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In this special crossover episode from Beatrice Erkers' Existential Hope podcast, The Cognitive Revolution's host explores the crucial, often-neglected question of building a positive vision for the future in the AI era. The discussion delves into what a new social contract and daily life could look like, covering transformative applications from self-driving cars and personalized tutoring to democratizing access to expertise and radically improving health. Listeners will gain insights into fostering higher societal expectations for progress, understanding Eric Drexler's "comprehensive AI services," and the profound impact of fiction in shaping AI's future. LINKS: Generative deep learning antibiotic design Why Tool AIs become Agent AIs Existential Hope Podcast Sponsors: Google AI Studio: Google AI Studio features a revamped coding experience to turn your ideas into reality faster than ever. Describe your app and Gemini will automatically wire up the right models and APIs for you at https://ai.studio/build Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive Tasklet: Tasklet is an AI agent that automates your work 24/7; just describe what you want in plain English and it gets the job done. Try it for free and use code COGREV for 50% off your first month at https://tasklet.ai PRODUCED BY: https://aipodcast.ing CHAPTERS: (00:00) Sponsor: Google AI Studio (00:31) About the Episode (02:43) Introducing Nathan Labenz (03:50) A Positive AI Future (Part 1) (12:23) Sponsors: Shopify | Tasklet (15:31) A Positive AI Future (Part 2) (15:31) Excitement for Self-Driving (19:25) Visions for 100 Years (24:58) Near-Term Transformative AI (31:08) AI's Impact on Sectors (41:16) Comprehensive AI Services (52:16) Balancing Hope and Risk (56:51) Raising Societal Ambitions (01:01:30) Branching Sci-Fi Narratives (01:06:00) Lessons From Podcasting (01:09:52) Outro SOCIAL LINKS: Website: https://www.cognitiverevolution.ai Twitter (Podcast): https://x.com/cogrev_podcast Twitter (Nathan): https://x.com/labenz LinkedIn: https://linkedin.com/in/nathanlabenz/ Youtube: https://youtube.com/@CognitiveRevolutionPodcast Apple: https://podcasts.apple.com/de/podcast/the-cognitive-revolution-ai-builders-researchers-and/id1669813431 Spotify: https://open.spotify.com/show/6yHyok3M3BjqzR0VB5MSyk
Flood Data Shows Alarming Trends, Surpassing Previous Modeling Estimates. Professor Beth Tellman (University of Arizona Geography Department; Cloud to Street) highlights that her compiled flood data is useful for financial sectors, such as insurance and municipal bonds. The data shows Asia dominates observations, accounting for 398 of 913 events, including 85 in India and 52 in China. Furthermore, climate change projections for 2030 show Asia, among 57 countries globally, is expected to see significantly increased flood exposure. Tellman asserts her data is more alarming than previous modeling because it systematically captures impactful human events that models often exclude, such as dam breaks (13 events affecting over 13 million people). Although projections to 2100 are highly uncertain, the 2030 predictions are considered a "pretty good bet." This fresh, observed data, which runs contrary to good planning, is expected to be incorporated into the next IPCC report. 1894 PORTLAND
With the S&P 500 up, many are wondering how much longer the bull market can run. Kevin Mahn says recent history is on its side. He attributes this resilience to the A.I. revolution, which he believes has just begun to gain steam. He also expects earnings to continue to drive the market, but warns that valuations matter and investors should be selective in their approach. Mahn sees opportunities in A.I. infrastructure, aerospace and defense, and small-cap biotech, as well as in the utilities trade.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
In this exclusive UC Today interview, host Kieran Devlin speaks with Marina Risher, Senior Product Manager for Public Sector Solutions at AudioCodes. With over two decades of experience in software engineering and product leadership, Marina shares her insights into how regulated industries can reap the benefits of AI-powered meeting intelligence—without compromising on security or compliance. If you're in government, defense, finance, or healthcare, and grappling with the challenges of cloud-based collaboration, this session is a must-watch.As AI adoption accelerates across the workplace, regulated sectors face a unique challenge: how to harness intelligent meeting tools without compromising compliance or data sovereignty. That's where MIA On-Prem from AudioCodes comes in—a fully on-premise, AI-powered meeting intelligence solution designed specifically for highly regulated environments.In this conversation, Marina Risher explains:Why trust, cost control, and operational autonomy are driving a wave of cloud repatriation in regulated industries.How MIA On-Prem uses small language models (SLMs) to generate secure, compliant meeting insights—entirely on-premise.The importance of customizable, template-based meeting summaries that meet strict formatting and documentation standards.How AudioCodes leverages its deep experience in UC and CX to offer seamless integration with legacy telephony systems.To dive deeper, visit the AudioCodes MIA On-Prem landing page to explore the product brochure, watch a live demo, and access the full solution architecture. Ready to secure your meetings? Get in touch with the AudioCodes team to discuss how MIA On-Prem can be deployed in your organization.
