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Global industry is stalling at midyear and we look for the soft patch to continue as the trade war bites and global capex growth softens. The Fed looks likely to restart its easing cycle in September. The addition of Stephen Miran to the Fed opens the door to significant reforms, some of which could threaten independence.

This podcast was recorded on August 8, 2025.

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Problemas antigos. Novas Ferramentas. Neste episódio, vamos mostrar como você pode utilizar a Inteligência Artificial Generativa (GenAI) para te auxiliar na análise dados não-estruturados e aumentar sua produtividade. Reunimos Felipe Fiamozzini e Lara Marinelli, especialistas da Bain & Company que vivem o dia a dia da área, para explorar os desafios que existiam antes da chegada da GenAI, os métodos e frameworks recomendados e como o ciclo da análise de dados está sendo adaptado com essas novas tecnologias. Também discutimos o papel das lideranças nesse cenário de transformação e damos dicas práticas para quem está começando na área de dados e quer desenvolver habilidades em GenAI. Vem com a gente entender como extrair valor de dados não-estruturados com o apoio da GenAI! Lembrando que você pode encontrar todos os podcasts da comunidade Data Hackers no Spotify, iTunes, Google Podcast, Castbox e muitas outras plataformas. Convidados: Felipe Fiamozzini - Sócio na Bain Company focado em dados e IA Lara Marinelli - Gerente de Machine Learning Engineering Nossa Bancada Data Hackers: Paulo Vasconcellos — Co-founder da Data Hackers e Principal Data Scientist na Hotmart. Gabriel Lages - Co-founder da Data Hackers e Data & Analytics Sr. Director na Hotmart.

In this episode, Conor gets Ben's thoughts on AI! Link to Episode 246 on WebsiteDiscuss this episode, leave a comment, or ask a question (on GitHub)Socials ADSP: The Podcast: TwitterConor Hoekstra: Twitter | BlueSky | MastodonBen Deane: Twitter | BlueSkyShow Notes Date Recorded: 2025-08-05 Date Released: 2025-08-08 2025 Stack Overflow Developer SurveyADSP Episode 244: High on AI (Part 1) DiscussionMeasuring the Impact of Early-2025 AI on Experienced Open-Source Developer ProductivitySoftware Unscript Episode 109: GPU Programming and Language Design with Chris LattnerDeclarative Style Evolved - Declarative Structure - Ben Deane - C++Now 2025Intro Song Info Miss You by Sarah Jansen https://soundcloud.com/sarahjansenmusic Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: http://bit.ly/l-miss-you Music promoted by Audio Library https://youtu.be/iYYxnasvfx8

Formation immersive en direct animée par un formateur expert. En 3 heures, passez de novice à explorateur du code en créant des logiciels concrets (calculatrice, outil de tirage au sort, convertisseur d’image, et bien plus). Vous découvrirez les bases du développement web, des API et même l’intelligence artificielle et le deep learning, le tout avec des outils accessibles et ludiques. Challenge après challenge, vous gagnerez en autonomie et comprendrez enfin comment fonctionnent les logiciels !

Nora Szentivanyi and Tingting Ge discuss their latest research on China’s evolving role in global goods disinflation, the impact of higher US tariffs on China’s trade with the rest of the world, its export price competitiveness and the implications of currency movements for the inflation outlook. We also expand on the root-causes of China’s excess capacity and whether the government’s latest anti-involution measures are gaining traction.

This podcast was recorded on 08 August 2025.

This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-5045284-0, https://www.jpmm.com/research/content/GPS-4958251-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

© 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

If you were only going to learn a few statistical techniques as an analyst, where should you focus? Josh Starmer, Founder of StatQuest, shares how learning these skills can boost your career. We dive into why linear regression is the bedrock for advanced statistical tests like the t-test, and why understanding Principal Component Analysis (PCA) can give you an edge in working with complex datasets. But it's not just about the math—we also explore how expanding your skill set beyond the numbers can make you a stronger candidate for promotions and new roles. From building a diverse portfolio of skills to positioning yourself effectively in quarterly reviews, we discuss strategies to ensure you stand out in your organization and the broader job market. Whether you're early in your data career or looking to sharpen your expertise, this episode gives you actionable insights to grow both technically and professionally. What You'll Learn: Core statistical methods every analyst should know, including why linear regression is the foundation for advanced analytics  How learning tangential skills like Principal Component Analysis (PCA) can set you apart in the field  Positioning yourself for success in quarterly reviews and career conversations   Be sure to check out Josh's Illustrated Guide to Machine Learning and his YouTube channel! Follow Josh on LinkedIn!   Register for free to be part of the next live session: https://bit.ly/3XB3A8b   Follow us on Socials: LinkedIn YouTube Instagram (Mavens of Data) Instagram (Maven Analytics) TikTok Facebook Medium X/Twitter

