Podcasts about Supply

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    Best podcasts about Supply

    Show all podcasts related to supply

    Latest podcast episodes about Supply

    Kendall And Casey Podcast
    November home sales struggle as supply stalls

    Kendall And Casey Podcast

    Play Episode Listen Later Dec 22, 2025 5:05 Transcription Available


    See omnystudio.com/listener for privacy information.

    Theory 2 Action Podcast
    MM#450--The Night the US Civil War Was Lost

    Theory 2 Action Podcast

    Play Episode Listen Later Dec 21, 2025 24:25 Transcription Available


    FAN MAIL--We would love YOUR feedback--Send us a Text MessageOne audacious night on the Mississippi may have decided the Civil War. We dive into the capture of New Orleans in 1862 and show how Farragut's risky run past Forts Jackson and St. Philip didn't just seize a city—it fractured the Confederacy's map, gutted its finances, and reshaped the war's momentum. New Orleans wasn't just a symbol; it was the South's engine: the largest population center, a world-class port, a shipbuilding hub, and the gateway for cotton exports and foreign credit.We unpack why the Crescent City mattered so much and how the Confederate high command miscalculated the threat. As Grant pressed from Tennessee, Richmond drained New Orleans of troops to defend Corinth's rail hub, leaving the Gulf approach weak and the river poorly protected. The real heartbreak lies with the unfinished ironclads—CSS Louisiana and the CSS Mississippi. Union officers later admitted that a battle-ready Louisiana in the narrow channel could have ravaged Farragut's wooden fleet. Timing, not just technology, proved decisive.From Porter's mortar bombardment to Farragut's pre-dawn dash, the action was fast and consequential. When New Orleans fell, the Union claimed the river's mouth and effectively split the South. The ripple effects were brutal: cotton exports collapsed, international credit evaporated, and inflation surged as the Confederate government printed unbacked money. Supply lines from Texas, Arkansas, and Louisiana withered, starving armies and cities of food, salt, and matériel. We also explore the powerful counterfactual: if New Orleans had held—its shipyards humming, ports reopened, and ironclads unleashed—European recognition might have become more than a dream.If you're ready to rethink where the war's true turning point lies, this story delivers a sharper lens on strategy, logistics, and the cost of misjudgment. Listen, share with a history-loving friend, and leave a review to tell us: was the war really lost on the night New Orleans fell?Key Points from the Episode:• New Orleans as the South's economic engine and largest port• A divided city with weak support for secession among voters• The Anaconda Plan's focus on the Mississippi River• Confederate misread of the threat and troop shifts to Corinth• Unfinished ironclads Louisiana and Mississippi as lost opportunities• Porter's mortar bombardment and Farragut's breakthrough• Strategic split of the Confederacy after the city falls• Financial shock: lost exports, credit, and spiraling inflation• Logistics cutoffs from the western breadbasket and long-term effects• Counterfactuals showing how completion of ironclads could change outcomesOther resources: Want to leave a review? Click here, and if we earned a five-star review from you **high five and knuckle bumps**, we appreciate it greatly!

    The John Batchelor Show
    S8 Ep212: CONGRESSIONAL SPENDING AND THE REVERSE MIDAS TOUCH Colleagues Dave Hebert and Peter Earle. Hebert and Earle argue that Congressional spending exacerbates problems in education and healthcare by subsidizing demand while restricting supply through

    The John Batchelor Show

    Play Episode Listen Later Dec 19, 2025 10:50


    CONGRESSIONAL SPENDING AND THE REVERSE MIDAS TOUCH Colleagues Dave Hebert and Peter Earle. Hebert and Earle argue that Congressional spending exacerbates problems in education and healthcare by subsidizing demand while restricting supply through regulations. They contend politicians prefer "showy" supply-side interventions, like drug busts, over effective policies because the politics of appearing effective outweigh the economics of actual affordability. NUMBER 16 1936 FDR

    The Hardware Unboxed Podcast
    Nvidia to Drastically Cut GPU Supply!?

