Podcasts about senior research analyst

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie sits down with Michael Tannenbaum, CEO of Figure Technology Solutions, to unpack the company's record quarter, its self-described "Rule of 150," and why it sees blockchain as a standardization engine for capital markets. Then, Lance Vitanza, Managing Director and Senior Research Analyst at TD Cowen, explains why the 2026 digital asset treasury shakeout has clarified the model rather than broken it—and what separates the companies built to last from the rest. Plus, Sid Coelho-Prabhu, Head of Coinbase Business, breaks down Coinbase's bet on AI agent payments, why stablecoins like USDC are emerging as the currency of agentic commerce, and how the x402 protocol could reshape the way businesses get paid. - Learn more at bullish.com. - Register now for CoinDesk's Policy and Regulation event on September 22, 2026: policy-regulation.coindesk.com. - To get market-moving news delivered daily, download CoinDesk's mobile app: linktr.ee/coindeskapp. - Chapters/Timecodes: 00:00 Welcome to Public Keys 00:20 Figure's Record Quarter and the "Rule of 150" 00:50 Figure CEO Michael Tannenbaum Joins 04:05 Figure as the "Fannie Mae of Blockchain" 06:44 Cutting Diligence Costs and Fighting Loan Fraud 08:10 Unlocking $35 Trillion in US Home Equity 09:57 Responding to the Morpheus Research Report 12:16 The Digital Asset Treasury Shakeout of 2026 12:55 TD Cowen's Lance Vitanza Joins 15:00 Why Strategy Is Built for a Bitcoin Bear Market 17:02 Strive, Smarter Web and Nakamoto in the Win Column 20:00 Treasury Companies vs. Spot Bitcoin ETFs 23:19 Coinbase Bets on Payments from AI Agents 23:41 Coinbase Business Head Sid Coelho-Prabhu Joins 24:45 How AI Agents Are Already Spending Money 27:03 Why Stablecoins Are Winning Agentic Payments 30:25 Inside the x402 Payment Protocol 32:06 What Still Needs Solving in Agentic Payments

Should you buy a property now, or wait until interest rates come down? It sounds like a simple question. The answer might surprise you. Junge Ma, Senior Research Analyst at InvestorKit, built a real model comparing two scenarios: buying now with negative cashflow, versus waiting two years for lower rates and better cashflow. Same market conditions, same assumptions where she tracks the actual wealth outcome five years out. She also breaks down what to do if your borrowing capacity doesn't stretch to your ideal market right now, including a look at townhouses as a stepping-stone strategy. This is a must-watch for anyone stuck between buying now or holding off for a "better" moment. CHAPTERS: 0:00 - Introduction 1:38 - Scenario 1: Buying Now 4:51 - Scenario 2: Waiting 2 Years 8:04 - What If Your Borrowing Capacity Has Dropped? 9:47 - The Townhouse Alternative 16:03 - The Real Question to Ask

The Texan's Reporter Isaiah Mitchell sat down with Dr. Lindsey Hendren, Senior Research Analyst for ReconMR, to discuss the August 7 Texas Pulse poll on statewide races in Texas, including for U.S. Senate, governor, and attorney general. Hendren breaks down the data, from how respondents feel about the candidates' strengths and weaknesses to their overall opinion on the state of the country.

9:05 – 9:22 (17mins) Weekly: Rob Bluey - President and Executive Editor of The Daily Signal @RobertBluey @DailySignal 9:25 – 9:37 (12mins) Weekly Feature: "THAT’S CRAP!!" 9:41 – 9:56 (15mins) MRC Guests: Bill D'Agostino, Senior Research Analyst, NewsBusters@newsbusters @Banned_BillMRC-AUDIO14-Media Whitewash Socialist Candidates with Fuzzy ‘Progressive’ BrandingSee omnystudio.com/listener for privacy information.

9:05 – 9:22 (17mins) Weekly: Rob Bluey - President and Executive Editor of The Daily Signal @RobertBluey @DailySignal 9:25 – 9:37 (12mins) Weekly Feature: "THAT’S CRAP!!" 9:41 – 9:56 (15mins) MRC Guests: Bill D'Agostino, Senior Research Analyst, NewsBusters@newsbusters @Banned_BillMRC-AUDIO14-Media Whitewash Socialist Candidates with Fuzzy ‘Progressive’ BrandingSee omnystudio.com/listener for privacy information.

John Burn-Murdoch, Chief Data Reporter der Financial Times, hat es auf den Punkt gebracht: „Wir sind von der Welt des Einkommens in die Welt des Vermögens übergegangen.“ (a.d.Eng./Red.) Das mittlere Vermögen der Haushalte in Großbritannien, den USA, Deutschland und Frankreich hat sich seit Mitte der 1990er real verdoppelt. Die mittleren Einkommen sind im selben Zeitraum nur um rund 30 Prozent gestiegen. Wer sich vor einer Generation vom unteren ins obere Vermögensquartil sparen wollte, brauchte 20 Jahre. Heute braucht man 40.Genau in diesem Rahmen liegt auch der neue Bericht zum Vermögenspreisindex des Flossbach von Storch Research Institute. Er dokumentiert, dass die Vermögenspreise in Deutschland seit 2005 um 75 Prozent gestiegen sind, die Reallöhne aber nur um 15 Prozent. Die Verteilungswirkung ist brutal: Die untere Mittelschicht hat in 20 Jahren einen Vermögenspreisanstieg von 17 Prozent erlebt, die wohlhabendsten Haushalte einen von 86 Prozent.Über diese Analyse und ihre Folgen spricht Daniel Stelter mit dem Wirtschaftsmathematiker und Senior Research Analyst beim Flossbach von Storch Research Institute in Köln, Dr. Philipp Immenkötter.Hinweis ABSTURZ – So retten wir Deutschland: das neue Buch von Daniel Stelter. Jetzt überall, wo es Bücher gibt. Auch bestellbar bei Thalia, Amazon, geniallokal.HörerserviceBeitrag We've moved from income world to wealth world (31.07.2026) von John Burn-Murdoch in Financial Times (Bezahlschranke): https://tinyurl.com/3ctwbkxsAnalyse Vermögenspreise steigen weiter – Vermögenspreisindex Deutschland Q1-2026 (26.05.2026) von Philipp Immenkötter, Flossbach von Storch Research Institute: https://tinyurl.com/543hhc7dMonatsbericht Vermögen und Finanzen privater Haushalte in Deutschland: Ergebnisse der Vermögensbefragung 2023 (April 2025) der Deutschen Bundebank: https://tinyurl.com/mrkw2m4h beyond the obvious – Neue Analysen, Kommentare und Einschätzungen zur Wirtschafts- und Finanzlage finden Sie unter think-bto.com.Newsletter – Den monatlichen bto-Newsletter abonnieren Sie hier.Redaktionskontakt – Wir freuen uns über Ihre Meinungen, Anregungen und Kritik unter podcast@think-bto.com.Handelsblatt – Ein exklusives Angebot für alle „bto – beyond the obvious – featured by Handelsblatt”-Hörer*innen: Testen Sie Handelsblatt Premium 4 Wochen lang für 1 Euro und bleiben Sie zur aktuellen Wirtschafts- und Finanzlage informiert. Mehr erfahren Sie unter: https://handelsblatt.com/mehrperspektivenWerbepartner – Weitere Informationen zu den Angeboten unserer aktuellen Werbepartner finden Sie hier. Hosted on Acast. See acast.com/privacy for more information.

