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This week's markets were shaped by a tug-of-war between Middle East tensions and Trump-led de-escalation, leaving US equities broadly flat but the ASX finishing the week stronger. Domestically, the picture was mixed - bank stocks came under further pressure from property tax concerns and weak housing data, while selective buying emerged in consumer discretionary and healthcare names. With the SpaceX IPO dominating global headlines and the RBA's next move looming, it was a week where the headlines moved faster than the index.In this week's video, Will and Sophia cover:continuing Middle East tensionsthe over and underperforming sectors on the ASX last weekprivate equity's acquisition of Steadfast and what it signals for AI disruption fearsSpaceX's record-breaking IPOthe outlook for next week's pivotal RBA meeting.
Skrót najważniejszych doniesień z Australii i ze świata, w opracowaniu polskiej redakcji SBS.Posłuchaj audycji radiowej w dowolnym czasie, naciśnij tutajSłuchaj audycji radia SBS Polish na żywo w poniedziałki, środy, czwartki, piątki i niedziele o godz. 14.00 (czasu wschodnioaustralijskiego) na paśmie SBS Radio 1 (Audycja czwartkowa jest powtarzana w niedzielę o godz. 14.00)Aby słuchać w radiu analogowym znajdź pasmo SBS Radio 1 naciskając link: Pasmo nadawania audycji w Twoim mieście naciśnij tutajAby słuchać w radiu cyfrowym DAB znajdź 'SBS Radio1'Aby słuchać w telewizji cyfrowej znajdź: SBS Radio 1 na kanale 301Aby słuchać w internecie wejdź na stronę: sbs.com.au/polishalbo naciśnij: Polskie Radio SBS i PodcastyAby sluchać w Twoim telefonie przez aplikację - zainstaluj bezpłatną aplikację SBS Audio App
In today's episode I am sharing what's been on my mind, in my world, and moving through my life this week.It's been a heavy few weeks. I'm not going to pretend otherwise. I talk about what it's actually like to hit an emotional wave when you're an emotional being, and what cracked open for me when I leaned into the support that was right in front of me.I also get into something I've been sitting with: the difference between needing a man and wanting one. How money, AI, and Human Design are weaving together to give women real safety and protection on their own terms. And why building that foundation isn't about closing yourself off to love, it's about knowing you never have to settle.I trust you will get what you need from this episode, and make sure you come let me know how it resonated with you on instagram @the_human_design_coachBig love,MxxEPISODE MENTIONS:Melissa Barry (Homeopathy) - https://hudsonbarry.com.au/homeopathy.htmlMoney, AI and Human Design Mastermind - https://www.emmadunwoody.com/money-mastermindOTHER RESOURCESWant more on Human Design? Explore the ways to get involved below:Get Your Free Human Design Chart: https://www.emmadunwoody.com/get-your-chartThe Feminine Success Framework: https://www.emmadunwoody.com/feminine-success-frameworkMAGGIE - Magnetic by Design AI: https://meetmaggie.co/The HDx Collective: https://www.emmadunwoody.com/collectiveHuman Design Unhinged: https://www.humandesignunhinged.com/Secret Podcast: The Human Design Podcast (Off The Record): https://thehumandesignpodcast.supercast.com/Instagram @the_human_design_coachMusic: Spark Of Inspiration by Shane Ivers - https://www.silvermansound.comSupport the show
Listen to the top Australian news from the past seven days, including a state funeral to be held for world-renowned melanoma pathologist Richard Scolyer, payday super reforms to require businesses to pay super contributions at the same time as wages rather than quarterly and Melbourne defeats Collingwood by eight points in front of more than 88,000 fans at the MCG on a day dedicated to the memory of Neale Daniher. - मेलानोमा रोगका विश्वप्रसिद्ध विशेषज्ञ रिचार्ड स्कोल्यरको राजकीय अन्त्येष्टि गरिने प्रधानमन्त्री एन्थोनी आल्बनिजीको घोषणा, सुपरएनुएसनमा जुलाईदेखि परिवर्तन हुने र एएफएलमा कलिङवुड माथि मेलबर्न डिमन्सको आठ अङ्कले जित लगायत एक हप्ता यताका प्रमुख घटनाहरूबारे एसबीएस नेपालीबाट समाचार सुन्नुहोस्।हाम्रा थप अडियो प्रस्तुतिहरू पोडकास्टका रूपमा उपलब्ध छन्। यो नि:शुल्क सेवा प्रयोग गर्न तपाईंले आफ्नो नाम दर्ता गर्नु पर्दैन। पोडकास्टमा सामाग्री उपलब्ध हुनासाथ सुन्न यहाँ थिच्नुहोस्।
On this week's episode with host Davis Hovey, we hear about this year's cooler May in Kodiak and Southcentral, local fourth graders released their salmon fry into Island Lake, how high fuel costs will impact Kodiak's salmon fishermen, the City of Kodiak is back pedaling on two proposed parks projects, the city has a new interim city manager after Chris Hladick left, an interview with gubernatorial candidate Tom Begich, and the Kodiak Island Borough Assembly is budgeting $13.8 million for KIBSD for the upcoming fiscal year.