    The Hardware Unboxed Podcast

    Play Episode Listen Later Dec 19, 2025 73:30


    Episode 93: A rumor and news episode to round out 2025. We chat a bit more about 9850X3D expectations, the current and future state of Intel CPUs following some 225F testing, Nvidia cutting GPU supply, potential new GPUs and Steve kills some hardware.CHAPTERS00:00 - Intro02:33 - More Thoughts on the 9850X3D06:13 - Where is Intel at With Their CPUs?24:42 - Nvidia Cutting GPU Supply?37:38 - AMD Launches Radeon RX 9060 XT LP43:22 - More Intel Arc B770 Rumors49:12 - Updates From Our Boring LivesSUBSCRIBE TO THE PODCASTAudio: https://shows.acast.com/the-hardware-unboxed-podcastVideo: https://www.youtube.com/channel/UCqT8Vb3jweH6_tj2SarErfwSUPPORT US DIRECTLYPatreon: https://www.patreon.com/hardwareunboxedLINKSYouTube: https://www.youtube.com/@Hardwareunboxed/Twitter: https://twitter.com/HardwareUnboxedBluesky: https://bsky.app/profile/hardwareunboxed.bsky.social Hosted on Acast. See acast.com/privacy for more information.

    Second Request
    “Capital Crunch” and the U.S. Housing Supply Crisis (with Laurel Kilgour)

    Second Request

    Play Episode Listen Later Dec 19, 2025 65:02


    For decades the amount of small homebuilders in the United States has been dwindling. One reason is the shuttering of local financial networks. Today on Second Request, Executive Editor Teddy Downey sits down with Laurel Kilgour Policy Director at the American Economic Liberties Project (AELP) to discuss the findings of Kilgour's recent report Capital Crunch: How the Fall of Local Finance and the Rise of Shareholder Primacy Warped Single-Family Homebuilding in America — And What to Do About It. Follow The Capitol Forum on X, Bluesky or Linkedin.Read Laurel Kilgour's paper here.

    The Muni 360 Podcast from New York Life Investments

    Many street estimates are expecting 2026 to be in the $600 billion range Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    RealAgriculture's Podcasts
    Ag Policy Connection: Challenging the future of supply management, with Greg Meredith

    RealAgriculture's Podcasts

    Play Episode Listen Later Dec 19, 2025 60:04


    Supply management has long provided price stability and income predictability for Canadian dairy and poultry producers, but its sustainability is under growing pressure. That’s the message from Greg Meredith, a retired senior civil servant who served in both federal and provincial agriculture ministries, in a new episode of the Ag Policy Connection podcast. In this... Read More

    DeFi Slate
    Stablecoins in 2025: The Breakout Year In Review (And What Comes Next...)

    DeFi Slate

    Play Episode Listen Later Dec 19, 2025 52:25


    Stablecoins led one of the most important years in crypto progress. Supply surged. Yield went onchain. Tokenization exploded. Now, a handful of protocols started to separate themselves from the rest.In this episode, the StableWatch team breaks down what actually happened in stablecoins this year, why growth accelerated so fast, and which yield-bearing models we think matter heading into next year.We review the data, apply numbers to narratives, and make clear predictions for 2026 across yield, RWAs, and onchain credit.We discuss:• How yieldcoins grew from $7B to $22B+ • Which models are winning: Ethena, Sky, Maple, Ondo, Securitize (And why...)• Why Sky's yield compressed while Ethena surged• How tokenization quietly became one of crypto's strongest narratives• RWAs, onchain credit, and where real demand is coming from• Why DeFi benefits when risk-free rates fallTimestamps:00:00 Intro00:36 The Stablecoin Shift03:23 How StableWatch Started07:42 2025 Review: $75.8B → $228B12:27 Sky vs Ethena: Winners & Losers16:57 Haliday Ad InfiniFi Ad Yeet Ad19:27 Why Stablecoins Track Crypto Markets24:09 RWAs, Credit & Tokenization28:47 Why Risk-Free Rates Matter30:47 Kalshi Ad Trezor Ad Hibachi Ad35:47 2026 Predictions: Who Wins Next42:38 Rate Cuts & the Next DeFi Boom49:51 StableWatch's Vision for 2026Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

    The Morning Show
    Milking the Tension: Carney Pushes Back on U.S. Dairy Demands

    The Morning Show

    Play Episode Listen Later Dec 19, 2025 9:50


    Greg Brady spoke with Dr. Sylvain Charlebois, “The Food Professor”, Senior Director of the AGRI-FOOD ANALYTICS LAB at Dalhousie University about Supply management 'not on the table,' says Carney as U.S. bent on changing dairy rules. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Big Ideas in Supply Chain
    Where will AI make the greatest impact?

