Connecting the Dots
Connecting the Dots
Stifel Think Tank Group’s podcast further exploring their analysis of change in markets, industries, and the economy using innovative, data-driven methodologies. Please contact thinktankgroup@stifel.com for more information. Moderated by Stifel Think Tank Group Vice-Chairman David Schick. This material is prepared by the Think Tank Group of Stifel, Nicolaus & Company, Incorporated (“Stifel”). Thi…Social links:
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Deregulation, Tariffs, and Potential for Freight Market Recovery in 2025
In the latest episode of Connecting the Dots, Stifel Think Tank Group guest host David Novak welcomes Mike Baudendistel, Head of Intermodal at Sonar, a global supply chain data platform. Together, they take a deep dive into the freight industry, including a recap of 2024, potential impacts of a sec…
19:25
Exploring Trends in the Venture Ecosystem & AI's Impact
In this episode of Connecting the Dots, Stifel Think Tank Group host David Schick is joined by Nat Stone, Managing Director and a co-founder of the Venture Banking team at Stifel. Together, they explore the current dynamics of the venture ecosystem, including recent revenue inflections and shifts i…
13:02
Unpacking Nearshoring Trends in Mexico
In the latest episode of Connecting the Dots, Stifel Think Tank Group guest host David Novak welcomes Alberto Villarreal, founder and Managing Director of Neponoa. Together, they take a deep dive into nearshoring in Mexico, including challenges and opportunities, trends in wages, and potential impa…
22:56
A Changing Consumer Economy – Exploring Related Consumer Staples Shifts
In the newest episode of Connecting the Dots, Stifel's Think Tank Group Head David Schick is joined by Jonathan Feeney, founder and Managing Partner of Bravium Partners. Together they take a deep dive into changing consumer spending habits within the economy, and related recent trends in the consum…
10:38
Deconstructing Opportunities & Pressures in the Construction Industry
In the latest episode of Connecting the Dots, Stifel Think Tank Group guest host David Novak welcomes Ken Simonson, Chief Economist of the Associated General Contractors of America. Together they take a deep dive into the building industry, exploring recent trends in residential and nonresidential …
18:43
Painting a Picture of the Art Market
In this episode of Connecting the Dots, Stifel Think Tank Group host David Schick is joined by Mike Goss, Partner at Art Intelligence Global and former Chief Financial Officer of Sotheby’s. Together they unpack the art market, including the current pace of auction volumes, pricing trends by categor…
09:54
Unpacking Transportation Trends
In this episode of Connecting the Dots, Stifel Think Tank Group guest host David Novak welcomes Mike Baudendistel, Head of Intermodal at Freight Waves. The two discuss trends in freight volumes, inventories, and modal shifts and what they mean for the broader transportation cycle. Plus, a look at t…
21:02
A Data Dive Exploring Change in the Auto Industry & Economy
In this episode of Connecting the Dots, Stifel Think Tank Group Head host David Schick welcomes Jamie Albertine, Vice President of Corporate Development at Group 1 Automotive. The two explore how the auto industry correlates to the overall economy, discuss supply and demand shifts since COVID, and …
08:55
Unpacking Changes as The Post-Covid Economy Emerges
In the premier episode of Connecting the Dots, Stifel's Think Tank Group Head David Schick is joined by guest Jon Fasman, American Business & Society Correspondent at The Economist. Together, they explore significant changes COVID has created among American consumers and how businesses are racing t…
10:57