Mustang baseball center fielder Casey Murray Jr. joins CJ to talk about the Mustangs making the super-regionals for the first time and the success in the 2026 season. Thanks to all my partners: California Fresh Markets, Live Well SLO, Avila Bay Athletic Club & Spa, Michael Moore's Wholesum Kinetic Clinic, and Gymnazo.
Alberta Premier Danielle Smith warns Albertans that separating from Canada could cost billions of dollars, while new polling suggests it could also cost the province a significant number of its residents. And Canada works to mend a shaky relationship with the U.S. ahead of the CUSMA review deadline. The Weekly Wrap panel — Laura D'Angelo, Zain Velji and Michael Solberg — breaks it all down.
INTEL Roundtable w/ Johnson & McGovern : Weekly Wrap 5-JuneSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The ASX saw a strong week this week, bouncing over 1% and outpacing global equities. Today, Sophia Mavridis sits down with Bell Financial Group's CIO Will Riggall to unpack the macroeconomic factors that moved the markets recently, the surging materials sector and which stocks Bell Potter's team are looking at in this space, and their thoughts on SpaceX's upcoming blockbuster IPO.In this week's video, Sophia and Will cover:Inflation, oil, and earnings: the factors moving the marketwhy the materials sector is outperforming the broader marketBell Potter's stock picks in the materials sectorthe upcoming SpaceX IPO.
Skrót najważniejszych doniesień z Australii i ze świata, w opracowaniu polskiej redakcji SBS.Posłuchaj całej godzinnej audycji radiowej tutaj...Słuchaj audycji po polsku radia SBS Polish na żywo w poniedziałki, środy, czwartki, piątki i niedziele o godz. 14.00 (czasu wschodnioaustralijskiego) na paśmie SBS Radio1.(Audycja czwartkowa jest powtarzana w niedziele o godz. 14.00)Aby słuchać w radiu analogowym znajdź pasmo w Twoim mieście naciskając link poniżejPasmo nadawania audycji w danym rejonie naciśnij tutaj.Aby słuchać w radiu cyfrowym DAB znajdź 'SBS Radio1'Aby słuchać w telewizji cyfrowej znajdź: SBS Radio 1 na kanale 301Aby słuchać w internecie wejdź na stronę: https://www.sbs.com.au/language/polish/pl/polskie-radio-i-podcastyAby sluchać w Twoim telefonie przez aplikację - zainstaluj bezpłatną aplikację SBS Audio app
On this week's episode with host Katherine Irving, a Kodiak teenager was found dead in the Pasagshak area, the M/V Tustumena cancels sailings, Alaska vets recommend dogs get the leptospirosis vaccine, a landing craft capsized off of the coast of Narrow Cape, gubernatorial candidates Shelley Hughes and Click Bishop visit KMXT during their visits to Kodiak for Crabfest, and KMXT's Davis Hovey visits an outgoing professor at Kodiak College.
