Podcasts about Turnaround

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Best podcasts about Turnaround

Show all podcasts related to turnaround

Latest podcast episodes about Turnaround

OTB Football
Parrott's Hat-Trick, Ireland's World Cup Qualifying Campaign Turn-around | OFF THE BALL BREAKFAST

OTB Football

Play Episode Listen Later Nov 17, 2025 46:04


Ger Gilroy is joined by Colm Boohig and Arthur O'Dea to bring you the reaction after yesterday's drama which saw Troy Parrott write his name into the Irish Sporting history books, scoring a hat-trick including a 96th minute winner for Ireland against Hungary in Budapest that sent Heimir Hallgrimsson's men to the World Cup Play-offs in March Catch The Off The Ball Breakfast show LIVE weekday mornings from 7:30am or just search for Off The Ball Breakfast and get the podcast on the Off The Ball app.SUBSCRIBE at OffTheBall.com/join

Highlights from Off The Ball
Parrott's Hat-Trick, Ireland's World Cup Qualifying Campaign Turn-around | OFF THE BALL BREAKFAST

Highlights from Off The Ball

Play Episode Listen Later Nov 17, 2025 46:04


Ger Gilroy is joined by Colm Boohig and Arthur O'Dea to bring you the reaction after yesterday's drama which saw Troy Parrott write his name into the Irish Sporting history books, scoring a hat-trick including a 96th minute winner for Ireland against Hungary in Budapest that sent Heimir Hallgrimsson's men to the World Cup Play-offs in March Catch The Off The Ball Breakfast show LIVE weekday mornings from 7:30am or just search for Off The Ball Breakfast and get the podcast on the Off The Ball app.SUBSCRIBE at OffTheBall.com/join

Weekend Shows
HR 1 NFL Football Sunday - Pats having one of the greatest turnarounds

Weekend Shows

Play Episode Listen Later Nov 16, 2025 43:33


Hour 1 - Arcand, Ted, Scheim. and Mego react to the Pats last two wins. Has Henderson earned the starting job and Ted makes a bold claim about Drake Maye.

Hidden Returns - Der Small Cap Aktien Podcast
#73 - Updates zu Leatt ($LEAT), Iridex ($IRIX), Intelligent Monitoring ($IMB.AX) & Now Vertical ($NOW.V)

Hidden Returns - Der Small Cap Aktien Podcast

Play Episode Listen Later Nov 16, 2025 209:51


Bei Hidden Returns dreht sich alles um die kleinen Aktien dieser Welt. Egal, ob es sich um Nano-, Micro- oder Small-Cap-Aktien handelt, Christian wagt sich mit seinen Co-Hosts an komplexe Analysen und Berichte zu Unternehmen, die niemand kennt.#73 - Updates zu Leatt ($LEAT), Iridex ($IRIX), Intelligent Monitoring ($IMB.AX) & Now Vertical ($NOW.V) In der längsten Folge der bisherigen Podcast-Historie geben wir euch ausführliche Updates zu vier Unternehmen, die kürzlich Zahlen berichtet haben.Den Anfang machen Sven und Christian mit Leatt Corp $LEAT. Das Unternehmen hat den erfolgreichen Turnaround mit den jüngsten Zahlen nochmal bestätigt. Wie viel Potential die Aktie von hier aus besitzt ist jetzt die relevante Frage.Die Zahle von Iridex $IRIX wurden mit Ernüchterung aufgenommen. Wir ordnen ein inwiefern das Unternehmen noch auf erfolgreichen Turnaround-Spuren wandelt. Intelligent Monitoring Group $IMB.AX scheint nun in ruhigeres Fahrwasser zu kommen, wenngleich es nach wie vor Aspekte gibt, die Erklärungsbedarf besitzen.Den Abschluss machen Hanno und Christian mit Now Vertical $NOW.V. Hier sieht vor allem Christian die Entwicklung deutlich positiver als die Kursreaktion vermuten lassen würde.⚠️ Disclaimer: Dieser Podcast ist ausschließlich zu Informations- und Unterhaltungszwecken gedachtund stellt weder eine Anlageberatung noch eine Aufforderung zum Kauf/Verkauf von Aktien dar.Weitere ausführliche Informationen hierzu unter: https://www.hiddenreturns.eu/about

The Synopsis
Briefing. CSU Head of M&A on AI, Disney's Lost Decade, Mr. Market's Bipolar Behavior

The Synopsis

Play Episode Listen Later Nov 15, 2025 23:00


This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, you can find it here.  Read the full Memo of the Week on SuperApps here  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. ~*~ You can get a free trial to AlphaSense through this link here and read 200k+ Expert Call Interviews. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Updates & Announcements (1:30)  — Financial News (4:00)  — CSU Expert Call (12:54)  — Disney's Turnaround (17:12)  — PRM Conference (18:46)  — Memo of the Week -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Steve Rosenbloom on 670 The Score
Phil Thompson describes turnaround that's been happening with Bears (Hour 1)

