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Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Tiffany Bussey. Director of the Morehouse Innovation and Entrepreneurship Center (MIEC). Here are some key highlights and themes from the conversation:
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Tiffany Bussey. Director of the Morehouse Innovation and Entrepreneurship Center (MIEC). Here are some key highlights and themes from the conversation:
Wells Fargo CEO Charlie Scharf joins from the bank's new campus in Irving, Texas. Venture capitalist Bradley Tusk's solution for mitigating AI's funding issues. Plus, why Travel + Leisure says timeshares are being "rediscovered." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Send us a textIn this episode of Navigating the Customer Experience, we sit down with Evan Siegel, Vice President of AI at eGain, where he leads the development of next-generation AI-powered conversational guidance. With a rich background that includes 16 years at Wells Fargo leading customer experience and contact center innovation, Evan brings deep insight into how technology can drive better service outcomes without losing the human touch.Evan's career journey began in entrepreneurship — running a successful residential painting business that grew to 300 employees before he sold it and pursued an MBA at Stanford. His experience at Wells Fargo honed his expertise in solving large-scale customer pain points and improving first-contact resolution in massive contact centers. Those experiences led him to eGain, a company dedicated to providing “the right answer to the right person at the right time, in the right channel.”Evan explains that eGain's AI-powered knowledge management platform helps companies clean, update, and centralize information so agents can quickly find accurate answers. This not only improves customer satisfaction but also transforms efficiency—some clients have seen up to 37% improvement in first-contact resolution, a 30-point rise in Net Promoter Score, and 50% reduction in training time. For instance, eGain supports the U.S. Veterans Administration, the country's largest healthcare provider, to deliver consistent, fast, and empathetic service across millions of interactions.A key theme in the discussion is balancing technology and empathy. Evan emphasizes that AI doesn't replace human connection—it enhances it by freeing up employees' mental space to focus on emotional intelligence and rapport-building. By handling the “how” of issue resolution, AI lets people focus on the “who.”He also shares how eGain builds knowledge bases for each company by analyzing customer inquiries, extracting top issues using AI, and rewriting existing materials to align with best practices for clarity and accessibility. This process—once lengthy and manual—can now be done in days or weeks.When asked about tools he can't live without, Evan points to AI assistants like ChatGPT, Claude, and Perplexity, which he uses daily as brainstorming and writing partners. His motto: “AI won't replace me, but someone who knows how to use AI better than me will.”Evan also discusses two books that shaped him: How to Win Friends and Influence People by Dale Carnegie, which taught him the power of genuine curiosity in relationships, and William Manchester's three-part biography of Winston Churchill, which inspired lessons in conviction, communication, and strategic thinking.Today, what excites Evan most is collaborative leadership—bringing teams together to brainstorm, check egos at the door, and make the best collective decisions. His guiding philosophy: “I don't need to be the smartest person in the room. I need to make the best decision coming out of the room.”He closes with another favorite quote: “You miss every shot you don't take.” For Evan, this embodies the spirit of innovation at eGain—experiment fast, learn fast, and keep improving.Listeners can connect with Evan on LinkedIn or email him at esiegel@egain.com to learn more about eGain's new AI self-service agent for small businesses, featuring reasoning capabilities, a free trial, and no-contract flexibility.Follow us on X @navigatingcx, and join our Navigating the Customer Experience Facebook community for more insights and resources.
Apple recorded its first record close of the year — Steve Kovach breaks down what's behind the surge, and Mike Santoli explains its broader market impact. Scott Wren of Wells Fargo weighs in on whether Apple's record is a bullish signal or a warning sign. Mackenzie Sigalos reports on the AWS outage and its ripple effects, while David George of Baird discusses what regional bank earnings are revealing plus reaction to Zions results. John Leer of Morning Consult assesses the “data desert” facing economists, and Barton Crockett of Rosenblatt previews what's next for Apple and Netflix. Finally, Guy Adami of Fast Money looks ahead to key signals from gold, volatility, and earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
It's a big week for bank earnings. JPMorgan, Wells Fargo, and Citigroup reported quarterly results on Tuesday; Bank of America and Morgan Stanley report on Wednesday. Overall, banks are pulling in plenty of revenue — especially from their investment banking and trading departments. But the old-fashioned business of lending out money has been more of a mixed bag. We'll unpack. Also on the show: a major cryptocurrency scam and the economics of Broadway contract negotiations.
It's a big week for bank earnings. JPMorgan, Wells Fargo, and Citigroup reported quarterly results on Tuesday; Bank of America and Morgan Stanley report on Wednesday. Overall, banks are pulling in plenty of revenue — especially from their investment banking and trading departments. But the old-fashioned business of lending out money has been more of a mixed bag. We'll unpack. Also on the show: a major cryptocurrency scam and the economics of Broadway contract negotiations.
Bank of America shares jumped 5 percent after posting stong earnings and revenue that beat analyst expectations as Morgan Stanley, Goldman Sachs and Wells Fargo also reported a strong day which overshadowed worries about growing trade tensions with China, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors
Season Four of the What Moves Her Podcast opens with a powerful conversation featuring Barri Rafferty, Chief Communications Officer and Head of Public Affairs at Anywhere Real Estate. With a career spanning roles as Global CEO of Ketchum, CEO of C200, and Senior Communications Leader at Wells Fargo, Barri shares her journey through bold career moves, balancing empathy with authority, and leading through change. Tune in as she shares tips for talent at every level as they search for their authentic leadership style, become stronger communicators, navigate risks, show up with confidence and bring out the best in others. For more info, follow us on whatmovesher.com and instagram.com/whatmovesher.
Bank of America shares jumped 5 percent after posting stong earnings and revenue that beat analyst expectations as Morgan Stanley, Goldman Sachs and Wells Fargo also reported a strong day which overshadowed worries about growing trade tensions with China, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Nando Sommerfeldt über gute Geschäfte der Wall-Street-Banken, ETF-Krösus Blackrock und eine Überraschung bei LVMH. Außerdem geht es um Arista Networks, Nvidia, Broadcom, Wells Fargo, JP Morgan Chase, Goldman Sachs, Citigroup, Brenntag, Gerresheimer, ASML Holding, Helsing, 1Komma5, Tacto, Bunch, Xtrackers MSCI Nordic ETF ausschüttend (WKN: A1T791), JPM US Hedged Equity Laddered Overlay Active ETF ausschüttend (A41D5S) und JPM US Hedged Equity Laddered Overlay Active ETF thesaurierend (A41D5R), JPM Nasdaq Hedged Equity Laddered Overlay ETF ausschüttend (WKN: A41D5P) und JPM Nasdaq Hedged Equity Laddered Overlay ETF thesaurierend (WKN: A41D5Q) und iShares US Large Cap Deep Buffer ETF (A4148H) Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Carl Quintanilla, Jim Cramer and David Faber discussed stock markets down sharply after Monday's rebound rally — as trade tensions between the U.S. and China re-escalate. The anchors also delved into big banks kicking off earnings season, including quarterly results from JPMorgan Chase, Wells Fargo, Goldman Sachs and Citigroup. BlackRock Chairman & CEO Larry Fink joined the show at Post 9 to talk about earnings as well as the investment landscape both globally and in the U.S. Also in focus: The latest on OpenAI, hear what Oracle's new CEOs and Broadcom CEO Hock Tan had to say about AI, Johnson & Johnson's upbeat quarterly results and outlook. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
En el episodio de hoy de VG Daily, Andre Dos Santos y Eugenio Garibay analizan la nueva escalada comercial entre Estados Unidos y China, tras las recientes represalias chinas con tarifas portuarias y sanciones a empresas vinculadas a EE. UU.. Conversan sobre cómo estas medidas han reactivado la volatilidad en los mercados, el impacto en sectores estratégicos como la logística y las materias primas, y el papel que está jugando el comercio agrícola, especialmente la soya en esta disputa.Más adelante, el episodio se centra en los reportes de la gran banca estadounidense, con los resultados de JPMorgan, Goldman Sachs, Citigroup, Wells Fargo y BlackRock. Los conductores explican qué impulsó sus cifras, los comentarios de sus directivos y qué nos dicen estos resultados sobre la salud del consumidor, la rentabilidad del sector financiero y el pulso general de la economía.Un episodio clave para entender cómo la tensión geopolítica y los resultados corporativos están marcando el tono de los mercados esta semana.
