Podcasts about ubs

Frank and Rob dive into:• Rob's path from UBS and Morgan Stanley to launching NewEdge Wealth.• How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform.• How multi-custody and open architecture models can offer flexibility.• Perspectives of some advisors that have experienced business growth after joining the firm.•  The role of private equity and its innovation in wealth management.• How advisors may use niche marketing strategies and referral initiatives to identify opportunities.Whether you're exploring alternatives to a wirehouse or staying informed on industry developments, this conversation offers a practical look at the choices and trade-offs within today's independent landscape.Want to connect?Reach out to Frank directly at frank@eliteconsultingpartners.com or send him a DM on LinkedIn.You can also connect with Rob by emailing RSechan@NewEdgeCG.com or visiting his LinkedIn page.“Assets “serviced by” the firm includes (i) client assets for which we provide investment advisory services, (ii) client assets for which we provide brokerage services through our affiliate, NewEdge Securities, LLC and (iii) client assets held at affiliated and unaffiliated broker dealers for which we provide supervisory oversight, support services and/or wealth strategy services.Opinions expressed are as of October 7, 2025, and may change without notice. This content is for informational purposes only and does not constitute investment advice or a recommendation regarding any security, strategy, or business relationship. Past performance does not guarantee future results.References to advisor experiences (including business growth, win rates, or referrals) reflect individual circumstances and are not representative of all advisors or outcomes. Results vary and are not guaranteed.Any testimonials or endorsements presented reflect the speaker's opinion at the time made. If compensation or other benefits were provided in connection with a testimonial or endorsement, that fact will be disclosed. Such statements should not be construed as indicative of future performance or experience for all clients or advisors.Third-party firms, custodians, platforms, or services referenced are independent of NewEdge. Their inclusion does not constitute a recommendation, endorsement, or approval. Where third-party ratings or rankings are cited, the source and date apply; methodologies may differ, and ratings may not predict future performance. NewEdge may have business arrangements with certain third parties that present potential conflicts of interest; details available upon request.NewEdge may receive or provide referrals to or from third parties, including custodians, which may involve compensation or other benefits. Additional information about referral relationships and compensation is available upon request, A copy of the NewEdge's current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.newedgecg.com.All company names, logos, and trademarks are property of their respective owners and are used for identification only. References to media appearances do not constitute an endorsement.

Today's guest is Sandro Venturini, Executive Director and Consultant at UBS. Specializing in cross-border fund structuring and regulatory strategy, he holds years of experience guiding financial institutions through complex launches across jurisdictions for the world's largest private bank. Sandro joins Emerj Editorial Director Matthew DeMello on the show today to explore the role of AI in reducing legal and business costs, ensuring alignment across stakeholders, and creating a single source of truth for fund launches. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the ‘AI in Business' podcast!

With gold passing $4,000 per troy ounce for the first time, Wayne Gordon and Giovanni Staunovo of UBS join the show to discuss this record, whether central banks will keep buying and what this means for smart investors.See omnystudio.com/listener for privacy information.

Find out more about Endeavor: ⁠https://pakistan.endeavor.org⁠In this episode of Thought Behind Things, we're joined by Ali Farid Khawaja, Chairman of KTrade Securities, Pakistan's leading investment platform enabling thousands of Pakistanis to invest smartly and become part of the country's growing capital markets.With a global background in finance and technology, having worked at UBS, Berenberg, SafeCharge, and Autonomous Research, Ali shares how he's bridging the gap between the Pakistani stock market and local investors.We uncover:How KTrade became Pakistan's first large-scale retail investment platformWhy only 0.2% of Pakistanis invest in stocks todayWhy millions are trading crypto and forex instead of building real wealthHow KTrade hit $6 million in daily trading volume and continues to grow KTrade's Saudi expansionThe potential for 30 million+ Pakistanis to become investorsWhy a bull run in Pakistan might already have begunSocials:TBT's Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/thoughtbehindthings/⁠⁠⁠⁠⁠⁠⁠⁠⁠TBT's TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@tbtbymuzamil⁠⁠⁠⁠⁠⁠⁠⁠⁠TBT's Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/thoughtbehindthings⁠⁠⁠⁠⁠⁠⁠⁠⁠TBT Clips: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@tbtpodcastclips⁠⁠⁠⁠⁠⁠⁠⁠⁠Muzamil's Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/muzamilhasan/⁠⁠⁠⁠⁠⁠⁠⁠⁠Muzamil's LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/muzamilhasan/⁠⁠⁠⁠⁠⁠⁠⁠⁠Ali's LinkedIn: ⁠https://www.linkedin.com/in/alifaridkhwaja/⁠Credits:Executive Producer: Syed Muzamil Hasan ZaidiAssociate Producer: Saad ShehryarPublisher: Talha ShaikhEditor: Jawad Sajid

Send us a textThis week on The Wall Street Skinny, we kick off discussing gold ripping to record highs and unpack why that's happening in a still-high-rate world: sticky inflation keeping real yields muted, central-bank buying, safe-haven demand, and a dash of retail frenzy. We also poke holes in the “25/25/25/25” portfolio meme (equities/bonds/cash/gold) and talk through why allocation can't be one-size-fits-all—age, goals, and cash-flow needs matter.Then we dive into First Brands' Chapter 11 and the alleged “Enron-style” shenanigans behind $2.3B of vanishing assets. We explain collateral, receivables/inventory financing, why overlapping pledges are a five-alarm fire, and who's exposed (private credit funds at Street names like Jefferies and UBS get a mention). Bigger picture: what this says about today's credit boom, looser covenants, and why fraud tends to surface when the cycle turns—plus what two auto-related bankruptcies might signal about the consumer/auto complex.We also decode that viral “Ferrari-loving trader” headline: how a naked short in long bonds around the COVID shock morphed into an 11,000-to-1 leverage debacle and ~$250mm in Street losses—complete with a plain-English walk-through of bond shorting, repo, and settlement. Finally, we react to the Centerview analyst lawsuit over sleep accommodations and the perennial debate over banking culture, expectations, and realistic boundaries. Stick around for what's next: a Distressed Debt 101 primer in November and a packed slate of heavyweight guests.For a 14 day FREE Trial of Macabacus, click HERE Access the free replay of the Masterclass here!Presale access for our newly launched Fixed Income self-paced course here: https://thewallstreetskinny.com/fixed-income-sales-trading-investing/#fixed-income-sales For 20% off Deleteme, use the code TWSS or click the link HERE! Sign up for our LIVE Virtual Bootcamps! 2-Day Financial Modeling Bootcamp Master the technical Excel and accounting skills essential for investment banking, private equity, and fundamental investing. (Learn more HERE) Global Markets & Investing PlaybookA one-day crash course on the financial ecosystem, perfect for anyone seeking a big-picture understanding of how global markets and Wall Street fit together. Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. (Learn more HERE)

Chuck Zodda and Mike Armstrong discuss financial conditions actually being too tight right now. Q3 earnings are anticipated to show growth of 8%. Fed minutes reveal divide over outlook for interest-rate cuts. First Brands bankruptcy damage spreads to Jefferies, UBS. Is the auto industry going through what the housing market went through in 2007. Who's going to ‘Eat' Tariffs? Not US shoppers. Why carmakers are falling back in love with petrol.

A UBS fund has 30 per cent of its portfolio tied to the failed First Brands Group, and carmakers across much of the world are scaling back on electric vehicle plans. Plus, international investors are returning to China's start-up scene, in addition to assets across emerging markets. Mentioned in this podcast:UBS fund holds 30% exposure linked to First BrandsWhy carmakers are falling back in love with petrolGlobal investors stage cautious return to Chinese start-upsEmerging markets roar back with biggest stock rally in 15 yearsThe FT News Briefing has been nominated for Signal's listener's choice award for best Daily Podcast. Vote for us here! Today's FT News Briefing was produced by Fiona Symon, Ethan Plotkin, and Marc Filippino. Additional help from Kelly Garry and Michael Lello. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Today we were thrilled to host Julien Dumoulin-Smith, Managing Director of U.S. Power, Utilities, and Clean Energy Research at Jefferies. Julien joined the firm in July 2024 after serving as a Senior Research Analyst at Bank of America Merrill Lynch and as an Executive Director at UBS. He holds an MBA and a B.S. in Applied Mathematics from Columbia University. Institutional Investor magazine has ranked Julien as a #1 double-ranked analyst in both Utilities and Alternative/Clean Energy, and he was inducted into the II Hall of Fame for his cumulative accomplishments. It was our pleasure to welcome Julien to our office and hear his thoughtful perspectives on the ever-evolving energy and power landscape. In our discussion, we explore Julien's coverage universe, which he describes as “the full electron and derivatives landscape” spanning utilities, IPPs, renewables, gas plants, industrial adjacencies, and service providers. We discuss the influx of new investors entering power and utilities, Julien's observation that the biggest surprise isn't data center proliferation, but rather how tech companies are paying premiums for power to secure supply, and how utilities once seen as “defensive” are now showing growth characteristics. We touch on the tension between tech companies' need for rapid, large-scale power and their reluctance to become capital-intensive or FERC-regulated, why we're not seeing more long-term offtakes with existing power plants and how state level politics play into it, and how legacy players, new entrants, and regulators are all adapting to a power market being reshaped by AI demand, infrastructure bottlenecks, and novel deal structures. Julien shares that rising inflation across the economy is showing up in utility bills and expresses concern that LNG developers or data centers could be scapegoated for higher gas and power prices. He highlights the parabolic rise in the value of capacity and reliability, the drivers of power inflation including turbine shortages and rising capital costs, whether utilities are properly incentivized to control costs, the role of demand-response mechanisms, and how regulatory and state-level actions are shaping markets. We cover power market scenarios for high and low demand cases, the role of innovation in batteries, fuel cells, and other technologies, and the tension between patching existing systems versus building large-scale infrastructure. We also discuss constraints on ramping renewables, the growing influence of behind-the-meter power, implications for Q3 earnings, and much more. We covered a lot of territory and greatly enjoyed the conversation. To be added to Julien's research distribution list, click here. To start the show, Mike Bradley noted that markets continue to be mostly focused on the U.S. Government shutdown. The 10-year bond yield continues to trade sideways at ~4.1% with economic reports on pause until the government reopens. Internationally, Japan's Liberal Democratic Party elected Sanae Takaichi (who is viewed as fiscally expansionary), which some believe increases the risk of an unwind of the long-standing Yen carry trade. The S&P 500 is up roughly 80bps since the government shutdown, with Healthcare and Technology outperforming. He highlighted AMD's chip deal with OpenAI, which added roughly $70B in market cap, and Oracle's pullback on AI cloud margin concerns. On the crude oil market front, WTI price has increased modestly this week due to OPEC+ announcing a smaller than expected ~135kbpd oil production increase for November. While this could widen the 2026 surplus, traders are weighing when and how prices might react amid limited OPEC spare capacity. On the energy equity front, he pointed out FERMI America's strong IPO debut and continued investor enthusiasm for electricity generation. He ended by flagging the upcoming Rockpoint Gas Storage IPO (280bcf in Canada &