Tamworth has quietly become one of Australia's best performing regional markets, posting 19% growth in the past 12 months alone. But population growth is slowing, vacancy rates are edging higher, and affordability is deteriorating. So what's actually driving the growth, and does it have room left to run? Junge Ma, Senior Research Analyst at InvestorKit, breaks down Tamworth's market pressure across 10 charts covering demographics, sales conditions, rental conditions, & affordability and gives a clear 6-12 month outlook for the market. This is a must-watch for anyone trying to work out whether a market that's already run hard still has momentum left. CHAPTERS: 0:00 - Introduction 1:29 - Market Overview & Cycle Position 2:18 - Demographics & Economic Conditions 4:14 - Sales Market Conditions 6:04 - Long-Term Growth & Supply 7:39 - Rental Market Conditions 9:20 - Affordability 10:37 - 6-12 Month Outlook

Higher interest rates. Negative gearing changes. CGT discount changes. SMSF changes. It's a fair question right now: is property still worth it in 2026? Junge Ma, Senior Research Analyst at InvestorKit, breaks down why the answer is still yes and more importantly, what type of market is actually positioned to perform in this new environment. She walks through three regional markets currently showing the exact characteristics resilient markets share right now. This is a must-watch for anyone wondering whether to wait for a "better time" to start. CHAPTERS: 0:00 - Introduction 2:52 - Market #1: Wagga Wagga 6:50 - Market #2: Ballarat 10:02 - Market #3: Launceston 12:54 - What Resilient Markets Have in Common

Podcast: Nexus: A Claroty Podcast (LS 32 · TOP 5% what is this?)Episode: Jessica Ji on Frontier AI Models and CybersecurityPub date: 2026-07-28Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationJessica Ji, a Senior Research Analyst at Georgetown's Center for Security and Emerging Technology and its CyberAI Project, joins the Nexus Podcast to discuss how frontier AI models such as Claude Mythos are changing cybersecurity for practitioners and policymakers alike. Jessica works closely with policymakers in the U.S. government. She discusses how they view AI models' offensive and defensive capabilities, the need for a long-term strategy on AI and cybersecurity, and the disparate incentives between private AI companies such as Anthropic and OpenAI and the government as these models are developed and deployed. Subscribe and listen to the Nexus Podcast here.   The podcast and artwork embedded on this page are from Claroty, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Australia's new property tax changes are about to reshape investor behaviour. But will every market feel that shift equally? Let's find out... Junge Ma, Senior Research Analyst at InvestorKit, breaks down the four biggest risks investors should be watching in this new environment and explains why understanding these risks matters more than understanding the tax changes themselves. This is a must-watch for any investor trying to work out where the new rules actually change the game, and where they don't. CHAPTERS: 0:32 - Introduction 1:12 - Risk #1: Low Yield & Holding Sustainability Risk 4:10 - Risk #2: Investor Concentration Risk 7:45 - Risk #3: New Supply & Vacancy Risk 11:26 - Risk #4: Profit Taking Risk

Jessica Ji, a Senior Research Analyst at Georgetown's Center for Security and Emerging Technology and its CyberAI Project, joins the Nexus Podcast to discuss how frontier AI models such as Claude Mythos are changing cybersecurity for practitioners and policymakers alike. Jessica works closely with policymakers in the U.S. government. She discusses how they view AI models' offensive and defensive capabilities, the need for a long-term strategy on AI and cybersecurity, and the disparate incentives between private AI companies such as Anthropic and OpenAI and the government as these models are developed and deployed. Subscribe and listen to the Nexus Podcast here.   

Welcome back to the Alt Goes Mainstream podcast.We sat down with Vista Equity Partners' Senior Managing Director, Co-Head of Flagship Fund, Monti Saroya. We were live from Berlin, which becomes the “capital of private capital” in June as private equity industry leaders make the annual pilgrimage to the city for one of the marquee private equity conferences, SuperReturn Berlin.With Prosek Partners and former Bloomberg TV journalist Deirdre Bolton as my producer, along with her team, we took over a Tiny Space cabin to hold big conversations with some of the industry's leading alternative asset managers.Vista Equity Partners has been a pioneer in enterprise software investing. They have been at the forefront of every major technology platform shift, whether it was on-prem to cloud, the adoption of enterprise software, and now the agentification of the enterprise with AI.The $103B AUM scaled specialist software investor has dedicated its efforts to building “mission critical” enterprise software companies that organizations can't live without.Monti has had a front-row seat in building and developing both infrastructure and software that the technology industry can't live without. He brings to bear the perspective of someone who lived through the early days of the internet from his time at Cisco Systems and Siebel Systems. Through this lens, and drawing on his experience investing in enterprise software companies since joining Vista in 2008, Monti is able to make sense of where, how, and why AI will be adopted within the enterprise, and what it means for both operators and investors.This conversation with Monti was one of the most illuminating conversations I've had on AI recently. He pieced together so much of what is happening in AI today, covering:The different layers of AI adoption.Why “harness” companies can be valuable.Where AI agents are having the most impact on a business.Why open source is the next wave of the AI buildout.The Linux lesson for AI.Why Monti is so excited about the firm's investment in SambaNova.Do “harness” companies have a moat?Why the moats for many AI companies might surprise you.Why sovereign AI is the next big thing.BioMonti Saroya joined Vista Equity Partners in 2008 and is Co-Head of the Vista Flagship Fund and sits on its Investment Committee.Additionally, Monti serves as a member of Vista's Executive Committee, the firm's governing and decision- making body for matters affecting its overall management and strategic direction, and Vista's Private Equity Management Committee, the firm's decision-making body for matters affecting Vista's overall private equity platform.Monti is also the Co-Chief Executive Officer of VistaOne, Vista's evergreen private equity vehicle, and serves on the Investment Committee. Monti helps lead Vista's artificial intelligence initiatives, driving the firm's approach to AI adoption through strategic partnerships and the deployment of AI-enabled infrastructure and capabilities across the platform and portfolio ecosystem.He currently sits on the boards of Acumatica, Allvue Systems, Avalara, Cloud Software Group, Duck Creek, Finastra, Infoblox, Playlist, Smartsheet, Solera, among others. Monti was actively involved in the firm's investments in Apptio, Cvent (NASDAQ: CVT), Datto (formerly NYSE: MSP), Marketo, PowerSchool (formerly NYSE: PWSC), SumTotal, The ACTIVENetwork, and Transfirst, among others.Prior to Vista, Monti worked as a Senior Research Analyst for JMP Securities, where he provided research for buy-side clients on public on-demand (SaaS) companies. Monti previously worked as an Associate on the enterprise software/applications team. Before JMP, Monti worked at Siebel Systems in a sales capacity for the CRM On Demand division. Prior to Siebel, Monti worked for Cisco Systems in various operations roles.Thanks, Monti, for sharing your wisdom, expertise, and passion about AI, enterprise software, and technology transformations.Show Notes00:00 Intro: Live from SuperReturn00:10 Meet Monti Saroya00:20 Why AI Matters Now00:41 Career Origins Cisco00:57 Building Internet 1.0 01:21 Infrastructure Before Apps01:25 From Compute to Giants01:38 AI as New Buildout01:56 Internet 1.0 Lessons02:17 Change Slower Then Bigger02:48 Consumer Adoption First03:08 What We Underestimate03:26 AI Like Electricity03:41 Three Layer AI Stack04:03 Cloud Providers Layer04:15 App Layer Value Capture04:26 What Is the App Layer04:41 Software Needs Humans05:25 Agents System of Action05:53 Where Agents Impact Today06:20 Engineering Productivity Gains07:29 Augment Not Replace07:51 Rearchitecting With AI08:16 Harnesses Around Intelligence09:17 Routing Cuts Compute Cost09:26 Model Choice and Governance10:55 Enterprise Goals Drive AI11:51 Workflow Context Is Key12:47 SambaNova Compute Economics14:27 Token Subsidies Ending15:39 Open Source Next Wave16:02 Linux Lesson for AI17:03 Deploying Is the Hard Part17:40 Vista Agentic Factory18:42 Avoiding Services Trap19:05 Where Value Gets Created19:32 NeoCloud Inference Centers20:21 Harness Companies and Moats21:05 Enterprise Software Reality Check21:51 CFOs Demand ROI Metrics22:44 Word Association Game23:15 Workflow Specific Future23:48 Sovereign AI Is Coming24:24 Wrap Up and Thanks

