Podcasts about Sentiment

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Best podcasts about Sentiment

Show all podcasts related to sentiment

Latest podcast episodes about Sentiment

Money Tree Investing
Commodity Cycles And Investor Sentiment Secrets

Money Tree Investing

Play Episode Listen Later Jun 20, 2025 68:26


Mukarram Mawjood is here to share on commodity cycles and investor sentiment secrets. He discusses his focus on alternative assets including precious metals, crypto, and real estate, highlighting silver as his top current pick due to its price lag behind gold and significant upside potential. He explains how gold's recent surge has largely priced in geopolitical risk, while silver remains undervalued despite industrial demand. He also touches on market psychology, gold-to-silver ratios, and how cryptocurrencies are increasingly competing with gold as alternative stores of value. We discuss... Mukarram's firm invests heavily in physical metals, crypto, and real estate—assets with inverse correlation to the U.S. dollar. Silver is seen as significantly undervalued relative to gold, presenting a price arbitrage opportunity. He sees silver's price lag as typical behavior in precious metal bull cycles, with major catch-up potential. Central banks buying gold has driven recent price action, while silver remains overlooked by both institutions and retail investors. Geopolitical tensions have driven gold's rise as a safe haven, but easing global instability could rotate capital into silver. Mukarram emphasizes timing and patience—investors should scale into undervalued assets before the move happens. Crypto has diverted some capital from gold but believes both assets serve different investor needs. During COVID, gold quietly doubled from 1,200 to over 2,000, which many missed due to lack of long-term positioning. Bitcoin and crypto sometimes move like metals, but when metals act as a safe haven, crypto typically does not. Crypto currently offers opportunity not because it's strong, but because it's been beaten down while gold rallied. Bitcoin may still hit 100K–200K, but other assets may outperform it percentage-wise during its rise. Ethereum has mixed sentiment in the crypto community, but Solana is gaining more institutional adoption. Major crypto news events often coincide with local tops, especially in bull markets. Crypto cycles are faster (typically 18 months), while metals like gold and silver move in 3–5 year timelines. Crude oil's recent stagnation shows how macro factors like tariffs and recession fears can override seasonal patterns. Commodities should be chosen based on correlation to the U.S. dollar and liquidity conditions. Successful trading is 75% mindset and only 25% technical skill, especially in volatile markets like crypto. For more information, visit the show notes at https://moneytreepodcast.com/commodity-cycles-mukarram-mawjood-722 Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  

The Weekly Trend
Episode 258: Sentiment Check

The Weekly Trend

Play Episode Listen Later Jun 20, 2025 19:18


In this week's episode, David and Ian discuss the current sentiment in the market, the Put/Call Ratio, major indices and areas of the market that are participating to the upside and trading above their 200 day moving averages, international equities, and interest rates. 

Inside INdiana Business Radio On Demand
6/20/25 PM UPDATE: Farmer sentiment improves in May; Notre Dame details budget cuts

Inside INdiana Business Radio On Demand

Play Episode Listen Later Jun 20, 2025 5:10


Inside INdiana Business Radio for the afternoon of June 20, 2025. American farmers are expressing increased optimism, particularly when it comes to ag exports. Plus, Notre Dame announces budget cuts, and the Pacers are heading to Game 7. Get the latest business news from throughout the state at InsideINdianaBusiness.com.

L'essentiel de Paul Arcand
La fillette de 3 ans retrouvée: «Il y a un sentiment collectif de soulagement»

L'essentiel de Paul Arcand

Play Episode Listen Later Jun 19, 2025 21:29


À l'occasion de sa revue de presse, jeudi, Paul Arcand fait le point sur le cas de la fillette de 3 ans retrouvée vivante mercredi près de l’autoroute 417 à Saint-Albert, en Ontario, alors qu'elle manquait à l'appel depuis dimanche. Sa mère lui aurait dit de l'attendre à cet endroit. «Il y a tellement d'événements tristes, tragiques, qui impliquent des enfants. Pour une fois, ça se termine bien.» Autres sujets abordés Un missile iranien touche un hôpital en Israël; à Gaza, des Palestiniens meurent en allant chercher de la nourriture; Commission Gallant: l’ex-PDG de la SAAQ boit de l’eau, demande constamment si on l’entend bien et dit des choses invraisemblables; Un voleur à l’étalage dit qu’il veut devenir un pasteur à sa sortie de prison. Voir https://www.cogecomedia.com/vie-privee pour notre politique de vie privée

Investment Talks - All About Investing
Global Sentiment Signals Weak Opening For Index...19-Jun-25

Investment Talks - All About Investing

Play Episode Listen Later Jun 19, 2025 2:07


Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.

Investment Talks - All About Investing
Global Sentiment Signals Weak Opening For Index...19-Jun-25

Investment Talks - All About Investing

Play Episode Listen Later Jun 19, 2025 2:07


Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.

Investment Talks - All About Investing
Global Sentiment Signals Weak Opening For Index...19-Jun-25

Investment Talks - All About Investing

Play Episode Listen Later Jun 19, 2025 2:07


Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.

