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Turnarounds take longer than investors like to imagine. (00:21) Jim Gillies and Ricky Mulvey discuss: - Nike's return to Amazon. - The fundamentals and risks of investing in turnaround stories. - A fitness company with a potentially brighter future. Then, Motley Fool CIO, Andy Cross, and Senior Analyst, Asit Sharma, interview PubMatic CEO Rajeev Goel about trends in digital advertising and his company's future. Members of any Motley Fool service can access the whole conversation here: https://www.fool.com/premium/4056/coverage/2025/05/15/pubmatic-ceo-rajeev-goel-interview?_gl=1*wfzp4p*_gcl_au*MTE4NzAwNDAyMS4xNzQ3OTM0ODk3*_ga*MzY5MTIzMDUyLjE3NDc5MjMyNTM.*_ga_B6G4KMLCV0*czE3NDc5MzQ4OTckbzMkZzEkdDE3NDc5MzkzODQkajU1JGwxJGgzMjk1NDE2NDEkZEpJOEZWXzVabC1XWnV6ZHBicHZxZ0pmcXBubWdVRElrcmc. Companies discussed: NKE, CMG, UHC, BA, PTON, PUBM Host: Ricky Mulvey Guests: Jim Gillies, Andy Cross, Asit Sharma, Rajeev Goel Producer: Mary Long Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

A bonus episode this week. On May 22, I moderated a panel organized by Vita Golod and the UNC Center for Slavic, Eurasian, and East European Studies. The focus was on the U.S.-Ukraine Mineral Security Partnership, and it features Ivan Us, Chief Consultant at the Center for Foreign Policy at the National Institute for Strategic Studies; Jim Mullinax, a Senior Foreign Service Officer and former Consul General at the U.S. Consulate in Chengdu (closed in 2020); Grzegorz Stec, Senior Analyst and Head of the Brussels Office at MERICS; and Xu Qinduo, journalist at CGTN and Senior Fellow at the Pangoal Institution. The panel explores the background and the implications of the minerals deal, signed on May 1, 2025, for the ongoing war in Ukraine, and prospects for post-war reconstruction. I hope you enjoy what I thought was a fascinating conversation.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, we are replaying our Breakdown on Vulcan Materials. Vulcan is America's largest producer of construction aggregates. This includes all of the crushed rock, sand, and gravel, which gets used for the foundation of nearly everything around us. Think of all of the buildings, the roads, and the infrastructure that define the physical footprint of America. To break down Vulcan, I am joined by Rob Hansen, Senior Analyst at Vontobel Asset Management. Rob shares what makes this relatively simple business so successful. We get into the dynamics of operating quarries, the logistics of moving rocks, and what is cyclical versus what is not. Please enjoy this breakdown of Vulcan Materials. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world's leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit⁠ octus.com⁠ to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Follow us on Twitter: @JoinColossus | @zbfuss | @ReustleMatt Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:03:15) First Question - Introduction to Vulcan Materials and the Construction Aggregates Market (00:07:35) Exploring the History & Evolution of Vulcan Materials (00:09:10) Geographical Distribution and Impact on the Quarry Market (00:12:31) The Role of Logistics and Transportation in the Aggregates Industry (00:17:42) The Impact of Vertical Integration and Technology on Vulcan's Operations (00:19:26) Analyzing the Volume and Pricing Trends in the Aggregates Industry (00:23:49) The Role of Technology in Enhancing Customer Experience and Operational Efficiency (00:29:31) Vulcan's Pricing Strategy (00:32:31) The Capital Intensive Nature of The Business (00:36:21) Optimizing Logistics Through M&A (00:43:09) Trends in Earnings Growth and Future Expectations Among Commercial Construction  (00:47:51) Understanding the Risks and Challenges In This Industry  (00:50:17) Key Lessons from Vulcan's Business Model Important Information: Information provided represents the views of a company of the Vontobel Group (“Vontobel”) and should not be considered investment advice and/or legal, tax, financial or other advice. Further, not a recommendation to purchase, hold or sell any investment and no representation is given that the securities discussed are suitable for any particular investor. Although Vontobel believes that the information provided in this document is based on reliable sources, it cannot assume responsibility for the quality, correctness, timeliness or completeness of the information contained in this document.  

This week's topics include:  RSI Conference and ExpoTariff Update   Rail traffic updateThe 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

Pete Hegseth's decision to scrap the Women, Peace and Security agenda from the Pentagon came as a surprise given that the Women, Peace and Security Act was signed by Donald Trump in his first mandate as President of the United States. However, this decision cannot be understood in a vacuum and is part of a wider movement targeting diversity, equity and inclusion practices in the US military and elsewhere. It is also significant that this decision came when Resolution 1325 on Women, Peace, and Security from the United Nations Security Council is celebrating its 25th anniversary and countries across Europe are boosting their defence budgets. But this doesn't mean that we are also seeing an increase in the attention and money being provided to WPS projects. Quite the opposite. And even though Resolution 1325 was successful in starting conversations on why we need to include gender perspectives in peace and security, the work is far from complete. To discuss the broader implications of Hegseth's decision, host Catarina Vila Nova sat down with Floor Keuleers, Senior Analyst for Gender and Conflict at the International Crisis Group. If you want to comment on this episode you can send us an e-mail: press@friendsofeurope.org

Donald Trump was confident he could end Russia's war in Ukraine in a matter of days or weeks. It's now been more than three months since Trump's reelection, and even a short-term ceasefire between Ukraine and Russia remains elusive.Why did Trump fail? And what can really force Russia to stop the war? To answer these and many other questions, Lawfare's Ukraine Fellow Anastasiia Lapatina spoke with prominent Ukrainian analyst Mykola Bielieskov, who is a Research Fellow at the National Institute for Strategic Studies and a Senior Analyst at the Come Back Alive Foundation.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