Strong population growth. Low vacancy rates. Low unemployment. Most investors have seen these numbers and still picked the wrong market. Junge Ma, Senior Research Analyst at InvestorKit, breaks down why the go to metrics can create what she calls "fake data" when examined without the full picture, walking us through four of the most common misunderstandings in property data analysis and how a single metric, on its own, can point investors in completely the wrong direction. If this sparked something, this episode is a must watch for anyone making data-driven property decisions.

9:25 – 9:37 (12mins) Weekly Feature: “THAT’S CRAP!!” 9:41 – 9:56 (15mins) Bill D'Agostino, Senior Research Analyst, NewsBusters MRC-Jake Tappers Coverage of Lindsey Grahams Death is Tainted by TDSMRC-Nobody On Earth Hates America More Than American Journalists DoSee omnystudio.com/listener for privacy information.

9:25 – 9:37 (12mins) Weekly Feature: “THAT’S CRAP!!” 9:41 – 9:56 (15mins) Bill D'Agostino, Senior Research Analyst, NewsBusters MRC-Jake Tappers Coverage of Lindsey Grahams Death is Tainted by TDSMRC-Nobody On Earth Hates America More Than American Journalists DoSee omnystudio.com/listener for privacy information.

Australia's 5% deposit scheme was supposed to make home ownership more accessible, and it did, to a point. But a bigger question has been lurking beneath the headlines: did expanding the scheme in October 2025 actually push property prices higher? Junge Ma, Senior Research Analyst at InvestorKit, digs into the lending data and property market figures to find out what really happened. Can we believe the media headlines that say the October 2025 expansion of the 5% deposit scheme triggered a widespread property boom, or do first-home buyers simply represent too small a fraction of the market to shift national property trends? Watch the full episode and discover exactly which areas moved and which ones were unaffected.

In this episode, researcher and author Ben Lorber unpacks the complex, deeply polarized conversations surrounding anti-Jewish bigotry today. We break down why politicians conflate anti-Zionism with antisemitism, how to distinguish principled criticism of Israel from genuine hate speech, and whether ADL data gives us an accurate picture of the crisis. Finally, Ben shares a roadmap for building safety through intersectional solidarity, offering crucial advice for activists fighting for Palestinian liberation.Ben Lorber is a Senior Research Analyst at Political Research Associates and the co-author of *Safety Through Solidarity: A Radical Guide for Fighting Antisemitism*. Veteran movement organizer and writer, he specializes in monitoring far-right movements, antisemitism, and white Christian nationalism.See Jerusalem Declaration on Antisemitism here: https://jerusalemdeclaration.org/Support our work at Across the Divide: PatreonFollow Across the Divide for more on ⁠Instagram: ⁠ Instagram

“You buy the hiring platform, and then you don't have these AI workflows enabled... here you are three, four years later. You're still not able to do that.”— Nicole MundyEpisode OverviewIn this episode I'm joined by Nicole Mundy, Senior Research Analyst at Talentech Labs — a research and advisory firm that helps its enterprise clients evaluate and procure hiring technology systems.Nicole brings a valuable perspective to the table because she sees the dynamic between vendor and buyer up close and personal. When combined with my experience in this same realm from the science side- our discussion shines light on the reality of what is happening in AI tech adoption for TA.Topics Discussed & Key Insights1. Companies are buying AI hiring tools at scale — and then leaving them switched off.Among the world's top enterprise organizations, Nicole estimates a surprisingly small amount are actually using AI to automatically assess active applicants.Why?Approvals never come - Companies buy the platform intending to enable the AI, “once the right approvals are in place- but years often pass without any change.Pilots underperform - Big companies test these tools and often conclude they can't really use them, or they just didn't work.Lack of solid ROI evidence - Despite the best intentions- most companies do not do the follow up work needed to demonstrate the impact of these tools on the bottom line. Legal ambiguity freezes decisions - With regulations constantly in flux, risk management often takes priority over business needs.2. Validation is misunderstood and absent.What vendors without I/O science guidance call validation isn't what legal compliance actually requires.* Vendors are quick to speak about the validity of their solution and talk endlessly about validating their AI models — running statistical checks that the model predicts consistently and de-biasing its outputs across groups. This is purely empirical work.* But that's IT-style validation. It confirms the system runs as built; it says nothing about whether the tool is fair or job-related* Validation for legal compliance, and sound science, demands a blend of rational and empirical work to document the job-relatedness of any tool used to make employment decisions3. “Skills” are everywhere, and nowhere.Skills-based hiring is the headline everyone wants. The problem is what counts as a skill.* Most platforms apply the “skill” label with no objective framework to define it. A skill ends up being little more than a tag like “Excel” or “communication”* The definitions behind these labels are usually poorly organized and loosely constructed. * There is no connection between the skills a platform claims to measure and any outcome on the job. Without that link, there is nothing for a buyer to trust or defend.* The companies doing skills-based hiring well are not buying one vendor and flipping a switch. They run multi-year programs: define the skills objectively, inventory what the organization has against what it needs, curate tools carefully on the front end, and collect assessment data at multiple points.4. Cheating is a zero-sum game, so let's change the rulesAI-assisted candidate fraud, from AI completing assessments to coaching candidates through interviews, is driving enterprises toward more dynamic evaluation that is harder to game. But chasing detection is largely a losing battle.* Trying to catch and block AI use is whack-a-mole. It's a zero-sum game, and it's frustrating, because the tools keep getting better and the detection never really gets ahead* There's a more useful way to think about it. People are going to use AI on the job, so why not let them use it in the application process in a controlled way? The question stops being “did they use AI” and becomes “how well do they use it”* Most large organizations are still just trying to get visibility on how much cheating is happening and what it looks like, which says how early everyone is on this.* Across the approaches Nicole sees, one thing tends to hold up whether a process is locked down or fully AI-assisted: competency-based follow-up questions that make candidates explain their own reasoning in their own words.Final TakeawayEnterprise isn't slow on AI in hiring because it doesn't understand the technology. It's slow because the tools are bought on vendor claims that were never reviewed against real science, and the danger only becomes clear once the tool is in play. The companies getting it right aren't chasing tools. They're building programs, science first. Held to that bar, many of the tools on the market today wouldn't survive the review, and the ones that would wouldn't be sitting switched off. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit charleshandler.substack.com

9:05 – 9:22 (17mins) Weekly: The Heritage Foundation - Rob Bluey - President and Executive Editor of The Daily Signal @RobertBluey The Heritage Foundation @Heritage Heritage.org 9:25 – 9:37 (12mins) Weekly Feature: “THAT’S CRAP!!” 9:41 – 9:56 (15mins) MRC guest: Bill D'Agostino, Senior Research Analyst, NewsBusters @newsbustersMRC-TVNews Networks Waste Nearly 7 Hours on the Lincoln Memorial Reflecting Pool MRC-UPDATE-TVNews Networks Waste Nearly 10 Hours on the Lincoln Memorial Reflecting Pool MRC-OMISSION:Networks Practically BURY Chicago’s Violent Father's Day WeekendSee omnystudio.com/listener for privacy information.