Crypto Talk Radio: Basic Cryptonomics
US Senate Passes #GENIUS Act, Supporting Payment Stablecoins; Basic Cryptonomics 101 On Chart Predictions

Crypto Talk Radio: Basic Cryptonomics

Play Episode Listen Later Jun 18, 2025 34:20


US Senate Passes #GENIUS Act, Supporting Payment Stablecoins #Crypto #Cryptocurrency #podcast #BasicCryptonomics #Bitcoin Website: ⁠⁠⁠⁠https://www.CryptoTalkRadio.net⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠@ThisIsCTR⁠⁠⁠⁠ Discord:⁠⁠⁠⁠ @CryptoTalkRadio⁠⁠⁠⁠ Chapters (00:00:01) - Bitcoin's Price: Will It Continue To Go Up?(00:01:27) - Tremor for Calls and More(00:02:14) - Bitcoin's price is artificially inflated, according to YouTubers(00:06:48) - Bitcoin and Ethereum: When Are We At a Bull Run?(00:08:26) - The Saitama Scam Syndicate Scammer Gets Prison Time(00:12:36) - Got bitched on the wrist(00:13:32) - Stablecoin Legislation: The GENIUS Act(00:19:10) - Prohibits Unlawful Stablecoins(00:24:57) - Stable Coin Bill(00:25:57) - Macro vs Micro: What's The Difference?(00:31:18) - Sentiment and the Bottom Line

The Todd Starnes Podcast
Trump's posture toward Iran proves he's not governing based on social media sentiment

The Todd Starnes Podcast

Play Episode Listen Later Jun 17, 2025 122:51


Host of the "Kennedy Saves The World" podcast Kennedy joins Fox Across America With Jimmy Failla to give her take on the heat President Trump is taking from certain right-wing influencers on social media over his increasingly aggressive posture toward Iran. Jimmy explains why Trump is most concerned with how his foreign policy decisions impact American lives. Anchor of “The Story” Martha MacCallum stops by to share her measured analysis on the historic moment we're currently living through. PLUS, Lincoln Failla checks in to talk about the hilarious flop that was liberals' nationwide “no kings” protests. [00:00:00] Trump's latest warning to Iran [00:39:12] Kennedy [01:02:20] Martha MacCallum [01:16:04] More reaction to social media's misguided Iran analysis [01:34:30] Lincoln Failla Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Business Of Marketing
The Secrets to Smarter Marketing and Real Revenue Growth with Todd Ervin

The Business Of Marketing

Play Episode Listen Later Jun 17, 2025 33:45


Data is the foundation of effective AI implementation in marketing. Lee Judge and Todd Ervin explore how clean, structured data enables AI to drive segmentation, buyer journey mapping, and campaign optimization. They also discuss the importance of building brand awareness, aligning marketing with revenue goals, and using AI to enhance research and content creation. The critical role of clean data in powering AI for marketingBuilding brand awareness to drive top-of-funnel growthCreating dashboards and aligning metrics with revenue goalsUnderstanding attribution models and sales cyclesUsing AI to accelerate research and content developmentTime Stamps 00:00 - The Power of Data in AI & Marketing00:41 - Host Introduction & Book Insights02:27 - Recognizing Product Awareness Gaps at Primo Water04:42 - Shifting Budget to Top of Funnel Awareness07:04 - Connecting Awareness to Revenue & Gaining C-Suite Buy-In08:02 - Measuring Brand Awareness: Tools & Strategies11:19 - Tracking Brand Performance: Surveys, Sentiment, and More16:36 - Building Effective, Cross-Functional Dashboards19:57 - Attribution Models: First Touch vs. Last Touch25:40 - Data Readiness for AI: Building the Foundation28:23 - Using AI Internally & Delivering Value to ClientsMain TakeawaysWithout clean, structured data, AI cannot deliver meaningful insights or automation.Marketers must connect top-of-funnel awareness efforts to revenue to justify budget shifts.Start using AI internally to build organizational readiness before deploying it externally.Subscribe and share this episode to help others align marketing, data, and AI for better results.  A. Lee Judge is the creator and host of The Business of Marketing podcast.Please follow the podcast on your favorite podcast listening platform.This podcast is produced by Content Monsta - A leading producer of B2B Content.

CNBC Business News Update
Market Midday: Stocks Lower, Home Builder Sentiment Tanks, Retail Sales Disappoint In May 6/17/25

CNBC Business News Update

Play Episode Listen Later Jun 17, 2025 3:29


From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.

Les Grandes Gueules
L'inaction du jour - Didier Giraud : "J'ai le sentiment qu'on laisse faire le sale boulot à Israël. Si la menace nucléaire est imminente, que fait la communauté européenne ?" - 17/06

Les Grandes Gueules

Play Episode Listen Later Jun 17, 2025 1:04


Aujourd'hui, Didier Giraud, Barbara Lefebvre et Jérôme Marty débattent de l'actualité autour d'Alain Marschall et Olivier Truchot.

Morgans AM
Wednesday, 18 June 2025: Markets fall as Israel-Iran conflict continued to dominate investor sentiment

Morgans AM

Play Episode Listen Later Jun 17, 2025 7:16


US equity markets fell as the Israel-Iran conflict continued to dominate investor sentiment and drive volatility and a fresh spike in oil prices - Dow lost -299-points or -0.70%. Merck & Co Inc (down -3.31%) and Nike Inc (-3.07%) both fell over >3%. Amazon.com Inc (down -0.59%) said its Prime Day discount event for Prime members next month will extend to four days (8 July-11 July). 

Investment Talks - All About Investing
GIFT NIFTY Indicates Neutral sentiment For Opening Bell...17-Jun-25

Investment Talks - All About Investing

Play Episode Listen Later Jun 17, 2025 2:11


Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.

