The Forward Multiple: The Forces Shaping the Future of Public Companies and Capital Markets https://investorrelations10.podbean.com The Forward Multiple is a podcast from Breakwater Capital Markets exploring the forces reshaping business, markets, and the world and what they mean for public companies navigating the capital markets.

Each episode goes beyond the headlines to deliver decision-grade insight on what is changing, why it matters, and the practical implications for how public-company leaders communicate, engage investors, and make capital-markets decisions with greater conviction.

Built for CEOs, CFOs, investor relations leaders, and others operating at the intersection of companies and capital, The Forward Multiple brings a forward-looking perspective to the developments shaping investor expectations, corporate strategy, and the future of the public markets.

]]> Fri, 28 Aug 2026 13:36:26 -0300 https://podbean.com/?v=5.5 en Copyright 2026 All rights reserved. Business:Investing 1440 episodic Breakwater Capital Markets Breakwater Capital Markets No false https://pbcdn1.podbean.com/imglogo/image-logo/22524956/the-forward-multiple-cover.png The Forward Multiple: The Forces Shaping the Future of Public Companies and Capital Markets https://investorrelations10.podbean.com 144 144 The American Valuation Premium: What If U.S. Exceptionalism Is Really a Financing Model? The American Valuation Premium: What If U.S. Exceptionalism Is Really a Financing Model? https://investorrelations10.podbean.com/e/the-american-valuation-premium-what-if-us-exceptionalism-is-really-a-financing-model/ https://investorrelations10.podbean.com/e/the-american-valuation-premium-what-if-us-exceptionalism-is-really-a-financing-model/#comments Fri, 28 Aug 2026 13:36:26 -0300 investorrelations10.podbean.com/34bd744c-07fb-334c-aae1-efa43a05abfb Join Mark Hayes as he discusses the American valuation premium! 

 

To learn more about Breakwater Capital Markets' podcasts, check out our website:  https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Join Mark Hayes as he discusses the American valuation premium! 

 

To learn more about Breakwater Capital Markets' podcasts, check out our website:  https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Breakwater Capital Markets false No 694 14 full When Record Profits Become a Political Liability When Record Profits Become a Political Liability https://investorrelations10.podbean.com/e/when-record-profits-become-a-political-liability/ https://investorrelations10.podbean.com/e/when-record-profits-become-a-political-liability/#comments Fri, 28 Aug 2026 13:31:21 -0300 investorrelations10.podbean.com/d1a13978-0bd8-38db-a7b1-d7f561654cfa Join Mark Hayes as he discusses when record profits become a political liability! 

 

To learn more about Breakwater Capital Markets' podcasts, check out our website: https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Join Mark Hayes as he discusses when record profits become a political liability! 

 

To learn more about Breakwater Capital Markets' podcasts, check out our website: https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Breakwater Capital Markets false No 588 13 full When Government Becomes Your Largest Strategic Counterparty When Government Becomes Your Largest Strategic Counterparty https://investorrelations10.podbean.com/e/when-government-becomes-your-largest-strategic-counterparty/ https://investorrelations10.podbean.com/e/when-government-becomes-your-largest-strategic-counterparty/#comments Fri, 28 Aug 2026 13:30:21 -0300 investorrelations10.podbean.com/75e4f04a-c9c5-302e-ba99-691e1cd1d2c5 Join Mark Hayes as he discusses when the government becomes your largest strategic counterparty. 

 

To learn more about Breakwater Capital Markets podcasts, check out our website: https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Join Mark Hayes as he discusses when the government becomes your largest strategic counterparty. 

 

To learn more about Breakwater Capital Markets podcasts, check out our website: https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Breakwater Capital Markets false No 649 12 full Risk-Adjusted ROIC: When Efficiency Becomes Fragility Risk-Adjusted ROIC: When Efficiency Becomes Fragility https://investorrelations10.podbean.com/e/risk-adjusted-roic-when-efficiency-becomes-fragility/ https://investorrelations10.podbean.com/e/risk-adjusted-roic-when-efficiency-becomes-fragility/#comments Fri, 21 Aug 2026 16:33:16 -0300 investorrelations10.podbean.com/e92a3b3d-8d36-3d23-8528-408ca98ec019 Join Mark Hayes as he discusses risk-adjusted ROIC and when efficiency becomes fragility. 

 

To learn more about Breakwater Capital Markets Podcasts, browse our website now: https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Join Mark Hayes as he discusses risk-adjusted ROIC and when efficiency becomes fragility. 

