Podcasts about Yoy

In this episode, I'm joined by Cameron Forbes of Forbes Functions, a full-service event planning agency known for creating stylish, story-driven events for top brands, creators, and private clientsCameron launched Forbes Functions during the pandemic as a creative side hustle while working in finance. Now 26, she's become one of the most in-demand event producers in the luxury space, known for designing modern, editorial-style experiences. In the past year alone, her company has seen a 250% YOY revenue increase, with 40–50 events annually and multiple six-figure projects on the calendar for 2025.  Cameron's eye for strategy extends to social, where Forbes Functions has grown 173.7% across Instagram and TikTok thanks to behind-the-scenes storytelling and a founder-led POV. With a 30% repeat client rate and a presence in NYC, the Hamptons, and Florida, Cameron is the go-to for clients who want events that are both personal and photogenic. She also leads an all-women under-30 team, fostering a mentorship-first culture. Make sure to check out Forbes Functions: https://www.forbesfunctions.com/   Check out my new book on Amazon: https://amzn.to/4kRKGTX Sign up for Starting Small University to join our interviews LIVE and ask questions: https://startingsmallmedia.org/startingsmalluniversity Visit Starting Small Media: https://startingsmallmedia.org/ Subscribe to exclusive Starting Small emails: https://startingsmallmedia.org/newsletter-signup   Follow Starting Small: Instagram: https://www.instagram.com/startingsmallpod/ Facebook: https://www.facebook.com/Startingsmallpod/?modal=admin_todo_tour LinkedIn: http://linkedin.com/in/cameronnagle  

While credit access improved in May and vehicle prices were steady, affordability remained a concern, especially for credit-challenged consumers who face multiple forms of debt. The Dealertrack Credit Availability Index increased 2% year over year in May to 96.7 as credit unions and banks loosened standards and approval rates improved. At the same time, the average new-vehicle transaction price ticked up 1% YoY but was nearly flat month over month at $48,799.  But as student loan payments resume and that debt is again reported to credit reporting agencies, some nonprime borrowers are turning to credit-builder loans and buy now, pay later programs to improve their credit history and finance downpayments for vehicle purchases. Meanwhile, in one of the first actions since the Consumer Financial Protection Bureau undertook a more limited approach to supervision under the new administration, the California State Senate passed a bill that would allow dealers to increase document fees to a maximum of $500. The current processing charges, in effect since 2019, are $85 for new cars and $70 for used cars. The change would align the state's processing fees with that of other states but has received backlash from some consumer advocacy groups that claim the uptick is another “junk fee.” In other news, Arra Finance acquired Crescent Bank's $815 million auto portfolio and plans to grow originations by leveraging the bank's technology stack and dealer base. Other auto finance companies have also seen growth in the first part of the year, including Carvana and Global Lending Services.  In this episode of “Weekly Wrap,” Auto Finance News Editor Amanda Harris, Senior Associate Editor Truth Headlam and Associate Editor Aidan Bush discuss trends in affordability and compliance along with company updates for the week ended June 13. 

Live today at 2 pm PT, join me on Trader Merlin to tackle a smart viewer question: Is now the right time to add a nuclear energy stock to your long‑term portfolio? We'll break down the fundamentals, rising demand for uranium, and how nuclear fits into a diversified plan. On top of that, we'll unpack today's big macro headlines: • US–China tariff truce — The two nations have agreed to a new framework to ease tensions: a mutual reduction of 115 percentage points in tariffs with a 90‑day negotiation window, including cooperation on rare‑earth minerals . • Latest CPI numbers — Inflation cooled slightly in May, with headline CPI +2.4% YoY and core inflation dipping to +2.8%, easing concerns around Fed rate hikes . We'll analyze how lower tariffs, tamed inflation, and nuclear's infrastructure momentum are creating potential upward pressure on energy stocks and market sentiment—plus what charts are telling us today.

Erica Groussman is the founder and CEO of TRUBAR, a delicious vegan protein bar brand made of 100% plant-based ingredients and free of gluten, dairy, soy, sugar alcohols, or harmful seed oils. Founded in 2019, TRUBAR has seen over 100% YoY growth every year since its launch and will expand into 15,000+ new retail locations this year including their most recent last month in Targets nationwide! Erica joins Justin to discuss this fast-growing food brand!

Naomi Brezi, a trailblazing leader in sales, brings her pioneering spirit and profound insights to the Sales Lead Dog Podcast. Known for her remarkable ability to transform underperforming territories into global leaders, Naomi's journey is one of ambition, resilience, and the relentless pursuit of excellence. Her story is both inspiring and instructive, especially as she recounts her courageous decision to step back from a high-profile role to achieve work-life balance, ultimately setting a powerful example for her daughter. Listeners will be captivated by her narrative of overcoming industry challenges and emerging as a top salesperson, as she shares the valuable lessons she's learned along the way. The podcast further explores the nuanced landscape of career expectations versus reality, particularly for women in male-dominated sectors. Naomi offers an eye-opening account of her early career in New York City's finance industry, where she transitioned from a transactional role to a leadership position without formal training. She candidly discusses the obstacles she faced managing more seasoned teams and navigating a culture of prevalent misogyny. Her insightful reflections on these formative experiences reveal how they shaped her leadership style and fueled her passion for empowering women in sales leadership roles. Naomi also delves into the evolving dynamics of workplace culture and the critical role of transparent leadership in talent development. Her anecdotes underscore the importance of nurturing environments where team members can thrive, and she emphasizes the need for diversity, representation, and mentorship to support women in sales and leadership positions. The conversation touches on the transformative power of CRM systems and AI in modern sales processes, offering a glimpse into the future of the industry. Packed with meaningful insights on leadership, personal growth, and the human side of sales, this episode is a must-listen for anyone aiming to excel in the world of sales. Naomi Brezi is a confident and innovative executive leader with over 15 years of C-suite experience delivering exponential growth, operational efficiency, and commercial transformation across Learning & Development, Higher Education, EdTech, and B2B sectors. Known as a transformational catalyst, Naomi has led high-impact turnarounds and market expansions, driving multi-million-dollar revenue gains and spearheading go-to-market strategies from the ground up. A hands-on, people-first leader, Naomi has managed teams of over 120 and holds a track record of unlocking hidden talent to build high-performing, results-driven organizations. Her strategic and operational execution has led to exceptional YoY revenue and operational efficiency. Naomi is equally adept at board engagement and investor communication, often securing buy-in for bold initiatives that generate lasting value. Her strengths lie in cross-functional alignment, client-centric innovation, and data-driven decision-making, consistently improving sales conversion rates, client retention, and profitability. Naomi is also an active board member, committed to advancing women in leadership and mentoring the next generation of revenue leaders.   Quotes: "I've always believed in the power of grit and determination. It's about getting back up every time you fall and pushing forward with a positive mindset." "Navigating a male-dominated industry taught me invaluable lessons in leadership and resilience, which have shaped who I am today." "It's crucial to foster an environment where everyone on the team feels they can thrive and grow. Transparent leadership plays a key role in talent development." "The journey to the C-suite as a woman is filled with unique challenges, but it's also a path of immense opportunity and growth."   Links: Naomi's LinkedIn: https://www.linkedin.com/in/naomibrezi/ Find this episode and all other Sales Lead Dog episodes at https://empellorcrm.com/salesleaddog/ Tired of your CRM sucking the life out of your team? Visit https://crmshouldntsuck.com to get the book, get your CRM Impact Score, and discover how to rescue your system—and your sanity.

Amid increased vehicle values, a rise in vehicle repossessions and continued tariff-induced uncertainty, Auto and powersports players are implementing new leadership, positioning themselves for growth and weighing incentives to weather macroeconomic challenges. Prices for every major vehicle segment except compact cars saw a year-over-year increase in May, according to Cox Automotive data published June 6. EV values and used-vehicle values may be normalizing after a pre-tariff purchase surge, according to Jeremy Robb, senior director of economic and industry insights at Cox Auto. The rate of 30-day plus auto delinquencies fell 18 basis points YoY in the first quarter, according to an Experian report released June 5. Auto inventory also fell in the regions covered by the Federal Reserve banks of Philadelphia and Cleveland, prompting higher prices, according to the Fed's June 4 edition of the Beige Book. National repossession assignments reached 2.1 million year to date through April, though lenders are delaying filing repossession papers. In the nonprime space, lenders are looking at using AI technologies and speeding funding time while preparing to slow their activity in the wake of tariffs, according to panelists at the Non-Prime Auto Financing Conference on June 4 and 5, respectively.  Amid supply chain concerns and tariff-induced market uncertainty, captives are meeting with their OEM partners and deciding whether to keep incentives they began in response to the tariffs.  Meanwhile, powersports lender Ironhorse Funding, which funds more than $20 million per month in originations, is seeking over $120 million in forward-flow commitments. In the marine world, dealers have reported a rise in repower, or boat engine replacement sales. In this episode of “Weekly Wrap,” Auto Finance News Editor Amanda Harris, Senior Associate Editor Truth Headlam and Associate Editor Aidan Bush discuss trends in affordability and powersports for the week ended June 6.  

