Capital Economics, a world leading provider of macroeconomic insight, presents The Weekly Briefing – the show with all you need to know about what's happening in the global economy and markets. From the Fed's next move to China's slowdown to the global housing bust, each week, our team of economists take apart the big economic and market stories and highlight the issues that investors should be paying more attention to.
…
continue reading
1
Story Time with Mama V - Children entertainment and a welcomed break for the parents.
Victoria Pellegrino
Victoria Pellegrino aka Mama V reads children's stories in a dynamic story-telling style that's sure to catch and keep your child's attention. Whether you're in the car with a bored child or at home, exhausted at bedtime, a story read by Mama V is only a push play away. The stories read on this show are a mix of brand new stories as well as retellings of fairy tales and other children's classics. Let Mama V be the other voice that reads stories to your children.
…
continue reading
Julia La Roche brings her listeners in-depth conversations with some of the top CEOs, investors, founders, academics, and rising stars in business. Guests on "The Julia La Roche Show" have included Bill Ackman, Ray Dalio, Marc Benioff, Kyle Bass, Hugh Hendry, Nassim Taleb, Nouriel Roubini, David Friedberg, Anthony Scaramucci, Scott Galloway, Brent Johnson, Jim Rickards, Danielle DiMartino Booth, Carol Roth, Neil Howe, Jim Rogers, Jim Bianco, Josh Brown, and many more. Julia always makes the ...
…
continue reading
Ready to dive into investing but feeling overwhelmed by financial jargon? Picture yourself learning alongside two friends: one a beginner investor like you and the other a 15-year finance expert. Meet Market MakeHer, your go-to self-directed investing education podcast. We ask the questions you are thinking and answer with fun analogies without the financial jargon. We share free tools and resources from your brokerage firm, so you not only know how it works, but how to actually invest. Get ...
…
continue reading
What is GOOD?! Looking to create more joy, FUN and fulfillment in life? Join International Speaker, Paul J Long and his featured guests as they draw attention to more of what's GOOD in life as opposed to what's not. Laugh, think and learn in this lighthearted podcast intended to help identify ways to improve quality of life both at work and at home.
…
continue reading
Mark Haney is a serial entrepreneur, angel investor, and media personality who has founded or funded a portfolio of 30+ Sacramento-based companies across various industries including: new media, tech, consumer products, real estate, construction, transportation, distribution, and security. Mark's accomplishments include successfully exiting a Rocklin, CA based enterprise that maintained hundreds of employees and generated over $200M in annual revenues. Having scaled the entrepreneurial mount ...
…
continue reading
New Zealand's leading Shopify Plus and eCommerce agency Zyber Digital discuss all things eCommerce and succeeding online. Weekly guest speakers from global brands and industry insiders.
…
continue reading
What Is A Bond? What Are The Different Types Of Bonds? How Do You Buy Bonds? In this episode of the Market Maker Podcast, Jessie and Jess delve into the world of bonds, discussing their significance in the financial market, the mechanics of how they work, and the various types of bonds available for investment. Explore the relationship between inte…
…
continue reading
Is it good to be happy all the time? Or is it bad to be mad? The book No Bad Feelings written by Jenni Nakken explores the conversation of feelings being regular every day emotions. Listen in to the full story and make sure to check out the physical book on AMAZON. Please leave a rating and a review on Apple Podcasts, Spotify or Youtube. Reviews an…
…
continue reading
1
#195 Chris Whalen On Why The Fed Is Afraid To Really Fight Inflation
35:45
35:45
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
35:45
Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns to the show for episode 195 to discuss the current state of the economy. ✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Paid endorsement for Public Investing…
…
continue reading
1
What that payrolls report means for the Fed, the ECB's balancing act, recession risks and more
12:41
12:41
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
12:41
That August payrolls report was one of the more keenly awaited data releases in a while – but what do its details suggest about how the Fed is likely to start monetary easing when it meets later this month? On the latest episode of The Weekly Briefing from Capital Economics, Chief North America Economist Paul Ashworth and Group Chief Economist Neil…