Regierungsbildung durch Kompromiss in Frankreich?, Sebastian Ramspeck zu den Nahost-Friedensverhandlungen, UBS direkt von der Insolvenz von First Brands betroffen, Marco Sieber – Trainingsalltag eines Astronauten

Preaching is never meant to stop at information - it is meant to produce transformation. That was the heart of Eric Lockhart's message, Preaching for Change and Obedience, delivered at the Expositors Collective training event in Kampala on 13 September 2024. With warmth and clarity, Eric urged preachers to stay rooted in the biblical text while pressing their listeners toward holiness and obedience through Spirit-empowered application.He reminded participants that the preacher's task is not to simply talk about the Bible but to faithfully declare what the Bible says. Using the image of a river, Eric explained that the power of preaching flows from the Holy Spirit working through the proclamation of Scripture. The goal is not to impress hearers with knowledge but to persuade them toward faithful action in response to God's Word.Eric also highlighted the necessity of application, both in the preacher's own life and in the lives of the audience. Biblical truth, he insisted, always demands a response. Application may be woven throughout a sermon or drawn out at the end, but it must be Christ-centred, specific, and actionable. In doing so, preaching helps believers become doers of the Word and not hearers only.Mr Eric Lockhart serves as Deputy Principal of Academic Affairs at Uganda Baptist Seminary. He holds an MDiv and ThM from Southeastern Baptist Theological Seminary in North Carolina, and before moving to Uganda in 2018 with his wife and four boys, he pastored in the USA for fourteen years. At UBS, he lectures on Hermeneutics and Homiletics and continues to champion preaching that does more than inform - preaching that transforms.Mr. Eric Lockhart is First Deputy Principal of Academic Affairs at Uganda Baptist Seminary in Jinja, UG where he also serves as Lecturer. In addition, he serves with the International Mission Board (IMB) as the Theological Education Strategist for Sub-Saharan Africa. Likewise, he serves as convener of ABTEN and a contributor to AB316, the writing branch of ABTEN. Mr. Lockhart holds both a MDiv in Christian Ministry and a ThM in Applied Theology from Southeastern Baptist Theological Seminary (SEBTS) in Wake Forest, NC. He is currently pursuing a PhD in Applied Theology with an emphasis on preaching. Mr. Lockhart is a contributing author and co-editor of  True Prosperity: A Bible Study for the African Church. Previously, he served eighteen years as a pastor in United States. He has been married to Rebekah for 23 years. They are blessed with four sons, Elijah, Noah, Gavin, and Corban.For information about our upcoming training events visit ExpositorsCollective.com The Expositors Collective podcast is part of the CGNMedia, Working together to proclaim the Gospel, make disciples, and plant churches. For more content like this, visit https://cgnmedia.org/Join our private Facebook group to continue the conversation: https://www.facebook.com/groups/ExpositorsCollectiveDonate to support the work of Expositors Collective, in person training events and a free weekly podcast: https://cgn.churchcenter.com/giving/to/expositors-collective

In this episode, Lex speaks  Mike Sha - the CEO and co-founder of Tandems (formerly SigFig), a leading provider of AI-powered software for wealth management firms and financial institutions. Together, Lex and Mike discuss the evolution of wealth technology through the lens of Mike's entrepreneurial journey from founding Wikinvest in 2006 to building Tandems. Wikinvest pivoted to portfolio tracking and then to a B2B model, powering major portals like Yahoo Finance and managing over $500 billion in tracked assets. The team's insights into poor retail investment behavior led to building SigFig, a B2B robo-advisor, eventually serving banks like UBS and Wells Fargo.Today, rebranded as Tandems, the firm offers AI-powered tools for advisors across three key areas: meetings, asset gathering, and investment management, with AI integrated via a modular “wealth OS” platform. Tandems uses an open architecture for AI, prioritizing trust, configurability, and high accuracy tailored to the specific workflows of financial advisors. NOTABLE DISCUSSION POINTS:The Realization That Most Investors Struggle on Their Own Sparked the Robo-Advisory Movement - Mike Sha's early data from tracking $400–500 billion in retail portfolios across Yahoo!, CNN, and other finance portals revealed that most individuals consistently underperform when managing their own investments. This insight directly led to the creation of SigFig, one of the first robo-advisors, designed to make high-quality investment advice affordable and automated. It shows how data-driven observation of user behavior can uncover market inefficiencies and spark new product categories.Distribution and Integration Trumps Pure Innovation in Fintech Partnerships - Tandem's evolution from a consumer-facing platform to a B2B software provider for major banks underscored a critical lesson: distribution and trust are the hardest parts of scaling in financial services. Rather than trying to replace institutions, Sha's team embedded within them - learning that success requires deep integration with legacy systems and respect for the bank's compliance and operational frameworks. The “secret” to working with large financial institutions, Sha notes, is understanding their old infrastructure and designing around it - not fighting it.AI's Real Impact in Wealth Management Will Begin with Eliminating Repetitive Work - Tandem's current strategy focuses on AI automation for financial advisors, not as a replacement but as an assistant. Sha highlights that over 90% of an advisor's day involves repetitive administrative work - meeting prep, paperwork, compliance, follow-ups. Tandem's “Wealth OS” connects legacy systems and uses AI to automate these tasks first, freeing advisors to focus on human relationship-building and advice. It's a practical and near-term vision of AI in finance: efficiency before intelligence. TOPICSTandems, SigFig, Wikinvest, wealthtech, wealth management, fintech, ai, artificial intelligence, investment, roboadvisors, finance, financial management, banking, bank partnerships ABOUT THE FINTECH BLUEPRINT

The 2025 edition analyses residential property prices in 21 major cities, providing insights into current global and regional real estate trends. Authors Matthias Holzhey and Maciej Skoczek of UBS discuss the findings.See omnystudio.com/listener for privacy information.

Join Isaac Chota, 529 Product Manager at UBS, and special guest Kristia Adrian, Executive Director at JP Morgan and 529 specialist, as they break down everything you need to know about 529 plans in New York, New Jersey, and Connecticut. Whether you are a parent, grandparent, or student, this episode covers the latest legislative changes, practical tips for maximizing your education savings, and expert insights on how families in the Tri-State area can make the most of their college planning. Curious about new rules or how to get started? Tune in for an informative and friendly conversation designed to help you take the next step in your education savings journey.

Patriots, buckle up for an explosive episode of Joe Oltmann Untamed where we rip apart the veil of a corrupted judiciary, stolen elections, and the raw truth about Tina Peters' unjust imprisonment—all while the government shutdown grinds our nation to a halt over Democrats' push for healthcare freebies for illegal immigrants. We'll dive headfirst into the chaos Des Moines' scandalous illegal superintendent Ian Roberts, who sparked student walkouts and a DOJ probe into race-based hiring. Plus, shocking updates on TPUSA events disrupted by suspicious packages and cancellations, and VP JD Vance shattering the narrative on migrant perks costing Americans billions. This isn't just talk—it's a wake-up call to the rigged systems stealing our votes and freedoms. Don't miss the DHS Operation Twin Shield revelations exposing immigrant fraud and its crushing financial toll on everyday families! At the heart of today's firestorm is our powerhouse guest, Bradley Birkenfeld—the legendary UBS whistleblower and author of Lucifer's Banker UNCENSORED: The Untold Story of How I Destroyed Swiss Bank Secrecy. As the most significant financial whistleblower in history, Birkenfeld exposed billions in tax fraud, violated Swiss secrecy laws to deliver justice, and sparked global reforms that shattered banking's dark underbelly. We'll grill him on today's whistleblower battles: from navigating AI-driven financial scams and slow IRS payouts to protecting truth-tellers in a polarized post-2024 election world. His story of conviction turned triumph exposes corruption in the justice system—perfect timing as we tackle Tina Peters' fight and the broader war on accountability. Get ready for insights that could arm you to blow the whistle on the next big scandal! We'll wrap with a no-holds-barred reaction segment, including your toolkit for action: a ready-to-send fax blast demanding Congress snap back to work and reject funding migrant healthcare amid this manufactured shutdown. From brainwashed youth rallying for liars to Christian universities silencing de-transitioners like Chloe Cole, we'll connect the dots on how these outrages erode our values. Tune in live—your voice matters in this untamed battle for truth, justice, and America's future.  