European Central Bank President Christine Lagarde gives her outlook for the Euro and gold. Plus, whether she thinks the market is currently in an AI bubble. Then U.S. Trade Representative Jamieson Greer. New this morning – China striking back against President Trump's threat of a 100% tariff increase. His outlook for the escalating trade war and whether a meeting between Trump and China's Xi is still on. And the CFO of Wells Fargo reacts to results. The stock jumping as regulators remove the firm's asset cap. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
APAC stocks were mixed following the rebound on Wall St; Japan underperformed on return from holiday/reacted to the ruling coalition split.China's MOFCOM announced that it is taking countermeasures against five US-linked firms; said the US cannot have talks while threatening new restrictions.European equity futures indicate a mildly lower cash market open with Euro Stoxx 50 futures down 0.2% after the cash market closed with gains of 0.7% on Monday.DXY is a touch softer, antipodeans lag, JPY picked up as the risk sentiment soured, EUR/USD is on the rise and eyeing 1.16.French PM Lecornu's government is to present a budget aiming to reduce the deficit to 4.7% by end-2026, according to La Tribune.Looking ahead, highlights include UK Unemployment/Wages (Aug), German ZEW (Oct), US NFIB (Sep), IEA OMR, Fed Discount Rate Minutes, ECB's Cipollone & Villeroy, BoE's Bailey & Taylor, Fed's Powell, Waller, Collins & Bowman, BoC's Rogers, RBA's Hunter & Hauser, Supply from Netherlands, Italy & GermanyEarnings from BlackRock, JPMorgan, Goldman Sachs, Citi, Wells Fargo, Johnson & Johnson, Bellway & LVMH.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
China's MOFCOM announced that it is taking countermeasures against five US-linked firms; said the US cannot have talks while threatening new restrictions.French PM Lecornu's government is to present a budget aiming to reduce the deficit to 4.7% by end-2026, according to La Tribune.Equities lower across the board, as markets digest the latest trade-related escalations by China on the US; traders also await a number of US earnings.JPY benefits from haven bid, GBP hit by soft jobs, Antipodeans dented by risk-tone.Global paper firmer amid the weakened risk tone, Gilts lead after data, OATs await PM Lecornu.Crude benchmarks fall as Middle East tensions ease, XAU pulls back from new ATHs.Looking ahead, US NFIB (Sep), Fed Discount Rate Minutes, Speakers including ECB's Villeroy, Kocher, BoE's Bailey & Taylor, Fed's Powell, Waller, Collins & Bowman, BoC's Rogers, RBA's Hunter & Hauser, RBNZ's Conway. Earnings from JPMorgan, Goldman Sachs, Citi, Wells Fargo, Johnson & Johnson & LVMH.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
My guest is Konstantina Stankovic, MD, PhD, Professor and Chair of Otolaryngology at Stanford School of Medicine. She explains how hearing works and why hearing loss—affecting over 1.5 billion people—impacts people of all ages. We discuss how hearing loss impairs focus and increases the risk of cognitive decline, as well as the role of menopause and other biological milestones in hearing health. We share science-backed protocols to protect your hearing and highlight risks to avoid. And we discuss tinnitus—its causes and treatment options. AGZ: https://drinkagz.com/huberman Wealthfront*: https://wealthfront.com/huberman Our Place: https://fromourplace.com/huberman David: https://davidprotein.com/huberman Joovv: https://joovv.com/huberman LMNT: https://drinklmnt.com/huberman *This experience may not be representative of the experience of other clients of Wealthfront, and there is no guarantee that all clients will have similar experiences. Cash Account is offered by Wealthfront Brokerage LLC, Member FINRA/SIPC. The Annual Percentage Yield (“APY”) on cash deposits as of September 26, 2025, is representative, subject to change, and requires no minimum. Funds in the Cash Account are swept to partner banks where they earn the variable APY. Promo terms and FDIC coverage conditions apply. Same-day withdrawal or instant payment transfers may be limited by destination institutions, daily transaction caps, and by participating entities such as Wells Fargo, the RTP® Network, and FedNow® Service. New Cash Account deposits are subject to a 2-4 day holding period before becoming available for transfer. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments are not bank deposits, bank-guaranteed or FDIC-insured, and may lose value. 00:00 Konstantina Stankovic 03:27 Hearing Loss, How Hearing Works, Types of Hearing Loss 10:58 Sound Waves, High vs Low Frequency, Communication, Importance of Hearing 15:26 Sponsors: Wealthfront & Our Place 18:40 Sound Projection, Intensity, Speech; Moving Ears; Larger Ears 22:59 Sounds & Emotionality; Tinnitus 26:43 Painful Sounds, Hyperacusis, Phonophobia; Memory, Auditory Hallucinations 32:19 Concerts & Ringing in Ears, Hidden Hearing Loss; Tool: Safe Sound Threshold 39:15 Concerts & Protecting Hearing, Tools: Ear Plugs, Magnesium Threonate 43:44 Magnesium Food Sources & Supplements; Migraines & Tinnitus 47:30 Tinnitus; Hearing Loss, Genetic & Environmental Factors 53:19 Sponsors: AGZ by AG1 & David 56:04 Individualization; Tinnitus Examination & Treatment, Supplementation? 1:04:36 Headphones, Tough vs Tender Ears, Children, Tool: Safe Sound Levels 1:09:41 Compounded Damage, Concerts & Hearing Loss, Tool: Ear Plugs 1:12:59 Transitioning Environments, Hyperacusis; In-Utero Hearing 1:15:56 Dogs & Sea Animals, Sound Pollution 1:19:54 Hearing Loss, Dementia & Cognitive Decline; Tool: Slow Speech & Face Listener 1:26:26 Sponsor: Joovv 1:27:38 Lip Reading; AI-Enhanced Hearing Aids 1:30:12 Sleep, Tool: Earplugs; Hearing Yourself Speak, Superior Semicircular Canal Dehiscence 1:36:54 Hearing & Balance, Vibrations; Sound Therapy 1:42:05 Music, Dance, Hearing & Frequency Map; Cochlear Implants 1:48:20 Sponsor: LMNT 1:49:52 Hearing & Social-Cognitive Development, Mental Health; Cochlear Implants 1:56:07 Men vs Women, Estrogen; Hearing Loss, Environment, NSAIDs 2:01:52 Environmental Toxins, Heavy Metals, Plastics; Tool: Heating Plastic 2:06:39 Tool: Avoid Regular NSAIDs Use; Birds & Hair Cell Regeneration; Cancer 2:12:05 Head & Neck, Lymphatic System & Surgery 2:14:44 Adult Auditory Plasticity, Music & Language 2:17:37 Splitting of Senses, Podcasts, AI & Human Progress 2:22:20 Prevent Hearing Loss & Recap 2:25:09 Zero-Cost Support, YouTube, Spotify & Apple Follow, Reviews & Feedback, Sponsors, Protocols Book, Social Media, Neural Network Newsletter Learn more about your ad choices. Visit megaphone.fm/adchoices
Bloom Energy (BE) rallied more than 20% to kick off Monday's trading session. Alex Coffey explains how energy demand building for the A.I. infrastructure picture helps play a role in the surging price action. The tech picture is more mixed, with Wells Fargo upping price targets for storage giants Seagate (STX) and Western Digital (WDC), while BofA downgraded Intel (INTC) and Texas Instruments (TXN).======== 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
In this week's episode of WSJ's Take On the Week, co-hosts Telis Demos is joined by Miriam Gottfried to tackle gold's continued rally. They discuss the debate over whether its surge is a bet against the U.S. dollar or simply "catastrophe insurance" against a faltering AI-led stock market. Plus, with the U.S. government shutdown delaying key economic reports, investors are turning to Bank of America, Carlyle Group and likely this week's bank earnings for clues on the economy's health. After the break, Telis is joined by Chris Whalen, chairman of Whalen Global Advisors, and they get into this week's coming earnings from JPMorgan Chase, Citigroup, Wells Fargo, Goldman Sachs and more. Whalen explains why real trouble is brewing for banks in commercial real estate and private equity. And he shares what indicators he is looking out for in their earnings this coming week. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading: Gold Prices Top $4,000 for First Time Gold Screams ‘Debasement Trade.' Bonds Say Otherwise. Stocks Fall After Report Raises Concerns About AI Profitability A New Wall Street Trade Is Powering Gold and Hitting Currencies The Unofficial Jobs Numbers Are In and It's Rough Out There Big Banks Are Spinning Market Chaos Into Gold Credit-Card Users Are Cautious Now. Rate Cuts Could Open the Floodgates. Want to Know Where the Economy Is Headed? Look at These Banks For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Gunjan Banerji here and Telis Demos here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to episode 32 of Offshoot. My guest today is Tony Yousif, Executive Managing Director of SVN, where he's built a nationwide advisory and brokerage platform helping banks, receivers, and institutional capital allocators of all varieties navigate their most complex real estate situations.Born to Iraqi immigrants who fled to America and lived on welfare and Section 8 housing in the city of Chicago, Tony found himself working at a convenience store and borrowing a third of his now-wife's accounting salary just to survive. For 2.5 years he pulled 100-hour weeks before making his first $25,000 commission check. That grit was the foundation for building one of the most trusted names in distressed real estate.But, the genius here isn't just the grind, it's the deep investment Tony has made to relationship-building. He doesn't see himself as a broker; rather the "conductor of the orchestra" sitting between the lenders and local market experts, helping move distressed deals along to their highest and best use. Since 2008, he's helped the likes of Wells Fargo, Bank of America, Fannie Mae, Colony Capital, and Oaktree navigate their troubled assets. Last year alone, his team valued over 1,500 properties and managed 92 different assets across the country. The best part of this is that Tony hasn't asked for a piece of business in over 10 years and he's not likely someone you've heard a lot about. All of this comes from relationships.Tony's a farmer rather than a hunter in the world of real estate. While most brokers eat what they kill, moving from one deal to the next, Tony plants seeds, nurtures relationships, and harvests when the fruit is ripe. The proof of his success comes in the liberty he has to fire clients – walking away from $80,000 a month because one relationship wasn't mutually respectful. That takes serious cojones and is a luxury of only the successful.Listen into (and behind) what's said as we cover topics that include:How respect for his parents' vision and commitment served as a core motivationThe difference between being a relationship broker versus a transaction broker – and why one builds a business while the other may just pay billsWhy grading your clients and firing the toxic ones can free time for the relationships that matterThe wisdom in allocating time to create harmony across competing interestsThe benefits of striving to live as if you're about to dieThe Sabalers effect - how treating people right means they take you with them to their next employer and give you another clientThe art of saying no to opportunities and instead referring them to competitors without asking for a fee (and how that built his reputation)Why "a rolling loan takes no loss" and how banks' extending and pretending looked genius through the last crisisThe nightly practice with his kids that names three things they're each grateful forThe three circles of life (business, friends/family, self) and why deathbed advice about finding harmony, not balance, changed Tony's perspectiveTony's journey from welfare recipient to trusted advisor for institutions managing billions in distressed assets is a masterclass in patience, perseverance, and the compound value of genuine relationships. I hope you enjoy it.
Welcome to a special author's episode of The Data Chief, where we delve into the minds of three influential authors who are shaping the conversation around data and AI. First, Geoff Woods, author of The AI-Driven Leader, shares his philosophy of prioritizing strategy over technology to make faster, smarter decisions. Next, Wendy Batchelder, author of The Data Governance Handbook, discusses how to transform governance from a rigid bureaucracy into a business accelerator by focusing on business outcomes. Finally, Malcolm Hawker, author of The Data Hero Playbook, challenges data leaders to adopt a heroic mindset by becoming customer-driven and aligning their incentives with business success. Join us to learn how to lead effectively in the AI era by building a strategy-driven, governed, and customer-centric data function.The Data Chief Podcast: Author Episode Key MomentsGeoff Woods: The AI-Driven LeaderFrom "IT Problem" to Strategic Partner (06:20): Woods advocates for viewing AI as a "strategic thought partner" rather than an assistant or replacement, and emphasizes that AI strategy must align with business strategy.The CRIT Framework for Smarter Prompts (12:25): He introduces the CRIT framework for prompt engineering: Context, Role, Interview, Task. This method helps leaders get non-obvious, high-impact strategies from AI by having the AI ask the right questions.Beyond the Bottom Line: AI's Human Impact (22:17): Woods discusses the ROI of AI, including a case where AI identified savings equivalent to 2% of a company's revenue. Wendy Batchelder: The Data Governance HandbookData Governance as an Accelerator (32:33): Wendy Batchelder addresses the myth that data governance is a "dirty word" or a code for "no," arguing that its true purpose is to be an accelerator.Speaking the Language of Business (35:17): Batchelder emphasizes that data governance should be embedded from the start of a project, not as an afterthought. She provides an example of "bad" vs. "good" communication, urging data professionals to speak the language of the business.Measuring Value with Business Outcomes (40:00): She outlines how to measure the value of data governance by connecting it to business outcomes like increased revenue or improved customer service. Malcolm Hawker: The Data Hero PlaybookFrom Limiting Mindset to Growth Mindset (56:00): Hawker discusses why he wrote the book, calling the current moment a "do or die" opportunity for CDOs. He challenges the "limiting mindset" that leads to defeatism.Customer-Driven, Not Data-Driven (1:08:00): He urges data leaders to be "customer-driven, not data-driven," emphasizing the need for data teams to become more business literate.The Power of Product Management (1:14:00): Hawker advocates for bringing product management disciplines into data teams. This approach focuses on putting the customer at the center and ensures that data products are economically viable and tied to ROI.Key Quotes:"It is not technology first, strategy second. It is strategy first, technology second.” - Geoff Woods"The companies that are treating data as something that helps drive business outcomes are thinking about data at the beginning and set up at the end." - Wendy Batchelder“If you deliver value to your customers, if you are the lever of change and transformation in your organization, if you show value from data, you will get a seat at the table." - Malcolm HawkerMentionsThe AI-Driven Leader: Harnessing AI to Make Faster, SmarterHow AI is transforming strategy developmentData Governance Handbook: A practical approach to building trust in data5 key reasons why data analytics is important to businessThe Data Hero Playbook: Developing Your Data Leadership SuperpowersCDOs and CDAOs: Rethink your role or fade awayGuest Bios:About Geoff Woods Geoff Woods is the #1 bestselling author of The AI-Driven Leader, host of the AI-Driven Leader podcast, and Founder of AI Leadership and The AI-Driven Leadership Collective™, a highly vetted network of executives collaborating to harness AI to build better businesses and better lives. As the former Chief Growth Officer of Jindal Steel & Power, Geoff's strategic leadership helped the company grow its market cap from $750 million to over $12 billion in just four years. Prior to that, he co-founded the training and consulting company behind The ONE Thing, advising businesses ranging from $10 million to $60 billion in annual revenue.About Wendy Batchelder Wendy Batchelder is a three-time Chief Data Officer across financial services, technology & healthcare industries, with a wide understanding of how to take highly technical aspects of data management and translate them into simple, concise business valued solutions that are practical and simple to understand. Her background has led her to lead global data & analytics organizations at four Fortune 500 companies. She approaches situations with curiosity and humility, which has led to applying innovative data solutions to challenges with increased complexity to deliver value that companies can measure.A lifelong learner, Wendy graduated from Miami University with a B.S. in Accounting and Information Systems, from Drake University with a Masters of Accountancy, from University of Iowa with an Executive MBA, and pursues ongoing education through Harvard Business School. Her work history includes EY, KPMG, Aviva, Wells Fargo, VMware and Salesforce.About Malcolm HawkerMalcolm helps senior business leaders harness the power of data to transform their businesses. As a former Gartner analyst, he has consulted with some of the world's largest and best-known brands on their enterprise information management strategies and digital transformation initiatives.He is a frequent public speaker on data and analytics best practices with a passion for Master Data Management (MDM) and Data Governance. He welcomes the opportunity to share practical and actionable insights on how companies can become truly data-driven by implementing the cultural, technical, and organizational changes needed for success in the digital age. He is also the author of The Data Hero Playbook. Hear more from Cindi Howson here. Sponsored by ThoughtSpot.
