Podcasts about smid

Smid en besked :)Vi skal skynde os hjem til "Thanksgiving", selvom det ikke er en dansk tradition. Den er vel tættere på Mortens Aften - Nå. Men Vi skal igennem det amerikanske land med Del Griffith og Neal Page - de skal til Chicago, men det er sværere end forventet. Meget svære. Et umage par der sammen må finde den hårde vej hjem. Steve Martin og John Candy er fabelagtige i denne film. Især sender vi kærlighed efter John Candy, som vi mistede alt for tidligt. God mandag til jer alle. Og mon ikke vi hører om den fabelagtige Johnny Ryback - hvem det så end er. 

Our U.S. Biotech and Biopharma analysts Sean Laaman and Terence Flynn discuss the latest developments that could be positioning the healthcare sector for strong outperformance.Read more insights from Morgan Stanley.----- Transcript -----Sean Laaman: Welcome to Thoughts on the Market. I'm Sean Laaman, Morgan Stanley's U.S. Small and Mid-Cap Biotech Analyst. Terence Flynn: And I'm Terence Flynn, Morgan Stanley's U.S. Biopharma Analyst. Sean Laaman: Today, we'll discuss how a rally in the healthcare sector is being driven by more favorable macro conditions. It's Tuesday, October 28th at 10am in New York. So, Terence, healthcare has lagged the broader market year-to-date, and valuations have been near historical lows. But recent weeks show strengthening performance. Policy headwinds have been front and center.What's changed in the regulatory environment and how is the biopharma sector adapting to these pricing and tariff dynamics? Terence Flynn: Sean, as you know, with many other sectors, tariffs were initially a focus earlier this year. But a number of companies in our space have subsequently announced significant U.S. manufacturing investments to reshore supply chains. And hence, the market's less focused on tariffs in our space right now. But the other policy dynamic and focus is what's called Most Favored Nation or MFN drug pricing. Now, this is where the President's been focused on aligning U.S. drug prices with those in other developed countries. And recently we've seen several companies announce agreements with the administration along these lines, which importantly has provided investors with more visibility here. And we're watching to see if additional agreements get announced. Sean Laaman: Got it. Another hurdle for Large-cap biopharma is a looming expiration of patents with [$]177 billion exposed by 2030. How is this shaping M&A trends and strategic priorities? Terence Flynn: For sure. I mean, as you know, Sean, patent expiry is our normal part of the life cycle of drug development. Every company goes through this at some point, but this does put the focus on company's internal pipelines to continue to progress while also being able to access external innovation via M&A. Recently we have started to see a pickup in deal activity, which could bode well for performance in SMID-cap biotech. Sean Laaman: At the same time, you believe relative valuations look compelling for Large-cap biopharma. Where are valuations versus where they've been historically? What's driving this and how should investors think about positioning? Terence Flynn: Absolutely. Look, on a price to earnings multiple, the sector's trading at about a 30 percent discount to the S&P 500 right now. Now that's in line with prior periods of policy uncertainty. But as policy visibility improves, we expect the focus will shift back to fundamentals. Now, positioning to me still feels light here, given some of the patent cliff dynamics we just discussed. Now, Sean, with the Fed moving toward rate cuts, how do you see this impacting your sector on the biotech side? Sean Laaman: Well, Terence, particularly in my space, which is Small- and Mid-cap biotech companies, they're typically capital consumers are not capital producers. They're particularly sensitive to the current rate environment.Therefore, they're sensitive to spending on pipeline. They're sensitive to M&A. So, as rates come down, we expect more spending on pipeline and more M&A activity, which is generally positive for the sector. Looking forward, biotech sector is generally the best performing sector on a six-to-12-month timeframe post the first rate cut. Terence Flynn: Great. You've also talked about this SMID to Big thesis on the biotech side. Can you explain what's driving that? Sean Laaman: Sure Terence. There's three pieces to the SMID to Big thematic. So, we in SMID-cap biotech, we cover 80 to 90 companies. About a third of those are newly, kind of profitable companies. Those companies are turning from being capital consumers to capital producers. We see about $15 billion of cash on balance sheets for 2025, going to north of 130 billion by 2030. That's the first piece. The second piece is due to regulatory uncertainty at the USFDA. We're seeing more attractive valuations amongst clinical stage names. That's the second piece. And third piece relates to your coverage, Terence. I refer back to that [$]177 billion of LOE. So, we expect generally that M&A activity will be quite high amongst our sector. Terence Flynn: And let's not forget about AI, which has implications across the healthcare space. How much is this changing the dynamic in biotech, Sean? Sean Laaman: It is changing, but we're really at the beginning. I think there's three things to think about. The first one is faster trial recruitment. The second one is faster regulatory submissions. And the third one, which is the most interesting, but we're really at the beginning of, is faster time to appropriately targeted molecules. Terence Flynn: Great. And maybe lastly, what are the key risks and catalysts for SMID-cap biotech in the current environment? Sean Laaman: As always, we're focused on pipeline failures in terms of risk. Secondly, in terms of risk, we're looking at regulatory risk at the FDA. And thirdly, we're looking at the rise in China biotech and the competitive dynamic there.Whether you're watching large cap biopharma, M&A moves, or the rise of cash-rich, SMID-cap biotechs, the healthcare sector setup is unlike anything we've seen in years.Terence, thanks for speaking with me. Terence Flynn: Always a pleasure to be on the show. Thanks for having me, Sean. Sean Laaman: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

