Podcasts about senior analyst

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Latest podcast episodes about senior analyst

Bloomberg Talks
Instant Reaction: Nvidia Gives Strong Forecast, Countering Fears of AI Bubble

Bloomberg Talks

Play Episode Listen Later Nov 19, 2025 23:57 Transcription Available


Nvidia, the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle. Sales will be about $65 billion in the fiscal fourth quarter, which runs through January, the chipmaker said in a statement Wednesday. Analysts had estimated $62 billion on average, with some predictions ranging as high as $75 billion. The outlook signals that demand remains strong for Nvidia’s artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia has faced growing fears that the runaway spending on such equipment isn’t sustainable. Nvidia shares gained about 4% in late trading after the report was released. They had been up 39% this year through the close.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners Bloomberg Tech Co-Host Ed Ludlow Bloomberg News Big Tech Team Leader Sarah Frier See omnystudio.com/listener for privacy information.

Bloomberg Daybreak: US Edition
Instant Reaction: Nvidia Gives Strong Forecast, Countering Fears of AI Bubble

Bloomberg Daybreak: US Edition

Play Episode Listen Later Nov 19, 2025 23:57 Transcription Available


Nvidia, the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle. Sales will be about $65 billion in the fiscal fourth quarter, which runs through January, the chipmaker said in a statement Wednesday. Analysts had estimated $62 billion on average, with some predictions ranging as high as $75 billion. The outlook signals that demand remains strong for Nvidia’s artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia has faced growing fears that the runaway spending on such equipment isn’t sustainable. Nvidia shares gained about 4% in late trading after the report was released. They had been up 39% this year through the close.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners Bloomberg Tech Co-Host Ed Ludlow Bloomberg News Big Tech Team Leader Sarah Frier See omnystudio.com/listener for privacy information.

The Northern Miner Podcast
Glencore reaches inflection point, ft Bloomberg Intelligence's Alon Olsha

The Northern Miner Podcast

Play Episode Listen Later Nov 18, 2025 63:32


This week's episode features Alon Olsha, Senior Analyst for Metals & Mining at Bloomberg Intelligence, in conversation with host Adrian Pocobelli on the latest developments at Glencore. Alon explains the mounting shareholder pressure over Glencore's shrinking copper portfolio and its dominant but controversial trading division. He also explores the company's growing focus on Argentina as a key growth region. The discussion also explores the significant obstacles Glencore would encounter if it were to pursue a bid for Teck Resources, as well as the structural and market challenges confronting its smelting operations in a competitive global landscape. All this and more with host Adrian Pocobelli. “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

FTR State of Freight
Rail Market Update - Week ending November 14, 2025

FTR State of Freight

Play Episode Listen Later Nov 14, 2025 9:28


In today's episode, Joseph Towers recaps key takeaways from FTR's recent Houston events and breaks down the latest railcar and intermodal trends. He highlights weak new car orders, declining backlogs, and a softer outlook for builders heading into 2026, then shifts to intermodal with October's sharp TEU declines at the Port of Long Beach and muted U.S. rail traffic. Despite broad softness—especially in automotive—he notes a few bright spots in chemicals, petroleum, and nonmetallic minerals before closing with an invite for listeners to reach out with questions. The Rail Market Update is hosted by FTR's Senior Analyst, Rail, Joseph Towers.  As this information is presented, you are welcome to follow along and look at the graphs and indicators yourself by downloading the PDF of the presentation.Download the PDF: https://www.ftrintel.com/rail-podcast Support the show

The POWER Business Show
Market Pulse: 11 November 2025

The POWER Business Show

Play Episode Listen Later Nov 13, 2025 6:23


Tehillah Niselow is in conversation with Viv Govender, Senior Analyst at Rand Swiss See omnystudio.com/listener for privacy information.

The smarter E Podcast
TSEP #243 China's massive solar market in transition

The smarter E Podcast

Play Episode Listen Later Nov 13, 2025 38:39


Where China goes, so goes the global energy transition. With its dominance across solar and energy storage supply chains, China's every policy shift ripples through global clean tech markets. In 2025, that landscape is shifting fast: after nearly 200 GW of new solar capacity added early in the year, installations have slowed as the industry adapts to new policies. Meanwhile, manufacturers are facing overcapacity and hunting for new export markets. Frank Haugwitz, Senior Analyst at cleantech advisory Apricum, joins host Jonathan Gifford to break down the latest trends – and what to expect from China's renewable energy industry through the end of the decade. Follow The smarter E podcast for more global insights into the clean energy transition – and don't forget to rate and review if you enjoy the show!

The Inside Story Podcast
Can Trump break Russia's grip on Central Asia as China's influence grows?

The Inside Story Podcast

Play Episode Listen Later Nov 7, 2025 24:38


US President Donald Trump meets with five Central Asian leaders, seeking deals on critical minerals, energy, and trade. But can Washington gain a foothold in a region long dominated by Russia — and where China’s influence is rapidly expanding? In this episode: Zhumabek Sarabekov, Acting Director at the Institute of World Economics and Politics in Kazakhstan William Courtney, Senior Fellow at the RAND Corporation & former US Ambassador to Kazakhstan Dakota Irvin, Senior Analyst at PRISM Strategic Intelligence Host: Nick Clark Connect with us:@AJEPodcasts on Twitter, Instagram, Facebook

Planet MicroCap Podcast | MicroCap Investing Strategies
Financial Archaeology: Deep Research and Uncommon Insights with Gwen Hofmeyr, Founder and Senior Analyst at Maiden Financial

Planet MicroCap Podcast | MicroCap Investing Strategies

Play Episode Listen Later Nov 6, 2025 42:15


My guest on the show today is Gwen Hofmeyr, Founder and Senior Analyst at Maiden Financial. In this episode, Gwen walks us through her unique research methodology — which she refers to as “financial archaeology.” This is a process built around extremely deep, original investigative work designed to uncover uncommon information — insights that simply aren't available in typical company reports or mainstream research. We discuss how Gwen routinely spends 200 to 600 hours analyzing a single company, validating market share by breaking down thousands of individual products, and constructing an understanding of a business that is entirely independent of management narrative and sell-side opinion. We also talk about how this approach leads to owner-level conviction, and why that conviction matters so much in the microcap universe, where volatility is high and broad consensus is often absent. Gwen also shares why some of the most compelling opportunities she's finding today are in Europe, particularly in industrial and lagging-edge technology companies, and how AI is actually increasing the value of deep human research — not replacing it. For more information about Maiden Financial, please visit: https://www.maidenfinancial.io/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Middle East Brief
On the Coasts of Conflict | Romania in NATO

