Podcasts about unitedhealth

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Best podcasts about unitedhealth

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Latest podcast episodes about unitedhealth

Dividend Talk
EP #268 | PayPal's First Dividend! | Schneider Data-Center Surge, UNH & Shell Earnings + Listener Qs

Dividend Talk

Play Episode Listen Later Nov 1, 2025 74:05


In this week's episode of Dividend Talk, we're back with a jam-packed Dividend Announcements & Earnings deep dive.We kick things off with PayPal initiating its first-ever dividend (welcome to the club, Monkey!), Hershey holding flat to stay off the aristocrat chopping block, and a wild stat on revenue-per-employee (OnlyFans crushes tech giants at $37.6M per head). Then it's over to dividend hikes from Iberdrola (+8.2%), Rockwell Automation, AbbVie, and ExxonMobil, before diving into earnings: Nestlé's volume rebound in China, Schneider Electric riding data-center tailwinds, Altria's cash-rich but growth-poor reality, UnitedHealth's margin squeeze, T. Rowe Price outflows, and Shell's $10B FCF buyback machine.In the Q&A, we tackle benchmarking vs. S&P 500, dollar-cost-averaging into falling knives, estate tax broker moves, covered-call ETFs, Finnish gems, Evolution's permanent pivot, and stock-specific takes on Novo Nordisk, APD, Qualcomm, and more.SEE YOU ON THE INSIDE!!Tickers discussed: PYPL, HSY, GOOGL, MSFT, EBAY, AMZN, IBM, MCD, IEP, IBDR.MC, MUM.DE, SIE.DE, APD, LIN, NOVO-B.CO, EVO.ST, QCOM, ARE, ADC, MO, BATS.L, PM, UNH, TROW, SHEL, XOM, TTE, ITW, ABT, ADP, SCHN.PA, ROC.AX, NOVN.SW, NESN.SW, MCD, APH, DHR, TXN, VFC, RELAS, VWS.CO, WSO, GRG.LJoin us:[Facebook] – Https://www.facebook.com/groups/dividendtalk[Twitter] – @DividendTalk_ , @European_DG[Discord] – https://discord.gg/nJyt9KWAB5[Premium Services] – https://dividendtalk.eu/download-your-free-samples/[Malmo Meetup] – https://t.co/STgV1nMWKj

Daily Signal News
Victor Davis Hanson: The Left Goes Neo-Confederate on Immigration

Daily Signal News

Play Episode Listen Later Oct 31, 2025 9:35


America has seen this before—and it didn't end well.  Liberal governors across the nation, from California to Illinois, are defying federal immigration law and challenging the very authority of the Constitution itself. Victor Davis Hanson sounds the alarm on a “neo-Confederate nullification movement” emerging among the Left with its approach to resisting the Trump administration's deportation efforts on today's episode of “Victor Davis Hanson: In a Few Words." “This has a neo-Confederate pedigree. And we know where Bleeding Kansas led to. Once you nullify federal law and once you glorify violence—and by the way, the Left has glorified almost every major left-wing assassin, whether it was Mr. Hodgkinson that tried to take out the House leadership, or Tyler Robinson, who took out Charlie Kirk, or Luigi Mangione, who killed the CEO of UnitedHealth, or Mr. Crooks and Mr. Routh, who tried to kill Donald Trump on two occasions. When you have glorification of that type of violence and political assassination, we know where it's going to lead. It leads from Bleeding Kansas to Harpers Ferry to Fort Sumter. And they're playing with fire. And it's very dangerous for the republic. And it's time for the Left to stop.”

Future of UX
#130 Halloween Special: UX AI Horror Stories and What UX Designers Should Actually Be Worried About

Future of UX

Play Episode Listen Later Oct 30, 2025 18:27


In this Halloween special of Future of UX, we explore the disturbing side of digital design where clever UX crosses into manipulation, AI tools launch without proper oversight, and personalization quietly erodes user autonomy.From real-life cases involving Snapchat's rogue chatbot to Amazon's subscription “traps” and a tragic AI-assisted suicide, this episode dives into the UX decisions and AI deployments that turned dark and what designers need to learn from them.These themes were at the core of powerful conversations in the most recent AI for Designers cohort, which just wrapped last week. If you're interested in digging deeper into ethical design, human-centered AI, and how to design with integrity — the next cohort starts in January 2026.Whether you're a UX designer, strategist, or just curious about the future of ethical tech: this is the episode you shouldn't skip.In this episode, we cover:Why dark patterns still dominate — and why they may soon become illegalWhat happens when AI tools roll out too fast (with no safety net)The emotional toll of designing features you don't believe inHow personalization is creating echo chambers and limiting human curiosityWhy “seamless” UX might be the most dangerous design trend of allActionable advice for spotting (and stopping) unethical product decisions

MPR News Update
Minnesota's Caribbean community supporting Hurricane Melissa relief efforts

MPR News Update

Play Episode Listen Later Oct 29, 2025 4:54


Air traffic controllers spoke to travelers at the Minneapolis-St. Paul International Airport Tuesday about going unpaid while working during the federal government shutdown. A St. Paul man is charged with threatening to kill U.S. Attorney General Pam Bondi. Notices filed with the state show Minneapolis-based Target is laying off at least 815 of its corporate employees in the Twin Cities. That includes more than 500 workers at Target's downtown headquarters and nearly 300 workers at its northern campus in Brooklyn Park. Target says the layoffs are set to take effect Jan. 3.Eden Prairie-based UnitedHealth Group reported better-than-expected earnings in its third quarter as it seeks to regain its footing. Last spring, the company suspended its financial outlook for the year amid higher-than-expected medical costs from its customers. UnitedHealth is dropping some of its Medicare Advantage programs next year resulting in about one million fewer customers.Minnesota members of the Caribbean Disaster Relief Fund say they've been working nonstop since before Hurricane Melissa made landfall Tuesday as a Category 5 storm. The hurricane brought destructive winds and flooding rain. A community altar honoring the Mexican Day of the Dead opens this evening at the Weisman Art Museum in Minneapolis. It's part of a larger project connecting art, ancestry and ancient traditions.

Schwab Market Update Audio
Fed Meeting, Mega Caps Loom With Stocks at Records

Schwab Market Update Audio

Play Episode Listen Later Oct 28, 2025 10:10


Stocks hit record highs Monday on hopes for a trade deal with China. The Fed begins meeting today and investors await consumer confidence and earnings from Visa and United Health.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-1025) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TD Ameritrade Network
UNH Lifts Guidance, RCL & DHI Sell on Earnings

TD Ameritrade Network

Play Episode Listen Later Oct 28, 2025 5:41


Tuesday's earnings picture showed a mixed perspective that created multiple red arrows. George Tsilis notes sell-offs in Royal Caribbean (RCL) and D.R. Horton (DHI) as both companies saw pressure on guidance. He does shine a light on UnitedHealth's (UNH) guidance lift that pushed the stock higher into the opening bell.======== 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

Ransquawk Rundown, Daily Podcast
Europe Market Open: US-Japan sign agreement for minerals and rare earths; European futures lower following tailwind from APAC

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Oct 28, 2025 4:14


APAC stocks failed to sustain the momentum from the record highs on Wall St and were mostly subdued.US President Trump and Japanese PM Takaichi signed an agreement on the US-Japan alliance and framework for securing the supply of critical minerals and rare earths.European equity futures indicate a lower cash market open with Euro Stoxx 50 future down 0.2% after the cash market closed with gains of 0.6% on Monday.DXY is net negative amid gains in the JPY with USD/JPY slipping below the 152 mark post-Trump and Takaichi meeting.Global fixed income markets are broadly firmer. Crude has struggled for direction following the prior day's choppy performance.Looking ahead, highlights include German GfK (Nov), Richmond Fed (Oct), CaseShiller Home Prices (Aug), Consumer Confidence (Oct), ECB SCE (Sept), RBNZ's Richardson, Supply from Italy, UK, Germany & US.Earnings from Visa, Electronic Arts, PPG Industries, UnitedHealth, SoFi, PayPal, UPS, DR Horton, VF Corp, HSBC, BNP Paribas, Novartis, Logitech, Iberdrola & ASM International.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Wall Street mit Markus Koch
Wall Street im Sonnenbad der guten Nachrichten

