Podcasts about senior research analyst

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Best podcasts about senior research analyst

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Latest podcast episodes about senior research analyst

Experience Better: The CX Podcast
Navigating Outages and Driving Sustainability: A Roadmap for Utilities

Experience Better: The CX Podcast

Play Episode Listen Later May 7, 2025 30:49


Explore how utilities can enhance communication, build trust, and engage customers more effectively during crises and beyond with Part Two of this intriguing discussion with experts from Chartwell Inc. Shaun Jackson, Senior Vice President of Marketing at KUBRA, hosts this discussion, featuring special guests Steve Waters, Director of Councils, and Casey Collins, Senior Research Analyst. This engaging episode examines actionable strategies for improving outage communication, fostering sustainability engagement, and evolving the utility-customer relationship from a service provider to a trusted advisor. This episode showcases best practices and innovative ideas for utilities to strengthen customer connections, from leveraging transparency and empathy during outages to creating impactful environmental programs.

Dig Deep – The Mining Podcast Podcast
The Impact of Geopolitical and Macroeconomic Factors on Gold Prices

Dig Deep – The Mining Podcast Podcast

Play Episode Listen Later May 7, 2025 30:44


In this episode, we chat with Krishan Gopaul, Senior Research Analyst at the World Gold Council, who are the authority on Gold. They explore the unique gold market and industry research, producing analysis, commentary, and insights on the precious metal to improve the understanding, access, and trust in the yellow metal. Krishan has been with the World Council for over 14 years and is here today to give us an update on their latest Gold Demands Trend report for the first quarter of this year, some of the main drivers of gold at the moment, investor demand, and the activities of the central banks, and more. KEY TAKEAWAYS In the first quarter of 2025, total gold demand increased by 1% to 1,206 tonnes, marking the highest first quarter of gold demand since 2016. Investment demand, particularly from gold ETFs, was a significant driver of this increase. The main drivers for gold demand included macroeconomic factors such as inflation concerns and geopolitical uncertainties. Central banks continued to be a major source of demand, with ongoing purchases contributing to the overall support for gold prices. Retail investment in gold, particularly in bars and coins, saw a 3% year-on-year increase in the first quarter. This growth was driven by heightened uncertainty in the market, prompting both institutional and retail investors to seek gold as a safe haven asset. Central banks have been net buyers of gold since 2010, with significant purchases continuing into 2025. Emerging market central banks, such as those in Poland and China, were noted as key purchasers, maintaining a robust demand for gold. Jewellery demand faced pressure due to rising gold prices, with a 21% year-on-year decline in consumption. However, the value of gold jewellery sales increased by 40% year-on-year, indicating that consumers were spending more despite purchasing less volume, reflecting a shift towards viewing jewellery as an investment. BEST MOMENTS "We saw total gold demand in the first quarter up 1% to 1,206 tonnes, the highest first quarter of gold demand that we have seen since 2016." "In times of heightened uncertainty, gold tends to perform well; people see it as a safe haven asset." "Central banks have been net buyers of gold since 2010, and this trend is likely to persist." "Jewellery consumption was down 21% year on year, unsurprisingly given the rapid increase in price that we've seen." VALUABLE RESOURCES Mail: rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X: https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast Web: http://www.mining-international.org This episode is sponsored by Hawcroft, leaders in property risk management since 1992. They offer: Insurance risk surveys recognised as an industry standard Construction risk reviews Asset criticality assessments and more Working across over 600 sites globally, Hawcroft supports mining, processing, smelting, power, refining, ports, and rail operations. For bespoke property risk management services, visit www.hawcroft.com GDT Q1 2025 Press Release: https://bit.ly/3YwykqH GDT Trends Q1 2025 Report: https://bit.ly/3ERvS7z GUEST SOCIALS https://www.gold.org/ https://www.linkedin.com/in/krishan-gopaul-32576114/ https://www.gold.org/goldhub/research/gold-demand-trends/gold-demand-trends-q1-2025 ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.

Mark Reardon Show
Lindbergh flight, Missouri Lt. Governor, Grafton Mayor, Sue's News 5-1-25 (Full Show)

Mark Reardon Show

Play Episode Listen Later May 1, 2025 106:32


Today on the show with Mike Elam filling in he is joined by Bill D'Agostino, Senior Research Analyst for the Media Research Center's Newsbusters joins to talk about the most surprising from Trump first 100 days and more. Missouri Lt. Governor David Wasinger joins Mike Elam to talk about the things that he thinks needs to be changed and more. George Rosenthal, Owner of Throttlenet joins the show to discuss the best ways to protect passwords and more. Grafton Mayor Mike Morrow joins to talk about the unveiling of the first bronze statue in Grafton's new National Memorial of Military Ascent and his desire to get the Grafton ferry to run all year long. Erik Lindbergh, Aviator and Adventurer; Chairman of the Board of the Charles and Anne Morrow Lindbergh Foundation, Co-Founder and Executive Chairman of VerdeGo Aero talking about the plans for the 100th anniversary of his grandfathers flight and aviation now. We also have Sue's News and an audio cut of the day.

Mark Reardon Show
Most surprising from first 100 days is no positive remark about Pete Hegseth

Mark Reardon Show

Play Episode Listen Later May 1, 2025 14:16


Bill D'Agostino, Senior Research Analyst for the Media Research Center's Newsbusters joins Mike Elam to talk about the most surprising from Trump first 100 days and more.

Mark Reardon Show
Mike Waltz fired? Surprise from Trump first 100 days (Hour 1)

Mark Reardon Show

Play Episode Listen Later May 1, 2025 34:55


Mike Elam is filling in today and starts the show talking about reports that Trump fired Mike Waltz just for him to have a new title. Bill D'Agostino, Senior Research Analyst for the Media Research Center's Newsbusters joins to talk about the most surprising from Trump first 100 days and more. Finally, Sue picked the music today.

CanadianSME Small Business Podcast
AI & Service Management Revolution

CanadianSME Small Business Podcast

Play Episode Listen Later Apr 28, 2025 22:41


Welcome to the CanadianSME Small Business Podcast, hosted by Maheen! In today's episode, we dive into the transformative impact of artificial intelligence on business operations, service management, and job stability. We're joined by Mahmoud Ramin, Senior Research Analyst at InfoTech Research Group, who shares his extensive knowledge on AI-driven improvements in service management, the latest trends in conversational AI, and how AI automation is reshaping the workforce.Mahmoud discusses how AI is revolutionizing service management, the challenges businesses face when implementing AI, and strategies to overcome these hurdles. He also delves into the conversational AI trends, debunks common misconceptions about chatbots and virtual assistants, and highlights the jobs most at risk due to AI-driven automation.Key Highlights:AI's Role in Service Management: How AI is transforming service management processes and driving efficiency.AI-Driven Automation Strategies: The most critical strategies for organizations to enhance service efficiency through AI.Conversational AI Trends: Latest developments in AI-powered chatbots and virtual assistants and common misconceptions businesses have.Impact of AI on Jobs: What employees need to know about job stability and which job roles are most vulnerable to automation.Navigating the AI Future: How businesses and individuals can strategically adapt to the evolving AI landscape.Special Thanks to Our Partners:RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.htmlUPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWAIHG Hotels and Resorts: https://businessedge.ihg.com/s/registration?language=en_US&CanSMEGoogle: https://www.google.ca/For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