Thursday October 2, 2025 UBS to Pay $980 Million to Settle French Tax Case

Am Mittwochmorgen um 6 Uhr Schweizer Zeit geht der US-Bundesverwaltung das Geld aus. Republikaner und Demokraten konnten sich nicht auf ein Budget einigen. Es ist der erste Shutdown seit sieben Jahren. Weitere Themen in dieser Sendung: · Bei einem starken Erdbeben auf den Philippinen sind laut Behörden mindestens 60 Menschen ums Leben gekommen. · Im Kanton Waadt wird ein Strafverfahren gegen Regierungsrätin Valérie Dittli eröffnet. Ihr wird Machtmissbrauch vorgeworfen. · In Brasilien wird unter anderem mit Geld von der UBS Öl und Gas gefördert. Wie geht das mit dem Klimaziel der Bank überein?

Der Bund will Banken in der Schweiz strengere Eigenkapitalregeln vorschreiben. Dazu läuft aktuell die Vernehmlassung. Davon betroffen ist insbesondere die UBS, die letzte Schweizer Grossbank.Der Streit zwischen UBS und dem Bundesrat wird immer gehässiger. So wehrt sich UBS-Chef Sergio Ermotti gegen strengere Vorgaben des Bundes und hat nun eine Antwort auf die erste Vernehmlassungsvorlage vorgelegt. Bei der Bank lässt man durchblicken, dass Investoren einen Wegzug aus der Schweiz fordern.Wie geht man mit diesen Spekulationen um?Wie schlimm wäre es für die Schweiz, wenn die UBS tatsächlich ins Ausland ziehen würde? Und wie wichtig ist Swissness für die UBS? Das alles ordnet Jorgos Brouzos, Leiter des Wirtschaftsteams, in einer neuen Folge des täglichen Podcasts «Apropos» ein.Host: Philipp LoserProduktion: Sara SpreiterMehr zum Thema: Sergio Ermotti: «UBS hat nie mit Wegzug gedroht, aber es gibt Druck von Investoren»Kommentar zu den Bankenregeln: Die UBS und der Bund bleiben auf Konfrontationskurs – so verlieren beideUBS: Umzug leicht gemachtDrama und Trotz: So heftig streiten Team Keller-Sutter und Team Ermotti um die Regeln für die UBS«Apropos-Podcast»: Leaks, Drohungen und Indiskretionen: Ein Erklärstück über den Streit zwischen Bund und UBS Unser Tagi-Spezialangebot für Podcast-Hörer:innen: tagiabo.chHabt ihr Feedback, Ideen oder Kritik zu «Apropos»? Schreibt uns an podcasts@tamedia.ch Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Miami and Los Angeles top UBS's Global Real Estate Bubble Index, with housing costs far outpacing local wages. Tokyo and Zurich also rank high on the list, while New York and San Francisco show lower risk levels. The report cites still-elevated financing costs, affordability strains, and inflation as ongoing market pressures. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Learn more about your ad choices. Visit megaphone.fm/adchoices

En este episodio de Familias Horribles conversamos con Angelika Hernández Dorendorf, asesora financiera, ex-UBS & Credit Suisse, Mindvalley Money Coach, emprendedora y activista por la educación y la igualdad de género (NextGen4Impact).

Key contributors to a UBS white paper on the blue economy discuss how the vital system of the global oceans can be supported and sustained in the long term.See omnystudio.com/listener for privacy information.

In his 20s, yet running a $50billion book, Kweku Adoboli had worked his way up the trading floor at the very point the market crashed. His actions wiped £2.7bn from the UBS share price, prompted the resignation of their chief executive - and got him a seven-year jail sentence for fraud. In this remarkable interview with Olly, he reveals a corporate culture of ‘wilful blindness', explains how he fell foul of the UK's hostile environment policy for migrants - and re-lives the moment he realised that, having taken responsibility for his actions, he would forever be known as Britain's biggest ‘rogue trader'... This episode first aired in February 2018. Now remastered and with an update from Olly, we've paired this episode with Priscilla Coleman's interview on Drawn To Justice, released this month. Listen now! Image Credit Priscilla Coleman/MB Media Learn more about your ad choices. Visit megaphone.fm/adchoices

UBS Raises Gold & Silver Targets As Rally Keeps On Going Just when it seemed like the rally might slow down for a night, the price of silver is surging again this morning, with the futures closing in on the $46 dollar mark. We are witnessing some truly historic events in the precious metals markets that have even left UBS struggling to keep up with their price targets again. So get caught up to speed on all the precious metals news from this week and heading into this weekend, click to watch this video now! - To find out more about the latest exploration program plans for Fortuna Mining go to: https://fortunamining.com/news/fortuna-advances-19-million-generative-exploration-program-across-cote-divoire-mexico-and-argentina/ - To get access to Vince's research in 'Goldfix Premium' go to: https://vblgoldfix.substack.com/ - Get your free copy of Arcadia's Silver Report here: https://goldandsilverdaily.substack.com/p/arcadia-silver-report-an-overview - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Fortuna Mining, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-fortuna-silver-mines/Subscribe to Arcadia Economics on Soundwise

In der Nacht auf Freitag hat US-Präsident Donald Trump 100 Prozent Zölle auf Pharmaimporte angekündigt. Diese sollen ab dem 1. Oktober gelten. Die Schweizer Pharmabranche schlägt Alarm. Weitere Themen: Der Bundesrat macht mit der Verschärfung der Eigenmittel-Vorschriften für die UBS ernst. Er hat die Vernehmlassung zur Änderung des Bankengesetzes und der Eigenmittelverordnung eröffnet. Die Kirchen in der Schweiz verlieren Mitglieder. Die Missbrauchsskandale in der römisch-katholischen oder der reformierten Kirche hatten zu deutlich mehr Austritten geführt. Setzt sich dieser Trend fort oder ist eine Wende in Sicht?

Trump verhängt Pharma-Zölle von 100 Prozent, Bundesrat bleibt hart in Sachen Eigenkapital der UBS, Rösti plant neue Steuer für E-Autos ab 2030, Kirchenstatistik 2024: Der Mitgliederschwund geht weiter

In this episode, Bryan Derman welcomes two highly respected members of the investment community who represent the two sides of that business: Tim Chiodo, Managing Director and Lead Analyst for Payments, Processors and Fintech at the global investment bank UBS, and Chris Kim, a public and private market investor who leads payments and fintech activities for Capital International, one of Capital Group's three equity units. Tune in as we discuss what's happening in the market with publicly traded companies, digital wallets, the merchant acquiring space, and private equity. We'll consider what investors look for in a payments company, explore new flows, and debate the impacts of regulation, stablecoins, and M&A deals before closing out the episode with an investment perspective lightning round.

Comedian Jimmy Kimmel returned to US airwaves on Tuesday night following his suspension over comments he made in the wake of Charlie Kirk's assassination. But local US TV station operators Sinclair and Nexstar Media Group have opted to replace his slot with other content, in line with the Trump administration's demands. In this edition, we take a look at the business considerations behind those decisions. Plus, Swiss banking giant UBS settles longstanding tax evasion charges in France. 

Ze dachten dat ze ervanaf waren bij Philips. Patiënten, slachtoffers, de Amerikaanse toezichthouder... Met iedereen hadden ze een schikking weten te treffen in het drama rond de apneu-apparaten die vlam vatten. Toch moet Philips nog even herinnerd worden aan het schandaal dat de beurskoers jarenlang in z'n greep had. Want juist die beleggers die hun geld zagen verdampen, die willen nu hun gelijk krijgen. De VEB vraagt de rechter om een onafhankelijk onderzoek, en mocht dat grote fouten bij Philips uitwijzen dan kan er een schadevergoeding geëist worden. Hoe gaat Philips het apneu-spook weer terug in de fles krijgen? En is het dan ein-de-lijk klaar met het drama? Dat bespreken we deze aflevering. Dan pakken we ook de meetlat erbij. We gaan kijken wie de grootste heeft. Amerika of China? We hebben het over hun datacenters. Bedrijven in beide landen blijven maar keer op keer nieuwe plannen aankondigen. De geldput lijkt geen bodem te hebben. Maar wie wint uiteindelijk? En het gaat ook nog over de treurwilg van de dag. Dat is Jerome Powell, de baas van de Federal Reserve. Hij drukt de stemming met een speech vol waarschuwingen over de lage rente, de arbeidsmarkt, en: de 'redelijk hoog gewaardeerde aandelen'.See omnystudio.com/listener for privacy information.

