Podcasts about senior analyst

Nosipho Radebe speaks to Viv Govender, Senior Analyst at Rand SwissSee omnystudio.com/listener for privacy information.

Improving maternal health outcomes starts with ensuring every pregnant patient receives care at the facility best equipped for their needs. In this episode, Senior Analyst for Maternal and Infant Health at ASTHO Lexa Giragosian discusses ASTHO's latest research on implementing levels of maternal care across the country. Drawing on interviews with leaders in 13 states, Giragosian explains how risk-appropriate care can improve outcomes for mothers and infants while highlighting the barriers that remain, including rural hospital closures, workforce shortages, transportation challenges, and gaps in culturally competent care. Implementing Levels of Maternal Care: Common... : Journal of Public Health Management & PracticePartner Spotlight: Q&A with Kate Menard on Levels of Maternal Care State Implementation | ASTHO

Nosipho Radebe speaks to Viv Govender, Senior Analyst at Rand SwissSee omnystudio.com/listener for privacy information.

In this lively situational briefing, I sit down with John Spencer, Senior Analyst at The MirYam Institute.Returning from fact-finding trips to Gaza and southern Lebanon, John outlines his reasons for optimism and for concern regarding the "Board of Peace" proposal for Hamas disarmament, highlighting the importance of US verification, civil governance, and phased decommissioning.I counter with resolute pushback rooted in Israeli security realities and priorities —dismissing unproven acronyms, rejecting Palestinian statehood, and arguing against the fallacy of Jihadist groups disarming.Together, we debate international stabilization forces, Saudi normalization demands, Egyptian culpability for October 7th, and requirements for long-term regional security.--------------------------------------------------------------------------------------------------------------------## Resources MentionedPre-order John Spencer's new book "Twent Times I Almost Died" via the link below:https://www.amazon.com/Twenty-Times-Almost-Died-Survival/dp/B0GFX5TQLKSupport the showThe MirYam Institute. Israel's Future in Israel's Hands.Subscribe to our podcast: https://podfollow.com/1493910771Follow The MirYam Institute X: https://bit.ly/3jkeUyxFollow Benjamin Anthony X: https://bit.ly/3hZeOe9Like Benjamin Anthony Facebook: https://bit.ly/333Ct93Like The MirYam Institute Facebook: https://bit.ly/2SarHI3Follow Benjamin Anthony Instagram: https://bit.ly/30m6uPGFollow The MirYam Institute Instagram: https://bit.ly/3l5fvED

Exactly seven years ago on August 5th, 2019, the Union government abrogated Article 370, and subsequently, Jammu & Kashmir became a Union Territory, ruled directly from New Delhi. Legislative assembly elections were held in September 2024 but the newly elected government did not have meaningful legislative or administrative powers. When it revoked Article 370, the government made two promises: one, that the move will usher in ‘normalcy' to the Kashmir Valley, and two, that it would restore statehood soon. Today, Jammu and Kashmir is still awaiting statehood. And questions remain: Has normalcy returned? Has insurgency been stamped out? What's the mood on the ground, and among the Kashmiri political classes? We speak with Praveen Donthi, Senior Analyst with the International Crisis Group, a non-profit that works on conflict-prevention and resolution. Produced, edited and shot by Jude Weston Learn more about your ad choices. Visit megaphone.fm/adchoices

APA President Captain Nick Silva and Jamie Baker – Senior Analyst, U.S. Airlines and Aircraft Leasing for J.P. Morgan in New York City – begin a two-part discussion of American Airlines' financial performance, the structure of the airline, the potential for industry consolidation, activist investor interest, and other timely topics.

APA President Captain Nick Silva and Jamie Baker – Senior Analyst, U.S. Airlines and Aircraft Leasing for J.P. Morgan in New York City – continue their discussion of American Airlines' financial performance, the structure of the airline, the potential for industry consolidation, activist investor interest, and other timely topics.

Join Nathan and Sr Analysis Taylor Wyman for a wide-ranging conversation on the use of analytics in basketball. What do data points mean, how to use them and where are their limitations.

Business and finance news from the Asia-Pacific. SK Hynix Inc. earmarked at least $31 billion in capital spending this year after reporting a six-fold surge in quarterly profit, a record outlay that coincides with growing fears about overinvestment in AI capacity. SK Hynix said it expects its capital investments to rise around 50% to at least 45 trillion won ($31 billion). It posted margins of more than 80% for the June quarter — a high watermark — because of the endemic memory shortages that have helped raise prices it charges customers like Apple Inc. and Nintendo Co. Yet the Korean company's shares fell 11% in Seoul Wednesday, reflecting both the sky-high expectations that surround the AI industry's linchpins and the growing concerns that big tech firms such as Meta Platforms Inc. are building more data centers than they need. Korea's benchmark KOSPI fell for a second straight day. We speak to Winnie Hsu, Bloomberg's Asia Equities Reporter. And for more analysis on SK Hynix earnings, Bloomberg TV hosts Yvonne Man and David Ingles spoke to SK Kim, Senior Analyst at Daiwa Capital Market Korea.See omnystudio.com/listener for privacy information.

China is rapidly emerging as a global leader in robotics and embodied artificial intelligence, leveraging its manufacturing scale and deep supply chains to shape the future of automation. In this episode of Pekingology, CSIS Senior Fellow Henrietta Levin is joined by Wendy Chang, Senior Analyst at MERICS, to unpack the significant advances – and limitations – of China's robotics sector and its embodied AI ecosystem. They discuss the politics that have driven huge amounts of capital towards innovative Chinese robotics companies, why China's humanoid robots may not be quite as impressive as they initially appear, and the global implications of China's robotics ambitions. To learn more about China's embodied AI strategy, you can read the new MERICS report from Wendy Chang, Rebecca Arcesati, and Altynay Junusova: Embodied AI: China's Ambitious Path to Transform Its Robotics Industry.

