TheMacroView Uses History, Statistics & Logic to discuss REAL issues facing the US and the World today, mostly from a Macroeconomic standpoint.
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Each and every Sunday, former Global Chief Strategist of Nordea Bank, Andreas Steno, invites colleagues and friends of Steno Research to share their views on the world of macro and geopolitics with loads of actionable content. We will maintain FULL independence without capital interests in having specific views and provide 100% transparency around how we trade and view the world The podcast will be the most entertaining and yet serious podcast in the Macro Space and as you will notice our tr ...
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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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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2020 transformed the world of ecommerce forever. For the modern DTC brand, the rewards have never been greater. But the waters have also never been choppier, and the way forward has never been more uncertain. So how do you navigate this dangerous new reality? No matter how you do it, you’d better not do it alone. That’s where the Ecommerce Playbook Podcast comes in — join Common Thread Collective’s Taylor Holiday & Richard Gaffin as they bring you guiding insights from across CTC’s portfolio ...
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A narrative news show about the trends shifting our carbon-based economy. Each week, host Stephen Lacey digs into the business and technology stories that explain the rise of clean energy, the challenge to fossil fuels, and how the energy system is transforming in dramatic ways. Produced by Latitude Media.
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Gamecraft is a limited series about the modern history of the video game business. Beginning in the early 1990's, the video game business began a radical transformation from a console and PC packaged goods business into the highly complex, online, multi-platform business it is today. Game industry legend Mitch Lasky and game investor Blake Robbins go on a thematic tour of the last 30 years of gaming, exploring the origins of free-to-play, platform-based publishing, casual & mobile gaming, fo ...
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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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Moody’s experts from around the globe and external guests join hosts Scott Phillips and Vittoria Zoli discuss macro, financial and credit trends shaping the world of emerging markets. Published by Moody’s Investors Service.
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In this podcast, Vinnie will talk about Materials Science and Engineering focused on Metallurgy, Materials micro/nano properties and features which lead to the macro-ones. He is a Materials Engineer Graduated from the Federal University of São Carlos (UFSCar) - Brazil (2020) and has a Master's Degree in Materials Science and Engineering (2023). He is currently a doctorate candidate at the Materials Engineering Department at UFSCar. Don't forget to follow the Podcast on Instagram:https://www. ...
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Welcome to the Property & Investor Podcast. The podcast where we speak to some of the most interesting, inspiring and resilient people in property, investing and beyond. With your host Paul Lanfear.
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Watch the best Europeans in biotech to grow. Hosted by Philip Hemme. 15k monthly views. Free. Guests include Antoine Papiernik @Sofinnova, Werner Lanthaler @Evotec, Ingmar Hoerr @CureVac, Bernat Olle @Vedanta, Johannes Fruehauf @BioLabs, Rodger Novak @CRISPR Tx, Agnete Fredriksen @Nykode, Mike Ward, Thomas Clozel @Owkin, Marc de Garidel @Abivax, and Sander van Deventer @VectorY & Forbion. Your host Philip animates the conversation to dig out exciting, and sometimes contrarian ideas.
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John is a visionary who is navigating uncharted waters providing truth and fresh ideas in this new paradigm shift and great awakening. He has made it his mission to expose the Deep State and the Shadow Government at every turn awakening, inspiring and motivating those he reaches to contribute to creating a better world Looking for a fresh perspective on the world we live in? Look no further than John Michael Chambers' dynamic new show, "40,000 Foot View I Engaging Conversations." With a macr ...
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An investing podcast where we talk about our thoughts on the market and companies while mixing in some delicious whiskies. Find us on Facebook! https://www.facebook.com/StocksAndScotch
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Advertising Influencers: Conversations with Marketing Thought Leaders
Instapage: The Most Powerful Landing Page Platform | Ander Frischer
Marketing thought leaders, CMOs, and VPs from the heart of Silicon Valley and beyond, share their stories of breaking through the noise to build respected brands and successful businesses. Each episode focuses on the innovative ways these masters of marketing deliver the right message to the right audience — all with an emphasis on lowering the cost of customer acquisition. Your host Ander Frischer, Marketing Educator at Instapage, asks the questions you want answered and to gets the core of ...
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My view of the world
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Just like the website and community, our podcast is about sharing the secrets behind reaching your weight goals.
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Online teaching can be challenging, rewarding, engaging, and fun. American Public University brings you the Online Teaching Lounge, a podcast for educators, academics, and parents featuring online teaching tips, topics, and strategies. To learn more, visit StudyatAPU.com. Hosted on Acast. See acast.com/privacy for more information.
