Podcasts about Sentiment

Episode 304 reunites The Analysts — Remarkable Retail's celebrated panel of Forrester's Sucharita Kodali, Guggenheim's Simeon Siegel, and GlobalData's Neil Saunders — to take stock of retail coming out of earnings season. Steve Dennis and Michael LeBlanc open on the paradox of 2026: results are largely strong, sentiment is dismal. Simeon argues the link between the two is "tenuous at best" — people talk one way and spend another. Neil has the data: roughly 60% of shoppers who expect the economy to worsen still spent more than a year ago, propped up by spring tax refunds that won't repeat. Then the K-shaped economy. Higher-income households drive most of the real volume growth; middle-income shoppers prop up value growth mainly because prices are higher. Sucharita revisits "peak ambiguity" and the "vibe session," noting record sales barely outrun stubborn inflation. The panel unpacks the standouts — Ross's 17% comp, Victoria's Secret up 15% — and debates GLP-1's role in surging apparel and beauty: wardrobe replacement, new confidence, trading up to statement pieces. On turnarounds, Simeon lands the episode's sharpest thesis: brands "ubiquitize" and peak around $3–4 billion in the US. Lululemon got too big, over-distributed, and over-earning — so the bad sales have to "walk out the door" before the brand can re-elevate, the same lens that frames Nike's long reset. He and Sucharita draw the Gap parallel ahead of Simeon's on-stage interview with Mickey Drexler, noting Old Navy now dwarfs Gap itself. Neil makes the case for Macy's under Tony Spring — basics fixed first, satisfaction and visitation improving — while Steve stays skeptical of the pace. Next, the DTC reckoning. Simeon reframes his old "DTC is not all it's cracked up to be" call as "anti-anti-wholesale": outside high-margin luxury, nearly every brand needs a healthy wholesale business — and stores remain the best channel because "the customer is your employee." Sucharita pushes back on the AI narrative, reminding everyone it's far more than generative hype, as the panel digs into why scaled players — Amazon, Walmart, Costco, off-price — keep compounding through retail media, marketplaces, and flywheel economics. It closes on the wealth effect, trillion-dollar market caps, and whether a market correction could rattle high-end spending — then rapid-fire hot takes: brands to watch (Cozey, Ross Stores, Goyard) and what's on each analyst's radar, from inflation and surging oil prices to a quiet "middle of the doughnut" news lull and an election year's hunt for stability. Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets: Your code is "REMARKABLE" . See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

With the full moon drawing closer, Leo turns to last resorts to get what they need for the ritual. Content Warnings: Discussion of death and grief; extensive discussion of religion and evangelism; Mentions of mental decline in an elderly person Transcript: https://tellnotalespod.com/transcript-s2-e23-utility-and-sentiment/ As an extra note, I have a Buy Me a Coffee page now! I'm still in the progress of setting up a Patreon with extra rewards for patrons, and we have a merch store in the works! But my financial situation is getting a bit dicey at the moment, so if you would still like to support me in the meantime, you can do so here: https://buymeacoffee.com/leonegan Written and produced by Leon Egan. In this episode you heard the voices of Leon Egan as Leo Quinn, Phil Thompson as Riley Matkins, Asher Amor-Train as Frank Williamson, Shannon Kelly as Julia Wilde, Tal Minear as Penelope Smith, and Cris Caserini as Jodie the Carer. Intro and outro music by Lumehill The conveniently public domain music that Leo chose to listen to today was Bach's Violin Sonata no. 2 in A minor, BWV 1003 The inconveniently not public domain music that Riley chose to listen to today was Keep me Honest by Maybe and The Truth I Couldn't Name (Instrumental Version) by Ten Towers Sound effects and music sourced from Soundly and Epidemic Sound Art by Ana Balaci Find more info on our website tellnotalespod.com or at @tellnotalespod on Tumblr Distributed by Twin Strangers Productions Support Tell No Tales by contributing to their tip jar: https://tips.pinecast.com/jar/tell-no-tales This podcast is powered by Pinecast.

