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Macro Mondays

Andreas Steno Larsen

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每周
 
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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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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The Evenlode Podcast

Evenlode Investment

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每月+
 
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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Making Markets

Colossus | Investing & Business Podcasts

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每周
 
Making Markets explores the psychology and structure that make up markets all over the world. Each week, Eric Golden speaks to experts about a different market so you can see what actually happens when money changes hands. From mainstream stock and bond markets to esoteric niches like vineyards, antique art, and crypto, we explain the transactions that underpin our economy. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.
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Gamecraft

Mitch Lasky / Blake Robbins

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每月
 
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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Watch the best Europeans in biotech to grow. Hosted by Philip Hemme. 10k 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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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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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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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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Advertising Influencers: Conversations with Marketing Thought Leaders

Instapage: The Most Powerful Landing Page Platform | Ander Frischer

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每月
 
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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The Online Teaching Lounge

American Public University

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每月
 
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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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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Has the volatile Polymarket betting on the US Presidential Election boosted the USD and what does this tell us about markets and the likely reception of a Trump win? We cover the outlook for US inflation and growth as well as the ECB cutting season and the chances of a jumbo cut at their next meeting. Read more about Andreas' new macro strategy rig…
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This week again, I’m again on the other side of the mic, as I’m interviewed by Joe Magyer, the founder of Seaplane Ventures. This is a wide-ranging conversation where we talk about the Fed rate cut, cover different asset classes including VC, PE, Fixed Income, and Public Equities, and my journey in building Canopy Capital. This episode first appear…
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In this episode, Taylor shares his biggest critique of cost controls in digital advertising. Join Richard and Taylor as they explore the limitations of cost controls, including the challenges of relying on human logic and consistency in a constantly evolving ad landscape. They dive into the role of AI in ad management, the struggle to trust automat…
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Get ready for the holiday season with expert SEO insights designed to help you maximize organic traffic and boost revenue! In this episode Richard sits down with Travis Bichelle, CTC’s Director of SEO, to break down essential SEO strategies tailored for Q4 and holiday promotions in 2024. From understanding organic search declines to building robust…
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The Beijing "fiscal bazooka" has been center of attention in global macro in recent weeks, but what did we actually get from the Chinese government and what is the outlook for the Chinese economy? We also cover the upcoming USD liquidity tsunami and how that should affect your risk balance in USD markets. Monetary Metals pays a yield on gold and si…
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Eric and Matt share insights on the market's performance through the third quarter of 2024, highlighting the S&P rising by 6% and a significant 50 basis point rate cut by the Federal Reserve, the first since the pandemic. Eric reflects on market sentiment and the complexities of predicting Fed actions, addressing the contrasts between past and pres…
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In 2024, working with over 67 eight-figure ecommerce brands gave us an insider view of what it really takes to produce sustainable profit in today’s competitive landscape. These brands not only achieved significant revenue but also balanced it with strategies that drove genuine profitability—no easy feat in the current market climate. In this in-de…
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In this month's investment view, we provide an update on three companies that highlight some key themes within the portfolio. --- Please note, these views represent the opinions of the Evenlode team as of 1st October 2024 and do not constitute investment advice. Past performance is not a reliable indicator of future results. The value of investment…
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In this joint Big Picture-Emerging Market Decoded episode, our regional analysts highlight the key US policy areas to watch in Europe, Asia-Pacific and Latin America -- and discuss which economies and sectors could be at risk if policies were to dramatically change. Guests: Sarah Carlson, Senior Vice President, Sovereign Risk Group, Moody's Ratings…
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In this episode, we look at the cultural transformation that took place at Common Thread Collective, shifting from an employee-centric approach to a standards-centric model. Join us as Taylor and Dane Sanders, CTC's VP of Employee Development and Performance, discuss how rethinking company culture can drive profitability, enhance team performance, …
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Is the Fed cutting into strenght, and will the economy make a comeback into 2025? We look at the models after the NFP surprise. Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage and insurance. Right now, you can earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their l…
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My guest this week is Robbie Cannon. Robbie founded Horizon Investments in 1999 and grew the company to $7B in AUM before selling in 2021. Today, he takes us on a tour of the asset management industry. We cover many fascinating topics, such as the industry's evolution over 25 years, the blurring of lines between wealth and asset management, oligopo…
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In this month's investment view, inspired by the Olympics and Paralympics, we share our thoughts on sporting goods, an area of consumer goods that has had to balance on the narrow bar between performance and fashion. --- Please note, these views represent the opinions of the Evenlode team as of 27th September 2024 and do not constitute investment a…
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Looking to boost your holiday sales? In this episode, Richard and Tommy Lamb, Director of Email and SMS at Common Thread Collective, break down the key email and SMS strategies you need for Black Friday, Cyber Monday, and the holiday season. Key Takeaways: Data Integrity: Clean up your email data for more effective campaigns. Audience Segmentation:…
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Institutional reforms, policy reversals, debt restructurings and the prospect of new hydrocarbon production are leading to gradual improvement in some sovereigns’ creditworthiness from weak levels. Guest: John Walsh, Analyst, Sovereign Risk Group, Moody's Ratings Host: Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings Related Rese…
