Podcasts about Supply

In this Ask Monument Anything episode, we're answering real questions from listeners of the show. From a question about Michael Burry's bold predictions and why they continue to draw attention, to a discussion of Bitcoin's unusual performance in 2025 and the renewed curiosity around gold as a potential safe-haven asset, the conversation then shifts to private credit's emerging role inside 401(k) target-date funds.   Key takeaways: • The patterns that show up again and again when attention-grabbing forecasts circulate • Forces that pushed Bitcoin into an unexpected direction this year • A renewed focus on gold as investors look for steadier ground • Some new considerations for retirement savers as private credit enters target-date funds • Shifts in interest rates that reshape valuations and private-market activity • Context that helps separate meaningful insight from fast-moving headlines   Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights:   0:00 – Your Questions Answered in This Episode 2:58 – The Michael Burry Obsession and Timing Challenges 10:20 – Consistency Over Hero Trades 12:40 – Bitcoin's 2025 Divergence and Crypto Volatility 20:10 – Supply, Demand, and the Case for "Own It or Don't" 23:15 – Private Credit in 401(k)s: Fees, Liquidity, and Hidden Risks 34:05 – Bonus Question: Rate Cuts and Private Equity Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   About "Off the Wall":    Markets are noisy. Your time is limited. Off The Wall cuts through the clutter. Hosts Dave Armstrong, CFA and Nate Tonsager, CIPM bring you straightforward, candid insights about what's really moving markets and why it matters for successful investors. From economic shifts to portfolio positioning, we break down the complexities so you can invest with intention and stay grounded when headlines and life feels chaotic.   Learn more about our hosts on our website at https://monumentwealthmanagement.com 

Most school owners aren't losing money because of one major expense.They're losing money in the quiet places—the small operational habits, the unspoken “just this once” purchases, and the daily micro-decisions no one sees.These are money leaks—and they drain profit, capacity, and emotional bandwidth far more than leaders realize.In this episode, Chanie shares a short but powerful clip from HQ member Nikki, who took the Money Leaks Diagnostic and used one simple rhythm—not an overhaul—to cut her supply costs by 50% in 90 days.But the deeper transformation is even more important:She stopped carrying the financial stress alone.Her team stepped into real ownership.Her assistant director found confidence she hadn't trusted in herself for years.And the entire school strengthened its financial gear.This episode is a reminder that financial health is deeply connected to culture, leadership, and operational rhythms—not just spreadsheets.If you want a school that runs with more clarity, less reactivity, and stronger team buy-in, this conversation will open your eyes to what's possible.What You'll Learn in This EpisodeWhy most schools lose money through leaks, not large expensesHow simple rhythms—not complex systems—create predictable financial stabilityThe connection between financial health and team cultureHow to establish a supply baseline that restores clarity and reduces wasteWhy teachers and support staff play a role in every single gear, including financialsHow ownership develops when leaders stop holding everything aloneThe emotional relief that comes from shifting financial responsibility from “me” to “we”Key Insights for School Leaders1. Money leaks are leadership problems, not budgeting problems. They're symptoms of unclear rhythms, inconsistent expectations, and leaders carrying operational details alone.2. Stability is built through small, predictable systems. Not dramatic overhauls—just rhythms your team can trust and repeat.3. Every team member influences your financial gear. When teachers understand usage, they naturally make different decisions.4. Ownership grows when leaders step back. Nikki's story shows how powerful it is when a leader stops rescuing and starts equipping.Memorable Quotes“Most leaders don't need more money. They need fewer leaks.”“You don't fix financial stress by working harder—you fix it by installing a rhythm that everyone can follow.”“Every person in your building is part of every gear. Financial health is a team sport.”“Relief doesn't come from overhauling your school. It comes from sharing the weight.”Why This Matters for Your SchoolA school with constant money leaks will always feel behind—financially, emotionally, and operationally. When you strengthen this gear:✓ Your team takes more ownership✓ Your spending becomes predictable✓ Your systems stabilize✓ Your culture strengthens✓ Your leadership becomes lighterThis isn't about cutting corners.It's about aligning your people, your systems, and your rhythms so your school can breathe again.Take the Next StepIf you want to identify your biggest leaks and begin plugging them immediately:Take the Money Leaks Diagnostic schoolsofexcellence.com/moneyleaksThis diagnostic will show you exactly where money is slipping through the cracks — and give you a clear starting point for strengthening your school's financial

Send me a messageFreight is one of the biggest sources of supply chain emissions — so why is it still treated as an afterthought?In this episode of the Resilient Supply Chain Podcast, I'm joined by Jared Spude, Vice President of Enterprise Solutions at Breakthrough, to unpack why freight has become sustainability's blind spot — and why that's now a resilience risk no supply chain leader can ignore.Jared has spent over a decade working at the intersection of freight, fuel, and sustainability, helping shippers move beyond siloed decisions and into data-driven trade-offs between cost, service, and carbon. And the timing matters. Cost pressure is back. Regulation is shifting. Tariff volatility is creating decision paralysis. Yet freight remains one of the fastest ways to cut emissions without breaking the bank.In our conversation, you'll hear how empty miles alone account for a startling share of freight emissions — and why fixing them is harder than it looks. We break down why rail and intermodal are still massively underused, even with up to 70% emissions reductions on the table. And you might be surprised to learn that many companies are already paying for cleaner freight today… they're just not measuring it, or taking credit for it.We also dig into Scope 3, why ton-mile accounting can mislead growing businesses, and how the most resilient shippers are using data, visibility, and long-term carrier partnerships to make sustainability a business decision, not a side project. No silver bullets. Just stackable wins that add up.

Good day ladies and gentlemen, this is IRC news, I am Joy Stephen, a certified Canadian Immigration practitioner, and I bring to you this Federal News Bulletin from CIC news release. This recording originates from the Polinsys studios in Cambridge, Ontario.News release December 8, 2025—Toronto—In support of the Budget 2025 commitment to fill critical labour gaps with high-skilled talent, the Honourable Lena Metlege Diab, Minister of Immigration, Refugees and Citizenship, and Maggie Chi, Parliamentary Secretary to the Minister of Health, today announced new measures to support Canada's health care system by making the path to permanent residence simpler for international doctors.  As part of these measures, Immigration, Refugees and Citizenship Canada (IRCC) will create a new Express Entry category for international doctors with at least one year of Canadian work experience in an eligible occupation, gained within the last three years. These doctors are already working in Canada on a temporary basis, helping patients and contributing to our health care system. We're giving these doctors a clear pathway to permanent residence in Canada to fill critical health workforce gaps, while helping support reliable care and a stable health system for Canadians. Invitations to apply for the new Express Entry category will be issued in early 2026.  The Government of Canada will reserve 5,000 federal admission spaces for provinces and territories to nominate licensed doctors with job offers. These spaces are in addition to the annual Provincial Nominee Program allocations. Doctors who are nominated will receive expedited 14-day work permit processing, allowing them to work while awaiting permanent residence.  These measures also support our broader International Talent Attraction Strategy, which aims to strengthen the jobs and industries that drive our economy and communities, while helping restore balance and long-term sustainability in our immigration system.   | You can always access past news from the Canadian Federal Government by visiting this link: https://myar.me/tag/fed/. Furthermore, if you are interested in gaining comprehensive insights into the Provincial Express Entry Federal pool Canadian Permanent Residence Program or other Canadian Federal or Provincial Immigration programs, or if you require guidance after your selection, we cordially invite you to connect with us through https://myar.me/c. We highly recommend participating in our complimentary Zoom resource meetings, which take place every Thursday. We kindly request you to carefully review the available resources. Should any questions arise, our team of Canadian Authorized Representatives is readily available to address your concerns during the weekly AR's Q&A session held on Fridays. You can find the details for both of these meetings at https://myar.me/zoom. Our dedicated team is committed to providinSupport the show