In today's episode I'm doing a weekly wrap, getting real about what's been a genuinely tough couple of weeks, and what I've been learning in the thick of it.This one gets personal. My eldest left for overseas, my youngest got hit with some hard news, our support person left, and my nervous system has been well and truly activated. But mixed in with all of that has been some real beauty too, walks to the lighthouse, tea ceremony, kinesiology with Zoe Bosco, and the most extraordinary women showing up as heroes when I needed them most. I talk about the longing so many of us carry for safety and protection, why "finding it within" is both true and incomplete, what it actually looks like to let yourself be softer without losing your strength, and why right now might be the time to put down responsibility that was never yours to carry. I also get into my investing experiments with Claude, why an avoidance strategy only works until it doesn't, the blood test I put off for ten months, and what nervous system regulation actually looks like when life is running at full capacity.This episode is permission to be in the thick of it. Not to quit. Not to phone it in. Just to be human.I trust you will get what you need from this episode, and make sure you come let me know how it resonated with you on instagram @the_human_design_coachBig love,MxxOTHER RESOURCESWant more on Human Design? Explore the ways to get involved below:Get Your Free Human Design Chart: https://www.emmadunwoody.com/get-your-chartThe Feminine Success Framework: https://www.emmadunwoody.com/feminine-success-frameworkMAGGIE - Magnetic by Design AI: https://meetmaggie.co/The HDx Collective: https://www.emmadunwoody.com/collectiveHuman Design Unhinged: https://www.humandesignunhinged.com/Secret Podcast: The Human Design Podcast (Off The Record): https://thehumandesignpodcast.supercast.com/Instagram @the_human_design_coachMusic: Spark Of Inspiration by Shane Ivers - https://www.silvermansound.comSupport the show
Abby Cannon, filmmaker of "In Her Court," joins CJ to talk about her women's sports documentaries and her upcoming film "Fire Starters." Thanks to all my partners: California Fresh Markets, Live Well SLO, Avila Bay Athletic Club & Spa, Michael Moore's Wholesum Kinetic Clinic, and Gymnazo.
Used-car financing gained ground in the first quarter as affordability pressures continued to push consumers away from higher-priced new vehicles. Used vehicles accounted for 58.6% of all auto financing in Q1, up from 58.2% a year earlier and marking the first Q1 increase since 2023, according to Experian. The shift underscores a broader affordability challenge facing the auto industry as average used-vehicle loan amounts rose 3% YoY to $27,070, while average monthly payments increased 1.5% YoY to $531. New vehicles remained considerably more expensive, with average loan amounts hitting $43,925 and monthly payments climbing 2.9% YoY to $770. As consumers look for lower-cost options, lenders also are expanding credit access, with nonprime borrowers accounting for 31.6% of all auto loans in Q1. Growth remained a key theme for lenders, including AutoNation Finance, Global Lending Services, Stellantis Financial Services and Lendbuzz, which were among the fastest-growing auto lenders by outstandings in 2025, according to the latest Big Wheels Rankings. Auto ABS, AI and compliance take center stage Meanwhile, funding markets were active, with U.S. auto asset-backed securities issuance at $79.3 billion year to date through May 29, up 3.9% YoY, according to JPMorgan Securities. In addition, the FTC disclosed the names of 97 dealership groups that received warning letters concerning potentially deceptive vehicle pricing practices, reinforcing the agency's focus on transparency and compliance. In this episode of “Weekly Wrap,” Auto Finance News Editor Amanda Harris, Deputy Editor Johnnie Martinez II and Senior Associate Editor Aidan Bush discuss top trends across macroeconomic dynamics, affordability, funding and powersports lending for the week ended May 29.
Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning
This week's Excess Returns Weekly Wrap breaks down the best investing insights from Adam Parker, Robert Hagstrom, and Eric Crittenden. We discuss why the market may still be trading on fundamentals, why valuation alone can fail as a stock-picking tool, how modern portfolio theory changed investing, what business-driven investors can learn from Warren Buffett, and why trend following may work by providing liquidity to hedgers.Topics covered:Why the stock market may be looking through today's headlines to future earnings and AI-driven fundamentalsAdam Parker's argument that valuation does not work well as a standalone stock-picking signalWhy estimate revisions, earnings beats, and gross margin changes may matter more than cheap P/E ratiosRobert Hagstrom on Harry Markowitz, Benjamin Graham, and the debate over whether volatility is the same thing as riskHow modern portfolio theory shaped active management, index funds, and the way investors think about diversificationWarren Buffett's casino and cathedral metaphor for separating stock prices from business ownershipEric Crittenden on why hedgers may willingly lose money on trades to reduce business risk and lower cost of capitalWhy trend following may earn a risk premium by providing liquidity to hedgers in their moment of needHow systematic investors should think about tinkering with models during drawdownsRobert Hagstrom's story about Bill Ruane and the importance of finding the right clients and investorsTimestamps:00:00 Risk, valuation, and hedging in this week's best clips04:06 Adam Parker on why the market may still be trading on fundamentals08:49 Why cheap stocks are often cheap for a reason14:37 Robert Hagstrom on Harry Markowitz and the birth of modern portfolio theory18:50 How portfolio theory became the institutional language of investing22:27 Eric Crittenden on hedgers, cost of capital, and who is on the other side of the trade27:51 Adam Parker on why firm-wide market outlooks are so hard to get right33:53 Robert Hagstrom on Buffett's casino and cathedral metaphor39:16 Why gross margin change may be one of the most important stock-picking signals44:56 Eric Crittenden and Jason Buck on tinkering with systematic strategies49:00 Why trend following may work over the long term53:09 Robert Hagstrom on meeting Bill Ruane and learning which clients to avoid58:38 Why firing the wrong clients can strengthen an investment business
Canada's economy is flashing red, as new numbers show the country slipped into a technical recession in the first quarter of this year. This comes just as crunch time for Canada's trade talks with the U.S. approaches. The Weekly Wrap panel breaks down another busy week in Ottawa.