Investment Talks - All About Investing
GIFT NIFTY Indicates Neutral sentiment For Opening Bell...17-Jun-25

Investment Talks - All About Investing

Play Episode Listen Later Jun 17, 2025 2:11


Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.

Investment Talks - All About Investing
GIFT NIFTY Indicates Neutral sentiment For Opening Bell...17-Jun-25

Investment Talks - All About Investing

Play Episode Listen Later Jun 17, 2025 2:11


Morning Nifty 50 ViewPrepare your trading day in the market with this daily market pitch report on Nifty 50 with a strategy to trade, including stop loss and target.

Saxo Market Call
Geopolitics derails risk sentiment, but for how long?

Saxo Market Call

Play Episode Listen Later Jun 13, 2025 26:04


Today's slide deck: https://bit.ly/4jP99HK  - Today we talk through the impact across markets from Israel's attacks on Iran and how difficult it is to sustain a focus on geopolitics or trust the knee-jerk reaction. We also discuss what was happening before the geopolitical situation suddenly heated up as fresh weak US labor market data sent the USD overboard - or did it? A preview of the massive week ahead in macro event risks, the latest on the commodities space and much more on today's pod, which features Saxo Head of Commodities Strategy Ole Hansen, with Saxo Global Head of Macro Strategy John J. Hardy hosting.   Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

FICC Focus
CGI's Jamison on Emerging-Market Opportunities, Risks: EM Lens

FICC Focus

Play Episode Listen Later Jun 13, 2025 17:40


Sentiment is improving across the emerging-market investment landscape, but it takes local expertise to manage risk and crystallize returns. Thea Jamison, Founder and Managing Director of Change Global Investment, joins Bloomberg Intelligence Chief Emerging Markets Credit Strategist Damian Sassower to break down the opportunities and risks facing emerging-market equity practitioners across the globe. Jamison and Sassower touch on performance dispersion, market catalysts and idiosyncratic opportunities across a broad range of EM countries, from Greece and Poland to Nigeria and Vietnam. The EM Lens podcast is part of BI's FICC Focus series.

The Agribusiness Update
California Senate Rejects Tax Break and Farmer Sentiment Higher in May

The Agribusiness Update

Play Episode Listen Later Jun 13, 2025


California Senate REJECTS bill to create a more modest tax credit for struggling farms by reimbursing the cost of overtime wages, and Farmer sentiment in May climbed to its highest level since May 2021.

RNZ: Morning Report
No shortage of good sentiment at Fieldays

RNZ: Morning Report

Play Episode Listen Later Jun 12, 2025 2:31


As many as 100,000 people are expected through the southern hemisphere's biggest agricultural event this week. Fieldays chief executive Richard Lindroos spoke to Corin Dann.

The Todd Starnes Podcast
Public sentiment is still on Trump's side when it comes to illegal immigration as LA riots continue

The Todd Starnes Podcast

Play Episode Listen Later Jun 11, 2025 122:52


Host of the "Kennedy Saves The World" podcast Kennedy joins Fox Across America With Jimmy Failla to share her thoughts on why President Trump's brand of all-or-nothing politics is still very popular, especially when it comes to illegal immigration. Jimmy talks about why the anti-ICE riots still occurring in Los Angeles do not reflect the policies that Americans voted for by putting Trump back in the White House last year. PLUS, Florida Republican Congressman Byron Donalds gives us an update on the “big, beautiful bill”, and when he expects the Senate to vote on the legislation. [00:00:00] Latest updates on the anti-ICE riots in LA [00:38:45] Randi Weingarten helping organize “no kings” protests [00:57:20] Kennedy [01:15:40] Late Night hosts defend LA rioters [01:34:04] Rep. Byron Donalds Learn more about your ad choices. Visit podcastchoices.com/adchoices

Growing Harvest Ag Network
Mid-morning Ag News, June 11, 2025: Farmer sentiment improves in May

Growing Harvest Ag Network

Play Episode Listen Later Jun 11, 2025 2:33


According to the latest Purdue University/CME Group Ag Economy Barometer, farmer sentiment reached a four-year high in May. NAFB News ServiceSee omnystudio.com/listener for privacy information.

RBC's Markets in Motion
Improved 2026 EPS Outlooks, A Less Favorable Sentiment Set Up, Seasonal Trends

RBC's Markets in Motion

Play Episode Listen Later Jun 10, 2025 5:45 Transcription Available


The big things you need to know:First, consensus expectations for 2026 are inching up for S&P 500 EPS in a broad based way, a positive data point for the stock market but a slight one.Second, net bulls on the AAII survey have moved up sharply, and formally entered a less robust forward return environment last week.Third, the seasonal playbook reminds us that in recent years June and July have tended to be strong for the S&P 500 but that the transition into fall has been tricky with declines often seen in the August – October time frame.

