Podcasts about senior analyst

Michael speaks with Gregory Brew, Senior Analyst at the Eurasia Group and country analyst for Iran, about the high-stakes decision facing the Islamic Republic: "strikes or talks." Greg analyzes the upcoming diplomatic summit in Istanbul, where the U.S. is pushing for "maximalist concessions" regarding Iran's nuclear program, ballistic missile stockpile, and regional proxy networks like Hamas and Hezbollah. Greg also discusses the strategic leverage of the recent U.S. naval buildup in the Middle East and whether these talks are a deliberate pretext for military action against Tehran. Greg also breaks down Iran's internal "credibility crisis" and the future of regional stability. 

Markets digest a flood of major earnings while tech volatility takes center stage. Jim Cramer interviewed NVIDIA CEO Jensen Huang and talks the AI trade scrutiny. Huang weighs in on OpenAI's massive fundraising round. Ke reports from AMD, Amgen, Chipotle, Mondelez and Super Micro. Christopher Rolland, Senior Analyst at Susquehanna, analyzes what the AMD results mean for the broader semiconductor trade.Jackson Ader, Senior Research Analyst at KeyBanc, joins to discuss the ongoing software selloff, while Venu Krishna, Head of U.S. Equity Strategy at Barclays, offers insight on market positioning and earnings momentum. A look ahead to Alphabet's earnings with Gil Luria, Managing Director and Senior Software Analyst at D.A. Davidson. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Earnings season rolls on with key reactions and market-moving insights. Key reads on the AI trade with Palantir and NXPI both reporting. Kate Moore, Citigroup Wealth CIO, on why earnings growth and forward revisions are critical for stocks to push higher. Louie DePalma, Senior Research Analyst at William Blair, reacts to Palantir earnings after upgrading the stock this morning. Disney's stock slide and leadership questions with Jim Stewart, Business Reporter at The New York Times; a reset in global currencies with Kathy Lien, Managing Director of FX Strategy at BK Asset Management; and a look at Bitcoin's slide with Mark Palmer, Senior Analyst at StoneX. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Show LinksThe Congress, the Golden Fleet, and the Shipbuilding Industrial Base in 2026SummaryIn this episode of Midrats, Sal and Mark engage with Eric Labs, a senior analyst at the Congressional Budget Office (CBO), to discuss the complexities of shipbuilding costs, the role of the CBO in providing independent estimates, and the challenges faced by the U.S. Navy in maintaining and expanding its fleet. Eric shares insights on the differences between CBO and Navy cost estimates, the impact of maintenance on overall ship costs, and the importance of a skilled labor force in shipbuilding. The conversation also touches on the historical context of shipbuilding budgets, congressional appropriations, and the future of naval forces in the face of evolving defense needs.Dr. Eric Labs is Senior Analyst for Naval Forces and Weapons at the Congressional Budget Office in Washington, D.C. He specializes in issues related to the procurement, budgeting, and sizing of the forces for the Department of the Navy. He received his doctorate in political science from the Massachusetts Institute of Technology and graduated from Tufts University, summa cum laude, in 1988. He has worked for the Institute for Foreign Policy Analysis in Cambridge, Massachusetts and, from 1994 to 1995, as a Visiting Scholar at the Center for International Security Studies at the University of Maryland. Dr. Labs has been with the Congressional Budget Office since 1995. Chapters00:00: Introduction to the CBO and Eric Labs03:01: Understanding the Role of the CBO06:01: Cost Estimation Approaches in Shipbuilding08:54: Historical Context of CBO Estimates vs Navy Estimates12:04: Challenges in Shipbuilding Cost Estimates15:09: The Impact of Maintenance on Ship Costs18:00: Congressional Budgeting and Shipbuilding Appropriations20:48: Labor Force Challenges in Shipbuilding23:58: Future of the U.S. Navy Fleet and Shipbuilding27:05: Conclusion and Future Considerations

