Podcasts about securities

The Supreme Court recently heard the case of Securities and Exchange Commission vs. Jarkesy. Cato's Tommy Berry and the Pacific Legal Foundation's Oliver Dunford evaluate what the court heard. Hosted on Acast. See acast.com/privacy for more information.

Our series of year ahead conversations continues as we focus on an outlook for preferreds and where opportunity can be found. Featured is Frank Sileo, Senior Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss the first candle of the advent wreath, HOPE, and how it relates to our stewardship.See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

The End of TV as We Know It and How to Profit From It Television has undergone a remarkable evolution since its inception, and data suggests the future of TV is steeply declining. Today nearly 40% of households are no longer paying for traditional TV. Social media apps have become the new form of old-fashioned broadcast media, begging the question: How will legacy cable and satellite players and the Hollywood content providers respond? In this episode, Jane Ross, Jason Helfstein, and Tim Horan discuss these big themes and what investors should look for regarding players with the pricing and staying power to keep and grow subscribers.   Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates. This presentation may contain forward looking statements or projections regarding future events.  Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections.  Past performance does not guarantee future results. The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respective market segments.  Please note that indexes are unmanaged and their returns do not take into account any of the costs associated with buying and selling individual securities.  Individuals cannot invest directly in an index. Oppenheimer Transacts Business on all Principal Exchanges and Member SIPC  6123275.1

Tuesday is for inviting Michael Cirillo to the pod! We are covering a counter-narrative to the EV decline rhetoric, Alex Vetter getting cheeky on X, and crypto currencies experiencing a surge.Show Notes with links:BloombergNEF's latest zero-emission vehicle report, unveiled at COP28 in Dubai, challenges the narrative of an EV slowdown, highlighting significant growth and future potential in the EV market.EV sales are defying slowdown rumors, with worldwide projections to reach 14 million in 2023, a 36% increase from 2022. EV-only sellers such as Tesla and BYD are on pace to capture 7% of global sales in 2023.The U.S. market is showing remarkable growth with a projected 50% increase in EV sales this year.Emerging economies like India, Thailand, and Indonesia are rapidly adopting EVs, driven by affordable models in the US$10,000 range, and changing market dynamics.In the US, the Inflation Reduction Act has sparked $100B of investment in EV and battery manufacturing.One thing that has stalled are global commitments to phasing out ICE vehicles. Only 19% of countries have ICE phase out target dates, and the automakers committed to it only represent 32% of the market.Starting with a cheeky tweet, Alex Vetter, CEO of Cars Commerce, casts a skeptical eye on Hyundai's Amazon deal, emphasizing his company's superior capabilities in facilitating vehicle sales. In a candid interview, he critiques the pilot project's scope and its implications for the auto industry.Vetter's cheeky take on the deal: “@Hyundai — please dm me, we can enable ALL of your retailers vs 18 and do it with people actually buying cars, not dog food.”He stressed that car buying is a multichannel experience, doubting Amazon's ability to match the depth of research and advice provided by dedicated auto platforms.Vetter points out the PR benefits for Hyundai but is skeptical about Amazon's impact on actual car sales, highlighting the need for targeted digital platforms.He suggests that digital platforms like Cars Commerce are more efficient in reaching active car buyers, reducing the waste seen in mass-market advertising.It has been a while since we have talked about crypto, but the major currencies are seeing quite the rebound as Bitcoin jumps over $41k and Eth gets back about $2200. Experts believe the potential drop in interest rates by the Fed are impacting the crypto outlook as well.Bitcoin is close to its next ‘halving', a process in reducing Bitcoin miners every 4 years, which historically has led to record high values.But perhaps a bigger impact on Bitcoin's rise is increasing confidence within the sector that additional cryptocurrency exchange-traded funds (ETFs) may be approved by the Securities and Exchange Commission (SEC) as soon as next month.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email ASOTU Instagram: https://www.instagram.com/automotivestateoftheunion

The low-carbon transition is one of five mega forces, or structural shifts, we track for investment risks and opportunities. Christopher Weber, Head of Climate Research at the BlackRock Investment Institute, shares three investment themes we're following at this year's UN climate conference (COP28).This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2023 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM1223U/M-3262100See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this edition of the Bloomberg Law Show, Greg Stohr and Kimberly Robinson speak with Securities lawyer Susan Hurd of Alston & Bird on the SEC's use of an in-house tribunal system to handle fraud complaints. Plus, they get the latest on the Justice Department's challenge to JetBlue's takeover of Spirit Airlines with Bloomberg Antitrust Reporter Leah Nylen.  See omnystudio.com/listener for privacy information.

The Supreme Court appeared likely to require the Securities and Exchange Commission to bring certain enforcement actions in federal court, rather than resolve them in-house. The only question appeared to be whether the justices' ruling will ensnare other federal agencies.  Cases and Controversies hosts Kimberly Robinson and Greg Stohr discuss how the court might limit its ruling. Do you have feedback on this episode of Cases & Controversies? Give us a call and leave a voicemail at 703-341-3690.