We've got some huge international strikes and check-ins on some long running campaigns this week. We start with headlines from Iowa hospitals, Cornell University, Incheon International Airport, New Zealand primary schools, Doordash, and Amazon. Our first main story we discuss a Labor Notes piece updating us on the ongoing effort to organize one of the country's biggest banks, Wells Fargo. After the illegal seizure of the Global Sumud Flotilla, Italian workers made good on their threats to launch a massive general strike. Workers at the Pittsburgh Post-Gazette have been on strike for over 2 years, we discuss what's keeping them going after all this time and the importance of their struggle to a dire media landscape. Finally, a piece in the American Prospect from Sarah Lazare demonstrates clearly how the attacks on immigrants are attacks on all of us, and why the time is now for a unified fightback by organized labor. Join the discord: discord.gg/tDvmNzX Follow the pod at instagram.com/workstoppage, @WorkStoppagePod on Twitter, John @facebookvillain, and Lina @solidaritybee
Have you noticed the widening gap between how we expect leaders to behave in the public sphere versus in corporate organizations?In episode 283, Ramona Shaw tackles two timely and important questions: What is happening to leadership and how do we keep our standards intact?From headlines of public leaders dodging accountability to viral social media figures equating leadership with dominance, we're seeing a shift in what some people perceive as “strong leadership.” But in our companies, those signals don't fly. And they shouldn't.Inside this episode, we unpack:Why public and corporate leadership are governed by two different sets of standardsThe seven shared expectations we have of leadersWhat happens when we don't, with real-world cautionary tales from WeWork, Wells Fargo, and KrogerWhy leaders today need to be more explicit than ever about the values they uphold and the behavior they expectWhen organizational standards get fuzzy, cracks form; slowly at first, then suddenly. Misalignment, disengagement, and broken trust are often symptoms of leaders failing to walk the talk. This episode unpacks what's at stake and why now is the time to reestablish what good leadership looks like before external norms start seeping in.
In this episode, Lex speaks Mike Sha - the CEO and co-founder of Tandems (formerly SigFig), a leading provider of AI-powered software for wealth management firms and financial institutions. Together, Lex and Mike discuss the evolution of wealth technology through the lens of Mike's entrepreneurial journey from founding Wikinvest in 2006 to building Tandems. Wikinvest pivoted to portfolio tracking and then to a B2B model, powering major portals like Yahoo Finance and managing over $500 billion in tracked assets. The team's insights into poor retail investment behavior led to building SigFig, a B2B robo-advisor, eventually serving banks like UBS and Wells Fargo.Today, rebranded as Tandems, the firm offers AI-powered tools for advisors across three key areas: meetings, asset gathering, and investment management, with AI integrated via a modular “wealth OS” platform. Tandems uses an open architecture for AI, prioritizing trust, configurability, and high accuracy tailored to the specific workflows of financial advisors. NOTABLE DISCUSSION POINTS:The Realization That Most Investors Struggle on Their Own Sparked the Robo-Advisory Movement - Mike Sha's early data from tracking $400–500 billion in retail portfolios across Yahoo!, CNN, and other finance portals revealed that most individuals consistently underperform when managing their own investments. This insight directly led to the creation of SigFig, one of the first robo-advisors, designed to make high-quality investment advice affordable and automated. It shows how data-driven observation of user behavior can uncover market inefficiencies and spark new product categories.Distribution and Integration Trumps Pure Innovation in Fintech Partnerships - Tandem's evolution from a consumer-facing platform to a B2B software provider for major banks underscored a critical lesson: distribution and trust are the hardest parts of scaling in financial services. Rather than trying to replace institutions, Sha's team embedded within them - learning that success requires deep integration with legacy systems and respect for the bank's compliance and operational frameworks. The “secret” to working with large financial institutions, Sha notes, is understanding their old infrastructure and designing around it - not fighting it.AI's Real Impact in Wealth Management Will Begin with Eliminating Repetitive Work - Tandem's current strategy focuses on AI automation for financial advisors, not as a replacement but as an assistant. Sha highlights that over 90% of an advisor's day involves repetitive administrative work - meeting prep, paperwork, compliance, follow-ups. Tandem's “Wealth OS” connects legacy systems and uses AI to automate these tasks first, freeing advisors to focus on human relationship-building and advice. It's a practical and near-term vision of AI in finance: efficiency before intelligence. TOPICSTandems, SigFig, Wikinvest, wealthtech, wealth management, fintech, ai, artificial intelligence, investment, roboadvisors, finance, financial management, banking, bank partnerships ABOUT THE FINTECH BLUEPRINT
Johnson & Johnson (JNJ) has shined in the healthcare space, rallying 5% this week and 30% in 2025. An upgrade from Wells Fargo added momentum to the stock rally on Friday. Rick Ducat dives into the price action behind Johnson & Johnson by comparing the stock to peers in pharmaceuticals and the general health care sector. He analyzes the options front gauge and expected volatility on both sides of the trade.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
The Wall Street Journal has uncovered that Epstein maintained accounts with more than 20 banks even in the years leading up to his 2019 death—among them, Wells Fargo, TD Bank, and FirstBank Puerto Rico. The documents show Epstein moved at least $60 million into Honeycomb Partners, received $13.5 million from a hedge fund tied to Paul Tudor Jones, and sold $15 million in private company shares to a crypto investor, among other large transactions. Although major banks like JPMorgan Chase and Deutsche Bank say they cut ties (JPMorgan in 2013; Deutsche Bank in 2018), the Journal's reporting suggests their associations with Epstein ran deeper than previously disclosed.Beyond banks, the reporting points to a broader financial network: hedge funds, private equity, venture capital firms, and prominent individuals who moved money to or from Epstein‐controlled entities. Previously unknown payments also emerged: $1 million to Joi Ito, $85,000 to Alan Dershowitz, $250,000 to Terje Rod-Larsen, and reimbursements to former Treasury Secretary Larry Summers (about $1,232.25). In response, legislators are now pushing for hearings—ten Democratic senators recently urged JPMorgan executives and others to testify under oath about their knowledge of Epstein and any “ignored warnings.”to contact me:bobbycapucci@protonmail.comsource:The Wall Street Firms That Kept Ties With Jeffrey Epstein Until the End
Today on CarEdge Live, Ray and Zach discuss the latest news from Wells Fargo and Edmunds. Tune in to learn more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Wall Street Journal has uncovered that Epstein maintained accounts with more than 20 banks even in the years leading up to his 2019 death—among them, Wells Fargo, TD Bank, and FirstBank Puerto Rico. The documents show Epstein moved at least $60 million into Honeycomb Partners, received $13.5 million from a hedge fund tied to Paul Tudor Jones, and sold $15 million in private company shares to a crypto investor, among other large transactions. Although major banks like JPMorgan Chase and Deutsche Bank say they cut ties (JPMorgan in 2013; Deutsche Bank in 2018), the Journal's reporting suggests their associations with Epstein ran deeper than previously disclosed.Beyond banks, the reporting points to a broader financial network: hedge funds, private equity, venture capital firms, and prominent individuals who moved money to or from Epstein‐controlled entities. Previously unknown payments also emerged: $1 million to Joi Ito, $85,000 to Alan Dershowitz, $250,000 to Terje Rod-Larsen, and reimbursements to former Treasury Secretary Larry Summers (about $1,232.25). In response, legislators are now pushing for hearings—ten Democratic senators recently urged JPMorgan executives and others to testify under oath about their knowledge of Epstein and any “ignored warnings.”to contact me:bobbycapucci@protonmail.comsource:The Wall Street Firms That Kept Ties With Jeffrey Epstein Until the EndBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.
