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In today's podcast episode, we explore the blurring of social media and streaming, focusing on how content from social media platforms like TikTok and Instagram is increasingly being consumed in the living room. We also discuss the significance of YouTube and whether streamers should be concerned about the rise of social media platforms. Join the conversation with Director of Reports Editing and host, Rahul Chadha, Vice President of Content, Paul Verna, and Senior Analyst, Minda Smiley. Listen everywhere you find podcasts 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-tiktok-instagram-s-push-living-rooms-behind-numbers © 2025 EMARKETER Quad is a global marketing experience company that gives brands a frictionless way to go to market using an array of innovative, data-driven offerings. With a platform built for integrated execution, Quad helps clients maximize marketing effectiveness across all channels. It ranks among Ad Age's 25 largest agency companies. For more information, visit quad.com.
Can science really help us live longer – and is that something investors should care about? In this episode of Let's Talk Future, host Jane Ross is joined by Jay Olson, Managing Director and Senior Analyst at Oppenheimer, to break down the emerging world of longevity – where cutting-edge research is targeting the biological causes of aging. Jay explains how this space could follow a similar path to the obesity drug market, which saw rapid growth after the release of breakthrough treatments. From metabolic health and inflammation to personalized approaches and repurposed drugs, this episode explores the science, the companies, and the potential behind one of healthcare's most exciting frontiers. Whether you're curious about what's next in health innovation or looking for early investment ideas, this conversation makes a complex topic accessible and insightful. Episode Disclosures: 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 Exchanges and Member SIPC. 8171626.1
Taiwan’s annual war games simulating a real Chinese invasion are bigger than ever. As China continues to ramp up military pressure on the island, what does it feel like to live in a place rehearsing for invasion? In this episode: William Yang (@WilliamYang120), Senior Analyst, International Crisis Group Episode credits: This episode was produced by Tamara Khandaker, Noor Wazwaz, and Amy Walters with Phillip Lanos, Spencer Cline, Kisaa Zehra, Marya Khan, and our guest host, Manuel Rapalo. It was edited by Sarí el-Khalili. Our sound designer is Alex Roldan. Joe Plourde mixed this episode. Our video editors are Hisham Abu Salah and Mohannad al-Melhem. Alexandra Locke is The Take’s executive producer. Ney Alvarez is Al Jazeera’s head of audio. Connect with us: @AJEPodcasts on Instagram, X, Facebook, Threads and YouTube
This week, Kelly talks with International Crisis Group Analyst Elizabeth Dickinson about the surge in cartel-driven violence in Colombia and how USAID cuts have impacted the country. Elizabeth discusses how criminal groups have filled the vacuum left by FARC's demobilization in 2016, leading to the highest coca cultivation levels in Colombia's history and a surge in political instability that is testing the country's democratic institutions. Elizabeth Dickinson has been Crisis Group's Senior Analyst for Colombia since 2019, based in Bogotá. Her work centers around armed conflict dynamics in the country, organised crime, military strategy, and the implementation of the 2016 peace accord between the Colombian government and militant guerrillas. She leads ongoing work around defence strategy reform and regional drug trafficking. Prior to joining International Crisis Group, Elizabeth worked for a decade as a journalist, including roles at Foreign Policy magazine, The National and The Economist. The opinions expressed in this conversation are strictly those of the participants and do not represent the views of Georgetown University or any government entity. Produced by Theo Malhotra and Freddie Mallinson. Recorded on July 9, 2025. Diplomatic Immunity, a podcast from the Institute for the Study of Diplomacy at Georgetown University, brings you frank and candid conversations with experts on the issues facing diplomats and national security decision-makers around the world. Funding support from the Carnegie Corporation of New York. For more, visit our website, and follow us on Linkedin, Twitter @GUDiplomacy, and Instagram @isd.georgetown
Maggie Nilz, Senior Analyst of Preparedness at ASTHO, explains how states can help support public health preparedness workforce resilience and capacity; Carolyn Mullen, Senior Vice President for Government Affairs and Public Relations at ASTHO, shares what Congress has been busy with in this week's View from Washington, D.C. report; a new ASTHO resource helps prevent adverse childhood experiences by providing various economic support program options; and Dr. Anne Zink, ASTHO Past President, was named co-leader of a new population health data initiative at the Yale School of Public Health. ASTHO Health Policy Update: States Stay Prepared by Supporting the Public Health Workforce ASTHO Legislative Alert: One Big Beautiful Bill Law Summary ASTHO Web Page: Prioritizing Economic Support Policies to Prevent ACEs and Promote Public Health Yale School of Public Health unveils PopHIVE
