Best Nomura Podcasts (2024)

1
Post Payrolls 15:22

5h ago15:22

15:22

It’s been another interesting week in global markets with equities and commodity prices having another serious wobble, and bond yields declining, surprising many. This week we consider the latest US election polling numbers and what a Trump presidency might mean for economies and markets. We also look towards the coming ECB meeting, which should be…

1
NPM Interconnections (US) - Episode 117: Karthik Rao | LineVision 27:27

10h ago27:27

27:27

On this week's episode, LineVision's VP of Client Success Karthik Rao speaks about the company's dynamic line rating technology and how it is being used by utilities to decrease congestion through software rather than through new transmission builds. Karthik also discusses the federal push for further implementation of this technology as well as hi…

1
S6E9 – Crab Pot Corner (KH3 Part 8) 1:18:45

3h ago1:18:45

1:18:45

We've reached the final Disney world of Kingdom Hearts 3: San Fransokyo from Big Hero 6! We both watched the movie this time and it turns out it's great! That's not what we're talking about this week though. Instead, we've got funny original Baymax antics (original antics, not original Baymax) and an evil little Riku. Hopefully Sora can figure out …

1
What are Archetypes and How is your life's theme connected to them? 29:57

4h ago29:57

29:57

I woke up at 3 am and had a tremendous revelation on archetypes out of the blue! I had to channel Yeshua to understand archetypes better. These topics are more intellectual & metaphysical than usual, especially in part 2 of the video. These 2 videos explore the vast connection between God, space, archetypes, and other entities like the eggregors, y…

1
NPM Interconnections (US) - Episode 116: John DiMarco | Igneo Infrastructure Partners 29:30

3h ago29:30

29:30

John DiMarco, managing director of global infrastructure fund manager Igneo Infrastructure Partners joins the podcast to discuss the status of emerging technologies such as nuclear in the wake of the ADVANCE Act signed in July by the Biden Administration, the state of the electric vehicle market and supporting EV infrastructure and clean fuels. New…

1
US Core PCE Deflator, Euro Area Inflation and Tokyo CPI 14:25

20h ago14:25

14:25

Hear from George Moran, Host & European Economist, Andrzej Szczepaniak, Senior European Economist and Ruchir Sharma, US Economist, as they review the key market drivers over the week ahead. Euro area and US inflation data should tee up central banks for more cutting in September. Chapters: US (02:40), Europe (06:36), Asia (11:29)…

1
NPM Interconnections (US + EUR) - Episode 115: Leo Moreno | Zelestra 27:20

3h ago27:20

27:20

Leo Moreno, CEO of Zelestra joins the podcast this week to discuss the company's recent rebranding from Solarpack and the aggressive expansion of its pipeline. Moreno discusses Zelestra's growth trajectory in the US and compares that with what it's doing abroad in other markets including Europe and India. He also discusses the diversification of th…

1
How You Create Your Reality - Part 2 16:14

10d ago16:14

16:14

1st part of this video: https://youtu.be/NaEuvP5EyTA Summary: This video delves deeper into the concept of creating your reality, building on the foundation laid in the previous video. The Higher Self Bubble: Your reality exists within a personal "higher self bubble," which includes everything you perceive. Collective Consciousness: The collective …

1
Some Do, Some Don’t, Some Will, Some Won’t 19:07

20d ago19:07

19:07

Hear from Andrew Ticehurst, Host & Australia Economist, George Buckley, Chief UK & Euro Area Economist, David Seif, Chief Economist for Developed Markets, and Charnon Boonnuch, Asia Economist, as they review the key market drivers over the week ahead. New Zealand and the Philippines join the rate cut pack, while the Fed remains on track to deliver …

1
NPM Interconnections (US) - Episode 114: Jonathon Kaufman | Evercore 22:42

9h ago22:42

22:42

Jonathon Kaufman, Head of Infrastructure and Energy Transition at Evercore, joins the podcast to discuss ongoing and looming market trends in M&A in both the conventional renewable and thermal space. Later in the program, he discusses the impact of data centers on capital formation, whether we might see a return to the public markets for renewable …

1
Alien-Human Hybrid Children: The Extraterrestrial Lineage (Channeling The Annunakis) 22:01

19d ago22:01

22:01

Summary of this video: - Humans are hybrids: The human species is a result of a hybridization between Homo erectus and an extraterrestrial species. - The Role of Extraterrestrials: Introduces the concept of extraterrestrial beings as benevolent beings seeking connection with humanity. - The importance of hybridization: It's essential for species ev…