Wall Street mit Markus Koch

Play Episode Listen Later Oct 28, 2025 24:11


Die seit gestern Abend gemeldeten Ergebnisse sind gemischt ausgefallen, wobei einige der großen Konzerne die Erwartungen und Aussichten übertreffen. Wir sehen daher vor allem im Dow Jones Rückenwind, mit soliden Gewinnen bei den Aktien von UnitedHealth und Sherwin-Williams. Auch UPS und die Aktien von PayPal können von den soliden Zahlen stark profitieren, mit den Werten vorbörslich rund 12% und rund 16% im Plus. Abgesehen von diesen Schwergewichten, ist das Bild uneinheitlich bis enttäuschend. Die Aktien von Alexandria Real Estate, Royal Caribbean, F5, Waste Management, Corning und Whirlpool stehen den teils flauen Zahlen oder Aussichten unter Druck. Nach dem Closing melden Booking Holdings, Mondelez und Visa Quartalszahlen. Die Wall Street fokussiert sich bis zum Wochenende auf drei Faktoren: Die erwartete Zinssenkung am Mittwoch, wie auch die Mega-Tech-Ergebnisse von Google, Meta und Microsoft nach dem Closing am Mittwoch, und von Apple und Amazon nach dem Closing am Donnerstag. Neben den Mega-Tech-Aktien wird am Donnerstag das Treffen zwischen Xi und Trump im Fokus stehen. Die Wall Street geht von einer deutlichen Entspannung der Lage aus. Ein Podcast - featured by Handelsblatt. +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++ Hinweis zur Werbeplatzierung von Meta: https://backend.ad-alliance.de/fileadmin/Transparency_Notice/Meta_DMAJ_TTPA_Transparency_Notice_-_Ad_Alliance_approved.pdf +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum

Mercado Abierto
Análisis de la sesión en el mercado estadounidense

Mercado Abierto

Play Episode Listen Later Oct 28, 2025 9:30


Javier Etcheverry, estratega de mercado, repasa Wall Street con vistazo a Amazon, Paypal, UPS, Jetblue, Visa y Unitedhealth.

NY to ZH Täglich: Börse & Wirtschaft aktuell
Microsoft bekommt 27% an OpenAI | New York to Zürich Täglich

NY to ZH Täglich: Börse & Wirtschaft aktuell

Play Episode Listen Later Oct 28, 2025 10:59


Die seit gestern Abend gemeldeten Ergebnisse sind gemischt ausgefallen, wobei einige der großen Konzerne die Erwartungen und Aussichten übertreffen. Wir sehen daher vor allem im Dow Jones Rückenwind, mit soliden Gewinnen bei den Aktien von UnitedHealth und Sherwin-Williams. Auch UPS und die Aktien von PayPal können von den soliden Zahlen stark profitieren, mit den Werten vorbörslich rund 12% und rund 16% im Plus. Abgesehen von diesen Schwergewichten, ist das Bild uneinheitlich bis enttäuschend. Die Aktien von Alexandria Real Estate, Royal Caribbean, F5, Waste Management, Corning und Whirlpool stehen den teils flauen Zahlen oder Aussichten unter Druck. Nach dem Closing melden Booking Holdings, Mondelez und Visa Quartalszahlen. Die Wall Street fokussiert sich bis zum Wochenende auf drei Faktoren: Die erwartete Zinssenkung am Mittwoch, wie auch die Mega-Tech-Ergebnisse von Google, Meta und Microsoft nach dem Closing am Mittwoch, und von Apple und Amazon nach dem Closing am Donnerstag. Neben den Mega-Tech-Aktien wird am Donnerstag das Treffen zwischen Xi und Trump im Fokus stehen. Die Wall Street geht von einer deutlichen Entspannung der Lage aus. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Business Pants
Bari Weiss is a DEIdeology hire, conservative foot shooting, Musk is rich, and CEO exits

Business Pants

Play Episode Listen Later Oct 10, 2025 48:34


Story of the Week (DR):CEO Succession:Disney CEO to Step Down, Replacement Race Narrows Between Two Major ContendersJosh D'Amaro, Chairman of Disney ExperiencesDana Walden, Co-Chair of Disney EntertainmentJimmy Kimmel Endorses Dana Walden as Next Disney CEO: “She's Done a Great Job”Tim Cook may step down as Apple CEO, John Ternus likely to be his successorVerizon Names Lead Director Daniel Schulman as Chief ExecutiveForget “DEI”—Bari Weiss Is Proof That Merit Doesn't Matter MMIs Paramount's Bari Weiss deal a Trump deal? We can't tell. And that's the problem.Cracker Barrel's logo controversy was driven by bots: What operators should learn from thisResearch from PeakMetrics found that 44.5% of X posts about the Cracker Barrel rebranding controversy were posted by botsAI “Friend” Startup Overwhelmed With HatredCocky AI CEO Does Photoshoot in Front of His Subway Ads That Got Relentlessly VandalizedCEO Who Plastered AI Ads All Over Subway System Afraid to Talk to Real New Yorkers Face-to-FaceLast month, AI startup Friend launched an eyebrow-raising advertising campaign in the New York City subway, which drew a striking amount of hatred.“Befriend something alive,” one pen-wielding tagger wrote.“AI wouldn't care if you lived or died,” another vandal raged.“AI will promote suicide when prompted, it is NOT YOUR ‘FRIEND.'”The company recently launched its controversial AI gadget, which is designed to constantly listen to you via a microphone and send snarky AI texts to your smartphone.Now, Friend's 22-year-old CEO Avi Schiffmann isn't just doing a photoshoot in front of the defaced ads for photos featured in The Atlantic — he's relishing the attention his company has been getting as of late. Schiffmann told the magazine that the backlash was part of Friend's plan. The ads were allegedly meant to provoke a conversation.Avi Schiffmann, a Harvard University dropoutShareholder Proposal No-Action Requests in the 2025 Proxy SeasonFor the 2025 proxy season, companies submitted approximately 35% more no-action requests than in the year before, and, excluding withdrawals, almost 70% of requests were granted — about the same rate as in 2024.The most common bases on which proposals were successfully excluded were:procedural and eligibility defects, orthat the proposal related to the company's ordinary business or would micromanage the companyImportantly, companies also had greater success than in recent years excluding proposals on the basis of:substantial implementation,economic relevance orbeing false and misleading.Goodliest of the Week (MM/DR):DR: Cuomo warns dem socialist rival's tax plan would trigger mass exodus of NYC's wealthyDR: Buildings are turning to ‘ice batteries' for sustainable air conditioning DR MMPepsiCo's Plan to Boost Lay's Sales: ‘Real Potatoes'DR: WestJet now charges passengers to recline seats on new Boeing 737 flightsMM: Shareholders?Shareholder group calls on UnitedHealth to decouple CEO from board chairBattle over Elon Musk's trillionaire pay package builds as pension funds face off against TeslaESG Investment Practices See Backlash, But No Abandonment In Sight: SurveyBloodthirsty activist investors are set to take down a record number of CEOs this year, Barclays says. The record is only a year oldWells Fargo Faces Activist Call for Independent Board ChairAssholiest of the Week (MM):Self Inflicted Wounds DRTrumps wind energy assault stings red statesAs Trump champions fossil fuels, the world is betting on renewable energyThe climate economy is delivering': CEO climate leaders publish open letter ahead of COP30Mark carneys shift from climate change warrior to fossil fuel cheerleaderTrump Labor Department Says His Immigration Raids Are Causing a Food CrisisAmerica's Soybean Farmers Are Panicking Over the Loss of Chinese BuyersJudge restricts ESG use in American Airlines 401(k) planThe judge has also ruled that employers should be allowed to discriminate on the basis of gender, gays shouldn't marry, blocked COVID vaccine mandates, and is Elon Musk's judge of choice (he judge shopped for a judge not in his district that owned Tesla stock)Now employers can't use as much data! You win!Idiot RobotsCracker Barrel's logo controversy was driven by bots: What operators should learn from thisMIT researchers studied 16 million election-related AI responses. They found chatbots are ‘sensitive to steering,' raising questions about LLMs' neutralityJapanese Farmers Send Out Automated Laser Drones to Defend ChickensTesla investigated over self-driving cars driving on wrong side of roadTesla faces U.S. auto safety probe after reports FSD ran red lights, caused collisionsEx-Google CEO Eric Schmidt warns AI models can be hacked: 'They learn how to kill someone'Investors don't even voteExecutives: 93% of executives say at least one director should be replaced, 78% say 2 or moreDirectors: 55% think AT LEAST ONE should be replaced, and 7% of directors - nearly 1 in 10 - think MORE THAN TWO directorsInvestors: 35% said they voted - IN EITHER DIRECTION - at allTo put that in perspective, investor voter turnout is roughly equivalent to voter turnout in Syria (37%)Headliniest of the WeekDR: Elon Musk's Wealth Now Dwarfs The GDP Of 83% Of CountriesDR: Markets look unstoppable, but JPMorgan CEO Jamie Dimon sees a 30% chance of a correction: ‘I'm far more worried than others'MM: Outer Space edition:Astronomer Estimates 30-40 Percent Chance Mysterious Interstellar Object Is Alien Craft Disguised as a CometElon Musk's Satellites Now Constantly Falling Out of the SkyWho Won the Week?DR: non-AI AI-hating sharpies: Sharpie Found a Way to Make Pens More Cheaply—By Manufacturing Them in the U.S.MM: Patagonia CEO who said of climate crisis denialists: ‘If you step out of a window from the third floor talking about how gravity doesn't exist, you're still going to hit the ground'PredictionsDR: Dana Walden, despite her experience, will immediately be called a DEI hire.MM: THIS IS THE YEAR SHAREHOLDERS VOTE OUT DIRECTORS!