In the July 10 episode of FTR's Rail and Intermodal Update podcast with Joseph Towers:
Transferring credit risk via these mostly fully collateralized transactions moderately reduces capital needs, though the deals are opaque and there is some concentration risk. Speakers: Farooq Khan, VP-Senior Analyst, Moody's Ratings; Warren Kornfeld, Senior Vice President, Moody's RatingsHost: Danielle Reed, VP-Senior Research Writer, Moody's Ratings Related Research: Banks – United States of America: Credit risk transfer use should remain modest, but investor concentration is high 6 May 2025Banks – Europe: SRTs to support bank capital despite concentration and regulatory scrutiny 6 May 2025
Watch Call me Back on YouTube: youtube.com/@CallMeBackPodcastCheck out Ark Media's other podcasts: For Heaven's Sake: lnk.to/rfGlrA‘What's Your Number?': lnk.to/rbGlvMFor sponsorship inquiries, please contact: callmeback@arkmedia.orgTo contact us, sign up for updates, and access transcripts, visit: arkmedia.org/Ark Media on Instagram: instagram.com/arkmediaorgDan on X: x.com/dansenorDan on Instagram: instagram.com/dansenorTo order Dan Senor & Saul Singer's book, The Genius of Israel: tinyurl.com/bdeyjsdnToday's Episode: On Monday, President Trump and Prime Minister Netanyahu conducted their highly-anticipated meeting at the White House, where they engaged in a press conference from the White House State Dining room. Prime Minister Netanyahu told the press that Israel and the U.S. were communicating with several countries willing to take in Palestinians who want to leave the Gaza strip, suggesting that Gazans would not be forcibly removed from the strip, but rather given the option to relocate if they so choose.President Trump disclosed that the U.S. was engaging in direct talks with Iran, with US Special Envoy Steve Witkoff saying a meeting with the Iranians would take place within a week. Notably, there was no big announcement on the hostage-ceasefire front, which many people were anxiously awaiting after more than a week of Trump expressing optimism regarding a deal.To unpack what we learned from Monday's White House meeting – what might develop over the days and weeks ahead – are Call me Back regulars, Senior Analyst at Yedioth Achronot Nadav Eyal and Chief Analyst at Channel 12 Amit Segal. CREDITS:ILAN BENATAR - Producer & EditorMARTIN HUERGO - Sound EditorMARIANGELES BURGOS - Additional EditingMAYA RACKOFF - Operations DirectorGABE SILVERSTEIN - ResearchYUVAL SEMO - Music Composer
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Singapore shares rose today as investors continue to mull uncertainties relating to global trade. The Straits Times Index was up 0.48% at 4,051.30 points at 2.30pm Singapore time, with a value turnover of S$956.01M seen in the broader market. In terms of counters to watch, we have Singapore Airlines. The national carrier said yesterday that its proposed joint venture with Malaysia Airlines received conditional approval from the Competition and Consumer Commission of Singapore. Elsewhere, from how investors are reacting to US President Donald Trump’s tariff letters to 14 countries, to movements in the Australian dollar after the Reserve Bank of Australia held its cash rate in a surprise move – more international headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Kelvin Wong, Senior Analyst, OANDA.See omnystudio.com/listener for privacy information.
Starlink is transforming the maritime connectivity market by offering higher speeds and more affordable connectivity services which are disrupting the dominance of traditional premium satellite communication (satcom) providers. With the average revenue per unit (ARPU) falling from USD2000 to USD700 or less in the last 5 years, geostationary Earth orbit (GEO) incumbents are being forced to either cut prices or shift toward higher value offerings. In this episode, Christopher Baugh, Partner, and Shagun Sachdeva, Senior Analyst, discuss the impact of declining ARPU in the maritime market and what the opportunities are for incumbent satcom providers despite the intense market pressure. As non-geostationary Earth orbit (NGEO) adoption accelerates and customer expectations evolve, the future of maritime satcom may be defined by scale and service innovation. Christopher and Shagun discuss how legacy players can adapt in this changing landscape, whether through hybrid multi-orbit strategies, managed service models or vertical integration. Find out more about Analysys Mason's space capabilities here.
Small and medium-sized businesses (SMBs) are leaning on technology to transform and grow their businesses. They are now more technologically advanced and better-informed than ever before, and they understand that technology is key to business continuity. In this episode, Karthik Pannala, Principal Analyst, and Li Lin, Senior Analyst, discuss what is driving SMBs' investments in IT and what their priorities are. Read the related report.
