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On this episode we are joined by Colorado Avalanche goalie Scott Wedgewood. He gets into his journey to the NHL, the Vegas sweep, and more.Download the app today and use promo code STRICK to score SEVENTY-FIVE DOLLARS in Fantasy Bonus Entries when you play your first FIVE dollar. Must be 18+ (19+ in AL, NE; 19+) in CO for some games; 21+ in AZ, MA, and VA) and present in a state where Underdog Fantasy operates. Terms apply. Concerned with your play? Call 1-800-MY-RESET or 1-800-GAMBLER or visit www.npcgamling.org; AZ: 1-800-NEXT-STEP (1-800-639-8783) or text NEXT-STEP to 53342; NY: Call the 24/7 HOPEline at 1-877-8-HOPENY or Text HOPENY (467369)Head to policygenius.com/CAM to compare life insurance quotes from top companies and see how much you could save.Right now, Betterwild is offering our listeners up to 40% off your order at betterwild.com/CAMControl Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
Diane King Hall discusses this morning's top moving stocks, starting with Accenture (ACN) opening at a nine-year low after earnings. She also points at Kroger (KR) falling to a 52-week low after missing multiple earnings metrics, and Intuit's (INTU) downgrade and price target cut by Stifel that cratered shares this morning.======== 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
After nearly four months of fighting, the U.S. and Iran agreed to a framework. Markets reacted: oil fell, equities hit record highs, and Treasury yields and inflation expectations eased. We break down the impact across markets and what it means for the Fed going forward. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
On this episode we are joined by Stanley cup champion with the Carolina Hurricanes, Erik Cole.Download the app today and use promo code STRICK to score SEVENTY-FIVE DOLLARS in Fantasy Bonus Entries when you play your first FIVE dollar. Must be 18+ (19+ in AL, NE; 19+) in CO for some games; 21+ in AZ, MA, and VA) and present in a state where Underdog Fantasy operates. Terms apply. Concerned with your play? Call 1-800-MY-RESET or 1-800-GAMBLER or visit www.npcgamling.org; AZ: 1-800-NEXT-STEP (1-800-639-8783) or text NEXT-STEP to 53342; NY: Call the 24/7 HOPEline at 1-877-8-HOPENY or Text HOPENY (467369)Head to policygenius.com/CAM to compare life insurance quotes from top companies and see how much you could save.Right now, Betterwild is offering our listeners up to 40% off your order at betterwild.com/CAMControl Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
In this episode, we unpack the forces keeping rates elevated, from stubborn inflation and strong labor markets to rising debt, and what it means for the Fed’s next move. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
On this episode we are joined by Penguins head coach and Jack Adams finalist Dan Muse. He gets into having to scratch veteran players, Crosby's injury and more.Download the app today and use promo code STRICK to score SEVENTY-FIVE DOLLARS in Fantasy Bonus Entries when you play your first FIVE dollar. Must be 18+ (19+ in AL, NE; 19+) in CO for some games; 21+ in AZ, MA, and VA) and present in a state where Underdog Fantasy operates. Terms apply. Concerned with your play? Call 1-800-MY-RESET or 1-800-GAMBLER or visit www.npcgamling.org; AZ: 1-800-NEXT-STEP (1-800-639-8783) or text NEXT-STEP to 53342; NY: Call the 24/7 HOPEline at 1-877-8-HOPENY or Text HOPENY (467369)Head to policygenius.com/CAM to compare life insurance quotes from top companies and see how much you could save.Right now, Betterwild is offering our listeners up to 40% off your order at betterwild.com/CAMControl Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
In this episode, we explore why inflation remains difficult to interpret - and how that uncertainty is shaping the Fed’s path, reinforcing higher-for-longer rate risks. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
We’re celebrating our 100th anniversary! This week, we break down the latest developments in trade talks, examine the military operation in Iran, and discuss key housing and crypto bills working their way through Congress. Join Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro for this milestone episode! This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Washington Policy Strategy Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2026 See omnystudio.com/listener for privacy information.
