Our weekly take on Europe and geopolitics eurointelligence.substack.com
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Geopolitical Risk Podcasts
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Global Security Briefing by Factal and Emergent Risk International
Factal and Emergent Risk International
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Held live every two weeks on Thursdays, the Global Security Briefing is now the industry's largest virtual event of its kind. We examine security threats, supply chain impacts and geopolitical developments for global security and risk intelligence professionals. Since the earliest days of COVID, Factal and Emergent Risk International have held an essential hour-long briefing for global security and resilience professionals.
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Welcome to The International Risk Podcast — the premier destination for high-level insights into global risk dynamics. Hosted by Dominic Bowen, an accomplished senior advisor, each episode delivers expert analysis and actionable intelligence on today’s most pressing international risks. From geopolitical tensions and economic upheavals to cybersecurity threats and environmental challenges, we bring clarity to the complex risks shaping our world. Tailored for CEOs, Board Members, senior manag ...
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"Unconventional Knowledge" is a podcast dedicated to providing in-depth analysis of critical global issues. Each episode features top-level insiders from various fields, offering insights into complex geopolitical, economic and security topics that shape the international landscape. Hosted by Geopolitical Intelligence Services, the podcast moves beyond surface-level reporting, delving into the underlying trends and factors influencing current events.
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The Call by the Global Intelligence Desk
The U.S. Chamber of Commerce Global Intelligence Desk
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Hosted by Jay Sapsford, The Call delivers timely and incisive analysis to help businesses navigate risks and opportunities.
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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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This podcast series offers risk intelligence and analysis from RANE Network. RANE is a risk intelligence company that provides business professionals with access to critical insights, analysis, and support, enabling them to better anticipate, monitor, and respond to emerging risks and threats. In the RANE podcast series, risk management experts and thought leaders share best practices for managing business risk, geopolitical risk, physical and cyber security risks, compliance risk, and other ...
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The Daily SITREP is your morning intelligence brief on domestic and geopolitical risk. We stream the show live starting at 0800 Central time, Monday through Thursday. You can catch the live stream on YouTube: https://youtube.com/earlywarningnetwork Join us on the High Side for members-only briefings on everything from U.S. politics to supply chains, to low intensity conflict, geopolitics and the risk of war. Start your free 7-day trial here: https://www.earlywarningnetwork.com/trial
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Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.
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In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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At this moment of inflection in technology, co-hosts Elad Gil and Sarah Guo talk to the world's leading AI engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s happening in state-of-the-art in research? “No Priors” is your guide to the AI revolution. Email feedback to [email protected]. Sarah Guo is a startup investor and the founder of Conviction, an investment f ...
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Your daily dose of sentiment updates in the European and US sessions and critical risk event previews so you stay up to date with what's moving the market right now.
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Whatever your business conundrum, there’s a TED Talk for that—whether you want to learn how to land that promotion, set smart goals, undo injustice at work, or unlock the next big innovation. Every Monday, host Modupe Akinola of Columbia Business School presents the most powerful and surprising ideas that illuminate the business world. After the talk, you'll get a mini-lesson from Modupe on how to apply the ideas in your own life. Because business evolves every day, and our ideas about it sh ...
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For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global Each day, around the world, we have fascinating one-on-one conversations with our connections in the commodities sector. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provides as we tack ...
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Chain Reaction is the Foreign Policy Research Institute’s flagship network of podcast series examining the political, security, economic, and social trends shaping our world. Throughout the year we are talking with experts about developments in Russia’s war in Ukraine, the new European security order, defense and geopolitical issues in the Baltic States, as well as current and future national security challenges and opportunities in the technology and space sectors. Join us each month for: B ...
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Be It Resolved is where bold ideas meet courageous leadership. Hosted by Rahul Bhardwaj, President and CEO of the Institute of Corporate Directors in Canada, this podcast delves into the key corporate governance issues shaping boardroom decisions today. With the governance landscape facing emerging risks, changes, trends, and shifts, Canadian boards and directors must leverage governance leadership strategies to navigate unprecedented times successfully. If you're eager to deepen your boardr ...
