Podcasts about valuations

In this episode of the TPR Podcast, Matthew Jarvis and Scott DiGiammarino discuss the implications of the recent market downturn on valuations and client communications. They explore how historical market events can inform current practices, the importance of maintaining client relationships during turbulent times, and the evolving landscape of financial advisory practices. The conversation delves into the significance of talent in determining valuations, the necessity of developing the next generation of advisors, and the role of culture and environment in mergers and acquisitions. The episode concludes with insights on the due diligence process in M&A and the importance of finding the right fit for advisors looking to transition their practices. Valuations in a Changing Market With Scott DiGiammarino Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Scott DiGiammarino:Website  | LinkedIn - Get your practice valuation here

Today's Sports Daily covers Hard Knocks Episode #2, NFL franchise valuations, Cowboys documentary coming to Netflix, and an update on the Circa Survivor Contest. Music written by Bill Conti & Allee Willis (Casablanca Records/Universal Music Group) 

James Cook's new contract details, contract allegiance, and dynasty valuation vs. the market are discussed by Chad Parsons. Get 400+ premium podcasts by signing up at www.UTHDynasty.com as a General Manager PLUS subscriber. Also, get access to exclusive shows and deep data dive content from Chad Parsons (and a VIP Chat with the best dynasty owners on the planet) by signing up as an All-Pro at www.Patreon.com/UTH. Thanks for listening and keep building those dynasties!

Public speaking is one of the most common fears in business—but it doesn't have to hold you back. In this episode of Behind The Numbers With Dave Bookbinder, we're exploring the business value of public speaking with Juanita Wheeler, a TEDx speaking coach, strategist, and expert in persuasive communication. Juanita shares her journey from introvert to speaker and coach, revealing how mastering communication can drive career growth, support business development, and build powerful personal brands. We unpack why presentation skills matter in today's marketplace—and how you can use them to stand out. You'll learn how to: Overcome fear and anxiety around public speaking Craft impactful, memorable messages Use slides with intention—not as a crutch Connect with your audience authentically Leverage speaking opportunities to grow your influence Whether you're pitching investors, leading a team, or building your reputation in the marketplace, this conversation will help you speak with confidence—and purpose. About Juanita Wheeler: Juanita Wheeler has coached over 100 TEDx speakers in addition to CEOs, entrepreneurs, authors, researchers and change-makers to deliver presentations worthy of their great ideas. Juanita is a public speaking coach, speechwriter, the CEO and Head of Speaker Coaching at TEDxBrisbane and the Founder of Full & Frank. Juanita has over two decades of speaking experience, is an Adjunct Lecturer at the University of Queensland, and a Global Fellow with the Atlantic Fellows based out of Oxford University. Juanita has three Masters degrees (two in business and one in social change leadership). Connect with her here: https://linktr.ee/fullandfrank About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

Investopedia's Caleb Silver says there's a lot Cava Group (CAVA) needs to serve to investors when with its earnings report. While the company has experienced notable growth, Caleb tells investors to keep it in a category separate from giants like Chipotle (CMG), adding that Cava's valuation is stuffing the current price. Tom White adds example options trades for Cava and Chipotle to investors' plates.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode of Mining Stock Education, host Bill Powers is joined by John Kaiser of KaiserResearch.com, who brings 40 years of industry expertise to discuss the current state of the junior mining sector. Kaiser shares that the sector is offering the most lucrative pricing he has seen in decades, highlighting the importance of discerning valuable opportunities amidst a plethora of less promising companies. The conversation delves into Kaiser's rational speculative model for evaluating mining stocks, the impact of geopolitical and economic factors on resource juniors, and current and future trends in both precious and critical metals. Kaiser also touches on his shift in newsletter business model to rely solely on subscriber support and addresses the challenges and opportunities facing junior miners in North America. 00:00 Introduction 00:50 Current Value in the Junior Mining Sector 03:02 Rational Speculative Model Explained 04:32 Discovery and Valuation in Junior Mining 05:47 Challenges and Opportunities in Feasibility Studies 12:59 Speculative vs. Production Focus 20:14 Market Inefficiencies and Knowledge Arbitrage 23:42 Critical Metals vs. Precious Metals 25:13 Trump's War on Energy Transition 26:22 Navigating the Critical Metals Market 28:13 Challenges in American Mining Competitiveness 31:32 Global Mining Landscape and Geopolitical Influences 36:07 Innovative Approaches in Resource Exploration 39:59 Revolutionizing the Newsletter Business Model 48:06 Conclusion and Final Thoughts John's subscription services: https://www.kaiserresearch.com/g11/Home.asp https://kaiserresearch.substack.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Chris Waller, founder of Hidden Gems Investing, for his third appearance. Chris shares his deep research into Judges Scientific, a UK-listed serial acquirer of niche scientific instrument businesses. The discussion covers Judges' disciplined acquisition strategy, historical returns, and competitive advantages in attracting founder-led businesses. They examine the challenges of scaling acquisitions, lessons from Geotech, the impact of recent headwinds like US college spending cuts, and long-term growth prospects. Chris also addresses management succession risks, valuation considerations, and the cultural nuances behind the company's dividend policy. The conversation blends analysis of market misperceptions with insights into capital allocation, operational philosophy, and how to sustain high returns in a specialized sector.______________________________________________________________________[00:00:00] Introduction and guest background[00:02:07] Chris on Hidden Gems Investing[00:02:57] Overview of Judges Scientific[00:06:43] Example acquisitions and product types[00:07:47] Market misperceptions and headwinds[00:09:32] Acquisition pricing discipline and competitors[00:13:44] Reputation advantages over new entrants[00:15:39] Acquisition pace and scaling challenges[00:18:43] Geotech acquisition scale and risks[00:20:07] Geotech's business model and setbacks[00:23:53] Expedition delays and revenue impact[00:25:48] Halma example for scaling runway[00:29:17] Management succession considerations[00:32:51] Sale likelihood and culture preservation[00:33:30] US college spending cuts and guidance[00:36:56] Recovery scenarios and uncertainty impact[00:39:21] Potential acquisition opportunities in downturn[00:41:05] Valuation framework and growth assumptions[00:43:34] Business quality vs. peer acquirers[00:44:20] EPS target changes in compensation plan[00:45:37] Dividend policy and UK investor culture[00:48:35] Post-acquisition integration philosophy[00:51:14] Closing thoughts and R&D disciplineLinks:Yet Another Value Blog: https://www.yetanothervalueblog.comSee our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