On this episode we are joined by former Stanley cup winning goalie with the Blues, and current New Jersey Devil, Jake Allen. He breaks down playing with Hughes, Binnington and more.Download the app today and use promo code STRICK to score SEVENTY-FIVE DOLLARS in Fantasy Bonus Entries when you play your first FIVE dollar. Must be 18+ (19+ in AL, NE; 19+) in CO for some games; 21+ in AZ, MA, and VA) and present in a state where Underdog Fantasy operates. Terms apply. Concerned with your play? Call 1-800-MY-RESET or 1-800-GAMBLER or visit www.npcgamling.org; AZ: 1-800-NEXT-STEP (1-800-639-8783) or text NEXT-STEP to 53342; NY: Call the 24/7 HOPEline at 1-877-8-HOPENY or Text HOPENY (467369)Head to policygenius.com/CAM to compare life insurance quotes from top companies and see how much you could save.Right now, Betterwild is offering our listeners up to 40% off your order at betterwild.com/CAMControl Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
On this episode we are joined by former Islander, King and Leaf Jason Blake. He breaks down his son Jackson Blake's run in Carolina, issues in Toronto and more.Download the app today and use promo code STRICK to score SEVENTY-FIVE DOLLARS in Fantasy Bonus Entries when you play your first FIVE dollar. Must be 18+ (19+ in AL, NE; 19+) in CO for some games; 21+ in AZ, MA, and VA) and present in a state where Underdog Fantasy operates. Terms apply. Concerned with your play? Call 1-800-MY-RESET or 1-800-GAMBLER or visit www.npcgamling.org; AZ: 1-800-NEXT-STEP (1-800-639-8783) or text NEXT-STEP to 53342; NY: Call the 24/7 HOPEline at 1-877-8-HOPENY or Text HOPENY (467369)Head to policygenius.com/CAM to compare life insurance quotes from top companies and see how much you could save.Right now, Betterwild is offering our listeners up to 40% off your order at betterwild.com/CAMControl Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
In this episode, we explore why geopolitical risk is becoming a persistent market force—and what it means for investors. As the world fragments, competition is reshaping supply chains and capital allocation. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
In this episode we provide an update on AI, inflation, and the Market’s Narrow Path. View the Investment Strategy Brief slides related to this episode here Watch the video related to this episode here The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com*See omnystudio.com/listener for privacy information.
The battle lines are being drawn over new proposed maps that could shift the path to power in Congress. In the latest episode of Potomac Perspective, co-hosts Brian Gardner and Neil Shapiro have the latest on redistricting efforts. Also discussed: Did President Trump’s trip to China produce more sizzle than steak? Will the United States step up military action in Iran? What’s the future for legislation around crypto market structure and housing affordability? This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Washington Policy Strategy Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2026See omnystudio.com/listener for privacy information.
On this episode we are joined by Bruins forward Morgan Geekie off his near 40 goal breakout season after being an expansion pick of the Kraken a few years prior.Download the app today and use promo code STRICK to score SEVENTY-FIVE DOLLARS in Fantasy Bonus Entries when you play your first FIVE dollar. Must be 18+ (19+ in AL, NE; 19+) in CO for some games; 21+ in AZ, MA, and VA) and present in a state where Underdog Fantasy operates. Terms apply. Concerned with your play? Call 1-800-MY-RESET or 1-800-GAMBLER or visit www.npcgamling.org; AZ: 1-800-NEXT-STEP (1-800-639-8783) or text NEXT-STEP to 53342; NY: Call the 24/7 HOPEline at 1-877-8-HOPENY or Text HOPENY (467369)Head to policygenius.com/CAM to compare life insurance quotes from top companies and see how much you could save.Right now, Betterwild is offering our listeners up to 40% off your order at betterwild.com/CAMControl Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
In this episode, we break down the Jevons paradox and why AI may not simply replace work but reshape it. As the cost of intelligence falls, demand for analysis, coding, drafting, design, service, and research may rise, shifting how investors think about growth and productivity. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
On this episode we are joined by current Blue Jacket and true scrapper, Conor Garland. He gets into the Drama in Vancouver, playing in Arizona, his trade to the Blue Jackets and more.Download the app today and use promo code STRICK to score SEVENTY-FIVE DOLLARS in Fantasy Bonus Entries when you play your first FIVE dollar. Must be 18+ (19+ in AL, NE; 19+) in CO for some games; 21+ in AZ, MA, and VA) and present in a state where Underdog Fantasy operates. Terms apply. Concerned with your play? Call 1-800-MY-RESET or 1-800-GAMBLER or visit www.npcgamling.org; AZ: 1-800-NEXT-STEP (1-800-639-8783) or text NEXT-STEP to 53342; NY: Call the 24/7 HOPEline at 1-877-8-HOPENY or Text HOPENY (467369)Head to policygenius.com/CAM to compare life insurance quotes from top companies and see how much you could save.Right now, Betterwild is offering our listeners up to 40% off your order at betterwild.com/CAMControl Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
In this episode, we discuss how AI is moving from promise to measurable economic and market impact – and why investors will increasingly focus not just on how much companies spend, but whether that spending produces durable earnings, productivity, and monetization. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
On this episode we are joined by Stanley cup winning coach Bruce Cassidy. “Butch” talks being fired with just weeks left in the season, acquiring Mitch Marner, signing Carter Hart and more.Download the app today and use promo code STRICK to score SEVENTY-FIVE DOLLARS in Fantasy Bonus Entries when you play your first FIVE dollar. Must be 18+ (19+ in AL, NE; 19+) in CO for some games; 21+ in AZ, MA, and VA) and present in a state where Underdog Fantasy operates. Terms apply. Concerned with your play? Call 1-800-MY-RESET or 1-800-GAMBLER or visit www.npcgamling.org; AZ: 1-800-NEXT-STEP (1-800-639-8783) or text NEXT-STEP to 53342; NY: Call the 24/7 HOPEline at 1-877-8-HOPENY or Text HOPENY (467369)Head to policygenius.com/CAM to compare life insurance quotes from top companies and see how much you could save.Right now, Betterwild is offering our listeners up to 40% off your order at betterwild.com/CAMControl Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
Is there more “clarity” around legislation to regulate the crypto industry? In the latest episode of Potomac Perspective, co-hosts Brian Gardner and Neil Shapiro have an update on efforts to jumpstart the stalled Clarity Act. Plus, the latest on a possible affordable housing bill and the war in Iran. This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Washington Policy Strategy Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2026See omnystudio.com/listener for privacy information.
In this episode, we break down the UAE’s decision to leave OPEC and why it reflects a broader shift in global energy markets rather than a sudden change. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
On this episode we are joined by one of the most iconic voices in hockey and long time commentator, Pierre McGuire.Download the app today and use promo code STRICK to score SEVENTY-FIVE DOLLARS in Fantasy Bonus Entries when you play your first FIVE dollar. Must be 18+ (19+ in AL, NE; 19+) in CO for some games; 21+ in AZ, MA, and VA) and present in a state where Underdog Fantasy operates. Terms apply. Concerned with your play? Call 1-800-MY-RESET or 1-800-GAMBLER or visit www.npcgamling.org; AZ: 1-800-NEXT-STEP (1-800-639-8783) or text NEXT-STEP to 53342; NY: Call the 24/7 HOPEline at 1-877-8-HOPENY or Text HOPENY (467369)Head to policygenius.com/CAM to compare life insurance quotes from top companies and see how much you could save.Right now, Betterwild is offering our listeners up to 40% off your order at betterwild.com/CAMControl Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
In this episode, we break down the Warsh nomination and why a Warsh-led Fed would likely de‑emphasize forward guidance, refocus on inflation credibility, and rely more on market signals. For investors, this would mean less prepackaged guidance and less emphasis on market choreography—requiring markets to interpret inflation, growth, and policy in real time. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
On this episode we are joined by Riley Cote. Download the app today and use promo code STRICK to score SEVENTY-FIVE DOLLARS in Fantasy Bonus Entries when you play your first FIVE dollar. Must be 18+ (19+ in AL, NE; 19+) in CO for some games; 21+ in AZ, MA, and VA) and present in a state where Underdog Fantasy operates. Terms apply. Concerned with your play? Call 1-800-MY-RESET or 1-800-GAMBLER or visit www.npcgamling.org; AZ: 1-800-NEXT-STEP (1-800-639-8783) or text NEXT-STEP to 53342; NY: Call the 24/7 HOPEline at 1-877-8-HOPENY or Text HOPENY (467369)Head to policygenius.com/CAM to compare life insurance quotes from top companies and see how much you could save.Right now, Betterwild is offering our listeners up to 40% off your order at betterwild.com/CAMControl Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
Will Kevin Warsh be confirmed as the next Head of the Fed? Can the ceasefire with Iran lead to permanent peace? And are budget and crypto bills in Congress headed for breakthrough or breakdown? Co-hosts Brian Gardner and Neil Shapiro tackle these key questions in a new episode of Potomac Perspective. This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Washington Policy Strategy Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2026See omnystudio.com/listener for privacy information.
In this episode we provide an update on 2026 headwinds and tailwinds, including the Middle East conflict and artificial intelligence. View the Investment Strategy Brief slides related to this episode here Watch the video related to this episode here The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com*See omnystudio.com/listener for privacy information.
In this episode, we examine upstream supply disruptions due to the U.S./Israel‑Iran conflict, why their impact can appear isolated at first, and what investors should watch as pressures move downstream. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
On this episode we are joined by former Oiler, Coyote, and current color commentator Louie DeBrusk.Download the app today and use promo code STRICK to score SEVENTY-FIVE DOLLARS in Fantasy Bonus Entries when you play your first FIVE dollar. Must be 18+ (19+ in AL, NE; 19+) in CO for some games; 21+ in AZ, MA, and VA) and present in a state where Underdog Fantasy operates. Terms apply. Concerned with your play? Call 1-800-MY-RESET or 1-800-GAMBLER or visit www.npcgamling.org; AZ: 1-800-NEXT-STEP (1-800-639-8783) or text NEXT-STEP to 53342; NY: Call the 24/7 HOPEline at 1-877-8-HOPENY or Text HOPENY (467369)Head to policygenius.com/CAM to compare life insurance quotes from top companies and see how much you could save.Right now, Betterwild is offering our listeners up to 40% off your order at betterwild.com/CAMControl Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
Markets try to refocus on fundamentals despite continued geopolitical uncertainty. Stephen Parker of JPMorgan Private Bank joins explains why markets could shift back to earnings and fundamentals if a ceasefire holds and oil prices stabilize. Gregory Daco, Chief Economist at EY-Parthenon, assesses the outlook for growth and what it means for the Federal Reserve. Stifel's Brian Gardner on the latest updates from Washington and the evolving ceasefire narrative. In tech Kate Rooney breaks down Amazon CEO Andy Jassy's latest letter and what it signals about AI spending and investment trends. Andrea Auerbach examines a wave of new IPOs and what it means for market liquidity and investor appetite. John Kolovos of Macro Risk Advisors walks through key technical levels shaping the market's next move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Venture debt might be the most misunderstood tool in startup finance. Ask ten founders to explain it, and you will get ten different answers, most of them wrong.In this episode of Tank Talks, Matt Cohen sits down with Marshall Hawks, a 16-year Silicon Valley Bank veteran who structured hundreds of venture debt deals, including for Airbnb, Twitch, and Fitbit. After SVB's collapse in 2023, Marshall stepped away to write the playbook founders had been missing: Venture Debt Deals: How to Fund Growth with Less Dilution.He breaks down what is actually happening in the 2026 venture debt market, including bigger facilities, new players in private credit, and what terms really look like today. They also get into when debt actually makes sense and when it does not, the biggest mistakes founders make on term sheets, and why the right lending partner matters more than squeezing out the lowest rate.If you want to grow faster without giving up more equity, or just understand how the full capital stack really works, this one is worth your time.Marshall's Early Lessons in Finance and Entrepreneurship (02:30)* Learning secured lending basics in his grandfather's Arkansas pawn shop* Reading people, judging value, and knowing what you don't know, including the cubic zirconia story* Growing up with a venture-backed CEO father who later became a VC, building empathy for foundersLife at SVB and the 2023 Collapse (08:24)* 16+ years, nine roles, including helping build SVB Canada* Inside the third-largest bank failure in U.S. history* The power of simply answering the phone during a crisisVenture Debt vs. Private Credit (15:58)* The key differences: venture banking (customer acquisition model) vs. private credit (deployed capital seeking returns)* Why banks offer smaller deals tied to revenue multiples, while private credit writes $50M–$150M+ checks* The role of warrants (equity kickers) in almost every venture debt dealWhat Lenders Actually Underwrite (20:58)* Why the cap table and investor syndicate matter more than financial models (models are always wrong)* How lenders assess whether a company can raise its next equity roundKey Case Studies and Lessons (23:53)* Airbnb: The energy you could feel walking into the office* Subtle signals Marshall looks for: office vibe, founder energy, and the “Airbnb Rhode Island office” effectClearco: A Cautionary Tale (28:03)* How Clearco used venture debt to scale rapidly and how over-leveraging nearly broke the company* The surprising role SVB's own failure played in saving Clearco* Why revenue-based financing models can become burdensome when revenue becomes less predictableThe State of the Venture Debt Market in 2026 (35:30)* Recorded $62 billion in volumes, recovered faster than expected* More choices than ever, including Stifel, HSBC, J.P. Morgan, BlackRock, Apollo, KKR, and Blue Owl* AI companies largely do not need debt right nowBreaking Down Venture Debt Term Sheets for Founders (40:47)* Founders do not understand what motivates venture banks vs. private credit firms* Getting the right partner trumps any term sheet detail* Price and economics matter, but choosing the wrong lender is a disaster* The right lender can be meaningfully impactful as a company ramps up* Most founders think about terms first. They should think about their partner first.When to Start Building Lender Relationships (47:05)* It's never too early, meet lenders 6–12 months before you need capital* Most venture debt deals happen after an equity round closes (serial, not parallel)* Send regular updates to lenders just like you would to investorsHybrid Rounds: Will Venture Debt and Equity Merge? (49:37)* Traditional SaaS players are stuck. They need to incorporate AI to survive.* Inside rounds with debt and equity stapled together feel like bridge rounds to buy time.* Marshall's view: this will not become the norm.* Timing is wonky. Getting equity investors and lenders to work together is cumbersome.* Separate events work better: raise equity first, then raise debt.Marshall's Closing Advice for First-Time Founders (51:22)* Treat venture debt as a tool, not a silver bullet* Prioritize finding the right long-term partner over optimizing every last termAbout Marshall HawksMarshall Hawks spent 16 years at Silicon Valley Bank, where he originated and closed hundreds of venture debt deals with companies like Airbnb, Twitch, and Fitbit. Following SVB's collapse in 2023, he left banking to write Venture Debt Deals: How to Fund Growth with Less Dilution, the practical guide he wished every founder had before opening a term sheet. He now serves as an independent voice on venture debt, helping founders navigate the post-SVB landscape of banks, private credit, and alternative financing.Connect with Marshall Hawks on LinkedIn: https://www.linkedin.com/in/marshallhawks/Buy Venture Debt Deals: https://www.amazon.com/Venture-Debt-Deals-Growth-Dilution/dp/B0FZYQ53MWConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com
In this episode, we examine growing attention on private credit defaults and redemptions, why stress appears isolated, and what investors should watch next. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
Is there a generational shift underway that could trigger a valuation reset for the entire financial services sector? Special guest KBW CEO Tom Michaud joins the podcast to explain the significance of regulating banks by business model, not just asset size. Tom also talks with co-hosts Brian Gardner and Neil Shapiro about M&A, innovation, and the evolution of fintech. This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Washington Policy Strategy Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2026See omnystudio.com/listener for privacy information.
On this episode the boys are joined by long time Boston goalie and Calder winter Andrew Raycroft. We get into Bostons deep runs, Islanders coaching change and more.Download the app today and use promo code STRICK to score SEVENTY-FIVE DOLLARS in Fantasy Bonus Entries when you play your first FIVE dollar. Must be 18+ (19+ in AL, NE; 19+) in CO for some games; 21+ in AZ, MA, and VA) and present in a state where Underdog Fantasy operates. Terms apply. Concerned with your play? Call 1-800-MY-RESET or 1-800-GAMBLER or visit www.npcgamling.org; AZ: 1-800-NEXT-STEP (1-800-639-8783) or text NEXT-STEP to 53342; NY: Call the 24/7 HOPEline at 1-877-8-HOPENY or Text HOPENY (467369)Head to policygenius.com/CAM to compare life insurance quotes from top companies and see how much you could save.Right now, Betterwild is offering our listeners up to 40% off your order at betterwild.com/CAMControl Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
Ron Kruszewski joins Tom Ackerman to discuss the ESPN “On the Edge” premiere at Stifel Theatre supporting the U.S. Ski Team, including stories of Olympic athletes like Mikaela Shiffrin and Noah Elliott. He also shares insight on Stifel's role in the St. Louis community, the Cardinals' young roster, the Blues' playoff push, and how adapting to change is key in both sports and business.
(00:00-30:47) Former Blues defenseman Chris Pronger joins us. Jackson isn't on a Papers level with Chris Pronger. Not impressed with Jackson's puck knowledge. Fireside chat with Pronger and Chris Kerber at Stifel. His new book. What are people willing to do to be great? Getting traded for Brendan Shanahan. Taking questions from the listeners. His interest in working in a front office. The pressure in Toronto. His thoughts on the Blues and their long term future. What has he enjoyed most in his post-playing days? Sugar Ray playing at this Stanley Cup party.(30:55-41:25) Some Sugar Ray for you, Doug. Why doesn't Pronger have a statue at Enterprise Center? E-Mail of the Day(41:35-45:21) Jackson still hasn't announced where he will be watching the Final Four this weekend. Are there any public residences? Audio of Danny Hurley talking about making the Final Four.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Awaiting response from Joe. Looking at next week for 'Navy Caps on the Road' on The Point and The Arch. Three hour QFTA yesterday. Live swiping. Take that, Gary Cohen. Response rate on the apps. Standing up for the shorts. Weeble Wobbles. Michigan/Arizona over under. Brad Underwood talking about his matchup with UConn. Big enough to eat hay and pull a wagon. Most overplayed song of the last year. How do Mizzou fans feel about Illinois in the Final 4? Load up the hate lines.The song that's taking over the St. Louis area. Chairman is David Harbour and Jackson is Jason Bateman. The cheery outlook on Reddit. Borscht. What would Jackson give up for a Mizzou FInal Four. Craig Carton's not happy on WFAN. Buh bye Francisco Lindor. Frank The Tank from Barstool lost it when the Cards walked off the Mets on Wednesday. Todd Zeile taking some shrapnel. Live from Martin's hotel room in Queens. Sup, doubters?Pozo starting makes us randy. See, we're just like Queens. Lil Astoria. Tell me again what a PAWG is.Jackson released when Martin showed him a picture of Augusta. Blues broadcaster, Joey Vitale checking in with us from the West Coast and he's not interested. Joey likes grounding. Shoes are the enemy. It's a fish fry, not a fish bake, Doug. Flasher people. Joey declared the playoff push dead on the Kerbside Podcast. Should we expect the team to try and add some offensive punch? Whose names are in pencil and whose are in pen?Blow, Johnny, Blow. Dangly earrings. Still trying to define mogging. 1.5 car carports. Drops of the Week. Bill Black (The Hair Barber) sounds like he might be calling in. The Cardinal lineup is out and Tim's not happy about it. Kinda takes the air out of Pozo starting. Ok, Derek, whatever you say. Down on the farm. Pooh Sheisty.Tell me this isn't the jam. Mt. Rushmore of sports vessels. Jackson thinks the Lombardi Trophy should be bigger. Alabama AD talking about doing away with the SEC Championship game.Former Blues defenseman Chris Pronger joins us. Jackson isn't on a Papers level with Chris Pronger. Not impressed with Jackson's puck knowledge. Fireside chat with Pronger and Chris Kerber at Stifel. His new book. What are people willing to do to be great? Getting traded for Brendan Shanahan. Taking questions from the listeners. His interest in working in a front office. The pressure in Toronto. His thoughts on the Blues and their long term future. What has he enjoyed most in his post-playing days? Sugar Ray playing at this Stanley Cup party.Some Sugar Ray for you, Doug. Why doesn't Pronger have a statue at Enterprise Center? E-Mail of the DayJackson still hasn't announced where he will be watching the Final Four this weekend. Are there any public residences? Audio of Danny Hurley talking about making the Final Four.Free Sheisty. Tough video of the Tiger Woods arrest. Talking to the President. Hard to say when we'll see Tiger on the golf course again. The blue curtain statement from 16 years ago.Stanford Steve believes in the Illini. Preemptive copium from Illinois fans.And the winner of the Design Aire Heating & Cooling EMOTD is...See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Chris Pronger joins the show to discuss the Blues turnaround post Olympic break, and if he thinks they can get to the playoffs. What has he seen in Logan Mailloux development this season, and in Theo Lindstein's game. What makes the Blues top line so dangerous to defend against? Plus, Chris talks about his new book "Earned", and his book launch event at Stifel. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode, we discuss how it is important to prepare for an extended conflict in the middle east, and how such a prolonged conflict may impact our lives…and our markets. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
The Trump Administration wants an additional $200 billion for the military operation in Iran and this could be a make or break week for a crypto market structure bill. Co-hosts Brian Gardner and Neil Shapiro bring you the latest Potomac Perspective. This material is prepared by the Washington Policy Strategy Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). This material is for informational purposes only and is not an offer or solicitation to purchase or sell any security or instrument or to participate in any trading strategy discussed herein. The information contained is taken from sources believed to be reliable, but is not guaranteed by Stifel as to accuracy or completeness. The opinions expressed are those of the Washington Policy Strategy Group and may differ from those of other departments that produce similar material and are current as of the date of this publication and are subject to change without notice. Past performance is not necessarily a guide to future performance. Stifel does not provide accounting, tax, or legal advice and clients are advised to consult with their accounting, tax, or legal advisors prior to making any investment decision. Additional information is available upon request. Stifel, Nicolaus & Company, Incorporated is a broker-dealer registered with the United States Securities and Exchange Commission and is a member SIPC & NYSE. ©2026See omnystudio.com/listener for privacy information.
On this episode the boys are joined by legendary sports commentator Mike Tirico. Download the app today and use promo code STRICK to score SEVENTY-FIVE DOLLARS in Fantasy Bonus Entries when you play your first FIVE dollar. Must be 18+ (19+ in AL, NE; 19+) in CO for some games; 21+ in AZ, MA, and VA) and present in a state where Underdog Fantasy operates. Terms apply. Concerned with your play? Call 1-800-MY-RESET or 1-800-GAMBLER or visit www.npcgamling.org; AZ: 1-800-NEXT-STEP (1-800-639-8783) or text NEXT-STEP to 53342; NY: Call the 24/7 HOPEline at 1-877-8-HOPENY or Text HOPENY (467369)Head to policygenius.com/CAM to compare life insurance quotes from top companies and see how much you could save.Right now, Betterwild is offering our listeners up to 40% off your order at betterwild.com/CAMControl Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
In this episode we discuss how markets are reacting to fast moving military actions in the Middle East, with the Fed feeling pressure to hike AND cut rates. We unpack the recent Fed meeting, the latest market reactions to tht conflict, and implications for future Fed policy. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
On this episode the boys are joined once again by former Columbus Blue Jacket head coach, Dean Evason.Control Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
In this episode, we discuss the strategic off-ramps for the U.S./Israel-Iran war. We’ve seen energy prices and inflation fears rise, but the long-term outlook depends on which of our four scenarios unfolds. We analyze the motivations of each party and share our probability-weighted views on the path forward for global markets. Check out Sight|Lines to unpack these events. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.
On this episode the boys are joined by Canadian sportscaster and lead host for TSN, James Duthie. He's covered the NHL for TSN for 30 years, and has also hosted SportsCentre, NFL, CFL, NBA, and PGA Tour.Control Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
On this episode the boys are joined by legendary sports commentator and the man who called USAs Olympic gold, Kenny Albert. Download the app today and use promo code STRICK to score SEVENTY-FIVE DOLLARS in Fantasy Bonus Entries when you play your first FIVE dollars on Fantasy - that's promo code STRICKControl Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
On this episode the boys are joined by head coach of the San Jose Sharks Ryan Warsofsky.Download the app today and use promo code STRICK to score SEVENTY-FIVE DOLLARS in Fantasy Bonus Entries when you play your first FIVE dollars on Fantasy - that's promo code STRICKControl Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
Markets react to a dramatic turn in the tariff debate as the Supreme Court struck down the IEEPA tariffs. Kristina Partsinevelos breaks down the market recap, while Eamon Javers and Emily Wilkins track the political response from the White House and Capitol Hill. Steve Liesman examines the broader economic implications, and Stifel's Brian Gardner analyzes what it means after key tariffs are struck down. Bob Elliott, CEO of Unlimited, and Adam Crisafulli of Vital Knowledge join to assess the market reaction, positioning shifts and whether volatility sticks. In retail, Dana Telsey breaks down sector reaction and what changing trade dynamics could mean for consumer-facing companies. Looking ahead, NVIDIA takes center stage. John Belton, Portfolio Manager at Gabelli Funds, previews what's at stake for the AI trade and the broader tech outlook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
On this episode the boys are joined by the one and only Craig Button, former NHL executive and current ice hockey analyst for TSN. Him and the boys get into all things olympic plus some regular NHL rumors and news. Download the app today and use promo code STRICK to score SEVENTY-FIVE DOLLARS in Fantasy Bonus Entries when you play your first FIVE dollars on Fantasy - that's promo code STRICKControl Body Odor ANYWHERE with Mando (https://shopmando.com/) and get 20% off + free shipping with promo code STRICK at shopmando.com (https://shopmando.com/) #mandopodCheck out our Sponsors!
On this episode the boys are joined by long time Hurricane captain, and Stanley cup champion with over 1300 games Eric Staal. He talks about his experience at the olympics, playing for Buffalo, wearing the C for carolina and more. Check out our Sponsors!
Bitcoin sank below $70K. Bitcoin has tumbled below $70,000, pushing market sentiment into "extreme fear." But the pain might not be over: Stifel analysts are predicting a potential crash all the way to $38,000, citing a "Benjamin Button" reversal in Bitcoin's relationship with the dollar. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
On this episode the boys are joined by long time Ranger and Hurricane, Derek Stepan. Check out our Sponsors!