    Big Ideas in Supply Chain

    Play Episode Listen Later Dec 19, 2025 13:58


    AI has promised to transform nearly every industry, but it's hit some obstacles along the way. Reports of canceled projects and costly implementations have some wondering whether AI's promise lives up to its hype. In this episode, we'll explore one area where AI implementation is accelerating: supply chain. We speak with Bob Ferrari, Managing Director, The Ferrari Consulting and Research Group, about how supply chains are using AI now and planning for the future. We're also joined by Oliver Sawbridge, Senior Manager, Trade and Geopolitics at The Economist Group, who shares what over 800 supply chain leaders are saying about how AI is transforming their businesses. We'll cover what makes AI in supply chain unique, how companies are investing, and what weak spots still linger.  Guests: Bob Ferrari, Managing Director, The Ferrari Consulting and Research GroupOliver Sawbridge, Senior Manager, Trade and Geopolitics, The Economist Group  Articles mentioned and additional resources:Supply chain's big bet on AI for geopolitical resilience – Economist Impact, sponsored by KinaxisHomepage - The Ferrari Consulting and Research GroupSupply Chain Matters – The Ferrari Consulting and Research GroupAI project failure rates are on the rise: report – CIO DiveIBM Report: 13% Of Organizations Reported Breaches Of AI Models Or Applications, 97% Of Which Reported Lacking Proper AI Access Controls – IBM NewsroomWoods Hole and Matson Test Out Real-Time Whale Detection System – The Maritime Executive  Credits: Production by Josh CaldwellAdditional support from Carlos Gama and Suhas Sreedhar. Kinaxis is a global leader in modern supply chain management. Our software is trusted by global brands in every industry to provide the agility and predictability needed to navigate today's volatility and disruption. For more news and information, please visit kinaxis.com or follow us on LinkedIn.

    Toronto Today with Greg Brady
    Milking the Tension: Carney Pushes Back on U.S. Dairy Demands

    Toronto Today with Greg Brady

    Play Episode Listen Later Dec 19, 2025 9:50


    Greg Brady spoke with Dr. Sylvain Charlebois, “The Food Professor”, Senior Director of the AGRI-FOOD ANALYTICS LAB at Dalhousie University about Supply management 'not on the table,' says Carney as U.S. bent on changing dairy rules. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Grit 'n' Grace: Good Girls Breaking Bad Rules
    Ep. #301: Give Your "Widow's Mite" & Trust God to Supply His Might

    Grit 'n' Grace: Good Girls Breaking Bad Rules

    Play Episode Listen Later Dec 18, 2025 36:20


    Some adventures do more than stretch us — they transform us. And today, Pam Watts is back in the guest co-host seat to share with us what God revealed during and after the experience she was still preparing for the last time we talked. What began as doing something fun for something good became something sacred — reshaping her understanding of excellence, identity, rest, and God's power at work through human weakness.In our conversation, we explore: A different definition of excellence The gift of doing hard things in community How offering our “widow's mite” opens the door to experiencing God's might If you're in a season of saying your own faith-based YOUR — or in the reflective time that comes after—this conversation is rich with clarity, insight, and wisdom. Links & Resources mentioned: Check out Pam's website: Faith-First Family Activity Coaching https://pamwatts.com/ Take the "Am I a Highly Sensitive Person?" Self-Quiz https://CheriGregory.com/hspquiz/ Learn about the "Write Beside You" Unlimited Coaching Program and “Clarity with Your Calling” Mastermind with Cheri https://sensitiveandstrongbook.com/wby-unlimited-coaching-program/ http://sensitiveandstrongbook.com/clarity-in-your-calling-mastermind Chapters (00:00:00) - Grit and Grace(00:01:04) - Grit and Grace: When Life Feels Too Comfortable(00:03:49) - The Cast of 'Hamilton'(00:05:48) - HSPs at the Halloween Parade(00:06:48) - Adam Levine on His Performance(00:08:50) - Pamela's All That Was Enough(00:12:08) - The Wig Incident(00:15:38) - How to Read Your Relationships(00:16:11) - The Community That Helped Me Perform(00:21:27) - The One-Step Less Alone(00:23:46) - Pamela on Rest and Recovery(00:30:02) - The Dance of No Expectation(00:33:05) - Give Your Widow's Might