Middle East Brief

Play Episode Listen Later Nov 6, 2025 63:03


Welcome back to the Ties That Bind. This week, we are looking further south along NATO's eastern flank at Romania.Romania has long advocated for increased NATO and US presence in the Black Sea. Since the 2022 Russian invasion of Ukraine, the importance of the Black Sea and Romania's role have been reflected in an increased NATO presence and multiple defense and infrastructure investments. The country has been a critical actor in helping the Ukrainian war effort, serving as a logistics and military training hub, and securing Ukrainian grain exports in the first years of the war.In this episode, we'll hear from three Romanian experts about the country's role in NATO and Black Sea security, its defense investments, and plans to address strategic infrastructure challenges that have far-reaching significance for the alliance. We'll also hear about what's happening on the domestic front, notably the long-term repercussions of the annulled 2024 presidential election. While public opinion shows high support for NATO, Romania and its neighbors continue to be targeted by long-term Russian influence campaigns, and we'll hear how these are affecting social attitudes towards NATO and Western institutions.Featured guests: * Antonia Colibasanu, Senior Analyst, Geopolitical Futures, FPRI Senior Fellow* Eusebiu Slavitescu, European defense analyst, former Romanian MFA* Alina Bargaoanu, Communications expert, University of Political Studies and Public Administration, BucharestListen to the previous episode on Poland in NATO here. Get full access to FPRI Insights at fpriinsights.substack.com/subscribe

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Wealth Tracker: Is offshore wind the next big investment?

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Nov 6, 2025 9:25


Offshore wind is no longer just a breeze on the horizon, it’s becoming a financial storm. With the sector set to add nearly 19 gigawatts of new capacity by 2025 and $80 billion in investments pouring in, investors are asking: what’s fueling this surge, how can you get a piece of the action, and could offshore wind soon become a mainstream investment opportunity? On Wealth Tracker, Hongbin Jeong speaks to Umang Mehrotra, Senior Analyst, Offshore wind research, Rystad Energy, to find out more.See omnystudio.com/listener for privacy information.

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Market View: Selloff in Asia on stretched tech valuations, South Korea down as much as 6.2%, Tokyo's stock index tumbles 4.5%; China confirms suspension of 24% tariff on US goods, retains 10% levy; Chinese Premier Li Qiang says China's economy is expect

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Nov 5, 2025 13:52


Singapore shares dipped today to track declines seen in the region. The Straits Times Index was down 0.33% at 4,408.27 points at 1.49pm Singapore time, with a value turnover of S$1.33B seen in the broader market. In terms of counters to watch, we have SIA Engineering, after the company posted a 13.5 per cent improvement in net profit to S$40.4 million for the second quarter ended September. Elsewhere, from more on the major sell-off seen in Asia today, to how China said it would extend the suspension of an additional 24 per cent tariff on US goods for one year, keeping a 10 per cent blanket tariff in place, more international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Kelvin Wong, Senior Analyst, OANDA.See omnystudio.com/listener for privacy information.

Behind the Numbers: eMarketer Podcast
The Big 3 Questions For Netflix — Ad Impact, Netflix House, and a Spotify Deal? | Behind the Numbers

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Nov 3, 2025 26:49


On today's podcast episode, we discuss the big 3 questions surrounding Netflix in Q3 and beyond: expectations for its ad business, the impact of Netflix House, a new deal with Spotify, or something else? Join Senior Director of Podcasts and host, Marcus Johnson, Senior Analyst, Ross Benes, and Senior Editor of Briefings, Daniel Konstantinovic. Listen everywhere and watch on YouTube and Spotify.   To learn more about our research and get access to PRO+, go to EMARKETER.com   Follow us on Instagram at: https://www.instagram.com/emarketer/   For sponsorship opportunities, contact us: advertising@emarketer.com   For more information, visit: https://www.emarketer.com/advertise/   Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode, click here: https://www.emarketer.com/content/ podcast-big-3-questions-netflix-ad-impact-netflix-house-spotify-deal-behind-numbers     © 2025 EMARKETER   Nielsen is a global leader in audience measurement, data and analytics. Through our understanding of people and their behaviors across all channels and platforms, we empower our clients with independent and actionable intelligence so they can connect and engage with their global audiences—now and into the future. Learn more at www.nielsen.com

What Next?
Media Deregulation and The Rise of Valuable Trash

What Next?

Play Episode Listen Later Nov 1, 2025 37:27


Ross Benes, Senior Analyst at EMarketer on the impact of media deregulation on entertainment quality. Deregulation, he argues, has led to an increase in trashy content like infomercials and reality TV, but marketeers should recognize its value which millions find meaningful. The author of 1999: The Year Low Culture Conquered America who has been quoted by publications such as Marketplace, Bloomberg and LA Times, explains how despite the rise in sports fees, the increase in sports programming has led to more exposure for lesser-known sports. We also discuss trend of media personalities moving from online platforms to traditional media, exemplified by Bari Weiss's acquisition by Paramount.#FutureOfMedia #Entertainment #FutureOfBusiness

Behind the Numbers: eMarketer Podcast
The Unofficial Most Interesting Retailers List (October) | Reimagining Retail

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Oct 29, 2025 30:01


On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of October. Each month, host Suzy Davidkhanian, Arielle Feger, Becky Schilling, and Emmy Liederman (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Suzy Davidkhanian and Arielle Feger will defend their list against Senior Analyst, Blake Droesch and Analyst, Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.   To learn more about our research and get access to PRO+, go to EMARKETER.com   Follow us on Instagram at: https://www.instagram.com/emarketer/   For sponsorship opportunities contact us: advertising@emarketer.com   For more information visit: https://www.emarketer.com/advertise/   Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode click here: https://www.emarketer.com/content/podcast-unofficial-most-interesting-retailers-list-october-reimagining-retail     © 2025 EMARKETER Consumers skip ads but not rewards. Fetch drives performance with 12.5M+ monthly users and 11.5M+ receipts scanned daily, capturing 88% of household spend. Your brand becomes the reward earning real engagement, verified purchases, and lasting loyalty. Fetch: America's Rewards App. Where brands are the center of joy. Learn more at business.fetch.com.

SD Bullion
From Hype to Fear in 14 Days: Why Silver and Gold Investors Can Relax

SD Bullion

Play Episode Listen Later Oct 29, 2025 26:54


Over the past two weeks, gold and silver sentiment has shifted sharply from excitement to concern, even though market fundamentals remain steady. In this mid week market update, James Anderson, Senior Analyst at SD Bullion, and Cole Keller, the company's Chief Operating Officer, share their on-the-ground insights into the precious metals market. They break down what current price charts and trends reveal about the ongoing bull market and why recent pullbacks are normal. By analyzing global demand data and historical patterns, James and Cole explain what is really driving short-term volatility. Listen to the latest update to understand why gold and silver investors can stay confident in the broader bull market trend.

The POWER Business Show
Market Pulse: 28 October 2025

The POWER Business Show

Play Episode Listen Later Oct 28, 2025 14:26


Tehillah Niselow speaks to Viv Govender, Senior Analyst at Rand Swiss See omnystudio.com/listener for privacy information.

