past bubbles21:00 Profitability in today's tech companies22:00 Will the top companies stay dominant?26:00 Large-cap vs. small-cap technology investing28:00 Growth vs. value in today's market30:00 Demographics, Buffett's lessons, and sector shifts34:00 Value vs. software companies35:00 Digital toll booths explained37:00 Growth sustainability and digital infrastructure40:00 Semiconductor cycles and long-term demand44:00 Screening for growth and low marginal cost47:00 Sell discipline and valuation checks49:00 Position sizing and portfolio management51:00 ETF tax benefits and structure53:00 Where AOTG fits in portfolios54:00 One belief peers disagree with56:00 One lesson for the average investor57:00 Closing thoughts and outro
Welcome to a special edition of Impact Quantum! In this episode, we unlock the latest breakthroughs in our dazzlingly data-rich quantum industry reports. Whether you're a seasoned qubit wrangler or just quantum-curious, there's something here to energize your imagination.Join Frank La Vigne and Candice Gillhoolley as they reveal how quantum technology is leapfrogging from theory to real-world industry applications. From deep dives into sector trends like energy, pharma, finance, and defense, to behind-the-scenes looks at tools like their interactive network graph visualization, you'll get a first-hand view of where quantum is headed and why it matters. Plus, discover tips on quantum sales, learn about new community resources—including a soon-to-launch Quantum Bookshelf—and get plugged into the latest updates from the quantum ecosystem.Ready to see the future? Buckle up, because Impact Quantum is where data meets destiny, and the industrial quantum revolution is already underway.LinksInteractive Industry Report -https://impactquantum.com/IndustyReport/ Quantum Sale Playbook - https://www.amazon.com/dp/B0FR5YGFDR?tag=datadrivenm0e-20 Quantum Curious - https://www.amazon.com/dp/B0FG5HDLWJ?tag=datadrivenm0e-20 Time Stamps00:00 Global Quantum Readiness Insights05:49 Tesla Battery Material Optimization09:19 "Excitement in Vibe Coding"12:03 "Sell Solutions, Not Technology"13:40 Free Offer for Startup Hubs20:10 Gaming Dilemma: Video Card Quandary21:06 Portable High-End Mini PC26:58 "Explore Our Extensive Video Content"28:35 Quantum Data's Moment in Spotlight
Paul and John sit down with Stephen Briers, the highly respected Group Editor for Fleet News, AM, and Rail at Bauer Media. Stephen brings a wealth of insight into journalism, industry objectivity, and the fast-moving world of fleet electrification. We Explore Stephen's journey from humble beginnings to leading Bauer's B2B automotive titles. The responsibility of journalism in a rapidly changing transport landscape. How to balance objectivity with passion when covering EVs and decarbonisation. Behind-the-scenes of Fleet Mobility Live and why it's one of the industry's must-attend events. The future of fleet electrification, government clarity, and why van adoption is the next big frontier. Plus, Stephen takes on the EV Café Magic Wand Challenge, wishing for the breakthroughs our industry needs most (and a little help for Bristol Rovers along the way!). If you're passionate about sustainable transport, fleet management, and the people shaping the EV revolution, this episode is packed with insight, honesty, and a few laughs.