How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Trump Just CRASHED The Market! ⚠️WATCH IF YOU OWN $PLTR $SOFI $NVDA $TSLA $AMD $UNH

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later Oct 10, 2025 9:10


Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.⚠️ TRUMP Just CRASHED The Market — Must Watch if You Own $PLTR, $SOFI, $NVDA, $TSLA, $AMD, $UNHIn this video, we break down how President Trump's latest actions sent shockwaves through the markets — and why your portfolio may be in danger.We'll cover:• What exactly Trump said/did and how the markets reacted• Direct impact on mega names: Palantir, SoFi, Nvidia, Tesla, AMD, UnitedHealth, and more• Key technical levels to watch• How to position yourself (defense & opportunistic plays)• What to look for next in the macro environmentIf you hold any of these stocks (or are thinking about entering), this is a video you can't afford to miss.

OTCQB Podcast
United Health Products, Inc.

OTCQB Podcast

Play Episode Listen Later Oct 6, 2025 14:20


United Health Products, Inc. (OTCQB: UEEC) develops, manufactures, and markets a patented hemostatic gauze for the healthcare and wound care sectors. Brian Thom, CEO of United Health Products, joins us to dive into how United Health Products is changing surgical wound care—and why FDA approval could be a game-changer.

Statecraft
How to Bring Down Healthcare Costs

Statecraft

Play Episode Listen Later Oct 2, 2025 82:18


Today, I'm joined by Anup Malani. He's a professor of law at the University of Chicago, currently on leave, serving as the first Chief Economist at the Centers for Medicare & Medicaid Services. This means he oversees economic analysis for the agency managing $2 trillion in annual healthcare spending — 23% of the entire federal budget. CMS runs Medicare for 70 million elderly Americans, Medicaid for low-income families, and the health insurance exchanges where millions buy coverage.Malani answers a lot of questions I have about American healthcare policy:* The US spends 20% of GDP on healthcare. Why is our life expectancy so bad?* How do you crack down on Medicare fraud without hurting patients who need care?* What incentives do private insurers like UnitedHealth have to make patients look sicker than they are?* What do academic economists get wrong about policy?The full transcript for this conversation is at www.statecraft.pub. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.statecraft.pub

WALL STREET COLADA
Wall Street al alza pese al shutdown, ajustes en Medicare, apuesta de Amazon y compra millonaria de Buffett

WALL STREET COLADA

Play Episode Listen Later Oct 2, 2025 3:55


Summary del Show: • Wall Street sube mientras el shutdown entra en su segundo día y Challenger reporta despidos en baja. • UnitedHealth, CVS y Humana recortan cobertura en Medicare Advantage para 2026. • Amazon $AMZN lanza Amazon Grocery para competir con Costco $COST y Walmart $WMT. • Berkshire Hathaway $BRK.A compra OxyChem de Occidental $OXY por $9.7B.

Shot of Digital Health Therapy
Jeff Weness: From Geek Squad to AI-Powered Cancer Breakthroughs

Shot of Digital Health Therapy

Play Episode Listen Later Oct 1, 2025 47:17


On this episode of #TheShot of #DigitalHealth Therapy, Jim Joyce and I had the pleasure of hosting Jeff Weness, VP of Growth & Strategy at RefinedScience. From small-town Minnesota roots to global ventures in digital health and now tackling cancer with AI, Jeff's journey is as unexpected as it is inspiring. We joked about handstands, Russian accents, and Netflix DVDs (yes, mailed in red envelopes!), but his career lessons are pure gold: listen deeply, solve real problems, and don't be afraid to reinvent yourself.

Proletarian Radio
UnitedHealth stocks crash – a sign of the global economic crisis

Proletarian Radio

Play Episode Listen Later Sep 28, 2025 11:45


https://thecommunists.org/2025/08/01/news/united-health-stocks-crash-sign-global-economic-crisis/ How did a major monopoly lose $288bn from its stock market valuation in one month? The meltdown of UnitedHealth's share price is a major economic story that has received very little attention in mainstream media. Could it be that the ruling class hopes to avoid bringing workers' notice to the exceptionally fragile state of the global economy? Subscribe! Donate! Join us in building a bright future for humanity! www.thecommunists.org www.lalkar.org www.redyouth.org Telegram: t.me/thecommunists Twitter: twitter.com/cpgbml Soundcloud: @proletarianradio Rumble: rumble.com/c/theCommunists Odysee: odysee.com/@proletariantv:2 Facebook: www.facebook.com/cpgbml Online Shop: https://shop.thecommunists.org/ Education Program: Each one teach one! www.londonworker.org/education-programme/ Join the struggle www.thecommunists.org/join/ Donate: www.thecommunists.org/donate/

Capital
Ignacio Vacchiano, Leverage Shares: “Somos conocidos y pioneros en hacer productos apalancados”

Capital

Play Episode Listen Later Sep 17, 2025 10:33


Ignacio Vacchiano, country manager en Iberia de Leverage Shares, nos explica en qué fase está la expansión internacional la compañía, sus nuevos productos y cómo funcionan sus Acciones Apalancadas. Tal como nos confiesa el invitado, “Leverage Shares significa Acciones Apalancadas”. “Somos conocidos y pioneros en hacer productos apalancados”, asegura el invitado. ¿Qué significa productos apalancados? El analista nos cuenta que “es multiplicar por tres en largo o en corto o incluso por cinco y puedes comprar pensando que el activo va a subir o va a bajar”. Además la compañía es un emisor de ETP, que son los vehículos de inversión que replican el rendimiento de un activo subyacente. ¿Cuál es el éxito del mercado de ETP de la compañía? “En la Bolsa de Londres de ETP, de los diez productos más activos, ocho son nuestros”, nos confiesa el country manager en Iberia de Leverage Shares. Además, añade que “son productos muy conocidos por el inversor mundial, porque la Bolsa de Londres tiene mucha exposición en el mundo. ¿En qué otros mercados opera la empresa? Ignacio Vacchiano nos explica que “no solo operan en Londres, también están en Frankfurt, en Milán, sus productos al cotizar en tiempo real cualquier inversor del mundo puede invertir en ellos”. Aunque la compañía es de carácter mundial y tiene sede en Connecticut, Estados Unidos, su fundador y CEO es José Carlos González. Como nos cuenta Vacchiano, “se fue a Estados Unidos en el año 2000 y creó que primero creó Global X y después en 2017 creó Leverage Shares en 2017”. ¿Qué nuevos productos tiene ahora la compañía? El invitado señala que tienen “un 3x UnitedHealth, un 3x Robin Hood, un 3x ASML”. “Lo que queremos siempre es darle al inversor el instrumento mejor para poder utilizar ese apalancamiento largo o en corto y que pueda aprovecharse de ello mientras que un inversor retail no podría hacerlo”, asegura el entrevistado.