Are Australia's regional property markets finally running out of steam, or is there still heat left in the oven? With regional values having surged since 2021, it's tempting to write off the regions as overcooked. But Junge Ma, Senior Research Analyst at Investor Kit, breaks down 20 years of data to show that regional markets have largely been catching up to capital cities, not overheating. Across eight markets in WA, SA, Queensland, NSW, Victoria, and Tasmania, the data tells a far more nuanced story of accelerating price growth, pointing to continued momentum in many locations. If you’re serious about spotting the next wave before it becomes obvious, this is where to start. Watch the full breakdown and see which regional markets still have room to run. Then decide whether you’re following the headlines or the data.

Why is one Melbourne suburb consistently outperforming expectations, yet almost nobody is talking about it? Sitting quietly, but flying completely under the radar of most buyers and investors. Junge Ma, Senior Research Analyst at InvestorKit, digs into the data to find out whether that silence is a signal worth paying attention to. Despite low buyer interest scores, high crime statistics, limited lifestyle amenity, and a 17% unemployment rate, this area's property data tells a surprisingly different story. House prices grew 12.1% in the past year, and over 20 years, long term capital growth has tracked above the broader SA3 average. The fundamentals, it turns out, don't care about reputation. This episode is a masterclass in separating noise from signal. If you're serious about finding undervalued markets before the crowd arrives, watch the full breakdown and explore whether suburbs like this belong in your strategy.

In this episode of Occupied Thoughts, FMEP Fellow Ahmed Moor speaks with analyst Ben Lorber about the definition of antisemitism today and how it compares to Islamophobia as well as the dynamics around finding common cause with white nationalists.  See also "Joe Kent, who resigned over the Iran war, is not your ally" (Religion Dispatches, April 2026, by Kate Bitz, Elianna Boskoff, and Ben Lorber);  Ben Lorber works as a Senior Research Analyst at Political Research Associates a progressive thinktank focusing on antisemitism and white nationalism. He is also the co-author of Safety through Solidarity: A Radical Guide to Fighting Antisemitism (2024). Ahmed Moor is a Palestinian-American writer born in Gaza and a Fellow at FMEP. He is an advisory board member of the US Campaign for Palestinian rights, co-editor of After Zionism (Saqi Books) and is currently writing a book about Palestine. He also currently serves on the board of the Independence Media Foundation. His work has been published in The Guardian, The London Review of Books, The Nation, and elsewhere. He earned a BA at the University of Pennsylvania and an MPP at Harvard University. You can follow Ahmed on Substack at: https://ahmedmoor.substack.com and on X at @AhmedMoor. Original music by Jalal Yaquoub.

Would you invest in a $150,000 property with nearly 9% rental yield, or is this exactly the kind of deal you should be avoiding? In this episode, Junge Ma, Senior Research Analyst at InvestorKit, breaks down the data behind Broken Hill, one of Australia’s most affordable property markets. While the numbers may look attractive on the surface, she explains how a shrinking population, reliance on a single industry, and volatile vacancy rates create serious long-term risks for investors. Before chasing high yields, understand the fundamentals that actually drive long term growth and stability. Watch the full episode to learn how to spot yield traps and avoid costly mistakes in your portfolio.

9:05 – 9:22 (17mins) Weekly: The Heritage Foundation - Rob Bluey - President and Executive Editor of The Daily Signal @RobertBluey The Heritage Foundation @Heritage Heritage.org 9:25 – 9:37 (12mins) Weekly Feature: “THAT’S CRAP!!” 9:41 – 9:56 (15mins) Bill D'Agostino, Senior Research Analyst, NewsBustersMRC-Column-The New York Times Hunts for an Anonymous White Male DissidentMRC-POLITICOPoll Shows Strong Support for Key Elements of SAVE America ActSee omnystudio.com/listener for privacy information.

9:05 – 9:22 (17mins) Weekly: The Heritage Foundation - Rob Bluey - President and Executive Editor of The Daily Signal @RobertBluey The Heritage Foundation @Heritage Heritage.org 9:25 – 9:37 (12mins) Weekly Feature: “THAT’S CRAP!!” 9:41 – 9:56 (15mins) Bill D'Agostino, Senior Research Analyst, NewsBustersMRC-Column-The New York Times Hunts for an Anonymous White Male DissidentMRC-POLITICOPoll Shows Strong Support for Key Elements of SAVE America ActSee omnystudio.com/listener for privacy information.

Die deutschen Gesundheitsausgaben haben 2024 mit 538,2 Milliarden Euro einen neuen Rekord erreicht – 12,4 Prozent des Bruttoinlandsprodukts, ein Plus von 37,4 Milliarden gegenüber 2023. Für 2025 schätzt das Statistische Bundesamt 579,5 Milliarden, ein weiterer Anstieg um 7,7 Prozent. Wir geben pro Kopf 6.444 Euro pro Jahr aus, mehr als jede vergleichbare europäische Volkswirtschaft. Und trotzdem: Die Lebenserwartung ist niedriger als in Frankreich oder Italien, der Rückstand zu Westeuropa hat sich seit den 2000er-Jahren sogar vergrößert. Am Geld kann es also nicht liegen. In dieser Episode spricht Daniel Stelter mit Neurochirurg Prof. Dr. Alexander Muacevic, Gründer und Leiter des Europäischen Radiochirurgie Centrums München (ERCM) über Hochpräzisionsmedizin und was sie über das deutsche Gesundheitswesen lehrt; über die Trennung zwischen ambulant und stationär, die konkurrierenden Krankenkassen, die Bürokratie und die fehlende Digitalisierung. Vor allem aber über ein Thema: das Paradox eines Systems, das die bessere und billigere Behandlung nicht zulässt – weil es nach falschen Anreizen gebaut ist. Das Gespräch zeigt: Mehr Geld in das System zu kippen, ist genau die falsche Antwort.Hinweis ABSTURZ – So retten wir Deutschland: das neue Buch von Daniel Stelter. Jetzt überall, wo es Bücher gibt. Auch bestellbar bei Thalia, Amazon, geniallokal.HörerservicePressemitteilung Gesundheitsausgaben im Jahr 2024 auf 538 Milliarden Euro gestiegen des Statistischen Bundesamtes (2.4.2026): https://is.gd/QEuYqj Fachartikel Sterblichkeitsentwicklung in Deutschland im internationalen Kontext im Bundesgesundheitsblatt (April 2024): https://is.gd/GrNhisFachartikel How does health spending in the U.S. compare to other countries? auf dem Online-Portal Health System Tracker (März 2026) von Peterson-KFF: https://is.gd/qeIQzt Bericht Health at a Glance 2023 — Health expenditure per capita der OECD: https://is.gd/eJCX6qEssay Langlebigkeit, ein herausforderndes Geschenk (September 2025) von Dr. Sven Ebert, Versicherungsmathematiker, Senior Research Analyst am Flossbach von Storch Research Institute: https://is.gd/bwGu1e 21 Vorschläge zum Bürokratieabbau (März 2026) der Kassenärztlichen Bundesvereinigung (KBV): https://is.gd/GO3B7V bto REFRESH #376 Die mutlose Gesundheitskommission: https://is.gd/QUasBfbeyond the obvious – Neue Analysen, Kommentare und Einschätzungen zur Wirtschafts- und Finanzlage finden Sie unter think-bto.com.Newsletter – Den monatlichen bto-Newsletter abonnieren Sie hier.Redaktionskontakt – Wir freuen uns über Ihre Meinungen, Anregungen und Kritik unter podcast@think-bto.com.Handelsblatt – Bis zum 13. Mai 2026: Unabhängiger Journalismus und Meinungsfreiheit sind keine Selbstverständlichkeiten. Zum Tag der Pressefreiheit gibt es deshalb beim Handelsblatt ein besonderes Angebot: 12 Monate Zugang mit 50 % Rabatt. Alle Infos unter handelsblatt.com/pressefreiheitWerbepartner – Informationen zu den Angeboten unserer aktuellen Werbepartner finden Sie hier. Hosted on Acast. See acast.com/privacy for more information.