In this episode of Gov Tech Today, host Jennifer Saha speaks with James Regan, a recent transitioner from the public to the private sector. Regan shares insights from his extensive career in various roles in California state government, focusing on data management, pandemic response, and talent development in the age of AI. Now at Clutch Consulting, he discusses the importance of human-centered design and effective change management in modernizing government services. The conversation also delves into the integration of generative AI in the workforce and how public-private partnerships can drive innovation. Key themes include the necessity of risk-taking leadership in government, addressing regulatory constraints, and the importance of preparing the future workforce for AI. 00:00 Introduction to Gov Tech Today00:23 Meet James Regan: From Public to Private Sector00:40 James' Journey in Government01:39 Transition to Clutch Consulting02:10 The Importance of Human-Centered Design03:10 Challenges and Realities in Government Services04:54 Organizational Change Management (OCM)11:33 Navigating Policy and Regulatory Changes14:54 Generative AI in the Workforce17:59 Harnessing AI in Education and Training19:10 The Evolution of AI in the Workforce19:58 AI's Role in Government Efficiency20:25 Cybersecurity and AI Integration20:53 Future Workforce and AI Integration21:26 Simplifying AI for Everyday Use23:59 Generative AI and Government Challenges24:33 Leadership and Risk in AI Implementation26:19 The Need for Long-Term Planning in Government29:58 Addressing the AI Skills Gap33:28 Conclusion and Call to Action
Canada Immigration Provincial Pick for Skilled Worker Stream – Graduates (All Sectors) by New Brunswick on 19 September 2025Good day ladies and gentlemen, this is IRC News. I am Joy Stephen, a certified Canadian Immigration Practitioner, bringing you this Provincial News Bulletin from the province of New Brunswick. This recording originates from the Polinsys studios in Cambridge, Ontario.New Brunswick selected potential PNP nominees under the Skilled Worker Stream on 19 September 2025.Details of the draw released by the province:Stream: New Brunswick Skilled Worker Stream – Graduates PathwayDraw period: August 11–19, 2025Cut-off date and time: August 10, 2025 (11:59 pm AST)Occupational categories selected: All sectorsInvitations issued: 389Note: The August 11–19 draw period did not include the following NOC codes:NOC 42201 – Social and Community Service WorkersNOC 62200 – ChefsNOC 75101 – Material HandlersYou can always access past news from the Province of New Brunswick by visiting: https://myar.me/tag/nb/For insights on the Provincial Express Entry Federal pool, Canadian Permanent Residence Programs, or other Canadian immigration pathways, connect with us here: https://myar.me/cJoin our complimentary Zoom resource meetings every Thursday, with a Q&A session with Canadian Authorized Representatives every Friday: https://myar.me/zoomLearn more about selecting a qualified immigration representative here: https://ircnews.ca/consultant
Investors are rethinking real estate in Asia Pacific. Beyond offices and malls, living sectors like multifamily housing, co-living, student accommodation and senior living are emerging as the fastest-growing asset classes. On Industry Insight, Lynlee Foo speaks with Emily Fell, Senior Director at Savills Asia Pacific Capital Markets, about the demand drivers behind these sectors, the cultural and demographic shifts shaping them, and why global capital is increasingly moving into this space. See omnystudio.com/listener for privacy information.
In this episode of Excess Returns, we sit down with Joseph Shaposhnik, founder of Rainwater Equity and former star portfolio manager at TCW. Joseph shares the investment philosophy that drove his track record of outperformance, why he focuses on recurring revenue businesses, and how he evaluates management quality and capital allocation. We also explore lessons from great investors like Warren Buffett, Bill Miller, and Peter Lynch, along with insights on valuation, portfolio concentration, and the role of passive investing in today's markets.Main topics covered:How Joseph achieved long-term outperformance at TCW and what drove his resultsWhy recurring revenue and predictable cash flows are central to his approachThe importance of management quality and identifying “fanatics” vs. mercenariesLessons investors should and should not take from Warren BuffettBill Miller's influence and backing of Rainwater EquityCharacteristics Joseph looks for in great businesses and red flags in management teamsPortfolio concentration, position sizing, and risk managementWhy you don't need to have an opinion on every sectorSelling discipline and knowing when it's time to move onHow valuation fits into his framework and how he thinks about paying up for qualityThe impact of passive investing and why active managers must take a long-term viewStories and lessons from Peter Lynch, including his enduring influenceTimestamps:0:00 If a stock has doubled, you haven't missed it1:00 Introduction and Joseph's track record at TCW2:00 Keys to long-term outperformance8:00 Lessons from Warren Buffett's wins and mistakes11:30 Bill Miller's influence and support for Rainwater Equity14:00 What defines a high-quality business20:00 Free cash flow compounding and moats24:00 Red flags in management teams31:00 Why active management is broken and Joseph's solution35:00 Portfolio concentration and risk management42:00 Sectors to avoid and why47:00 Joseph's selling discipline53:00 Exceptional leaders and the role of management quality58:00 Valuation, future value, and the changing economy1:04:00 Passive investing and market distortions1:09:00 Lessons and stories from Peter Lynch1:14:00 Closing questions and key investing lessons1:20:00 Where to learn more about Joseph and Rainwater Equity
Drone companies say despite the Civil Aviation Authority's efforts to improve the timeliness of drone certifications, a massive increase in the number of applications means wait times are still too long.
Fashion's climate and nature strategies are converging – but what does that mean for brands and suppliers? Beth Jensen, chief impact officer at Textile Exchange, reflects on the key takeaways from our recent apparel conference, from cross-industry collaboration to the role of data. In conversation with Innovation Forum's Tanya Richard, she explains why nature-positive practices are not only about driving sustainability, but also about building supply chain resilience.