Send us your feedback — we're listeningHebrews 13:3 — Morning Prayer for Strength, Protection and Endurance for Believers in Eritrea, India, Somalia and Myanmar. From London to Asmara, from New Delhi to Mogadishu, from Yangon to Nairobi — recorded live here in London, England — a global 9 A.M. prayer within the DailyPrayer.uk 24-Hour Devotional Cycle. Scripture (NIV) Hebrews 13:3 — “Continue to remember those in prison as if you were together with them in prison…” Psalm 27:1 — “The Lord is my light and my salvation—whom shall I fear?” Intro  Each morning, global searches rise for prayer over persecuted believers. Today, Eritrea, India, Somalia and Myanmar show the highest pressure indicators. Hebrews 13:3 remains one of the world's most-accessed scriptures for courage and endurance under persecution. Prayer  Father, today we lift the persecuted church in Eritrea, India, Somalia and Myanmar. Strengthen believers who worship in secret, who face intimidation, discrimination or violence for their faith. Protect underground churches, shield pastors and guard families living under constant pressure. Bring courage where there is fear, healing where there is injury and hope where darkness feels overwhelming. Supply food, shelter and safety, and surround every gathering with Your presence. Give endurance to the weary, wisdom to leaders and supernatural peace to all who stand firm for Christ in these lands. Prayer Points prayer for persecuted church, prayer for protection, prayer for courage, prayer for underground believers, prayer for endurance, prayer for hope, prayer for strength Life Application  Speak Hebrews 13:3 today, remembering persecuted believers and standing with them in faith, compassion and prayer. Declaration I declare that God strengthens, protects and upholds His persecuted church today. Call to Action Share this prayer and visit DailyPrayer.uk for global devotional resources. 24-Hour Arc ConnectorPrevious: 5 A.M. — Healing for Family CalmThis Episode: 9 A.M. — Persecuted ChurchNext: 12 P.M. — Healing for Grief: The Empty Chair at Christmashebrews 13:3 prayer, persecuted church prayer, eritria india somalia myanmar prayer, underground church courage, reverend ben cooper, dailyprayer.uk, global prayer podcastSupport the showFor more inspiring content, visit RBChristianRadio.net — your home for daily devotionals, global prayer, and biblical encouragement for every season of life. We invite you to connect with our dedicated prayer hub at DailyPrayer.uk — a place where believers from every nation unite in prayer around the clock. If you need prayer, or would like to leave a request, this is the place to come. Our mission is simple: to pray with you, to stand with you, and to keep the power of prayer at the centre of everyday life. Your support through DailyPrayer.uk helps us continue sharing the gospel and covering the nations in prayer. You can also discover our ministry services and life celebrations at LifeCelebrant.net — serving families with faith, dignity, and hope. If this devotional blesses you, please consider supporting our listener-funded mission by buying us a coffee through RBChristianRadio.net. Every prayer, every gift, and every share helps us keep broadcasting God's Word to the world.

Hospitals today typically contain hundreds of storage rooms and thousands of supply bins across multiple, geographically dispersed facilities in their health system. This translates to hundreds of thousands of paper labels that need to be manually updated and printed by already overburdened staff whenever there's a change in item status, description, supplier, etc. One major impact of such antiquated methods of supply chain management is that it's impossible for the item's information to be updated in real time due to being dependent on deployable staff to travel to these sites to make the changes. Any updates on sensitive data such as back orders, recalls, or discontinued items (and indication of available substitutes) can't possibly be handled in a timely manner with paper labels. As a result, there's a much greater risk of not having on-hand the items that are needed for patient care. Electronic shelf label (ESL) solutions are a game-changer because they provide real-time item status and alerts, remote updates at the push of a button, and automated reordering. ESLs save time for both supply chain and clinical staff that would otherwise be spent on manual and low-value-added inventory tasks. They ensure item availability and safety (not recalled, not expired) and free up clinical staff to dedicate more attention and time to patients. Advanced ESL systems also have built-in replenishment signals to ensure that par levels are accurate and stockouts are prevented. They also allow for voice commands to guide the staff to needed items in crowded supply rooms in seconds using blinking LED lights on the ESL.

Wall St had a nasty fall overnight as Broadcom results drove an uptick in AI ROI concerns and hawkish Fed speak drove up bond yields. S&P 500 down 1.1%. Closing near the low on average volume. Dow down 370. Nasdaq down 1.7%. Its worst session since the Nvidia results drop on 20 November. All about Tech as Broadcom down 11.4% compounded the 10.8% Thursday night fall in Oracle. Copper fell 3% on the LME as profit taking crept in after a record breaking week. Supply disruptions, weak USD and strong demand took the metal within touching distance of the $12,000 mark. USD index flat overnight, down 0.6% for the week.Gold rose but silver fell after also hitting record highs in the previous session. Silver's appeal as both a store of wealth and having manufacturing applications has seen it rise 100% this year vs gold up 60%.SPI down 51 - TWE Trading halt.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

In this hard-hitting episode of Rob McConnell Interviews, Rob welcomes Dennis Pinigis, author of It's The Price of Oil, Stupid, for a blunt and revealing look at how global energy markets quietly shape world affairs far more than politicians care to admit. Pinigis exposes the hidden economic forces, geopolitical maneuverings, and industry-driven agendas that determine everything from foreign policy to consumer prices at the pump. With clarity and unapologetic candor, he argues that many of today's biggest political conflicts and economic crises trace back to one simple truth: the world still runs on oil, and those who control it control the narrative. This conversation delivers sharp insight, startling revelations, and a breakdown of the oil game that every listener needs to understand.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-x-zone-radio-tv-show--1078348/support.Please note that all XZBN radio and/or television shows are Copyright © REL-MAR McConnell Meda Company, Niagara, Ontario, Canada – www.rel-mar.com. For more Episodes of this show and all shows produced, broadcasted and syndicated from REL-MAR McConell Media Company and The 'X' Zone Broadcast Network and the 'X' Zone TV Channell, visit www.xzbn.net. For programming, distribution, and syndication inquiries, email programming@xzbn.net.We are proud to announce the we have launched TWATNews.com, launched in August 2025.TWATNews.com is an independent online news platform dedicated to uncovering the truth about Donald Trump and his ongoing influence in politics, business, and society. Unlike mainstream outlets that often sanitize, soften, or ignore stories that challenge Trump and his allies, TWATNews digs deeper to deliver hard-hitting articles, investigative features, and sharp commentary that mainstream media won't touch.These are stories and articles that you will not read anywhere else.Our mission is simple: to expose corruption, lies, and authoritarian tendencies while giving voice to the perspectives and evidence that are often marginalized or buried by corporate-controlled media

PREVIEW — Jeff Bliss — California Gas Prices and Regulatory Constraints. Bliss reports that while national average gasoline prices are declining due to demand weakness and ample supply, California gasoline prices remain persistently elevated, frequently exceeding $5.00 per gallon due to state-specific regulatory frameworks and the systematic closure of petroleum refineries reducing processing capacity. Bliss warns that energy market experts project California gasoline prices could catastrophically escalate to approximately $12.00 per gallon, a devastating potential price increase for a state economy structurally dependent upon private automobile transportation and individual vehicle ownership for employment, commerce, and daily economic activity.

