Podcasts about Sentiment

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Best podcasts about Sentiment

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Latest podcast episodes about Sentiment

Lance Roberts' Real Investment Hour
7-9-25 How to Protect Your Multi-decade Retirement from Inflation

Lance Roberts' Real Investment Hour

Play Episode Listen Later Jul 9, 2025 46:17


More Tariff trouble on the horizon, but markets have seen this movie before (The Stick & Carrot Show). Market risk remains, as markets are highly deviated. Sentiment remains positive; there's a large gap between market performance and economic data, however. Deviations tend to resolve themselves to the downside. Lance Roberts & Danny Ratliff reveal how to shield your retirement savings from decades of inflation: The necessity of Inflation and how to deal with it (inflation is a function of economic growth); the mistake of being too conservative, fear of The Black Swan that never appears. Lance reveals his memory challenges; living thru market downturns, and lessons learned. Market downturns don't happen over night. Treasuries vs Equities: What's the proper blend? Passive Investing is an oxymoron. Risk management is essential for fighting inflation. SEG-1: Tariff Threats Return, Market Risk Rises SEG-2: The Necessity of Inflation and How to Deal With It SEG-3a: Lance's Dementia Test SEG-3b: Living thru Market Downturns SEG-4: Inflation-proofing Retirement - Treasuries vs Equities RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=y4MmYoAZvc0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "Market Risk is Rising," is here: https://www.youtube.com/watch?v=NdRpxHuJF4s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "ETF's Are Eating the World," https://www.youtube.com/watch?v=18uxAOHUAE0&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2 ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #RetirementPlanning #InflationProtection #RetirementSavings #FinancialFreedom #SmartInvesting #InvestingStrategies #FinancialMarkets #InvestingAdvice #Money #Investing

The Dividend Cafe
Tariff Threats (LOL?)

The Dividend Cafe

Play Episode Listen Later Jul 7, 2025 13:32


Today's Post - https://bahnsen.co/45XWcrO Market Reactions and the Impact of New Tax Legislation In this Monday edition of Dividend Cafe, David recaps the past week's market activity, the impact of recent tariff threats, and the passing of the 'One Big Beautiful Bill Act' tax legislation. The DOW, S&P, and Nasdaq experienced volatility, primarily due to trade war-related announcements. Despite recent fluctuations, market internals remain healthy. Discussion includes the contrarian sentiment in investor behavior, and upcoming detailed coverage of the new tax bill. Other topics include economic data such as job numbers and ISM services index, alongside updates on federal student loans and oil exports. 00:00 Introduction and Weekend Recap 00:53 Market Overview and Volatility 03:49 Sentiment and Indicators 05:04 New Tax Bill Insights 07:45 Public Policy and Trade Tariffs 08:47 Economic Data Highlights 11:27 Conclusion and Upcoming Topics Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

ET Markets Podcast - The Economic Times
ET Market Watch: Markets flat, tariff fears rise; Trump's warning shakes sentiment

ET Markets Podcast - The Economic Times

Play Episode Listen Later Jul 7, 2025 2:05


Brain in a Vat
Patriotism Unpacked | Spencer Case (Rebroadcast)

Brain in a Vat

Play Episode Listen Later Jul 6, 2025 59:38


What does it mean to be patriotic, or to love your country? Some argue that patriotism is virtuous because it allows us to transcend our selfish needs and act for the good of our community. But others argue that patriotism is overly narrow-minded, arbitrary and sometimes immoral.Microdigressions Podcast: https://www.youtube.com/@Micro-DigressionsChapters:[00:00] Introduction to Brain Nevada[00:27] Exploring John Lennon's 'Imagine'[01:11] Critique of Utopian Ideals[01:52] Possessions and National Identities[05:44] The Role of Security Companies[06:19] Metaphysics of Property and Groups[11:58] Patriotism and Fictional Nations[15:07] Patriotic Love and Social Constructs[17:44] Allegiance and National Identity[23:34] Rationality of Patriotism[29:09] Patriotism Post-9/11: Sentiment and Criticism[30:56] Moral Conflicts in Patriotism[34:28] Patriotism and Unjust Wars[40:00] Loyalty and Its Limits[44:09] Patriotism in Historical Contexts[47:28] The Invisible Hand[49:23] Patriotism in a Globalized World[56:09] The Future of Nation States and Global Culture[58:55] Closing Thoughts

Parlons-Nous
Veuvage : Hélène a le sentiment d'avoir sacrifié sa vie pour la carrière de gendarme de son mari

Parlons-Nous

Play Episode Listen Later Jul 4, 2025 41:00


REDIFF - Hélène a passé sa vie avec son mari gendarme, décédé il y a une douzaine d'années. Elle a mis sa carrière de côté pour suivre son mari. Aujourd'hui, elle a le sentiment que ce sacrifice n'est pas pris en considération. En réaction, Agnès nous fait part de sa vie lorsqu'elle était mariée à son mari militaire. 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.