…
continue reading
1
51. What is the Business Cycle? Why Does it Matter NOW?
35:27
35:27
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
35:27
We are revisiting the business cycle and how it relates to the menstrual cycle, much like we did in Episode 13 on Recessions, but we compare the phases in each cycle, side-by-side this time and break it down further. What Is The Business Cycle? The Business Cycle is Periods of economic expansion and contraction based on the 3-Ds we discussed last…
…
continue reading
What happens when a Zebra becomes friends with a Unicorn? ZOZO The Zebra Finds Her Sparkle written by Sarah Mallen is exactly about that special friendship. In this story we meet ZOZO the Zebra who begins her day by helping a butterfly detangle out of a web. ZOZO is feeling pretty good about herself, but then she meets a pink sparkly unicorn. ZOZO …
…
continue reading
1
#194 Dr. Art Laffer: If Trump Wins And Follows The Economic Policies Of His First Term We Could See A Renaissance In America
59:38
59:38
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
59:38
Dr. Art Laffer, one of the most influential economists of the past half-century, joins Julia La Roche for episode 194. Dr. Laffer is the founder and chairman of Laffer Associates, an economic research and consulting firm. Known as the "Father of Supply Economics," he is famous for developing the Laffer Curve, a representation of the relationship be…
…
continue reading
1
August payrolls preview, China's confused policy moves, key risks to watch and more
20:30
20:30
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
20:30
August’s US employment report release on Friday will be the coming week’s must-watch market event. On the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing talks about what we’re expecting and how the outcome could influence the anticipated start of Fed easing this month. Neil also discusses China’s c…
…
continue reading
1
50. SMU: NVDA Earnings, Market Participation & Fed Expectations
35:24
35:24
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
35:24
Stock Market Update (SMU) Let's discuss and demystify the recent volatility in the stock market, NVDA earnings, Jackson Hole highlights including rate cuts, and the dreaded "R" word (recession). 🔮 "If the Mag 7 is coming down, and the other 493 are participating, that is a recipe for sideways action." ~Jess Inskip Who Are The Magnificent 7? Alphab…
…
continue reading
1
#193 'The Bulls Are No Longer In Charge' — Tom McClellan On What The Market Is Signaling Right Now
48:11
48:11
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
48:11
✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Tom McClellan, editor of The McClellan Market Report, and a prominent figure in the field of stock market analysis and technical analysis, joins Julia La Roche on episode 193 to share his views on the economy and markets in a presentation of charts. Tom i…
…
continue reading
Meet Purple Rhombus, whose Mom is a Triangle and Dad is a Square. Rhombus is loving life but when she gets to school she experiences first hand the impact of comparison. This is a powerful story to teach children to appreciate what they have and to know that not all that glitters is gold. If Shapes Could Talk is written by Rella B and is available …
…
continue reading
1
#192 Dr. Lacy Hunt On What The Huge Downward Revision In The Jobs Data Means For The Economy
1:00:50
1:00:50
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
1:00:50
Legendary economist Dr. Lacy Hunt, EVP and Chief Economist of Hoisington Investment Management Company, joins Julia La Roche on episode 192 for a wide-ranging discussion on the deteriorating economy. In this episode, Dr. Hunt explains that non-farm payrolls overshot by five standard errors, making it the worst miss since a 9 standard one for 2009, …
…
continue reading
1