Any fresh developments around a possible Middle East peace plan could move markets after yesterday's rally, while consumer sentiment data outlines inflation expectations. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. For illustrative purpose(s) only. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing 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. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. 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. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0130-0626) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Charlie Brennan debates with Wendy Wiese, Bill McClellan, Sarah Fenske, and Alvin Reid. The debate continues on Last Call.

durée : 00:53:06 - Grand bien vous fasse ! - par : Ali Rebeihi - Le sentiment d'injustice nous touche toutes et tous, mais comment éviter qu'il ne se transforme en amertume ou en ressentiment durable ? Tentons de mieux comprendre ce mécanisme psychologique complexe et ses conséquences. - réalisation : Maria Pasquet, Joseph Hascal, Anna Massardier, Sirine Ben Younes Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

In today's episode, Tyler breaks down a volatile market session shaped by geopolitical tensions, including an escalating Iranian conflict and a high-profile True Social post from Donald Trump. You'll hear key insights on what's happening under the surface of the markets, the resilience of the semiconductor sector despite heavy selling, and a dive into sentiment indicators that may surprise you. Tyler also shares his perspectives on the upcoming midterms, why political certainty matters to markets, and delivers an exciting update on SpaceX and its ambitious plans for Mars colonization. Plus, get the latest on sector performance, the Fear & Greed Index, and what the data means for investors looking ahead to the end of the year. Stay tuned for a well-rounded analysis and the contrarian moves shaping today's market landscape. Tune into today's podcast to learn more.

Christine Kelly revient, sans concession, sur tous les sujets qui font l'actualité. 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.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Melissa Caouette is principal at MC Consulting and Founder of Pocket Lobbyist Learn more about your ad choices. Visit megaphone.fm/adchoices

Conservative Leader Pierre Poilievre is urging policy changes to address growing separatist sentiment and strengthen national unity; Former Supreme Court justice and human rights advocate Louise Arbour was sworn in as Canada’s 31st Governor General; The federal government announced support for airlines facing fluctuating fuel costs amid a fragile Iran ceasefire.

What if the distance you feel in your marriage isn't about love at all, but about a bank account that has quietly run low? In episode three of the Summer of Intimacy series, Christa dives into one of Gottman's most powerful research findings, positive sentiment override, and the hidden force that erodes it faster than almost anything else: mental load. If you have been quicker to snap, quicker to assume the worst, or quicker to feel alone even when your spouse is right there, this episode will give you the language for what is actually happening and a way back toward each other. Plus, Christa shares how she and Wes put last week's love maps questions into practice on a real date this week, and how you can do the same. The Awakening Intimacy waitlist is now open, link in show notes. Show notes:⁠ Get on the waitlist so you can get info about our Awakening Intimacy Intensive! ⁠Get your E + M Love Map Questions Freebie here!⁠ Stay tuned for our Summer Intensives, Awakening Intimacy (track 1) and Awakening Adventure (track 2) beginning the week of July 13! Scroll down on our podcast page to find episodes on intimacy ⁠⁠here!⁠⁠ https://www.enneagramandmarriage.com/pod Find more about your type, the pod, freebies, and SO much more at our website right here! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.EnneagramandMarriage.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Love what you're learning on E + M? Make sure you leave us a podcast review so others can find us, too⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ here!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get Christa's Best-Selling Book, The Enneagram in Marriage, here! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://a.co/d/df8SxVx Learn more about your ad choices. Visit podcastchoices.com/adchoices

A weak start is guaranteed, but panic is optional. When global cues drag the market down at the open, amateur traders rush to sell, often handing their shares to smart money at a massive discount. In this episode, Neel Parekh breaks down the ultimate survival strategy for a bleeding market. Learn how to identify false intraday recoveries, tighten your risk management, and spot the hidden demand zones where the real buying will begin.

A weak start is guaranteed, but panic is optional. When global cues drag the market down at the open, amateur traders rush to sell, often handing their shares to smart money at a massive discount. In this episode, Neel Parekh breaks down the ultimate survival strategy for a bleeding market. Learn how to identify false intraday recoveries, tighten your risk management, and spot the hidden demand zones where the real buying will begin.

A weak start is guaranteed, but panic is optional. When global cues drag the market down at the open, amateur traders rush to sell, often handing their shares to smart money at a massive discount. In this episode, Neel Parekh breaks down the ultimate survival strategy for a bleeding market. Learn how to identify false intraday recoveries, tighten your risk management, and spot the hidden demand zones where the real buying will begin.