Nigam Arora returns to Market on Close to discuss some of the biggest tech moves he's watching in the market. He's impressed with Microsoft (MSFT) continuing to beat "very high" expectations in Azure cloud and Copilot. On Palantir (PLTR), Nigam outlines the company's path to reaching $1 trillion in market cap. While he sees the current price-to-sales ratio as unsustainable, he says Palantir is "so deeply embedded" in the U.S. government that it has a "sticky" source of revenue even if its commercial business wavers.======== 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

Stepping beyond America's borders might be the smartest move for savvy investors right now. Phil Wool of Raliant Capital makes a compelling case for international equities—particularly emerging markets—at a time when U.S. stocks trade at historically high valuations.The numbers tell a striking story: U.S. equities currently command a Shiller-CAPE ratio of 38 times earnings—three standard deviations above historical averages. While this doesn't predict an imminent crash, it strongly suggests lower-than-average returns over the next decade. Meanwhile, international markets offer better growth prospects at more attractive valuations.Wool challenges the oversimplified narrative that international stocks have performed well this year solely because of dollar weakness. He highlights how emerging markets contain significant technology exposure, with many companies either competing with or supplying critical components to U.S. tech giants driving the AI revolution. This mirrors patterns from the dot-com era, when companies supplying internet infrastructure in emerging markets ultimately outperformed many headline-grabbing U.S. names.For investors concerned about selecting winners in unfamiliar markets, Raliant's "quantamental" approach offers a solution. Their systematic strategies analyze billions of data points to identify companies with strong fundamentals flying under the radar. They incorporate market-specific factors that pure fundamental investors might miss, like foreign institutional investor holdings in South Korea or retail investor behavior in Taiwan.Recent trade policy developments, including the Japan-U.S. trade agreement, demonstrate how market overreactions to political theater create opportunities for patient investors focused on fundamentals. These dislocations generate alpha for systematic strategies that can identify when stocks have unreasonably discounted good news or failed to properly price in positive developments.Ready to diversify globally? Consider using the ACWI as your benchmark, with approximately 60% in U.S. stocks and 15% in emerging markets—then adjust based on current valuations and opportunities. With today's pronounced valuation disparities, overweighting international exposure might be the prudent choice for investors seeking both diversification and potential outperformance in the coming years. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

"What makes our events unique is the interaction." — Joe Marion, President, Cloud Communications Alliance In this special Technology Reseller News podcast, Doug Green speaks with Joe Marion (President) and Clark Peterson (Chairman) of the Cloud Communications Alliance (CCA) to preview the 2025 CCA Financial Summit, taking place October 7–8 at Washington, D.C.'s historic Willard Hotel. Designed for C-suite executives, the half-day Financial Summit will follow the Cavell Group's annual meeting and feature high-impact sessions on the intersection of finance, regulation, and AI in the cloud communications sector. The program combines top-tier industry analysis, real-world case studies, and collaborative networking in an intimate setting. Highlights from the Conversation: Venue & Networking – The Willard Hotel's historic setting and curated size ensure high-value interactions among executives, analysts, and dealmakers. Regulatory Realities – Sessions such as “Hotel California: The Regulatory Impact on Cloud Communications” will examine how state-level overregulation—especially in California—can derail deals and affect company valuations. Expert-Led Finance Panels – Speakers include Michael Quinn (QAdvisors), telecom attorney Jonathan Marashlian, and regulatory expert Michael Pryor, providing actionable insights for M&A, compliance, and strategic planning. Zoom's Special Announcement – The summit will be the platform for a major product update from Zoom, the event's gold sponsor. AI and Valuation – Leading analysts and executives will discuss how AI integration impacts company value, and CEOs will share firsthand strategies for monetizing AI in communications. Best Practices Roundtable – A moderated, interactive session where attendees can exchange strategies and address the most pressing issues in the industry. Exclusive Capitol Hill Access – Limited to 20 participants, an exclusive Capitol tour and private dinner with CCA leadership and a special congressional guest will offer deeper relationship-building opportunities. Marion and Peterson emphasize that the Financial Summit delivers three core benefits: direct access to the industry's top experts, unmatched C-level networking, and visibility with analysts who influence major buying decisions. For members and first-time attendees alike, it's a chance to align strategy with market reality while making high-value connections. Learn more and register at https://www.cloudcommunications.com/events/financial-summit-2025

Every financial executive should either have the book Valuation or have it on their physical or digital bookshelf in their antilibrary.CFO Bookshelf is thrilled and honored to have the lead author of all eight editions of this foundational book on valuation, which is used in many financial curricula around the nation on college campuses.In this conversation, we hit on ROIC, growth, economic profit, long-term thinking, and the best way to read this book.