In The Den with Mama Dragons
Combating the Rise of Extremism

In The Den with Mama Dragons

Play Episode Listen Later Apr 14, 2025 79:19 Transcription Available


Send us a textToday In the Den, we're tackling a topic that's both unsettling and urgent: the rise of extremism, and how it's targeting our young people across the spectrum of identity. We'll also talk about solutions; exploring how we can recognize the signs of radicalization along with tools and strategies we can use to counteract these harmful messages and foster empathy, critical thinking, and inclusivity in the next generation.Special Guest: Lydia Bates Lydia Bates (she/her) is the Senior Program Manager of Partnerships at the Southern Poverty Law Center. Her work focuses primarily on equipping communities with the tools and information they need to help young people build resilience against supremacist ideologies. Prior to moving into this role, Ms. Bates was a Senior Research Analyst at SPLC, monitoring several hate groups and ideologies. She has a M.A. in Ethics, Peace, and Global Affairs from American University. Special Guest: Cynthia Miller-IdrissDr. Cynthia Miller-Idriss is a Professor in the School of Public Affairs and in the School of Education at the American University in Washington, DC, where she is also the founding director and chief vision officer in the Polarization and Extremism Research and Innovation Lab (PERIL). Dr. Miller-Idriss regularly testifies before the U.S. Congress and briefs policy, security, education and intelligence agencies in the U.S., the United Nations, and other countries on trends in domestic violent extremism and strategies for prevention and disengagement. She is the author, co-author, or co-editor of seven books, including her most recent book, Man Up: The New Misogyny and the Rise of Violent Extremism (Princeton University Press, 2025) and Hate in the Homeland: The New Global Far Right (Princeton University Press, 2022).Links from the Show:Link to “Not Just a Joke” report: https://www.splcenter.org/resources/reports/peril-understanding-preventing-gender-sexuality-bigotry/ Report from the Trevor Project: https://www.thetrevorproject.org/resources/guide/how-to-signal-you-are-an-ally-in-hostile-environment/ Find SIECUS here: https://siecus.org/contraceptive-coercion-access-and-sex-education/ Find Safe Bae here: https://safebae.org/ Join Mama Dragons here: www.mamadragons.org In the Den is made possible by generous donors like you. Help us continue to deliver quality content by becoming a donor today at www.mamadragons.org.Connect with Mama Dragons:WebsiteInstagramFacebookDonate to this podcast

America's Talking
Have Americans Lost Trust in the Media?

America's Talking

Play Episode Listen Later Apr 13, 2025 10:30


On this episode of America's Talking, Casey Harper, D.C. Bureau Chief for The Center Square, is joined by Bill D'Agostino, Senior Research Analyst for the Media Research Center. They discuss the public's declining trust in the media and specific examples of stories the media got wrong.Support this podcast: https://secure.anedot.com/franklin-news-foundation/ce052532-b1e4-41c4-945c-d7ce2f52c38a?source_code=xxxxxx 

AfterGate
Ep 5.4 - Atit Amin

AfterGate

Play Episode Listen Later Apr 12, 2025 80:50


Alvin and German conduct a great conversation with Fintech Investor at Pivot Investment Partners, Atit Amin, '08. Atit works at the cutting edge of finance and tech, backing transformative companies that are changing the game at the intersection of wholesale finance and enterprise software. At Pivot, he helps founders scale businesses that have already proven product-market fit and are ready to grow with the right strategic partner. Before his current role, Atit gained a wealth of experience in the finance world—serving as a Senior Research Analyst at CEB, an Accounting Analyst at Chartis, and a Summer Analyst at NDC Capital Partners. He even got his start with an early internship at Lloyds TSB. He's also an active member of the CFA Society New York, demonstrating his continued commitment to the financial industry. At Colgate, Atit was an editor for The Colgate Maroon-News and earned his Bachelor's degree in International Relations and Affairs.

Rod Arquette Show
The Rod and Greg Show: Glad American Overloads Getting Fired; Higher Ed Foundation Bankrolling Activists; Tarrifs

Rod Arquette Show

Play Episode Listen Later Apr 8, 2025 91:54 Transcription Available


4:20 pm: Bill D'Agostino, Media Editor and Senior Research Analyst at the Media Research Center joins the program for a conversation about how the media handled reports of the deportation of an El Salvadoran man in the country illegally.4:38 pm: David Craig, Legal Director for the Foundation for Government Accountability joins the show to discuss his piece for USA Today on how the federal layoffs are causing outrage amongst the left.6:05 pm: John D. Sailer, Senior Fellow and Director of Higher Education Policy for the Manhattan Institute joins Rod and Greg to discuss his piece for the City Journal on how the Mellon Foundation is funding radical activists in higher education.

The Media Show
Impact of Adolescence drama, Nintento Switch 2 launch, The Young Turks

The Media Show

Play Episode Listen Later Apr 2, 2025 57:26


We explore the impact of the hit Netflix drama, Adolescence, which has sparked national debate over boys' media consumption and online misogyny. Katie talks to Cenk Uygur, founder of US progressive network The Young Turks and, on the afternoon it's released, we get the lowdown on Nintendo's long-awaited Switch 2 console. Guests: Claire Holubowskyj, Senior Research Analyst, Enders Analysis; Dr Marcus Gilroy-Ware, Lecturer in Creative Digital Media SOAS, University of London; Oli Dugmore, Editor, Joe; Cenk Uygur, Host, Founder, CEO, Young Turks; Keza MacDonald, Video Games Editor, The Guardian Presenters: Katie Razzall and Ros Atkins Producers: Simon Richardson and Lucy Wai

Alt Goes Mainstream
Going Public with Evercore's Glenn Schorr - Ep. 3: The "Final Four"