Public Health Review Morning Edition
1019: PH Lessons From Wildfires, End-Of-Year Legislative Priorities

Public Health Review Morning Edition

Play Episode Listen Later Oct 27, 2025 4:42


Michelle Hale, Preparedness Program Director with the Office of Preparedness and Response at the Utah Department of Health and Human Services, shares what her state learned about responding to critical public health challenges amid a surge of wildfires in the state; Catherine Murphy, Senior Analyst of Government Affairs at ASTHO, discusses the federal health policy update she authored on notable legislative priorities for the end of the year; ASTHO's PH-HERO Workforce Resource Center provides resources to address moral injury, burnout, resilience, and retention for public health agency leaders and team members; and ASTHO's Legislative Alerts will ensure you don't miss any legislative or policy movements that affect public health.  ASTHO Web Page: Public Health Preparedness ASTHO Health Policy Update: Health Legislative Priorities for the Remainder of 2025 ASTHO Web Page: PH-HERO Workforce Resource Center ASTHO Web Page: Legislative Alerts  

Argus Media
Metal Movers Podcast - Battery Materials Outlook

Argus Media

Play Episode Listen Later Oct 27, 2025 18:42


Metal Movers: Battery Materials Outlook The battery materials industry is in a state of transition and of turmoil. Continued growth of EV sales and the emergence of ESS are pushing battery technology into the mainstream, while it becomes a geopolitical tool at the heart of the current trade conflicts. Join Thomas Kavanagh, Editor, and Dylan Khoo, Senior Analyst, as they discuss recent trends in battery materials and what's next for the sector. Key topics covered: Expectations for lithium prices Export controls from the DRC and China The growth of the ESS market Europe's EV sales recovery

Global Dispatches -- World News That Matters
Is the US About to Attempt Regime Change in Venezuela? The View From Caracas

Global Dispatches -- World News That Matters

Play Episode Listen Later Oct 20, 2025 27:30


Rhetoric and actions from the Trump administration suggest that the United States is seeking to forcibly oust Nicolás Maduro from power in Venezuela Is the U.S. really going to attempt regime change in Venezuela, and what would that even look like? Joining me from Caracas is Phil Gunson, Senior Analyst for the Andes Region at the International Crisis Group. We kick off discussing the mood in Caracas right now amid this increasingly threatening American posture before having a longer conversation about whether the U.S. is indeed seeking regime change, what that might entail, and the profound risks of American intervention in Venezuela.

FTR State of Freight
Rail Market Update - Week ending October 17, 2025

FTR State of Freight

Play Episode Listen Later Oct 17, 2025 7:37


New Mexican regulation: Requires GPS tracking (updating every 30 seconds) and large QR codes on all U.S. petroleum exports to Mexico transported by rail or truck. Railcars without GPS must comply within 30 days — a tight and challenging timeline. QR code mandate: Took effect September 25, 2025, giving shippers only 20 business days to apply codes after receiving them from the government.Traffic Trends: Total North American rail traffic rose 0.3% YoY — carloads up 1.5%, intermodal down 0.8%.Commodity highlights: Gains in grain (+10%), non-metallic minerals (+9.7%), motor vehicles (+7.4%), petroleum (+5.5%), and chemicals (+4.1%). Declines in metallic ores/metals (−10.8%) and forest products (−5.6%).Intermodal trends: U.S. intermodal down 3.3% YoY; Canada up 0.8%; Mexico's GMX up a striking 60.5%, marking its strongest volume of 2025. The Rail Market Update is hosted by FTR's Senior Analyst, Rail, Joseph Towers.  As this information is presented, you are welcome to follow along and look at the graphs and indicators yourself by downloading the PDF of the presentation.Download the PDF: https://www.ftrintel.com/rail-podcast Support the show

The Energy Gang
The connected world of energy | Special episode from Wood Mackenzie

The Energy Gang

Play Episode Listen Later Oct 14, 2025 44:05


Host Ed Crooks talks to Jason Liu, Chief Executive of Wood Mackenzie and co-author (with Chief Analyst Simon Flowers) of a new book, Connected, about the fast-changing world of energy. They are also joined by Sunaina Ocalan, formerly Senior Director for Corporate Strategy & Climate at the oil and gas company Hess, now Senior Analyst and Co-Head for Americas Energy & Transition at Bernstein Research. Together, they explore how energy leaders can plan, invest and operate operate in a world where different sectors, technologies and geographies are interconnected in more powerful and complex ways than ever before.They talk about the language of “the energy transition”, and whether it can lead to misconceptions. Global demand for hydrocarbons is still growing, and they will continue to play a critical role in our energy system for decades to come, even as new supply from renewables and other low-carbon sources surges higher. A wider appreciation of that reality is driving a shift from siloed thinking about individual sectors to integrated solutions. For example, companies are increasingly looking at pairing solar and storage with gas generation to meet demand from data centers for reliable low-carbon power.Sunaina takes us inside the the thinking of energy leaders as they assess strategies and investment decisions. She sets out a practical approach to scenario analysis, with “exit ramps” so companies can pivot as facts change. The aim isn't to predict one future, but to be ready for a range of possible outcomes. That means balancing the advantages and disadvantages of a wide range of technologies, and taking a strategic view through short-term fluctuations as far as possible. Effective decision-making is impossible without reliable data. Jason warns about three traps: using too little real data, leaning on synthetic/modelled data without ground truth, and poor integration across different sectors. Data collection technology is advancing rapidly, and with sensors, satellites and market intelligence, decision-makers can increasingly see what's really happening with precision and granular detail, often in real time.Then there's AI. Like other industries, the world of energy is being transformed by the tools that have become available over the past few years. Scenario runs have been cut from months to minutes, with hundreds of models combined to give a comprehensive coherent picture. AI tools can even assess the best models to use on particular data sets: a capability Jason calls hyper-modelling. And still there is a vital role for human intelligence and judgement, to find and interpret the information that the AI tools miss. The challenges in the energy sector today are vast. It is a cliche to say that uncertainty is higher than ever, but today it genuinely seems true. The pace of innovation in AI is changing the world in ways that have never been seen before. But the opportunity is vast, too. The energy industry will need $75 trillion or more in investment over the next 25 years, to meet ever-growing demand while reducing the impact on the environment. The businesses that succeed in making the most of this opportunity will be the ones that get three things right: the right data, the right AI capabilities, and the right people, all brought together to deliver actionable insights. Download the book (free): Connected: Bringing predictability to the increasingly uncertain world of energy.Let us know what you think. We're on X, at @theenergygang and Bluesky, at ‪@theenergygang.bsky.social. Make sure you're following the show so you don't miss an episode.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Behind the Numbers: eMarketer Podcast
How Much Traditional Media Still Matters: Last Stand—or a New Beginning? | Behind the Numbers

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Oct 13, 2025 20:47


On today's podcast episode, we discuss how linear TV ad dollars are still managing to outweigh CTV ad dollars, what's primarily responsible for driving growth in out-of-home ad spending this year, and if some new high-profile print media initiatives can stem the print ad spend bleeding. Join Senior Director of Podcasts and host, Marcus Johnson, Senior Analyst, Ross Benes, and Senior Forecasting Analyst, Zach Goldner. Listen everywhere and watch on YouTube and Spotify.   To learn more about our research and get access to PRO+, go to EMARKETER.com   Follow us on Instagram at: https://www.instagram.com/emarketer/   For sponsorship opportunities, contact us: advertising@emarketer.com   For more information, visit: https://www.emarketer.com/advertise/   Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode, click here: https://www.emarketer.com/content/podcast-how-much-traditional-media-still-matters-last-stand-or-new-beginning-behind-numbers   © 2025 EMARKETER   Consumers skip ads but not rewards. Fetch drives performance with 12.5M+ monthly users and 11.5M+ receipts scanned daily, capturing 88% of household spend. Your brand becomes the reward earning real engagement, verified purchases, and lasting loyalty. Fetch: America's Rewards App. Where brands are the center of joy. Learn more at business.fetch.com.