In this week's episode of ASEAN Speaks, Thilan Wickramasinghe, our Head of Research, introduces the 3Q25 Singapore banks outlook, and discussed "value-up" reforms that could unlock value and sustain the SMID rally. We then turn to Hussaini Saifee, our TMT analyst, who breaks down his decision to downgrade SEA Limited to a HOLD, citing slower margin recovery.Finally, our host, Jarick Seet, discusses his decision to maintain a BUY on Marco Polo Marine, highlighting their new growth opportunities. Stay tuned for more insights on ASEAN markets in our next episode.

Smid en besked :)Her kommer tredje del i Dennis' rejse ind i kosmisk horror.Filmene er denne gang:1. "In the mouth of madness"2. "Jacob's Ladder"3. "Cabin in the woods"4. "The Burrowers"5. "The empty man"6. "Cast a deadly spell"7. "Evil Dead"8. "Kill List"9. "Glorious"10. "Mandy"Musik af: "Karl Casey @ White Bat Audio" 

Jeho hlavní inspirací je miliardář a longevity guru Bryan Johnson, Podnikatel a zakladatel STRV Lubo Smid se řídí jeho projektem Blueprint, který určuje, jaké doplňky stravy brát, kolik hodin spát nebo jaké jídlo jíst. K tomu přidává i pár dalších věcí, jako probiotika, extra kreatin nebo elektrolyty na hydrataci. „Spánek vnímám jako vrchol pyramidy. Nejdůležitější pro mě je chladná místnost, dávám si speciální brýle před spaním, piju různé spánkové elixíry a snažím se jíst naposledy ve čtyři hodiny. Kvalita spánku je pak úplně jiná,“ říká Smid v novém díle Longevity podcastu Hospodářských novin. Dodává, že jediné, v čem se od longevity pravidel tak trochu odklání, je nyní sport. Propadl totiž závodům HYROX, což je nový sportovní fenomén, který kombinuje běh a workoutové cvičení. „A protože jsem hodně soutěživý, jdu do toho na maximum,“ říká.

Smid en besked :)I dette afsnit kigger vi på rollen som D-Fens i Joel Schumachers mesterlige Falling Down. Hvis Michael Douglas havde sagt nej, hvem skulle så have trukket i den hvide skjorte og de hullede sko?

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy's 3rd Quarter of 2025.

Former Edmonton Oilers defenseman Ladi Smid joins the boys to discuss his thoughts on the McDavid contract extension, the look of this teams roster, and his picks for the season opener.Website: https://oilersnation.com/ https://twitter.com/OilersNation/ https://www.youtube.com/@Oilersnationdotcom/ https://www.facebook.com/OilersNation/https://www.instagram.com/oilersnationdotcomhttps://www.tiktok.com/@oilersnation SHOUTOUT TO OUR SPONSORS!!