Parlons-Nous
Rupture : Hélène ressent un grand sentiment de solitude et d'injustice

Parlons-Nous

Play Episode Listen Later Jun 10, 2025 45:11


Hélène se sent perdue après une rupture douloureuse avec son conjoint depuis 14 ans, qui l'a trompée et a quitté le foyer familial. Elle exprime un profond sentiment de solitude et d'angoisse, tout en jonglant avec des responsabilités professionnelles et familiales accablantes. Chaque soir, en direct, Caroline Dublanche accueille les auditeurs pour 2h30 d'échanges et de confidences. Pour participer, contactez l'émission au 09 69 39 10 11 (prix d'un appel local) ou sur parlonsnous@rtl.frDistribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Best Real Estate Investing Advice Ever
JF 3931: Scaling to 1,000 LPs, Investor Sentiment Shifts, and the Viking IR Playbook ft. Chris Parrinello

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jun 9, 2025 36:16


On this episode of the Best Ever CRE Show, Joe Fairless interviews Chris Parrinello, Vice President of Investor Relations at Viking Capital. Chris shares how Viking scaled their investor relations team from just two people to a five-person department supporting over 1,000 LPs, including their unique intern-to-associate pipeline. He dives deep into investor sentiment in today's challenging multifamily market, explaining how Viking is rebuilding trust through transparency, new incentive structures, and proactive communication. Chris also reveals the tech stack and strategies they use for investor education, capital raising, and operational efficiency, emphasizing the value of organic growth and long-term relationships over quick wins. Chris Parrinello Current role: Vice President of Investor Relations at Viking Capital Based in: United States (exact city not mentioned) Say hi to them at: https://www.vikingcapllc.com Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Parlons-Nous
Couple : Céline n'a plus de sentiment pour son mari

Parlons-Nous

Play Episode Listen Later Jun 9, 2025 19:15


REDIFF - Depuis quelques années, Celine s'interroge sur son couple. Bien qu'il n'y ait aucun conflit, elle n'aime plus son mari et souhaite divorcer. Mais la perspective de faire exploser sa famille lui fait peur. Chaque soir, en direct, Caroline Dublanche accueille les auditeurs pour 2h30 d'échanges et de confidences. Pour participer, contactez l'émission au 09 69 39 10 11 (prix d'un appel local) ou sur parlonsnous@rtl.frDistribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Market Mondays
Africa's Investment Boom, Farming Gold Rush & Pro-Trump Sentiment?

Market Mondays

Play Episode Listen Later Jun 7, 2025 8:19


In this Market Mondays clip, hosts Rashad Bilal, Ian Dunlap, and Troy Millings dive deep into their recent experiences in Africa, uncovering surprising perspectives and huge opportunities on the continent.The conversation kicks off with a candid look at how African leaders and government insiders see American politics, especially the surprising pro-Trump sentiment among some officials. Rashad reveals that many on the continent actually prefer a “hands-off” Republican approach, seeing it as less meddlesome than Democratic policies. This segment offers a rare global perspective on US politics and what it means for international investment.Next, the trio explores Africa's emerging role as the world's breadbasket. Beyond minerals, the future is in farming—think mega-farms, massive livestock operations, and the enormous value of African produce. Did you know that 80% of the roses gracing Europe's Valentine's Day come straight out of Kenya? Or that Ghana and Ivory Coast are responsible for 80% of the world's cocoa supply? The team spotlights the hidden goldmine in African agriculture, from lucrative tea farms in Kenya to the skyrocketing demand for land and food production.They also touch on why international players—from Europe to China—are increasingly investing in Africa, despite media narratives. With fertile soil, ideal climates, and a talented local workforce, Africa is positioned not just as a resource hub, but as a critical player in future global food security.Plus, there's a special shoutout to Rashad's book "You Deserve To Be Rich" making Barnes & Noble's top reads of 2025 so far! And, they highlight the need for more African bookstores and access to educational resources.Whether you're an investor, entrepreneur, or just curious about global trends, this clip is packed with insights on Africa's agricultural boom, international politics, and untapped opportunities that could shape the next 50 years.*Key topics in this clip:* ✔️ African perspectives on US politics: Republicans vs. Democrats ✔️ The next big wave: farming, vegetation & livestock ✔️ Surprising stats: Kenyan roses, Ghanaian cocoa, and more ✔️ How global powers are investing in Africa's future ✔️ Book shoutouts & the importance of access to resourcesDon't miss this in-depth conversation—your next big investment idea might just be growing in African soil!*Hashtags:* #MarketMondays #AfricaInvestment #FarmingGoldRush #GlobalPolitics #AfricanAgriculture #MarketInsights #YouDeserveToBeRich #KenyanRoses #GhanaCocoa #EconomicTrends #AfricanDevelopment #Clip---

TD Ameritrade Network
6,000 SPX in Focus, RUT Gauging Risk-On Sentiment & TSLA Technicals

TD Ameritrade Network

Play Episode Listen Later Jun 6, 2025 8:31


6,000 is the number to watch. The SPX tapped the level soon after the open, though Kevin Green sees it serving as a strong resistance for the index. He says a pullback is possible if traders can't sustain strength seen at the opening bell. Turning to other indices, Kevin notes the importance of the RUT as a signal for risk-on trade. After Tesla's (TSLA) significant sell-off on Thursday, Kevin talks about the stock technicals investors should watch.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

ET Markets Podcast - The Economic Times
ET Market Watch: Sensex at 81K, Nifty Near 25K; RBI Rate Cut Hopes Boost Sentiment

ET Markets Podcast - The Economic Times

Play Episode Listen Later Jun 6, 2025 2:29


Football Ruined My Life
92. Fan Sentiment

Football Ruined My Life

Play Episode Listen Later Jun 6, 2025 55:10


We're all fans.  That's why we make this podcast and that's why presumably you all like listening to it.  Fan sentiment is something we suspect we all feel strongly about but probably in our different ways.  It's not just foreign owners, ludicrous transfer fees, and (present company excepted) cynical agents taking money off both their clients and the clubs.  Today's panel (of Jon Holmes, Colin Shindler and Jimmy Mulville) consider how fans like all of us are being slowly alienated from the clubs to which we've given a lifetime of devotion.  Colin even has sympathy for Manchester United fans who are appalled at the antics of their club since it became apparent that Jim Ratcliffe was not a knight on a white horse but a panic-stricken tax exile in a limousine trapped in a car park, surrounded by angry fans.  We can't help but accept that our clubs have to change, it's inevitable but is it still our club?  It's a question we all ask ourselves, some with increasing anxiety. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Parlons-Nous
Amour : Brian a toujours le sentiment de ne pas compter dans son couple