On Wednesday, representatives from several large Minnesota companies will gather in Minneapolis to learn about neurodivergence, an umbrella term for a variety of ways someone's brain may work differently from what's considered typical. Neurodivergence includes conditions such as ADHD, autism and dyslexia. The disability advocacy group PACER Center is hosting Wednesday's workshop, which is led by Wells Fargo and the University of Connecticut. The idea is to design hiring and workplace practices to include neurodivergent employees. PACER Center executive director Tonia Teasley joined MPR News host Nina Moini to talk about the workshop.
Episode SummaryIn this compelling conversation, Sam Sivarajan sits down with Guido Palazzo, a Professor of Business Ethics, to unpack the complex world of ethical decision-making in organizations. Together, they examine how well-intentioned people can make harmful decisions under pressure, the profound impact of corporate culture on ethical behavior, and why context often matters more than personal values when it comes to moral choices.Professor Palazzo draws on real-world scandals, including the infamous Wells Fargo account fraud case, to illustrate how organizational pressures can create "ethical blindness" that leads good people astray. The discussion emphasizes the critical role leaders play in fostering cultures that not only permit but actively encourage ethical conversations and decision-making processes.Key TakeawaysGood people can make bad decisions under pressure - ethical failures often stem from situational factors rather than character flawsContext trumps personal values in many decision-making scenarios within organizationsCorporate culture significantly influences ethical behavior - the environment shapes choices more than individual moral compassesThe Wells Fargo scandal exemplifies ethical blindness - showing how institutional pressure can normalize harmful behaviorLeaders must normalize discussions about ethics - making moral considerations a regular part of business conversationsThe "fake it till you make it" mentality can lead to fraud - especially problematic in high-pressure startup environmentsEpisode Chapters00:00 Introduction to Ethical Decision-Making03:06 Guido Palazzo's Journey into Ethics05:52 The Dark Pattern: Understanding Ethical Blindness11:41 Context Over Character: The Wells Fargo Scandal32:10 Fake It Till You Make It: The Silicon Valley Spirit35:47 Creating a Bright Pattern: Ethical Decision-Making by Design52:04 Staying Morally Grounded: Do No Harm, Take No ShitMemorable Quotes"The evil is banal.""You have to be the best.""Do no harm, take no shit."Tagsbusiness ethics • ethical decision-making • corporate culture • leadership • moral judgment • ethical blindness • Wells Fargo scandal • financial services • organizational ethics • dark patternsThis episode offers valuable insights for leaders, managers, and anyone interested in understanding how ethical decision-making works in practice within organizational contexts.
Flight delays. Sleeping in airports overnight. Subways breaking down underground.For most people, travel is a nightmare.But with C&J Bus Lines, it's a different story.C&J is not only one of the most beloved companies on the Seacoast, but they're also one of the most respected across the entire transportation industry.How is it possible that a BUS company - long seen as the bottom of the barrel in travel - makes people this happy?On today's episode, Jim Jalbert - who has owned C&J since 1981 - explains in an EXCLUSIVE interview!From the West End of Portsmouth, Jalbert sits down with host Troy Farkas to discuss why the family business started in 1968, the company's evolution from checkered taxi cab to bougie bus, the company's devotion to excellent customer service, and why Seacoast residents speak so highly of the company.Plus, Jalbert talks about the long-term ramifications of President Trump's tariffs, why C&J implemented paid parking this year, and some breaking news regarding their New York City trips!To save $20 on select trips to New York City between Oct. 14 and Nov. 14, use the code "NYC20" at checkout at RideCJ.com.CHAPTERS:The early days of C&J (00:00)C&J's devotion to excellence (14:28)Why C&J is so well-respected (29:13)Surviving the pandemic (41:36)C&J's untraditional business approach (44:50)Trump's tariffs & paid parking (53:22)Giving back to the community (01:09:42)How do you want to be remembered? (01:19:20)EVENTS:Seacoast Stories Dinner Club in Exeter, N.H., on Wednesday, 10/15. Meet your new best friends by signing up here.Seacoast Culinary Challenge at The Music Hall in Portsmouth, N.H., on Wednesday, 10/29. Join the fight against food insecurity by snagging your tickets here.SPONSORS:Jennifer Bakos Photography: Small biz owners can get 10% off your first photography session by DM'ing Jenn @jennbakosphoto on Instagram! Just tell her you're a fan of the podcast
On this week's Labor Radio Podcast Weekly: This week on Work Stoppage, Italy's unions show how it's done, with port blockades and a nationwide transit shutdown in solidarity with Palestine. Over on WorkWeek, a Wells Fargo banker in Wyoming tells how workers organized with CWA—and what happened when the company fired him for it. From the Labor Notes Podcast, beauty-salon workers at Sugared + Bronzed unionize amid safety concerns and punishing metrics—and win momentum shop by shop. In the latest Reinventing Solidarity, NEA president Becky Pringle argues public education is where democracy takes root—and why that scares authoritarians. Meanwhile, on Words & Work, Jonathan Rosenblum revisits Kshama Sawant's wins—from $15 to taxing Amazon—and how an elected office became an organizing center. And on the Powerline Podcast, JNCTN's crew breaks down an app built to tighten safety, compliance, and efficiency across the building trades. Help us build sonic solidarity by clicking on the share button below. Highlights from labor radio and podcast shows around the country, part of the national Labor Radio Podcast Network of shows focusing on working people's issues and concerns. @WorkStoppagePod @labormedianow @LaborNotes @CunySLU #LaborRadioPod @AFLCIO Edited by Captain Swing, produced by Chris Garlock; social media guru Mr. Harold Phillips.
CEOWorld Magazine, Medium André Stewart is nominee for Los Angeles Times CFO & CEO Leadership Award in 2021.His latest Book: Epitome of the Mind: Unlock Your Full Potential for Better Health, Prosperity and Happiness, April 15.2023André Stewart is the founder and CEO of InvestFar Capital, Residual Roads Business Institute, and InvestFar, the first mobile app that lets you purchase, renovate, sell, or manage an investment property remotely globally. Have you ever felt overwhelmed or depressed? Been homeless, unemployed, or on government assistance? That was André's life path before entering the world of finance.Previously a commercial banker at Wells Fargo, Silicon Valley Bank and a private bank named OneWest Bank as an advisor to CEOs of startups, major tech companies, and high net worth individuals, everything changed when at the age of thirty-three, his doctor ordered him to quit. The stress was literally killing him, leaving André on the brink of cardiac arrest. André then discovered the knowledge of real estate investing and was able to achieve financial independence in less than seven months in that industry. Residing in Los Angeles, California, André is now on a mission to help others from all walks of life discover mental awareness and financial independence.His book, The Real Estate Investing Diet: Harnessing Health Strategies to Build Wealth in Ninety Days(August 2, 2022; Amplify Publishing) André shares practical tools and techniques for gaining financial independence and generating long-term wealth through real estate investing―without using your own personal credit or up front capital.Whether you have a bank account in the negative or a million dollars to invest, this book will not be like any other real estate guide you've read before. André not only gives you every single tool to make money in any real estate economic climate, but he also does so while navigating an unprecedented modern economy. If you want to be financially free in an unparalleled time in the history of any country, this is the book for you.© 2025 All Rights Reserved© 2025 BuildingAbundantSuccess!!Join Me on ~ iHeart Media @ https://tinyurl.com/iHeartBASSpot Me on Spotify: https://tinyurl.com/yxuy23baAmazon Music ~ https://tinyurl.com/AmzBASAudacy: https://tinyurl.com/BASAud
We're back with another wild ride:1️⃣ How Black Are You? — a game, a vibe, a cultural gut-check.2️⃣ Other People's Problems (OPP): Was Ayesha Curry wrong? She once admitted she thought Steph Curry would just be a high school coach, not an NBA legend. Big-time ambitions vs. backyard ball — let's unpack it.3️⃣ Corporate clown show: Wells Fargo accused of staging fake interviews for diversity points. Spoiler: this isn't their first scandal.Grab your snacks, settle in — this one's equal parts funny, messy, and real.