At games played for the World Cup in Mexico, protesters have lined the stadium on behalf of Mexico's disappeared. It is estimated that 135,000 people have disappeared in Mexico and there has been no accounting of them. Desapardcidos protests by families of the missing during World Cup in Mexico City. Photo by D. Mora. Their families and loved ones want to know where they are or what happened. So we will explore this issue. Why has the number of disappeared surged in recent years in Mexico? Who are the disappeared? And what has the protest at games meant for a global public whose attention is on the country and are just learning of these disappeared. [ dur: 31mins. ] David Mora is Senior Analyst for Mexico with the International Crisis Group. He researches organised crime, violence, corruption and conflict. He has worked for VICE News, NBC News, ProPublica and The Atlantic. He has won prestigious awards for his coverage of migration, criminal violence and corruption in Mexico. He is the author of Mexico Struggles for Security under White House Duress and Killing of Mexican Cartel Boss Brings Diplomatic Victory and Domestic Mayhem Beyond asylum seekers heading north, the problems of US/Mexico Border are also about the flow of guns and drugs. How can we understand the totality of problems related to the US southern border? What are the solutions? [ dur: 27mins. ] We speak with Ieva Jusionyte, author of a new book Exit Wounds: How America's Guns Fuel Violence Across the Border. [ dur: 26mins. ]. Note: This is an excerpt from the interview made in May, 2024. You can hear the full interview here. Ieva Jusionyte is a legal and medical anthropologist and associate professor at Brown University. She is also the author of award-winning ethnography Threshold: Emergency Responders on the US-Mexico Border. She has been studying borders, violence, and security in Latin America and the United States for over fifteen years. This program is produced by Ankine Aghassian, Doug Becker and Sudd Dongre. Politics and Activism, Human Rights, Gun Lobby, Militarism, Mexico, Borders

Chief Executive Andrew Carter is joined by Ant Breach, Director of Policy and Research, and Maurice Lange, Senior Analyst, to discuss Andy Burnham's emphasis on council house building and how it fits into the wider urban housing crisis. They discuss the scale of the shortfall in UK housing, the role of planning reform, and the practical implications of councils building more homes.

Join Lee Sotos, Co-Portfolio Manager of the Fidelity Global Financial Services Fund and Senior Analyst, as he examines the health and key drivers of the U.S. financials sector. Recorded on July 10, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study. -- Analyse de la vigueur des produits financiers américains – Lee Sotos Joignez-vous à Lee Sotos, cogestionnaire de portefeuille du Fonds Fidelity Services financiers mondiaux et analyste principal, alors qu'il examinera la situation du secteur américain des produits financiers et les facteurs déterminants pour ce dernier. Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/QP_PsYARMPo Date : 10 juillet 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

Critical minerals are back in the spotlight as the global push for access to those supply chains grows – along with the risks for credit and areas like national security. These elements, like lithium and cobalt, are key components of everything from electric vehicles to semiconductors. A subset, called rare earths, have qualities like magnetic powers and high heat resistance. But just because you have them, doesn't mean they are ready for use.  There is a complex and expensive extraction and refining process – and China dominates the world's production capacity. Many countries are years away from refining minerals at the same scale domestically. We discuss how critical minerals have become economic levers, spurred by geopolitical and trade tensions, demand for high-tech defense equipment, investment in AI and data centers, and diversification of energy sources.   Host: William Foster, Senior Vice President, Sovereign Risk, Moody's Ratings   Guests:  Atsi Sheth, Chief Credit Officer, Moody's Ratings Claire Li, Senior Analyst, Credit Strategy, Moody's Ratings   Related Research:  Sovereigns – Emerging Markets - Critical minerals boom offers a step up the value chain if structural constraints ease 13 July 2026 Flipbook: Critical mineral and material reliance poses risks to US, but policy support offers relief, 5 November 2025 Critical minerals – China: A detailed view of the sector, 12 June 2025 Artificial Intelligence – Rare earth metals: China's dominance of critical minerals supply chain creates vulnerabilities for tech firms, 2 July 2025 Moody's Emerging Markets Credit Risk Insights & Analysis © 2026 Moody's Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody's information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

War is back on – Oil on the rise. Some are saying AI trade has peaked – I have some thoughts on that. Earnings season is just days away. We will talk about that with our guest –  Gavin Maguire, Senior Analyst at Briefing.com. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Gavin has more than 20 years of market experience with Briefing.com, contributing real-time commentary to the Live In Play page and helping monitor market-moving news, rumors, economic data, earnings reports, geopolitical developments, and broader macro events that shape investor sentiment and market direction. For Briefing Trader subscribers, Gavin provides daily trading and investment ideas under the EVENT custom ticker, with a focus on day trades in the major indices, including the S&P 500, along with select longer-duration opportunities in ETFs and individual stocks. In addition, Gavin hosts The Sentiment & Flow Show on Briefing.com’s Trader Audio, where he examines market structure, options flow, positioning, and investor sentiment to provide a top-down view of current market trends and identify where markets may be headed next. The show combines technical analysis, options activity, macroeconomic developments, and institutional positioning to help traders better understand the forces driving price action. He graduated from the University of Scranton in Pennsylvania and is based in North Carolina. Check Out Briefing.com (Free Trial) Follow @andrewhorowitz Check this out and find out more at: http://www.interactivebrokers.com/ Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (GLD), (ORCL), (META), (SPY), (NKE), (GOOGL), (BKRB)

In this Federal Health Policy Update, Senior Analyst for Government Affairs at ASTHO, Catherine Murphy, breaks down the latest leadership changes across the U.S. Department of Health and Human Services. She explains the nominations for CDC director and surgeon general, recent transitions at the FDA, and other key appointments shaping the federal public health landscape. Murphy also discusses why stable leadership is essential for public health agencies, what these changes could mean for collaboration with state and local health departments, and what to watch as Senate confirmation hearings move forward.(More) Recent Shifts in HHS Leadership: June 2026 | ASTHO

The Washington Stand's Casey Harper reviews new developments in Iran, outcomes of the NATO Summit, and a concerning new poll on Americans' views about Israel. Dr. David Wurmser, Senior Analyst for Middle East Policy at The Center for Security

The real estate market in Phoenix seems to be bucking national trends. We'll see what friend of the show Cromford Report Senior Analust Tina Tamboer has to say about the Phoenix market!

China's new ethnic unity law has come into effect. Rights groups and activists overseas say it will further shrink the rights of minorities. Will the law help forge a shared national identity, as Beijing says? Or is it a step towards forced assimilation? In this episode: Einar Tangen, Senior Fellow, Centre for International Governance Innovation Zumretay Arkin, Vice President, World Uyghur Congress William Yang, Senior Analyst for Northeast Asia, International Crisis Group Host: Mohammed Jamjoom Connect with us: @AJEPodcasts on X, Instagram, Facebook, and YouTube

ON LOCATION | Sean Martin & Marco Ciappelli — Infosecurity Europe 2026 Two conferences, two moods: at RSA the drumbeat was resilience; at InfoSec, it's sovereignty. Sean and I close the week with Forrester analyst Madelein van der Hout — beaming in from the Netherlands — on why Europe makes a framework out of everything, what AI deployment is doing to the boardroom, and the security jobs that don't exist yet.