James Seyffart, Senior Research Analyst at Bloomberg Intelligence, sat down with us at the Solana Policy Institute's Summit to discuss Morgan Stanley's Bitcoin ETF, BlackRock's potential altcoin ETFs, outlook on the crypto ETF market, and much more.Brought to you by

Send us Fan MailGlobalization and global trade have been a top topic of discussion of late. In this episode I talk with Chris Brigham, a Senior Research Analyst at Bernstein, on their recent research piece Trading Places - The Future of Global Trade. We discuss the key findings of the research and if the current state of the Middle East and Iran impact his conclusions. We discuss how companies are thinking about supply chains and what investors should do within portfolios. Chris also shares his views of currency and the US Dollar as the world's reserve currency.With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation.

Amazon recently announced a $400 million investment in water infrastructure in Louisiana as part of its $12 billion data center expansion. In this episode, Dr Vishal Wagholikar, Senior Research Analyst, examines what this signals about the growing intersection between AI infrastructure, cooling technologies, and water systems.As hyperscale data centers scale into the gigawatt range, managing heat, water use, and community infrastructure is becoming a critical challenge — and increasingly, cloud companies are stepping into the role of infrastructure developers.Analyst Alerts are part of the BlueTech Intelligence Platform membership.If you'd like to receive these signals from the water technology market each week, you can learn more about Analyst Insights at bluetechresearch.com.--Presented by BlueTech Research®, Actionable Water Technology Market Intelligence. Watch the trailer of Our Blue World: A Water Odyssey. Get involved, and learn more on the website: braveblue.world

Join Alex Tapscott as he decodes the world of crypto with special guest James Seyffart, Senior Research Analyst at Bloomberg Intelligence. Listen in as they break down why ETF flows keep accelerating despite a choppy macro backdrop, how the "ETF wrapper" is expanding beyond plain-vanilla index exposure into active, options-based, and leveraged products, what the latest flow data is signaling about sector rotation (energy, materials, and industrials leading), why esoteric filings like prediction market ETFs are gaining momentum, and what's actually happening under the hood in crypto ETFs—outflows, inflows, basis trade dynamics, and the evolving debate around where Bitcoin's value accrues as stablecoins and other rails dominate payments.

Chris Murray welcomes in Robert Stilson, a Senior Research Analyst from the Capital Research Center. He runs several of CRC’s specialized projects. Originally from Indiana, he has a B.A. from Hanover College and a J.D. from University of Richmond School of Law, where he graduated magna cum laude.See omnystudio.com/listener for privacy information.

What to Watch in Carbon Markets and CCUS in 2026Host: Alex Cameron, Founder & CEO, Decarb ConnectGuests: - Peter Albin, Senior Research Analyst, Carbon Markets – Wood Mackenzie- Stephanie Chiang, Senior Research Analyst, CCUS – Wood MackenzieAfter a turbulent year for climate policy, carbon markets and CCUS, what actually changed and what matters going into 2026?In this episode, Alex Cameron is joined by Wood Mackenzie experts Peter Albin and Stephanie Chiang to unpack the real state of carbon markets and carbon capture after a year dominated by political shifts, policy delays and mixed signals. Moving beyond headlines, the discussion focuses on where momentum is holding, where it is stalling, and how companies should think about business models, pricing, and investment risk across regions.From compliance carbon pricing and offsets to CCUS hubs, cross-border projects and removals, this conversation is about separating signal from noise and understanding what is commercially viable now, not just theoretically possible.Key takeaways: ·       Why 2025 looked like backsliding, but still delivered structural progress·       Where compliance carbon pricing is expanding and where political limits are showing·       How CCUS business models are evolving, and why hubs matter more than ever·       The growing role of cross-border carbon transport and storage·       What is changing in carbon offset markets as quality and governance tighten·       Why removals will matter, but not yet at scale without further support·       How corporates are shifting from transition narratives to balance-sheet reality Show links: Read Woodmac's what to look for in 2026 pieces across carbon policy, carbon markets and CCUSExplore Woodmac's data and analysis platform, Lens CarbonView Stephanie and Peter's professional profiles and researchConnect with Alex Cameron, Founder & CEO of Decarb Connect and learn more about our network, podcast and events Learn more about Decarb ConnectOur global membership platform, events and facilitated introductions suppo...

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

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

AI progress is often measured by the number of pilots launched, but this episode argues the real unit of progress should be how many AI use cases are reliably in production and embedded into everyday systems. Shalini Kapoor distinguishes AI innovation (models, chips, and breakthroughs) from AI adoption, emphasizing that adoption is frequently harder because it demands institutional integration, behavior change, and clear accountability—especially when AI advice affects livelihoods, health outcomes, or legal decisions.Tanvi Lall explains “pilot purgatory” as the frustrating middle state where use cases never move beyond controlled deployments. She shares how recurring barriers—compute constraints within real institutions (not just cloud credits), fragmented workflows, late-stage safety design, lack of sustained funding, and weak organizational readiness—prevent diffusion. The conversation highlights the UCAF approach to defining a use case as a commitment to improve a specific outcome for a specific persona in a specific context, and why trust and accountability are as central as the technology layer.The episode also explores “horizontal enablers” that make scale possible—data readiness, multilingual language support, voice interfaces for last-mile access, workforce integration, and guardrails. A detailed example (Mahavistar in Maharashtra) illustrates what scaling can look like when government partnership, data pipelines, voice infrastructure, safeguards, and long-term funding align. Finally, the guests look ahead to what AI adoption in India could look like over the next five years, arguing that the most impactful AI will feel “ordinary”—quietly embedded into routine decisions—supported by shared adoption infrastructure rather than one-off pilots.Episode ContributorsNidhi Singh is a Senior Research Analyst at Carnegie India.Shalini Kapoor is the Chief Strategist for Data and AI at the EkStep Foundation. Her work focuses on building practical pathways for AI adoption, with emphasis on institutional integration, accountable systems, and population-scale impact.Tanvi Lall is the Director for Strategy at People Plus AI. Her work focuses on AI use cases, adoption barriers, and developing frameworks that help move AI from pilots to sustained deployment and real-world outcomes. 00:00 Introduction to AI Adoption Challenges01:37 Understanding AI Adoption vs. Innovation04:55 Pilot Purgatory: The Stagnation of AI Projects08:48 Fragmented Adoption: Real-World Examples12:13 Barriers to AI Adoption: Mindset and Behavior Change16:01 Defining Good AI Use Cases20:00 Horizontal Enablers for AI Success26:26 Case Study: Mahavistar's Impact on Farmers34:34 Future of AI Adoption in India40:29 Optimism for AI Diffusion and AdoptionReadingsAI Adoption Journey for Population Scale by Shalini Kapoor and Tanvi Lall Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