Wall Street closed mostly higher on Monday as investor optimism remains elevated on hopes of trade talks progress between the U.S. and China. The S&P500 rose 0.09%, the Dow Jones fell just 1.1 points and the Nasdaq ended the day up 0.31%.In Europe overnight, markets closed lower as investors awaited the outcome of talks between the U.S. and China in London. The STOXX 600 fell 0.08%, Germany's DAX lost 0.54%, the French CAC dropped 0.17%, and, in the UK, the FTSE100 ended the day down 0.06%.Across the Asia markets on Monday, it was a sea of green as investors welcomed some favourable economic data out of China and awaited key trade talks between the world's largest economies. Consumer price inflation fell by 0.1% YoY in May which was lower than the 0.2% economists were expecting, while producer price index fell by 3.3%.China's CSI index rose 0.3%, South Korea's Kospi index rose 1.55%, Japan's Nikkei added 0.92% and Hong Kong's Hang Seng ended the day up 1.63%.The ASX was closed on Monday for the King's Birthday public holiday.Last week though, the ASX posted a near 1% gain for the 5-trading days to notch the first positive trading week for June and the fourth consecutive weekly gain as progress talks between Presidents Trump and Xi resumed and ended with an in-person meeting agreement.Gold producer Ora Banda took a hit on Friday after downgrading its gold production guidance for FY25 to 5% below the low end of the initial guidance range, while also increasing the costs expected by 4% with the driver of the update being extended downtime required for the processing plant.What to watch today:Ahead of Monday's trading session in Australia the SPI futures are anticipating the ASX will open the day down 0.06%.The Aussie dollar has strengthened against the greenback to buy 65.18 US cents, 94.19 Japanese yen, 47.98 British pence and 1 New Zealand dollar and 8 cents.On the commodities front this morning oil is trading 1.24% higher at US$65.32/barrel, gold is up 0.42% at US$3325.58/ounce and iron ore is down 0.6% at US$95.62/tonne.Trading Ideas:Bell Potter has increased the 12-month price target on Develop Global (ASX:DVP) from $4 to $5 and maintain a buy rating on the hybrid underground and owned-mine operator following the release of recent updates out of the company including Woodlawn's plant commission and underground mine production ramp-up progressing ahead of Bell Potter's expectations.And Trading Central has identified a bearish signal on REA Group (ASX:REA) following the formation of a pattern over a period of 26-days which is roughly the same amount of time the share price may fall from the close of $232.52 to the range of $219 to $223 according to standard principles of technical analysis.

The RTD cocktail segment has experienced massive success in recent years, helped by its convenient format and the rise of the at-home cocktail occasion during the “Great Shutdown” era. But while the RTD cocktail market has seen an abundance of new entrants, as it predictably followed my CPG industry adage that “strong demand growth breeds intense commercialization activity,” there have been smarter and more effective launches as the category matures and has a clearer view of the consumer. And it appears these RTD cocktail drinkers are selecting health-conscious products with premium ingredients and flavorful options…oftentimes seeking a fun, refreshing taste of their childhood with an adult beverage spin. Moreover, A LOT of categorical success is in recreating or reimagining something where there's already consumer behavior. And that was a key motivating factor behind Adam Kost creating Dirty Shirley, a nostalgic yet boozy twist to the classic Shirley Temple beverage we've likely all enjoyed growing up. Last year, Dirty Shirley, which contains organic cherry juice, natural flavors, and super premium vodka, grew almost 1000% YoY. Yet, as you'll hear in our conversation, Dirty Shirley is only getting started by continuing to thoughtfully expand markets and creating a variety of powerful strategic retail and brand partnerships. Subscribe = Pour Decisions Podcast Also, an extra special thanks to Cognizin for not only being the Title Sponsor of The Beverage Forum 2025...but supporting this awesome piece of content!

Dave "CAC" Kellogg and Ray "Growth" Rike break down the recent Benchmarkit B2B Marketing Budget and Productivity Benchmarks Report. Key trends and insights into how the Marketing budgets are established, consumed and reported upon including:Marketing budget as a percentage of revenue including YoY changes and segmented by company sizeGrowth Rates compared to Marketing budget allocation - the chicken or the egg discussionPeople vs Program vs Technology budget allocation - and which company profile attributes impact the resultsDemand Generation - how much of the Marketing budget is consumed by demand gen - it depends...Product-Led Growth vs Sales-Led Growth - how the GTM motion impacts budget allocationTop 3 Marketing Performance Metrics use and the Top 3 Marketing efficiency metrics usedIf you are evaluating how your Marketing budget companies to similar "like" companies or how other companies are measuring the efficiency and/or Marketing ROI - this episode has something for you!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Major players in the auto and powersports industries continue to adapt to the rapidly changing macroeconomic environment teeming with the effects of tariffs and rising inflation. Where some see opportunity, others see indications of a challenging fiscal year.  As consumers continue to grapple with affordability, which has been further pressured by tariffs, auto refinancers see an opportunity as delinquencies rise. TransUnion's Q1 2025 Credit Industry Insights Report shows the 60-plus day delinquency rate at 1.38%, the highest first-quarter peak since 2009 during the Great Recession.  As consumers search for ways to save on costs, PenFed Credit Union's refinance applications are up 75%, according to Chris Kleczynski, vice president and head of auto lending product strategy.  Another tariff shakeup occurred last week after a federal court ruled President Donald Trump's unilateral levies were unconstitutional, though an appeals court reversed the block within 24 hours.  With a backdrop of tariffs, consumer spending growth slowed, with personal spending up 0.1% in April compared to a 0.7% growth a month prior. While some parts of the auto industry are experiencing upticks in sales and pricing in this uncertain environment, the powersports market is declining. Towable vehicle values dropped 9.3% year over year in April. Eric Lawrence, Black Book's principal automotive analyst, said that the motorhome and towable market will likely experience further decline in the coming months. Boat registrations fell 14% YoY in April, according to BMO Capital Markets, and Bombardier Recreational Products noted a drop in retail sales, both related to tariff shocks and uncertainty.  In this episode of “Weekly Wrap,” Auto Finance News Editor Amanda Harris, Senior Associate Editor Truth Headlam and Associate Editor Aidan Bush discuss trends in affordability and powersports for the week ended May 30. 

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture Hawaii is now pushing the climate agenda by placing a tax on tourists. Watch tourism drop off. Its all about taxing the people. Feds favorite inflation indicator shows that inflation has gone down. The Fed is now trapped, their plan has failed. They will try again. Appeals court has now allowed Trump to continue with the tariffs, China violated the tariffs agreement. The [DS] is playing their hand and they are showing the world what a real insurrection looks like. Trump is playing the long game, he knows the people must see it so the people move to remove those individuals that support the judicial coup. Trump is following the constitution and proving to the country that the [DS] is putting the country into a constitutional crisis. This is not about a band-aid fix, this is about reclaiming the government and taking the power back. The [DS] is beging destroyed. Economy https://twitter.com/TomFitton/status/1928227336010228155   Despite Tariff-flation Fearmongering, Fed's Favorite Inflation Indicator Tumbles To Four-Year Low The Fed's favorite inflation indicator - Core PCE - fell once again in April to its lowest since April 2021 at +2.5% YoY... Source: Bloomberg Services inflation is slowing rapidly... Source: Bloomberg Headline PCE fell to +2.1%...   Finally, for all the terror of tariffs in the soft survey data, spending continues to increase and incomes are growing strongly... ...it's gonna be hard for Powell to justify the 'pause' now. Source: zerohedge.com Core Inflation Falls To Lowest Rate In Four Years Compared with a year ago, prices are up just 2.1 percent. That just one-tenth above the two percent rate of inflation the Fed says it targets. In March, prices were up 2.3 percent from a year earlier. Core prices, a measure that excludes food and energy, also rose 0.1 percent. Over the past year, core prices are up 2.5 percent, the smallest year-over-year increase since March of 2021. Source: breitbart.com https://twitter.com/TrumpWarRoom/status/1928445800717168981 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/KobeissiLetter/status/1928494968869380555 John Deere to Invest $20 Billion in America – New Assembly Lines, Factories, and US Steel  A major announcement from John Deere is giving more hope for a future with a prosperous economy. According to the company website, John Deere will invest $20 billion in the United States over the next decade, with hometowns where these investments will go seeing a projected $25 billion impact. Factories in Tennessee, North Carolina, Missouri, Iowa, and Illinois will see new expansions, new assembly lines, or new factories altogether. Additionally, the company boasted a majority of the raw steel used in these factories will be from the United States. A more specific breakdown showed new assemble lines in Waterloo, Iowa; an expansion to the factory in Greenville, Tennessee; a new excavator factory in Kernersville, North Carolina; a 60,000-square-foot expansion to the factory in Moline, Illinois; and a 120,000-square foot expansion in Missouri. John Deere included in their release that 75 percent of all products sol...

This week, the hosts break down a first-ever for the podcast—a Massachusetts quarry generating millions in cash flow and loaded with real estate and equipment.Business Listing - https://www.bizquest.com/business-for-sale/quarry-gravel-and-wall-stone-in-new-england-municipal-accounts/BW2188901/Sponsors:Check out Capital Pad – the marketplace for small business acquisitions where operators and investors meet: https://www.capitalpad.comLooking to explore franchise ownership? Check out Connor's site and all his resources: https://connorgroce.comEpisode Description:In this episode, the hosts examine a uniquely asset-heavy small business—a quarry in Massachusetts listed at $17M with $2.7M in cash flow. With a 68-acre land parcel, $6M in equipment, and 5.5 million tons of stone still underground, this business comes with significant upside and risk. They dig into USDA loan potential, specialty product vs. commodity rock dynamics, the implications of fluctuating demand, and how this type of deal might appeal to family offices. There's even a fun detour into San Antonio's wild Fiesta tradition. If you've ever wondered what it's like to buy a hole in the ground that prints money—this is your episode.Key Highlights:- Why a quarry deal is a first for the podcast in 400+ episodes- Understanding asset intensity and CapEx risk in quarry businesses- Revenue mix between government contracts and private clients- How to use USDA loans for large rural acquisitions- Real estate as a built-in exit option once the rock is gone- The role of family offices and what financing could look like- A 53% YoY profit spike—explained or not?- Why it's critical to hire a specialty buy-side advisor for niche deals- Bonus: a deep dive into San Antonio's Fiesta and corny coronationsSubscribe to weekly our Newsletter and get curated deals in your inboxAdvertise with us by clicking here Do you love Acquanon and want to see our smiling faces? Subscribe to our Youtube channel. Do you enjoy our content? Rate our show! Follow us on Twitter @acquanon Learnings about small business acquisitions and operations. For inquiries or suggestions, email us at contact@acquanon.com

This week, the hosts break down a first-ever for the podcast—a Massachusetts quarry generating millions in cash flow and loaded with real estate and equipment.Business Listing - https://www.bizquest.com/business-for-sale/quarry-gravel-and-wall-stone-in-new-england-municipal-accounts/BW2188901/Sponsors:Check out Capital Pad – the marketplace for small business acquisitions where operators and investors meet: https://www.capitalpad.comLooking to explore franchise ownership? Check out Connor's site and all his resources: https://connorgroce.comEpisode Description:In this episode, the hosts examine a uniquely asset-heavy small business—a quarry in Massachusetts listed at $17M with $2.7M in cash flow. With a 68-acre land parcel, $6M in equipment, and 5.5 million tons of stone still underground, this business comes with significant upside and risk. They dig into USDA loan potential, specialty product vs. commodity rock dynamics, the implications of fluctuating demand, and how this type of deal might appeal to family offices. There's even a fun detour into San Antonio's wild Fiesta tradition. If you've ever wondered what it's like to buy a hole in the ground that prints money—this is your episode.Key Highlights:- Why a quarry deal is a first for the podcast in 400+ episodes- Understanding asset intensity and CapEx risk in quarry businesses- Revenue mix between government contracts and private clients- How to use USDA loans for large rural acquisitions- Real estate as a built-in exit option once the rock is gone- The role of family offices and what financing could look like- A 53% YoY profit spike—explained or not?- Why it's critical to hire a specialty buy-side advisor for niche deals- Bonus: a deep dive into San Antonio's Fiesta and corny coronationsSubscribe to weekly our Newsletter and get curated deals in your inboxAdvertise with us by clicking here Do you love Acquanon and want to see our smiling faces? Subscribe to our Youtube channel. Do you enjoy our content? Rate our show! Follow us on Twitter @acquanon Learnings about small business acquisitions and operations. For inquiries or suggestions, email us at contact@acquanon.com

Episode Overview: In this powerhouse episode, we welcome legendary broker Chuck Fazio to unpack the massive shifts happening in real estate brokerages today. With over 900 agents and $2 billion in annual production, Chuck shares the pivotal moment when he and his wife Angela left it all behind to join eXp—and why thousands are now following suit. They dig into the real reason 6,800 agents switched brokerages in Q1, why top producers are leading the migration, and what that means for the future of independent brokerages. Plus, the conversation takes a powerful turn into mindset, decision-making, and the pursuit of financial, time, and location freedom. Whether you're a team leader, independent broker, or solo agent wondering what's next—this episode is packed with real talk, real numbers, and real advice on how to build a sustainable, scalable real estate business. Key Takeaways: 1. Legacy Brokerages Are Fading Fast  Chuck shares why even the most profitable independent brokerages can't compete with the systems, scalability, and community at eXp. The industry is shifting—and fast. 2. Decision-Making in High Stakes  Chuck explains the emotional and logical steps he and Angela took to move 900 agents to eXp, emphasizing the role of faith, risk tolerance, and surrounding yourself with bigger thinkers. 3. The Real 3 Freedoms in Business  It's not just about money. Chuck highlights the overlooked importance of time freedom and location freedom—and how most agents are trading those for income with no exit. 4. The Agent Migration is Real  Q1 saw a record 6,800 agents change brokerages—a 66% YoY increase. And it's the top producers who are leading the exodus. 5. Value Is the New Recruiting  With traditional lead gen drying up and client behavior changing, agents aren't chasing splits—they're chasing value, systems, and predictable income. 6. Community Is the X-Factor  The biggest benefit Chuck didn't see coming? The eXp community. When high performers collaborate, innovation accelerates—and isolation disappears. Bonus Concepts: Why most agents make decisions out of fear—and how to break that cycle. How eXp has evolved from “chaotic startup” to a proven platform with complete infrastructure. Why agent attraction is no longer about hype—it's about solving the “job to be done.” Resources Mentioned: HoneyBadgerNation.com – Get your merch and nominate the Honey Badger of the Month JohnKitchens.coach – Coaching and resources to grow your business Beyond a Million by Jim Dew – Book recommended for business tax strategy Agent to CEO: Cleveland – Event announcement coming soon!   “It's not about having more tools—it's about having the right system that gives you back your life.” – John Kitchens   Connect with Us: Instagram: @johnkitchenscoach LinkedIn: @johnkitchenscoach Facebook: @johnkitchenscoach   If you enjoyed this episode, be sure to subscribe and leave a review. Stay tuned for more insights and strategies from the top minds. See you next time!

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Corn/Soybean Conditions and Progress1:37 Ohio Problems4:06 Wheat Progress and Conditions5:27 Wheat Price Action8:18 China Wheat Update9:26 Corn Shipments are Strong10:53 Trump CFTC Pick

Gold has been money for 2,000 years but it's never moved at 400 ms or earned 4 % APY.

En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street sube por pausa arancelaria de Trump: Futuros al alza: $SPX +1.6%, $US100 +1.7%, $INDU +1.4%. Trump retrasa aranceles del 50% a la UE hasta el 9 de julio, lo que alivia el sentimiento del mercado tras una semana negativa. Hoy se publican pedidos de bienes duraderos de abril (estimado: -7.6%) y núcleo (-0.1%), además de la confianza del consumidor de mayo (previsto: 87.1). También se esperan los precios de viviendas S&P Case-Shiller y FHFA. Atentos al reporte de $NVDA este miércoles. • Tesla se desploma en Europa: $TSLA vendió solo 7,261 vehículos eléctricos en abril en Europa (-49% YoY), mientras el sector creció 34.1%. La marca pierde terreno por la controversia política de Musk, el auge de los híbridos (35% del mercado) y la competencia feroz de BYD y otros fabricantes. A pesar de ello, las acciones suben +2.7% premarket. • WeRide acelera en Medio Oriente: $WRD anunció su expansión a Arabia Saudita, con planes de lanzar robotaxis en Riad y AlUla en alianza con la Autoridad General de Transporte. La operación se integrará a la app de $UBER y se espera el despliegue completo para fines de 2025. La empresa también amplía su red a 15 ciudades más junto a $UBER en los próximos cinco años. $WRD +5.7% premarket a $9.63. • AstraZeneca avanza con Imfinzi en cáncer de vejiga: $AZN recibió respaldo positivo del panel de la EMA para su inmunoterapia Imfinzi en combinación con quimioterapia para tratar el MIBC resecable. El estudio fase 3 NIAGARA mostró beneficios en supervivencia libre de eventos y general. Se espera la decisión final de la Comisión Europea. Una jornada con alivio geopolítico, expansión tecnológica y avances farmacéuticos. ¡No te lo pierdas!

This episode of Macro Mondays aired live at 12:30pm BST on Monday, the 27th of May, 2025. Join James Brodie and James Todd , LIVE 12:30 BST, as they break down the biggest financial market moves and what's coming next! 

On today's episode, Editor in Chief Sarah Wheeler talks with Lead Analyst Logan Mohtashami about housing data, mortgage rates and Trump's tweet about releasing Fannie and Freddie from conservatorship. Related to this episode: Trump says he's giving ‘serious consideration' to releasing Fannie Mae, Freddie Mac | HousingWire Purchase applications see 16 weeks of positive YOY growth | HousingWire ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More info about HousingWire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enjoy the episode! The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate stories. Hosted and produced by the HousingWire Content Studio. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mat's World Series Dream Mark Thanks the USAWNT players who were on the show to discuss bullying young girls in baseballRays lose Marlins seriesRays feeling like Super Dave on a Roller Coaster Marlins, Cal Quantrill pitches the first Immaculate Inning of the year. 9 pitches – 9 strikesPedro Martinez style Immaculate Inning would include 1 Hit By PitchRays Offense recently has been lacking with some of the younger playersVeterans Brandon Lowe & Yandy Diaz have put up more offensivelyTaylor Walls and men left on base LOBCurtis Mead offense is firing up – broke out of .98 yesterday with 3 AB's 2 Hits & 1 HR against the AstrosRays had 7 of 9 players with hits against the Astros in Wednesday's gameBen Rortvedt – flatline at bat – who could be Rays 2nd catcherKevin Cash is handcuffed with the lineup he has todayElements of a great game – 2 Home Runs back to back with Josh Lowe & Brandon Lowe, Manager ejection with Kevin CashCash's ejection as he questions Astros & Umpires long it took for Astros to make an appealDo manager ejections motivate the team playersTaj Bradley had a solid outing & had good communication with the catcherRyan Pepiot is also showing more promiseLooking forward to Shane McClanahan & Ha-Seong Kim return to the team. Who will be sent down when they returnWill there be room for Johnny DeLuca to return to RaysFCL Rays rehabbing expect a Roster Crunch with the RaysIsaac Paredes returns as an Astro to hit Home Runs against the RaysMat breaks down YOY increase in growing attendance – Mets increase of 289,000 more fans. Detroit Tigers, Dodgers and Athletics follow behind the MetsTotal of 372,000 more fans this year in attendance across MLBCity Connect – Wallet Connect - A lot of love and sales for the game including merchandiseMat recommends Grit & Glow lighting at the new stadium for RaysRivalry weekend numbersJuan Soto and the Yankees show their backs to Soto in the outfieldSubway Series Streaming - registering as the third (May 17th) and fourth (May 16th) most-watched games ever on MLB.TV.merchandise sales increased +45% during Rivalry WeekendTampa Bay Rays Hall of Fame – Evan Longoria will be joining Wade Boggs, Fred McGriff, Don Zimmer, Dave WillsMark would add Erik Neander & Joe Maddon to the Rays Hall of Fame.How fans may see players and coaches who move to another teamRays are 3 games out of a Wild Card spot How many wins will the addition of Shane McClanahan & Ha-Seong KimOrioles traded away so much talent it has hurt their ability to winThe value of Brandon Hyde beyond the O'sA look back at the Liberatore– Arozarena tradeJust a reminder, if you enjoyed this show, go ahead like and subscribe to BaseballBiz On Deck. Also you can find Mat at M-A-T-G-E-R-M-A-I-N dot B Sky social. That's Mat at M-A-T-G-E-R-M-A-I-N dot B, Sky social or Mark at  Baseball Biz on Deck dot B Sky Social. You may also find Baseball Biz on Deck, at iHeart Apple, Spotify, Amazon Music, and at baseball biz on deck dot comSpecial Thanks to XTaKe-R-U-X for the music Rocking Forward, 

In March 2023, I created a piece of content that thoroughly examined the UK-only limited time offer branded pre-workout supplement that Gymshark created earlier that year by basically partnering with UK sports nutrition brand Applied Nutrition. And at the very end of that content, I mentioned that “I didn't think we'd be seeing Gymshark create a permanent supplement line or even tons of these LTO launches...at least in the short-term.” But since we're well past that timeframe mentioned, Gymshark just created another LTO supplement, and the activewear categorical boundaries have been decimated lately by investment decisions from ALO Yoga, NOBULL, and Reebok...I thought it was time to relook at my previous consideration if Gymshark should launch a line of sports nutrition supplements. And "from Nike to lululemon to Alo, these activewear brands aren't just selling apparel…they're selling a lifestyle.” Essentially, it's my belief that in today's marketplace, younger consumers (especially) are increasingly looking for visionary brands that are radically and bravely changing both our individual and global cultures with exciting and bold new lifestyle choices. So, if you weren't picking up what I was putting down…strategic narrative boldness is attractive and brand distinctiveness is highly defensible from a competitive landscape perspective but has become increasingly rare and difficult to achieve, as it requires both an artistic and scientific approach to create a unifying, central idea with the right combination and orchestration of all brand elements. Yet, as I mentioned earlier, several activewear brands have recently made strategic investments that sought to innovate around their consumer's specific lifestyles (and altered legacy categorical boundaries). But what about Gymshark? Why hasn't the activewear brand evolved past traditional product category constraints to own a larger slice of its customers' identity? And before anyone points towards company size (based on annual revenue), Gymshark reported growing 9% YoY and generated just over $800 million in revenue during its latest fiscal year…a number that exceeds or puts it in relatively close proximity to those previously mentioned activewear brands. Instead, I think Gymshark struggled to continually show up as its unmistakable self, as the activewear brand attempted to gain more acceptance across the adoption curve. Said another way…Gymshark got lost during its pursuit of more customers. And I think that became a major factor into why founder Ben Francis returned as CEO in August 2021, despite Gymshark successfully scaling from a smaller brand. So, after embarking on an almost four-year journey…there seems to be singularity and focus once again with the marketing and brand building strategy. And its revived brand distinctiveness harkens back to why Ben Francis originally founded Gymshark in the first place…realizing “no one really made clothes for the bodybuilding scene.” So, even though launching “Gymshark Nutrition” would undoubtedly create a loss of focus on the core business…and the current landscape is arguably even more challenging (and uncertain) for the apparel industry, I'm convinced Gymshark could successfully evolve past traditional product category constraints to own a larger slice of its customers' identity. Doss is the first Adaptive Resource Platform (ARP). Book a live demo here.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 US Weather Update2:25 US Crop Progress6:51 Argentina Flooding10:09 China is Chirping11:21 Corn Shipments are Strong13:07 Meal Flash Sale

Shoot us a Text.Episode #1048: Today we're diving into Honda's EV strategy rethink and dealer drama in California, a mid-May dip in wholesale used vehicle prices, and the growing reality that side hustles aren't just extra—they're essential.Honda is pumping the brakes on its aggressive EV strategy, cutting EV R&D investment by 30% and slashing its 2030 EV sales forecast by more than 1 million vehicles. Instead, hybrids are back in the spotlight.Honda now expects just 700,000 to 750,000 EVs sold in 2030, down from 2 million.EV R&D cut from ¥10T ($69B) to ¥7T ($48B); with 13 next-gen hybrid models to debut starting 2027 with improved fuel economy and cost.“It has become increasingly clear that the environmental regulations... are becoming relaxed. I think the EV penetration period will be pushed back by about 5-6 years.” said CEO Toshihiro Mibe.Meanwhile, California's dealer association has issued a cease and desist letter to Sony Honda Mobility, challenging their direct-to-consumer sales strategy for the Afeela 1 EV.American Honda claims no role in Sony Honda Mobility's sales plans.Wholesale used-vehicle prices dipped in the first half of May, giving back some of April's unusually strong gains. The market shows signs of normalization, even as demand for used vehicles remains steady.The Manheim Index fell to 205.9, down 1.1% from April but still up 4.4% YoY.Three-year-old vehicles depreciated less than average, down just 0.6%.Luxury and SUV segments led YoY gains; compact cars were the only group to decline.EVs rose 2.0% YoY but saw a 2.0% drop vs April, steeper than non-EVs.“As the tariff situation evolves and the frenzy of buying activity for new vehicles calms down, we expect wholesale pricing trends to remain more normal through Q2,” said Cox Automotive's Jeremy Robb.Side hustles aren't just a way to save for that vacation anymore—they're becoming an economic necessity for many Americans. With living costs rising and economic uncertainty looming, millions are turning to extra work just to stay afloat.44% of Americans now report having a side hustle; 43% of them rely on it to pay for basic living expenses.Bankrate data shows 71% earn under $500/month, with only 9% making over $2,000.Top gigs include web design, video editing, ride-hailing, delivery driving, and even voiceover work.Some are using side gigs to build AI-proof income streams in trades, tutoring, or specialized services.NetCredit reports AI-based gigs on Fiverr average $44.50/day—low but growing fast.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

MusclePharm might seem the same to you…but it's radically different from my POV! But for anyone new to these quarterly content pieces, FitLife Brands sells more than 250 SKUs across 13 supplement brands…each with a slightly different product portfolio and sales channel strategy. In total, the FitLife Brands portfolio is sold through more than 20K retail locations globally. But throughout this content, you'll hear me categorize the FitLife Brands portfolio into three segments: Legacy FitLife Brands, Mimi's Rock Corporation, and MusclePharm. In the first quarter of 2025, FitLife Brands Inc. (NASDAQ: FTLF) had revenues of $15.9 million...which was down 4% YoY. But while there's strategic initiatives going on that involve the legacy FitLife Brands and Mimi's Rock segments, the most intriguing activity within FitLife Brands is also currently its smallest segment (i.e. MusclePharm). In the first quarter of 2025, MusclePharm segment revenue was just under $2.0 million...which decreased 6% YoY. And maybe you're hearing that result…thinking to yourself “that's not too terrible,” but I'll explain just how terrible that internal thought actually is about these MusclePharm quarterly numbers. I was quite confident that FitLife Brands understood it's a marathon (and not a sprint) with MusclePharm. Moreover, the last 5-7 years of MusclePharm brand mismanagement had provided a sizable amount of unlocked value that was just waiting to come out. Furthermore, doing the required “hard work” upfront to rebuild the foundation of MusclePharm for the long haul would inherently unlock enough short-term financial results to appease shareholders around the acquisition ROI. Yet…that's not happening right now! Instead, FitLife Brands has surprised me (and not in a good way), believing it would be better served in reaching arbitrary segment-level financial goals by not learning from various past MusclePharm experiences (like what became major underlying drivers of its bankruptcy) or how FitLife Brands is chasing a ready-to-drink beverage mirage with zero “route-to-market” expertise. When product-based differentiation proves unable to provide a long-term defensible moat within low barriers-to-entry CPG categories like sports nutrition, distinctiveness can transform a product from commodity into a perfect experiential foundation for brand storytelling. It's the strategic substance with signature style that sets your CPG brand apart from the landscape of lesser alternatives. And throughout the initial first-half of the “athletes' company” existence, MusclePharm had a distinctive brand identity that absolutely defined and then delivered its authentic self. But when FitLife Brands acquired MusclePharm in late-2023, it wrongfully assumed MusclePharm still had ample distinctiveness in the marketplace…or at least a sufficient amount to trigger emotional responses with enough consumers to justify its current strategic gameplan. That was a miscalculation…one that I believe will require FitLife Brands to thoroughly contemplate its strategic decision to “sprint the race without knowing its distance.” Finally, I end on a more positive note...examining the Russell 2000 Index inclusion possibility and likely M&A announcements coming soon with FitLife Brands.Doss is the first Adaptive Resource Platform (ARP). Book a live demo here.

                                                                                                                                                                                                                                                                                                                                                  Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe [CB]/fake news have lost control of the narrative. Everything they have predicted has not come true, the opposite happened. The Fed is using the narrative that prices will go up, this will be their downfall. Trump is bringing in investments from all over the world, he has the magic wand. Trump signals he is about to end the endless. The [DS] has lost control. The patriots are now in the process of cleaning the house to prepare for accountability. Ed Martin says the DOJ is worse than anyone could imagine and it needs a cleaning. The system is being exposed to the people. The [DS] are trying to fight back but they are losing every battle. The [DS] protection has been removed, the system is being dismantled world wide.   Economy https://twitter.com/ChrisMartzWX/status/1922306644441960458 TAKE A LISTEN https://twitter.com/RapidResponse47/status/1922388935524733256 https://twitter.com/SecRollins/status/1922709867644485643 U.S. Egg Prices PLUMMET 12.7% — Biggest Monthly Drop Since 1984  U.S. egg prices nosedived by 12.7% in April, marking the steepest monthly decline since March 1984, according to the latest Consumer Price Index data released Tuesday. The average price for a dozen Grade A eggs fell to $5.12, down from a record $6.23 in March. According to the latest U.S. Bureau of Labor Statistics: Five of the six major grocery store food group indexes decreased in April. Driven primarily by a 12.7-percent decrease in the index for eggs, the index for meats, poultry, fish, and eggs fell 1.6 percent in April after rising in recent months. The fruits and vegetables index decreased 0.4 percent over the month and the cereals and bakery products index declined 0.5 percent. […] Source: thegatewaypundit.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/BehizyTweets/status/1922464964167586107   Federal Reserve leaves key rate unchanged as it sees risk of higher prices, unemployment The Federal Reserve kept its key interest rate unchanged Wednesday, brushing off President Donald Trump's demands to lower borrowing costs, and said that the risks of higher unemployment and higher inflation have risen. Source:  tucson.com  https://twitter.com/KobeissiLetter/status/1922320582676283608 https://twitter.com/KobeissiLetter/status/1922414047779008843  Furthermore, Treasury reported that customs duties rose $9 billion year-over-year in April to a record $16 billion. In the first 7 months of Fiscal Year 2025, the US budget deficit is now up $194 billion YoY, to $1.05 trillion, the third-largest on record. The budget deficit remains a major crisis. https://twitter.com/RapidResponse47/status/1922319866809164207?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1922319866809164207%7Ctwgr%5E17aac9fb1b1c57996847b455468feb1bec0fa6fb%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.breitbart.

In this episode of That Entrepreneur Show, host Vincent A. Lanci sits down with Matt Putra, founder of Eightx.co and one of the sharpest financial minds in the world of e-commerce and consumer brands. With a background as a senior partner and CFO in private equity and over a decade of experience as a fractional CFO, Matt brings unmatched insight into transforming financial chaos into scalable growth.We dive deep into:How Matt turned failing businesses into 300% YoY success storiesThe mindset shift from employee to founder — and why he chose the hard roadThe power of financial scorecards and weekly reviews to stay ahead of costly problemsPractical advice on hiring (and letting go) the right team membersEarly-stage financial tips for entrepreneurs who hate accounting (but know they need it)Whether you're scaling fast or still on the fence about entrepreneurship, Matt delivers real, actionable advice for building a financially sustainable business.

On today's episode of The Hydrogen Podcast, we dive into three major stories reshaping the global hydrogen landscape:

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 US Weather3:42 Biofuel and Tax Bill5:41 Iowa Eminent Domain8:54 US Loses Soy Market Share10:54 China Soybean Import Forecast12:13 Inflation Update

This week on Inside the Economy, we dive into the current state of wage growth, job prospects, inflation trends, Federal Reserve activity, and emerging trade agreements. Wage growth, which experienced downward pressure following the Fed's interest rate hikes starting in 2022, appears to be stabilizing. Currently, the average monthly wage per U.S. worker is around $7,000. How does this figure compare with wages in the E.U. and other nations? On the inflation front, the cost of borrowing (interest rates) exceeds the rate of inflation (CPI), a potentially positive signal for the economy. Is there mounting pressure on the Federal Reserve to cut rates this summer? Meanwhile, trade negotiations are gaining momentum. How significant is it for the U.S. to secure a balanced trade agreement with China? What elements of the recent E.U. deal stand out as particularly beneficial for the U.S.? And which other countries might be priorities in America's trade strategy? Tune in to learn more! Key Takeaways: • Core PCE Inflation at 2.6% (YOY) • 10-year bond yield at 4.37% • ISM Services at 51.6

Just when CELSIUS was beginning to drown…Alani Nu had the ring-shaped flotation device ready to save the energy drink brand. Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $329.3 million, which was down 7% YoY. And while that activity now marks the third straight quarter of falling YoY revenue…the addition of Alani Nu next quarter will guarantee positive YoY growth restarted (albeit mostly from the non-comparable acquisition-related aspect). According to Circana last 13-week data, CELSIUS decreased by 3% YoY...but sustained place as the third-largest energy drink brand in the category with a dollar share of 10.9%. And I don't want gloss over this accomplishment…as CELSIUS became the first brand in over a decade not named Red Bull or Monster Energy that was able to capture more than a 10% share in the U.S. energy drinks market. Celsius energy drinks has seen massive growth in convenience stores, foodservice (e.g. fast food restaurants), mass retailers like Walmart, the club channel in retailers like Costco, and the Amazon marketplace. Additionally, the early international market development groundwork is starting to formalize with CELSIUS with performance continuing to exceed initial expectations in those recently expanded markets. It's my opinion that international expansion presents significant opportunity for incremental growth over the next three to five years. With Celsius at basically full distribution now…the TDP growth will have to come from increased items carried per store. Going forward, Celsius will increase items per store through a combination of product strategies like flavor, format, pack size, and variant expansion. Additionally, CELISUS will continue scaling up the new Essentials lineup that has exceeded the company's expectations. Moreover, they will seek more store placements like leveraging cold display activity in Celsius-branded coolers. If you missed the massive news from February, CELSIUS Holdings announced it had entered into a definitive agreement to acquire Alani Nu for a net purchase price of $1.65 billion. And the big news was that CELSIUS announced that, according to Circana last 52-week data for the period ending April 13, 2025…Alani Nu surpassed $1 billion in retail sales. But heading into next quarter, the combined brand platform of CELSIUS Holdings will have just over 16% category share (trailing only the Monster Energy combined brand platform and Red Bull). Also, because of the insane 70%+ YoY growth rate of Alani Nu, the combined brand platform of CELSIUS Holdings would be considered the fastest growing energy drink brand portfolio of the top 10 categorical competitors. But with the Alani Nu acquisition now closed…CELSIUS Holdings becomes an even more dynamically interesting company positioned favorably long-term. Lastly, with a great balance sheet...Celsius Holdings keeps strategic optionality available within (what I believe is) this market volatility fueled opportunistic period.

As the second fastest growing category within the entire grocery store surpasses 50% household penetration…have attractive fragmentation opportunities now been unlocked within RTD protein beverages? BellRing Brands (NYSE: BRBR) is a portfolio that owns a collection of convenient nutrition brands like Premier Protein and Dymatize Nutrition, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in above average categorical growth rates and increased household penetration of RTD protein shakes that promote active lifestyles. Additionally, powders are becoming more mainstream, and category proliferation has created an environment where more consumers are purchasing both every day and performance nutrition positioned protein products at grocery stores and mass retailers. Bellring Brands had a strong 2025 Q2 with net sales reaching $588 million, which was up 18.9% YoY. Premier Protein (~90% of BellRing Brands total revenue) grew 22% YoY, which came from mostly volume increases. Dymatize Nutrition was up 3% YoY, stemming from volume increases within international markets and new product introductions. In response to these elevated sports nutrition competitive threats, BellRing Brands has attempted to invest further into Dymatize brand marketing and restarting product innovation. Though, I'd say neither effort has resulted in meaningful success yet. Moreover, I provide three deep dives into the functional CPG portfolio's "hero SKU families" of Premier Protein RTD protein shakes and Premier Protein and Dymatize protein powders. But my latest first principles thinking content will examine two emerging product innovation concepts that are becoming more popular (both in terms of product launches and customer demand). The first is around a richer and creamier RTD protein beverage…Premier Protein is calling its version “Indulgence” and BellRing Brands leadership noted on the earnings call that this new subline has demonstrated impressive incrementality, bringing in a considerable number of consumers new to the brand and category. Similarly, Quest Nutrition is also recently launched its “more indulgent” RTD protein beverages subline…calling it “Protein Milkshake.” But what you'll also notice about the Quest Protein Milkshake is that the protein content is much higher than the “unwritten 30 grams of protein rule.” So, now you're seeing competitors, that have brand equity will outside the performance nutrition buyer segment, start to push the upper limits of protein content. And finally, on the flipside…competitors are also testing the lower limits and seeking to attach protein with other beverage categories like carbonated soft drinks and water. So, what does this all mean? And I think there's still A LOT of opportunity to innovate within RTD protein beverages market, which will open up the category to more buyers, different use occasions, and more day parts. Doss is the first Adaptive Resource Platform (ARP). Book a live demo here.

En este episodio repasamos las claves que mueven al mercado este viernes: • Wall Street avanza tras acuerdo EE.UU.–Reino Unido: Futuros al alza con $SPX +0.2%, $US100 +0.3% y $INDU plano. El mercado se apoya en el anuncio del acuerdo comercial y en señales de que Trump podría reducir aranceles a China durante nuevas conversaciones. La jornada económica se centra en discursos de la Fed. • Boeing celebra pedido récord de IAG: $BA repunta tras la compra de 32 aviones 787-10 por parte de British Airways y 21 Airbus A330neo para Iberia. El pedido es parte de un plan de renovación de flota ligado al nuevo acuerdo comercial. Se esperan más compras por hasta $10B según funcionarios de EE.UU. • TSMC marca récord de ingresos: $TSM reporta crecimiento del +48.1% YoY en abril, alcanzando NT$349.57B. Fuerte demanda por chips de IA y compras anticipadas ante temores de aranceles impulsan el salto mensual del +22.2%. La compañía mantiene su guía de crecimiento de +25% para 2025 en USD. • Nvidia adapta su oferta para China: $NVDA lanzará una versión reducida de su chip H20 para cumplir con restricciones de exportación de EE.UU. y seguir operando en el mercado chino, que representa el 13% de sus ventas. El chip tendrá menor rendimiento y memoria, cediendo terreno ante Huawei. Un episodio con foco en comercio internacional, semiconductores y la competencia global en inteligencia artificial.

En este episodio cubrimos lo más relevante antes de la apertura de Wall Street: • Wall Street se anima por reunión EE.UU.–China: Futuros al alza: $SPX, $US100 y $INDU +0.6%. La expectativa de avances comerciales se suma a la espera por la decisión de tasas de la Fed. Se anticipa que el FOMC mantenga tasas sin cambios, pero el foco está en las palabras de Jerome Powell tras la presión pública de Trump por recortes. • Cisco impulsa su apuesta cuántica: $CSCO presentó su chip Quantum Network Entanglement y abrirá un laboratorio en California. Tecnología de baja energía, operativa a temperatura ambiente y con hasta 200M pares de entrelazamiento por segundo. Se suma a la carrera cuántica junto a $GOOG, $MSFT, $AMZN y $NVDA. • CoreWeave fortalece su músculo financiero: $CRWV eleva su línea de crédito de $650M a $1.5B con bancos como JPMorgan y Goldman Sachs. Busca expandir infraestructura de nube enfocada en IA. Pese a tensiones pasadas por deuda, las entidades muestran confianza en su crecimiento futuro. • Novo Nordisk ajusta guía, pero sube: $NVO reportó ingresos por $11.9B (+19% YoY) en Q1 2025, aunque ventas de Wegovy decepcionaron. Aun así, la acción sube al anticipar recuperación en ventas tras el cierre de vacíos regulatorios en EE.UU. Nueva guía: +13%-21% en ventas para el año. Un episodio cargado de noticias clave antes de que arranque el mercado. ¡No te lo pierdas!

En este episodio cubrimos lo más relevante antes de la apertura de Wall Street: • Wall Street se anima por reunión EE.UU.–China: Futuros al alza: $SPX, $US100 y $INDU +0.6%. La expectativa de avances comerciales se suma a la espera por la decisión de tasas de la Fed. Se anticipa que el FOMC mantenga tasas sin cambios, pero el foco está en las palabras de Jerome Powell tras la presión pública de Trump por recortes. • Cisco impulsa su apuesta cuántica: $CSCO presentó su chip Quantum Network Entanglement y abrirá un laboratorio en California. Tecnología de baja energía, operativa a temperatura ambiente y con hasta 200M pares de entrelazamiento por segundo. Se suma a la carrera cuántica junto a $GOOG, $MSFT, $AMZN y $NVDA. • CoreWeave fortalece su músculo financiero: $CRWV eleva su línea de crédito de $650M a $1.5B con bancos como JPMorgan y Goldman Sachs. Busca expandir infraestructura de nube enfocada en IA. Pese a tensiones pasadas por deuda, las entidades muestran confianza en su crecimiento futuro. • Novo Nordisk ajusta guía, pero sube: $NVO reportó ingresos por $11.9B (+19% YoY) en Q1 2025, aunque ventas de Wegovy decepcionaron. Aun así, la acción sube al anticipar recuperación en ventas tras el cierre de vacíos regulatorios en EE.UU. Nueva guía: +13%–21% en ventas para el año. ¡Dale play y entérate de todo lo que mueve el mercado hoy!

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Corn Selloff3:00 Corn and Soybean Planting Pace7:04 Wheat Progress / Conditions8:13 Russian Wheat Pricing9:09 Tyson Slump11:24 Grain Shipments

Shoot us a Text.Episode #1037: Today we break down Ford's Q1 fallout as tariffs cast a $1.5B shadow, electrified vehicles surge to nearly 25% of new-car sales led by hybrids and non-Tesla EVs, and Waymo revs up its driverless ambitions with a new Arizona mega-factory and major city expansion plans.Show Notes with links:Ford is bracing for a bumpy ride in 2025 after revealing a steep Q1 net income drop and pulling its full-year earnings forecast. Mounting tariff costs and factory downtime from SUV redesigns weighed heavily on the automaker's performance, with more uncertainty ahead.Net income fell 65% to $471M.Ford expects 2025 tariffs to cut profits by $1.5B, despite $1B in planned offsets.CFO says Q1 tariffs cost $200M, mitigated partly by bonded carrier routes through Canada.Ford Pro earned $1.3B (down 56%); Model e lost $849M despite a 15% EV sales bump.CEO Jim Farley: “We are strengthening our underlying business with significantly better quality and our third straight quarter of year-over-year cost improvement, excluding the impact of tariffs.”Electrified vehicles accounted for nearly one in four new-car sales in Q1 2025, as hybrids led the growth and Tesla's dominance continued to wane. Buyers are moving fast—whether driven by rebates, tariffs, or just better options.EV sales hit 750,698 in Q1, up 29.6% YoY, with total electrified market share reaching 24.4%.Hybrids surged 44.1%, capturing 13.3% of all new-car sales, thanks largely to Toyota, Honda, Hyundai, Ford, Lexus, and Kia—who together own 97% of the segment.Tesla's BEV share dipped to 44.2%, while non-Tesla BEVs jumped 47%.Florida EV sales rose 42.5%, while Texas surged 37.1%, outpacing growth in traditional EV strongholds.“A significant part of it is due to automakers tapping into what drivers want. The 2025 lineup offers 71 unique models (up from 54 in 2025) with improved specs and options for every lifestyle." said Recurrent's Liz Najman. Waymo is transitioning from test phase to mass production, expanding its ride-hailing footprint while anchoring its future with a high-capacity, AV-focused factory in Arizona.Waymo One now handles 250,000 weekly rides across Phoenix, LA, SF, and Austin with expansions into Atlanta, Miami, and Washington, D.C. planned in 2026A 239,000-square-foot factory in Mesa, AZ will build thousands of autonomous Jaguars annually, in partnership with Magna.The facility will feature a fully automated line and produce vehicles with Waymo's latest sixth-gen Driver tech.“The Waymo Driver integration plant in Mesa is the epicenter of our future growth plans,” said Ryan McNamara, Waymo's VP of operations.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

If you're going to come at the “king of the online sports nutrition market,” you better not miss! THG (aka the company formerly known as The Hut Group) recently updated the public markets by releasing its 2025 Q1 trading statement. I'll be utilizing that financial information, along with notes I took listening to the earnings conference call, and any relevant publicly disclosed information to obviously update you on the recent performance of THG Nutrition division that includes the world's largest online sports nutrition brand MyProtein, but also utilize everything to provide insights surrounding the global supplement markets. For those unaware, after the THG Ingenuity demerger...THG would now be described as a global, cash generative, health and wellness consumer brands group. During the first quarter of 2025, divisional revenue for THG Nutrition was approximately $196 million, which was basically flat YoY. And while those aren't necessarily great results…THG leadership noted that the segment saw month-on-month sales improvement throughout the quarter. Moreover, momentum was said to be demonstrated in categories outside of the core protein range, especially in activewear, vitamins, bars, and snacks. But I'll dive into several strategic decisions impacting MyProtein including: its global digital sales channel strategy, retail partnerships in physical retail, global "in real life" community events (i.e. HYROX and MyProtein Move Club) and let's just say A LOT is riding on the success of the MyProtein global rebrand. But basically 18 months after the start of its initial staggered market rollout, the transitionary impacts from the rebrand are now behind Myprotein. THG leadership reaffirmed that customer feedback continues to be promising, with unaided brand recognition for MyProtein now at its highest level to date. More importantly though…THG Nutrition leadership needs to pay close attention to key commercial metrics over the next year because to continue moving upstream in positioning (and unlocking sales channel diversification opportunities within the U.S. market) it needs to ensure this rebranding decision is well received by and generates brand affinity with those less price-sensitive customers. Interestingly, THG leadership noted that MyVitamins, which makes up around 9% of the total THG Nutrition online revenue, delivered record quarterly growth. But what's maybe most intriguing is how different the customer demographics of MyVitamins are compared to MyProtein…and its possible synergistic value with the other THG branded products segment THG Beauty. Finally, about a week prior to this earnings release, the board of directors at THG rejected an unsolicited proposal to acquire Myprotein. According to reports, THG turned down the (upwards of $800 million) offer from Selkirk, an investment vehicle, saying it “fundamentally undervalued” the MyProtein business. Additionally, the deal structure carried significant execution complexity and risks...but maybe the most interesting element was that Selkirk is run by a former THG board member and backed by Kelso Group, an activist investor in THG.

AI and earnings took center stage this week. Perplexity's building a browser, OpenAI wants to be your shopping assistant, and Big Tech dropped their Q1 numbers. We cover: Perplexity builds a browser – CEO Aravind Srinivas explains how Comet aims to work at the operating system level, enabling actions like scraping pages, taking actions on your behalf, and improving ad targeting with granular user data. Hardware partnerships fuel expansion – Perplexity will be pre-installed on new Motorola Razrs and is in talks with Samsung. This move mirrors Google's own bundling tactics… just as Google faces antitrust heat. OpenAI launches shoppable search – You can now shop directly within ChatGPT results, with comparisons, recommendations, and product discovery baked into the interface. Shopify integration is rumored, but no ads—for now. The web is changing – In this new model, websites aren't for browsing. They're for bots to scrape, analyze, and feed insights back to the user in one seamless chat interface. Apple earnings – $95.4B in revenue, beating expectations. Hardware ticked up slightly, but services brought in $26.65B, growing 11.65% YoY. Meta earnings – $42.3B revenue (+16%), driven by ads. Ad impressions rose 5%, pricing jumped 10%. Meta boosted AI capex projections to $64–$72B. Alphabet earnings – $90.2B in revenue (+12%), strong performance in search. YouTube ads slightly missed projections. Tariff pressures are hitting Google Shopping spend. Amazon earnings – $29.3B in ad revenue, right on target, but a gloomy Q2 forecast due to tariffs and consumer uncertainty dragged stock down 4%. Microsoft earnings – $70B revenue (+13%), thanks to resilient software and cloud services. Hardware may take a hit, but they're better positioned than most to handle turbulence. Learn more about your ad choices. Visit megaphone.fm/adchoices

S4:E169 The Weekly Update and an Interview with Tim Skapek, CTO of Protect3D, a provider of custom-fabricated orthopedic devices with 3D technology. They have grown over 100% YoY and count over 60 collegiate and professional sports teams as customers. Their next market move is expansion to serve the general population. Next week Paul and I will be talking about the Southern Startup Investment Thesis with guest co-host Josh Miller. Josh is CEO of Gradient Health, a Millennial and an Angel Investor. He's going to provide his perspective on Angel investing in the South as a Millennial and how a change in the ‘Accredited Investor' definition could impact GenZ and Millennials. Then in a followup episode, we'll be profiling some of the most interesting companies from the ATDC Spring Showcase that are candidates for the RollingSouth ATDC Fund. (interview recorded 4.24.25)Follow David and Paul: https://x.com/DGRollingSouth https://x.com/PalmettoAngel Connect On LinkedIn: https://www.linkedin.com/in/davidgrisell/ https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc.

Dear Glanbia board of directors…don't be afraid to give up what's good for what's great! Glanbia Plc (LON:GLB) is a multibillion-dollar global nutrition company that's currently comprised of three divisions that span across the B2B supply chain (i.e. Health & Nutrition and Dairy Nutrition) and branded products (Performance Nutrition). “Health & Nutrition” is a leading global ingredients solutions business, providing value added ingredient and flavor solutions to a range of attractive, high-growth end markets. In the first quarter of 2025, revenue increased by 24.9% YoY. “Dairy Nutrition” is the number one producer of American-style cheddar cheese in the U.S. market, but more importantly (for my audience) the number one producer of whey protein isolate…and provides a wide range of dairy and functional protein solutions. In the first quarter of 2025, revenue increased by 18.9%. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, think!, Isopure, Amazing Grass, and SlimFast. Glanbia Performance Nutrition had first quarter 2025 revenue that declined by 6.6% YoY, driven by a volume decrease of 5.8% and a price decrease of 0.8%. Additionally, I'll dive deeper into Glanbia Performance Nutrition geographical, sales channel, product format, and categorial performance. Optimum Nutrition, which was the initial M&A transaction in 2008 that created the GPN division, now represents 66% of the total revenue. In the last year, Optimum Nutrition generated revenue of approximately $1.2 billion. Moreover, Optimum Nutrition is the number one sports nutrition brand in the world and also the top sports nutrition brand in close to 20 different countries. As part of its group-wide transformation program announced last November, that seeks to generate annual cost savings of at least $50m by 2027, leadership noted that a GPN portfolio review to ensure focus can be placed on high-growth opportunities had determined the divesture decision on its Netherlands-based direct-to-consumer ecommerce business, Body & Fit (that was acquired in 2017), and its weight management brand SlimFast (that was acquired for $350 million in 2018). Also, if you don't follow the Irish financial news cycle, you might have missed that the activist investor Clearway Capital is back again! But this time…Clearway Capital is hoping to get support from Tirlán Co-op, which is Ireland's largest, farmer-owned agri-food and nutrition business. Also, Tirlán is the largest shareholder in Glanbia. But while I couldn't get access to the exact letter sent to Tirlán, urging it to support a plan to split up Glanbia…Clearway Capital did recently address the Glanbia board of directors at its annual general meeting, requesting the global nutrition company initiate a strategic review into potential disassembly. And just like three years ago, I'm still largely aligned with those Clearway Capital statements. But the major difference surrounds our motivation as to why we've been urging Glanbia to be split up into two (or three different businesses).

This week, we detail Roku's revenue growth of 16% YoY, with the number of streaming hours growing by 5.1B hours YoY. We also highlight Roku's announcement that more than a third of streaming households in the U.S. streamed monthly from its content row in Q1, with a total of more than 125 million people every day. We detail Fubo's earnings, with North America subscribers declining 2.7% YoY to 1.47M and a net profit for the quarter of $188.5M, due to the positive impact of the Venu Sports litigation. Finally, we touch on revenue numbers tied to AWS and Harmonic, some new TikTok data, and why Nielsen's new Gauge chart tied to ad-supported streaming services is flawed and misrepresents the streaming market. Podcast produced by Security Halt Media

The charts have changed! This is not a drill, the charts have changed!   The Elder Scrolls: Oblivion Remaster has rocketed into 2nd place on the charts! Proving once again what we knew all along - the world craves good RPGs! And maybe not even good RPGs, but good games in general. And what's this? Coming in the top 10 is Clair Obscur: Expedition 33! Truly we live in an age of wonders! Good games coming left and right and its all thanks to Xbox.   In fact, its thanks to Xbox that PlayStation can keep the lights on, as Microsoft Gaming becomes the top publisher on the PlayStation store for the last quarter. Sony must really love getting their 30% cut from all of Microsoft's hard work. Would certainly be a shame if Xbox decided to stopped being nice and focus on their own ecosystem...   In more good news - PC Game Pass hits a 45% YoY increase! So we live to see another day of articles telling us how unsustainable or unprofitable Game Pass is. Thanks gaming media! And speaking of Game Pass, Farcry 4 gets a 60FPS patch just in time for it's Game Pass debut. Like we said - good games are coming left and right. It's becoming so hard to keep up. RIP to everyone backlog everywhere.   And we finally have Hunted the Truth when it comes to Halo 5's infamous media campaign which was nothing like the game. In a tale as old as time, the Sales & Marketing guys didn't understand what they were selling, and so sold something that didn't exist. You would have thought that with this happening 10 years ago, Microsoft and everyone else would have learnt their lesson, but it seems not.   Do you have questions about the title of this episode? Of course you do.  Lee has been playing Avowed and he's been a-wowed with it. To find out more, you'll just have to listen...   Our world famous #AprilAchievementChallenge has come to an end. But you'll have to wait until next week to hear the official stats... (Thats what we call a tease in this industry)   The next event is in June and it's all about your backlog! For more info, check out the official #Back2YourBacklog page on our website for all the info. Then join our Discord to become a member of our amazing community.   -- For previous episodes, our socials, community events, and more, visit ⭐THE XBOXCAST OFFICIAL WEBSITE ⭐

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OpeningGolfJustin Thomas on improving putting.MarketsGoogleEarnings on April 24, 2025MicrosoftRevenue up 13% and Operating income up 16%. MetaRevenue up 16% YoY and operating income up 27%!3.4 billion unique users they estimate. Investment thesis: Instagram and Reels. WhatsAppAIPhysical glassesPlay at 2:05. Morning routine. Dropping F-bomb! Socially awkward. “I'm really smooth!”  Does wonders for confidence!!  

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Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureCEO Jamie Dimon is calling it, recession is coming. We are already in a recession, Trump will pull us out of it. Ds trying to stop Trump's tariffs. Countries ready to negotiate, Trump pauses tariffs for those countries. China and the EU fight back with reciprocal tariffs, this will not end well for them. Trump main target is the Fed. The [DS] is still trying to use judges to stop Trump's agenda, in the end this will fail. They are trying to use judges in the correct jurisdiction. Trump has set the timeline for the [DS] treasonous acts. Trump will show how the [DS] committed treasonous against the US. In the end Trump will have the final move, checkmate.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/KobeissiLetter/status/1909947842845614115   https://twitter.com/WallStreetMav/status/1909935573772738708 Schumer: We Want to Take Tariff Authority from Trump We Allowed Biden to Have Because Trump's ‘Going So Overboard'  Chuck Schumer (D-NY) r  “Congress has always had the power to deal with tariffs, and we've always had these fights in the past on some of the tariff issues as well. But now that Trump is going so overboard, Congress can, has every legal authority to take those powers back, and that's what we aim to do.”  Source: breitbart.com https://twitter.com/disclosetv/status/1909961646929301808 China is the Auto Capital of the World  China is the world's largest car producer and exporter. A little-known fact is that China first became the world's largest car exporter back in 2023, with low-cost EV companies BYD and Chery in the spotlight. The nation's auto sector has been steadily expanding since then, with Chinese brands reaching an all-time high of 69.4% of domestic passenger vehicle market share in Q1 2025. Overall, China exported 5.86 million vehicles in 2024, a 19.3% annual increase. Mexico, Russia, Brazil, and the UAE were the top buyers. China sold 4.96 million passenger vehicles (19.7% YoY increase), 900,000 commercial vehicles (17.5% YoY increase), and 1.28 million new energy vehicles, as well as 987,000 battery-electric vehicles. Japan is the world's second-largest car exporter, exporting 4.22 million vehicles in 2024. This marked a -4.5% decline from 2023. Toyota remains Japan's leading vehicle, accounting for $312.28 billion in revenue and 830,048 million vehicles. Germany is holding onto third place in auto exports. In 2024, Germany exported 3.4 million passenger cars, marking a 2.5% annual increase. Around 25.9% of all vehicles exported from Germany last year were electric. Volkswagen Group remains Germany's star, generating $354.86 billion in revenue for the year. Source: armstrongeconomics.com Scott Bessent Reminds China They Need Access To US Market Far More Than America Needs Access To Their Economy Treasury Secretary Scott Bessent warned that China's decision to retaliate against President Donald Trump's tariffs will ultimately backfire. China announced it is raising tariffs on American goods from 34% to 84% in response to Trump hiking tariffs on Chinese goods from 54% to 104%,   Bessent  thats because China exports far more to the U.S. than it imports, it has more to lose in a trade war. China exported $438.9 billion worth of goods to the United States in 2024 while the U.S. exported $143.5 billion to China, according to the U.S. Trade Representative. Consumer spending in America makes up nearly 70% of its Gross Domestic Product (GDP), according to J.P. Morgan Asset Management.