Kevin cover and discusses the following stories: Adobe reported the results of last week's online spending during Amazon's Prime event, as well as overlapping promotions by Walmart and Target; Nestle announces major changes to their ingredients across all products worldwide; Aviation Expert, Jay Ratliff, joins the show to talk about airline news and summer travel tips; The Conference Board released their Consumer Confidence Index; the U.S. Labor Department reported Job Openings, Hires and Quit Rates; oil prices react to Peace Talk host Qatar reported that "high level" talks will not take place in Doha but "technical talks" will and analyst's estimates of crude inventory inventories; Phil Flynn, Senior Analyst, PRICE Futures Group, has some interesting comments in his Energy Report, Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and a few opinions along the way. See omnystudio.com/listener for privacy information.

Today's guest is Jason Pack, Senior Analyst for Emerging Challenges at the NATO Defense College Foundation and Associate Fellow at RUSI. He is the Host of the Disorder Podcast, and author of Libya and the Global Enduring Disorder. In this episode, Alon and Jason discuss the end of the post-WWII global order and the prevailing disorder since 2011, the loss of American leadership, the Memorandum of Understanding between Iran and the United States, particularly in comparison to the 2015 JCPOA, and the broader regional fallout from the war with Iran. Full bio Jason Pack is the Founder of Libya-Analysis LLC, and the host of Disorder, a geopolitics podcast co-produced with Goalhanger Podcasts. He is an Associate Fellow at the Royal United Services Institute (RUSI) and the Senior Analyst for Emerging Challenges at the NATO Defence College Foundation in Rome. His most recent book, Libya and the Global Enduring Disorder (Hurst 2021 / Oxford University Press 2022) is a ‘cross-over' academic book that explores what Libya's dysfunctional economic structures and its ongoing civil war reveal about our era of 21st-century geopolitics. Jason's ‘Enduring Disorder' concept – that we no longer inhabit the post-Cold War World, but have entered a new era – the ‘Enduring Disorder' – was conceived to describe the collective action failures that have come to define international politics. Jason has lived in Syria, Lebanon, Iraq, Egypt, Israel/Palestine, Oman, Qadhafi-era Libya, and Trump-era Washington, DC. Proficient in Arabic, French, and Hebrew, he has been kidnapped twice, and served as the Executive Director of a K St-based Trade Association. He is open for media appearances about US foreign policy, conspiracy theories, the state of the global system, neopopulism, and especially the Middle East. When not podcasting or consulting on the Middle East, Jason plays backgammon semi-professionally. He was the 2018 World Champion of Doubles Backgammon, came 2nd place in the 2024 World Championship of Speedgammon, and has achieved the rank of Grandmaster – placing him in the top 100 players in the world. He also writes about gambling's connections to geopolitics.

Markets continue reaching new highs, yet many investors remain hesitant to put money to work.  With headlines dominated by geopolitical conflict, rising oil prices, and rapid technological change, how do you separate emotion from opportunity? In this episode, Robert Curtiss welcomes back Miles Clark, Senior Analyst at Nasdaq Dorsey Wright, to discuss the forces shaping today’s market environment. They explore momentum investing, relative strength, semiconductor leadership, AI-driven growth, energy sector performance, and market participation trends.  Miles shares how momentum strategies identify strong-performing assets, why all-time highs may not be a reason to stay on the sidelines, and what narrowing market leadership could signal for investors moving forward. Key takeaways: How relative strength identifies leadership across equities, commodities, fixed income, and global markets Why semiconductor stocks continue driving market gains despite concerns about concentration levels How momentum strategies seek large winners while limiting the impact of underperforming holdings Why historical market performance often remains positive despite geopolitical conflict and uncertainty What narrowing market participation may reveal about the durability of the current market advance And more! Resources: Educational videos (bottom of the page) Connect with Miles Clark: LinkedIn: Miles Clark Nasdaq Dorsey Wright Connect with Robert Curtiss: rcurtiss@seia.com (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: Miles currently works as a Research Analyst for Nasdaq Dorsey Wright (DWA), a boutique investment advisory and asset management division of Nasdaq focused on providing quantitative strategies to Wall Street and professional money managers globally. Since 1987, DWA has been a recognized expert in relative strength and momentum through the application of Point & Figure (XO) charting, as well as a thought leader in tactical portfolio construction. Miles joined the DWA team as an intern in 2021 and now creates technical-based analysis and client-facing research in the firm’s Daily Market Analysis segment, with more focused coverage in the communication services, industrials and cryptocurrency spaces. Other areas of involvement to note include supplementing broad-based technical indicator and research projects and the creation of weekly media distributed to prospective clients.

Emergency preparedness is about far more than response plans and trained personnel. In this episode, Senior Analyst for Preparedness at ASTHO Maggie Nilz discusses how states are rethinking preparedness in the wake of COVID-19 and adapting to a changing emergency management landscape.  Nilz explains how pandemic-era shortages exposed vulnerabilities in supply chains, resource distribution, and stockpile management, prompting states to take a more active role in assessing risks, securing critical supplies, and building long-term preparedness infrastructure. She also explores how new approaches to funding, procurement, and resource management are helping states respond more quickly while maintaining transparency and accountability.Bridging Systems: How Kentucky is Improving Response to Emerging Health Threats | ASTHOSubscribe | ASTHO

In this situational briefing, John Spencer, Senior Analyst at The Miryam Institute, critiques the 14-point US-Iran MOU, arguing the diplomatic pivot squanders critical military leverage. He also breaks down Israel's defensive operations in southern Lebanon, explaining why regional appeasement has completely failed. Support the showThe MirYam Institute. Israel's Future in Israel's Hands.Subscribe to our podcast: https://podfollow.com/1493910771Follow The MirYam Institute X: https://bit.ly/3jkeUyxFollow Benjamin Anthony X: https://bit.ly/3hZeOe9Like Benjamin Anthony Facebook: https://bit.ly/333Ct93Like The MirYam Institute Facebook: https://bit.ly/2SarHI3Follow Benjamin Anthony Instagram: https://bit.ly/30m6uPGFollow The MirYam Institute Instagram: https://bit.ly/3l5fvED