Global commercial real estate sentiment was broadly stable in the first quarter, but the headline numbers mask an uneven picture across markets, according to the latest surveys released by the Royal Institution of Chartered Surveyors in London. The war in Iran, higher energy prices, renewed inflation concerns and shifting expectations around interest rates are beginning to filter through CRE markets in different ways."The global index that we produce barely moved and if you were to only look at that, you kind of reach the conclusion that nothing much happened, but that aggregate figure really does mask quite a bit of movement underneath," said RICS Head of Market Analytics Tarrant Parsons in this podcast.Hosted by Executive Editor Laura Valean, this RICS Monitor episode touches on why credit conditions have become one of the most important indicators to watch, particularly as tighter financing could weigh on investment activity and values over the next several quarters.

Dans le cadre de la sortie de son livre 50 nuances de bonheur, l'animatrice était l'invitée du «Buzz TV». L'occasion de parler de liberté, de sexualité et ainsi de l'actualité occupée par l'affaire Patrick Bruel.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Merci à Bessie ! Son compte Insta → https://www.instagram.com/bessiecreation/Vous avez jusqu'au 15 juin pour vous inscrire à mon programme collectif pour entrepreneur·es et indés, pour transformer votre relation à l'argent durant tout l'été et démarrer la rentrée sur un tout nouveau paradigme ! → https://fabflorent.com/programme-collectif–COACHING RELATION À L'ARGENT

Jim McTague reports on the cautious economic sentiment in Lancaster County, where despite falling gas prices, consumers remain budget-conscious. While tourism remains strong at venues like the Sight and Sound Theatre, local officials recently rejected a proposed data center in Columbia due to technicalities and concerns over its utility.1880 DIONYSIUS THEATER

Anatol Lieven discusses the civil unrest following the murder of Henry Novak in England. He critiques the police response and explains how Nigel Farage is exploiting the tragedy to fuel nationalist sentiment. Additionally, Lievenassesses the political decline of Keir Starmer and the potential rise of Andy Burnham.1943 STORK CLUB

Invitée: Stéphanie Hahusseau. Qui nʹa pas eu, un jour, lʹimpression de se faire avoir, par son patron, son ex-conjoint, par la vie, même parfois? Le sentiment dʹinjustice est très puissant: il peut être mobilisateur, mais peut aussi être destructeur, affecter négativement notre manière de voir le monde, voire atteindre notre santé. Comment éviter que la colère et lʹimpuissance ne nous enferment? Peut-on reprendre le pouvoir sur nos émotions et notre façon de réagir? Tribu reçoit Stéphanie Hahusseau, psychiatre, psychothérapeute, et autrice. Elle signe ce livre "Le Sentiment d'injustice. Sortir de l'amertume et du ressentiment", aux éditions Odile Jacob.

Robust demand from pensions and insurance companies will support corporate debt through macroeconomic headwinds and record supply, according to Goldman Sachs. “Spreads are tight to the prewar levels when the facts on the ground have unquestionably become more challenging,” Amanda Lynam, Goldman’s chief credit strategist, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Robert Schiffman in the latest Credit Edge podcast. “That is this uncomfortable tension that we have in the credit market,” Lynam says. “Sentiment around the yield-based buyer is really in the driver’s seat.” They also discuss the AI funding boom, private-credit risks, CCC underperformance and where to find value in structured products.See omnystudio.com/listener for privacy information.

Bra Aubrey and the listeners share their thoughts on illegal immigration, crime, vigilantism, other trending news, and a recap of tonight’s show topics. The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

TSMC, de grootste chipmaker van de wereld, komt met een wrange boodschap. Het chiptekort houdt nog lang aan. Volgens de ceo van TSMC kan het nog wel jaren duren voor het bedrijf aan de vraag kan voldoen. Dát nieuws en wat tegenvallende cijfers trekken allerlei techbedrijven omlaag. Broadcomm (dat een hogere groei verwacht dan Nvidia) wordt zelfs genadeloos afgedankt door beleggers. Komt er een correctie aan? We zoeken het deze aflevering uit. Komt Kevin Warsh ook voorbij. De man die dankzij president Trump de baas is geworden van de Fed, de Amerikaanse centrale bank. Die gaat diezelfde Trump flink teleurstellen, want hij gaat de rente niet verlagen. Dat blijkt uit het beige book. Hoor je ook wat er nog van AEX-bedrijf Universal Music Group terecht moet komen, nu grootaandeelhouder Bill Ackman eruit stapt. Hij wilde het overnemen, maar UMG wees het bod af. Waarna Ackman er dus maar helemaal mee kapt. Hoor je ook nog over: De overnameplannen van ING Waarom de ceo van ABN Amro AI inzet voor moeilijke vragen Hakenkruizen in fabrieken van Tesla Te gast: Jean-Paul van Oudheusden van eToro en Markets Are Everywhere BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuilleSee omnystudio.com/listener for privacy information.