    STR Data Labâ„¢ by AirDNA
    2026 STR Outlook: Growth, Risks, and Opportunities

    STR Data Labâ„¢ by AirDNA

    Play Episode Listen Later Dec 18, 2025 40:52


    What happens when supply finally stabilizes, demand shifts gears, and the global economy refuses to follow the script? In this year-end Outlook episode, AirDNA Chief Economist Jamie Lane sits down with Bram Gallagher to break down what actually happened in 2025 — and what STR hosts and property managers should prepare for in 2026.Together, they revisit last year's predictions on supply growth, occupancy, and pricing, grading where the industry hit the mark (and where reality surprised us). The conversation then looks forward, unpacking how macroeconomic forces — from inflation and interest rates to housing affordability and global travel trends — are shaping the next phase of the short-term rental market.The takeaway? 2026 may not be a breakout year, but it's a pivotal one. With supply re-accelerating, demand patterns evolving, and events like the World Cup looming large, this episode offers a grounded, data-backed roadmap for navigating what's ahead — especially for operators who are thinking strategically rather than reactively.You don't want to miss this episode!Key Takeaways for STR Hosts & OperatorsSupply has bottomed — and it's coming back. After slowing sharply in 2025, supply is expected to re-accelerate in 2026, especially in resort and suburban markets.Occupancy may soften slightly before rebounding. Supply could outpace demand in the short term, leading to modest occupancy pressure before conditions rebalance in 2027.Pricing power remains limited but stable. ADR growth should improve modestly, though most existing listings will need to hold rates steady rather than push aggressive increases.International demand is an X-factor. The 2026 World Cup could drive record inbound travel — but policy and sentiment will play a major role in how big that impact is.Experienced operators have the advantage. The next wave of supply growth is likely driven by more professional, intentional investors — raising the bar for performance and operations.Sign up for AirDNA for FREE

    CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax

    The biggest risk in multifamily right now isn't oversupply, it's misunderstanding the data. Jay Parsons joins CRE Exchange to discuss where public housing datasets fall short, why headline narratives around supply, rents, and defaults spread so quickly, and how investors should interpret conflicting signals as the market moves into its next phase. Key moments01:09 Jay Parsons' background and career02:26 Evolving perspectives in rental housing05:17 Supply and demand dynamics in multifamily housing08:40 Demographic trends and housing preferences11:36 Cost pressures and operational challenges15:09 Interest rates and multifamily market impact20:22 Affordability and nuances in rental housing23:27 Historical context of housing affordability25:00 Potential solutions to housing affordability26:14 The role of GSEs in the housing market28:51 Public vs. private data in housing37:00 Misconceptions and myths in housing40:50 Challenges in data collection and market segments Resources mentionedJay Parsons: https://jayparsons.com/The Rent Roll: https://podcasts.apple.com/us/podcast/the-rent-roll-with-jay-parsons/id1770512765Email us: altusresearch@altusgroup.comThanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property

    Ransquawk Rundown, Daily Podcast
    EU Market Open: European equities futures point to an uneventful open ahead of a flurry of rate decisions, which include the BoE and ECB

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Dec 18, 2025 3:17


    APAC stocks were mostly lower following on from the tech-led selling stateside and ahead of US inflation data and a slew of upcoming central bank decisions.US President Trump's primetime address to the nation made no mention of a US blockade against Venezuela or Russian sanctions.US President Trump said he will soon announce the next Fed chair and that the new Fed chair will believe in lowering interest rates by a lot.US equity futures traded rangebound with little reaction seen following President Trump's primetime address and as participants awaited US CPI data.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 futures U/C after the cash market closed with losses of 0.6% on Wednesday.Looking ahead, highlights include US CPI (Nov), Jobless Claims (w/e 13 Dec), Philly Fed (Dec), Japanese CPI (Nov), NZ Trade Balance (Nov), ECB Announcement, BoE Announcement, Norges Bank Announcement, Riksbank Announcement, CNB Announcement, Banxico Announcement. Speakers include Norges Bank's Bache, Riksbank's Thedeen, ECB's Lagarde & BoE's Bailey, Supply from US, Earnings from Carnival, Nike & FedEx.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    Ransquawk Rundown, Daily Podcast
    US Market Open: US equities set to rebound following Wednesday's tech-led selloff; Markets await US CPI and rate announcements by the BoE and ECB