Steve Rosenbloom on 670 The Score

Play Episode Listen Later Nov 15, 2025 44:49


Phil Thompson describes turnaround that's been happening with Bears (Hour 1) full In the first hour, Steve Rosenbloom discussed his keys to the Bears beating the Vikings tomorrow in Minnesota. He talked with Phil Thompson of the Chicago Tribune as he discussed his takeaways from the team's turnaround so far. And he talked about 'Cardiac' Caleb Williams and his ability to take over games late to help the Bears win. 2689 Sat, 15 Nov 2025 21:00:00 +0000 Ne6ANi6YUQU6aIKuSrQLT2LtQEZnpCJl sports Steve Rosenbloom Show sports Phil Thompson describes turnaround that's been happening with Bears (Hour 1) Former Chicago Tribune writer and columnist Steve Rosenbloom brings his witty, at-times snarky sports commentary to the airwaves on Saturdays at 11 a.m. to lead a show that he and listeners affectionately call Saturday Suckage. Follow him on Twitter @SteveRosenbloom.  2024 © 2021 Audacy, Inc. Sports False https://player.a

Vikings 1st & SKOL: A Minnesota Vikings podcast
Vikings vs Bears Must-Win Clash: 2025 Turnaround? | Two Old Bloggers

Vikings 1st & SKOL: A Minnesota Vikings podcast

Play Episode Listen Later Nov 15, 2025 87:32


Two Old Bloggers Discuss Vikings' 2025 Challenges and Game Preview Against Bears—In this episode of Two Old Bloggers, host Dave addresses Darren's temporary absence due to technical difficulties and introduces the day's themes. The primary focus revolves around the Minnesota Vikings' performance and prospects for the rest of the 2025 season. The discussion begins with an analysis of the Vikings' current struggles, covering penalties, conversion on third downs, scoring issues, and lack of turnovers on defense. Dave and Darren then discuss the NFC North divisional races and potential playoff scenarios, highlighting how the Vikings could still clinch a spot. Lastly, Drew provides an in-depth look at the upcoming game against the Chicago Bears, analyzing key matchups and predicting a strong performance from the Vikings. The episode concludes with some trivia and banter among the hosts. 00:00 Introduction and Technical Difficulties 00:20 Three Themes Overview 03:28 Darren Joins the Discussion 04:34 Vikings' Playoff Hopes and Challenges 07:02 Turnovers and Penalties Analysis 16:30 NFC North Standings and Future Prospects 22:43 JJ McCarthy's Performance Compared to Josh Allen 28:14 Justin Jefferson's Effort and Accountability 35:40 Ryan Kelly's New Helmet 37:57 Inside the Numbers with Drew 50:24 Introduction to the Bears' Rushing Attack 50:54 Caleb Williams' Impact on the Bears' Rushing Game 51:47 Vikings' Strategy Against Mobile Quarterbacks 56:49 JJ McCarthy's Performance and Expectations 58:33 Vikings' Offensive and Defensive Analysis 01:03:10 Coaching and Team Discipline Issues 01:10:52 Game Predictions and Final Thoughts 01:13:31 Trivia and Closing Remarks Fan With Us! We have your Minnesota Vikings talk amongst the Two Old Bloggers, Darren @KickassblogVike, and Dave @Luft_Krigare along with our numbers guy, Drew Bunting. Join the conversation! Fan with us at Vikings 1st & SKOL @Vikings1stSKOL and with our podcast partner Fans First Sports Network @FansFirstSN and the network's NFL feed over at Pro Football Insiders @Pro_FB_Insiders. Your ultimate source for NFL insights, breaking news, and expert analysis. From draft prospects to game-day strategies, we've got the inside scoop! _______________________________________________________ ⭐️ Subscribe to us here! - https://www.youtube.com/@vikings1stskol92 ⭐️ Our X can be found at @Vikings1stSKOL ⭐️ Our Discord at https://discord.com/invite/493z6mQXcN ⭐️ At Fans First Sports Network - https://www.ffsn.app/teams/minnesota-vikings/ ⭐️ Watch the live show here: https://youtu.be/UqypQ8vbkU8 Learn more about your ad choices. Visit megaphone.fm/adchoices

Marketplace
Trump's tariff turnaround

Marketplace

Play Episode Listen Later Nov 14, 2025 25:17


The latest in President Donald Trump's trade war waffling? Tariff exemptions aimed at lowering Americans' grocery bills. Affected products could include supermarket staples, like coffee and bananas from Ecuador, Argentina, El Salvador and Guatemala. In this episode, how long it could take for shoppers and businesses to see lower prices. Plus: Work permit rollbacks fuel a janitorial workforce crunch in Texas, moviegoers shell out for IMAX screenings, and we check in with a Pennsylvania customs broker.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Marketplace All-in-One
Trump's tariff turnaround

Marketplace All-in-One

Play Episode Listen Later Nov 14, 2025 25:17


The latest in President Donald Trump's trade war waffling? Tariff exemptions aimed at lowering Americans' grocery bills. Affected products could include supermarket staples, like coffee and bananas from Ecuador, Argentina, El Salvador and Guatemala. In this episode, how long it could take for shoppers and businesses to see lower prices. Plus: Work permit rollbacks fuel a janitorial workforce crunch in Texas, moviegoers shell out for IMAX screenings, and we check in with a Pennsylvania customs broker.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Silver Screen & Roll: for Los Angeles Lakers fans
FULL: How to turn around Austin's shooting; Way-too-early trade market; Live Q&A

Silver Screen & Roll: for Los Angeles Lakers fans

Play Episode Listen Later Nov 14, 2025 66:24


Anthony discusses an aspect of Austin's game he's more concerned about than how Reaves handles athleticism, his shooting. The Lakers need to do a better job finding him some easier looks. Then, he takes a look at some struggling teams and how they might impact the trade market. Finally, he wraps with a nice, long Q&A with the live youtube audience. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

The Ken Carman Show with Anthony Lima
About Last Night: Aaron Judge beats Cal Raleigh for AL MVP; Can the Browns pull a Patriots turnaround?