Alt Goes Mainstream

Play Episode Listen Later Apr 2, 2025 47:30


Welcome back to Going Public with Evercore's Glenn Schorr.On the latest episode of Going Public, we dive for the loose balls in private markets' March Madness as Glenn shares his thoughts on why it's important to separate the forest from the trees when it comes to why certain firms make his “Final Four.”We cover some of the most pressing topics in alternative asset management, including:Separating the forest from the trees — dissecting alternative asset manager stock performance versus long-term business performance.Views on the exit environment and what it means for alternative asset manager stock performance.Where and why does scale matter?Are banks and alternative asset managers enemies, frenemies, or collaborators, particularly in areas like private credit?Why does Glenn believe the secular growth trends of private markets and how that impacts alts managers is a fat pitch?In the spirit of March Madness, Glenn shares his bracketology on which firms make his “Final Four.”Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.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 Countdown00:06 Going Mainstream00:45 Welcome to the Series00:58 Meet Glenn Schorr01:31 Market Stories and Trends01:54 Live from Evercore02:04 Earnings and Market Volatility02:07 Secular Growth Businesses02:39 Anticipation and Uncertainty03:26 Alternative Managers' Performance04:36 Private Markets and Infrastructure05:53 Valuation and Market Corrections07:28 Investment Opportunities in Market Downturns07:54 Fundraising and Fee Related Earnings08:01 Capital Raising Challenges09:36 Super Alts Firms12:22 Brand and Consistency13:16 Acquisitions and Growth Strategies15:33 Banks vs. Alternative Managers16:26 Private Credit and Direct Lending24:45 Asset Classes Shifting from Public to Private Markets25:09 Duration Mismatch in Banking and Loans25:32 Regulatory and Capital Arbitrage26:01 Flexibility in Private Markets26:30 Impact of Stock Prices on Strategic Acquisitions27:01 Stock Deals and Control in Acquisitions28:29 Accretive Acquisitions and Capital Raising31:29 Scale Benefits in Private Markets31:50 Big Ticket Transactions and Scale33:05 Investor Understanding of Scale in Private Markets33:37 Challenges in Public Market Investment in Alternative Managers36:50 Long-Term Trends in Private Markets38:03 Risks in Private Markets38:55 Transparency and Oversight in Private Markets39:30 Thematic Investing and Long-Term Trends40:31 Private Markets Framework for Public Stocks41:30 Emotional Investing and Long-Term Capital43:25 Geopolitical and Economic Policy Impacts45:38 March Madness: Top 4 Manager Picks47:09 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.Company Coverage and DisclosuresEvercore ISIGlenn Schorr| Ticker | Company| 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.| 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.| OWL | Blue Owl Capital, Inc| Evercore ISI or an affiliate has acted as a manager or co-manager of a public offering of securities by Blue Owl Capital, Inc in the last 12 months.| Blue Owl Capital, Inc is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Blue Owl Capital, Inc in the last 12 months.| Evercore ISI or an affiliate has received compensation from Blue Owl Capital, Inc for investment banking services in the last 12 months.| BSIG | BrightSphere Investment| C | Citigroup, Inc.| An employee, employee's immediate family member, director or consultant of Evercore ISI or one of its affiliates (b...

BeerNet Radio
Ep. 274 Capt. Kirk Logs on beer, rtd trends

BeerNet Radio

Play Episode Listen Later Apr 2, 2025 55:22


This week the gang gives perspective to the Hand Family's entrance into the California market, and we welcome our guest Bill Kirk, Managing Director, Senior Research Analyst covering bevs at Roth Capital Partners, who draws some surprising conclusions re: the U.S. market.=================================Our 3 Daily Bev-Alc Trade Publications: https://beernet.com/Watch on Youtube: https://www.youtube.com/@BeerNetRadio/videosPodcast feeds - Audio: https://creators.spotify.com/pod/beernetradio=================================About Us:Beer Business Daily / Wine & Spirits Daily publisher Harry Schuhmacher joins his editors and bev-alc industry guests once a week as they grok the beer and beverage business issues of the day. Like and subscribe; it's free.-Our Three Daily Bev-Alc Trade Publications: https://beernet.com/-Twitter: @beerbizdaily#beernews #beerindustry #beer #beerbusiness

Experience Better: The CX Podcast
The Trust Factor: Building Better Utility-Customer Relationships

Experience Better: The CX Podcast

Play Episode Listen Later Mar 20, 2025 28:02


Get ready as we unlock the secrets of modern utility customer relationships with exclusive insights from Chartwell's 2024 Residential Consumer Survey. Steve Waters, Director of Councils, and Casey Collins, Senior Research Analyst at Chartwell Inc., reveal how utilities can transform customer insights into meaningful action that builds authentic relationships. Explore the diverse needs of your customer base – from young professionals to established households – and understand how their financial realities shape energy choices. Learn what drives customer trust and loyalty across different demographics, and why personalized engagement matters more than ever. Join us for a practical discussion on ways to strengthen customer relationships and position your utility for future success in an evolving energy marketplace.

Disruptive Forces in Investing
NVIDIA, DeepSeek and the Evolution of AI

Disruptive Forces in Investing

Play Episode Listen Later Mar 5, 2025 28:03


As the world navigates the rapid advancements in artificial intelligence, markets are adjusting to the implications of groundbreaking innovations on growth, competition, and investments. But how are market assumptions about AI shaping investor sentiment? What unique challenges and opportunities do these developments present for the semiconductor industry? And where can investors uncover growth opportunities beyond AI amidst this disruption?   On this episode of Disruptive Forces, host Anu Rajakumar is joined by Jamie Zakalik, Senior Research Analyst at Neuberger Berman. Together, they explore the development of AI, resilience of the semiconductor industry, Nvidia's latest earnings, and the exciting opportunities emerging.     This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.    This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.    The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.    © 2025 Neuberger Berman Group LLC. All rights reserved.

Clearer Thinking with Spencer Greenberg
AI, US-China relations, and lessons from the OpenAI board (with Helen Toner)

Clearer Thinking with Spencer Greenberg

Play Episode Listen Later Feb 26, 2025 81:57


Read the full transcript here. Is it useful to vote against a majority when you might lose political or social capital for doing so? What are the various perspectives on the US / China AI race? How close is the competition? How has AI been used in Ukraine? Should we work towards a global ban of autonomous weapons? And if so, how should we define "autonomous"? Is there any potential for the US and China to cooperate on AI? To what extent do government officials — especially senior policymakers — worry about AI? Which particular worries are on their minds? To what extent is the average person on the street worried about AI? What's going on with the semiconductor industry in Taiwan? How hard is it to get an AI model to "reason"? How could animal training be improved? Do most horses fear humans? How do we project ourselves onto the space around us?Helen Toner is the Director of Strategy and Foundational Research Grants at Georgetown's Center for Security and Emerging Technology (CSET). She previously worked as a Senior Research Analyst at Open Philanthropy, where she advised policymakers and grantmakers on AI policy and strategy. Between working at Open Philanthropy and joining CSET, Helen lived in Beijing, studying the Chinese AI ecosystem as a Research Affiliate of Oxford University's Center for the Governance of AI. Helen holds an MA in Security Studies from Georgetown, as well as a BSc in Chemical Engineering and a Diploma in Languages from the University of Melbourne. Follow her on Twitter at @hlntnr. StaffSpencer Greenberg — Host / DirectorJosh Castle — ProducerRyan Kessler — Audio EngineerUri Bram — FactotumWeAmplify — TranscriptionistsMusicBroke for FreeJosh WoodwardLee RosevereQuiet Music for Tiny Robotswowamusiczapsplat.comAffiliatesClearer ThinkingGuidedTrackMind EasePositlyUpLift[Read more]

Your Financial Editor
Your Financial Editor: 02-22-25

Your Financial Editor

Play Episode Listen Later Feb 24, 2025 45:19


Chris Murray chats with Robert Stilson, Senior Research Analyst from the Capital Research Center.See omnystudio.com/listener for privacy information.

