In this week’s episode, Mary Spencer and Lia Licietis chat to Peter Oppenheimer, Chief Global Equity Strategist & Head of Macro Research Europe at Goldman Sachs’ Global Investment Research Group. We discuss his two books on equity market cycles and how they relate to the market dynamics we’re seeing today. 

In light of International Women’s Day 2024, Jacob Shah also interviews Mary who explains what this year’s theme #inspiredinclusion means to her.

S5 Ep.11: Cycles and Swims with Peter Oppenheimer

In this episode of The Pallet Plug Podcast, we sit down with Mike Middleton from Eagle Forest Products to dive deep into the lumber industry's intricacies and the pivotal role of pallets and wood products. With a rich background in freight broking, Mike shares his unique journey into lumber sales, shedding light on the stark contrasts between the Southern and Western markets in terms of accessibility, pricing, and delivery challenges.

🌲 Key Highlights:

-From Freight Broking to Lumber Sales: Mike's transition into the lumber and pallet industry.
-The Localized Nature of the South Market: How delivery costs shape the market dynamics differently from the centralized West.
-Competition and Market Dynamics: Insights into the fierce competition for competitive prices and high-quality wood products.
-Building Trust and Relationships: The undeniable importance of honesty, appreciation, and recognition in forging lasting industry relationships.
-Technology and Automation: Exploring the impact of advancements on the industry, including the potential of AI and automation to revolutionize pallet and lumber production.
-The Future of the Pallet Industry: Discussing the challenges small businesses face, the influence of large companies, and the potential for industry consolidation.

🔍 Takeaways for Our Audience:

-Understand the differences in lumber accessibility and pricing across regions.
-Discover the significance of trust, reputation, and strong work ethics in the industry.
-Learn about the challenges and opportunities presented by number four lumber and wholesaler pricing influence.
-Gain insights into the critical role of technology, social media, and automation in shaping the future workforce and the lumber and pallet industry.
-Explore the need for information, education, and transparency in customer interactions.

Whether you're part of the pallet industry, interested in wood products, or simply fascinated by the implications of technology and automation in traditional sectors, this episode offers invaluable perspectives and knowledge. Don't forget to like, share, and subscribe for more insights into the ever-evolving world of lumber and beyond!

Episode 28 - The Pallet Plug Podcast - Mike Middleton SM Eagle Forest Products

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It’s Time to Stop the Prejudice against Mergers and Acquisitions

In "The Data Economy," Prof. Laura Veldkamp explore the strategic role of data in modern economies, highlighting its impact on prediction, uncertainty reduction, and firm-level decision-making. Drawing on advanced macroeconomic and financial frameworks, they offer insights into how data influences production, pricing, market dynamics, and asset valuation. This episode provides valuable tools for practitioners, researchers, and students, presenting both theoretical foundations and practical applications in understanding the economic value of data and its broader implications.

Prof. Laura Veldkamp is a professor of finance at Columbia University's Graduate School of Business and co-editor of the Journal of Economic Theory. She holds a Ph.D. in economics from Stanford and has served on the board of the American Finance Association. A fellow of the Econometric Society and the National Bureau of Economic Research, her research examines the impact of data and AI on markets, consumers, and the macroeconomy, with a focus on how these technologies influence economic measurement, financial valuations, and market dynamics.

This podcast is brought to you by Global Management Consultancy. For more information, please visit www.globalmanagementconsultancy.com.

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The Future of Data in Economics: Prof. Laura Veldkamp’s Key Insights from 'The Data Economy'

The purpose of this podcast is to bring attention to an industry operating in the background yet it is essential to the global supply chain. We are here to talk about the pallet industry, manufacturing, businesses that buy them, equipment and machinery for pallets, environmental impacts of the industry. We are going to try to bring on guests from every part of the industry, people just getting started to the big boys. People creating software to help make the industry more efficient, to the people building the machines to make production faster. We want to bring attention to an industry that has been around for a long time, that has a lot of really cool inspiring people in it. We want to provide opportunities for people to network and have a space where people can come and talk about the industry that has been an enigma for so long.

Welcome to Business Talk, your go-to podcast for the latest trends, insights, and thought-provoking discussions in the business world. Whether you're a business professional, entrepreneur, researcher, or academic, our episodes will challenge you to rethink conventional wisdom and inspire actionable ideas.

Brought to you by Global Management Consultancy, we are committed to driving innovation and excellence in the business community. All content Copyrighted 2024 by Global Management Consultancy.

For more information about our past and upcoming podcasts, please click here:https://www.deepakbbhatt.com/businesstalk

Investment Uncut is a podcast about investing. In each episode, hosts Mary Spencer, Laetitia Anstee-Parry and Jacob Shah are joined by guests to cut through the noise in the world of investing, bringing clarity to your investment decisions. LCP’s investment team advise large institutional investors including pension funds with billions of pounds of assets under management. 

Look out for new episodes every other Wednesday.

New tracks tagged #MarketDynamics