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Hosted by Reef Builders
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RX'D Radio is a unique blend of science, strength and clinical experience. Hosts Dr Jordan Shallow DC and Dr Jordan Jiunta DC offer up an insightful and sometimes irreverent perspective on all things health and fitness. Both competitive athletes in Powerlifting and CrossFit respectively, these two leave no stone unturned with their hilarious, insightful dissection of the most common misconceptions, gimmicks and accepted practices in the fields of training, nutrition, injury rehabilitation an ...
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CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
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Workplace Innovator Podcast | Enhancing Your Employee Experience | Facility Management | CRE | Digital Workplace Technology
Eptura™
The Workplace Innovator Podcast, hosted by speaker, entrepreneur and answer-man Mike Petrusky, offers real-world insights from top facility management & workplace leaders on how to use tech, talent and tenacity to create the best workplaces on earth. Powered by Eptura™, The Workplace Innovator helps corporate real estate, facility management, IT, and HR leaders design incredible “friction-free” workplace experiences that fuel employee productivity, tech innovation and optimal space utilizati ...
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Bitcoin is the future of money, that is my firm belief. I use this show to learn more about this phenomenon, and its various implications, from some of the brightest minds in the space, and beyond. I'm not trying to educate or inform anyone, I'm sharing my own journey of attempting to understand bitcoin, and delving in to some of the less obvious, but incredibly profound, aspects of its emergence in the global culture.
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هرتجربه = یک درس آموزنده !
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After a dizzying week of economic and market activity, our Head of Corporate Credit Research breaks down the three top stories. ----- Transcript ----- It’s been a whirlwind week of economic activity in the markets as we enter the dog days of summer. Our Head of Corporate Credits Research breaks down three top stories. Welcome to Thoughts on the Mar…
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We are at war! A nation in crisis | 40K FootView with JMC Ep. 12
59:21
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The pressing challenges and pivotal moments that define our nation today. Featuring the insights of "Patriot Streetfighter" Scott McKay, this episode covers a range of critical topics, including an analysis of the Trump assassination attempt, the 2024 election landscape, and the greatest threats facing humanity today. Join us as we explore urgent e…
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Market Moves - Evenlode Global Investment View
6:17
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In this month's investment view, we examine the broad shape of share price moves in recent times and, in comparison, the air of calm that prevails in the Evenlode Global Income portfolio. --- Please note, these views represent the opinions of the Evenlode team as of 29th July 2024 and do not constitute investment advice. Past performance is not a r…
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Our Chief Global Cross-Asset Strategist, Serena Tang, explains where funds are moving across global markets currently, and why it matters to investors. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Serena Tang, Morgan Stanley’s Chief Cross-Asset Strategist. Along with my colleagues bringing you a variety of perspectives, today I’ll …
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ICP Calibration Explained - Behind the Scenes at Triton Lab
1:22:44
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In this session, we talk with the owner of Triton Labs, Ehsan Dashti about all things ICP and N-DOC testing. We also ask the question everyone wants the answer to....how often and how are these machines calibrated? Merch: https://store.reefbuilders.com Subscribe Apple: https://podcasts.apple.com/us/podcast/reef-therapy/id1560874970?uo=4 Subscribe S…
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As Generative AI continues to accelerate, some agencies will be better positioned than others to reap the benefits. Our Europe Media & Entertainment analyst, Laura Metayer, explains. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Laura Metayer, from the Morgan Stanley Europe Media & Entertainment team. Along with my colleagues bringi…
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Investment Exchange Forum: India - Elections, Modi, and the investment landscape
40:19
40:19
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Rich Excell CFA, CMT is joined by renowned economic Lyric Hughes Hale of EconVue who is an expert on Asia economies and geopolitics. Lyric last joined Rich to talk about China after the last National Party Congress. Now she is on to discuss the seminal elections in India, what we need to know as investors, and what we might expect from the politici…
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E538: 3 C’s of Coaching with Luka Hocevar
1:13:20
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A later cycle economy and continued uncertainty means that investors should be remain wary of cyclicals such as small caps, explains Mike Wilson, our CIO and Chief US Equity Strategist. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief US Equity Strategist. Along with my colleagues bringing yo…
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In this episode, Richard Gaffin, and Luke Austin go deep into the concept of incrementality. They discuss how CTC helps brands answer three critical questions for a predictable and profitable ecommerce growth plan: What should my total budget be to maximize profitability? How should this budget be allocated across channels for the most incremental …
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Ep. 315: “We Have Enough Data” – Smart Buildings and the Science of Improving our Workspaces with Dr. Elizabeth C. Nelson of Smart Building Collective
21:54
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Dr. Elizabeth C. Nelson is Co-Founder and Head of Innovation & Content at Smart Building Collective and author of “The Healthy Office Revolution” with a PhD in biomedical engineering that focuses on our complex relationship with technology and a better way of living and working. Mike Petrusky asks Elizabeth about her research into how leaders can c…
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Our sustainability strategists Stephen Byrd and Tim Chan discuss what’s driving new opportunities across the global nuclear power sector and some risks investors should keep in mind. ----- Transcript ----- Stephen Byrd: Welcome to Thoughts on the Market. I'm Steven Byrd, Morgan Stanley's Global Head of Sustainability Research. Tim Chan: And I'm Tim…
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Macro Mondays #59 - Stop worrying about employment and look forward!