Episode SummaryIn this crossover episode of First Cheque and In The Blink of AI, Cheryl Mack (Aussie Angels) and Maxine Minter (Co Ventures) team up with host Georgie Healy to unpack how investors are thinking about AI, beyond the hype. From pitch decks to product demos, they reveal the frameworks and gut checks they use to spot real value in AI startups, even when they're not technical experts themselves.You'll also get a behind-the-scenes look at how Cheryl and Maxine are integrating AI into their own workflows, not just as investors, but as operators. From using ChatGPT to summarise founder meetings, to leveraging Prompt Cowboy and NotebookLM for due diligence and research prep, they walk through real examples of how AI is saving them time, sharpening decision-making, and helping them stay ahead in deal flow. And yes, we finally answer the question: what is an agent… and does anyone actually have one?Time Stamps02:15 – Are Cheryl and Maxine AI skeptics or advocates?06:00 – What's actually fueling the AI hype?10:45 – Are we in a bubble—or just early in the cycle?16:20 – Valuations, FOMO, and how investors are pricing AI21:00 – What angel investors should look for in AI startups27:30 – AI's biggest red flag: When it all just sounds like magic31:00 – Are agents real or is everyone faking it?36:40 – AI in venture workflows: What Maxine actually automates41:30 – The real power of personal brand in VC44:50 – How Cheryl preps for founder calls with Google NotebookLM49:00 – Weekly AI hacks: From flat lays to voice-mode strategy sessions52:10 – Founder FOMO: Prompt Cowboy, Juno, and other hot startups54:00 – The case for non-technical founders in AI58:00 – Are one-person billion-dollar startups real?Resources

Episode Description:Hosted by James Altucher (serial entrepreneur, bestselling author of "Choose Yourself," podcaster, hedge fund manager, chess master, and investor in over 20 companies, with expertise in crypto and AI) and Joseph Jacks (founder and general partner of OSS Capital, the world's first VC firm dedicated to commercial open-source software; early-stage investor in AI and open-source tech, previously Entrepreneur-in-Residence at Quantum Corporation).In the premiere episode, James and Joe explore Bittensor's decentralized AI ecosystem, contrasting it with centralized giants like xAI's Grok 4. They discuss subnets providing GPUs, datasets, and models; proof-of-useful-work mining; building custom AI agents; and Bittensor's potential to outpace Big Tech in achieving superintelligence.Plus, tokenomics, real-world apps, capitalism parallels, and bold predictions on TAO's future value.Key Timestamps & Topics:00:00:00 - Intro: Podcast overview, AI/crypto news (Grok 4, Bitcoin ATH), centralized vs. decentralized AI.00:09:00 - Proof of Useful Work: Mining datasets, models, inference on Bittensor.00:10:00 - Subnet Deep Dives: Dataverse (13) for data scraping; building trading models.00:16:00 - Chutes (64): Cheap AI inference, e.g., Bible chatbot at 1/50th OpenAI cost.00:23:00 - Agentic AI: Building owned agents, avoiding Big Tech biases/control.00:28:00 - Scaling & Future: Decentralization's infinite potential; Bitcoin compute parallels.00:33:00 - Superintelligence Path: Bittensor faster than Elon; energy/chip challenges.00:34:00 - Bittensor's Early Stage: Like 1990s internet, needs better user interfaces.00:38:00 - Chutes Economics: 10T+ tokens served, 4.4K H100 GPUs, user growth.00:50:00 - Valuation & Growth: Subnets as companies; TAO potentially 5-10x Bitcoin.01:02:00 - Bittensor as Pure Capitalism: Incentives for supply/demand; upgrading equity models.01:09:00 - Centralization Risks: Elon/Meta control; Bittensor's global solution.01:13:00 - Wrap-Up: Teasing future episodes on subnets, AI ventures.Key Takeaways:Bittensor incentivizes ~20-100K GPUs permissionlessly, rivaling xAI at zero CapEx.Subnets like Chutes (inference) and Dataverse (data) enable cheap, owned AI models for anyone.Decentralization democratizes AI talent/compute, potentially building AGI faster than centralized efforts.Quote: "Bittensor is the most expressive language of value in the history of languages of value." – Joseph JacksResources & Links:Bittensor Official: bittensor.comTaostats (Explorer/TAO App): taostats.ioSubnet 64 (Chutes): taostats.io/subnets/64Subnet 13 (Dataverse): macrocosmos.ai/sn13Akash Network: akash.networkxAI: x.aiFollow Hosts: @jaltucher & @josephjacks_ on XSubscribe for more on Bittensor subnets, AI building, and crypto trends! Leave a review and share your thoughts. #TheTaoPod #Bittensor #DecentralizedAI #TAOToday's Advertisers:Secure your online data TODAY by visiting ExpressVPN.com/ALTUCHERElevate your workspace with UPLIFT Desk. Go to https://upliftdesk.com/james for a special offer exclusive to our audience.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On the latest episode of the Financial Samurai podcast, I sat down with Ben Miller, cofounder and CEO of Fundrise, for a deep dive into AI, venture capital, and what it really takes to get into the best deals. Key Takeaways from the Podcast 1. AI Growth and Market Dynamics Revenue growth is accelerating in big AI companies like Anthropic. There's an AI benchmarking race where many products seem similar, but differentiation still matters—Ben Miller doesn't believe AI is a commodity at all. The biggest AI players continue to extend their lead, creating a “winner-take-most” dynamic. 2. Venture Capital Strategy and Concentration How much concentration is acceptable in a venture fund: up to 50% of the portfolio can be concentrated in just two companies. Importance of building a pipeline (“bench”) of potential giants like OpenAI, Anthropic, and Databricks. Leveraging scouts in key hubs like San Francisco to source the next wave of private growth companies. 3. Valuation and Economic Concepts Growth-Adjusted Revenue Multiple as a more nuanced valuation approach for high-growth companies. Baumol Effect – rising costs in labor-intensive sectors despite limited productivity gains, and how this might influence AI adoption and consumer behavior. 4. Access and Allocation Challenges Figma IPO: Allocation was difficult even for well-connected investors; demand for strong growth companies far outstrips supply. Innovation Fund's approach: invested in 6 of the top 50 companies on the CNBC Disruptor list. The battle of connections and wealth—strong networks often determine who gets into the best deals. See related post:  The Futility Of Chasing Allocation In A Hot IPO Company 5. Strategic Advantages for Investors Directing a 2M+ user base to both invest in and use portfolio company products (examples: Ramp, Flywheel) as a growth driver. Using product adoption to create a feedback loop of higher valuations and more capital access. 6. Macro Perspectives on AI China's optimistic, aggressive push into AI contrasts with America's more cautious and sometimes pessimistic stance. Why I'm personally increasing my allocation to AI—both as a long-term growth opportunity and as a hedge against missing the next big wave. Invest in Private Growth Companies With Fundrise Companies are staying private longer, which means more gains go to early private investors rather than the public. If you don't want to fight in the IPO “Hunger Games” for scraps, consider Fundrise Venture. About 80% of the Fundrise venture portfolio is in artificial intelligence—an area I'm extremely bullish on. In 20 years, I don't want my kids asking why I ignored AI when it was still early. The investment minimum is just $10, compared with $200,000+ for most traditional venture funds (if you can even get in). You can also see exactly what the fund holds before you invest, and you don't need to be an accredited investor. Subscribe To Financial Samurai  Pick up a copy of my USA TODAY national bestseller, Millionaire Milestones: Simple Steps to Seven Figures. I've distilled over 30 years of financial experience to help you build more wealth than 94% of the population—and break free sooner. To expedite your journey to financial freedom, join over 60,000 others and subscribe to the free Financial Samurai newsletter. Financial Samurai is among the largest independently-owned personal finance websites, established in 2009. Everything is written based on firsthand experience and expertise. To Your Financial Freedom, Sam