Behind the Numbers: eMarketer Podcast
Gen Z's Social Media Shuffle: Why 83% Are Turning the Volume Down — and Where They're Going Next | Behind the Numbers

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Oct 10, 2025 21:37


On today's podcast episode, we discuss how Gen Zers are trying to limit their social media use, which platforms they are moving to (and away from), and where they are engaging with social creators offline. Join Senior Director of Podcasts and host, Marcus Johnson, Analyst, Paola Florez-Marquez, and Senior Analyst, Minda Smiley. Listen everywhere and watch on YouTube and Spotify.   Report mentioned in this episode: https://content-na1.emarketer.com/gen-z-social-media-usage-2025   To learn more about our research and get access to PRO+, go to EMARKETER.com   Follow us on Instagram at: https://www.instagram.com/emarketer/   For sponsorship opportunities, contact us: advertising@emarketer.com   For more information, visit: https://www.emarketer.com/advertise/   Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode, click here: https://www.emarketer.com/content/podcast-gen-z-s-social-media-shuffle-why-83-turning-volume-down-where-they-re-going-behind-numbers     © 2025 EMARKETER   Consumers skip ads but not rewards. Fetch drives performance with 12.5M+ monthly users and 11.5M+ receipts scanned daily, capturing 88% of household spend. Your brand becomes the reward earning real engagement, verified purchases, and lasting loyalty. Fetch: America's Rewards App. Where brands are the center of joy. Learn more at business.fetch.com.

Behind the Numbers: eMarketer Podcast
How Primark US is Going From Hidden Gem to Household Name with CMO Rene Federico | Reimagining Retail

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Oct 8, 2025 23:43


In this podcast episode, we discuss how Primark's US and UK customers see the brand differently, what's kept the retailer relevant as price pressures have intensified competition, and why its famously store-first strategy is working so well. Listen to the discussion with Vice President of Content and guest host, Suzy Davidkhanian, Senior Analyst, Carina Perkins, and Head of US Marketing for Primark, Rene Federico.   To learn more about our research and get access to PRO+ go to EMARKETER.com   Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode click here: https://www.emarketer.com/content/podcast-reimagining-retail-how-primark-us-going-hidden-gem-household-name-with-cmo-rene-federico   © 2025 EMARKETER   Consumers skip ads but not rewards. Fetch drives performance with 12.5M+ monthly users and 11.5M+ receipts scanned daily, capturing 88% of household spend. Your brand becomes the reward earning real engagement, verified purchases, and lasting loyalty. Fetch: America's Rewards App. Where brands are the center of joy. Learn more at business.fetch.com.

The Future of Water
How Did Midstream Water Become a US$26 Billion-a-Year Business?

The Future of Water

Play Episode Listen Later Oct 7, 2025 39:00


Today's episode dives into one of the most critical—yet often overlooked—pieces of the U.S. energy and water puzzle: midstream water in oil and gas. Host Reese Tisdale is joined by Sophie Washington, Senior Analyst at Bluefield Research, who recently authored Bluefield's new Insight Report: U.S. Midstream Water for Hydraulic Fracturing: Market Trends, Opportunities, and Forecasts, 2025–2030. In this conversation, Reese and Sophie unpack how the midstream water sector has evolved from a cost center into a strategic enabler for U.S. shale producers. They explore what's driving the US$156 billion market through 2030, how water reuse and infrastructure investments are reshaping operations, and why water management in U.S. shale has become a key part of the global energy story. In this episode, Bluefield's water experts discuss: What is midstream water? How large is the market? Why should we care about this? What's driving market growth and change? Where are the regional hotspots? Who are the key players and how is the competitive landscape changing? If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: U.S. Midstream Water for Hydraulic Fracturing: Market Trends, Opportunities, and Forecasts, 2025–2030 Western Midstream Bets on Water with US$2 Billion Aris Acquisition Midstream Water Outlook Signals Increased Efficiencies, Infrastructure Investment

Behind the Numbers: eMarketer Podcast
The AI Ad Dilemma: Consumer Trust, Controversial Ads, and the Future of Media Buying | Behind the Numbers

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Oct 6, 2025 21:03


On today's podcast episode, we discuss the moving target that is consumers' perception of using AI in advertising, how marketers feel about the technology, and the share of ad buying that is likely to be delegated to AI. Join Senior Director of Podcasts and host, Marcus Johnson, Analyst, Marisa Jones, and Senior Analyst, Gadjo Sevilla. Listen everywhere and watch on YouTube and Spotify.   To learn more about our research and get access to PRO+, go to EMARKETER.com   Follow us on Instagram at: https://www.instagram.com/emarketer/   For sponsorship opportunities, contact us: advertising@emarketer.com   For more information, visit: https://www.emarketer.com/advertise/   Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode, click here: https://www.emarketer.com/content/podcast-ai-ad-dilemma-consumer-trust-controversial-ads-future-of-media-buying-behind-numbers     © 2025 EMARKETER   Consumers skip ads but not rewards. Fetch drives performance with 12.5M+ monthly users and 11.5M+ receipts scanned daily, capturing 88% of household spend. Your brand becomes the reward earning real engagement, verified purchases, and lasting loyalty. Fetch: America's Rewards App. Where brands are the center of joy. Learn more at business.fetch.com.