What does it mean to live in an age where disorder is no longer a temporary crisis but a permanent condition? Corey is joined by Jason Pack, a geopolitical analyst and founder of Libya Analysis, to discuss global instability, institutional decay, and what Jason calls the Enduring Disorder. Drawing on experiences spanning post-9/11 Middle East policy, Libya's fragile political landscape, and years of work with NATO affiliated institutions, Jason argues that the world has moved beyond the post Cold War order into something far more volatile and fragmented. The conversation weaves together geopolitics, psychology, religion, and even gambling theory. Jason explains how games like backgammon and poker illuminate leadership, risk, empathy, and decision making under uncertainty, offering metaphors for diplomacy and democratic governance alike. From Russia's strategy of chaos to the erosion of institutional trust at home, the episode explores how disorder benefits those seeking power without responsibility and what it will take to rebuild shared standards of truth, accountability, and civic trust. Calls to Action ✅ If this episode resonates, consider sharing it with someone who might need a reminder that disagreement doesn't have to mean dehumanization. ✅ Check out our Substack: coreysnathan.substack.com ✅ Leave a review on Apple Podcasts, Spotify, or wherever you listen: ratethispodcast.com/goodfaithpolitics ✅ Subscribe to Talkin' Politics & Religion Without Killin' Each Other on your favorite podcast platform. ✅ Watch the full conversation and subscribe on YouTube: youtube.com/@politicsandreligion Key Takeaways • The world has entered an era of enduring disorder rather than cyclical instability • Many modern power players seek chaos rather than a coherent alternative order • Geopolitics requires empathy, psychological insight, and strategic risk taking • Institutional decay mirrors the “enshittification” seen in digital platforms • Democratic renewal depends on honesty, expertise, and resisting simplistic solutions About the Guest Jason Pack is a geopolitical analyst, writer, and consultant focused on global disorder, conflict, and institutional resilience. He is the founder of Libya Analysis, host of the Disorder podcast, and the creator of the Enduring Disorder framework. Jason has served as an associate fellow at the Royal United Services Institute and as Senior Analyst for Emerging Challenges at the NATO Defense College Foundation in Rome. His work spans Libya, the Middle East, Russia, Ukraine, and the future of democratic governance. www.jasonpack.org Connect on Social Media Corey is @coreysnathan on all the socials... Substack LinkedIn Facebook Instagram Twitter Threads Bluesky TikTok Thanks to Our Sponsors Pew Research Center: pewresearch.org The Village Square: villagesquare.us Meza Wealth Management: mezawealth.com Proud members of The Democracy Group Can democracy survive in a world where disorder is rewarded and institutions are no longer trusted to tell the truth?

Is Taiwan's biggest ally still reliable? For years, the U.S. and Taiwan were "best friends" because of democracy. But now, the conversation has changed to "protection fees" and business deals. This shift is creating a wave of U.S. skepticism across the island. We look at why people in Taiwan feel anxious and what happens to Taiwan's security when friendship becomes a transaction. [00:34] Why Taiwan's mood is a global warning sign. [01:43] The "might makes right" dynamic at Davos. [07:33] The shift from "shared values" to "protection fees." [11:43] Understanding the gap between anxiety and trust. [18:24] Is moving chip capacity to the U.S. a dangerous move? [34:47] The U.S. warning: Pay more to be "worth defending." Host: Kwangyin Liu, Senior Managing Editor of CommonWealth Magazine Guest: William Yang, Senior Analyst of the International Crisis Group Producers: Yayuan Chang, Weiru Wang ＊Read more: https://english.cw.com.tw/article/article.action ＊Share your thoughts：bill@cw.com.tw Powered by Firstory Hosting

In this episode of FTR's Rail Market Update, host Joseph Towers covers:STB's ruling of the UP-NS application as "incomplete"Weekly rail trafficThe 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

In this guest episode, we host Shamir Popat, Senior Analyst, Manager Research, at Morningstar. He runs through his report and findings on what investors should consider before investing in new ETFs.You can find more on the report here.A message from Mark and ShaniFor the past five years, we've released a weekly podcast to arm you with the tools to invest successfully. We've always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We've shared our journeys with you, and you've shared back. We've listened to what you're after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

The three proactive security principles of visibility, prioritization, and remediation have always been the foundation of vulnerability management teams. But these teams face continuous challenges. How do you address these challenges? Erik Nost, Senior Analyst at Forrester, joins Business Security Weekly to break down the six questions that need to be answered for each proactive security principle: who, what, when, where, why, and how. The introduction of generative AI (genAI) into proactive security promises to provide a broader and speedier ability to answer these questions, providing further opportunities for the proactive security market to grow. In the leadership and communications segment, What the CEO and C-Suite Must Ask Before Building an AI Enabled Enterprise, Don't Underestimate the Value of Professional Friendships, What Kevin Bacon Can Teach You About Cybersecurity Career, and more! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-430