Everyday AI Podcast – An AI and ChatGPT Podcast
EP 559: ChatGPT's Updated Custom GPTs: What's New and How They Work

Everyday AI Podcast – An AI and ChatGPT Podcast

Play Episode Listen Later Jul 2, 2025 46:40


Wanna hear a lil secret?You (likely) have no clue what custom GPTs are capable of inside of ChatGPT. OpenAI just updated their capabilities, yet no one's talking about it. Why? The original hype and hoopla from their late 2023 launched fizzled and faded away, and now many AI users have written GPTs off. Big mistake. You won't believe what the newly upgraded GPTs are capable of.Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Thoughts on this? Join the convo.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:Custom GPTs Launch & Initial ReceptionUpdated OpenAI Custom GPT CapabilitiesExpanded Model Support for Custom GPTsBusiness Applications of Custom GPT UpdatesLive Demo of New Custom GPT FeaturesInsight Synthesizer GPT's Unique AbilitiesMeeting Actionizer GPT for Business EfficiencyPersonalizing with the Updated GPT ModelsTimestamps:00:00 "Upgraded Custom GPTs Revolution"04:52 GPT Building: Web Access Only06:46 "Podcast Rambling Concerns"09:56 Benefits of Using Custom GPTs13:18 Using Custom GPTs and GPT Store17:16 Simple AI Tool Usage Guide21:32 Custom ChatGPT Limitations Explained25:17 Exploring AI's Efficiency in Tasks27:06 "AI Impact Dashboard for 2025"32:03 GPT-4 vs. GPT-3: Agentic Abilities35:33 Reasoning Models Enhance Meeting Analysis36:53 AI Meeting Summary Features40:40 Personalized NVIDIA Stock Insights42:38 GPT Custom Models: New DevelopmentsKeywords:Custom GPTs, OpenAI updates, Expanded model support, No code creation, Custom actions, GPT store, Enterprise rollout, Recommended model, O3 model, O3 Pro model, GPT-4.5, Data storytelling, AI humanizer, Multimodal capabilities, Sentiment analysis, Thematic clustering, Research analyst, Meeting actionizer, Personalized learning architect, Financial snapshot, Web search, Canvas mode, Python coding, Boolean search, AGSentic reasoning, Chain of thought, Knowledge files, Fine-tuning, Domain expertise, Automated workflows, Generative AI, Creative marketing, Information synthesis, Meeting analysis, Decision automation, Webhooks, APIs, Knowledge tokenization.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner

Eternal Durdles
The Ban List Dilemma: "Sentiment" is less than "Data"

Eternal Durdles

Play Episode Listen Later Jul 1, 2025 36:25


Zac Clark and Max Gilmore discuss the recent ban and restricted list announcement for the Legacy format in Magic: The Gathering. They explore the emotional reactions from the community, the balance between player sentiment and data-driven decisions, and the impact of popular decks on player experience. The discussion delves into the psychological effects of losing to certain decks, the current metagame, and the future of Legacy as a format. Both speakers emphasize the importance of community engagement and innovation in deck building.

Eternal Durdles
The Ban List Dilemma: "Sentiment" is less than "Data"

Eternal Durdles

Play Episode Listen Later Jul 1, 2025 36:25


Zac Clark and Max Gilmore discuss the recent ban and restricted list announcement for the Legacy format in Magic: The Gathering. They explore the emotional reactions from the community, the balance between player sentiment and data-driven decisions, and the impact of popular decks on player experience. The discussion delves into the psychological effects of losing to certain decks, the current metagame, and the future of Legacy as a format. Both speakers emphasize the importance of community engagement and innovation in deck building.

