Podcasts about Stifel

On this episode the boys are joined by one of the best broadcasters in the game of hockey, Ray Ferraro. Check out our Sponsors!

In this episode, we look at why Fed officials are split heading into the final meeting of 2025, how the labor and inflation data shape that debate, and why markets now lean toward a quarter-point cut. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

On this episode the boys are joined by Jordin Tootoo, he breaks down his personal struggles and entertaining hockey career. Check out our Sponsors!

December is shaping up as a busy month in Washington, as Congress races to enact “must pass” legislation before year end. Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro examine what’s at stake. Also discussed: President Trump closes in on a new Fed Chairman and all eyes on Tennessee, where a special election could signal implications for the 2026 midterms. 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 warns of a market pullback over the next several months. Why they think the S&P 500 can fall to 6,350. Then a former OpenAI Exec. weighs in on competition concerns from Google. Plus, Microsoft pushes back on a report they are lowering AI software sales targets. And the CEO of Williams, which handles a third of all natural gas in the U.S., breaks down how AI is impacting prices heading into an already cold winter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As a self-regulatory organization, engagement with member firms is vital to FINRA's success. On this episode, we highlight engagement opportunities, provide insight into how FINRA is listening and taking action on what we're hearing, and encourage even more listeners to get actively involved in FINRA's outreach.FINRA Senior Vice President Kayte Toczylowski is joined by two current FINRA regional committee members: Serving on FINRA's Midwest regional committee, Margaret Dubil, Director of Surveillance for Stifel, Nicolaus & Company, and Stifel Independent Advisors; and serving on the New York regional committee, Peter Garcia, Head of Business Development and Controls at Rabobank and Officer of Rabo Securities USA, Rabobank's U.S. broker- dealer. The two provide firsthand experience on engaging with FINRA.Resources mentioned in this episode:FINRA ForwardFINRA Crypto and Blockchain Education ProgramBlog Post: FINRA Forward's Rule Modernization—An UpdateBlog Post: FINRA Forward Initiatives to Support Members, Markets and the Investors They ServeFINRA Conferences and Events2025 Involvement and Election Process OverviewFINRA Engagement PortalFINRA Advisory Committees Find us: LinkedIn / X / YouTube / Facebook / Instagram / E-mailSubscribe to our show on Apple Podcasts, Google Play and by RSS.

On this episode the boys are joined by former 1st overall pick and calder trophy winner Bryan Berard. Check out our Sponsors!

George Tsilis jumps on to Opening Bell to look at Autodesk's (ADSK) premarket surge after earnings. The company's CEO says long-term growth is due to steady A.I. demand, prompting the company to raise its revenue outlook. Meanwhile, Workday (WDAY) shares were going the opposite direction after it topped earnings estimates in its 3Q report. George points to several analyst moves including multiple price target cuts from Stifel, RBC, Bernstein and TD Cowen. ======== 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 drivers of the recent pullback in the equity markets and our views looking forward. 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 powerful reshoring and nearshoring trend reshaping U.S. industry, the surge in long-term capital investment, and why the reindustrialization of America may be a durable economic tailwind for years to come. 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.

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.

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

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

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

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

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

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!

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.

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.

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

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

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.

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

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.

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.

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.

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!

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.

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!

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.

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!

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.

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.

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!

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.

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.

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!

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

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.

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

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!

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.

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!

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.

"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.

"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.

(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.

(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.

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

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