Het sentiment in crypto is slechter dan ooit: professionele investeerders juichen openlijk voor de val van MicroStrategy en vergelijken het zelfs met Terra Luna. Klopt die vergelijking, of is het pure FUD? Verder: cryptobroker Knaken gaat plots op zwart, de VS claimt $1 miljard aan Iraanse crypto te hebben buitgemaakt, Mastercard omarmt stablecoin-settlement en de CFTC geeft groen licht voor een echt bitcoin perpetual contract. En dan komt Qday ook nog eens dichterbij...Probeer de eerste maand voor 5 euro (80% korting)Satoshi Radio wordt mede mogelijk gemaakt door: Watson Law en onze hoofdsponsor Bitvavo.Bitcoin conferentie in Praag:https://btcprague.com/?promo_id=37300&promo_key=64543dc1c1d29a62f882c174a9d9fb24code: SATOSHIRADIOTimestamps(00:00:00) Welkom en Podcast Introductie(00:11:00) Bookmark van Peter: Het sentiment is slechter dan ooit(00:50:00) Bookmark van Bert: Michael Saylor verkoopt bitcoin(01:35:00) Bookmark van Bart: Rondje langs de velden(01:48:00) MarktupdateBookmarksBert“MSTR is basically Terra Luna”Zooitje uitsprakenhttps://twitter.com/krugermacro/status/2061868332262003036https://twitter.com/AviFelman/status/2061869095981650244https://twitter.com/udiWertheimer/status/2061891513932542133https://twitter.com/QTRResearch/status/2061896351571468500https://twitter.com/BitMEXResearch/status/2061909384641327374https://twitter.com/Jason/status/2061908076668837901https://twitter.com/CalebFranzen/status/2061932789545476520https://twitter.com/cburniske/status/2055411015568048375https://x.com/dotkrueger/status/2061891658162278469?s=20“Professional investors actively cheering to see MSTR fail”“It's always helpful to have a scapegoat”https://x.com/danheld/status/2062147444771553346WSJ: “Hyperliquid, a decentralized crypto platform, is open 24 hours a day, seven days a week”BartHe's full of shitHeated rivalryCryptobroker Knaken plots op zwart, klanten kunnen niet bij hun crypto'sWe have seized about $1 billion of Iran's crypto — just outright grabbed the wallets.Today, Mastercard is announcing  plans to expand settlement capabilities to include stablecoin, intraday, holiday, and weekend options, giving partners more choice in how and when transactions are settled.This morning, the CFTC took historic action to permit the listing of a true bitcoin perpetual contract by a CFTC-registered exchangeBrian ArmstrongI was just scammed for $500K by Polymarket.Peter“Alot of people exiting crypto forever right now”“Crypto heeft bitcoin niet meer nodig”“Crypto is een mislukte asset class”“12 redenen waarom het de koudste cryptowinter ooit is”“Bitcoin is the only (risk) asset that is NOT in melt up mode”Clarity Act: “We are getting closer”“It is not a signal of any progress”“Qday komt dichterbij”“[..] makes me think this is a big deal”

Find us at www.crisisinvesting.com   Matt and Doug discuss whether current markets resemble a melt-up fueled by AI enthusiasm, citing massive gains in large-cap tech and AI-related stocks, surging option speculation including same-day expirations, and the growing proliferation of ETFs. They note trillions sitting in money market funds that could re-enter risk assets, but warn rising rates and heavy government/agency-paper exposure could contribute to a bust. They contrast expensive AI leaders with deeply out-of-favor mining, gold, and oil stocks, arguing commodities may be at new equilibrium levels while producers remain cheap, and point to oil's reduced S&P weight versus 1980. They also question the economic purpose of enormous global data-center buildouts for training ever-more-compute-intensive frontier models. A Washington Post story about a Fidelity account "vanishing" underscores digital fragility, prompting advice to save statements and favor physical gold/silver and smaller, more personal banking relationships.    00:00 Market Melt-Up Talk 00:44 NVIDIA Hype Signals 03:27 AI Stocks Mint Fortunes 05:23 Options Casino Era 07:12 Sidelines Cash and Rates 09:25 Bubble Timing and Sentiment 12:05 Mining and Oil Value Plays 15:19 Geopolitics and Oil Outlook 17:35 Data Center Buildout Boom 20:08 Training the AI God 22:12 Fidelity Account Vanishes 23:27 Account Vanishes Digitally 24:55 Own What You Hold 26:17 Save Your Statements 27:24 Escape Big Bank Hell 30:12 Commodities New Equilibrium 31:20 Buying Physical Gold 31:49 Best Coins For Portability 33:37 Inflation And Dollar Decay 35:18 Ferrari EV Mandates 38:20 Old Ferrari Memories 40:28 Travel Plans And RV Life 42:24 Markets Limbo And AI Top  43:10 Wrap Up And Next Episode