On Thursday, Coinbase announced its acquisition of Deribit in a $2.9 billion deal, the largest merger in the crypto industry to date. In this episode, Owen Lau, executive director and senior analyst at Oppenheimer, delves into why Deribit was such a coveted prize, what this deal means for the global derivatives landscape, and how Coinbase is using its position as a public company to cement its dominance. Plus: The importance of Coinbase paying mostly in stock and barely touching its cash How the derivatives market dwarfs spot trading, and is only getting bigger What this means for CME and smaller crypto exchanges And how Base, Coinbase's L2, fits into the long game Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! FalconX Bitkey: Use code UNCHAINED for 20% off Mantle Guest Owen Lau, Executive Director and Senior Analyst at Oppenheimer Timestamps:

Nina and Alexandra open this episode with a discussion of the first round of the much-awaited presidential election in Romania, in which the far-right candidate George Simion blew away the competition. They then talk about Russia's commemoration of Victory in Europe Day taking place on May 9th, including the various guests from our region who plan to attend. Finally, Alexandra provides updates on the student protests in Serbia and Nina closes with some positive news for press freedom in Estonia.For the main interview, Alexandra sits down with Adnan Ćerimagić, Senior Analyst for the Western Balkans at the European Stability Initiative (ESI), to discuss the latest secessionist crisis in Bosnia and Herzegovina. Adnan provides a detailed update of what has transpired in the country since February, when Bosnian Serb politician Milorad Dodik was convicted in the first-instance of defying the orders of Bosnia and Herzegovina's High Representative. He then shares potential future scenarios and explains why this could become a very dangerous situation for the country and for the rest of Europe.  "Negotiating Peace? Trump, Putin and the future of Ukraine" - Check out the latest issue of New Eastern Europe now online: http://bit.ly/4d8ncXbVisit us online at: www.talkeasterneurope.eu

On Thursday, Coinbase announced its acquisition of Deribit in a $2.9 billion deal, the largest merger in the crypto industry to date. In this episode, Owen Lau, executive director and senior analyst at Oppenheimer, delves into why Deribit was such a coveted prize, what this deal means for the global derivatives landscape, and how Coinbase is using its position as a public company to cement its dominance. Plus: The importance of Coinbase paying mostly in stock and barely touching its cash How the derivatives market dwarfs spot trading, and is only getting bigger What this means for CME and smaller crypto exchanges And how Base, Coinbase's L2, fits into the long game Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! FalconX Bitkey: Use code UNCHAINED for 20% off Mantle Guest Owen Lau, Executive Director and Senior Analyst at Oppenheimer Timestamps:

In this episode of the ChinaPower Podcast, Dr. Eric Labs and Dr. Matthew Funaiole join us to explore the widening gap in U.S.-China shipbuilding capabilities. They begin by examining the evolution in U.S.-China shipbuilding industrial capacity since World War II. Dr. Labs points out that while China's shipbuilding industrial capacity has grown substantially due to large-scale state subsidies and government support, the U.S. has steadily fallen behind in production capacity since the 1960s with the rise of Japan and South Korea shipbuilding industries and the end of construction differential subsidies in the early 1980s. Dr. Funaiole further emphasizes that this industrial capacity disparity is particularly concerning as many foreign companies from Europe, Japan, South Korea, and Taiwan are purchasing commercial ships from Chinese shipyards, which effectively offsets Chinese naval shipbuilding production costs and facilitates technological transfer. Both guests warn that this widening shipbuilding gap could impact U.S. warfighting and logistics capacity in a prolonged conflict. Dr. Labs concludes with four policy options for the U.S.to consider, including improving labor issues and enhancing workforce attrition within the shipbuilding industry, legislation changes to allow the U.S. to purchase warships from allies, designing smaller warships, and incorporating unmanned maritime platforms in the navy. Finally, Dr. Funaiole recommends a change in policy approach that combines national security and economic outcomes that specifically target Chinese shipyards that are dual use in nature, while ensuring sustained efforts in revamping the U.S. shipbuilding industry across future administrations. Dr. Eric Labs is the 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.  Dr. Labs has testified before Congress numerous times and published many reports under the auspices of the Congressional Budget Office as well as articles and papers in academic journals and conferences, including the U.S. Naval Institute's Proceedings, Sea Power magazine, the Naval War College Review, and Security Studies. He has given presentations to a variety of industry, government, and academic audiences. Dr. Matthew P. Funaiole is vice president of the iDeas Lab, Andreas C. Dracopoulos Chair in Innovation, and senior fellow in the China Power Project at the Center for Strategic and International Studies (CSIS). He specializes in using data-driven research to address complex policy issues, with a focus on Chinese foreign policy, dual-use technology, and maritime trade. In 2022, he launched the “Hidden Reach” initiative, which leverages open-source intelligence to uncover poorly understood sources of Chinese influence and examine how China advances its strategic interests through commercial and scientific ventures. From late 2015 through mid-2020, he was the principal researcher for the ChinaPower website. Prior to joining CSIS, Dr. Funaiole taught international relations and foreign policy analysis at the University of Saint Andrews in Scotland, where he also completed his doctoral research. 