Learning Tableau 2025 - Sixth Edition

"Learning Tableau 2025" provides a comprehensive guide to mastering Tableau's latest features, including advanced AI capabilities like Tableau Pulse and Agent. This book, authored by Tableau expert Joshua N. Milligan, will equip you with the tools to transform complex data into actionable insights and interactive dashboards. What this Book will help me do Learn to use Tableau's advanced AI features, including Tableau Agent and Pulse, to streamline data analysis and automate insights. Develop skills to create and customize dynamic dashboards tailored to interactive data storytelling. Understand and utilize new geospatial functions within Tableau for advanced mapping and analytics. Master Tableau Prep's enhanced data preparation capabilities for efficient data modeling and structuring. Learn to effectively integrate and analyze data from multiple sources, enhancing your ability to extract meaningful insights. Author(s) Joshua N. Milligan, a Tableau Zen Master and Visionary, has years of experience in the field of data visualization and analytics. With a hands-on approach, Joshua combines his expertise and passion for Tableau to make complex topics accessible and engaging. His teaching method ensures that readers gain practical, actionable knowledge. Who is it for? This book is ideal for aspiring business intelligence developers, data analysts, data scientists, and professionals seeking to enhance their data visualization skills. It's suitable for both beginners looking to get started with Tableau and experienced users eager to explore its new features. A Tableau license or access to a 14-day trial is recommended.

Why is meaningful innovation so hard in insurance, and what can be done about it? In this episode of Hub & Spoken, host Jason Foster is joined by John Turner, a global underwriting leader and expert in life and health insurance, to explore the innovation imperative in one of the world's most traditional (and risk-averse) industries. They unpack the complex cultural, structural, and regulatory challenges that make change difficult in insurance, from siloed teams and outdated processes to over-engineered tech solutions that miss the mark. But they also spotlight the opportunities: from automation that enhances the customer journey to cross-functional collaboration that drives real transformation. 💡 Key talking points include: Why conservative cultures make innovation harder — but not impossible The hidden flaws in traditional underwriting and risk selection How data, automation and behaviour change can unlock new growth The clash between insurers and insurtechs — and how to bridge it What truly customer-led innovation looks like Whether you're in insurance, financial services, or just trying to drive change in a legacy-heavy environment, this episode is packed with ideas, reflections, and real-world experience you can learn from. ****    Cynozure is a leading data, analytics and AI company that helps organisations to reach their data potential. It works with clients on data and AI strategy, data management, data architecture and engineering, analytics and AI, data culture and literacy, and data leadership. The company was named one of The Sunday Times' fastest-growing private companies in both 2022 and 2023 and recognised as The Best Place to Work in Data by DataIQ in 2023 and 2024. Cynozure is a certified B Corporation. 

Shane Gibson just published a book - The Information Product Canvas. We discuss his journey as an author and publisher, why shared language is critical in data projects, the iterative processes that can enhance data team efficiency, and the role of canvases in business strategy. We also get into how AI might evolve the landscape of data and publishing.

Brought to You By: •⁠ WorkOS — The modern identity platform for B2B SaaS. •⁠ Statsig ⁠ — ⁠ The unified platform for flags, analytics, experiments, and more. • Sonar —  Code quality and code security for ALL code. — In this episode of The Pragmatic Engineer, I sit down with Peter Walker, Head of Insights at Carta, to break down how venture capital and startups themselves are changing. We go deep on the numbers: why fewer companies are getting funded despite record VC investment levels, how hiring has shifted dramatically since 2021, and why solo founders are on the rise even though most VCs still prefer teams. We also unpack the growing emphasis on ARR per FTE, what actually happens in bridge and down rounds, and why the time between fundraising rounds has stretched far beyond the old 18-month cycle. We cover what all this means for engineers: what to ask before joining a startup, how to interpret valuation trends, and what kind of advisor roles startups are actually looking for. If you work at a startup, are considering joining one, or just want a clearer picture of how venture-backed companies operate today, this episode is for you. — Timestamps (00:00) Intro (01:21) How venture capital works and the goal of VC-backed startups (03:10) Venture vs. non-venture backed businesses  (05:59) Why venture-backed companies prioritize growth over profitability (09:46) A look at the current health of venture capital  (13:19) The hiring slowdown at startups (16:00) ARR per FTE: The new metric VCs care about (21:50) Priced seed rounds vs. SAFEs  (24:48) Why some founders are incentivized to raise at high valuations (29:31) What a bridge round is and why they can signal trouble (33:15) Down rounds and how optics can make or break startups  (36:47) Why working at startups offers more ownership and learning (37:47) What the data shows about raising money in the summer (41:45) The length of time it takes to close a VC deal (44:29) How AI is reshaping startup formation, team size, and funding trends (48:11) Why VCs don’t like solo founders (50:06) How employee equity (ESOPs) work (53:50) Why acquisition payouts are often smaller than employees expect (55:06) Deep tech vs. software startups: (57:25) Startup advisors: What they do, how much equity they get (1:02:08) Why time between rounds is increasing and what that means (1:03:57) Why it’s getting harder to get from Seed to Series A  (1:06:47) A case for quitting (sometimes)  (1:11:40) How to evaluate a startup before joining as an engineer (1:13:22) The skills engineers need to thrive in a startup environment (1:16:04) Rapid fire round — The Pragmatic Engineer deepdives relevant for this episode:

— See the transcript and other references from the episode at ⁠⁠https://newsletter.pragmaticengineer.com/podcast⁠⁠ — Production and marketing by ⁠⁠⁠⁠⁠⁠⁠⁠https://penname.co/⁠⁠⁠⁠⁠⁠⁠⁠. For inquiries about sponsoring the podcast, email [email protected].

Get full access to The Pragmatic Engineer at newsletter.pragmaticengineer.com/subscribe

Send us a text 🎙 Replay Alert: Symbolic AI, QLattice, and Mind-Bending Ideas with Casper Wilstrup We’re bringing back one of our most thought-provoking episodes! Join us for a replay with Casper Skern Wilstrup, CEO of Abzu and the mind behind QLattice. We dive into Symbolic AI, the why behind Abzu, and Casper’s wild take on consciousness, simulation theory, and panpsychism. It’s science, AI, and philosophy in one unforgettable conversation. Grab a drink, sit back, and prepare to have your mind blown — again. 🔹 Timestamps: • 01:39 Introducing Casper Wilstrup • 06:34 Abzu the Name • 09:09 Abzu the Mission • 12:32 Symbolic AI • 22:20 Foundational Models? • 24:42 The QLattice Explanation • 26:33 Abzu Use Cases • 30:57 More on QLattice • 32:52 The Abzu Pitch • 34:56 Reaching Abzu • 36:10 Are We in a Simulation? • 38:03 Panpsychism 🤯 • 43:03 For Fun 🔗 LinkedIn: Casper Wilstrup 🌐 Website: abzu.ai Hashtags: #ReplayEpisode #MakingDataSimple #SymbolicAI #QLattice #AbzuAI #ArtificialIntelligence #AIPhilosophy #Panpsychism #SimulationTheory #AIandScience #DataPodcast

Want to be featured as a guest on Making Data Simple? Reach out to us at [email protected] and tell us why you should be next. The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun.

In this episode of Experiencing Data, I introduce part 1 of my new MIRRR UX framework for designing trustworthy agentic AI applications—you know, the kind that might actually get used and have the opportunity to create the desired business value everyone seeks! One of the biggest challenges with both traditional analytics, ML, and now, LLM-driven AI agents, is getting end users and stakeholders to trust and utilize these data products—especially if we’re asking humans in the loop to make changes to their behavior or ways of working. 

In this episode, I challenge the idea that software UIs will vanish with the rise of AI-based automation. In fact, the MIRRR framework is based on the idea that AI agents should be “in the human loop,” and a control surface (user interface) may in many situations be essential to ensure any automated workers engender trust with their human overlords.  

By properly considering the control and oversight that end users and stakeholders need, you can enable the business value and UX outcomes that your paying customers, stakeholders, and application users seek from agentic AI. 

Using use cases from insurance claims processing, in this episode, I introduce the first two of five control points in the MIRRR framework—Monitor and Interrupt. These control points represent core actions that define how AI agents often should operate and interact within human systems:

Monitor – enabling appropriate transparency into AI agent behavior and performance Interrupt – designing both manual and automated pausing mechanisms to ensure human oversight remains possible when needed

…and in a couple weeks, stay tuned for part 2 where I’ll wrap up this first version of my MIRRR framework. 

Highlights / Skip to:

00:34 Introducing the MIRRR UX Framework for designing trustworthy agentic AI Applications.  01:27 The importance of trust in AI systems and how it is linked to user adoption 03:06 Cultural shifts, AI hype, and growing AI skepticism 04:13  Human centered design practices for agentic AI   06:48 I discuss how understanding your users’ needs does not change with agentic AI, and that trust in agentic applications has direct ties to user adoption and value creation 11:32 Measuring success of agentic applications with UX outcomes 15:26 Introducing the first two of five MIRRR framework control points: 16:29 M is for Monitor; understanding the agent’s “performance,” and the right level of transparency end users need, from individual tasks to aggregate views  20:29 I is for Interrupt; when and why users may need to stop the agent—and what happens next

28:02 Conclusion and next steps