Investment Talks - All About Investing
Global Cues Signal Positive Sentiment...01-Jul-25

Investment Talks - All About Investing

Play Episode Listen Later Jul 1, 2025 1:32


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 Cues Signal Positive Sentiment...01-Jul-25

Investment Talks - All About Investing

Play Episode Listen Later Jul 1, 2025 1:32


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 Cues Signal Positive Sentiment...01-Jul-25

Investment Talks - All About Investing

Play Episode Listen Later Jul 1, 2025 1:32


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.

Doing CX Right‬ Podcast
181. Dollars and Sentiment: Measuring the Real Value of Customer Emotions | Patrick McCullough

Doing CX Right‬ Podcast

Play Episode Listen Later Jun 30, 2025 29:53


Many business leaders believe emotional connection is unquantifiable and too fluffy to produce real results. This episode of Doing CX Right challenges that view. Stacy Sherman and Patrick McCullough of Hallmark Business Connections reveal how emotional engagement directly influences revenue, retention, and customer loyalty. Listen to how a retailer's handwritten card campaign to one million top customers outperformed all other marketing campaigns. Discover how a tool empowered call center teams to turn everyday interactions into loyalty-building experiences. If you think emotions can't be measured—or don't affect your bottom line—this episode proves otherwise. Connect with and learn more about innovative approaches to customer experience:  Website & Resources:  Got questions for Stacy Sherman, reach out at  Book time with Stacy through this   Access FREE Customer Experience Audit Tool: Grow as a CX Professional with our numerous    

Pascal Praud et vous
Canicule : avez-vous le sentiment qu'il fait de plus en plus chaud, année après année ?

Pascal Praud et vous

Play Episode Listen Later Jun 30, 2025 15:56


Chroniqueurs :  - Sarah Saldmann, avocate - Gauthier Le Bret, journaliste - Christophe Bordet, journaliste Vous voulez réagir ? Appelez-le 01.80.20.39.21 (numéro non surtaxé) ou rendez-vous sur les réseaux sociaux d'Europe 1 pour livrer votre opinion et débattre sur grandes thématiques développées dans l'émission du jour.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Schwab Market Update Audio
Inflation Data, Bank Stress Tests, Sentiment Ahead

Schwab Market Update Audio

Play Episode Listen Later Jun 27, 2025 9:04


Investors brace for May PCE prices, Fed stress test results on big banks, and final June consumer sentiment. Nike shares are under a microscope after earnings.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.(0130-0625)

Jamie and Stoney
9:00 HOUR: Costa investigates the anti-Bregman sentiment, Heather delivers the news

Jamie and Stoney

Play Episode Listen Later Jun 27, 2025 25:00


9:00 HOUR: Costa investigates the anti-Bregman sentiment, Heather delivers the news

De Grote Vriendelijke Podcast
Aflevering 144: Update juni 2025

De Grote Vriendelijke Podcast

Play Episode Listen Later Jun 27, 2025 74:08


De laatste Grote Vriendelijke Update voor de zomerstop is een goed gevulde aflevering geworden. Kinderboekrecensenten Jaap Friso (JaapLeest.nl) en Bas Maliepaard (Trouw) praten over de 70ste verjaardag van nijntje, de Zilveren Griffels en Penselen en duiken in de wereld van de leesclubs voor leesbevorderaars, die als paddenstoelen uit de grond schieten. Oprichters van de eerste Leesclub van leesbevorderaars, Geert Vermeegen en Rigoberta Mejia Sian, vertellen hoe zij in Utrecht de aanzet hebben gegeven van wat een landelijke beweging lijkt te worden. Verder natuurlijk boekentips, Bert Kranenbarg met het nieuws en Katinka Polderman verheugt zich op een zomer zonder krant en mét een boek. Verwijzingen in deze aflevering nijntje Het artikel dat Bas in 2015 schreef over de taal van nijntje kun je hier lezen. Theater van het Sentiment De zomerrubriek van Jaap over klassieke kinderboeken is deze zomer elke zondag te horen rond de klok van half vijf in het radioprogramma Theater van het Sentiment op NPO Radio 5. Griffels & Penselen Een overzicht van alle Zilveren Griffels en Penselen van 2025 vind je in het juryrapport. Boekentips 'Roos redt de brandweer' Anke Kranendonk Tekeningen: Puck Koper Gottmer 3+ 'Zusje' Janneke Schotveld & Rifka Mels Querido 15+ 'De opdracht van Tula' Robin Raven Lemniscaat 12+