The Information's 411
AMD-OpenAI Partnership, Crescendo's AI Rollup Strategy, Founders Fund's Big AI Bet | Oct 6, 2025

The Information's 411

Play Episode Listen Later Oct 6, 2025 32:39


Austin Lyons, Senior Analyst at Creative Strategies, talks with TITV Host Akash Pasricha about OpenAI's new deal with AMD and what it means for other AI chip companies. We also talk with M13 Partner Anna Barber about where startups can still succeed in a world dominated by OpenAI, and we get into Founders Fund's surprisingly bullish stance on AI with Reporter Miles Kruppa. Lastly, we discuss the business of AI rollups and AI customer service with Crescendo Founder and CEO Matt Price.Articles discussed on this episode:https://www.theinformation.com/articles/founders-fund-shifts-caution-concentrated-bets-aihttps://www.theinformation.com/briefings/openai-strikes-six-gigawatt-compute-deal-amdTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

FTR State of Freight
Rail Market Update - Week ending October 3, 2025

FTR State of Freight

Play Episode Listen Later Oct 3, 2025 9:52


This weeks Rail Market Update covers:Leadership Shift at CSX: Joe Hinrichs departs, Steve Angel steps in as CEO, raising questions about future strategy.STB in the Spotlight: Robert Primus files lawsuit over wrongful termination; operations slowed by the government shutdown.Traffic Trends Mixed: Total North American rail traffic up slightly (+0.8%); intermodal growth (+2.2%) driven mainly by easy comparisons, while carloads (-0.6%) continue to struggle across most commodities.Regional Highlights: CN leads Canada (+9.0%), GMXT in Mexico posts strongest week in years (+21.2%), while Union Pacific lags (-12.6%).The Rail Market Update is hosted by FTR's Senior Analyst, Rail, Joseph Towers.  As this information is presented, you are welcome to follow along and look at the graphs and indicators yourself by downloading the PDF of the presentation.Download the PDF: https://www.ftrintel.com/rail-podcastSupport the show

Behind the Numbers: eMarketer Podcast
How (Not) to Rebrand | Reimagining Retail

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Oct 1, 2025 18:41


In this podcast episode, we discuss rebrands: how much consumers notice them, how important of an ingredient nostalgia is, and how to successfully execute one. Listen to the discussion with Vice President of Content and guest host, Suzy Davidkhanian, Senior Analyst, Zak Stambor, and Analyst, Rachel Wolff.   To learn more about our research and get access to PRO+ go to EMARKETER.com   Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode click here: https://www.emarketer.com/content/podcast-reimagining-retail-how-not-rebrand   © 2025 EMARKETER   Consumers skip ads but not rewards. Fetch drives performance with 12.5M+ monthly users and 11.5M+ receipts scanned daily, capturing 88% of household spend. Your brand becomes the reward earning real engagement, verified purchases, and lasting loyalty. Fetch: America's Rewards App. Where brands are the center of joy. Learn more at business.fetch.com.  

The New Arab Voice
Hezbollah's Existential Crisis: Lebanon's effort to disarm the resistance and the future of the Party of God

The New Arab Voice

Play Episode Listen Later Sep 30, 2025 29:46


It has been annus horribilis for Hezbollah.They were struck by a deadly pager attack, Israel launched a devastating air and ground campaign against the group, and their long-time leader was killed in an Israeli airstrike. The war left Hezbollah battered and broken, and now, the Lebanese government is moving in to clear up the arms, which is taking place under the shadow of continued Israeli airstrikes.At the start of September, the Lebanese army presented its plan to disarm Hezbollah once and for all to the cabinet. While welcomed by much of the cabinet, Hezbollah rejected the notion.This week on The New Arab Voice we examine the state of Hezbollah today. How are the Lebanese state disarming the group? And what is the future of the self-styled resistance movement in Lebanon?We're joined by David Wood, Senior Analyst for Lebanon at International Crisis Group (@CrisisGroup); and Paul Salem, senior fellow at the Middle East Institute (@MiddleEastInst).This podcast is written and produced by Hugo Goodridge (@hugogoodridge).Theme music by Omar al-Fil with additional music from Audio Network.To get in touch with the producers, follow then tweet us at @TNAPodcasts or email podcast@newarab.com Hosted on Acast. See acast.com/privacy for more information.

Public Health Review Morning Edition
1000: Rural Health Transformation Program, Youth Suicide Rates

Public Health Review Morning Edition

Play Episode Listen Later Sep 29, 2025 6:34


Catherine Jones, Senior Analyst of Government Affairs at ASTHO, breaks down what states need to know about the application for the Rural Health Transformation Program, and discusses ASTHO's recent partnership with Cornerstone Government Affairs to host two expert panels on the subject; Dr. Lena Heilmann, Director of the Colorado Office of Suicide Prevention with the Colorado Department of Public Health and Environment, shares the strategies her state employed to achieve the lowest youth suicide rate in Colorado since 2007; on October 7th, PHIG Partners will hold an informational Q&A session for agencies interested in applying to Wave 2 of the Public Health Data Modernization Implementation Center Program; and take a trip through the show's past in celebration of today's 1000th episode.  ASTHO Blog: Federal, State, and Stakeholder Perspectives on the Rural Health Transformation Fund Colorado Dept of Public Health and Environment: Youth Suicide Rate in Colorado Drops to Lowest Level since 2007, CDPHE Committed to Ensuring Trend Continues ASTHO Blog: Public Health Approaches to Preventing Suicide and Promoting Mental Well-Being ASTHO Report: Public Health's Role in Mental Health Promotion and Suicide Prevention ASTHO Legal Mapping Center: Suicide Prevention Offices and Committees Legal Map PHIG Partners: Public Health Data Modernization IC Program Wave 2 Q&A (Session 2)  

Let People Prosper
Reining in Federal Spending: A Conversation with David Ditch | Let People Prosper 167 | Let People Prosper 167

Let People Prosper

Play Episode Listen Later Sep 25, 2025 44:46


Today's guest is David Ditch, Senior Analyst in Fiscal Policy at the Economic Policy Innovation Center (EPIC). With over a decade of experience examining the federal budget, David has worked at the Senate Budget Committee and at The Heritage Foundation, where he helped launch the Grover M. Hermann Center for the Federal Budget. His work has been published in outlets like FoxNews.com, the Los Angeles Times, and the Chicago Tribune.David's reputation is clear: he cuts through Washington spin with data-driven analysis, showing how Congress, bureaucrats, and special interests have fueled a debt crisis that threatens the future. In our conversation, we dive into the national debt as a failure of elites, the false fights over discretionary vs. mandatory spending, and what Washington could learn from low-tax, low-spend states. We also cover the gimmicks that dominate appropriations and the challenge of making fiscal responsibility popular again.For more insights, visit vanceginn.com. You can also get even greater value by subscribing to my Substack newsletter at vanceginn.substack.com. Please share with your friends, family, and broader social media network. 