Capital
Capital Intereconomía 10:00 a 11:00 15/09/2025

Capital

Play Episode Listen Later Sep 15, 2025 56:59


En la cuarta hora de Capital Intereconomía ponemos el foco en United Health en nuestro Radar Empresarial. Entrevistamos a Javier López, CEO de SilverGold Patrimonio, para analizar la evolución del oro y los metales preciosos en un contexto de creciente tensión geopolítica y oportunidades de inversión. En el Foro de la Inversión, hablamos con Blanca Gómez de Agüero, directora de Ventas Iberia de J. Safra Sarasin, sobre el potencial de la tecnología médica como sector resiliente en medio de la volatilidad provocada por los aranceles de la administración Trump. Cerramos con el Consultorio de Herencias con Itziar Pernía Gómez, socia directora de Legal por Naturaleza, donde analizamos casos prácticos de préstamos no formalizados, donaciones, colacionables y cómo planificar adecuadamente la sucesión familiar.

Capital
Radar Empresarial: Unitedhealth busca reunirse con Trump para reconducir su situación

Capital

Play Episode Listen Later Sep 15, 2025 5:05


En la edición de hoy de Radar Empresarial, analizamos un reporte reciente del Wall Street Journal que revela que UnitedHealth ha intentado sin éxito establecer contacto directo con Donald Trump. La compañía busca discutir el programa Medicare, que en los últimos meses le ha generado importantes desafíos. Según el medio, el CEO de UnitedHealth, Stephen Hemsley, sostuvo una reunión con Susie Wiles, jefa de campaña del expresidente, con el objetivo de abordar cuestiones clave relacionadas con dicho programa gubernamental de salud. La situación se ha complicado por una investigación del Departamento de Justicia que examina posibles irregularidades en la facturación de Medicare por parte de la aseguradora. Aunque en julio la empresa accedió a colaborar con las autoridades, las indagaciones apuntan a prácticas engañosas, incluyendo cobros inflados y pagos encubiertos a residencias geriátricas para minimizar ingresos hospitalarios. Esta incertidumbre ha afectado directamente el rendimiento financiero de la empresa. A pesar de haber registrado ingresos por 111.620 millones de dólares en el segundo trimestre, su beneficio por acción fue de 4,08 dólares, quedando por debajo de las expectativas de los analistas. No obstante, hay señales de recuperación. La aseguradora anunció recientemente que estima que el 78% de sus usuarios en el plan Medicare Advantage estarán inscritos en opciones calificadas con cuatro estrellas o más el próximo año. Este logro le permitiría recibir bonificaciones adicionales del Gobierno, lo que se traduciría en mayores ingresos y un alivio para sus cuentas. Esta mejora llega en un momento clave, ya que las reformas en Medicare y Medicaid se han convertido en una de las prioridades del secretario de Salud, Robert F. Kennedy Jr. Kennedy ha sido crítico del sistema actual, señalando en febrero que Medicaid no está ofreciendo buenos resultados para los beneficiarios. Además, la reciente aprobación de la ley conocida como Big Beautiful Bill ha provocado controversia, ya que la Oficina Presupuestaria del Congreso advirtió que podría implicar recortes automáticos de hasta 490.000 millones de dólares en Medicare entre 2027 y 2034, pese a las promesas de Trump de no afectar estos programas. Cabe recordar que Medicare fue creado en 1965 bajo la presidencia de Lyndon Johnson y siempre ha generado debate. La situación de UnitedHealth se volvió aún más compleja tras el trágico asesinato de su anterior CEO, Brian Thompson, a manos de Luigi Mangione.

Mercado Abierto
Análisis de la sesión en el mercado estadounidense

Mercado Abierto

Play Episode Listen Later Sep 15, 2025 9:06


Ignacio Vacchiano, responsable de distribución en España de Leverage Shares, repasa Wall Street con vistazo a Nvidia, Tesla, Microsoft, Corteva, Intel y UnitedHealth.

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Japan unterschätzt?” - Oracle, Apple-Präsi, UnitedHealth, Nebius, Fox/Murdoch-Erbe

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Sep 10, 2025 14:00


Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit Flatrate und Zinsen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Mehr tiefgehende Analysen von uns? Gibt's auf unserer Deep-Dive-Plattform. Könnt ihr hier einen Monat kostenlos testen: https://herohero.co/oaws/invites/RZJXWTIYRE. Das Real-Life Succession ums Medienimperium von Murdoch inkl. Fox & News Corp. ist zu Ende. Apples Präsi enttäuscht genau wie BMW. Tourmaline Bio, Wolfspeed, UnitedHealth & Nebius steigen. Anglo American & Teck Resources fusionieren. Oracle liefert. Der japanische Premierminister tritt zurück. Was bedeutet das für die Aktien & wieso kauft Buffett trotzdem? Wir klären auf & sprechen über KDDI (WKN: 887603), Horiba (WKN: 864348) Itochu (WKN:855471) & hedged ETFs wie dem von MSCI Japan (WKN: A1C5E6). Diesen Podcast vom 10.09.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Garage Logic
9/2 Breaking down examples of why American society is broken

Garage Logic

Play Episode Listen Later Sep 2, 2025 92:37


Breaking down examples of why American society is broken. Ilhan Omar suddenly is worth as much as $30 million. How could that possibly happen? Johnny Heidt with guitar news. HEARD ON THE SHOW:Walz says he plans to call special session on gun laws in wake of Annunciation shootingMan who threatened to ‘shoot up' UnitedHealth campus found incompetent; State still intends to prosecutePowerball jackpot rises to an estimated $1.3 billion after no winning ticket soldSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Business Pants
Cracker Barrel bends over, Zuck's gift of headphones, Lisa Cook fights, and Kimbal says “pay the man”