Semiconductors have moved from the background of the technology stack to the center of the AI economy. What used to be a specialized industry discussed mostly by engineers and investors is now shaping the speed, cost, and strategic direction of modern computing.In this episode of TechSurge, host Michael Marks speaks with Stacy Rasgon, Managing Director and Senior Analyst covering U.S. semiconductors and semiconductor capital equipment at Bernstein Research. Stacy has spent years analyzing the chip industry across cycles, but argues that the current moment feels different in scale: AI demand has created an unprecedented scramble for compute, memory pricing has surged, and companies across the stack are being forced to rethink capacity, architecture, and capital allocation.The conversation explains the 4 different kinds of semiconductor cycles—supply, inventory, product, and demand — and why Stacy believes the industry is currently in a demand cycle of unusual magnitude. The discussion also unpacks the distinction between DRAM and NAND, why high-bandwidth memory is becoming strategically central to AI systems, and how the physical realities of wafer capacity and silicon area are constraining supply in ways the broader market often misses.Stacy and Michael also discuss the hardware economics behind the current boom, with Michael pressing Stacy on why compute remains so scarce and how companies are improving performance through packaging and system design. Michael then moves the conversation beyond market headlines to the core business questions: who is actually paying for this compute, which use cases are generating real revenue, and whether AI spending is creating durable economic value or simply shifting costs elsewhere. Together, these questions highlight two of the episode's clearest insights: coding may be one of the earliest AI applications with meaningful willingness to pay, and inference, not training, is the real test of whether the current buildout becomes a lasting business or just another expensive wave of infrastructure.Stacy explains the concentration of power among the major wafer fabrication equipment players, the rise of ASICs as a meaningful share of AI silicon, Broadcom's rapidly expanding AI opportunity, and the growing role of Chinese companies as new entrants, especially in memory and semiconductor equipment. Along the way, the conversation asks the defining question facing the sector: is this just another semiconductor upswing, or the first true supercycle the industry has seen? Stacy believes that this might be the biggest supercycle he has seen in his career.Sign up for our newsletter at techsurgepodcast.com for updates on upcoming TechSurge Live Summits and future episodes.Links:Stacy Rasgon on LinkedIn: https://www.linkedin.com/in/stacy-rasgon-6924963Bernstein: https://www.alliancebernstein.com/corporate/en/home.htmlReferences Mentioned During the DiscussionNVIDIA Blackwell Platform: https://www.nvidia.com/en-us/data-center/blackwell-platform/High Bandwidth Memory (HBM) overview from Micron: https://www.micron.com/products/memory/hbmDRAM overview from IBM: https://www.ibm.com/think/topics/dramNAND flash overview from IBM: https://www.ibm.com/think/topics/nand-flash-memoryFurther ReadingMcKinsey on the semiconductor industry outlook: https://www.mckinsey.com/industries/semiconductors/our-insights/the-semiconductor-industry-in-2025Semiconductor Industry Association: 2025 State of the U.S. Semiconductor Industry: https://www.semiconductors.orgNVIDIA on the Blackwell architecture and AI infrastructure roadmap: https://www.nvidia.com/en-us/data-center/blackwell-platform/Broadcom AI investor materials and infrastructure commentary: https://investors.broadcom.comASML on lithography and advanced chip manufacturing: https://www.asml.com/en/technologyMicron on HBM and AI memory demand: https://www.micron.com/products/memory/hbmChapters[00:00:00] — Highlights[00:00:26] — Welcome to  the Episode[00:01:29] — Meet Stacy Rasgon[00:02:01] — Is This the First Real Semiconductor Supercycle?[00:05:33] — Inside the Strongest Memory Cycle in History [00:09:14] — Can Innovation Keep Up With AI Demand?[00:11:33] — Chiplets, Blackwell, and the New Economics of Compute [00:12:37] — What Could Signal the Cycle Is Slowing[00:14:26] — Vertical Integration at the Hyperscales [00:16:36] — The Difference between Apple and Meta[00:17:15] — What is Vertical Integration Being Done For?[00:18:15] — Will other bottlenecks develop as This Progresses? [00:21:13] — Oligopoly Pricing in the Market[00:22:22] — Any New Entrants into Memory?[00:23:46] — Why the Industry Must Pivot From Training to Inference[00:25:10] — Agentic Coding and the First Real AI Revenues[00:26:57] — Groq, Low-Latency Inference, and What GPUs Cannot Do Alone[00:29:28] —-Could The Smaller Companies All be Bought Up ?[00:30:19] — Why Semiconductor Equipment Matters More Than Ever [00:31:00] — How Semiconductor Equipment is Affected by the Cycle[00:32:55] — A Long Upcycle for Semiconductor Equipment Guys?[00:33:13] — The Big Five and the Rise of Chinese Equipment Players[00:34:24] — The Effects of Geopolitics[00:35:02] — Broadcom's Quiet AI Breakout[00:40:46] — ASICs vs GPUs and the Next Wave of Custom Chips[00:41:06] — Intel, Foundry Strategy, and the Long Turnaround[00:46:46] —-The Risks the Market May Still Be Underestimating[00:49:32] — Where Startups Still Have Room to Win[00:50:39] — What the Semiconductor Industry Could Look Like Next Year

In this episode, we explore the complex political and security landscape of Guatemala with expert Tiziano Breda. We discuss recent developments, challenges in governance, gang violence, and the influence of international actors, providing insights into the country's future prospects.When President Bernardo Arevalo took office in 2023, many were hopeful for a fresh start in Guatemalan politics. However, his administration has faced numerous obstacles, including constant legal threats and political maneuvering aimed at undermining his authority. The former Attorney General, Consuelo Porras, has been particularly aggressive in her attempts to nullify the election results and impede Arevalo's legislative agenda. Tiziano Breda, Senior Analyst for Latin America and the Caribbean for ACLED (Armed Conflict Location and Event Data) speaks to the LatinNews podcast about the deterioration in security in Guatemala, the current government's move to a more hardline stance on crime and the country's relationship with the United States. Follow LatinNews for  analysis on economic, political, and security developments in Latin America & the Caribbean. Twitter: @latinnewslondonLinkedIn: Latin American NewslettersFacebook: @latinnews1967For more insightful, expert-led analysis on Latin America's political and economic landscape, read our reports for free with a 14-day trial. Get full access to our entire portfolio.

In this episode, Mary Sullivan, co-founder of Sweet but Fearless, talks with Jinesha Jain, Senior Analyst and TEDx Speaker, to explore the hidden pressures that often accompany ambition and achievement. Despite advancing quickly in her personal and professional life, Jinesha realized that success had come with an invisible cost when her mother observed that she no longer carried the same smile she once had. That moment became a turning point, prompting Jinesha to reevaluate what true success and well-being really mean. That realization led Jinesha to discover Bhramari pranayama, or "humming bee breath," a yogic breathing practice that helped her reduce stress, improve focus, and reconnect with herself. Together, Mary and Jinesha explore the importance of internal growth alongside external success, reminding women that sometimes the most powerful thing we can do is pause, realign with what matters most, and care for ourselves while pursuing our goals.   ABOUT JINESHA JAIN:LinkedIn – Jinesha JainInstagram – Jinesha JainTEDx – The Power of Stillness: How One Breath Can Break Burnout ABOUT SWEET BUT FEARLESS: Website - Sweet but Fearless LinkedIn - Sweet but Fearless

This week on Catalyst, Tammy is joined by Abhijit Sunil, Senior Analyst at Forrester Research, where he leads flagship research programs on IT sustainability, sustainability management, and climate risk. Abhijit traces his remarkable journey from designing robotics labs at IIT Bombay to consulting at Ericsson and McKinsey, before landing at Forrester where a flood of client questions about data center efficiency set him on the path to sustainability research. He shares how volunteering as a teacher in Mumbai's slums profoundly shaped his worldview—giving him a lens for seeing optimization and sustainability as deeply human issues, not just technical ones. Tammy and Abhijit also dig into the double-edged nature of AI, from its staggering energy demands to its extraordinary potential to democratize access, and why the answer to almost every big question in sustainability lives somewhere in the Goldilocks zone between extremes.Please note that the views expressed may not necessarily be those of NTT DATA.Links: Abhijit Sunil Learn more about Launch by NTT DATASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Strait of Hormuz's closure has driven up prices for fertilizer and diesel, two inputs essential for agricultural production. Considering how farmers pre-buy fertilizer and crops take months to grow, the higher costs may not be fully passed on to consumers until the spring of 2027. Agricultural production will be a bellwether as the Fed waits to see the second-order effects of higher oil prices on broader consumer inflation. In this episode, we talk with Alexis Maxwell, Senior Analyst for Fertilizer with Bloomberg Intelligence, about how the war in Iran is increasing costs for agricultural production, farmers' alternatives to conventional fertilizer, and the energy shock's delayed impact on consumer food prices.

In this episode of FTR's Rail Market Update, host Joseph Towers covers: STB accepts revised UPNS merger application as “Complete”.Procedural merger timeline delayed until certain deficiencies are remedied by Union Pacific and Norfolk Southern.Update on weekly rail traffic 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

Today, it is my pleasure to speak with John Claisse, CEO of Albourne Group, an independently owned, non-discretionary and global investment consultant, providing advice on hedge funds, private equity, private credit, real assets, real estate, and dynamic beta. Founded in 1994, Albourne has over 350 clients with over $750bn invested directly in alternative investments. John is an equity partner and member of Albourne's Executive Committee and chairs the firm's Corporate Planning Council, which comprises Albourne's function and region heads. He helped develop the firm's proprietary risk analytics, was formerly the Senior Analyst for quantitative equity strategies and multi-strategy hedge funds and later headed up the firm's portfolio group. John remains a Portfolio Analyst working with several public and corporate plans, large endowments, and foundations. He also serves on the Advisory Board of the University of Sussex Business School, on the Board of Trustees of Standards Board for Alternative Investments (SBAI), and on the Governing Board of The Robert Toigo Foundation. John, and his firm Albourne, are valued Advisor members of FOX, and we are privileged to have their knowledge and expertise in our membership community. In today's world of major technological, geopolitical, and regulatory disruptions, family offices and their investment teams are facing a crisis of trust. John describes the current context and the challenges family offices experience pertaining to trust in investing. He shares an overview of the various conflicts of interest that exist in today's investing landscape that family offices need to be aware of and prepared to manage. John outlines the different trust-affirming models and practices that family offices can adopt and lean on to find and build trust in today's investing marketplace. There is an emerging ecosystem aimed at promoting greater trust in investing. John talks about the groups and players in the investing landscape who play a role in strengthening investors' trust and confidence in both public and private market mechanisms. Don't miss this illuminating conversation with one of the leading providers of investment advice, research, and mid- and back-office implementations to family offices, as well as public and private institutions.

Listen/Watch the FULL EPISODE ad-free/early on Substack: https://coffeeandamike.substack.com/ Ross Hendricks is a Senior Analyst for Porter Stansberry's Complete Investor and The Trading Club. He talks skepticism of Elon Musk, who benefits from the conflict in the Middle East, data centers, AI bubble, the coming violent oil reckoning, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!   Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com   Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me   Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998   Follow Ross X- https://x.com/Ross__Hendricks?s=20 Website- https://members.porterandcompanyresearch.com/meet-porter-staff/   Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/

What if the future of longevity is less about living longer and more about living better? In the latest episode of Let's Talk Future, Jane Ross speaks with Jay Olson, CFA, Managing Director and Senior Analyst covering Biotechnology at Oppenheimer, about the biotech innovations shaping healthy aging. The conversation explores GLP-1 obesity drugs, preventive medicine, muscle preservation, inflammation, diagnostics, and personalized therapies — and how these developments could help redefine health span.© 2026 Oppenheimer & Co. Inc. Transacts Business on All Principal US Exchanges and is a Member of SIPC. 8942277.1

In this situational briefing, I sit down with John Spencer, Senior Analyst at The MirYam Institute. We analyze recent US naval engagements in the Strait of Hormuz amid the Operation Epic Fury ceasefire, the shifting military dynamics involving Hezbollah in Lebanon, and the broader geopolitical pressures surrounding Iran's nuclear program.  Finally, we debate Gaza's strategic future, contrasting a proposed population relocation to the Sinai Peninsula with the absolute isolation and demilitarization of Hamas.Support the showThe MirYam Institute. Israel's Future in Israel's Hands.Subscribe to our podcast: https://podfollow.com/1493910771Follow The MirYam Institute X: https://bit.ly/3jkeUyxFollow Benjamin Anthony X: https://bit.ly/3hZeOe9Like Benjamin Anthony Facebook: https://bit.ly/333Ct93Like The MirYam Institute Facebook: https://bit.ly/2SarHI3Follow Benjamin Anthony Instagram: https://bit.ly/30m6uPGFollow The MirYam Institute Instagram: https://bit.ly/3l5fvED

Through an expert panel, we explore Indonesia's Islamic finance landscape, spanning banking, capital markets, Takaful, social finance and MSME financing. We examine policy and regulatory priorities shaping a resilient Shariah-compliant ecosystem, alongside strategies to expand financial inclusion and improve access to finance for MSM enterprises. We discuss the growing role of Islamic fintech, collaboration among regulators, institutionsModerator:Nicholas Edmondes, Partner, Trowers & HamlinsPanelists:Anna Kristanty, Senior Vice President of International & Financial Institution Group, PT Bank Syariah IndonesiaChong Jun Wong, Assistant Vice President – Analyst, Financial Institution Group, Moody's RatingsEko Adi Irianto, Deputy Director, Department of Islamic Economy and Finance, Bank IndonesiaMochamad Imron, Senior Analyst, the Directorate of Banking, Financial Market and Other Financing Development, Directorate General of Stability and Financial Sector Development, Ministry of Finance Republic of IndonesiaRahman Hakim, Deputy Director – Islamic Banking Directorate – Shariah Banking Development and Regulation, Financial Services Authority (OJK)

The OCC's 376-page proposed rule under the GENIUS Act is converting stablecoin policy into binding compliance requirements with formal issuer categories. Paxos, BitGo, and Ripple all received OCC trust charter approvals, but a trust charter does not guarantee Fed payment rail access. Klarivis data shows deposit movement from stablecoin-adjacent products is already measurable at community banks. The 26-month application timeline puts anyone starting today against a potential administration change, and sponsor bank programs face new pressure from charter competition and yield-based products.Bank charter confusion, trust charter risks, and Fed Master Account access gaps are creating real problems for fintech operators, sponsor banks, and community bank executives right now. Tedd Huff, CEO of fintech advisory firm Voalyre and founder of Fintech Confidential, and co-host Steve Bishop sit down on Inside the Vault with three former and current regulatory insiders: Syed Raza, former Acting Chief Innovation Officer at the OCC and Managing Director at FTI Consulting; Michele Alt, Co-Founder and Managing Director at Klaros Group; and Ian Moloney, Chief Policy Officer at the American Fintech Council.Find out more1️⃣ Answer four questions before filing: who grants the charter, what powers it includes, what activities are limited, and who examines the institution.2️⃣ Start compliance documentation now; controls, funds flow maps, and exception handling should be ready before the examiner asks.3️⃣ Read the conditions attached to charter approvals; those conditions reveal what regulators did not trust in the application.4️⃣ Align cost sharing, control ownership, and data ownership with your partner before examination forces the conversation.5️⃣ Price the M&A path into your charter strategy; the 26-month timeline means the political window may close before your application clears.Guest LinksSyed RazaFTI ConsultingMichele AltKlaros GroupIan MoloneyAmerican Fintech CouncilSteve BishopFintech ConfidentialPodcast: https://fintechconfidential.com/listenNotifications: https://fintechconfidential.com/accessLinkedIn: https://www.linkedin.com/company/fintechconfidentialX: https://x.com/FTconfidentialInstagram: https://www.instagram.com/fintechconfidentialFacebook: https://www.facebook.com/fintechconfidentialSupportersUnder: Streamline your application and underwriting process by digitizing PDFs for digital signature. under.io/ftcSkyflow: Zero-trust data privacy vault delivered as an API covering PCI, CCPA, GDPR, and SOC 2 compliance. skyflowsecure.comHawk AI: Real-time payment screening, ML transaction monitoring, and dynamic customer risk rating to fight fraud and financial crime. gethawkai.comAbout the GuestsSyed Raza is a Managing Director at FTI Consulting with over 30 years in risk management and regulatory compliance. He previously served as Acting Chief Innovation Officer at the OCC, guiding regulatory policy for fintech licensing.Michele Alt is Co-Founder and Managing Director at Klaros Group. She spent 22 years in the OCC Law Department and advises banks and fintechs on charter applications, regulatory strategy, and bank design.Ian Moloney is Chief Policy Officer at the American Fintech Council. He previously led policy and regulatory affairs at Cross River and served as a Senior Analyst at the U.S. Government Accountability Office.About the Co-HostSteve Bishop is Founder and Chief Ally at amBaaSsador, an education and advisory platform focused on embedded finance and Banking-as-a-Service for financial institutions.About the HostTedd Huff, CEO of fintech advisory firm Voalyre and host of Fintech Confidential. Fintech Confidential is a production of DD3 Media, bringing you the people, tech, and companies that change how you pay and get paid.Chapters00:00 Episode Highlights00:36 Welcome to Fintech Confidential03:31 Sky Flow: Building Fast and Secure (Sponsor)04:33 What a Charter Means07:06 OCC Rules and Stablecoins09:43 Why Trust Charters Boom13:50 Under.io: AI-Powered Onboarding & Risk Verification (Sponsor)14:20 Fed Master Account Gap17:59 Sponsor Banking Under Pressure22:15 What to Watch Next25:28 Action Steps and Wrap27:50 Hawk.ai: AI-Driven Financial Crime Detection (Sponsor)28:36 Disclaimer#bankcharter #trustcharter #fintech #occ #stablecoin #geniusact #fedmasteraccount #sponsorbank #baas #fintechregulation #communitybank #bankingcompliance #fintechpolicy #occcharter #depositinsurance #stablecoinyield #bankholding

James Anderson recently joined NEWSMAX at the Market Movers Conference in New York City to discuss the growing momentum behind gold, silver, and the broader commodities market. During the interview, we covered why he believes precious metals are still in the early stages of a major bull market and how global economic uncertainty continues driving demand for physical bullion. He also shared my thoughts on inflation, commodity supercycles, industry portfolio allocation recommendations, and why gold and silver remain important tools for long-term wealth preservation. It was a great conversation covering both market fundamentals and the geopolitical forces shaping the future of precious metals. Listen to the full interview to hear my latest outlook on where the gold and silver markets may be headed next.

Live at SATshow 2026, Constellations is joined by Blane Boynton, SVP of Product Management and Development at SES, Andrew Cavalier, Senior Analyst at ABI Research and Greg Quiggle, SVP of Product Management at Kratos to unpack how satellite industry players are weaving 5G NTN into their long-term strategies. Listen to find out how competitive pressure is accelerating ground system transformation and how early implementations point towards commercial readiness.

In this episode of FTR's Rail Market Update, host Joseph Towers covers:Responses to the UP-NS merger applicationDick Kloster's road to the STBWeekly rail traffic 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

Is global power built on tanks and treaties, or trade and technology? Introducing your view of the global economy through the lens of geopolitics, GeoEconomic Lens. In this exclusive clip from ClubGPF's Podcast+, Senior Analyst and Chief GeoEconomist Antonia Colibasanu joins host Christian Smith for a primer on geoeconomics and the new offering, the vulnerabilities of global economic interdependence, and the distinction between static and dynamic power.  Learn more about GeoEconomic Lens and get access to our inaugural issue for FREE, available now: https://geopoliticalfutures.com/lens/introducing-lens/

All Home Care Matters and our host, Lance A. Slatton were honored to welcome Elizabeth Field as guest to the show.   About Elizabeth Field, Chief Operating Officer at the Elizabeth Dole Foundation:   Elizabeth Field joined the Elizabeth Dole Foundation in February 2024 as its first Chief Operating Officer. Prior to that, she served as a Senior Executive Director in the Government Accountability Office's (GAO) Defense Capabilities and Management Team, where she led a broad body of work related to military quality-of-life issues, as well as defense management, business operations, and reform.   A recognized expert on the Department of Defense, she has testified several times before Congress, and her work has been featured by various news outlets, including National Public Radio, CNN, and The New York Times. Before joining GAO in September 2017, Ms. Field served as Chief of Staff and Senior Advisor to the Under Secretary of State for Civilian Security, Democracy, and Human Rights. Ms. Field also previously served as Assistant Inspector General for Audits and Inspections at the Office of the Special Inspector General for Afghanistan Reconstruction, which was charged by Congress with conducting audits, inspections, and investigations to improve the effectiveness and efficiency of the Afghanistan reconstruction effort and to detect and deter waste, fraud, and abuse.   Ms. Field's first tenure with GAO lasted from 2002-2010, during which she worked primarily as a Senior Analyst in the International Affairs and Trade Team and conducted fieldwork in the Middle East, Africa, Asia, and Latin America. From 2000-2001, she served as a Jacob K. Javits Fellow on the Public Health Subcommittee of the U.S. Senate Committee on Health, Education, Labor, and Pensions. Ms. Field holds a Master's Degree in Public Policy from Duke University and a Bachelor's Degree in History from Davidson College, where she graduated cum laude.   The proud daughter of an Army veteran, she lives in Washington, D.C. with her two sons, Graham and Henry (a West Point cadet), and their rescue dog, Maisie.     About the Elizabeth Dole Foundation:   The Elizabeth Dole Foundation is the preeminent organization empowering, supporting, and honoring our nation's 14.3 million military and veteran caregivers—the spouses, parents, family members, and friends who care for America's wounded, ill, or injured service members and veterans. Established by Senator Elizabeth Dole in 2012, the Foundation works to empower military and veteran caregivers, their families, and their communities through programs, partnerships, and advocacy that drive innovative, impactful, and sustainable solutions.   About the 11th Annual National Convening:   Registration is now open for the Elizabeth Dole Foundation's 11th Annual National Convening – and you won't want to miss it!   Join us on May 19, 2026, in Washington, D.C., at the iconic Ronald Reagan Building and International Trade Center, where leaders, advocates, and caregivers from across the country will come together for a powerful day of connection, conversation, and action. If you are unable to join us in-person, you can register for virtual attendance using the same link.   Last year, Convening attendees helped us begin to develop the National Blueprint for Action—a practical, solutions-driven roadmap designed to strengthen support for the 14.3 million military and veteran caregivers nationwide. Now, as we officially launch that Blueprint, we commit to act—bringing together caregivers, business and industry leaders, and policymakers to advance a nationwide Culture of Caregiving. Inspired by thought-provoking plenary speakers, you will participate in interactive working sessions and breakout discussions to learn how you can make a difference.   In-person attendees will also experience our dynamic Innovation Expo, featuring more than 30 organizations across military and veteran services, healthcare, and beyond. There, explore valuable resources, spark meaningful connections, enjoy a complimentary headshot, and take a moment for yourself at our chair massage station.  

This week's episode features Alon Olsha, Senior Analyst for Metals & Mining at Bloomberg Intelligence, in conversation with host Adrian Pocobelli about recent developments in the coal market. Olsha discusses the closure of the Strait of Hormuz, shifting coal trade flows, the fuel's continued importance in supporting energy supplies, particularly in Asia, and its role as a feedstock for petrochemical products. All this and more with host Adrian Pocobelli. “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

May 7, 2026 - Join us for a discussion with Sarah Laderman, Senior Analyst for Open Nuclear Network, a PAX sapiens programme, on the rollout of a recent series of reports examining North Korea's nuclear program. In conversation with policy director Jonathan Corrado, Laderman discusses a myriad of findings on North Korea's nuclear fuel cycle and weaponisation capabilities, including the research project's development of innovative methodologies to assess an otherwise opaque program. The discussion reviews the high-level findings and unpacks implications for verification, monitoring, and diplomacy. More information on the project findings can be found here. This Global Affairs Canada funded research project was led by VERTIC, in partnership with CNS and RUSI, assisted by Open Nuclear Network. This program is made possible by the generous support of the Korea Foundation and The Korea Society's individual and corporate members. For more information, please visit the link below: https://www.koreasociety.org/policy-and-corporate-programs/2153-north-korea-nuclear

Robinhood missed earnings, is Coinbase next? On this episode of Public Keys at the New York Stock Exchange, hosted by Jennifer Sanasie, Tether has proposed merging 21 Capital, Strike, and Elektron Energy into a single publicly listed Bitcoin company spanning accumulation, payments, and mining. Earnings season is here: Robinhood just posted a 47% drop in crypto revenue alongside a 320% surge in events contracts. Dan Dolev, Senior Analyst covering FinTech and Payments at Mizuho, breaks down what those numbers mean and what he's watching when Coinbase reports this week. Latin America's largest Bitcoin treasury company, OranjeBTC, just launched an American Depositary Receipt giving US investors direct access. Chairman Josh Levine explains why Brazil is one of the world's most natural Bitcoin markets. Plus, Visa and WeFi are merging traditional banking and blockchain rails. WeFi co-founder Reeve Collins, who also co-founded Tether, explains what that means for the future of global payments. - Timecodes: 00:00 Welcome to Public Keys 00:30 Tether Proposes 3-Way Bitcoin Mega-Merger 02:02 Robinhood Earnings: Mizuho's Dan Dolev 03:49 Prediction Markets and Retail Demand 06:13 Robinhood Price Targets: Bull, Base, Bear 07:35 Coinbase Earnings Preview: Take Rates in Focus 10:03 OranjeBTC's Josh Levine on US ADR Launch 13:27 Stablecoins vs Bitcoin as Store of Value 14:54 The Future of Bitcoin Treasury Companies 15:56 Bitcoin Price Outlook: $300K-$500K in 5 Years 17:17 "Zero Bitcoin Is An Active Choice" 19:34 WeFi's Reeve Collins on Visa Partnership 23:20 Tether Co-Founder on Stablecoin Evolution 24:27 Stablecoin Regulation and Yield Wars 27:32 Why Every Ecosystem Will Issue Its Own Coin - This episode was hosted by Jennifer Sanasie.

Explosions rocked Mali's capital on April 25 as rebels carried out coordinated attacks across the country. Mali’s defence minister was killed along with his wife and children when an attacker struck their home. With Bamako under siege and the military leadership briefly disappearing from view, who is really behind the violence in Mali? In this episode: Beverly Ochieng, Senior Analyst, Control Risks Episode credits: This episode was produced by Marcos Bartolomé and Sarí el-Khalili with Spencer Cline, Tuleen Barakat, and our host, Malika Bilal. It was edited by Tamara Khandaker. Our sound designer is Alex Roldan. Our video editors are Hisham Abu Salah and Mohannad al-Melhem. Alexandra Locke is The Take’s executive producer. Connect with us: @AJEPodcasts on X, Instagram, Facebook, and YouTube

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 the deeper implications of Somalia's new election crisis. They discuss the looming electoral standoff as President Hassan Sheikh Mohamud's term is set to expire on 15 May, and why this latest dispute could prove more fateful than previous election crises. They unpack tensions between Mogadishu and federal member states over constitutional changes, elections and the future of Somalia's federal system. They look at the looming end of the African Union stabilisation mission and what that will mean for coordinating collective support for the federal government's war with Al-Shabaab. They discuss the rivalries among external powers and how these risk exacerbating Somalia's own internal fissures. Hosted on Acast. See acast.com/privacy for more information.

It's YOUR time to #EdUp with Karen Becker, Senior Analyst, The Tambellini GroupIn this episode, recorded LIVE from the Ellucian Live 2026 conference in Denver, Colorado,YOUR host is Dr. Jodi BlincoListen in to #EdUpThank YOU so much for tuning in. Join us on the next episode for YOUR time to EdUp!Connect with YOUR EdUp Team - ⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Elvin Freytes⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dr. Joe Sallustio⁠⁠⁠⁠⁠● Join YOUR EdUp community at ⁠The EdUp Experience⁠We make education YOUR business!P.S. Want access to the only intelligence platform built exclusively from presidential conversations in higher education? Join EdUp Leadership!

It's YOUR time to #EdUp with ⁠Novita Rogers, Senior Analyst, The Tambellini GroupIn this episode, recorded LIVE from the Ellucian Live 2026 conference in Denver, Colorado,YOUR cohost is Nandini Khedkar, Senior Director of Corporate Strategy & Research, EllucianYOUR host is Dr. Jodi BlincoListen in to #EdUpThank YOU so much for tuning in. Join us on the next episode for YOUR time to EdUp!Connect with YOUR EdUp Team - ⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Elvin Freytes⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dr. Joe Sallustio⁠⁠⁠⁠⁠● Join YOUR EdUp community at ⁠The EdUp Experience⁠We make education YOUR business!P.S. Want access to the only intelligence platform built exclusively from presidential conversations in higher education? Join EdUp Leadership!

James Seyffart didn't expect Morgan Stanley to do this. Now he's watching to see if BlackRock blinks. Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges.  Get started at http://nexo.com/unchained Ether.fi is giving Unchained listeners 15% cashback on food and ride apps — and that's on top of the 3% you get on everything else.  Your bank is charging you to use your own money. Laura switched and loves her card! Go to ether.fi/unchained to claim your offer.  Bitcoin's application layer, Citrea, launched its mainnet, expanding Bitcoin's utility to privacy, lending, BTC yields, and more. Citrea enables: cBTC: The first trust-minimized Bitcoin on a fully programmable platform. ctUSD: A native stablecoin for Bitcoin, allowing for unified liquidity. Bitcoin Capital Markets bringing demand, and utility to the Bitcoin Network. Explore the Citrea Ecosystem. ======================================================== When Morgan Stanley launched MSBT this week, it didn't just become the first major US bank to issue its own spot Bitcoin ETF — it became the cheapest one on the market, undercutting BlackRock's iBIT by 11 basis points. For a firm not known for fee competition, that surprised even close ETF watchers.  James Seyffart, senior analyst at Bloomberg Intelligence, has spent years tracking how wirehouses have slowly warmed to Bitcoin products. He joins Laura Shin to discuss what MSBT's launch says about where institutional crypto adoption is heading, whether Morgan Stanley's 16,000 advisors and $7 trillion in assets could meaningfully shift flows, and why Seyffart now sees inaction on crypto as the active choice, not the safe one, for portfolio managers.  Plus: Strategy's $14.5 billion loss, Saylor keeps buying, and why MSTR's S&P 500 question is now entirely a Bitcoin price story. Host: ⁠Laura Shin⁠, Host / Unchained Guest: ⁠⁠⁠⁠⁠⁠⁠⁠⁠James Seyffart, Senior Analyst, Bloomberg Intelligence Learn more about your ad choices. Visit megaphone.fm/adchoices