Markets closed lower for a second day in a row with small caps taking the biggest hit. Chinese markets rallied strong thanks Alibaba's (BABA) 11-digit commitment it's making for A.I. infrastructure. Amazon (AMZN) traded lower despite an upgrade from Wells Fargo, while Lithium Americas (LAC) nearly doubled its stock price thanks to headlines from the Trump administration. Marley Kayden takes investors through the session.======== 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
A.I. optimism has Wells Fargo upgrading Amazon (AMZN) as the company lags behind its Mag 7 peers. Morgan Stanley was more mixed when it came to updating its tech names, seen in an upgrade for ServiceNow (NOW) and downgrade for Adobe (ADBE). Diane King Hall offers a closer look into what's driving the analyst movers Wednesday morning.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
This episode with Prof. Guido Palazzo blew my mind about how normal people turn into corporate criminals. Turns out it's less about bad apples and more about toxic orchards! We dish about all your favorite corporate disasters: Theranos, Wells Fargo, and France Telecom. Guido explains how fear and impossible targets are basically Fraud Fertilizer™.My favorite part? Learning that having a career "Plan B" is your best defense against being pressured into sketchy accounting, and that reading novels builds more ethical muscles than those cheesy HR training videos. Next time your boss talks about "getting creative with the numbers," remember this conversation and maybe update that resume... just saying!LinkedIn: https://www.linkedin.com/in/guidopalazzo-/Website: https://guidopalazzo.com/Get his book: https://guidopalazzo.com/book-project/
Wells Fargo's Ohsung Kwon joins to analyze the market action and what he likes into year-end in his first interview since taking over as Chief Equity Strategy. Our Angelica Peebles breaks down Kenvue's volatile two-day stretch. William Kerwin of Morningstar reacts to Micron earnings.Michael Saylor, Strategy Executive Chairman, breaks down bitcoin's recent price action and the trend of Bitcoin treasury companies. Plexo Capital's Lo Toney breaks down who is spending and who is buying in the AI infrastructure buildout. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
IN THIS EPISODE: In this episode, our host Denise Silber sits down with Shannon Lundgren — HBS MBA, entrepreneur, and founder of Shannon's Circle — to explore what it means to build a business in one of the most personal industries: love. Shannon's path didn't follow the usual arc. After the Business School and a pivotal chapter working directly for Warren Buffett — where what impressed her most was his extraordinary kindness, and how he brought out the best in everyone by talking about their best qualities — Shannons Lundgren transitioned from corporate strategy to executive recruiting, a field where understanding the whole person, through emotional intelligence, is essential. That same approach now drives her work in high-end matchmaking, where success is all about the fit Shannon shares how she built her client base with intention, why she only takes on clients she believes she can help, and what entrepreneurs can learn from guiding people through high-stakes first impressions. So why listen? To be inspired by an exceptional entrepreneur — and because, let's face it, you're curious about how modern matchmaking really works. Whether you're building a business or looking for meaningful connections, this episode will leave you thinking differently about what it takes to create lasting matches between people. GUEST BIO: Shannon Lundgren, a Harvard Business School alumna, is the CEO of Shannon's Circle, where she brings 12 years of elite matchmaking experience to helping intellectually curious and kind singles find the love of their life.As a corporate executive turned matchmaker, she applies her executive recruiting skills to serve clients in California and the West Coast. Shannon is a recognized expert on modern love, featured in The Wall Street Journal, Fortune, Forbes, Harvard Magazine, Business Insider, and Today. Before launching her matchmaking career, she was a Senior Vice President at Wells Fargo and a Strategic Marketing Consultant at Berkshire Hathaway. She serves on the board of the Harvard Business School Club of Northern California and is a respected partner of The Family Office Exchange (FOX), where she speaks about wealth being much more than net worth. Shannon also holds a B.A. in business from UC Berkeley. She resides in San Francisco with her husband of 18 years and their teenage daughter.
Bullish expectations from analysts pushed CoreWeave's (CRWV) stock higher on Tuesday's session. Wells Fargo says the company has grown "too big to ignore," while Melius Research says cloud's industry growth makes CoreWeave attractive to other companies building out their A.I. infrastructure. Marley Kayden turns to the analyst notes and explains the details driving their sentiment. Tim Biggam later offers an example options trade for CoreWeave.======== 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
Wells Fargo and Melius Research analysts each upgraded CoreWeave (CRWV) prior to Tuesday's open. Ben Watson examines the chart patterns taking shape and points to the bullish price action developing over the past several trading days. He highlights $130 as a potential level that was resistance but could turn into support after the most recent run higher. On a 1-year chart, Ben highlights the August breakout around $150 and the diagonal downward trend being tested.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
GIVEAWAY - send us a message and let us know your favorite thing about the Square Pizza Pod. We are giving away SchermCo swag to the first three people that send us a note!In this episode of the Square Pizza Podcast, host Greg Schermbeck sits down with Rod Banks, long-time community development and philanthropy leader, for a candid conversation on leadership, career growth, and the evolving landscape of corporate social responsibility (CSR). Rod reflects on his journey from economic development in Spartanburg to nearly two decades with Wachovia and Wells Fargo, where he has shaped philanthropic investments across housing, small business growth, and financial health. Along the way, he discusses how his calm leadership style—something inherited from his father—has influenced both his personal and professional life, and why open dialogue with nonprofits is critical for long-term community impact. In this episode, you'll hear: Rod's reflections on family influences, staying grounded, and even his passionate side as a Steelers fanThe scale of investments in Charlotte and western North Carolina, with a focus on housing, small businesses, and financial mobilityLessons from partnering with both established organizations like Gardhouse & Freedom Fighting MissionariesWhy nonprofit leaders should lean into authenticity and open conversations with funders—even when it means discussing vulnerabilitiesInsights on the growing conversation around nonprofit mergers and acquisitions, and why sustainability must be central to strategic planningHis hope for Charlotte's CSR ecosystem: continued collaboration among funders to meet community needs with both rigor and trustThis episode is for nonprofit leaders, funders, and anyone invested in community change. Rod's steady leadership, deep experience, and practical wisdom offer a grounded perspective on how philanthropy can adapt and thrive in uncertain times.Support the show
People matter more than performance. Yes, even in a numbers-obsessed industry. Take it from Karl Heckenberg, founder of Constellation Wealth Capital, a $1B platform that takes minority, non-controlling stakes in large RIAs and wealth management firms.Yes, he understands the numbers and mechanics behind investing. But what actually sets him (and his fund) apart is the fact that he builds real partnerships. In this episode, he sits down with Stacy to talk about:His backstory: from investment banker to CEO, and how he built a $1B platform by betting on peopleWhy founder-led firms outperform (and how Constellation supports them)What makes a capital partner “friendly” (and what doesn't)Ownership and succession blind spots in wealth and asset managementLessons from 40+ deals that apply to any founder looking to growThe real ROI of relationships, connection, and shared valuesMore about Karl:Karl serves as the President and Managing Partner of Constellation Wealth Capital. Before founding CWC, Karl was the CEO of Emigrant Partners and its affiliated company, Fiduciary Network. His career in the financial services has taken him to renowned institutions like Merrill Lynch, A.G. Edwards & Sons, Wells Fargo, and Charles Schwab. Karl has also contributed his expertise to several boards, including Sarasota Private Trust Company, New York Private Trust Company, and Cleveland Private Trust Company, and is currently on the board at Alternative Fund Advisors. He also held the position of Vice Chairman at Emigrant Bank and chairs the CWC Investment Committee.A Washington, D.C. native, Karl is an alumnus of Saint Joseph's University in Philadelphia.Books Mentioned in This Episode:The Psychology of Money – Morgan Housel | https://a.co/d/j4ZWvk2Moneyball: The Art of Winning an Unfair Game — Michael Lewis | https://www.amazon.com/dp/0393324818The Big Short: Inside the Doomsday Machine — Michael Lewis | https://www.amazon.com/dp/0393338827The Undoing Project: A Friendship That Changed Our Minds — Michael Lewis | https://www.amazon.com/dp/0393354776Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus
Christine Fruehwirth is the CEO and Founder of FlexCareers Consulting, and with more than 20 years of career counseling and life coaching experience, she helps college grads land jobs and stay-at-home parents return to the workplace. She's a passionate advocate for technology, and helps students and “re-launchers” alike hone their skills for the new “AI Age”, including creative problem solving and entrepreneurial skills. A former career consultant and instructor of a Career Management Strategy course at George Washington University, and most recently Georgetown University, developed an expertise in helping undergraduates of all majors recruit for and successfully obtain internships and full-time positions in the financial services industry, where she previously spent a decade focused on consumer and later investment banking at America, Capital One, Wells Fargo, and Lending Tree. Christine is also the author of Surviving Life's Storms and Thriving in the Aftermath.
Introducing “The Four Heavies" - manipulation, intimidation, coercion, and deceit - in today's episode, McKay demonstrates the detrimental impact they can have on individuals and organizations. He argues that while these tactics may yield short-term results, they create unhealthy patterns in mental and emotional development, ultimately undermining trust and growth.McKay illustrates these effects with personal stories: Anna's anxiety from manipulation, Marcus's isolation from intimidation, and Lena's trust issues from deceit. He extends this to corporate failures like Enron and Wells Fargo, showing how "The Heavies" disrupt brain development and foster toxic cultures. Our host then offers actionable alternatives: focusing on potential, modeling calmness, and cultivating empathy. Join him today to transform your parenting and leadership for lasting success.Main Themes:"The Four Heavies" (manipulation, intimidation, coercion, deceit) are detrimental to individual development and organizational culture.Childhood experiences of "The Four Heavies" profoundly impact brain development, emotional regulation, and future relationships.Organizational cultures can mirror individual parenting styles, leading to systemic problems when built on "The Four Heavies."Focusing on the potential of others fosters growth and healthy relationships.Modeling calm, desired behavior creates a safe environment for emotional processing and learning.Empathy is a powerful tool for connection and leadership, leading to trust and attraction.Positivity correlates with success, even more than aptitude.Avoiding "The Four Heavies" leads to more effective leadership, greater satisfaction, and positive impact.Self-compassion is important as we strive for improvement.Top 10 Quotes:"The long-term effect of using ‘The Four Heavies' is extremely unhealthy.""Underneath the surface, we all have a richer, more valuable person.""When we see this potential, it's natural to lead genuinely and authentically.""Coercion uses fear or punishment to force behavior.""When individuals feel manipulated or unsafe, they seek healthier environments.""Being calm invites reasoning and thinking.""Positivity heavily correlates to predicting a person's success, even if they lacked aptitude."Show Links:Open Your Eyes with McKay Christensen
Should investors keep leaning into the record-setting rally? We discuss with New York Life Investments' Lauren Goodwin, Bartlett's Holly Mazzocca and Wells Fargo's Scott Wren. Plus, Frederic Mishkin – former Federal Reserve Governor – tells us what he is expecting from the Fed. And, Fundstrat's Tom Lee breaks down his post-Fed playbook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Chris Maurice, CEO and Co-Founder of Yellow Card, reveals how stablecoins are shaking up global payments. From discovering Bitcoin at college parties to a chance encounter at a Wells Fargo, Maurice shows how stablecoins tackle real problems by making cross-border transfers faster, cheaper, and easier. With rapid expansion into new markets and game-changing partnerships, Yellow Card is driving the mainstream adoption of stablecoins and reshaping the future of digital payments. Links mentioned from the podcast: Chris's Twitter Yellow Card Website Follow us on Twitter: Sam Ewen, CoinDesk From our sponsor: Midnight is introducing a novel approach to token distribution. The Midnight Glacier Drop is a multi-phase distribution of the NIGHT token, aimed at empowering a broad, diverse community to build the future of the Midnight network. Holders of ADA, BTC, ETH, SOL, XRP, BNB, AVAX and BAT are eligible to participate in the first phase. Help usher in the next generation of blockchain with rational privacy and cooperative tokenomics on the Midnight network. To learn more, visit https://www.midnight.gd/ and prepare for the Midnight Glacier Drop. - "Gen C" features host Sam Ewen. Executive produced by Uyen Truong.
In this episode of Pillars of Wealth Creation, Todd sits down with Brad Johnson to discuss the realities of mobile home park investing. Brad shares how he first tried managing parks from 2,000 miles away, only to realize the inefficiencies of remote operations. Today, he focuses on providing capital to local operators with the infrastructure and systems needed to manage these communities effectively. Mobile home parks are an operationally intensive asset class, essentially functioning like small cities for 100+ families. Success requires strong teams, reliable rent collection, and well-built systems to manage expenses and infrastructure. Brad emphasizes the importance of investing with experienced operators who understand how to grow NOI and sustain communities—rather than newcomers chasing an idea without a plan. Favorite Book: Poor Charlie's Almanac By Charles T Munger 3 Pillars 1. Compounding 2. After Tax Return Wealth 3. Diversification Brad Johnson is the Co-Founder and Chief Investment Officer of Vintage Capital, where he leads private alternative investment strategies with a focus on mobile home parks and private credit. With over 20 years of experience in real estate and private equity, he has closed more than $3.3 billion in transactions and brings prior expertise from Wells Fargo's Eastdil Secured, TA Associates Realty, and The Swig Company. Brad holds a B.S. from Cal Poly San Luis Obispo and an M.B.A. from MIT. If you would like to connect with Brad Johnson, visit vintage-funds.com YouTube: www.youtube.com/c/PillarsOfWealthCreation Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Listen to the audio version on your favorite podcast host: SoundCloud: https://soundcloud.com/user-650270376 Apple Podcasts: https://podcasts.apple.com/.../pillars-of.../id1296372835... Google Podcasts: https://podcasts.google.com/.../aHR0cHM6Ly9mZWVkcy5zb3VuZ... iHeart Radio: https://www.iheart.com/.../pillars-of-wealth-creation.../ CastBox: https://castbox.fm/.../Pillars-Of-Wealth-Creation... Spotify: https://open.spotify.com/show/0FmGSJe9fzSOhQiFROc2O0 Pandora: https://pandora.app.link/YUP21NxF3kb Amazon/Audible: https://music.amazon.com/.../f6cf3e11-3ffa-450b-ac8c...