37:54
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We take a closer look at last weeks correction and the outlook for risk assets. Furthermore, we dive into this week's BoJ and Fed Meetings and preview the non-farm payrolls and ISM manufacturing numbers. Hear why you should stop worrying about employment figures and look forward instead! Remember to check out the links below. Token2049 week in Sing…
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E537: World Views and Model Building with Dr. Pat Davidson PhD
1:20:43
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Shallow welcomes Dr. Patrick Davidson as they discuss the role of academia in the fitness industry. They reflect on the cycles and trends in the industry and the need for patience and discernment. Dr. Davidson shares his thoughts on specialization versus generalization and the need for a holistic approach. He also discusses the importance of establ…
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The Reef Aquarium Hobby From a Wholesaler's Point Of View
47:29
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In this session, we talk with one of the owner's of Vibrant Corals and Fish about the industry from a wholesaler's point of view. This was a fun impromptu session in Caleb's office at the shop! Vibrant Corals and Fish: https://vibrantcoralsandfish.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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This episode provides a realistic look at the behind-the-scenes of the coaching profession. The conversation examines the mindset and work ethic required to succeed in the fitness industry. It discusses the need to go beyond convenience and prioritize personal growth and development. Join the Pre-Script® Level 1 Opt-In list now. Learn more at https…
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Our head of Corporate Credit Research, Andrew Sheets, notes areas of uncertainty in the credit, equity and macro landscapes that are worth tracking as we move into the fall. ----- 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 variet…
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Markets are contending with greater uncertainty around the US presidential election following President Biden’s withdrawal. Our Global Head of Fixed Income and Thematic Research breaks down what we know as the campaign enters a new phase. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fi…
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It's been a few week since Tony Zhang PhD, CFA and Rich Excell CFA, CMT have sat down to discuss the markets. Since then, we have not only seen some historic events in politics but we have moved into the middle of an important earnings season, where the bar is very high. Throw in weakening economic data, and it is tough for investors to navigate. D…
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Our Chief Asia Economist explains how the region’s economies and markets would be affected by higher tariffs, and other possible scenarios in the US elections. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Chetan Ahya, Morgan Stanley’s Chief Asia Economist. Along with my colleagues bringing you a variety of perspectives, today I’ll …
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In this episode, we are thrilled to have Nick Stoltz, Chief Strategy Officer at Measured, as our guest. Join us as we jump into the world of ecommerce measurement, focusing on the critical topic of incrementality.Nick shares his extensive experience in the industry, discussing the importance of accurate measurement and how it has evolved over the y…
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E535: Beyond Biomechanics: Strategies for Durability and Performance in Athletes with Killian Hamilton
54:26
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Jordan and Killian discuss the evolution of training and the importance of considering the demands of sport when designing exercise programs. They touch on the importance of isometrics in training, particularly for youth athletes as well as the benefits of yielding isometrics and how they can be used to improve neuromuscular control, eccentric stre…
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Our Head of Global Autos & Shared Mobility discusses what makes humanoid robots a pivotal trend with implications for the global economy. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Adam Jonas, Morgan Stanley’s Head of Global Autos & Shared Mobility. Today I’ll be talking about an unusual but hotly debated topic: humanoid robots. …
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In this episode of the podcast, Richard and Taylor jump into some of the hottest topics in ecommerce right now. Fresh off the July 4th weekend tweet, Taylor shares his hottest ecommerce takes that have sparked conversations and debates across the industry.Highlights from the episode:-The importance of creating more ads and why having a top-notch vi…
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Ep. 314: “The State of the Circular Workplace” – Exploring the Value of Circularity in Facility Management with Trevor Langdon of Green Standards
22:24
22:24
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Trevor Langdon is CEO at Green Standards, a global workplace decommissioning firm that measures and maximizes environmental, social, and governance (ESG) value. Mike Petrusky asks Trevor about the importance of understanding the circular economy in workplaces and the significant role facility managers play in reaching sustainability goals. They dis…
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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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Kenya protests highlight transmission of social risk to sovereign creditworthiness
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The opposition to proposed tax hikes impedes the government’s ability to increase revenue and reduce debt. Similar risks exist for other emerging market sovereigns too. Guest: David Rogovic, Vice President - Senior Credit Officer, Sovereign Risk Group, Moody’s Ratings Host: Scott Phillips, Head of Emerging Markets, Credit Strategy and Research, Moo…
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Hi, how are you doing? I've been focussing on explain the Marvel Technology on YouTube, would you like to listen more about it? Let me know in the survey.By Vinícius Aranda
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Macro Mondays #58 - What will Kamalanomics look like?