Business Pants

Play Episode Listen Later Aug 27, 2025 53:44


US Senator Sanders favors Trump plan to take stake in Intel and other chipmakersBernie: "If microchip companies make a profit from the generous grants they receive from the federal government, the taxpayers of America have a right to a reasonable return on that investment."Mark Zuckerberg gifted noise-canceling headphones to his Palo Alto neighbors because of the non-stop construction around his 11 homesCracker Barrel, under fire from Donald Trump Jr. and Steak n' Shake, apologizes to fans but won't drop new logo“If the last few days have shown us anything, it's how deeply people care about Cracker Barrel. We're truly grateful for your heartfelt voices,” the company said Monday in a statement on its website.“You've also shown us that we could have done a better job sharing who we are and who we'll always be.”On Monday, the Lebanon, Tennessee-based company emphasized that many things about Cracker Barrel won't change, including the rocking chairs on its front porches and vintage Americana and antiques scattered throughout its restaurants.Cracker Barrel also said it will continue to honor Uncle Herschel — the older man in the former logo, who represents the uncle of Cracker Barrel's founder — on its menu and on items sold in its stores.But Cracker Barrel said it also wants to make sure that the business stays fresh and attracts a new generation of customers.Maine's Populist Senate Candidate Thinks We Are in a New Gilded AgeAccording to Graham Platner, America has entered a new gilded age and needs a politics that can meet the moment. “I think the comparisons between the late 19th century and now are apt: vast amounts of wealth and regulatory structures that in no way, shape, or form keep that wealth in check,” pointing to the power people like Elon Musk and other prominent Silicon Valley leaders have over the current administration.He pointed to his state's famed and tightly regulated lobster industry as an example.“The state of Maine has passed laws over the years that have regulated the lobster industry in a very specific way, and it means there's one boat, one captain, one license. Fishing can only be conducted while the captain is aboard. This has entirely disincentivized consolidation,” he explained.“The result is a half-a-billion-dollar-a-year industry for the state of Maine that has almost no corporate ownership.”When presented with the alternative theory—that Maine should instead allow consolidation in its prize industry and redistribute wealth back to workers and their communities through other means—he bluntly dismissed its proponents. “Those people are full of shit. The distribution of resources needs to happen at the level where things are being produced.”Lisa Cook Says She Will Not Step Down From the Fed Board“I will not resign,” she said. “I will continue to carry out my duties to help the American economy as I have been doing since 2022.”Meta Defector Issues Devastating Psychological Takedown of Tech CEOsNick Clegg, a former Meta executive who left the company at the start of this year: "If you're accustomed to privilege, equality feels like oppression.""You'd think, wouldn't you, that if you were immensely powerful and rich like Elon Musk and all these other tech bros and members of that podcast community that you'd reflect on your good fortune compared with most other people?" Instead, Clegg seethed, they cry persecution."In Silicon Valley, far from thinking they're lucky, they think they're hard done by, [that] they're victims. I couldn't, and still can't, understand this deeply unattractive combination of machismo and self-pity."Red Lobster Is Betting on Black Diners With Its Brand ComebackCEO Damola Adamolekun, who took over the job last September, a 36-year-old Nigerian American, who is also credited with rescuing P.F. Chang's.Red Lobster has been a part of America's casual-dining landscape since the first location opened in Lakeland, Fla., in 1968. Just four years after the passage of the Civil Rights Act, many restaurants in the South were still segregated de facto. Red Lobster embraced diversity, opening its doors to Black customers and hiring Black workers.The ‘woke' words Democrats should cut from their vocabularyA new memo identifies 45 words and phrases for Democrats to avoid, alleging the terms turn voters off. They span six categories: Therapy-Speak (1/11: Triggering); Seminar Room Language (0/8); Organizer Jargon (1/8: Stakeholders); Gender/Orientation Correctness (1/8: Patriarchy); The Shifting Language of Racial Constructs (0/5); Explaining Away Crime (0/4)Korea passes boardroom reform, curbing chaebol powerSouth Korea has passed a significant boardroom reform aimed at curbing the power of the country's large family-owned conglomerates, known as "chaebol."Here are some key changes:Mandatory Cumulative VotingFor large listed companies with assets exceeding 2 trillion won (about $1.44 billion), a cumulative voting system is now required. This system allows minority shareholders to pool their votes and elect a representative to the board, giving them a greater voice in corporate governance.Increased Power for Audit CommitteesThe number of audit committee members elected separately from the controlling shareholders will increase from one to at least two. This strengthens the independence of the audit committee, which is responsible for overseeing financial reporting and internal controls.Broader Application of the "3% Rule"The "3% rule," which limits the voting power of the largest shareholders to 3% when electing audit committee members, will now be extended to independent directors. Previously, this cap only applied to internal directors.Extended Fiduciary Duty of DirectorsA previous amendment in July extended the fiduciary duty of directors to all shareholders, not just the company. This change is intended to prevent controlling families from making decisions that benefit themselves at the expense of minority shareholders."Outside Directors" Renamed "Independent Directors"A symbolic but important change that emphasizes the need for directors to act independently of management and controlling shareholders.Mandatory Hybrid Shareholder MeetingsFor publicly traded firms with more than 2 trillion won in assets, hybrid shareholder meetings will be mandatory. This will allow shareholders to participate and vote online, increasing accessibility and participation.Increased Proportion of Independent DirectorsThe required proportion of independent directors on the board has been raised from one-quarter to one-third, further strengthening independent oversight of management."Yellow Envelope Bill"This measure, passed alongside the boardroom reforms, secures bargaining rights for subcontracted workers, which could have a significant impact on the labor practices of chaebol.Revamping Public Broadcaster GovernanceThe reforms also include measures to revamp the governance of public broadcasters, which could reduce the influence of chaebol on the media.UnitedHealth forms new ‘public responsibility' board committeeThe committee will oversee areas where UnitedHealth has struggled or faced public scrutiny: underwriting and forecasting, regulatory relationships, reputational matters, and M&A.Michele Hooper, who's served on UnitedHealth's board since 2007, will step down as lead independent director to chair the committee. Hooper, who will remain a director, will be replaced as lead independent director by F. William McNabb, the former CEO of investing firm the Vanguard Group who has served on UnitedHealth's board since 2018.The U.S. EV fast-charging network is seeing explosive growth—despite Trump's policiesInstallation of fast DC chargers that can get an EV to 80% charged in less than an hour are up more than 25% from 2024—despite the loss of Biden administration initiatives designed to support the growth of the network.Companies with climate targets have more than tripled since 2023The number of companies worldwide with both validated near-term and net-zero science-based climate targets has more than tripled since the end of 2023, from 583 to 1,904, according to the Science-Based Targets initiative (SBTi).A total of 10,949 companies worldwide now either have near-term targets or near-term and net-zero targets, or have committed to set them, according to a report by the Science-Based Targets initiative.Air Canada reaches a deal to end flight attendant strikeThe tentative deal secures Air Canada flight attendants at least 60 minutes of ground pay, for their time before each flight, at a rate of 50 per cent of a flight attendant's hourly rate, with that rate increasing five per cent each year.The airline is also proposing immediate pay increases of 12 per cent for flight attendants with five years or less of service with Air Canada, and eight per cent for those who have worked at the airline longer than that.Kimbal Musk on Elon's Tesla pay package: 'My brother deserves to be paid'

Becker Group C-Suite Reports Business of Private Equity
Five of the Worst Performing Stocks Over the Last 52 Weeks 8-26-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Aug 26, 2025 1:12


In this episode, Scott Becker reviews five of the biggest stock declines over the past 52 weeks, including Vivid Seats, Centene, Lucid Motors, and UnitedHealth, highlighting how even major players can struggle despite investor optimism.

Becker Group Business Strategy 15 Minute Podcast
Five of the Worst Performing Stocks Over the Last 52 Weeks 8-26-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Aug 26, 2025 1:12


In this episode, Scott Becker reviews five of the biggest stock declines over the past 52 weeks, including Vivid Seats, Centene, Lucid Motors, and UnitedHealth, highlighting how even major players can struggle despite investor optimism.

Chit Chat Money
6 Growth Stocks That Just Turned Profitable; Brett's Hot Buffett Take; Latest Super Investor Buys: Plus, We Have a New Chamath SPAC

Chit Chat Money

Play Episode Listen Later Aug 22, 2025 64:52


The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(01:05) Intel Nationalization and Government Involvement(10:01) Zoom Earnings Review and Market Position(15:37) Super Investors: 13F Season Insights(27:52) Warren Buffett's Investment in United Health(34:58) Buffett's Influence and Retirement(41:00) Chamath's SPAC Ventures(45:57) AI Innovations and Market Reactions(53:56) Growth Stocks Turning Profitable(01:02:40) Retail Roundup: Trends and Insights*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Squawk Pod
5 Things to Know Before the Opening Bell 8/21/2025

Squawk Pod

Play Episode Listen Later Aug 21, 2025 1:58


The 5 things you need to know before the stock market opens today: Workday reports quarterly results, President Trump is tightening permitting for renewable energy, United Health wants to repair its public image, Elon Musk faces a potential lawsuit from voters who wanted to win million-dollar prizes before the 2024 election and Starbucks is expanding coconut water beverages.   Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. 

Squawk on the Street
Walmart Falls on Earnings, U.S.-EU Trade Details, Disney Launches New ESPN DTC Streaming Service 8/21/25

Squawk on the Street

Play Episode Listen Later Aug 21, 2025 42:42


Carl Quintanilla, David Faber and Sara Eisen kicked off the show with Walmart shares lower on Q2 earnings that overshadowed raised guidance. Find out what Walmart's CFO told Sara about tariffs and the consumer. The U.S. and EU unveil new details about their trade framework and where tariffs come into play. Also in focus: Disney debuts its new ESPN direct-to-consumer streaming service, Fed Governor Lisa Cook fires back at President Trump's call for her to resign, Palantir losing streak watch, Nvidia and China, the state of UnitedHealth's turnaround plan 100 days into Stephen Hemsley's second stint as the company's CEO. Squawk on the Street Disclaimer

Becker’s Healthcare Podcast
UnitedHealth's Expansion and Payer Market Shifts with Jakob Emerson

Becker’s Healthcare Podcast

Play Episode Listen Later Aug 21, 2025 7:34


In this episode, Jakob Emerson, Associate News Director at Becker's Healthcare, joins Scott Becker to discuss UnitedHealth's latest acquisitions, Berkshire Hathaway's investment in the company, and the broader trends shaping the payer landscape.