Inside CC Forum Zurich 2025: Investing in Sustainability In this episode, we sit down with Max Studennikoff, founder of the world-renowned CC Forum, the global platform where investors, policymakers, and changemakers come together to shape a sustainable future. From royal greetings and high-level gatherings to real-world impact deals, CC Forum has become a hub for leaders driving climate action, green innovation, and purpose-driven investment. With its upcoming Zurich 2025 edition themed “Investing in Sustainability”, Max shares his vision, past successes, and why this year's forum is the must-attend event for impact investors and entrepreneurs alike. Discover how CC Forum transforms dialogue into action and why Zurich will be the center stage for sustainability's next big leap. Secure your tickets: https://zurich.cc-forum.com/tickets/ and use the code IIS20VIP for a 20% discount. 0:00 – Introduction 2:00 – Founder of CC Forum 4:14 – The Vision Behind CC Forum 6:16 – Driving Impact & Sustainability 8:04 – What Makes CC Forum Unique? 9:49 – Memorable Deals & Global Partnerships 12:01 – Royal Recognition & High-Level Networking 18:15 – Zurich 2025: What to Expect 21:50 – Topics & Sectors at Zurich Forum 2025 24:04 – AI & Emerging Tech in Sustainability 33:54 – Why Attend CC Forum Zurich 2025? 36:34 – Closing: Join the Movement #CCForum #Sustainability #ImpactInvesting #GreenInnovation #Zurich2025 #ClimateAction #SustainableFuture
This podcast explores the impact of minimum energy efficiency standard (MEES) on commercial leases in the logistics sector, including rent review, lease renewals and dilapidation claims. Speakers: Julia Petrenko, Barrister, Falcon Chambers, Seb Taylor, Partner, HSF Kramer and Matthew Weal, Senior Associate, HSF Kramer
It used to be that when someone's annual income hit six figures, they were well into the realms of the well paid. Money correspondent Susan Edmunds spoke to Corin Dann.
With AI products spanning high-growth sectors like entertainment, content creation, productivity, and health & wellness, Gaxos.AI (NASDAQ: GXAI) is positioned for expansion and long-term shareholder value.CEO Vadim Mats explains how the company is leveraging two fast-growing markets through its proprietary AI framework. He highlights Gaxos.AI's evolution, the launch of ArtGen, and what sets the company apart in a competitive landscape.Watch the full video to learn how Gaxos.AI is building long-term value through its core business divisions: Gaxos Labs, Gaxos Health, and Gaxos Gaming.Learn more about Gaxos.AI through their website: https://gaxos.ai/Watch the full YouTube interview here: https://youtu.be/LsThJpZnYMg?si=Oyrjm0OT5-p2XLfqAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
The SPX tapped new record highs in Thursday's session. Kevin Green explains how a breakout of a "flag pattern" helped signal a push higher for the index. He explains why all the ingredients for a continuing upside run remain intact. Market breadth breathed life into Thursday's rally as well, as Kevin points out a substantial move in advancing stocks during the day.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
The Beige Book signals an economy under pressure, with slowing growth, rising costs, and cooling labor markets weighing on CRE. In this episode of CRE Exchange, Cole Perry and Omar Eltorai break down where challenges are mounting and where opportunities remain.They spotlight resilient sectors like data centers, industrial, and high-quality office, alongside the surprising momentum of unanchored strip centers. The discussion closes with a look at key upcoming economic data and what it could mean for investment strategies.Key Moments:01:14 Federal Reserve Beige Book insights07:40 Labor market data analysis11:19 Employment Situation Report breakdown16:20 Deep dive into strip center data20:30 Upcoming conferences and data releasesResources Mentioned:Beige Book: https://www.federalreserve.gov/monetarypolicy/publications/beige-book-default.htmJob Openings and Labor Turnover (JOLTS): https://www.bls.gov/jlt/ADP National Employment Report: https://mediacenter.adp.com/2025-09-04-ADP-National-Employment-Report-Private-Sector-Employment-Increased-by-54,000-Jobs-in-August-Annual-Pay-was-Up-4-4Employment Situation Report: https://www.bls.gov/news.release/empsit.nr0.htmEmail us: altusresearch@altusgroup.comThanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property
Markets are moving on more than just fundamentals. Michael Parise sits down with Eric Fuhrman of City National Rochdale to talk about investing in a world driven by tariffs, tax law changes, and shifting Fed policy. Eric shares how CNR's high-net-worth clients benefit from customized, multi-asset strategies that adjust for both long-term goals and short-term … Read More Read More
On this week’s episode of Brown Ambition, Mandi shares a personal update on reclaiming her office space, juggling family life, and the big push to finish her upcoming book Brown Ambition. She opens up about the discipline it takes to chase big goals—like her 4 a.m. writing sessions—and why it’s so important to reserve your best energy for yourself, not just your 9-to-5. Mandi also dives into the latest jobs report and what the data really says about the state of the economy, especially for Black women. With over 300,000 Black women pushed out of the workforce this year, she breaks down why the numbers don’t always tell the full story and how systemic bias shows up in hiring trends. But it’s not all doom and gloom she highlights industries where jobs are still growing, from healthcare to IT, and offers perspective on pursuing career moves that align with your skills and passion rather than just chasing trends. What You’ll Learn in This Episode: How to identify your personal “power hours” and use them for your most important goals The reality behind the labor market and why Black women are being hit hardest Sectors where job opportunities are growing despite the downturn How to balance pursuing in-demand fields with staying true to your own career path Practical ways to use AI to boost your job search and career strategy Why protecting your mental health is just as important as networking and applying Resources and Links Mentioned: Click here to Sign up for Mandi’s free workshop: How to Leverage AI for Your Career – September 25th, 8 p.m. EST Join the Brown Ambition Book Club via Patreon:patreon.com/brownambition Learn more about the Loveland Foundation: thelovelandfoundation.org See omnystudio.com/listener for privacy information.
