Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Cross Asset Strategy

<ul>
<li>EM sovereign debt has seen significant changes since the pandemic, but no wave of defaults has occurred</li>
<li>China's debt numbers are higher than Europe's for the first time, impacting the global market</li>
<li>Sovereign debt restructuring remains a complex and idiosyncratic process, with challenges ahead for debt dynamics and growth in the EM market</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


EM sovereign debt has seen significant changes since the pandemic, but no wave of defaults has occurred
China's debt numbers are higher than Europe's for the first time, impacting the global market
Sovereign debt restructuring remains a complex and idiosyncratic process, with challenges ahead for debt dynamics and growth in the EM market

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

Equity Bottom-Up

Roche Holding AG develops and manufactures pharmaceutical and diagnostic products. The Company produces prescription drugs in the areas of cardiovascular, infectious, autoimmune, respiratory diseases, dermatology, metabolic disorders, oncology, transplantation, and the central nervous system. Roche Holding serves customers worldwide.

<ul><li>Nicola Tangent and Thomas Schnecker discuss the success and innovation of Roche, a leading healthcare company.</li><li>Schnecker highlights the importance of understanding the genome to drive innovation in cancer treatment.</li><li>The conversation delves into the impact of pricing, leadership, and the company's long-term vision and commitment to patient outcomes.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nicola Tangent and Thomas Schnecker discuss the success and innovation of Roche, a leading healthcare company.Schnecker highlights the importance of understanding the genome to drive innovation in cancer treatment.The conversation delves into the impact of pricing, leadership, and the company's long-term vision and commitment to patient outcomes.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Roche CEO: Future of cancer treatment, AI in Medicine and Trial Challenges

Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Orla Mining Ltd. of Canada operates as a mineral exploration company. The Company focuses on acquiring mineral exploration opportunities.

<ul><li>Orla Mining acquired by Newmont in $850 million deal with production assets in Mexico and development assets in the United States</li><li>Orla Mining has strong shareholder support including PL mining 10% of the company, Fairfax, Newmont, and Agnico</li><li>Muscle White mine in Canada has a 6.23 grams per tonne reserve grade with a reserve life until 2030, operating at 1 million tonnes per annum with high recoveries and FIFO operated mine with camp upgrades in progress</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Orla Mining acquired by Newmont in $850 million deal with production assets in Mexico and development assets in the United StatesOrla Mining has strong shareholder support including PL mining 10% of the company, Fairfax, Newmont, and AgnicoMuscle White mine in Canada has a 6.23 grams per tonne reserve grade with a reserve life until 2030, operating at 1 million tonnes per annum with high recoveries and FIFO operated mine with camp upgrades in progressThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Commodities

<ul><li>Announcement about attending the Indaba mining conference in South Africa in 2025</li><li>Discussion on the Russian uranium enrichment ban and its implications</li><li>Explanation of the uranium conversion and enrichment process for nuclear reactors</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Announcement about attending the Indaba mining conference in South Africa in 2025Discussion on the Russian uranium enrichment ban and its implicationsExplanation of the uranium conversion and enrichment process for nuclear reactorsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related accessories. The Company also offers payment, digital content, cloud and advertising services. Apple Inc.'s customers are primarily in consumer, small & mid-sized business, education, enterprise and government markets worldwide.

<ul><li>Apple's approach to architecture and design is focused on efficiency and performance per watt, enabling them to deliver high performance in compact form factors.</li><li>The company's functional organization structure allows different teams to work closely together, ensuring seamless integration of hardware, software, and silicon.</li><li>Apple's continuous pursuit of performance is driven by a combination of innovative architecture, design optimization, and collaboration with software teams to push the limits of technology and stay ahead of industry trends.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Apple's approach to architecture and design is focused on efficiency and performance per watt, enabling them to deliver high performance in compact form factors.The company's functional organization structure allows different teams to work closely together, ensuring seamless integration of hardware, software, and silicon.Apple's continuous pursuit of performance is driven by a combination of innovative architecture, design optimization, and collaboration with software teams to push the limits of technology and stay ahead of industry trends.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger

Collection of Aggregated Podcasts on Smartkarma

Podcasts
Collection of Aggregated Podcasts on Smartkarma

EM as an Asset Class 2024

Ben presents the credit strategy report during the webinar, highlighting that EM sovereign debt has not seen widespread defaults during the...

At Any Rate

Roche CEO: Future of cancer treatment, AI in Medicine and Trial Challenges

The CEO of Roche, a leading healthcare company, discusses their role in driving innovation and advancements in cancer treatment, personalized...

In Good Company with Nicolai Tangen

We unpack 2 North American Deals

Orla Mining acquired by Newmont in $850 million deal with production assets in Mexico and development assets in the United States Orla Mining has...

Money of Mine

Russian sends uranium stocks flying

Excitement for attending Indaba mining conference in Africa, seeking suggestions for site visits and content creation, explanation of Russian...

Money of Mine

Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger

Apple's detailed and architecture-focused presentations highlight their commitment to performance per watt, integration of hardware, software, and...

The Circuit