42:11
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Join the team talking Kamala on economics, the great rotation, the CCP plenum & much more. Remember to check out the links below. Token2049 week in Singapore - 16-22 September. https://www.asia.token2049.com/tickets 15% Discount Code: realvision FREE macro newsletter - https://stenoresearch.com/free/ Find out more at www.stenoresearch.com/subscribe…
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E534: From Trainer to Business Owner: The Path to Entrepreneurship in the Fitness Industry
1:00:48
1:00:48
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Jiunta and Bugera discuss the progression from being an in-person trainer to becoming an online coach and eventually a business owner. They emphasizes the importance of taking the time to gain experience and develop skills in a box gym setting before making the leap to online coaching. Tune in to hear all about the risks and challenges that come wi…
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Suzanne Smith … Renters Rights Under Labour
1:01:05
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Suzanne Smith … Renters Rights Under Labour Landlord | Blogger | Podcaster | Former General Counsel Suzanne Smith is a lawyer turned self-managing landlord with a portfolio of houses in Maidstone, Kent. She came to property investing fairly late when she “retired” as a corporate lawyer at the age of 51, after working for 25 years in senior in-house…
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E533: The Influence of Targeted Advertising
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Join Mac and Thayer as they dive into their personal encounters with targeted advertisements and the irresistible allure of online shopping. In this episode they explore the effectiveness of targeted advertising and the clever justifications consumers make for their purchases. This conversation sheds light on the power of advertising to influence b…
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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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The Surprising Link Between Auto Insurance and Inflation
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9:26
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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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From Tweet to Transformation: Introducing the CTC Global Accelerator Program
38:29
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Welcome back to the eCommerce Playbook Podcast! This episode is extra special because we’re revealing something groundbreaking. Back in January, Taylor tweeted about finding a "magical wizard" who learns faster and works harder than anyone we’ve ever met. Today, we unveil that wizard and share an exciting new service. Meet Joy Sharma, the genius be…
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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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E532: Beyond Macros: The Full Spectrum of Nutrition
55:27
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Join Dr. Dwayne Jackson and Dr. Jordan Jiunta as they dive into the world of nutrition and its crucial role in achieving optimal body composition. The guys go beyond the basics of macronutrients to explore the psychological, social, and biological aspects of nutrition. Discover the importance of food quality, realistic goal setting, and the potenti…
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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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How Community Science Experiments Can Change the Reefing Hobby
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In this session we chat with Dr. Eli Meyer and Dr. Andrew Bouwma about the first ever Reef Builders community science experiment. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Reef Builders, Inc.
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State of the Industry - First Half of 2024 Recap
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Welcome back to the eCommerce Playbook Podcast, State of the Industry edition! This special biannual mega episode dives deep into the first half of 2024, comparing it against the first half of 2023 to answer the burning question: How is the ecommerce industry doing?Key Topics Covered:-Year-over-year e-commerce trends for H1 2024 vs. H1 2023-Insight…
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Our final episode: The top stories of 2024 so far
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Some news: this will be our final installment of The Carbon Copy. But don’t go anywhere! Later this fall, the feed will be transformed into a new show that will profile the people architecting the clean energy economy. We promise it will be a valuable part of your media diet. For our last episode, we brought back some old friends: Jigar Shah, direc…
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Ep. 313: “Workspace Made Easy” – Demystifying the Workplace and Creating Fantastic Work Environments with Kursty Groves Knight of Shape Work Life
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Kursty Groves Knight is an Author, Speaker and Workplace Innovation Consultant at Shape Work Life where she is passionate about inspiring people to make inspiring spaces for inspiring work. Recorded in London, Mike Petrusky asks Kursty about her new book, co-authored by past guest Neil Usher, called “Workspace Made Easy – A Clear and Practical Guid…
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