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The So What from BCG


Justin Manly, BCG’s lead on growth and innovation, explains how businesses can choose the right growth strategy given their aspirations and position in the market. Whether a company is gaining or losing share, in a booming or sluggish industry, profitable growth depends on knowing your starting point. Learn More: Justin Manly: https://on.bcg.com/4kGYyPH BCG’s Latest Thinking on Growth and Innovation Analytics: https://on.bcg.com/4kjTEIB BCG’s Latest Thinking on Corporate Finance and Strategy: https://on.bcg.com/3ZeAMlX Your Growth Strategy Depends on Your Starting Point: https://on.bcg.com/43YpzZm The Vitality Code: How Growth Leaders Master Strategy, Technology, People, and Culture: https://on.bcg.com/4dMKjH1 This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…
Sosnoff / Ratigan - Truth or Skepticism from tastylive
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Manage series 2787731
tastylive에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 tastylive 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Tom Sosnoff and Dylan Ratigan reunite for a weekly podcast, ranting on everything from sports and investing to politics and monetary policy.
…
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145 에피소드
모두 재생(하지 않음)으로 표시
Manage series 2787731
tastylive에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 tastylive 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Tom Sosnoff and Dylan Ratigan reunite for a weekly podcast, ranting on everything from sports and investing to politics and monetary policy.
…
continue reading
145 에피소드
모든 에피소드
×This week, Tom and Dylan unpack the surprising twist in the Nippon Steel–U.S. Steel merger. The U.S. government has secured a powerful new “G” share, giving it unprecedented control over key domestic operations. What does this mean for the future of American industry—and for an administration once seen as pro-business and anti-regulation? Tune in as they explore the fine print, the political fallout, and what it signals about the evolving role of government in corporate America.…
When a business or country is run by someone surrounded by sycophants, you lose the adults in the room. Without dissenting voices, it's hard to properly think through issues. Ultimately, it leads to protests in the streets, like we're seeing in LA and Chicago. On this week's episode, Tom and Dylan want to know, where did the adults go?…
It wasn't long, but it was intense. The bromance seems to be over between Trump and Musk. The question is, what will the fallout be? Who keeps the house and is Stephen Miller's wife leaving with Elon? Tune into this week's episode as Tom and Dylan discuss the end of the Elon/Trump era.
The last decade has seen a political bifurcation of the United States. We've endured a pandemic. Despite all that, equity markets seem unfazed. The question becomes, what, if anything, can bring down the stock market? Tune into this week's episode as Tom and Dylan discuss the strength in U.S. equity markets and if they're impervious to all threats.…
The corruption has hit a new high. Or low. Investments in construction projects. Meme coins. Airplanes. The White House may need a new color because the innocence has been sacrificed in the name of personal reward by its occupant. Tune into this week's episode as Tom and Dylan discuss the dissent of U.S. ideals into personal deals.…
The crypto space is still in its early stages, as users and investors try to understand its purpose and long-term potential. That process isn’t helped when the President of the United States launches a meme coin with no intrinsic value—except for the potential financial gain of himself and his family. Recent reporting from The Wall Street Journal and Financial Times reveals who benefited from the meme coin launches by President Trump and the First Lady. On this week’s episode, Tom and Dylan examine what these developments mean for the credibility of financial markets.…
Earlier this week, reports emerged that Amazon planned to display tariff costs directly to consumers. But after backlash from the White House, the company swiftly reversed course. Meanwhile, a new Executive Branch club—backed in part by Don Jr.—made headlines. For $500,000, members gain access to exclusive events with wealthy elites and figures from the Trump Administration. We’re witnessing an administration that consistently blurs the lines of propriety, and many are left wondering: when will the pushback come—and from where? All this and more on this week’s episode.…
Alphabet and Meta are facing regulatory consequences for becoming monopolies. It's not something we see happen often in the U.S. and it begs the question, is breaking a company up because it became too big a good thing or bad? On this week's episode of Truth or Skepticism, Dylan and Tom discuss, plus Dylan shares a story about the time he pissed off Bill Gates.…
Nations have different types of power. One is economic. Another is influence or soft power that comes from goodwill. We attract the best and brightest from around the world to go to our schools. We draw in capital because our markets are the best and most liquid. But as Chairman Powell said today in Chicago, the impact of the current economic policy could put all that at risk. On this week's episode, Tom and Dylan discuss the continued fallout from tariffs and retribution.…
Tariffs on. Tariffs off. They didn't even last a full 24 hours before Trump gave most countries a reprieve but raised tariffs on China to 125%. Markets rallied on the news and hopes that a disaster was averted. But is this type of movement good for a market? Is it good for trade? Tune into this week's episode as Tom and Dylan discuss the latest in the trade war.…
When you change economic policy as dramatically as we have in the last two months, there are bound to be unintended consequences. What are those consequences? Time will tell. But already we're seeing the European Union discuss improving their financial markets so they're more accessible. Germany is rearming. The consequences of trade policies are leading to places we may not have expected. Tune in as Tom and Dylan discuss the unintended consequences of trade policies.…
MicroStrategy was the first company to change their business model to rely on investing in bitcoin. Yesterday, GameStop became the second. At the same time, the Trump family is planning to launch a stable coin. We're seeing undue risk with assets and a threat to market integrity all at the same time. On this week's episode, Tom and Dylan cover this and more.…
When Russia invaded Ukraine, there was a brain drain from Russia. The best and brightest left for better opportunities. The U.S. was a beneficiary of that just as we've benefitted from kids from other countries, where little academic opportunity existed, coming to the U.S. But now we're seeing the government pull back on funding and threatening other schools that graduates won't be hired if curriculums aren't in line with political objectives. Tom and Dylan discuss the repercussions of this on this week's episode.…
Over the past year, crowdsourcing has increasingly replaced facts backed by proof, while regulatory enforcement has declined. This shift allows for new ideas but also threatens the integrity of institutions built on truth. In this episode, Tom and Dylan explore the value of truth, the dangers of subjective facts, and the consequences of lacking regulatory oversight.…
The U.S. is the financial epicenter of the world. A big reason for that is the political role we have historically held. The current administration seems willing to abdicate our leadership role in the world in order to focus more internally. But if that happens, what does it mean for financial markets?…
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Sosnoff / Ratigan - Truth or Skepticism from tastylive

Can you put a successful CEO in the White House and get a good outcome? It's a fair question. And, it's one with which we're experimenting right now. The jury is out at the moment, but the early returns seem questionable. Maybe it's just early mistakes that will bring learning experiences and better outcomes. Time will tell. Tune in for this week's episode as Tom and Dylan talk about running a government vs. running a company.…
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Sosnoff / Ratigan - Truth or Skepticism from tastylive

This administration has too much regulation. This administration has too little regulation. Which administration is just right? That's the question Tom and Dylan are attempting to tackle on today's episode. Markets need regulation to have enough integrity that investors feel confident. But too much regulation and it markets can grind to a halt. Finding the sweet spot is always the challenge. This and more on this week's episode.…
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Sosnoff / Ratigan - Truth or Skepticism from tastylive

How do we define what is ethical and what is corrupt? There are clear lines for solving math problems or questions that rely on agreed upon principles. Artificial Intelligence (AI) can take over those things and do them both better and faster. But what happens if we rely on AI for questions of morality? Can AI handle subjective topics and what is the risk if we rely on it for those things? That and more on this week's episode.…
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Sosnoff / Ratigan - Truth or Skepticism from tastylive

One of the most important aspects of success is being able to tell a great story. Donald Trump is a great storyteller. Whether he's a good politician is open to debate. When success is dependent more on the ability to tell stories than delivering results, does it skew where we place our efforts? Tom and Dylan discuss the importance of being a good storyteller and more on this week's episode.…
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Sosnoff / Ratigan - Truth or Skepticism from tastylive

Are monopolies something we need regulators to break up or can we rely on the marketplace to do it? The answer depends. According to Tom, if the market can maintain its integrity, then the market will draw competitors that prevent monopolies. Tune into this week's episode as Tom and Dylan discuss DeepSeek, market integrity, taxes and disruption.…
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Sosnoff / Ratigan - Truth or Skepticism from tastylive

1 Why Markets Might Be About To Change (Potentially More Than 2008?) 41:47
41:47
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좋아요41:47
A free-market economy is reliant upon a competition and ambition. What happens when the playing field tilts, and you need to bow to political powers? It pushes everyone to the same side of the field and instead of competing, they have to align. Can a market economy continue to thrive in that environment? On this week's episode, Tom and Dylan tackle the idea of having to kiss the ring and more.…
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Sosnoff / Ratigan - Truth or Skepticism from tastylive

Fires in LA are still burning, but as we begin looking forward and toward the rebuild, there are important things we need to consider. One is homeowners' insurance. Insurance companies will likely use this catastrophe to charge massive premiums. We also will have a need for labor. Where will that labor come from at a time when we're looking at mass deportations? All that and more on this week's episode.…
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Sosnoff / Ratigan - Truth or Skepticism from tastylive

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Sosnoff / Ratigan - Truth or Skepticism from tastylive

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Sosnoff / Ratigan - Truth or Skepticism from tastylive

President-elect Trump nominated Paul Atkins for SEC Chairman. Atkins has previous experience with the SEC during the George W. Bush years. Could this be an opportunity for the SEC make trading more accessible to more people? What would Tom like to see Atkins push for? Also, we're seeing the highest level of CEO turnover that we've ever seen. Is that a function of CEOs being bad at what they do or is it the demand for success is becoming immediate? On this week's podcast, Tom and Dylan discuss SEC opportunities and what makes for a successful CEO.…
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Sosnoff / Ratigan - Truth or Skepticism from tastylive

Is Jake Paul a successful boxer? Or is he a successful promoter? Is Donald Trump a good politician or a successful promoter? It seems the traditional method of becoming successful, which was developing qualifications, has been supplanted by an ability to promote oneself. Whether that is good or not remains to be seen. Tune into this week's episode where Tom and Dylan discuss the path of success and how it's changed.…
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Sosnoff / Ratigan - Truth or Skepticism from tastylive

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Sosnoff / Ratigan - Truth or Skepticism from tastylive

1 We Accidentally Started the Only Truthful Media Company in America 41:26
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나중에 재생
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좋아요41:26
Earlier this week, The Washington Post decided not to endorse a candidate for president. The Post's owner, Jeff Bezos claimed it was because people don't trust the media. But was the decision actually driven out of a fear of retribution? Have threats against the media already managed to suppress freedom of speech? Tune in as Tom and Dylan discuss the upcoming election and whether endorsements are a casualty of retribution rhetoric.…
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Sosnoff / Ratigan - Truth or Skepticism from tastylive

We're getting to crunch time with elections less than two weeks away. Interest rates are rising. Commodities are rising. Betting markets are saying one thing. What does it all mean? On today's episode, Tom and Dylan discuss what the market may be telling us about the upcoming election.
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Sosnoff / Ratigan - Truth or Skepticism from tastylive

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