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Asia REITs surged in September, led by Singapore and Australia, fueled by strong property fundamentals, lower interest costs, and attractive yields. The Manulife Asia Pacific REIT Fund has seen a ~20% year-to-date gain, with retail and diversified REITs at the forefront. What’s driving this rally, which sectors are leading, and what lies ahead for investors in the region? On Wealth Tracker, Hongbin Jeong speaks to Derrick Heng, Director, Portfolio Manager, Equities, at Manulife Investment Management, to find out more.See omnystudio.com/listener for privacy information.
PNW Water Summit November 4, 2025, 8:30 a.m. to 5:30 p.m. Mountain Time
Topics Covered:High-beta vs. low-volatility stock performanceWhy narrow market breadth can lead to leadership shiftsSigns of improving fundamentals after a mild earnings recessionThe impact of new small-business tax cuts on growth and jobsThe case for quality stocks in a late-cycle environmentGlobal opportunities in value and emerging-market equitiesKey Takeaway:Rotation and selectivity — not just momentum — will shape the next leg of this market.Visit us at dantesoutlook.com
Sectors like energy and AI are reshaping the global economy, but are investors prepared for what comes next?In this interview, we sit down with Bluemound Asset Management Founder Kirk Spano as he discusses the evolving capital markets, from the rise of AI to opportunities in mid-cap and small-cap companies. Kirk also shares his views on energy, space, and solar stocks and how these sectors fit into the next wave of market growth.Self-directed investors can read Kirk Spano at FundamentalTrends.com with a free subscription or a paid membership using code Global1 for 50% off your first year.Bluemound Asset Management helps clients build and protect long-term wealth through disciplined, risk-managed investing. Learn more: https://www.bluemoundam.com/Watch the full YouTube interview here: https://youtu.be/gSKKjWJ0gk8And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia
In tonight's Australian Stock Market Show, Dale and Janine discuss what sectors to buy in the ASX that are set to boom in 2026.
Tehillah Niselow speaks to Karishma Govender, General Counsel at National Economic Fund See omnystudio.com/listener for privacy information.
Upfront Investor Podcast: Weekly Australian Stock Market Update | Trading and Investing Education
In tonight's Australian Stock Market Show, Dale and Janine discuss what sectors to buy in the ASX that are set to boom in 2026.