What Powell said at Jackson Hole, China-India ties in a fractured world and more
18:42
18:42
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
18:42
On the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing and Stephen Brown, our Deputy Chief North America Economist, give their take on what Jerome Powell said to the Fed’s annual gathering at Jackson Hole. Neil and Stephen assess the likelihood of the Fed's easing cycle beginning with a 50 basis poi…
…
continue reading
1
49. Better w/ My Finance-Sis, Pt 2: Funds
35:06
35:06
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
35:06
Continuing our "Better with my Finance-Sis" Mini-Series, in part 2 we talk all about Funds! But not just the different types of investment funds, also the difference between Passive and Active Funds. Passive Funds vs Active Funds What is a passive fund? Passive funds usually have lower expense ratios, with a more simplified investment strategy and …
…
continue reading
Buckley the duckling and his feathery friends are excited for recess and to try a new swing set. To their disappointment, their teacher - Miss Ducky advises the class that they can't go outside for recess as its too hot. Buckley doesn't waste any time and invites his classmates to turn indoor recess which they're all dreading into a fun fort-buildi…
…
continue reading
1
After the summer growth scare – The state of the global economy
13:32
13:32
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
13:32
As markets have come roaring back from the recent growth scare, Group Chief Economist Neil Shearing talks to Jennifer McKeown, Capital Economics’ Chief Global Economist, about the true state of the global economy and the outlook for policy. Their discussion takes in the latest activity data from across the US, UK, Europe and China, as well as the s…
…
continue reading
1
48. Better W/ My Finance-Sis Mini-Series, Pt. 1: Stock Market Essentials
37:28
37:28
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
37:28
🔮 Introducing a new mini-series with our Gen Z "finance-sis" Jacey Saige. It's Jessie DeNuit's turn to teach how the stock market works while Jessica Inskip makes sure she's not leading Jacey astray. In part 1, we talk about why we invest and try to simplify how the stock market works, as best as possible without too many tangents. 🙃 ✨ Follow Jacey…
…
continue reading
1
#191 Ted Oakley On Deep Market Selloffs: 'If You Don't Have Any Liquidity, It's Not An Opportunity For You'
46:58
46:58
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
46:58
Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 191 to discuss the economy and markets. With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm’s proprietary investment strategies and the “Oxbow Principles” to provide a unique inve…
…
continue reading
1
Jane Escapes to the Jungle of Individuality
9:05
9:05
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
9:05
Individuality. What does that even mean to a kid? Well, lucky for us, in this episode we get to explore individuality with our leading gal - Jane. In Jane Escapes to the Jungle of Individuality written by Jennifer Nestor we meet young Jane who is a curious kid but somehow doesn't feel like she fits in. One day, as she is on her way to school on the…
…
continue reading
1
#190 Brian Wesbury: 'The Morphine Is Wearing Off' And We're Headed For Recession And A Market Correction
50:50
50:50
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
50:50
Brian Wesbury, Chief Economist at First Trust Advisors LP, joins Julia La Roche episode 190 to discuss the macro picture and why the economy is likely headed toward recession. He also thinks this overvalued stock market could see a 15-20% correction. Links: website: https://www.ftportfolios.com/ blog: https://www.ftportfolios.com/retail/blogs/Econo…
…
continue reading
1
Has the global markets storm blown over?