Leila Rahimi and Mark Grote were joined by Eben Novy-Williams of Sportico to discuss his recent reporting on the Bears being valued at $8.8 billion in a recent transaction of a 2% ownership stake in the organization.

What SaaS metrics actually move the needle on your company valuation? In episode #304, Ben Murray shares his “Power 3” SaaS metrics — the three investor metrics that consistently signal scalable growth and increase SaaS valuations. While many articles list “top metrics” without context, these three have proven to be the most impactful in boardrooms, investor meetings, and due diligence. If you want to attract investors, strengthen your business model, and maximize your valuation, start by mastering these three metrics. What You'll Learn: Gross Profit Why high gross profit (80%+ for pure-play SaaS) is a foundation for growth. How revenue mix and margins by stream impact scalability and valuation. Gross Revenue Retention (GRR) Why GRR is the ultimate measure of product stickiness. How poor retention erodes efficiency and drags on working capital. ROSE (Return on SaaS Employees) Ben's proprietary alternative to “revenue per FTE.” Now updated to account for AI-driven roles that replace human labor. Why ROSE is more accurate for modern SaaS org efficiency. Why These Metrics Matter for Investors & Valuation Investors look for predictable, efficient growth — these metrics show exactly that. High gross profit and retention indicate a sustainable business model. ROSE reveals operational efficiency that supports long-term profitability. Together, these KPIs create a clear narrative for maximizing company valuation. Resources Mentioned: The Power 3 SaaS Metrics — Blog post + downloadable templates: https://www.thesaascfo.com/the-power-3-saas-metrics-that-predict-if-youll-scale-or-stall/ Quote from Ben: “If I could only choose three metrics to see if you're scaling the right way, it would be gross profit, gross revenue retention, and ROSE.”

Jason Blackwell doesn't see flashing red signals, but thinks it could be a good time to trim positions and reallocate within your portfolio with the market near highs. He explains how he uses valuation as a timing mechanism for investing, but says one certainly needs to look at additional market factors as well. On earnings, “margins continue to be really healthy.” Jason also discusses recent economic data and Fed speakers taking a turn towards dovishness.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The 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:(02:52) Cloud Providers: AWS, Azure, and Google Cloud Analysis(12:19) Figma IPO: Valuation and Market Implications(28:38) Remitly's Growth Amidst Market Challenges(34:21) Evaluating Growth Potential in Stocks(36:26) Innovations in Digital Finance and Remitly's Strategy(41:00) Airbnb's Market Position and Growth Challenges(50:52) Coupang's Expansion and Competitive Landscape(57:43) OpenAI's Valuation and Market Dynamics*****************************************************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.