DAMIONOracle names two CEOs in rare leadership shift after Catz exit Who Will You Blame?Lord Emperor Larry Ellison (65% influence and 42% voting power): he still gets $8.3M in pay despite owning ~$378B in Oracle stock. Is this even possible? He got security-related costs and expenses of $2,999,264 for his primary residence. Board chairFormer CEO and now Executive Vice Chair Safra Catz. She's staying on the board.221,974: (i) Company matching contributions under our 401(k) Plan of $5,100, (ii) flexible credits used towards covering the premiums for cafeteria-style benefit plans in the amount of $14,860, (iii) security-related costs and expenses to augment the existing security system at Ms. Catz's primary residence, (iv) legal counsel fees and (v) aggregate incremental costs to Oracle of $200,086 for Ms. Catz's use of Oracle's private aircraft for non-business travel. This leaves $1,928 for legal fees and security: for a Larry:Safra We Love Him More Security Ratio of: ~3114:1Catz still got $6.5M despite owning $2.8B of company stockNew co-CEO and director Clayton Magouyrk: joined Oracle in 2014, is 39Mr. Magouyrk will receive a grant of stock options to purchase $250M in shares of Oracle common stock with 80% of the grant consisting of time-based stock options and 20% of the grant consisting of performance-based stock options (“PSOs”).New co-CEO and director Michael Sicilia: joined Oracle in 2009, is 54Mr. Sicilia will receive a grant of stock options to purchase $100M in shares of Oracle common stock with 80% of the grant consisting of time-based stock options and 20% of the grant consisting of PSOs.The writer of this article: Oracle's new Gen X and Millennial CEOs get stock options worth $350 million—but they'll have to keep the stock soaring to collect80% of the grant consists of time-based stock options, hello??AutoZone Stock Falls After Its Fifth Consecutive Earnings Miss Who Do You Blame?William Rhodes III: Executive Chair (2007-) and former CEO, causing serious leadership strainCEO Philip Danielle III (2024-) for being weak in the face of Rhodes IIIEarl Graves Jr.: the longest tenured director has served for over two decades and still has the indecency to call himself the “Lead Independent Director.” He's also the chair of the Nomination so this is ostensibly his board.Linda Goodspeed: while all directors are pictured wearing bluish/mauvish-colored shirts in the company's last proxy, Linda is wearing a red sweater over hers.Director Gale King for NOT being the same Gayle King that is Oprah's best friendShareholders: average 96% board support at last AGMThe fact that there are 4 suffixes on this board: Jr., Jr. III, III, the same number as women.The depressingly low ~-20% gender influence gap (women have no leadership roles on this board, except for Linda's red sweater)Michelob Ultra overtakes Modelo Especial as best-selling beer in the U.S. Who Do You Blame?Social media personality Dylan Mulvaney, for being alive and getting a can of beerThose woke idiots at the American subsidiary Anheuser-Busch Companies, LLCWoke CEO Brendan Whitworth was a first lieutenant in the United States Marine Corps and then as an operations officer for the CIA's counterterrorism center. Woke!Their leadership page of 15 executives also has a woke DEI hire! Chief People Officer Lindsay KingThose woke idiots at the Belgian parent Anheuser-Busch InBev (AB InBev)They are even worse than their American counterparts: of their 18 executive leaders, they have TWO DEI WOMEN: Chief Communications Officer Donna Lorensen and General Counsel Katherine Barrett. DEI gone crazy!Just all the stupid corporations that “Go woke, go broke”Oh wait: Both Michelob ULTRA and Bud Light are made by Anheuser-Busch Companies, LLC, a subsidiary of Anheuser-Busch InBev.Behind closed doors, our top CEOs say Trump is bad for business and it's time to Make America into America Again Who Do You Blame?Shareholders: This year (2025) the average vote support for director elections in the S&P 500 is about 96.5%American corporate governance practices which permit nearly half of S&P 500 CEOs to also serve as board chairs—the very bodies intended to oversee their management: giving them unmatched power and egoAverage S&P 500 CEO of about $19M, which financially protects them from the need to weigh in on political issues, left or rightThe US federal poverty line for 2025 is $15,650 per year, as established by the Department of Health and Human Services.So a 1214:1 pay ratio for those not in poverty: $15,651Passive institutional investors in U.S. equities like BlackRock, Vanguard Group, and State Street Global, who hold the door open for company managementYale Professor Jeffrey Sonnenfeld, who eschews journalism in favor of being friends with important people and lets him write things like: “One CEO of a major U.S. manufacturing company explained to the group” and “A well-known business leader with a significant manufacturing footprint in the U.S. and abroad told the group” and “The head of a major U.S. multinational investment bank”The protected class continues30-year-old billionaire college dropout recommends at least one year in higher education Who Do You Blame?The protected CEO billionaire classElon Musk says college is “not for learning, but mostly for fun” and doesn't require degrees at Tesla/SpaceXPeter Thiel: created the Thiel Fellowship, paying young people to drop out of collegeMark Zuckerberg: In a 2025 interview, Zuck expressed skepticism about the effectiveness of college education in preparing students for today's job marketRichard Branson, a college dropout, has often spoken about the value of practical experience over formal education, stating, "You don't learn to walk by following rules. You learn by doing, and by falling over."The VC BroBratClubMarc Andreessen has said traditional college is outdated compared to skills trainingChamath Palihapitiya argues real-world problem solving is more valuable than degrees.The MAGA christian supremacistsCharlie Kirk: college is “overrated” and emphasizes entrepreneurship, practical skills, and real-world experience over formal degrees.In June, when speaking to Turning Point USA's 10th annual Young Women's Leadership Summit, he encouraged attendees to trade feminism for femininity and to forgo a career to stay home and raise childrenBen Carson: praised practical experience and self-directed learning over formal college for achieving success; praised Kirk's ability to "run circles around people with college degrees"Dave Ramsey, frequently advises young adults to focus on financial literacy, entrepreneurship, or trade skills rather than taking on debt for a college degree.All of the aboveThe chorus of anti-college voices—from billionaire CEOs and MAGA pundits to Christian commentators—serves less as genuine guidance and more as a mechanism to preserve the power of the wealthy elite, discouraging widespread education and critical thinking so that the majority remain dependent, unempowered, and less capable of challenging the socioeconomic status quoMATTDisney says 'Jimmy Kimmel Live' will return to ABC on Tuesday - who do you blame??Fearless Wizard Bob Iger - 24% influence, but let's be honest, the board is in the bag entirely (100% of board members are connected, Iger is by far the most powerful person in the room)Derica Rice - board member at Target (who were attacked by citizen troll Robby Starbuck, rolled back DEI and pride merch as a result, then faced a boycott that have sunk the stores since) AND Disney (who were attacked by government troll Brendan Carr, rolled back free speech as a result, then faced a boycott that's so far cost Disney 2% of its share price in 5 days)James Gorman - head of the “succession planning committee”, which exists despite having a nominating committee because the nominating committee was so compromised and did such a bad job they basically made a new committee with an ex-CEO who picked his own successor, who's also chair of the boardConsumers who boycott DisneyShareholders who demanded Disney restore KimmelYale Professor Jeff Sonnenfeld for his mushmouth declaration that Iger was right to yank Kimmel, prompting the world to say “why does anyone listen to Yale professor Jeff Sonnenfeld?”Sinclair says it won't air Jimmy Kimmel on its stations after Disney announced his return - who do you blame??David Smith - nepobaby executive chairtoad, 25.4% voting power, toad face conservative sycophantDuncan Smith - nepobaby retired VP and secretary, 23.1% voting power, directorBob Smith - nepobaby retired VP and Treasurer, 21.8% voting power, directorDr. Fred Smith - nepobaby retired VP and oral surgeon, 10.8% voting power, amazing pivot from looking at teeth to owner of largest broadcaster because meritocracyChristopher Ripley, CEO of Sinclair and not a nepobaby, was once upon a time at UBS where he did some stuff on media or something… definitely not a figureheadBob Iger for being too wokeOffice Depot workers refused to print a Charlie Kirk poster because he was a propagandist - who do you blame?The workers at Office Depot who took the Supreme Court decision that let a web designer refuse same-sex wedding work literally Office Depot, which probably should have been closed in 1997 anyway, which, “fired the employees and issued a public apology”, bending the knee to the will of Dear LeaderPam Bondi, who missed the day the Supreme Court said business COULD discriminate: “Businesses cannot discriminate. If you want to go in and print posters with Charlie's pictures on them for a vigil, you have to let them do that,” she told Sean Hannity on Fox News, adding: “We can prosecute you for that.”Gays, who if they had JUST USED a gay web designer, the Supreme Court wouldn't have had to rule on this and then contradict itself when it inevitably reverses its own 2023 precedentFedEx, whose employees (upon hearing Office Depot employee refused service due to Charlie Kirk's overt racism and sexism while he was alive) printed the poster FOR FREE to SUPPORT Charlie Kirk, which surely discriminates against other white male racists who had to pay for their posters advertising their white male racism, right?

Orsted, ASM, Heineken, TUI, Kingfisher y UBS, bajo la lupa de Pablo García, director general de Divacons-Alphavalue.