Eric Pachman breaks down the August jobs report. He notes that healthcare and social services are only 17% of jobs in the U.S. but is disproportionately growing new jobs in the U.S. labor market. The rest of sectors, he says, are flashing recession signals. He doesn't even think a 50 basis point rate cut can fix things, citing Powell's comments that the Fed has little control over structural changes to the economy. Eric explains how immigration and healthcare are both structurally changing the U.S. economy and what could come of it.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
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The latest ADP payroll report shows U.S. job growth slowed sharply in August, with just 54,000 jobs added. Sectors like trade, transportation and education posted losses, while wages showed little movement. Economists warn the cooling labor market could undercut President Donald Trump's message of a booming economy. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Learn more about your ad choices. Visit megaphone.fm/adchoices
A new forecast released last week shows three industries will outperform for job growth during the next decade. The tech, health care, and energy sectors are expected to grow at a faster pace than the national average. A slower pace of overall job growth will likely influence how much new supply is needed, and in which locations. As for the latest week's operational results for multifamily, annual effective rent growth was 0.9% at the national level, and the occupancy rate was 93.5%. Listen to the latest RAOT podcast for more details!Explore our webpage for more insights and resources:https://bit.ly/Radix_Website
Atish Davda is the co-founder and CEO of EquityZen, a marketplace for private investments, where he has driven product development, built the leadership team, and led operations since its founding 12 years ago. Previously, he was VP of Product at Ampush, launching its New York office, and began his career at AQR Capital Management, helping manage the firm's $4B Global Stock Selection strategy.
This week, Liz Ann Sonders and Kathy Jones discuss the implications of political pressure on the Federal Reserve, particularly regarding the administration's attempts to influence monetary policy. They explore the potential risks of increased political control over the Fed, the current state of the bond and stock markets, and the importance of economic indicators such as labor market reports and inflation measures. Then, Kevin Gordon, director and senior investment strategist, joins Liz Ann to discuss the situation at the Fed, as well as the state of sectors and factors that could be sensitive to changes in interest rates. Kevin points out that housing is not acting as a traditional macro driver, and he explains the lack of correlation between mortgage rates and the fed funds rate.Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.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 investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.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. 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.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Currency trading is speculative, very volatile and not suitable for all investors.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.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.(0825-6V35)
In this episode of Talking Wealth, Fil and Pedro reveal the ASX's best and worst performing sectors, uncovering how each is positioned for the months ahead. From market trends to sector momentum, they break down what's driving performance and where opportunities may be emerging. Stay tuned until the end, where they reveal their top two sectors set to shine for the rest of 2025 and into 2026.
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.
In this episode, Heidrick & Struggles' Nicole Balsam and Haven Thompson sat down with Lisa Valentino, president of Best Buy Ads, which is the in-house regional media arm of Best Buy. The three discuss the growth in retail media networks and what this means for talent across the retail, media, and ad tech sectors. Valentin shares the capabilities and skill sets that are most important for talent today, and what sectors outside of retail media networks can be relevant experience. She also discusses how generative AI is affecting the retail media networks space, and how she expects the space to continue evolving in the next few years. Hosted on Acast. See acast.com/privacy for more information.
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.
CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
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
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.
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