The three proactive security principles of visibility, prioritization, and remediation have always been the foundation of vulnerability management teams. But these teams face continuous challenges. How do you address these challenges? Erik Nost, Senior Analyst at Forrester, joins Business Security Weekly to break down the six questions that need to be answered for each proactive security principle: who, what, when, where, why, and how. The introduction of generative AI (genAI) into proactive security promises to provide a broader and speedier ability to answer these questions, providing further opportunities for the proactive security market to grow. In the leadership and communications segment, What the CEO and C-Suite Must Ask Before Building an AI Enabled Enterprise, Don't Underestimate the Value of Professional Friendships, What Kevin Bacon Can Teach You About Cybersecurity Career, and more! Show Notes: https://securityweekly.com/bsw-430

The three proactive security principles of visibility, prioritization, and remediation have always been the foundation of vulnerability management teams. But these teams face continuous challenges. How do you address these challenges? Erik Nost, Senior Analyst at Forrester, joins Business Security Weekly to break down the six questions that need to be answered for each proactive security principle: who, what, when, where, why, and how. The introduction of generative AI (genAI) into proactive security promises to provide a broader and speedier ability to answer these questions, providing further opportunities for the proactive security market to grow. In the leadership and communications segment, What the CEO and C-Suite Must Ask Before Building an AI Enabled Enterprise, Don't Underestimate the Value of Professional Friendships, What Kevin Bacon Can Teach You About Cybersecurity Career, and more! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-430

Der frühere deutsche Vizekanzler der Grünen ist heute Senior Analyst am Dänischen Institut für internationale Studien. In dieser Funktion beschäftigt er sich mit Grönland, welches zu Dänemark gehört. Im Tagesgespräch erzählt er, wie Europa mit dem Druck aus den USA umgehen soll. Wir lebten in einer Welt der Raubtiere, sagt Habeck. Es sei daher wichtig, dass Europa geeint dastehe. Die Ansprüche Trumps auf Grönland müsse man ernst nehmen, man könne sie nicht als Spinnerei abtun. Er erklärt, welche Strategie er Europa nun empfiehlt und ob er in dieser Weltlage froh sei, dass er nicht Kanzler geworden ist.

In this episode Joseph Towers opens the year with a comprehensive review of full-year 2025 rail traffic, highlighting modest overall growth driven by grains and coal, continued softness in industrial commodities such as metals and forest products, and a largely flat outlook for motor vehicles heading into 2026. He then walks through the latest procedural developments surrounding the proposed Union Pacific–Norfolk Southern merger, outlining what remains in the Surface Transportation Board review process and the likely timeline for a decision. The episode closes with an overview of the STB's new proposal to eliminate Part 1144, a move aimed at easing access to reciprocal switching and increasing rail competition, setting up key regulatory and market themes to watch as 2026 unfolds.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

BYU senior analyst Gary Andersen

In this episode of Stuff About Money They Didn't Teach You in School, Erik Garcia is joined by Miles Clark, Senior Analyst at Nasdaq Dorsey Wright, to explore a simple but important question: what's better—time in the market or timing the market? The conversation opens with a long-term look at how markets have behaved over multi-decade periods and what that data can teach investors when they're deciding what to do with new money, especially when markets are sitting at or near all-time highs. From there, Erik and Miles walk through three common investor approaches: investing a lump sum right away, waiting for a pullback, or easing in over time. They discuss which experiences tend to lead to better long-term outcomes and why those results often surprise people. The conversation also touches on momentum, relative strength, and market breadth, including what it means when market leadership becomes narrow and valuations stretch. The episode wraps up with Miles' thoughts on what matters most heading into 2026, what investors tend to worry about too much, and what deserves more attention moving forward. If you found this episode helpful, follow the show and share it with someone who's still waiting for the “right” time to invest. Episode Highlights: Miles discusses a study showing "Average Joe," who invests $500 monthly regardless of market conditions, outperforms market timers by about $1 million. (07:25) Miles breaks down market breadth through a football analogy: it tells investors whether the market is on offense or defense. (13:20) Miles mentions that in core-dominated markets, the real risk isn't beating the benchmark but simply keeping up with it. (18:55) Miles discusses how Dorsey Wright applies relative strength to identify which assets to hold, focusing on sustained trends rather than short-term news. (22:45) Miles explains how momentum investing rotated out of tech in 2022 into energy and utilities, then back into tech for 2023-2024. (29:30) Erik emphasizes that risk capacity matters more than risk tolerance, which is often driven by emotions about current market conditions. (36:25) Key Quotes: "We don't necessarily have to focus on protecting against the entire market washout. We really just need to protect ourselves against where we're over-concentrated in our portfolios." - Miles Clark "In core-dominated markets, a lot of the risk is actually just not keeping up with the benchmark because it is so strong." - Miles Clark "Finding and earning positive relative strength is just trying to pick those assets that are doing relatively better towards the up or downside than their benchmark." - Miles Clark Resources Mentioned: Miles Clark Nasdaq Dorsey Wright Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