Smid en besked :)Hej ærede lyttereDer er flere minutter, der skal bruges, så her kommer del 2 af Dennis' serie om kosmisk horror.Musik af: "Karl Casey @ White Bat Audio"

Smid en besked :)Hej ærede lyttereI dette afsnit fordyber Dennis sig i, hvad der gemmer sig i mørket derude.Musik af: "Karl Casey @ White Bat Audio"

Smid en besked :)Igen skal vi møde Indiana Jones der får hjælp af drengen Short Round og den famøse sanger Willie Scott. Snakken går højt i denne klassiker, hvor følelser og action bliver sat på en spids. Dejlig film af Steven Spielberg og George Lucas. God mandag til alle.mvhFilmfædre

Smid en besked :)Lyt med når vi rangerer vores første års film plus en joker. Tak til alle dem der var med og hjalp os. Vi spurgte i sommerferien, og nu kommer den. Tak fordi i gad vente på den.  

Smid en besked :)Vi er nået til sidste afsnit i vores Batman '95 kavalkade.  Hvem mon bliver Nattens Ridder af midthalvfemserne?

Alles omtrent hond-kop-see-smede in volkskunde en in my skryfwerk.   Geskryf en voorgelees deur Ronel Janse van Vuuren. Kopiereg 2025 Ronel Janse van Vuuren — Alle regte voorbehou.   Leer meer oor hond-kop-see-smede in volkskunde hier. Kry die transkripsie hier. Links genoem in die episode: Nuusbrief: https://ronel-the-mythmaker.kit.com/671d4c97de Audiobooks van die podcast: https://payhip.com/RonelJansevanVuuren/collection/faeries-and-folklore-podcast-audiobooks Eens: Verhale, Mites en Legendes van Feërie: https://www.ronelthemythmaker.com/my-books/once-tales-myths-and-legends-of-faerie/ Leer meer oor die skrywer hier.   Music: Secrets by David Fesliyan (FesliyanStudios.com) and Dramatic Heartbeat by FesliyanStudios.com

Patrick Ryan covers the broad picture as markets hit new all-time highs this week. He thinks the market is zeroed in on the labor market, which he is “concerned” about, but argues the rest of the economy is doing ok. He's seeing signs of life in small caps, and is underweight mega caps, anticipating a market broadening that will benefit small players. He also likes financials along the same lines.======== 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

Smid en besked :)På med cowboystøvlerne og tag med Chuck Norris til Texas, hvor vi vil sprede lov og orden med rigelige mængder cirkelspark, eksplosioner og øl.

The current bull market has favored the largest of large-cap stocks. Yet, plenty of smaller companies are growing nicely, beating estimates, and shining on Main Street, even if Wall Street has overlooked their success. Barron's Senior Managing Editor Lauren Rublin and Deputy Editor Ben Levisohn speak with Greg Tuorto, a portfolio manager at Goldman Sachs Asset Management and head of the firm's US Small and SMID (small- and mid-cap) team, about the prospects for small-caps, and some of the best bargains in the sector. Learn more about your ad choices. Visit megaphone.fm/adchoices

Smid en besked :)Vi fortsætter vores Batman '95 føljeton med at finde en ny Alfred.

Smid en besked :)Hej folkens og glædelig mandag.Vi laver en film gennemgang af den mageløse Young Guns fra 1988. Vi skal ride, skyde og grine.

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.Last week we did a check-in on how the answers to the tactical questions for 2025 we posed back in January were faring (here). This week we go through our Big Themes for 2025 which we had also highlighted back in January (here). We look at what's in and what's out through the lens of macro frameworks, public policy implications, and finally corporate strategy and energy sub-sector outlooks. We will publish our final summer Super-Spiked next week before taking a 2-week hiatus until after Labor Day. BIG THEMES FOR 2025* Energy scenario normalization * Power surge: This generation's super-cycle * Energy sources and technologies MACRO FRAMEWORK IMPLICATIONS * Net Zero and “The Energy Transition” are out. Energy policies that will drive GDP growth and meeting energy's natural hierarchy of needs are in. * Solving for everyone on Earth someday becoming energy rich is in. Assuming people will choose to stay poor is out. * OPEC Research is in. Energy macro agencies and oil companies that were driven by “net zero” narratives are out (for now). What to watch: * BP Energy Outlook (Sep), IEA WEO (Oct) * Africa's significant TAM (total address market): Up to 60 million b/d of desired oil demand versus 5 million b/d todayPOLICY IMPLICATIONS * Energy policy that drives long-term affordability, reliability, and security are in. Policies that start with counting CO2 are out. * IRA is out. Meeting AI demand is in. * Some of the above is in. All of the above was never in. * Regions that are long energy resource should all be in, but some are still out (California) or not sufficiently in (Canada). What to watch: * US natural gas midstream infrastructure * Canada oil and natural gas export infrastructure * Reliability, affordability reforms in California, Western Europe CORPORATE IMPLACATIONS * Companies exposed to power value chain are in. Natural gas is in. Oil value chain is still out. * Solar + batteries are still in. Wind is out. * Nuclear is in. “Green” hydrogen is out. Geothermal hoping to be in. * IPPs are in. SMID oils (E&P, OFS) are out, though SMID OFS diversifying into power are in. * Companies driving new technology development in regions that are short energy resource are in… * …Companies that exist to exploit rich-world government subsidies in the name of CO2 accounting are out.