China must accelerate reform measures to reinforce the stable and healthy development of the capital market in the coming five years as a strategic pivot in transforming the country's economic growth model, said leading economists and financial experts.著名经济学家和金融专家表示，中国必须加快改革措施，在未来五年加强资本市场的稳定和健康发展，作为转变国家经济增长模式的战略支点。Despite Thursday's market correction, they said the recent rally in Chinese equities, together with the ongoing regulatory initiatives to enhance market stability, still highlights a strategic shift toward positioning the capital market as a central driver of innovation, consumption and domestic economic circulation amid external headwinds.他们表示，尽管周四出现了市场回调，但中国股市近期的反弹，以及正在实施的加强市场稳定的监管举措，仍突显出在外部不利因素的影响下，中国将资本市场定位为创新、消费和国内经济循环的核心驱动力的战略转变。Looking at the new round of capital market reform to be unfolded in the 15th Five-Year Plan (2026-30) period, top priorities should include firmer determination to close regulatory loopholes that leave room for improper profits, ensure market fairness for retail investors, and improve transparency for global investors, they added.他们补充说，展望第15个五年计划（2026-30）期间将展开的新一轮资本市场改革，当务之急应该包括更坚定地弥补为不正当利润留下空间的监管漏洞，确保散户投资者的市场公平，提高全球投资者的透明度。Proposals for formulating the 15th Five-Year Plan for national economic and social development will be studied at the fourth plenary session of the 20th Communist Party of China Central Committee, scheduled to be held in Beijing in October.关于制定国民经济和社会发展第15个五年计划的建议将在定于10月在北京举行的中国共产党第二十届中央委员会第四次全体会议上进行研究。Xi Jinping, general secretary of the Communist Party of China Central Committee, called for giving full play to the pivotal role of the capital market at the Central Financial Work Conference in 2023.习近平，中国共产党中央委员会主席，在2023年的中央金融工作会议上，要求充分发挥资本市场的关键作用。At the CPC Central Committee Political Bureau meeting on July 30, which Xi chaired, it was pointed out that the attractiveness and inclusiveness of the domestic capital market should be boosted, in order to consolidate the improving and stabilizing trend of the capital market.7月30日习主持的中共中央政治局会议上，习指出要增强国内资本市场的吸引力和包容性，巩固资本市场向好企稳的态势。"The ongoing rise of A shares reflects that the strategic position of the capital market in China's economic agenda is rising significantly," said Tian Xuan, president of Tsinghua University's National Institute of Financial Research and associate dean of Tsinghua University's PBC School of Finance.清华大学国家金融研究院院长、中国人民银行金融学院副院长田轩表示：“A股的持续上涨反映出资本市场在中国经济议程中的战略地位正在显著上升。”In the upcoming 15th Five-Year Plan period, high-quality development of the capital market will act not only as a key pathway to address structural economic issues, but also as the "central pivot" for transforming the country's growth model, Tian said.田说，在即将到来的“十五”计划期间，资本市场的高质量发展不仅是解决结构性经济问题的关键途径，而且是转变国家增长模式的“中心支点”。The bottlenecks faced by traditional growth drivers, the remaining financing difficulties for innovation and intensified global tech competition all demand steady, healthy growth of the capital market to guide long-term capital into core technologies, Tian said. The growing household demand for wealth management also requires the capital market to provide diverse investment channels, he said.田说，传统增长动力面临的瓶颈，创新的剩余融资困难以及加剧的全球技术竞争都需要资本市场稳定，健康的增长，以引导长期资本进入核心技术。他说，家庭对财富管理日益增长的需求也要求资本市场提供多样化的投资渠道。He added that China should further improve fundamental institutions to ensure sustainable market momentum, calling for better management of expectations, greater policy transparency and timely, positive signals to shore up sentiment, as well as stricter information disclosure and an improved delisting mechanism to raise listed companies' quality.他补充说，中国应该进一步完善基本制度，以确保市场的可持续发展势头，呼吁更好地管理预期，提高政策透明度，及时发出积极信号来提振市场情绪，以及更严格的信息披露和完善的退市机制，以提高上市公司的质量。China's A-share market fell on Thursday, as experts cited profit-taking pressure, while the United States Federal Reserve's 25-basis-point interest rate cut on Wednesday fell short of some investors' expectations for a bolder move.中国A股市场周四下跌，专家们认为这是获利了结的压力，而美联储周三降息25个基点的决定，没有达到一些投资者对更大胆举措的预期。Despite a 1.15 percent drop on Thursday, the benchmark Shanghai Composite Index has risen by nearly a quarter from the April trough, closing at 3,831.66 points. US investment bank Goldman Sachs said in a report on Thursday that it forecasts an 8 percent upside for the A-share market over the coming 12 months.尽管周四下跌了1.15%，但基准上证综合指数已经从4月份的低点上涨了近四分之一，收于3831.66点。美国投资银行高盛在周四的一份报告中表示，预计未来12个月a股市场将上涨8%。Liu Jipeng, a senior expert on capital markets and a professor at the Business School of China University of Political Science and Law, said that further closing regulatory gaps to safeguard market fairness and investor interest would hold the key to future capital market reforms and steady market growth.资本市场资深专家、中国政法大学商学院教授刘继鹏表示，进一步缩小监管空白，以维护市场公平和投资者利益，将是未来资本市场改革和市场稳定增长的关键。"A slow bull market has taken shape. The goal should be making it steady and long-lasting, so that the capital market can serve as a platform for common prosperity, where the majority of investors can share returns, rather than only a few getting rich overnight," Liu said.“一个缓慢的牛市已经形成。目标应该是使其稳定和持久，以便资本市场可以作为共同繁荣的平台，大多数投资者可以分享回报，而不是只有少数人一夜暴富。”Wu Qing, chairman of the China Securities Regulatory Commission, pledged at a recent symposium to accelerate the new round of capital market reform and opening-up to consolidate the improving market trend, stressing that the market is at a crucial stage in its pursuit of high-quality development in the 15th Five-Year Plan period.中国证券监督管理委员会主席吴清在最近的一次座谈会上承诺，将加快新一轮资本市场改革开放，巩固市场向好趋势，并强调市场正处于“十五”期间追求高质量发展的关键阶段。China has ramped up capital market reform efforts after it released a high-level guideline in April last year, rolling out nine measures to promote the high-quality development of the capital market.自去年4月发布高层指导意见以来，中国加大了资本市场改革力度，推出了促进资本市场高质量发展的九项措施。Since then, the country has issued new rules and measures to better regulate holding reductions by major shareholders, raise the dividends for equity shareholders, and encourage the entry of long-term capital while improving mechanisms to anchor market liquidity amid slumps.此后，国家出台了新的规则和措施，以更好地规范大股东减持，提高股东股息，鼓励长期资本进入，同时完善机制，以稳定市场流动性。Liu attributed the recent rally to such reform measures, and said that more must be done to further enhance market fairness, including in areas such as stock issuance review and pricing, quantitative trading and large shareholders' stakes.刘将最近的反弹归因于这些改革措施，并表示必须做更多的工作来进一步增强市场公平，包括股票发行审查和定价，量化交易和大股东股权等领域。Luo Zhiheng, chief economist at Yuekai Securities, said that enforcing rules with greater rigor and raising penalties for fraudulent practices are essential to building lasting investor trust.悦凯证券首席经济学家罗志恒表示，更严格地执行规定，加大对欺诈行为的惩罚力度，对于建立投资者的持久信任至关重要。With the A-share market showing an improving and stabilizing trend, Luo said it can lift household income and offset part of the drag from the housing slowdown, and make people more confident to spend, thus supporting consumption and overall economic vitality.随着A股市场呈现出改善和稳定的趋势，罗说，这可以提高家庭收入，抵消住房放缓的部分拖累，使人们更有信心消费，从而支持消费和整体经济活力。The A-share rally has also enhanced the attractiveness of Chinese financial markets globally.a股的上涨也增强了中国金融市场在全球的吸引力。Thomas Fang, head of China global markets at investment bank UBS, said that global investors are showing greater interest in Chinese financial assets as the country's shining economic prospects help them to diversify their allocations from US dollar-denominated assets.投资银行瑞银（UBS）中国全球市场主管方德华（Thomas Fang）表示，全球投资者对中国金融资产表现出更大的兴趣，因为中国光明的经济前景有助于他们将资产配置从美元计价资产中分散出来。Fang applauded China's recent opening-up policies that offer global investors more instruments to invest in China, facilitating their risk management and helping them take bigger positions in the country.方赞扬了中国最近的开放政策，为全球投资者提供了更多投资中国的工具，促进了他们的风险管理，并帮助他们在中国占据更大的位置。capital market reformn.资本市场改革/ˈkæpɪtl ˈmɑːkɪt rɪˈfɔːm/A-share marketn.A股市场（中国内地股票市场）/eɪ ʃeə ˈmɑːkɪt/