Parlons-Nous

Play Episode Listen Later Jun 5, 2025 26:57


REDIFF - Brian est avec son compagnon depuis 5 ans. Mais il a l'impression d'être un fantôme. En effet, il ne lui a présenté que très peu de personnes de son entourage. Brian se demande pourquoi son compagnon ne l'inclut pas plus dans sa vie. Sexualité, infidélités, coups de foudre, difficultés dans le couple... Au micro de Caroline Dublanche, les auditeurs confient leur vie amoureuse. RTL vous propose désormais de redécouvrir, tous les matins, un cas marquant ! Pour participer, contactez l'émission au 09 69 39 10 11 (prix d'un appel local) ou sur parlonsnous@rtl.frDistribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Journal of Accountancy Podcast
Pessimism, tariff tremors prominent in CPA execs' sentiment

Journal of Accountancy Podcast

Play Episode Listen Later Jun 5, 2025 9:16


Sentiment about the U.S. economy and CPA decision-makers' organizations continues to decline in 2025. Second-quarter results released Thursday by the AICPA and CIMA show a rising percentage of pessimists and more concern about the affects of tariffs. To analyze the results further, the JofA podcast welcomed back Ken Witt, CPA, CGMA, associate director–Management Accounting Research & Development. In last quarter's Economic Outlook Survey, half of respondents were optimistic about their company's outlook for the next year. This quarter, that percentage dropped to 37% — and it's not the only area in which there is a decline. Related resources: n  JofA article on how finance leaders are countering tariff volatility. n  The AICPA and CIMA's tariff resource center. n  The previous quarter's podcast discussion with Witt. What you'll learn from this episode: ·         The declines in domestic economic sentiment and own-company optimism. ·         Where optimism about the global economy stands. ·         Changes in the list of top challenges facing CPA decision-makers. ·         The “big topic” in this quarter's survey. ·         An assessment of the impact of tariffs on respondents' business planning. ·         A summary of respondents' 12-month projections for revenue, profits, and spending.

Le grand journal du soir - Matthieu Belliard
Punchline - Le témoignage d'une des nombreuses victimes des agressions après la victoire du PSG : Comment en finir avec le sentiment d'impunité ?

Le grand journal du soir - Matthieu Belliard

Play Episode Listen Later Jun 4, 2025 11:31


Aujourd'hui dans "Punchline", Laurence Ferrari et ses invités débattent du sentiment d'impunité et de la fête gâchée par les « barbares » selon Bruno Retailleau.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

L'info en intégrale - Europe 1
Caroline Yadan : «Il y un sentiment d'imputiné de ces auteurs de violence qui est absolument intolérable»

L'info en intégrale - Europe 1

Play Episode Listen Later Jun 4, 2025 7:06


Caroline Yadan, députée de la 8e circonscription de la circonscription des Français établis hors de France, répond aux questions d'Alexandre Le Mer. Ensemble, ils reviennent sur les propositions de Gérald Darmanin concernant les peines des mineurs et l'échelle des peines encourues. Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Moving Markets: Daily News
Markets up on inflation, jobs and sentiment – Meta's deal energises the chip sector

Moving Markets: Daily News

Play Episode Listen Later Jun 4, 2025 16:43


The S&P500 index now is at the brink of entering technical bull market territory, up nearly 20% since its lows after ‘Liberation Day'. Yesterday, equity markets rose, fuelled by a surprise fall of inflation in Europe, good labour market data in the US, a perceived easing of trade tensions and some AI chips-excitement following Meta's energy deal. Dario Messi, Head of Fixed Income Research, joins us to share his views on where yields go and Mathieu Racheter, Head of Equity Strategy Research, speaks about the point at which yield levels start to trouble equity markets.(00:00) - Introduction: Bernadette Anderko, Investment Writing (00:34) - Markets wrap-up: Roman Canziani, Head of Investment Writing (06:34) - Bond Market update: Dario Messi, Head of Fixed Income Research (11:18) - Equity strategy update: Mathieu Racheter, Head of Equity Strategy (15:33) - Closing remarks: Bernadette Anderko, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Grand bien vous fasse !
Doit-on entretenir ou combattre le sentiment de la nostalgie ? Et qu'est-ce que la nostalgie ?

Grand bien vous fasse !

Play Episode Listen Later Jun 3, 2025 48:19


durée : 00:48:19 - Grand bien vous fasse ! - par : Ali Rebeihi - Faut-il cultiver la nostalgie ou s'en détacher ? Entre douceur des souvenirs et risque d'immobilisme, exploration des bienfaits et des pièges du sentiment nostalgique.

