Podcasts about Stifel

American investment bank

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Best podcasts about Stifel

Latest podcast episodes about Stifel

Potomac Perspective with Brian Gardner

Now that the government has reopened, Congress will begin to address numerous policy matters that were shelved during the recent shutdown. Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro examine how lawmakers are leaning into “affordability” issues. Also discussed: possible traction on deposit insurance reform and a mega antitrust win for META. 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. ©2025See omnystudio.com/listener for privacy information.

Cam & Strick Podcast
Kirk Maltby on The Cam & Strick Podcast

Cam & Strick Podcast

Play Episode Listen Later Nov 18, 2025 159:58


On this episode the boys are joined by FOUR time Stanley cup champion with over 1000 NHL games, Kirk Maltby. Check out our Sponsors!

TD Ameritrade Network
Chart of the Day: NVDA Downward Triangle

TD Ameritrade Network

Play Episode Listen Later Nov 18, 2025 3:57


Stifel hiked its price target on Nvidia (NVDA) to $250 from $212 ahead of the A.I. chipmaker's highly anticipated earnings event. Ben Watson drops by to examine the chart patterns forming for NVDA. On a shorter-term 5-day chart, he draws a downward triangle formation with a top at $192 and a low at $181. Zooming out to a 1-year chart, Ben adds the 50-day moving average hovering around $192 as a level to monitor after the earnings report. ======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
NVDA Price Target Hike Ahead of Earnings, ORCL Cut, NET Outage

TD Ameritrade Network

Play Episode Listen Later Nov 18, 2025 5:57


Stifel remained bullish on Nvidia (NVDA) with a price target raise and reiterated buy on the stock before Wednesday's earnings. Diane King Hall talks about how the firm has confidence in the company's guidance. Baird kept a buy rating for Oracle (ORCL) but trimmed its price target on the tech giant. Diane also turns to trouble on X and ChatGPT after a Cloudflare (NET) outage knocked both sites offline. ======== 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

TD Ameritrade Network
TSLA Tapped with Price Target Hike, XPEV Slides, GAP Upgrade Before Earnings

TD Ameritrade Network

Play Episode Listen Later Nov 17, 2025 5:55


Stifel upped its price target on Tesla (TSLA) to $508 from $483 on better expectations for the Mag 7 company's autonomous driving runway and earnings growth. Diane King Hall offers a look at the road ahead for Tesla. She also notes an EV competitor in XPeng Inc. (XPEV), where U.S.-based shares fell after the company's guidance disappointed. Diane later notes an upgrade from Barclays on Gap Inc. (GAP) ahead of its earnings on Thursday. ======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

The Mentors Radio Show
451. Financier and Sports Leader Thom Weisel talks about What It Means To Build Things that Last, with Host Tom Loarie

