Podcasts about Stifel

This week on Sight|Lines, we revisit the Fed’s dual mandate – employment and inflation – in the context of recent data. With labor markets holding firm and inflation cooling, is the Fed ready to cut rates? We break down key indicators and preview what to expect at next week’s FOMC meeting. 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 discuss geopolitcal tensions, like the Israel strikes on Iran, as well as continued policy uncertainty in DC, then turn to implications on the economy and markets. 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.

This week on Sight|Lines, we revisit the Fed’s dual mandate – employment and inflation – in the context of recent data. With labor markets holding firm and inflation cooling, is the Fed ready to cut rates? We break down key indicators and preview what to expect at next week’s FOMC meeting. 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 discuss how industry leaders are expressing concerns about our Fiscal Trajectory, the political dynamics at play, and the implications for individual investors when the problem comes to a head in the future. 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 President Trump’s “big, beautiful bill” losing momentum in Congress? In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro have the latest on taxes, tariffs, and a possible tamp down of regulatory policy. 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.

Truist sees one exciting area of Alphabet's business that's getting zero attention or credit. He'll tell us what it is, and why he sees the stock climbing 20% from here. Plus, Stifel's CEO is cautious heading into the second half of the year but expects a lighter regulatory touch to boost the market. And Elon Musk is not pulling punches in his latest post about President Trump's spending bill. We have the headlines from the White House.

Podcast: Nexus: A Claroty Podcast (LS 32 · TOP 5% what is this?)Episode: Megan Stifel on the Impact of the Ransomware Task ForcePub date: 2025-05-28Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationMegan Stifel, Chief Strategy Officer for the Institute for Security and Technology, joins the Nexus Podcast to discuss the four years of progress and challenges experienced by the Ransomware Task Force. The RTF was created days before the Colonial Pipeline ransomware incident and in a landmark report, laid out 48 recommendations to the industry that included a framework for critical infrastructure organizations that could help deter and disrupt the operations of ransomware gangs. Stifel covers the growth of the task force and which the of the 48 recommendations have been tackled and which remain. Listen and subscribe to the Nexus Podcast on your favorite platform.The podcast and artwork embedded on this page are from Claroty, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

In this episode, we unpack the positive first quarter earnings season and identify potential headwinds 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.

Megan Stifel, Chief Strategy Officer for the Institute for Security and Technology, joins the Nexus Podcast to discuss the four years of progress and challenges experienced by the Ransomware Task Force. The RTF was created days before the Colonial Pipeline ransomware incident and in a landmark report, laid out 48 recommendations to the industry that included a framework for critical infrastructure organizations that could help deter and disrupt the operations of ransomware gangs. Stifel covers the growth of the task force and which the of the 48 recommendations have been tackled and which remain. Listen and subscribe to the Nexus Podcast on your favorite platform.

In this episode, we discuss the continued Washington D.C. policy tensions and the effects of the related uncertainty on the economy and the markets. 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 discuss the short, medium, and long-term implications of Moody’s downgrade of US debt. 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.

Carl Quintanilla, Sara Eisen, and Michael Santoli broke down the latest for stocks amid a slew of headlines out of Washington and Big Tech. President Trump speaking to House Republicans this morning to garner support for his “Big Beautiful Bill” – with particularly strong words around Medicare… More with one policy analyst warning: strap in for a bumpy ride. Plus: the implications for stocks with Stifel's Chief Equity Strategist - who's forecasting a lower S&P by year-end.  Meanwhile, Tesla shares gaining after new comments from CEO Elon Musk around political donations. The team broke it all down – in addition to headlines out of 2 other Mag-7 names: Google, kicking off their annual developers conference, and reports Amazon is might launch a “foldable phone”… In addition to fresh consumer commentary: from Home Depot's promise not to raise prices to what Sara's hearing on the ground at CNBC's CEO Council Summit. Squawk on the Street Disclaimer

In this episode, I share some helpful learnings from discussions I had with industry leaders at Stifel’s Blueprint conference, including insights on the economy, the markets, and industry innovation. 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.

This episode explores how negative headlines may be dampening investor confidence and economic momentum — and why underlying data and potential policy shifts suggest room for optimism. 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.

President Trump’s “big, beautiful bill” takes shape, as Congress prepares to consider proposed tax breaks and spending cuts. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro discuss the latest from Capitol Hill, including a possible crack in the Senate’s bipartisan crypto coalition. 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.

This week's "Golf With Jay Delsing" features all aspects of Norwood Hills CC. The guests will include GM/COO of Norwood Hills, Dane McLaird and their Director of Instruction, Rick Ewing. Also, the show will talk it over with Alonzo Byrd from the Stifel Charity Classic.

In this episode, we review the first 100 days of the second Trump administration: actions, increased uncertainty, and some economic and market data. 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.

Quand on pense à une startup à succès, on imagine une IPO spectaculaire ou un rachat retentissant. Mais il existe une voie plus discrète — et tout aussi stratégique : celle du marché secondaire. Et c'est précisément là que David Laroque entre en jeu. Ancien banquier en levée de fonds et M&A, David est aujourd'hui l'un des grands spécialistes français du VC secondary chez Bryan Garnier, désormais intégré au groupe Stifel. Son métier ? Permettre aux premiers investisseurs, aux fondateurs, voire à des fonds entiers… de sortir au bon moment. Il a vu passer les plus belles scale-ups européennes : Klarna, Backmarket, Algolia, Revolut… Et dans l'ombre, il sait évaluer ces parts mieux que quiconque… et trouver les acheteurs capables d'en révéler toute la valeur. Dans cette interview Voix de la Finance, on plonge dans les coulisses du venture capital secondaire : ses deals les plus marquants, et comment il parvient à créer de la liquidité — qu'il s'agisse d'opérations LP-led, GP-led ou Company-led.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

A loaded earnings day meets fresh tariff commentary and broader macro uncertainty. Paul Hickey of Bespoke helps break down the market action. Key earnings include Visa, Starbucks, Booking Holdings, Caesars, Seagate, First Solar, and Snap. Stephen Miran, Chairman of the Council of Economic Advisers, weighs in on the evolving trade backdrop and the latest deal talks. Guggenheim's Gregory Francfort breaks down Starbucks, and Stifel's Mark Kelley offers insight into Snap's results and ad spend trends.Charles Schwab's Liz Ann Sonders joins to lay out the macro setup and the setup during the busiest week of earnings. Plus, Super Micro slides on weak preliminary results. 

In this episode, we further explore how the current equity market environment isn’t that unusual, and that, as long-term investors, we should expect market weakness from time to 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.

In this episode, we discuss how we’re watching for the uncertainty in the current environment to fade, including a focus on how recent equity market behavior compares to history. 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 unpack the effect of tariffs and policy uncertainty on the stock market and interest rates. 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.

First tariffs, next taxes? In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro discuss what's shaping up to be the next great debate in Washington. 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.

In this week’s episode, we review Trump's tariff pause and keen focus on U.S. China Competition. 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 unpack the new trade policy, the potential economic disruptions, and the implications for investors. 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.

President Trump declares “Liberation Day” in America, imposing sweeping tariffs on the nation’s top trading partners. In a special edition of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner welcomes Summit Global Strategies President and former Congressional and Treasury Department staffer Christopher Smith to the podcast for a discussion on President Trump’s plan to restructure the global economy. 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.

Tom White takes a look at a trio of pre-market movers ahead of Monday's open. Kla Corp. (KLAC) catches an upgrade from Morgan Stanley to begin the week. Apple (AAPL) continues to face anti-trust hurdles in the E.U. And, Tesla (TSLA) gets a price target cut from Stifel.======== 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

Diane King Hall turns to a pair of price target cuts in Mag 7 giants as the market sells off. Stifel cut its price target on Tesla (TSLA) over reduced near-term delivery forecasts and plunging favorability from its user base. Wells Fargo points to bearish investor sentiment for its target cut on Alphabet (GOOGL). On a positive note, Morgan Stanley upgraded KLA Corp. (KLAC) after noting a "rich catalyst path" for the company.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode, we discuss some key areas of change in D.C. policy and the corresponding economic and market implications. 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.

Another pause from the Fed when it comes to rates – alongside fresh commentary from Chair Jerome Powell: David Faber, Sara Eisen, and Michael Santoli discussed the latest for stocks top of the hour, including the Fed's new economic projections around inflation and GDP. Plus, Stifel's Chief Equity Strategist broke down what he's calling a temporary “Relief Rally” for markets – ahead of a possible slowdown into year-end – and Accenture CEO Julie Sweet talked enterprise demand for AI after new quarterly results from the company. Also in focus: Tesla on pace to add to its longest weekly losing streak ever, the 2 things Wedbush says CEO Elon Musk needs to do to get the stock back on track… A breakdown of headlines that the Boston Celtics have been sold for $6B+… And the Street's bull case for AI stocks – along with some key names to watch here. Squawk on the Street Disclaimer

In this episode, we unpack the results of the March 2025 Fed meeting against the backdrop of policy changes in Washington D.C. 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.

President Trump has fired both Democratic Commissioners of the Federal Trade Commission as he attempts to exert more influence over independent federal agencies. In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro discuss the motives behind this move, and whether similar action could be taken at the Federal Reserve. 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.

Mike Baudendistel and Joe Lynch discuss the CPG supply chain. Mike is the Head of Intermodal Solutions at SONAR, the leading freight market analytics tool and dashboard, aggregating billions of data points from hundreds of sources to provide the fastest data in the transportation and logistics sector. About Mike Baudendistel Mike Baudendistel is the Head of Intermodal Solutions at SONAR, assisting with product design and supporting current and prospective data product customers. In addition, he is the showrunner for The Stockout, video podcast which focuses on CPG and retail logistics. Prior to FreightWaves, Mike covered transportation and equipment as a sell-side equity research analyst at Stifel. At Stifel, he had primary coverage of the railroad, rail equipment, and truck equipment sectors. His experience also touched the truckload the domestic marine sectors. He is a CFA Charterholder and is based in Dallas. About SONAR SONAR is dedicated to helping businesses understand and navigate the global supply chain. Our mission is to bring market intelligence and transparency to all parts of the ecosystem to yield better decision-making and performance. SONAR provides high-frequency data and visibility into the freight marketplace — at local, state, national and global levels. SONAR's price, demand and capacity data spans across all modes to allow logistics leaders to benchmark, analyze, monitor and forecast the global physical economy. About FreightWaves FreightWaves is the leading freight intelligence provider, offering current digital intelligence and context to the freight community on a central platform. FreightWaves' SaaS product, SONAR, is the leading freight market analytics tool and dashboard, aggregating billions of data points from hundreds of sources to provide the fastest data in the transportation and logistics sector.  FreightWaves.com, the company's news site, is the leading provider of news and commentary for the transportation and logistics space. FreightWaves also hosts conferences under Transparency and MarketWaves branding and is a co-developer of the first futures contracts dedicated to trucking spot rates. Key Takeaways: The CPG Supply Chain The CPG (Consumer Packaged Goods) industry produces everyday items that consumers frequently buy and quickly use, like food, beverages, and household products. Some of the larger CPG companies are: Nestlé: A global leader in food and beverage products. Procter & Gamble (P&G): Dominates the household and personal care sector. PepsiCo: A major player in both beverages and snack foods. Coca-Cola: A globally recognized beverage company. Unilever: Offers a wide range of food, home care, and personal care products. Johnson & Johnson: While having large pharmaceutical divisions, they also have a very large presence in consumer health products. Colgate-Palmolive: Leading in oral care, personal care, and home care. SONAR is a high-frequency data and analytics platform that provides real-time insights into the freight market, helping businesses make informed decisions regarding supply chain management. SONAR's NTI offers a seven-day moving average of spot rates in the U.S. for-hire, over-the-road dry van trucking market, serving as a transparent benchmark for freight pricing and market trends. The platform delivers extensive data across various transportation modes, including truckload, less-than-truckload, intermodal, and ocean freight, enabling users to monitor supply and demand dynamics effectively. FreightWaves is acknowledged as a leading source of freight market intelligence, having been featured in the FreightTech 25 list, which highlights the most innovative and impactful technology solutions in the freight industry. Learn More About The CPG Supply Chain Mike Baudendistel FreightWaves | LinkedIn FreightWaves FreightWaves Events The Stockout SONAR Top 100 Consumer Goods Companies of 2024 | Consumer Goods Technology What's Up with Dooner What Does FreightWaves Do with Dooner The Air Freight Market with Eric Kulisch Understanding Freightonomics with Anthony Smith The Bloomberg of Freight with Mary O'Connell The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube  

In this episode, we discuss how Animal Spirits are fading over worries around uncertainty, and how the “hard” and “soft” data may be showing that fundamentals are holding up. 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, give the worries about geopolitics and tariffs, we unpack some negative data signaling a possible economic slowdown, but turn as well to the positive data that reinforce our view for slowing but positive economic growth 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.

President Trump faces Congress in his first major address since returning to the White House. In the latest edition of the Potomac Perspective podcast, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro review some of the economic and tax proposals highlighted in the President’s speech and handicap the chances these ideas will eventually become law. 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.

(7:05am) Susie Moore from RedState talks about the Supreme Court ruling on foreign aid through USAID and also on the hostage situation in Gaza. Susie's Supreme Court report here: https://redstate.com/smoosieq/2025/03/05/breaking-supreme-court-rules-on-trump-administrations-application-for-stay-in-usaid-funding-case-n2186297 Also here: https://redstate.com/smoosieq/2025/03/05/breaking-supreme-court-rules-on-trump-administrations-application-for-stay-in-usaid-funding-case-n2186297 Her report on the hostage situation: https://redstate.com/smoosieq/2025/03/05/shalom-hamas-trump-issues-a-stark-warning-to-hamas-demanding-return-of-hostages-n2186330 Also here: https://redstate.com/smoosieq/2025/03/05/you-were-our-hopeand-now-youre-their-hope-hostages-released-from-gaza-meet-with-trump-n2186326 Be sure to listen to this weekend's edition of RedState Radio with Susie on NewsTalkSTL on Sunday at 4pm. More from Susie here: https://redstate.com/author/smoosieq (https://redstate.com/) (@SmoosieQ) (7:20am) Elon Musk suggests privatizing U.S. Postal Service & Amtrak due to their continual financial losses. (7:35am) Eric Robert, Director/Investments with Clear Path Wealth Management Group at Stifel, talks about the skittish markets these days, the changing economy, and what investors should watch for in the coming months. (https://www.clearpathinvesting.com/) (https://www.clearpathinvesting.com/about/) (https://www.stifel.com/fa/eric-robert-aif-cfp) (7:50am) We discuss scientists wanting to bring back woolly mammoths!Download the NewsTalkSTL app from your app store and listen anytime, anywhere! NewsTalkSTL website: https://newstalkstl.com/ Rumble: https://rumble.com/c/NewsTalkSTL Twitter/X: https://twitter.com/NewstalkSTL Facebook: https://www.facebook.com/NewsTalkSTL Livestream 24/7: bit.ly/NEWSTALKSTLSTREAMSSee omnystudio.com/listener for privacy information.

In this episode, we look through the media noise to the data to help us understand how our modestly positive “base case” may unfold in 2025. 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.

Stifel's Brian Gardner discusses whether the breakneck speed of President Trump and Elon Musk's takedown of the federal government is losing support in the financial markets.  Plus, Warren Buffett sounds a warning for U.S. investors in his latest shareholder letter, we break that down with Bleakley Financial's Peter Boockvar and Smead Capital's Cole Smead.  And, Chantico Global's Gina Sanchez says there's gains to be reaped from the election outcome in Germany.

In this episode, we dig into how pro-business policies from the incoming Trump administration has helped shape our bull-case scenario for the year. 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.

More tough talk on trade, as President Trump suggests sector-specific tariffs could be on the table. In the latest edition of the Potomac Perspective podcast, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro look at what industries could be targeted. Also discussed: the outlook for M&A and tax policy. 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.

In this episode, we provide an update on how the economic and market environments are reacting to changes in Washington D.C., making some investors pessimistic and others optimistic about the future. 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.comSee omnystudio.com/listener for privacy information.

Carl Quintanilla, Seema Mody, and Michael Santoli discussed the latest for stocks as the S&P and Nasdaq sit inches from new all-time highs. To kick off the hour: NAHB housing data, the latest from the White House, and why Stifel's Chief Economist is warning of a 10% sell-off ahead. Plus, one Former Commerce Secretary's take on tariffs, Trump, DOGE... And a read from the ground in Beijing as President Xi Jinping tries to reboot relations with the country's private sector.  A number of market movers also in focus: Broadcom & Taiwan Semi eye a deal for Intel; the latest on a new Delta Airlines crash; Conagra's guidance cut; what's driving Meta's record rally; and a look at Musk's newest iteration of 'Grok' Squawk on the Street Disclaimer

In this episode we discuss possible paths if our bear case scenario unfolds in 2025. 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, co-hosts Elliot Turner and John Mihaljevic welcome Tom Morgan, founder of The Leading Edge, a network for personal evolution. Tom helps us understand the brain and how we think; where curiosity comes from and how it manifests; why love-organized systems are superior; and how these insights can make us better investors (though that's not necessarily the point!). Tom is a former Wall Street Managing Director (Bank of America, Merrill Lynch, Stifel and Consumer Edge). He holds a first class degree in philosophy, politics and economics from Oxford University. Enjoy the conversation! Follow Tom at https://x.com/tomowenmorgan Access The Leading Edge at https://www.theleading-edge.org/   The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

It's been a long week this week with a ton of economic news....and you know us, when there's a news cycle like this, we bring on Jim Reber from ICBA Securities to give us a good comprehensive overview of what's going on. In the episode, he mentioned the webinar next week on Bank Strategy from Stifel. Register for that at https://stifel.zoom.us/webinar/register/WN_AxI4Bj-BRR62NjbUfxrneQ#/registration And to learn more about ICBA Securities, check them out at https://www.icba.org/icba-securities

In this epsiode, we explore how the launch of a DeepSeek, a new reasoning model from a Chinese company, has shaken some assumptions in the world of artificial intelligence. With this being an example of US-China competition, we also summarize our outlook article Crossroads: Four Ways Forward. Links to our outlook content: report, video, webinar. 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 discuss our article The World in 2035: From Vision to Value which shares 10 transformative ideas that we may experience over the next decade that are anchored in our long-term themes. 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.

Jose Rasco of HSBC and Jim Paulsen of Paulsen Perspectives break down market dynamics. Jared Holz of Mizuho delves into the intersection of GLP-1 drugs and Medicare, while Mike Santoli provides actionable takeaways with his dashboards.David Joyce from Seaport Research Partners analyzes Netflix's latest moves, and Pramol Dhawan of PIMCO shares his expertise on emerging markets and India's growth story. Luis Von Ahn, CEO of Duolingo, on the uptick in users learning Mandarin as TikTok ban looms, and Stifel's Brian Gardner wraps up the hour with a look at Trump trade policies. 

This episode features "The Slide" written by Oliver Stifel. Published in the November 2024 issue of Clarkesworld Magazine and read by Kate Baker. The text version of this story can be found at: https://clarkesworldmagazine.com/stifel_11_24 Support us on Patreon at https://www.patreon.com/join/clarkesworld?