23:38
23:38
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
23:38
Global markets appear to have stabilised at the end of a week which began with a nasty bout of volatility. But is the selling in equities over or will fears about the US economy and an unwinding carry trade trigger more pain for investors? Deputy Chief North America Economist Stephen Brown and Jonas Goltermann, Capital Economics’ Deputy Chief Marke…
…
continue reading
1
47. The Recipe for a Market Sell-Off: Carry Trade, SAHM Rule, Recession Fear
29:30
29:30
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
29:30
The stock market has been having quite the week since our last episode on the Fed’s decision to NOT do a rate cut and the resulting effects of the not-so-great unemployment numbers that came out last Friday. Recipe for disaster? Is the stock market crashing? Why was there a sell-off and what is a market sell-off? And is this a good time for us self…
…
continue reading
1
#189 Rick Rule On Paying Attention To The Warning Signs In The Economy And Insuring Against Collective Stupidity
45:13
45:13
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
45:13
Investor and speculator Rick Rule, president and CEO of Rule Investment Media and co-founder of Battle Bank, returns to the show for episode 189, featuring a discussion on the macro environment, warning signs, and investment opportunities. Link to Rick's private placements bootcamp: https://events.ringcentral.com/events/rick-rule-s-virtual-private-…
…
continue reading
Have you ever found yourself in a situation when someone is not being very nice to you? Do you return their energy by being not so nice yourself? Or do you take another path of love and kindness? In this episode, I read Azalea written by Ashanti Reese. This powerful story introduces us to a beautiful five petalled flower named Azalea. Azalea gets m…
…
continue reading
1
#188 Chris Whalen On The Difficult Economic Environment Ahead
31:51
31:51
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
31:51
Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns to The Julia La Roche Show for episode 188 to discuss the economy. This episode was recorded on Friday, Aug. 2. Links: Twitter/X: https://twitter.com/rcwhalen Website: https://www.rcwhalen.com/ The Institu…
…
continue reading
1
Payrolls fallout – The spectre of US recession haunts the stock market
15:10
15:10
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
15:10
With that grim July payrolls report triggering fresh selling in US stocks and bond buying on Friday, Group Chief Economist Neil Shearing and Deputy Chief Markets Economist Jonas Goltermann join David Wilder to talk about whether there's anything to recession fears, what the Fed will do in the coming weeks and what this all means for equities. Durin…
…
continue reading
1
46. Fed Update: What is Event Risk? Could it Trigger a Sell-Off?
29:40
29:40
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
29:40
We recorded this on 08/01/2024, knowing that unemployment numbers will not drop until this podcast airs on 08/02/2024, and that might also change so keep that in mind. **Employment Report Update from Jess** Fed's View on Labor Market:Fed Chair Jerome Powell stated that the changes in the labor market are "broadly consistent with a normalization pro…
…
continue reading
Is it hard to be yourself all the time? What if you want to fit in? Does that mean you have to change who you are? In today's book The Puzzle Piece written by Andrea Mendoza-Vasconez we explore that very topic. In the author's words: "The Puzzle Piece guides children as they imagine that the world is a gigantic puzzle and that they are unique piece…
…
continue reading
1
#187 Michael Pento: A Triumvirate Of Bubbles Is Creating A Dangerous Situation For Markets And The Economy
50:31
50:31
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
50:31
Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche on episode 187 to discuss a dangerous triumvirate of bubbles in the economy: a real estate bubble, an equity bubble, and a credit bubble. These bubbles have been fueled by 20 years of a negative real Fed funds rate. Pento predicts that these bubbles will …
…
continue reading
1
What to watch in a jam-packed week of market events
26:45
26:45
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
26:45
Chinese PMI, Australian CPI, euro-zone GDP, the new UK chancellor’s statement to Parliament, the Bank of Japan, the Bank of England, the Fed…it’s a packed week of releases and central bank meetings and Group Chief Economist Neil Shearing talks through what will be some of the more closely watched market events. In the process, he puts recent US dat…
…
continue reading
1
45. What is Market Breadth & Concentration Risk? Why Should YOU Care?
30:10
30:10
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
30:10
Inflation is at an all-time high and so is the stock market. This is a tale of two markets. How is the S&P 500 making record highs when so many Americans are living paycheck to paycheck? We're going to break it all down. What's happening in the stock market, what the S&P 500 actually is, what market breadth and concentration risk means and why it a…
…
continue reading
1
Special episode: Who's going to lead the global CRE recovery?
