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There's a lot in life that gets our attention, but ultimately, only one thing matters. Don't get distracted by what doesn't. 1 Thing Matters will help you focus on what matters most for this life, and the better life to come.
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ADB Podcast

Asian Development Bank

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The Asian Development Bank (ADB) is an international development finance institution. www.adb.org ADB provides loans, grants and expertise to developing member countries in Asia and the Pacific to help them alleviate poverty and advance their economic development through sustainable solutions. The ADB Podcast channel provides a platform for engaging, accessible discussion and debate around a wide range of topical development issues affecting Asia and the Pacific.
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Welcome to The Executive Exchange, a premier podcast series for on-the-go senior executives. Each episode features short, impactful podcasts where industry leaders share key insights and experiences from the water industry.
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The Drill Down

Cory Johnson

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The Drill Down is a daily podcast focused on business fundamentals of the biggest stock movers of the market day, hosted by veteran financial journalist Cory Johnson. Through insightful interviews with CEOs and investors, meaningful research and in-depth analysis, The Drill Down provides a clearer picture of what’s really going on under the hood at publicly traded companies. This is business news for business people.
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Presented by The Investors Podcast Network with over 10 million downloads — home to the popular We Study Billionaires podcast, The Intrinsic Value Podcast is a new show focused on breaking down businesses, estimating their intrinsic value per share, and deciding whether they should be added to an ongoing portfolio of stocks built out each week. From assessing the monopoly power of Google to determining the fair value of publicly-traded sports franchises, no topics is off limits in the pursui ...
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It's Australia's latest podcast served cold and when you shouldn't be eating it. Join Brent, Josh, Bonnie & Eli as they serve you the sauciest & saxiest podcast you've ever heard. Available on the top self of all good podcast outlets now.
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May retail sales look stronger than headlines show After seeing headlines from several media outlets, I was worried May retail sales were slowing to a problem point, but I would say they actually looked quite strong. Compared to April, sales did fall 0.9%, which was larger than expectations for a 0.6% decline. It’s important to point out though tha…
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🎙️ The Drill Down: Adobe Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Adobe ($ADBE) Q2 Fiscal Year 2025 performance with CEO Shantanu Narayen. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just…
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Food security is one of the most pressing issues faced by Asia and the Pacific, including the Philippines. Developing Asia accounts for more than half of the undernourished population in the world according to the Asian Development Bank (ADB). About 40% of the region's workforce are also employed in jobs related to agri-food systems. In this B-Side…
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Shawn O’Malley and Daniel Mahnke break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history. Smith & Wesson is no compounder, though. It’s an okay business, at best, but Shawn and Daniel want to determine whether this often-overlooked stock is cheaply priced. In this episode, you’ll learn how Smith & Wesson…
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This B-Side episode delves into the world of AI and ethics with Carl M. Javier, chief AI ethicist and executive director of Data and AI Ethics PH. It explores how artificial intelligence, a technology disruptive in both good and bad ways, impacts human dignity. While AI can worsen inequality - posing challenges for nations like the Philippines that…
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In this episode of the Exec Exchange, host Piers Clark speaks with Ong Tze Ch'in, the Chief Executive of PUB, Singapore's national water agency. Ong discusses his transition from a 25-year military career to public service, emphasizing the leadership and operational skills he brought along. He shares insights into Singapore's water journey, highlig…
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A father doesn’t typically take his lead from his son. Doing so could be disastrous! A son lacks the necessary experience and wisdom to know what’s in his best interest. But in one area - which also happens to be the area that matters most! - fathers need to take their lead from the Son. Jesus is the way, the truth, and the life, and as he works in…
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Daniel Mahncke and Shawn O’Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly every device we touch and the global AI boom. Pioneering the pure-play foundry model, TSMC went from a government-backed experiment in the late 1980s to controlling more than 90 % of the world’s leading-e…
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Alternative Assets Appear to Be a House of Cards I remember using that same terminology back before the tech bust about 25 years ago. I was maybe a little bit early back then, but the house of cards collapsed. The more I read about alternative assets the more I scratch my head and ask how is Wall Street getting away with this? In the end, I believe…
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Are you curious about the future of energy, and how we might overcome challenges like high energy costs and energy security here in the Philippines? What if the answer lies not just on Earth, but in space itself? In this B-Side episode, BusinessWorld discusses renewable energy in space with Charleston Dale M. Ambatali, assistant professor of Univer…
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🎙️ The Drill Down: Oracle Q4 Fiscal 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q4 Fiscal 2025 performance with founder and CTO Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In jus…
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Delivering 'added value' the Portuguese way - with Ana Luis, President, ADP VALOR Enhancing Value in Water Management: A Conversation with Ana Luis of AdP VALOR In this episode of the Exec Exchange podcast, host Piers Clark interviews Ana Luis, President of AdP VALOR, a company within the Águas de Portugal group focused on generating value and prom…
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The Business of Bouncing Back: Rubrik’s Bipul Sinha on Cyber Resilience Cyberattacks are inevitable. Rubrik’s mission is making recovery inevitable, too. In this episode, Rubrik CEO Bipul Sinha joins The Drill Down to explain why cybersecurity needs a new playbook—one built around data recovery, not just threat detection. He breaks down the company…
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Jobs market remains in a good spot Headline nonfarm payrolls increased 139k in the month of May, which was above the estimate of 125k, but below April’s reading of 147k. A big negative in the report was the fact that March and April saw negative revisions that caused payrolls in those months to decline by a combined 95k versus what was previously r…
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SERIES: Because He Lives Jesus’ ascension marked the fact that his work was complete. However, in another sense, it also marks that his work is just beginning. Through the Church, Jesus now proclaims forgiveness of sins throughout the world. This is our mission, as we saw last week. But, since the Church consists of people like us who are often tim…
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Shawn O’Malley and Daniel Mahncke break down Nubank (ticker: NU), a leading fintech company providing credit card, banking, and insurance services to millions across Latin America, with nearly 60% of Brazil’s adult population using one of the company’s products. Nubank’s success is a true David vs.Goliath story, overcoming a powerful banking oligop…
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🎙️ The Drill Down: Broadcom Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q2 performance. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights Strategic mo…
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🎙️ The Drill Down: Rubrik Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q1 performance with CEO Bipul Sinha. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highli…
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Around 24 million Filipinos aged 10 to 64 are considered functionally illiterate, struggling to comprehend or apply basic reading, writing, and math skills in daily life. In this episode, UNICEF Philippines education specialist Nicholas “Nicki” M. Tenazas joins us to break down the numbers, explore the root causes, and discuss what can be done to a…
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🎙️ The Drill Down: Mongodb Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Mongodb ($MDB) Q1 performance with CEO Dev Ittycheria. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial hi…
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🎙️ The Drill Down: CrowdStrike Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack CrowdStrike ($CRWD) Q1 performance with CEO George Kurtz. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key finan…
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🎙️ The Drill Down: Hewlett Packard Enterprise Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q2 Fiscal Year 2025 performance with CEO Antonio Neri. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news…
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Elastic (NYSE: ESTC) is quietly becoming the infrastructure layer for enterprise AI—from search to security to GenAI applications. In this episode, CEO Ash Kulkarni joins us to break down how Elastic’s hybrid model, technical innovation, and deep cloud partnerships are driving real business adoption of AI at scale. We cover vector databases, BBQ qu…
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SERIES: Because He Lives Jesus’ ascension marked the fact that his work was complete. However, in another sense, it also marks that his work is just beginning. Through the Church, Jesus now proclaims forgiveness of sins throughout the world. This is our mission, as we see this morning. But, since the Church consists of people like us who are often …
  continue reading
 
Daniel Mahncke and Shawn O’Malley break down Amazon (ticker: AMZN), one of the most transformative companies of the modern era — a business that started as an online bookstore and ended up reshaping global commerce, cloud computing, and digital infrastructure. From innovating retail logistics to building the backbone of the internet through AWS, Am…
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First Time Homebuyers Hit a Record Low With the high cost of housing and higher interest rates, people trying to get their first home dropped to a record low around 23% in 2024. The average age of the first-time homebuyer has increased 10 years over the historical average to 38 years old. The median income is now $97,000 and the first-time home buy…
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🎙️ The Drill Down: Dell Technologies Q1 Fiscal Year 2026 Earnings Deep Dive 💡 Beyond the numbers: Unpack Dell Technologies ($DELL) Q1 Fiscal Year 2026 performance with COO Jeff Clark. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on t…
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🎙️ The Drill Down: Elastic Q4 Fiscal 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q4 Fiscal 2025 performance with CEO Ash Kulkarni. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes…
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🎙️ The Drill Down: Zscaler Q4 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Zscaler ($ZS) Q4 Fiscal Year 2025 performance with CEO Jay Chaudhry. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5…
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🎙️ The Drill Down: HP Q2 Earnings Deep Dive 💡 Beyond the numbers: Unpack HP ($HPQ) Q2 performance with CEO Enrique Lores. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights St…
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🎙️ The Drill Down: Salesforce Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Salesforce ($CRM) Q1 performance with CEO Marc Benioff. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financia…
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The 2019/20 Kangaroo Island bushfires, with David Ryan, Chief Executive, SA Water, Australia In this episode of Exec Exchange, host Piers Clark interviews David Ryan, Chief Executive of SA Water in Australia. David shares his journey from a career in sports to leading a major water utility, emphasizing the challenges and rewards of a role that span…
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🎙️ The Drill Down: NVIDIA Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q1 performance with CEO Jensen Huang. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highl…
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Clearwater Analytics (CWAN:NASDAQ) built a quiet empire standardizing how asset managers track billions. CEO Sandeep Sahai explains how his software reconciles, reports, and monitors more than $7 trillion in assets every day, counting some of the world’s most powerful institutions as clients. Clearwater Analytics is betting global expansion and aut…
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🎙️ The Drill Down: Okta Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Okta ($OKTA) Q1 performance with CEO Todd McKinnon. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highligh…
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🎙️ The Drill Down: Box Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Box ($BOX) Q1 performance with CEO Aaron Levie. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial highlights St…
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Shawn O’Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place. Shopify has been locked in a power struggle with Amazon, as the two present distinct visions for the future of e-commerce: Am…
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The U.S. just received a downgrade to its credit rating, should you worry? Last week, Moody’s announced it downgraded the United States sovereign credit rating from AAA to Aa1. While a downgrade is important to understand and can have negative consequences for interest rates, this downgrade did not seem too problematic. I mainly say that because Mo…
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🎙️ The Drill Down: Workday Q1 Earnings Deep Dive 💡 Beyond the numbers: Unpack Workday ($WDAY) Q1 performance with CEO Carl Eschenbach. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move. 🔍 In just 5 minutes, get: Key financial …
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🎙️ The Drill Down: Analog Devices Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Analog Devices ($ADI) Q2 Fiscal Year 2025 performance with CEO Vincent Roche. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the m…
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The 2025 midterm elections delivered unexpected results, with outcomes that defied pre-election surveys. Some familiar names were left out of the Magic 12, while underdogs made a surprising climb into the Top 5. What led to this shift? Political expert Michael Henry Ll. Yusingco, senior research fellow at the Ateneo Policy Center, breaks down the S…
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Coping with the April 28th 2025 National Power Outage, with Nuno Brôco, CEO Águas do Tejo Atlântico In this episode of the Exec Exchange podcast, host Piers Clark welcomes back Nuno Brôco, Managing Director for Águas do Tejo Atlântico, to discuss the massive power outage on April 28, 2025. The outage affected all of Portugal and parts of Spain, res…
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🎙️ The Drill Down: Palo Alto Networks Q3 Fiscal 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q3 Fiscal 2025 performance with CEO Nikesh Arora. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the mov…
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The Asian Development Bank's utility twinning programme, with Satoshi Ishii, Director for Strategy and Partnerships, ADB and Vivek Raman, Principal, ADB In this episode of the Exec Exchange podcast, host Piers Clark interviews Satoshi Ishii and Vivek Raman from the Asian Development Bank (ADB) to discuss the bank's impactful initiatives in the wate…
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SERIES: Because He Lives If someone saved you from a horrible death, what would you do to thank them? Probably just about anything they asked, because that’s how grateful you would be! Jesus not only saved us from eternal death in hell, but he won for us an eternity in paradise. What shall we do to thank him? He asks for just one thing: love. He as…
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Daniel Mahncke and Shawn O’Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of transactions every day. Visa doesn’t issue cards, lend money, or handle customer accounts — instead, it operates the network that connects banks, merchants, and consumers in over 200 countries. Whether y…
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U.S. Tariffs are hurting China Exports from China have dropped dramatically which has weighed on China’s economy. This has caused protests due to lost jobs and wages in their economy. Exports from China to the United States dropped 20% in April, but China did pick up exports from other countries like Indonesia, Thailand and Africa. While this may h…
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🎙️ The Drill Down: Applied Materials Q2 Fiscal Year 2025 Earnings Deep Dive 💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q2 Fiscal Year 2025 performance with CEO Gary Dickerson. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks …
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Nature-Based Water Solutions: Insights from United Utilities' Asset Management Director Jo Harrison In this episode of the Exec Exchange 15 minute podcast, host Piers Clark talks with Jo Harrison from United Utilities in the UK about nature-based solutions in the water sector. Jo shares her journey into the water industry, the role of United Utilit…
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SERIES: Because He Lives “Listen to your mother.” Whether those words are spoken as a soft encouragement or a stern warning, they are words of wisdom. When children ignore their mother, they often learn lessons the hard way. When they listen, they are usually blessed because of it. What is a general truth regarding mothers is an absolute truth when…
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