Grand angle
"C'est pire qu'une prison" : en Syrie, le sentiment partagé des familles évacuées du camp d'Al-Hol

Grand angle

Play Episode Listen Later Jun 26, 2025 2:07


durée : 00:02:07 - Le grand format - En Syrie, 42 premières familles ont été évacuées du camp d'Al-Hol, en vertu d'un accord signé avec les autorités kurdes. Il accueille des dizaines de milliers de familles affiliées à l'État islamique. À l'heure où le groupe terroriste refait surface, leur rapatriement est un enjeu de taille. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

The Agile World with Greg Kihlstrom
#695: Why Trust Is a Strategy, Not a Sentiment with Dana Bodine, Trustpilot

The Agile World with Greg Kihlstrom

Play Episode Listen Later Jun 25, 2025 28:58


If nearly half of consumers spend more with brands they trust, why aren't more companies making trust a core business strategy instead of just a tagline? To help me explore this question, I'm joined by Dana Bodine, U.S. Vice President of Marketing at Trustpilot, the world's largest independent platform for customer feedback. About Dana BodineDana is an experienced marketing executive and currently serves as Vice President of Marketing for the US at Trustpilot. Prior to this role, Dana held multiple leadership positions including Vice President of Marketing and PR at Pagaya, and Vice President of Global B2B Marketing for Strategic Growth at Mastercard, where responsibilities encompassed inclusive growth initiatives and enterprise partnerships. Additional experience includes Vice President of Global Marketing at Mastercard Labs, Vice President of Corporate Marketing and Brand Development at Time Inc., and strategic marketing roles at Apple and NBCUniversal Media, LLC. Dana's early career featured positions at The New York Times and Warner Bros., focusing on advertising and digital marketing. RESOURCES TrustPilot: https://www.trustpilot.com https://www.trustpilot.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150"Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

The Real Estate Crowdfunding Show - DEAL TIME!
Navigating Risk, Noise, and Uncertainty

The Real Estate Crowdfunding Show - DEAL TIME!