The Ken Carman Show with Anthony Lima

Play Episode Listen Later Nov 14, 2025 8:19


Ken Carman and Anthony Lima take you through what you may have missed About Last Night!

The Neoliberal Podcast
The Turnaround in New Orleans's schools ft. David Osborne

The Neoliberal Podcast

Play Episode Listen Later Nov 14, 2025 50:11


The New Orleans public school system was one of the worst school systems in the country - and that was before Hurricane Katrina destroyed the city and most of the schools. So how did New Orleans schools end up succeeding just a few years later? David Osborne joins the podcast to discuss his new documentary 'Turnaround', about how New Orleans reinvented their schools.  More info at turnarounddocumentary.com To get bonus episodes, support us at patreon.com/newliberalpodcast or https://cnliberalism.org/become-a-member Got questions? Send us a note at mailbag@cnliberalism.org. Follow us at: https://twitter.com/CNLiberalism https://cnliberalism.org/   Join a local chapter at https://cnliberalism.org/become-a-member/

AJ Bell Money & Markets
No change to pension tax free cash, the FTSE 100 nears 10,000 and can Tesco's old boss turn around Diageo?

AJ Bell Money & Markets

Play Episode Listen Later Nov 14, 2025 43:57


On this episode of the AJ Bell Money and Markets podcast, Laura Suter delivers some good news on pension tax free cash after it's reported that the Chancellor won't alter allowances at the Budget. [2:10] But with a merry-go-round of speculation every year impacting savers' decisions, AJ Bell is calling for the government to take seriously its calls for a pension tax lock. As the FTSE 100 breaks more records and edges closer to the psychologically important 10,000 mark, Danni Hewson digs into what's behind this latest run of good form. Spoiler: it's not all good news. [4:40] An anticipated end to the US government shutdown has helped offset renewed nerves about an AI bubble after Softbank sold its entire stake of Nvidia. [9:32] And former Tesco boss Dave Lewis will be hoping every little can help him turn around the fortunes of drinks maker Diageo. [13:30]  Tom Sieber joins the team to talk about changes to AJ Bell's Shares magazine [16:30] With talk about potential changes to the cash ISA limit to try and get more of us to move away from cash savings and into investing, Laura's been crunching the numbers to find out exactly how investing in cash or stocks and shares compares over time [21:30]. Plus HMRC has been clamping down on benefits fraud – but they've not always been getting things right. [28:30] And our guest interview this week is a catch up with Ayush Abhijeet, Investment Director at Ashoka India Equity, who explains why returns have been a bit lacklustre over the past year and why that creates an opportunity for investors. [30:30]

Lets Go Blues Radio - St. Louis Blues Hockey Podcast
Se15, Ep7: Blues Start to Turn Around Their Season; Go 3-1-1 in Last 5

Lets Go Blues Radio - St. Louis Blues Hockey Podcast

Play Episode Listen Later Nov 13, 2025 106:26


Bill and Jeff discuss the St. Louis Blues' past week of hockey, including a Tuesday night matchup with the Calgary Flames. We also discuss some roster decisions by the Blues as an organization as a whole, assigning Logan Mailloux to the AHL Thunderbirds, calling up defenseman Hunter Skinner and signing Milan Lucic to an AHL PTO. We have Bill's Save of the Week, News & Notes Around the NHL and more! Let's Go Blues Radio is the longest-running St. Louis Blues hockey podcast, bringing fans unfiltered analysis and in-your-face commentary since 2011. Hosted by Curt Price, Bill Day and Jeff Ponder. Sponsors: Mike Burgoyne Real Estate – Check out StrikeWithMike.com for the best realty service in St. Louis!

The Information's 411
Lyft's Stock Turnaround, Snowflake's AI Agent Strategy, Building EV Charging Networks | Nov 13, 2025

The Information's 411

Play Episode Listen Later Nov 13, 2025 38:02


The Information's Anita Ramaswamy talks with TITV Host Akash Pasricha about Lyft's surprising stock performance and its strategy in the autonomous vehicle space. We also talk with Jeff Hollan about Snowflake Intelligence, a new group of AI agents, and how the company differentiates itself in the crowded enterprise software market. Loop Global CEO Olga Shevorenkova discusses the state of EV charging infrastructure in the US, the impact of high interest rates on adoption, and her 10-year view of the market. Lastly, we get into robotics valuations and data infrastructure for physical AI with The Information's Rocket Drew and Foxglove CEO Adrian Macneil, after the company announced a $40M funding round.Articles discussed on this episode:https://www.theinformation.com/articles/lyft-investors-enjoying-rideTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

The Vinny & Haynie Show
Vinny's Film Room: What is leading to Ravens defensive turnaround?

The Vinny & Haynie Show

Play Episode Listen Later Nov 12, 2025 7:45


The Ravens have allowed just 15 points per game in their last four matchups. What is causing this staggering improvement? Vinny Cerrato watched the film and came up with some answers.