Behind the Numbers: eMarketer Podcast
The Unofficial Most Interesting Retailers List (September) — Back-to-College Campaigns and Activations | Reimagining Retail

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Sep 24, 2025 28:14


On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of September, with a twist. This month ‘The Committee' (Arielle Feger, Becky Schilling, and Emmy Liederman) put together a very unofficial list of the top eight most interesting back-to-college campaigns and activations. In this month's episode, Committee members Analyst, Arielle Feger and Senior Director of Content, Becky Schilling will defend their list against Analyst, Rachel Wolff and Senior Analyst, Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.   To learn more about our research and get access to PRO+, go to EMARKETER.com   Follow us on Instagram at: https://www.instagram.com/emarketer/   For sponsorship opportunities contact us: advertising@emarketer.com   For more information visit: https://www.emarketer.com/advertise/   Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode click here: https://www.emarketer.com/content/podcast-unofficial-most-interesting-retailers-list-september-back-to-college-reimagining-retail   © 2025 EMARKETER   Consumer attention is fragmented across multiple platforms and making informed advertising decisions is more critical—and complex—than ever. With Nielsen Ad Intel, you can streamline your strategy, minimize wasted spend, and identify opportunities to differentiate your brand, empowering you to stay ahead in an ever-changing market. Discover more today. www.nielsen.com

The International Risk Podcast
Episode 269: Middle East in Transition: Non-State Actors, Trump's Policy Shift, and Regional Stability with Shayan Talabany

The International Risk Podcast

Play Episode Listen Later Sep 24, 2025 32:06


In this episode Dominic Bowen speaks with Shayan Talabany, Senior Analyst and Advisor at the Tony Blair Institute for Global Change, about shifting U.S. strategies in the Middle East and what they mean for governance, security, and economic opportunity across the region. They explore how the U.S. retreat from interventionism is reshaping regional power balances, whether self-reliance can bring stability, and how countries like Iraq, Syria, and Lebanon are navigating enormous economic and political pressures.Listeners will learn about the risks posed by fragile social contracts and youth unemployment, the uncertain futures of nationalism and populism in the region, how Gaza is influencing both leadership and public opinion in Arab capitals, and the opportunities for businesses as regional governments seek deeper economic integration. Shayan also shares her on-the-ground experiences traveling through Iraq, Syria, and Lebanon, providing rare insights into the realities citizens face and the optimism that still exists despite immense challengesShayan Talabany is a Senior Analyst and Advisor at the Tony Blair Institute for Global Change, where she focuses on regional politics, security, and conflict dynamics across the Middle East, with particular expertise on Iraq and Syria. She holds degrees from SOAS, University of London, and the London School of Economics, and also serves as a faculty member with the Aspen Institute in the UK. At the Tony Blair Institute, she leads projects on governance reform, regional integration, and youth engagement, and she has traveled extensively across the Middle East conducting research and advising policymakers.Dominic Bowen is the host of The International Risk Podcast and Europe's leading expert on international risk and crisis management. As Head of Strategic Advisory and Partner at one of Europe's leading risk management consulting firms, Dominic advises CEOs, boards, and senior executives across the continent on how to prepare for uncertainty and act with intent. He has spent decades working in war zones, advising multinational companies, and supporting Europe's business leaders. Dominic is the go-to business advisor for leaders navigating risk, crisis, and strategy; trusted for his clarity, calmness under pressure, and ability to turn volatility into competitive advantage. Dominic equips today's business leaders with the insight and confidence to lead through disruption and deliver sustained strategic advantage.The International Risk Podcast – Reducing risk by increasing knowledge.Follow us on LinkedIn and Subscribe for all our updates!Tell us what you liked!

The Interchange
What to do now clean energy subsidies are going? Analysis and insights from clean energy's biggest North American event

The Interchange

Play Episode Listen Later Sep 23, 2025 29:34


As RE+ 2025 wrapped up in Las Vegas, the mood across the show floor was one of contradiction: anxiety, anger, optimism, and opportunity all rolled into one. In this episode, Sylvia Leyva Martinez – Research Director and analyst covering global solar markets - sits down with Chris Seiple, Vice Chair of Power & Renewables, and Kasim Khan, Senior Analyst at Wood Mackenzie, to unpack the forces shaping today's energy market. From the shockwaves of OB3 and FEOC restrictions, to investors navigating the whiplash of shifting subsidy regimes, Sylvia, Chris and Kassim talk about the conversations they've had with developers and manufacturers. Everyone is facing the same dilemma: double down on building compliant supply chains or hold back in anticipation of yet another policy reversal? Meanwhile, the collapse of early-stage development activity and the race to prove FEOC compliance are reshaping priorities across the industry.But there's more than just uncertainty, there's also innovation. Utilities are experimenting with new ways to fast-track data center interconnections, EPCs are doubling down on execution, and storage is emerging as the wildcard technology that could reshape both grid reliability and investor confidence. With US utilities already committed to 99 GW of new load from data centers - equivalent to nearly 15% of peak demand - the industry faces a defining test. Will the removal of subsidies finally level the playing field for capital, or will it strip away the last federal lever for climate policy? Tune in to hear why industry leaders believe we are living through the most uncertain moment in US clean energy history, and why that uncertainty could also create the biggest opportunities yet.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Behind the Numbers: eMarketer Podcast
What If? Snap Smart Glasses vs. Meta's, Netflix's Shoppable Ads & TikTok's GenAI Assistant | Behind the Numbers

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Sep 22, 2025 26:41


On today's podcast episode, we discuss our ‘very specific, but highly unlikely' predictions for the end of 2025 and start of 2026. Whether Snap's Spectacles will gain traction faster than Meta's Ray-Bans have, if Netflix will start showing users shoppable product placement ads, and if TikTok will introduce a GenAI assistant to the app with commercial intent. Join Senior Director of Podcasts and host Marcus Johnson, Director of Reports Editing, Rahul Chadha, Senior Analyst, Max Willens, and Principal Analyst, Yory Wurmser. Listen everywhere and watch on YouTube and Spotify.   To learn more about our research and get access to PRO+, go to EMARKETER.com   Follow us on Instagram at: https://www.instagram.com/emarketer/   For sponsorship opportunities, contact us: advertising@emarketer.com   For more information, visit: https://www.emarketer.com/advertise/   Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode, click here: https://www.emarketer.com/content/ podcast-what-if-snap-smart-glasses-vs-meta-s-netflix-s-shoppable-ads-tiktok-s-genai-assistant-behind     © 2025 EMARKETER   Consumer attention is fragmented across multiple platforms and making informed advertising decisions is more critical—and complex—than ever. With Nielsen Ad Intel, you can streamline your strategy, minimize wasted spend, and identify opportunities to differentiate your brand, empowering you to stay ahead in an ever-changing market. Discover more today. https://www.nielsen.com/

FTR State of Freight
Rail Market Update - Week ending September 19, 2025

FTR State of Freight

Play Episode Listen Later Sep 19, 2025 9:36


This week in the Rail Market Update:STB Developments: President Trump nominated Dick Closter to replace Marty Oberman on the Surface Transportation Board and renominated Michelle Schultz, while Robert Primus continues to contest his firing. These moves come as the STB prepares to weigh the proposed Union Pacific–Norfolk Southern transcontinental merger. Rail Traffic Trends: For the week ending September 13, North American rail traffic was down 0.9% y/y. Carloads declined in coal, forest products, and farm products (ex-grain), but chemicals and grains grew strongly. Intermodal fell 1.3%, largely due to weakness among U.S. western carriers. Big Picture Outlook: Recent weeks show continued carload weakness (coal, forest products, metallic ores) but some rebounds in chemicals and grains. U.S. intermodal volumes have been flat to down, with the latest week at their weakest since June, tied to softer port activity in Los Angeles and Long Beach.The Rail Market Update is hosted by FTR's Senior Analyst, Rail, Joseph Towers.  As this information is presented, you are welcome to follow along and look at the graphs and indicators yourself by downloading the PDF of the presentation.Download the PDF: https://www.ftrintel.com/rail-podcastSupport the show