Cinthia Murphy highlights a market disconnect, with strong equities contrasting weak consumer sentiment as investors grow more cautious. She points to ETF rotation into fixed income, dividends, and commodities, along with volatility in Bitcoin and rising interest in U.S. industrials tied to reshoring trends.======== 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

In this episode, Allie Kochinsky is joined by Brittany Shepard, founder of The Sentimental Decorator and co-host of The Sentimental Twist, for a conversation on what she calls storykeeping, the practice of weaving memory, meaning, and personal history into the everyday rhythms of home.Together, the two explore the quiet power of ordinary rituals: setting the table without occasion, using heirlooms instead of saving them, and gathering in ways that feel lived-in rather than performed. Brittany shares how her perspective on home was shaped by the women who raised her, and how continuing their traditions through objects and simple acts of hospitality has become a way of carrying their presence forward.Brittany and Allie also talk about the difference between hosting and hospitality, the emotional weight objects can hold, and why repetition rather than reinvention is often what creates a true sense of home. RESOURCES:Visit The Sentimental Decorator website here.Follow Brittany on Instagram. Follow Brittany's podcast!If you enjoy Grandma's Silver, follow the podcast and share this episode with a friend who loves heritage, design, and timeless living.

How does an ASO specialist with 10+ years of experience think about AI visibility in 2026?In this episode of Intelligent Artifice, Simon Thillay from AppTweak shares what the data actually shows about how AI tools like ChatGPT are discovering and recommending apps today. ChatGPT owns the platform. Grammarly is outranking it inside its own answers. Simon knows exactly why.This conversation covers what is actually changing in app store optimization, how AI visibility works differently from traditional ASO, and why the gap between apps that show up in AI-generated answers and those that don't is already opening up.AppTweak's research found that the most cited domain in ChatGPT answers for app-related queries is the App Store itself. Simon's team tested the same intent across ten different phrasings and found Grammarly consistently outranking ChatGPT for business writing app recommendations inside ChatGPT. The difference was not product quality. It was how Grammarly positioned itself for specific user contexts across its app store presence.Simon also points to one specific part of the App Store listing that most ASO teams have never touched, and explains why it is now one of the strongest levers for AI visibility in 2026.Video Chapters:00:00 – Introduction & Podcast Technical Mishaps 00:46 – How AI is Changing App Store Visibility 01:42 – Pre-searching Apps via LLMs (ChatGPT Traffic) 02:14 – The Role of App Store Optimization (ASO) in AI Answers 02:40 – Optimizing Long Descriptions for AI Search 03:19 – Writing for Humans vs. Writing for AI (User Personas) 04:08 – Structuring Content & Entity-Based Writing for AI 05:07 – Answer Engine Optimization (AEO) & The Open Web Ecosystem 06:26 – How to Audit Your App's AI Visibility (Intent vs. Prompts) 07:11 – Case Study: Grammarly Outperforming ChatGPT on Niche Intents 07:54 – Measuring AEO Impact: Coverage, Rank, and Sentiment 09:02 – Where to Find Simon ThillayTopics covered:App Store optimization and AI visibility in 2026How ChatGPT and LLMs discover and recommend appsAEO strategy for mobile appsEntity-based writing for app store listingsMeasuring AI visibility across coverage, rank, and sentimentAppTweak research on AI-driven app discoveryLearn more: https://mobileuseracquisitionshow.com/episode/aso-for-ai-simon-thillay/- Episode pagehttps://www.linkedin.com/in/simon-thillay-58b95997/- Connect with Simon on LinkedIn

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.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Trump and Bessent's $250 bill photo sums up the current moment, but under the surface the economy is tearing apart. AI stocks are ripping while credit card delinquencies hit 2008 levels. We get into why oil is artificially cheap, why data centers are becoming a political target, and the Bitcoin developments everyone is ignoring.