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How might someone who worked at the CIA view what’s happening around the world? What can we learn about politics and risk from the intelligence vantage point- past and present? Straight from the Shoulder strives to analyze geopolitical events through the apolitical lens of intelligence officers. The podcast features commentary by Jack Devine, former Acting Deputy Director of Operations at the CIA and President of The Arkin Group in conversation with Julia Stone, former government Intelligenc ...
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Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joined each week by reporters in Washington D.C. and Wall Street to examine how Trump's policies are ...
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Totally Terrorism is a Pool Re Podcast - the UK's leading terrorism reinsurer. Each month the Pool Re threat analysis team speaks with a leading expert from the terrorism and counter-terrorism field about the threat posed by terrorism. Experts featured on the podcast include academics, policy makers, and practitioners amongst others, all with a distinct assessment or perspective of terrorism threat. The podcast will cover a range of topics including but not limited to: terrorist groups, terr ...
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Daily market data and capital flows for institutional allocators in rare earth elements and critical minerals. Under 5-minutes. No fluff. No bias. Pure numbers and market mechanics. What You Get: - Real-time pricing data: Neodymium, Dysprosium, Terbium, Praseodymium - Separation plant construction updates and production capacity - Government contract values and equity investments - Supply chain disruptions and export control impacts - Production volumes by country and processing capacity - S ...
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Cyber Risk Reports provide strategic intelligence that highlight current security activity. The reports address seven major risk management categories: vulnerability, physical, legal, trust, identity, human, and geopolitical.
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Join neuroscientist, philosopher, and five-time New York Times best-selling author Sam Harris as he explores important and controversial questions about the mind, society, current events, moral philosophy, religion, and rationality—with an overarching focus on how a growing understanding of ourselves and the world is changing our sense of how we should live. Sam is also the creator of the Waking Up app. Combining Sam’s decades of mindfulness practice, profound wisdom from varied philosophica ...
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A shifting economic order. Rising geopolitical risk. Capital on edge. In The Real Estate Market Watch, Dr. Adam Gower, author, academic, and commercial real estate veteran with over 40 years of experience, examines the macroeconomic signals reshaping the real estate investment landscape. This isn’t a show about deal hype or trend-chasing. It’s about what happens when confidence meets correction - and how investors and sponsors can respond with clarity, discipline, and a focus on downside pro ...
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A weekly discussion of current affairs in China with journalists, writers, academics, policymakers, business people and anyone with something compelling to say about the country that's reshaping the world. Hosted by Kaiser Kuo.
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Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.
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Welcome to Potter's Quill—Your Weekly Window into a World in Motion. From climate breakthroughs to geopolitical shifts, space tech to cultural revolutions, Potter's Quill dives deep into the headlines shaping humanity’s future. Each episode blends insightful analysis, expert interviews, and conversation on the topics that matter most—science, technology, culture, politics, the environment, and more. Whether you’re a curious global citizen, a tech enthusiast, or just trying to make sense of t ...
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Listen in as experts in risk discuss how organisations can navigate a world of ever-changing risk and connectivity. From major geopolitical shifts to on-the-ground operational challenges, The Global Insight is here with in-depth analysis, perspective and guidance.
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When billions disappear through shell companies and elderly Americans lose their life savings to family members, who's tracking the money? From the Hill to the Trenches: The Search for Justice takes you inside the investigations that traditional media won't touch. Host Dorothy Hill, former Goldman Sachs executive and financial crime investigator with 25 years of Wall Street experience, reveals how sophisticated fraud schemes operate and why our systems keep failing victims. Each episode unco ...
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In-depth analyses of political, economic and strategic trends in East Asia, brought to you by the East Asian Institute at the National University of Singapore.
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The McKinsey Podcast, our new flagship podcast series, takes you inside our global firm, and features conversations with experts on issues that matter most in business and management. McKinsey & Company is a management-consulting firm that helps businesses, governments, and not-for-profit organizations realize their most important goals. Topics covered in this series include strategy, technology, leadership, marketing, operations, organization, and the role of business in society.
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AFP Conversations
Association for Financial Professionals: Treasury and Finance Professional
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Corporate treasury and finance executives discuss their biggest challenges and insights: blockchain, fintech, cybersecurity, payments, risk, FP&A, budgeting, forecasting, leadership, career development, and more.