Chris Stigall and Josh Mann break down the week's biggest stories: U.S. forces seize a Venezuelan oil tanker in dramatic fashion, the FDA accused of slow-walking abortion-pill safety review, Australia's historic under-16 social media ban, the teen sextortion suicide tragedy, the latest Covid-shot heart damage findings, and the Faith & Freedom 250 spotlight on Christian abolitionists.00:00:00 - Introduction00:00:27 - Venezuela Tanker Seizure00:01:08 - Demand vs Supply on Drugs00:03:16 - National Security Angle00:05:33 - Affordability & Midterm Messaging00:08:31 - FDA & Abortion Pill Safety00:11:06 - Covid Shot Heart Damage00:14:21 - World Cup Pride Clash00:16:39 - Teen Sextortion Suicide00:18:29 - Australia's Under-16 Social Media Ban00:20:37 - Netflix Monopoly Concerns00:22:45 - Religious Charter School Fight00:25:34 - Faith and Freedom 250Follow The Lion on Facebook, Instagram, X, and YouTube. You can also sign-up for our newsletter and follow our coverage at ReadLion.com. To learn more about the Herzog Foundation, visit HerzogFoundation.com. Like and follow us on Facebook, X, and Instagram, or sign up to receive monthly email updates. #ChristianEducation #Education #EducationPolicy #EducationReform #FaithAndLearning #Family #FaithInEducation #Faith #Homeschool #ChristianSchool #PrivateSchool #EducationNews #News #Religion #ReligiousNews #PublicSchool #SchoolNews #NewsShow #SchoolChoice

Cathie Wood just confirmed what many Bitcoiners have suspected — the 4-year Bitcoin cycle is officially dead.What replaces it? A massive supply squeeze that could send shockwaves through the market. From ETF flows to BTC Treasury Company demand, this isn't just theory — it's happening live.Join BTC Sessions as we break down exactly what Cathie said, and what it means for Bitcoin's future.FOLLOW TODAY'S PANELISTS:https://x.com/saxtron3000https://x.com/jdennehy_writeshttps://x.com/LanternBitcoinFOLLOW BTC SESSIONS on X/Nostr: x.com/BTCsessionsbtcsessions@getalby.comBOOK private one-on-one sessions with BITCOIN MENTOR! Learn self custody, hardware, multisig, lightning, privacy, running a node, and plenty more - all from a team of top notch educators that I've personally vetted.https://bitcoinmentor.io/—------------------------------SHOW SPONSORS:BITCOIN WELL - BUY BITCOINhttps://qrco.de/bfiDC6COINKITE/COLDCARD (5% discount):https://qrco.de/bfiDBVABUNDANT MINES:http://abundantmines.com/boomersAQUA WALLEThttps://qrco.de/bfiD8gNUNCHUK HONEYBADGER INHERITANCEhttps://qrco.de/bfiDARHODLHODL NO KYC P2P EXCHANGEhttps://hodlhodl.com/join/BTCSESSIONDEBIFI LOANShttps://qrco.de/bfiDCp#btc #bitcoin #crypto

In this episode, Michelle weaves together basic economics(supply and demand) with spiritual truth and everyday life. She explores the idea that there is a supply for every genuine demand, in love, health, abundance, and success; and challenges the stories we tell ourselves about why we “can't” have what we desire.Michelle shares real examples from her life, her coachingwork, and the Certified Growth Leader program to show how one aligned idea can change everything. She also talks about preparing for what you want (not what you fear), acting as the future version of yourself, and ignoring the naysayers who can't see your vision. If you've ever wondered whether your “weird idea” or big desire is possible, this episode is your reminder: there's a match for your demand.Michelle@GrowBy1.comwww.bit.ly/CEUFoundingMember

Vikas Dwivedi reacts to the latest headlines around oil as Trump says the U.S. has seized an oil tanker off the coast of Venezuela. He thinks oil prices will hit $50 before $70 again, citing oversupply. “The surpluses are the largest we've seen,” he says, but they're primarily on the water, muddying the picture of what supply really looks like. However, it's still “way too much to absorb.” ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode, we're looking at a shifting landscape. Rents are cooling and vacancies are rising. Portland city hall just discovered it had $21 million it forgot to spend. 

GE Appliances has been making news for years for the success of their reshoring program. It is a great story: a well-known consumer brand that is bringing production home, both to their own benefit and also to the benefit of customers and employees. But even while GE Appliances has continued to make investments and earn positive headlines for continuing their commitment to reshoring efforts and partnering with suppliers, one of their competitors isn't so sure. Whirlpool recently alleged that GE Appliances, along with two other competitors, was evading tariffs by artificially lowering the declared value of the goods they import – without passing those 'savings' along to customers. But does the data show evidence of misdeeds? In this episode of the Art of Supply podcast, Kelly Barner covers the balance of GE Appliances's good headlines and recent allegations against them: Background on GE Appliances's efforts to reshore production and the investments that has required The additional ways they are investing in domestic supplier partnerships, through collaboration and consultation And the recent investigation into potential tariff fraud… as alleged by Whirlpool… and what might explain the discrepancies Links: Advancements & Adjustments in the GE Appliances Supply Chain Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement  

European bourses opened lower but now marginally firmer, US equity futures are in the red, with underperformance in the NQ following Oracle (-11%) earnings.DXY initially attempted to pare post-FOMC pressure, but now flat, CHF little moved to the SNB announcement, but gained on the presser, the Aussie is pressured post-jobs data.USTs continue to strengthen in the aftermath of the FOMC, whilst Bunds pull back from highs.Crude benchmarks are selling off despite a bullish IEA report; XAU pares back FOMC gains; Copper pulls back from ATHs.Looking ahead, highlights include US Initial Jobless Claims (6 Dec, w/e), OPEC MOMR, Supply from the US, Earnings from Broadcom, Costco & lululemon.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

FOMC cut rates by 25bps to 3.50-3.75%, as expected, while the vote split was 9-3, as Miran voted for a 50bps cut. Goolsbee and Schmid voted for unchanged.Fed said it is to assess incoming data, evolving outlook and balance of risks in considering the extent and timing of further adjustment (tweaked from “in considering additional adjustments”), and it will monitor implications of incoming information for the economic outlook.Powell said adjustments to rates since September should help stabilise the labour market and keep pressure down on inflation, while the Fed is well positioned to determine adjustments to rates, and rates are now in a plausible range of neutral.Powell also noted there is a lot of data due before the next meeting, and the Fed can wait and see how the economy evolves when asked about whether the 'risk management' phase of rate cuts is over.APAC stocks were ultimately subdued after failing to sustain the early positive momentum from the dovishly perceived FOMC; US equity futures gave back their post-FOMC spoils as tech/AI concerns were stoked following a slump in Oracle shares.European equity futures indicate a softer cash market open with Euro Stoxx 50 futures down 0.1% after the cash market closed with losses of 0.2% on Wednesday.Looking ahead, highlights include Swedish CPI (Nov), US Initial Jobless Claims (6 Dec, w/e), SNB/CBRT Rate Announcements, IEA OMR, OPEC MOMR, Speakers including SNB's Schlegel, BoE's Bailey, ECB's de Guindos, Supply from Italy & US, Earnings from Broadcom, Costco & lululemon.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

This episode of The Food Professor Podcast opens with Michael and Sylvain analyzing the most pressing developments shaping Canada's food and retail landscape. Sylvain reflects on the extraordinary national and global reach of Canada's Food Price Report, which this year generated unprecedented media attention and continues to influence retailers, manufacturers, governments, and consumers planning for 2026. They dig into the structural issues behind Canada's complex food-tax regime, discuss why the GST holiday changed how Canadians think about food pricing, and explore the broader economic forces influencing consumer behaviour.The hosts then turn to one of the most surprising developments of the season: mounting instability in the chicken sector. With nine consecutive missed production cycles, increased reliance on imports, and confusion around border testing, the system designed to provide stability is under strain. Sylvain breaks down why this matters for households, grocers, foodservice operators, and the broader supply chain—especially as chicken remains Canada's most-purchased protein. The conversation then expands southward to U.S. agricultural subsidies, tariff battles, Costco's legal challenge over tariff refunds, and the potential fallout of proposed U.S. tariffs on Canadian fertilizer.The second half of the episode shifts to a live interview recorded at the Coffee Association of Canada conference, where Michael and Sylvain sit down with Carman Allison, Vice President, NIQ Canada, one of the country's most respected consumer data voices. Carman previews his conference keynote, “Navigating Disruption,” and explains why coffee inflation is reshaping buying behaviour even among loyal consumers who consider coffee essential. He outlines NIQ's segmentation showing that 29% of Canadian households are now financially vulnerable—and how this is affecting deal-seeking, product substitution, and consumption patterns.Drawing on NIQ's expanded Omni Shopper Panel, Carman describes how rapid multicultural population growth is shifting beverage preferences, why Generation X now holds the greatest spending power, and how value-seeking is reshaping entire store categories. He also reveals early evidence of the GLP-1 effect, where households using weight-loss or diabetes medications show measurable declines in food consumption.Carman closes by highlighting growth opportunities in instant coffee, protein-and-coffee hybrids, Maple-forward flavour innovation, and the continued rise of home-meal-replacement programs. His insights give retailers and suppliers a grounded, data-rich roadmap for growth in a highly price-sensitive marketplace. The Food Professor #podcast is presented by Caddle. About UsDr. Sylvain Charlebois is a Professor in food distribution and policy in the Faculties of Management and Agriculture at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University. Before joining Dalhousie, he was affiliated with the University of Guelph's Arrell Food Institute, which he co-founded. Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. Google Scholar ranks him as one of the world's most cited scholars in food supply chain management, food value chains and traceability.He has authored five books on global food systems, his most recent one published in 2017 by Wiley-Blackwell entitled “Food Safety, Risk Intelligence and Benchmarking”. He has also published over 500 peer-reviewed journal articles in several academic publications. Furthermore, his research has been featured in several newspapers and media groups, including The Lancet, The Economist, the New York Times, the Boston Globe, the Wall Street Journal, Washington Post, BBC, NBC, ABC, Fox News, Foreign Affairs, the Globe & Mail, the National Post and the Toronto Star.Dr. Charlebois sits on a few company boards, and supports many organizations as a special advisor, including some publicly traded companies. Charlebois is also a member of the Scientific Council of the Business Scientific Institute, based in Luxemburg. Dr. Charlebois is a member of the Global Food Traceability Centre's Advisory Board based in Washington DC, and a member of the National Scientific Committee of the Canadian Food Inspection Agency (CFIA) in Ottawa. Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

#667: Home prices have outpaced wages for more than a decade, and first-time buyers are stretching further every year. Now a new idea is entering the conversation, the 50-year mortgage. It promises lower monthly payments, yet it reshapes everything from equity growth to long-term risk. In this episode we sit down with Karsten Jeske, PhD, CFA from Early Retirement Now, a former Federal Reserve economist known for forensic financial modeling. Together we walk through when a 50-year mortgage might make sense, when it clearly does not, and why the math is rarely as simple as “higher payment versus lower payment.” We also dig into how ultra-long mortgages could push home prices even higher, and what this means for today's buyers and tomorrow's retirees. If you've wondered whether extended loan terms offer real affordability or just disguise the cost, this conversation gives you a clearer lens. Key Takeaways Why stretching to a 50-year mortgage can look affordable on paper yet leave you with far slower equity growth in the years that matter most. The few cases where a longer mortgage term can support a deliberate strategy, such as freeing cash flow to invest, and why this only works for certain borrowers. How inflation, appreciation, and opportunity cost change the “true” math behind 30-year versus 50-year loans. Why ultra-long mortgages may raise home prices more than they help buyers and what this means for generational wealth. How late-life mortgage decisions, downsizing, and step-up in basis reshape your legacy far more than the length of the loan itself. Resources and Links Early Retirement Now blog, Karsten's research and mortgage modeling. Chapters Note: Timestamps are approximate and may vary greatly across listening platforms due to dynamically inserted ads. (00:00) 50-year mortgage debate begins (02:52) Karsten says it expands options for sophisticated investors (05:42) Paula focuses on owner-occupants who can't afford houses (11:03) Equity difference: $80K vs $20K after 10 years (18:26) Lower payments could fund other investments (25:17) Lenders package mortgages for institutional investors (29:18) US doesn't issue 100-year bonds despite stability (34:00) Small term premiums create huge returns (43:31) Paying more interest isn't automatically bad (48:08) First-time buyers now average age 40 (56:08) Geographic arbitrage enables mortgage payoff (01:00:20) 50-year mortgages could inflate home prices (01:04:51) Supply constraints drive housing affordability crisis (01:07:29) Fed might pause rate cuts in December Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nermine Saad talks about her career journey; fostering a culture of learning; moving from Egypt to Canada; mentorship; & the future of digital transformation.     [03.48] What sparked Nermine's interest in logistics, and how it led her to seek out a career that connected strategy, people, and operations. "I realized there's an entire industry behind the movement of goods, and it involves shipping lines, airlines, ports, and so much more. The more I read, the more I was fascinated." [05.46] The early years of Nermine's career in Egypt and the big lessons she learned, from building credibility to the importance of resilience and consistency. "It was a rough experience... I was the only woman, and it added a lot of pressure." [08.53] Nermine's experience of moving from Egypt to Canada, and rebuilding her life, career and network. "Moving to Canada gave me whole new perspective on diversity." [12.49] The differences between building a career in Egypt and Canada, and why stepping out of your comfort zone and embracing risk leads to the biggest opportunities. [15.52] Nermine's commitment to education, from pursuing qualifications outside of work to fostering a culture of learning at Tecsys, and why it's so important. "Learning has been the driving force of my career. Education doesn't stop the moment you earn your degree – its just the beginning." "A culture of learning naturally becomes a culture of leadership." [19.42] Nermine's role as Application Services Manager at Tecsys, and what a day in her life looks like. [22.47] The importance of digital transformation, where businesses go wrong, and what a transformation journey should look like. "Digital transformation is not just implementing technology. It's really about people, processes, and a mindset… But when people start, they often get overwhelmed." "Waiting for a disruption to implement a change can be really risky. The organizations that are proactive and stay ahead of the game are the ones that have a competitive edge and keep their operations steady." [25.04] Nermine's advice for leaders focusing on digital transformation in 2026. [27.01] Nermine's experience of collaboration, mentorship and empowerment – how others have supported her, and how she pays it forward. "Collaboration is so powerful – when people feel supported, seen and heard, they produce their best work." [29.52] What being named as an industry trailblazer means to Nermine, as a woman and as an Egyptian living, working and thriving in North America. [32.32] The future for Nermine. "Supply chain never stops evolving, and that's energising. There's always an opportunity for you to make an impact, inspire others and keep pushing." RESOURCES AND LINKS MENTIONED:   You can connect with Nermine over on LinkedIn. If you enjoyed this episode and want to hear from more award-winning women, check out 447: Women In Supply Chain™, Nikki Driskill, 438: Women In Supply Chain™, Maria Madrigal or 506: Women In Supply Chain™, Zera Zheng. Check out our other podcasts HERE.

APAC stocks were mostly subdued amid cautiousness ahead of today's Fed policy decision and dot plots, while the region also digested the latest Chinese inflation data.China is buying US soybeans again, but is reportedly falling short of the goal set by the Trump trade agreement, according to CNBC.US Trade Representative Greer said China's rare earths continue to flow and expects to sign more trade deals over the coming weeks.US President Trump is to kick off the final round of Fed Chair interviews this week, while senior administration officials said Kevin Hassett remains in pole position to succeed Powell as Fed Chair, according to the FT.European equity futures indicate a marginally lower cash market open with Euro Stoxx 50 futures down 0.2% after the cash market finished with losses of 0.1% on Tuesday.Looking ahead, highlights include Norwegian CPI (Nov), US Employment Costs (Q3), BoC/FOMC/BCB Rate Announcement. Speakers include BoE's Bailey, ECB's Lagarde, BoC's Macklem & Fed's Powell. Supply from the UK. Earnings from Oracle, Adobe & Synopsys.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Chad Whyte, Executive Vice President, Supply Chain at Utz Brands, Inc. In this episode, Donna and Tom sit down with Chad Whyte, Executive Vice President of Supply Chain at Utz Brands, Inc. to discuss his career journey and the evolution of supply chain management in the consumables industry. Chad shares how his Penn State education prepared him for leadership, the challenges facing modern supply chains, and strategies for building agility and resilience in today's dynamic landscape. He provides insight into Utz's new state-of-the-art logistics center and how it's advancing supply chain efficiency, while also offering valuable perspectives on workforce development and student preparedness. Listeners will gain practical advice on supply chain flexibility, the importance of cross-functional expertise, and Chad's guiding principles for career success.  Takeaways:  Career progression from Penn State to Executive VP of Supply Chain  Challenges and opportunities in consumables supply chain management  Building agile and resilient supply chains in a changing landscape  Utz's state-of-the-art logistics center and its impact on efficiency  Stay connected with CSCR on LinkedIn (Center for Supply Chain Research) and Instagram (@pennstatesupplychain), and be sure to follow us on Spotify, Apple Podcasts, or wherever you are tuning into Unpacked: Insights hosted by the Penn State Smeal Center for Supply Chain Research™. Thank you for joining us!  Visit our website: https://www.smeal.psu.edu/cscr  Guest Bio:  Chad Whyte was appointed to Executive Vice President, Supply Chain for Utz Brands, Inc. in June 2022. As EVP, Supply Chain, he has responsibility for Procurement, Supply and Demand Planning, Distribution, Transportation and the Customer Logistics functions. Chad joined Utz in January 2022 as Senior Vice President, Supply Chain Planning and Logistics. He joined Utz with 25 years of experience in supply chain roles, most recently as President and Chief Executive Officer of Aloe Group, a consulting firm that has been working closely with Utz on several value creation initiatives. Prior to Aloe, Chad was Vice President, Supply Chain at Pinnacle Foods, where he was responsible for all transportation, warehousing and network optimization for a $3.5 billion revenue business. Prior to Pinnacle Foods, he was Senior Director, Logistics at Campbell Soup Company; Director, Logistics North America at Reckitt Benckiser; and Director, Supply Chain Planning at Church & Dwight Company.  Chad received a B.S. in Supply Chain and Information Systems, as well as an M.B.A., from The Pennsylvania State University. He was also an adjunct faculty member for Penn State's Executive Education Program on Achieving Supply Chain Transformation. 

Jeff Rosenberg brings a multi-generation perspective to open-air, retail shopping centers, a sector most investors once wrote off.   His family built and operated supermarkets and the centers around them starting in the 1940s. Big V Property Group grew out of that platform and today controls a $2.5 billion, 9 million square foot national portfolio of open-air shopping centers anchored by the likes of Target, TJX brands, Ross, HomeGoods, Sierra Trading, and others.   That background matters: Big V understands how retailers actually make money, how store-level performance drives traffic, and why certain locations survive every cycle.   A few insights stood out in our conversation: • Physical retail never died (online shopping, Covid etc) it evolved. Retailers now use stores as omnichannel infrastructure: showroom, warehouse, and last-mile all at once. • Power-center retail is effectively an ecosystem. A Target anchor drives demographic analysis, infrastructure improvements, credit co-tenancy, and consistent foot traffic for the rest of the center. • Supply discipline is doing the heavy lifting. Two decades of minimal development plus 96–97% occupancy make today's retail fundamentally different from overbuilt asset classes. • Lenders are leaning back in. Big V recently rolled eight core assets, about $1.1 billion, into a single fund and closed a $765 million on-balance-sheet bank loan, the largest retail financing in the country in 2025. • Underwriting today requires humility. Big V assumes no cap-rate compression. All value has to come from NOI growth and execution, not financial engineering.   Here are five questions we covered: Why did retail survive when everyone predicted structural decline? How does a Target anchor change a center's economics? What does today's capital stack look like for high-quality retail? How do you underwrite exits when cap-rate compression is off the table? Where are the real risks in a sector that looks "safe" on the surface? If you want a grounded view of where the next leg of the retail cycle is heading and how an operator with a decades-long track record has never lost investor capital, this conversation is worth your time.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

This week on Clean Power Hour Live, Tim Montague and John Weaver break down the biggest solar and storage headlines shaping the industry right now.The US reached 40 gigawatts of grid storage in 2025, beating the 35 gigawatt goal set in 2017. But supply chains are struggling to keep up. 100 amp-hour battery cells are sold out through 2026 as demand surges across residential, commercial, and utility projects.John discusses his company's expansion into Illinois, where new legislation adds 873 megawatts of solar and 3 gigawatts of storage over the next few years. The state is also unlocking VPP programs, giving distributed batteries a bigger role in grid operations.Episode Highlights:US grid storage installations reached 40 gigawatts in 2025, exceeding the 35 gigawatt goal set in 2017 (Energy Storage Association via Canary Media)Illinois passes new legislation adding 873 megawatts of solar and 3 gigawatts of storage, enabling VPP programs Battery cell shortage intensifies as 100 amp hour cells sell out through 2026 due to demand across residential and utility sectors (PV Magazine)Electric freight vehicles and delivery trucks show explosive growth in China, with EVs approaching 50% of all vehicle sales (John Hanger via Blue Sky)Natural gas prices spike above $5, expected to drive electricity rate increases in 2026 through utility cost recapture mechanisms (Bloomberg)US extends tariff exclusions for solar manufacturing equipment, including silicon growth furnaces and wire saws (PV Magazine)The discussion explores why battery adoption creates a flywheel effect for solar installations, how state incentives are driving developer interest, and what supply chain pressures mean for project timelines in 2026. Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

This week the team heads to the Green Acres Nursery & Supply in Rocklin to meet with CJ and learn all about houseplants. CJ walks us through his top plant recommendations for beginners, intermediate growers, and those ready for more advanced or special-care plants. Learn smart, practical tips on watering habits, drainage, and how to build custom soil mixes that keep your plants happy and healthy.Want a new indoor plant? Check out these: 5 Easy-Care HouseplantsGreen Acres Garden PodcastGreen Acres Nursery & SupplyGreen Acres Garden Podcast GroupIn the greater Sacramento area? Learn how to make your yard Summer Strong and discover water-saving rebates at BeWaterSmart.info.

APAC stocks were subdued following the lacklustre lead from Wall Street, with markets cautious ahead of the FOMC policy announcement on Wednesday.US President Trump announced that he informed Chinese President Xi that the US will allow NVIDIA (NVDA) to ship its H200 products to approved customers.RBA unsurprisingly kept the Cash Rate unchanged at 3.60%, although comments from RBA Governor Bullock at the press conference leaned hawkish.Ukrainian President Zelensky said talks in London were productive and there is small progress towards peace.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 futures -0.1% after the cash market closed flat on Monday.Looking ahead, highlights include German Trade Balance (Oct), US Average Weekly Prelim Estimate ADP (4-week, w/e 22 Nov), JOLTS (Sep), EIA STEO, Speakers including ECB's Nagel, BoJ's Ueda, BoE's Ramsden, Lombardelli, Mann, Dhingra & RBNZ's Breman, Supply from UK & US, Earnings from GameStop.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump announced that he informed Chinese President Xi that the US will allow NVIDIA (NVDA) to ship its H200 products to approved customers. Though the FT reported that China is set to limit access of NVIDIA's H200 chips; NVDA shares off best levels, last +0.5%.European bourses are broadly lower, US equity futures are mixed with the NQ dipping into modest negative territory after the FT report on NVIDIA.DXY hovers around 99.00, Antipodeans rise post RBA, and JPY remains subdued, but did gain on Ueda-FX related commentary.Global paper was initially subdued but now firmer, OATs await French vote.Crude benchmarks trade rangebound ahead of the EIA STEO, Copper continues to pull back from ATHs.Looking ahead, highlights include US Average Weekly Prelim Estimate ADP (4-week, w/e 22 Nov), JOLTS (Sep), EIA STEO, Speakers including BoE's Ramsden, Lombardelli, Mann, Dhingra & RBNZ's Breman, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The advent of artificial intelligence and machine learning has opened a new era of productivity gains for freight brokers, capacity owners and shippers. Supply chains are still in the early stages of adopting these tools, creating significant opportunities over the next several years. In this episode of the Talking Transports podcast, Augment CEO and co-founder Harish Abbott joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss how AI is reshaping the freight industry. Abbott outlines how Augie, Augment’s AI teammate, automates end-to-end brokerage workflows — from order to cash — while improving service levels and reducing costs. He also reflects on the challenges of scaling AI talent, the importance of change management, and how his early career at Amazon sparked his passion for fixing logistics’ inefficiencies.See omnystudio.com/listener for privacy information.

Guest post by Stephen Phillips, Head of Public Sector for Ireland, Integrity360 Cyber security in the public sector is undergoing a revolution. What was once a compliance-led, box-ticking exercise is now becoming a board-level concern that is driven by the real fear of service disruption. Public sector leaders understand that a cyber attack on a public system - such as healthcare, transport, policing, or social services - isn't just an IT issue, but a crisis of trust, continuity, and critical services. The necessary shift is clear: from focusing on prevention alone to building resilience. That means embedding cyber thinking into everyday operations, testing response plans so that everyone knows their role when the pressure is on, and seeing security as a critical enabler of digital transformation - not a blocker. Multi-layered cyber challenges Current cyber security challenges across the public sector in Ireland are multi-layered. First and foremost, there's the sheer pace at which the threat landscape is evolving. Ransomware remains a top concern, but we're also seeing a rise in more sophisticated, targeted attacks that often leverage artificial intelligence (AI) to bypass traditional defences. Supply chain risk is another big challenge as many public sector bodies rely on third-party vendors for critical services, which introduces a level of exposure that's hard to fully control. We've seen a growing awareness of this among organisations, but the tools and processes to manage that risk aren't always where they need to be. Then there's the issue of resources - budgets are tight and, while there's a strong appetite to improve cyber resilience, it's not always matched by the funding or staffing levels required. Moreover, training and awareness are often underfunded, and that's a problem when human error is still one of the biggest cyber security vulnerabilities.Resilience depends on people, and public sector organisations must ensure that staff across departments understand their own roles in keeping services safe. When it comes to Ireland's national cyber security strategy, there's no doubt that it has come a long way. The transposition of the NIS2 Directive and the upcoming National Cyber Security Bill are important steps - they'll give the National Cyber Security Centre (NCSC) more teeth and help to drive consistency across sectors. But we're still in a bit of a transitional phase. There's a solid foundation, but execution is key. The strategy needs to be backed by sustained investment; not just in technology, but in people, processes, and cross-sector collaboration. We also need to make sure that smaller public bodies without dedicated cyber teams aren't left behind. The intent is there, but we need to accelerate the pace of implementation. Demand for cyber talent outpacing supply One of the biggest challenges is attracting and retaining cyber talent in Ireland's public sector. The demand for cyber talent is outpacing supply, and the public sector is competing with private industry, which can often offer higher salaries and more flexible working conditions. That said, there are some positives. Ireland has a strong pipeline of STEM graduates, and groups such as Cyber Ireland are helping to build a more connected ecosystem. But we need to do more to make public sector cyber roles attractive - whether that's through better career pathways, training opportunities, or simply making it easier for people to move between departments and roles. A ransomware payment ban - helpful or harmful? Meanwhile, as cyber risks continue to evolve and grow more sophisticated, the UK government is mulling a proposed ransomware payment ban for public sector organisations. Whether this is something that could (or should) be introduced in Ireland remains to be seen. On paper, banning ransom payments makes sense as it removes the financial incentive for attackers. But in practice, it's not that simple. Public sector organisations are responsible f...

Dans ce nouvel épisode d'Insight, nous recevons Kevin Taulera, co-fondateur de Supply Finder. Nous revenons avec lui sur la manière dont sa plateforme, lancée en 2025, accompagne les traders et acheteurs médias pour simplifier et optimiser leurs campagnes programmatiques. Entre transparence, efficacité opérationnelle et nouvelles technologies, il nous explique pourquoi la programmatique reste un levier clé malgré un marché de plus en plus complexe. Comment les équipes média peuvent-elles s'adapter à la fin des cookies, à la montée du retail media et de la CTV ? Quels indicateurs suivre pour mesurer la performance au-delà des impressions et des clics ? Jusqu'où l'intelligence artificielle peut-elle intervenir sans remplacer le rôle des humains ? Et surtout, à quoi ressemblera la programmatique dans 3 à 5 ans ? Kevin nous répond !Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

A message from Pastor Daniel Villarreal on December 7, 2025.

A message from Pastor Daniel Villarreal on December 7, 2025.

In this episode of Lead-Lag Live, I sit down with Matt Simpson, CEO of Brazil Potash (NYSE: GRO), to break down how the Autazes project could transform fertilizer security for Brazil and shift the balance of power in global agriculture.From navigating permits and construction milestones to securing long-term offtake agreements for more than 90 percent of expected production, Simpson explains how domestic potash supply could reduce Brazil's reliance on imports and strengthen global food stability at a time when commodity markets remain volatile.In this episode:– Why fertilizer supply is tightening as global agriculture demand accelerates– How domestic Brazilian potash could reduce geopolitical and logistics risk– What the Autazes project means for future pricing, imports, and food security– How infrastructure partnerships are cutting project Capex and speeding timelines– Why growth in fertilizer demand could reshape commodities in 2025–2027Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

European bourses attempt to move higher after initial pressure, US equity futures trade with modest gains.USD is flat, EUR and NZD manage to hold towards the top of the G10 pile.Global bonds pressured, Bunds hit on hawkish remarks via ECB's Schnabel, who said that she is 'comfortable' on bets that the next move will be a hike, albeit not any time soon.Crude benchmarks retreat despite a lack of drivers, XAU grinds higher and 3M LME Copper benefits after positive Chinese exports data, though Imports disappointed.Looking ahead, highlights include ECB's Cipollone, BoE's Taylor & Lombardelli, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

EUR/USD gained, while DAX and Bund futures fell as ECB's Schnabel said she is 'comfortable' on bets that next move will be a hike.APAC stocks were mixed following a lack of major macro drivers over the weekend and with markets tentative ahead of this week's risk events, while participants also digested data, including the latest Chinese trade figures.USD/JPY briefly retreated beneath the 155.00 handle amid a softer buck and as the latest wages data from Japan supported the case for a December BoJ rate hike, although Q3 GDP revisions were disappointing and showed a wider-than-feared contraction.Chinese trade data showed a stronger-than-expected recovery in Exports, but Imports disappointed.European equity futures indicate a slightly softer cash market open with Euro Stoxx 50 futures down 0.2% after the cash market closed with gains of 0.1% on Friday.Looking ahead, highlights include German Industrial Output, EZ Sentix, Comments from ECB's Cipollone, BoE's Taylor & Lombardelli, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Podcast: ICS Arabia PodcastEpisode: Demystifying ISA/IEC 62443 with Khalid Ansari | 48Pub date: 2025-11-26Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationPodcast with Khalid Ansari, an expert in ISA/IEC 62443 and a passionate advocate for OT product certification and standardization.Khalid shared incredible insights from his engineering journey—from instrumentation to working with Yokogawa, Qatalum and FM Approvals—and we dove deep into some of the most pressing topics in OT security, including:

If there were a way to get steadier energy, fewer cravings, and a little more calm from a handful of tiny green tablets… would you be curious?In this week's episode of the Kick Sugar Coach Podcast, I sit down with Dr. Catharine Arnston, founder and CEO of EnergyBits, to talk about algae—specifically spirulina and chlorella—and why she believes they're some of the most powerful, overlooked superfoods for sugar-sensitive people.Catharine shares how her sister's cancer diagnosis sent her deep into the research, eventually leading her to become of the world's authorities on algae's remarkable ability to:Supply the body with clean, steady fuel at the cellular (mitochondria) levelQuiet sugar cravings by deeply nourishing the bodySupport focus and mental clarity without stimulation or jittersDetox toxins and support gut and immune health with chlorellaWe also talk about the differences between spirulina and chlorella, why quality matters, and how people are using them to repair, rejuvenate, and replenish the body. It's a grounded, hopeful conversation that offers a very simple tool you can experiment with to see which of the 20+ benefits you experience. (And if you decide to try EnergyBits, there is a 10% off code below.)One of algae's great features is that you can grab it when you're on the go or travelling. No cooking, slicing, dicing, or refrigeration needed. Chlorella is so powerful at detoxifying the body that it is used to sober someone up when they have consumed too much alcohol. It also helps with hangovers. Crazy but true.A final amazing feature is that algae contains over 40 essential minerals and vitamins in easy-to-digest form, making it ideal for those who don't love or don't eat enough veggies. (You rascals!) Here's to magical green pellets, clean fuel, and your well-being!Enjoyed this episode? We'd love to hear your thoughts—share your feedback with us here!Support the showFlorence's courses & coaching programs can be found at:www.FlorenceChristophers.comConnect with Florence on:FACEBOOK | TWITTER | INSTAGRAM | YOUTUBE

Agrippa's Brilliant Attack on Methone: Colleague Barry Strauss details the logistical maneuvers preceding Actium, noting Antony's defensive posture in western Greece, with Agrippa executing a brilliant surprise attack on Methone, a key supply base, crippling Antony's supply lines; this amphibious raid forces Antony to shift focus to the north, setting the stage for battle.

The Donald Trump administration revealed the US empire's new plan for global dominance in the 2025 National Security Strategy. The goal is to impose hegemony in the Western Hemisphere, reviving the colonial Monroe Doctrine, to move supply chains out of Asia and bring manufacturing into Latin America via "nearshoring", in order to economically decouple from China and prepare for conflict in Cold War Two. Ben Norton analyzes the important document. VIDEO: https://www.youtube.com/watch?v=idkurWogst8 Topics 0:00 Summary of US National Security Strategy 2:45 US economic dependency on China 5:25 USA loses China war games 6:45 Why Trump targets Latin America 7:41 Marco Rubio, war hawk 9:34 (CLIP) Marco Rubio on China "threat" 10:17 Main goals of Trump's foreign policy 10:35 Improve Russia relations 11:30 Brief summary of US strategy 12:01 Western media misunderstands report 13:24 Whitewashing US imperialism 14:45 Obama's pivot to Asia 15:18 Asia is 1/2 of global economy 16:05 Hillary Clinton's "Russia reset" 16:34 Second Cold War aims at China 17:38 Main goals of US foreign policy 21:29 First target: Latin America 23:13 Second target: China 24:37 US dollar dominance 25:47 (CLIP) Trump threatens BRICS 26:16 Weaponizing technology 26:44 Natural resources in Americas 27:27 Hypocritical buzzwords 29:38 Culture war 32:00 Regions targeted by US empire 32:22 Colonial Monroe Doctrine 33:51 "Enlisting" US vassals 35:30 Nearshoring manufacturing 37:58 Militarizing Latin America 39:04 USA threatens countries 40:30 Natural resources 41:30 "US must be preeminent" 41:55 Cutting off Chinese technology 42:58 Goal: "an American-led world" 43:59 US government serves corporations 45:51 Strategy in "Indo-Pacific" region 46:21 Criticizing China's independence 47:17 Pacific: 21st century's "battleground" 47:52 Asia is half of world GDP (PPP) 49:08 Decline of Western hegemony 51:04 Supply chains 51:31 Economic war 52:21 India 55:12 Japan, South Korea, Australia 57:22 Dollar as global reserve currency 57:45 Taiwan 1:01:28 Europe 1:02:20 Russia 1:03:15 EU as captive US market 1:04:47 West Asia (Middle East) 1:05:18 Oil and natural gas 1:06:19 Israel 1:06:56 Africa 1:08:15 Conclusion 1:08:49 Outro

Apostle Philip D. Derber

Silver just blasted above $59 per oz, setting a stunning new nominal record and signaling that something big is unfolding in the precious metals market. Behind the headlines lies a deepening supply-demand imbalance, with years of structural deficits finally catching up. Investors around the world are waking up to a growing physical squeeze that's tightening faster than many expected. From industrial demand surges to global shifts in bullion buying, the forces driving this move are only getting stronger. Listen to understand what's really happening—and why this silver story is far from over.

Peter Krauth, author of the book The Silver Bull and publisher of the Silver Stock Investor, weighs in on the recent price action in the silver and explains that the physical silver market remains very tight and more.

Natasha Kaneva and team share J.P. Morgan's 2026 Global Commodities Outlook. Commodity prices have experienced repeated and highly synchronized cycles across various markets over the past 50 years, with these fluctuations closely tied to global economic trends through shifts in demand. This co-movement broke down in 2024, as energy prices reset lower while metals prices surged, marking the emergence of a new commodity regime, driven by divergent supply dynamics.  Looking ahead to 2026 this deviation is expected to continue as supply-constrained metals continue to beat glutted energy.   Speakers:   Natasha Kaneva, Head of Global Commodities Research Greg Shearer, Head of Base & Precious Metals Research Otar Dgebuadze, Natural Gas Research   This podcast was recorded on December 5, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5143468-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

What can you learn about budgeting from Santa's Holiday preparation?   What lessons do the holiday bring? On this week's episode of The Crushing Debt Podcast, Shawn & George talk about: Overhead costs Supply chain issues Labor force issues North Pole budgeting Budgeting among multiple celebrations Gift-giving expectations Holiday season cash-flow We hope you had an amazing Thanksgiving break and a great holiday season. For Thanksgiving, it would mean a lot to us for you to please share this episode with your friends! Or, you can support the show by visiting our Patreon page: https://www.patreon.com/crushingDebt   To contact George Curbelo, you can email him at GCFinancialCoach21@gmail.com or follow his Tiktok channel - https://www.tiktok.com/@curbelofinancialcoach   To contact Shawn Yesner, you can email him at Shawn@Yesnerlaw.com or visit www.YesnerLaw.com. And please consider a donation to Pancreatic Cancer research and education by joining Shawn's team at MY Legacy Striders: http://support.pancan.org/goto/MyLegacy2026 

Submit your question and we'll answer it in a future episode!Join our Patreon Community!https://www.patreon.com/badassbreastfeedingpodcastThis week's episode is also brought to you by Nursing Queen; stylish nursing clothes that will make your life easier and that you'll want to wear long after your nursing days are over. Use promo code BADASS for 10% off your purchase at www.nursingqueen.com.We have talked about breastfeeding schedules before, but not about pumpingschedules. When should you pump? For how long? What about returning towork? How does that fit into the pumping routine? These questions and more willbe answered today on the Badass Breastfeeding Podcast!If you are a new listener, we would love to hear from you.  Please consider leavingus a review on iTunes or sending us an email with your suggestions and commentsto badassbreastfeedingpodcast@gmail.com. You can also add your email to ourlist and have episodes sent right to your inbox!Things we talked about:Pacifier question [4:50]The questions around pumping schedules [8:05]Supply and demand system [10:00]Best time to pump [11:44]How long should you pump for? [16:45]Flanges [22:00]Going too long between pumps [23:41]The. Breast is not empty! [25:57]Milk volume when pumping [29:00]The basics to remember [30:50]Hands on pumping [34:06]Links to information we discussed or episodes you should check out!https://badassbreastfeedingpodcast.com/episode/balancing-breastfeeding-and-pumping/https://badassbreastfeedingpodcast.com/episode/pumping-myths/Set up your consultation with Diannehttps://badassbreastfeedingpodcast.com/consultations/Check out Dianne's blog here:https://diannecassidyconsulting.com/milklytheblog/Follow our Podcast:https://badassbreastfeedingpodcast.comHere is how you can connect with Dianne and Abby:AbbyTheuring ,https://www.thebadassbreastfeeder.comDianne Cassidy @diannecassidyibclc, http://www.diannecassidyconsulting.comMusic we use:Music: Levels of Greatness from We Used to Paint Stars in the Sky (2012)courtesy of Scott Holmes at freemusicarchive.org/music/Scott_Holmes

Supply chain planning is undergoing a profound shift in a landscape shaped by rising geopolitical pressure, accelerating disruption cycles, and unprecedented investment in AI. Organizations are being pushed to deliver growth while navigating higher volatility, tighter margins, and increased expectations for speed and adaptability.In this episode of Supply Chain Now, Scott Luton is joined by special guest host Mike Griswold, Vice President Analyst at Gartner, and Noha Samara, Senior Director, Global Supply Chain at Gartner. Noha draws on her cross-industry experience from manufacturing and consumer goods to high tech to explore how planners can better connect strategy, ecosystems, and technology to meet the demands of 2025 and beyond.Scott, Mike, and Noha unpack the four essentials for elevating planning performance: aligning planning strategy with business priorities, collaborating across extended supply networks, defining a precise and targeted role for AI, and equipping people with the skills and confidence to lead through change. They also spotlight insights from the Gartner Supply Chain Planning Summit, including the skills planners need, the expanding relevance of CPFR, and why the future of planning depends as much on talent and culture as it does on data and technology.Jump into the conversation:(00:00) Intro(02:43) Guest introduction: Noha Samara (04:20) Celebrating teachers and their impact (08:45) Noha's professional journey (13:23) Challenges and trends in supply chain planning (18:03) Best practices for 2026 supply chain planning (26:55) The evolution of CPFR and ecosystem collaboration (27:43) The impact of COVID-19 on supply chain visibility (30:39) Defining a deliberate role for AI in supply chain (37:17) The importance of people in supply chain transformation (43:08) Insights from the Supply Chain Planning Summit (48:37) Final thoughts and takeawaysResources:Connect with Noha Samara: https://www.linkedin.com/in/noha-samara-4864863/ Connect with Mike Griswold: https://www.linkedin.com/in/mike-griswold-6a68922/Learn more about Gartner: https://www.gartner.com/enConnect with Scott Luton: https://www.linkedin.com/in/scottwindonluton/Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkWEBINAR- Inside the Cargo Theft Surge: Insights...

PREVIEW — Gordon G. Chang — American Enterprise in China: Frustration and the Shift to Supply Webs. John Batchelor and Chang discuss American enterprises encountering significant market opportunities in China but experiencing persistent disappointment, frustration, and strategic retreat due to China's "pirate stance" on intellectual property protection. American businesses, though historically overly optimistic regarding trade expansion trends, are systematically developing alternative sourcing arrangements—constructing "supply webs" rather than centralized supply chains—as they confront the serious, escalating trade friction and intellectual property theft. 1918 PEKING UNIVERSITY