Smid en besked :)I dette afsnit spekulerer vi højlydt over, hvem der kunne have fyldt Riddlers grønne dragt, hvis Jim Carrey havde takket nej.

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy's 2nd Quarter of 2025.

Smid en besked :)Tag med FilmFædre ud på jagten efter den hellige gral sammen med Kong Arthur og ridderne om det runde bord. Det bliver: Blodigt, mudret og morsomt.

Good Day My Friends and welcome to the Craig Shapiro Tennis Podcast, todays show is brought to you by Golden Ticket Tennis, the experiential tennis events company. This past December The Golden Ticket hosted a fantasy camp featuring the opportunity to play on The Madison Square Garden Floor with Carlos Alcaraz, a holiday party at the singular Sheats Goldstein Residence in Beverly Hills, and just hosted 16 people in Rome for a series of dinners, exclusive practices, and courtside seats to The Italian Open. See them at goldentickettennis.com and our Instagram page @Goldentickettennis Today's guest grew up in Pilsen Czecoslovakia, and over the course of his 15 year career he won 10 tournaments and got to 11 in the world posting wins over Mats Wilander, Stefan Edberg and Boris Becker to name a few.In doubles he won a staggering 54 tournaments and in 1980 with Ivan Lendl won the Davis Cup defeating Argentine in the semis and Italy in the finals. The great c player Tomas Smid is todays guest Huge thank you to Tomas Smid and thank you to The Golden Ticket. Be on the lookout for their full slate of super cool tennis programming for the connoisseur. Hosted on Acast. See acast.com/privacy for more information.

Smid en besked :)I dette afsnit diskuterer vi, hvem der kunne bære Two Faces spraglede jakkesæt i "Batman Forever".

International equity managers are in vogue again, so we visited with Portfolio Manager David Nadel about the case for international small- and mid-cap (SMID) stocks. In other news, we ponder how many burgers the One Big Beautiful Bill could buy. And we dive into Brian Levitt's “pessimism aversion” and why he prefers to stay optimistic about the big trends that promise to impact the future. (Invesco Distributors, Inc.)

Stacy's had a front row seat to a lot of boutique success stories but this one is something special. Tucker Walsh didn't just build one billion-dollar firm, he did it again. And now? He's back at it for a third time.In this Episode, Tucker and Stacy talk about what it really takes to build an investment firm from the ground up. They also discuss: The realities of raising capital in today's marketWhy allocator behavior is shifting and what that means for boutiquesLessons learned from decades of small-cap investingHow to grow your firm one small allocation at a time (and why the “unscalable” stuff matters most in the beginning) About Tucker Walsh:Tucker is the Founder and CIO of Arrowside Capital, a high-conviction investment firm focused on the best emerging SMID growth companies in public markets.With over 30 years of experience in growth equity, spanning roles at Polen Capital, Copper Rock Capital, and now Arrowside, Tucker is known for his deep research, sharp macro perspective, and unapologetically long-term approach.He also writes Zen Investment Briefs and hosts a podcast on value creation, market psychology, and how investors can thrive in a world of rapid change.Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

The boys are joined by former Edmonton Oilers defenseman Ladi Smid to dive into the WCF repeat matchup. We'll get his thoughts on both teams top lines, as well as their depth down the lineup. How much will this matchup determine the series? And who has the edge heading into Game 1?Website: https://oilersnation.com/ https://twitter.com/OilersNation/ https://www.youtube.com/@Oilersnationdotcom/ https://www.facebook.com/OilersNation/https://www.instagram.com/oilersnationdotcomhttps://www.tiktok.com/@oilersnation SHOUTOUT TO OUR SPONSORS!!