"Can I make money selling AI... or should I give it away to sell more of something else?" — Irwin Lazar, President and Principal Analyst, Metrigy In this special preview podcast for the upcoming Cloud Communications Alliance (CCA) Financial Summit, Doug Green, Publisher of Technology Reseller News, sits down with Irwin Lazar, President and Principal Analyst at Metrigy, to discuss how AI is reshaping the economics of cloud communications—and how that impacts everything from vendor strategy to company valuations and M&A activity. As part of a diverse panel at the CCA Financial Summit, October 7–8 at the Willard Hotel in Washington, D.C., Lazar brings the voice of the buyer to the discussion. Drawing from Metrigy's extensive buyer-side research, he offers a data-driven look at how AI is being implemented, monetized, and evaluated across the communications and contact center landscape. Key Insights from the Podcast: The Monetization Dilemma: Vendors face tough choices—charge premiums for AI features or offer them for free to drive core product adoption. Strategic M&A: Recent deals, like NICE acquiring Cognigy, suggest buyers are favoring tech-focused acquisitions over ego-driven, market-share plays. Build vs. Buy: With AI coding tools becoming more accessible, enterprises face classic tradeoffs—develop internally using models like OpenAI and Anthropic, or accelerate capability through acquisitions. Risks on the Horizon: Lazar identifies power availability, data trust, and model disruption (e.g., DeepSeek's entry) as potential speed bumps for future AI adoption. Avoiding the Avaya-Nortel Trap: Today's acquirers appear more cautious, focused on adding capabilities—not just size. With AI influencing everything from product development to boardroom decisions, Lazar's perspective will be a highlight of the CCA Financial Summit's finance-focused programming. His message is clear: AI isn't just a tech trend—it's a business driver that's rapidly influencing enterprise strategy, investor sentiment, and go-to-market approaches. Learn more about Metrigy at https://metrigy.com Learn more about the Cloud Communications Alliance at https://cloudcommunications.com

Send us a text00:00 - Intro00:54 - OpenAI Tender Eyes $500b Valuation01:38 - OpenAI Offers Govt ChatGPT for $102:14 - OpenAI Releases Open-Weight Models02:57 - OpenAI Launches GPT-5 Model03:33 - Bullish Targets $4.23b IPO Valuation04:46 - n8n Raises at $2.3b Pre-Money05:47 - Figure Technology Files $3.3b IPO06:37 - Clay Raises $100m at $3.1b07:21 - Groq Hosts OpenAI Open Models08:25 - ElevenLabs Launches AI Music Generator09:28 - Brex Secures EU Payments License

durée : 00:10:45 - L'invité de 7h50 - par : Céline Asselot - Yannick Neuder, ministre chargé de la Santé et de l'Accès aux soins, auprès de la ministre du Travail, de la Santé, de la Solidarité et des Familles, est l'invité de Céline Asselot à 7h50, au lendemain de la décision du Conseil constitutionnel de censurer la réintroduction de l'acétamipride. - invités : Yannick Neuder - Yannick Neuder : Cardiologue et homme politique français Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

durée : 00:10:45 - L'invité de 7h50 - par : Céline Asselot - Yannick Neuder, ministre chargé de la Santé et de l'Accès aux soins, auprès de la ministre du Travail, de la Santé, de la Solidarité et des Familles, est l'invité de Céline Asselot à 7h50, au lendemain de la décision du Conseil constitutionnel de censurer la réintroduction de l'acétamipride. - invités : Yannick Neuder - Yannick Neuder : Cardiologue et homme politique français Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

Helping Physicians Better Understand the Business Valuation Models Used in the Marketplace   Guest Presenter: Chris Staples, CFP®, AIF®, Owner of Wealth 360, LLC, Buford, Georgia, United States   Host: Michael Tetreault, CGSP®   Learn More: https://wealth360advisors.com/   Recording Date: 2020   (C) Concierge Medicine Today, LLC. All rights reserved.   About   Chris Staples is the Principal owner of Wealth 360, LLC.; a fee-only Registered Investment Advisory firm located in the greater Atlanta Area. Wealth 360, LLC provides comprehensive and objective financial planning to help clients organize, grow, and protect their assets through life's transitions.   As a fee-only fiduciary and independent financial advisor, Chris Staples is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Chris typically works with professionals, business owners, and those near and in retirement helping to develop long-term Financial Planning strategies.   Chris holds the CERTIFIED FINANCIAL PLANNER™ designation under the Certified Financial Planning Board of Standards as well as an Accredited Investment Fiduciary® designation through Fi360. He holds a business degree from Indiana Wesleyan University and earned the Certificate of Financial Planning from Oglethorpe University.   Chris served as President of the National Association of Insurance and Financial Advisors North-Metro Atlanta Chapter [2004-2005]. From 2010-2012 Chris served on the Board of Directors with the Financial Planning Association as the ProBono Chair.   WEB SITE: https://wealth360advisors.com/   LEARN MORE, Connect With Chris directly at: https://www.linkedin.com/in/stapleschris/   Disclaimers: This content is for educational purposes only and does not provide medical, financial, legal, or professional advice. Concierge Medicine Today, LLC (CMT) is not liable for errors from guest contributions. Users should consult reliable advisors before making decisions. By using this content, you agree to CMT's Terms and Conditions and Privacy Policy, releasing CMT from liability. CMT may remove content without notice, and guest interviews do not imply endorsement. Users assume all related risks. Thank you.

Ben Emons talks all things A.I. He points to OpenAI's valuation bid that could propel it as the highest valued private company as reason enough to keep evolving tech top of mind. Ben believes the company can become highly profitable if it maintains its open source LLMs once it goes public. On the hardware side, Ben sees robotics as a long-term growth industry as Nvidia (NVDA) continues to mass produce chips. He later explains the Mag 7's role in the ecosystem and why he likes Microsoft (MSFT) among the group.======== 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

Petri Redelinghuys from Herenya Cappital Advisors shares insights on AMD, Nvidia, Intel – and the future of chip stocks.

United Airlines has resumed flights after a technical issue grounded all mainline operations. While service is returning to normal, some delays are still expected. Meanwhile, as we hit the dog days of summer, it's time to kick off Pumpkin Spice season. And — how much are the Chicago Bears really worth? The eye-popping number may surprise you.