The big things you need to know:First, earnings sentiment (the rate of upward EPS estimate revisions) is now improving broadly within the equity market, which we think opens the door for a short-term pause in mega cap Growth leadership within the US and US leadership within global developed markets equities.Second, the Growth/Value trade within Large Cap has turned choppy again, which we think may reflect the broadening out of improving earnings sentiment and valuations that have started to look frothy for mega cap Growth on some metrics.Third, stock market optimism improved in the latest Conference Board survey, a bright spot in the consumer narrative and a data point that alleviates some of our near-term pullback concerns.

Monitoring the Cattle Market Livestock Heat Stress, Part 1 Livestock Heat Stress, Part 2   00:01:05 – Monitoring the Cattle Market: Glynn Tonsor, K-State livestock economist, begins today's show with an update on the cattle market, feedlot returns and the recent Meat Demand Monitor.  Meat Demand Monitor Feedlot Returns Cattle Auctions   00:12:05 – Livestock Heat Stress, Part 1: K-State Extension beef veterinarian, A.J. Tarpoff, continues today's show as he explains what heat stress is for livestock, the most common causes and what producers can be doing to help reduce heat generating events. KSUBeef.org   00:23:05  – Livestock Heat Stress, Part 2: Ending the show is A.J. Tarpoff as he continues with heat stress reminders and what people should do when their animals start getting too hot.      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 Extension is a short name for the Kansas State University 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 statewide. Its headquarters is on the K‑State campus in Manhattan. For more information, visit Extension.ksu.edu. K-State Extension is an equal opportunity provider and employer.

In this episode of the Engineering Influence Podcast, we sit down with Joe Bates of the ACEC Research Institute to break down the findings from the Q2 Engineering Business Sentiment Report. Joe dives into the latest data on how engineering firms are feeling about business conditions, workload, hiring, and the overall economic outlook. Whether you're a firm principal, project manager, or industry observer, this episode delivers the insights you need to understand where the engineering business landscape is headed. About the ACEC Research Institute: The ACEC Research Institute is the research arm of the American Council of Engineering Companies, dedicated to advancing knowledge and providing data-driven insights for the engineering industry.

Pascal Praud revient pendant deux heures, sans concession, sur tous les sujets qui font l'actualité. 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 les grandes thématiques développées dans l'émission du jour.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.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Matt and Nic are back with another week of news and deals. In this episode:  The CEO of Lead bank says debanking was made up Which aspects of debanking were real? The SEC scraps its 50-year-old gag rule The WSJ gets free banking history wrong in their attack on stablecoins What does history tell us about decentralized monetary issuance Why stablecoins aren't vulnerable to the same issues as free banks SoFi launches SoFiUSD and mixes a stablecoin with a tokenized deposit Sentiment is bottoming in Ethereum David Hoffman sells his ETH Are stablecoins parasitic to L1s Can L1s accrue value sustainably? The DATs are troubled Is AGI here already? AI cost discipline Content mentioned in this episode:  Nic on Substack, Stablecoins are private money. There's nothing wrong with that

David Erfle of Junior Miner Junky says buy the current boredom and weak sentiment in gold and junior mining stocks amidst strong Q1 miner profits and historically low sector open interest. Erfle argues the recent sideways action after a sharp gold and silver run-up and correction is normal consolidation before another up leg, citing ongoing central-bank gold buying, selling of U.S. Treasuries, stagflation dynamics, and currency debasement risks. He notes that miners are showing relative strength near 200-day moving averages and are benefitting from lower oil prices. David compares undervalued gold equities like Newmont to expensive broader equities, discusses Equinox Gold's acquisition of Orla and Perpetua's EXIM Bank loan for the Stibnite project. Erfle emphasizes contrarian positioning, patience, and expecting false moves before breakouts. 00:00 Intro 01:55 Consolidation Not Collapse 04:30 Macro Gold Drivers 07:15 Fed Trap & Valuations 09:29 Equinox-Orla Merger 10:29 Perpetua's EXIM Bank Loan 10:56 Speculating on Uncertainty 12:16 Novel Mining Methods 13:22 Gold Silver Copper Focus 14:47 Sentiment & Fake-outs 19:43 Buy Boredom Wrap Up David's website: https://juniorminerjunky.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

What's behind the recent anti-migrant protests in South Africa? Thousands of foreign workers are under increasing pressure to leave the country. So, what's driving this anti-migrant sentiment that many have called xenophobic? And is politics involved? In this episode: William Gumede, Associate Professor, School of Governance at the University of the Witwatersrand Lindywe Zulu, member of the ANC Committee on International Relations and a former South African Minister of Social Development Ashraf Essop, immigration lawyer Host: Tom McRae Connect with us: @AJEPodcasts on X, Instagram, Facebook, and YouTube

Hour 2 for 5/27/26 Drew and Brooke pray the Chaplet of Divine Mercy (1:00). Then, E.J. Anotni discusses the war in Iran and price shocks at the pump (28:16). Callers: financial struggles (43:17), living in California (46:17), and freedom/Iran (48:57). Links: https://www.heritage.org/staff/ej-antoni-phd https://x.com/RealEJAntoni

Homebuilder confidence improved in May as builders saw signs of stronger late spring housing demand, even with mortgage rates climbing back toward 6.6%. In this episode, Kathy Fettke breaks down the latest National Association of Home Builders sentiment report, what's driving renewed buyer activity, and why affordability challenges are still putting pressure on the housing market. You'll also hear why fewer builders are cutting prices, how incentives are still shaping the new construction market, and which regions of the country are showing the most strength right now. For real estate investors, this episode highlights what builder sentiment could mean for housing supply, buyer demand, and investment opportunities in the months ahead Source: https://www.cnbc.com/2026/05/18/may-homebuilder-sentiment-improves.html    

Episode 5391: Failure To Pass The SAVE America Act; AI Polling And Recent Grad Sentiment

US equity futures are little changed, Asian markets are mostly higher, while European equities are slightly lower. Equities were supported by easing yield pressures and renewed strength in AI and momentum-driven trades. Sentiment also improved on expectations for progress in US-Iran negotiations, which contributed to a sharp pullback in oil prices and helped stabilize inflation concerns. Earnings continued to reinforce a resilient macro backdrop, while policy expectations shifted modestly, with markets dialing back rate hike risks and maintaining expectations for limited easing later in the year, with market now pricing ~14 bp of cuts through year-end.Companied mentioned: NextEra Energy, Vale, AvalonBay Communities, Equity Residential

Sentiment is at rock bottom. But average discounts are falling. That makes no sense, until you understand where the real deals are hiding... We're currently seeing some of the best discounts we've ever come across. So, how are we finding them? In this episode, Rob & Rob reveal four distinct strategies for landing a genuine deal in today's market, laying out exactly where the right opportunities are and how to grab them before the window closes. (01:00) News story of the week (03:15) What record low sentiment and average discounts shrinking mean for your negotiating strategy (09:57) How to turn the auction market to your advantage (17:36) Why new-build developers are under more pressure than at any point in the last decade (23:26) Why waiting for the market to “feel better” is the exact opposite of what you should be doing (25:19) Hub Extra Links mentioned: What the King's Speech said about leasehold reform Want to use AI without Wi-Fi? Try Locally AI on your device Enjoy the show? Leave us a review on Apple Podcasts - it really helps others find us! Sign up for our free weekly newsletter, Property Pulse Find out more about Property Hub Invest

Only 40% of hotel tech revenue-side professionals hit their full bonus target. Glenn Haussman and Dr. Producer Suzanne Bagnera talk with Ed Clark, Founder of Hospitality Tech Jobs, about his new salary + sentiment report and what it says about hiring, comp, and career paths in hotel tech.