For episode 618 of the BlockHash Podcast, host Brandon Zemp is joined by Christian Davies, Global Head of Distribution and Innovation for Relm. Christian Davies has over 12 years of experience in the insurance industry as a worldwide brokerage executive director and founder. He drives Relm’s global distribution strategies and fosters innovation to enhance product reach and market impact. Relm crafts insurance solutions that give businesses in dynamic industries like Web3, AI, Alternative Medicine, Biotech and the Space Economy the protection to innovate and thrive. ⏳ Timestamps: (0:00) Introduction(1:07) Who is Christian Davies?(11:07) How to keep up with variable risk across emerging tech(12:51) How to insure the growing Cybersecurity space(17:43) How does Relm assess risk for a company(19:28) AWS outage(22:28) Why Founders should prioritize insurance against risk(24:30) Relm roadmap for 2025 and 2026(28:30) UI/UX in Web3(30:31) Events & conferences(32:12) Learn more & contact Relm
Edward Dowd thinks the broad market, driven largely by a massive bubble in overvalued AI stocks, is inching closer to the edge of the abyss as a mounting crisis in the real estate and credit sector make themselves apparent. Edward argues that the meltdown will happen quickly, and those caught up in the euphoria of the tech sector may find themselves losing their shirts when the bubble finally bursts.Get Your Commodity Culture Merch: https://commodity-culture-shop.fourthwall.comPhinance Technologies: https://phinancetechnologies.comEdward's website: https://www.eddowd.comFollow Edward on X: https://x.com/DowdEdwardFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture
The UK Investor Magazine was delighted to welcome Neil Wilson, Investor Strategist at Saxo UK, to discuss global equity markets and key near-term events.The discussion begins by examining the Bank of England's monetary policy constraints and whether rate cuts can deliver meaningful market impact, given current inflation rates.The conversation then turns to global equity valuations, questioning whether elevated price levels represent a genuine concern or simply reflect the natural progression of market appreciation.This leads into artificial intelligence, weighing whether the sector is experiencing a speculative bubble or if current valuations can be justified by future earnings.We look at the current US earnings season, highlighting standout companies and the key takeaways.With the FTSE 100 trading near record highs, we explore which sectors present the most compelling value opportunities for UK investors.Neil provides his view on the gold rally and whether it can be sustained. Hosted on Acast. See acast.com/privacy for more information.
According to a credible source, a new US-Canada trade deal could be finalized at the APEC summit in Japan scheduled for the end of this month. Sectors up for negotiation include steel, softwood lumber, energy and aluminum. Let's talk about this major trade news update! This episode was recorded on October 21, 2025.Don't forget to like, share, comment and subscribe to support Bill's work! THANK YOU!Become a podcast member to hear Bill's stories and life lessons from 50+ years as a broadcast journalist in his members-only series, MORAL OF THE STORY: https://www.youtube.com/channel/UCeUbzckOLocFzNeY1D72iCA/joinListen to The Bill Kelly Podcast everywhere: https://kite.link/the-bill-kelly-podcastYouTube: https://www.youtube.com/@TheBillKellyPodcast/featuredBlueSky: https://bsky.app/profile/billkellypodcast.bsky.socialSubStack: billkelly.substack.com/*Comment ‘likes' on behalf of this channel are an acknowledgment of your comment, not necessarily an endorsement of its contents. Thanks for joining these critical discussions in critical times!WATCH THIS EPISODE and subscribe to our channel: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit billkelly.substack.com/subscribe
In this episode, we explore the top 5 industries that contribute most to hair loss due to stress and demanding conditions. We offer suggestions on how to manage or transition out of high-stress professions to improve your overall well-being and hair health. -HELP IS WITHIN YOUR REACH!Alopecia Angel is dedicated to those seeking a holistic, natural, and safe approach to healing Alopecia from the inside out! The main force behind Alopecia Angel is a deep desire to help individuals achieve what I achieved with a natural treatment option, a well-rounded approach to health, wellness, and reversing Alopecia naturally without antibiotics, pharmaceuticals, cortisone shots to the head, or embarrassing creams.After seeing results with my multi-tiered natural Alopecia treatment, targeting mind, body, nutrition, environment, and other elements, I decided I wanted to share my findings and let others know that a natural, safe, and holistic method does in fact exist to regrow hair from alopecia. -Website: https://www.alopeciaangel.comYouTube Channel: https://www.youtube.com/alopeciaangelFacebook: https://www.facebook.com/alopeciaangelInstagram: http://instagram.com/alopecia_angel