Nicola Cooper, trend analyst and CEO of Nicola Cooper & Associates, and Senior Analyst & Strategist at 99c communications speaks to John Maytham about Nike’s entry into the rapidly growing “snoafer” trend — footwear that blends the sporty comfort of sneakers with the polished look of loafers. The conversation explores how the once-clear line between functional footwear and fashion has all but disappeared, as consumers demand shoes that are both versatile and stylish enough to wear from work to weekend. Nike’s new Air Max Phenomena, designed through the Serena Williams Design Crew programme, signals a shift towards lifestyle fashion that doesn’t compromise on comfort. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
The image of the Chancellor, Rachel Reeves, crying in Parliament yesterday was picked up by various media. After PMQs, Ms Reeves' spokesperson said she had been dealing with a "personal matter" and Sir Keir insisted her tears had had "nothing to do with politics". Kylie Pentelow is joined by Times columnist Katy Balls and Kitty Donaldson, chief political commentator for the i Paper to discuss why her tears caused such a stir. Was it concern over political weakness and worries about political instability? Ms Reeves' very senior role in government? Or because she's a woman and maybe people still don't understand that women cry for different reasons and in different circumstances to men?The government's long-awaited NHS 10-year health plan is launched today. To make the NHS in England fit for the future, the plan will focus on three big shifts: moving care from hospitals to communities, making better use of technology, and preventing sickness - not just treating it. How should the NHS prioritise women's health to achieve better results? Kylie is joined by Ranee Thakar, President of the Royal College of Obstetricians and Gynaecologists, Danielle Jefferies, Senior Analyst at The King's Fund, and Lara Lewington, a technology journalist and author of a new book, Hacking Humanity.Esther Freud's ninth novel, My Sister and Other Lovers, revisits characters from her very first book Hideous Kinky, which was made into a film starring Kate Winslet. In My Sisters and Other Lovers, the sisters come of age and try to come to terms with their past. Esther joins Kylie to talk about her writing and how despite having such famous men in her life – her father was the painter Lucien Freud and her great-grandfather was the founder of psychoanalysis, Sigmund Freud - it's the women in her family who inspire her work.Amy Powney is the fashion designer best known for being the Creative Director at Mother of Pearl for 10 years until she left to set up her own label, Akyn, earlier this year. Amy's mission to create a sustainable clothing line was explored in the documentary Fashion Reimagined which saw her trace clothes from field to runway and cemented her as an authority on this within the wider industry. Amy joins Kylie in the Woman's Hour studio.Presenter: Kylie Pentelow Producer: Rebecca Myatt
We are here at Forrester CX in Nashville, TN and hearing all about the latest insights and ideas for brands to create better experiences for their customers. If your AI roadmap doesn't include your customer, is it really a roadmap—or just a bridge to nowhere? Agility requires remembering who pays the bills: the customer. When shiny new tech shows up, it's tempting to sprint after it—often leaving the actual human in our dust. Today we're talking about staying customer-first in the race to adopt agentic AI. To help me dig in, please welcome Stephanie Liu, Senior Analyst at Forrester. Stephanie—welcome to the show! About Stephanie Liu Steph focuses on the intersection of marketing and privacy. She guides clients on how to strike a delicate balance between privacy, trust, and consumer expectations, all while navigating a rapidly shifting data deprecation landscape that spans consumers' privacy-protecting behaviors, regulation, tech limitations, and walled gardens. She examines topics like zero-party data, preference centers, data clean rooms, the customer data ecosystem, and how to deliver experiences that are personalized without being creepy. Steph has been quoted in publications such as the New York Times, CNBC, The Markup, Marketplace, and AdWeek; her work has featured in AdExchanger, Forbes, and elsewhere. Resources Forrester: https://www.forrester.com https://www.forrester.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150" Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company
We are here at Forrester CX in Nashville, TN and hearing all about the latest insights and ideas for brands to create better experiences for their customers. If your AI roadmap doesn't include your customer, is it really a roadmap—or just a bridge to nowhere? Agility requires remembering who pays the bills: the customer. When shiny new tech shows up, it's tempting to sprint after it—often leaving the actual human in our dust. Today we're talking about staying customer-first in the race to adopt agentic AI. To help me dig in, please welcome Stephanie Liu, Senior Analyst at Forrester. Stephanie—welcome to the show! About Stephanie Liu Steph focuses on the intersection of marketing and privacy. She guides clients on how to strike a delicate balance between privacy, trust, and consumer expectations, all while navigating a rapidly shifting data deprecation landscape that spans consumers' privacy-protecting behaviors, regulation, tech limitations, and walled gardens. She examines topics like zero-party data, preference centers, data clean rooms, the customer data ecosystem, and how to deliver experiences that are personalized without being creepy. Steph has been quoted in publications such as the New York Times, CNBC, The Markup, Marketplace, and AdWeek; her work has featured in AdExchanger, Forbes, and elsewhere. Resources Forrester: https://www.forrester.com https://www.forrester.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150" Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company