Make Your Damn Bed
16: WIN PUBLIC SENTIMENT

Make Your Damn Bed

Play Episode Listen Later Jun 2, 2025 7:15


We are in a war for the hearts, minds, and support of the general public. The power holders are violating our values, so we have to raise consciousness around these violations. The movement's strategy needs to accomplish the following:Publicly show that the social conditions and powerholder policies violate values, traditions, and self-interests of the general public. This includes publicly revealing the difference between official and operative policies and doctrines.Keep the issue and moral violations in the public spotlight and on society' agenda of hotly contested issues.Keep the issue and powerholders' policies on society's political agenda, such as having aid to the contras voted on in Congress rather than carried out secretly by the CIA.Counter the powerholders' social myths, justifications, anddenials that the problem exists.Counter the powerholders' demonology. For example, the thousands of American "citizen diplomats" who visit Russia counter the Reagan demonology that the Soviets are monsters and an "evil empire" by revealing that the Russians are people like us.Involve increasingly larger portions of the public in programs that challenge the powerholders' policies and promote alternative visions and programs.Don't compromise too much too soon.After a large majority of public opinion is won, have an "endgame" strategy that mobilizes the populace and institutions to create change, despite the determined opposition of the central powerholders.Finally the movement's organizations and leadership, especially at the national and regional levels, should serve, nurture, and empower the grassroots activists and promote participatory democracy within the movement.THE SOURCE: Bill Moyer's (MAP): https://www.historyisaweapon.com/defcon1/moyermap.htmlDONATE:www.pcrf.netGet Involved:Operation Olive Branch: Spreadsheets + LinksGET AN OCCASIONAL PERSONAL EMAIL FROM ME: www.makeyourdamnbedpodcast.comTUNE IN ON INSTAGRAM FOR COOL CONTENT: www.instagram.com/mydbpodcastOR BE A REAL GEM + TUNE IN ON PATREON: www.patreon.com/MYDBpodcastOR WATCH ON YOUTUBE: www.youtube.com/juliemerica The opinions expressed by Julie Merica and Make Your Damn Bed Podcast are intended for entertainment purposes only. Make Your Damn Bed podcast is not intended or implied to be a substitute for professional medical advice, diagnosis or treatment.Support this show http://supporter.acast.com/make-your-damn-bed. Hosted on Acast. See acast.com/privacy for more information.

Agriculture Today
1944 - Cattle Demand and Financial Sentiment...Dealing with Termites and Ants

Agriculture Today

Play Episode Listen Later Jun 2, 2025 27:53


Steady Cattle Market Ants and Termites in Homes and Buildings Piping Plover Characteristics   00:01:05 – Steady Cattle Market: A cattle market update from K-State livestock economist Glynn Tonsor begins today's show. Glynn talks about the current market prices while also explaining what impacts consumers' meat demand. Glynn on AgManager.info   00:12:05 – Ants and Termites in Homes and Buildings: Jeff Whitworth, K-State crop entomologist, keeps the show rolling as he discusses ants and termites. He has been receiving multiple questions and wants to let people know what they can look for and how they can handle the situation.   00:23:05 – Piping Plover Characteristics: Ending the show is K-State fisheries and aquatics Extension specialist Joe Gerken as he explains what Piping Plovers are and if they are in Kansas.     Send comments, questions or requests for copies of past programs to ksrenews@ksu.edu.   Agriculture Today is a daily program featuring Kansas State University agricultural specialists and other experts examining ag issues facing Kansas and the nation. It is hosted by Shelby Varner and distributed to radio stations throughout Kansas and as a daily podcast.   K‑State Research and Extension is a short name for the Kansas State University Agricultural Experiment Station and Cooperative Extension Service, a program designed to generate and distribute useful knowledge for the well‑being of Kansans. Supported by county, state, federal and private funds, the program has county Extension offices, experiment fields, area Extension offices and regional research centers statewide. Its headquarters is on the K‑State campus in Manhattan

Journal d'Haïti et des Amériques
République dominicaine : «Il y a un sentiment anti-haïtien qui s'est développé»

Journal d'Haïti et des Amériques

Play Episode Listen Later Jun 2, 2025 30:00


Avec le durcissement de la politique migratoire dominicaine, les expulsions de migrants haïtiens donnent lieu à de graves violations des droits humains et du droit international. La multiplication des exactions de la part des forces de l'ordre dominicaine dans le cadre des déportations de migrants haïtiens sera l'une des priorités du nouvel ambassadeur haïtien en République dominicaine, Emmanuel Fritz Longchamp.Selon Edwin Paraison, directeur de la fondation Zile et ancien ambassadeur haïtien en République dominicaine, « un sentiment anti-haïtien s'est développé ces dernières années dans certains secteurs dominicains et particulièrement dans certains médias et sur les réseaux sociaux ». Retrouvez son interview avec notre correspondant à Port-au-Prince Peterson Luxama.Les Haïtiens, atout économique pour la République dominicaineL'économie dominicaine est très dépendante de la main-d'œuvre haïtienne, qui est affectée par le durcissement de la politique migratoire. Dans le secteur de la construction, 95% des travailleurs sont haïtiens, et beaucoup sont actuellement à l'arrêt. Ivan Garcia, président de la Fédération dominicaine des commerçants, plaide pour que le gouvernement de Luis Abinader accorde aux Haïtiens des permis de séjour d'un an renouvelable. Faible participation pour les élections judiciaires au MexiqueMoins de 13% des électeurs se sont déplacés pour les premières élections judiciaires de l'histoire du pays hier. Beaucoup de Mexicains sont contre ce nouveau mode de désignation par vote populaire voulue par le parti de la présidente Claudia Sheinbaum. Hier, l'opposition a organisé des manifestations dans tout le pays pour inciter les Mexicains à protester au lieu d'aller voter. Notre correspondante Marine Lebègue y était. Brésil. Lula critique les menaces de sanctions américaines contre le juge MoraesLe chef de la diplomatie américaine a déclaré mercredi qu'il était «fort possible» que les États-Unis sanctionnent Alexandre de Moraes. Washington accuse le président de la Cour suprême brésilienne de censure sur les réseaux sociaux. « Qu'est-ce que c'est que cette histoire des États-Unis qui voudraient critiquer la justice brésilienne ?, a réagi hier le président brésilien Lula. Je n'ai jamais critiqué leur système judiciaire. Ils commettent tant d'atrocités, tant de guerres, ils tuent tant de personnes, et jamais je ne les ai critiqués ». Chili : les militaires de la dictature n'auront plus de prison spécialeLe président Gabriel Boric a annoncé que la prison spéciale de Punta Peuco sera transformée en centre pénitentiaire de droit commun. Une centaine d'anciens militaires de la dictature condamnés pour des violations des droits de l'hommes y sont incarcérés dans de meilleures conditions que le reste de la population carcérale. «De mon point de vue, rien ne justifie ce privilège», a déclaré le président chilien, qui s'est attiré les critiques de l'opposition conservatrice.

