459 episodes

TEK2day Podcast: Technology, Capital Markets, Entrepreneurship, Leadership, Corporate Governance. Check out our content at TEK2day.com

TEK2day Podcast TEK2day

    • Technology
    • 5.0 • 7 Ratings

TEK2day Podcast: Technology, Capital Markets, Entrepreneurship, Leadership, Corporate Governance. Check out our content at TEK2day.com

    Ep. 443: The Looming U.S. Recession, Earnings & Stagflation

    Ep. 443: The Looming U.S. Recession, Earnings & Stagflation

    A general catch-up on the looming recession, Tech earnings, Stagflation and more. Buy a copy of our Amazon Kindle book here: https://www.amazon.com/Stagflation-Imminent-Jonathan-Maietta-ebook/dp/B091NB9V7M

    • 5 min
    Ep. 442: Fed, Fed, Fed Up

    Ep. 442: Fed, Fed, Fed Up

    A quick review of our recent TEK2day published written content. Learn more at TEK2day.com

    • 7 min
    Ep. 441: Insurers & Alternative Asset Investing with SS&C Technologies

    Ep. 441: Insurers & Alternative Asset Investing with SS&C Technologies

    Scott Kurland and Dan Pallone of SS&C Technologies (ticker: SSNC), joined the TEK2day Podcast to cover the insurance industry as it relates to insurance carriers investing in alternative asset classes in the pursuit of yield.

    We recently covered this topic in our TEK2day Spotlight report “THE EVOLVING INSURANCE INDUSTRY” which SS&C was kind enough to sponsor. SS&C recently published an e-book “10 CONSIDERATIONS THAT ‘LEND’ CREDIBILITY TO PRIVATE MARKET INVESTING”, that covers similar subject matter. Both the e-book and our spotlight report may be accessed below.

    Access the SS&C e-book here: https://www.ssctech.com/resources-insights/pdfs/10-considerations-private-market-investing

    Access the TEK2day Spotlight report here: https://tek2day.com/2021/07/29/tek2day-spotlight-the-evolving-insurance-industry/

    For more TEK2day content visit https://tek2day.com/
    For more on SS&C Technologies visit https://www.ssctech.com/

    The TEK2day Podcast is available across all popular podcast playing platforms including Apple and Spotify:

    Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408

    Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b

    Check out our parent company – CEORater – where you may anonymously rate your company and CEO at CEORater.com

    Visit CEORater on LinkedIn: www.linkedin.com/company/ceorater

    • 19 min
    Ep 440: A Win For Intuit. A Loss For Facebook

    Ep 440: A Win For Intuit. A Loss For Facebook

    A Win for Intuit. A Loss for Facebook:
    Intuit (ticker: INTU), recently announced that it had agreed to acquire Mailchimp, the marketing platform used by small and medium-sized businesses (we are a Mailchimp customer). Intuit is in the business of serving the SMB market. Facebook (ticker: FB), also serves SMBs and made a smart acquisition last year (Kustomer acquisition) to bolster its SMB offerings. Mailchimp is the type of company that would have been a financial rounding error for Facebook in the near-term, yet would have tightened Facebook’s grip on the low-end of the market while simultaneously providing FB with the means to extend up market. Thus, missing this deal was a strategic blunder for Facebook.

    For more TEK2day content visit TEK2day.com

    The TEK2day Podcast is available across all popular podcast playing platforms including Apple and Spotify:
    Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
    Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b

    Check out our parent company – CEORater – where you may anonymously rate your company and CEO at CEORater.com

    Visit CEORater on LinkedIn: www.linkedin.com/company/ceorater

    • 2 min
    Ep. 439: Hate To Say Price Inflation Is Here To Stay

    Ep. 439: Hate To Say Price Inflation Is Here To Stay

    Elevated prices of goods and services are largely here to stay as a result of the Federal Reserve having dramatically inflated the money supply beginning in Q2 of 2020. These persistent price increases combined with stalling real GDP growth translate to stagflation. In April we wrote in our Amazon Kindle book that Stagflation Is Imminent. Stagflation is now here. Purchase a copy of our book “Stagflation Is Imminent”, here for only $9.99: https://www.amazon.com/Stagflation-Imminent-Jonathan-Maietta-ebook/dp/B091NB9V7M

    Read about the origin and evolution of the word “inflation” here: https://drive.google.com/file/d/1aUAXj0ooKmbIONVZXMu9vbKUCkmsEqS1/view?usp=sharing

    Read about the Atlanta Federal Reserve’s Real GDP measure here: https://www.atlantafed.org/-/media/documents/cqer/researchcq/gdpnow/RealGDPTrackingSlides.pdf

    For more TEK2day content visit TEK2day.com

    The TEK2day Podcast is available across all popular podcast playing platforms including Apple and Spotify:
    Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
    Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b

    Check out our parent company – CEORater – where you may anonymously rate your company and CEO at CEORater.com

    Visit CEORater on LinkedIn: www.linkedin.com/company/ceorater

    • 8 min
    Ep. 438: More On Management Teams

    Ep. 438: More On Management Teams

    Quality Companies Outperform Over The Long-Term

    We will say it until we are blue in the face: Management Teams Matter.

    A high quality management team starts with a high-quality CEO. Quality management teams build quality companies. They do the hard, tedious work required to build the best products and processes in order to deliver maximum customer value. CEOs of these companies typically share certain attributes. For example, they invest for the long-term and work to drive long-term shareholder value. They will not for example chase a short-term “hype” opportunity to drive short-term gains as MicroStrategy (tkr: MSTR) CEO Michael Saylor has done in his pursuit of Bitcoin riches. Quality companies and CEOs such as Andy Florance of CoStar Group (tkr: CSGP), Henry Fernandez of MSCI (tkr: MSCI) and Bill Stone of SS&C Technologies (tkr: SSNC), are in it for the long haul. They won’t chase M&A targets with exorbitant valuations. They won’t roll out flavor of the month products that deliver negligible customer value. They will invest to deliver long-term shareholder value. This long-term approach may translate to underperformance during bubble periods such as the mother of all bubbles that we operate in today. However, quality management teams won’t blow you up. They won’t make poor capital allocation decisions nor deliver poor financial performance. Quality companies do tend to outperform when the economy and markets are soft and when markets are “normal”. Quality companies also tend to outperform over multi-year periods. Below we benchmark CSGP, MSCI and SSNC vs. the NASDAQ Composite. Read full article here: https://tek2day.com/2021/07/08/quality-companies-outperform-over-the-long-term/

    • 8 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

Bases loaded ,

Amazing coverage!

Really enjoy this podcast....a great selection of topics! Keep up the important and needed perspective!

jobhrai ,

Awesome

Really great flow of interesting info. Fair perspective...

mermai ,

Highly Informative

I especially enjoyed the content related to Equifax and Uber. Especially the Board-related material which is not something I'm familiar with.

Top Podcasts In Technology

Lex Fridman
Jason Calacanis
NPR
Jack Rhysider
Recode & The Verge
Ben Gilbert and David Rosenthal