Does your AI-based interface talk to customers the way a real person would or is it tech for tech's sake? We are here at Forrester CX in Nashville, TN and hearing all about the latest insights and ideas for brands to create better experiences for their customers. Agility is less about bolting on new features just because the tech is available and more about making tomorrow's experiences feel intuitive and natural to the end customer using them. Today we're diving into designing for the future of experiences with AJ Joplin, Senior Analyst at Forrester. About AJ Joplin AJ is the lead analyst for Forrester's research on experience design (XD), design organizations, and design leadership. Helping XD and customer experience (CX) leaders develop and deliver on research-based strategy is AJ's professional passion. She has observed that the most effective organizations combine clear purpose with the right people and leverage systems to clarify decision-making, prioritization, and workflows. AJ also has years of workshop facilitation experience in human-centered design and design thinking. Using her professional coaching skills, AJ bring clients through ambiguity and into alignment on what matters and what's next. Resources Forrester: https://www.forrester.com https://www.forrester.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150" Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company
Does your AI-based interface talk to customers the way a real person would or is it tech for tech's sake? We are here at Forrester CX in Nashville, TN and hearing all about the latest insights and ideas for brands to create better experiences for their customers. Agility is less about bolting on new features just because the tech is available and more about making tomorrow's experiences feel intuitive and natural to the end customer using them. Today we're diving into designing for the future of experiences with AJ Joplin, Senior Analyst at Forrester. About AJ Joplin AJ is the lead analyst for Forrester's research on experience design (XD), design organizations, and design leadership. Helping XD and customer experience (CX) leaders develop and deliver on research-based strategy is AJ's professional passion. She has observed that the most effective organizations combine clear purpose with the right people and leverage systems to clarify decision-making, prioritization, and workflows. AJ also has years of workshop facilitation experience in human-centered design and design thinking. Using her professional coaching skills, AJ bring clients through ambiguity and into alignment on what matters and what's next. Resources Forrester: https://www.forrester.com https://www.forrester.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150" Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company
In this episode of FTR's Rail and Intermodal Update, host Joseph Towers covers:FTR Conference: Sept. 8–11 in Indianapolis — trucking and rail focus.Tariffs & Geopolitics:U.S. tariffs may return July 8.Risk of Strait of Hormuz closure could spike oil prices, similar to past global shocks.Rail Traffic (Week Ending June 21)Tariff Impact:U.S. metal traffic ↑; Canada ↓ — shows expected shift due to steel/aluminum tariffs.The Rail Market Update is hosted by FTR's Senior Analyst, Rail, Joseph Towers. As this information is presented, you are welcome to follow along and look at the graphs and indicators yourself by downloading the PDF of the presentation.Download the PDF: https://www.ftrintel.com/rail-podcastSupport the showSupport the show
Dr. Joseph Kanter, ASTHO CEO, Dr. Scott Harris, ASTHO President, Dr. Susan Kansagra, ASTHO Chief Medical Officer, Dr. Lindsay Weaver of Indiana, Dr. James McDonald of New York, and Dr. Ralph Alvarado of Tennessee, held a deskside briefing on the impact of Nutrition on Chronic Disease; Catherine Jones, Senior Analyst of Government Affairs at ASTHO, shares some of the biggest takeaways from the U.S. Department of Health and Human Services' recent budget hearings; ASTHO's 2025 Executive Leadership Forum Annual meeting is happening now; and publichealthcareers.org can help public health teams in the hiring process. ASTHO Federal Health Policy Update: HHS Budget Hearings Chart New Direction for Public Health ASTHO Public Health Review Morning Edition Public Health Careers
Beth Giambrone, Senior Analyst at ASTHO, discusses her role on the State Health Policy team in this installment of the “Get to Know ASTHO” segment; Dr. Rose Molina, Associate Professor of Obstetrics, Gynecology and Reproductive Biology at Harvard Medical School, shares public health strategies that can help reduce the rate of pregnancy-related deaths; and ASTHO will host a desk-side media briefing at 10:30 a.m. ET on the Impact of Nutrition on Chronic Disease. ASTHO Web Page: State Health Policy JAMA Network Web Page: Pregnancy-Related Deaths in the US, 2018-2022 ASTHO Web Page: Subscribe to Public Health Weekly
Our view of credit fundamentals – a mix of financial and business conditions – has turned increasingly negative across sectors. We examine why industries like airlines and retail are under strain, while others like aerospace and defense are staying afloat. Hosts: Tania Hall, Senior Research Writer, Moody's Ratings; Tom Coghlan, AVP-Research Writer, Moody's Ratings Guests: Sven Reinke, Managing Director, Corporate Finance Group, Moody's Ratings; Frederic Duranson, Vice President - Senior Analyst, Corporate Finance Group, Moody's Ratings Related research:Aerospace & Defense – Global: Outlook remains positive on sustained demand despite tariff, supply chain effects, 3 June 2025Airline – Global: Outlook negative as growth in demand for travel stalls amid rising economic concerns, 30 May 2025Retail & Apparel – Global: Outlook turns negative as companies and consumers contend with tariff uncertainties, 14 April 2025
Dr. Nicole Magnuson, Director of the Live Well Center for Innovation and Leadership, discusses how the academic practice partnership between San Diego County and San Diego State University strengthens their ability to serve the community; Valerie Henderson, Senior Analyst at ASTHO, explains how ASTHO's STRETCH 2.0 Initiative brought state and community health leaders together to create strategies for community-centered work; highlights from ASTHO's INSPIRE: Readiness webinar on AI-Enabled Community-Inclusive Preparedness are now available; and sign up for ASTHO's legislative alerts to receive notifications of any changes to legislation affecting public health. ASTHO Blog: San Diego Academic Health Partnership Strengthens Service During COVID-19 and Beyond Live Well San Diego Web Page ASTHO Blog Article: STRETCH Events Support Sustainable Partnerships and Community Engagement ASTHO Web Page: Highlights from INSPIRE: Readiness - Navigating AI-Enabled Community-Inclusive Preparedness ASTHO Web Page: Subscribe
National security concerns have been the invisible hand guiding governance throughout recorded history. In the 20th century, it was defined by a country versus country dynamic: whichever nation was the strongest and most strategic was also the safest. But today, our biggest national security threats don't come from opposing nations – they are “actorless threats” that emerge from the breakdown of the complex systems we all depend on – from the stability of our planetary systems to our intricately complex and fragile global supply chains. In this unprecedented landscape, what is required of us in order to keep our citizens safe? In this episode, Nate is joined by Rod Schoonover, an expert at the intersection of Earth systems stress and national security, where they discuss the need for the evolution of national defense to address the systemic (and diffuse) threats of the 21st century. Rod emphasizes the need for a reformed security sector that addresses contemporary challenges, like global heating that leads to extreme climatic events, urging immediate action to mitigate risks and enhance stability. Importantly, they also delve into the need for political leadership to embrace complexity and local resilience when tackling these pressing issues. How do we unite against ‘actorless' threats, even when we don't have someone to blame for their damages? Where have leadership and governance already begun to adapt to address these existential concerns, and where are we seeing failures? Finally, how could incorporating more cooperative principles at every level of society transform our ability to bend – not break – under the weight of our human predicament? (Conversation recorded on May 6th, 2025) About Rod Schoonover: Rod Schoonover is the CEO and Founder of the Ecological Futures Group, Adjunct Professor at Georgetown University, Senior Associate Fellow at the Stockholm International Peace Research Institute (SIPRI), and Senior Associate at the Center for Strategic and International Studies. Rod served a decade in the U.S. intelligence community as the Director of Environment and Natural Resources at the National Intelligence Council in the Office of the Director of National Intelligence and as Senior Scientist and Senior Analyst in the State Department's Bureau of Intelligence and Research. Before joining the government as a AAAS Diplomacy Fellow in 2009, Rod was a tenured Professor in the Department of Chemistry and Biochemistry at Cal Poly, San Luis Obispo. Dr. Schoonover earned his PhD in theoretical chemical physics at the University of Michigan, where he studied complex systems. Show Notes and More Watch this video episode on YouTube Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie. --- Support The Institute for the Study of Energy and Our Future Join our Substack newsletter Join our Discord channel and connect with other listeners
Five days in, Israel's battle to destroy the Islamic Republic of Iran's nuclear weapons infrastructure continues. Prime Minister Benjamin Netanyahu and the Israel Defense Forces (IDF) launched the campaign in the wake of a decision by the IAEA Board to censure Iran a resolution declaring that Iran is in breach of its non-proliferation obligations, one day past a Donald Trump imposed deadline of 60 days for Iran to agree to relinquish its uranium enrichment capabilities. Iran has responded with indiscriminate attacks on civilian targets in Israel. Can Israel destroy Iran's nuclear program? Is that possible without the United States? What role will the United States play? And can the Tehran regime survive? Haviv Gur is a veteran Israeli journalist who serves as Senior Analyst for The Times of Israel. He has covered Israel's politics, foreign policy and relationship with the Jewish diaspora since 2005. He has reported from over 20 countries and is fluent in Hebrew and English. He served as director of communications for the Jewish Agency for Israel, the country's largest NGO. He travels around the world educating people on Israel and reporting on timely events and developments in and about Israel as a premiere analyst.Read the transcript here.Subscribe to our Substack here.
It's been less than a week since direct hostilities ignited between Israel and Iran. Israel's government claimed Iran was too close to achieving nuclear weapons and that it needed to commence a plan to stop them since negotiations with the U.S. seemed to go nowhere. Since the fighting began late last week, we've seen Israel, using both air strikes and commandos on the ground, eliminate key leaders in Iran's government, military, and domestic police forces, as well as their top nuclear scientists. And then came the destruction of government buildings, military bases, air force assets, and then attacks on Iran's infamous nuclear development sites. Some are rendered destroyed or inoperable. Israeli Prime Minister Benjamin Netanyahu says they've set back Iran's nuclear ambitions for a long time. But Iran has struck some blows, firing ballistic guided missiles at Israeli population centers. They've damaged or destroyed homes, killing people inside. Daniel Flesch, a Senior Analyst with the Heritage Foundation, a former IDF soldier, and former Senior Advisor at Israel's Permanent United Nations Mission, joins the FOX News Rundown: Evening Edition to discuss Israel's effort to dismantle Iran's nuclear program and whether this operation can lead to regime change. Learn more about your ad choices. Visit podcastchoices.com/adchoices
It's been less than a week since direct hostilities ignited between Israel and Iran. Israel's government claimed Iran was too close to achieving nuclear weapons and that it needed to commence a plan to stop them since negotiations with the U.S. seemed to go nowhere. Since the fighting began late last week, we've seen Israel, using both air strikes and commandos on the ground, eliminate key leaders in Iran's government, military, and domestic police forces, as well as their top nuclear scientists. And then came the destruction of government buildings, military bases, air force assets, and then attacks on Iran's infamous nuclear development sites. Some are rendered destroyed or inoperable. Israeli Prime Minister Benjamin Netanyahu says they've set back Iran's nuclear ambitions for a long time. But Iran has struck some blows, firing ballistic guided missiles at Israeli population centers. They've damaged or destroyed homes, killing people inside. Daniel Flesch, a Senior Analyst with the Heritage Foundation, a former IDF soldier, and former Senior Advisor at Israel's Permanent United Nations Mission, joins the FOX News Rundown: Evening Edition to discuss Israel's effort to dismantle Iran's nuclear program and whether this operation can lead to regime change. Learn more about your ad choices. Visit podcastchoices.com/adchoices
It's been less than a week since direct hostilities ignited between Israel and Iran. Israel's government claimed Iran was too close to achieving nuclear weapons and that it needed to commence a plan to stop them since negotiations with the U.S. seemed to go nowhere. Since the fighting began late last week, we've seen Israel, using both air strikes and commandos on the ground, eliminate key leaders in Iran's government, military, and domestic police forces, as well as their top nuclear scientists. And then came the destruction of government buildings, military bases, air force assets, and then attacks on Iran's infamous nuclear development sites. Some are rendered destroyed or inoperable. Israeli Prime Minister Benjamin Netanyahu says they've set back Iran's nuclear ambitions for a long time. But Iran has struck some blows, firing ballistic guided missiles at Israeli population centers. They've damaged or destroyed homes, killing people inside. Daniel Flesch, a Senior Analyst with the Heritage Foundation, a former IDF soldier, and former Senior Advisor at Israel's Permanent United Nations Mission, joins the FOX News Rundown: Evening Edition to discuss Israel's effort to dismantle Iran's nuclear program and whether this operation can lead to regime change. Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this episode of FTR's Rail and Intermodal Update, host Joseph Towers covers:Tariff Update.Rail Traffic – Week Ending June 7Commodity TrendsThe 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
Interview with David Mora on Mexico's Judicial Elections: 27:20 This week, Kelly and Tristen unpack key elections in Poland and South Korea, and examine the growing reach of an Al-Qaeda affiliate in West Africa. Kelly then sits down with David Mora to explore Mexico's recent judicial elections and their implications for Mexican democracy and U.S.-Mexico relations. David Mora is the Senior Analyst for Mexico at the International Crisis Group. David researches organised crime, violence, corruption and conflict in the country, blending fieldwork and investigative reporting tools. He analyses and formulates policy strategies aimed at preventing, mitigating or resolving conflict. Originally an investigative reporter and documentary producer, David has eight years of experience in journalism, working for VICE News, NBC News, ProPublica and The Atlantic. His coverage of migration, criminal violence and corruption in Mexico has been recognised with some of the most prestigious journalism awards in the United States. Before doing journalism, he worked as a human rights researcher for different civil society groups in Mexico. The opinions expressed in this conversation are strictly those of the participants and do not represent the views of Georgetown University or any government entity. Produced by Theo Malhotra and Freddie Mallinson. Recorded on June 10, 2025. Diplomatic Immunity, a podcast from the Institute for the Study of Diplomacy at Georgetown University, brings you frank and candid conversations with experts on the issues facing diplomats and national security decision-makers around the world. Funding support from the Carnegie Corporation of New York. For more, visit our website, and follow us on Linkedin, Twitter @GUDiplomacy, and Instagram @isd.georgetown
Millions of unregistered firearms, surging drug addiction, and cross-border trafficking have turned Pakistan into a hotspot for organized crime. Corruption and economic instability have allowed illicit markets — from heroin to weapons — to flourish.Terrorist groups like the Tehrik-e-Taliban are thriving in this landscape, carrying out deadly attacks and deepening insecurity.And in the midst of this unrest, a suicide bombing in Pahalgam that killed 26 Indian tourists has reignited military tensions with India — adding fuel to the long-standing conflict over Indian-administered Kashmir.According to the OC Index, arms trafficking in Pakistan is only getting worse - the criminal market scored 8.5 out of 10 in 2023, an increase of 0.5 from 2021 – placing it alongside the likes of Russia, Mexico, Turkey and others. Presenter: Thin Lei WinSpeaker(s): Paddy Ginn, Senior Analyst, Global Initiative against Transnational Organized CrimeLinks:Pakistan Country ProfileThe Global Organized Crime Index
Join Finbarr Begley, Senior Analyst at Cavell, and Patrick Watson, Director of Research, as they dive into the latest trends and insights from Cavell's CCaaS Market Evolution Report. Discover how AI and automation are reshaping the contact center landscape, the impact on agent numbers, and the emerging markets poised for growth. This engaging discussion covers practical use cases, global market sizing, and the balance between automation and human touch in customer service. Don't miss this opportunity to stay ahead in the evolving world of customer experience!
Ciarán O'Connor, Senior Analyst at the Institute for Strategic Dialogue, discusses how disinformation spread online after a shooting incident took place in Carlow on Sunday.
India is a union of states — a structure enshrined in the Constitution that gives States a central role in legislating critical areas like health, agriculture, and public order. But how well are India's State Assemblies functioning? A new report by PRS Legislative Research that examines how 31 State Assemblies performed in 2024 has found that States passed over 500 Bills, yet most Assemblies met for just 20 days and spent around 100 hours in session. Many laws were cleared on the very day they were introduced, and States issued 100 ordinances in total. What does this say about legislative scrutiny, accountability, and the democratic process at the state level? Guest: Niranjana S Menon, a Senior Analyst at PRS Legislative Research. Host: Nivedita V. Edited by Jude Francis Weston Learn more about your ad choices. Visit megaphone.fm/adchoices
The U.S. decision to recuse itself from European security has created something of a crisis on the continent. America wants European countries to pick up their own defense spending and focus on their own region, following Vladimir Putin's 2022 invasion of Ukraine. So what's the feeling in Europe about the risks countries there face from Russia? How are they navigating those threats? And do Americans and Europeans see them in the same way? Talking Geopolitics host Christian Smith was joined by Geopolitical Futures Chairman and Founder George Friedman and Antonia Colibasanu, GPF's Senior Analyst from on the ground in Romania to discuss. Visit http://www.geopoliticalfutures.com for world-class geopolitical analysis and discussion.
On today's podcast episode, we discuss how Google embedding an AI chatbot into search changes things, why Anthropic's Claude API could reshape search, and why tech companies might not be the winners of the AI search war. Join Senior Director of Podcasts and host Marcus Johnson, and Senior Analyst's Gadjo Sevilla and Evelyn Mitchell-Wolf. Listen everywhere and watch on YouTube and Spotify. Report - https://content-na1.emarketer.com/genai-search-advertising-trends-2025#The_lines_are_blurring_between_genAI_search_and_everything_else 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-google-just-embedded-ai-chatbot-search-might-not-enough-behind-numbers © 2025 EMARKETER
In this episode of Identity at the Center, Jeff Steadman and Jim McDonald are joined by Alejandro Leal, Senior Analyst at KuppingerCole, live from the EIC 2025 stage in Berlin, Germany.Alejandro delves into the critical distinctions between misinformation and disinformation, exploring their historical context and how they manifest in today's technological landscape, particularly within social media and legacy media. He discusses the intent behind disinformation, often aimed at creating chaos or confusion, versus misinformation, which can be an unintentional spread of false or inaccurate information.Chapters:00:00:00 Defining Misinformation vs. Disinformation & Historical Context00:02:00 Introduction at EIC 2025 & Guest Welcome00:06:14 The Role of Intent, Generative AI, and Countermeasures00:12:15 Impact of Mis/Disinformation on Business, Politics, and Philosophy00:16:02 How Mis/Disinformation Intersects with Identity Management00:18:07 Balancing Anonymity, Privacy, and Truthful Content Online00:23:09 Connecting to Digital Identity, Verification, and Potential Solutions (AI Labeling, VCs)00:26:45 AI Guardrails, Free Speech vs. Hate Speech, and Authenticity00:29:24 Worst-Case Scenarios and the Global Impact of Mis/Disinformation00:31:24 Actionable Advice: Responsibility and Critical Thinking00:35:38 Book Recommendation: "The Question Concerning Technology"00:39:31 Wrapping Up and Final ThoughtsConnect with Alejandro: https://www.linkedin.com/in/alejandro-leal-a127bb153/The Question Concerning Technology (essay): https://bpb-us-e2.wpmucdn.com/sites.uci.edu/dist/a/3282/files/2018/01/Heidegger_TheQuestionConcerningTechnology.pdfConnect 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.comKeywords:IDAC, Identity at the Center, Jeff Steadman, Jim McDonald, Alejandro Leal, KuppingerCole, EIC 2025, Misinformation, Disinformation, Identity and Access Management, IAM, Digital Identity, Cybersecurity, Tech Podcast, Technology Ethics, Generative AI, AI Ethics, Truth in Media, Social Media Responsibility, Privacy Rights, Verifiable Credentials, Critical Thinking Skills, Fake News, Online Safety, Political Disinformation, Business Reputation, Philosophical Tech Discussions, Martin Heidegger, The Question Concerning Technology.
This weeks topics include: FTR ConferenceTariff UpdateRail TrafficUinta Rail Line The Rail Market Update is hosted by FTR's Senior Analyst, Rail, Joseph Towers. As this information is presented, you are welcome to follow along and look at the graphs and indicators yourself by downloading the PDF of the presentation.Download the PDF: https://www.ftrintel.com/rail-podcastSupport the show
The widespread layoffs unfolding across the federal government present a prime opportunity for foreign spy agencies. The foundation for defense of democracies, recently uncovered a likely Chinese intelligence operation targeting former Feds through fake recruiting websites. For more on this scheme and what to watch out for Federal News Network's Justin Doubleday spoke with FDD, Senior Analyst for emerging threats, Max lesser.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
How is the re-elected Labor Government expected to approach national security and foreign policy in its new term of office? Can Australia strike a sustainable balance between its alliance with the United States and its complex relationship with China? Is the future of the AUKUS agreement secure? What more can the government do to strengthen Australia's national security through improved preparedness and resilience? In this episode, David Andrews, Will Leben and Bec Strating join Sally Bulkeley to discuss the outcomes of the 2025 Australian Federal Election, what's in store of the re-elected Albanese Government and the implications for our national security agenda. William Leben is Senior Analyst at The Development Lab and an Expert Associate at the ANU National Security College (NSC). Professor Bec Strating is the Director of La Trobe Asia and a Professor of International Relations at La Trobe University. She is also an Expert Associate at NSC. David Andrews is Senior Manager, Policy & Engagement at NSC. Sally Bulkeley is Deputy Head of College at NSC, on secondment from the Department of Defence. TRANSCRIPTShow notesNSC academic programs – find out more Pulse Check x Australia's Agenda Restoring America's maritime dominance Asia Rising podcast 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) @NSC_ANU and Bluesky @nscanu.bsky.social, and be sure to subscribe so you don't miss out on future episodes. Hosted on Acast. See acast.com/privacy for more information.
The New Arab Voice is back!This week we look at the recent sectarian violence that engulfed the Syrian coast and targeted the country's Alawite community and the violence that hit in the south, which targeted the country's Druze community. We examine the causes of the violence, the response by the state, where the state's response went wrong, and what it means for the future of this new Syria. Joining us to guide us through the violence on the coast, we speak with Dr. Rahaf Aldoughli (@r_aldoughli), a Lecturer in Middle East and North African studies at Lancaster University (@LancasterUni), and Senior Editor for the Middle East Section at Cogent Social Sciences.And to explain what happened in the south, we speak with Dr. Nanar Hawach (@NanarHawach), Senior Analyst for Syria at International Crisis Groups (@CrisisGroup).All five episodes of our special series Sanaa's Odyssey are out now, you can listen to them via The New Arab, or search for 'Sanaa's Odyssey', wherever you get your podcasts.This podcast is written and produced by Hugo Goodridge (@hugogoodridge).Theme music by Omar al-Fil with additional music from Audio Network.To get in touch with the producers, follow then tweet us at @TNAPodcasts or email podcast@newarab.com Hosted on Acast. See acast.com/privacy for more information.
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.
On this week's Centre for European Reform podcast, deputy director Ian Bond sits down with Mykola Bielieskov policy analyst at the National Institute for Strategic Studies & Senior Analyst at Come Back Alive and Olesya Khromeychuk director of the Ukrainian Institute London, to discuss the ongoing war in Ukraine and the coalition of the willing and the influence of the US on negotiations. They consider the prospects for peace and the future of stability of Ukraine.
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
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
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.
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?