Wanneer Eden Smid intrekt in het oude huis van haar opa ontdekt ze een apart genootschap van ijzersmeden. Haar opa verzet zich tegen het gilde en Eden moet moeilijke taken volbrengen om hem te redden. Uitgegeven door Van Holkema & Warendorf Spreker: Floor Paul

Chapters00:00Introduction and Community Life03:03John's Early Life and Struggles05:54Coming Out and Embracing Identity08:58The Journey into Ex-Gay Ministry11:48Family Dynamics and Healing15:01The Cracks in the Ex-Gay Ministry19:57Transitioning Away from Ex-Gay Beliefs25:04New Relationships and Personal Growth35:03Redefining God and Spirituality38:32Living Authentically and Embracing Life42:41Exploring Sexual Freedom and Relationships50:17The Impact of Ex-Gay Ministries56:23Supporting the Transgender Community58:01Lessons Learned and Guiding PrinciplesTAKEAWAYS:John was raised in a complicated household that impacted his emotional development.He discovered his identity as a homosexual later in life after years of confusion.John believed he was doing God's work while involved in ex-gay ministries.He struggled with intimacy in his marriage due to his sexual orientation.John's journey led him to question the beliefs he had held for years.He found freedom in accepting his identity and moving away from ex-gay beliefs.John emphasizes the importance of living authentically and being true to oneself.He is actively involved in supporting the LGBTQ community in Hot Springs.John reflects on the impact of ex-gay ministries and the harm they cause.He believes in making amends to those affected by his past actions.SUMMARY:In this conversation, John Smid shares his journey from a complicated upbringing to discovering his identity as a gay man. He discusses his experiences with ex-gay ministries, the struggles he faced with family acceptance, and his eventual transition away from those beliefs. John reflects on his current views on faith, sexuality, and the importance of community support, emphasizing the need for authenticity and personal growth.From John J. Smid:I was born in July of 1954. Throughout my life I have lived through the mantra, “How can things be better?” As I continue to ask that question, my life has gone through several quite impactful life transitions.I have been married three times. I have two children and four grandchildren from my first marriage. Each marriage was a classroom of life for me through which I grew more aware each time that being a gay man wasn't always easy to embrace.I spent over 25 years trying to suppress my natural sexuality in order to please God and my then, religious beliefs. 22 of those years I was deeply entrenched in the Evangelical ExGay movement. I was the Executive Director for Love In Action, a residential ExGay ministry and a board member for eleven of those years with Exodus International, a worldwide coalition of ExGay ministries.I resigned from Love in Action in 2008 and at that time began a search for what was really true for me and my religious beliefs. I've spent these last 17 years working to make amends whenever possible for the messages I taught and the impact they had on hundreds of people very personally. Through personal reconnections with program clients and speaking out I hope I am at least making a dent in the harm done.After 24 years in my second marriage, I finally grew the courage to answer that life question once again. For life to be better I needed to fully embrace my homosexuality and life a more authentic life.Today, I am married to my husband Larry. We spend most of our time managing our acreage in central Arkansas and our little Airbnb cabin.  We have a wonderful LGBTQ+ community here and are very active socially with our friends.Website:http://www.johnjsmid.comJohn's book: https://johnjsmid.com/exd-out-2/Contact via email: js@johnjsmid.comTo contact Wilkinson:  BecomingW

During Hour 1 our Thursday co-host, former NHLer, Ladislav Smid joined the show breaking down the Oilers game two loss. Hosted on Acast. See acast.com/privacy for more information.

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy's 1st Quarter of 2025.

Han vinder alt. Han dominerer hver eneste turnering. Derfor kom det næppe som en overraskelse, at Mathias Gidsel for andet år i træk blev kåret til verdens bedste håndboldspiller. Men er der overhovedet nogen, der kan true den danske superstjerne i kampen om dén titel i fremtiden? Mads Pedersen tog søndag sagen i egen hånd og leverede et udbrud, der var Mathieu van der Poel og Tadej Pogacar værdigt. Med et angreb fra spids i Gent-Wevelgem sikrede den tidligere verdensmester sig sejren i brostensklassikeren. Skal han satse alt for endelig at triumfere i Paris-Roubaix? Superligaens nedrykningsspil er et drama uden lige. Fire klubber er i alvorlig fare for at rykke ned. Smid ligaens varmeste angriber i puljen og en traditionsklub på randen af panik, så har du en farlig cocktail. I dagens program sætter Andreas Kraul tal på de fire klubbers chancer for overlevelse. Vært: Emil Schiønning. Medvært: Tobias Hansen. Gæster: Håndboldreporter Emil Halkier og fodboldkommentator Andreas Kraul.

