Dividend Myths That Distort Markets (W/ Sam Hartzmark) | #628
In this episode, MedFavor hosts finance professor Sam Hartzmark to debunk common misconceptions about dividends, especially the "free dividend fallacy" where investors treat dividend payouts as extra income without accounting for the corresponding drop in stock price. Hartzmark explains how this misunderstanding leads to poor investment decisions, such as overspending dividend checks and buying dividend stocks at inflated prices during low‑interest‑rate periods. He also discusses how tax considerations, product fees, and active dividend‑harvesting strategies can further erode returns, and why total‑return thinking is essential for long‑term wealth building.
Ro Gupta on Toyota’s Speedboat Strategy for Venture-Driven Innovation
In this episode, Ro Gupta, managing director of Woven Capital—the $1.6 billion growth‑stage venture fund backed by Toyota—explains how the fund operates as a "fleet of speedboats" to scout and accelerate emerging technologies for Toyota’s broader ecosystem. He outlines the dual...
392. Gigawatts & Green Shoots: Data Center 101, Blue Owl's Healthcare Grab, & NYC's Pension Housing Bet
In this episode, Trepwire analysts discuss a "selective stabilization" in commercial real estate, highlighting strong retail sales, modest gains in pending home sales, and the continued affordability squeeze. They examine Blue Owl Capital's $2.4 billion acquisition of Sela Realty Trust, noting...
$22M Exit, Broken Deal & Buyback | Jaclyn Johnson, Founder, Create & Cultivate & Co-Founder, Cherub
Jacqueline Johnson, founder of Create & Cultivate and co‑founder of the angel‑investing platform Cherub, recounts her 20‑year entrepreneurial journey—from early marketing agency work and a pandemic‑era $22 million private‑equity exit to buying back her company in 2024. She highlights the personal...
Building a Profitable Neobank by Doing Everything the Hard Way With Ali Niknam, CEO of Bunq
In this episode, Ali Niknam, founder and CEO of the Dutch neobank bunq, explains how he built a profitable, user‑centric bank by self‑funding it with nearly €100 million (≈ $108 million) and launching with a paid subscription model instead of free plans. He...
Elon Musk Lands Another ‘Moonshot’ Pay Deal
The episode covers three major business headlines: massive tech layoffs at Meta and Microsoft as AI spending pressures costs, Elon Musk’s upcoming SpaceX IPO and a new "moonshot" compensation package that could give him outsized control through dual‑class voting shares,...
The Hidden Toll of Tariffs
In this episode of Thoughts on the Market, Morgan Stanley Global Chief Economist Seth Carpenter and economist Mayank Fatki examine the current state of U.S. tariffs, noting that effective rates have fallen to about 8% but are expected to stabilize...
Should Broadcast Networks Scrap Entertainment Programming?
The episode examines the stark divergence between sports and entertainment programming on broadcast networks, highlighting that NFL viewership has risen 30% over 20 years while non‑sports primetime audiences have fallen more than 75%. It argues that because sports, especially the...
AI, Brand Safety’s Frenemy | Behind the Numbers
In this episode, Marcus talks with UK analyst Bill Fisher and US AI expert Jacob about the surge of AI‑generated "slop" on platforms like YouTube and its impact on brand safety. They highlight how AI content now makes up roughly...
BREAKING: Congressman Tom Suozzi Just Tore Apart Trump’s Trade Defense With One Simple Line of Questioning
In this episode, host challenges the prevailing narrative that recent U.S. tariffs are dramatically raising household costs, disputing figures from the Tax Foundation, Yale Budget Lab, and Moody's that claim tariffs add $1,000 to $4,200 per family annually. The discussion...
MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis
In this episode, Saxo Bank’s chief commodity strategist Ola Hansen explains how the Iran crisis is rippling through energy markets, refined products, fertilizers, metals and agriculture, creating extreme backwardation in crude oil futures. He argues that the forward curve’s steep backwardation...
Q1 2026 vs 2025: What Changed in Ecommerce (The Data)
In this episode, Richard Gaffin and Steve Recook analyze Q1 2026 e‑commerce data versus Q1 2025, highlighting a 13.6% revenue rise driven mainly by returning customers. They note that Meta ad spend jumped 25.3% while ROAS only fell 3%, and...