INTEL Roundtable w/ Johnson & McGovern + Scott Ritter : Weekly Wrap 29-MaySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Stav, Abby & Matt Catch Up - hit105 Brisbane - Stav Davidson, Abby Coleman & Matty Acton
There's a mystery stink... an investigation Matt's Country Music Game Will Abby's kids ever stop hitting each other? Have we found Brisbane's worst road? We owe Chloe a chance at redemption Weekly Wrap with Audio Guy Cei See omnystudio.com/listener for privacy information.
Skrót najważniejszych doniesień z Australii i ze świata, w opracowaniu polskiej redakcji SBS.Posłuchaj całej godzinnej audycji radiowej tutaj...Słuchaj audycji po polsku radia SBS Polish na żywo w poniedziałki, środy, czwartki, piątki i niedziele o godz. 14.00 (czasu wschodnioaustralijskiego) na paśmie SBS Radio1.(Audycja czwartkowa jest powtarzana w niedziele o godz. 14.00)Aby słuchać w radiu analogowym znajdź pasmo w Twoim mieście naciskając link poniżejPasmo nadawania audycji w danym rejonie naciśnij tutaj.Aby słuchać w radiu cyfrowym DAB znajdź 'SBS Radio1'Aby słuchać w telewizji cyfrowej znajdź: SBS Radio 1 na kanale 301Aby słuchać w internecie wejdź na stronę: https://www.sbs.com.au/language/polish/pl/polskie-radio-i-podcastyAby sluchać w Twoim telefonie przez aplikację - zainstaluj bezpłatną aplikację SBS Audio app
Listen to the top Australian news from the past seven days, including a second cohort of Australian women and children linked to the Islamic State book plane tickets to return home, Stolen Generations survivors and advocates deliver a national plan to the federal government, calling on Australian leaders to deliver on past apologies and commit to meaningful change and a state memorial service planned for AFL great Neale Daniher. - इस्लामिक स्टेटसँग सम्बन्धित थप अस्ट्रेलिया महिला र बालबालिका स्वदेश फिर्ता आउने तयारीमा, आदिवासी समुदायको पक्षमा अर्थपूर्ण परिवर्तन ल्याउन ‘नेशनल सरी डे'को अवसरमा सङ्घीय सरकारलाई आग्रह र एएफएल हस्ती नील ड्यानहरलाई भिक्टोरिया सरकारले राज्य स्तरीय बिदाइ दिने लगायत एक हप्ता यताका प्रमुख घटनाहरूबारे एसबीएस नेपालीबाट समाचार सुन्नुहोस्।हाम्रा थप अडियो प्रस्तुतिहरू पोडकास्टका रूपमा उपलब्ध छन्। यो नि:शुल्क सेवा प्रयोग गर्न तपाईंले आफ्नो नाम दर्ता गर्नु पर्दैन। पोडकास्टमा सामाग्री उपलब्ध हुनासाथ सुन्न यहाँ थिच्नुहोस्।
On this week's episode with host Davis Hovey, details about a delay in construction at the Seward dock rerouting cruise ships to Whittier, summer salmon fishing restrictions in Kodiak Island rivers, a reversal of the Alaska Board of Fisheries rules by the state attorney general, KIBSD is paying for up to 20 of its international teachers to receive their green cards, and a special remembrance of Alaskan veterans ahead of Memorial Day on Monday from the Alaska Desk at Alaska Public Media.