Cult of Hockey podcast
The Cult of Hockey's "Did McDavid miracle goal just turnaround the Oilers season?" podcast

Cult of Hockey podcast

Play Episode Listen Later Nov 11, 2025 50:28


Let's do this! The Cult of Hockey podcast. By the Faithful and for the Faithful. Today Ira Cooper and David Staples of the Edmonton Journal dig into the Edmonton Oilers 5-4 OT win over the Blue Jackets of Columbus.

Atlanta Falcons Germany
Week 11 - So nah und doch so fern - TalkUP! Der Atlanta Falcons Germany Podcast

Atlanta Falcons Germany

Play Episode Listen Later Nov 11, 2025 115:17


Willkommen zur Folge 204!Das German Game gegen die Indianapolis Colts ging knapp verloren. Nach einem Monat ohne Sieg schwinden die Playoff-Hoffnungen immer weiter. Woran hat es gelegen und wie schaffen wir den Turnaround?Zudem gibt es wie immer die aktuellen News zu den Atlanta Falcons und noch viel mehr.Viel Spaß beim Reinhören und aktiven Dabeisein. Wir freuen uns wie immer auf euch!

The Vinny & Haynie Show
Hour 1 - Is the Ravens defensive turnaround legit?

The Vinny & Haynie Show

Play Episode Listen Later Nov 11, 2025 39:47


The Ravens defense has gone from costing the team games to actually being the driving force behind wins. Is this a real turnaround like what we saw last year?

Top Flight Time Machine
France Stance Turnaround

Top Flight Time Machine

Play Episode Listen Later Nov 10, 2025 34:52


Resignations, a fancily-dressed teen, a canal boat fungi fiasco, football, draught prevention, and telly denial. Join the Iron Filings Society: https://www.patreon.com/topflighttimemachine and on Apple Podcast Subscriptions. Get a 7-day full access free trial and pay for 10 months up front for the price of 12 if you like a bargain. Hosted on Acast. See acast.com/privacy for more information.

The New Warehouse Podcast
Operational Turnarounds in Warehousing: Making Operations Suck Less

The New Warehouse Podcast

Play Episode Listen Later Nov 10, 2025 37:35


When it comes to improving warehouse performance, Chris Hamley, Managing Partner of The Brecham Group, believes in keeping things simple: make operations suck less. In this episode of The New Warehouse Podcast, Kevin chats with both Chris Hamley and Pete Allen, a returning guest and now one of the newest members of The Brecham Group. Together, they explore what that mantra truly means and how it shapes the firm's approach to operational turnarounds in warehousing. This episode blends real-world lessons, cultural insight, and practical advice from two leaders who have spent their careers on the warehouse floor.Learn more about Endpoint and give Gary a break here. Learn more about The Brecham Group here. Follow us on LinkedIn and YouTube.Support the show

TD Ameritrade Network
Opendoor "Transformation" Coming? JPMorgan Sees OPEN Turnaround

TD Ameritrade Network

Play Episode Listen Later Nov 10, 2025 5:40


Opendoor (OPEN) has become a staple to the meme stock trade, though JPMorgan sees the company's new management setting the foundation for a new beginning. George Tsilis talks about how the rental listing company is navigating the space with shaky footing on the backs of an earnings miss last week. He explains how a pivot to an "asset-light model" helps mold JPMorgan's bullish take.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The Anfield Index Podcast
NEWSROUND SPECIAL: AS BAD AS IT GETS...TURNAROUND NEEDED QUICKLY!

The Anfield Index Podcast

Play Episode Listen Later Nov 10, 2025 29:44


Dave Davis looks at all the Liverpool news after an embarrassing defeat to City and the reaction Learn more about your ad choices. Visit podcastchoices.com/adchoices

Briarwood Church
Episode 4: Thrones of Pride- The Turnaround of Pride

Briarwood Church

Play Episode Listen Later Nov 10, 2025 37:02


Jamisen Hancock

The EST Hangout
The EST Hangout: Oil look for turnaround vs Blue Jackets

The EST Hangout

Play Episode Listen Later Nov 10, 2025 108:32


Murray McCourt and Chris Agar hangout with Matt Iwanyk talking about the Edmonton Oilers 9-1 loss to the Colorado Avalanche and the NFL. Plus they look back on the weekend in the CFL playoffs and get ready for the upcoming Grey Cup in Winnipeg.   Chris is raising funds for CFLFansFightCancer, as he will be shaving his head in Winnipeg. To donate visit www.cflfansfightcancer.com.   The EST Hangout is presented by Sentinel Storage!

Hill-Man Morning Show Audio
Best of the Bruins on WEEI: Is this turnaround the real deal?

Hill-Man Morning Show Audio

Play Episode Listen Later Nov 8, 2025 70:41


The best Bruins conversations of the week from The Greg Hill Show, Jones & Keefe, and WEEI Afternoons. Is this five-game winning streak for real? How have they turned things around? Can they compete with the top teams in their division?

Dale & Keefe
Best of the Bruins on WEEI: Is this turnaround the real deal?

Dale & Keefe

Play Episode Listen Later Nov 8, 2025 70:41


The best Bruins conversations of the week from The Greg Hill Show, Jones & Keefe, and WEEI Afternoons. Is this five-game winning streak for real? How have they turned things around? Can they compete with the top teams in their division?

Ordway, Merloni & Fauria
Best of the Bruins on WEEI: Is this turnaround the real deal?