The American Mind
Remembering Charlie

The American Mind

Play Episode Listen Later Sep 18, 2025 60:06


The assassination of Charlie Kirk, slain by a politically motivated shooter, will shift our politics markedly in the coming months and years. Director and Senior Analyst for Homeland Security and Counterterrorism at the Center for Security Policy Kyle Shideler joins the hosts this week to share memories of the man and unmask the far-left networks that are responsible for recent political violence. Particularly under the Obama and Biden administrations, vague threat-level categories were created to asymmetrically bring the hammer down on extremist groups, allowing far-left extremism to slip by and foment. Yet the knee-jerk reaction to use "hate speech" laws and censorship is a notion best warded off; instead, correct designation of terror groups and fund tracing is urgently needed to diffuse modern terror threats at home and abroad. Plus: related reading and other media recommendations!Recommended reading:How to Dismantle Far-Left Extremist NetworksHonor the Memory of Charlie KirkCharlie Kirk, MartyrCitizen Kirk This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit claremontinstitute.substack.com

Public Health Review Morning Edition
993: New World Screwworm, States' Preparedness Policies

Public Health Review Morning Edition

Play Episode Listen Later Sep 18, 2025 6:04


Shalini Nair, Senior Analyst of Infectious Disease at ASTHO, tells public health professionals everything they need to know about New World Screwworm (NWS), and what to do if their state experiences a case; Maggie Nilz, Senior Analyst of Preparedness at ASTHO, shares information from a new Health Policy Update on public health preparedness for extreme weather events; up to four states have the opportunity to host a two-day, in-person wastewater surveillance training opportunity, and the deadline to apply is September 19th; the latest edition of the DELPH Magazine is out, providing health officials with new information about the Developing Executive Leaders in Public Health program; and next Thursday, September 25th at 2:00 p.m. ET is the second session of the Activate series in the Ignite, Accelerate and Activate workshop, which will focus on improving emotional intelligence.   ASTHO Blog: New World Screwworm Insights and Action Steps ASTHO Health Policy Update: State Policy Advances in Extreme Weather Preparedness ASTHO Web Page: Ethical Analysis for Infectious Disease Wastewater Surveillance Training Opportunity ASTHO Web Page: DELPH Magazine  ASTHO Webinar: Ignite, Accelerate, and Activate: Series 3, Session 2: Improving Emotional Intelligence  

Moody’s Talks – The Big Picture
How Africa Is Financing Its Future

Moody’s Talks – The Big Picture

Play Episode Listen Later Sep 18, 2025 15:37


Sub-Saharan Africa needs a lot of investment to support its development, but high funding costs are a constraint. We'll explore the drivers of these costs and steps three of the region's largest economies – South Africa, Nigeria and Kenya – are taking to reduce their cost of capital.   Host: Colin Ellis, Head of Centre for Credit Research, Moody's Ratings  Guests: Christian Fang, Vice President - Senior Analyst, Moody's Ratings; Mik Kabeya, Vice President - Senior Credit Officer, Moody's Ratings  Related research:  Credit Conditions – South Africa, Kenya and Nigeria – Policy, market constraints keep borrowing costs high 15 Sept 2025 Sovereigns – Sub-Saharan Africa – Outlook stable as solid growth, fiscal consolidation mitigate financing constraints 16 Sept 2025Banks – Africa – Evolving fundraising sources and high yields will help banks navigate cost of foreign currency 17 Sept 2025Sovereigns – Sub-Saharan Africa – Low revenue and domestic savings underlie high debt cost in Sub-Saharan Africa 02 May 2025   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Behind the Numbers: eMarketer Podcast
Delta Plans AI-Driven Personalized Pricing—Is This Retail's Future? | Reimagining Retail

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Sep 17, 2025 15:28


In this podcast episode, we discuss the backlash to Delta's decision to use personalized AI pricing, how consumers feel about dynamic pricing, and if there is a way for retailers to implement it without losing shopper trust. Listen to the discussion with Analyst and guest host, Rachel Wolff, Vice President of Content, Suzy Davidkhanian, and Senior Analyst, Zak Stambor.   To learn more about our research and get access to PRO+, go to EMARKETER.com   Follow us on Instagram at: https://www.instagram.com/emarketer/   For sponsorship opportunities contact us: advertising@emarketer.com   For more information visit: https://www.emarketer.com/advertise/   Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode click here: https://www.emarketer.com/content/podcast-podcast-delta-plans-ai-driven-personalized-pricing-is-this-retail-s-future-reimagining-retail   © 2025 EMARKETER   Consumer attention is fragmented across multiple platforms and making informed advertising decisions is more critical—and complex—than ever. With Nielsen Ad Intel, you can streamline your strategy, minimize wasted spend, and identify opportunities to differentiate your brand, empowering you to stay ahead in an ever-changing market. Discover more today. www.nielsen.com

Behind the Numbers: eMarketer Podcast
Stablecoins Take Over the Payments Conversation—And Why Retailers Are Launching Their Own | The Banking & Payments Show

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Sep 16, 2025 23:42


In today's episode, we talk about how stablecoins differ from the crypto hype cycles of the past like bitcoin and NFTs, the risks stablecoins introduce for traditional financial institutions, and from the consumer side, do people actually want or need stablecoin payments. Join the discussion with host and Head of Business Development, Rob Rubin, Senior Analyst, Grace Broadbent, Vice President of Content, Suzy Davidkhanian, and Principal Analyst, Tiffani Montez.   To learn more about our research and get access to PRO+, go to EMARKETER.com   Follow us on Instagram at: https://www.instagram.com/emarketer/   For sponsorship opportunities contact us: advertising@emarketer.com   For more information visit: https://www.emarketer.com/advertise/   Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode click here: https://www.emarketer.com/content/podcast-stablecoins-take-over-payments-and-retailers-launch-their-own-banking-payments-show   © 2025 EMARKETER   Consumer attention is fragmented across multiple platforms and making informed advertising decisions is more critical—and complex—than ever. With Nielsen Ad Intel, you can streamline your strategy, minimize wasted spend, and identify opportunities to differentiate your brand, empowering you to stay ahead in an ever-changing market. Discover more today. www.nielsen.com

Behind the Numbers: eMarketer Podcast
From Discounts to Emotional Marketing: What Retailers Should Be Focusing on This 2025 Holiday Season | Reimagining Retail

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Sep 10, 2025 20:46


In this podcast episode, we discuss retailers' priorities this holiday period, how they can stand out from the crowd, and how to balance sharp pricing with creating an emotional connection that lasts beyond the season. Listen to the discussion with Vice President of Content and guest host, Suzy Davidkhanian, Principal Analyst, Sky Canaves, and Senior Analyst, Zak Stambor.   To learn more about our research and get access to PRO+, go to EMARKETER.com Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com  For a transcript of this episode click here:  https://www.emarketer.com/content/podcast-discounts-emotional-marketing-what-retailers-should-focusing-on-this-2025-holiday-season   © 2025 EMARKETER