Market Mondays
MM #272: NVIDIA- Bitcoin Buy Prices | Tabitha Brown on Target Boycott, Cedric Nash on $100M & Divorce Advice

Market Mondays

Play Episode Listen Later Aug 19, 2025 121:04 Transcription Available


This week on Market Mondays, we break down the biggest moves in the market as stock futures rise ahead of Zelensky's White House visit and Jerome Powell's speech at Jackson Hole. We also dive into the real risks facing retail — not Q2 earnings, but the weak forecasts driven by tariffs and cautious consumer behavior. On the crypto side, we debate if now is the right time to buy Bitcoin and share our picks for the stock or cryptocurrency with the most upside potential through year-end.We're joined by wealth-building expert Cedric Nash, who shares lessons from real estate, divorce, and prenups, as well as insights on structuring wealth that lasts. We also cover U.S. trade changes that hit Shein and Temu hard while boosting Amazon, break down why TQQQ isn't a smart long-term play compared to QQQ, and analyze Warren Buffett's surprising bet on UnitedHealth. Plus, we unpack how traders can start treating their portfolios like businesses, from reinvestments to taxes and personal spending.Later, Tabitha Brown joins us for a powerful conversation on the Target boycott, its impact on Black business owners, and the importance of marketing with purpose. We also answer the burning question for investors late to the party: what's the right entry point for NVDA? Don't miss this packed episode full of insights at the intersection of money, markets, and culture.Invest Fest Ticket Link: https://investfest.com (code: Reform) for free tickets (first 50)#MarketMondays #EarnYourLeisure #Investing #StockMarket #Crypto #Bitcoin #WealthBuilding #CedricNash #TabithaBrown #Retail #NVDA #TQQQ #QQQ #WarrenBuffett #Shein #Temu #AmazonOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Business Casual
Air Canada Union Defies the Government & Americans Are Stuck…Literally

Business Casual

Play Episode Listen Later Aug 18, 2025 28:36


Episode 650: Neal and Toby recap the labor dispute within Air Canada where its workers are defying a government order to return to work. Then, Americans are stuck where they are, literally, as mobility has dipped to its lowest rate. Also, Six Flags is having a roller coaster of a Summer as it sees its attendance drop amid mechanical issues. Meanwhile, #RushTok expands its reach and Warren Buffett's stake in UnitedHealth gives it a jolt in its shares. Finally, what you need to know in the week ahead!  00:00 - Check out our new show Brew Markets! 2:45 - Air Canada labor dispute 8:00 - US economy stuck in a rut 11:00 - Six Flags red flags 17:00 - Rushtok goes global 20:30 - Buffett Bump 23:45 - Week Ahead LinkedIn will even give you a $100 credit on your next campaign so you can try it yourself. Check out LinkedIn.com/mbd for more. Check out Brew Markets here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee   Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Submit your MBD Password Answer here: https://docs.google.com/forms/d/1Yzrl1BJY2FAFwXBYtb0CEp8XQB2Y6mLdHkbq9Kb2Sz8/viewform?edit_requested=true Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Investor Professor Podcast
Ep. 172 - Earnings Season Showdown

The Investor Professor Podcast

Play Episode Listen Later Aug 18, 2025 34:03


In this episode of The Investor Professor Podcast (Ep. 172), Ryan and Cameron dive deep into the latest market movers. They break down Palantir's blockbuster earnings, Alex Karp's bold comments to short sellers, and the stock's meteoric 134% year-to-date rise. The conversation explores Palantir's growing influence as a talent magnet in tech, its valuation risks, and the competitive landscape with Databricks. The hosts also analyze Figma's roller-coaster IPO performance, the challenges of timing IPO investments, and why investor psychology plays such a crucial role in early trading dynamics.The discussion expands to CoreWeave's volatile lockup expiration, employee stock decisions, and how leverage often amplifies risk in frothy markets. Ryan and Cameron also preview upcoming earnings from Home Depot and Target—highlighting the consumer backdrop, Amazon's aggressive expansion into grocery delivery, and what it means for retail. Wrapping up, they touch on Buffett's new bets in UnitedHealth and DR Horton, Michael Burry's surprising long positions (including Mercado Libre), and how Fed policy and Jackson Hole may shape the next market leg. It's a timely mix of earnings, behavioral finance, and market insights that investors won't want to miss.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.

The Options Insider Radio Network
The Option Block 1399: Rolling the Bones on Cheapie Stocks

The Options Insider Radio Network

Play Episode Listen Later Aug 18, 2025 54:24


Mark Longo and Uncle Mike Tosaw from St. Charles Wealth Management cover dense VIX trading activity, recent movements in tech stocks like Apple and Nvidia, and notable option trades in low-priced stocks (Hive, IPA, and IQ). Uncle Mike shares insights on order types and their importance in trading, along with updates on the Triple Income and Strategic Night portfolios. Key discussions also include the impact of geopolitical events and government interventions on the stock market. The episode concludes with an eye on upcoming key events and their potential market impact.   01:07 Meet the Hosts and Show Overview 01:56 Kicking Off the Week with Options Content 04:20 Uncle Mike's Trivia Challenge 06:57 Market Analysis and Trading Block 12:00 Uncle Mike's Strategic Night Portfolio Insights 18:15 VIX and Market Activity Update 27:51 UnitedHealth and Palantir Market Updates 28:49 Open's Market Movements and Leadership Change 31:03 Intel's Washington Pilgrimage and Market Impact 33:34 Nvidia and Big Box Retailers Earnings 34:42 Odd Block: Unusual Options Activity 45:42 Strategy Block: Understanding Order Types 49:59 Around the Block: Market Watch and Upcoming Events  

The Chinchilla Picking Podcast
Episode 209: Berkshire Buys United Health

The Chinchilla Picking Podcast

Play Episode Listen Later Aug 18, 2025 53:55


Plus a major announcement regarding Amazon's grocery businessDave gives an update on his position on Bullish

The Smattering
First Fridays 22. August 2025

The Smattering

Play Episode Listen Later Aug 17, 2025 63:00


In the August livestream, Jason and Jeff answer questions live, discuss notable earnings reports from the last month, and provide an update on the Investing Unscripted portfolio contest.01:21 Viewer Interaction and Comments02:50 Market Vibes and Economic Outlook15:50 Earnings Season Insights25:31 Confluent and Outset Medical Discussion33:07 Investment Strategies and Position Sizing35:34 UnitedHealth and Berkshire's Investment Moves40:29 Portfolio Contest Update46:00 Tobacco Stocks and Meme Stocks Discussion48:51 QuantumScape's Progress and Potential51:36 Airbnb's Growth and Challenges57:19 Enphase Energy and Solar Market InsightsCompanies mentioned: ABNB, CFLT, ENPH, OM, TTD, UNH, QS*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Motley Fool Money
Warren Buffett Is Making Big Buys Again

Motley Fool Money

Play Episode Listen Later Aug 15, 2025 42:01


Warren Buffett bought $1.6 billion of United Health stock in Q2, inflation may be ticking higher after all, and play “Ohh, No! or Let's Go!!” Travis Hoium, Lou Whiteman, and Rick Munarriz discuss: - Inflation is a boogeyman again - UFC gets a $7.7 billion deal with Paramount - Buffett makes a big buy - Stocks on our radar Companies discussed: Lululemon (LULU), TKO Group (TKO), Rigetti Computing (RGTI), Eli Lilly (LLY), Reddit (RDDT), Celsius (CELH), Crocs (CROX), Alphabet (GOOG), NVIDIA (NVDA), United Health (UNH) Host: Travis Hoium Guests: Lou Whiteman, Rick Munarriz Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Becker Group C-Suite Reports Business of Private Equity
UnitedHealthcare Surges: 4 Key Points 8-15-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Aug 15, 2025 1:33


In this episode, Scott Becker shares four key takeaways on UnitedHealth's recent surge, fueled by Berkshire Hathaway's investment, a sharp 13% stock rise, improved year-to-date performance, and a significant push to Dow Jones records.

