Podcast Index
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UBS On-Air: House View
Chief Investment Office
Ca$hMire de Pierre Couture
Pierre Couture
The Kapeel Gupta Career Podshow
Kapeel Gupta
What the AI?!
Upstart
Le journal d'Europe 1
Europe 1
The EIC Scaling Club Podcast on European Deep Tech
EIC Scaling Club
Imagen Empresarial
Imagen Empresarial
Quick Reads
Pratham Malhotra
The Agronomists – RealAgriculture
RealAgriculture
Theo - t3․gg
Theo - t3․gg
State of the Second
Gun Owners of America
Asset Class
Christian W. Röhl & Scalable Capital
PZ Briefing – Die wichtigsten Nachrichten des Tages
Pharmazeutische Zeitung
The Undeniable Leader with Rob Cressy
Rob Cressy
Le rendez-vous Tech
NotPatrick
Get Ready: Before Life Happens Podcast
Tony Steuer
Unofficial Partner Podcast
Unofficial Partner
The Site Shed | Systems, Strategy and Growth for Tradies and Contractors
Matt Jones - Helping Tradies Build Smarter, Scalable Businesses
The Industrial Talk Podcast Network
The Industrial Talk Podcast with Scott MacKenzie
IMI Podcasts
Christian Henrik Nesheim
Capital Humain – Travail, ressources humaines et santé mentale
Magaly Siméon décrypte le travail, les ressources humaines et la santé mentale à travers des témoignages de salariés, des analyses RH et des éclairages en droit social.
Trust Talks
The Chicago Community Trust
4biddenknowledge Podcast
Billy Carson 4biddenknowledge
The Accountability Minute:Business Acceleration|Productivity
Anne Bachrach
It's Personal Stories, A Hospitality Podcast
David Kong, Dorothy Dowling, Rachel Humphrey, Lan Elliott
Pod & Dev
Hotmart
Leading Visionaries Podcast
Anjel B Hartwell & The Creative Age Consulting Group
The Bird Bath
The Bird Bath
The Living Elevated Show: Smart Moves, Bilingual Voices
Alexander
Rev Cycle Unscripted
RCM Leaders Forum
Pure Conversation, with Pure247Radio
Team Pure
LeadingLane Podcast
LeadingLane
The Jewelry Reseller's Podcast
Desiree
Liberatory Business with Simone Seol
Simone
The Real Tale of Retail and Wholesale… all the dirty secrets
Christina
The Quarter Hour: the best daily radio industry podcast
podtential originals
Practice Marketing Insider
Kristie Plantinga
Business
Chief Investment Office
Investors have shifted some capital back into health care amid tech sector volatility, seeking both stability and growth. Recent policy changes around GLP-1s and breakthrough therapies are fueling new optimism for the se...
We continue to like the semiconductor complex of the AI story, but recent market volatility has pointed to certain risks worth monitoring. The key for investors remains diversification, both within and beyond AI.
While oil may stay under pressure in the near term, we expect prices to recover over the coming months, as the normalization of traffic through the Strait of Hormuz and the recovery of shut-in production may prove slower...
Gold has fallen to its lowest level in nearly eight months, but we think this offers an opportunity for underallocated investors to build strategic exposure. We believe the investment case for gold remains positive, as w...
Risk sentiment weakened amid pressure on semiconductor stocks, but we believe the recent correction should be seen in the context of the strong rally in recent months. While we remain confident in the AI growth story, we...
We view current market expectations that the Federal Reserve will raise rates in the near term as too aggressive, as inflation should moderate in the coming months, growth may soften, and broader changes at the Fed could...
The window has swung back open for new IPOs and secondary offerings, with share issuance likely to reach a record high in dollar terms this year. But we do not think this will be challenging to absorb given the growth of...
The AI rally has been one of the defining features of markets in the first half of the year. While we think it can drive further gains, we also believe the rally will continue to broaden across the rest of the market. We...
The FOMC held the policy rate unchanged at 3.5-3.75%, but the combination of higher inflation projections, a hawkish distribution of rate forecasts, and the removal of forward guidance points to a restrictive-for-longer ...
The Federal Reserve is expected to keep rates steady today, but markets will be watching Kevin Warsh's debut press conference as chair and his outlook on inflation and rates. We maintain the view that the Fed should resu...
An unexpected US intervention shows how quickly AI policy can shift from theory to tangible risk. With this year’s equity rally directly linked to AI demand expectations, we examine how a tighter US regulatory approach c...
The US and Iran have reached an agreement to reopen the Strait of Hormuz, with official signing scheduled later this week. Volatility may persist in the near term as markets assess the implementation and durability of th...
Market swings may persist as geopolitics, rates, and funding questions collide, but the underlying buildout driving AI-linked equities remains intact, in our view. Investors should stay invested in the AI opportunity, wh...
US stocks fell to their lowest level in over a month as a tech-led sell-off deepened, the war in Iran showed little signs of ending, and accelerating inflation intensified Federal Reserve hike worries. But we think near-...
US stocks fell on Tuesday after an earlier rise on optimism about an imminent US-Iran deal. While the path toward a resolution is likely to be uneven, our base case is that diplomacy ultimately prevails, allowing investo...
Health care has traditionally been viewed as a defensive sector, but investors should not ignore the innovative growth opportunities it offers. Supported by technological advances and a structural shift in demographics, ...
US equities and bonds fell in tandem on Friday, as concerns over potential Fed rate hikes, equity issuance by Meta, Broadcom's disappointing AI revenue outlook, and a reversal in semiconductor stocks weighed on markets. ...
Shane returns to share some reflections on President Trump’s policy remarks at the World Economic Forum in Davos, Switzerland, this week. This includes a look at where the Trump administration’s pursuit of Greenland sta...
As we close out the series for 2025, Shane drops by for a Capitol Hill roundup as we cover developments surrounding Congressional votes on healthcare legislation, and the National Defense Authorization Act. Plus, some t...
Shane drops by for a geopolitics roundup with updates on the latest developments with respect to the Russia-Ukraine War and Venezuela. We also review the priorities of Congress through year-end and into early 2026. Fea...
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