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Dec 18, 2025 2:58


    US President Trump said he will soon announce the next Fed chair and that the new Fed chair will believe in lowering interest rates by a lot.European bourses are mostly firmer; US equity futures also gain, with mild outperformance in the NQ.DXY is slightly firmer as traders await US CPI; GBP underperforms a touch ahead of the BoE, EUR awaits the ECB.Fixed income grinds higher; Bunds saw some modest downticks after Germany's DFA announced their 2026 issuance plan, which came in slightly above analyst expectations.Crude complex was initially firmer but now hovering just above the unchanged mark, as Trump avoided mentioning Venezuela/Russia in his primetime address.Looking ahead, highlights include US CPI (Nov), Jobless Claims (w/e 13 Dec), Philly Fed (Dec), Japanese CPI (Nov), NZ Trade Balance (Nov), ECB Announcement, BoE Announcement, CNB Announcement, Banxico Announcement. Speakers include ECB's Lagarde & BoE's Bailey, Supply from US, Earnings from Carnival, Nike & FedEx.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    Dial P for Procurement
    Incoming! 10 Supply Chain Predictions for 2026

    Dial P for Procurement

    Play Episode Listen Later Dec 18, 2025 19:24


    'Tis the season… for making supply chain predictions. Given how volatile 2025 was, anyone willing to share their opinions about the coming year deserves an award for courage.  In this episode of Art of Supply, the last of 2025, Kelly Barner shares her curated list of picks for the most compelling 2026 supply chain predictions, not ranked in any particular order, and with no guarantees for how likely they are to come true. These predictions suggest that: Localization, automation, and resilience will keep colliding with reality, not hype Decision-making will stay fast, data will stay late, and companies will learn to live with the gap Rising costs and tighter oversight (from freight to cyber risk to returns) will force uncomfortable tradeoffs Government influence on supply chains isn't fading, it's expanding in new and unexpected ways Links: Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement  

    Energy News Beat Podcast
    Venezuela Isn't Escalation - It's Supply Managment - DRW

    Energy News Beat Podcast

    Play Episode Listen Later Dec 18, 2025 16:29


    What a week in the oil and gas markets. We have Dark Fleet Tankers over the weekend rolling up on Venezuela to be filled up, and Michael Tanner and Stu Turley talked about it on the Sunday release of the Energy News Beat Stand Up. Stu points out that President Trump needs to pay attention, as if he does not enforce the sanctions, we might as well ignore OPEC and the pricing models.Sure enough, on Tuesday, President Trump rolls out the blockade, and DRW on The Hot Take of the Day has a great article on his Substack. Stu has reached out to get him scheduled for another interview.Throw on a good Gavin Newsom problem this week with Oregon, Washington, and more refineries, and we have a wild ride forming up like a thunderstorm in Q1 2026.1. The situation in Venezuela and the potential impact on oil supply and prices. Stu discusses how the U.S. actions against Venezuela could affect global oil markets.2. The possibility of an upcoming commodity bull run, particularly in the oil market. Stu cites an article suggesting that oil could be the next commodity to see a major price increase.3. The tensions between global energy companies like ExxonMobil and European regulations, with Stu discussing how stricter EU policies could prompt ExxonMobil to exit the European market.4. The importance of energy infrastructure projects like the Western Gateway Pipeline to ensure energy security on the U.S. West Coast.5. New regulations in New York requiring greenhouse gas reporting, which the host suggests could lead to oil and gas companies leaving the state.6. The progress on the Alaska LNG pipeline project, which the host sees as a positive development for U.S. energy exports.Time Stamps:01:10 DRW talks about Venezuela Oil and Chris Wright03:17 ExxonMobil and Chevron to benefit03:50 Is President Trump's team listening to Energy News Beat04:45 Will Oil be the next in the commodity markets? 06:01 The EU's worst legislation ever08:00 Phillips 66 Pipeline to the West - Could be a help to California in a few years10:20 New York Needs to Learn from the EU - New Climate Regulations12:25 Alaska LNG gets green lightsBuckle up, we are in for a wild 2026.Stories Covered in the Stand UP1. Venezuela Isn't Escalation — It's Supply Management2. Will Oil Be the Next in the Commodity Bull Run?3 .The EU's Worst Piece of Legislation, According to an Exxon Top Executive May Force Exxon Out of the EU4 .Phillips 66 Sees an Opportunity to Supply the West Coast with the Western Gateway Pipeline: A National Security Imperative5. New York Releases Regulation Requiring Mandatory GHG Reporting for Large Emitters from 20276. Alaska LNG Pipeline Gets Final Approvals Ahead of ScheduleCheck out the full Transcript on https://energynewsbeat.co/and https://theenergynewsbeat.substack.com/

    PROPERTY LEGENDS with novak properties
    EP. 1579 MASSIVE GROWTH FOR UNITS ARE ON HORIZON

    PROPERTY LEGENDS with novak properties

    Play Episode Listen Later Dec 18, 2025 13:45


    "Quote this now: By 2026, Sydney units will boom."