A headline out today from the sports business site Sportico says the Chicago Bears are valued at roughly $8.8 billion — but in reality, their valuation is likely closer to $7.5 billion. Marc Ganis, President and Co-Founder of Sports Corp Ltd. here in Chicago, joins Andy Dahn on the WBBM Noon Business Hour to discuss.

-The AI sales automation startup raised fresh funds, led by CapitalG, just months after its last round. -While the ActivityPub integration is a main selling point for Ghost 6, this major release includes a number of other changes and new additions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In today's uncertain market with high capital costs and changing investor demands, startup valuation requires both expertise and adaptability. Valuation specialists Ross McSwain and Charles Gallman discuss how economic challenges are shaping current models and highlight the growing importance of founder vision and qualitative factors. They outline cost, market, and income approaches for different growth stages, referencing AICPA guides and practical experience, and stress the need to align methods with milestones and capital structure. Key takeaways  Valuation shifts as startups grow Qualitative factors matter VC return goals set discount rates Cost approach applies beyond early stages Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests: Charles Gallman, CPA/ABV, Managing Director, Advisory Services, Grant Thornton Ross McSwain, ABV, Managing Director, Advisory Services, Grant Thornton Host:  Nene Glenn Gianfala, CPA/ABV, Senior Vice President – Valuation Advisory Group, Chaffe & Associates Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com  RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online Accounting and Valuation guides from AICPA  If you are an AICPA-FVS Section member see below for free access to these guides Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Assets Acquired to Be Used in Research and Development Activities - Accounting and Valuation Guide Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Assets Acquired to Be Used in Research and Development Activities - Accounting and Valuation Guide The FVS Valuation Podcast archives Early-Stage Valuation, A Conversation with author Antonella Puca 409A Valuations – What you Need to Know Valuation Considerations in Equity Compensation LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com    

OpenAI is eyeing a blockbuster $500B valuation in new talks for an employee share sale. We dig into the details and who stands to gain the most in any potential deal. 

Have you been wondering what the “Big Beautiful Bill Act” means for the sale of your business? Join returning guest Bill Weirsema as we discuss the changes that are designed to make M&A transactions more attractive, reduce tax burdens for both buyers and sellers, and stimulate more activity in the market. View the complete show notes for this episode. Want To Learn More? Allocation of Purchase Price & Taxes When Selling a Business EBITDA | Definition, Formula & Example – A Complete Guide Qualified Small Business Stock – Tax Benefit That Could Pay Millions Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

What if HR could be measured with the same rigor as finance? In this episode of Behind The Numbers With Dave Bookbinder, we're diving into how human capital can—and should—be treated as a value-creating investment. Dave is joined by Dr. Solange Charas, founder of HC Moneyball, co-author of Humanizing Human Capital, and professor at Columbia University. Dr. Charas shares how HC Moneyball is equipping human capital practitioners with the quantitative tools they need to speak the language of finance—helping shift HR from a qualitative support function to a strategic business partner. You'll hear insights on: Why aligning HR with financial metrics is essential for earning a seat at the executive table The impact of AI on workforce management and decision-making How to calculate and apply key metrics like HCROI The global movement toward standardized human capital reporting How to reframe the workforce from a cost center to a driver of business value This episode is a must-listen for business leaders, CFOs, and HR professionals looking to bridge the gap between people and performance. ----more---- About Solange Charas: In this enlightening episode of Behind the Numbers, host Dave Bookbinder welcomes Dr. Solange Charas to discuss the significant role of human capital in driving business success. Dr. Shirah, a professor at Columbia University and founder of HC Moneyball, shares her expertise on preparing human capital practitioners with quantitative skills to transform HR from a qualitative to a more data-oriented function. The conversation explores the importance of HR professionals speaking the language of finance to gain a strategic seat at the table, the impact of artificial intelligence on human capital, and how HC Moneyball helps organizations perceive human capital as an investment rather than an expense. Additionally, Dr. Charas introduces her co-authored book "Humanizing Human Capital," which combines future HR perspectives with data analytics for value creation. With insights into the global landscape of human capital reporting and metrics, the episode breaks down crucial formulas like the HCROI and offers a roadmap for improving workforce efficacy. The discussion also addresses challenges and opportunities within HR functions and the need for a business-minded approach to human capital management. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.    He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”   Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.  

Dr Murali Ramachandra, CEO of Aurigene Oncology, talks to Anju Ghangurde about the tough biotech funding environment, promising pipeline assets including a CAR-T cell therapy in Phase II and ‘hybrid' manufacturing options, besides outcome-based reimbursement models. The promise of bispecifics and multispecifics in oncology, including Chinese biotech Akeso's PD-1/VEGF bispecific antibody, are some of the other topics he discussed.

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In today's Tech3 from Moneycontrol Amazon and Flipkart's top sellers are clocking massive revenues, but with razor-thin profits and rising regulatory heat. Jewellery brand Bluestone tones down its IPO valuation but hopes to shine with its phygital strategy. Meanwhile, UPI hits a record 707 million daily transactions, but funding cuts raise questions on sustainability. And Indian audio firms scramble as China's export curbs on rare earth metals disrupt production.