1
US CPI, UK GDP and CPI and Norges Bank Meeting 17:42

15d ago17:42

17:42

Hear from George Moran, Host & European Economist, Jeremy Schwartz, Senior US Economist, and Dominic Bunning, Head of G10 FX Strategy, as they review the key market drivers over the week ahead. Market uncertainty is rife. Key data from the US and UK may set the record straight. Chapters: Week Ahead Key Themes with Dominic Bunning (01:12), US (05:11…

1
NPM Interconnections (EUR) - Episode 113: Richard Nourse & David Boyce | Schroders Greencoat 44:34

9d ago44:34

44:34

NPM Europe Co-editor Jon McNair sits down with Schroders Greencoat duo Richard Nourse and David Boyce to reflect on some of the parallels and differences between investing in European and US renewable energy assets. Founded in the UK in 2009 as Greencoat Capital, the fund manager in 2021 entered the US market and now invests across a variety of tec…

1
Divergence 18:15

11d ago18:15

18:15

Hear from Andrew Ticehurst, Host and Australia Economist, David Seif, Chief Economist for Developed Markets, and George Buckley, Chief UK & Euro Area Economist, as they review the key market drivers over the week ahead. The central bank divide widens, with a second rate hike in Japan, and a first cut in the UK. Chapters: US (02:29), Europe (11:12),…

1
18: Asma Alshebli on AD Ports Group and unicsmcr.com 45:36

12d ago45:36

45:36

Meet Asma Alshebi, she graduated with a Bachelor of Science degree in Artificial Intelligence in 2024. During her study, she did an internship at Abu Dhabi Ports Group and served as Hackathon Director for unicsmcr.com the University of Manchester Computer Science society, find out more at https://www.cdyf.me/asma…

1
17: Eman Ahsan on bentleymotors.com 58:56

12d ago58:56

58:56

Meet Eman Ahsan, she graduated with a Bachelor of Science degree in Computer Science with Industrial Experience and did a placement year at Bentley Motors in Crewe while volunteering at Code Your Future, an organisation that trains refugees and disadvantaged people to write code, see codeyourfuture.io and www.cdyf.me/eman…

1
16: Bozhidar Klouchek on Oslo, cantarus.com, Imago and recourseai.com 23:35

12d ago23:35

23:35

Meet Bozhidar Klouchek, he graduated with a Bachelor of Science degree in Computer Science with Industrial Experience in 2024. During his degree he did internships and placements at the University of Oslo, Imago, cantarus.com before taking a graduate role at recourseai.com. Find out more at www.cdyf.me/bozhidar h…

1
15: Stefania Chaplin on architecting solutions at gitlab.com and devstefops.com 42:56

13d ago42:56

42:56

Meet Stefania Chaplin, she graduated with Bachelor of Science degree in Computer Science with Business & Management in 2013 and currently works at gitlab.com and devstefops.com for the transcript and show notes see cdyf.me/stefania.By Duncan Hull

1
14: Cristian Bodnar on Improbable, Amazon Web Services, doing a PhD & Microsoft 42:44

14d ago42:44

42:44

Meet Cristian Bodnar, he graduated with a Bachelor of Science degree in Computer Science in 2018 after doing summer internships at Improbably and Amazon Web Services. He went on to do a PhD at the University of Cambridge after which he moved on to work for Microsoft Research.

1
NPM Interconnections (US + EUR) - Episode 112: Vinod Mukani | Nomura 20:33

18d ago20:33

20:33

Vinod Mukani, the Global Head of Infrastructure and Power Finance for Nomura joins the podcast this week to discuss the outlook for capital markets in the 2H24, how the forthcoming US Presidential election might influence clean energy finance and also update the current financing environment for Europe. NPM is a leading data, intelligence & events …

1
What are limiting beliefs - it's biology - Part 2 19:37

1M ago19:37

19:37

Link to the first limiting belief video as mentioned: https://www.youtube.com/watch?v=IiVgwnY41_4I channeled the answer to what beliefs are biologically speaking. This is a detailed explanation of how you create beliefs and what exactly they are, chemically speaking. Most researches focus on the psychology of beliefs, but very few research articles…

1
Powell Probably Won’t Excite, But Bailey Might 19:24

1M ago19:24

19:24

Hear from George Moran, Host & European Economist, David Seif, Chief Economist for Developed Markets, Andrzej Szczepaniak, Senior European Economist, and Yusuke Miyairi, FX Strategist, as they review the key market drivers over the week ahead. It's one of the busiest weeks on the podcast with the FOMC, BoE, BOJ, nonfarm payroll and top-tier data ou…

1
NPM Interconnections (EUR) - Episode 111: Peter Kavanagh | Harmony Energy 33:26

20d ago33:26

33:26

Harmony Energy CEO Peter Kavanagh joins NPM host Jon McNair on the podcast this week to take a look at some of the most exciting battery storage markets now emerging across Europe. After cutting its teeth in the UK, Harmony is now actively developing new projects in France, Germany, Poland and Italy, and Peter offers his views on some of the relati…