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comThere's a lot more to AI than software. AI requires electricity, transformers, substations, cooling systems, data centres and more. That all means copper. Lots and lots of copper.Right on cue, the copper price hit fresh highs last week at $6.68/lb, before pulling back. So today I am going to take a long overdue look at copper. Was last week's action just a spike that will soon fade away? Or was it part of something much bigger? TLDR - the second one.Let's start with a 50-year chart to give you some historical context.Copper peaked in the great inflationary blow-off of 1980, before spending the next twenty years doing essentially nothing. The 1980s and 1990s were an age of globalisation, disinflation and cheap commodities. Who cared about hard assets or mining? Then came the rise of China and the supercycle of the 2000s. China urbanised, industrialised and turned itself into a superpower. Copper exploded higher, peaking in 2011. That boom then gave way to a long hangover. The 2010s were dominated by tech stocks. Mining died a death. To survive mining companies cut capex, reduced exploration and focused on balance sheet repair rather than growth. That decade of underinvestment laid the foundations of the shortages being revealed today.Meanwhile, while investors were busy buying software companies and meme stocks, the world quietly decided it wanted to electrify everything.The really striking thing about the chart is the speed of the rallies when they come. Then the amount of time copper spends going nowhere.Now here's the ten-year chart, with the one-year moving average in red and the 55-day moving average in blue. To my eye, copper appears to have formed a major bottom in 2020 during the Covid panic. The violent correction in 2022 increasingly looks like an early-cycle shakeout.Technically, the chart is undeniably bullish. Copper is trading above both moving averages, both of which are rising strongly. Momentum remains positive.That said, in the short term, the metal does look extended. Sentiment has become hyper bullish. Every investment bank now seems to have a copper supercycle note. Type “copper” into X and see what comes up: we are going to the moon on a copper superjet (powered by electricity natch).Now here's the three-year chart, to which I've added the 50- and 200-day moving averages and the RSI. The trend is your friend, and it is up.Historically, copper tends to be seasonally weaker over the summer months, and this is a spiky chart within its uptrend. I think we see some range-trading and consolidation over the summer months, which will provide something of a buying opportunity. But the charts are only half the story.The more interesting question is why copper may be entering an entirely new structural era.

If the president can stick the landing in Iran quickly from here and laser focuses on affordability issues at home – there's still a little time to move the political needle based on history. But should that not occur, this cycle is now starting to pace into blue wave territory – and not because Americans at large want Democrats, because they don't.

Subscribe for ad-free episodes + bonus content: https://realestatemarketminute.supercast.com Instagram: @thesalibgroup Email: mark@thesalibgroup.com The latest Homebuilder Confidence Index just posted one of its weakest readings in decades, yet builders suddenly became slightly more optimistic at the same time mortgage rates actually moved higher. In this episode, we break down the shocking long-term chart, what may really be driving builder sentiment right now, and whether new government policy changes could eventually impact housing supply, affordability, and the broader real estate market.

Segment 1: Tom Gimbel, job expert and founder of LaSalle Network, joins Jon Hansen to talk about why AI should be part of every curriculum in high school and college. Segment 2: Katie Simpson, Central Regional Executive for the U.S. Bank Institutional Client Group, joins Jon Hansen to talk about a recent survey of CFO’s that shows sentiment […]

durée : 00:09:47 - Le sept neuf - par : Benjamin Duhamel - Gaëtan Bruel, président du Centre national du cinéma (CNC), réagit à la tribune de 600 professionnels du cinéma dénonçant une mainmise de Vincent Bolloré, et sur la réaction de Maxime Saada, patron de Canal+, qui dit ne plus vouloir travailler avec ses signataires. - invités : Gaëtan Bruel Président du CNC Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

The Biblical concept of love is always active. God calls us to a life of compassion, a love that moves outward in action. But we live in a culture that's replaced compassion with sentiment, a love that's never acted upon. How do we move beyond sentiment into compassionate love? This week, we see how embodying compassion is the best way to break out of the false self and enter into the true self.

Human behavior and feeling is not always driven by numbers and data.  This is especially true when we think about consumer sentiment compared to the economy we review in numbers and charts.  In this episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden discuss current economic sentiment, current economic conditions, and why those two things seem to be harder and harder to reconcile. How are we feeling and what do the numbers show? A University of Michigan survey earlier this year showed that consumer sentiment is at its lowest point since 1978 (strong employment, but high inflation and a weak dollar). Reasons include fears of new technology (will AI take our jobs?), interest rates/federal reserve, lingering effects of inflation, geopolitical conflict, and domestic political differences. BUT: Unemployment is ~4.3% - low historically, but higher than a couple years ago. But job addition numbers are low. S&P 500 is at an all-time high as of mid-April 2026. Almost two thirds of people are investing in stocks. Inflation is about 3%. Very close to average, but we are still feeling the lingering effects of the last couple years. Wages have grown faster than inflation. Despite the positive economic data, lots of things can make our “sentiment” more negative, especially if it affects us directly. That can include things like: Feeling like buying a home is no longer affordable. Being stuck in a job you don't like, because there are limited job opportunities. Experiencing more localized effects of things like decreased tax revenue – cuts in schools for example. As always, these topics are large and nuanced.  We have little to no control over larger economic trends.  Try to focus on what you can control, whether that's your own personal finances or the causes you choose to support.  Listen to the full episode to learn more. For more financial planning tips from Corey and Rachelle, find them on social media! LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance  Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  Finity Group, LLC is a separate entity from LPL Financial.