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Structural Transformation Podcasts

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Exploring the practical and exciting alternate realities that can be unleashed through cloud driven transformation and cloud native living and working. Each episode, our hosts Dave, Esmee & Rob talk to Cloud leaders and practitioners to understand how previously untapped business value can be released, how to deal with the challenges and risks that come with bold ventures and how does human experience factor into all of this? They cover Intelligent Industry, Customer Experience, Sustainabili ...
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Advances in Care

NewYork-Presbyterian

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On Advances in Care, epidemiologist and science communicator Erin Welsh sits down with physicians from NewYork-Presbyterian hospital to discuss the details behind cutting-edge research and innovative treatments that are changing the course of medicine. From breakthroughs in genome sequencing to the backstories on life-saving cardiac procedures, the work of these doctors from Columbia & Weill Cornell Medicine is united by a collective mission to shape the future of health care and transform t ...
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Academic Aunties

Ethel Tungohan

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Academia. It is a site of exclusion. For those of us who are first-generation, who are racialized, who are women, and who inhabit social locations that are traditionally unrepresented in this space, academia is full of landmines. This is why we need academic aunties. This podcast will bring you stories and advice about how to navigate this treacherous world and maybe even plant the seeds for structural transformation. Come listen to Auntie Ethel and her friends. Episodes drop monthly. Messag ...
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Unchained

Laura Shin

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Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
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The Structural Engineering Channel

Mathew Picardal, PE, SE & Alex Daddow

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The Structural Engineering Channel (TSEC) focuses on helping structural engineering professionals stay up to date on technical trends in the field. Our hosts for the show, Mathew Picardal, PE, and Alexander Daddow, PE, CDT, interviews engineers ranging from recent engineering graduates to professionals from top engineering organizations on professional development topics for structural engineers to facilitate career advancement. Topics covered include but are not limited to performance-based ...
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Org Design Podcast

Amy Springer, Tim Brewer, Damian Bramanis

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Leaders share real stories from organizational (org) design, workforce transformation, and managing structure change. We highlight the challenges and breakthroughs seen first hand helping organizations become places people love. This is for any leader who is creating organizations of the future. Join host Amy Springer and the co-founders of Functionly, Tim Brewer and Damian Bramanis, on their quest to make work work better.
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Transform your business and become the confident CEO you were meant to be. Join the EmpowerHer community and level up your business with clarity, confidence, and actionable strategies. The EmpowerHer Business Accelerator Podcast is your guide to ditching overwhelm and stepping into your power as a female entrepreneur.
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No Limit Leadership

Sean Patton, Leadership Development & Executive Coach

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No Limit Leadership is the go-to podcast for growth-minded executives who refuse to settle for mediocrity. Hosted by executive coach and former Special Forces commander Sean Patton, this show explores modern leadership, self-leadership, and the real-world strategies that build high-performing teams. Whether you're focused on leadership development, building a coaching culture, improving leadership communication, or strengthening team accountability, each episode equips you with actionable in ...
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'From Pain Point to On Point: Transforming Sales Challenges into Wins with Gamification' is the podcast where we dive deep into the common challenges sales managers face and explore innovative gamification solutions to overcome them. Hosted by SalesScreen’s Go-to-Market Director Brittney, every two weeks, we'll bring you expert insights, real-world stories, and actionable tips to help you turn your sales pain points into on-point victories.
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Smashing Through... is for the person who knows that they get to make the rules of their own life & business so they can achieve anything they desire - no matter how big it may seem. This podcast will teach & show you how to smash through all the glass ceilings, brick walls & stop signs of life in your way through topics of life, business & high level mindset mastery. The host of Smashing Through...is Rebecca Adams who brings kick ass content & high energy so you feel more empowered, inspire ...
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Productivity like a Pro!

Paperless Movement®

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Welcome to "Productivity like a Pro", the official podcast of the Paperless Movement® hosted by world's leading business productivity experts Tom Solid and Paco Cantero. As busy professionals, you're no stranger to the overwhelming flood of information and the myriad of digital tools. Together, we cut through the noise, transforming clutter into clarity and information into action. Delve into the ICOR® methodology and meet a community of experts, industry leaders, and innovators to provide y ...
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Hosted by award-winning story coach K.M. Weiland, the Helping Writers Become Authors podcast will take you deep into story theory, writing techniques, and all the incredible wisdom of story. There is no such thing as "just a story." Come along to find out how to write YOUR best story, astound the world, and (just maybe) change your life!
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Bookbound

Fran Hauser & Bethany Saltman

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What’s the story you can’t stop telling? Fran and Bethany are here to help you write, sell, and launch it. Literary agent Bethany Saltman and bookstore owner Fran Hauser—also both critically acclaimed authors—host Bookbound, the podcast for non-fiction writers who want to learn how to transform their ideas, expertise, and obsessions into successful books and publishing deals. Fran and Bethany interview accomplished authors who share the strategies and surprises behind their bookbound journey ...
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Are you ready to become the CEO of your career? Join Kemi Doll – physician, surgeon, researcher, coach, and career strategist – as she guides you on the journey to transform your academic life, so that you can channel your ideas, passions, and skills into a successful and nourishing career. In each episode, she’ll be taking a deep dive into one CORE growth strategy so you can gain confidence and effectiveness in pursuing the dream career in academic medicine that you worked so hard to achiev ...
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Welcome to The Painters Circle, the ultimate podcast for painting business owners looking to elevate their operations and achieve lasting success. If you're struggling to scale your painting business, manage a growing team, or attract high-quality clients, this is the show for you. Hosted by industry experts, we dive deep into proven coaching, consulting, and mentoring strategies that help painting business owners build more profitable, stress-free operations that run smoothly even without y ...
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Grown Up Product is the podcast for founders, CEOs, and investors navigating the mess that follows product-market fit. Hosted by Rooted In Product founder and Fractional Chief Product Officer Brian Root, the show dispenses with the platitudes about scaling and gets to the substance: how to build product organizations that don't just survive the short-term, but thrive in the long-term. You won’t hear process theater or recycled frameworks. You’ll get the logic behind the methods: the mistakes ...
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The Glow Up to Blow Up Podcast is for entrepreneurs who are determined to leave this world with no stone left unturned when it comes to building their vision. This show is designed to shatter all limitations and beliefs holding you back, so you can step into the most confident, wealthy, and lit up version of yourself. Through storytelling, educational content, and potent conversions with other guest industry experts and trailblazers, we cover all things business strategy, confidence, manifes ...
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'Scaling Through Structure' is more than just a podcast; it's a strategic ally for Directors and VPs in the B2B realm who are navigating the complexities of scaling their businesses. Born from the need to address the unique challenges you face – from revamping your marketing strategies to optimizing your tech stack – this podcast is your guide to turning potential setbacks into your greatest successes. Think you'd be a great guest on the show? Apply at https://podcast.atakinteractive.com/pod ...
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Do you want your burning Google Ads questions answered by a trusted Google Ads Expert? The Inside Google Ads podcast is hosted by Jyll Saskin Gales, a seasoned Google Ads coach with over a decade of Google Ads experience, including 6 years working at Google. Each weekly episode contains practical advice based on real-world experience with Google Ads accounts. You'll gain a deeper understanding of bidding strategies, keyword match types, conversion tracking, creative best practices, campaign ...
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Traditional strategy is broken. The world is complex, unpredictable, and constantly shifting—yet most strategy still relies on outdated assumptions of control, certainty, and linear plans. Strategy Meets Reality is a podcast for leaders who know that theory alone doesn’t cut it. Hosted by Mike Jones, organisational psychologist and systems thinker, this show features honest, unfiltered conversations with leaders, strategists, and practitioners who’ve had to live with the consequences of stra ...
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Let's Get Digital is your gateway to the innovators and ideas transforming the digital infrastructure industry. From wireless telecom to fiber networks and data centers, this podcast explores all things digital infrastructure—diving into the trends, technologies, and people shaping the future of connectivity. Hosted by Broadstaff CEO Carrie Charles, each episode features candid conversations with top industry leaders, uncovering the intersection of technology, talent, and transformation. Dis ...
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Explore the intersection of healthcare innovation and leadership with Innovation Beyond the Chart, the podcast that goes beyond patient data to uncover the future of medicine. Hosted by Temitayo Bewaji and the team at Bewaji Healthcare Solutions, this show offers healthcare executives, professionals, and tech enthusiasts actionable insights into cutting-edge topics like artificial intelligence (AI), digital transformation, and health technology. Each episode features thought-provoking discus ...
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Title: Tails of Resilience By: ZodiPaws, in partnership with Animal Rescue Hub Tails of Resilience is a podcast that honors the stories of the people behind animal rescue—from domestic shelters to wildlife rehab, vet clinics to bird sanctuaries, rural transport routes to farm animal havens. Hosted by Jolene Feeney, a mental health therapist and lifelong animal lover, this podcast explores the emotional realities of direct animal care: the heartbreak, the healing, and the resilience it takes ...
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Welcome to Your Organized Life! 🗂️ Are you struggling to stay structured and organized? In this Podcast, we’ll share the ultimate guide to getting your life in order! From practical tips to effective strategies, learn how to transform chaos into calm and boost productivity. Time Management Tips: Decluttering Techniques: Daily Routines: Productivity Hacks: Organizational Tools: Don’t forget to like, comment, and follow/subscribe for more tips on how to lead a structured and organized life. Hi ...
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Fractals of Change is a leadership and transformation podcast about the repeating human and organizational patterns that shape how we grow. Hosted by transformation executive, advisor, and coach Mary Schaub, the show blends psychology, systems thinking, organizational behavior, and lived executive experience to illuminate how change actually happens—within individuals, teams, and entire enterprises. Through solo episodes and conversations with thinkers, researchers, executives, and creators, ...
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Are you a school leader, administrator, or curriculum director searching for a proven way to enhance your PLC and MTSS efforts? The Leading Collaborative Response podcast is your guide to establishing and deepening the Collaborative Response framework within your organization. We know that leading change is complex, and effective collaboration is often messy, but you don't have to navigate it alone. Join hosts Kurtis and Lorna Hewson as they share their insights and interview guest leaders w ...
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A Groundbreaking Guide to Calming Dogs Through the Science of Scent “Will Bangura has nailed the WHY and the HOW of using scent exercises to help fearful and/or reactive dogs. His impressive book, Sniff to Soothe, belongs in the office of every trainer and behaviorist who works with ‘problem’ dogs, and in the home of every dog lover whose dog needs help. Don’t miss this book about the importance of letting dogs use their noses to heal themselves—it’s going to be a classic, and it’s going to ...
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Welcome to Structuring Chaotic Minds: A Show Focused on Balancing Mental Wellness & Life. Created for individuals just like you and me who struggle with anxiety, being overwhelmed, and balancing life due to mental health. I'm your host Melissa Franklin. I am a leadership and development coach who suffers from the amazing combo of Bipolar I disorder and ADHD. And yes, some people think I’m crazy, but I'm still crushing my goals. So, I'm on a mission to amplify the voices about our situations, ...
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Are you ready to transcend polarization and ensure thoughtful citizen participation in our political decision-making process? Democracy is struggling, but we already have the tools to make things better. Join conflict transformation catalyst Duncan Autrey as he reveals the skills and wisdom available to help us co-create the future of democracy. Listen to interviews and talks featuring the many people and concepts ready to help us move forward, including: conflict mediators, dialogue facilit ...
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Talking Peace, Exploring Conflict

Centre of Religion Reconciliation and Peace - University of Winchester

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This podcast series is brought to you from the University of Winchester's Centre of Religion, Reconciliation and Peace (CRRP). Our team talk with both academics and practitioners from around the world about their approaches to peacebuilding and conflict transformation. https://winchester.ac.uk/crrp CRRP is dedicated to helping make a tangible difference to those affected by structural violence and armed conflict. We offer training/consultancy in many areas of peacebuilding and reconciliation ...
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Cold Call

HBR Presents / Brian Kenny

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Cold Call distills Harvard Business School's legendary case studies into podcast form. Hosted by Brian Kenny, the podcast airs every two weeks and features Harvard Business School faculty discussing cases they've written and the lessons they impart.
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Transaction Healthcare is a podcast focused on addressing questions and concerns at the intersection of healthcare, transactions, and business. In each episode, partners from Merritt Healthcare Advisors, an investment bank with a unique focus on healthcare providers and their businesses, share conversations on topics such as practice valuation, industry trends, and selling a healthcare practice.
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Schwab Network

Schwab Network

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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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Welcome to Profits in Practice, the podcast where medicine meets money. I'm your host, Sarah Webb, Managing Director of Webb CFO and financial strategist for physicians. This show is all about breaking down the numbers, decoding the tax code, and helping doctors build lasting wealth, one episode at a time.
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Welcome to the Corporate Crossover: Bound for Success podcast—your go-to resource for ambitious business professionals ready to transition from the corporate world to consulting, entrepreneurship, or building a powerful personal brand. In this episode, we’re diving into a game-changing topic: how to build passive income streams as you prepare to leave your 9-to-5. If you're a corporate professional exploring life beyond the cubicle, this episode will equip you with practical, proven strategi ...
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Recorded at the 2025 annual conference of the Structural Transformation and Economic Growth Programme, held at the University of Oxford. We have a mental model of structural transformation, and we have decades of empirical data to test our ideas about how that process works. But does it happen in the same way everywhere? This question has been hard…
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Send us a text Discover the proven business book structure that turns your expertise into a clear, client-attracting message. Learn how to guide readers and convert them into customers. If you'd like to learn more about what we do, then please check out our new Skool community, Authority Through Authorship: https://www.skool.com/authority-through-a…
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In this episode of Perspectives on Leadership, host Steve Shaw sits down Mark von Appen, a retired fire captain from California. Von Appen is a respected voice known for his leadership blog, Fully Involved. During their discussion, they explore the vital role of clear expectations in firefighter leadership and team success. Drawing on 30 years of e…
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Tech took a beating this week but a lot of stocks rebounded into Friday to close the trading week. One asset that did not recover: Bitcoin, as the cryptocurrency remained below $100,000. Marley Kayden and Sam Vadas talk about the price action and other unsung headlines surrounding the trading day, from Fed speaker commentary to the bidding war for …
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David McAlvany provides an in-depth look at the metals market, discussing gold and silver price predictions. He notes that gold is up over 55% and silver is up 73% year-to-date. He attributes gold's ascent to central bank buying. He also projects silver will reach $65 by Q1 2026 and could flirt with triple digits in the next 2 to 3 years. ======== …
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Topgolf Callaway Brands (MODG) could be sold to Leonard Green, according to reports. News of the tentative acquisition sent shares rallying on Friday's session. George Tsilis considers the headline one that was needed for sentiment surrounding Topgolf. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib…
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DoorDash (DASH) rallied on Friday but saw a staggering sell-off just a week prior following its earnings report. Rick Ducat shows a possible floor forming after the stock hit the brakes post-earnings. On the options front, he notes traders' wider view of the stock when pairing options activity to technicals. ======== Schwab Network ======== Empower…
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Ed Meyercord, CEO of Extreme Networks (EXTR), explains how the company is taking advantage of the AI revolution and walks through their latest earnings. Extreme Networks provides internet in large areas like stadiums, malls, and even the NYSE. He discusses the competitive nature of the field and how a relatively small company is finding its way vs …
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Eric Lascelles thinks the U.S. economy is in “slight decline,” which leaves rate cuts on the table for the Fed in December. He’s looking forward to September payrolls data at the end of next week. He discusses the scattered Dot Plot and disagreements within the Fed on the rate path as conflicting signals bounce around. He also talks about the poten…
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Lisa Martin sees data centers powering a "global infrastructure wave" for the coming years. While she notes short-term headwinds, Lisa sees the A.I. trade "maturing" that will level trade volatility and create a strong foundation for tech growth. Mark Gibbens believes the largest bottleneck to the buildout will be power but sees an A.I. "super cycl…
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Ann Marie Jonkman explains consumer expectations for the holiday shopping season. She says speedy, timely delivery is critically important, and consumers are shifting to shopping earlier to make sure everything arrives on time. Other concerns include sustainability and avoiding shipping fees. She says AI can help increase customer satisfaction by b…
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Bitcoin has taken a beaten with its price action in recent weeks, though the cryptocurrency remains 50% above levels prior to the 2024 presidential election. Bitcoin-holder Strategy (MSTR) is now below its pre-election levels and 60% off its all-time high. LikeFolio's Andy Swan says the company faces much more competition, which adds pricing pressu…
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Stephen Sopko and William Kerwin break down Applied Materials (AMAT) earnings. Stephen thinks the company has done a great job pivoting from China to other Asian markets, but questions if they can continue their growth outside of export-restricted companies. William raised his fair value estimate to $225, citing their guidance into the first half o…
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Shelly Antoniewicz spotlights the economy and consumer, saying the government could probably easily release the September jobs data, but October might be trickier. “The employment picture data is going to be critically important to the Fed’s decision” around rates in December, she stresses. Shelly gives her forecast for 2025 GDP and comments on the…
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“Volatility has been the name of the game all year,” says Ted Thatcher. He looks at the macro picture through the lens of the consumer and what upcoming economic data reports could show about unemployment, holiday shopping, and more. He thinks the Fed is paying attention to the job market and the conditions there will decide if they cut rates or no…
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Tim Bohen doubles down on his A.I. thesis and discredits Michael Burry's shorts against Nvidia (NVDA) and Palantir (PLTR). He explains why both stocks are still poised to be big winners in the A.I. race while making the case that investors should buy dips on Tesla (TSLA). Rick Ducat takes investors through the key levels to watch in each Big Tech s…
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Brendan Ahern takes investors through China's tech trade. He believes Chinese stocks can see upside amid signals of the country's economy stabilizing. He sees policy changes helping Alibaba's (BABA) ecommerce business, though Brendan points to the company's cloud prospects as what investors will watch closely. He notes XPeng Inc. (XPEV) as a busine…
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Despite the big tech sell-off, Morgan Stanley, Oppenheimer, and Wells Fargo all gave praise to Nvidia (NVDA) through a slew of price target hikes on bullish growth expectations. Marley Kayden takes investors through what analysts are thinking as markets brace for what will likely be next week's biggest catalyst. Dan Deming offers an example options…
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Today's Charles Schwab Big Picture turns to the potential for the Fed to cut interest rates in December. Collin Martin attributes the significant probability cut to the government shutdown and the lack of data the FOMC got in October and start of November. He later discusses the credit risk to Big Tech firms taking on billions of dollars in debt to…
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Viktor Shvets says this earnings season is the “best in decades” in terms of growth. However, he thinks the market is becoming “a little bit nervous,” particularly around AI bubble worries. He argues that massive tech changes require bubbles, and thinks we’re a few years away from a potential pop. He discusses the disparity between consumer-focused…
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Kevin Green has his eye on a rotation back in the Mag 7. Market breadth weakened but some mega caps like Nvidia (NVDA) and Microsoft (MSFT) briefly tapped positive territory in the first hour of Friday's down day. KG also notes optimism in global trade with the U.S. dialing back on the biggest tariff restrictions on items not made domestically like…
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Mike Mussio covers the macro picture and thinks it’s “risk-off” right now. He says this shouldn’t be alarming to long-term investors but might be to speculative investors. Mike lays out the best case scenario for 2026, emphasizing market breadth and the longevity of the AI trade. He thinks investors should be trimming their gains before the end of …
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Nvidia (NVDA) got bullish momentum from Wells Fargo and Morgan Stanley ahead of next week's earnings. Diane King Hall talks about what analysts expect from Nvidia's long-term prospects. StubHub (STUB) sunk more than 27% following its worse-than-expected earnings and lack of guidance. Diane later eyes mergers and acquisitions as Merck (MRK) seeks to…
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There's a lot to keep on the docket to close out this trading week. Kevin Hincks opens discussions from the Cboe Global Markets by attributing part of the sell-off to Fed speaker commentary and uncertainty surrounding interest rates. The selling action continued Friday morning, especially in tech stocks. Kevin talks about how markets can counter pe…
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Rick Ducat looks at the upward sloping channel taking place in Apple (AAPL) shares. He compares the iPhone maker to its Mag 7 peers and shows the relative outperformance versus the S&P 500 (SPX). Rick underlines the rising momentum in its RSI study and shows near-term support around the $265 level. Tom White swings by to provide an example options …
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Anthony Kettle joins Morning Movers to discuss emerging markets performance. He says EM yields are still reasonable compared to history and it is a "long duration asset class" with the Fed in a cutting cycle. Anthony says he looks from the bottom-up on the sovereigns versus corporates, citing the Russia-Ukraine war and China's real-estate concerns …
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Steven Dickens says Alphabet (GOOGL) wants to "own the stack, top to bottom" when it comes to the A.I. space. He says its publicly available products like YouTube and Gmail will act as a "deep base" for its vertical A.I. strategy. Steven discusses the omnichannel A.I. updates in Chrome browser, Pixel phones and its Gemini rollout. He says its a fas…
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CrowdStrike (CRWD) is Friday's Chart of the Day on Morning Movers. Rachel Dashiell dissects the "rangey" $50-dollar-wide activity near its $515 support level as an area to watch. She does caution that its momentum study on CRWD's shorter-term chart is pointed down, which could indicate some further weakness ahead. Zooming out to its 1-year chart, R…
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Kevin Green and Diane King Hall examine the overnight equity weakness continuing Thursday's sell-off. From stocks to gold to the U.S. dollar, KG provides a broader glimpse at the potential catalysts for this recent selling. On A.I. tech stocks, KG cites Michael Burry's recent position on the refresh cycles for Nvidia (NVDA) technology as a possible…
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In this first episode of Uneasy Money, hosts Luca Netz, Kain Warwick, and Taylor Monahan dig into the Balancer hack, Berachain’s centralized response, the sudden return of ICO-style distribution, and why some new drops give away so little. Luca explains why he thinks generous airdrops are essential for building a real “army,” Taylor breaks down Met…
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Jim Iuorio says he expected a rally when the government reopened and “doesn’t love” that it didn’t happen. He believes AI is in a bubble, citing “maniacal fervor,” but thinks we’re in “the first third” of its creation. He advises investors to stay nimble and use puts to protect their portfolios. He thinks the market will see a 5% pullback soon but …
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In this episode, Josh Swihart, CEO of the Electric Coin Company, which created Zcash, and Harry Halpin, co-founder of Nym, join Laura to delve into why privacy coins have taken off, and why technology is suddenly at the center of conversations involving governments, financial institutions, and national security officials. They discuss what’s actual…
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In this episode of Fire Service Court, John K. Murphy, an attorney and retired deputy fire chief, breaks down how fire and EMS leaders can build legally safe, effective organizations. Murphy stresses the importance of strong leadership rooted in clear policies, open communication, and accountability. He highlights legal protections under federal an…
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While the continuing tech sell-off drew a lot of oxygen from Wall Street on Thursday's session, Marley Kayden and Sam Vadas turn to headlines under many investors' radars through the major climb in U.S. housing foreclosures and Alibaba (BABA) overhauling its A.I. app. ======== Schwab Network ======== Empowering every investor and trader, every mark…
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Jenny Horne and Adam Lynch have a lot to discuss in this week's Crypto Corner. First, they examine a flurry of headlines for Coinbase (COIN) as the company announced plans to relocate from Delaware to Texas. Coinbase also revealed a new token platform and pulled back plans for a $2B acquisition of U.K. based stablecoin startup BVNK. And, as the U.S…
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David Miller discusses the current market sell-off, labeling it a meaningful risk-off day, yet maintaining a healthy broader view for equities. He delves into the Federal Reserve's interest rate dilemma and questions the true impact of A.I. on tech stocks and advocating for gold miners like Agnico Eagle Mines (AEM) due to central bank de-dollarizat…
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Sealed Air (SEE), the company behind bubble wrap packaging, soared to a two-year high on reports that it seeks to go private. George Tsilis talks more on the details behind the deal and how it would alleviate financial woes hitting Sealed Air. He notes that investors may also have caught onto a "valuation element" as well, though it all depends on …
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Nike (NKE) is stepping up for a rebound. Alex Coffey highlights key chart technicals that include bullish momentum indicators like RSI showing potential for another price jump. When it comes to the options front, Alex notes more call buying activity adding to the bull run. ======== Schwab Network ======== Empowering every investor and trader, every…
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Ole Rosgaard, CEO of Greif (GEF), discusses their recent earnings and the company’s business. Greif is a global industrial packaging company, and Ole sees strong growth ahead. “We’ve been in an industrial recession for about three years now,” he says, and describes how the company has been navigating headwinds and tariffs. He also talks about addin…
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Kevin Davitt notes levels of support to watch in the major indexes as markets head lower today. His key takeaway from 3Q earnings is that tech growth has been around 23%, translating to “basically no growth” in multiple expansion. “We are pushing levels that are historically unusual,” he adds. Nvidia (NVDA) earnings next week will be an interesting…
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Jake Johnston examines the economic pain inflicted by the government shutdown, and how the market is defending support levels. “It could be a ‘bad news is good news’ situation,” he says of the Fed as it moves into the December meeting, positing that the lack of data could give them more cover to cut rates. He also thinks earnings can drive the mark…
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What impact is reshoring manufacturing making on the U.S., and which companies are set to benefit? Sam Klar emphasizes that the process will take a long time, and thinks that’s actually a potential benefit to traders as it affects valuations. He explains the logic and top holdings of the DRES ETF, which his firm created to address this niche. =====…
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As U.S. shares of JD.com (JD) near a 52-week low, Henry Greene points to the company's margins, which he says are "really under pressure." He makes the case that Alibaba (BABA) is a much stronger pick. Olivier Blanchard agrees and says "let Alibaba cook." He points to Tencent (TCHEY) as another "really interesting company to watch." ======== Schwab…
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AI agents are impacting commerce, and Katherine Black thinks they will “transform the retail industry.” She argues that consumers are “researching” on agentic platforms for deals and product quality, which she thinks will eventually move to “transacting on site.” Consumers seem interested in using the technology, particularly “price sensitive” grou…
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Ondas Holdings (ONDS) rallied as much as 30% before pulling back on a day where tech took a beating across markets. George Tsilis turns to the drome maker's earnings as the company inches toward a breakeven EPS. As the company integrates into the hardware and software space, George talks about the company's path ahead if it were to continue its rob…
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LikeFolio's Landon Swan shows a divided social media picture in Meta Platforms (META). Where Instagram has grown in momentum, Facebook lagged. Landon explains where the divergence comes from and how A.I. played a key role in Instagram's growth. As for concerns around Meta's A.I. spending, he believes the company is making the right steps to stay ah…
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Roozbeh Charli, CEO of Einride, discusses the EV company’s path to going public. They operate in seven countries and have “more than 25 blue chip companies” as clients. He also emphasizes $800M in potential ARR on their growth path. He explains that Einride is taking the SPAC route rather than a usual IPO because it was “quick and efficient.” =====…
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Walt Disney (DIS) sold-off on earnings and general market weakness. James Czerniawski believes the company's battle with Alphabet's (GOOGL) YouTube platform presents short-term headwinds. However, he sees long-term growth in its Disney+ streaming platform persisting. Matt Dolgin agrees on the company's streaming prospects and takes a closer look in…
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