On Wednesday, November 29, the Supreme Court heard oral arguments in Securities and Exchange Commission v. Jarkesy. The case involves three constitutional challenges to the agency, involving the right to a jury trial; the nondelegation doctrine; and the scope of executive power. In this episode, Noah Rosenblum, assistant professor of law at NYU, and Ilan Wurman, assistant professor at the Sandra Day O'Connor College of Law at Arizona State University, join Jeffrey Rosen to break down the arguments in the case, which pits the federal regulatory agency against a hedge fund manager charged with securities violations. They break down the constitutional claims at play, and discuss how the case could affect the future of the SEC and the modern administrative state as we know it.    Resources:  SEC v. Jarkesy (oral argument via CSPAN; transcript)  Noah Rosenblum, “The Case That Could Destroy the Government,” The Atlantic (Nov. 27, 2023)  Ilan Wurman, Brief in Support of Neither Party, SEC v. Jarkesy   Ilan Wurman, “Nondelegation at the Founding” (Yale L.J. 2021)  Julian Davis Mortenson & Nicholas Bagley, “Delegation at the Founding,” (Columbia L.Rev. 2021)      Questions or comments about the show? Email us at podcast@constitutioncenter.org.   Continue today's conversation on Facebook and Twitter using @ConstitutionCtr.   Sign up to receive Constitution Weekly, our email roundup of constitutional news and debate, at bit.ly/constitutionweekly.  You can find transcripts for each episode on the podcast pages in our Media Library. 

Giving to others can be an incredibly rewarding experience. Have you ever wondered how you can give better? In this One for the Money podcast episode, I discuss ways to improve our giving and make it more impactful for both others and ourselves. In this episode...The season of charitable donations [01:12]Donor-advised funds [03:39]Donating appreciated assets [05:26]Giving retirement money [06:33]Planning charitable giving [09:32]The month of givingFor many people, December is the season of giving. While many may think of presents around a Christmas tree, December is also when the most money is given to charitable organizations. According to the Blackbaud Institute, in 2021, over 20% of all donations for the year were received in December. Americans gave an astounding $471 billion to charity in 2020, nearly 70% of that coming from individuals. What's fascinating is that philanthropic giving is highly correlated to the stock market's strength. The better the stock market performs, the more charitable contributions are made. Investing to giveA donor-advised fund is an investment account you set up to hold your donations, allowing you to receive a tax deduction. The great thing is that you don't have to decide where to donate these funds until later. The money can grow until you find the charity best aligned with your values. Donor-advised funds can accept non-cash assets, as well as stock, mutual funds, bonds, and even S and C corp stock.While a donor-advised fund can be a potent vehicle for charitable contributions, the fact that they can receive stock provides an introduction to another powerful way to give to either a donor-advised fund directly or to a charity itself. Some may think it's best to sell appreciated assets and give the money to charity. A better way is not to sell the asset at all and give it directly to the charity. Donating appreciated stock to a charity can be more beneficial than selling it. The charity can receive more without paying taxes, and you can qualify for a larger tax deduction.Qualified charitable distributionsWhat if you want to give some of your retirement money to charity? A qualified charitable distribution(QCD) is a tax-free donation from an IRA to a qualified charity. While a QCD can't be deducted from your taxes, the savings on your income may make this type of donation beneficial to your taxes. A QCD counts toward satisfying the required minimum distributions. QCDs must go directly from the IRA to the charity. Clients can be provided with a checkbook just for their QCDs so they can make direct contributions. While there isn't a deduction for these contributions, they're a great way to give unwanted retirement funds to charity.Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.Resources & People MentionedOverall Giving Trends - Blackbaud InstituteTrends that Will Shape Philanthropy in 2022 | Giving USA2021 Donor-Advised Fund Report | National Philanthropic TrustWho Itemizes Deductions?

    Ep 94 - From Bricks to Community Engagement in a Multi-Generational Family Business    On this episode of The Family Biz Show, Andy Breuer from Hueber-Breuer Construction Company. Andy shares his journey of joining the family business and the company's 151-year legacy and we discuss the importance of maintaining a good reputation, the significance of company culture, and the role of managing a construction business. Andy highlights several community-oriented projects and the company's focus on sustainability, succession planning, leadership development, community involvement, and the challenges of running a construction business in New York State.   OUR GUEST  ANDREW BREUER* Andy Breuer, President of Hueber-Breuer Construction Co., Inc., represents the sixth generation of Central New York's oldest, continuously operating construction company. Andy displayed an early interest in the family business and throughout his adolescence spent his summers immersed in Hueber-Breuer projects. He graduated from Emory University in 2000 and returned to Syracuse from Atlanta in 2002. Since that time, Andy has been at the helm of many projects for Hueber-Breuer, in the capacity of Project Manager, Project Executive, and now President of the 151-year-old business.  The origins of Hueber-Breuer date back to the Hueber family's arrival as stone masons who immigrated from Europe and ultimately found work in Central New York with the construction and ongoing maintenance of the Erie Canal. The earliest records of Hueber Brothers performing as independent contractors date back to 1872, and the family has been consistently building and developing Central New York ever since! Today, Hueber-Breuer's offices remain on the south side of Syracuse, within blocks of where they have been for nearly one hundred years. The roots of the family business in Syracuse run deep and remain central to the values, vision, and operations of the company. Andy leads Hueber-Breuer with an eye towards building on the legacy of his family through a culture of community, caring, and innovation.   Some of Hueber-Breuer's recent projects delivered under Andy's leadership include the Nexus Center, NYS Fairgrounds EXPO Center, the SUNY Poly Hilltop Residence Hall, the Lakeview Amphitheater, and the Destiny Embassy Suites Hotel. Hueber-Breuer consistently reaffirms their commitment to build to the benefit of both client and community; presently this includes the Syracuse Community Health Center project, which will bring a state-of-the art facility providing affordable healthcare to the south side of Syracuse. Also currently under construction is the revitalization of the Moyer Carriage Lofts, which will provide 128 quality, affordable housing units to the north side of the city.   Andy's numerous charitable and philanthropic passions include recent terms as board president of both the Central New York Community Foundation and the Syracuse Area Landmark Theatre. When he's not working, you can likely find him with his family enjoying live music or exploring the ski slopes, woods, or rivers of Central New York.  ---- If you're a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form!  CRN-6050488-102523  *not affiliated with Lincoln Financial Advisors Corp.  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

