Podcasts about Yoy

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Best podcasts about Yoy

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Latest podcast episodes about Yoy

Analytic Dreamz: Notorious Mass Effect
“JULIÓN ÁLVAREZ Y SU NORTEÑO BANDA - MI DECISIÓN"

Analytic Dreamz: Notorious Mass Effect

Play Episode Listen Later Oct 31, 2025 5:41


Linktree: ⁠https://linktr.ee/Analytic⁠Join The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠https://ow.ly/msoH50WCu0K⁠Analytic Dreamz dissects Julión Álvarez's 2025 resurgence with “Mi Decisión,” the mid-tempo banda ballad co-written by Joss Favela that stormed to 1M+ Spotify streams in three weeks. Released October 9 via Copar Music, the track—celebrated by Soy Grupero as an anthem for resilient love—delivers dignified heartbreak, fueling +20% weekly streaming growth, 500K+ YouTube lyric views, and a TikTok lip-sync surge. From 2017 U.S. Treasury blacklist to 2022 clearance, Álvarez reclaimed 17M monthly Spotify listeners and sold out three SoFi Stadium nights (180K+ tickets). Yet a May 2025 visa revocation canceled his 50K-capacity AT&T Stadium show, spotlighting U.S.–Mexico cultural tensions alongside narcocorrido scrutiny. Analytic Dreamz analyzes 70% streaming dominance, 40% U.S. consumption, nine career Regional Mexican #1s, and Álvarez's “Rey de la Taquilla” legacy—proving regional Mexican's 40% YoY surge.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Sharkey, Howes & Javer
Inside the Economy: Housing Market, AI Frenzy, and U.S. Growth

Sharkey, Howes & Javer

Play Episode Listen Later Oct 29, 2025 13:46


This week on Inside the Economy, we address the housing market, the AI investment frenzy, and economic growth in the U.S. Home prices have become increasingly unaffordable, and potential upcoming rate cuts are unlikely to solve the issue. Denver's housing market remains flat, with some rising prices - where do prices appear to be increasing the most? Has the housing market reached a breaking point? The private sector continues to face a tighter labor market, largely due to increased productivity. Has it started to come apart, or is there simply more turnover in the labor force? Meanwhile, S&P 500 company earnings have been strong, driven mainly by gains in productivity. How do small business earnings compare? Tune in to learn more. Key Takeaways: • Core CPI Inflation at 3.0% (YOY) • 10-year bond yield at 4.01% • Crude Oil at $61.84 a barrel

Late Confirmation by CoinDesk
THE MINING POD: Has the Market Left MARA Behind?

Late Confirmation by CoinDesk

Play Episode Listen Later Oct 28, 2025 35:27


MARA as once the darling of public bitcoin miners, but it's fallen behind in 2025. We break down why and what MARA can do to get back in the limelight. Welcome back to The Mining Pod! Today, we dive deep into MARA, the largest public Bitcoin miner by hash rate at 60.4 EH/s. Despite leading in hashrate, MARA has lagged behind peers like Riot and CleanSpark with just a 5.4% YoY return versus competitors seeing double or triple digit gains. We break down the ownership structure of MARA's current bitcoin mining operations, the company's 96% US concentration versus 50/50 US/international goals, vertical integration moves, and why the market values AI/HPC megawatts over Bitcoin mining capacity right now. Notes:  • MARA operates 60.4 EH/s across 18 sites • Only 5.4% YTD return vs peers at 62%+ gains • 96% US footprint, targeting 50/50 international split • ~50/50 split between owned and hosted capacity • 1.174GW total operational capacity • Q2 SG&A costs: $92-93 million Timestamps: 00:00 Start 02:56 MARA snapshot 07:20 Sovereign systems 15:32 Financials 18:20 IREN, RIOT flip MARA 19:50 CTO let go 22:48 MARA in a crab market 23:16 Exaion France Power Authority 26:30 Share dilution 30:03 Auradine rigs

Grain Markets and Other Stuff
Soybean Prices Hit Calendar-Year High on Trade Deal Hopes: But is it All Just Talk??

Grain Markets and Other Stuff

Play Episode Listen Later Oct 28, 2025 12:03


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.

Hashr8 Podcast
Has the Market Left MARA Behind?

Hashr8 Podcast

Play Episode Listen Later Oct 28, 2025 35:27


Welcome back to The Mining Pod! Today, we dive deep into MARA, the largest public Bitcoin miner by hash rate at 60.4 EH/s. Despite leading in hashrate, MARA has lagged behind peers like Riot and CleanSpark with just a 5.4% YoY return versus competitors seeing double or triple digit gains. We break down the ownership structure of MARA's current bitcoin mining operations, the company's 96% US concentration versus 50/50 US/international goals, vertical integration moves, and why the market values AI/HPC megawatts over Bitcoin mining capacity right now. Notes:  • MARA operates 60.4 EH/s across 18 sites • Only 5.4% YTD return vs peers at 62%+ gains • 96% US footprint, targeting 50/50 international split • ~50/50 split between owned and hosted capacity • 1.174GW total operational capacity • Q2 SG&A costs: $92-93 million Timestamps: 00:00 Start 02:56 MARA snapshot 07:20 Sovereign systems 15:32 Financials 18:20 IREN, RIOT flip MARA 19:50 CTO let go 22:48 MARA in a crab market 23:16 Exaion France Power Authority 26:30 Share dilution 30:03 Auradine rigs

the Joshua Schall Audio Experience
The Protein Snacking War: Quest Nutrition vs. Big CPG | Simply Good Foods Q4 2025 Update

the Joshua Schall Audio Experience

Play Episode Listen Later Oct 27, 2025 20:55


The time is now QUEST Nutrition…or risk getting cooked! In this latest episode, I'll utilize the Q4 2025 Simply Good Foods Company (NASDAQ: SMPL) financial statements, earnings call, and supplemental presentations for my expanded strategic commentary around convenient nutrition market dynamics and trends. In fiscal Q4 2025, Atkins Nutritionals brand dragged down the overall portfolio performance, but Quest Nutrition (up 11% YoY) and OWYN (up 14% YoY) beat categorical competitors in tracked and untracked combined channel retail takeaway. What's at the heart of the Quest Nutrition success? Quest Nutrition is still known for the original Quest Bar. And that means the company needs the bar business to be healthy for any of this innovation risk to make sense. But Quest Nutrition has proven it's one of the few brands that can successfully extend across multiple product forms...and its customer base expects them to come into an indulgent snacking category and flip it into great tasting (high protein, low sugar) offerings. The snacks segment of Quest Nutrition, which now accounts for half of all retail sales...and if we analyze one layer deeper, the salty side of the Quest snacks segment had quarterly retail takeaway growth of about 31%. And after representing only 20% of the total Quest Nutrition retail sales three years ago, “salty snacks” is on target to become the largest product platform by the end of fiscal year 2026. Yet, Quest Nutrition is arguably only scratching the surface of this multibillion-dollar (Simply Good Foods redefining) level of opportunity! BUT…and there's always a “but” which is the emerging competition from notable large “salty snacks” brand portfolios like PepsiCo (Frito Lay) that just announced the protein-ification of its expansive packaged food and beverages product portfolio, don't instantly think it's “game over” for Quest Nutrition. It does (in fact) bring a slew of challenges…but also increases the overall “salty snacks” opportunity for Quest Nutrition. Also, I examine what's causing the weak brand performance at Atkins and explain which actions the company is taking to change it. The most difficult task has been flipping the historical Atkins brand messaging from this negative “restriction diet” emphasis to its nutritional snacking products being viewed as a more positive, proactive convenient foundational nutrition focus. Moreover, Atkins must contend with dramatically changing behavior in the “weight management” consumer cohort (a major cause of this change has been the rise of GLP-1 weight loss pharmaceuticals). And then, OWYN retail takeaway growth came from a balance of distribution gains and velocity growth. Moreover, OWYN has significantly accelerated performance across all major sales channels (including ecommerce) and all key retail customers. Finally, I'll explore how Quest Nutrition should combat this defensive move by Big CPG, as what got them to the first billion in retail sales…won't get them to the next multibillion-dollar goal.

The Auto Finance Roadmap
Tricolor bankruptcy prompts calls for transparency, portfolio reviews 

The Auto Finance Roadmap

Play Episode Listen Later Oct 27, 2025 12:52


Investors are seeking more transparency following Tricolor's Chapter 7 bankruptcy filing last month, which has also prompted several auto lenders to review their books and assure investors of loan quality and operational health.  The auto finance industry and asset-backed securitization issuers could benefit from more transparency and consistency in disclosure policies, panelists said during a session on Oct. 21 at FT Live's ABS East in Miami. Auto lenders are reviewing their portfolios following allegations levied against Tricolor for double-pledging of assets on its warehouse lines of credit. Ford Credit reviewed its millions of contracts to confirm they “are either not securitized or we are in one deal and one deal only,” Ryan Hershberger, director of global funding and capital markets for Ford Motor, said during a panel at the show.  Investors are looking for more information and understanding on how double-pledging could occur, Lendbuzz Chief Executive Amitay Kalmar said at the event. In fact, Credit Acceptance Corp. addressed investor questions in multiple 8-K filings with the SEC as the industry becomes more cautious. Meanwhile, third-quarter earnings point to growth at banks, captives and retailers. AutoNation Finance's originations jumped 85.7% year over year; Capital One's auto originations rose 17.2% YoY; Lithia Motors' finance arm Driveway Finance's originations rose 41.3% YoY; GM Financial's originations declined 3.5% YoY; and Ford Credit's portfolio and earnings before taxes increased YoY. Auto Finance Summit 2025 also highlighted how auto lenders are using AI and machine learning to track borrower habits, and where consumer sentiment is trending. In this episode of “Weekly Wrap,” Auto Finance News Editor Amanda Harris, senior associate editor Truth Headlam and associate editor Aidan Bush discuss key takeaways from recent industry events, including ABS East and Auto Finance Summit 2025, as well as Q3 earnings for the week ended Oct. 24. 

Courtside Financial Podcast
NIO 70 Days Left. Can NIO Survive? Countdown To Profitability

Courtside Financial Podcast

Play Episode Listen Later Oct 25, 2025 16:07


This is the video every NIO investor needs to watch. While everyone's celebrating the comeback story, there's a clock ticking that nobody's talking about loudly enough.NIO has 70 days left to hit Q4 2025 profitability. CEO Li Bin has made this his personal performance evaluation and stated the target "MUST be achieved." But here's what's really at stake: NIO has lost over ¥120 billion ($16 billion) since founding, and at current burn rates, could run out of cash in 16 months without new financing.This isn't hype. This isn't FUD. This is the reality of where NIO stands right now.In this episode, I break down exactly what NIO needs to accomplish in the next 70 days:Why NIO must sell 150,000 vehicles in Q4 (1,600 per day) to hit profitabilityThe brutal margin problem: Q2 gross margins at 10% vs 16-17% targetLi Bin's "Three Musts": Sell more cars, ensure delivery capacity, deliver quality softwareHow ES8 production must scale to 15,000 units/month by DecemberThe GIC lawsuit timing: Singapore's sovereign wealth fund accusing NIO of inflated revenueWhy NIO raised $1.16 billion in September (their 3rd financing round in 2025)The 16-month cash runway if profitability isn't achievedInternal reforms: CBU system, cost cuts to four decimal places, personal KPIsThe Hard Numbers:¥120 billion in accumulated losses (≈$16 billion)¥10.4 billion lost in first half of 2025 alone¥27.2 billion cash reserves as of Q2 2025Q4 delivery target: 150,000 vehicles (vs 87,000 in Q3)Current gross margin: 10% (needs to reach 16-17%)September deliveries: 34,749 (vs 50,000/month target)I'm a NIO bull, but I'm not blind to the stakes. This video isn't about pumping hopium or spreading fear. It's about understanding what's ACTUALLY happening and what the next 70 days will determine for NIO's survival.Li Bin moved the profitability target from 2026 to Q4 2025 to force internal urgency and signal market confidence. He's personally overseeing supply chain management, cutting costs to four decimal places, and restructuring the entire organization. The question is: Will it be enough?Even if NIO hits Q4 profitability, the bigger test is sustainability. One profitable quarter doesn't prove you're viable long-term. Q1 2026 and beyond will show whether this is a real turnaround or just a temporary sprint under pressure.Xpeng proved turnarounds are possible (313,000 deliveries in first 3 quarters, up 217% YoY). But they also prove that being an early player doesn't guarantee survival.For the next 70 days, we're watching the same countdown: Can NIO execute on all fronts simultaneously? Sales, margins, production, quality, and investor confidence must ALL align. Miss any one, and the 16-month cash runway becomes 12, then 6, then game over.This is NIO's make-or-break moment. The clock is ticking.#NIOStock #ElectricVehicles #NIOProfitabilityNIO stock, NIO profitability, NIO stock analysis, Chinese EV stocks, NIO bankruptcy, electric vehicle stocks, NIO cash runway, Li Bin NIO, NIO Q4 earnings, NIO losses, NIO lawsuit, GIC lawsuit NIO, NIO financial crisis, EV stock crash, Chinese stocks, NIO deliveries, NIO ES8, Ledao L90, battery swap, NIO survival, EV market crash, stock market analysis, NIO bull case, NIO bear case, new energy vehicles, China EV, automotive industry crisis, EV investing, NIO 2025, stock analysisTAGS (500 Characters):

Skift
Wyndham's New Perks, Hotel Cost Cuts and GetYourGuide's Profitable Q3

Skift

Play Episode Listen Later Oct 22, 2025 3:42


Wyndham rolled out a $95/year Wyndham Rewards Insider subscription for U.S. customers, offering at least 10% off rates at 8,000+ properties (excluding Echo Suites), automatic Gold status, and flight discounts up to 15% international and 5% domestic to keep the brand relevant between stays. Major hotel chains head into a tough earnings season after two straight quarters of RevPAR declines through September, with economy hotels down 3% year-over-year and analysts watching for further corporate headcount cuts following reductions at Marriott and Hyatt. Meanwhile, GetYourGuide says it's profitable for the first time, booking a record 10 million experiences in Q3 (up 30% YoY) and nearly $1.2B in annual revenue, as a Skift x McKinsey report pegs global experience spending at over $1T and up to $310B for paid, structured activities. Connect with Skift LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/skift/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bsky.app/profile/skiftnews.bsky.social⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/skift⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the travel industry.

Between the Bells
Morning Bell 23 October

Between the Bells

Play Episode Listen Later Oct 22, 2025 4:01


Wall Street closed lower on Wednesday as investors assessed further updates out of Washington signalling dwindling progress on the trade front between the U.S. and China. The Dow Jones lost 0.71%, the S&P500 declined 0.53% and the Nasdaq ended the day down 0.93%.In Europe overnight markets in the region closed mixed as investors assessed corporate earnings results out in the region. The STOXX 600 fell 0.2%, Germany's DAX lost 0.74%, the French CAC declined 0.63% and, in the UK, the FTSE100 ended the day up 0.93%.Asia markets traded mixed on Wednesday as investors assessed key trade data out of Japan alongside the country's new leadership transition. For September, Japanese exports increased 4.2% YoY to snap four months of declines, however, the data came in lower than economists were expecting of 4.6% growth. Japan's Nikkei closed flat on Wednesday while Hong Kong's Hang Seng fell 0.94%, South Korea's Kospi Index rose over 1.5% and India's Nifty 50 ended the day up 0.1%.The local market closed the midweek session 0.71% lower as a materials sell-off of more than 3% weighed on gains among energy and tech stocks. The price of gold slumped over 6% overnight amid widespread profit taking and strength in the USD which spooked investors into panic sell mode out of gold miners on Wednesday. Genesis Minerals, Evolution Mining and Ramelius Resources each fell over 10% at the closing bell on Wednesday.Homewares retailer Adairs (ASX:ADH)  jumped 8.3% yesterday despite downgrading group sales forecast guidance for H1 to between $319.5m to $331.5m, down from the prior guidance of $324.5m to $336.5m, however margins were upgraded to the higher end of the forecast region at 59%-59.5%. Investors likely welcomed the pullback in promotional activity announced by the company amid moderated sales growth.And weaker-than-expected revenue and rising jet costs hit Air New Zealand (ASX:AIZ) yesterday with shares in the airline falling 1% after the company announced it expects to report a pre-tax loss between NZ$30m and NZ$55m for the first half. What to watch today:On the commodities front this morning oil is trading 4.25% higher at US$59.67/barrel, gold is down 0.52% at US$4103/ounce and iron ore is up 0.03% at US$105.53/tonne. The Aussie dollar has strengthened against the greenback to buy 64.92 U.S. cents, 98.64 Japanese yen, 48.51 British pence and 1 New Zealand dollar and 13 cents.Ahead of Thursday's trading session here in Australia the SPI futures are anticipating the ASX will open the day down 0.17%.Trading Ideas:Bell Potter has downgraded the rating on Aeris Resources (ASX:AIS) from a buy to a hold and have raised the 12-month price target on the copper producer following the release of the company's September quarterly report including results meeting the analysts' expectations for lower 1HFY26 production. The reason for the downgrade is simply due to recent share price appreciation of the company.Trading Central has identified a bearish signal on Viva Energy (ASX:VEA) following the formation of a pattern over a period of 22-days which is roughly the same amount of time the share price may fall from the close of $1.74 to the range of $1.54 to $1.58 according to standard principles of technical analysis.

Grain Markets and Other Stuff
Trump Picks a Fight with ANOTHER Big Ag Importer

Grain Markets and Other Stuff

Play Episode Listen Later Oct 21, 2025 11:36


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.

the Joshua Schall Audio Experience
MyProtein "to MARS, and Beyond" Licensing Strategy | THG (The Hut Group) 2025 Q3 Update

the Joshua Schall Audio Experience

Play Episode Listen Later Oct 20, 2025 11:42


MyProtein might be readying itself for a licensing mission “to [MARS], and beyond,” but don't let that “mission” overshadow your appreciation for its more terrestrial growth strategies currently. THG (aka the company formerly known as The Hut Group) recently updated the public markets by releasing its trading statement for the third quarter of 2025. 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, which includes the world's largest online sports nutrition brand MyProtein, but also utilize everything as the contextual backdrop for my expanded strategic commentary around global sports nutrition market dynamics and trends. Additionally, for those unfamiliar with the up-to-date THG portfolio configuration…due to the THG Ingenuity demerger action occurring at the end of 2024, it now would be described as a global, cash generative, health and wellness consumer brands group. During the third quarter of 2025, THG Nutrition revenue was approximately $197 million, which increased 10% YoY. And while THG leadership asserted the third quarter of 2025 had the highest organic growth rate in several years (and commercial momentum broad-based across categories outside of the core protein range, most notably continuing in activewear and vitamins), I wouldn't necessarily be jumping for joy, as performance still lagged reported THG Nutrition revenue dollars from each of the third quarters from prior years going back to 2020. But I'll dive into several strategic decisions impacting MyProtein including its global digital sales channel strategy, offline retail expansion efforts, product licensing strategy, and let's just say A LOT is riding on the success of the MyProtein global rebrand. But basically two years 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 continue paying close attention to key commercial metrics, as it seeks to continue moving upstream in positioning, thus unlocking sales channel diversification opportunities. THG must ensure the rebrand decision is well received by (and generates) brand affinity with those less price-sensitive customers. THG leadership (again) mentioned “a number of soon-to-be-announced exciting new partnerships,” which we know from last quarter will include a global confectionery leader launching in the fourth quarter (holiday period). However, what we don't know yet is if my previous Mars, Incorporated prediction is correct…even though I've gained further conviction over the recent few weeks. Though, I'll shine more light on a few other licensing partnerships and again recap the impacts from THG selling Claremont Ingredients to Nactarome Group.

The Auto Finance Roadmap
Auto Finance Summit 2025 highlights industry strength, challenges

The Auto Finance Roadmap

Play Episode Listen Later Oct 20, 2025 6:13


Auto Finance Summit 2025 shed light on how auto lenders are responding to challenges facing the wider market, including credit performance, affordability and evolving technologies. Following subprime buy here, pay here lender Tricolor's Sept. 10 Chapter 7 bankruptcy filing, auto asset-backed securities spreads widened, Kayvan Darouian, director of consumer asset-backed securities research at Deutsche Bank, said during an Oct. 15 presentation at the event. Still, Tricolor's challenges do not represent issues facing the wider market, he said. Further, subprime share has “come back in the last 12 months,” and lenders should be competitive in the near prime sector, Scot Hensel, finance director at Kunes Auto Group, said during a fireside chat at the summit. Auto lenders are also leaning into AI and technology to drive efficiencies. GM Financial, for example, is piloting a digital app for dealers to manage their businesses and track information such as deal volume and floorplan balance, President and Chief Executive Susan Sheffield said during a fireside chat. Meanwhile, third-quarter bank earnings so far point to growth in auto originations and improved credit performance. Ally Financial's auto originations rose 24.5% year over year to $11.7 billion, while Wells Fargo Auto's originations soared 114.6% YoY to $8.8 billion. Bank of America's net charge-offs across its direct and indirect consumer portfolio also decreased 1 basis point YoY to 0.2%. Listen as Auto Finance News Editor Amanda Harris and Associate Editor Aidan Bush dive into the top stories from Auto Finance Summit 2025 and highlight key takeaways from third-quarter bank earnings. 

The Water Tower Hour
GCL Holdings (GCL) - From IP to Shelf: Building a Full-Stack Gaming Flywheel

The Water Tower Hour

Play Episode Listen Later Oct 17, 2025 30:21


Send us a textIn this episode of the WTR Small-Cap Spotlight podcast, Sebastian Toke, CEO of GCL Holdings, joins Shawn Severson and James Kisner of Water Tower Research to discuss GCL's full-stack games & entertainment flywheel—connecting distribution (Epicsoft Asia, 2Game), publishing (4Divinity), and hardware/peripherals (Ban Leong Technologies) so data, marketing, and retail execution reinforce one another from IP origination to shelf.The conversation covers FY25 performance (+142% YoY revenue) and what management views as an inflection proving the ecosystem, GCL's role as global physical publisher for Black Myth: Wukong, momentum around Showa American Story, selective entry into mobile with Kingdom Under Fire: The Civil War (global rights except Singapore and Malaysia) targeted for end-2025, expectations for the next-gen console cycle, and how FY26 focuses on integrating software and hardware into a single operating flywheel.

FTR State of Freight
Rail Market Update - Week ending October 17, 2025

FTR State of Freight

Play Episode Listen Later Oct 17, 2025 7:37


New Mexican regulation: Requires GPS tracking (updating every 30 seconds) and large QR codes on all U.S. petroleum exports to Mexico transported by rail or truck. Railcars without GPS must comply within 30 days — a tight and challenging timeline. QR code mandate: Took effect September 25, 2025, giving shippers only 20 business days to apply codes after receiving them from the government.Traffic Trends: Total North American rail traffic rose 0.3% YoY — carloads up 1.5%, intermodal down 0.8%.Commodity highlights: Gains in grain (+10%), non-metallic minerals (+9.7%), motor vehicles (+7.4%), petroleum (+5.5%), and chemicals (+4.1%). Declines in metallic ores/metals (−10.8%) and forest products (−5.6%).Intermodal trends: U.S. intermodal down 3.3% YoY; Canada up 0.8%; Mexico's GMX up a striking 60.5%, marking its strongest volume of 2025. The Rail Market Update is hosted by FTR's Senior Analyst, Rail, Joseph Towers.  As this information is presented, you are welcome to follow along and look at the graphs and indicators yourself by downloading the PDF of the presentation.Download the PDF: https://www.ftrintel.com/rail-podcast Support the show

Grain Markets and Other Stuff
Trump's "Silly and Misguided" Cooking Oil Threat

Grain Markets and Other Stuff

Play Episode Listen Later Oct 15, 2025 12:15


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.

Brisbane Property Podcast
EP 282 - Brisbane Property Market Update September 2025

Brisbane Property Podcast

Play Episode Listen Later Oct 15, 2025 29:07 Transcription Available


In this episode, Melinda and Scott unpack a big September for Brisbane. You'll hear about: Brisbane's outperformance: Why Brisbane continues to better Sydney and Melbourne on headline dwelling growth, and how unit markets here are the national stand-out. Segment shifts: The lowest quartile led September quarter gains in Brisbane (+3.7% q/q), ahead of the middle (+3.2%) and top end (+2.6%). Supply vs demand reality: Listings are thin while buyer enquiry is strong - we explain why that gap is pushing prices up and where it's most intense. Houses vs units: Houses rose +1.1% in September (Brisbane among the top three capitals for the month); units jumped +1.7% (up from +1.3% in August), +4.7% for the quarter and +12.4% year-on-year. Rental market pulse: Vacancy edged to 1.0% (from 0.9%), but rents re-accelerated — houses +5.4% YoY, units +6.4% YoY. Gross yields: houses 3.4% (steady), units 4.3% (down slightly from 4.4%). Prestige snapshot: Riverfront and blue-chip suburbs remain buoyant as limited premium stock meets downsizer and interstate demand. Practical buyer takeaways: Why trying to “wait it out” can be costly (at a $1m price point, current monthly growth equates to ~$12k), and how local intel helps avoid bidding frenzies and target value.  Get a clear, street-level read on Brisbane right now - where competition is hottest, which segments are driving the gains, and how to position your next move with data and on-the-ground insight rather than headlines.   Connect with Us: Listen on Apple Podcasts https://podcasts.apple.com/us/podcast/brisbane-property-podcast/id1509129258 Listen on Spotify https://open.spotify.com/show/5tODCtY54iQrxadNqqmevs Subscribe on Youtube https://www.youtube.com/channel/UCW30uBCnHQ2YllnwGKHNfxg Streamline Property Buyers Website https://streamlineproperty.com.au/ Ready to work with us directly? https://streamlineproperty.com.au/contact/ If you liked this episode, please don't forget to subscribe, tune in, and share this podcast with others you know will benefit from the information we share!

Skift
AI vs. OTAs, Delta's Loyalty Windfall and Navan's IPO Play

Skift

Play Episode Listen Later Oct 14, 2025 3:42


An analyst argues Booking.com and other OTAs are well-equipped to withstand AI challengers like ChatGPT and Gemini thanks to deep behavioral data and robust payments networks, even as Booking acknowledges real disruption risks. Delta posted record Q3 revenue powered by its loyalty engine and a 12% YoY jump in American Express proceeds—$2B in the quarter and $7.4B year-to-date—with leadership leaning into high-income travelers who drive ~95% of revenue. Corporate travel platform Navan filed to IPO at up to a $6.45B valuation—about 30% below its 2022 private mark—seeking up to $960M as filings show improving margins and 34% growth in first-half 2025 gross bookings to $4.1B. Will AI Disrupt Booking and Other OTAs? One Analyst Says They're ‘Well-Positioned' Navan Seeks $6.45 Billion IPO Valuation — a 30% Haircut From 2022 Delta's Amex Numbers Show Its Growing Bet on Wealthy Travelers Connect with Skift LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/skift/⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bsky.app/profile/skiftnews.bsky.social⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/skift⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the travel industry.

Courtside Financial Podcast
NIO CRASHED 10% Today NOT Worried (Actually Buying More)

Courtside Financial Podcast

Play Episode Listen Later Oct 11, 2025 6:04


NIO stock dropped 10.05% today to $6.71, and panic is spreading. But here's why this pullback might be the opportunity serious investors have been waiting for.In this episode, I break down:Why NIO's drop from $9 to $6.71 creates a buying opportunity (Warren Buffett's principles apply)Record-breaking battery swap numbers: 145,955 swaps in ONE day during Golden WeekInstitutional investors like WMG Financial increased their stake by 17.9%Citi puts NIO on 30-day upside catalyst watchWall Street's $9 price target represents 30% upside from current levelsWhy NIO's 3,500+ battery swap stations could be an unbeatable moatSeptember revenue hit $2.65 billion (up 9% YoY) but missed expectations - here's why that doesn't kill the long-term thesis. With expansion into Armenia and nearly 1.1 million battery swaps during the holiday period, NIO is building infrastructure that competitors can't easily replicate.This isn't financial advice - it's perspective on investor psychology and why the best opportunities often come wrapped in fear. Let's talk about what smart money is doing while retail investors panic.Perfect for NIO investors, EV stock enthusiasts, and anyone interested in Chinese EV market dynamics.nio stock, nio stock prediction, nio stock analysis, nio stock news today, chinese ev stocks, ev stocks, nio battery swap, nio stock buy or sell, nio stock crash, electric vehicle stocks, nio vs tesla, chinese stocks, nio earnings, nio revenue, stock market analysis, nio price target, nio stock forecast, warren buffett investing, buy the dip, nio 2025, ev market, battery swap technology, institutional investors, nio bull case, courtside financial, growth stocks, nio investmentTAGS (500 Characters):

The BossBabe Podcast
486: I'm Taking a Break

The BossBabe Podcast

Play Episode Listen Later Oct 9, 2025 13:43


Natalie gets candid about pressing pause on the podcast while on maternity leave. In this intimate solo, she shares the fears behind taking a break, the systems and team that make it possible, and the mindset shifts that let momentum keep compounding even when you step back. If you've ever worried a break would tank your growth, this episode will help you trust your audience, your systems, and yourself. TIMESTAMPS 00:07 - Why this episode is different and the truth about taking a break 00:36 - The pressure to “keep appearances” vs choosing authenticity 01:22 - Integrity over optics and why pretending to be “always on” isn't it 01:50 - Naming the fear that downloads and momentum might drop 02:34 - What's in place before stepping away 05:09 - Automated revenue streams and cash stewardship that stabilize breaks 06:59 - Surprise upside doing even better YOY without pushing for growth 08:21 - Boundaries with partners and comms so nothing falls through the cracks 09:50 - If stepping away feels impossible trusting your audience and your work RESOURCES + LINKS Get My Custom AI As Your 24/7 Chief Marketing Officer, Trained On Over A Decade Of My Business Strategies, $36M+ In Proven Funnels, And My Complete FREEDOM Method™: https://www.bossbabe.com/freedomengine Join The Société: Build Your Freedom-Based Business™ With Systems, Templates, Coaching + Community. Just $97/Month. Imagine Having Natalie As Your CMO, On Call 24/7 To Help You Make The Right Moves In Your Business. That's Exactly What You Get With Bossbabe AI The Freedom Engine™: AI-Powered Strategy And Systems That Show You What To Sell, How To Sell It, And How To Scale - Without All The Guesswork. Learn More And Unlock It Here. Sign Up For Our Free Weekly Newsletter & Get Insights From Natalie Every Single Week On All Things Strategy, Motherhood, Business Growth + More. Drop Us A Review On The Podcast + Send Us A Screenshot & We'll Send You Natalie's 7-Figure Operating System Completely FREE (value $1,997).

Slow Spanish Language
58 - Three Useful Poems to Learn Spanish

Slow Spanish Language

Play Episode Listen Later Oct 7, 2025 9:24 Transcription Available


Hola, amigos! Today we are going to read 3 interesting poems in Spanish. I will be reading the poems in Spanish very slowly and you will try to understand word by word. You will be learning some interesting words and new vocabulary and also you will be improving your listening skills in Spanish. I will translate the poems in English and then read in Spanish again in a normal speed but explaining some words at the same time..Donate with PayPal:https://www.paypal.com/paypalme/spanishwithdennisYou can buy me a cup of coffee here:https://www.buymeacoffee.com/spanishwithdennisMy Youtube channel: Spanish with Dennishttps://www.youtube.com/channel/UCQVuRUMQGwtzBIp1YAImQFQFirst poem: ‘En las noches claras' de Gloria FuertesEn las noches claras,resuelvo el problema de la soledad del ser.Invito a la luna y con mi sombra somos tres.Second poem:‘Despedida' de Alejandra PizarnikMata su luz un fuego abandonado.Sube su canto un pájaro enamorado.Tantas criaturas ávidas en mi silencioy esta pequeña lluvia que me acompañaThird poem:‘La montaña rusa' de Nicanor ParraDurante medio sigloLa poesía fueEl paraíso del tonto solemne.Hasta que vine yoY me instalé con mi montaña rusa.Suban, si les parece.Claro que yo no respondo si bajanEchando sangre por boca y narices.My new Discord server and chat and you can already join and write to me there:https://discord.gg/HWGrnmTmyCMy new Telegram channel and you can already join and write to me or comment there:https://t.me/SpanishwithDennisJoin my Patreon:https://www.patreon.com/spanishwithdennisDonate with Boosty:https://boosty.to/spanishwithdennis/donateDonate with Donation Alerts:https://www.donationalerts.com/r/dennisespinosaDonate with Crypto currency:Bitcoin (BTC)1DioiGPAQ6yYbEgcxEFRxWm5hZJcfLG9V6USDT (ERC20)0xeb8f678c0b8d37b639579662bf653be762e60855USDT (TRC20)TXoQwsaiTGBpWVkyeigApLT8xC82rQwRCNEthereum (ETH)0xeb8f678c0b8d37b639579662bf653be762e60855If you have any other suggestions or recommendations on what other platform you can support me and my podcasts, please let me know. You can write to me on telegram.. Thanks for support!  Conviértete en un seguidor de este podcast: https://www.spreaker.com/podcast/slow-spanish-language--5613080/support.

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Tesla's Big Rebound, $1K Car Payments Surge, AI Chats Into Ad Fuel

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Oct 3, 2025 12:19


Shoot us a Text.Episode #1162: Tesla posts a surprise Q3 sales record, $1,000 car payments are becoming the new normal, Meta plans to use AI chats to make ad targeting more personal than ever.Show Notes with links:Tesla delivered a surprise Q3 record after a rocky first half of the year, beating Wall Street expectations with nearly half a million EVs sold. But with the federal EV tax credit now gone, the question is whether momentum can carry into Q4 and beyond.Tesla delivered 497,099 vehicles, topping estimates of 456,000 and reversing two quarters of declines.Model 3 and Y deliveries rose 9%, while other models dropped 30%.Tesla's energy business hit a record, nearly doubling storage deployments to 12.5 GWh.Rivian also posted a 32% bump, delivering 13,201 EVs in Q3.What used to be unthinkable is now routine: the $1,000-a-month car payment. Nearly one in six new-car buyers are signing up for four-figure notes, a trend driven by rising prices, interest rates, and longer terms — reshaping affordability conversations across the showroom floor.In 2015, only 2.4% of buyers paid $1,000+; that number hit 16.6% in JulySUVs (53%) and pickups (37%) dominate these deals; 5% of all $1,000+ buyers drove off in an F-150.Buyers today face average loans near $42K at 6.8% interest, compared to $28K at 3.9% a decade ago.Longer terms now stretch over 68 months on average, nearly a year longer than 2015.“There are some that are very shocked by the payment,” said Cody Anderson, GSM at Freedom Ford. “Their payment thought process is five years ago compared to now.”Meta is about to supercharge its ad business by tapping into conversations people have with its AI chatbot. Starting December 16, chats with Meta AI will help determine not just what ads users see, but what content fills their feeds across Facebook, Instagram, and WhatsApp.Meta AI chats will feed new ad-targeting signals, similar to posts, likes, and connections.Example: Talk about hiking → expect more hiking ads and related content.The company stresses sensitive topics (politics, religion, health, etc.) won't be used for targeting.Meta earned $46.5B in ad revenue last quarter, up 21% YoY.“Interactions with AIs will be another signal we use to improve people's experience,” Meta said.0:00 Intro with Paul J Daly and Kyle Mountsier1:35 The huge news out of More Than Cars2:48 Tesla Sets Delivery Record5:35 Nearly 17% of Car Payments are $10008:45 Meta Will Use AI Searches To Target Ads To UsersJoin 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/

the Joshua Schall Audio Experience
MyProtein SECRET Weapon to Dominate Sports Nutrition | THG (The Hut Group) 2025 H1 Update

the Joshua Schall Audio Experience

Play Episode Listen Later Oct 3, 2025 12:29


Strategic licensing has been a major growth unlock for MyProtein, but hints of an upcoming partnership could take “the world's largest online sports nutrition brand” to a whole other level! THG (aka the company formerly known as The Hut Group) recently updated the public markets by releasing its 2025 H1 interim results. 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, which includes the world's largest online sports nutrition brand MyProtein, but also utilize everything as the contextual backdrop for my expanded strategic commentary around global sports nutrition market dynamics and trends. Additionally, for those unfamiliar with the up-to-date THG portfolio configuration…due to the THG Ingenuity demerger action occurring at the end of 2024, it now would be described as a global, cash generative, health and wellness consumer brands group. During the first half of 2025, THG Nutrition revenue was approximately $409 million, which increased 3.1% YoY. And while those aren't necessarily blowout caliber results…THG leadership noted the second quarter had the strongest growth since the first quarter of 2022. Moreover, momentum was said to be broad-based across 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, offline retail expansion efforts, product licensing strategy, and let's just say A LOT is riding on the success of the MyProtein global rebrand. But basically two years 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 continue paying close attention to key commercial metrics, as it seeks to continue moving upstream in positioning, thus unlocking sales channel diversification opportunities. THG must ensure the rebrand decision is well received by (and generates) brand affinity with those less price-sensitive customers. Additionally, THG leadership hinted at a two-way product partnership with a currently unnamed global confectionery leader launching in the fourth quarter (holiday period). Could it be Ferrero Group or even Mondelez International (after the licensing breakup with GHOST Lifestyle)? But I honestly think the biggest potential win-win partnership would be with Mars, Incorporated. Finally, after the first half of 2025 period ended, THG announced the sale of Claremont Ingredients to Nactarome Group. The flavor company has been a long-standing supplier to Europe's leading nutrition brands, and the deal represents a significant ROI for THG…selling Claremont Ingredients for more than double its initial acquisition price (less than five years later).

The Longer Game
Season 3 Episode 26: Through The Looking Glass Of Growth On Amazon

The Longer Game

Play Episode Listen Later Oct 3, 2025 44:50


Everyone says Amazon is the Wild Wild West. Back in 2012 it sure was. We've come a long way from then, however. In 2025 most categories are growing YOY, there are more competitors, Amazon is releasing incredible amounts of data, and everyone wants in on the fun. Things sure are heating up. Will Haire, Co-Founder of BellaVix, a marketplace agency, and one of Michael's peers, joins us on this episode of The Longer Game to talk shop and take cheap shots at each other.Want to know how much to spend on ads? Well, it depends. Think SEO is dead? Think again. Everything you thought you knew is the same and yet oh so different. If this doesn't make sense, just give it a listen! Put on your thinking cap and get ready to follow these fellas down the portal of the world of Amazon.The Longer Game is a podcast focused on leaning into the trends and advancements in retail so brands see a clearer path to success across ALL channels. We're looking at retail in a whole new way, looking to better understand the future of retail. It's Retail Reimagined. Sharing hope about the future. No one channel can a business sustain. Go omni-channel.Like what you're hearing? Subscribe to our channel and make sure to click or tap the bell so you get notified whenever new episodes drop.Want to learn more about The Longer Game? Head over to https://thelongergame.com to read show notes, watch more episodes, or contact us.Follow us on LinkedIn: https://linkedin.com/company/thelongergameFollow us on Instagram: https://instagram.com/thelongergameFollow us on Facebook: https://facebook.com/thelongergameOur guest's name is Will Haire. Will Haire is the Founder and CEO of BellaVix, an agency helping brands grow on Amazon and Walmart. He has over a decade of experience in eCommerce, specializing in Amazon Advertising, Seller Central, and DSP. Based in North Carolina, Will is also the host of the Selling on Giants podcast, where he shares insights for marketplace operators.You can find them at...Website: https://www.bellavix.com/Find them on LinkedIn: https://www.linkedin.com/in/willhaire/Find them on Instagram: https://www.instagram.com/bellavixmarketplaceagency/Find them on Facebook: https://www.facebook.com/BellaVixMarketingMichael Maher, the host, would love to connect with you. Reach out to him at…Email: michael@thinkcartology.comLinkedIn: https://linkedin.com/in/immichaelmaherThis podcast is sponsored by Cartology and Podcastify Me.Cartology is a customized done-for-you service agency that helps brands accelerate growth and get profitable on the Amazon marketplace. They work directly with brands to create strategy and then go right out and execute it. Want to find out more?Website: https://thinkcartology.comFind Cartology on LinkedIn: https://linkedin.com/company/cartologyFind Cartology on Instagram: https://instagram.com/thinkcartologyFind Cartology on Facebook: https://facebook.com/thinkcartologyPodcastify Me is designed to help coaches of all kinds enter the podcasting space with minimal lift for them. And, inviting past, current and future clients to your show as part of your marketing and sales process sets you apart from your competition, in a time where podcasting is really gaining popularity.Website: https://podcastify.meFind Podcastify Me on LinkedIn: https://www.linkedin.com/company/podcastify-me/Find Podcastify Me on Instagram: https://www.instagram.com/podcastify.me/Find Podcastify Me on YouTube: https://www.youtube.com/channel/UCf2biqOTN2UbZ5aaM4Sx6NQ

Grain Markets and Other Stuff
Did Leaked Texts and an X Post Just Cost Argentina $20bil?? (Soybean Trade)

Grain Markets and Other Stuff

Play Episode Listen Later Oct 1, 2025 12:28


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 Leaked Texts, Argy, Soybeans4:02 Grain Stocks9:12 Govt Shutdown and Markets10:39 River Levels

TD Ameritrade Network
Visa (V) Enters Stablecoin Arena to Stay Competitive

TD Ameritrade Network

Play Episode Listen Later Oct 1, 2025 9:01


Visa's (V) foray into stablecoins is more defensive play than innovative move, says LikeFolio's Landon Swan. Amidst 82% YOY digital engagement growth for Mastercard (MA) following its stablecoin launch, Swan notes Visa's move is a "must-have" to stay competitive, as cryptocurrencies and stablecoins like USDC threaten its transaction business. Despite this, Swan remains bullish on Visa, citing its strong track record of innovation and technological adoption. Swan also points to Visa's impressive share buyback history.======== 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

Grain Markets and Other Stuff
US/Taiwan Negotiations Continue: How Much US Grain Will They Buy??

Grain Markets and Other Stuff

Play Episode Listen Later Sep 30, 2025 12:45


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 What Will Taiwan Buy?3:20 Grain Stocks Report Today4:33 Harvest Update8:24 Soybean Shipment Problem10:25 Better Demand for Russian Wheat11:40 Flash Sales

Couchonomics with Arjun
Latin America's Fintech Giant: The Rise of PicPay with 60M Users

Couchonomics with Arjun

Play Episode Listen Later Sep 30, 2025 54:56


Episode 150 of Couchonomics with Arjun is here — and it's a milestone.For the very first time, we go to Latin America. My guest: Eduardo Chedid, CEO of PicPay — Brazil's biggest super app and one of the fastest-scaling fintechs in the world.With 60M+ customers, $1B+ in revenues, profits up 7× YoY, and 4,500 employees, PicPay is rewriting the rules of digital banking in one of the most competitive markets on earth.We cover:- Brazil's fintech revolution and the role of regulation- How PicPay scaled from wallet → super app → full-service bank- Why AI and open finance are core to growth- The future of tokenized money and cross-border paymentsThis isn't just a Brazil story — it's a blueprint for the future of finance.Couchonomics with Arjun Season 04 is brought to you by our partners:Adyen https://www.adyen.com/Thunes https://thunes.com/Mastercard https://mastercard.com/E& https://www.eand.com/Digit9 https://www.digitnine.com/SC Ventures https://scventures.io/Hala https://hala.com/Chapters:00:00 Episode Highlights01:11 Welcoming Eduardo Chedd03:29 Brazilian FinTech Landscape11:22 PicPay's Growth and Strategy23:52 AI Integration and Innovations28:25 Organizational Structure and Product Velocity29:23 Ownership and Cross-Functional Integration31:13 Driving Governance and Agile Practices32:36 The Role of Data in Financial Services36:55 The Evolution and Importance of Digital Wallets38:46 Tokenized Money and Future Trends41:59 Competition and Market Focus45:21 Global Insights and Future Plans50:44 Conclusion and Final ThoughtsOur website

The Product Market Fit Show
He pitched 100 VC and spent 3 years building— then grew to $7B AUM. | Doug Scott, Founder of Ethic

The Product Market Fit Show

Play Episode Listen Later Sep 29, 2025 45:14 Transcription Available


Doug spent 3 years building technology before landing real customers. While other startups were growing fast, Ethic was stuck at $5M AUM after two years. Until he found a way to help his customers help them WIN new clients they couldn't land before.That single shift took them to $250M AUM in one year. He reveals why he left investment banking in Australia, sold everything, and moved to the Bay Area within three weeks with no idea what company to start. He pitched over 100 investors to raise early rounds, survived years of building with no traction, and discovered the enterprise sales playbook that unlocked distribution in wealth management. Today Ethic manages $7B and has raised. "If I knew how difficult it would be, maybe I wouldn't have done it." This is the reality of building a decade-long overnight success.Why You Should Listen:Why helping customers win new business is the killer ROIHow to survive a 3-year build phase when everyone else is growing fastWhy you should pitch 100+ investors even if only 5 will say yesHow to figure out distribution and go-to-marketWhy the best value-add investors never pitch their value-addKeywords:startup podcast, startup podcast for founders, Ethic, Douglas Scott, wealth management, ESG investing, fintech, B2B2C, Series A, distribution strategy00:00:00 Intro00:01:47 What Ethic does00:08:15 Leaving Australia for Bay Area with no plan00:17:06 The breakthrough for 5x YoY growth 00:29:42 Three years building with no traction00:38:36 Distribution partnerships unlock growth00:42:44 Finding product-market fitSend me a message to let me know what you think!

X22 Report
As The [DS] Is Indicted,[DS] Unleashes Antifa,Trump Counters With The Military,Buckle Up – Ep. 3740

X22 Report

Play Episode Listen Later Sep 28, 2025 120:43


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 PictureTrump is imposing tariffs on the rest of countries to bring manufactures back to this the US. The US economy is growing the Fed is going to try to stop the growth by pushing back on the rate cut. The Fed inflation detector shows no sign of runaway inflation. Trump is now pushing the narrative to fire Powell, leverage is the name of the game. The [DS] is panicking, Trump and team are now indicting those who are treasonous to this country. The started out with the lying, he is testing the waters, testing the judges building the narrative for the people of this country. The [DS] players are pushing back by using Antifa. These will intensify over time and Trump will counter the insurgency/insurrection with the military. The military is the only way, buckle up.   Economy (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");  Trump Imposes 25% Tariff On Imported Heavy Trucks Starting Oct. 1 Deborah Elms of the Hinrich Foundation said the sweeping tariffs leave major questions unanswered, including whether they comply with existing trade agreements, but predicted they would “almost certainly drive up prices for American buyers.” Source: zerohedge.com Mexico is the largest supplier of medium- and heavy-duty trucks to the U.S., followed by Canada, Japan, Germany, and Turkey. Heavy-truck shipments from U.S. plants climbed from a low of $1.1 billion in April 2020 to $3.2 billion this July, though they have dipped modestly this year, Federal Reserve data shows.   Fed cautious on rate cuts as GDP surges; warns of potential inflation risks Federal Reserve Chair Jerome Powell has stressed that the central bank will weigh the GDP numbers carefully as it considers future rate cuts. “If we ease too aggressively, we could leave the inflation job unfinished and need to reverse course later,” Powell said. Source:  13wham.com  Fed's Favorite Inflation Indicator Shows No Sign Of Runaway Tariff Costs, As Savings Rate Slides  After a modest increase two months ago, and a steady print in July, analysts expected headline PCE to be steady at +2.6% YoY in August and Core PCE - the Fed's favorite indicator - to also be unchanged at 2.9% YoY... and the numbers all came in right in line with expectations. Indeed, "as expected" is the them of this morning's data with headline and Core PCE both matching expectations and staying in the same range they have been in for two years... not exactly the Trump Tariff terror future that every "respected" economist predicted. All those expecting a bounce in Durable Goods inflation will have to wait another month: in August it actually declined again, as did Nondurable Goods, while Services costs increased the most.  On the income side, there was more good news: after outpacing the private sector for nearly three years, wage growth of private workers (5.0% YoY) is once again rising faster than government workers. In fact, government worker wage growth of 4.2% was the lowest since August 2021.   Source: zerohedge.com    Political/Rights BREAKING: Sinclair Caves, Will Bring Jimmy Kimmel's Show Back 

Business of Drinks
83: De Soi CEO Scout Brisson on Scaling a 250K-Case Non-Alc Brand - Business of Drinks

Business of Drinks

Play Episode Listen Later Sep 24, 2025 69:41


De Soi is one of the breakout stars of non-alc cocktails — selling more than a quarter million cases per year across all channels. Under CEO Scout Brisson, the brand has climbed to the #1 fastest-growing NA cocktail brand in mass channels, growing nearly 500% YOY, per SPINS data, with distribution in 6,000+ doors — and a new national partnership with Southern Glazer's set to take them even further.So what's driving this rocket ship? In this conversation, Scout pulls back the curtain on the operator mindset behind De Soi's rise. She shares why velocity — not awareness or impressions — is the brand's North Star metric, and how focusing on the fundamentals of execution is what keeps the shelves turning.We discuss:How De Soi overcame early Amazon challenges and built a winning channel strategyWhy Scout says “influencer marketing is dead” — and how local IRL businesses are becoming the new influencersThe flavor development process with co-founders Katy Perry and Morgan McLachlan, and how they balance sophistication with mass appealFundraising lessons, including how to convince skeptical investors in an emerging categoryScout also speaks candidly about setbacks (including a major production issue and retailer loss in the same week) and the resilience required to keep building in a fast-changing category.For drinks entrepreneurs, this episode is a case study in scaling a non-alc brand — full of takeaways on growth strategy, retail execution, and building a category leader from the ground up.Last Call:Hiring in the drinks industry looks very different than it did even a few years ago. In this sponsored Last Call, Rachel Doueck of Force Brands shares what every founder should know about scaling teams today:

The Private Equity Podcast
Operating Partners Are the Future of Private Equity | Jeremiah Wanzell on Consumer Brand Growth

The Private Equity Podcast

Play Episode Listen Later Sep 23, 2025 20:56 Transcription Available


In this episode, Alex Rawlings is joined by Jeremiah Wanzell, a seasoned consumer brand executive with leadership roles at Hugo Boss and Calvin Klein, and now an operating partner working with private equity firms to drive growth in the consumer sector. Jeremiah shares his insights into the evolving role of the operating partner, value creation beyond financial engineering, the importance of omnichannel strategy, and how consumer-focused PE firms can win in a shifting market.⏱️ Timestamps00:03 – Intro & BackgroundJeremiah's career journey: from Bloomingdale's to Hugo Boss & Calvin KleinLaunching Growth Mindset Advisors to work with PE firms as a fractional growth officer00:57 – Mistakes Private Equity Firms MakeMisunderstanding or undervaluing the role of the operating partnerValue creation needs real operators, not just consultantsPE firms still testing the waters, especially in the lower/mid-market03:44 – Why the Operating Partner Model Isn't Universal YetToo often operating partners are brought in post-acquisition — a critical mistakeThey need to be involved from the outset to shape value creation plans05:12 – Case Study: Capizio AcquisitionDeal thesis: investing in niche category leadersBrought the deal to Argonne after another firm passedRole: pre-deal diligence, channel expansion, post-deal advisory07:07 – What Deal Teams MissOverlooking multi-channel retail strategyExamples: Nike's failed DTC push vs. Allbirds' slow wholesale expansionOmnichannel is no longer optional09:32 – Industry Shoutout: GrataSponsor mention for proprietary, data-driven PE deal sourcing09:58 – State of Consumer DealsDeal volume down 15% YoY, but deal size upHighlighted mega deals: Skechers ($9B), Dick's x Foot Locker, Rode BeautyHot sectors: health & wellness, beauty, and digitally native brands11:27 – Tariffs & Pricing StrategyTariff uncertainty is a headwind but affects all brands equallyBrands must have clear differentiation and pricing transparencyExamples: airlines as commoditized vs. a loyal landscaper who passed along cost savings15:14 – Great Retail ExperiencesRetail “theater” matters more than everExamples: Vuori, Lululemon, building community through in-store eventsIt all starts with product excellence17:32 – Evolution of DTC & Shopify's DisruptionApple iOS14 killed third-party tracking; CAC skyrocketedShopify commoditized eComm site creation → flooded market with undifferentiated brandsStubborn brands (e.g. Allbirds) suffered by not adapting18:59 – Retail Experience ExamplesRetail must build community and be about more than transactionsBrands that create loyalty through events and authentic connection win19:51 – What Jeremiah RecommendsFan of The Private Equity Podcast and Scott GallowayEncourages reading, webinars, and giving back to your networkRaw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.

Thoughtful Money with Adam Taggart
Rising Reversal Risk In Stocks? | Lance Roberts

Thoughtful Money with Adam Taggart

Play Episode Listen Later Sep 20, 2025 115:27


Right now nearly every asset class in rising in price simultaneously.And many indices and individual securities are hitting all-time highs.Investors are getting increasingly confident -- which explains the ongoing melt-up.How long will it last?And when it reverses, will it do so gently? Or violently?The longer the current momentum continues at this pace, the more likely the reckoning is sooner and more painful.Portfolio manager Lance Roberts and I discuss why, as well as the latest technical analysis, this week's FOMC release, gold, AI, social media, the just-announced TikTok deal, the housing market and Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#interestrates #marketcorrection #bullmarket 0:00 - Market Heat: High Correlation Across Asset Classes (Stocks, Gold, Bitcoin)2:48 - Why This Rally Isn't "Broken" Yet – Investment Committee Insights3:35 - Train Analogy: Momentum Hard to Stop Despite Slowing Economy4:36 - Earnings as Key Driver: Bull Case vs. Risk of Reversal7:16 - Broad Momentum: Accumulator Model +8%, All-Weather +6%, AI +9%8:14 - Outlook: Exuberance Leads to 5-10% Correction, But Hard to Time10:11 - Tax Cuts Minor; Deregulation & AI Could Drive Growth (Nvidia-Intel Stake)13:31 - Historical Parallels: 1998-99, 2021 Euphoria Ends in Corrections14:46 - Q4 Tailwinds: Earnings Beats, Buybacks +50% YoY, Manager Chasing16:42 - Bias Upward Through Year-End, But 3-5% Pullback Possible18:53 - Google Parabolic: 3-4 Std Dev Above Moving Averages19:35 - Standard Deviations Explained: 99% Odds of Correction24:18 - Gold Also Parabolic: Take Profits, Hedge Positions27:02 - Google AI Threat: Search Monopoly at Risk from Ad Revenue Loss37:47 - Mark Newton Outlook: Momentum to Oct/Nov, Then Correction into 202644:14 - Dot Plot: 4 More Cuts into 2026; Projections Show Slow Growth (1.8%)48:45 - TikTok Deal: Missed Chance to Curb Societal Harm from Social Media59:27 - Housing Cracks: Inventory Up in Midwest/Northeast (Boston +11%)1:04:54 - Idea: Incentive Kids to Live Nearby – Free House After Raising Family1:18:03 - Trades: Position Swaps Next Week – Max 30 Stocks for Outperformance1:20:21 - Rant: Lance's Wife Post-Chemo – Back to Work, Hilarious Wig Story1:26:40 - YouTube Wins: Nutritious, Authentic Content on Demand1:31:16 - Hater Drama: Troll Picks Fights for Visibility – Followers Defend_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Create Like the Greats
RSS 19: Reddit Marketing: How to Drive Traffic & Win LLM Search (2025–2026)

Create Like the Greats

Play Episode Listen Later Sep 19, 2025 19:52


In this episode of The Ross Simmonds Show, Ross dives deep into why Reddit has emerged as the most powerful organic marketing platform heading into 2025. From transforming million-dollar buying decisions to influencing AI language models like ChatGPT and Google's AI Overviews, Reddit isn't just a content site — it's a market-shaping force. Ross unpacks exactly how and why Reddit has become a SERP-dominating player, how brands can harness its authenticity-fueled power, and introduces his signature Reddit marketing framework: R.O.S.S (Reddit Operating System of Scale). Key Takeaways and Insights: 1. The Power of a Single Reddit Thread - Deals are won or lost based on one Reddit post - Reddit is no longer just memes — it's shaping corporate decisions 2. The Rise of Reddit in Organic Search - Reddit ranked 2nd after Wikipedia for Google search traffic in late 2024 - Outperformed YouTube in search visibility - Took over bottom-of-funnel consideration traffic from platforms like G2 and Capterra 3. Why Traditional SEO is Failing - Marketers ruined trust in content with affiliate-driven blog posts - Reddit now draws 600M+ monthly visits from Google - 1,328% YoY growth in Reddit's search visibility 4. Google's Algorithm Shift & Reddit's Role - Reddit's authentic content aligns with Google's user-first approach - Google's $60M data licensing deal with Reddit (2024) - New "Forums" search tab prioritizing Reddit threads 5. Reddit vs Traditional Media & Review Sites - Reddit ranks for 5.7M+ transactional keywords - Competes with giants like Wirecutter and New York Times for product discovery - 5.1M overlapping keywords with major publishers 6. Reddit's Impact on AI Training - Reddit content now foundational for LLMs (Large Language Models) - Google, OpenAI, and others using Reddit content to train AI - AI outputs now reflect sentiment from Reddit conversations 7. How Reddit Influences AI Answers - Brand reputation on Reddit can directly influence AI-generated recommendations - Reddit as a real-time, user-driven knowledge base for AI Resources & Tools:

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
EV Registrations Jump 27%, Charging Reminder App, Walmart Uses AI To Hire

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Sep 17, 2025 12:53


Shoot us a Text.Episode #1148: Buyers rush to lock in EV tax credits, Toyota builds an app to hack your habits, and Walmart's HR chief taps AI for top talent. Legacy automakers saw a sharp EV registration bump in July as buyers rushed to lock in the $7,500 federal tax credit before it expires at the end of September. However, Tesla, Rivian, and VinFast didn't share in the win.EV registrations jumped 27% for legacy brands like Chevrolet and Honda, far outpacing the overall 6% EV market growth and pushing EV share to 8.9% of the light-vehicle market.Tesla saw a 13% YoY drop in registrations, while Rivian dipped 6% and VinFast slid 17%.Chevrolet more than doubled its EV registrations, while Volkswagen posted a 127% increaseHonda's Prologue EV offered nearly $13,000 per unit in incentives, helping it to a 102% rise, while Audi tripled its numbers thanks to strong Q4 e-tron performance.“The current surge in EV sales is being driven by product innovation, motivated dealers and an urgency ahead of the IRA tax credit phaseout,” said Cox Automotive's Stephanie Valdez Streaty.Toyota is getting creative about plug-in hybrid charging with a new app that uses behavioral science to make sure owners actually… plug in. It's dopamine-driven, gamified brain hacking in the name of better fuel economy.Toyota's ChargeMinder app uses over a dozen behavioral interventions to encourage charging, including personalized reminders and gamified streaks.It boosted U.S. user satisfaction by 16 percentage points and increased off-peak charging in Japan by 59%, though U.S. charging frequency only rose 10%.The app uses vehicle telematics and location data to deliver nudges and educational quizzes that make charging habits stick.Toyota says this low-cost strategy can rival expensive infrastructure or incentive programs in moving consumer behavior.Dr. Laura Libby, Manager, Carbon Neutrality, Human Centered AI, Toyota Research Institute: “Small, targeted interventions can have a large impact on people's decisions and actions.”While most associate AI in hiring with resume screening, Walmart's Chief People Officer Donna Morris is tapping tools like ChatGPT and Perplexity to help identify potential candidates—especially for high-level internal or external leadership roles.Morris uses AI to ask targeted questions when kicking off key searches, saying the results often align closely with candidates already under consideration.Walmart has already piloted an AI Interview Coach and is launching a custom version of OpenAI's Certification Program through Walmart Academy.Morris also uses AI in daily life—from diagnosing her father's skin bruises to finding art replicas and restaurant recs—crediting it with making research faster and more accessible.“Now, the access to information is phenomenal,” she said. “I thinkJoin 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/

The Life Money Balance™ Podcast
This Secret Retirement Cost Could DELAY Your Retirement By 3+ Years

The Life Money Balance™ Podcast

Play Episode Listen Later Sep 17, 2025 7:10


Grain Markets and Other Stuff
More Direct Farm Payments are Coming - How Much?? $10Bil?? $15Bil?? Who Benefits?

Grain Markets and Other Stuff

Play Episode Listen Later Sep 16, 2025 15:40


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 Direct Payments4:12 US/China Talks5:45 Brazil Soy Planting Starts8:17 Crop Progress/Conditions10:13 NOPA Soy Crush11:19 Tyson and High-Fructose Corn Syrup13:26 Grain Shipments are Strong14:31 Flash Sale

The Learning Leader Show With Ryan Hawk
653: Sukhinder Singh Cassidy - Becoming a CEO, Transforming a Company, Earning the Promotion, Knowing Your Non-Negotiables, & Hiring Excellent Leaders

The Learning Leader Show With Ryan Hawk

Play Episode Listen Later Sep 14, 2025 57:43


Go to www.LearningLeader.com for full show notes This is brought to you by Insight Global. If you need to hire 1 person, hire a team of people, or transform your business through Talent or Technical Services, Insight Global's team of 30,000 people around the world have the hustle and grit to deliver. Sukhinder Singh Cassidy is the CEO of Xero. Xero is a cloud-based accounting software designed for small businesses. They did $2.1 billion in revenue last year. Over the past 25 years, Sukhinder has had leadership roles at Google, Amazon, and StubHub. Notes: Key Learnings Strategic CEO Job Search Criteria – Sukhinder had four non-negotiables: macro tailwinds/good market, customer she could be passionate about, strong business model, and a role where she could "learn for miles" for 5-8 years. Only two companies met her criteria in 18 months of searching. "Sell, Interview, Sell" Hiring Process – First meeting is 50% selling the opportunity to attract top talent. Only after candidates lean in do you shift to intensive interviewing with leadership team exposure. The Virtuous Cycle Framework – Customer at the top, supported by "high purpose, high performance, high people" culture. "It's an 'and,' not an 'or'" - you don't get to choose just one element. Back-Channeling is Critical – Reference checking happens throughout the entire interview process, not just at the end. "The most important thing is not just front channel... it's all the back channel." Values Alignment Over Pure Qualifications – "Go where my values fit and my strengths are valued." Cultural fit becomes the deciding factor in close hiring calls, not competence. The Layoff Leadership Test – Six weeks after joining, Sukhinder laid off 900 people based on McKinsey benchmarking. Showed consistency between the outside-in analysis presented to the board and transparent communication to employees. Portfolio of Bets Strategy – Balance growth, profitability, and customer happiness through diversified initiatives ranging from "safe moves" to "flyers," with clear probability assessments. Consistency as Culture Foundation – "Culture means consistency of message and what's important." Authenticity through change, not resistance to change. The 10-Slide CEO Interview Deck Framework: Vision statement (destination in 2-3 years) Outside-in market analysis Competitive landscape SWOT analysis of current position Five key strategic moves Implementation approach ("the how") Estimated outcomes with probability ranges Practical Application: Job Search Strategy – Define 4-5 non-negotiable criteria upfront. Be willing to wait for roles that truly meet your standards rather than taking "the job before the job." Interview Preparation – Always build a comprehensive thesis deck even if not requested. Use it to clarify your own thinking and demonstrate strategic capability. Hiring Excellence – Spend equal time selling the opportunity and evaluating candidates. Use diverse interview panels and back-channel extensively throughout the process. Cultural Leadership – Be consistent in messaging across all stakeholders (board, investors, employees). Authenticity enables trust during periods of change. Strategic Planning – Frame initiatives as a portfolio of bets with clear probability assessments. Balance growth, profitability, and customer satisfaction rather than optimizing for one. Leadership Hiring Process: The CEO interviews top 2-3 levels even without hiring authority Diverse interviewer panels with "bar raisers" Business problem-solving presentations in the final rounds Multiple leadership team interactions before the final decision Life Lessons: Patience in Career Progression – Sometimes the right opportunity requires waiting. Sukhinder was frustrated during 18 months of searching but found the perfect fit. Preparation Separates Candidates – The depth of strategic thinking demonstrated in final presentations often determines CEO selections. Culture Survives Through Consistency – Not avoiding change, but maintaining consistent values and communication approach through inevitable changes. Leadership Requires Tough Decisions – Laying off 900 people six weeks into the role, but doing it transparently and based on clear data/analysis. Value Creation Through Alignment – Finding roles where your strengths are valued and values align creates exponentially better outcomes than pure skill matching. Systems Thinking Builds Trust – Sharing appropriate "behind the scenes" context helps teams understand difficult decisions and builds long-term credibility. Early Career Focus – "Do great work for great people." Find talented leaders to apprentice under and work exceptionally hard to maximize learning. Authenticity Enables Performance – Being genuine about challenges and changes builds stronger relationships than trying to maintain artificial stability. Strategic Communication – Frame personal asks in terms of organizational benefits. Make it about solving their problems, not your desires. The Xero Transformation: Financial Performance: $2.1B revenue, 21% YoY growth while maintaining profitability Cultural Approach: "High purpose, high performance, high people" - no choosing between them Strategic Moves: Pricing/packaging optimization, sales motion transformation, customer experience reimagining (new dashboard with 3000+ customer inputs) Leadership Philosophy: Provide a "systems view" to employees, share investor-level insights appropriately, and maintain authenticity during difficult decisions

Grain Markets and Other Stuff
Building Drought vs. Record USDA Yield Estimates: Which Story Wins??

Grain Markets and Other Stuff

Play Episode Listen Later Sep 12, 2025 17:45


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 Building Drought6:13 USDA Preview9:41 Export Sales12:21 Brazil's Crop Report14:20 Inflation is Up

Grain Markets and Other Stuff
USDA to Cut Crop Estimates? + Joe Attempts Positive Spin on Soybean Situation

Grain Markets and Other Stuff

Play Episode Listen Later Sep 11, 2025 14:04


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 Intro0:49 USDA Preview3:38 Argentina Situation7:22 Positive (ish) Soybean Spin10:11 Biofuel Back and Forth12:15 Ethanol Production

Resilient Cyber
Resilient Cyber w/ Cory Michal (AppOmni) - Unpacking the SaaS Security Supply Chain Landscape

Resilient Cyber

Play Episode Listen Later Sep 10, 2025 24:52


- One of the biggest SaaS security incidents recently of course is the Salesloft Drive/Salesforce incident, which impacted hundreds of organizations and involved compromised OAuth tokens. Can you tell us a bit about the incident and the fallout?- In an AppOmni blog on the incident, you all discuss attackers taking advantage of persistent OAuth access, over-permissive access, limited monitoring, and unsecured secrets. Why do these problems continue to plague organizations despite incidents like this?This is part of a broader trend of increased SaaS supply chain attacks. What makes these attacks so enticing for malicious actors and challenging for organizations to prevent entirely?You recently published your State of SaaS Security Report, which projects SaaS to grow 20% YoY between 2025 and 2032. This is despite 75% of organizations reporting a SaaS security incident in the past year. Why do you think we're seeing continued growth in adoption but still lagging in SaaS security to accompany the adoption?The report discusses the rise of NHIs and GenAI and how this will exacerbate problems around SaaS Access and incidents. Can you unpack that for us?I was shocked to see the report find that just 13% of organizations use SSPM tooling despite SaaS's widespread adoption. When you talk to enterprises, for example, nearly everyone is doing some CSPM activity for IaaS. Why are so many neglecting hygiene and posture for their SaaS footprint?

Late Confirmation by CoinDesk
THE MINING POD: This BTC Business Model is a Quiet Cash Cow w/ Brandon Mintz

Late Confirmation by CoinDesk

Play Episode Listen Later Sep 9, 2025 39:11


You may not realize it, but that bitcoin ATM at your corner store is probably bringing in some serious cash. Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more:  https://t.me/blockspacenews Welcome back to The Mining Pod! Today, Brandon Mintz, CEO of Bitcoin Depot joins Colin to talk about building the largest Bitcoin ATM network in North America with 9,000+ machines. They discuss how the Bitcoin ATM business model works, why someone would buy bitcoin from an ATM rather than an exchange, why Bitcoin ATMs tend to have premiums, and what areas the company may explore for expansion. Subscribe to our newsletter!  **Notes:** • Bitcoin Depot has 9,000+ ATMs across 3 countries • Q2 revenue up 6% YoY to $172.1M • 15% of US transactions still use cash • 1,700 ATMs ready for deployment Timestamps: 00:00 Start 03:16 Founding Bitcoin Depot 05:58 The first BTC ATM? 07:14 Current revenue growth 09:52 Establishing an ATM location 11:54 Deciding ATM locations 16:01 Profit sharing w/ locations 17:33 Convincing locations 19:31 Are ATMs not price sensitive? 22:21 Operating expenses 23:26 ATM user profile 25:45 Price premium 28:59 Revenue valuation 31:46 Expansion 32:27 European market 32:59 Treasury strategy 35:20 Treasury company frothy market 36:57 Regulation changes

Hashr8 Podcast
This BTC Business Model is a Quiet Cash Cow w/ Brandon Mintz

Hashr8 Podcast

Play Episode Listen Later Sep 9, 2025 39:11


Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more:  https://t.me/blockspacenews Welcome back to The Mining Pod! Today, Brandon Mintz, CEO of Bitcoin Depot joins Colin to talk about building the largest Bitcoin ATM network in North America with 9,000+ machines. They discuss how the Bitcoin ATM business model works, why someone would buy bitcoin from an ATM rather than an exchange, why Bitcoin ATMs tend to have premiums, and what areas the company may explore for expansion. Subscribe to our newsletter!  **Notes:** • Bitcoin Depot has 9,000+ ATMs across 3 countries • Q2 revenue up 6% YoY to $172.1M • 15% of US transactions still use cash • 1,700 ATMs ready for deployment Timestamps: 00::00 Start 03:16 Founding Bitcoin Depot 05:58 The first BTC ATM? 07:14 Current revenue growth 09:52 Establishing an ATM location 11:54 Deciding ATM locations 16:01 Profit sharing w/ locations 17:33 Convincing locations 19:31 Are ATMs not price sensitive? 22:21 Operating expenses 23:26 ATM user profile 25:45 Price premium 28:59 Revenue valuation 31:46 Expansion 32:27 European market 32:59 Treasury strategy 35:20 Treasury company frothy market 36:57 Regulation changes

Grain Markets and Other Stuff
Weekend Freeze Event + ZERO China Soybean Purchases

Grain Markets and Other Stuff

Play Episode Listen Later Sep 8, 2025 14:14


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 Freeze1:35 Unknown Buys Soybeans2:43 Export Sales8:35 Monster Corn Yield Estimate9:56 The Funds10:59 Job Growth Slows

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
VinFast Bets on Dealers, ID.4 Production Pause, Charging Cables Optional

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Sep 4, 2025 12:11


Shoot us a Text.Episode #1137: VinFast leans into a dealer-driven strategy while VW puts the brakes on ID.4 production despite rock-bottom lease pricing. Meanwhile, Porsche unveils a slick wireless charger for its next-gen Cayenne EV.Show Notes with links:Despite reporting a larger Q2 loss, Vietnamese EV maker VinFast is still betting on a traditional dealership model to accelerate growth and cut costs. The shift marks a major pivot from its direct-to-consumer roots.Q2 net loss hit $812M, up 15% from Q1, as VinFast ramps global marketing and R&D.Revenue rose 91.6% YoY to $663M, with vehicle deliveries jumping 172% to 35,837 units.Founder Pham Nhat Vuong pledged $1.5B to support expansion and R&D as the company moves away from company-owned showrooms to a lighter, franchised dealership model.“We stick to our goal this year and are flexible with our market approach amid (the) changing global situation,” said Chairperson Thuy Le.Despite offering the most affordable EV lease in the U.S., Volkswagen is pausing ID.4 production in Chattanooga as consumer demand continues to drop.Production will stop in late October, affecting 160 workers who will be furloughed with 80% pay and full benefits.ID.4 sales dropped 65% in Q2, down to 1,992 units, compared to 5,665 in the same quarter last year.Loss of federal EV tax credit and increased competition from Hyundai and GM have hurt demand.Volkswagen has dropped lease pricing to $129/month, but discounts haven't reversed the trend.A company spokesperson called the pause a “market-driven decision” with no set restart date.Forget cables—Porsche's new wireless charging pad for the upcoming Cayenne EV brings smartphone-style convenience to your driveway, with high-tech safety features and surprisingly strong performance.The 11-kW wireless charger pad delivers overnight charging speeds, matching typical Level 2 plug-in options.The system activates automatically when a compatible vehicle parks over the pad, eliminating the need to plug in.Pad is air-cooled; vehicle-mounted plate is liquid-cooled and must be pre-wired at the factory.Built-in radar pauses charging if it detects pets or metal objects, adding a layer of safety to home charging.U.S. pricing is still pending, but the full system—including vehicle integration—is expected to cost around $9,500 based on European estimates.0:00 Intro with Kyle Mountsier and Michael Cirillo0:52 The ebbs and flows of mainstream news1:54 Announcements2:54 Vinfast Announces $812M Q2 Loss5:46 VW To Pause US ID.4 Production9:12 Porsche To Offer Wireless ChargingJoin 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/

Acquisitions Anonymous
The $1.4M Liquor Store That Prints $500K/Year

Acquisitions Anonymous

Play Episode Listen Later Sep 2, 2025 34:04


In this episode the hosts break down a surprisingly solid liquor store deal in Washington, DC, questioning whether a 3x multiple and $500K SDE is too good to be true.Business Listing – https://www.tworld.com/buy-a-business/listings/80yrs-old-sba-appd-profitable-corner-liquor-biz-in-nw-dc-Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.