Play Episode Listen Later Jun 25, 2025 79:59


Navigating Risk, Noise, and Uncertainty: Barry Ritholtz on Investing in a Volatile World   In my conversation with Barry Ritholtz, chairman of Ritholtz Wealth Management and host of Bloomberg's “Masters in Business” podcast, we explored market and real estate cycles, caution, and capital allocation in today's increasingly unpredictable economic environment. Below are the most actionable and provocative takeaways for real estate investors, both passive and professional, drawn from Barry's decades of lessons and market observations.   Origins of Insight: From Blog to Bloomberg Ritholtz didn't set out to run a multi-billion-dollar firm. What started as daily trading notes eventually evolved into a blog, a book, Bailout Nation, and a platform that positioned him to correctly call both the top and bottom of the 2008 financial crisis. This journey, grounded in curiosity and behavioral finance, shaped the contrarian and data-driven approach he still employs today.   "I just wanted to know why some people made money while others didn't doing the same thing."   The 2008 Playbook: Behavioral Edge Over Economic Models Ritholtz attributes his early warning of the Global Financial Crisis (GFC) to non-traditional thinking and real estate roots (his mother was a real estate agent). Observing abnormal refinancing activity and "cash-out mania" led him to investigate securitized debt and derivative risk, well before it was mainstream.   He reverse-engineered risk from Reinhart & Rogoff's crisis research and famously predicted the Dow's decline to ~6,800—earning mockery initially, then vindication.   Echoes of 2008? Why This Time Feels Precarious While he stops short of predicting a crisis, Ritholtz allows for a 10–15% probability of a self-inflicted depression – a worst-case scenario rooted not in structural weakness, but political mismanagement.   “It [is an] asymmetrical risk to take one bullet, put it in a six shooter, spin the wheel, and put it up against your head with a $28 trillion economy.”   From tariffs to immigration policy to fiscal gamesmanship, Ritholtz sees signs that the U.S. may be eroding the long-standing trust that underpins reserve currency status and global capital flows.   Cash Isn't a Plan, Discipline Is When asked whether it makes sense to sit in cash and wait out the next downturn, Ritholtz counters with behavioral caution. Historically, those who “go to cash” rarely reenter at the right time and often miss the rebound entirely.   “If you're going to sit out in cash, do you have the temperament, the discipline to get back in?” Instead, he recommends building resilience: modest leverage, long-term focus, and capital efficiency – hallmarks of legends like Sam Zell, who Ritholtz holds up as a model of disciplined real estate investing.   A Word on Leverage: Use with Extreme Care High leverage is the common thread in stories of ruin. Ritholtz referenced the downfall of the Peloton CEO, who borrowed heavily against inflated stock. The same caution applies to over-leveraged real estate investors, especially those who haven't endured a full cycle.   “Market crashes are where capital returns to its rightful owners.”   For CRE sponsors, now is the time to refinance where possible, preserve cash, and maintain flexibility, even if that means lower IRR projections.   How to Filter the Noise: Create an Information Diet Ritholtz emphasized the need to tune out “financial candy from strangers” – the firehose of social media, Substacks, and hot takes by unvetted commentators.   “They don't know your zip code, your goals, your tax bracket. Why would you trust them?” He recommends identifying a shortlist of credible voices with defined, rational processes and a record of sound judgment. “Build your A-Team,” he advises. “Then ignore the rest.”   Real Estate Today: Not Monolithic, but Multifaceted Unlike equities, real estate behaves very differently depending on location, asset class, and capital structure. While some sectors (e.g., Class B office) remain distressed, others (e.g., data centers, multifamily in select markets, industrial) are faring relatively well.   “Literally, there are properties [Zell] held for half a century. He was long term… used modest amounts of leverage, and he bought great properties at even better prices.”   Ritholtz warns against painting real estate with a broad brush and urges nuanced thinking about cycles, risk-adjusted return, and operator quality.   Sentiment vs. Signals: What to Watch Now While he downplays the predictive power of investor sentiment, Ritholtz monitors: Three-month moving averages of non-farm payrolls Rounded tops in S&P earnings trends Residential real estate supply conditions in key metros Dollar strength (as a proxy for confidence and capital flows) “If the dollar keeps falling and supply starts rising in housing markets, it's time to pay attention.”   Dollar, Debt, and the Doomsayers Ritholtz is blunt about the debt debate. He finds most public discourse alarmist and often wrong. With the U.S. still enjoying reserve currency privileges, he sees no imminent collapse but warns against complacency.   “We've been hearing the deficit will destroy America for 50 years. It hasn't. But bad policy could.”   He is more concerned with underinvestment in infrastructure and human capital than with rising debt levels per se.   Closing Counsel for Investors For those sitting on fresh capital, say $1 million, Ritholtz advises: Clarify your goals (retirement, education, housing). Max out tax-advantaged accounts. Build a core of low-cost index exposure. Don't chase alpha before securing beta. Avoid overcomplexity: “Two dozen funds is not a portfolio.” His parting message? Discipline beats prediction. And humility is a superpower.   Final Thought “Everyone is faking it to some degree. The real danger isn't what you don't know – it's not knowing what you don't know.”   In an age of volatility and noise, Ritholtz's framework stands out: stay informed, stay skeptical, and invest like risk is real – because it is.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

Les Grandes Gueules
La réalité du jour - Jean-Loup Bonnamy : "La France se tiermondise. On a des impôts stratosphériques, nos routes se délabrent, notre service public s'effondre. Où va l'argent ? On a le sentiment de payer et de ne rien avoir" - 25

Les Grandes Gueules

Play Episode Listen Later Jun 25, 2025 1:34


Aujourd'hui, Jean-Loup Bonnamy, Mourad Boudjellal et Fatima Aït Bounoua débattent de l'actualité autour d'Alain Marschall et Olivier Truchot.

Ransquawk Rundown, Daily Podcast
Europe Market Open: Sentiment boosted as Trump announces Israel-Iran ceasefire, now formally in effect

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 24, 2025 4:03


Risk was supported on Wall Street following Iran's "symbolic" strike on a US base in Qatar—de-escalatory in nature, given the clear effort to minimise casualties and collateral damage.Sentiment was further bolstered at the resumption of futures trading after US President Trump announced a ceasefire agreement between Iran and Israel, effective 05:00 BST.Israeli strikes were continuous as markets headed into Iran's proposed ceasefire time (01:30 BST) vs Trump's guided time (05:00 BST).Crude oil tumbled 9% on Monday, with losses of almost 3% seen heading into the European open.European equity futures are indicative of a positive open with the Euro Stoxx 50 future +1.2% after cash closed -0.2% on Monday.Looking ahead, highlights include German Ifo, Canadian Inflation, US Consumer Confidence, NZ Trade, NBH Policy Announcement, BoE's Bailey, Greene, Ramsden, Pill, Breeden; ECB's Lagarde, de Guindos, Lane; Fed's Powell, Hammack, Williams, Collins, Barr, NATO summit, Supply from UK, Germany, US, Earnings from FedEx, Carnival.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: Sentiment bolstered after Israel-Iran ceasefire comes into effect; Israel claims Iran violated agreement