Iranian security forces have escalated from pellet guns to live ammunition during the ongoing protests across the country, drastically increasing deaths that could be as high as over 10-thousand casualties. The situation for protesters seemed to shift after authorities imposed internet blackouts and cut off communication outside of the country. The protests have been fueled by anger over economic hardship, with rising prices and inflation but has expanded into a call for the end of Ayatollah Khomeini's rule and the return of exiled Crown Prince Reva Pahlavi who supports a secular-democracy. FOX's Eben Brown speaks with Khosro Isfahani, Senior Research Analyst at the National Union for Democracy in Iran (NUFDI), who says the fall of this regime is just a matter of time, and explains why the exiled Crown Prince Reza Pahlavi receives so much support. Click Here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices

Iranian security forces have escalated from pellet guns to live ammunition during the ongoing protests across the country, drastically increasing deaths that could be as high as over 10-thousand casualties. The situation for protesters seemed to shift after authorities imposed internet blackouts and cut off communication outside of the country. The protests have been fueled by anger over economic hardship, with rising prices and inflation but has expanded into a call for the end of Ayatollah Khomeini's rule and the return of exiled Crown Prince Reva Pahlavi who supports a secular-democracy. FOX's Eben Brown speaks with Khosro Isfahani, Senior Research Analyst at the National Union for Democracy in Iran (NUFDI), who says the fall of this regime is just a matter of time, and explains why the exiled Crown Prince Reza Pahlavi receives so much support. Click Here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices

Iranian security forces have escalated from pellet guns to live ammunition during the ongoing protests across the country, drastically increasing deaths that could be as high as over 10-thousand casualties. The situation for protesters seemed to shift after authorities imposed internet blackouts and cut off communication outside of the country. The protests have been fueled by anger over economic hardship, with rising prices and inflation but has expanded into a call for the end of Ayatollah Khomeini's rule and the return of exiled Crown Prince Reva Pahlavi who supports a secular-democracy. FOX's Eben Brown speaks with Khosro Isfahani, Senior Research Analyst at the National Union for Democracy in Iran (NUFDI), who says the fall of this regime is just a matter of time, and explains why the exiled Crown Prince Reza Pahlavi receives so much support. Click Here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices

For the first episode in our 2025 Holiday Series we are looking back at our conversation with Augie Ray, Senior Research Analyst and Executive Advisor of Customer Experience at Gartner, about how CX is the most important aspect of marketing and how to focus on customers' unmet needs.

It's YOUR time to #EdUp with Christina Weber,  Biology Honors Student, & Jesse Jacondin, Senior Research Analyst, Brookdale Community CollegeIn this episode, recorded Live from the Middle States Commission on Higher Education⁠ 2025 Annual ConferenceYOUR cohost is Terence Peavy, Lead Vice President for Institutional Field Relations at the Middle States Commission on Higher EducationYOUR host is ⁠⁠Dr. Joe SallustioHow did 1 second semester freshman increase student participation in accreditation from 3% to 21.7% by leading student to student outreach instead of relying on administrators?Why did creating 3 tiers of involvement (working group member, focus group participant & survey respondent) make accreditation accessible to busy community college students?How are students gaining career benefits, networking with presidents & earning potential internships requiring 45 hours per semester through accreditation involvement?Listen 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 to get early, ad-free access & exclusive leadership content to help support the show? Then ⁠⁠​subscribe today​⁠⁠ to lock in YOUR $5.99/m lifetime supporters rate! This offer ends December 31, 2025!

PREVIEW — Jack Burnham — The Hidden Dangers of Chinese AI Deep Seek. John Batchelor speaks with Jack Burnham, a senior research analyst at the Foundation for Defense of Democracy, regarding the Chinese artificial intelligence model Deep Seek. Burnham warns that despite public claims regarding the software's cost efficiency and technical effectiveness, Deep Seek functions strategically as a "back door" providing Chinese leadership direct access to American users' data, devices, and computational infrastructure, posing profound national security risks including potential espionage, intellectual property theft, and surveillance capabilities that exceed publicly disclosed functionalities. 1942

My guest on the show today is Jacob Stephan, Senior Research Analyst at Lake Street Capital Markets. He recently authored a “Crypto Industry” white paper, and I invited him on to break it down. In this episode, Jacob lays out why digital assets have crossed into institutional viability—a “normalization phase” driven by clearer regulation, enterprise-grade infrastructure, and real corporate adoption. We discuss the internet-style adoption curve (crypto at ~7% global penetration), why regulation is the cornerstone of investability (FIT 21 progress, the new FASB fair-value accounting, and pending clarity in the U.S.), and how stablecoins—“dollars with an API”—are emerging as the killer app with multi-trillion settlement volumes. Jacob walks through concrete examples from Visa, Mastercard, and JPMorgan moving beyond pilots to on-chain settlement, and contrasts stablecoins' payment utility with Bitcoin's treasury/“digital gold” role. We also cover the nuanced risks: centralization at the access layer (custody, cloud, compliance), state-by-state regulatory differences, speculative micro-cap “crypto treasury” raises, and why bipartisan momentum reduces—but doesn't eliminate—policy risk. Finally, Jacob shares the “picks and shovels” angle—cloud, fintech/payments, and semiconductors—as scalable ways to participate in the build-out without direct token exposure, and why even low single-digit institutional allocations could materially move the asset class. We discussed a number of crypto currencies in today's episode. Jacob owns SOL, SUI and BTC, and for full disclosure, I also own BTC. For more information about Lake Street Capital Markets, please visit: https://www.lakestreetcapitalmarkets.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

IntroductionHaving previously discussed Talmudic Parables of Wine with Looks with Dr. Elana Stein Hain on episode 133 of The Jewish Drinking Show, there are certainly Talmudic parables involving wine. However, there are also Talmudic parables that use wine and drinking for sexual references, too! Joining the 185th episode of The Jewish Drinking Show to explore these parables is Rabbi Dr. Gail Labovitz.Biography of GuestRabbi Dr. Gail Labovitz is Professor of Rabbinic Literature and former Chair of the Department of Rabbinics for the Ziegler School of Rabbinic Studies. She is the author of two books of rabbinic scholarship and of numerous articles in the areas of rabbinic literature, Jewish law, and feminist studies, including "Is Rav's Wife 'a Dish'? Food and Eating Metaphors in Rabbinic Discourse of Sexuality and Gender Relations", which serves as the catalyst for this episode.Dr. Labovitz has also taught at the Jewish Theological Seminary of America (JTS) and the Academy for Jewish Religion in New York. Prior to joining the faculty at AJU, Dr. Labovitz worked as the Senior Research Analyst in Judaism for the Feminist Sexual Ethics Project at Brandeis University, and as the Coordinator for the Jewish Women's Research Group, a project of the Women's Studies Program at JTS. Rabbi Labovitz served for ten years on the Committee on Jewish Law and Standards of the Rabbinical Assembly, and authored two responsa, as well as participating in a number of other rabbinic and academic committees and activities. Most recently, she has become a member of the first cohort of the new Masters of Fine Arts in Creative Writing program at the Jewish Theological Seminary.SourcesTextual sources for this episode are available here.Beer RecommendationFor the third episode, we welcome Noah Schmutter from New Jersey on for a beer recommendation, having previously appeared on episode 133 and episode 136. Support the showThank you for listening!If you have any questions, suggestions, or more, feel free to reach out at Drew@JewishDrinking.coml'chaim!

Subscribe to the Bits + Bips newsletter: https://unchainedcrypto.com/newsletters/ Check out our sponsor Mantle!  As profitability tightens and competition soars, many Bitcoin mining companies are turning to artificial intelligence and high-performance computing (HPC) to stay relevant. In this week's Bits + Bips, host Steve Ehrlich sits down with John Todaro, Managing Director, Crypto & HPC/AI Equity Research at Needham & Company, and Kevin Dede, Senior Research Analyst at H.C. Wainwright, to unpack the pivot that's reshaping an entire corner of the crypto industry. They discuss how miners are courting AI clients, why Wall Street is suddenly valuing them like data infrastructure plays, and what this means for Bitcoin's long-term security model. The conversation dives deep into hashprice trends, investor signals, power constraints, and whether these companies can truly deliver on the AI promise — or risk stretching too thin. Guests: Kevin Dede, Senior Research AnalystManaging Director of Equity Research at H.C. Wainwright John Todaro, Managing Director, Crypto & HPC/AI Equity Research at Needham & CompanySenior Research Analyst at Needham & Company Timestamps:

My guest on the show today is Doug Porter, Portfolio Manager and Senior Research Analysts at Acuitas Investments. Doug and his team recently published a new white paper titled, "The Case for MicroCap." For most of you listening in, you're already a diehard MicroCap-per, and we've all succumbed to the altar to the merits of hunting in inefficient markets. Having said that, I invited Doug on here to not only remind us why we are here, why we hunt for the best investment ideas in our neck of the woods, but more importantly, in my opinion, to showcase why in 2025, the case for investing in MicroCaps has merit as a place to build wealth and allocate capital. Doug breaks down the structural inefficiencies and long-term opportunity in the micro-cap equity market — a segment that remains largely ignored by big institutions, but continues to be fertile ground for alpha generation. We discuss why micro-caps have historically outperformed in 84% of rolling 30-year periods, the critical role of active management in filtering out the riskiest names, and why Doug believes we're in the early innings of a new cycle that favors smaller companies. Doug also explains how “Stable Operators” — profitable, cash-generating niche businesses — are among the most compelling yet overlooked opportunities in today's market, and why a dedicated micro-cap allocation can offer diversification, M&A upside, and even a liquid alternative to private equity. Finally, we cover Acuitas's approach to identifying skilled micro-cap managers across the globe — and how this ecosystem of small, research-driven funds continues to uncover value where few others are looking. For more information about Doug Porter and Acuitas Investments, please visit: https://acuitasinvestments.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Once known for low-cost production, the Asia-Pacific region now sets the global pace in digital integration, real-time orchestration, and AI-powered operations. From China's consumer-driven factories to Singapore's strategic investment in talent, APAC has created supply chains where data, decisions, and execution move as one. On this week's episode of the podcast, the Zero100 team unpacks what's driving this momentum – and why leaders everywhere can't afford to ignore it. Featuring: Principal Research, Suzanne Lindsay, Senior Research Analyst, Jalen Thibou, and VP, Research, Kelly Coutinho. What's driving APAC's digital edge in supply chain? (00:50) Inside the factories syncing data and decisions at speed (03:19) How real-time orchestration is pushing the region ahead (04:23) Cross-industry collaboration wins in policy, tech, and talent (07:22) The infrastructure powering APAC's smart production model (10:20) When AI meets skilled labor on the factory floor (15:31) The big lessons global supply chain leaders can't afford to miss (18:59)

Today we were thrilled to host Julien Dumoulin-Smith, Managing Director of U.S. Power, Utilities, and Clean Energy Research at Jefferies. Julien joined the firm in July 2024 after serving as a Senior Research Analyst at Bank of America Merrill Lynch and as an Executive Director at UBS. He holds an MBA and a B.S. in Applied Mathematics from Columbia University. Institutional Investor magazine has ranked Julien as a #1 double-ranked analyst in both Utilities and Alternative/Clean Energy, and he was inducted into the II Hall of Fame for his cumulative accomplishments. It was our pleasure to welcome Julien to our office and hear his thoughtful perspectives on the ever-evolving energy and power landscape. In our discussion, we explore Julien's coverage universe, which he describes as “the full electron and derivatives landscape” spanning utilities, IPPs, renewables, gas plants, industrial adjacencies, and service providers. We discuss the influx of new investors entering power and utilities, Julien's observation that the biggest surprise isn't data center proliferation, but rather how tech companies are paying premiums for power to secure supply, and how utilities once seen as “defensive” are now showing growth characteristics. We touch on the tension between tech companies' need for rapid, large-scale power and their reluctance to become capital-intensive or FERC-regulated, why we're not seeing more long-term offtakes with existing power plants and how state level politics play into it, and how legacy players, new entrants, and regulators are all adapting to a power market being reshaped by AI demand, infrastructure bottlenecks, and novel deal structures. Julien shares that rising inflation across the economy is showing up in utility bills and expresses concern that LNG developers or data centers could be scapegoated for higher gas and power prices. He highlights the parabolic rise in the value of capacity and reliability, the drivers of power inflation including turbine shortages and rising capital costs, whether utilities are properly incentivized to control costs, the role of demand-response mechanisms, and how regulatory and state-level actions are shaping markets. We cover power market scenarios for high and low demand cases, the role of innovation in batteries, fuel cells, and other technologies, and the tension between patching existing systems versus building large-scale infrastructure. We also discuss constraints on ramping renewables, the growing influence of behind-the-meter power, implications for Q3 earnings, and much more. We covered a lot of territory and greatly enjoyed the conversation. To be added to Julien's research distribution list, click here. To start the show, Mike Bradley noted that markets continue to be mostly focused on the U.S. Government shutdown. The 10-year bond yield continues to trade sideways at ~4.1% with economic reports on pause until the government reopens. Internationally, Japan's Liberal Democratic Party elected Sanae Takaichi (who is viewed as fiscally expansionary), which some believe increases the risk of an unwind of the long-standing Yen carry trade. The S&P 500 is up roughly 80bps since the government shutdown, with Healthcare and Technology outperforming. He highlighted AMD's chip deal with OpenAI, which added roughly $70B in market cap, and Oracle's pullback on AI cloud margin concerns. On the crude oil market front, WTI price has increased modestly this week due to OPEC+ announcing a smaller than expected ~135kbpd oil production increase for November. While this could widen the 2026 surplus, traders are weighing when and how prices might react amid limited OPEC spare capacity. On the energy equity front, he pointed out FERMI America's strong IPO debut and continued investor enthusiasm for electricity generation. He ended by flagging the upcoming Rockpoint Gas Storage IPO (280bcf in Canada &