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In this episode Richard and Taylor, dive deep into the often overlooked challenge of business goal setting and shareholder value. Why do so many entrepreneurs fail to pay themselves, even when their businesses are thriving? Taylor shares his insights on the cultural norms, financial misconceptions, and psychological traps that keep business owners …
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We’re in Basel 🇨🇭 with the CEO of Nouscom, one of the top EU immuno-oncology biotechs in the cancer vaccine space, Marina Udier.We talked about cancer vaccines and Nouscom’s platform. We also discussed the importance of focus for success and her career.⭐️ ABOUT THE SPEAKERMarina was recommended to me by one of her investors. She has an inspiring st…
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The rally in Chinese-linked assets is one of the most bizarre seen in newer financial markets history. Is the Chinese stimulus package a game-changer or is it insufficient to structurally turn the tide? Meanwhile, a wave of liquidity will arrive in Q4. Monetary Metals pays a yield on gold and silver in physical ounces of metal, with free storage an…
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In this episode, we're diving deep into the latest Black Friday trends for 2024. Join Richard and Taylor as they break down the key data from our Black Friday/Cyber Monday offer database. We’ll discuss the rising discount rates, creative offer strategies, and how macroeconomic trends are shaping this year’s ecommerce landscape. Whether you're a bra…
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In this episode, Richard and Taylor discuss one of the biggest challenges founders face: the balance between human connection and data driven decision making. While much of business focuses on metrics and analysis, Taylor shares insights from recent in person conversations with clients and fellow CEOs that reveal a different story. They discuss the…
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We digest the jumbo cut and take a deep dive into what our models tell us about the ideal positioning in this scenario. We also cover key risk areas - both in the Middle East and in the US hiring numbers. Check out the episode on youtube to see the graphs & videos we look at. Monetary Metals pays a yield on gold and silver in physical ounces of met…
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In this episode, Deepak and Shray dive into the intricacies of mutual funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). We analyze the tax benefits of mutual funds, highlight the liquidity advantages, and compare them with PMS and AIF in terms of fees, transparency, and investment flexibility. We also discusses why…
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My guest today is Jerry Derevyanny, a partner at Bengal Capital, a cannabis investing firm. Jerry has been a part of the regulated Cannabis industry since 2014, and today he shares the nuances of investing in this growing and unique industry. I enjoyed listening to Jerry’s frameworks for the industry, such as Ants versus Locusts, the similarities a…
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In this episode, Richard sits down with Aileen McKenna, Director of Creative Strategy and Performance, to discuss the ultimate creative strategy for the 2024 holiday season. Together, they break down how to approach each phase of the holiday shopping period, from the "7 Peaks and 1 Valley" concept to optimizing creative for Black Friday, Cyber Mond…
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In this month’s edition of the DTC Index, we take a comprehensive look at the state of ecommerce as we recap August's performance and prepare for the crucial Q4 holiday season! Join our expert panel as they unpack valuable insights that can shape your strategy in the coming months. What You’ll Learn: August Performance Recap: Discover how seven-fig…
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In this episode, Richard and Taylor explore what it truly means to be a change agent within an organization. Drawing from their experiences at Common Thread Collective (CTC), they dive into the challenges and rewards of driving meaningful change without relying on external crises. Key Topics Discussed: Embracing Conflict: Understanding why willingn…
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Risk exposure is highest for those directly involved in the region’s three main hotspots. But the knock-on economic effects of the tensions have the potential to hurt, or help, other APAC governments. Guest: Anushka Shah, Vice President - Senior Credit Officer, Sovereign Risk Group, Moody's Ratings Host: Vittoria Zoli, Analyst, Credit Strategy & Gu…
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We evaluate last week's key CPI numbers and look ahead to the FOMC meeting this week. While a cut seems destined, it's going to be extremely key whether the Fed opts for a 25 or 50 bp cut. We gauge the chances and talks positioning - including Fixed Income and Commodities. Check out the episode on youtube to see the graphs & videos we look at. Reme…
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My guest this week is David Nadig. David is the Financial Futurist for ETF Trends and ETF Database and has had over 25 years of ETF experience. We start off by acknowledging the debate over active and passive investing. David and I discuss the potential dangers of passive funds on market discovery, the inelastic markets hypothesis, and the effects …
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In this episode, Richard and Taylor dive into a crucial yet often overlooked aspect of business success: the relationship between entrepreneurs and their accountants. Taylor shares insights from his recent talk at an accounting conference in Toronto, where he explored how accountants can bridge the gap with marketers and become invaluable strategic…
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This episode is unlike any other — we’re excited to introduce you to CTC's first ever AI bot guest! Join Taylor as he sits down with Jacob Posel, who is a real human, designed to revolutionize the way we think about creative strategy in ecommerce. From discussing how AI is streamlining creative workflows to understanding the impact of machine learn…
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In this episode of the Capitalmind Podcast, we take a deep dive into the world of unlisted and private securities. We’ll cover key topics such as: What exactly are unlisted and private securities? How do you value them, and what complexities should you watch for, like liquidation preferences and ratchets? Who can you sell these securities to, and w…
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It's been another red week in markets, so we take a closer look at the macro factors driving the development and what the outlook is for the coming weeks and months. We look at US liquidity trends as well as growth trends in China - who both could be pointing at a worse and stickier sell-off. Finally, we touch upon the US presidential debate tomorr…
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My guest today is Nir Kaissar. Nir is the founder and portfolio manager at Unison Advisors and one of my favorite economic commentators/columnists at Bloomberg. Today, he joins us for a wide-ranging discussion on the US economy. We start with the disconnect between the strong economic numbers and the sentiment amongst the population. We then cover …
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Get ready for the holiday season with essential Google Ads strategies that will help you maximize your sales and profitability! In this episode, Richard is joined by Tony Chopp to discuss the six critical steps you need to take to optimize your paid search campaigns for the upcoming holiday rush. From mastering promotional visibility to understandi…
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