Ordway, Merloni & Fauria

Play Episode Listen Later Nov 8, 2025 70:41


The best Bruins conversations of the week from The Greg Hill Show, Jones & Keefe, and WEEI Afternoons. Is this five-game winning streak for real? How have they turned things around? Can they compete with the top teams in their division?

Oakton Church
"A Divine Turnaround"_ Jonah 3 - Pastor Kent Garfield, 11/2/2025

Oakton Church

Play Episode Listen Later Nov 8, 2025 48:49


Sermon from 10 AM Worship Service on November 3, 2025

KSL Unrivaled
Football Friday | HOUR 2 | What stands out for #13 Utah and what's been the biggest factor to their turn around? | What Does #7 BYU have to do this weekend to win over #8 Texas Tech?

KSL Unrivaled

Play Episode Listen Later Nov 8, 2025 33:20


Hour 2 of JJ & Alex with Jeremiah Jensen and Alex Kirry. Football Friday Sly Sylvester and Harvey Langi join the program #13 Utah on the Bye Week Week 11 Predictions

KSL Unrivaled
Football Friday | FULL SHOW | Utah and BYU (and the Big 12) benefit big from the initial College Football Rankings | What stands out for #13 Utah and what's been the biggest factor to their turn around? | What Does #7 BYU have to do this weekend to wi

KSL Unrivaled

Play Episode Listen Later Nov 8, 2025 79:14


JJ & Alex with Jeremiah Jensen and Alex Kirry on November 7, 2025. Football Friday Sly Sylvester and Harvey Langi join the program Initial College Football Rankings #7 BYU at #8 Texas Tech #13 Utah on the Bye Week Week 11 Predictions + MORE

San Jose Hockey Now Podcast
Jason Demers Talks Sharks' Improved Blueline | EP 109 JD on Sports Psychology, Mental Health

San Jose Hockey Now Podcast

Play Episode Listen Later Nov 7, 2025 151:23


San Jose Sharks legend Dan Boyle, insider Sheng Peng, prospects guru Keegan McNally, and Sharks Ice rink rat Zubair Jeewanjee are joined by another Sharks legend! Jason Demers, now with NHL Network, talks about the Sharks' off-season additions on the blueline, Dmitry Orlov, John Klingberg, and Nick Leddy. He also shares his thoughts on prospects Sam Dickinson and Shakir Mukhamadullin. Demers also shares how Boyle impacted him, when both patrolled the San Jose Sharks' blueline. He also talks about the importance of sports psychology and mental health. We also discuss Michael Misa's next step, Macklin Celebrini's stunning evolution, and the underrated Alex Wennberg. Sponsored by Bring Hockey Back. Custom jerseys, hockey gear & tees for every fan. Use promo code: SANJOSEHOCKEYNOW for 15% off. ⸻ Listen on Spotify: San Jose Hockey Now Podcast: https://open.spotify.com/show/4l4mpAD... Listen on Apple: San Jose Hockey Now Podcast: https://podcasts.apple.com/us/podcast... ⸻ Follow San Jose Hockey Now San Jose Hockey Now: https://sanjosehockeynow.com/ Instagram: @sanjosehockeynow: / sanjosehockeynow

ElijahStreams
The Hour Of A Quick Turnaround! – Donna Rigney

ElijahStreams

Play Episode Listen Later Nov 7, 2025 92:27


Donna shares prophetic words about President Trump, Erika Kirk, God executing justice on the enemies of His children, and more! Plus, Andrew Sorchini of Beverly Hills Precious Metals Exchange also joins us to tell us more about buying gold & silver. You can connect with Donna at www.donnarigney.org & https://www.youtube.com/@DonnaRigneyMinistries Connect with Andrew Sorchini at www.bh-pm.com or elijahstreams.com/gold To buy your ElijahStreams silver coins go to: elijahstreams.com/gold For more information and to register for the 2026 Israel Tour visit ElijahStreams.com/Israel26 Thank you for making the always-free Elijah List Ministries possible! Click here to learn how to partner with us: https://ElijahStreams.com/Donate Prefer to donate by mail? Make your check or money order (US Dollars) payable to: “ElijahStreams” and mail it to: ElijahStreams, 525 2nd Ave SW, Suite 629, Albany, OR 97321 USA

The Pit Press Podcast
Jason Eck - UNM Football Head Coach, Culture Shifts, Bowl Bound, Amazing Albuquerque, and Family

The Pit Press Podcast

Play Episode Listen Later Nov 7, 2025 25:33


Ordway, Merloni & Fauria
Andrew "Razor" Raycroft joins, talks Bruins' surprising turn around after a dismal start

Ordway, Merloni & Fauria

Play Episode Listen Later Nov 6, 2025 22:51


Andrew "Razor" Raycroft joins, talks Bruins' surprising turn around after a dismal start

Investor Fuel Real Estate Investing Mastermind - Audio Version
From Panic Attack to Property Empire: Henry Washington's Real Estate Turnaround

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Nov 6, 2025 30:02


In this episode of the Real Estate Pros podcast, host Q Edmonds interviews Henry Washington, a people-focused real estate investor from Northwest Arkansas. Henry shares his journey from a panic attack that led him to explore real estate investing to becoming a successful investor and co-host of the On The Market podcast. He emphasizes the importance of financial education, the flexibility of real estate strategies, and the need for asset protection as he builds his portfolio. The conversation highlights the significance of surrounding oneself with successful individuals and the necessity of having a reliable income source beyond rental properties.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Communism Exposed:East and West
It Looks Like 2 Years at a Minimum Before Things Can Turn Around for China's Property Sector