In today's episode I'm talking about money, AI, and why so many women still don't feel financially safe, even when they're earning well.I share what's been lighting me up this week: a fascinating conversation with Alex Zeck inside HDx on how we're sold health narratives that don't hold up to scrutiny, why I'm building female-led companies into my AI investing criteria, and what the Scott Galloway episode on Diary of a CEO got so right about the fear-mongering around AI. I also get real about something that happened in my own home this week that reminded me how often women are walking around feeling unsafe, and how money and AI are two of the most practical tools we have to change that. And I talk about perseverance: what it actually takes to build a business, and why determination is the thing most people underestimate.If you've ever felt financially capable but still financially unsafe, this one's for you.I trust you will get what you need from this episode, and make sure you come let me know how it resonated with you on instagram @the_human_design_coachBig love,MxxJoin the waitlist for the Money, AI and Human Design Mastermind: https://www.emmadunwoody.com/money-mastermind-waitlistAs mentioned: Diary of The CEO episode with Scott Galloway-https://podcasts.apple.com/au/podcast/scott-galloway-ai-wasnt-built-for-you-the-rich-dont/id1291423644?i=1000765979158OTHER RESOURCESWant more on Human Design? Explore the ways to get involved below:Get Your Free Human Design Chart: https://www.emmadunwoody.com/get-your-chartThe Feminine Success Framework: https://www.emmadunwoody.com/feminine-success-frameworkMaggie 2.0 - Magnetic by Design AI: https://meetmaggie.co/The HDx Collective: https://www.emmadunwoody.com/collectiveHuman Design Unhinged: https://www.humandesignunhinged.com/Secret Podcast: The Human Design Podcast (Unhinged): https://thehumandesignpodcast.supercast.com/Instagram @the_human_design_coachMusic: Spark Of Inspiration by Shane Ivers - https://www.silvermansound.comSupport the show
Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning
This week's Excess Returns Weekly Wrap breaks down the biggest investing lessons from our conversations with Cliff Asness, Andy Constan, Gene Munster, Doug Clinton, and Ben Carlson. Jack Forehand and Matt Zeigler discuss volatility, bubble regimes, AI infrastructure, private equity risk, investor behavior, and why doing nothing is often harder than it looks.Main topics covered:Cliff Asness on why volatility is not a perfect risk measure, but still matters for real investorsThe limits of defining risk only as permanent loss of capitalAndy Constan on why bubbles can feel low risk because they trend with low volatilityHow leverage, confidence, and investor behavior can inflate bubble regimesGene Munster and Doug Clinton on AI, electricity, data centers, hyperscaler CapEx, and energy demandWhy AI infrastructure constraints may affect whether the AI boom becomes a classic bubbleBen Carlson on Shark Week, vivid risks, and why investors often fear the wrong thingsCliff Asness on private equity, volatility laundering, and the illusion of smooth returnsAndy Constan on what active investors should do in bubble regimes and why mean reversion can failDoug Clinton and Gene Munster on AI job disruption, knowledge workers, and how to adaptBen Carlson on action bias, penalty kicks, and why doing nothing can be the hardest investing decisionTimestamps:00:00 Intro and the week's biggest investing clips03:37 Cliff Asness on volatility, risk, and permanent loss of capital10:16 Andy Constan on why low volatility can make bubbles more dangerous20:41 Gene Munster and Doug Clinton on turning electricity into intelligence25:11 Why AI power constraints may change the bubble debate30:39 Ben Carlson on Shark Week, vivid risks, and investor attention35:44 Cliff Asness on private equity and volatility laundering43:42 Andy Constan on alpha, sizing down, and trading in bubbles50:06 Doug Clinton and Gene Munster on AI, jobs, and knowledge workers57:55 AI blind spots, token subsidies, and old tech investing frameworks59:58 Ben Carlson on penalty kicks, action bias, and doing nothing01:04:45 Quant lessons in sports, the Knicks, and closing thoughts
Women's pioneer in baseball, Veronica Alvarez, joins CJ to talk about her work with MLB and time with the Women's National Team. Thanks to all my partners: California Fresh Markets, Live Well SLO, Avila Bay Athletic Club & Spa, Michael Moore's Wholesum Kinetic Clinic, and Gymnazo.
All eyes are on Alberta as the province asks its residents to weigh in on staying in Canada, or starting a process that could lead to the breakup of the country. The Weekly Wrap panel — Laura D'Angelo, Zain Velji and Michael Solberg — breaks it all down.
INTEL Roundtable w/ Johnson, McGovern, & Scott Ritter - Weekly Wrap 22-MaySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Stav, Abby & Matt Catch Up - hit105 Brisbane - Stav Davidson, Abby Coleman & Matty Acton
Matt is wearing something utterly repulsive Abby sent a text to the wrong person... Are Brisbane rental prices the highest in the country? Matt's Country Music Game The Lord Mayor here and is filling 'ya potholes! Weekly Wrap with Audio Guy Cei See omnystudio.com/listener for privacy information.
Skrót najważniejszych doniesień z Australii i ze świata, w opracowaniu polskiej redakcji SBS.Posłuchaj całej godzinnej audycji radiowej tutaj...Słuchaj audycji po polsku radia SBS Polish na żywo w poniedziałki, środy, czwartki, piątki i niedziele o godz. 14.00 (czasu wschodnioaustralijskiego) na paśmie SBS Radio1. (Audycja czwartkowa jest powtarzana w niedziele o godz. 14.00)Aby słuchać w radiu analogowym znajdź pasmo w Twoim mieście naciskając link poniżejPasmo nadawania audycji w danym rejonie naciśnij tutaj.Aby słuchać w radiu cyfrowym DAB znajdź 'SBS Radio1'Aby słuchać w telewizji cyfrowej znajdź: SBS Radio 1 na kanale 301Aby słuchać w internecie wejdź na stronę: https://www.sbs.com.au/language/polish/pl/polskie-radio-i-podcastyAby sluchać w Twoim telefonie przez aplikację - zainstaluj bezpłatną aplikację SBS Audio app
In today's episode I'm trying something new.This is the first Weekly Wrap, a Monday episode where I share what I loved, what I'm learning, what's irritating me off, and what we're focusing on in HDx. It's an experiment, and I'd love your feedback on it.This week I cover my latest EMDR session and why it cracked something open that years of conscious effort hadn't. I share what I'm learning about investing and why I think every woman needs to get across this now. I talk about my three-week dating app experiment, what I learned about myself, and why I deleted it without a second thought. I get into what's irritating me about the Australian government and why I think it matters more than most of us want to admit. And I finish with what we're focusing on in HDx this month, next-level manifestation and the identity of the person receiving.If you've been listening for a while and have no idea what your Human Design is, this episode is also a reminder that this podcast is more than Human Design. It's how I think, how I work, and how I create. Come for the design, stay for the rest.I trust you will get what you need from this episode, and make sure you come let me know how it resonated with you on instagram @the_human_design_coachBig love,MxxOTHER RESOURCESWant more on Human Design? Explore the ways to get involved below:Get Your Free Human Design Chart: https://www.emmadunwoody.com/get-your-chartThe Feminine Success Framework: https://www.emmadunwoody.com/feminine-success-frameworkMaggie 2.0 - Magnetic by Design AI: https://meetmaggie.co/The HDx Collective: https://www.emmadunwoody.com/collectiveHuman Design Unhinged: https://www.humandesignunhinged.com/Secret Podcast: The Human Design Podcast (Unhinged): https://thehumandesignpodcast.supercast.com/Instagram @the_human_design_coachMusic: Spark Of Inspiration by Shane Ivers - https://www.silvermansound.comSupport the show
On this week's episode with host Katherine Irving, Kodiak's police chief has thrown his name into the ring to be the next city manager, a potential marine heatwave could combine with an El Niño event this summer, two licenses to serve beer and wine in Kodiak have come available, and a Kodiak hatchery embarks on a mission to rehabilitate the Karluk king salmon.
The higher cost of living is exacerbating affordability concerns and prompting auto lenders to take a close look at rising delinquencies, asset pricing and innovative programs to get consumers into vehicles. The inaugural Auto Finance Capital Summit in Nashville, Tenn., highlighted lenders' reliance on diversified funding sources across asset-backed securitization (ABS), warehouse lending and private credit. Pagaya Technologies, for example, is increasing issuance in the auto ABS market as the private credit markets face increased volatility amid rising losses and a call for more transparency. Losses also rose across securitized nonprime auto loans as issuers continue to navigate bifurcation between subprime and prime credit performance. Market conditions are prompting lenders such as Global Lending Services and Stellantis Financial Services to reprice assets more frequently. At the same time, affordability challenges could prompt a slowdown in vehicles sales, contributing to a decline in retail auto ABS issuance in 2026. Affordability and credit performance also were key topics of discussion at Auto Finance Summit East 2026, which took place May 11-13 in Nashville. Lenders including Volkswagen Financial Services are looking at used-car leasing to offset high car prices, while others are considering extending lease offers to certified pre-owned vehicles. The high costs of ownership are going to be prevalent issues for the foreseeable future as gas prices are expected to remain elevated through at least July. In this episode of “Weekly Wrap,” Auto Finance News Editor Amanda Harris and Senior Associate Editor Aidan Bush recap top stories and takeaways from the spring events. Subscribe to “The Roadmap Podcast” on iTunes or Spotify or download the episode. Find more coverage from Auto Finance Capital Summit here and find more coverage from Auto Finance Summit East 2026 here.
Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning
This week's Excess Returns Weekly Wrap brings together highlights from our interviews with Jeremy Grantham, Andy Constan, Edward Chancellor and Marc Rubinstein to examine AI, bubbles, private credit, market structure and the lessons of past capital cycles.We look at whether AI is creating a new investment bubble, why technological revolutions often disappoint investors even when the technology succeeds, and how private credit, financials, monopolies and market leadership fit into today's confusing market environment.Main topics covered:• Jeremy Grantham on mean reversion, monopoly power and why the Mag 7 may have avoided normal competitive pressure• Andy Constan's framework for bubbles, including the “something new,” escalation event and peaking phase• Edward Chancellor on AI capex, overstated demand and why boom-time profits can reverse when investment is misallocated• Marc Rubinstein on private credit, redemption gates, retail investors and why the risks may be real without being systemic• Grantham's argument that AI may become a cost of doing business rather than a permanent boost to aggregate profits• Lessons from Long-Term Capital Management and how policy responses can add fuel to a bubble• What railway mania, canals and past technology booms can teach investors about winners, losers and overbuilding• Rubinstein's case for European financials and why growth can be dangerous in financial services• Grantham's bubble detector and the signal that has appeared near the tops of 1929, the Nifty Fifty, 2000 and 2021• Why investors need humility when navigating bubble regimes, AI enthusiasm, private credit and market concentrationTimestamps:00:00 Jeremy Grantham, Andy Constan and Edward Chancellor on AI, bubbles and capex01:14 Why this week's conversations connect across AI, bubbles and market structure04:31 Jeremy Grantham on monopoly power, mean reversion and the Mag 711:24 Andy Constan's three-stage framework for market bubbles20:12 Edward Chancellor on AI capex, overstated demand and reported profits30:28 Marc Rubinstein on private credit gates and the limits of systemic risk37:50 Jeremy Grantham on why AI may become a cost of doing business42:55 How Long-Term Capital Management helped fuel the late 1990s bubble50:02 What railways, canals and overbuilding teach us about technology booms55:58 Marc Rubinstein on European financials, innovation and US market confusion1:00:38 Jeremy Grantham's bubble detector and the warning from market leaders1:05:59 Closing thoughts on bubble signals, investor humility and Excess Returns resources
Hyeonah Kim joins The CJ Silas Show for a bilingual conversation, highlighting her baseball journey and upcoming future goals. Huge shoutout to translator, Lieyoung, who helped out with this unique process. Thanks to all my partners: California Fresh Markets, Live Well SLO, Avila Bay Athletic Club & Spa, Michael Moore's Wholesum Kinetic Clinic, and Gymnazo.
Prime Minister Mark Carney and Alberta Premier Danielle Smith sign a landmark energy agreement that environmental groups are calling a disaster. The Weekly Wrap panel discusses Carney's big bet on Alberta energy. Plus, they breakdown Premier Smith's promise to appeal a judge's ruling throwing out a referendum petition.
INTEL Roundtable w/ Johnson & McGovern - Weekly Wrap 15-MaySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Skrót najważniejszych doniesień z Australii i ze świata, w opracowaniu polskiej redakcji SBS.
On this week's episode with host Davis Hovey, we hear about Arctic Care 2026 visiting Kodiak Archipelago communities this month, a public comment period is open on aquaculture opportunity areas in Alaska, a conversation with U.S. House of Representatives candidate Bill Hill, a conversation with gubernatorial candidate Dave Bronson, and the City of Kodiak temporarily paused the hiring process for its next permanent city manager.
The CJ Silas Show goes live from Seattle at Rough and Tumble Women's Sports Bar with Shellie Hart and Percy Allen! Thanks to all my partners: California Fresh Markets, Live Well SLO, Avila Bay Athletic Club & Spa, Michael Moore's Wholesum Kinetic Clinic, and Gymnazo.
Alberta Premier Danielle Smith is in Ottawa where she says she's feeling ‘much more confident' about reaching an energy agreement after what she calls a ‘meeting of the minds' with the prime minister. The Weekly Wrap panel breaks down another busy week in Ottawa.
INTEL Roundtable w/ Johnson & McGovern., and Scott Ritter : Weekly Wrap. 8-MaySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Skrót najważniejszych doniesień z Australii i ze świata, w opracowaniu polskiej redakcji SBS.
WPBL draftee, Brittany Apgar, joins CJ to share her excitement about the upcoming season. Thanks to all my partners: California Fresh Markets, Live Well SLO, Avila Bay Athletic Club & Spa, Michael Moore's Wholesum Kinetic Clinic, and Gymnazo.
Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning
This week's Excess Returns Weekly Wrap examines what Chris Davis and Rich Bernstein can teach investors about letting winners run, inflation risk, market concentration, dividends, AI, and the difference between economic stories and investment returns. Jack Forehand and Matt Zeigler break down clips on portfolio concentration, the 1960s vs. the 1970s, investor complacency, the Fed's inflation target, durable businesses, and where the next market opportunity may be hiding.Topics CoveredWhy letting winners run can be so powerful, but so hard for professional investorsChris Davis on how his mother outperformed by never selling great companiesThe tradeoff between concentration, diversification and real-world portfolio riskWhy Rich Bernstein thinks today may look more like the 1960s than the 1970sHow oil prices affect consumer behavior when measured against wagesChris Davis on why perceived risk can be very different from actual riskWhat cars, insurance and investor behavior reveal about market complacencyWhy the Fed's 2% inflation target may not reflect the world investors are living inThe relationship between valuation, durability and software stocksWhy higher inflation could increase demand for dividends and near-term cash flowChris Davis on why exceptional people and management teams matter in investingWhy AI may be a great economic story but not necessarily a great investment storyTimestamps00:00 Letting winners run, 1960s inflation and investor risk perception02:18 Chris Davis on how his mother outperformed by never selling08:32 Reinvestment risk and the limits of active management12:45 Why oil shocks may matter less when gasoline is low relative to wages20:25 Chris Davis on why feeling safe can make investors take more risk29:20 Rich Bernstein on whether the Fed's 2% inflation target is outdated34:08 Chris Davis on durability, valuation and software stocks39:39 Why cash flow gives durable companies room to adapt43:16 Rich Bernstein on dividends, inflation and the need for cash today51:55 Chris Davis on why people matter more than investors think56:07 The risk and value of investing with exceptional leaders1:01:30 Rich Bernstein on AI as an economic story vs. an investment story1:05:13 Why AI productivity may not translate into obvious stock market winners
INTEL Roundtable w/ Johnson & McGovern - Weekly Wrap 1-MaySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Ian is live at Seahawks rookie minicamp, how do the rookies look in person? Will Russell Wilson end up retiring and moving to TV? Legendary Mariners broadcaster Rick Rizzs joins the show to talk about Randy Johnson before his number retirement on Saturday. Joe Withee from Emerald Downs joins the show ahead of opening day on Saturday. Weekly Wrap-up! Danny O'Neil from the Dang Apostrophe joins the show to talk about a very important anniversary, Randy Johnson, and more. Ricky White III joins the show from Rookie minicamp to talk about the new season. Ian and Anders react to the Ricky White interview and talk about the role of rookie minicamp. Rob Rang, FOX Sports Draft Analyst joins to put a wrap on the Seahawks 2026 draft class. Gregg Bell joins the show to let us know what he has seen on day 1 of rookie minicamp. Checking the Tacoma Dodge textline.See omnystudio.com/listener for privacy information.
INTEL Roundtable w_ Johnson & McGovern _ Weekly Wrap 24-AprilSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
On this week's Weekly Wrap-Up, Colton and Lummy open up the phone lines and let the listeners steer the show, leading to some wild moments and plenty of unfiltered takes. A big topic this week is the ongoing fallout from the “Babyface incident,” with callers chiming in on what really went down and whether Babyface crossed the line or got a raw deal.The guys break it all down from their perspective, mixing in behind-the-scenes details and their usual blend of humor and honesty. As always, the audience doesn't hold back, delivering strong opinions that keep the conversation lively and unpredictable.Things also get interesting when Colton rolls in with a surprise guest—someone that immediately raises eyebrows, especially for Lasker. Let's just say the tension is noticeable, and it adds another layer of entertainment to an already chaotic episode.Between the heated discussions, unexpected appearances, and classic call-in chaos, it's another can't-miss installment of the Weekly Wrap-Up.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
INTEL Roundtable w/ Johnson / McGovern & Scott Ritter - Weekly Wrap 17-AprilSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week on the Weekly Wrap Up Show, Colton and Lummy take calls from listeners, Gene gets his revenge on Bubba, and the guys break down the big Rizzler Cameo.Plenty of chaos, laughs, and surprises on this week's episode!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week on Weekly Wrap w/ Lummy & Colton, the guys talk about Bubba the Love Sponge's 40th anniversary, and his idea of selling off all his old memorabilia.Plus, Colton delivers his best Bubba impression — and it's one you don't want to miss