On Investing
Why Does Sentiment Not Match Hard Data?

On Investing

Play Episode Listen Later May 30, 2025 20:56


In this episode, Liz Ann Sonders and Kathy Jones discuss the current state of the bond market, the influence of central banks, and the impact of policy announcements on market dynamics. They explore consumer confidence, economic indicators, and the potential effects of upcoming labor data on market trends. The discussion highlights the volatility in the markets and the importance of understanding the interplay between policy and economic conditions.You can read the article on hard data vs. soft data by Liz Ann and Kevin Gordon on Schwab.com. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Currency trading is speculative, volatile and not suitable for all investors.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.(0525-1AMU)

Schwab Market Update Audio
Tariff Rulings Eyed Ahead of PCE, Sentiment Data

Schwab Market Update Audio

Play Episode Listen Later May 30, 2025 10:03


Yesterday's head-snapping court rulings on tariffs caused confusion, which could mean cautious markets. Meanwhile, investors await today's PCE prices and consumer sentiment data.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see ​schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.(0131-0525)

Ransquawk Rundown, Daily Podcast
US Market Open: Sentiment boosted after NVIDIA results & CIT blocking Liberation Day tariffs

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later May 29, 2025 4:48


Stocks boosted after NVIDIA's earnings and after the Manhattan-based Court of International Trade blocked President Trump's Liberation Day tariffs.NVIDIA (NVDA) shares +6% pre-market following earnings which beat on top and bottom lines despite incurring a USD 4.5bln charge in Q1; Q2 revenue outlook 45.0bln (exp. 46.4bln).US President Trump ordered US chip designers to stop selling to China, according to FT; US halts exporting aircraft engine technology and chip software to China, according to NYT.DXY firmer & havens broadly lag given the risk tone; USTs/XAU both in the red.Looking ahead, Highlights include US GDP 2nd Estimate (Q1), Core PCE Prices (Q1), Jobless Claims, SARB Policy Announcement, Swiss & Scandinavian Holiday, Speakers including Fed's Barkin, Goolsbee, Kugler & Daly, BoE's Bailey & Breeden, Supply from the US Earnings from Marvell, Costco, Dell, Gap, ULTA, Foot Locker, Best Buy & Kohl's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Parlons-Nous
Famille : Pauline a le sentiment que son fils n'est pas heureux dans son mariage

Parlons-Nous

Play Episode Listen Later May 28, 2025 28:15


Pauline partage ses inquiétudes concernant la relation tendue avec sa belle-fille et le mal-être apparent de son fils dans son mariage. Elle exprime sa frustration face aux tensions familiales et son désir de ne pas intervenir pour préserver la paix. Chaque soir, en direct, Caroline Dublanche accueille les auditeurs pour 2h30 d'échanges et de confidences. Pour participer, contactez l'émission au 09 69 39 10 11 (prix d'un appel local) ou sur parlonsnous@rtl.fr.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Capstone Wealth Management: Money Talks

1) UD DOLLAR - Headed higher?2) SENTIMENT - Big boost3) M2 - Printer is back.

The Rational Reminder Podcast
Episode 358 – Dr. Eli Beracha: Renting versus Buying a Home