Gm! This week, Duncan and Matt join Yano to dive into Galaxy the day before their quarterly earnings drop. In this episode, Duncan and Matt dive into Galaxy's unique business model and how it's perfectly positioned for the AI, crypto and datacenter narratives and how this will propel GLXY stock, as we move into the future.  -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Follow Rittenhouse Research: https://x.com/RHouseResearch Follow Duncan: https://x.com/FloodCapital Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 50 Million users over $11 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at https://skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.Visit https://www.ledn.io to learn more. -- Chapters: (02:32) Unpacking Galaxy (06:35) Bitcoin Mining (14:01) Crypto Business (16:02) Ads (Skale, Katana) (17:32) Galaxy's Products (24:43) Goldman Sachs' Valuation (31:58) Data Center Business (42:39) Ads (Skale, Katana) (44:10) Galaxy's Business Evolution (53:40) Economics Explored (01:01:06) Data Center Developments (01:13:05) Ads (LEDN) (01:14:06) Challenges (01:26:55) GLXY Stock Analysis — Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

We dive into the risks for both the buyer and seller here. THIS episode started out as a personal conversation that turned into something we needed to record publicly. Ryan is fantastic. You'll love this episode. Even the best experts make mistakes.   SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at nick@inzotechnologies.com.   Get expert M&A guidance, valuations, and fractional executive support from Amplēo. Learn more at www.ampleo.com/lets-buy-a-business-podcast/.   Buying or selling? Business Valuation help? - Lean on Peak Business Valuation and their expertise now. https://hubs.li/Q03zlvqH0

Today on our show:Bigcommerce Rebrands as Just CommerceUPS Q2 Earnings Highlights Strange Economic TimesLast Flight of the Aggregator: OpenStore Valuation BurnsAmazon Pulled out of Google Shopping for AI, not for Advertising- and finally, The Investor Minute which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Mirakl.https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

The historic stock market bull streak has finally come to an end as August kicks off, raising concerns about seasonal weakness, rising volatility, and technical breakdowns. Lance Roberts breaks down what triggered the reversal, how meme stock speculation is adding risk, and what the August-September period historically means for investors. Lance Roberts discusses the latest earnings reports, and provide insights on how to navigate the market correction risks, why investors should be wary of excessively high valuations; managing portfolios for risks today. Lance also covers the aspect of time investors have to recover from adverse results; it's different for a 60-year old vs a 30-year old. Markets are sailing on tailwinds now, but hat if...? Commentary on monopolies, duopolies, and how big is too big? SEG-1a: Our New Digital Format & Housekeeping SEG-1b: Market Commentary - High Beat Rates SEG-2a: New Show Format explainer SEG-2b: The Big Trick with Valuations SEG-2c: Investor Sentiment, Valuations, & FOMO SEG-2d: Managing Portfolios for Risks Today SEG-2e: How Much Time Do You have? SEG-2f: Market Tailwinds & What-if's SEG-2g: Ad Spending on Meta & Google SEG-2h: A Brief History of Monopolies & Gov't Regulation SEG-2i: Markets Are Being Driven by only 6 Companies SEG-2j: Be Cautious Hosted by RIA Advisors RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: ------- The latest installment of our new feature, Before the Bell, "Is a Reflexive Rally on the Way Today?" is here: https://www.youtube.com/watch?v=0PFQOOnWZxI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Herd Mentality Could Be Costing You Big" https://www.youtube.com/watch?v=hkyUUEPAlWY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRisk #MarketCorrection #BreakingTrendLine #20DMA #StockMarket2025 #BullMarketEnds #AugustStockTrends #InvestingAdvice #Money #Investing

The historic stock market bull streak has finally come to an end as August kicks off, raising concerns about seasonal weakness, rising volatility, and technical breakdowns. Lance Roberts breaks down what triggered the reversal, how meme stock speculation is adding risk, and what the August-September period historically means for investors. Lance Roberts discusses the latest earnings reports, and provide insights on how to navigate the market correction risks, why investors should be wary of excessively high valuations; managing portfolios for risks today. Lance also covers the aspect of time investors have to recover from adverse results; it's different for a 60-year old vs a 30-year old. Markets are sailing on tailwinds now, but hat if...? Commentary on monopolies, duopolies, and how big is too big? SEG-1a: Our New Digital Format & Housekeeping    SEG-1b: Market Commentary - High Beat Rates SEG-2a: New Show Format explainer SEG-2b: The Big Trick with Valuations SEG-2c: Investor Sentiment, Valuations, & FOMO  SEG-2d: Managing Portfolios for Risks Today SEG-2e: How Much Time Do You have? SEG-2f: Market Tailwinds & What-if's SEG-2g: Ad Spending on Meta & Google SEG-2h: A Brief History of Monopolies & Gov't Regulation SEG-2i: Markets Are Being Driven by only 6 Companies SEG-2j: Be Cautious Hosted by RIA Advisors RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: ------- The latest installment of our new feature, Before the Bell, "Is a Reflexive Rally on the Way Today?" is here:  https://www.youtube.com/watch?v=0PFQOOnWZxI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "Herd Mentality Could Be Costing You Big" https://www.youtube.com/watch?v=hkyUUEPAlWY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRisk #MarketCorrection #BreakingTrendLine #20DMA #StockMarket2025 #BullMarketEnds #AugustStockTrends #InvestingAdvice #Money #Investing

i'm wall-e, welcoming you to today's tech briefing for monday, august 4th. here's what we're covering: nvidia's h20 chip licenses delayed: the u.s. commerce department is reportedly holding up licenses for nvidia's h20 chips to china due to internal issues, despite prior approval. national security concerns about these ai chips are highlighted. tesla autopilot legal verdict: a miami jury found tesla partly liable for a 2019 fatal crash linked to its autopilot system, awarding $200 million in damages. tesla plans to appeal, citing concerns over potential impacts on automotive safety advancements. vast data's funding discussions: ai storage platform vast data is in talks with alphabet's capitalg and nvidia on a new funding round that could value the company at $30 billion amid a rise in data center investments. crv's new $750 million fund: venture capital firm crv has closed a smaller fund compared to last year's $1 billion, focusing on early-stage investments, especially in consumer and developer tools startups. tiktok pro launch: tiktok is introducing a new "tiktok pro" app in germany, portugal, and spain, featuring a charity program. users can engage with content to earn "virtual sunshine," contributing to donations, while excluding livestreams, shopping, and ads. that's all for today. we'll see you back here tomorrow.

On episode 202 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠ are joined by Adam Parker to discuss: earnings season, the Fed holding steady, R&D spending in big tech, Hulk Hogan's wealth, and much more! This episode is sponsored by Global X ETFs. Visit: https://www.globalxetfs.com/ and start exploring new opportunities today. Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's Glossy Podcast, international fashion reporter Zofia Zwieglinska joined editor-in-chief Jill Manoff to discuss three major stories shaping fashion this week.  First, we discuss American Eagle Outfitters's “Sydney Sweeney Has Great Jeans” campaign and the criticism around its wordplay on “genes,” drawing accusations of eugenics undertones while simultaneously driving the company's stock up by as much as 10%. At the same time, Vogue debuted an AI-generated Guess ad, created entirely by an external agency. And in the world of direct-to-consumer brands, Quince raised $200 million, doubling its valuation to $4.5 billion, prompting debate over whether a “dupe-first” model can evolve into long-term brand equity. Later in the episode (26:00), Manoff spoke with senior reporter Sara Spruch Feiner about Ty Haney's surprise return to Outdoor Voices, the DTC athleisure brand she founded in 2013.

In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Orel Levy of Anek Capital to discuss Cellebrite (ticker: CLBT). The conversation explores Cellebrite's digital forensics tools, from cracking phones to managing and analyzing data. Orel provides a comprehensive overview of Cellebrite's business model, competitive positioning, and potential for growth. Topics include their shift to a SaaS model, the federal sector's role, AI integration, competitive threats like Palantir, and the company's broader strategic outlook. They also touch on risks, including execution challenges, management turnover, and potential M&A speculation. Tune in to understand why Cellebrite is at the intersection of technology, law enforcement, and investing.If you're interested in the CLBT trata call mentioned during the podcast, see: https://www.trytrata.com/clbt____________________________________________________________[00:00:00] Podcast intro and sponsor mention[00:03:13] Cellebrite's history and pivot[00:06:08] Phone cracking explained[00:07:18] R&D moat and customer stickiness[00:08:40] Valuation versus growth peers[00:09:52] SPAC history and misunderstood model[00:13:41] iPhone cracking and misconceptions[00:15:03] Apple, Google cooperation risk[00:16:29] Growth potential and market size[00:21:27] Management turnover and CEO plans[00:27:38] Sale speculation and strategic fit[00:30:49] Mission-critical usage example[00:31:51] Federal budget and deployments[00:33:52] Event-driven budget growth potential[00:37:47] Guardian, Pathfinder, cloud ramping[00:42:58] Long-term risks: execution concerns[00:50:43] AI: neutral impact for now[00:53:39] Suncorp ownership and sale pressure[00:57:46] Ethics and private sector risks[01:00:00] Wrap-up and future conversationsLinks:If you're interested⁠ in the CLBT trata call mentioned during the podcast⁠, see: https://www.trytrata.com/clbtYet Another Value Blog: https://www.yetanothervalueblog.comSee our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

BT and Sal are locked in a heated debate, with Sal criticizing the Yankees' reluctance to trade their top prospects like Spencer Jones, arguing that these prospects often fail to live up to expectations, citing Anthony Volpe, Jasson Dominguez, and Austin Wells as current examples. BT, however, defends the Yankees' stance, highlighting the potential of these young players and arguing that while they may not have fully reached their projected ceilings yet, they still offer significant value and contribute to the team's success.

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 with special guest John Rotonti:(02:54) Navigating Market Challenges(05:57) The AI Spending Boom(08:54) Data Center Dynamics(12:00) Valuations and Market Trends(15:00) Speculation and Market Sentiment(18:08) Long-Term Investment Strategies(20:57) The Role of Cash in Investing(24:03) The Future of AI and Market Bubbles(26:52) The Case for Bitcoin and Crypto Diversification(35:07) The Value of Stocks vs. Crypto(39:22) Insights from Multi-Bagger Stocks Research(53:29) Investment Strategies and Screening Criteria(57:33) The Future of Railroads and Industry ConsolidationTo see more of John's work, check here: https://lastbastion.com/subscribe/*****************************************************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.

Today's blockchain and cryptocurrency news  Bitcoin is down slightly at $117,535 Eth is down slightly at $3,756 XRP, is down .5% at $3.04 Anchorage Digital receives over 10k BTC Falcon Finance secures $10M investment Kraken looks to raise $500M at $15B valuation Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, we look at the downdraft in the euro and European stocks yesterday and wonder if this is merely a kneejerk reaction to the EU-US trade deal or the start of something bigger. We also run down a few big movers in the US yesterday as the AI theme remains strong in the "shovel" space in AI (those who make the hardware driving AI data centers). Finally, we use Visa's valuation to demonstrate the rich valuation in US equities, look at levels for major Euro crosses and gold and silver, break down the US macro data up today and more. Today's pod hosted by John J. Hardy, Saxo Global Head of Macro Strategy. Link to John's substack for more links to Saxo and other content. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

What is the most stressful part of selling your business? Join us as we discuss the recent acquisition of National Pavement Partners and the balance they had to strike between completing due diligence and looking after their customers during their busiest season. View the complete show notes for this episode.   Want To Learn More? M&A Reps & Warranties | A Complete Guide Indemnification in Purchase Agreements | M&A Basics The M&A Purchase Agreement | An Overview Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.