On The Space Show for Wednesday, 7 May 2025: Tell him he's dreaming: Jared Isaacman's confirmation hearing — Part 2 vs the Trump Administration's NASA Fiscal Year 2026 Budget Request — Part 1We examine President Trump's nominee for NASA Administrator Jared Isaacman's promises to Congress, compared with the reality of the Trump Administration's recently announced NASA budget request.Space and Australia: Opportunities in the second Trump administrationAn exclusive interview with Dr Malcolm Davis, Senior Analyst, Australian Strategic Policy Institute, discussing his January 2025 article in The Strategist.Dr Davis discusses both civilian and military space activity in low-Earth orbit and cislunar space, and the need for Australia to develop sovereign capabilities, even advocating for an Australian astronaut on the Moon.You can read the article here: https://www.aspistrategist.org.au/space-and-australia-opportunities-in-the-second-trump-administration/

Cattle prices have hit a 2 year high, so what will that mean for the price of beef at the grocery store. And what’s going on with eggs!See omnystudio.com/listener for privacy information.

The race for Bitcoin supremacy just got more complicated. Twenty One Capital, backed by Tether, SoftBank, and Cantor Fitzgerald, plans to stack as much BTC as it possibly can.  But is this new venture really about Bitcoin … or about creating a hyper-volatile stock to play market cycles? This week on Unchained, Jeff Park of Bitwise and Mark Palmer of Benchmark join to discuss: Why SoftBank and Tether are a “perfect match”—and why they turned to Bitcoin How volatility, not bitcoin itself, might be the real asset investors are buying What Cantor's involvement says about Wall Street's readiness for crypto Why the launch timing matters Whether Twenty One could repeat MicroStrategy's mistakes Whether these new Bitcoin vehicles are better bets than spot bitcoin or ETFs Plus, is SoftBank getting into crypto a top signal?

In dieser Deloitte Future Talk Episode tauchen wir tief in ein Thema ein, das weltweit Wellen schlägt – im Tech-Sektor, in der Politik und in der Wirtschaft. Unser Gast, Antonia Hmaidi, Senior Analyst am Mercator Institut für Chinastudien in Berlin, teilt ihre Expertise über China und Technologie mit uns und gibt uns wertvolle Einblicke in die aktuelle Entwicklung von Deepseek, einem neuen KI-Tool aus China, das Anfang dieses Jahres grosse Aufmerksamkeit auf sich gezogen hat. Gemeinsam diskutieren wir: -      Was Deepseek so besonders macht und warum es als Schockmoment für westliche Tech-Länder gewertet wird. -      Die technologischen Hintergründe von Deepseek und seine Auswirkungen auf den globalen Technologie-Wettkampf. -      Die geopolitische Dimension des Tech-Wettlaufs. -      Welche Chancen Europa bei der KI-Entwicklung hat und warum Antonia für Europa optimistisch ist. Hör rein und erfahre, warum Deepseek ein Thema ist, das uns alle betrifft – für ein besseres Verständnis der globalen Technologietrends und ihrer geopolitischen Auswirkungen. LINKS Mercator Institute for China Studies (MERICS) China Tech Observatory | Merics Antonia Hmaidi | Merics Antonia Hmaidi | LinkedIn China's long view on quantum tech has the US and EU playing catch-up | Merics  Neben Apple Podcast kannst du unseren Podcast auch bei Spotify, SoundCloud, Google und anderen Podcast Apps hören. Über Dein Feedback und Deine Anregungen zu dieser Episode freuen wir uns sehr. Besuche uns auf unseren Websites Deloitte Schweiz und Deloitte Deutschland Oder schreibe uns auf LinkedIn: LinkedIn Alexander Börsch LinkedIn Michael Grampp

The race for Bitcoin supremacy just got more complicated. Twenty One Capital, backed by Tether, SoftBank, and Cantor Fitzgerald, plans to stack as much BTC as it possibly can.  But is this new venture really about Bitcoin … or about creating a hyper-volatile stock to play market cycles? This week on Unchained, Jeff Park of Bitwise and Mark Palmer of Benchmark join to discuss: Why SoftBank and Tether are a “perfect match”—and why they turned to Bitcoin How volatility, not bitcoin itself, might be the real asset investors are buying What Cantor's involvement says about Wall Street's readiness for crypto Why the launch timing matters Whether Twenty One could repeat MicroStrategy's mistakes Whether these new Bitcoin vehicles are better bets than spot bitcoin or ETFs Plus, is SoftBank getting into crypto a top signal?

This week's topics include:  Tariff Update • ARCI results • Rail traffic updateThe 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

In August 2024, King Mohammed VI pardoned over 4800 Cannabis farmers in Morocco. This came as part of the country's wider legalization efforts to tap into the economic potential of the booming global cannabis market. Morocco is one of the world's leading cannabis producers, and in 2021 it approved a bill regulating cannabis cultivation for medical, pharmaceutical and industrial purposes. According to the Global Organized Crime Index, this step towards better regulation has contributed to Morocco's increased resilience score for National Policies and Laws from 6.0 to 6.5. However, the vast majority of Morocco's territorial areas of cultivation remain in the hands of the illicit economy. With a score of 9 out of 10, Morocco currently sits at the top of the OC Index for Cannabis Trade.Presenter: Thin Lei WinSpeaker(s): Raouf Farrah, Senior Analyst, Global Initiative against Transnational Organized CrimeLinksWebinar - Morocco's regularization of cannabis production: Anticipated impacts on the illicit cannabis economy Morocco Country ProfileThe Global Organized Crime IndexGlobal Initiative Against Transnational Organized Crime

The interview between Tucker Carlson and Conor McGregor has amassed over a million views on YouTube since it was broadcast on Friday evening. We speak to Ciarán O'Connor, a Senior Analyst at the Institute for Strategic Dialogue, whose work specialises in tracking and monitoring disinformation and extremism.