Communism Exposed:East and West

Play Episode Listen Later Nov 6, 2025 4:27


Peristyle Podcast - USC Trojan Football Discussion
Quick turnaround for the Trojans heading into the Northwestern game Friday night

Peristyle Podcast - USC Trojan Football Discussion

Play Episode Listen Later Nov 5, 2025 78:47


In this edition of the Peristyle Podcast hosts Ryan Abraham, Connor Morrissette (aka "Triple-Double") and intern India Otto are back in studio following USC's successful road trip to Nebraska and the quick turnaround with a Friday night showdown against Northwestern. The Trojans couldn't get the passing game going in Lincoln, but the run game and the defense kept the game within reach before Jayden Maiava could get things rolling with his legs. The 21-17 comeback victory was an important result, keeping the Trojans alive in the race for the College Football Playoffs heading into the final stretch of the season. Anna Watson from The Daily Northwestern joins the show to give her thoughts on this Wildcat squad and what challenges they can give the Trojans on Friday night. The crew gives their thoughts on how the team performed against Nebraska, surviving the crazy blackout environment and securing a win despite not playing a clean game. They also take a look at Friday night's potential trap game against Northwestern with the Wildcats coming off a bye and looking to become bowl eligible. CLICK HERE for 30% OFF an annual VIP membership to USCFootball.com!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Please review, rate and subscribe to the Peristyle Podcast on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! Make sure you check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠USCFootball.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for complete coverage of this USC Trojan football team.  To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

The VentureFuel Visionaries
Innovating with Purpose – Brooks Running CEO Jim Weber

The VentureFuel Visionaries

Play Episode Listen Later Nov 5, 2025 37:59


When Jim Weber took over Brooks Running, the company was weeks from missing payroll and $30 million in debt. Two decades later, he built a billion-dollar performance brand that outpaced giants like Nike and Adidas. As CEO and author of Running with Purpose, Jim shares how radical focus, scientific innovation, and an unshakable sense of purpose fueled Brooks' transformation—from near-bankruptcy to Berkshire Hathaway. He breaks down how to bet big on conviction, lead through crisis, and build trust that powers long-term growth.

kicker News
Ist der FC Bayern unschlagbar? - und wie Leitl mit Hertha die Trendwende schafft

kicker News

Play Episode Listen Later Nov 5, 2025 14:45


Ist der FC Bayern München unschlagbar? Nach dem Sieg gegen Paris St. Germain gehen wir dieser Frage auf den Grund, und klären, wie die Münchner den amtierenden Champions-League-Sieger geknackt haben. Außerdem: Hertha BSC hat den Turnaround geschafft - wie ist das Trainer Stefan Leitl nach dem katastrophalen Saisonstart gelungen?

Messages from Upcountry Calvary
Esther 8 The Simply Incredible Turn Around and The Power of God

Messages from Upcountry Calvary

Play Episode Listen Later Nov 5, 2025 70:30


Esther 8 The Simply Incredible Turn Around and The Power of God by Upcountry Calvary

CarDealershipGuy Podcast
13 Years at Ford — Why He Now Owns a Dealership (and How He Drove a 7% Profit Turnaround) | Doug Gilmour, Dealer Principal of Malone Ford

CarDealershipGuy Podcast

Play Episode Listen Later Nov 4, 2025 61:14


Today I'm joined by Doug Gilmour, Dealer Principal of Malone Ford. We get into Doug's 13-year run at Ford, the 7% profit swing that put him on the map, and the all-in gamble that made his dream a reality. This episode is brought to you by: 1. OPENLANE - The world's best online dealer marketplace for used cars, bringing you exclusive inventory, simple transactions, and better outcomes. Learn more @ http://www.openlane.com/cdg 2. Repair360 - If you're in the used car business, you know wasted time is wasted money. Check out Repair360—the first and only reconditioning software that connects every function in the dealership to tighten recon and help you sell more cars — No more hounding vendors. Goodbye endless texts and hallway chases. Repair 360 connects all the dots. See where every car is and what its recon is costing minute-to-minute in real time. Go to @ http://www.repair360.com ⁠ 3. CDG Circles – A modern peer group for auto dealers. Private dealer chats. Real insights — confidential, compliant, no travel required. Visit https://cdgcircles.com/ to learn more. Check out Car Dealership Guy's stuff: For dealers: Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Dealership recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgrecruiting.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Fix your dealership's social media ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.trynomad.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For industry vendors: Advertise with Car Dealership Guy ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics: 00:34 Why leave Ford for dealership ownership? 05:12 How to pursue a dealership dream? 07:23 Biggest complexity in dealership ownership? 11:06 Key insights from the field? 14:54 Future of the auto industry? 32:51 Tesla vs. traditional automaker approach? 35:53 Solving vehicle affordability challenges? 43:09 Best team building and training strategies? 56:14 Future plans for the business? Car Dealership Guy Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠x.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

This is Oklahoma
This is Senator James Lankford - Turnaround America's Revival ( Part II )