First Look ETF
First Look ETF: Active ETF Strategies for Value and Global Equity Investors

First Look ETF

Play Episode Listen Later Feb 20, 2025 25:02


In this season 5 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Adrian Jones, Portfolio Manager, Senior Research Analyst, First Eagle Investments3. Billy Hwan, CFA, CPA, Portfolio Manager, Parnassus Investments4. Frank Pape, CFA, CPA, Director of Strategies, Frontier Asset Management*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

Yet Another Value Podcast
Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN

Yet Another Value Podcast

Play Episode Listen Later Feb 13, 2025 45:32


Marc Chalfin, CIO, Founder & Portfolio Manager, and Jay Upadhyay, Senior Research Analyst, at Windward Management LP, join the podcast to share their thesis on Groupon (NASDAQ: GRPN).For more information about Windward Management LP, please visit:https://www.windwardmg.com/Chapters:[0:00] Introduction + Episode sponsor: Daloopa[1:16] What is Groupon $GRPN and why is it so interesting right now to Marc and Jay[3:24] $GRPN overhaul, why now is interesting and Windward's thesis[11:49] $GRPN set up[18:26] What is Marc and Jay seeing with $GRPN that the market is missing[24:33] Inventory and Technology[31:48] SumUp / BaseRate[37:37] Final thoughts: web traffic, understanding the tailwindsToday's sponsor: DaloopaEarnings season is hectic—there's no way around it. But what if you could take back the time you spend on manual model updates? With Daloopa, you can.Daloopa automates your audit and update process, instantly pulling accurate, fundamental data from filings and reports directly into your models. That means no more wasting hours on repetitive tasks. Instead, you can focus on analyzing trends, refining strategies, and staying ahead of the competition.Stop letting manual work slow you down. Set up a free account today by visitingdaloopa.com/YAV and see how Daloopa can transform your workflow.

The Water Tower Hour
Consumer Hardlines Trends for 2025

The Water Tower Hour

Play Episode Listen Later Feb 5, 2025 11:35


Send us a textIn our latest episode of WTR Small-Cap Spotlight, Tim Gerdeman, Co-Founder, Vice-Chairman, and Chief Marketing Officer and WTR's Senior Research Analyst, Brian Gordon, discuss Brian's top industry trends for 2025.

The Water Tower Hour
Launch of WTR Biotech Spotlight Podcast with Tim Gerdeman and Do Kim

The Water Tower Hour

Play Episode Listen Later Feb 3, 2025 6:09


Send us a textWe are launching a WTR Spotlight podcast focused on biotech companies and industry. Listen to Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Do Kim, Senior Research Analyst, discuss what to expect and who will be joining us in future episodes. 

Moneycontrol Podcast
4410: Cooler-than-expected US CPI data sparks Fed rate cut bets, may bring cheer to Nifty 50, Sensex | Market Minutes

Moneycontrol Podcast

Play Episode Listen Later Jan 16, 2025 6:04


In this episode of Market Minutes, Zoya Springwala talks about the key factors to watch out for today before the domestic market opens. Few investors expect the US CPI data to convince the Fed to cut its main interest rate at its meeting later this month, but hope that it could open the door back up to cuts later in the year. Also, catch Kunal Shah, Senior Research Analyst, Carnelian Capital on the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.

Mark Reardon Show
Hour 2: Sue's News - Arby's New Genius Advertising

Mark Reardon Show

Play Episode Listen Later Jan 15, 2025 38:11


In hour 2, Sue hosts, "Sue's News" where she discusses the latest trending news, on this date in history, the random fact of the day, and more. Mark is later joined by Charles Lipson, a professor emeritus at the University of Chicago. He writes regularly for The Spectator Magazine, Real Clear Politics, and others. His columns are available free at CharlesLipson.com. They discuss his take on today's Hegseth hearing as well as the LA wildfires. Mark is then joined by Bill D'Agostino, a Senior Research Analyst for the Media Research Center's Newsbusters. He discusses his take on Senator Tim Kaine's infidelity questions to Pete Hegseth at today's Defense Secretary confirmation hearing.

Mark Reardon Show
Bill D'Agostino Discusses Hegseth's Senate Hearing

Mark Reardon Show

Play Episode Listen Later Jan 15, 2025 8:39


In this segment, Mark is joined by Bill D'Agostino, a Senior Research Analyst for the Media Research Center's Newsbusters. He discusses his take on Senator Tim Kaine's infidelity questions to Pete Hegseth at today's Defense Secretary confirmation hearing.

Mark Reardon Show
More LA Fire Info, Hegseth Stands Strong in Defense Secretary Senate Hearing (1/14/25) Full Show

Mark Reardon Show

Play Episode Listen Later Jan 15, 2025 111:11


In hour 1 of The Mark Reardon Show, Mark discusses an update on the California Wildfires and the work being done to contain the fires. Mark is then joined by Paul Ross, the Director of Global Business at Aviation Battery Systems. He is also a veteran aviation specialist. They discuss how the wildfires are fought from the air. He also informs about the red fire retardant chemicals used by planes and helicopters and how most of it is made in St Louis. He later discusses Missouri Congressman Wesley Bell voting no on the Laken Riley Act. Why exactly would he? In hour 2, Sue hosts, "Sue's News" where she discusses the latest trending news, on this date in history, the random fact of the day, and more. Mark is later joined by Charles Lipson, a professor emeritus at the University of Chicago. He writes regularly for The Spectator Magazine, Real Clear Politics, and others. His columns are available free at CharlesLipson.com. They discuss his take on today's Hegseth hearing as well as the LA wildfires. Mark is then joined by Bill D'Agostino, a Senior Research Analyst for the Media Research Center's Newsbusters. He discusses his take on Senator Tim Kaine's infidelity questions to Pete Hegseth at today's Defense Secretary confirmation hearing. In hour 3, Mark is joined by John Ziegler, a Co-Host of the podcast, "The Death of Journalism" and a former Mediaite Senior Columnist. They discuss the California wildfires and the poor leadership that helped cause the intense damage we've seen. Mark is then joined by Mark Krikorian, the executive director of the Center for Immigration Policy. They discuss what people need to know about H-1B visas and why they could end up being important in upcoming months. They wrap up the show with the Audio Cut of the Day.

The Water Tower Hour
Chemical & Materials Industry Trends for 2025

The Water Tower Hour

Play Episode Listen Later Dec 30, 2024 24:59


Send us a textIn our latest episode of WTR Small-Cap Spotlight, Tim Gerdeman, Co-Founder, Vice-Chairman, and Chief Marketing Officer and WTR's Senior Research Analyst, Dmitry Silversteyn, discuss Dmitry's top industry trends for 2025.

O'Connor & Company
David May; on David May: arrests on college campuses

O'Connor & Company

Play Episode Listen Later Dec 23, 2024 6:28


Larry O'Connor and Patrice Onwuka Talk with David May: Research Manager and Senior Research Analyst at Foundation for Defense of Democracies (FDD) Where to find more about WMAL's morning show: Follow the Show Podcasts on Apple podcasts, Audible and Spotify. Follow WMAL's "O'Connor and Company" on X: @WMALDC, @LarryOConnor, @Jgunlock, @patricepinkfile, and @heatherhunterdc. Facebook: WMALDC and Larry O'Connor Instagram: WMALDC Show Website: https://www.wmal.com/oconnor-company/ How to listen live weekdays from 5 to 9 AM: https://www.wmal.com/listenlive/ Episode: Monday, December 23, 2024 / 6 AM Hour See omnystudio.com/listener for privacy information.

O'Connor & Company
Mayorkas and Border, NYC subway crime, David May, Critter news

O'Connor & Company

Play Episode Listen Later Dec 23, 2024 31:54


In this second hour; Larry O'Connor and Patrice Onwuka Talk with David May: Research Manager and Senior Research Analyst at Foundation for Defense of Democracies (FDD) Also: Mayorkas' point of view, and Critter news. Where to find more about WMAL's morning show: Follow the Show Podcasts on Apple podcasts, Audible and Spotify. Follow WMAL's "O'Connor and Company" on X: @WMALDC, @LarryOConnor, @Jgunlock, @patricepinkfile, and @heatherhunterdc. Facebook: WMALDC and Larry O'Connor Instagram: WMALDC Show Website: https://www.wmal.com/oconnor-company/ How to listen live weekdays from 5 to 9 AM: https://www.wmal.com/listenlive/ Episode: Monday, December 23, 2024 / 6 AM Hour See omnystudio.com/listener for privacy information.