12:12
12:12
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
12:12
Which commercial real estate markets are set to recover first, and where will recovery be strongest? The Capital Economics real estate team has been looking closely at the comparative performance of the US, European and UK markets to advise clients on where to find opportunities – and where painful adjustments to the post-pandemic world are likely …
…
continue reading
1
#186 David Woo, Economist Who Nailed 2016 And 2020 Election Outcomes, Explains Why The Market Has The Trump Trades Wrong
1:00:03
1:00:03
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
1:00:03
Macro trends blogger and economist David Woo @DavidWooUnbound, CEO of David Woo Unbound, a global forum devoted to the promotion of fact-based debates about markets, politics, and economics, joins Julia La Roche on episode 186 for a wide-ranging conversation on economics and politics, including the attempted assassination on former President Trump …
…
continue reading
How fun would it be to go to the farm with your best friend and hang out with all of the farm animals? Our story delivers just that! In the book Alexa and Pup Go To The Farm written by Lee Matson we meet a girl named Alexa and her best bud Pup. Hand in paw they venture to the farm. In the author's words: "Mooing cows and knitting sheep, flapping du…
…
continue reading
1
#185 Jim Rickards: We're Probably Already In A Civil War
1:02:16
1:02:16
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
1:02:16
Jim Rickards returns to the podcast for episode 185 to discuss the macro view and political turmoil in the U.S., including the attempted assassination of former President Trump. This episode was recorded on July 18. Rickards is a New York Times bestselling author of Currency Wars: The Making of the Next Global Crisis and several other best-sellers,…
…
continue reading
1
The global IT outage, China’s growth and reform struggles, an update on the inflation battle and more
31:56
31:56
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
31:56
In the latest episode of The Weekly Briefing from Capital Economics, Chief Global Economist Jennifer McKeown speaks about the macroeconomic implications of the global IT outage before going on to explain what’s happening to the world inflation and monetary policy picture. Jenny talks about the challenges posed by sticky services inflation, discusse…
…
continue reading
1
44. Replay: Where to invest first in your personal finance journey
33:21
33:21
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
33:21
Let's refresh and re-assess our financial planning goals for our future selves. You've budgeted, you've saved, you've looked at what you've got going on in your spending and bills and what you have left over - what do you do with that extra money? (Invest it, of course 👻) *this is educational info, not advice - personal finance is personal, duh, an…
…
continue reading
1
#184 Professor Steve Hanke, Who Nailed The 9% Inflation Call, Sees It Falling To 2.5%-3% By Year-End And A Recession On The Way
29:40
29:40
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
29:40
Steve H. Hanke, professor of applied economics at Johns Hopkins University and the founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise, joins Julia La Roche on episode 81 for a wide-ranging conversation on the economy. Three years ago, using the quantity theory of money — which links a…
…
continue reading
1
Dolly's Doodle Dreams: An Interactive Tale of Perseverance and Mindset
7:30
7:30
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
7:30
Have you ever tried something and didn't success on the first try? What did you do? Did you give up? Or did you just your mindset and persevered? Thats what our story is about today. In Dolly's Doodle Dreams: An Interactive Tale of Perseverance and Mindset written by Melissa Eastin we meet a happy pup named Dolly. Dolly's challenge is to go for a n…
…
continue reading
1
#183 Neil Howe On The Fourth Turning, Tribalization of America, And The Attempted Assassination of Former President Trump
1:17:58
1:17:58
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
1:17:58
Neil Howe, an author, historian, demographer, economist, and consultant best known for his work on social generations and generational trends, joins Julia La Roche on episode 183 to discuss the Fourth Turning. Julia and Neil recorded this episode on Friday, July 12. After the attempted assassination of former President Donald J. Trump at a rally in…
…
continue reading
1
'More good data' for the Fed, more election uncertainty and why the ECB won't rush a follow-up
23:57
23:57
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
23:57
In the latest episode of The Weekly Briefing from Capital Economics, Chief North America Economist Paul Ashworth reflects on a couple of crucial inflation reports, explaining how they’ve shifted the disinflation narrative and could even lead to even more aggressive policy easing from the Federal Reserve this year. Paul also discusses with David Wil…
…
continue reading
1
#182 Tyler Cowen On Why We Might Get Lucky And AI Can Solve Out Debt Situation
48:33
48:33
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
48:33
Economist and author Tyler Cowen, the Holbert L. Harris Chair of Economics at George Mason University and chairman and general director of the Mercatus Center at George Mason University, joins Julia La Roche on episode 182. Links: Marginal Revolution: https://marginalrevolution.com/ Twitter/X: https://x.com/tylercowen 00:00 Introduction and welcome…
…
continue reading
Whiskers is back on the show in Whiskers' Farm Adventure written by Shana Gorian. Whiskers appeared on the show before in Whiskers Finds His Luck which you can listen to HERE In Whiskers' Farm Adventure, Whiskers decides that farm life is the same ol, same ol, so he ventures out into the meadow. A little does Whiskers realize of how dangerous and s…
…
continue reading
1
#181 Chris Whalen On Why The Fed Is Worried About A Recession Next Year
30:43
30:43
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
30:43
Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns to The Julia La Roche Show for episode 181 to discuss the economy, why he thinks the Federal Reserve is worried about a recession next year, and his take on the upcoming election. Links: Twitter/X: https:/…
…
continue reading
1
43. Stock Market During Election Years: We're Not Getting Political, But Is The Market?
29:39
29:39
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
29:39
How Does The Stock Market Perform During an Election Year? We are not getting political in this episode -- however, we are on a fact finding mission to understand if the stock market is. Let your fin-mom and fin-auntie break it down for you. 😉🔮 Does the U.S. Presidential election affect the stock market? Does the political party of the elected lead…
…
continue reading
1
UK Election Special Briefing – What will Labour do to fix the economy?
25:38
25:38
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
25:38
This special episode of The Weekly Briefing from Capital Economics presents our Drop-In briefing to clients the morning after the UK general election. Group Chief Economist Neil Shearing spoke to Paul Dales, Ruth Gregory and Ashley Webb from our UK Economics team about the results. During this 25-minute briefing, they highlight key implications for…
…
continue reading
1
#180 Andrew Wilkinson On Going From A Barista To A Billionaire, Building Tiny 'The Berkshire Hathaway' Of Tech, And Life Lessons From Warren Buffett, Charlie Munger, And Bill Ackman
57:41
57:41
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
57:41
Entrepreneur-turned-investor Andrew Wilkinson, founder and chairman of Tiny, a Victoria, Canada holding company that invests mostly in tech, joined Julia La Roche on episode 180 to share his new book, “Never Enough: From Barista To Billionaire. Once a barista in a small cafe making $6.50 an hour, Andrew Wilkinson built a business valued at over a b…
…
continue reading
Can French Buldogs Swim? Here is what the author, Laurie Trumble-Davis of Unsinkable Gus Davis has to say about the book: "Gus Davis is a French bulldog who thinks he can do anything—even swim. Bean is Gus’s human best friend who thinks bulldogs aren’t designed for the water. Who is right? It turns out, they both are! All it takes is a persistent b…
…
continue reading
1
Biden’s debate stumble and the macro/market context, UK election preview, shipping rates resurgent and more
33:02
33:02
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
33:02
In the aftermath of Joe Biden’s poorly received debate performance, Group Chief Economist Neil Shearing explains the market response and highlights potential economic risks around a second Trump presidency. He also reviews the latest US inflation data and talks about the AI’s transformational promise in the wake of a sharp market sell-off in stocks…
…
continue reading
1
42. AI Under Power Grid Pressure: The Price to Energy Ratio Risk
28:20
28:20
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
28:20
In this episode we re-visit our AI Portfolio and Investment Thesis that we discussed back in Episode 21, but with a new emerging headwind. According to our very own Jess Inskip, "the real ‘P/E Risk’ isn't overhyped price to earnings. The risk is price to energy." (Get it? That's a P/E Ratio joke 👻) AI Investing Most of us are invested in AI, whethe…
…
continue reading