This is Oklahoma

Play Episode Listen Later Nov 4, 2025 61:20


On this episode I sat down with Senator James Lankford for part II of our interview. Today Sen shared his book, the reason behind it, his values and ideas about the future of Oklahoma and The United States. Huge thank you to our sponsors. The Oklahoma Hall of Fame at the Gaylord-Pickens Museum telling Oklahoma's story through its people since 1927. For more information go to www.oklahomahof.com and for daily updates go to www.instagram.com/oklahomahof The Chickasaw Nation is economically strong, culturally vibrant and full of energetic people dedicated to the preservation of family, community and heritage. www.chickasaw.net Dog House OKC - When it comes to furry four-legged care, our 24/7 supervised cage free play and overnight boarding services make The Dog House OKC in Oklahoma City the best place to be, at least, when they're not in their own backyard. With over 6,000 square feet of combined indoor/outdoor play areas our dog daycare enriches spirit, increases social skills, builds confidence, and offers hours of exercise and stimulation for your dog http://www.thedoghouseokc.com If you're looking for a way to make a real difference, check out Bethany Children's Health Center. They're helping children reach their full potential as a leader in pediatric rehabilitation. They're also building a new Outpatient Center of Excellence — and it's going to be a landmark right on Route 66! Want to learn more or even schedule a tour? Just head to bethanychildrens.org and click on the "Ways to Give" tab. www.bethanychildrens.org #ThisisOklahoma

IsoPod
S6E11 - The Quick Turnaround

IsoPod

Play Episode Listen Later Nov 4, 2025 35:56


Correy & Jack discuss a classic album from Black Sabbath and new music highlights from Snocaps, Dave, Daniel Caesar & Sudan Archives Weekly Isopod Playlist: [https://spoti.fi/2Gdw4wz] Full 2025 Playlist [https://shorturl.at/Lfrep]

Mastering Social Media for Schools
Shifting Public Perception Through Stories: KCPS's Turnaround with Shain Bergan

Mastering Social Media for Schools

Play Episode Listen Later Nov 3, 2025 52:27


Shain Bergan shares the incredible story of how Kansas City Public Schools rewrote their narrative. From declining enrollment and 60-year-old buildings to renewed community pride and growing numbers, all through the power of consistent, strategic storytelling.Get the inside scoop on how a $474 million bond passed with 85% voter approval - the first successful bond in nearly six decades! Discover how social media, media access, and bold transparency helped the community believe in the district again.Learn how Shain built a social media presence from nearly nothing to triple-digit growth in just two years - starting with school visits, building trust, and empowering teachers and staff as storytellers.From skepticism to buy-in: Discover the systems, mindset shifts, and content strategy that helped turn KCPS's social media into a vibrant, authentic reflection of what's really happening in schools and why that's changing everything.SPECIAL GUESTShain BerganPublic Relations CoordinatorKansas City Public Schools, MissouriEmail: sbergan@kcpublicschools.org X: @KCPSShainWebsite: https://www.kcpublicschools.org Facebook: https://www.facebook.com/kcpublicschools/ Instagram: https://www.instagram.com/kcpublicschools/ X: https://x.com/kcpublicschools USEFUL INFORMATIONRegister now for the Social Media for Schools Retreat happening June 23-25, 2026. Grab more information on the bond campaign at this website: https://www.kcpsbond.org/Order your copy of my book Social Media for Schools: Proven Storytelling Strategies & Ideas to Celebrate Your Students & Staff - While Keeping Your Sanity now!Interested in our membership program? Learn more here: https://socialschool4edu.com/MORE RESOURCESFree Video Training: Learn the simple secrets behind social media for K12 schools!Sign up for our free e-newsletter - click herewww.SocialSchool4EDU.com

Masters of Scale: Rapid Response
Inside a crisis turnaround, with The Honest Company and the National Women's Soccer League

Masters of Scale: Rapid Response

Play Episode Listen Later Oct 31, 2025 26:53


When you inherit a business in crisis, what decisions can a leader make to steady the ship and drive a positive change? Recorded live at the Masters of Scale Summit in San Francisco, The Honest Company CEO Carla Vernón and National Women's Soccer League Commissioner Jessica Berman join Bob Safian to riff on counterintuitive methods for gaining employee trust after public scandals and to share practical advice on reframing strategy. The pair also explores how to attract a broad customer base in an increasingly polarized culture — and where they find their best leadership inspiration, from the U.S. Constitution to children's books.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Kevin Kietzman Has Issues
China Deal is Done, Vance Wows Ole Miss, CBS News Bloodbath, Jays Take WS Lead, Chiefs/Bills Preview, CFB Turnaround, WWI Message in Bottle

Kevin Kietzman Has Issues

Play Episode Listen Later Oct 30, 2025 55:18


   While we slept, President Trump had completed a shorter meeting than planned with President XI of China and has a deal in hand.   Soy bean farmers are rejoicing and it may include oil from Alaska.  Trump calls it a "12" on a scale of 0-10.  Details are still emerging but we share what we know.   JD Vance was at a Turning Point event at Ole Miss and just dazzled the crowd of over 10,000 Wednesday night.  CBS News is undergoing massive changes and is reportedly saying goodbye to its "race and culture" unit as part of a big reduction in workforce.    In sports, the Blue Jays take a 3-2 lead in the World Series.   Stan joins us to previews the Chiefs/Bills big game on Sunday.  We also chat about the turns in the season for KSU, MU and KU.     Then, a message in a bottle story from down under that dates back to World War I.

Joe Rose Show
Can Fins Replicate Heat & Panthers Turnaround?

Joe Rose Show

Play Episode Listen Later Oct 30, 2025 10:10


The Miami Heat and Florida Panthers have both adapted to the modern style of their leagues and found success — can the Dolphins do the same?

Thoughts on the Market
A Turnaround in Sight for Healthcare?

Thoughts on the Market

Play Episode Listen Later Oct 28, 2025 5:36


Our U.S. Biotech and Biopharma analysts Sean Laaman and Terence Flynn discuss the latest developments that could be positioning the healthcare sector for strong outperformance.Read more insights from Morgan Stanley.----- Transcript -----Sean Laaman: Welcome to Thoughts on the Market. I'm Sean Laaman, Morgan Stanley's U.S. Small and Mid-Cap Biotech Analyst. Terence Flynn: And I'm Terence Flynn, Morgan Stanley's U.S. Biopharma Analyst. Sean Laaman: Today, we'll discuss how a rally in the healthcare sector is being driven by more favorable macro conditions. It's Tuesday, October 28th at 10am in New York. So, Terence, healthcare has lagged the broader market year-to-date, and valuations have been near historical lows. But recent weeks show strengthening performance. Policy headwinds have been front and center.What's changed in the regulatory environment and how is the biopharma sector adapting to these pricing and tariff dynamics? Terence Flynn: Sean, as you know, with many other sectors, tariffs were initially a focus earlier this year. But a number of companies in our space have subsequently announced significant U.S. manufacturing investments to reshore supply chains. And hence, the market's less focused on tariffs in our space right now. But the other policy dynamic and focus is what's called Most Favored Nation or MFN drug pricing. Now, this is where the President's been focused on aligning U.S. drug prices with those in other developed countries. And recently we've seen several companies announce agreements with the administration along these lines, which importantly has provided investors with more visibility here. And we're watching to see if additional agreements get announced. Sean Laaman: Got it. Another hurdle for Large-cap biopharma is a looming expiration of patents with [$]177 billion exposed by 2030. How is this shaping M&A trends and strategic priorities? Terence Flynn: For sure. I mean, as you know, Sean, patent expiry is our normal part of the life cycle of drug development. Every company goes through this at some point, but this does put the focus on company's internal pipelines to continue to progress while also being able to access external innovation via M&A. Recently we have started to see a pickup in deal activity, which could bode well for performance in SMID-cap biotech. Sean Laaman: At the same time, you believe relative valuations look compelling for Large-cap biopharma. Where are valuations versus where they've been historically? What's driving this and how should investors think about positioning? Terence Flynn: Absolutely. Look, on a price to earnings multiple, the sector's trading at about a 30 percent discount to the S&P 500 right now. Now that's in line with prior periods of policy uncertainty. But as policy visibility improves, we expect the focus will shift back to fundamentals. Now, positioning to me still feels light here, given some of the patent cliff dynamics we just discussed. Now, Sean, with the Fed moving toward rate cuts, how do you see this impacting your sector on the biotech side? Sean Laaman: Well, Terence, particularly in my space, which is Small- and Mid-cap biotech companies, they're typically capital consumers are not capital producers. They're particularly sensitive to the current rate environment.Therefore, they're sensitive to spending on pipeline. They're sensitive to M&A. So, as rates come down, we expect more spending on pipeline and more M&A activity, which is generally positive for the sector. Looking forward, biotech sector is generally the best performing sector on a six-to-12-month timeframe post the first rate cut. Terence Flynn: Great. You've also talked about this SMID to Big thesis on the biotech side. Can you explain what's driving that? Sean Laaman: Sure Terence. There's three pieces to the SMID to Big thematic. So, we in SMID-cap biotech, we cover 80 to 90 companies. About a third of those are newly, kind of profitable companies. Those companies are turning from being capital consumers to capital producers. We see about $15 billion of cash on balance sheets for 2025, going to north of 130 billion by 2030. That's the first piece. The second piece is due to regulatory uncertainty at the USFDA. We're seeing more attractive valuations amongst clinical stage names. That's the second piece. And third piece relates to your coverage, Terence. I refer back to that [$]177 billion of LOE. So, we expect generally that M&A activity will be quite high amongst our sector. Terence Flynn: And let's not forget about AI, which has implications across the healthcare space. How much is this changing the dynamic in biotech, Sean? Sean Laaman: It is changing, but we're really at the beginning. I think there's three things to think about. The first one is faster trial recruitment. The second one is faster regulatory submissions. And the third one, which is the most interesting, but we're really at the beginning of, is faster time to appropriately targeted molecules. Terence Flynn: Great. And maybe lastly, what are the key risks and catalysts for SMID-cap biotech in the current environment? Sean Laaman: As always, we're focused on pipeline failures in terms of risk. Secondly, in terms of risk, we're looking at regulatory risk at the FDA. And thirdly, we're looking at the rise in China biotech and the competitive dynamic there.Whether you're watching large cap biopharma, M&A moves, or the rise of cash-rich, SMID-cap biotechs, the healthcare sector setup is unlike anything we've seen in years.Terence, thanks for speaking with me. Terence Flynn: Always a pleasure to be on the show. Thanks for having me, Sean. Sean Laaman: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Beau of The Fifth Column
Let's talk about Trump's inflation, the rich laughing at the poor, and the eventual turnaround....

Beau of The Fifth Column

Play Episode Listen Later Oct 28, 2025 4:14


Let's talk about Trump's inflation, the rich laughing at the poor, and the eventual turnaround....