The Mentors Radio Show

Play Episode Listen Later Nov 15, 2025 43:23


In this episode of The Mentors Radio, Host Tom Loarie talks with Thom Weisel, a guest whose influence has not only shaped companies, but also culture. A financier and sports leader, Weisel is both Senior Managing Director and a Director of Stifel, a diversified global wealth management and investment banking company. Previously Thom was Chairman and CEO of Thomas Weisel Partners Group, Inc. and Montgomery Securities, one of Silicon Valley's famed "Four Horsemen". Thom helped build the financial infrastructure that fueled Silicon Valley's explosive rise, often referred to as "Wall Street West". He led the financings behind companies that transformed medicine, semiconductors, and the internet itself. In addition, Weisel was responsible for raising the iconic KLEINER PERKINS' first venture fund. Along the way, he also exercised his leadership skills toward something entirely different and arguably just as consequential: rebuilding the governance and funding models behind U.S. skiing and U.S. cycling—helping save those sports and elevate American athletes on the world stage. Growing up, Weisel was a five-time U.S. National Junior Champion in Speed Skating, ranked Third in the 1959 U.S. Olympic Trials for the 500 meter in Speed Skating. He remained athletically active the rest of his life, including ranking Third overall in the 1982 U.S. National Master Alpine Championship, in '85 he launched the Montgomery Cycling Team, four years later he won 2 Gold Medals in 1989 Cycling Kilo & Sprint in the World Master Games in Finland, the following two years he picked up 5 more Gold Medals and a 6th Gold in World Cup Masters Cycling in Kilo in 1991, the same year he was named Masters Athlete of the Year for U.S. Cycling. In 1999, he received the U.S. Ski Association Julius Blegen Award, its highest honor... his athletic achievements continued and in 2018 he was inducted in the U.S. Ski Hall of Fame.... all while pursuing advanced college degrees and innovative business building and exceptional entrepreneurial leadership. Thom Weisel's is a story of ambition and resilience; of building institutions, losing them, and building again. It's about competition, yes…but it is also about patience, stewardship, and meaning. LISTEN TO the radio broadcast live on iHeart Radio, or to “THE MENTORS RADIO” podcast any time, anywhere, on any podcast platform – subscribe here and don't miss an episode! SHOW NOTES: THOM WEISEL: BIO: https://thomas-weisel.com/ https://en.wikipedia.org/wiki/Thom_Weisel BOOK - In 2003, Richard L. Brandt wrote a biography of Thomas Weisel: Capital Instincts: Life As an Entrepreneur, Financier, and Athlete, by Richard L. Brandt (author), Lance Armstrong (Foreword) and Thomas Weisel (contributor) WEBSITE: https://thomas-weisel.com/ ADDITIONAL IN-DEPTH INTERVIEW: Computer History: Weisel, Thom Oral History - interview

Cam & Strick Podcast
Keith Yandle on the Cam & Strick podcast

Cam & Strick Podcast

Play Episode Listen Later Nov 11, 2025 163:34


On this episode the boys are joined once again by long time NHL defenseman and iron man streak holder for playing 989 consecutive games, Keith Yandle. Check out our Sponsors!

Stifel SightLines Podcast
A Credit Market Check-In: Limited Risks or Systemic Issues?

Stifel SightLines Podcast

Play Episode Listen Later Nov 6, 2025 6:38


In this episode we break down credit cracks—from bank charge-offs to rising consumer delinquencies and private-credit liquidity—what matters, what’s noise, and why this systemic…at least yet. 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.

Potomac Perspective with Brian Gardner

Democrats win big on election night, the Supreme Court tackles the Trump tariffs, and the latest government shutdown becomes the longest in American history. Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro have a recap in this edition 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. ©2025See omnystudio.com/listener for privacy information.

Happy Healthy Caregiver
Collecting Moments of Joy with Brian Stifel

Happy Healthy Caregiver

Play Episode Listen Later Nov 5, 2025 56:58


Brian Stifel cared for his brother and continues to provide care and support for his mom. He is a corporate executive, husband, and proud father of three. In this episode of the Happy Healthy Caregiver podcast, we discuss real-life caregiver challenges, including dating while caregiving, the myth of work-life balance, online safety concerns, and finding joy in each day. Even on tough days, Brian says he can string together a few of these “hot dog moments!” Show notes with product and resource links: http://bit.ly/HHCPod217 Receive the podcast in your email here: http://bit.ly/2G4qvBv Order a copy of Elizabeth's book Just for You: a Daily Self Care Journal: http://bit.ly/HHCjournal For podcast sponsorship opportunities contact Elizabeth: https://happyhealthycaregiver.com/contact-us/ The Happy Healthy Caregiver podcast is part of the Whole Care Network. Rate and Review the podcast: https://bit.ly/HHCPODREVIEW

Cam & Strick Podcast
Kelly Hrudey on The Cam & Strick Podcast

Cam & Strick Podcast

Play Episode Listen Later Nov 4, 2025 161:20


On this episode the boys are joined by former NHL goalie and current sports-net analyst  Kelly Hrudey. Check out our Sponsors!

Stifel SightLines Podcast
The Job Market Is Cooling, Not Collapsing

Stifel SightLines Podcast

Play Episode Listen Later Oct 31, 2025 7:30


In this episode we discuss how the U.S. labor market is cooling — not collapsing. The Fed cut rates again, citing a softening jobs picture, but the data tell a more balanced story. We look at why layoffs at major companies don’t signal crisis, how AI will reshape (not erase) work, and why a post-pandemic equilibrium may finally be taking shape. 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.

Cam & Strick Podcast
Ryan Callahan on The Cam & Strick Podcast

Cam & Strick Podcast

Play Episode Listen Later Oct 29, 2025 162:24


On this episode the boys are joined by Cams former teammates and long time Rangers captain Ryan Callahan. Check out our Sponsors!

Watchdog on Wall Street
How One Wall Street Moron Ripped Off MILLIONS

Watchdog on Wall Street

Play Episode Listen Later Oct 28, 2025 4:45 Transcription Available


LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  A top salesman at Stifel Financial racked up 34 complaints and millions in fraud claims—and somehow stayed in business. In this episode:How a single broker's “structured notes” scam cost clients millionsWhy Wall Street firms protect rainmakers instead of investorsThe dirty truth about how big brokerages treat fraud as a “cost of doing business”What constant job-hopping between Lehman, Citi, Morgan Stanley, and Stifel really meansHow to actually find an advisor who puts your interests firstWall Street keeps rewarding the crooks who bring in cash. Don't be their next victim.

Stifel Investment Strategy Brief Podcast
Investment Strategy Brief | October 2025

Stifel Investment Strategy Brief Podcast

Play Episode Listen Later Oct 24, 2025 15:42


In this episode, we review the potential for a slowdown in the economy towards the end of the year, as well as the market implications and potential for a pullback in this elevated market environment. 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.

CNBC’s “Money Movers”
Stifel & Taylor Morisson CEOs, The Company Powering AI Data Centers, Argentina's Bailout Roadblocks 10/22/25

CNBC’s “Money Movers”

Play Episode Listen Later Oct 22, 2025 42:45


The CEOs of Stifel and Taylor Morrison react to earnings. Stifel gives its outlook for the deal environment, while Taylor Morrison gives on update on rates and the housing market. Then GE Vernova falling after reporting results. How the company is working to power AI data centers. Plus, the latest on a possible U.S. bailout of Argentina and the reaction from the currency markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cam & Strick Podcast
Craig Berube on The Cam & Strick Podcast

Cam & Strick Podcast

Play Episode Listen Later Oct 21, 2025 136:38


On this episode the boys are joined by Stanley cup winning coach and current bench boss in Toronto, Craig Berube. He talks about the pressure in Toronto, changing captains, leaving Saint Louis and more. Check out our Sponsors!

Stifel SightLines Podcast
Third Quarter Earnings: Signs of Trouble or Resilience?

Stifel SightLines Podcast

Play Episode Listen Later Oct 20, 2025 6:53


In this episode, we share early results for the third quarter earnings season showing positive signals so far, but possible cracks in the credit 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.

Cam & Strick Podcast
Minnesota Wild GM Bill Guerin talks Kaprizov contract, Olympics and more

Cam & Strick Podcast

Play Episode Listen Later Oct 15, 2025 148:10


On this episode the boys are joined by the General manager of the Minnesota Wild and the upcoming Olympics team USA. He talks about signing Kaprizov to the biggest contract in history, picking team USA and much more.Check out our Sponsors!

Stifel SightLines Podcast
Don't Wait for the Pullback: Steps to Take in a Resilient Market

Stifel SightLines Podcast

Play Episode Listen Later Oct 10, 2025 13:46


In this episode we discuss the stretched market valuations and ways to prepare for the next pullback. 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.

Cam & Strick Podcast
Kelly Chase & Tony Twist on The Cam & Strick Podcast

Cam & Strick Podcast

Play Episode Listen Later Oct 7, 2025 159:55


On this episode the boys are joined by the 2 biggest shit kickers in Blues history and an absolutely inseparable pair, Tony Twist and Kelly Chase. They get into Chasers battle with cancer, some of their biggest fights and much more.  Check out our Sponsors!

Potomac Perspective with Brian Gardner
The Shutdown Stalemate

Potomac Perspective with Brian Gardner

Play Episode Listen Later Oct 6, 2025 15:01


The latest government shutdown stretches into a second week, with no clear resolution in sight. In the new episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro have the latest on efforts to break the stalemate. Also discussed: Banks get the urge to merge, as the Trump administration’s regulatory reforms kick in Key state & local races take the spotlight as Election Day draws closer 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. ©2025 See omnystudio.com/listener for privacy information.

Stifel SightLines Podcast
What if the Fed Disappoints? Consider the Market Implications

Stifel SightLines Podcast

Play Episode Listen Later Oct 3, 2025 8:05


In this episode we discuss what happens if the Fed cuts less—and more slowly—than markets expect. 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.

Cam & Strick Podcast
David Legwand on The Cam & Strick Podcast

Cam & Strick Podcast

Play Episode Listen Later Sep 30, 2025 162:46


On this episode the boys are joined by the first ever draft pick by the Nashville predators and part owner of the Sarina sting, David Legwand. He gets into early Nashville years, getting Malkin in a tough spot and more. Check out our Sponsors!

Stifel SightLines Podcast
Artificial Intelligence in the Digital Realm: Security and Finance

Stifel SightLines Podcast

Play Episode Listen Later Sep 24, 2025 7:16


In this episode we discuss how AI is reshaping cybersecurity and finance, from faster threat detection to compliance gains. 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.

Potomac Perspective with Brian Gardner
Tik Tok on the Clock!

Potomac Perspective with Brian Gardner

Play Episode Listen Later Sep 24, 2025 20:39


It looks like there’s a deal to control the scroll. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro discuss Tik Tok’s likely fate in the United States. Also covered: New H-1B visa fees leave many in state of confusion Crypto “market structure” bill faces new roadblock Government shutdown looms Former VP Harris recounts unprecedented 107 day campaign 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. ©2025See omnystudio.com/listener for privacy information.

Cam & Strick Podcast
Jim Montgomery on The Cam & Strick Podcast

Cam & Strick Podcast

Play Episode Listen Later Sep 23, 2025 163:42


On this episode the boys are joined by one of the best coaches in the NHL and the newest Blues bench boss, Jim Montgomery. He talks about leaving Boston, changing the culture in Saint Louis and much more. Check out our Sponsors!

Run The Numbers
The Hidden ROI of Generosity: Meghan McKenna on How Human Connection Closes Deals

Run The Numbers

Play Episode Listen Later Sep 22, 2025 50:58


In a world increasingly dominated by software and automation, how vital are human relationships in banking and finance? In this episode, CJ sits down with Meghan McKenna, founder of Females in Finance (FIF) and a seasoned banker with experience at JPMorgan, HSBC, and Stifel, to explore how trusted connections continue to drive success. As a community builder and banker, Meghan has a unique perspective on the intersection of human connection and capital markets. She explains the philosophy behind her community, which is based on generosity and genuine connection rather than a transactional mindset, and how this has become her competitive advantage. The conversation also covers sales as an essential leadership skill, the rise of the modular banking stack, changes in private credit, the evolving ERP landscape, how a personal touch proved invaluable during the SVB crisis, and career lessons Meghan learned along the way.—LINKS:Meghan McKenna on LinkedIn: https://www.linkedin.com/in/meghan-curtin-mckenna-%F0%9F%94%A5-66a5022b/FIF Collective: https://www.fifcollective.comMeghan McKenna email: meghan@fifcollective.coCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: https://www.mostlymetrics.comRELATED EPISODES:Venture Debt for Growth With Ruslan Sergeyev of Hercules Capital — The One Use Case for Venture Debt That Most Founders Never Think About — —TIMESTAMPS:(00:00) Preview and Intro(02:30) Sponsor – RightRev | Navan | Rillet(06:41) Connecting People as a Skill(08:03) Sales as an Essential Leadership Skill(12:07) The Power of In-Person Community & Events(14:39) FIF's Ideal Customer Profile(15:42) Sponsor – Pulley | Brex | Aleph(20:05) The Evolution of the Banking Ecosystem(22:00) Modular Banking Stacks and Fintech Challengers(24:37) The Rise of Private Credit(27:32) Banks Adapting to Companies That Stay Private Longer(30:06) Fintechs vs. Traditional Banks(31:54) Current Trends in AI and ERP in Finance(35:07) Importance of Human Relationships When Software Fails(36:09) Reflecting on the SVB Bank Run & Facing New Risks in Tech(37:59) Building a Personal Brand in Finance(39:42) Community Spirit, Giving Back, & Sharing Your Network(43:25) Meghan's Early Career and Mentors(46:15) Long-Ass Lightning Round: Staying Too Long in a Role(47:49) Advice to Younger Self(48:24) A Memorable Deal & Client Story(50:07) Wrap—SPONSORS:RightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that can give you access to exclusive, proprietary Nasdaq-validated data that reveals what's happening with corporate travel investments. See the Navan Business Travel Index at https://navan.com/bti.Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/run#FemalesInFinance #FinanceLeadership #BankingInnovation #Networking #FinanceCommunity This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

Stifel SightLines Podcast
Artificial Intelligence in Healthcare: Early Results and Future Potential

Stifel SightLines Podcast

Play Episode Listen Later Sep 19, 2025 7:30


In this episode we discuss how AI is already transforming healthcare. From imaging and drug safety to precision medicine and broader access, we explore the opportunities and the guardrails—what’s working today, what may come next, and what investors should watch. 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.

Carlsbad: People, Purpose and Impact
From Catcher to Counselor: Nick McCoy's Journey from Pro Baseball to Financial Planning

Carlsbad: People, Purpose and Impact

Play Episode Listen Later Sep 19, 2025 23:22


In this episode of Carlsbad People, Purpose, and Impact, host Bret Schanzenbach sits down with Nick McCoy, former pro baseball player turned financial advisor at Stifel Financial.Nick shares his journey from Little League in San Diego to being drafted by the New York Yankees, grinding through the minor leagues, and later scouting internationally for the Los Angeles Angels—all while earning his MBA at USC. He reflects on the discipline and resilience sports instilled in him, and how those lessons carry into his current career helping clients navigate financial decisions.Now rooted in Encinitas with his young family, Nick emphasizes the importance of trusted financial guidance—especially for athletes and families managing life transitions. He also highlights Stifel's culture of stability and client-first service, as the firm expands its presence in Carlsbad.This conversation blends stories of sports, business, and life purpose—perfect for anyone navigating big career or financial transitions. Did this episode have a special impact on you? Share how it impacted youCarlsbad Podcast Social Links:LinkedInInstagramFacebookXYouTubeSponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

Biotech Clubhouse
Episode 155 - September 19, 2025

Biotech Clubhouse

Play Episode Listen Later Sep 19, 2025 58:10


On this week's episode, Daphne Zohar, Josh Schimmer, Luba Greenwood and Matt Gline open with a look at overall market sentiment, spotlighting Stifel's bullish report on the biotech sector's nice recovery since April's “liberation day” with the XBI up over 40%, the recent wave of M&A activity, and the Biotech Winter. The co-hosts then highlight recent deals, including Roche's $3.5 billion acquisition of 89Bio and Novartis's $5.7 billion licensing agreement with Monte Rosa Therapeutics. In data news, the group overviews aTyr Pharma's Phase 3 results in pulmonary sarcoidosis, with Matt Gline sharing perspective on the therapeutic area after Roivant's similar fate. Next, long-versus-short dynamics around biotech data readouts are highlighted, along with positive data sets from Areteia and Apollo. Matt also details Roivant's positive Phase 3 results in dermatomyositis. The conversation then turns to big pharma's exodus from the UK, as several companies including Merck, AstraZeneca, and Eli Lilly scale back large investments. The co-hosts explore possible causes for the pullback, such as heavy regulation and tax incentives holding back innovation. Michal Preminger joins the discussion to share her unique insights on UK and US biotech hubs and draws attention to the Massachusetts paradox and the impact on the biopharma industry. *This episode aired on September 19, 2025

Cam & Strick Podcast
Matt Cooke on the Cam and Strick podcast

Cam & Strick Podcast

Play Episode Listen Later Sep 16, 2025 165:39


On this episode the boys are joined by one of the biggest hitters in NHL history and Stanley cup champion, Matt Cooke. He gets into his infamous reputation, some of his most iconic hits, playing with Crosby and much more. Check out our Sponsors!

Stifel SightLines Podcast
Artificial Intelligence as a New Tailwind: Productivity, Power, and Profits

Stifel SightLines Podcast

Play Episode Listen Later Sep 12, 2025 10:11


In this episode, we discuss how investors’ AI optimism will evolve to more defined monitoring for how AI investments translate to profits. 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.

Cam & Strick Podcast
Milan Lucic on The Cam & Strick Podcast

Cam & Strick Podcast

Play Episode Listen Later Sep 9, 2025 191:04


On this episode the boys are joined by one of the toughest players from the 2000s to current day, Milan Lucic. He breaks down his journey back to hockey, playing for Darryl Sutter and much more. Check out our Sponsors!

Potomac Perspective with Brian Gardner
The Building Blocks of a National Housing Emergency

Potomac Perspective with Brian Gardner

Play Episode Listen Later Sep 9, 2025 25:22


The Trump administration is building a case for a national housing emergency. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro discuss what that could mean for the real estate market. Also discussed: The Bureau of Labor Statistics under fire again Comings and goings at the Fed ahead of a crucial meeting on interest rates Tough negotiations around a new crypto “market structure” bill The Senate looks at the “nuclear option” when it comes to confirmations 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. ©2025See omnystudio.com/listener for privacy information.

Scoops with Danny Mac
Wendall Covington of the Community Impact Foundation and Stifel Charity Classic Sunday – Golf with Jay Delsing

Scoops with Danny Mac

Play Episode Listen Later Sep 8, 2025 119:49


"Golf With Jay Delsing" features a visit with Wendall Covington, the Executive Director of the VP Community Impact Foundation. Also, a preview of the final day of the Stifel Charity Classic and the latest news and notes from the world of golf.

Sports on a Sunday Morning
Hour 1 - NASCAR, Stifel Charity Classic, Mizzou's Kevin Coleman Jr., Blues Alex Steen

Sports on a Sunday Morning

Play Episode Listen Later Sep 7, 2025 40:10


It is a very busy weekend of sports, Golf, NASCAR, Cardinals plus Mizzou against KU. Tom is joined by NASCAR drivers Christopher Bell, Austin Cindric and Chase Briscoe talking about the race at WWT Raceway. Mizzou Wide Receiver Kevin Coleman Jr. joins Tom Ackerman to talk about the big win against Kansas and his new bag of chips. Stanley Cup Champion and Blues General Manager in waiting Alex Steen joins the show to talk about the upcoming season and what he likes most about the youth.

Sports on a Sunday Morning
Mozeliak on Cardinals Hall of Fame, Kruszewski on Stifel Classic, Bernie on College Football

Sports on a Sunday Morning

Play Episode Listen Later Sep 7, 2025 39:51


In Hour 2, Tom Ackerman talks with Stifel CEO Ron Kruszewski about the Stifel Charity Classic, its community impact, and the event's future. Cardinals President John Mozeliak joins to reflect on the Hall of Fame inductions of Walt Jocketty and Edgar Renteria, the ceremony honoring Cardinals legends, and the team's current status including Jordan Walker's performance and player injuries. Sports commentator Bernie Miklasz rounds out the hour with analysis of Missouri's win over Kansas, Illinois' win over Duke, Jordan Walker's walk-off hit, and the latest in college football rankings.

Stifel SightLines Podcast
Artificial Intelligence in Focus: Will AI Replace Work – Or Rewire It?

Stifel SightLines Podcast

Play Episode Listen Later Sep 5, 2025 8:32


In this episode we discuss how AI is impacting jobs, with some roles reshaped, others emerging, and still others eliminated, with a big opportunity in the area of reskilling. 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 Barn
Knuckleball Prime Time feat. Jay Delsing | Stifel Charity Classic 2025

The Barn

Play Episode Listen Later Sep 3, 2025 26:48


Send us a textThis week on @Knuckleball Prime Time brought to you as always by The Barn, we're joined by PGA professional, radio host, St. Louis golf ambassador, and now author, Jay Delsing. With the Stifel Charity Classic teeing off this week at Norwood Hills Country Club, Jay gives us an inside look at what makes this event one of St. Louis' premier sports traditions.We dive into Jay's brand-new book You Wouldn't Believe Me If I Told You with a foreword by golf legend Jack Nicklaus, where he shares his journey from growing up in North County and caddying at Norwood as a kid to 25 years on the PGA TOUR. From playing alongside Tiger Woods to flying “Air Nicklaus” and rubbing shoulders with icons like Sean Connery and Steven Spielberg, Jay's stories bring golf history to life.We also break down the unique atmosphere of golf in a baseball and hockey town, what sets Norwood Hills apart, and why St. Louis crowds rival the best in sports. Plus, Jay talks about the tournament's charitable impact, the legends in the field like Ernie Els, Bernhard Langer, David Duval, Stewart Cink and also the O.A.R. concert that make the Classic more than just golf.

Scoops with Danny Mac
Billy Andrade, Ryder Cup and Stifel Charity Classic – Golf with Jay Delsing

Scoops with Danny Mac

Play Episode Listen Later Sep 1, 2025 119:52


"Golf With Jay Delsing" features a visit with Billy Andrade who currently competes on the PGA Champions Tour. Also, the guys will breakdown the US Ryder Cup selections and have a preview of the upcoming Stifel Charity Classic.

Stifel SightLines Podcast
Relating Issues in the Current Environment: Stifel's Geopolitical Risk Dashboard

Stifel SightLines Podcast

Play Episode Listen Later Aug 21, 2025 8:27


In this episode, we explore the key geopolitical risks—from trade and AI to deficits and conflict—and their impact on 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.

Potomac Perspective with Brian Gardner

Deals and ideals take center stage in Washington. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro dive into President Trump’s evolving approach to antitrust at home and peacemaking abroad. 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. ©2025See omnystudio.com/listener for privacy information.

Stifel Investment Strategy Brief Podcast
Investment Strategy Brief | August 2025

Stifel Investment Strategy Brief Podcast

Play Episode Listen Later Aug 18, 2025 11:03


In this episode, we discuss economic/market headwinds, tailwinds, and resulting crosswinds, and how these create risks and opportunities in the current environment. 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 Ryan Kelley Morning After
TMA (8-14-25) Hour 1 - Poseidon's Kiss

The Ryan Kelley Morning After

Play Episode Listen Later Aug 14, 2025 76:27


(00:00-25:40) What a Stifel dossier we have today. Adam Waingwright and Matt Holliday will join us. Kissed by the blue devil. Gareth returns. Bullpen collapses lead to celibacy. Those pesky Rockies did it again. Topless coaches. Marmol talking about the bullpen. Audio of Waino on MLB Network defending his take that the Cardinals can be the third wildcard team. Do the Cardinals have a team pet?(25:48-59:04) Does Martin hate Jackson now? Adam Wainwright joins us. Getting Adam's perspective on the disappointing series loss to the Rockies. A broadcasting perspective. His interaction with opposing fan bases. Playing some Mets fan audio from WFAN for Waino. His thoughts on declining attendance. The possibility of a looming work stoppage. Does he think there will be a 2027 season? Adam's fantasy football league benefiting Big League Impact.(59:14-1:16:18) I guess you don't need health insurance, huh? Some Waino pushback in the text inbox. Salary cap and competitive balance conversation. The bottom five payrolls in MLB. Borderline Imus.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Ryan Kelley Morning After
TMA (8-14-25) Hour 3 - CYC Alums & Spherical Armadillo

The Ryan Kelley Morning After

Play Episode Listen Later Aug 14, 2025 57:31


(00:00-25:40) Cardinal great Matt Holliday joins us. His son Jackson's walk-off winner last night. Feeling pretty good after his surgery. Staying locked into Orioles games. Teaching his son to deal with everything that comes with being a pro athlete. How much did he use scouting and analytics when he played? Does it hurt to snap a bat over your knee? Does he have go-to restaurants in Baltimore? Camden Yards. His thoughts on a possible work stoppage in MLB. Dodging the cutest teammate ever question.(25:48-34:48) Ron Kruszewski of Stifel stops by the studio. The Stifel name all over St. Louis sports. The Stifel Charity Classic coming up next month. The Pro-Ams before the tournament.(34:58-57:21) Victor Scott aka Argo dropped a new album. Which team has more pressure on them, Mets or Yankees? Should we do the show from Sydney? Mt. Rushmore of movies set in Oklahoma. Charlie Marlow dropfest. Brain eating amoebas in LOTO. Kevin Demoff: Professional Liar.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Dave Glover Show
Stifel President Ron Kruszewski talks the Stifel Charity Classic Golf Tournament

The Dave Glover Show

Play Episode Listen Later Aug 14, 2025 9:26


Stifel President Ron Kruszewski talks the Stifel Charity Classic Golf Tournament full 566 Thu, 14 Aug 2025 19:14:15 +0000 1LBG8FZbQifuq9YkWWFQixtfOjmGic2r comedy,religion & spirituality,society & culture,news,government The Dave Glover Show comedy,religion & spirituality,society & culture,news,government Stifel President Ron Kruszewski talks the Stifel Charity Classic Golf Tournament The Dave Glover Show has been driving St. Louis home for over 20 years. Unafraid to discuss virtually any topic, you'll hear Dave and crew's unique perspective on current events, news and politics, and anything and everything in between. © 2025 Audacy, Inc. Comedy Religion & Spirituality Society & Culture News Government False https://play

The Dave Glover Show
Having a weird week, Analyzing our personal vs. professional lives, and the Stifel Charity Classic!- h1

The Dave Glover Show

Play Episode Listen Later Aug 14, 2025 37:18


Having a weird week, Analyzing our personal vs. professional lives, and the Stifel Charity Classic!- h1 full 2238 Thu, 14 Aug 2025 19:16:30 +0000 g7l8LbdJBZkCEmNbqABER90BPWfyAA9x comedy,religion & spirituality,society & culture,news,government The Dave Glover Show comedy,religion & spirituality,society & culture,news,government Having a weird week, Analyzing our personal vs. professional lives, and the Stifel Charity Classic!- h1 The Dave Glover Show has been driving St. Louis home for over 20 years. Unafraid to discuss virtually any topic, you'll hear Dave and crew's unique perspective on current events, news and politics, and anything and everything in between. © 2025 Audacy, Inc. Comedy Religion & Spirituality Society & Culture News Government False

Stifel SightLines Podcast
Navigating Crosswinds: The Struggle Between Risk and Resilience

Stifel SightLines Podcast

Play Episode Listen Later Aug 7, 2025 9:32


In this episode we discuss the headwinds and tailwinds shaping today’s markets — from tariff uncertainty and slowing growth to AI optimism and strong profit forecasts. 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.

Main Street Banking: A Podcast for Community Bankers
Main Street Banking Economic Update (August 1, 2025)

Main Street Banking: A Podcast for Community Bankers

Play Episode Listen Later Aug 1, 2025 14:43


With all the news this week, time to bring on Jim Reber, CEO of ICBA Securities. Be sure you sign up for Stifel's Quarterly Strategy Webinar for Banks at https://stifel.zoom.us/webinar/register/WN_Rk2fDcs1Q2iNsWFfT7iF6A#/registration