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 24, 2025 3:44


Sentiment bolstered after US President Trump announced a ceasefire agreement between Iran and Israel, effective 05:00 BST / 00:00 EDT.Though Israel claimed Iran had launched ballistic missiles and violated the agreement, which Iran has denied.USD softer as geopolitical premium recedes, attention now turns to Fed Chair Powell who testifies before the House.Bonds hold a bearish bias given latest Iran-Israel ceasefire; USTs are lower by a handful of ticks whilst Bunds are hit on updates via the German Finance Ministry.Crude clipped by the ceasefire, XAU loses its shine, base metals find a floor.Looking ahead, Canadian Inflation, US Consumer Confidence, NZ Trade, NATO Summit, NBH Policy Announcement, BoE's Bailey, Ramsden, Pill, Breeden; ECB's Lagarde, de Guindos, Lane; Fed's Powell, Hammack, Williams, Collins, Barr, Supply from the US, Earnings from FedEx, Carnival.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The KE Report
Craig Hemke - Geopolitics Driving Markets: Oil Price Volatility, Safe Haven Sentiment, and a Precious Metals Summer Rally?

The KE Report

Play Episode Listen Later Jun 23, 2025 20:59


In this KE Report Daily Editorial, we're joined by Craig Hemke, founder and editor of TFMetalsReport.com, for a timely and wide-ranging discussion on the intersection of geopolitics, precious metals, the US dollar, and mining equities.   We kick things off with the surprising market reaction to US missile strikes in Iran - including the sharp reversal in oil prices and the perception that escalation may be de-escalating. Craig explains why weekend geopolitical events often produce less market volatility by the time trading resumes, and how this specific event might mirror the short-lived Israel-Iran tensions from late 2024.   We then shift focus to the precious metals markets, where: The US Dollar Index hovering at 98 is acting as a pivotal level. A breakdown toward 96 could serve as a tailwind for both gold and silver, with gold already consolidating around $3,400. Craig sees signs of a summer rally for precious metals, especially if the dollar weakens further. Silver backwardation and contract rollovers are creating short-term volatility, particularly with July contracts nearing expiration. A strong monthly and quarterly close for silver could set the stage for a technical breakout. On the mining equities side: Craig notes Newmont (NEM) is up ~50% YTD but still lagging more efficient operators. He expects a positive Q2 earnings season for miners, driven by significantly higher average gold and silver prices. However, not all equities will benefit equally. Craig emphasizes focusing on companies with low all-in sustaining costs, wide margins, and disciplined cost controls. He also sees last week's weakness in GDX as potentially related to NYSE options expiration and short-term oil price fears—not a broader trend reversal. We also preview Fed Chair Powell's congressional testimony and the mixed signals from the FOMC dot plot, as well as the uncertainty created by potential tariff reinstatements under Trump. Follow Craig's work at TFMetalsReport.com

Cheques & Balances
Inflation Forecasting: Why Is Business Sentiment So Low? Ft. Matthew Harris | Episode 338

Cheques & Balances

Play Episode Listen Later Jun 22, 2025 15:42


Inflation is easing, rates are dropping - so why are Kiwi businesses still stuck in a rut? In this episode, we're joined by Matt Harris, Managing Director of Lighthouse Financial, to unpack why business sentiment remains low despite positive economic signals, exploring interest rates, productivity, mindset, and access to capital.Next Steps: Want to make the most of tax breaks and falling rates? Speak to Lighthouse Accounting about structuring your business for growth.For more money tips follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.

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.