Squawk on the Street
UnitedHealth Surges on Buffett Bet, Trump and Intel Stake Buzz, Applied Materials Tumbles 8/15/25

Squawk on the Street

Play Episode Listen Later Aug 15, 2025 41:21


Carl Quintanilla, Scott Wapner and Mike Santoli discussed UnitedHealth Group leading the Dow to a new all-time high -- after Warren Buffett's Berkshire Hathaway disclosed a $1.6 billion stake in the health insurer, whose stock remains the Dow's worst performer this year. The anchors also reacted to reports the Trump Administration is in talks with Intel to have the U.S. government acquire a stake in the chipmaker. Also in focus: Applied Materials tumbles on weak guidance, July retail sales rise, what Chicago Fed President Austan Goolsbee told CNBC about tariffs and rate cuts, software stocks slump, Target downgraded, Trump-Putin summit. Squawk on the Street Disclaimer

Squawk on the Street
SOTS 2nd Hour: Intel's Bargaining Chip, Buffett Boosts UnitedHealth, & Janus Henderson's Top Tech Picks 8/15/25

Squawk on the Street

Play Episode Listen Later Aug 15, 2025 44:11


The Dow hitting a new all-time high alongside the S&P as United Health gives things a boost:  Carl Quintanilla, Leslie Picker, and Michael Santoli broke down latest along with fresh data top of the hour (Consumer Sentiment – coming in at its lowest level since May) before getting into the market outlook with the head of investment strategy for Edward Jones. Plus: hear Janus Henderson's top picks amid the volatility – with one portfolio manager laying out why he likes Amazon and Microsoft at these levels. The team also dove deep into Berkshire's biggest moves this quarter – including the United Health buy sending shares up double digits – along with some key sales from Coreweave's early investors, as the post-IPO lock-up on shares finally expires today.   Also in focus: DC headlines galore – hear what to do with Intel shares as they gain on a report that the government is looking at taking a stake in the name this hour – along with the key details so far from “high stakes” summit between President Trump and Russian President Vladimir Putin in Alaska today.   

Nightly Business Report
Chips Under Pressure & Berkshire's UNH Stake 8/15/25

Nightly Business Report

Play Episode Listen Later Aug 15, 2025 43:15


Chip stocks under pressure following weak guidance from equipment maker Applied Materials. Intel the notable exception on a report that the U.S. government is looking to take a stake in the chipmakers. Our trader tells us which semi stocks he's buying. Plus, United Health sharply higher after Berkshire Hathaway revealed a stake of five million shares, worth about $1.6 billion. We dive into that move and more. 

Becker’s Healthcare Podcast
Scott Becker - UnitedHealthcare Surges: 4 Key Points 8-15-25

Becker’s Healthcare Podcast

Play Episode Listen Later Aug 15, 2025 1:24


In this episode, Scott Becker shares four key takeaways on UnitedHealth's recent surge, fueled by Berkshire Hathaway's investment, a sharp 13% stock rise, improved year-to-date performance, and a significant push to Dow Jones records.

Market Mondays
MM #271: Trump's Opens Nvidia's China Door, Tesla's Robotaxi Push & The AI Stocks Everyone's Watching

Market Mondays

Play Episode Listen Later Aug 12, 2025 126:51 Transcription Available


This week on Market Mondays, we dive deep into the biggest stories shaking markets, tech, and culture. From Nvidia and AMD's controversial China concessions to OpenAI's latest model fueling AI valuation fever, we unpack what's hype and what's real. Tesla gets the green light for robotaxi testing in Texas, Samsung might make a surprise search engine move before Apple, and the Nasdaq's record-breaking run sparks debate: is it a healthy bull leg or the start of a dangerous climb? We also explore S&P bear market risks, Visa's battle with stablecoins, the weight-loss drug shakeout, and oil's potential drop into the $60s.We're also watching game-changing shifts in consumer behavior and corporate strategy. AI agents shopping on your behalf, the dominance (and risks) of mega-cap tech, and the single number that could change your investment plan this week. Plus, Las Vegas hotel occupancy dips, the AI server boom-or-bust debate, health giants like UnitedHealth and Novo Nordisk facing turbulence, and the seasonal swing trades that could set you up before “Uptober.” We break down high-conviction trade plans, ASML's puzzling stock action, and a potential sports + streaming mash-up with Disney, ESPN, and the NFL.It's a conversation about power, ownership, and what happens when athletes take control of their brand like never before. Whether it's chips, crypto, commodities, or culture, we've got the insight you need to make smarter moves in today's market.#MarketMondays #EarnYourLeisure #StockMarket #Investing #Nvidia #AMD #AI #Tesla #Nasdaq #S&P500 #Visa #Stablecoins #WeightLossDrugs #OilPrices #AIShopping #BigTech #LasVegas #AIservers #HealthcareStocks #SwingTrading #ASML #SportsBusiness #ShedeurSandersOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Business Pants
Barclays quits climate group for climate, Tesla's fake pay, CEOs are men, Harley's golf CEO: Nuggets

Business Pants

Play Episode Listen Later Aug 5, 2025 42:18


DAMION1In our 'Treaty Talks Begin With Bold New Commitment to Avoid Commitment: Delegates agree to form a task force to consider considering action and then unite to Say 'Plastic Is Bad'—Then Go Back to Their Plastic-Filled Hotels' headline of the week. Here's what to watch for at this month's global plastics treaty talksNegotiators from more than 170 countries are arriving in Geneva, Switzerland, this week to resume discussions over the United Nations plastics treaty, eight months after they missed their original deadline for finalizing the pact. Many delegates, advocacy groups, and U.N. officials are hopeful that the 10-day session will result in a final agreement that delivers on the U.N.'s objective to “end plastic pollution.” But progress has been slow at each of the five preceding sessions, in large part due to a consensus-based decision-making structure that has allowed oil-producing countries to obstruct progress. In our 'Hey Ma, the dude who got his BA at Haverford College which costs $93,600 and received his JD from Stanford is mansplaining about elite colleges, can you grab my water bottle and my red lawn chair?!' headline of the week. Palantir CEO Alex Karp takes a shot at elite colleges and says the company offers 'a new credential independent of class In our 'It's better off helping people without formal biology expertise design or recreate biological threats like toxins or pathogens' headline of the week. OpenAI says ChatGPT shouldn't tell you to break up with someone In our 'What an asshole! The next thing he'll probably do is call out other banks for breaking their climate pledges ' headline of the week. Banking CEO breaks from the pack on return to office. He goes in 4 days a week but leaves the rest up to the ‘adults' he works withStandard Chartered CEO Bill Winters In our 'Citizen Journalist Robbie Starbuck and The National Legal and Policy Center prepare shareholder proposal calling out Microsoft and asking “What about MEN'S ovaries? This is woke biology gone too far.”' headline of the week. Gates Foundation is giving $2.5 billion to fund women's health researchMATT1In our '8Ks revealed that Charlie Scharf, Wells Fargo's CEO, was awarded $30m to open his mindspace, Steven Hemsley at UnitedHealth was given $60M to center his chi, and Goldman's CEO DJ DSol got $80m to attune his crystals and align his money aura.' headline of the week. Tesla Grants Musk $29 Billion in Stock to Keep ‘Elon's Energies Focused'In our 'Specifically, the part where they ran someone over' headline of the week. Jury Says Tesla Was Partly to Blame for Fatal CrashIn our 'Reports suggested the awning was made of cybertruck trim, the tables were actually crashed robotaxis, and the chicken wings were made from old Nazi bathroom graffiti' headline of the week. Tesla Diner Patio Covering Collapses, Smashes Mother on Head and Barely Misses BabyIn our 'Retention awards for "continued leadership"? Or pay for focus? Pay to show up? Pay for "energy"? Relocation pay for my sister's cousin's condo in Ottawa? ' headline of the week. 2025 CEO PrioritiesAdapt to changing external environments and regulatory landscapeManage growth and investment amid current fiscal outlookCreate a resilient supply chainAccess to talent and workforceArticulate a vision for an AI and tech-enabled enterprisesEmbrace opportunities for personalized consumer experiencesUnderstand the changing environmental challengesShape the leadership teamArticulate Vision and strategy, and tell your story as a leaderDrive performanceEnsure proper governance processesCollaborate with the boardOptimize organizational structureAlign communicationsSatisfy shareholders and stakeholdersBuild the cultureNavigate geopolitical uncertaintyIn our 'If you can't tell your kid with a fever of 102 to suck it up and fuck off, maybe this company isn't for you' headline of the week. 5 things the AT&T CEO's sweeping memo says about where corporate America is headedHis name is John Stankey"If a self-directed, virtual, or hybrid work schedule is essential for you to manage your career aspirations and life challenges, you will have a difficult time aligning your priorities with those of the company and the culture we aim to establish," Stankey wrote.DAMION2In our 'I refuse to celebrate until we reach 7.3%' headline of the week. The share of female CEOs running Global 500 companies hits a record high of 6.6% In our 'Houston American Energy Corp. announces that finally the phrase “Let's hear what she thinks” can be said in the boardroom without an immediately ironic chuckle, now it can be an authentic condescending chuckle' headline of the week. Houston American Energy Corp. Appoints Martha J. Crawford to Board of DirectorsIn our 'Great, when he's done creating a practical application of cold fusion, could he explain why anyone would buy a Cybertuck, have him finish my daughter's algebra homework, and then share the wisdom behind Intel's stock price being down 22% from the day he started as Intel CEO?' headline of the week. Jim Cramer on Intel CEO: “He Totally Understands Everything” In our 'After a nice brunch, they went to the aquarium and then to a poetry reading' headline of the week. Mary McDowell Joins Zebra Technologies Board of Directors In our 'They named him Peter Semple, after their great grandfather, and then chained him to his desk ' headline of the week. Depop names permanent CEOMATT2 In our 'US companies give investors a break from voting NO on every shareholder proposal this year' headline of the week. US companies deny record number of shareholder votesAverage vote for ESG proposal: 20%. Average vote against ESG proposal: 80%.In our 'Please don't say suicidal ideation, aggression, reality detachment, and hallucinations, please don't say suicidal ideation, aggression, reality detachment, and hallucinations, please don't say suicidal ideation, aggression, reality detachment, and hallucinations...' headline of the week. A New Paper Just Found Something Horrifying About Kids Who Get Phones Early in LifeChief scientist Tara Thiagarajan found that among the more than 100,000 18-to-24-year-olds whose outcomes they tracked, those who got phones when they were younger experienced more suicidal ideation, aggression, reality detachment, and hallucinations as they aged.In our 'Man leaves gym and goes to Wendy's to get fit' headline of the week. Barclays leaves Net Zero Banking Alliance to combat climate changeIf you want to prove your commitment to transitioning Barclays, feel free to use our data to vote out every director that underperforms on climate!In our 'Olive Garden appoints car mechanic as executive chef' headline of the week. Harley-Davidson board appoints Topgolf executive as next CEOArtie Starrs has been golf CEO, Pizza Hut CEO, is on a non profit board that helps underprivileged children, got an economics degree from Princeton, and he enjoys hiking, playing golf, listening to live music. He sounds exactly like someone who rides a Harley.In our 'SOMEONE IS ACTUALLY FIGHTING. And of course it's a female founder.' headline of the week. A long-running anti-DEI lawsuit could help companies defend themselves from reverse-racism claimsElizabeth Gore of Hello Alice is fighting Stephen Miller's AFL lawsuit brought on behalf of a white trucker in Ohio who says they didn't get a shot at a grant that went to someone black - and Gore is winning because it's all a fucking jokeMeanwhile, Brown, Harvard, Colombia and the high priced Ivies are folding like cowardsReach out to Hello Alice or Gore, offer help or support, join the service, because somewhere there is someone fighting bullshitFigma IPO QUIZThe Figma IPOFigma founder and CEO Dylan FieldWhat percentage of shares does he actually own in the company?17%What is total voting power?74%How many votes per share are magical Class B shares worth?15 votes per shareWhat percentage of Class B shares does Dylan control?99%There are 5 executive officers and 10 directors, how many are women?2 (directors)Who is the chair of the Figma board?CEO and founder and controlling shareholder Dylan FieldHow many friendships with Peter Thiel does Dylan Field have?1How many college degrees does Dylan Field have?0Where did Dylan Field drop out of?BrownWho paid Dylan Field to drop out of college?Peter ThielIn addition to his shareholdings, how much is Dylan Field due to receive if the stock price hits $130 (it already was over $124)$2B in equityWhich CEO's pay package was Dylan Field's pay package modeled after?Elon MuskHow many years does Dylan Field have to reach that stock price hurdle?10How old is this very rich college dropout?33In response to a question about how he was going to change the world, what did Dylan Field say?He was going to build better software for drones.Then I'm guessing Figma must truly benefit humanity if this guy is so rich, what does Figma do exactly?Figma is a collaborative web application for interface design, with additional offline features enabled by desktop applications for macOS and Windows. The feature set of Figma focuses on user interface and user experience design, with an emphasis on real-time collaboration,[3] utilizing a variety of vector graphics editor and prototyping tools.

CNBC's
Showdown At The Fed… And Another Hit For UnitedHealth As The DoJ Investigates 7/24/25

CNBC's "Fast Money"

Play Episode Listen Later Jul 24, 2025 43:37


All eyes on the Fed as President Trump embarks on a rare presidential visit to the central bank amid its contested renovations. And, UnitedHealth drops after it confirms it's responding to government probes into its Medicare operations. Plus, Chipotle sinks on its earnings miss, while airlines lose altitude. Fast Money Disclaimer

CNN News Briefing
Starvation in Gaza, Hulk Hogan dies, Uber's new feature & more

CNN News Briefing

Play Episode Listen Later Jul 24, 2025 6:42


The UN describes the desperate humanitarian crisis in Gaza as mass starvation spreads. Wrestling fans are mourning the loss of Hulk Hogan. We'll explain why UnitedHealth is under federal investigation. Authorities have released new documents on the Idaho college student killings. Plus, a long-awaited option will soon be available for Uber's female riders. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Daily Zeitgeist
OBAMA DID WHAAAT? Uber, But Man With Gun 07.23.25

The Daily Zeitgeist

Play Episode Listen Later Jul 23, 2025 69:15 Transcription Available


In episode 1901, Jack and Miles are joined by host of American Hysteria, Chelsey Weber-Smith, to discuss… Epstein Panic Check In, That ‘Uber With Guns’ App Is Expanding and more! Reporter: Why doesn’t the President just order the FBI to release the full Epstein files? Deputy attorney general seeking meeting with Epstein associate Ghislaine Maxwell Trump 'won't make a deal' with Washington Commanders if team refuses to change name 'Uber With Guns’ App Contracts With Police Officers Accused Of Misconduct ‘Uber with guns’ app launches in Los Angeles A New Uber Clone With Armed Drivers Is the App for a Violent and Paranoid America 'Uber for bodyguards': New app provides armed security teams at the push of a button Protector: We revisit the tragic murder of UnitedHealthcare’s CEO and examine how the presence of a Protector may have changed the outcome. (Clip) Protector Launches Patrol App to Bring Elite Protection to Los Angeles Homes and Families Dystopian Startup Lets the Wealthy Rent Off Duty Cops on Demand The Blurred Blue Line LISTEN: Just Can't Explain by Alps CruSee omnystudio.com/listener for privacy information.

Becker Group C-Suite Reports Business of Private Equity

Today, Scott discusses the increased political and economic tensions on the largest insurance companies in the U.S., including Elevance and UnitedHealth.

Pod Save the People
Dreaming Beyond the Now w/ Saul Williams & Anisia Uzeyman

Pod Save the People

Play Episode Listen Later Jul 15, 2025 110:11


Trump faces backlash from MAGA base, UnitedHealth works to silence critics, Mississippi water crisis continues, and the life and legacy of Jewel Thais-Williams. Myles interviews Saul Williams and co-director Anisia Uzeyman about their film Neptune Frost, now streaming on AfroPoP: The Ultimate Cultural Exchange. NewsTrump faces a revolt from his MAGA base over the Epstein filesUnitedHealth's Campaign to Quiet Critics Jewel Thais-Williams, founder of Jewel's Catch One, dies at 86 The Ugly Politics of Jackson, Mississippi's Ongoing Water Crisis  Follow @PodSaveThePeople on Instagram.