Each month, a panel of constitutional experts convenes to discuss the Court’s upcoming docket sitting by sitting. The cases covered in this preview are listed below. Brown v. United States (November 27) - Criminal Law; Whether the definition of “serious drug offense” in the Armed Career Criminal Act incorporates the federal drug schedules that were in effect when the individual committed the firearm offense, or instead the schedules that were in effect at the time of the state drug offense. McElrath v. Georgia (November 28) - Criminal Law, Double Jeopardy; A challenge by a Georgia man who was found not guilty by reason of insanity on one charge arising from the stabbing death of his mother and guilty but mentally ill on another charge to the state’s ability to try him again on the charge on which he was acquitted. Wilkinson v. Garland (November 28) - Immigration; Whether federal courts have the power to review an agency’s determination that a noncitizen did not meet the “exceptional and extremely unusual” hardship requirement to cancel deportation. Securities and Exchange Comm’n v. Jarkesy (November 29) - Administrative Law, Financial Services; A challenge to the SEC’s use of in-house judges. Harrington v. Purdue Pharma, L.P (December 4) - Whether the Bankruptcy Code gives a court the power to approve a release that extinguishes claims against third parties, without the consent of the individuals or entities holding the claims. Moore v. United States (December 5) Federalism & Separation of Powers - Whether a federal “mandatory repatriation tax” violates the 16th Amendment. Muldrow v. City of St. Louis, Missouri (December 6) - What protections does Title VII of the Civil Rights Act of 1964 provide to employees who contend they were the victim of a discriminatory transfer? Featuring: Justin Aimonetti, Attorney, Dechert LLP Adi Dynar, Attorney, Pacific Legal Foundation Prof. Jennifer Jenkins, Associate Professor of Law, Ave Maria School of Law Prof. Lindsey Simon, Associate Professor of Law, Emory University Law School Moderator: Stephanie Maloney, Chief of Staff and Associate Chief Counsel, U.S. Chamber Litigation Center

It's Thursday, November 30th, A.D. 2023. This is The Worldview in 5 Minutes heard at www.TheWorldview.com. I'm Adam McManus. (Adam@TheWorldview.com) By Jonathan Clark Israel-Hamas ceasefire continues Israel and Hamas, the Muslim terrorist group, continue their temporary ceasefire for a hostage-for-prisoner exchange. Coverage of the recent Gaza conflict has overlooked the plight of the Christian minority there. International Christian Concern reports that Christianity in Gaza dates back to the 4th century A.D. With so much conflict in the area in recent times, Gazan Christians are known for their operation of some of the best medical institutions as well as educational and business groups. However, the Christian population in the area is steadily dwindling.  Christians who stay in Gaza experience life as second-class citizens. Those who convert to Christianity from Islam face persecution and even death. Muslims in Gaza coming to Christ In other Gaza news, hundreds of Muslims in the region are reportedly coming to Christ. Michael Licona, a Christian professor and president of Risen Jesus Inc., shared news from underground Christian ministries in Palestine. He said, “Over the past two days, we have ministered to hundreds of fathers who have lost most, if not all, of their children in the war. … As we moved these men to safety, we … began to read the Bible to them — sharing the way of peace through Jesus. … They have come back to us to learn more from God's Word and are asking how to follow Jesus.” In Matthew 11:28, Jesus said, “Come to Me, all you who labor and are heavy laden, and I will give you rest.” Could federal agencies be restrained? In the United States, the Supreme Court is considering a case that could limit the power of federal agencies. Conservative justices appear ready to limit the Securities and Exchange Commission which has been able to enforce securities laws in-house instead of through the courts. Chief Justice John Roberts, who sometimes sides with the conservatives, commented, “The extent of impact of government agencies on daily life today is enormously more significant than it was 50 years ago.” The case is one of two others aimed at scaling back the power of the administrative state. Americans gave 11% less in 2022 than 2008 Giving USA reports that Americans only gave 1.7% of their disposable income to charity last year. It's the lowest percentage since 1995. Americans gave about $500 billion in 2022. When adjusted for inflation, that's an 11% drop in giving and the first drop since 2008's Great Recession.  Educational organizations received 10% less in donations followed by environmental groups (9% less) and human services organizations (8% less). Religious organizations only saw a 2.6% decrease. Pro-life states helped save 32,000 babies since Roe overturned The Institute of Labor Economics released a report on the effects of the U.S. Supreme Court's decision to overturn Roe v. Wade last year. The study found, “Our primary analysis indicates that in the first six months of 2023, births rose by an average of 2.3 percent in states enforcing total abortion bans compared to a control group of states where abortion … remained protected, amounting to approximately 32,000 additional annual births resulting from abortion bans.” Life expectancy rose in 2022 to 77.5 years The Centers for Disease Control and Prevention reports U.S. life expectancy increased in 2022 to 77.5 years. That's a 1.1-year increase compared to 2021. But it is still down from 78.8 years in 2019 before the COVID-19 pandemic. U.S. life expectancy has largely plateaued over the last decade during the rise of drug overdose deaths and suicides. America's life expectancy is lower than other comparable countries and did not rebound as fast from the pandemic like France, Italy, Spain, and Sweden did. 5.2% increase in GDP in third quarter The U.S. Commerce Department reports that the Gross Domestic Product increased at an annual rate of 5.2% during the third quarter of 2023. Economic growth beat expectations of 4.9%. The growth represents increases in consumer spending, private inventory investment, exports, and government spending. John Bunyan's 395th birthday celebration And finally, this week is the anniversary of the birth of John Bunyan. He was baptized on November 30, 1628 and is thought to have been born around the 28th in Elstow, England. Bunyan had little formal education and worked as a tinker, someone who repaired tin cooking ware and utensils. Nonetheless, he authored over 60 books and had a profound influence on Christianity, especially through his book The Pilgrim's Progress. Bunyan's writings have been translated into over 200 languages. Watch the animated 30-minute video The John Bunyan Story from Torchlighters with your kids or grandkids. And get the Torchlighters Activity book for your kids that has a section devoted to Bunyan. Check out the special links in our transcript today at www.TheWorldview.com. He reminds us of the apostles in Acts 4:13, “Now when they saw the boldness of Peter and John, and perceived that they were uneducated and untrained men, they marveled. And they realized that they had been with Jesus.” Close And that's The Worldview in 5 Minutes on this Thursday, November 30th in the year of our Lord 2023. Subscribe by iTunes or email to our unique Christian newscast at www.TheWorldview.com. Or get the Generations app through Google Play or The App Store. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

It's that time of year! Neatvember! Adam joins us again to chat about all things omg.lol, Kentucky, and Passkeys! Neatvember! 00:00:00 Happy Neatvember everyone!

General Motors is planning higher-octane cash returns for investors in an attempt to restore confidence in its main gig — making vehicles that are not electric. We’ll get into what this could signal for the broader EV industry. And, many of the Securities and Exchange Commission’s regulatory powers are on the line in a current Supreme Court case. We’ll examine what the case has to do with conservative justices’ disdain for the administrative state. Plus, a National Spelling Bee champion’s secret to success. Here’s everything we talked about today: “GM Plans $10 Billion Stock Buyback in Bid to Assuage Investors” from The Wall Street Journal “Supreme Court's conservatives voice concerns about SEC's in-house enforcement” from The Hill “Supreme Court to consider multi-pronged constitutional attack on SEC” from SCOTUSblog “Major OxyContin case headlines December session” from SCOTUSblog Opinion | “I won the National Spelling Bee. This is what it takes to master spelling.” from The Washington Post If you've got a question, comment or submission for a state drink, send them our way. We're at 508-UB-SMART or email makemesmart@marketplace.org.

General Motors is planning higher-octane cash returns for investors in an attempt to restore confidence in its main gig — making vehicles that are not electric. We’ll get into what this could signal for the broader EV industry. And, many of the Securities and Exchange Commission’s regulatory powers are on the line in a current Supreme Court case. We’ll examine what the case has to do with conservative justices’ disdain for the administrative state. Plus, a National Spelling Bee champion’s secret to success. Here’s everything we talked about today: “GM Plans $10 Billion Stock Buyback in Bid to Assuage Investors” from The Wall Street Journal “Supreme Court's conservatives voice concerns about SEC's in-house enforcement” from The Hill “Supreme Court to consider multi-pronged constitutional attack on SEC” from SCOTUSblog “Major OxyContin case headlines December session” from SCOTUSblog Opinion | “I won the National Spelling Bee. This is what it takes to master spelling.” from The Washington Post If you've got a question, comment or submission for a state drink, send them our way. We're at 508-UB-SMART or email makemesmart@marketplace.org.

Welcome to Season 4, Episode 7 (S4E7) of the "What Dewey Do?" podcast! On today's episode, Dewey unveils the top 5 must-do investments to supercharge your portfolio before the year comes to a close.

It'll be one year this week since ChatGPT was released to the public. While there was handwringing about waves of jobs being replaced by bots, that hasn’t quite happened. We’ll take a look at how human workers are using generative AI (or not). We’ll also hear why home prices in Detroit have surged and how a Supreme Court case could upend how the Securities and Exchange Commission does business.

It'll be one year this week since ChatGPT was released to the public. While there was handwringing about waves of jobs being replaced by bots, that hasn’t quite happened. We’ll take a look at how human workers are using generative AI (or not). We’ll also hear why home prices in Detroit have surged and how a Supreme Court case could upend how the Securities and Exchange Commission does business.

Prepare to navigate through the labyrinth of college planning and savings with us, your hosts Jessica Magnuson and advisor Josh Oller. We guarantee you'll be fully equipped with knowledge on how to utilize grants, scholarships, cash flow, and loans. With our practical tips on understanding and completing the FAFSA, you'll be ready to maximize this free federal aid. Warning: do not mistake student loans for grants! We'll guide you on how to reach out to schools for aid information - the right preparation can bring surprising results.Josh Oller joined Summit Wealth Group in July of 2019 working alongside Chris Wells as a Financial Advisor in Summit's Ridgeland, MS branch office.  Josh completed the CFP® certification in October of 2021. He spends time with Chris in an advisory role and is also part of Summit's financial planning department.Josh is a graduate of Mississippi State University where he obtained both a Bachelor's and Master's degree in Business Administration all while competing for the MSU golf team.  Josh began his career in the banking industry in 2012, and eventually found his niche in the credit department of the bank where he became the VP of Credit Administration.  In this role, Josh was able to learn the many aspects of corporate finance, taxation, and business cash flow. Josh later realized that his real passion was working with people.  He wanted a career that helped people reach their goals and is excited to help our team assist clients with navigating the bumpy road to the lifestyle they seek.  Josh currently resides in Jackson, MS, with his wife, Mollie, daughter, Betts, their cat, Lady Grey, and their dog, Rory. Josh and Mollie love outdoor activities and anything that revolves around food! They often joke that their vacations are focused mainly on what places have the best local restaurants. Josh still has a strong passion for golf and regularly competes at various tournaments throughout the state.Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss the misconceptions of giving and generosity.See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Today we open with what filthy pieces of human debris many in the Leftist media truly are. The first story is from Deadspin where they manufactured a white-supremacist story around a child who wore his NFL team's colors at a game. Once again, the Left shows they have to manufacture their outrage. It's not real. Then we shift to Disney's address to the Securities and Exchange Commission where they wonder if they might have misaligned their objectives versus what their customers might want? I don't believe they have really learned their lesson, but we will have to wait and see. Until they drop their Woke, DEI/CRT ideology, they will never win back their audience. You cannot look at the world as oppressors and the oppressed without ruining your product. No one goes to the movies to be told what terrible people they are just because of the demographics they have. No one chooses those traits. But, we can choose the content of our character and that's where we need to return. Elon Musk recently toured a massacre site in Israel and was then shown footage by those who committed the atrocities. Elon made the same observation as many with intellect and reasoning – do be giddy with joy at committing those acts is nothing short of evil. The remainder of the episode is spent discussing the latest round of investigations into the Censorship Industrial Complex. Last year, I had several episodes dedicated to breaking down the Twitter Files. Today, Michael Shellenberger began a new series called the CTIL files. A whistleblower has provided Shellenberger and his team of independent journalists with a trove of documents showing US and UK military contractors created a sweeping plan for global censorship in 2018. We then learn they codified and standardized their processes in 2019. This began in 2017 at the behest of Barack Obama who wanted to make sure 2016 – the Donald Trump election – would never happen again. Remember, it was Obama who removed the restriction against the CIA and other intelligence agencies from conducting psychological operations on US citizens. Those PsyOps were part of the CTIL strategy to not only censor Americans, but to go on offense with their own propaganda and misinformation. Unless we root out all vestiges of this and fire everyone associated, we can never be a truly free nation. So long as a few tyrants want to control us, freedom will always be outside of our grasp. Take a moment to rate and review the show and then share the episode on social media. You can find me on Facebook, X, Instagram, GETTR and TRUTH Social by searching for The Alan Sanders Show. You can also support the show by visiting my Patreon page!

The Supreme Court considers the constitutional right to trial by jury, in a case that involves a $300,000 fine issued via an administrative process at the Securities and Exchange Commission, or SEC. How much could the Justices' decision affect America's sprawling regulatory state, and is there a critical distinction between a citizen's private rights and his so-called public rights? Learn more about your ad choices. Visit megaphone.fm/adchoices

Securities and Exchange Commission v. Jarkesy. On Wednesday, the Supreme Court will hear a three-part case on the constitutionality of the Securities and Exchange Commission (SEC). Because of an unusual decision by the U.S. Court of Appeals for the 5th Circuit, the Supreme Court is going to be evaluating three distinct challenges to the SEC at the same time. The situation arose after the 5th Circuit ruled 2-1 in favor of three separate arguments, invalidating each aspect of the SEC's operations that were being challenged. If the ruling were to go unaddressed, Congress would have to substantially change portions of the law based on the 5th Circuit's ruling, hence the Supreme Court's decision to take them all up together. You can read today's podcast ⁠⁠here⁠⁠, our “Under the Radar” story here, and today's “Have a nice day” story here.  You can also check out our latest video, a previously paywalled piece about how Israel has no good options here and the controversial debate we posted on YouTube here. Today's clickables: Black Friday sale through this week (0:45), Quick hits (1:06), Today's story (2:12), Right's take (9:00), Left's take (12:55), Isaac's take (17:01), Listener question (21:17), Under the Radar (21:41), Numbers (22:33), Have a nice day (23:39) You can subscribe to Tangle by clicking here or drop something in our tip jar by clicking here.  Take the poll. Which, if any, of the challenges in SEC v Jarkesy do you find convincing? Let us know! Our podcast is written by Isaac Saul and edited and engineered by Jon Lall. Music for the podcast was produced by Diet 75.  Our newsletter is edited by Managing Editor Ari Weitzman, Will Kaback, Bailey Saul, Sean Brady, and produced in conjunction with Tangle's social media manager Magdalena Bokowa, who also created our logo. --- Send in a voice message: https://podcasters.spotify.com/pod/show/tanglenews/message

Cal gets some takeaways from the author of Four Billionaires and Parking Attendant. The book has been reviewed as, “a blueprint for building a career and a life.” Chris has worked in the communications department at the White House, run the public affairs office at the U.S. Securities and Exchange Commission and worked with billionaires as Director of Global Communications at the Carlyle Group. The 80-20 rule can change your life – and there's a lot more!

   There must have been something in the gravy over the weekend that ramped up absolute insanity from one liberal media outlet after another.  Deadspin essentially calls a young Chiefs fan racist after they publish a fake photo, the KC Star pounces on a near non story at SM East but won't show the video they have and Sports Illustrated literally published Fake News written by AI.  Whew, we need a scorecard.    At list Disney knows why they suck these days and admit it in their filing with the Securities and Exchange Commission.  You have to hear this story.    An astonishing three quarterbacks entered the transfer portal at K-State in one day... all because it's now Avery Johnson's team and they know they have no shot at playing time.  That includes Will Howard who can cash in by moving on.    Did Patrick Mahomes get Marcus Peters fired?  And the Nicholls State football team is really, really mad at the NCAA after spending 20 hours in a tiny airport.

In today's episode for 27th November 2023, we explain how a new consultation paper by the Securities and Exchange Board of India could help company insiders sell stock more easily. Talk to Ditto - https://bit.ly/45uvyDL

In this episode, join host Matt Kulp as he sits down with Steven Staugaitis, an expert in family business transitions and a Director at Kreischer Miller's small business advisory practice. Steve shares insights on the challenges and barriers that business owners face when planning their next chapter and offers valuable advice on how to proactively prepare for a successful transition. With over 20 years of experience, Matt and Steve dive into the emotional and financial aspects of business succession, the importance of time in the planning process, and how business owners can gain valuable insights by taking a "30-day sabbatical" from their businesses. Don't miss this conversation with two seasoned professionals in the field of family business transitions. For more information about Steven and Kreischer Miller, please visit them at www.kmco.com/people/steven-e-staugaitis/. ​​______________​​______________​​ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380  610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.  

This audio summarizes our November 25 note, Growth Scare AheadBarry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www.linkedin.com/in/barry-c-knapp/@barryknappThis institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the author's current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.© 2023 Ironsides Macroeconomics LLC. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe

The world is constantly in flux, sometimes in ways that are scary or violent.  This can sometimes cause us to reassess everything.  But it when it comes to your investments, that may not be the best strategy.  In this episode of Financial Clarity for Doctors, Corey and Rachelle chat about how to approach investing during times of geopolitical uncertainty. Reviewing your investments: Take a moment to review the reasons you are investing. Is it for retirement in 20 years?  A home down payment in two years? With a period of time like two years, ideally, you are protecting your dollars from the risk associated with the stock market (whether there is some global turmoil or not). For your long-term money, if you don't need to sell out of those investments soon, we don't need to worry as much about what is happening in the short term. Put the current situation into perspective. On a global scale, terrifying, heartbreaking, surprising things are happening every day. Some of them affect us more than others, but the turmoil itself is not new. For the stock market, it has weathered a lot of storms over the decades. Keep in mind that for long-term investors, time is on your side. When Corey was born, the S&P 500 closed at 244. When Rachelle was born, the S&P 500 closed at 162 (she's older!). On 11/15/2023, the S&P 500 closed at 4,502.88. That's huge! Focus on what you can control, and don't let the rest affect your investments. All that being said, you can (and maybe should) care about what's going on in the world.  Just don't necessarily make big investment decisions based on those events. For more financial planning tips from Corey and Rachelle, find them on social media! LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance  Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.

Owning a business is a risky endeavor. This is especially true in the RIA space which is heavily regulated. From civil actions to punitive actions taken by regulating bodies, litigation can be damaging to your business and reputation. So, what should you do if you find yourself facing litigation during your eight-figure exit?   In this episode, I look at some of the measures you can take to mitigate the risk of litigation. Additionally, I discuss ways to disclose pending, past, or present litigation to prospective buyers so that you could still make the ultimate sale. Whether you're a financial advisor or operate in a different industry; whether you're in the midst of an exit, or years away, this is one episode you can't miss! This week on The Financially Simple Podcast:    (01:24) Industry-Specific Risk (05:07) The SEC Litigation Release (08:03) Two Areas You Must Separate (12:19) How Do You Deal With Litigation During the Eight-Figure Exit? (14:47) Representations & Warranties (15:41) Disclosure Schedules (18:56) What Are the Best Action Steps You Can Take? (21:57) Read Your Contracts   Our Favorite Quotes: “The reality is, anything you attempt to hide from the prospective buyer will be discovered during the due diligence process.”  - Justin Goodbread   “If you're open and honest with the buyer about litigation or pending litigation, there's many things that can be done to still help carry the deal through and consummate the deal for your eight-figure exit.” - Justin Goodbread   Related Links:   Litigation Releases | U.S. Securities and Exchange Commission Statistics | FINRA.org About The Financially Simple Podcast If you are looking for a podcast that speaks directly to the challenges and puzzles of running a business, you've come to the right place. The Financially Simple podcast was built for you. With over 400 episodes and counting, our host Justin Goodbread covers a broad range of topics, from starting a small business to prepping it for sale, to growing your personal wealth. Justin's combination of analytical skills, tough love, and a healthy dose of experience delivers practical ideas that will benefit business builders at every stage of their business journey.     If you have questions, or comments for Justin, submit those at: https://financiallysimple.com/ask-justin/ Connect with Justin: Financially Simple newsletter Facebook LinkedIn Twitter Subscribe Here: Apple Podcast Spotify Google Podcast iHeart Radio Stitcher   Let us know your thoughts about the show - please leave a review on iTunes to help others discover the podcast.    Financially Simple is a division of WealthSource Partners, LLC (“WSP”), which offers investment advisory and financial planning services. All investing involves risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Business planning services offered by WealthSource Business Advisors, LLC (“WBA”).    This podcast is distributed for informational purposes only. The content of this podcast represents the views and opinions of Justin Goodbread and/or the podcast's guests and do not necessarily represent the views and/or opinions of WBA, WSP or their affiliates or representatives. Statements made in this podcast are subject to change without notice. Neither WBA, WSP or their representatives, the podcast's hosts or its guests have an obligation to provide revised statements in the event of changed circumstances. Statements made in the podcast are not to be construed as legal or accounting advice or as personalized advice of any nature. Listeners should conduct their own review of any statements made or strategies discussed and exercise judgment or consult with their own professional advisor to see how the information contained in this podcast may apply to their own circumstances.  

We refresh our strategic views. We up developed market (DM) sovereign bonds to neutral yet stay underweight long-term bonds. We trim DM stocks to neutral. Vivek Paul, Global Head of Portfolio Research shares our Market take.This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2023 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM1123U/M-3249866See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This is the perfect episode to listen to as the holidays are upon us - my guest, Talia Fox, and I talk about how to have healthier, more conscious relationships with ourselves and others.  Talia Fox is the CEO of KUSI Global, Inc. She holds an M.Ed. in counseling psychology from Howard University and she is a Harvard University Fellow. An inspirational leader in every sense of the word, Talia is often referred to as the Jedi of Inspiration by her clients. With over two decades of experience in transforming thousands of executives from all sectors, she has become a visionary for leadership and legacy building. Her extensive background in psychology and education has given her the tools she needs to assist leaders in developing successful strategies for complex missions, ranging from defense systems to healthcare initiatives.  As CEO of KUSI Global, Inc., Talia helps organizations like the U.S. Securities and Exchange Commission, Harvard University, Transunion, the National Institutes of Health, Howard University, and the U.S. Departments of Defense and Veterans Affairs maximize human potential by leveraging strategic intelligence and helps individuals and organizations foster connected cultures and promote conscious equity.

Many businesses to see AI benefits within medium term The democratization of artificial intelligence or AI has created a major tech wave for consumers. AI promises to make some businesses more efficient and even help businesses generate more revenue. We surveyed BofA Global Research analysts across the globe and found that 94% of covered companies plan to use AI to become more efficient and generate revenue. Survey participants expect 75% of companies to see positive AI benefits within the next 3-5 years. Semis, software and data centers are likely to be near-term beneficiaries according to Alkesh Shah. Many of the components needed to build data centers are produced by Alex Virgo's industrial companies. Alec Stranahan thinks AI could reduce inefficiencies within Biotech and could cut the cost of drug development in half.   You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2023 Bank of America Corporation. All rights reserved.

Welcome to an interview with the author of The Power of Conscious Connection: 4 Habits to Transform How You Live and Lead. In this book, Talia shares her methodology for transforming how we live and lead by first tapping into our own power so that we can make choices that align best with what really matters to us as individuals. The Power of Conscious Connection is a blueprint for a more conscious, compassionate, and connected world. Each page of this book will stir you to the core, awaken your senses, and challenge you to commit to a new way of living and leading. In a time where division seems to prevail, Talia Fox reminds us of our potential for coming together. Talia Fox is the CEO of KUSI Global, Inc. She holds an M.Ed. in counseling psychology from Howard University and she is a Harvard University Fellow. An inspirational leader in every sense of the word, Talia is often referred to as the Jedi of Inspiration by her clients. With over two decades of experience in transforming thousands of executives from all sectors, she has become a visionary for leadership and legacy building. Her extensive background in psychology and education has given her the tools she needs to assist leaders in developing successful strategies for complex missions, ranging from defense systems to healthcare initiatives. As CEO of KUSI Global, Inc., Talia helps organizations like the U.S. Securities and Exchange Commission, Harvard University, Transunion, the National Institutes of Health, Howard University, and the U.S. Departments of Defense and Veterans Affairs maximize human potential by leveraging strategic intelligence and helps individuals and organizations foster connected cultures and promote conscious equity.  Get Talia's book here: https://shorturl.at/aiwAQ The Power of Conscious Connection: 4 Habits to Transform How You Live and Lead Visit Talia's website: https://kusitraining.com/ Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

AI technology in the hot seat. Apple gives in to pressure on messaging Short week - plenty of action. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - CROCs CTP is almost over - 4 days until end... Then December starts the CTP CUP 2024! - - Back from an RCL cruise- my, have things  changed -  Market starting to overheat (KRI +5) - End of Year - Santa Claus Rally - on schedule - PSI - Markets Closed Thursday and after 1pm Friday - Big doings in Crypto World - Pied Pipers (Binance now in hot water) Market Update - WEIRD Action - in the AI Space - Fire, Quit, Oust and then Hire - USD continues to fall - VIX has a 13 handle - BIG news - NVDA earnings What in the? - Sam Altman pushed out over the weekend.... --- Hair on FIRE in Silicon Valley - - Weekend scramble - MSFT picks up Altman to hear AI Unit - Hundreds of OpenAI employees have signed a letter demanding the board resign or face an employee exodus to Sam Altman's new venture at Microsoft “eminently.” - What is going on? MORE OpenAI - OpenAI named ex-Twitch boss Emmett Shear as interim CEO - Commercialization of product seems to be at the heart of the matter - Microsoft Chief Executive Satya Nadella said in posts on X that Altman would become CEO of a new research group inside the software maker, along with other departing OpenAI colleagues such as outgoing President Greg Brockman who quit following Altman's ouster. --- Was there a deeper and darker plan here? Hmmm- This sounds Off - OpenAI customers are looking for the exits, signaling a possible exodus of business that could devastate the startup. - More than 100 OpenAI customers contacted OpenAI competitor Anthropic over the weekend, a startup that has raised billions from both Amazon and Google in recent months, according to someone familiar with the situation. - Sounds like companies trying to create a corpse and pick on  its remains or manufactroversy - A manufactured controversy is a contrived disagreement, typically motivated by profit or ideology, designed to create public confusion concerning an issue about which there is no substantial academic dispute. This concept has also been referred to as manufactured uncertainty.  BitCoin ETF - I was interviewed about this very topic last week by Paul Barron (he intimated I was a boomer - look up the view) - The US Securities and Exchange Commission has deferred making a decision again on whether to approve the first US exchange-traded fund that invests directly in Bitcoin. - The primary US securities regulator deferred on filings from Franklin and Globe X, according to documents Friday. The deferrals come after delays for other filers because both companies had put More Crypto Crap - Changpeng “CZ” Zhao is stepping down as CEO of Binance as part of a major $4 billion settlement between the Department of Justice and the cryptocurrency exchange he founded, according to sources close to the discussions with the agency. - The settlement will be with the DOJ and Commodities Futures Trading Commission; the Securities and Exchange Commission is not participating. - As part of the settlement, Zhao will also plead guilty to anti-money laundering charges brought by the Department of Justice. He is scheduled to enter the plea in federal court in Seattle on Tuesday afternoon, the Wall Street Journal reported. - Binance, the DOJ, CFTC, and SEC had not replied to requests for comment at the time of publication. - The SEC charged Binance, and its founder CZ, in June with operating an unregistered exchange and misleading investors by using a Switzerland-based fund Sigma Chain, which was also owned by CZ,

Professor James Park's new book chronicles the history of securities fraud in the US, and oh, what a history it is, featuring some of the most infamous episodes in American business. In this episode, Caleb and Greg talk with Jim about some of the notable cases in his book, whether executives or underlings actually bear the responsibility for wrongdoing, if everything truly is securities fraud and more.HOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.CONNECT WITH THE GUEST James Park Website: https://law.ucla.edu/faculty/faculty-profiles/james-park LinkedIn: https://www.linkedin.com/in/james-park-a0a7161Buy the book! https://www.amazon.com/Valuation-Treadmill-Securities-Threatens-Integrity/dp/1108940412/ref=sr_1_1?crid=1A9AK5L4Q56XK&keywords=the+valuation+treadmill&qid=1650296004&sprefix=%2Caps%2C90&sr=8-1 CONNECT WITH THE HOSTSGreg Kyte, CPATwitter: https://twitter.com/gregkyteLinkedIn: https://www.linkedin.com/in/gregkyte/Caleb NewquistTwitter: https://twitter.com/cnewquistLinkedIn: https://www.linkedin.com/in/calebnewquist/Email us at ohmyfraud@earmarkcpe.com

Join me as I help unlock the secrets of the "Bucket Approach" to retirement planning. After decades of diligent savings, are you prepared to transition from the accumulation phase of your life to the distribution phase? This episode sheds light on the challenges retirees face and offers a structured solution to ensure your investments serve you effectively throughout your golden years. Dive into: •

Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi talk about grace giving (giving out of gratitude).See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Obesity affects hundreds of millions of patients in the Western world with the prevalence of obesity in the US at nearly 40%. Given headline-worthy innovations in treatments and subsequent stock moves, investors in pharma and biotech are paying attention. In this episode, Joel Sendek and Jay Olson discuss recent developments in the treatment of obesity, the latest therapies yet to hit the market, and key companies to watch. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates. This presentation may contain forward looking statements or projections regarding future events.  Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections.  Past performance does not guarantee future results. The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respective market segments.  Please note that indexes are unmanaged and their returns do not take into account any of the costs associated with buying and selling individual securities.  Individuals cannot invest directly in an index. Oppenheimer Transacts Business on all Principal Exchanges and Member SIPC  6099587.1

In our news wrap Tuesday, Binance, the world's largest cryptocurrency exchange, pleaded guilty in a sweeping U.S. securities investigation and agreed to pay $4.3 billion in fines, North Korea claims it launched a spy satellite into orbit and the Philippines and the U.S. started joint naval and air patrols in waters near Taiwan in a move to counter China. PBS NewsHour is supported by - https://www.pbs.org/newshour/about/funders

ARK Invest, under the leadership of Cathie Wood, has filed a revised version of its Bitcoin spot ETF with the SEC, suggesting preparation for SEC approval, according to a Bloomberg analyst. This development, while initially surprising, is viewed positively as a sign of dedication in bringing the proposal in line with the Securities and Exchange Commission's (SEC) regulatory expectations. Guest: Mark Moss, Investor/Strategist/MarketerMark Moss website ➜ http://bit.ly/markmosssiteMark Moss Youtube channel ➜ http://bit.ly/MarkMyoutube00:00 Intro00:34 Macro Update07:39 Bitcoin ETF Impact11:11 What if ETF gets rejected?13:18 Ethereum ETF15:31 Web 3 tech adoption19:11 Second Bitcoin President22:02 Tokenized Assets24:33 Lightning Network27:06 Bitcoin halving cycles29:32 Outro#Bitcoin #Ethereum #Crypto~Bitcoin ETF Early Approval? w/ Mark Moss~⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺Become a Diamond Circle Member FREE! ➜ https://bit.ly/PBDiamondCircleSubscribe on YouTube ✅ https://bit.ly/PBNYoutubeSubscribeFacebook