Our guest on the show this week is Tim Call, the President and CIO of The Capital Management Corp., a long-only investment firm that focuses on cash cows. The firm has been around since the 1960s and has remarkable client retention numbers. In this enlightening conversation, Tim and I covered: The lasting legacy of the firm; What a cash cow means to CMC; Why they think SMID cap is a great place to be investing; The philosophy surrounding portfolio concentration; and How to get the most out of a small investment team. For more information about The Capital Management Corp., please visit: https://cmcva.com/ Listen to all Compounders Podcast episodes on either Apple or Spotify iTunes: https://apple.co/3xlUvPY Spotify: https://spoti.fi/3jxkxLl All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

Vi sælger alle aktierne og dropper Tesla og Elon Musk. Sådan lyder det nu fra flere danske pensionskasser, der er begyndt et brandudsalg af Tesla-aktier, efter Elon Musk har gjort sin entré i Det Hvide Hus. Men spørgsmålet om Tesla har skabt en dyb kløft i pensionsbranchen. For mens flere skiller sig af med Tesla-aktierne, holder flere andre pensionsselskaber stædigt fast. Men er det sund fornuft at skubbe Tesla ud af danskernes pensionsporteføljer – eller har det mere præg af politisk korrekthed? Det diskuterer panelet i dagens udgave af Bundlinjen. I studiet: Susanne Juhl, professionelt bestyrelsesmedlem. Kasper Tidemann, stifter af bryggeriet Alefarm Brewing. Søren Linding, erhvervskommentator på Finans. Vært: Rasmus Bendtsen, nyhedsredaktør på Finans. Produceret af: Anders Thykier.See omnystudio.com/listener for privacy information.

Smid tøjlerne, smid trøjen og give it away på din bedste luftslapbas - nu er der fri leg! P6 giver dig seks timers ubetinget kærlighed til det Californiske evighedsband Red Hot Chili Peppers. Vi skal helt ned i materien. Fra de tidligste funk-dage til gennembruddet i 1990'erne, John Frusciantes exit og comeback og en udskældt koncert på Orange Scene under den regnfulde Roskilde Festival i 2007. Så smid fjernsynet væk og tænd for P6, når Mads Gundersen sidder klar flankeret af medvært Goodluck Casper med omvendt kasket, kedeldragt og laaaaaaange sokker. Vært: Mads Gundersen. Medvært: Goodluck Casper Bach Hegstrup. Producer: Simone Kofod Nørgård. Reportere: Jacob Zaulich. SoMe: Stine Karlsen. Redaktør: Kasper Overby.