In this episode of the Learn Feng Shui Podcast, host Candice Berlanga explores the intersection of Feng Shui and the supernatural, focusing on haunted houses, spiritual energies, and the impact of location on energy flow. We look at the significance of the Northeast and Southwest corners of a home, the effects of living near cemeteries, and the influence of certain plants. Folklore Friday: Haunted objects and cursed items throughout history. 0:05 Intro01:27 Feng Shui & the Spiritual Realm 03:10 Energy of Sectors 06:03 What to avoid07:05 Plants and Trees to avoid 09:05 Overly “Yin” Energies 12:45 Land with Negative History 17:00 Statues and Figures 19:13 Haunted Objects 22:05 The Hope Diamond 23:37 The Dibbik Box24:48 The Tallman Bunkbeds25:46 The Busby Stoop Chair26:34 Crying Boys Painting 27:13 The Woman from the Line Painting 27:54 The Orlov Diamond 28:50 Jame Dean Porche30:07 The Bassano Vase30:55 The Hands That Resist Him 32:34 Famous Cursed Dolls38:45 Final Thoughts -------Subscribe on Substack! https://learnfengshui.substack.com/?r=442rsj&utm_campaign=pub-share-checklistSend questions here: info@learnfengshui.com Connect on social media & contact me HERE https://linktr.ee/learnfengshuinow--------Sources:https://www.fengshuibalanz.com/feng-shui/outdoor/ghosts-spirits/https://fengshuinexus.com/feng-shui-rules/feng-shui-rules-related-to-supernatural/Folklore Friday https://usghostadventures.com/haunted-stories/real-haunted-dolls-annabelle-robert-the-doll-and-lily/https://usghostadventures.com/americas-most-haunted-trending/the-worlds-most-cursed-objects/
“Staying invested is better than running for the exits,” Doug Butler argues. He advises investors to stay in the market and discusses how he has reallocated his portfolio to find safety, moving into sectors like utilities and energy. However, he still owns names like Microsoft (MSFT) or Oracle (ORCL). Another of his picks is Honeywell (HON).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Policy Seminar | IFPRI Policy Seminar Tackling extreme poverty and financing for food systems in Africa Organized by IFPRI and partners on the margins of the IMF-World Bank Annual Meetings October 17, 2025 Join speakers from IFPRI, IFAD, UNU-WIDER and the World Bank for a high-level seminar exploring two major African priorities – poverty reduction and food systems transformation in sub-Saharan Africa. Speakers will highlight the need to make progress on reducing poverty in fragile and conflict-affected areas across the continent, and the need to examine how most effectively to finance food systems amidst declining external funding flows. An inaugural World Bank- UNU-WIDER report on poverty and fragility, being previewed at this seminar, indicates that Sub-Saharan Africa has become the epicenter of the poverty–fragility nexus, with some 70% of people in fragile and conflict affected areas now living in the region and half of the world's extreme poor projected to reside in fragile SSA states by 2030. The Africa Report on External Development Financial Flows to Food Systems, recently released by IFAD, AKADEMIYA2063, and IFPRI—analyzes the volume and composition of development finance directed toward African food systems, and implications of decreasing external flows, also for national financing strategies. This timely discussion will spotlight urgent financing needs and policy pathways to reduce poverty in the most vulnerable regions of Africa and strengthen food systems across the continent. It will also underscore the critical role of robust evidence and data-driven analysis in guiding effective financing strategies and policies —particularly as governments and development partners confront the dual pressures rising fragility and declining external flows. By grounding decisions in rigorous research, stakeholders can better align resources with impact and chart more resilient, equitable paths forward. Opening Remarks Luis Felipe López-Calva, Global Director, Poverty Global Department, World Bank Group Patricia Justino, Director Designate, United Nations University World Institute for Development Economics Research (UNU-WIDER) Report Presentations Breaking the Fragility-Poverty Trap (World Bank Group, UNU WIDER) Maria Eugenia Genoni, Senior Economist, Poverty and Equity Global Practice, World Bank Africa Report – External Development Financial Flows to Food Systems (IFAD, AK2063 and IFPRI): Key Findings John Ulimwengu, Senior Research Fellow, IFPRI High-level Panel Kamal Gutale, Permanent Secretary for the Office of the Prime Minister of the Federal Government of Somalia Enilde Sarmento, Macroeconomist-Adviser, International Monetary Fund (IMF); member of Mozambique's delegation to the annual meetings; former National Director, Directorate of Economic Policies and Development, Ministry of Economy and Finance Diane Menville, Associate Vice President and Chief Financial Officer, Financial Operations Department, International Fund for Agricultural Development (IFAD) Ana María Ibáñez, Vice President for Sectors and Knowledge, Inter-American Development Bank (IDB) Johan Swinnen, Director General, IFPRI Moderator Charlotte Hebebrand, Director of Communications & Public Affairs, IFPRI More about this Event: https://www.ifpri.org/event/tackling-extreme-poverty-and-financing-for-food-systems-in-africa/ Subscribe IFPRI Insights newsletter and event announcements at www.ifpri.org/content/newsletter-subscription
This podcast explores delivering social value within the living sector, including through regeneration and impactful development. Speakers: • Jasmine Ceccarelli-Drewry, Director, Place Advisory & Social Impact, Avison Young • Katherine Hosea, Project Director, London Legacy Development Corporation • Carolyn Milligan, Partner, HSF Kramer • Gabrielle Coppack, Knowledge Lawyer, HSF Kramer
Friso Berghuis, director of listed investments at Dutch pension fund investment manager Bouwinvest, joined the REIT Report podcast to discuss the integration of REITs and listed real estate into Bouwinvest's global investment strategy.Bouwinvest has executed on a fully integrated public and private real estate strategy since 2012. Berghuis noted that including listed real estate ensures the opportunity to invest in specific compelling geographic markets and sectors such as health care, self-storage, and data centers.“Essentially, investing in listed real estate means you are also adding high quality diversified portfolios to the mix. And these portfolios are generally managed by seasoned management teams,” Berghuis said.Other reasons to choose global listed real estate include the ability to move quickly to invest in multiple sectors and markets, and the fact that listed and unlisted investments generally do not move in sync, he noted.
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
Seasonality in the Cattle Market Winter Canola Expansion and Improvement Wildlife Color Combinations 00:01:05 – Seasonality in the Cattle Market: A cattle market update with Derrell Peel, Oklahoma State University livestock economist, begins today's show as he talks about a pause in the market and how different sectors are doing. Derrell.Peel@okstate.edu Cow-Calf Corner Newsletter 00:12:05 – Winter Canola Expansion and Improvement: Continuing today's show is K-State's Mike Stamm and Scoular's Ed Prosser as they explain how canola has expanded in Kansas and what research has improved the crop. 00:23:05 – Wildlife Color Combinations: Drew Ricketts, K-State wildlife specialist, ends the show discussing common color combinations in wildlife and how it impacts how they are preyed on. Send comments, questions or requests for copies of past programs to ksrenews@ksu.edu. Agriculture Today is a daily program featuring Kansas State University agricultural specialists and other experts examining ag issues facing Kansas and the nation. It is hosted by Shelby Varner and distributed to radio stations throughout Kansas and as a daily podcast. K‑State Research and Extension is a short name for the Kansas State University Agricultural Experiment Station and Cooperative Extension Service, a program designed to generate and distribute useful knowledge for the well‑being of Kansans. Supported by county, state, federal and private funds, the program has county Extension offices, experiment fields, area Extension offices and regional research centers statewide. Its headquarters is on the K‑State campus in Manhattan
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
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
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.
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
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)
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.