Behind the Numbers: eMarketer Podcast
Public Opinion on AI-Made Media: What's Acceptable, What Crosses the Line | Behind the Numbers

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Sep 8, 2025 22:41


On today's podcast episode, we discuss how Americans view GenAI-made media, if the “AI concern gap” between AI experts and the general public will widen, and why some of GenAI's negativity might not apply to ads. Join Senior Director of Podcasts and host, Marcus Johnson and Senior Analyst, Max Willens. Listen everywhere and watch on YouTube and Spotify.   To learn more about our research and get access to PRO+ go to EMARKETER.com   Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode click here: https://www.emarketer.com/content/podcast-behind-numbers-public-opinion-on-ai-made-media-what-acceptable-what-crosses-line   © 2025 EMARKETER  

VSiN Best Bets
VSiN By The Books | September 5, 2025 | Hour 3

VSiN Best Bets

Play Episode Listen Later Sep 5, 2025 44:50


In this hour of VSiN By The Books, hosts Dave Ross and Jensen Lewis play “Bet The Build” for the Chiefs and Chargers game tonight. Plus, joining the show is Nick Whalen, Senior Analyst at RotoWire & VSiN Contributor, to break down his favorite plays in week 1. Plus, don't miss Jensen and Dave's Best Bets or today! 

Behind the Numbers: eMarketer Podcast
The Other Social Platforms—Pinterest's AI Push, Snap's Attention Bet, and Reddit's Bid for Ad Dollars | Behind the Numbers

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Sep 2, 2025 21:46


On today's podcast episode, we discuss Reddit's most interesting recent development, if Snap's emphasis on attention can help it bounce back, and whether Reddit can earn a permanent seat at the table for bigger brand budgets. Join Senior Director of Podcasts and host, Marcus Johnson, Vice President and Principal Analyst, Jasmine Enberg, and Senior Analyst, Minda Smiley. Listen everywhere and watch on YouTube and Spotify.   To learn more about our research and get access to PRO+, go to EMARKETER.com   Follow us on Instagram at: https://www.instagram.com/emarketer/   For sponsorship opportunities, contact us: advertising@emarketer.com   For more information, visit: https://www.emarketer.com/advertise/   Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode, click here: https://www.emarketer.com/content/podcast-other-social-platforms-pinterest-s-ai-push-snap-s-attention-bet-reddit-s-bid-ad-dollars   © 2025 EMARKETER

Project Medtech
Episode 230 | Eduardo Palma, Senior Analyst at 415 Capital |Investing in Lifesaving Innovation & Strategies for Startups' Success

Project Medtech

Play Episode Listen Later Sep 1, 2025 42:08


In this episode, Duane Mancini welcomes to the show Eduardo Palma, a senior analyst at 415 Capital, a VC firm specializing in cardiovascular medtech investments. Eduardo shares insights on his background, the emergence of Portugal as a VC hub, and the strategic advantages of their Munich base. The conversation explores 415 Capital's origin, investment thesis, and their unique focus on clinical-stage PMA-track devices. Highlights include the critical role of clinical data, strategies for effective fundraising, and the importance of teamwork between VCs and startups. Eduardo also discusses the challenges and learning experiences of raising a second fund, offering invaluable advice for startups aiming to stand out in their pitches.Eduardo Palma LinkedIn415 Capital LinkedIn415 Capital WebsiteDuane Mancini LinkedInProject Medtech WebsiteProject Medtech LinkedIn

Behind the Numbers: eMarketer Podcast
The Ad Dollars & Attention Mismatch—The Big Screen Ad Spend Gap, YouTube's CTV Edge, and More | Behind the Numbers

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Aug 29, 2025 22:14


On today's podcast episode, we discuss the biggest discrepancy by device with regards to where we spend our time versus how many ad dollars are aimed there, why social players want to take a page from YouTube's CTV playbook, and why sub OTT's unusual path to advertising has created major misalignments. Join Senior Director of Podcasts and host, Marcus Johnson, Principal Forecasting Writer, Ethan Cramer-Flood, and Senior Analyst, Minda Smiley. Listen everywhere and watch on YouTube and Spotify.   Reports mentioned in this episode:  US Social Ad Spending vs. Time Spent 2025 US Time Spent vs. Ad Spending 2025   To learn more about our research and get access to PRO+ go to EMARKETER.com   Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode click here: https://www.emarketer.com/content/podcast-behind-numbers-ad-dollars-attention-mismatch-the-big-screen-ad-spend-gap-youtube-ctv-edge   © 2025 EMARKETER   Got an ecommerce challenge? Awin has you covered. With Awin's affiliate platform, brands of all sizes can unlock endless marketing opportunities, reach consumers everywhere, and choose partners that fit their goals. Control costs, customize programs, and drive real results. Learn more at awin.com/emarketer.

Amanpour
Chaos at the US CDC 

Amanpour

Play Episode Listen Later Aug 28, 2025 56:05


The White House has fired the Director of the Centers for Disease Control and Prevention, Susan Monarez, after only one month in the position. This comes just days after she reportedly clashed with Health and Human Services Secretary Robert F. Kennedy Jr. over his stance on vaccines. Several other top CDC officials announced they were quitting in her wake, leaving the health agency in turmoil. Doctor Fiona Havers is a former CDC official and infectious disease expert, who resigned from her post as a Senior Vaccine Adviser in June, citing concerns about changes to the agency's vaccine processes under Secretary Kennedy. She joins the show to discuss what this all means for public health in America, and for the next pandemic.   Also on today's show: Narges Bajoghli, Associate Professor of Middle East Studies, Johns Hopkins University & Suzanne Maloney, VP/Director of Foreign Policy, The Brookings Institution; David Mora, Senior Analyst for Mexico, International Crisis Group  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Behind the Numbers: eMarketer Podcast
The Unofficial Most Interesting Retailers List (August) | Reimagining Retail

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Aug 27, 2025 26:08


On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of August. Each month, Arielle Feger, Becky Schilling, and Emmy Liederman (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Arielle Feger and Emmy Liederman will defend their list against Principal Analyst, Sky Canaves and Senior Analyst, Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.   To learn more about our research and get access to PRO+, go to EMARKETER.com   Follow us on Instagram at: https://www.instagram.com/emarketer/   For sponsorship opportunities contact us: advertising@emarketer.com   For more information visit: https://www.emarketer.com/advertise/   Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode click here: https://www.emarketer.com/content/podcast-unofficial-most-interesting-retailers-list-august-reimagining-retail     © 2025 EMARKETER   Got an ecommerce challenge? Awin has you covered. With Awin's affiliate platform, brands of all sizes can unlock endless marketing opportunities, reach consumers everywhere, and choose partners that fit their goals. Control costs, customize programs, and drive real results. Learn more at awin.com/emarketer.