In this episode of Stuff About Money They Didn't Teach You in School, Erik Garcia is joined by Miles Clark, Senior Analyst at Nasdaq Dorsey Wright, to explore a simple but important question: what's better—time in the market or timing the market? The conversation opens with a long-term look at how markets have behaved over multi-decade periods and what that data can teach investors when they're deciding what to do with new money, especially when markets are sitting at or near all-time highs. From there, Erik and Miles walk through three common investor approaches: investing a lump sum right away, waiting for a pullback, or easing in over time. They discuss which experiences tend to lead to better long-term outcomes and why those results often surprise people. The conversation also touches on momentum, relative strength, and market breadth, including what it means when market leadership becomes narrow and valuations stretch. The episode wraps up with Miles' thoughts on what matters most heading into 2026, what investors tend to worry about too much, and what deserves more attention moving forward. If you found this episode helpful, follow the show and share it with someone who's still waiting for the “right” time to invest. Episode Highlights: Miles discusses a study showing "Average Joe," who invests $500 monthly regardless of market conditions, outperforms market timers by about $1 million. (07:25) Miles breaks down market breadth through a football analogy: it tells investors whether the market is on offense or defense. (13:20) Miles mentions that in core-dominated markets, the real risk isn't beating the benchmark but simply keeping up with it. (18:55) Miles discusses how Dorsey Wright applies relative strength to identify which assets to hold, focusing on sustained trends rather than short-term news. (22:45) Miles explains how momentum investing rotated out of tech in 2022 into energy and utilities, then back into tech for 2023-2024. (29:30) Erik emphasizes that risk capacity matters more than risk tolerance, which is often driven by emotions about current market conditions. (36:25) Key Quotes: "We don't necessarily have to focus on protecting against the entire market washout. We really just need to protect ourselves against where we're over-concentrated in our portfolios." - Miles Clark "In core-dominated markets, a lot of the risk is actually just not keeping up with the benchmark because it is so strong." - Miles Clark "Finding and earning positive relative strength is just trying to pick those assets that are doing relatively better towards the up or downside than their benchmark." - Miles Clark Resources Mentioned: Miles Clark Nasdaq Dorsey Wright Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

James van Straten is Senior Analyst at CoinDesk and Bullish, where he conducts in-depth structured research on Bitcoin. James hails Bitcoin as the 21st century's paramount invention.› https://x.com/btcjvsPARTNERS

This episode of FTR's Rail and Intermodal Update focuses on year-end trends in North American rail traffic, with Joseph Towers breaking down the latest carload and intermodal performance by commodity and carrier.  The podcast also addresses the growing uncertainty surrounding the proposed Union Pacific–Norfolk Southern merger following public opposition from the Teamsters Rail Conference, setting the stage for what could be a challenging and consequential year ahead for the rail industry.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

Episode Summary Host: Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics Lindsey Stewart, CFA, Director, Institutional Investor Content Guests: Angela Flaemrich, Director, Stewardship Matteo Felleca, Analyst, Stewardship Ignacio Garcia Giner, Senior Analyst, Stewardship  Bonus Episode: 20-25 Proxy Season Review In this episode, recorded earlier this year, Lindsey sat down with Angela Flaemrich, Matteo Falleca and Ignacio Garcia Giner from Morningstar Sustainalytics' ESG Proxy Voting Overlay team to discuss their insights from the most recent proxy season. Insights from the discussion include: The decline in the number of sustainability-focused resolutions Changes to the regulatory landscape Increasing support for resolutions related to shareholder rights Lower support for proposals related to climate and DEI issues Key Moments 00:00:04 Introduction. 00:02:12 Highlights of the sustainability-related proposals from 2025 proxy season. 00:04:55 Insights on support levels for sustainability-related proposals. 00:08:31 Insights on the changing topic mix in the 2025 proxy season. 00:11:12 Overview of climate proposal trends. 00:14:52 Overview of social proposal trends. 00:19:04 Thoughts on the 2026 proxy season.   Links to Selected Resources Can Big Tech Keep Its Climate Commitments as Data Centers Scale? Investor Views on AI Oversight Voice of the Asset Owner Survey 2025 Qualitative Insights Voice of the Asset Owner Survey 2025 Quantitative Analysis   