Today we had a fantastic session with Neil Mehta, Managing Director and Head of North American Natural Resources Equity Research, alongside his colleague Carly Davenport, Vice President of Equity Research, with Goldman Sachs. Neil joined Goldman in 2008 and oversees research coverage across oil and gas, utilities, midstream, metals and mining, and clean technology, while also leading coverage for large cap energy equities. Carly joined Goldman in 2016 and covers U.S. utilities. She previously covered SMID cap refiners and was a member of the integrated oils & refiners team. With energy earnings season wrapping up, we wanted to reflect on key takeaways. We were fortunate to host Neil and Carly, whose coverage and breadth of knowledge made for a fascinating discussion. In our discussion, Neil first provides a detailed overview of key trends driving market performance, highlighting a shift from a broad sectoral view to a more focused approach on stock selection and performance dispersion. He emphasizes the significant performance differences among companies based on operational execution, capital allocation, and management quality. On the oil and gas side, Neil notes that range-bound commodity prices have reinforced the need for disciplined positioning, with an emphasis on capital efficiency and balance sheet strength. Carly walks us through key trends in utilities, including the surging focus on power demand driven by AI, data centers, and industrial expansion. We explore the growing interconnection between energy and technology markets and its impact on investor behavior, including how generalist investors are increasingly shaping energy sector valuations by focusing on growth and ESG considerations. We discuss the evolving natural gas landscape, the mounting pressure on power prices, and shifting attitudes among tech companies toward energy sourcing, with reliability and speed to market taking precedence over sustainability. We examine trends of investors seeking more access to company boards, the importance of engaged and visible boards in maintaining investor confidence, power price trends, how utilities can sustain investor confidence by tying equity raises to accretive growth opportunities, the role of power forward curves, best practices for managing earnings calls, and more. We greatly appreciate Neil and Carly for sharing their time and perspectives. For additional insights from Neil, we previously had the pleasure of hosting him on COBT in September 2022 (episode linked here). To start the show, Mike Bradley highlighted that the 10yr bond yield has plunged to its lowest level (~4.2%) of President Trump's second term. Bond markets are growing increasingly concerned that Canadian, Chinese & Mexican tariffs will lead to retaliatory measures against the U.S. which could impact/slow U.S. economic growth. He noted that bonds are now dialing in three interest rate cuts for 2025, and that on the broader equity market front, equities have become increasingly more volatile. He discussed the big intraday volatility on Tuesday in the Dow Jones Industrial Average (~750-point intraday swing) and that the S&P 500 was down ~3% over the last week (due to souring investor sentiment) and was approaching technically oversold territory. On the crude oil market front, WTI price slid to ~$68/bbl this week (approaching low-end of its 6mo trading range) due to OPEC+ unexpectedly signaling its intention to begin unwinding long-held oil production cuts, beginning in April. If OPEC+ does follow through with oil production increases, as planned, then it'll further widen the 2025 global oil surplus unless its offset by yet unannounced Iranian sanctions by the U.S. On the Energy equity front, the YTD performance dispersion in the Energy sector, and especially

In this episode of TMTM Candice and Felicity explore their love affair for growing and emerging global companies outside of the mega tech names we all know so well. If you are an investor seeking growth, you won't want to miss this episode, as the ladies will do a deep dive into the various reasons why SMID for 2025 is a no brainer for your investment portfolio. They also catch up with the legendary Qiao Ma - one of Australia's best global fund managers, to get her latest take on SMID and where she is seeing opportunities. Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Lubo Smid, spoluzakladatel vývojářského studia STRV, odkoupil podíly svých tří společníků a stal se jediným majitelem firmy. Už v roce 2018 převzal roli CEO, zatímco ostatní spoluzakladatelé se začali stahovat z aktivního řízení firmy. STRV začalo kromě klientských projektů vytvářet i projekty vlastní, ale nepřineslo mu to takové výsledky, jaké si přálo. Jak se taková firma řídí, jak bojovat s konkurencí a jak se buduje firma, která má kolem 180 lidí, roční tržby kolem 400 milionů korun a má tým v Praze, Brně, Los Angeles a v New Yorku? O tom bude tohle povídání. Video rozhovoru najdete zde: https://rostecky.cz/prevzal-firmu-se-180-lidmi-na-palube-lubo-smid-t53418 Toto je exkluzivní rozhovor pro moje předplatitele. V případě jakýchkoliv dotazů a připomínek mi neváhejte napsat na info@rostecky.cz. Veškerá doporučení, informace, data, služby, reklamy nebo jakékoliv jiné sdělení zveřejněné na našich stránkách je pouze nezávazného charakteru a nejedná se o odborné rady nebo doporučení z naší strany. Podrobnosti na odkazu https://rostecky.cz/upozorneni.

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy's 4th Quarter of 2024.

Welcome back to The Mining Pod! For this week's Bitcoin Stock Show, Digital Mining Solutions Founder Nico Smid joins us to share insights from Digital Mining Solution's 2024 year-end report. During the conversation, Smid shares his and his co-author Cindy Feng's findings on a range of topics, including 2024's hashrate growth relative to prior years, bitcoin mining trends in Latin America, pending mining IPOs, predictions for 2025, and more! Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 

The Nasdaq takes center stage with major earnings reports from Oracle, MongoDB, and C3 AI. Jefferies Analyst Brent Thill joins to break down Oracle's results, while C3 AI CEO Tom Siebel offers insights on his company's performance. Mobileye CEO Amnon Shashua shares key takeaways from Investor Day and the company's China business. Plus, a market panel featuring Jill Carey Hall of BofA and Dana D'Auria of Envestnet discusses the state of SMID-cap strategy.

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy's 3rd Quarter of 2024.

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Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy's 2nd Quarter of 2024.