Hogan Lovells Cadwalader CEO Miguel Zaldivar on Orchestrating a $4 Billion Big Law Merger
In this episode, Hogan Lovells CEO Miguel Zaldivar walks host Patrick Smith through the unprecedented $4 billion merger with Cadwalader, Wickersham & Taft, detailing the transparent, partner‑centric process that secured a 99% approval vote. Zaldivar emphasizes his consensus‑building leadership style, extensive...
EP 22: Ryan Eisenman on AI Meets Private Markets - Optimizing the Investor Experience and Decision-Making
In this episode, Ryan Eisenman, co‑founder and CEO of Arch, explains how private‑market investors still juggle dozens of disparate portals and paper‑heavy processes, a problem public‑market platforms have already solved. Arch’s fintech solution consolidates private equity, credit, hedge fund and...
Inside River Island’s Next Chapter in Ecommerce and Personalization | RTS 2026
In this RTS 2026 interview, River Island’s Director of Technology, Delivery and Transformation, Muriel Naber, shares her unconventional career path—from hospitality to retail tech—and how it shapes her customer‑centric transformation agenda. She explains River Island’s shift from technology‑driven projects to...
Resetting the Modern B2B Growth Agenda
In this episode of the Reinvent B2B Customer Growth Podcast, host Etta Karayani talks with seasoned marketer David Carroll about the seismic shifts reshaping B2B buying—larger buying committees, the rise of generative AI, and a growing "visibility and trust" void....
REIT Leadership Expectations Shifting Amid More Complex Environment: Ferguson Partners
In this episode of the REIT Report, Ferguson Partners' Courtney Kalanog and Mike Cordingly discuss the evolving leadership demands for the next generation of REIT CEOs amid a more complex, less forgiving market environment. Their research, based on interviews with...
Episode 61 - GLP-1s, Biosimilars and Pharmacy Spend: Insights From Employers Health's Book of Business
In this episode, Employers Health’s analytics and clinical leaders, Jack Solomon and Hannah Weitzel, discuss how data‑driven strategies are shaping pharmacy spend, focusing on GLP‑1 weight‑loss drugs and autoimmune biologics. They reveal that about 60% of their client base now...
Interview with Turkiye's Diplomacy 23.04.2026
In this episode, financial consultant Laurent LeCou discusses the current market rally, warning that geopolitics—especially tensions in the Middle East and President Trump's tweets—are driving volatility and could usher in a stagflationary environment reminiscent of the 1970s. He highlights soaring...
Gatorade Gets A 'Lyte' Overhaul and Laird Goes On A Buying Spree
In this episode of CPG Week, Monica Watrous and Lucas Southard discuss PepsiCo’s revamp of Gatorade, introducing new packaging and a three‑pillar "Advanced Hydration System" aimed at the 150 million Americans who experience mild dehydration, including a new longer‑lasting electrolyte blend....
The 8-Figure Open Source SaaS Playbook
In this episode, Omer Khan talks with Yves Concevoy, the founder of Mailgun and Teleport, about how Teleport evolved from a free open‑source tool into an eight‑figure ARR business by focusing on infrastructure identity and AI agent containment. Yves explains...
The 40 Minute Marketing Playbook
In this episode of the Gary Vee Audio Experience, Gary Vaynerchuk argues that marketing—especially digital and social media—is the single most powerful lever for business growth, eclipsing product changes or sales tactics. He stresses the need for relentless, high‑volume content...
Global Soccer: “A Broken System With Staggering Losses”
In this episode of The Sportacast, hosts Scott Soschnick and Eben Novy‑Williams dissect the financial turmoil plaguing global soccer, noting that while overall sports franchise values are rising, top European clubs are slipping down the global rankings. They explore why...
CPG Due Diligence: The Operator Framework Behind a $800M Exit | Keith Levy Part 1
In this episode, M&A Science host Kisan Patel dives deep with operating partner Keith Levy, a veteran of the consumer packaged goods world who spent 24 years at Anheuser‑Busch, led Royal Canin, and oversaw Mars Wrigley’s acquisition of KIND before...