שלום, הגעתם לאינטרסנטים הפודקאסט הכלכלי היומי שלTheMarker , יום ראשון 21 בספטמבר, היום ה-716 למלחמה, 48 חטופים עדיין בעזה. באולפן איתן אבריאל ומהבית – סמי פרץ. (10:26) ערב ראש השנה, לאחר שנתיים של מלחמה וכמעט שלוש שנים של הפיכה משטרית שמיועדת להפוך את ישראל לאוטוקרטיה של איש אחד, למרות כלכלה שמתחילה לקרטע ובידוד בינלאומי, נראה שממשלת ישראל והעומד בראשה נחושים להמשיך בדיוק באותה הדרך. נכון להיום אירופה שואפת, לדבריה, להציל את אזרחי ישראל מהקואליציה ששולטת בהם על ידי הטלת סנקציות כלכליות והכרה במדינה פלסטינית, ואילו הפוליטיקאים בישראל כבר מדברים בגלוי על הניסיון הצפוי לדחות את לשבש את הבחירות בשנה הבאה. האם זה מה שיקרה? לא מעט תלוי בשאלה האם האלוף, דוד זיני, יקבל את האישור לעמוד בראש השב"כ, הגוף הביטחוני שאמון על שמירת הדמוקרטיה הישראלית. זיני יתייצב היום מול ועדת גרוניס הדנה באישור המינוי, ולכן אנחנו נדבר עם פרופ' ברק מדינה, מומחה למשפט חוקתי, לשעבר רקטור האוניברסיטה העברית ודיקן הפקולטה למשפטים. (24:50) בינתיים, בכלכלה, נראה שהאופטימיות של ראש הממשלה, שאותה הוא הציג במסיבת העיתונאים שערך בשבוע שעבר כדי לתקן את הרושם המחריד שהוא השאיר אחרי 'נאום ספרטה', לא בדיוק מחוברת למציאות. הצמיחה לנפש נמוכה, אבדן התוצר בשנתיים האחרונות הוא עצום, ישראלים רבים עוזבים את המדינה ומאזן ההגירה הפך לשלילי, ואחרים החלו שוב להוציא חלקים מהכסף שלהם לחו"ל – כביטוח נגד התסריט בו הבידוד הבינלאומי יגרום לממשלת ישראל להטיל מגבלות על תנועות הון, כפי שהיה בישראל בעשורים הראשונים שלאחר הקמתה, וכפי שקיים במדינות מוכות סנקציות כמו רוסיה. איך אנחנו יודעים את זה? ד"ר בועז ברק, לשעבר חבר הנהלה בקרדיט סוויס וUBS שאל את עמיתיו בציריך ובג'נבה – והוא יביא את הממצאים שלו. (37:29) והנה, בכל זאת, פיסת מידע חיובית. בשנים האחרונות כמעט בכל פעם שדיברנו כאן על חברת אינטל, שהיא המעסיקה הכי גדולה והיצואנית הכי גדולה בהיי-טק הישראלי, זה היה בהקשרים שליליים. היו החלפות מנהלים, היו צמצום בכוח אדם, היו סימני שאלה על השלמת המפעל החדש – וזו רשימה חלקית. הפעם, בסוף השבוע האחרון, קרה לאינטל משהו טוב: חברת אנבידיה, יצרנית שבבי הבינה המלאכותית, הודיעה שהיא תשקיע באינטל 5 מיליארד דולר וגם תשתף איתה פעולה – והמניה זינקה ב-25%. האם העובדים בקריית גת ובחיפה צריכים לפתוח בקבוקי שמפניה? אנחנו נדבר עם עורך ההיי-טק שלנו, שגיא כהן.See omnystudio.com/listener for privacy information.

De cryptomarkt laat zich deze week van zijn beste kant zien. Bitcoin noteert 117.000 dollar, een paar procent hoger dan vorige week. Dat optimisme komt vooral door de draai bij de Amerikaanse Federal Reserve, waar voorzitter Jerome Powell een meer stimulerende toon aansloeg. Voor beleggers in crypto betekent dat een steuntje in de rug. Het sentiment is duidelijk breder: ook altcoins doen het goed, met flinke plussen voor Binance Coin, Solana en Dogecoin. Dat positieve beeld zien we terug bij de beleggingsfondsen. De Bitcoin ETF’s beleefden hun sterkste instroom sinds juni en ook de Ethereum ETF’s trekken nieuwe investeerders. Tegelijkertijd lijkt de markt overspoeld te worden met aanvragen voor nieuwe fondsen. Na de Dogecoin ETF volgen talloze andere plannen, waaronder een voorstel voor een BONK ETF. Die moet niet alleen inspelen op de prijs van de memecoin, maar ook via een optiestrategie maandelijks inkomen genereren. Daarmee wordt de gok eigenlijk dubbel: op de munt én op het slagen van de strategie. Sinds de Amerikaanse toezichthouder van koers veranderde, is het hek van de dam en lijken dit soort aanvragen eerder regel dan uitzondering. Ook rond crypto-exchange Gemini is er nieuws. Het bedrijf van de Winklevoss-tweeling maakt morgen zijn debuut op de beurs. Gemini stond jarenlang bekend als de braafste partij van de Verenigde Staten als het om regelgeving ging, maar inmiddels is dat speelveld veranderd. Toch blijkt de belangstelling groot: volgens Reuters was de vraag twintig keer groter dan het aanbod, zelfs nadat de prijs per aandeel al werd verhoogd. De beursgang levert 425 miljoen dollar op en waardeert het bedrijf op 3,3 miljard dollar. Daarmee lijkt opnieuw een cryptobedrijf succesvol de stap naar de beurs te zetten. In Zwitserland wordt ondertussen geschreven aan een primeur. Drie banken, waaronder UBS, claimen de eerste juridisch bindende betaling via een publieke blockchain te hebben gedaan. Daarbij ging het om getokeniseerde banktegoeden die werden verstuurd over Ethereum. Dat is opvallend, omdat grote banken traditioneel terughoudend zijn met publieke blockchains. Juist dit soort toepassingen kan de manier waarop bankbetalingen wereldwijd werken ingrijpend veranderen. Tegelijkertijd wordt er volop gewerkt aan stablecoins. In de Verenigde Staten bracht de Genius-wetgeving duidelijkheid en inmiddels zijn vrijwel alle grote banken, betaaldienstverleners en fintechs ermee bezig. In Europa zijn er initiatieven bij onder meer Societe Generale en Duitse banken, terwijl ook ING plannen heeft. De Europese Centrale Bank volgt dit met argusogen. Deze week in de CryptocastEen gesprek met Solana-watcher Geale Simon Postma, over de tweede smartphone van Solana, de Seeker. Solana is het enige serieuze cryptonetwerk dat echt lijkt in te zetten op hardware, en deze smartphone is een heel aardige poging voor 450 dollar. Voor dat bedrag krijg je een midrange telefoon mét een aantal extra cryptofeatures, bijvoorbeeld een ingebouwde crypto-portemonnee en recht op -je raadt het al- allerlei gratis memecoins. Co-host is Jacob Boersma. Met Daniël Mol bespreken we elke week de stand van de cryptomarkt. Luister live donderdagochtend rond 8:50 in De Ochtendspits, of wanneer je wilt via bnr.nl/podcast/cryptocastSee omnystudio.com/listener for privacy information.

Das neu in Kraft getretene Fischerei-Abkommen der Welthandelsorganisation WTO soll die Ausbeutung der Weltmeere beenden. Mit dabei ist auch China - obwohl China immer wieder mit Verstössen gegen jetzt schon bestehende Abkommen auffällt. Was sich China davon erhofft, erklärt ein Beobachter. Weitere Themen: · Weniger Ferienwohnungen für Touristinnen und Touristen, mehr Wohnungen für Einheimische. Das will die spanische Regierung – und plant, mehr als 50'000 Ferienwohnungen von den Onlineplattformen streichen lassen. Denn die hohen Mieten gelten in Spanien als eines der grössten innenpolitischen Probleme. Ein Korrespondent erklärt, welche Ferienwohnungen nun gestrichen werden sollen. · Laut neu aufflammenden Gerüchten erwäge die UBS einen Wegzug aus der Schweiz. Offenbar haben Gespräche zwischen führenden Manager, der Bank und Vertretern der US-Regierung stattgefunden. Hintergrund sind strengere Vorschriften in der Schweiz, die aktuell in Bundesbern diskutiert werden. Der Wirtschafts-Redaktor sagt, was dazu bisher bekannt ist. · Menschen im Internet an den Pranger stellen - das nennt sich Doxing. Dieses Phänomen ist wieder Thema, seit dem Attentat auf den rechten Aktivisten Charlie Kirk in den USA. Fans des Trump-Unterstützers nutzen Plattformen, um Kritiker und Kritikerinnen abzustrafen. Unser Digitalredaktor sagt, wie problematisch das ist.

UBS upped its price target on Micron (MU) to $185 from $155 as the stock hit new record highs Monday morning. Wedbush added Palo Alto Networks (PANW) to its "best ideas" list as it sees strong potential for the cybersecurity stock. GE Vernova (GEV) was upgraded by Melius Research on expectations earnings can power the stock in 2027 and beyond. Diane King Hall runs through the morning's biggest movers to start the trading week.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Ditaji Kambundji holt als erste Schweizer Leichtathletin den WM-Titel, UBS erwägt Umzug in die USA, K-Pop-Girlgroup «Katseye» mit Schweizer Beteiligung K-Pop Beitrag neu

Max Castelli, head of strategy for sovereign institutions at UBS Asset Management, joins Yara Aziz, senior economist at OMFIF, to discuss the future of the dollar in the global financial system. They explore UBS's latest Reserve Management Survey findings, the dollar's resilience, the rise of gold, digital currencies and whether any challengers are truly positioned to take the dollar's place.