The Rational Reminder Podcast

Play Episode Listen Later May 22, 2025 67:22


Dr. Eli Beracha has recently been recognized by The Journal of Real Estate Literature as the world's third best in research productivity, and today, we are honoured to be joined by this top industry expert to bring more clarity to the renting versus buying debate. We use Dr. Beracha's ‘Lessons from Over 30 Years of Buy Versus Rent Decisions: Is the American Dream Always Wise?' and ‘Housing Ownership Decision-Making in the Framework of Household Portfolio Choice' papers as the basis for most of today's conversation, beginning with why owning a home is deeply rooted in the perception of the American dream. Then, we discover how to measure the true price of home ownership, how the American dream and other psychological factors influence one's decision-making, how hard assets perform compared to stocks and bonds, and why renting comes out ahead of buying nine times out of ten. We also learn why owning is for the inherently wealthy, the ins and outs of Dr. Beracha's rent versus buy index, the rate of property appreciation versus stock appreciation, and how renting influences saving habits compared to owning a home. To end, we dive deeper into the risk-adjusted wealth accumulation of home ownership versus renting, and Dr. Beracha compares the efficiency of the real estate market to the stock market while detailing everything to take into account to be fully-equipped to make your decision to rent or buy.   Key Points From This Episode:   (0:00:00) Why Dr. Eli Beracha is one of the world's best to discuss renting vs buying a home.  (0:05:32) Understanding why owning a home is deeply entrenched in the American dream. (0:06:10) The various aspects to consider when measuring the price of home ownership.  (0:07:57) Weather Dr. Beracha agrees with the adage “renting is throwing money away.” (0:09:36) What the price of a home should represent, and how psychology influences decisions.  (0:16:48) Unpacking Dr. Beracha's 2012 paper subtitled, ‘Is the American Dream Always Wise?'  (0:19:51) Hard assets versus stocks and bonds, and why renting pips buying most of the time.  (0:26:00) Why many still choose to own a home despite long-term financial discrepancies.   (0:30:53) The ins and outs of Dr. Beracha's rent versus buy index.  (0:39:46) Why homeowners are usually wealthier than renters even though renting is “cheaper.” (0:42:03) Property appreciation, stock appreciation, and the renter's savings rate. (0:47:41) How home ownership influences saving habits compared to renting.  (0:49:46) The risk-adjusted wealth accumulation of home ownership versus renting. (0:58:40) Dr. Beracha compares the efficiency of the real estate market to the stock market.  (1:03:22) Everything you need to take into account to make your decision to rent or buy.   Links From Today's Episode: Meet with PWL Capital — https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dan Bortolotti on LinkedIn — https://www.linkedin.com/in/dan-bortolotti-8a482310/  Episode 325: Addressing 200+ Comments on Renting vs. Owning a Home — https://rationalreminder.ca/podcast/325   Episode 196: Sebastien Betermier: Hedging, Sentiment, and the Cross-Section of Equity Premia — https://rationalreminder.ca/podcast/196  Dr. Eli Beracha — https://www.theberachateam.com/  Dr. Eli Beracha on LinkedIn — https://www.linkedin.com/in/eli-beracha-b8082250/  Dr. Eli Beracha on Instagram — https://www.instagram.com/dreliberacha/  Tibor and Sheila Hollo School of Real Estate | FIU — https://business.fiu.edu/academics/departments/real-estate/   KBIS Capital — https://kbiscapital.com/  Journal of Real Estate Literature — https://www.tandfonline.com/journals/rjel20    Papers From Today's Episode:    ‘Lessons from Over 30 Years of Buy Versus Rent Decisions: Is the American Dream Always Wise?' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1814227    ‘Housing Ownership Decision-Making in the Framework of Household Portfolio Choice' — https://www.tandfonline.com/doi/abs/10.1080/10835547.2017.12091472  ‘Findings from a Cross-Sectional Housing Risk-Factor Model' — https://www.researchgate.net/publication/236023682_Findings_from_a_Cross-Sectional_Housing_Risk-Factor_Model

Friend Forward
"It's just easier to be friends with guys" -- a sentiment we need to unpack.

Friend Forward

Play Episode Listen Later May 22, 2025 13:55


In this episode of the Friend Forward podcast, host Danielle Bayard Jackson delves into the complexities of women's friendships, particularly the perception that friendships with men are easier. She explores various factors contributing to this belief, including differences in:conversation styles bonding ritualsemotional expectationssafety concernsThrough research and personal reflections, Danielle emphasizes the importance of understanding these dynamics and encourages listeners to appreciate the value of both male and female friendships.Note: This is an excerpt from the full episode, which is available exclusively on Patreon. Join us anytime at betterfemalefriendships.com/podcast.----------------------------------** Book Danielle to speak at your conference, seminar, or retreat by contacting info@tellpublicrelations.com (and view her speaking reel here).---------------------------------Thanks to our sponsor TELL PUBLIC RELATIONS.If you've ever wondered how friendship expert Danielle Bayard Jackson is able to elevate her brand through speaking engagements, podcast interviews, and television appearances, learn more at tellpublicrelations.com and see how we can get the same visibility for your brand. TELLPUBLICRELATIONS.COM

Becker Group C-Suite Reports Business of Private Equity
Private Equity Sentiment, Market Momentum & Access to Capital with Rick Kes of RSM 5-17-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later May 17, 2025 7:21


In this episode, Rick Kes, Partner at RSM, joins Scott Becker to discuss the cautious optimism in private equity, the impact of public market news on investor sentiment, and ongoing challenges around interest rates and access to capital.

Becker Group C-Suite Reports Business of Private Equity
Private Equity Sentiment, Market Momentum & Access to Capital with Rick Kes of RSM 5-17-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later May 17, 2025 7:16


In this episode, Rick Kes, Partner at RSM, joins Scott Becker to discuss the cautious optimism in private equity, the impact of public market news on investor sentiment, and ongoing challenges around interest rates and access to capital.

The Meb Faber Show
BCG's Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582

The Meb Faber Show

Play Episode Listen Later May 16, 2025 45:35


Today's guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today's episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of adapting to changing global conditions. Then he applies that framework to the world today and shares his view on tariffs and changing trade relations, the impact of AI on labor and the deflationary effects of technology. He also covers global currencies, including the dollar and gold, and if he believes we are headed for a recession. (0:00) Starts (1:07) Rejecting the master model mentality (3:34) The allure of doom (8:08) Historical recession risk frameworks (14:00) Public debt, balance sheets, and global tariff impacts (19:41) Sentiment indicators (24:41) Wealth distribution in different regions (28:44) AI's impact on labor (33:05) De-dollarization (40:02) Most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices