Podcasts about smid

I dette afsnit af "3 kølige fra kassen" går Dennis i dybden med de to filmatiseringer af "Man on Fire" samt den splinternye Netflix-serie af samme navn.Smid en besked :)

During Hour 3 our Thursday co-host former NHLer Ladislav Smid joined the show recapping his experience coaching at the U18 World Championships and the Oiler's 1st Round playoff exit. Hosted on Acast. See acast.com/privacy for more information.

I dette særafsnit har vi vores anden samtale med Sam Firstenberg. Denne gang taler vi om Revenge of the Ninja og Ninja 3: The Domination.Smid en besked :)

เอกสารชุดนี้รวบรวมบทวิเคราะห์โอกาสการลงทุนในหุ้นขนาดกลางและขนาดเล็กที่มีศักยภาพในการเติบโตสูงทั่วภูมิภาคเอเชียแปซิฟิก โดยเน้นไปที่บริษัทที่มีแนวโน้มสร้างผลตอบแทนรวมโดดเด่นอย่างน้อย 25% ขึ้นไป ตัวอย่างที่น่าสนใจประกอบด้วยหุ้นกลุ่มพลังงานสะอาดและอุปกรณ์ป้องกันประเทศในญี่ปุ่น รวมถึงผู้ผลิตชิ้นส่วนยานยนต์ในอินเดียที่ได้รับอานิสงส์จากการขยายตัวของรถยนต์ไฟฟ้า นอกจากนี้ยังครอบคลุมถึงอุตสาหกรรมไวน์ในออสเตรเลียและเหมืองแร่โลหะมีค่าในฟิลิปปินส์ที่มีการพยากรณ์กำไรเติบโตอย่างก้าวกระโดด ข้อมูลดังกล่าวยังให้ความสำคัญกับบริษัทที่มีกระแสเงินสดแข็งแกร่งและการจ่ายเงินปันผลที่เพิ่มขึ้นเพื่อดึงดูดนักลงทุน อย่างไรก็ตาม เนื้อหาได้สอดแทรกคำเตือนเกี่ยวกับความเสี่ยงของการลงทุนในหุ้นขนาดเล็กที่อาจมีความคล้ายคลึงกับการพนันเพื่อให้ผู้ที่สนใจระมัดระวังในการตัดสินใจ

This week we are joined by Laura-Anne Smid, a talented Catholic wedding photographer with 15 years of experience! In this episode she shares how intentionality, gratitude, and genuine faith transform ordinary moments into eternal memories. Learn simple yet powerful ways to foster appreciation for what is true, good, and beautiful in a noisy digital age. Laura-Anne discusses her unique resources that go beyond photography, helping couples prepare spiritually for their wedding day and beyond. She emphasizes that true beauty is rooted in our hearts and expressed through tangible, meaningful memories—reminding us that authentic connection and gratitude are the keys to noticing God's goodness every day. We break down practical steps to see and nurture beauty in your family life: from intentional home decor rooted in sacred art to cultivating a gratitude practice that sharpens your awareness of God's blessings. Discover insights on teaching children to recognize the beauty around them and balancing the desire for polished family photos with genuine, relaxed moments.If you're ready to cultivate gratitude, deepen your faith, and learn how intentionality can reveal beauty hidden in plain sight, this conversation is your next step. Whether you're looking to enrich your spiritual life, craft a more intentional family culture, or simply see the world through a renewed lens of gratitude, this episode will transform how you view and capture the beauty all around you.Connect with Laura-Anne: https://laura-anne.ca/https://www.instagram.com/lauraannesmid/

Godt vi leger for Samuel L. Jackson var perfekt som  Mitch. Legen bliver ikke mindre af den grund. Så vi kaster os i et afsnit hvor der både er besøg af Buffalo Rasmus, Johnny Ryback og en meget ulækker mand. Vi garanterer at Frank Drebin er her.God mandag til alle.Smid en besked :)

Singapore’s small- and mid-cap (SMID) stocks are gaining renewed attention as market reforms, improving liquidity, and fresh institutional inflows begin to reshape the sector. But with oil prices rising, inflation risks lingering, and global uncertainty increasing, how should investors approach this space now? On The Bigger Picture, Dan Koh invites Andy Wong, Senior Equity Research Analyst at OCBC to discuss what’s really driving the sector, how macro risks like rising oil prices and inflation are impacting smaller companies, and where investors can still find opportunities in today’s market.See omnystudio.com/listener for privacy information.

I denne uge af Godnat Og Sov Dårligt har de tre værter svært ved at nå til enighed i mange ting... Lyt selv med for at finde ud af hvad vi snakker om.Smid en dm på vores instagram hvis at du har noget klogt at sige eller et indskud til ugens vinder, taber eller h/v orienteret! Eller hvis I savner en god snak med Sikandar.Peace out, vi ses i helvede.

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy's 1st Quarter of 2026.

I dette afsnit kaster Dennis lidt kærlighed efter: "Freebie and the Bean", "Dead Heat" og "The Hidden".Smid en besked :)

During Hour 1 former NHLer and Oiler Ladi Smid joined the show discussing the Oilers' home stretch of the regular season. Hosted on Acast. See acast.com/privacy for more information.

During Hour 1 former NHLer Ladislav Smid joined the show live from Czechia discussing the state of the Oilers after a disappointing loss to Florida. Hosted on Acast. See acast.com/privacy for more information.

Chris tells the tale of a SMID behind the wheel, and Canada is Euthanizing more People than Dogs! For more coverage on the issues that matter to you, download the WMAL app, visit WMAL.com or tune in live on WMAL-FM 105.9 from 9:00am-12:00pm Monday-Friday  To join the conversation, check us out on Twitter @WMAL and @ChrisPlanteShow Learn more about your ad choices. Visit podcastchoices.com/adchoices

I dette afsnit diskuterer vi, hvem der kunne have spillet lejemorder/husmor med hukommelsestab i Renny Harlins actionbasker.Smid en besked :)

Gangsteren, Jack Carters bror er død. Han tror ikke, det var et uheld. Vi tager med Michael Caine til Newcastle for at finde ud af, hvad der er sket.Smid en besked :)

In today's Episode Rewind we're revisiting our interview with Dr. Marcela Smid, live at the 56th Annual ASAM Conference in Denver. Dr. Smid sits down to discuss article submissions and peer review, as well as demystifying the scientific publishing process for new authors.   Learn more about this year's upcoming conference in San Diego, CA > https://bit.ly/3OTOx79 

Connor Browne previews tomorrow's economic data prints, which include a GDP reading and the PCE report. He anticipates a “push and pull” between Fed Chair nominee Kevin Warsh and President Trump as the year goes on. He's looking for opportunity in valuation dispersion, hunting outside of the large cap names. Connor also gives his perspective on the energy market and the transformation from fossil fuels to renewables. He's also very excited about agentic AI.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

For more coverage on the issues that matter to you, download the WMAL app, visit WMAL.com or tune in live on WMAL-FM 105.9 from 9:00am-12:00pm Monday-Friday  To join the conversation, check us out on Twitter @WMAL and @ChrisPlanteShow Learn more about your ad choices. Visit podcastchoices.com/adchoices

Det er vinterferie for nogen, for os i filmfædre er det. Med det "in mente" har vi på redaktionen valgt at lege lidt. Vi vil prøve at finde en substitut i stedet for John Candy. Det er selvfølgelig kun en leg, for John Candy var perfekt. Vi kommer vidt omkring og det ender selvfølgelig med en vi tror I alle vil kunne li. God dag til alle.  Smid en besked :)

Vi har set, læst og lyttet os gennem 2025 Nu er det tid til at hylde årets mest medrivende indhold og samtidig tage et tilbageblik på det, der særligt gjorde indtryk. Vi har talt jeres stemmer op, vi har sat vores egne krydser, og i denne fredagsepisode løfter vi endelig sløret for vinderne - som i år kan se frem til at modtage en fin statuette! Smid høretelefonerne på, gør dig klar til fanfarer og trommehvirvler, og hør os gætte forkert på stort set alle jeres vindere. MØRKEAWARDS 2025 er landet Assisterende klip: Anders EskeMusik: Bensound og Pixabay

Host Dick Donahue talks about popular spots Americans are moving, SMID earnings persistence, and AI adoption.

For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.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.DOWNLOAD a pdf of a lightly edited transcript and the slide deck using the blue Download buttons below.We are just back from nine days on the road across the western U.S. and British Columbia. A key theme we highlighted at both the Goldman Sachs energy conference in Miami earlier this month and at a CIBC dinner panel last week in Whistler was the need for companies to take risk. Three points we discuss in the video podcast: (1) Why the “take risk” messaging now?: (2) The distinction between large-cap and SMID-cap risk taking; and (3) SMID-cap opportunities.

Vi skal tilbage i tiden - helt tilbage til det sagnomspundne år 1966. Der fik vi John Wayne, Robert Mitchum og James Caan i filmen El Dorado, den minder meget om Rio Bravo, men det kommer vi ind på. Filmen er instrueret af Howard Hawks som er også instruerede Rio Bravo, Red River mm. God mandag til alle.Filmfædre Smid en besked :)

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy's 4th Quarter of 2025.

Markets are rattled by geopolitics - but panic is rarely a strategy. From US military action in Venezuela to tensions over Greenland, investors are questioning whether uncertainty now warrants a shift in portfolios. We examine how US equities have actually behaved through geopolitical shocks - and what history suggests about staying invested. The Magnificent 7 start the year unevenly, raising the question of whether leadership is broadening beyond mega-cap tech into SMID caps. A weaker US dollar prompts a closer look at currency exposure in global portfolios - risk, opportunity, or both? With noise rising across geopolitics and policy, we ask the hardest question: sit in cash, or stay the course? Hosted by Michelle Martin. Guest: Cheng Chye Hsern, Head of Investment, Providend.See omnystudio.com/listener for privacy information.

The market looks strong - but only a handful of stocks are doing the lifting. As 2026 begins, investors are grappling with a big question: can mega-cap dominance last, or is leadership finally starting to broaden? With just 10% of the S&P 500 driving gains, valuation gaps are widening even as market breadth quietly improves. We explore whether easing rates, broader earnings, and capital rotation are setting the stage for SMID-cap companies to step into the spotlight. The conversation digs into AI’s shift from infrastructure to application, separating real earnings leverage from hype. We also assess how new US tax incentives are shaping corporate behaviour - and whether small- and mid-cap fundamentals are truly recovering. Joining the discussion is Ann Miletti, Head of Equity Investments and Chief Diversity Officer at Allspring Global Investments, hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

Over the years, we have really enjoyed hosting the Goldman Sachs Research Team, and today we are thrilled to share this Special Edition featuring Neil Mehta (Managing Director and Head of North American Natural Resources Equity Research), Carly Davenport (Vice President, Equity Research), and Brian Singer (Managing Director and Global Head, GS SUSTAIN for Global Investment Research). 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. Brian joined the firm as an analyst in 1998 and has covered energy companies based in Argentina, Brazil, Canada, Russia, South Africa, and the U.S. As many of you likely know, Goldman recently hosted its annual Energy, CleanTech & Utilities Conference. Jeff Tillery, Arjun Murti, and Maynard were thrilled to welcome the team back to discuss key takeaways and the broader energy landscape. As you will hear, it was a wide-ranging and substantive discussion, thanks to Neil, Carly, and Brian, whose coverage and breadth of knowledge made for a fascinating conversation. In our discussion, Neil walks us through how Goldman's Energy, CleanTech & Utilities Conference has broadened its coverage over time and how the Maduro/Venezuela developments shaped conversations, especially the market's tendency to trade geopolitical headlines to extremes before recalibrating. Brian explains how sustainability in 2026 is increasingly about risk mitigation and reliability (power, water, supply chains), and why the power buildout is a “yes-and” environment rather than an either/or fuel debate. Carly discusses how the market is shifting from “own-the-theme” to a more stock-picker setup as 2025 plans translate into concrete PPA announcements and load-growth rationalization, with an all-of-the-above sourcing outlook across coal, gas, renewables, and longer-dated nuclear. We cover oil and gas risk-taking, M&A, and why consolidation may be necessary, but not sufficient, especially for U.S.-focused shale players. We explore lessons from shale on cost position and diversification, investor “permission” for expansion via Brian's CARE checklist, how to “get outside your lane” without losing credibility, and the guardrails utilities face in avoiding volatility and merchant exposure. Brian outlines investor behavior in a demand-driven upcycle, scale as a differentiator in power, and his energy policy STARS lens: Supply Transition, Affordability, Reliability, and Security, along with supply-chain depth and labor as a binding constraint. Carly also shares underappreciated themes including grid maintenance and resilience investment needs and potential ROE and affordability pressure. Neil highlights economic re-acceleration as a potentially underappreciated upside driver for energy equities and contrasts strategic priorities for refiners versus midstream. We close by asking what's next for the team as they look ahead to next year's conference. We greatly appreciate Neil, Carly, and Brian for sharing their time and perspectives. We hope you find today's discussion as insightful and interesting as we did. Our best to you all and Happy MLK Day!

What does it take to run a truly effective Functional Service Provider (FSP) model in today's biopharma landscape? From harmonizing global teams to embedding innovation into daily delivery, FSP engagement is more than a resourcing solution — it's about strategic collaboration and approaches that accelerate delivery. The Syneos Health Podcast: Functionally Speaking series explores the nuances that make these models work.  In this episode of Functionally Speaking, host Lynn Hamilton welcomes Matt Lawton, Executive Director of FSP Delivery at Syneos Health, to explore the unique challenges and opportunities facing small-to-mid-size (SMID) biopharma sponsors. Often operating with leaner resources and evolving pipelines, these companies require partners who can flex with their journey—not just deliver headcount.With over 15 years of experience guiding functional partnerships, Matt offers grounded insights on how to build trust-based FSP models tailored to each sponsor's origin, stage and future goals.  Listeners will gain a practical understanding of:What truly defines the SMID segment—and why it's a space of rapid innovationHow functional support needs vary widely across early- to mid-stage sponsorsThe critical role of adaptability in both delivery teams and partnership modelsWhy strong cultural fit and team integration matter more in SMID engagementsWhen to start considering FSP—and how a conversation, not a contract, is often the best first stepIf you're working in or with an emerging biopharma organization, this episode offers a valuable look into how functional partnerships can evolve to meet you where you are—and grow with you.The views expressed in this podcast belong solely to the speakers and do not represent those of their organization. If you want access to more future-focused, actionable insights to help biopharmaceutical companies better execute and succeed in a constantly evolving environment, visit the Syneos Health Insights Hub. The perspectives you'll find there are driven by dynamic research and crafted by subject matter experts focused on real answers to help guide decision-making and investment. You can find it all at https://www.syneoshealth.com/insights-hub. Like what you're hearing? Be sure to rate and review us! We want to hear from you! If there's a topic you'd like us to cover on a future episode, contact us at podcast@syneoshealth.com.

Ann Miletti believes there's "noise" in the last two months of economic data but see the economy in "pretty good shape" for 2026. On expectations for the next year, Ann sees CapEx spending increasing and stimulus adding to the consumer picture, bolstered by interest rate cuts from the FOMC. She gives her top 6 predictions for 2026, from an acceleration in SMID caps and M&A activity to seeing room to run in emerging markets. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Singapore’s “forgotten” mid-caps may be turning into the market’s next big battleground.Hosted by Michelle Martin. With liquidity returning and MAS’s S$5B EQDP funneling fresh capital, long-ignored SMID stocks are waking up. We break down Ultragreen’s 10% SGX debut, triple-digit gainers, and how 240 small- and mid-caps stack up against the STI. CGS International’s Jason Saw joins us to reveal where reforms meet real opportunity. Plus: red flags, governance signals, and how retail investors can navigate a once-in-a-cycle window.See omnystudio.com/listener for privacy information.

Antipodes Investment Director, Alison Savas, is joined by Antipodes Global SMID Portfolio Manager, James Rodda, for a discussion about some of the key opportunities in global small and mid-cap equities (Global SMIDs).  Stock commentary is illustrative only. Not a recommendation to buy, hold, or sell any security. Past performance is not reliably indicative of future performance. A Key times: Intro to the global small and mid-cap sector: 1:30 Managing risk in global SMIDs: 7:30 The macro backdrop for global SMIDs: 10:00 Why industry research is so important in global SMIDs: 13:30 Key performance drivers for the Antipodes Global SMID Fund: 18:30 Investing in global small and mid-cap stocks in the energy sector: 20:00 James' pick for the most under-appreciated SMID stock in Antipodes' portfolio: 26:30

Hosted by MM+M, this episode brings together Cathy Eschenbach, SVP, group account director of Genicos, powered by Syneos Health, and John Kirk, SVP, group creative director of Genicos, powered by Syneos Health, for a conversation about the agency's new positioning and its rallying cry:“It's GO Time.”The discussion explores how Genicos helps small and midsize biopharma (SMID) companies bring breakthrough therapies to market — faster, smarter and with purpose. Eschenbach and Kirk unpack what “GO” means as an ethos, not just a tagline; why emerging biotechs are their ideal partners; and how Genicos blends scientific depth and creative firepower to accelerate launches and impact patient outcomes.  Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.Music: “Deep Reflection” by DP and Triple Scoop Music. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former Oilers defenceman Ladislav Smid joins to talk about the Oilers first quarter of the season and some of the defensive issues currently causing alarm. Then, Struddy's better half gets to retort on a number of claims previously made about her on this program. Shaugger, Struddy and Zubie are along for the ride! Joins us!See omnystudio.com/listener for privacy information.

Black Friday panic, Christmas chaos… and a derivatives-led global equity sell-off. In this episode of Talk Money To Me, Candice and Felicity zoom out from the noise and share six major investment themes set to shape portfolios in 2026 plus the ETFs, sectors and stocks they're watching right now.Recorded on 25 November 2025 following a sharp but non-fundamental global equity pullback driven by CTAs, futures activity and a VIX spike, the pair break down why retail investors have been buying the dip, not selling it and why the medium-term setup for equities remains constructive.They then reveal their 2026 Playbook, covering:⭐ Theme 1 – Mid-Duration Fixed Income & Floating RatesWhy the 3–5 year part of the curve, senior bank notes, floating-rate notes and diversified bond ETFs (like MQSD) are compelling defensive anchors heading into an uncertain rate environment.

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.

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!!

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

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

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.

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

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.

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

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

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.