1
Is Your Destiny Fixed? Channeling Green Tara 18:51

2M ago18:51

18:51

Is destiny fixed or malleable? I loved channeling Green Tara (female Buddha) to clear some of the doubts & confusion I had about fate & parallel realities. In this video, you will discover:* Destiny is a Paradox: It's both predetermined and influenced by free will.* Destiny as Unfolding Your Theme: You choose a specific theme to experience in life,…

1
A Staggered Start 16:20

2M ago16:20

16:20

Hear from Andrew Ticehurst, Host and Australia Economist, Jeremy Schwartz, Senior US Economist, Andrzej Szczepaniak, Senior European Economist, and Jeong Woo Park, Asia Economist, as they review the key market drivers over the week ahead. The easing cycle has commenced, but central banks are running their own race. Chapters: US (01:13), Europe (06:…

1
You create your illnesses & you can heal it too - Channeling The Arcturian Council 17:56

1M ago17:56

17:56

Did you know illnesses are created by negative emotions and thoughts? Discover… The Mind-Body Connection: Your thoughts and emotions can create physical illness in your body. How Emotions Affect the Body: Emotions are like signals that tell your body how to respond. Positive emotions create positive responses, while negative emotions stored in your…

1
NPM Interconnections (US) - Episode 110: Nicole Steele | U.S. Department of Energy 27:06

27d ago27:06

27:06

Nicole Steele, Workforce and Equitable Access Program Manager at the U.S. Department of Energy Solar Energy Technologies Office, joins NPM Reporter Michelle France on this week's podcast. Steele discusses the Least-Cost Optimal Distribution Grid Expansion model (LODGE) currently under development, which aims to identify cost-effective ways communit…

1
S6E8 – How About Thirty Crabs? (KH3 Part 7) 1:30:50

2M ago1:30:50

1:30:50

Yo ho, yo ho, the Pirates in KH3 This week, we went to the CaribbeanWe didn't like it, yo hoThe cutscenes were boring and we were snoringWake up, me hearties, yo ho Yo ho, yo ho, the Pirates in KH3 Luxord was there and he tried to parleyFor the Master's black box, yo hoJack gave it away, Sora's notice delayedIt was kind of funny, yo ho Yo ho, yo ho…

1
Meet Aliens Face to Face - Channeling Hans & Sheila (Sassani) 8:53

2M ago8:53

8:53

I channeled Hans & Sheila again! This time this jovial twins talk about how you can become the best version of yourself. And how will prepare you for open contact with extraterrestrials like them!In this video, you will learn about:* How to Raise Your Vibration to Meet Extraterrestrials: * By letting go of negative emotions, limiting beliefs, and p…

1
What are limiting beliefs? 12:49

2M ago12:49

12:49

Are you wondering why you are experiencing repeated negative patterns in your life? Or so many challenges or triggers? The less known fact is that they are sponsored by ‘limiting beliefs’. Everyone has limiting beliefs, but very few are aware that they do. You can release them when you understand how they control your life. In this video, I shared:…

1
Crunch time in Europe 14:00

2M ago14:00

14:00

Hear from George Moran, Host & European Economist, George Buckley, Chief UK & Euro Area Economist, and Hannah Liu, China Economist, as they discuss the key drivers for global markets next week. Europe will be in focus this week with crucial UK data and ECB rate decision due. China is also likely to face continued economic pressure. Chapters: US (01…

1
S6E7 – You Can Only Do Ice? (KH3 Part 6) 1:14:47

2M ago1:14:47

1:14:47

Frozen is a movie about a girl with ice powers losing control and freezing her kingdom in the summer. This is why it's funny that we're talking about Arendelle in July! We did it on purpose! A lot of people say this is an all-time low for the series. It's not very good, but it still has its moments in between trips up and down the mountain. They fi…

1
Let’s Get Political 16:38

2M ago16:38

16:38

Hear from George Moran, Host & European Economist, David Seif, Chief Economist for Developed Markets, and George Buckley, Chief UK & Euro Area Economist, as they discuss the key drivers for global markets next week. Political events are moving fast in the UK, France and the US, but markets will probably move the most, as they typically do, on US CP…

1
Election Time 14:35

2M ago14:35

14:35

Hear from Andrew Ticehurst, Host and Australia Economist, Ruchir Sharma, US Economist, and Andrzej Szczepaniak, Senior European Economist as they discuss the key drivers for global markets next week. The focus turns to elections over the coming week, but inflation still matters. Chapters: U.S. (01:15), Europe (05:34), Asia (10:41)…

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