Crypto News: BlackRock weighs crypto ETF tokenization following the strong performance of its spot Bitcoin ETFs. DTCC lists Fidelity's Solana ETF and Canary's XRP ETF. Chainlink, UBS, DigiFT launch Hong Kong pilot for automated tokenization fund.Show Sponsor -

Tune in to our FINAL EPISODE of the Security Token Show where Herwig Konings, Kyle Sonlin, and guest contributor Nico Pantelis cover the industry leading headlines and market movements, including new this week's IPOs, Broadridge nearing $6T in monthly repo volume, and much more RWA news!  Due to this being our final episode, Herwig and Kyle have chosen their Company of the Year for 2025 and it's none other than Figure - a huge congratulations to Mike Cagney, June Ou, Michael Tannenbaum, and their whole team! Why did they win? Find out on The Security Token Show! Market Movements: Nasdaq Files with SEC to Trade Equities Onchain: https://www.coindesk.com/policy/2025/09/05/nasdaq-seeks-nod-from-u-s-sec-to-tokenize-stocks    Nasdaq to Invest $50M in Gemini for Custody Services and Distribution, Separate from Friday's IPO: https://www.cnbc.com/2025/09/09/nasdaq-to-invest-50-million-in-winklevoss-founded-crypto-exchange-gemini.html   Fidelity Launches Tokenized MMF $FDIT, with $202M Backing Ondo's OUSG: https://blog.ondo.finance/fidelity-unveils-onchain-money-market-fund-anchored-by-ondo-finance/    Figure IPOs at $25/Share, Upsizes from Previous Targets and Raises $787M: https://www.marketwatch.com/story/figure-technologys-ipo-pricing-a-sign-of-strong-demand-for-crypto-companys-stock-fef600d4    SEC Chair Paul Atkins Speaks on Onchain Markets Coming “Without Endless Legal Uncertainty.”: https://www.theblock.co/post/370219/sec-chair-atkins-says-onchain-capital-raising-should-come-without-endless-legal-uncertainty?_bhlid=4bb475124521c42108ddee41336376f2d26b2016    Companies in the Token Debrief Include NYC RWA Meetup, St. Cloud Financial Credit Union, Ant Digital, Cantor Fitzgerald, Black Manta Capital Partners, Canton Network, HashKey, Farmway, Solowin, AlloyX, BNP Paribas, HSBC, 21X, IXS, Archax, UBS, DigiFT, Chainlink, Hyperliquid, Ethena, Fireblocks, NexStox, Stablecoin Standard, Particula, Broadridge, Kaiko, Zelle/ Early Warning Services, BlackRock, Franklin Templeton, Binance, SEC, Sifma, Japan Financial Services Agency   ====   TokenizeThis 2025 Conference Review: https://docsend.com/v/k8bn7/tt25  STM Predicts $30-50T in RWAs by 2030: https://docsend.com/view/7jx2nsjq6dsun2b9    More STM.co Reports: https://reports.stm.co/  Join the RWA Foundation and Read the Whitepaper: RWAF.xyz  Learn More About WALLY DAO: WallyDAO.xyz    ====   ⏰ TABLE OF CONTENTS ⏰ 0:00 Introduction 0:16 Welcome 2:12 Market Movements 22:44 RWA Foundation Updates 24:53 Token Debrief 40:40 Company of the Year 2025

Am Zürcher Handelsgericht klagen ehemalige CS-Aktionäre gegen die UBS. Sie behaupten, die Bank habe für die Credit Suisse zu wenig bezahlt. Nun wollen sie Einsicht in vertrauliche Dokumente, die nur für das Gericht einsehbar sind, sagt Andreas Hauenstein, Anwalt der Kanzlei Baumgartner Mächler. SMI -0.8%

Our guest on the podcast today is Scott Bondurant. Scott is the founder and chief investment officer of Bondurant Investment Advisory, a registered investment advisor based in the Chicago suburbs. He is also an adjunct professor at Northwestern University, where he teaches an undergraduate course on the history of investing. He recently published a white paper about the importance of incorporating mean reversion in financial planning and portfolio construction, which we'll be discussing in this podcast. Scott has a BA from Stanford University and an MBA from Duke University's Fuqua School of Business. He started his career at Kidder Peabody and also worked for Paine Webber and Morgan Stanley before becoming a managing director for UBS.BackgroundBioBondurant Investment AdvisoryMean Reversion“Hidden in Plain Sight: The Dramatic Impact on Financial Planning and Portfolio Construction When Mean Reversion Is Incorporated in Risk and Return Expectations,” by Scott Bondurant, papers.ssrn.com, Nov. 25, 2024.“Understanding ‘Mean Reversion' Can Make or Break Retirement,” by Scott Bondurant, rethinking65.com, June 13, 2024.“Mean Reversion: Unlocking a Foundational Investing Principle,” sbondinvest.com, Feb. 8, 2024.OtherFair Disclosure, Regulation FD“Charley Ellis: Indexing Is a Marvelous Gift,” The Long View podcast, morningstar.com, Aug. 5, 2025.Devil Take the Hindmost: A History of Financial Speculation, by Edward ChancellorStocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies, by Jeremy Siegel“Anomalies: The Equity Premium Puzzle,” by Jeremy Siegel and Richard Thaler, The Journal of Economic Perspectives, Winter, 1997.“Do Stock Prices Move Too Much to Be Justified by Subsequent Changes in Dividends?” by Robert Shiller, papers.ssrn.com, April 12, 2004.Nebo Wealth

SD323 - Domine as suas Finanças através do DRE. Neste episódio, Dr. Lorenzo Tomé conversa com os cofundadores da De$ifra, Marcos Suzano e Felipe Coelho, sobre a importância do Demonstrativo do Resultado do Exercício para o médico que quer ter controle real das finanças do seu consultório. Entenda por que acompanhar, conhecer e analisar seus números é essencial para não entrar na estatística dos 60% dos negócios que fecham em menos de 5 anos, aumentar sua lucratividade e reduzir seus custos. A De$ifra é uma empresa que cuida da saúde financeira do consultório médico a partir da integração do seu sistema exclusivo com o sistema Open Finance para o médico acompanhar lucros, custos e indicadores de forma simples, recorrente e sem burocracia. Pense nisso: "Não se gerencia o que não se mede, não se mede o que não se define, não se define o que não se entende, e não há sucesso no que não se gerencia." por William Edwards Deming O podcast Saúde Digital te ajuda a abrir a mente? Dois dias de imersão com a gente pode potencializar isso ainda mais e fazer muito pelo seu negócio médico. Garanta sua vaga com 10% de desconto na Imersão da SD Escola de Negócios Médicos nos dias 29 e 30 novembro/2025. Só clicar AQUI. Participe da comunidade SD Escola de Negócios Médicos. Acesse AQUI! Baixe nosso app: Android ou IOS O Background do Marcos Engenheiro de formação pelo IME, ele trabalhou no mercado financeiro por um tempo. Marcos fez um MBA em Michigan/EUA e trabalhou um tempo fora do país com M & A e contruiu uma carreira longa no mercado financeiro fora do país e no Brasil. Ele voltou agora ao país como diretor do banco suíço UBS.  O Background do Felipe Formado em Administração e com pós pela FGV, Felipe trabalhou como um BPO em empresas, estruturando suas áreas de finanças. Assista este episódio também em vídeo no YouTube no nosso canal Saúde Digital Podcast: AQUI! Acesse os Episódios Anteriores! SD322 - Médico, Quando é hora de abrir Seu Próprio Consultório? SD321 - Accountability do paciente: a nova fronteira do tratamento médico SD320 - Médico, comece primeiro, depois fique bom! Music: Climb | Declan DP "Music © Copyright Declan DP 2018 - Present. https://license.declandp.info | License ID: DDP1590665"  

Send us a textAnne Marie Dougherty is the CEO of the Bob Woodruff Foundation, where she has led the organization from $4.3 million to nearly $40 million in annual revenue. With no formal business training, she built a high-performing, data-driven nonprofit by applying principles from the for-profit world and building long-term partnerships with companies like the NFL, UBS, and Capital One.In this episode, she shares how her identity as a military child, spouse, and mother informs the way she leads, why nonprofit organizations need to stop playing small, and how the Foundation is preparing for the evolving needs of veterans and military families in a changing world. We talk about building trust, addressing mental health, managing transitions, and why leading well starts with hiring the right team.Show NotesIn this episode, we discuss:Anne Marie's path to leading the Bob Woodruff Foundation and how she scaled it from $4.3M to nearly $40MWhy leaving the military is often more stressful than combat, and how the Foundation is working to ease that transitionHow she brought a business lens to nonprofit leadership without formal trainingBuilding long-term corporate partnerships by speaking the language of businessWhat she looks for in high-impact programs and how the Foundation uses data to drive funding decisionsWhy imposter syndrome shows up even in rooms she earned her way into—and how she manages itHow she built and manages a board of directors made up of top leaders across military, media, and financeThe growing mental health crisis among veterans, caregivers, spouses, and children—and what needs to changeThe importance of local networks, town-by-town coordination, and long-term infrastructureHer approach to leadership, team building, and personal sustainability as the organization maturesWhy the Foundation's agility and trust model allow it to respond faster than traditional institutionsContact InformationBob Woodruff Foundation Website: https://bobwoodrufffoundation.org LinkedIn: Bob Woodruff Foundation Instagram: @bwforg Facebook: facebook.com/BobWoodruffFoundationAnne Marie Dougherty LinkedIn: Anne Marie Dougherty Instagram: @ammdougherty--- Subscribe and ReviewIf you loved this episode, drop us a review, share it with a badass woman in your life, and subscribe to Badass Women in Business wherever you get your podcasts. Stay badass. Stay bold. Build it your way. Keep up with more content from Aggie and Cristy here: Facebook: Empowered Women Leaders Instagram: @badass_women_in_business LinkedIn: ProveHer - Badass Women in Business Website: Badasswomeninbusinesspodcast.com Athena: athenaac.com

Docusign (DOCU) moved higher after posting and earnings beat and doubling down on A.I. advancements. ASML Holding (ASML) is reaching an "inflection point" according to UBS's latest upgrade. Costco (COST) net sales jumped 9% and gave a boost to the stock. Diane King Hall shares what's behind these stock movers Friday morning.======== 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

Justin and Jared break down the key insights from UBS's Global Wealth Report. We look at how wealth is growing across different demographics, why median wealth in the U.S. is outpacing other countries, and what the rise in everyday millionaires really means. We also dig into unique factors driving this trend, including equity ownership and mineral rights, and what they mean for oil and gas professionals. Finally, we connect the dots between wealth distribution, consumer behavior, and economic resilience, giving you practical takeaways to strengthen your financial planning and investment strategy.For more information and show notes visit: https://www.bwmplanning.com/post/111Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional

We took economics to a music festival, and somehow packed the tent. In this Electric Picnic highlights episode from Mindfield, we rock up bleary-eyed and buzzing, then dive straight into the big stuff: what Trump's assault on America's institutions means for money, markets, and the rest of us. We map the new super-cycle from post-war social democracy to Reagan-Thatcher finance, to today's populist reboot, and why we think the US is flirting with a fiscal, monetary, and dollar crunch. Closer to home, we ask why Ireland looks rich on paper but feels poor in reality. In between, we tell the story of the 1992 currency crisis, a lo-fi mission to the Dorchester, and accidentally swapping the Central Bank for UBS and because we were literally in a field surrounded by stages, we tackle the music economy: streaming's winner-takes-all logic, Daniel Ek's “music costs almost zero,” algorithms that feed nostalgia over novelty, and why culture only renews when the young can afford to create. Hosted on Acast. See acast.com/privacy for more information.

Most organizations aren't blind to the rising stress, burnout, and quiet quitting at work. They're just implementing workplace well-being programs that don't work. Leaders are left wondering why their people are disengaged despite offering meditation apps and mental health webinars. The real issue is that wellbeing isn't built into the business strategy.In this episode of the Happiness Squad Podcast, Ashish Kothari and Julie Rust-Bodenmann, former Global Head of Wellbeing at Credit Suisse, reveal what it takes to embed wellbeing into the DNA of a business, even during a crisis. Drawing from her time at McKinsey, Credit Suisse, and UBS, Julie walks us through how she designed and rolled out a global wellbeing strategy, secured C-suite buy-in, and mobilized a 500-person wellbeing champion network across the organization.Learn how you can make wellbeing a strategic lever, not just a benefit.Things you will learn in this episode:• Why most wellness programs fail to move the needle• How to shift from treating wellbeing as a benefit to a business strategy• The critical role of role modeling and middle managers• How storytelling and regulatory pressure can win executive support• Why starting small and scaling what works beats big, flashy initiatives• Julie's own wellbeing practices, and why leaders must start with themselvesTune in now and walk away with a practical blueprint and the conviction that flourishing workplaces aren't just possible, they're profitable.✅Resources:• Julie Rust-Bodenmann's website: https://www.rust-bodenmann.com/ • Oxford University Research: https://hubstaff.com/blog/employee-satisfaction-and-productivity/ • Me-Search by Tal Ben Shahar: https://podcast.wellevatr.com/me-search-the-journey-to-happier-living-with-tal-ben-shahar • Michael Landsberg's Sick Not Weak movement: https://www.sicknotweak.com/about/# • “This Is Me” Campaign (London): https://www.thelordmayorsappeal.org/news-and-events/events-calendar/1198/this-is-me-2023-event/ • World Economic Forum Study: https://reports.weforum.org/docs/WEF_Thriving_Workplaces_How_Employers_can_Improve_Productivity_and_Change_Lives_2025.pdf • Addressing Employee Burnout: https://www.mckinsey.com/mhi/our-insights/addressing-employee-burnout-are-you-solving-the-right-problem • ✅Books:Hardwired for Happiness: https://a.co/d/eoPlwdE

Get ready for an unmissable episode of Joe Untamed today! We're sitting down with Bradley Birkenfeld, the world's most famous financial whistleblower and author of Lucifer's Banker UNCENSORED. Bradley blew the lid off UBS, exposing how the world's biggest bank helped the ultra-wealthy commit billions in tax fraud and shattered Swiss banking secrecy. Today, he brings his insider knowledge straight to you, showing how the same patterns of corruption could still exist in today's banking and crypto worlds. We'll dive deep into Wall Street, Washington, and the modern financial frontier—crypto. Bradley will break down how banks and government officials may still shield corruption, why whistleblowers often face the brunt of the system, and whether exchanges like FTX are repeating history in new digital forms. His expert insights will give you a rare behind-the-scenes look at finance, uncovering risks and revealing what ordinary Americans need to know to protect themselves. And it's not just finance—Joe Untamed will also cover the breaking news shaking the nation, including the shocking Minneapolis church shooting. This episode is packed with eye-opening analysis, urgent issues, and actionable knowledge that you won't hear anywhere else. Tune in today to stay informed, understand the hidden forces shaping our world, and hear it straight from the experts!  

On this week's episode of Viewpoints, Burkhard reflects on and share takeaways from his UBS summits on longevity, and shares perspective around the connection between longer lives and rising markets. Plus, a look at where to find opportunity in the current environment.

This week we are delighted to welcome Betty Jiang, Managing Director of U.S. Integrateds and E&P Equity Research at Barclays. Betty joined Barclays in 2023 after leading the U.S. ESG Research team at Credit Suisse and has more than 15 years of equity research experience, with prior roles at UBS, Illuminate Capital Group, and Bank of America. We were thrilled to hear Betty's insights on what's top of mind for investors, key themes from earnings, and a preview of Barclays' upcoming 39th Annual Energy-Power Conference, taking place next week from September 2-4 in New York. In our conversation, Betty shares why she finds energy research compelling and reflects on the interesting timing of her career, beginning in 2007 during the shale boom years. She explains how her experience in ESG and sustainability broadened her analytical skills and highlighted the complexity of the energy transition. We discuss the value of cross-sector research collaboration and Betty outlines key takeaways from Q2 earnings, including significant increases in free cash flow, shale resilience, a long-term bullish gas production outlook, and a market focus on efficiency and free cash flow discipline. We explore the intersection of gas and power demand and how factors like regional grid dynamics and AI are shaping the sector, the continuing need for baseload power, reluctance in adopting low-carbon gas, the importance of strategic positioning and capability for companies seeking exposure in power markets, and gas price and production outlook. Betty provides an insider perspective on how she navigates earnings season, noting how AI and research tools are increasingly shaping how research is consumed and analyzed, while emphasizing that AI cannot replace deep analysis essential for understanding nuance, context, and cross-company trends. We discuss the tension between short-term shareholder expectations and long-term strategic initiatives, emphasizing the importance of a clear “North Star” and consistent communication. Betty notes that energy sector investors vary widely, and while the E&P sector is generally out of favor with generalists, sustained capital discipline, cash returns, and demonstrated resilience are attracting renewed interest. We touch on the challenge of differentiation in energy companies and how thoughtful execution and innovative approaches can create competitive advantages, the key themes for Barclays' upcoming conference with over 170 companies currently registered to attend, how efficiency gains and current free cash flow could influence 2026 outlooks, and more. It was a fantastic discussion and we greatly appreciate Betty for sharing her time and insights. To start the show, Mike Bradley noted that last week's COBT theme was investor “anticipation” of the Jackson Hole meeting, while this week it's investor “expectations” around NVIDIA's Q2 results/forward guidance. On the broader equity front, the S&P 500 hit another high last week but traded sideways this week ahead of NVIDIA's Q2 results. NVIDIA expectations are pretty bullish, with most expecting a beat-and-raise quarter, and the only real question at this point is whether NVIDIA's forward outlook will be bullish enough to satisfy investors. At a $4.4 trillion market cap, larger than all but three countries' GDP, NVIDIA's AI commentary and forward guidance will be a market mover. On the crude oil market front, WTI price continues to trade sideways (low-mid $60s) amid continued 2H25 global oil surplus concerns that are being somewhat offset by lack of headway in Russian/Ukrainian peace (leading to possible stiff oil sanctions). On the natural gas front, U.S. natural gas price (prompt & 12mo strip) were trading at ~$2.70/MMBtu & ~$3.50/MMBtu (YTD lows). Investor sentiment is still more bullish for natural gas E&Ps, even though prompt natural gas price has significantly underperformed prompt WTI price this year. Mike also highlighted a

At the Wyoming Blockchain Summit, Federal Reserve Governor Christopher Waller delivered one of the most striking pro-crypto speeches ever from a senior central banker. Waller argued that decentralized finance is simply the next iteration of financial technology, praised stablecoins as now-mature infrastructure, and said the Fed itself must modernize its payment rails to be compatible with crypto. He even joked about trading meme coins on a DEX as if it were the most normal thing in the world. Later, Senator Cynthia Lummis outlined her timeline for market structure legislation, with momentum building around the Clarity Act. Meanwhile, Wall Street analysts from Goldman Sachs and UBS are increasingly focused on the multi-trillion-dollar stablecoin opportunity. Today's Breakdown unpacks the shifting discourse, the Fed's evolving stance, and why 2024 may be the decisive year for U.S. crypto regulation. Brought to you by: Grayscale offers more than 20 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. To learn more, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Grayscale.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.grayscale.com//?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-thebreakdown)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW