Joe Bates is a member of the Bad River Band, a Native American Tribe residing along Lake Superior in Wisconsin. He and his community have been embroiled in a long-standing legal and public relations battle against Enbridge, a Canadian energy company, to protect their ancestral lands. This struggle has been documented in "Bad River," a documentary film released in early 2024, which showcases Bates and his fellow activists within the band. Joe joins Jay to share his personal journey of activism, the profound influence of past generations of tribal and environmental activists on his own path, and the ongoing fight against Enbridge, which affects the future of water protection in America. To learn more about the Bad River Band, click here. Episode Chapters (00:00) - Intro (01:19) - Joe’s activist history (04:31) - The connection between the Bad River Band and their land (10:06) - How did Enbridge come to have pipes under native land against the Bad River Band’s wishes? (14:00) - The threat’s Enbridge’s Line 5 poses to the environment (18:10) - “You can’t put a price tag on what we have. What we have is priceless.” (19:23) - Joe and Jay discuss the documentary “Bad River” (22:58) - Thank you and goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/…
Market Elevation is a casual and compelling conversation amongst market insiders made up of equal parts expertise, relevance, and humor.
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Cirrus Market Outlook 2025: Risk-on Posture to Collide with Valuations as Fed Breaks Promise.
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34:03in this episode, Satya Pradhuman outlines the firm’s framing of the current market environment in our latest Market Elevation Podcast. We continue to hold a favorable outlook on equities as we barrel into 2025. Rebounding earnings and the recent change to a risk-on run are likely to remain as fundamentals have been strong and likely to continue. In…
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Cirrus Market Outlook: Q4 2024 - Credit Expansion Cycle to Broaden Leadership and Temper a Quality Bias.
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34:27In this episode, Satya Pradhuman outlines the firm’s framing of the current market environment in our latest Market Elevation Podcast. Leadership will continue to be stress-tested as a more cyclical market leadership profile settles and the grumblings over NVIDIA’s (NVDA) deceleration in growth become louder. By the first quarter of next year, the …
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Cirrus Market Outlook: Q3 2024 - Barbelled Mag-7 and Value to Close Strong in ’24!
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31:58in this episode, Satya Pradhuman outlines the firm’s framing of the current market environment in our latest Market Elevation Podcast. A combination of solid earnings for the market, notably strong for the AI segments, and easy credit allows for a pro-equity stance. The challenge for managing the portfolio as we close the year are twofold. The firs…
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Cirrus Market Outlook: Q2 2024 - Dovish Fed & Stabilizing Profits Drive Markets Higher.
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31:11In this episode, we walk through the outlook for US equities. In short, a very constructive outlook is really set up for us in terms of looking out to the rest of 2024. Part of this has to do with these bottoming of the profit cycle, and also the easy credit backdrop that we see. In addition, we also see a Fed that's likely to be more dovish. The i…
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Q1 2024 Market Crowding Spotlights Changing of the Guard Risks
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39:42While fundamentals remain constructive for the 2024 equity market outlook, intra-market rotations abound. The market’s thirst for AI tools and technology investments in 2023 played out in a dramatic fashion. A stabilizing profit cycle coupled with a supportive credit market allows investors to look more broadly at opportunities in equities. In shor…
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Cirrus Market Outlook: Q4 2023 Soft landing and interest rate risk point to a Value tilt.
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35:00Soft landing and interest rate risk point to a Value tilt. A rebound in earnings expectations and better-than-expected economic data have been hinting at a stabilization in the profit cycle. While a bottoming profit cycle is critical to a fundamental shift away from Growth to Value, a spike in rates is the accelerant to a break in speculative strat…
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Cirrus Market Outlook: When Investors Chase the “Pick and Shovels” of the AI Trade.
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28:44The current run-up in the market appears to be an echo of the Y2K/Internet melt-up. In both periods, we experience a dramatic surge in Technology spending, effectively pulling technology consumption several years in advance, and allowing markets to chase the sector with reckless abandon. In both instances, a sharp break occurs followed by a major d…
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Market Elevation - Cirrus Outlook
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34:54Key Takeaways: -Testing for aftershocks – watching credit and regional bank ripples. -Quality Bet Amplified as Capital Markets “Join” in the Tightening Cycle. - The Sell-side is behind the Curve; Earnings Expectations to Roll Lower before they Bottom. - Fed Offset Limits Rate Risk for the Growth Investor; Growth Strategies Get a Short Reprieve. - L…
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Market Conversation: 2023 Outlook
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37:09The outlook for US equities in 2023 remains locked in a defensive stance. With sharp reversals seen in the bear market of 2022, excesses are worn down and valuation adjustments allow investors to look more opportunistically in the coming year. In short, 2023 becomes a market of stocks, not a call on a stock market. 2023 is a more nuanced year where…
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Q4 2022 Outlook - Barbell Strategy
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31:41
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31:41Satya Pradhuman outlines the firm’s framing of the current market environment. He walks through the barbell strategy which allows for a slowdown in the global profit cycle, the ongoing challenges with rising energy costs and the struggles of the Fed to contain inflation. https://cirrus-res.com/ The information contained in this Podcast report ("Pod…
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When the Market Turmoil Gets Personal: Personal Finance Decisions for Investors Part 2
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26:30We continue our discussion for Part 2 of Market Conversations – When the Market Turmoil Gets Personal: Personal Finance Decisions for Investors. Featuring Maili Wong of Wellington-Altus and Bill Kan of Candent Capital Terms that resonate in this session are “A plan”, “discipline” and “a willingness to adapt.” These are all critical elements that al…
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When the Market Turmoil Gets Personal: Personal Finance Decisions for Investors Part 1
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26:23Market Conversations – When the Market Turmoil Gets Personal: Personal Finance Decisions for Investors. Featuring Maili Wong of Wellington-Altus and Bill Kan of Candent Capital Terms that resonate in this session are “A plan”, “discipline” and “a willingness to adapt.” These are all critical elements that allow for managing through market turmoil. …
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Cirrus Q3 2022 - Market Outlook Part 2
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30:50Listen to part 2. Investors are uniquely challenged as we struggle, for the first time in many decades, to properly frame a portfolio with both an inflation strategy and a recession posture. As the Fed continues its restrictive monetary policy, it must walk the tightrope between an inflationary jump and a heavy-handed approach leading to a profits …
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Cirrus Q3 2022 - Market Outlook Part 1
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17:32Investors are uniquely challenged as we struggle, for the first time in many decades, to properly frame a portfolio with both an inflation strategy and a recession posture. As the Fed continues its restrictive monetary policy, it must walk the tightrope between an inflationary jump and a heavy-handed approach leading to a profits recession and poss…
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Market Elevation with Ken Chiang - Part 2
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28:28In this episode of Market Elevation, part 2, we speak with Ken Chiang, CEO of Redwood Peak. He offers relevant nuggets on framing the portfolio in an environment where we face possible secular changes in inflation, increased risks to a supportive interest rate backdrop, the efficacies of valuation, and the hunt for growth! Learn more at https://cir…
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Market Elevation with Ken Chiang - Part 1
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35:27In this episode of Market Elevation, part 1, we speak with Ken Chiang, CEO of Redwood Peak. He offers relevant nuggets on framing the portfolio in an environment where we face possible secular changes in inflation, increased risks to a supportive interest rate backdrop, the efficacies of valuation, and the hunt for growth! Learn more at https://cir…
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