The Water Tower Hour
Psychedelic Trends for 2025

The Water Tower Hour

Play Episode Listen Later Dec 23, 2024 10:25


Send us a textIn our latest episode of WTR Small-Cap Spotlight, Tim Gerdeman, Co-Founder, Vice-Chairman, and Chief Marketing Officer and WTR's Senior Research Analyst, Robert Sassoon, discuss Roberts's top Psychedelic trends for 2025.

The Water Tower Hour
Vivos Therapeutics Inc (VVOS): Initiation of Coverage Review

The Water Tower Hour

Play Episode Listen Later Dec 16, 2024 12:21


Send us a textTune in to the latest Small-Cap Spotlight FlashCast! Join WTR CEO & Co-Founder, Shawn Severson, and Senior Research Analyst, Do Kim, as they discuss WTR's initiation of coverage on Vivos Therapeutics Inc (NASDAQ: VVOS).

Alt Goes Mainstream
Going Public with Evercore's Glenn Schorr - Ep. 2

Alt Goes Mainstream

Play Episode Listen Later Dec 5, 2024 43:58


Welcome back to Going Public with Evercore's Glenn Schorr.On the latest episode of Going Public, we drop the beat on F.R.E.A.M. Paying homage to Wu-Tang Clan's song “C.R.E.A.M.” (“Cash rules everything around me”), Glenn discusses why “Fees rule everything around me” in asset management. We cover some of last quarter's most pressing topics in alternative asset management, including:How alternative asset managers balance fee generation with returns.Does major growth still lie ahead for alternative asset managers?Why “fees rule everything around me,” but so does alpha generation.Why does distribution (almost always) win in asset management?What's the most valuable aspect of a publicly traded alts manager having a public currency?What is Glenn keeping his eye on for next quarter?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 Introduction00:38 Meet Glenn Schorr01:52 Wu-Tang Clan and Asset Management02:40 F.R.E.A.M.: Fees Rule Everything Around Me02:49 Public Investors and Revenue Streams03:47 Balancing Fee Growth and Investment Returns05:50 Talent Migration and Fee Justification06:38 Migration to Private Markets07:07 Deregulation and Its Impact09:31 Structural Challenges for Banks09:58 Growth in Alternative Asset Management12:19 Wealth Channel and Private Markets13:13 Private Equity Performance15:37 Education Process for Investors16:27 Perpetual Private Equity Products17:35 Model Portfolios: The Next Frontier21:00 Distribution and Asset Management24:24 Corporate Strategy and Partnerships in Asset Management27:10 Public vs. Private Firms29:56 Acquisitions and Growth Strategies31:09 Specialty Managers and Market Trends33:12 Big TAMs and Investment Opportunities36:15 Consolidation in the Industry38:16 Surprises and Trends in the Quarter39:44 Deployment and Investment Grade Private Credit40:03 Credit Cycles and Market Concerns41:15 Data Centers and AI Investments41:54 Size and Scale in Asset Management45:19 Bank and Asset Manager Partnerships46:15 Looking Ahead: Thoughts on the Next Quarter47:10 Conclusion and Final ThoughtsCompany Coverage and DisclosuresEvercore ISIGlenn Schorr| Ticker | Company | 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. | 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. | OWL | Blue Owl Capital, Inc | Evercore ISI or an affiliate has acted as a manager or co-manager of a public offering of securities by Blue Owl Capital, Inc in the last 12 months. | Blue Owl Capital, Inc is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Blue Owl Capital, Inc in the last 12 months. | Evercore ISI or an affiliate has received compensation from Blue Owl Capital, Inc for investment banking services in the last 12 months. | BSIG | BrightSphere Investment | C | Citigroup, Inc. | 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 Citigroup, Inc. | Glenn Schorr holds a long position in equity securities of Citigroup, Inc. | BEN | Franklin Resources, Inc. | Glenn Schorr holds a long position in equity securities of Franklin Resources, Inc. | GS | Goldman Sachs Group Inc. | IVZ | Invesco Ltd. | JPM | JPMorgan Chase & Co. | Glenn Schorr holds a long position in equity securities of JPMorgan Chase & Co. | KKR | KKR & Co. Inc. | KKR & Co. Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to KKR & Co. Inc. in the last 12 months. | Evercore ISI or an affiliate has received comp...

FEG Insight Bridge
The Golden Age with Max Belmont

FEG Insight Bridge

Play Episode Listen Later Dec 3, 2024 37:52 Transcription Available


On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Max Belmont, Portfolio Manager and Senior Research Analyst at First Eagle Investments. Max discusses the growing interest in gold amid global economic uncertainties, exploring its role as a potential hedge against inflation and currency devaluation. The discussion also covers the dynamics of gold mining investments, the impact of central bank policies, and the comparison between gold and digital assets like Bitcoin.Tune in for key insights on the enduring allure of gold and exploration of its strategic importance in today's investment landscape.Key TakeawaysGold is prized as a potential safe haven due to its stability and limited supply. Unlike other commodities, gold does not corrode or degrade, maintaining its value over long periods. This makes it a potential hedge against economic instability and currency devaluation.The historical context of gold, including its role during periods of hyperinflation and economic turmoil, has influenced its perception as a stable investment. Central banks have shifted from being net sellers to net buyers of gold, especially after the 2008 financial crisis and recent geopolitical tensions, such as the Russia-Ukraine conflict.While both gold and cryptocurrencies like Bitcoin are seen as alternatives to traditional financial assets, they behave differently. Gold is a "risk-off" asset, providing stability during market downturns, whereas Bitcoin is more volatile and behaves like a "risk-on" asset, similar to growth stocks.First Eagle's approach to investing in gold includes holding physical gold and investing in gold mining companies. The investment strategy focuses on valuation, resilience, duration, and optionality to ensure a margin of safety and long-term value.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

Yet Another Value Podcast
Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services

Yet Another Value Podcast

Play Episode Listen Later Nov 15, 2024 46:31


Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Focused Fund, joins the podcast for his third appearance to share his thesis on SECURE Energy Services Inc. (TSX: SES), a leading waste management and energy infrastructure company. Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:48] What is Secure Energy Services $SES.TO and why is it interesting to Chadd [4:56] What is Chadd seeing with $SES.TO that the market is missing [6:46] $SES.TO's recent run-up, catalysts, acquisitions [15:53] Risk that Western Canada is drilling a lot less oil in the future [19:15] Capital allocation / changing the corporate name [24:58] Continue aggressive buy-backs or focus on tuck-in acquisitions [29:30] Customer insourcing potential [31:40] Waste processing facilities, waste businesses; why haven't people picked up on this aspect of the story thus far [36:00] Bought a lot of assets in distress; what has happened that drives those assets in distress that's not a risk here? [37:46] Separation of businesses argument [40:55] Scenarios for why $SES.TO thesis doesn't work out / final thoughts Today's sponsor: Daloopa Hey there, fundamental analysts - Are you tired of the endless grind of updating financial models, scrubbing documents, and hard coding? Let's talk about something that could transform your workflow—Daloopa. Daloopa delivers perfect historicals for thousands of public companies. That means every KPI, operating data, financial metric, adjustment, and guidance—all at your fingertips. And here's the best part: Daloopa updates your models in near real-time, which is especially important during earnings season, tailored to your modeling format and style. Imagine never having to update your models again. With Daloopa, you can reclaim your time and focus on what really matters—analysis and research. Want to learn more? Create a FREE account at Daloopa.com/YAV

The Water Tower Hour
Cybin, Inc. : Initiation of Coverage Review

The Water Tower Hour

Play Episode Listen Later Nov 13, 2024 14:18


Send us a textTune in to the latest Small-Cap Spotlight FlashCast! Join WTR Vice Chair, Co-Founder & Chief Marketing Officer, Tim Gerdeman and Senior Research Analyst, Robert Sassoon, as they discuss WTR's initiation of coverage on Cybin, Inc. (NASDAQ: CYBN).