    The KT Temple Real Estate Podcast
    Episode 115: Rate Cuts Won't Save Housing: Rate Cuts, Supply Shortages, and the Real Problem

    The KT Temple Real Estate Podcast

    Play Episode Listen Later Dec 17, 2025 18:51


    Supply Chain Careers Podcast
    2025 to 2026 Supply Chain Talent, Technology, and Career Outlook

    Supply Chain Careers Podcast

    Play Episode Listen Later Dec 17, 2025 46:29


    As supply chain leaders and professionals look ahead to 2026, one reality remains unchanged. Supply chains still exist to move, make, store, and deliver the goods and services people rely on every day. Food must be produced and distributed. Energy demand continues to rise. Products still need to move from suppliers to manufacturers to customers.What has changed is the level of complexity required to manage those flows effectively.In this episode of the Supply Chain Career Catalyst podcast, Rodney Apple, Chris Gaffney, and Mike Ogle discuss the forces shaping supply chain careers today. Their conversation spans technology adoption, skills gaps, labor market shifts, risk management, and what both employers and professionals must do to remain competitive in an increasingly uncertain environment.Need help hiring top talent? Engage SCM Talent Group, a supply chain recruiting & executive search firm that specializes in your hiring needs: Continuous Improvement Engineering Inventory Planning Logistics & Transportation Manufacturing Operations Robotics Sales & Business Development S&OP Strategic Sourcing & Procurement Supply Chain Management Technology & Automation Warehousing

    Ransquawk Rundown, Daily Podcast
    US Market Open: Crude benchmarks higher following a report on new Russian energy sanctions; Markets await an address by President Trump

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Dec 17, 2025 3:29


    US President Trump is to give an address to the nation on Wednesday night, live from the White House at 21:00EST (02:00GMT Thursday). White House Press Secretary said that Trump's address will be about accomplishments, while he will talk about what's to come and maybe tease new year policies.European bourses are mostly stronger this morning, with US equity futures also posting modest upside.DXY is firmer, the GBP has been hit after the UK's cooler-than-expected inflation report, which near-enough cements a BoE cut this week.Gilts outperform on the UK's data whilst USTs hold a downward bias.Crude benchmarks reverse Tuesday's losses following the blockade of Venezuelan oil tankers and reports of new Russian energy sanctions if Russia rejects the peace deal; XAU and Copper trading with slight gains.Looking ahead, highlights include Fed's Waller, Williams & Bostic, Supply from US, Earnings from Micron, New Zealand GDP (Q3).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    Ransquawk Rundown, Daily Podcast
    EU Market Open: European equity futures point to a slightly firmer open; US threatens to retaliate against EU companies over digital tax

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Dec 17, 2025 3:24


    US President Trump is to give an address to the nation on Wednesday night, live from the White House at 21:00EST (02:00GMT Thursday). White House Press Secretary said that Trump's address will be about accomplishments, while he will talk about what's to come and maybe tease new year policies.US threatened to retaliate against EU companies over digital tax, while it will use 'every tool' to counter the EU digital tax and may consider fees and foreign services restrictions.US House China Panel wrote a letter to US Commerce Secretary Lutnick, stating that NVIDIA (NVDA) H200 chip sales to China risk US' advantage.US President Trump announced a blockade of sanctioned oil tankers entering and leaving Venezuela.APAC stocks were indecisive for most of the session; European equity futures indicate a slightly firmer cash market open with Euro Stoxx 50 futures up 0.1% after the cash market closed with losses of 0.6% on Tuesday.Looking ahead, highlights include UK Inflation (Nov), German Ifo Survey (Dec), EZ CPI Final (Nov), NZD GDP (Q3), Speakers including Fed's Waller, Williams & Bostic, Supply from US, Earnings from Micron.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    Off The Wall
    What Investors Asked: Predictions, Bitcoin, and Gold

    Off The Wall

    Play Episode Listen Later Dec 16, 2025 37:08


    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 

    The Morning Agenda
    Pa. ramps up tuberculosis prevention. And UPMC bolsters Pa.'s rural doctor supply.

    The Morning Agenda

    Play Episode Listen Later Dec 16, 2025 7:20


    The recently passed Pennsylvania state budget includes more money for tuberculosis prevention efforts in the Commonwealth. Federal data show cases of TB steadily rising nationally after nearly three decades of decline. The University of Pittsburgh Medical Center is establishing a rural residency program in an effort to bolster the rural doctor workforce. Here’s how it works: Residents start at UPMC Williamsport before transferring to either UPMC Wellsboro or UPMC Cole in Coudersport. Both locations are in Pennsylvania’s northern tier known as the Pennsylvania Wilds region. In Cumberland County, an 80-year-old woman was found dead after a house fire early Sunday morning, according to the Cumberland County Coroner's Office. State officials discovered a month's worth of mail wasn't sent by a government-contracted mail house over the past month. The backlog of mail totals 3.4 million letters, including notices of SNAP eligibility and health benefit information, as well as driver’s license and vehicle registration renewal invitations from PennDOT. Pennsylvania lawmakers could end the year with the lowest number of new laws in at least a decade. That's due to split government, heightened partisanship, and the concentration of power in the hands of legislative leaders, according to reporting by our partners at Spotlight PA. Sunday marked the beginning of Hanukkah. The city of Lancaster and the Jewish Community Alliance of Lancaster hosted a menorah lighting in Penn Square. Did you know that if every sustaining circle member gives as little as $12 more a month, we'd close the gap caused by federal funding cuts? Increase your gift at https://witf.org/increase or become a new Sustaining Circle member at www.witf.org/givenow.Support WITF: https://www.witf.org/support/give-now/See omnystudio.com/listener for privacy information.

    Ransquawk Rundown, Daily Podcast
    EU Market Open: NQ continues to be pressured, dragging global equities lower; Markets await US jobs reports and global flash PMIs

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Dec 16, 2025 3:12


    APAC stocks were mostly lower after the weak lead from Wall Street, as the tech-related pressure rolled over into the region; Nikkei 225 fell beneath the 50,000 level amid a firmer currency.China Securities Times commentary noted that China should set a positive yet 'pragmatic' 2026 GDP growth target with leeway, while researchers are said to be divided between an around 5% or 4.5%-5.0% growth target for 2026.US President Trump said they are looking into whether Israel violated the ceasefire by killing a Hamas leader; Ukrainian President Zelensky said there was still no ideal peace plan as of now.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.7% after the cash market closed with gains of 0.6% on Monday.Looking ahead, highlights include UK Jobs Report (Oct), EZ/UK/US Flash PMIs (Dec), German ZEW Survey (Dec), Japanese Trade Balance (Nov), US Average Weekly Prelim Estimate ADP (4-week, w/e 29 Nov), Non-Farm Payrolls (Oct), Jobs Report (Nov), Retail Sales (Oct), Business Inventories (Sep), NBH Announcement, Comments from BoC's Macklem, Supply from UK.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    The Crop Science Podcast Show
    Jonathan LaPorte: Grain Market Trends | Ep. 105

    The Crop Science Podcast Show

    Play Episode Listen Later Dec 16, 2025 31:02


    In this episode of The Crop Science Podcast Show, Jonathan LaPorte, Farm Business Management Educator at Michigan State University Extension, explains how growers can better navigate commodity market volatility. He outlines current market trends, shares crop pricing strategies, and breaks down the role of crop insurance in risk mitigation. Gain practical tips to strengthen your marketing plan. Listen now on all major platforms!“Grain marketers succeed when they simplify decisions and relate to the producer's reality.”Meet the guest: Jonathan LaPorte serves as a Farm Business Management Educator with Michigan State University Extension. With experience ranging from USDA lending to agronomy sales, his work focuses on production economics, commodity marketing, and risk management strategies for the crop industry.Liked this one? Don't stop now — Here's what we think you'll love!What you will learn:(00:00) Highlight(00:45) Introduction(01:17) Guest background(06:52) Commodity market updates(12:09) Global trade pressures(15:18) Supply and demand impacts(19:39) Building marketing plans(25:15) Final three questionsThe Crop Science Podcast Show is trusted and supported by innovative companies like:- KWS

    Schools Of Excellence Podcast
    264. The Hidden Costs Draining Your School: How One Leader Cut Supply Spending by 50%

    Schools Of Excellence Podcast

    Play Episode Listen Later Dec 15, 2025 13:03


    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

    The Digital Supply Chain podcast
    Supply Chain Resilience Starts With Freight

    The Digital Supply Chain podcast

    Play Episode Listen Later Dec 15, 2025 37:03 Transcription Available


    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.

    Growing Harvest Ag Network
    Afternoon Ag News, December 15, 2025: A look at soybean use and supply

    Growing Harvest Ag Network

    Play Episode Listen Later Dec 15, 2025 2:25


    World Agricultural Outlook Board Chair Mark Jekanowski provides details from both the domestic and global soybean supply and demand estimates for this month. USDA Radio NewslineSee omnystudio.com/listener for privacy information.

    Joy Stephen's Canada Immigration Podcast
    Targeted immigration measures to boost Canada's supply of doctors, released by on December 8 2025

    Joy Stephen's Canada Immigration Podcast

    Play Episode Listen Later Dec 15, 2025 2:21


    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

    Healthcare Supply Chain Best Practices Podcast
    Podcast 96 - One Multi-Site Health System's Transformative Journey to Optimize Their Inventory with Electronic Shelf Labels (ESL)

    Healthcare Supply Chain Best Practices Podcast

    Play Episode Listen Later Dec 14, 2025 25:49


    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.

    The John Batchelor Show
    S8 Ep179: 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

    The John Batchelor Show

    Play Episode Listen Later Dec 12, 2025 1:50


    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.

    The Lion Week in Review
    America Snags A Venezuelan Tanker

    The Lion Week in Review

    Play Episode Listen Later Dec 12, 2025 27:30


    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

    BTC Sessions
    Cathie Wood JUST Confirmed 4 Year Bitcoin Cycle DEAD — “Major Supply SQUEEZE Incoming”

    BTC Sessions

    Play Episode Listen Later Dec 11, 2025 91:42


    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

    Change Your Thinking, Change Your Life
    Supply for Every Demand

    Change Your Thinking, Change Your Life

    Play Episode Listen Later Dec 11, 2025 19:49


    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

    TD Ameritrade Network
    2026 Oil Will See ‘Good Demand, Better Supply', Price to $50 Before $70

    TD Ameritrade Network

    Play Episode Listen Later Dec 11, 2025 6:51


    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

    Multifamily Marketwatch
    Portland's Pause: Cooling Rents, Unspent Funds, and the Supply Hangover

    Multifamily Marketwatch

    Play Episode Listen Later Dec 11, 2025 5:53


    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. 

    Ransquawk Rundown, Daily Podcast
    EU Market Open: European equity futures point to a softer open; FOMC cut rates by 25bps with a more dovish vote split than expected

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Dec 11, 2025 2:56


    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

    Ransquawk Rundown, Daily Podcast
    US Market Open: NQ underperforming following ORCL earnings; DXY steady after FOMC selloff

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Dec 11, 2025 2:48


    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

    Dial P for Procurement
    Reshoring Success at GE Appliances Shaded by Tariff Fraud Allegations

    Dial P for Procurement

    Play Episode Listen Later Dec 11, 2025 21:07


    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  

    Afford Anything
    Should You Ever Get a 50 Year Mortgage? — with Dr. Karsten Jeske

    Afford Anything

    Play Episode Listen Later Dec 10, 2025 63:39


    #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

    Let's Talk Supply Chain
    509: Women In Supply Chain™, Nermine Saad

    Let's Talk Supply Chain

    Play Episode Listen Later Dec 10, 2025 38:25


    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.

    Ransquawk Rundown, Daily Podcast
    EU Market Open: European equities point to a slightly weaker open ahead of BoC and FOMC rate announcements

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Dec 10, 2025 3:36


    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

    The Real Estate Crowdfunding Show - DEAL TIME!

    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

    Clean Power Hour
    America Crushes 40GW Storage Goal Set in 2017: Supply Can't Keep Up

    Clean Power Hour

    Play Episode Listen Later Dec 9, 2025 52:51 Transcription Available


    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

    Green Acres Garden Podcast
    Houseplant Essentials: What to Grow and How to Care for It

    Green Acres Garden Podcast

    Play Episode Listen Later Dec 9, 2025 28:42


    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.

    The John Batchelor Show
    S8 Ep169: 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

    The John Batchelor Show

    Play Episode Listen Later Dec 7, 2025 9:16


    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.

    Multipolarista
    This is the US empire's new strategy for global dominance

    Multipolarista

    Play Episode Listen Later Dec 7, 2025 69:03


    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