Increasing Conversions: Quick Wins That Work in 2026
In this episode, host Michael Stelzner talks with demand‑generation expert Jay Swendelson about practical, "quick win" tactics for boosting conversions in 2026. They highlight how the flood of AI‑generated content has made authentic, lo‑fi, human‑focused media the most effective converter,...
Xi Wants the Strait of Hormuz Reopened; Cakes and An E-Commerce Crackdown; The Next Stage of Decoupling; The MATCH Act...
In this episode of Sharp China, Andrew Sharp and Bill Bishop dissect a recent call between Xi Jinping and Saudi Crown Prince Mohammed bin Salman, focusing on China's call for the Strait of Hormuz to remain open amid ongoing Iranian...
Why Your Job Title Is Not Your Identity with Jennifer Outlaw
In this episode of the HR Chat Show, leadership strategist and licensed clinical social worker Jennifer Outlaw discusses why a job title should not define one's identity. She shares how her motivations have shifted from seeking formal leadership to becoming...
#365 Making a Success in British Construction
In this episode of Engineering Matters, hosts Alex Conacher and Tim Sheehan talk with Greg Wilkes, a former carpenter turned construction entrepreneur, about navigating the volatile UK building market. Greg shares how he grew a business from £1 million to £5 million,...
How to Close the Machine-Speed Gap in Cyber Defense with Nik Seetharaman of Wraithwatch
In this episode, Nick Seetharaman, founder and CEO of Wraithwatch, discusses how AI can close the speed gap between machine‑driven attackers and human‑limited defenders. He explains Wraithwatch’s AI‑native platform that unifies existing security tools into an intelligent command‑and‑control layer, enabling...
Andrew Yang on AI Job Disruption and Why Policy Is Falling Behind
In this Technovation episode, former presidential candidate and entrepreneur Andrew Yang warns that AI-driven automation is rapidly displacing high‑skill jobs, reinforcing his long‑standing call for a universal basic income funded by taxing AI gains. He explains why policy has lagged—citing...
300. The CEO’s Agenda for Thriving in the Agentic Age
In this 300th episode of Inside the Strategy Room, McKinsey partners Tangi, Sandra, Laurie, and Antoine discuss how CEOs must navigate the "agentic age" of generative AI, which they view as a true general‑purpose technology reshaping industries and company performance....
REFLECTIONS ON LEADERSHIP FROM TWO MIRROR IMAGES (RE-RELEASE)
In this 36‑minute episode, identical twins Colonel Derek Baird and Command Sergeant Major T.J. Baird—one an officer, the other a senior enlisted leader—discuss what leadership means in today’s U.S. Army. Drawing on their parallel yet distinct careers, they share stories...
Practice Marketing Insider
In this 90‑second episode, Christy Plantinga of Place Digital debunks common, outdated marketing myths for therapy practices—like the need for a full website redesign or the belief that Google Ads always outperforms SEO. She highlights how AI and emerging mental‑health...
Trump’s Big Bet on Immigration Isn’t Paying Off for Most Workers
The Wall Street Journal’s "What's News" episode examines President Trump’s immigration crackdown, finding little evidence that reduced immigration has boosted wages or job prospects for U.S.-born workers. Labor Department data show average hourly earnings rose 3.8% overall, but only 3.5%...
ABA's Ecosystem Strategy to Tackle Fraud
In this episode of the ABA Fraudcast, Rob Nichols and Paul Benda discuss the ABA’s ecosystem‑wide strategy to combat fraud, highlighting insights from recent UN and Financial Stability Board summits. They stress that banks alone cannot protect consumers; social‑media platforms,...
British Retail Consortium CEO on Inflation, Labor Reform, and AI Regulation in UK Retail | RTS 2026
Helen Dickinson, CEO of the British Retail Consortium, discussed how the BRC supports UK retailers amid rising inflation, supply‑chain pressures from the Middle East conflict, and upcoming labor law changes. She highlighted the need to influence government on energy taxes...
EU Frees up Money for Ukraine
The episode reports that the European Union has finally unlocked a €90 billion (≈ $100 billion) loan for Ukraine after a dispute with Hungary over the Druzhba oil pipeline was resolved. Former Ukrainian economy minister Timothy Milovanov explains that about two‑thirds of the...
What If Wellbeing Is A Work Design Problem with Jo Yarker
In this episode of the HR Chat Show, Professor Jo Yarker, an occupational psychologist, explains that many organizations treat wellbeing as a tick‑box exercise rather than a work‑design issue, leading to superficial interventions that aren’t measured for impact. She introduces...
1180: Where Finance Meets the Real World | Scott Thorell, CFO Benetrends
In this episode, CFO Scott Thorell shares his journey from public accounting at Ernst & Young and global audits at Campbell Soup to leading finance in mid‑market, founder‑led companies, most recently Benetrends Financial. He discusses the unique challenges of scaling...
Flip Reaches $12M ARR with AI Voice Support for 250 Brands
In this episode, Brian Schiff, co‑founder and CEO of Flip (formerly RedRoute), explains how the company pivoted from a Cornell‑based ride‑sharing app to a verticalized AI voice assistant that automates customer‑service calls for transportation, retail, and healthcare firms. Flip now...
SBJ Morning Buzzcast: April 22, 2026
The episode covers three major sports business developments: record NWSL expansion fees with Haslam Sports Group paying $205 million for a Columbus franchise and a $165 million fee for an Atlanta team, Churchill Downs’ $85 million acquisition of the Preakness and Black-Eyed‑Susan Stakes...
Debating Whether Climate Risk Is Already Priced In
In this Bloomberg Intelligence ESG Currents episode, hosts Grace Osborne moderates an Oxford‑style debate on whether climate risk is already priced into financial markets. Pro‑motion speaker Dr. Jacob Tomai argues that abundant climate data, strong investor sentiment, and recent research...
Everyone Has a Role to Play with Inventory By Tim Grant
In this 11‑minute episode, Tim Grant explains how inventory management has shifted from siloed functions to a collaborative, cross‑functional process that involves every department—from shipping and receiving to procurement, operations, production, sales, accounting, and senior management. He highlights how each...
How to Use AI for Massive Everyday Productivity Gains
In this 12‑minute episode, Tam Pham explains how to turn AI from a novelty into a daily productivity engine. He highlights three practical tactics: embedding AI extensions in your web browser for instant summarization and drafting; using AI meeting bots...
The Evolution of Sales Enablement in the Age of AI - Yega Kumarappan - Paperflite
In this episode, Mike Maynard talks with Yeager Kumaraparan, co‑founder of Paperflite, about the evolution of sales enablement from simple content distribution to AI‑driven, agent‑based platforms that guide reps through the entire deal lifecycle. Kumaraparan explains how Paperflite’s suite—covering prospect...
What Scares Hollywood’s Top Producers the Most About the State of Movies
In this live CinemaCon episode, legendary producers Jerry Bruckheimer and Emma Thomas discuss the new Filmmakers Council aimed at protecting theatrical exhibition, the fallout from compressed release windows, and the looming Warner‑Paramount merger. They stress that strong, well‑budgeted movies and...
Parcel Shipping Operations: Moving Packages in Minutes with DHL
In this episode Kevin Lawton talks with Eric Ricardo, VP of Operations at DHL eCommerce, about how the company moves millions of parcels daily through a network of roughly two dozen U.S. facilities and a cross‑dock in Canada. Ricardo explains...
Credit Crunch: Around the World of Global Credit in 60 Minutes
In this 60‑minute special, Bloomberg Intelligence’s global credit team walks through the latest dynamics across regions, starting with the Gulf Cooperation Council (GCC) where Basel Al‑Wakayan notes a surprisingly resilient credit market post‑ceasefire, tighter sovereign spreads and a shift toward...
We Are All Workerbees
The episode explores how the modern workplace has become unpredictable, with shifting hiring practices, evolving job expectations, and constant adaptation required of employees. Through interviews with workers, recruiters, hiring managers, and leaders, listeners hear personal stories of long job searches,...
US Senators Grill New Fed Chair
The episode examines the Senate hearing of President Trump’s nominee, Kevin Warsh, for Federal Reserve chair, focusing on concerns about his independence, wealth, and proposed reforms to Fed policy and communication. Senators probe Warsh on his relationship with Trump, his...