Crop conditions, planted areas and yields: Discover Argus' first forecasts for the 2026-27 wheat season in Ukraine and Romania, based on our latest crop tours. Angelika Melikian, Senior Editorial Analyst Alexey Yeromin, Senior Analyst

In this episode of War & Peace, Olga Oliker and Alissa de Carbonnel are joined by Joshua Kucera, Crisis Group's Senior Analyst for the South Caucasus, to discuss the increasingly difficult situation facing people displaced from Nagorno-Karabakh in Armenia after Azerbaijan regained control of the territory in a rapid 2023 offensive. They unpack the refugees' mounting challenges–from insecure housing after cuts to government assistance to discrimination–and their growing frustration with Armenia's government. They also examine the role refugees from Karabakh might play in Armenia's 2026 elections and peace efforts with Azerbaijan, their hopes of return, and what the EU can do to help Yerevan respond.For more, check out our Armenian-Azerbaijani Conflict and Europe & Central Asia pages. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Hold Your Fire!, Richard speaks with Matthew Wheeler, Crisis Group's Senior Analyst for Southeast Asia, about the renewed clashes along the Thailand-Cambodia border. They explore the origins of the long-running dispute and the triggers for the latest round of fighting, which has shattered a ceasefire reached in Malaysia in late July and displaced more than half a million people. They examine calculations in Bangkok and Phnom Penh, the rising nationalist sentiment in Thailand, and the fallout from a leaked phone call between then-Prime Minister Paetongtarn Shinawatra and Cambodia's de facto leader Hun Sen in June. They also assess diplomacy to end the fighting, Malaysia's mediation, and President Donald Trump's role in brokering the July truce. As fighting continues despite Trump's claim to have forged another ceasefire, they discuss why a quick de-escalation looks less likely this time around.For more, check out Matthew's analyst's notebook, “Ceasefire Collapses as Heavy Fighting Erupts along Cambodia-Thailand Border”, as well as our Cambodia and Thailand pages. Hosted on Acast. See acast.com/privacy for more information.

Ben Criddle talks BYU sports every weekday from 2 to 6 pm.Today's Co-Hosts: Ben Criddle (@criddlebenjamin)Subscribe to the Cougar Sports with Ben Criddle podcast:Apple Podcasts: https://itunes.apple.com/us/podcast/cougar-sports-with-ben-criddle/id99676

John Daigle on Establish The Run, His Fantasy Football Journey & Competing in the STACKED League

 This week's Rail and Intermodal Update delivers a concise look at rail traffic trends as the industry moves through a quiet holiday period with limited major news expected. Joseph Towers highlights the upcoming Midwest Association of Rail Shippers Winter Meeting and provides timely context on the delayed Union Pacific–Norfolk Southern merger filing. The episode then breaks down the latest carload and intermodal performance, noting key commodity movements and carrier-level shifts across North America. 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

This week on One Decision, hosts Christina Ruffini and Sir Richard Dearlove, former head of Britain's MI6, are joined by Venezuela expert Phil Gunson, Senior Analyst for the International Crisis Group.  In this conversation, the hosts discuss the new pressure campaign the Trump administration has placed on Venezuelan President Nicolás Maduro and his regime, including the recent air strikes on drug boats off the Venezuelan coast. Gunson, who lives in Caracas, Venezuela, explains how Cuban intelligence continues to help Maduro maintain control over Venezuela and its military, why the military sees no benefit in turning against Maduro, and how gold mining and evading sanctions keep the regime financially afloat. The conversation explores why Maduro's dictatorship continues to endure, the divided Venezuelan opposition, and the risks of the next dangerous power struggle if Maduro falls. Gunson also shares vivid insights into daily life in Caracas, from blackouts to food shortages, and shares his thoughts on what it would take for Venezuela to move toward democracy. Learn more about your ad choices. Visit megaphone.fm/adchoices

What is intergenerational security and how does it intersect with traditional concepts of national security?How do intergenerational dynamics and differing interactions with technology, social media and AI impact security and resilience?What are the security issues that young Australians care about and how do these differ from the concerns of older Australians? In this episode Sally Bulkeley is joined by Afeeya Akhand and Victoria Cooper to discuss intergenerational security and the differing perspectives across age demographics in Australia.Afeeya Akhand is an Emerging Associate with the ANU National Security College (NSC). Her research focuses on South Korean foreign policy, Indo-Pacific security, inclusion and social cohesion.Victoria Cooper is a Senior Analyst at the Development Intelligence Lab and focused on foreign policy and the interaction of socio-political trends, development and security. She is also an Emerging Associate with NSC.Sally Bulkeley is Deputy Head of College at NSC.TRANSCRIPTShow notesNSC academic programs – find out more Dinner Table Politics | Victoria Cooper | SubstackRecent stabbings highlight danger of online misinformation | Afeeya Akhand | The StrategistWe'd love to hear from you! Send in your questions, comments, and suggestions to NatSecPod@anu.edu.au. You can tweet us @NSC_ANU and be sure to subscribe so you don't miss out on future episodes. Hosted on Acast. See acast.com/privacy for more information.

Today's guest is Suvaleena Paul, Assistant Vice President and Senior Analyst in Fraud, Innovation, and Analysis at Bank of America. Suvaleena joins Emerj Editorial Director Matthew DeMello to discuss the integration of AI-driven technologies into fraud prevention workflows. She also shares practical insights on improving threat identification speed, fostering cross-team collaboration, and continuously refining AI models to maximize ROI and maintain regulatory compliance. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the 'AI in Business' podcast!

Rising healthcare costs, elevated utilization, and regulatory uncertainty are putting pressure on the U.S. healthcare system. In this episode of Let's Talk Future, Michael Wiederhorn, Managing Director & Senior Analyst for Healthcare Providers & Services at Oppenheimer, explains the forces driving today's difficult cycle—from deferred pandemic care and chronic disease to rising labor and drug costs. He also explores why ACA subsidies are so critical and how their potential expiration could impact millions. Despite the challenges, Wiederhorn sees signs of stabilization as providers and insurers reprice premiums, integrate across the care continuum, and adopt new technologies that improve efficiency. Election-year debate will add volatility, but the long-term outlook is improving.   Podcast 111 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 podcast 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.  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. This content is intended for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security. No part of this podcast should be interpreted as a testimonial regarding the advisory services of Oppenheimer & Co. Inc. Any references to performance, investment opportunities, or market outlooks are based on current opinions, which are subject to change without notice. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal.   Oppenheimer Transacts Business on all Principal US Exchanges and is a Member of SIPC  8617142.1  

Ready for an explosive episode of Joe Oltmann Untamed, as we dive into the heart of America's battle for freedom. First, we tackle the shocking persecution of Tina Peters, the 70-year-old Gold Star Mother and election integrity hero thrown into solitary confinement at La Vista State Prison after exposing 2020 election irregularities. With updates from her own X post, Joe Oltmann's war cry, and Rep. Marjorie Taylor Greene's outrage, we'll expose the Colorado government's brutal retaliation—strip searches, windowless cells, and a 17-day lockup—while rallying you to join the #FreeTinaPeters movement. Don't miss our urgent call to action to save this patriot from the Deep State's clutches.Next, we unleash intelligence titan Michael Waller, Senior Analyst at the Center for Security Policy and author of Big Intel, to dissect the Marxist infiltration turning our CIA and FBI from Cold War victors to woke warriors. From the “long march through the institutions” to chilling reversals of counterintelligence against American citizens, Waller will name names and reveal how the Left hijacked our spy agencies. With his firsthand experience under CIA Director Bill Casey, this is a masterclass in fighting the ideological subversion threatening our Republic—tune in and arm yourself with truth.We tackle today's breaking news: Democrats' call for the military to defy Trump sparks a fiery exchange with President Trump and Michigan Senator Slotkin, dissected with Joe Oltmann's X take. Then, we expose Minnesota's $1B welfare fraud scandal, where Somali communities funnel taxpayer cash to Al-Shabaab, complete with a shocking “Jihad now!” clip from a community leader. We'll demand action to clean house, overstay visas be damned, before ending with a laugh courtesy of Kyle Seraphin's roast of Julie Kelly's X hiatus. This is raw, unfiltered patriotism—lock in now!

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.

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.

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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

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

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

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

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

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

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.

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  

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.

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.

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.

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.

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.

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.

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.  

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.

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