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Join Bobby Moyer and Sandy Wiggins as they enjoy local craft beers and discuss their thoughts on what is happening in the market & economy. ________________________________________________________________________________________________________________________________________________________________ IMPORTANT DISCLOSURE INFORMATION Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and e ...
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Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be ...
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Extraordinary times call for extraordinary experts. In each episode of Energy Vista podcast, Leslie Palti-Guzman will chat with energy experts from all around the world. 1) We will delve into some timely energy issues 2) We will get to know both their professional and personal trajectories 3) We will hear their advice for all of us What is the goal? Making Experts Great Again. I'm exploring ways to contribute more actively to the public debate and policymaking around the geopolitics of energ ...
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Conversations with Industry Experts, Academicians, and seasoned practitioners on Climate Change and Sustainability including Climate Justice, Climate Finance, Climate Variability, Climate Security, Disaster Risk Management, Circular Economy, Climate Forecasting, ESG Reporting, Air Pollution, Sustainable Forest Management and Food Security
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Rory Johnston navigates listeners through the financial market dynamics of the world's oil and gas sector. Get the latest fundamentals behind the price action and hear from industry experts from the field and from the corporate offices of the world's leading energy producers.
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Roozbeh Aliabadi is an advisor and commentator on geopolitical risk and geoeconomics, particularly the Middle East and Asia. He is an advisory partner in the global advisory practice at GGA, a boutique international consultancy practice based in New York City.
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Interviews with Authors about their New Books Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network
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Join Christian and his guests as they explore the state of society, the global economy, and geopolitics—delivering sharp insights, clear analysis, and conversations that challenge conventional thinking.
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In this environment of uncertainty, it's more important than ever for investors to think outside the box. Welcome to The Outthinking Investor, an award-winning podcast from PGIM that examines past events, present-day opportunities, and future possibilities across global capital markets. In Season 5, hosted by Toby Ricketts, experts from PGIM and the investment world bring unique perspectives as we explore a fast-changing landscape of investment opportunities and risks. Join us as we take a d ...
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The Cyber Leaders podcast focusses on the fast-paced world of cybersecurity, delivering cutting-edge insights and trends with energy, enthusiasm, and professionalism. With high level expertise and thought leadership, we aim to provide invaluable perspectives and actionable strategies to empower leaders in navigating the ever-changing landscape of cybersecurity.
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Resonance is an Alfa Energy Group (an Edison Energy company) podcast series where we explore some of the latest insights from the energy and sustainability sector as it goes through a significant transformation. Fuelled by new challenges, new ideas and new technologies, we discuss what it means for businesses to realise their energy and sustainability ambitions.
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Our AI & co-founders discuss the world events, geopolitics, geoeconomics, risk management, supply chain security, and global investment. Read more https://www.missiongrey.com/
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Welcome to Supply Chain Connect, the podcast channel for all things supply chain. Supply Chain Connect provides supply chain professionals with essential news, information and analysis about the technology and business trends that impact the global supply chain industry.
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In an increasingly unpredictable world, knowledge and preparation are your best defense. Brought to you by the Preparedness Protocol Experts (P.P.E Team), this is an educational podcast delivering expert insights on Chemical, Biological, Radiological, and Nuclear (CBRN) threats, cutting-edge survival tactics, and comprehensive disaster preparedness strategies for today's complex risk landscape. Each episode features in-depth analysis of historical disasters, emerging threats, practical survi ...
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The TechSurge: Deep Tech VC Podcast explores the frontiers of emerging tech, venture capital, and business trends, with conversations tailored for entrepreneurs, technologists, and investment professionals. Presented by Celesta Capital, and hosted by Founding Partners Nic Brathwaite, Michael Marks, and Sriram Viswanathan. Send feedback and show ideas to [email protected]. Each discussion delves into the intersection of technology advancement, market dynamics, and the founder journey, offe ...
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Money is hard to make, keep, and control—and almost everyone gets it wrong sometimes. Now, ex-Wall Street trader Jared Dillian is here to talk to you about money: from sorting out your personal finances to killing it on the stock market and everything in between. If you want to own your life—instead of borrowing or renting it—you need to start listening today. Music: Rylan Taggart - Lost Secret
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In an uncertain world, how can you make the change your business demands while managing risk, becoming more agile and accelerating growth? Insights into action from KPMG is a bold new podcast series bringing together business professionals and specialists from KPMG and beyond. In each episode, we will delve into real-world stories, and ask our interviewees to share unique insights that provide tangible actions that will benefit your business and help you navigate today’s challenges and tomor ...
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Tech Corner: Apple's "Awe Dropping" iPhone 17
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George Tsilis re-examines Apple (AAPL) following the company's latest product launch. Apple's iPhone 17 models hit the stores this weekend to long lines around the globe, but will it be enough to lift AAPL shares to new highs? George breaks down the forward earnings picture for Tim Cook's tech giant and explores the ways Apple's ecosystem continues…
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Crypto's "Favorable" Bull Case in Institutional Adoption, IPOs & Regulatory Landscape
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Maja Vujinovic and Benjamin Tsai build a bullish case for cryptocurrencies in the months and years ahead. Maja says the current momentum will drive institutions to accelerate regulatory adoption in governments and companies. Ben says that a lot of institutional investors remain on the sidelines and will only bolster crypto markets once they buy in.…
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Adam R. C. Humphreys and Hidemi Suganami, "Causal Inquiry in International Relations" (Oxford UP, 2024)
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Causal Inquiry in International Relations (Oxford UP, 2024) by Adam R. C. Humphreys and Hidemi Suganami defends a new, philosophically informed account of the principles which must underpin any causal research in a discipline such as International Relations. Its central claim is that there is an underlying logic to all causal inquiry, at the core o…
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Susan D. Stewart. "On the Rocks: Straight Talk about Women and Drinking" (Rowman & Littlefield, 2022)
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Existing portrayals of women who drink typically fall into two categories: disturbing stories of women hitting “rock bottom,” resulting in ruined careers, families, and futures, or amusing stories of fun and harmless “girls’ nights out,” with women drinking and overindulging as a temporary escape from a never-ending list of work and family demands.…
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Jonathan White and Lucas Morel, "Measuring the Man: The Writings of Frederick Douglass on Abraham Lincoln" (Reedy Press, 2025)
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In Measuring the Man: The Writings of Frederick Douglass on Abraham Lincoln (Reedy Press, 2025), acclaimed scholars Lucas E. Morel and Jonathan W. White assemble Frederick Douglass’s most meaningful and poignant statements about Abraham Lincoln, including a dozen newly discovered documents that have not been seen for 160 years. Readers will encount…
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Victoria Bateman, "Economica: A Global History of Women, Wealth and Power" (Seal Press, 2025)
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56:43
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How many female entrepreneurs, economic revolutionaries, merchants, and industrialists can you name? You would be forgiven for thinking that, until very recently, there were none at all. But what about Phryne, the richest woman in ancient Athens, who offered to pay to rebuild the walls of Thebes after the city was razed by Alexander the Great? Or w…
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Nicholas Jacobs and Sidney M. Milkis, "Subverting the Republic: Donald J. Trump and the Perils of Presidentialism" (UP of Kansas, 2025)
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Nicholas Jacobs (Colby College) and Sidney Milkis (University of Virginia) have a new book, Subverting the Republic: Donald J. Trump and the Perils of Presidentialism (UP of Kansas, 2025), focusing on the idea of presidentialism, which is a way to think of political systems that include a dominant president or executive. In the United States, with …
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Marcus Rediker, "Freedom Ship: The Uncharted History of Escaping Slavery by Sea" (Penguin Group, 2025)
1:04:57
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Conspiracy, mutiny and liberation on America’s waterfront by the award-winning author of The Slave Ship. Freedom Ship: The Uncharted History of Escaping Slavery by Sea (Penguin Group, 2025) is a gripping history of stowaway slaves and the vessels that carried them to liberty. Up to 100,000 fugitives successfully fled the horrors of bondage in the A…
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Joel Best, "Just the Facts: Untangling Contradictory Claims" (U California Press, 2025)
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Why can’t we seem to agree on facts? In this succinct volume, sociologist Joel Best turns his inimitable eye toward the social construction of what we think is true. He evaluates how facts emerge from our social worlds—including our beliefs, values, tastes, and norms—and how they align with those worlds’ standards. He argues that by developing a so…
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Susan Erikson, "Investable! When Pandemic Risk Meets Speculative Finance" (MIT Press, 2025)
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Investable! When Pandemic Risk Meets Speculative Finance (MIT Press, 2025) by Dr. Susan Erikson presents a critical and sobering look at how international bankers and investors turn pandemics into investment opportunities, and what we stand to lose when we rely on “innovative finance.” In a world increasingly defined by crisis, bankers and investor…
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Yu Zhang, "Going to the Countryside: The Rural in the Modern Chinese Cultural Imagination, 1915–1965" (U Michigan Press, 2020)
57:41
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Since the beginning of the twentieth century, modern Chinese intellectuals, reformers, revolutionaries, leftist journalists, and idealistic youth often crossed the increasing gap between the city and the countryside, which made the act of "going to the countryside" a distinctively modern experience and a continuous practice in China. Such a spatial…
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Masaya Llavaneras Blanco and Damien P. Gock eds., "Pandemic Policies and Resistance: Southern Feminist Critiques in Times of Covid-19" (Bloomsbury, 2025)
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Offering Southern feminist assessments of detailed case studies from 12 countries, this open access book Pandemic Policies and Resistance: Southern Feminist Critiques in Times of Covid-19 (Bloomsbury, 2025) provides crucial insights into the gendered repercussions of the COVID-19 pandemic on macroeconomics, labour, migration and human mobilities, a…
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Michael Froman on the New 'Polyamorous' Global Trading System
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When President Trump announced the tariffs on Liberation Day, it seemed to truly mark the end of the old world trading system. But of course it had been dying for a long time. The first Trump administration erected aggressive trading barriers against China. Then Biden expanded them further. And there were signs of its demise even under Obama. So wh…
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Stocks Hit All-Time Highs, INTC/NVDA Deal, CRWD Soars, DRI Flounders
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Major indices popped to new all-time highs after the Fed announced a 25bps rate cut. Intel (INTC) touched new 52-week highs on news that Nvidia (NVDA) would invest $5B. CrowdStrike (CRWD) guidance and AI updates wowed investors. And, Darden Restaurants (DRI) fell after its latest earnings. Marley Kayden recaps the week that was on the latest editio…
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Friday's Final Takeaways: Nuclear Stocks Pop, Trump/XI Talks and Next Week's Focus
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Nuclear energy stocks were among some of the top performing stocks on Friday, something that caught the eye of Marley Kayden. Meanwhile, Sam Vadas recounts the developments from President Trump and Xi Jinping's TikTok talks. Headed into next week, Marley is looking to the PCE data out on Friday and explains why it's the Fed's preferred inflation ga…
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Rally Continues: AI, Energy, and Aerospace Stocks to Watch
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Andrew Darcy sees no immediate end in sight for the current market rally, driven by a risk-on trade and a supportive Fed. He's bullish on the AI theme, especially in data centers and related stocks, and sees potential in the energy space, particularly in nuclear stocks. Darcy's top stock picks include Spotify (SPOT) and Trip.com (TCOM). In aerospac…
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Fiverr (FVRR), a company primarily focused on freelance and gig work, announced that it was cutting jobs in a "refocusing effort." Shares have teeter-tottered throughout the last 52-week weeks, but moved higher Friday on the heels of an upgrade at BTIG. George Tsilis joins Market on Close to dissect the company's business model and dive into the an…
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Rubrik (RBRK) CEO on How AI Adoption Brings Soaring Data Security Demand
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Bipul Sinha, CEO, chairman and cofounder of data security company Rubrik (RBRK), joins Market On Close to discuss the company’s latest earnings and cybersecurity as a whole. “Every business is looking to transform to an AI strategy,” he explains, but before that, companies have to integrate into the cloud. To get there, they need to consider the se…
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Schatz: SPX to $7K Early Next Year & Why the Fed is Fighting the Wrong Battle
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The Fed is fighting the wrong battle, Paul Schatz argues, saying that even though inflation is warmer right now, it’s ultimately under control. In fact, he argues that the Fed is “always behind the curve,” discussing the rate cut path he sees ahead, and the one he thinks they should take. “The math says” that the SPX will be at 7,000 by 1Q of 2026,…
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As iPhone 17 hits the shelves, Diane King Hall saw lines down the block filled with fans waiting to buy the latest model. William Kerwin says there's "a lot of excitement" around the new iPhone models including Air, but adds that the updates were "evolutionary" not "revolutionary." Ron Westfall says "perception is key" right now for Apple and cites…
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Fitzpatrick: Significant Risks Remain to Economy, What Investors Should Do
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“Investors have come to the conclusion – rightly or wrongly – that we’ve threaded the needle” on the economy, Bill Fitzpatrick argues, “and that help is on the way.” He cautions that significant risks remain, though, particularly with regards to inflation. He warns against a major consumer spending pullback that would weigh on the economy and think…
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Pattern Group (PTRN) CEO on IPO and Spinning the Web of E-Commerce
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Dave Wright, CEO of Pattern Group (PTRN), discusses the company’s IPO and its business. Pattern is an “e-commerce accelerator” that helps brands sell on third-party venues like Amazon (AMZN), Walmart (WMT) and more. “We were getting AI patents before it was interesting,” he says. He discusses Pattern’s role as a middleman with major companies – wit…
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Fed Musical Chairs: Who Will Succeed Powell?
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Andrew Brenner discusses President Trump’s maneuvering to pick the new Fed Chair after Powell’s turn is done. He speculates that the calculus could change if Trump is successful at kicking Lisa Cook off the board, giving him more seats to fill. He also talks about who he thinks will be the next Chair. Andrew gives his economic outlook and what fact…
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The Music Global Industry ETF & the Battle to Reform Concert Tickets
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David Schulhof highlights his firm’s music-based ETF (MUSQ) and discusses the state of the live music industry. He looks at the FTC lawsuit against Ticketmaster and LiveNation (LYV) and the possibility that penalties could cripple the companies. Meanwhile, the government is actively trying to break up Ticketmaster as well. He discusses the major pr…
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OKLO: "Safe and Scalable" Nuclear Technology Leading the Charge
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"The whole world is shifting towards what Oklo does," says Likefolio's Andy Swan. He discusses the company's role in nuclear power adoption and how the stock has been a rocket ship over the last year. Andy reveals that digital traffic hit all-time highs in August as global web visits continue rise for Oklo. He admits there's still some convincing f…
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David Puritz, Founder and Chief Investment Officer, Shaolin Capital Management
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It was a pleasure to welcome David Puritz back to the Alpha Exchange. A colleague of mine from 25 years ago and now the CIO of Shaolin Capital Management, Dave has some excellent insights to share on uncorrelated investing broadly and on the current state of convertible bond trading, risk, and liquidity, specifically. When he last joined the podcas…
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What FedEx (FDX) Earnings Say About Global Trade and Economic Health
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Adam Lampe and Andrew Wang break down FedEx (FDX) earnings and what they say about the U.S. economy. Andrew points to “margins as the real highlight” in the quarter despite a “billion-dollar trade headwind.” Adam discusses consumer health and the “hostile” trade environment but sees potential upside. They also talk about how UPS’s struggles have be…
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Nano Nuclear Energy (NNE) and the Future of Energy
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Jay Yu from Nano Nuclear Energy (NNE) joins Trading 360 to discuss his company's role within the nuclear energy space. On the heels of a U.S./U.K. nuclear deal, Jay says these developments are helping advance nuclear technology adoption, particularly small modular technology. He describes the differences between NNE's technology and prior (and much…
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Tim Bohen has his eyes on a quantum computing name in this week's Big 3 appearance. He says there's still a lot of "opportunity" in Rigetti Computing (RGTI) as shares breakout to new all-time highs. Another stock jumping during Friday's trade: Oklo Inc. (OKLO) which Tim says has directly been tied to the growing demand for nuclear energy to help fu…
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Smith’s Picks: ROK Reshoring, WMB & VST Energy Demands
8:40
8:40
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8:40
Chris Smith gives some stock picks, including Rockwell Automation (ROK) and Williams (WMB). Chris thinks that manufacturing reshoring will “accelerate” names like ROK, noting the huge disparity in their revenue from abroad vs their North American revenue: “they earn effectively 20-30 times more” in North America than in Asia. On Williams, he expect…
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NVDA's Week That Was: China Issues, INTC Investment
6:26
6:26
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6:26
Matthew Bryson says China may have intentionally acted ahead of negotiations with U.S. officials when its regulators began calling for stops to Nvidia (NVDA) chips. He joins Sam Vadas to recap a busy week for Jensen Huang's A.I. chipmaker as the company faces potential headwinds from the Chinese markets. Matthew also weighs in on the company's Inte…
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Soros Family, DNC Wade into Redistricting Fight
17:19
17:19
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17:19
By Forward Observer Radio
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Baird upgraded Tesla (TSLA) despite noting a "choppy" fundamental picture as car volumes will likely decline this year. Marley Kayden explains the upgrade isn't so much about Tesla's auto business, but rather its "physical A.I." position as Elon Musk shifts gears to the burgeoning technology. Mike Shorr joins the show to provide a "contrarian" take…
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Nate Peterson says the FOMC meeting didn't necessarily scream dovish as central bankers said they'd take it "meeting by meeting" for its rate cut outlook. He looks at the digitization trends in the economy and the massive capex flows for big tech stocks. Nate believes there hasn't been any slowdown in the A.I. narrative yet. Also on Nate's radar, l…
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Asbury 6 Mostly Positive; Following Money Flows and Stickiness
7:55
7:55
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7:55
John Kosar of Asbury Research breaks down the Asbury 6, which are metrics measuring different aspects of the market. 4 indicators are currently positive, while 2 are negative. John emphasizes that these are short-term projections, but says that the economy as a whole seems relatively stable. “We’re following the money…to be in the right places” whe…
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BOJ, U.S./China and Triple Witching Volatility: KG Breaks Down Friday’s Session
7:06
7:06
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7:06
Kevin Green reacts to the Bank of Japan leaving rates unchanged, looking at their portfolio mix like long-term bonds and ETFs, and other factors behind their decision. He discusses Trump and Xi’s reported call and the U.S./China trade relations, and the possibility of a breakdown in negotiations. KG also takes a look at volatility with Triple Witch…
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Eliminating the ‘Buy High, Sell Low’ Problem in Traditional Indexing
6:12
6:12
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Rob Arnott discusses his firm’s cap-weighted ETF. He explains how it “changes the paradigm” relative to the major indexes to increase performance. He talks about the impact of stocks falling in and out of the major indexes and how it creates a “buy high, sell low” problem. He argues that “passive” management doesn’t exist and that his system “prote…
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FDX, LEN Earnings Paint Mixed Picture, GOOGL Price Target Hike
6:32
6:32
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FedEx (FDX) shares initially rocketed higher after earnings but faded overnight. Diane King Hall reacts to its opening bell move and breaks down the report, which included news of spinning off its Freight business. Elsewhere on the earnings front, Lennar (LEN) crumbled on an earnings miss and lower than expected home deliveries which weighed on the…
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Managing Your Portfolio When ‘Animal Spirits are Loose’
6:47
6:47
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“The animal spirits are loose.” Russell Hackmann reacts to continued market records. He sees the Fed’s rate cut path as supportive for equities. He advises retired or near-retirement investors to take some chips off the table, though, noting that the SPX has more than doubled in the last five years. He’s “definitely concerned” about inflation conti…
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Analysts React to INTC/NVDA Deal, TSLA Upgrade on Physical A.I.
7:00
7:00
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A day after rising more than 22%, Intel (INTC) shares have pulled back slightly as Wall Street analysts react to Nvidia's (NVDA) $5B investment and announcement of a new partnership. Jenny Horne shares details from several analysts including Benchmark's upgrade to a buy rating. Later, she looks at another upgrade but for a different stock: Tesla (T…
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