My guest is Michael Snyder, PhD, professor of genetics at Stanford and an expert in understanding why people respond differently to various foods, supplements, behavioral and prescription interventions. We discuss how to optimize your health and lifespan according to what type of glucose responder you are, which genes you express, your lifestyle and other factors. Dr. Snyder also explains the key ages when you need to be particularly mindful about following certain health practices. We also discuss how people respond in opposite ways to different fiber types. This episode ought to be of interest and use to anyone seeking to understand their unique biological needs and how to go about meeting those needs. Sponsors AGZ by AG1: https://drinkag1.com/huberman Wealthfront*: https://wealthfront.com/huberman David: https://davidprotein.com/huberman Eight Sleep: https://eightsleep.com/huberman Function: https://functionhealth.com/huberman *This experience may not be representative of the experience of other clients of Wealthfront, and there is no guarantee that all clients will have similar experiences. Cash Account is offered by Wealthfront Brokerage LLC, Member FINRA/SIPC. The Annual Percentage Yield (“APY”) on cash deposits as of December 27, 2024, is representative, subject to change, and requires no minimum. Funds in the Cash Account are swept to partner banks where they earn the variable APY. Promo terms and FDIC coverage conditions apply. Same-day withdrawal or instant payment transfers may be limited by destination institutions, daily transaction caps, and by participating entities such as Wells Fargo, the RTP® Network, and FedNow® Service. New Cash Account deposits are subject to a 2-4 day holding period before becoming available for transfer. Timestamps 00:00 Michael Snyder 03:33 Healthy Glucose Range, Continuous Glucose Monitors CGM, Hemoglobin A1c 09:02 Individual Variability & Food Choice, Glucose Spikes & Sleepiness 12:18 Sponsors: AGZ by AG1 & Wealthfront 15:16 Glucose Spikes, Tools: Post-Meal Brisk Walk; Soleus “Push-Ups”; Exercise Snacks 21:06 Glucose Dysregulation, Diabetes & Sub-Phenotypes, Tool: Larger Morning Meal 28:34 Exercise Timing, Muscle Insulin Resistance 30:49 Diabetes Subtyping, Weight, Glucose Control; Incretins 35:41 GLP-1 Agonists, Diabetes, Tool: Muscle Maintenance & Resistance Training 38:40 Metformin, Berberine, Headaches 41:01 GLP-1 Agonists, Cognition, Longevity, Tool: Habits Support Medication; Cycling 47:41 Subcutaneous vs Visceral Fat, Organ Stress 49:10 Sponsors: David & Eight Sleep 51:58 Meal Timing & Sleep, Tools: Post-Dinner Walk, Routines, Bedtime Consistency 57:16 Microbiome, Immune System & Gut; Diet & Individual Variability 1:02:52 Fiber Types, Cholesterol & Glucose, Polyphenols 1:09:50 Food As Medicine; Fiber, Microbiome & Individual Variability; Probiotics 1:18:48 Sponsor: Function 1:20:35 Profiling Healthy Individuals, Genomes, Wearables 1:26:31 Whole-Body MRIs, Nodules, Healthy Baseline, Early Diagnosis 1:34:07 Sensors, CGM, Sleep, Heart Rate Variability HRV, Tools: Mindset Effects, Increase REM 1:39:30 HRV, Sleep, Exercise, Tool: Long Exhales; Next-Day Excitement & Sleep 1:42:48 Organ Aging, “Ageotypes”; Biological Age vs Chronological Age 1:49:41 Longevity, Health Span, Genetics, Blue Zones 1:52:19 Epigenetics, Viral Infection & Disease 1:58:54 ALS, Heritability; Neuroprotection, Nicotine 2:03:47 Air Quality, Allergies, DEET & Pesticides, Inflammation, Mold; Microplastics 2:15:02 Single-Drop Blood Test & Biomarkers, Wearables, Observational Trials 2:20:33 Acupuncture, Blood Pressure 2:26:40 Immersive Events & Mental Health Benefits 2:34:59 Data, Nutrition & Lifestyle; Siloed Health Care vs Personalized Medicine 2:43:06 Zero-Cost Support, YouTube, Spotify & Apple Follow & Reviews, Sponsors, YouTube Feedback, Social Media, Neural Network Newsletter Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, my guest is Dr. Michael Kilgard, PhD, a professor of neuroscience at the University of Texas at Dallas and a leading expert on neuroplasticity and learning across the lifespan. We discuss the need for alertness, effortful focus, post-learning reflection and sleep to induce neuroplasticity, and how dopamine, acetylcholine, serotonin and norepinephrine are each involved. He explains the behavioral steps for neuroplasticity, as well as vagal nerve stimulation (VNS) and other therapies for tinnitus, stroke, depression, PTSD and paralysis. This episode ought to be of use to anyone interested in understanding the modern science of brain rewiring and learning to improve cognitive or motor skills or treat sensory or motor disorders. Read the episode show notes at hubermanlab.com. Thank you to our sponsors AG1: https://drinkag1.com/huberman Eight Sleep: https://eightsleep.com/huberman Wealthfront*: https://wealthfront.com/huberman Carbon: https://joincarbon.com/huberman Function: https://functionhealth.com/huberman *This experience may not be representative of the experience of other clients of Wealthfront, and there is no guarantee that all clients will have similar experiences. Cash Account is offered by Wealthfront Brokerage LLC, Member FINRA/SIPC. The Annual Percentage Yield (“APY”) on cash deposits as of December 27, 2024, is representative, subject to change, and requires no minimum. Funds in the Cash Account are swept to partner banks where they earn the variable APY. Promo terms and FDIC coverage conditions apply. Same-day withdrawal or instant payment transfers may be limited by destination institutions, daily transaction caps, and by participating entities such as Wells Fargo, the RTP® Network, and FedNow® Service. New Cash Account deposits are subject to a 2-4 day holding period before becoming available for transfer. Timestamps (00:00) Michael Kilgard (03:24) Neuroplasticity (05:13) Child vs Adult Plasticity, Childhood Development & Learning (09:37) Sponsors: Eight Sleep & Wealthfront (12:41) Kids, Real vs Artificial Experiences & Balance, Video Games, Natural World (21:13) Social Media & Videos, Kids, Overstimulation & Development (33:42) Early Language Development, Passive vs Real Experiences, Kids & Adults (39:23) Sponsors: AG1 & Carbon (42:44) Learning & Plasticity Requirements; Focus, Friction, Rest & Reflection (52:24) Brain Connections, Complexity, Life Experiences & Plasticity (1:02:51) Learning, Reflection, Visualization, Testing (1:09:45) Experience Diversity & Time, Happiness, Life Appreciation (1:18:05) Sponsor: Function (1:19:53) Learning & Life Meaning (1:23:25) Neuromodulators, Brain Complexity, Synaptic Eligibility Trace & Learning (1:34:28) Synapses, Therapy for PTSD, Rewiring the Brain (1:39:01) Vagus Nerve Stimulation (VNS), Stroke, Spinal Cord Injury, Tinnitus, PTSD (1:47:33) Psychedelics, Neurostimulation, Importance of Timing (1:57:47) Electroconvulsive Therapy (ECT) & Major Depression (2:01:51) Psychedelics/SSRIs as Plasticity Tools, SSRIs & Bone Strength, Failed Clinical Trials (2:13:18) Can VNS Accelerate Learning? (2:16:01) VNS Surgery, Patient Use & Specificity, Closed-Loop Vagus Nerve Stimulation (2:18:18) Tinnitus Cause, Incidence & Self-Amplification; PTSD & Control (2:28:12) VNS for Tinnitus; Disease Complexity & Treatments, Lazy Eye (2:41:05) Complexity of Disease Treatments & Combination Therapies (2:48:50) Brain-Machine Interfaces, Information & Experiences; Closed-Loop Feedback; Resilience (2:59:09) Evolving Clinical Trials, Combination Treatments & Disease Complexity (3:05:21) Acknowledgements (3:07:04) Zero-Cost Support, YouTube, Spotify & Apple Follow & Reviews, Sponsors, YouTube Feedback, Protocols Book, Social Media, Neural Network Newsletter Disclaimer & Disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices
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