We are back with the latest Going Public with Evercore's Glenn Schorr.On this episode of Going Public, we unpack the rollercoaster of the past few months in private markets for alternative asset managers. Private markets is much more than private equity — and this episode dives into nuances of specific strategies and what it means for alternative asset managers' businesses.We discussed:Will the exit environment for private equity improve?Are animal spirits back in markets — and what does it mean for exits?Why and how private markets is more than private equity and private real estate.Why the wealth channel has been a contributor to alternative asset manager growth.How are banks responding to the expanding reach of private credit?Why private real estate could be a compelling category going forward, with 90%+ of real estate being privately owned.Making private markets more public — with expert analysisAlt Goes Mainstream has partnered with an expert who has seen the evolution of alternative asset managers from their early days.Glenn Schorr is a Senior MD and Senior Research Analyst at Evercore ISI, where he covers brokers, banks, asset managers, and trust banks as an analyst. He has covered financials since 2000 and started coverage of alternative asset managers when the first firms went public.He's consistently come up as one of the most thoughtful and well-respected analysts in the space. He balances deep research with a creative flair (just read one of the titles of his research reports and you can see his love of the game). He's been named to Institutional Investor's All-America Research Team for his coverage, most recently ranking #2 and runner up in 2023, #1 and #2 in 2022. Prior to Evercore, Glenn was a Senior MD at Nomura, serving as the lead financials analyst. Listen in as Glenn shares market stories, the evolution of alternative asset managers as businesses, the biggest and most exciting trends in private markets based on what the industry's largest players are doing, and we go “around the horn” for his analysis on the publicly traded firms. Show Notes00:00 Introduction and Countdown00:15 Introduction to Alt Goes Mainstream00:48 Meet Glenn Schorr: Wall Street Analyst02:08 Market Trends and Earnings Season02:15 Impact of Tariffs and Market Activity03:20 M&A and IPO Activity03:35 Private Equity and Market Dynamics04:34 Optimism in the Market06:11 Fundraising and Stock Prices06:52 Private Credit and Infrastructure08:31 Scale and Diversification10:19 Perpetual Capital and Investor Mindset13:51 Mega Trends and Long-Term Investments15:50 Real Estate and Market Cycles17:14 Long-Term View on Asset Managers20:04 Fee Structures and Performance24:15 Wealth Channel and Operational Challenges26:17 Institutional vs. Retail Investors28:41 Public vs. Private Markets31:01 Ceiling on Capital Raising31:42 Stewardship and Capacity Management33:03 Private Credit Market33:27 Direct Lending Market33:43 Competitive Banking Landscape33:55 Current State of Direct Lending34:22 Private Credit Market Expansion34:52 Investment Grade Private Credit36:19 Banks vs. Private Credit37:39 Banks' Adaptation Strategies38:53 Private Credit Market Size41:01 Insurance and Private Markets41:44 Apollo's Insurance Strategy43:45 Insurance Balance Sheet Power44:32 Insurance and Wealth Channels44:54 Private Wealth Return Hurdles46:47 Product Innovation in Private Markets47:00 Alternative Asset Managers' Strategies49:43 Wealth Channel Product Choices50:39 Approval Process for Wealth Platforms52:29 Third-Party Evaluators in Private Markets53:28 Convergence of RIAs and Investment Consultants54:15 Distribution Strategies for Asset Managers55:39 Servicing and Education in Private Markets56:16 Segmenting the Wealth Channel56:43 Morgan Stanley's Advisor Strategies57:45 Notable Developments in Private Markets59:19 Optimism in Financial Markets01:00:39 Concluding Thoughts and Future OutlookEditing and post-production work for this episode was provided by The Podcast Consultant.Company Coverage and DisclosuresEvercore ISIGlenn Schorr| Ticker | Company | AAMI | Acadian Asset Management | APO | Apollo Global Management, Inc. | BAC | Bank of America Corporation |   | Glenn Schorr holds a long position in equity securities of Bank of America Corporation.| BK | Bank of New York Mellon Corp. |   | Bank of New York Mellon Corp. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Bank of New York Mellon Corp. in the last 12 months. |   | Evercore ISI or an affiliate has received compensation from Bank of New York Mellon Corp. for investment banking services in the last 12 months. |   | Glenn Schorr holds a long position in equity securities of Bank of New York Mellon Corp.| BLK | BlackRock, Inc. |   | BlackRock, Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to  BlackRock, Inc. in the last 12 months. |   | Evercore ISI or an affiliate expects to receive or intends to seek compensation for investment banking services from BlackRock, Inc. within the next three months. |   | Glenn Schorr holds a long position in equity securities of Blackrock Inc.| BX | Blackstone, Inc. |   | Blackstone, Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Blackstone, Inc. in the last 12 months. |   | Evercore ISI or an affiliate expects to receive or intends to seek compensation for investment banking services from  Blackstone, Inc. within the next three months. |   | An employee, employee's immediate family member, director or consultant of Evercore ISI or one of its affiliates (but not the covering research analyst or a member of the covering research analyst's household)is an officer, director or advisory board member of Blackstone, Inc.. |   | Evercore ISI or an affiliate has received compensation from Blackstone, Inc. for investment banking services in the last 12 months. |   | Analyst has a financial interest in a private equity fund managed by Blackstone, Inc.. |   | Glenn Schorr holds a long position in equity securities of Blackstone, Inc. |   | A member of Benjamin Rubin's household holds a long position in equity securities of Blackstone, Inc. | OWL | Blue Owl Capital, Inc | C | ...

Max Meizlish, a senior research analyst, highlights how Chinese money laundering networks are fueling America's fentanyl epidemic by cleaning drug proceeds for Mexican cartels. These networks also enable wealthy Chinese nationals to bypass capital controls and move money out of China. Between 2020 and 2024, the Financial Crimes Enforcement Network (FinCEN) tracked over $312 billion in suspicious activity linked to these networks. Meizlish suggests the Chinese Communist Party might be aware of, or even permit, some of this activity, especially if it benefits its members. He advocates for targeting Chinese chemical precursor companies and using economic sanctions to combat this issue. 1966 Retry

Episode 539 of the Sports Media Podcast with Richard Deitsch features Michael Nathanson, a Founding Partner & Senior Research Analyst at MoffetNathanson and Robert Fishman, a senior research analyst at Michael Nathanson. Their firm is a leading independent equity research publisher focusing on the most important companies across the Technology, Media and Telecom landscape. In this podcast, Fishman and Nathanson discuss ESPN acquiring NFL Network and other league-owned media assets in exchange for a 10% equity stake in ESPN; why they believe the deal strengthens ESPN's negotiating posture with distributors; whether the deal gives Disney a heads up on NFL rights in future negotiations; the NFL Network as an asset in carriage negotiations; YouTube's sports ambitions; the TKO Group and Paramount signing a seven-year, $7.7 billion rights agreement; how consumers should view Netflix when it comes to its sports acquisitions; FOX One and how it relates to sports; the Pay TV universe continuing to shrink, and more. You can subscribe to this podcast on Apple Podcasts, Spotify, and more. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices