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Global Investment Voice covers the United States immigrant investor EB-5 visa program that attracts foreign capital into the U.S. and creates jobs for American workers. It also covers various Citizenship By Investment (CBI) programs from around the world. Hosted by Mona Shah, Rebecca Singh, Mark Deal, as well as other attorney and investment leaders walk through the program from a legal perspective, business development factors as well as investor return and residency considerations. If you ...
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The Global Innovators in Business discovers innovators who have challenged the status quo. We invite some of the most successful leaders to share their thoughts and advice to the younger generation.
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‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters. ‘Invest it Best‘ is proudly brought to you by Wilsons Advisory - one of Australia‘s leading financial advisory firms.
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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The FEG Insight Bridge is a podcast spanning global markets and institutional investments. Greg Dowling, FEG CIO and Head of Research, interviews some of the world’s leading investment, economic, and philanthropic minds to provide insight on how institutional investors can survive and thrive in the world of markets and finance. Find out more at www.feg.com/insight-bridge-podcast. Disclaimer: This podcast is for informational purposes only and should not be relied upon as a basis for investme ...
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Global perspectives and local insights from our investment teams. © 2023 Franklin Templeton https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info
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Morning Brew Daily, a daily talk show that covers the latest news on business, the economy, and everything else, with Neal Freyman and Toby Howell. Witty, informative and everything you need to start your day. Available on all podcasting platforms and Youtube.
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Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific ...
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Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
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Around the Curve from Brandywine Global Investment Management is a resource for global macroeconomic research, as well as fixed income and equity thought leadership within the asset management industry.
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Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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Thoughts from us here at Summit on markets, trading and investment in general.
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In each episode of "Perspectives from Rothschild & Co Wealth Management Switzerland" we share our perspectives on developments impacting markets and the global economy as well as explore the different approaches to allocating capital and making investment decisions through insightful interviews.
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From Japan Real Estate market fundamentals, with a special focus on investment - through guides, tips, tricks and interviews with industry experts - this podcast is your one-stop-shop for audio content related to one of the world's most exciting (and profitable!) property markets. Find us at http://www.nippontradings.com
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Fixed Income in 15 (FI15) is a long form conversation between a senior investor, CEO or entrepreneur and S&P Global Ratings on topics that are important for the investment community. Created and hosted by Joe Cass, episodes typically cover markets and investment trends, alongside personal experiences, stories and anecdotes plus hobbies, sports and working life.
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This series features brief discussions with leading China experts on a range of issues in the U.S.-China relationship, including domestic politics, foreign policy, economics, security, culture, the environment, and areas of global concern. For more interviews, videos, and links to events, visit our website: www.ncuscr.org. The National Committee on U.S.-China Relations is the leading nonprofit, nonpartisan organization that encourages understanding of China and the United States among citize ...
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Invest Africa is a leading pan-African business platform that promotes trade and investment in Africa. In this podcast series we will explore Africa's key economic trends and the issues facing businesses and investors across the continent.
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Welcome to Invest Global! We focus on prime global investment opportunities from a small $100 investment that can grow into a reliable income stream to six and seven figure investments in prime emerging market real estate. Helping aspiring global citizens to reduce their tax bill, build wealth overseas, and diversify for maximum freedom. More money. More freedom. More options. Follow us on our journey and as always, invest global!
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Want to keep up with all the news from China’s business scene but short on time? Then tune into the Caixin China Biz Roundup! Each weekday, we break down the biggest developments in the Asian giant’s economy, financial world and tech sphere — all in around 15 minutes! Expect to find lots of analysis and informative updates delivered in a fun, light-hearted manner. Also on our channel is the Caixin-Sinica Business Brief and China Stories, which are both produced in collaboration with SupChina ...
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Weekly monetary, economic, geo-political news and events
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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
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Learn from today’s global leaders building the organizations that will dominate the 21st century in fintech, business, and beyond.
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Explaining the key scientific ideas, technologies, and policies relevant to the global climate crisis. Visit climatenow.com for more information, video series, and events.
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Most South Africans know that they should invest more offshore, but the details often cause more confusion than clarity. Listen and learn how to get global investing right with this special 4-part series – hosted by award-winning financial journalist, Bruce Whitfield.
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This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion, featuring Chris Bloomstran of Semper Augustus Investments Group, Phil Ordway of Anabatic Investment Partners, Elliot Turner of RGA Investment Advisors, and other thought-leading investors. The podcast is to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your host is John Mihaljevic ...
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On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure
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Evenlode is a dedicated, independent investment team based in rural Oxfordshire, UK. Our podcast episodes focus on the Evenlode funds, updating investors on performance, and general macro environment. https://evenlodeinvestment.com
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Tap into the expert insights from the investment team at Sydney-based global fund manager, Peters MacGregor Capital Management. https://petersmacgregor.com
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The Global Investors Podcast focuses on helping both; American and foreign investors generate passive income by investing in U.S. real estate. Listen to interviews with investors, syndicators, lenders, attorneys, property managers, and other industry professionals who have successfully built their businesses while working with investors to create passive income. Host Charles Carillo (of HarborsidePartners.com) began investing in apartments in 2006 with a 3-family house and has since invested ...
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We are the UK's development finance institution and impact investor, backed by the UK Government. With over 75 years’ experience, we are a trusted investment partner to businesses in Africa, Asia and the Caribbean. We invest to create productive, sustainable and inclusive economic outcomes for those that need our capital the most and who want to build better lives for themselves and their communities. We currently partner with over 1,000 businesses, working with our investees to help them su ...
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Enjoy exclusive interviews with industry leaders across a broad range of listed small and mid-cap companies and stay up to date with the latest market and industry trends. Global One Media invite top leaders and influencers from the crypto, small, and mid-cap space to join them for informative and in-depth discussions. With each episode, investors are provided with quality insights that are easy to digest and understand. Get the inside scoop on the latest global trends and insights from emer ...
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Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. Investment advisory services offered on a fee basis through Global Financial Private Capital, LLC an SEC Registered Investment Advisor.
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Created by the Global Wellness Summit (GWS), this podcast features thought-provoking conversations with leading voices in the $4.4 trillion global business of wellness who inspire listeners with deep industry insights, rich personal stories and valuable business learnings. Leveraging the vast network of luminaries from GWS, the lively and down-to-earth conversations with host and wellness sector expert Kim Marshall give listeners a unique opportunity to get to know industry icons while learn ...
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In this award winning podcast, a team of hosts from Waverton are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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Welcome to the podcast series for the Oxford Impact Investing Programme. Hear from our world leading Faculty and speakers discussing the most pressing issues facing the world of social impact investing. The Next iteration of the Oxford Impact Investing Programme takes place 18-22 April 2016. For more information visit www.sbs.oxford.edu/impact.
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Paul Amadeus Lane discusses the massive global & every evolving market of technology and how it's changing the game in every aspects of our lives. Paul will be talking to industry professionals, entrepreneurs and experts from all fields of technology and the latest tech news and trends. That's the tech zone with Paul Amadeus Lane on ABC News Radio KMET 1490
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The Investment Innovation Institute [i3] is committed to better investment outcomes through education. This podcast focuses on institutional investors at pension funds and insurance companies. We cover topics such as asset allocation, portfolio construction and investment strategy. You can also subscribe to our complimentary newsletter at: https://i3-invest.com/subscribe/
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Listen and subscribe to Global Research Unlocked. A podcast from BofA Global Research. Nuanced insights that can help you chart the right path. Our industry-leading analysts discuss what’s emerging – from risks and opportunities to growth themes like AI and energy transition.
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ESG Insider is a podcast from S&P Global that takes you inside the environmental, social & governance issues shaping the business world today. In each episode, co-hosts Lindsey Hall and Esther Whieldon interview ESG experts, leveraging S&P Global data to shine a light on the sustainability opportunities and risks that business leaders and investors need to know about. Lindsey Hall is head of ESG Thought Leadership at S&P Global Sutainable1 and Esther Whieldon is a Senior Writer on the team.
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Global Merces Funds Management is a specialised tech-focused "RE for hire" and Trustee that offers Fund Management Services and investments in Alternative Investments. "Our purpose is to impact society, industry and culture through the intentional movement of capital."
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The Rules of Investing is one of Australia’s top investing podcasts. We interview the leading investment minds from Australia and overseas to better understand their processes, philosophy, and current take on markets. After launching in October 2017, there have been over 100 episodes published - you can access all content on Livewire Markets, Spotify, Apple Podcasts and YouTube.
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Our morning notes and insights to clients for today with a focus on earnings surprises the crowd is not anticipating.
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The Appleby podcasts discuss topics and trends across the legal and financial sectors. Find out more from our multi-jurisdictional experts, in our various podcast series including 'Bermuda Shorts' and 'Asia Talks'. Appleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals. We are a full service law firm providing comprehensive, expert advice and services across corpo ...
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Hugh MacArthur, Chairman of Bain & Company's Global Private Equity practice, interviews leading experts on the trends and opportunities that will redefine the private equity industry.
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Our investment team covers the world. But, they also need to be connected to share their insights. Furthermore, it’s no longer enough to simply be a human investor – being digitally enhanced through machine learning and AI to be able to interpret massive amounts of data is a must. Our new podcast offers analysis and insights to help investors remain informed and connected.
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IJGlobal - Infrastructure Journal - is host of this podcast series where members of the editorial team delve into matters relating to the finance, procurement, delivery and operation of infrastructure and energy projects around the world. This coverage ranges from greenfield project / corporate finance through to M&A activity in this space, and infra fund activity... all of it in the infrastructure and energy world. You can find IJGlobal at www.IJGlobal.com - and it is an established provide ...
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PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.
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Melissa Guzy, Arbor Ventures Co-Founder – Global Fintech Investing, Generating Liquidity for LPs, What Makes Emerging Market Founders Special
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Send us a Text Message. Miguel Armaza interviews Melissa Guzy, Co-Founder and Managing Partner of Arbor Ventures, a global fintech-focused fund with offices across Asia, the Middle East, Europe, and the US. Founded in 2012, some of their portfolio companies include Tabby, TrueAccord, Grab, and Fundbox. We discuss: Melissa’s early days as a VC inves…
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A mid-year review with our CIO and Global Investment Strategist
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As we reach the mid-year mark, it's time to reflect on an eventful first half of 2024. In the latest Perspectives podcast from Rothschild & Co, Laura Künlen discusses with Global Investment Strategist Kevin Gardiner and CIO Dr. Carlos Mejia the main macroeconomic developments and how our strategies have performed. They also explore the outlook for …
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Mona and Mark are joined by Cyrus Mehta to discuss the Supreme Court ruling on Chevron. You can read more from Cyrus's blog at https://blog.cyrusmehta.com/ Have a topic or question you would like covered on a future episode of Global Investment Voice? Let us know over at https://globalinvestmentvoice.com/contact/ or using the contact details below.…
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SS187: Unveiling the Secrets of Commercial Property Syndication
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Commercial property syndications are an ever-popular investment vehicle. In this episode, Charles discusses the ins and outs of commercial property syndications. Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Re…
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Grounded in Reality - Evenlode Global Investment View
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In this month's investment view, as we continue to watch the high wire spectacle of the US stock market, we expand on our discussion from last month and take a closer look at the real-world drivers that support dividend growth – revenues and cash flow. --- Please note, these views represent the opinions of the Evenlode team as of 28th June 2024 and…
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Unpacking the findings from the Mercer and Oliver Wyman 2024 global insurance investment survey
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Join Amit Popat, Eryn Bacewich and Joshua Zwick as they unpack the findings from our Mercer and Oliver Wyman 2024 Global Insurance Investment Survey in the latest episode of Critical Thinking. They dive into the key investment themes, outlook and risks highlighted by the survey and assess the road ahead for insurance portfolios through the second h…
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EP. 271-02-Gianmaria Feleppa on UCapital's US Launch and the Future of Global Investment
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Join Amadeus Lane as he sits down with Gianmaria Feleppa, CEO of UCapital Fintech Group, to discuss the highly anticipated US launch of UCapital, the social network revolutionizing how investors and entrepreneurs connect. Discover how UCapital is breaking down barriers to cross-border investment, fueling business opportunities for startups in both …
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Global Investment Management Survey: Our collective forecast
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Chris Galipeau, senior market strategist from the Franklin Templeton Institute joins us to share some key takeaways from the 2024 mid-year release of Franklin Templeton's Global Investment Management Survey.
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Private credit investing with Ares Management’s Mike Arougheti
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Ares Management’s Co-founder, CEO, and President Mike Arougheti shares his outlook for the economy and private markets, his evolution as a leader, and the firm’s path to building its prowess in private credit.By Goldman Sachs
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Our CIO and Chief US Equity Strategist explains that in the event of a Republican sweep in this fall’s U.S. elections, investors should not expect a repeat of 2016 given the different business environment. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief US Equity Strategist. Along with my co…
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Episode 409: Ecolomondo ($ECM) Prepares for Global Expansion Under New CEO Gary Economo
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Ecolomondo (TSXV: ECM | OTC: ECLMF), a Canadian cleantech company, is set to make a significant impact in the recycling industry with new leadership. The company specializes in turning scrap tires into high-value commodities such as recovered carbon black, oil, and steel. In this interview, CEO Gary Economo provides an overview of Ecolomondo's oper…
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Episode 408: Investing in Copper's Future: Copper Fox Metals CEO Shares Portfolio of North American Projects
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Copper Fox Metals (TSXV: CUU | OTCQX: CPFXF | FSE: HPU) is making all the right moves in the copper mining industry. Join us as we chat with the company’s Chairperson, President, and CEO Elmer Stewart, as he shares his journey in the mining industry and highlights Copper Fox Metals’ key projects, including the Schaft Creek Joint Venture with Teck R…
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What Biden Dropping Out Means for Markets & The IT Outage That Halted Almost Everything
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Episode 370: Neal and Toby discuss Joe Biden dropping out of the 2024 Presidential race and throwing his support behind VP Kamala Harris. The guys explain how this will impact markets, fundraising, and the significance of Biden releasing the statement on 'X' before anywhere else. Next, the biggest global IT outage ever happened over the weekend aft…
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Episode 407: Democratizing Filmmaking: Mogul Productions' Innovative Approach to Film Financing Through Film3
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Discover the world of Film3 with the Mogul Productions' team: Randy Charach (Head of Film Development), James Pratt (Head of Film Production), and Joe Dimeck (PR Specialist). In this exclusive interview, the team explains how blockchain technology is revolutionizing film financing and production. Discover how our newly launched token is bridging th…
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Our Head of Corporate Credit Research shares four reasons that he believes credit spreads are likely to stay near their current lows. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, today I'll be talking…
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Sustainability in Sports: Spanish pro football club talks game plan for ESG goals
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Sports lovers have countless ways to enjoy sporting events this summer, from last week's Wimbledon tennis and EURO 2024 football finals to next week's launch of the Summer Olympic Games in Paris, France. At the ESG Insider podcast we're continuing our miniseries on Sustainability in Sports. This week we’re talking with Rocío Torres, Head of Sustain…
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Moving to Japan - When Should I buy my Home?
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Two back to back conversations with "Japan Remotely" & Investor Group Find us at https://nippontradings.com/ for advice, consultations, free referrals to local professionals, and all of your Japan Real Estate needs! Email Emil Gorgees on sales@realestate.jp for all of your Tokyo/Kanto family home & home-owner mortgage needs Check out the beautifull…
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Meta Investing Billions in Eyewear? & Netflix Keeps Adding Subscribers
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Episode 369: Neal and Toby discuss Meta’s interest in buying a stake in Ray-Ban owner EssilorLuxottica, signaling it wants to lead the pack in smart eyewear tech. Then, Netflix adds another 8 million subscribers and continues to show why it’s the king of streaming. Next, the EA Sports College Football 25 video game launches after an 11-year hiatus …
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Caixin Biz Roundup: Foreign Tourists Flood Into China
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Tariff hikes loom as exports surge, tougher solar rules planned to slow manufacturing expansion. Subscribe to a bundle deal now to unlock all coverage by Caixin Global and The Wall Street Journal for only $200 a year. That’s a 66% discount. Group access and applicable discounts are available. Contact us for a customized plan.…
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30-year property veteran: Australia has its head in the sand on housing
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There's no supply in residential housing nor the majority of segments of the commercial real estate market. Sky-high construction costs are now too prohibitive. Bandaid solutions, like rent control, only backfire. And inconsistent state, federal and local policies are not helping either. That's according to this week's guest on The Rules of Investi…
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The Surprising Link Between Auto Insurance and Inflation
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Our experts discuss how high prices for auto insurance have been driving inflation, and the implications for consumers and the Fed now that price increases are due to slow. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. Diego Anzoategui: I'm Diego Anzoategui fro…
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An Interview with Marcus Phayre-Mudge: Opportunities in property
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In this episode Luke Hyde-Smith sits down with Marcus Phayre-Mudge, Head of Property at Columbia Threadneedle Investments and manager of the TR Property Investment Trust. Marcus shares his insights on the current property market dynamics, the impact of interest rates, and the future opportunities in commercial real estate. He discusses the resilien…
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Global Chip War Heats Up & Bob Iger's $250M Women's Soccer Stake
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Episode 368: Neal and Toby chat about the latest chapter in the US-China chip war where a Trump interview with Bloomberg sent semiconductor chip indexes tumbling, while China is looking to expand their chip capabilities. Then, a couple of major deals with Bob Iger acquiring Angel City FC for $250M and Ray-Ban owner acquires the once-popular streetw…
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Beyond the Polls: Insights into South Africa's Coalition Government
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At the end of May, South Africans went to the polls for national and provincial elections that marked a significant shift in the country's political landscape. After more than two decades of waning voter support, the African National Congress (ANC) lost its majority in the National Assembly. This historic change for a party that has held unitary co…
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Navigating Market Reactions to the News Cycle
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Financial markets can be sensitive to news cycles, but our Global Head of Fixed Income and Thematic Research offers a word of caution about reacting to recent headlines about the US presidential election. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income and Thematic Research. …
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Episode 406: Unearthing Brazil's Titanium & Rare Earth Potential: Resouro Strategic Metals Shares Tiros Project
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In Brazil, Canadian-based mineral exploration company Resouro Strategic Metals (ASX: RAU | TSXV: RSM | OTC: RSGOF | | FSE: BU9) is unearthing the country’s hidden titanium and rare earth metals. Today, titanium is used in various industries due to its strength and lightweight properties. With 17% of the world’s rare earth metals, Brazil hosts the t…
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McAlvany Weekly Commentary Gold Will Break To The Upside There’s Not Enough Growth To Support The Debt Housing Prices To Fall The post Greg Weldon: Silver Looks Good Here appeared first on McAlvany Weekly Commentary.By McAlvany Weekly Commentary
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Biden Wants to Cap Rent Nationwide & Why Kids Aren’t Watching Disney
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Episode 367: Neal and Toby examine Biden’s proposed law to curb the housing crisis by placing a nationwide rent control on landlords. Then, crypto power players are beginning to align themselves with Trump and the GOP. Next, Zyn can’t keep up with high demand so it plans to build brand new factories to pump out more products. Meanwhile, Disney is l…
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Dispute Resolution Conversation - Dispute Resolution in the PRC and offshore markets: Strategies for navigating turbulent times
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Appleby Asia Talks S02 E06 In this episode of Appleby’s Asia Talks, The Dispute Resolution team discusses the rising distressed debts and investment losses in the PRC market, as well as the PRC data security concerns over a recent Cayman Islands case. They also highlight a number of key rule changes in the British Virgin Islands and share insights …
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Our Chief Global Cross-Asset Strategist explains why she sees a future for the 60/40 portfolio strategy, which worked well for over half a century and may continue to perform well – with some modifications. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Serena Tang, Morgan Stanley’s Chief Cross-Asset Strategist. Along with my colleag…
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Our guest on the podcast today is Charles Duhigg, a Pulitzer Prize-winning investigative journalist and author of The Power of Habit, Why We Do What We Do in Life and Business, and Smarter Faster Better. His writing has won numerous honors, including the National Academies of Sciences, National Journalism, and George Polk awards. Duhigg is a former…
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Getting To Know Canada's Largest Specialty Pet Retailer With CEO Richard Maltsbarger
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Recorded on 06/04/24 Over time, pets have moved from the dog house to the master bed, as pet owners increasingly treat them as beloved family members. We hosted Richard Maltsbarger, President & CEO of Pet Valu, live at TD Cowen's Consumer Conference, to cover a range of topics that, among other things, include: the humanization and premiumization t…
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Episode 405: B2B Solar Integration: Sono Group N.V. (OTCQB: SEVCF) Leads the Way in Vehicle Retrofit Technology
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Sono Group N.V. (OTCQB: SEVCF) is revolutionizing how we think about solar technology and its application in the commercial vehicle market. The company’s innovative approach involves retrofitting and integrating solar technology into third-party vehicles. In this interview, Managing Director, CEO, and CFO George G. O'Leary discusses the advantages …
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Climate News Weekly: Hurricane Beryl, Tesla's minority market share, peak oil predictions, and more...
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Climate News Weekly is back to cover the week’s biggest stories in climate news. James Lawler, Julio Friedmann, and Darren Hau begin this episode with a discussion of the latest extreme weather events, including Hurricane Beryl and record-breaking heat over the last year. Up next, James, Darren, and Julio discuss developments in the EV industry lik…
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In this episode, we delve into the concept of ‘alpha,’ a crucial driver behind investment decisions impacting trillions of dollars daily. Join us as we explore the practical definition of alpha, uncover where to find it, and discuss why its scarcity poses challenges for both small and large investors. Our guest, Dr. Misha Malyshev—CEO and CIO of Te…
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Episode 404: Questcorp Mining (CSE: QQQ): Leading the Charge in Vancouver Island's Copper Exploration
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In mining-friendly Canada, a new chapter in Vancouver Island’s rich mining history has begun. Questcorp Mining (CSE: QQQ) is exploring and developing new ground at its flagship North Island Copper Property. In this interview, President and CEO Saf Dhillon, a seasoned professional with 20+ years of experience developing public companies, discusses Q…
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Should I Buy a Real Estate Property in Japan?
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Conversation with Akiya-Mart Co-Founders Find us at https://nippontradings.com/ for advice, consultations, free referrals to local professionals, and all of your Japan Real Estate needs! Email Emil Gorgees on sales@realestate.jp for all of your Tokyo/Kanto family home & home-owner mortgage needs Contact the experts at "Ark Reform" for a free consul…
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Trump VP's Ties to Silicon Valley & Google’s $23B Bet on Cybersecurity
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27:10
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Episode 366: Neal and Toby discuss Trump’s VP pick, Ohio Senator J.D. Vance, who has started as a venture capitalist and has worked closely with silicon valley leaders. Then, Google wants to boost its cloud computer and cybersecurity arm as it nears buying startup Wiz. Next, Amazon Prime Day is this week and it needs to be a home-run of a sale. Mea…
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David Haber, a16z General Partner - Building Fintech Giants, Leading With Software, What Makes a Truly Great VC
35:42
35:42
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Send us a Text Message. [Original air date, May 9, 2023] Miguel Armaza sits down with David Haber, General Partner at Andreessen Horowitz (a16z), one of the largest Venture Capital funds in the world, founded in 2009 by Marc Andreessen and Ben Horowitz. Based in NYC, David focuses exclusively on investing in global fintech. Before a16z, he founded …
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Tech giants and beyond are set to spend an estimated $1 trillion on AI capex in coming years. Will this investment pay off? And if it doesn’t, what does that mean for businesses and investors? MIT’s Daron Acemoglu and Goldman Sachs Research’s Jim Covello explain why reality may not match the hype on the latest episode of Goldman Exchanges, which ex…
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Our Retail analyst and U.S. Internet analyst connect the dots on how technology is helping the retail industry to cash in on the future. ----- Transcript ----- Simeon Gutman: Welcome to Thoughts on the Market. I'm Simeon Gutman, Morgan Stanley's Hardlines, Broadlines, and Food Retail Analyst. Brian Nowak: And I'm Brian Nowak, Morgan Stanley's US In…
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Market Reactions to Trump Shooting & Will the AI Bubble Burst?
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Episode 365: Neal and Toby recap the assassination attempt at a rally in PA that grazed but ultimately missed former President Trump and how the markets are reacting. Then, a group of Goldman Sachs strategists are concerned the AI tech boom may actually be a bubble that could burst, leaving investors skeptical about its true payoffs. Next, the week…
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Under the Bonnet - Evenlode Investment View
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In this month's investment view, with investor focus more on electoral issues than corporate developments, and company news flows generally quiet, we focus on four portfolio companies that have released updates in recent weeks. --- Please note, these views represent the opinions of the Evenlode team as of 8th July 2024 and do not constitute investm…
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Bill Chen on Public Equity Investing in Real Estate (Part 4)
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In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill addresses premortem failure analysis, management quality, and related topics. This conversation is part four of a multi-part series. Enjoy the con…
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Financing for the future in Africa – Interview with Jesse Moore, CEO and co-founder of M-KOPA
28:12
28:12
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Jesse Moore, the CEO and co-founder of M-KOPA. M-KOPA, a leading technology startup in Kenya, helps underbanked low-income African households unlock essential products and services that improve their life qualities with fair and flexible financial choices. M-KOPA has built one of the world’s most advanced connected financing platforms, deploying $1…
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Why We Believe the Fed Will – and Should – Cut Rates Soon
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Our Head of Corporate Credit Research explains why he expects the US Federal Reserve to make three rate cuts before the end of the year, starting in September. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing you a variety of perspecti…
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Sustainability in Sports: Why the sporting world is joining the race to sustainability
37:43
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Summer is in full swing, the finals of the UEFA Euro 2024 European Football Championships take place this weekend and the Summer Olympic Games kick off later this month. So at the ESG Insider podcast, we’re turning our attention to sustainability in sports. Professional sports are big business, and as we hear from today’s guest, the sporting world …
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