Ransquawk Rundown, Daily Podcast
US Market Open: Sentiment improves as US refrains from any Middle-East involvement, FOMC ahead

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 18, 2025 3:35


Firing between Israel and Iran continued overnight. Iran used a hypersonic missile, while no attacks were seen from the US. Risk recovered and oil waned off highs.US officials signalled that the next 24 to 48 hours would be critical in determining whether a diplomatic solution with Iran is possible -- or if the president might resort to military action instead, according to ABC.European bourses tread water amid geopolitical updates and the looming FOMC rate decision; US equity futures are modestly higher.USD gives back some of Tuesday's gains; Antipodeans lead whilst the CHF underperforms.Gilts initially pressured after CPI. More recently, modest bid into the green awaiting rhetoric from Iran's Supreme Leader.Crude softer as traders await updates from the US; XAU also on the backfoot.Looking ahead, US Building Permits, Housing Starts, Jobless Claims, Fed & BCB Policy Announcements, speakers include ECB's Nagel, Elderson, Lane, de Guindos, BoC's Macklem; Fed Chair Powell.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

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.

Ransquawk Rundown, Daily Podcast
Europe Market Open: Trump tells “everyone” to evacuate Tehran, leaves G7 for something “bigger than” brokering a ceasefire; BoJ's Ueda up next

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 17, 2025 4:22


APAC stocks traded mixed/mostly lower with the region failing to coattail on Wall Street's gains, as geopolitical angst kept risk subdued.US President Trump posted that "Everyone should immediately evacuate Tehran!" before cutting his G7 trip short, stoking fears of a US military offensive. Sentiment later stabilised after CBS reported that the US is not joining Israel offensively in its military operations against Iran.BoJ maintained its rate at 0.5% as expected via unanimous vote, and is to reduce the amount of monthly JGB purchases by about JPY 200bln each quarter from April 2026 onward (as telegraphed); Tamura dissented on the taper plan.Japanese PM Ishiba and US President Trump did not reach a tariff agreement, but confirmed they are to continue tariff talks, according to Fuji TV.European equity futures are indicative of a softer open with the Euro Stoxx 50 future -0.6% after cash closed with gains of 1.0% on Monday.Looking ahead, highlights include German ZEW, US Export/Import Prices, Retail Sales, Industrial Production, BoJ Press Conference, BoC Minutes, G7 Leaders' Summit, IEA OMR, Supply from UK, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Broken Pie Chart
Geopolitical Risk | Most Volatile Decade? |Housing Is Cheap? | Gold & Oil Get a Bid

Broken Pie Chart

Play Episode Listen Later Jun 16, 2025 41:42


Derek Moore examines markets around historical geopolitical events. Plus, the 2020s are trending to be the most volatile decade and by the way we are up over 80% so far. Then, looking at the pop in gold and crude oil this week and perspective on where those markets are. Plus, a contrarian take that housing is actually cheap. Later talking semiconductor stocks, the US dollar index, inflation, and useless sentiment surveys.   1-year forward inflation expectations U-Michigan survey Sentiment gets better Gold breaks out of its most recent range while crude oil breaks back into its prior range US Dollar bearishness is the prevailing opinion so is it too crowded of a view? Semiconductors 40%+ off the bottom but still sideways since their all-time high in July 2024 Markets 1-year later after geopolitical events Will the 2020s have the most 1% +/- days ever? S&P 500 Index earnings expectations forward 12 months update Price per square foot US Housing National average Is housing cheap when considering adjustments for inflation and average square footage?   Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com         

Ransquawk Rundown, Daily Podcast
US Market Open: Broadly positive sentiment, Crude in the red despite continuing Iran-Israel strikes, ES +0.4%

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jun 16, 2025 4:55


Israel and Iran launched fresh attacks on each other's major cities, with exchanges of fire continuing into a third day on Sunday, according to multiple media outlets; Initial strength in crude now pared amid potential ceasefire efforts but no progress yet.Israeli drones on Saturday targeted the South Pars Gas Refinery and the Fajr Jam Gas Refinery, according to Tasnim News Agency.US President Trump posted on Truth Social on Sunday: "Iran and Israel should make a deal, and will make a deal, we will have PEACE, soon, between Israel and Iran! Many calls and meetings now taking place."European bourses modestly firmer across the board; US equity futures also higher, ES +0.4%.USD is on the backfoot, Antipodeans lead benefiting from the risk tone whilst havens lag.Bonds fade overnight gains as inflation dictates recent action.Looking ahead, G7 meeting, US NY Fed, OPEC MOMR, Speakers include ECB's Cipollone & Nagel, and Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

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.

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

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.