The Water Tower Hour
Arq Inc. Initiation of Coverage Review: Leader in Activated Carbon

The Water Tower Hour

Play Episode Listen Later Oct 30, 2024 8:05


Send us a textTune in to the latest Small-Cap Spotlight FlashCast! Join WTR Vice Chair, Co-Founder & Chief Marketing Officer, Tim Gerdeman and Senior Research Analyst, Graham Mattison as they discuss WTR's initiation of coverage on ARQ, Inc. (NASDAQ: ARQ).

One World, One Health
Mpox – An evolving One Health problem

One World, One Health

Play Episode Listen Later Oct 29, 2024 15:13


Send us a textSmallpox may be gone but it's got a cousin called mpox, and that virus is now spreading fast across parts of Africa.As of October 2024, this mpox outbreak had infected more than 40,000 people, mostly in the Democratic Republic of Congo, according to the Africa Centres for Disease Control and Prevention. More than 1,000 people have died from the infection. The World Health Organization (WHO) declared mpox in the Democratic Republic of Congo and neighboring countries to be a Public Health Emergency of International Concern in August 2024.Officials are distributing smallpox vaccines to try to control it. The viruses are closely enough related so researchers believe that modern smallpox vaccines can protect people safely against mpox. But the rollout is slow.  It's not clear why the virus has started spreading in households, but it's infecting and killing more and more children.To make matters worse, people are desperate for medicines to prevent infection and help treat symptoms, which include fevers and a rash. They're seeking antibiotics, which cannot treat a virus. This inappropriate use of antibiotics can drive drug resistance.This is the second time mpox has been declared a public health emergency by the WHO since 2022. A slightly different strain of mpox has been spreading since then through close contact, often sexual and often among men who have sex with men. Mpox is even now showing up in new cities and countries in North America and Europe.Nodar Kipshidze, Senior Research Analyst at the One Health Trust, says the virus spreads easily because people often don't know they have it. It's also not clear where it originally came from, although small rodents and other mammals can spread it. In this episode of One World, One Health, Nodar tells us mpox is causing a lot of confusion, and we need to ensure we learn from previous outbreaks and share resources globally to stop the spread and save lives.

Current Account with Clay Lowery
S1E87 - Unexpected Optimism? - Live from the 2024 IIF Annual Membership Meeting

Current Account with Clay Lowery

Play Episode Listen Later Oct 28, 2024 26:29


In this episode of Current Account, Clay gives a live report from the 2024 IIF Annual Membership Meeting, with the help from a handful of IIF Staff members. Clay first reviews major themes, takeaways and discussions, including remarks from U.S. Department of the Treasury Secretary Janet Yellen, before handing it off to his colleagues: Melanie Idler, an Associate Policy Advisor for Regulatory Affairs, covers the Regulation-steered portions of the meetings, Raymond Aycock, Senior Research Analyst for the Global Policy Initiatives Department goes over the conversations focused on Transition Finance, sessions on Economics and Emerging Markets were summarized by IIF Economist Ivan Burgara and Hannah Anderson, a Policy Advisor for the Digital Finance Department, gave a report on the discussions centered on Digital Finance.

GoodViral
Whales & Carbon: How These Giants Fight Climate Change and Need Your Support!

GoodViral

Play Episode Listen Later Oct 24, 2024 33:16


Support whales here: https://www.pacificwhale.org/how-you-can-help/ We dive deep into the vital work of the Pacific Whale Foundation with their Senior Research Analyst, Jens Currie. Jens shares the organization's mission to research, educate, and conserve whales and dolphins across the Pacific, shedding light on the major threats these marine mammals face every day. From vessel collisions to acoustic impacts, unsustainable tourism, and fisheries interactions, whales and dolphins face many challenges. Jens also highlights the critical role whales play in carbon sequestration, helping to fight climate change, and why sustainable ecotourism is essential for raising awareness without harming these incredible creatures.  -- Key Topics Discussed -- - Major threats to whales and dolphins: vessel collisions, noise pollution, unsustainable tourism, and fisheries impacts - The role of whales in carbon sequestration and nutrient cycling - Research on Hawaii's endangered false killer whales and the impact of plastic pollution on bottlenose dolphins

Future of HR
“What Works: Team Network Effect” with Rob Cross, Senior Vice President of Research at i4cp and Katheryn Brekken, Senior Research Analyst at i4cp 

Future of HR

Play Episode Listen Later Oct 22, 2024 51:27


How can teams overcome collaboration overload?Why are the three components of trust critical to building an effective team?My guest on this episode is Rob Cross, Senior Vice President of Research at i4cp and Katheryn Brekken, Senior Research Analyst at i4cp During our conversation Rob, Katheryn, and I discuss: Why eight out of ten teams actually underperform due to collaborative dysfunctions.How common collaborative dysfunctions, such as misalignment and priority overload, hinder team performance, and what to do about it. How companies like Roche and Supercell are using innovative practices to dramatically improve team collaboration.How HR can play a pivotal role in supporting effective team collaboration across an organization. Why combining “precision collaboration” with a high-trust environment is critical to increase team effectiveness. Connecting with Rob and Katheryn: Connect with Rob Cross on LinkedInConnect with Katheryn Brekken LinkedInLearn more about i4cp and team network effectEpisode Sponsor: Deeper Signals - Click here to get your free Core Drivers assessment and 14-day free trial! Next-Gen HR Accelerator - Learn more about this best-in-class leadership development program for next-gen HR leaders

Alt Goes Mainstream
Going Public Ep. 1 with Evercore's Glenn Schorr

Alt Goes Mainstream

Play Episode Listen Later Oct 9, 2024 54:30


Today marks the launch of a new show on Alt Goes Mainstream: Going Public with Evercore's Glenn Schorr.17 years ago, there wasn't a single alternative asset manager that was part of the public markets. Today, not only are a number of the industry's largest firms public, but in 2024, the industry's largest alternative asset manager, Blackstone, entered the S&P 500.Understanding the inner workings, strategic moves, and financial performance of the industry's largest players can help to explain many of the trends that are making alternatives become mainstream and these firms become mainstays in the financial services ecosystem.Going Public will make private markets more public with expert analysis.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 Notes00:38 Introduction to the Going Public Series and award-winning Wall Street Analyst, Glenn Schorr01:54 Glenn's Career Journey03:08 The Early Days of Alts Managers Going Public03:26 Skepticism and Challenges in Going Public04:06 Investor Skepticism and Challenges07:00 Transformation and Tipping Points09:03 Structural Tailwinds and Market Trends10:57 The Decision to Go Public vs. Staying Private12:39 Ambition and Vision in Asset Management14:51 The Distribution vs. Manufacturing Debate17:03 Lessons from Traditional Asset Management18:55 Discipline and Growth in the Alts Market20:03 The Future of Public and Private Markets20:50 The Role of Distribution in Asset Management21:59 Success Stories and Acquisition Strategies23:02 Manufacturing Competency vs. Acquisitions24:40 The Rise of Private Markets26:07 How Alternative Managers Make Money27:02 Valuation Factors for Alternative Managers28:44 Profitability and Margins in Asset Management29:23 Building a Business: Costs and Competitive Advantages29:50 The Moat of Success in Business30:15 Challenges for Traditional Asset Managers30:56 The Importance of Vision and Technology31:22 Scaling a Business with Proven Success31:40 Insurance Asset Management: Strategic Moves and Structural Advantages32:17 Structural Advantages in Asset Management33:05 The Rise of Private Credit Managers34:43 The Impact of Interest Rates on Private Credit Managers35:32 Navigating Rate Sensitivity in Capital Markets38:25 Deployment and Monetization in Asset Management39:08 The Challenge of Dry Powder in Private Equity41:14 The Role of Deployment in Investment Success41:46 The Resilience of Publicly Traded Alts Managers43:26 Spotlight on Blackstone's Growth and Innovation46:38 KKR's Global Expansion and Innovation48:41 Apollo's Market Leadership and Challenges50:11 Blue Owl's Strategic Investments and Challenges53:56 TPG's Public Transition and Growth55:11 Carlyle's Progress and Future Challenges56:11 Looking Ahead: Key Trends and ExpectationsDisclosuresEvercore ISIGlenn SchorrCompany Coverage and DisclosuresTicker      CompanyAPO         Apollo Global Management, Inc.BAC         Bank of America CorporationGlenn Schorr holds a long position in equity securities of Bank of America Corporation.BK            Bank of New York Mellon Corp.Glenn Schorr holds a long position in equity securities of Bank of New York Mellon Corp.BLK          BlackRock, Inc.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 re 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.OWL         Blue Owl Capital, Inc.Evercore ISI or an affiliate has acted as a manager or co-manager of a public offering of securities by Blue Owl Capital, Inc in the last 12 months.Blue Owl Capital, Inc is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Blue Owl Capital, Inc in the last 12 months.Evercore ISI or an affiliate has received compensation from Blue Owl Capital, Inc for investment banking services in the last 12 months.BSIG        BrightSphere InvestmentC               Citigroup, Inc.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 re advisory board member of Citigroup, Inc.Glenn Schorr holds a long position in equity securities of Citigroup, Inc.BEN          Franklin Resources, Inc.Glenn Schorr holds a long position in equity securities of Franklin Resources, Inc.GS            Goldman Sachs Group Inc.IVZ           Invesco Ltd.JPM        &nb...

The Edge of Work
Voices From HR Tech

The Edge of Work

Play Episode Listen Later Sep 27, 2024 47:10


We've got a special episode! This week, we're in Las Vegas for the HR Tech Conference hosted by HR Executive. During the week, we spoke with a handful of leaders from various parts of the HR ecosystem to better understand what's new and next at the intersection of technology, talent, and the workplace, including Jason Averbook (Mercer,) Carina Cortez, (Cornerstone) Kyle Forrest (Deloitte Consulting) and Thomas Stone (I4CP.)This episode features unique insights into key trends in the broader HR/technology landscape, including key insights into the role of AI, agents, and HR, the potential opportunity for collaboration between humans and machines, the intersection of tech solutions for improving company culture, and the opportunities for AI-powered learning and talent development.LinksHR-Tech: https://www.hrtechnologyconference.com/Jason Averbook, Senior Partner, Mercer: https://www.linkedin.com/in/jasonaverbook/ Carina Cortez, Chief People Officer, Cornerstone: https://www.linkedin.com/in/carinacortez/Kyle Forrest, Principal & Chief Marketing Officer, Human Capital, Deloitte Consulting LLP: https://www.linkedin.com/in/kyleforrest/Thomas Stone, Senior Research Analyst, I4CP: https://www.linkedin.com/in/tomrstone/

New Books Network
Shane Burley and Ben Lorber, "Safety through Solidarity: A Radical Guide to Fighting Antisemitism" (Melville House, 2024)

New Books Network

Play Episode Listen Later Sep 21, 2024 70:01


Antisemitism is on the rise today. From synagogue shootings by white nationalists, to right-wing politicians and media figures pushing George Soros conspiracy theories, it's clear that exclusionary nationalist movements are growing. By spreading division and fear, they put Jews, along with other marginalized groups and multiracial democracy itself, at risk. And since the outbreak of war in Gaza, debates around antisemitism have become more polarized and high-stakes than ever. How can we stand in solidarity with Palestinians seeking justice, while also avoiding antisemitism — and resisting those who seek to conflate the two? How do we forge the coalitions across communities that we need, in order to overcome the politics of division and fear? In Safety through Solidarity: A Radical Guide to Fighting Antisemitism (Melville House, 2024), Shane Burley and Ben Lorber help us break the current impasse to understand how antisemitism works, what's missing in contemporary debates, and how to build true safety through solidarity, for Jews and all people. Shane Burley is a writer and filmmaker based in Portland, Oregon. Ben Lorber is a Senior Research Analyst at Political Research Associates, a progressive think tank that monitors far-right movements. He tweets at @BenLorber8. Schneur Zalman Newfield is an Associate Professor of Sociology and Jewish Studies at Hunter College, City University of New York, and the author of Degrees of Separation: Identity Formation While Leaving Ultra-Orthodox Judaism (Temple University Press). Visit him online at ZalmanNewfield.com. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

The John Batchelor Show
#GAZA: Rafah Crossing. Joe Truzman is a senior research analyst at FDD's Long War Journal, focused primarily on Palestinian militant groups and Hezbollah. Joe has assisted non-governmental organizations and policymakers in identifying Palestinian groups

The John Batchelor Show

Play Episode Listen Later Sep 20, 2024 8:35


#GAZA: Rafah Crossing. Joe Truzman is a senior research analyst at FDD's Long War Journal, focused primarily on Palestinian militant groups and Hezbollah. Joe has assisted non-governmental organizations and policymakers in identifying Palestinian groups and their members. Malcolm Hoenlein @Conf_of_pres @mhoenlein1 1869 Jerusalem

Marc To Markets
The US National Debt: Debt or Alive

Marc To Markets

Play Episode Listen Later Sep 19, 2024 34:50


Send us a textHow risky is the national debt? What's the different between the deficit and the national debt? How long until the debt becomes a problem? What can we do about it? Are the solutions only political? As an investor, how does the increase in the national debt impact how you allocate capital today? I dig into all of these questions and more with Chris Brigham, a Senior Research Analyst at Bernstein, who has led much of a research on the US national debt.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.

The Road to Accountable AI
Helen Toner: AI Safety in a World of Uncertainty

The Road to Accountable AI

Play Episode Listen Later Sep 19, 2024 41:15 Transcription Available


Join Professor Kevin Werbach in his discussion with Helen Toner, Director of Strategy and Foundational Research Grants at Georgetown's Center for Security and Emerging Technology. In this episode, Werbach and Toner discuss how the public views AI safety and ethics and both the positive and negative outcomes of advancements in AI. We discuss Toner's lessons from the unsuccessful removal of Sam Altman as the CEO of OpenAI, oversight structures to audit and approve the AI companies deploy, and the role of the government in AI accountability. Finally, Toner explains how businesses can take charge of their responsible AI deployment.   Helen Toner is the Director of Strategy and Foundational Research Grants at Georgetown's Center for Security and Emerging Technology (CSET). She previously worked as a Senior Research Analyst at Open Philanthropy, where she advised policymakers and grantmakers on AI policy and strategy. Between working at Open Philanthropy and joining CSET, Helen lived in Beijing, studying the Chinese AI ecosystem as a Research Affiliate of Oxford University's Center for the Governance of AI. From 2021-2023, she served on the board of OpenAI, the creator of ChatGPT.  Helen Toner's TED Talk: How to Govern AI, Even if it's Hard to Predict Helen Toner on the OpenAI Coup “It was about trust and accountability” (Financial Times)   Want to learn more? Engage live with Professor Werbach and other Wharton faculty experts in Wharton's new  Strategies for Accountable AI online executive education program. It's perfect for managers, entrepreneurs, and advisors looking to harness AI's power while addressing its risks  

Agency Intelligence
Stuff About Money: Episode 72: Momentum Investing: Exploring Relative Strength with Ian Saunders

Agency Intelligence

Play Episode Listen Later Sep 10, 2024 42:32


In this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, BFA™, ChFC®, welcomes Ian Saunders, Senior Research Analyst for Nasdaq Dorsey Wright. They explore the world of Relative Strength, also known as Momentum Investing. Ian draws a compelling analogy to March Madness, highlighting that top seeds have an 80% chance of winning their games, similar to how strong investments are identified.  Throughout the discussion, Ian explains what Relative Strength is and how it differs from other strategies. He shares insights into the metrics used for measurement, optimal time frames for assessment, and the process of identifying promising investments. They also explore the advantages and limitations of this strategy, its performance in various market conditions, and the impact of AI on analysis methods. Gain valuable insights into how Relative Strength can enhance your investment decisions. Episode Highlights: Ian shares about his experience with Dorsey Wright and the evolution of the firm, especially after its acquisition by Nasdaq. (01:36) Ian discusses what he wishes he knew about money earlier, highlighting the importance of understanding technical analysis alongside fundamentals. (03:24) Ian explains the concept of relative strength (momentum) investing. (07:17) Ian discusses the practical application of relative strength investing in creating portfolios. (10:44) Ian outlines the main advantages of relative strength investing, such as its objectivity and systematic nature, which help remove emotional biases from investment decisions. (18:28) Ian addresses the limitations of relative strength investing, particularly during market conditions where discernible trends are lacking. (22:44) Ian shares his comments on the current market environment and how relative strength strategies have adapted to recent market challenges and opportunities. (24:24) Ian speculates on the potential impacts of artificial intelligence on investment strategies, emphasizing how AI might speed up data processing without fundamentally changing decision-making processes. (33:18) Key Quotes: “Our approach is a little bit different because it looks at these relative strength comparisons to identify which areas have the best momentum.” - Ian Saunders “Relative Strength Investing, RSI, is essentially taking the price movement of two things and see which one wins that game right now.” - Ian Saunders Resources Mentioned: Ian Saunders Nasdaq Dorsey Wright Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

Where We Buy: Retail Real Estate with James Cook
Investing in Convenience: The Rise of Unanchored Centers - Where We Buy #307

Where We Buy: Retail Real Estate with James Cook

Play Episode Listen Later Sep 6, 2024 24:08


Ryan Moore, founder and CEO of Last Mile Investments talks about the growing trend of investing in unanchored retail centers. He explains the unique value proposition of these properties, emphasizing their location in high-traffic areas and their appeal to services like medical, dental, and food and beverage businesses. He also details Last Mile's strategy, focusing on the Sunbelt and Midwest markets. The conversation touches on the evolving retail landscape, the impact of digital ordering, and the company's meticulous approach to managing and expanding their portfolio of unanchored centers. James Cook is the Director of Retail Research in the Americas for JLL.  Keisha Virtue is a Senior Research Analyst for JLL. Subscribe: Apple Podcasts | Spotify  Listen: WhereWeBuy.show  Email: jamesd.cook@jll.com  Watch our video show, Everything We Know About Retail: http://everythingweknow.show/ Leave a message on the Where We Buy hotline. We may use it on an upcoming show. Call (602) 633-4061  Read more retail research here:  http://www.us.jll.com/retail Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.  

Where We Buy: Retail Real Estate with James Cook
Turning Events into Engagement - Where We Buy #306

Where We Buy: Retail Real Estate with James Cook

Play Episode Listen Later Aug 30, 2024 22:43


Aaron Sorin from AnyRoad talks about the importance and impact of experiential events for retailers, restaurants, and shopping centers. He explains how AnyRoad's event management software helps businesses measure and optimize their event strategies. He covers examples including Johnny Walker's personalized whiskey tours and Westfield's holiday Santa experience, showing how they used feedback to improve the customer experience. Keisha Virtue is a Senior Research Analyst for JLL. James Cook is the Director of Retail Research in the Americas for JLL.  Subscribe: Apple Podcasts | Spotify  Listen: WhereWeBuy.show  Email: jamesd.cook@jll.com  Watch our video show, Everything We Know About Retail: http://everythingweknow.show/ Leave a message on the Where We Buy hotline. We may use it on an upcoming show. Call (602) 633-4061  Read more retail research here:  http://www.us.jll.com/retail Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.  

The John Batchelor Show
#HOUTHIS: Dangerous. Joe Truzman is a senior research analyst at FDD's Long War Journal, focused primarily on Palestinian militant groups and Hezbollah. Joe has assisted non-governmental organizations and policymakers in identifying Palestinian groups an

The John Batchelor Show

Play Episode Listen Later Jul 26, 2024 8:40


#HOUTHIS: Dangerous. Joe Truzman is a senior research analyst at FDD's Long War Journal, focused primarily on Palestinian militant groups and Hezbollah. Joe has assisted non-governmental organizations and policymakers in identifying Palestinian groups and their members. He has served on panels discussing Palestinian militant group activity in Gaza and has provided evidence to investigators at the United Nations on their activities. Malcolm Hoenlein @Conf_of_pres @mhoenlein1 https://www.msn.com/en-us/news/world/israeli-air-strikes-hit-yemen-for-first-time/ar-BB1qkP3w?item=flightsprg-tipsubsc-v1a/#:~:text=The%20Israel%20Defense%20Forces,Israel%20over%20the%20past%20months. 1850-1900 Jerusalem

The John Batchelor Show
#GAZA: Casualties revised. Joe Truzman is a senior research analyst at FDD's Long War Journal.

The John Batchelor Show

Play Episode Listen Later May 17, 2024 8:30


#GAZA: Casualties revised. Joe Truzman is a senior research analyst at FDD's Long War Journal. https://www.msn.com/en-us/news/world/united-nations-cuts-estimate-for-deaths-of-women-and-children-in-gaza-in-half/ar-BB1mjJE7 1930 Beersheba