 In this episode of FTR's Rail and Intermodal Update, host Joseph Towers unpacks the whirlwind developments in U.S. trade policy, focusing on the evolving tariff landscape and its far-reaching implications for inflation, imports, and international relations—especially with China. The Rail Market Update is hosted by FTR's Senior Analyst, Rail, Joseph Tower.  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 showSupport the show

What impact will cuts to foreign aid have on security in Southeast Asia and the Pacific? Why is international development essential to Australia's diplomacy and security outlook? Do the recent Trump tariffs and withdrawal of aid demand a more active role for Australia and other middle powers? In this episode Melissa Conley Tyler and Mira Sulistiyanto join David Andrews to unpack the current state of foreign aid and international development, with a focus on cuts to USAID, its implications, and Australia's role as aid partner for the region. Melissa Conley Tyler FAIIA is Executive Director of the Asia-Pacific Development, Diplomacy & Defence Dialogue. Mira Sulistiyanto is an international development expert currently working at the Development Intelligence Lab as Senior Analyst. David Andrews is Senior Manager, Policy & Engagement at the ANU National Security College (NSC). TRANSCRIPTShow notes NSC academic programs – find out more. Development disruption: What does it mean for Australia? RAMSI Australia stands firm behind its foreign aid in the budget, but the future remains precarious Pulse Check x US Aid Disruptions In brief: 2025 Australian Federal Budget Balancing Act: 25 years of Australian international budgets We'd love to hear from you! Send in your questions, comments, and suggestions to NatSecPod@anu.edu.au.You can contact us on X (formerly Twitter) and Bluesky, and be sure to subscribe so you don't miss out on future episodes. Hosted on Acast. See acast.com/privacy for more information.

We talk with Sabih Behzad of Deutsche Bank about how the bank is using blockchain technology and what's ahead for digital transformation of the broader banking industry. Speakers: Sabih Behzad, Head of Digital Assets and Currencies Transformation, Deutsche Bank; Cristiano Ventricelli, VP - Senior Analyst, Moody's Ratings Host: Danielle Reed, VP - Senior Research Writer, Moody's Ratings  Related Research:Digital Economy – Cross Region: Tokenization could boost liquidity for alternative assetsDigital Economy – Cross Region: Digital custodians gain traction, despite risks 

The gold market is a common topic, but is it that easy to invest in it? How is the price of gold derived? Where can one go to get access to gold investment products? In this episode we explore all of that and more. Brett Manning, Senior Analyst at Briefing.com joins Cassidy Clement to discuss.

David Elstone is a highlyrespected professional forester and industry expert with over 25 years ofexperience in the forest sector.  His extensive expertise spansmarket analysis, policy advocacy, and strategic consulting, making him atrusted voice in the industry. Professional Experience: David most recently served asthe Executive Director of the Truck Loggers Association (TLA), where he playeda pivotal role in advocating for British Columbia's forest industry's supplychain.  During his tenure, he workedclosely with industry stakeholders, policymakers, and business leaders toaddress critical challenges facing the sector. Prior to his leadership atthe TLA, David spent a decade as a Senior Analyst with ERA Forest ProductsResearch. In this role, he provided in-depth analysis of global forest productsmarkets, advising institutional investors and government agencies on markettrends, supply chain dynamics, and investment strategies. Leveraging his deep knowledgeof the forest products sector, David is committed to developing practicalsolutions to the real-world challenges facing the industry. Education &Credentials:   Spar Tree Group –Strategic Advisory & Consulting: As the founder of SparTree Group, David provides expert analysis, advocacy, and strategicadvisory services to organizations across the forest sector.  His firm supports decision-making for a widerange of stakeholders, including:   Through Spar Tree Group,David continues to drive industry innovation, foster collaboration, and provideactionable insights to support the long-term sustainability and success of theforest sector. 

If you're looking to gain an understanding of how the steel industry is transforming, then this episode of "Freight Up" is for you. Hello, we're Jess and Davide, and we welcome you back to another insightful episode of Freight Up – your go-to podcast for the latest in freight and commodity markets from Freight Investor Services or as some of us know us, FIS. In our latest episode, we're diving into the dynamic world of electric arc furnaces (EAFs) and their impact on the US steel market. As we're joined by Ali Oktay, a Senior Analyst at S&P Global Commodity Insights, alongside our other expert guests, we'll be dissecting how the shift to EAFs is adding new steel capacity in the US and reshaping the market landscape. EAFs have been pivotal in transitioning the US steel market, adding about 20 million tons of EAF sheet melting capacity since 2017, and they offer several economic and operational benefits, including quicker production adjustments and potential lower production costs. This episode is set to provide you with deep insights into how these developments are pushing pricing ceilings and influencing future trends across global markets.One key takeaway beyond the innovation of EAFs is how global market trends and trade policies are influencing demand and supply within the US steel market. Ali discusses how recurring themes, such as trade policy, play fundamental roles in reshaping competitive contexts for US steel. This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy

The government and opposition are clashing again—this time over delimitation. With the process set to begin after the 2026 census, southern states, led by Tamil Nadu CM MK Stalin, are pushing back against population-based delimitation. Stalin is calling for a 25-year freeze while demanding a "fair" approach—but what's fair for the South may not be for the North. Tune in as Ishaan Gera discusses the complexities of this debate with Ajit Phadnis, Associate Professor at IIM Indore, and Paras Jasrai, Senior Analyst at India Ratings & Research.

This week, we have several topics to cover. We'll start with weekly rail traffic, then move on to tariffs, and finally wrap up with some recent announcements from the Surface Transportation Board.The Rail Market Update is hosted by FTR's Senior Analyst, Rail, Joseph Tower.  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

In this episode of The Horn, Alan is joined by Omar Mahmood, Crisis Group's Senior Analyst for Somalia and the Horn of Africa to discuss Somalia's uncertain new global context with the dawn of a new Trump administration. They first unpack the recent Ankara declaration between Somalia and Ethiopia and the failure to find funding for the new African Union mission in Somalia. They then explore what the Trump administration might do on Somalia, the potential for a major rupture in Washington's support for Somalia's federal government, and what this could mean for European, Turkish and Arab support for Somalia's government. They also assess new offensives from Al-Shabaab and how the group is trying to posture itself amid all these shifts. For more, check out the last episodes of The Horn on Somalia What to Expect from the New AU Mission in Somalia and Somalia amid a Swirl of Regional Tensions as well as our Somalia country page. Hosted on Acast. See acast.com/privacy for more information.

Credit conditions are holding steady across most banking systems globally despite the potential for trade disputes to weaken GDP and business investment, hurting borrower health and profitability.  Host: Danielle Reed, VP - Senior Research Writer, Moody's Ratings  Guests: Effie Tsotsani, VP - Senior Analyst, Moody's Ratings; David Tao, AVP - Analyst, Moody's Ratings; C.J. Wong, AVP - Analyst, Moody's Ratings 

In this episode, Senior Analyst, Finbarr sits down with Dag Peak, Chief Products and Technology Officer at Alianza, to explore the transformative potential of AI in the telecommunications industry. Dag shares his vision for leveraging AI beyond mere network efficiencies, emphasising the importance of delivering enhanced communication services. The discussion delves into practical applications such as real-time language translation and AI-driven copilots for various professions, highlighting how these innovations can revolutionise the way we connect and communicate. Tune in to discover how Alianza is spearheading a renaissance in voice services and what the future holds for telecom providers.

J. Michael Waller, Senior Analyst for Strategy at the Center for Security Policy, is no desk pilot. He has been on the ground in some of the most intense situations the US was ever involved in, both officially and unofficially, from supporting the contras in Nicaragua to aiding the mujahideen during the Soviet invasion of Afghanistan. He watched the USSR collapse from the grounds of the Kremlin itself. And he saw for himself the good work that USAID once accomplished as a tool to spread the ideals of liberty and democracy abroad. But once the Cold War ended, the agency quickly devolved into a slush fund for Beltway ideological factions to promote their own agendas instead of the nation's. Now, with the second Trump administration taking a figurative chainsaw to fiscally irresponsible projects, Waller details his dealings with the project and why this austerity policy is necessary to refocus USAID, and the government as a whole, on its proper policy targets.

In this episode of the Identity at the Center Podcast, Jeff and Jim discuss the upcoming European Identity and Cloud Conference (EIC) with Warwick Ashford, Senior Analyst at KuppingerCole Analysts. Warwick outlines the differences between digital identity and identity and access management (IAM), emphasizing the importance of managing non-human identities in today's digital world. The episode covers key themes for this year's EIC, including AI's role in cybersecurity, decentralized identity, identity ecosystems, and inclusivity. Warwick also highlights the extensive agenda comprising over 200 presentations, multiple workshops, and notable speakers from global standards bodies and cybersecurity experts. Tips for first-time attendees and the exciting social events, such as the Spree River cruises, are also discussed. Both in-person and virtual attendance options are available, ensuring no one misses out on the valuable insights and networking opportunities.Chapters00:00 Understanding Digital Identity vs. Identity and Access Management01:55 Welcome to the Identity at the Center Podcast02:03 Celebrating Milestones and Consistency03:54 Conference Discount Codes and Announcements07:13 Introducing Our Guest: Warwick Ashford07:33 Warwick's Journey into Cybersecurity and Identity11:59 The Importance of Managed Services in Cybersecurity13:34 Previewing the European Identity and Cloud Conference (EIC)16:03 Who Should Attend EIC and Why19:03 Main Themes and Tracks at EIC 202326:14 The Future of Identity Ecosystems31:59 Digital Credential Services Workshop32:22 Focus on Identity Fabrics32:52 Keynote Sessions and Presentations33:15 Involvement of Various Organizations33:56 Award Winners and Their Contributions35:34 Virtual Ticket Option and Its Benefits37:41 After Hours Events and Networking40:17 EIC Awards and Finalists42:06 Notable Speakers and Topics44:46 Tips for First Timers49:51 AI in Cybersecurity51:41 Digital Identity vs. Identity and Access Management57:07 Identity's Role in Cybersecurity01:00:13 Conclusion and Wrap-UpConnect with Warwick: https://www.linkedin.com/in/warwickashford/Conference Discounts!Gartner IAM Summit - Code IDAC425 saves 425€: https://www.gartner.com/en/conferences/emea/identity-access-management-ukEuropean Identity and Cloud Conference 2025 - Use code idac25mko for 25% off: https://www.kuppingercole.com/events/eic2025?ref=partneridacIdentiverse 2025 - Use code IDV25-IDAC25 for 25% off: https://identiverse.com/Connect with us on LinkedIn:Jim McDonald: https://www.linkedin.com/in/jimmcdonaldpmp/Jeff Steadman: https://www.linkedin.com/in/jeffsteadman/Visit the show on the web at http://idacpodcast.comKeywordsIdentity, Cybersecurity, EIC, Managed Services, Decentralized Identity, Networking, Conferences, Identity Ecosystems, Workshops, Keynotes, EIC, digital identity, cybersecurity, virtual ticket, networking, awards, keynote speakers, AI, IAM, conference tips

Ciaran O'Connor, Senior Analyst at the Institute of Strategic Dialogue; Charlie McConalogue, Minister of State at the Department of Tourism, Culture, Arts, Gaeltacht, Sport & Media; Lynn Boylan, Sinn Féin MEP for Dublin; Peadar Tóibín, Aontú leader and TD for Meath West

The widening rift between the United States and Europe will have an effect on the EUs relationship with China. How does Beijing see the EU in the first months of the second Trump administration? Is there an appetite for closer engagement? And what does this mean for Europe? Johannes Heller-John talks to Grzegorz Stec, Head of our Brussels Office and Senior Analyst at MERICS to get a better understanding for China's view of the EU during the second Trump administration. More information:MERICS Europe China 360° issue 1/2025The Europe-China Resilience Audit: Insights for advancing European resilienceThis podcast is part of the project “Dealing with a Resurgent China” (DWARC) which has received funding from the European Union's Horizon Europe research and innovation programme under grant agreement number 101061700.Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union. Neither the European Union nor the granting authority can be held responsible for them.

In Episode 3 of Season 6, Change Africa Podcast hosts Isaac Aboah and Daniel Merki sit down with Maudo Jallow, a geopolitical strategist advising governments in the Middle East and Africa on strategy, public policy, and geopolitics. Jallow unpacks the intricate dance of global power, from GCC(Gulf Cooperation Council (GCC) influence in Africa to the continent's untapped leverage in a multipolar world. The conversation tackles how African leaders can navigate partnerships with emerging players like the UAE, sidestep colonial hangovers, and build a pragmatic future rooted in competence and self-interest. They explore the dynamics of international partnerships, the role of independent organizations, and the challenges African leaders face in negotiating beneficial agreements. The conversation also touches on the historical influence of colonial powers and the current efforts of the US to regain influence in Africa amidst rising competition from China and the UAE. This conversation explores the shifting dynamics of global influence, particularly focusing on the roles of the UK and US in Africa, the fragility of international law, sustainable development challenges, and the importance of attracting talent for governance. Maudo urges African leaders to wield data-driven leverage in negotiations, tap diaspora talent, and prioritize GDP per capita as a development yardstick—offering a playbook for a continent ready to rewrite its story.Chapters00:00 Introduction to Change Africa Podcast01:01 Geopolitical Landscape in the GCC Region06:44 Africa as a Geopolitical Playground11:26 The Role of Independent Organizations19:09 Navigating Colonial Legacies in Africa30:20 US Influence and Relationships in Africa30:48 The Shifting Global Influence of the UK and US35:49 The Role of International Law and the UN39:50 Sustainable Development and Resource Management in Africa44:21 UK's Economic Role in Africa: Debt Relief and Cultural Influence47:17 Future Development Outcomes for Africa50:32 Pragmatic Approaches to Foreign Investment in Africa54:37 Attracting Talent for Governance in Africa58:26 Personal Aspirations and Future DirectionsGuest ProfileMaudo Jallow is an experienced geopolitical strategist and advisor, with 7 years of experience in advising governments in the Middle East and Africa on strategy, public policy, and geopolitics. Previously, he worked for the Boston Consulting Group (BCG) as a Senior Analyst in the Global Advantage Practice Area, providing expert advice and insights on how MEA nations can attract strategic foreign investment in key sectors. Maudo holds a Bachelor's degree in International Business with French from the European Business School in London and a Master's degree in African Development from the London School of Economics and Political Science (LSE), where he also served as a Visiting Fellow at the Firoz Lalji Institute for Africa. This podcast is a production of Nexa Media.Do you have a question for our hosts? Email us at hello@changeafricapodcast.comFollow the podcast on Twitter, Facebook, Instagram, and LinkedIn. Hosted on Acast. See acast.com/privacy for more information.

An Apache Tomcat vulnerability is under active exploitation. CISA rehires workers ousted by DOGE. Lawmakers look to protect rural water systems from cyber threats. Western Alliance Bank notifies 22,000 individuals of a data breach. A new cyberattack method called BitM allows hackers to bypass multi-factor authentication.  A Chinese cyberespionage group targets Central European diplomats. A new cyberattack uses ChatGPT infrastructure to target the financial sector and U.S. government agencies. Australia sues a major securities firm over inadequate protection of customer data. Our Threat Vector segment examines how unifying security capabilities strengthens cyber resilience. Cybercriminals say, “Get me Edward Snowden on the line!” Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. Threat Vector Segment Security platformization is transforming the way organizations defend against cyber threats. In this episode of Threat Vector, host David Moulton speaks with Carlos Rivera, Senior Analyst at Forrester, about how unifying security capabilities strengthens cyber resilience. To listen to the full discussion, please check out the episode here or on your favorite podcast app, and tune in to new episodes of Threat Vector by Palo Alto Networks every Thursday.  Selected Reading Critical Apache Tomcat RCE Vulnerability Exploited in Just 30hrs of Public Exploit (Cyber Security News) CISA Rehires Fired Employees, Immediately Puts Them on Leave (GovInfo Security) Western Alliance Bank Discloses Data Breach Linked to Cleo Hack (SecurityWeek) New BitM Attack Lets Hackers Steal User Sessions Within Seconds (Cyber Security News) US Lawmakers Reintroduce Bill to Boost Rural Water Cybersecurity  (SecurityWeek) Chinese Hackers Target European Diplomats with Malware (GovInfo Security) Hackers Exploit ChatGPT with CVE-2024-27564, 10,000+ Attacks in a Week (Hackread) Australia Sues FIIG Investment Firm in Cyber 'Wake-Up Call' (GovInfo Security) Extortion crew threatened to inform Edward Snowden (?!) if victim didn't pay up (The Register) Share your feedback. We want to ensure that you are getting the most out of the podcast. Please take a few minutes to share your thoughts with us by completing our brief listener survey as we continually work to improve the show.  Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Topical Tuesday episode, I spoke with our very own Bobby Hosmer who is a Senior Analyst at Asym Capital. Bobby is heavily involved in the acquisitions process at Asym Capital.  Be sure to tune in if you're interested in learning about: Bobby's background, including how he got into real estate and ultimately found his way to Asym Capital How we developed the underwriting and acquisitions pipeline process at Asym Capital Why standing pipeline meetings are essential for deal flow consistency The role of trade tracking in understanding market trends and cap rates How data collection helps improve underwriting accuracy The importance of staying connected and adaptable in evolving market conditions To your success, Tyler Lyons Resources mentioned in the episode: Bobby Hosmer LinkedIn Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

Haviv Rettig Gur, Journalist and Senior Analyst at The Times of Israel

Rosa Laura López es una emprendedora y creadora de contenido con una gran trayectoria en operaciones y desarrollo de mercado. Es actuaria por la Universidad Anáhuac y cuenta con un MBA de Columbia Business School.Su carrera inició en el sector financiero como Valuation Services Associate en PwC y, posteriormente, como Senior Analyst en Angel Ventures, donde analizaba y evaluaba oportunidades de inversión, participando en el comité de inversión y en el proceso de revisión de empresas del portafolio. Más tarde, se unió a Parrable como Head of International Accounts - Business Development, donde lideró la expansión de la empresa en mercados clave. Su capacidad para escalar operaciones la llevó a un nuevo reto en Uber, donde asumió el rol de Senior Regional Operations Manager, optimizando estrategias operativas y de crecimiento en la región.En 2019, decidió emprender y cofundó Soulfoods, una empresa con el objetivo de hacer rentable el negocio de la comida a domicilio. Actualmente, es Country Manager de Pickup Coffee México, una empresa enfocada en entregar bebidas premium a precios accesibles, consolidando así su experiencia en el sector de retail y consumo.Además, es Co-Host de Chisme Corporativo, un podcast donde desglosan las historias y el modelo de negocio de las empresas más relevantes del mundo.Rosa Laura es mamá, esposa, creadora de contenido y una mujer que nos enseña que, con visión, pasión y trabajo en equipo, se logran cosas grandes.

The latest episode of FTR's Rail and Intermodal Update, hosted by Joseph Towers, recaps insights from the Rail Equipment Finance Conference and discusses ongoing uncertainties in the industry. A key takeaway from the event was the widespread hesitancy among industry players—shippers, OEMs, lessors, and component providers—due to shifting tariff policies. Recent tariff developments include the implementation of 25% tariffs on Canadian and Mexican goods and an additional 10% on Chinese imports, followed by a carve-out for automotive imports from Canada and Mexico and a temporary pause on Mexican and Canadian tariffs under USMCA. Additionally, an unexpected announcement of reciprocal tariffs starting April 2nd adds further uncertainty. Beyond trade policy, rail traffic showed a rebound after weather-related disruptions, with total volumes up 4.8% y/y. Carloads increased by 2.6%, with notable growth in grain (+5.8%), coal (+4.9%), and motor vehicles (+4.5%), though forest products (-2.9%) and nonmetallic minerals (-0.4%) declined. Intermodal traffic grew 6.8% y/y, reversing a three-week decline, though Canadian intermodal volumes remained negative (-6.0%).The Rail Market Update is hosted by FTR's Senior Analyst, Rail, Joseph Tower.  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

Three West African countries - Mali, Niger, and Burkina Faso - have finalized their exit from the Economic Community of West African States (ECOWAS). Another thing they have in common? All three countries are under junta rule after military coups that took place in recent years. They have since formed their own union - the Alliance of Sahel States (AES).   Why have these three countries exited ECOWAS, and is this a crisis point for the regional bloc? Catherine Nzuki is joined by Beverly Ochieng, Senior Analyst for Francophone Africa at Control Risks, and a Senior Associate with the CSIS Africa Program, to unpack these questions and more.   They discuss the state of politics and security in Mali, Niger, and Burkina Faso (1:30); why the leaders of these military juntas are popular at home and across Africa (4:40); what drove the decision to exit ECOWAS and what this means for unity in the region (7:37); how the AES is using arts, culture, and media to self-legitimize; (20:00); how the pan-African, decolonial rhetoric of the leaders of AES is translating into their governance choices (24:11); if the AES confederation is strong enough to weather rough international winds on their own (28:49); the state of Africa's legacy institutions today and how responsive they are to shifting regional politics and the collapsing post-WWII order (37:15).

As one of his first actions in office, U.S. president Donald Trump ordered a 90-day freeze on foreign assistance pending review for alignment with U.S. foreign policy goals. Subsequent moves by the administration, including the aggressive downsizing and de facto elimination of the U.S. Agency for International Development have roiled Washington and resulted in far-reaching implications. Within the Western Hemisphere, the Andean region, particularly Colombia, stands to be one of the areas most impacted by these funding freezes. In this episode, Ryan C. Berg sits down with Elizabeth Dickinson, Senior Analyst for the Andes at Crisis Group. Together, they discuss how the cutoff of U.S. assistance is impacting security and counter-narcotics efforts in Colombia. They also explore the openings that the end of U.S. assistance creates for other powers to enter the security assistance space, particularly the European Union and China.

In this episode, Dinesh discusses the full ramifications of the Trump-Zelensky meeting and argues that Trump actually hasthe best formula for saving Ukraine. J. Michael Waller, author and Senior Analyst at the Center for Security Policy, joins Dinesh to talk about the role of U.S. intelligence agencies in the Ukraine war and also in this country.See omnystudio.com/listener for privacy information.

Dr. J. Michael Waller, Senior Analyst for Strategy at the Center for Security Policy, joins the program to discuss how the CIA and the FBI operate in the shadows to manipulate elections, silence dissent, and expand their power beyond accountability. We discuss his new book “From Big Intel: How the CIA and FBI Went from Cold War Heroes to Deep State Villains” which exposes the secret alliances, intelligence overreach, and the evolution of America's security agencies into Deep State enforcers. You can learn more about Dr. Waller at https://centerforsecuritypolicy.org/

In this episode, Matt Wolf, Senior Analyst at RSM discusses how supply chains have become nine times more complicated over the past 15 years, the impact of labor shortages, and the growing role of AI in managing business operations. Click here to learn more from RSM’s ‘The Real Economy Blog’

In this episode, Matt Wolf, Senior Analyst at RSM discusses how supply chains have become nine times more complicated over the past 15 years, the impact of labor shortages, and the growing role of AI in managing business operations. Click here to learn more from RSM’s ‘The Real Economy Blog’

On today's special edition podcast, we talk about how brands are rising to the challenge of finding the right influencers and creators for campaigns. Listen to the discussion with Senior Analyst, Minda Smiley, as she hosts N'Yaisha Aziz, Global Social Media Lead at Uber, and Rodney Mason, the Head of Marketing and Brand Partnerships at LTK. Listen everywhere and watch on YouTube and Spotify.   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-special-edition-finding-influencers-measuring-impact-ai-era   © 2025 EMARKETER   Zeta's AI-powered marketing platform unifies Identity, intelligence, and omnichannel activation in a single platform powered by one of the industry's largest proprietary databases and advanced artificial intelligence. With Zeta you can create personalized customer experiences at scale and drive measurable results at a lower cost. Learn more at zetaglobal.com.  

Wildfires swept through parts of southern California last month, causing indescribable human suffering and property destruction. The rising frequency and magnitude of these events, along with the unintended consequences of some well-intentioned regulations, are also placing unique pressure on the insurance market. In this episode, we talk with Matt Palazola, Senior Analyst for Property and Casualty Insurance with Bloomberg Intelligence, about the size of the wildfires' insured losses, the risk of financial contagion, and how the insurance industry could change moving forward.

In this Rail Market Update: Get the latest on weekly rail traffic, with a focus on intermodal activity. This week's topics include: Rail Equipment Finance ConferenceTariff UpdateWeekly Rail TrafficFreight RAILCAR Act of 2025 The Rail Market Update is hosted by FTR's Senior Analyst, Rail, Joseph Tower.  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

In this episode, host Scott W. Luton dives into the evolving state of the freight industry with an expert panel featuring Lee Klaskow, Senior Analyst for Transportation & Logistics at Bloomberg Intelligence and host of Talking Transport, and Brian Oxley, Co-Founder and Managing Director of Vector Global Logistics. Together, they discuss the biggest trends, challenges, and opportunities shaping global freight in 2025.This insightful conversation covers the rise of the zero-click environment in logistics, the transformative impact of automation at ports, and the shifting dynamics in air, ocean, rail, and truckload freight. From freight theft and geopolitical disruptions to the potential of nimbleness as the key to success, the panel shares data-driven perspectives and actionable takeaways to help supply chain leaders navigate the road ahead.Jump into the conversation:(00:00) Intro(06:24) Lee's insights on Bloomberg Intelligence and the freight market(09:30) Freight theft and geopolitical disruptions in 2024(11:09) Key takeaways from the state of freight in 2024(15:38) The impact of automation on port operations and labor dynamics(19:03) Air freight trends: E-commerce drivers and China's role(22:24) Ocean freight challenges and the Red Sea's impact on capacity(27:06) Railroads and the potential of north-south connectivity(29:33) Freight volumes and pricing trends across modes(32:34) Truckload and LTL trends: Recovery signs and spot market dynamics(36:47) Nimbleness as the key to supply chain success in 2025Additional Links & Resources:Connect with Lee Klaskow: https://www.linkedin.com/in/leeklaskow/Connect with Brian Oxley: https://www.linkedin.com/in/brian-oxley-98319a/Learn more about Bloomberg Intelligence: https://www.bloomberg.com/professional/products/bloomberg-terminal/research/bloomberg-intelligence/#overviewLearn more about Vector Global Logistics: https://vectorgl.com/Learn more about Supply Chain Now: https://supplychainnow.comWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-nowSubscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/joinWork with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkWEBINAR- The Rise of the Decision Makers: https://bit.ly/42z5GYUWEBINAR- AI Insights for Smarter Shipping Strategies: https://bit.ly/40wwSWDWEBINAR- Embracing Agility for better TMS ROI: https://bit.ly/40CrwIaThis episode is hosted by Scott Luton and produced by Amanda Luton and Trisha Cordes. For additional information, please visit our dedicated show page at:

From online banking to mobile payments, nearly every aspect of our financial lives relies on digital systems. This reliance has brought incredible convenience, but it also means that any disruption — whether due to cyberattacks, system failures, or operational incidents— can have severe consequences.    The Digital Operational Resilience Act (DORA) provides the framework to ensure that financial entities have robust measures to withstand and recover from disruptions. By addressing vulnerabilities in this highly digitized ecosystem, DORA not only protects financial institutions but also safeguards the stability and well-being of the European society as a whole. Madelein van der Hout, Senior Analyst at Forrester, joins Business Security Weekly to discuss why DORA is important, how prepared financial institutions are, the consequences of failing to comply, and the impact these regulations will have outside of the EU, including fines up to 2% of global annual turnover or €10 million—whichever is higher. In the leadership and communications segment, Cybersecurity Responsibilities Across the C-Suite: A Breakdown for Every Executive, Humble Leaders Inspire Others to Step Up, Effective Communication in the Workplace, and more! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-381