 

To learn more about Breakwater Capital Markets Podcasts, browse our website now: https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Breakwater Capital Markets false No 1012 11 full The Attention Premium: Why Good Companies Won't Be Good Enough The Attention Premium: Why Good Companies Won't Be Good Enough https://investorrelations10.podbean.com/e/the-attention-premium-why-good-companies-wont-be-good-enough/ https://investorrelations10.podbean.com/e/the-attention-premium-why-good-companies-wont-be-good-enough/#comments Fri, 21 Aug 2026 16:32:21 -0300 investorrelations10.podbean.com/26aee4f2-700d-3e60-b0f8-400d57e7a309 Join Mark Hayes as he discusses the attention premium and why good companies won't be good enough. 

 

To learn more about Breakwater Capital Markets Podcasts, browse our website now: https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Join Mark Hayes as he discusses the attention premium and why good companies won't be good enough. 

 

To learn more about Breakwater Capital Markets Podcasts, browse our website now: https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Breakwater Capital Markets false No 830 10 full AI's Capital Trap: Creating Value Isn't the Same as Capturing It AI's Capital Trap: Creating Value Isn't the Same as Capturing It https://investorrelations10.podbean.com/e/ais-capital-trap-creating-value-isnt-the-same-as-capturing-it/ https://investorrelations10.podbean.com/e/ais-capital-trap-creating-value-isnt-the-same-as-capturing-it/#comments Fri, 21 Aug 2026 16:31:05 -0300 investorrelations10.podbean.com/5dfee47d-414e-37f9-940c-29b979c7281a Join Mark Hayes as he discusses AI's capital trap, and why creating value isn't the same as capturing it. 

 

To learn more about Breakwater Capital Markets Podcasts, browse our website now: https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Join Mark Hayes as he discusses AI's capital trap, and why creating value isn't the same as capturing it. 

 

To learn more about Breakwater Capital Markets Podcasts, browse our website now: https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Breakwater Capital Markets false No 756 9 full BONUS Announcement: The World Investor Relations Forum BONUS Announcement: The World Investor Relations Forum https://investorrelations10.podbean.com/e/bonus-announcement-the-world-investor-relations-forum/ https://investorrelations10.podbean.com/e/bonus-announcement-the-world-investor-relations-forum/#comments Fri, 14 Aug 2026 15:34:17 -0300 investorrelations10.podbean.com/7576b1f9-6bbd-36ef-a0d9-a09b3baab65a Stay tuned for more details...

Follow our LinkedIn to stay up to date on all things Capital Markets: https://www.linkedin.com/company/breakwater-capital-markets

]]> Stay tuned for more details...

Follow our LinkedIn to stay up to date on all things Capital Markets: https://www.linkedin.com/company/breakwater-capital-markets

]]> Breakwater Capital Markets false No 248 8 full The Geography of Conviction: Capital is Moving. Is Your Investor Strategy? The Geography of Conviction: Capital is Moving. Is Your Investor Strategy? https://investorrelations10.podbean.com/e/the-geography-of-conviction-capital-is-moving-is-your-investor-strategy/ https://investorrelations10.podbean.com/e/the-geography-of-conviction-capital-is-moving-is-your-investor-strategy/#comments Fri, 14 Aug 2026 15:31:51 -0300 investorrelations10.podbean.com/17cb049e-665d-3240-9854-5c4363b87c90 Join Mark Hayes as he discusses the geography of conviction, and covers some pointers on investor strategy. 

Learn more about Breakwater Capital Markets podcasts here: https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Join Mark Hayes as he discusses the geography of conviction, and covers some pointers on investor strategy. 

Learn more about Breakwater Capital Markets podcasts here: https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Breakwater Capital Markets false No 1260 7 full The AI Funding Squeeze: When Someone Else's Capex Changes Your Cost of Capital The AI Funding Squeeze: When Someone Else's Capex Changes Your Cost of Capital https://investorrelations10.podbean.com/e/the-ai-funding-squeeze-when-someone-elses-capex-changes-your-cost-of-capital/ https://investorrelations10.podbean.com/e/the-ai-funding-squeeze-when-someone-elses-capex-changes-your-cost-of-capital/#comments Fri, 14 Aug 2026 15:26:37 -0300 investorrelations10.podbean.com/2155069a-c742-30ea-8fb8-e34f438c2903 Join Mark Hayes as he discusses the AI funding squeeze and when someone else's Capex changes your cost of capital.  

Learn more about Breakwater Capital Markets podcasts here: https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Join Mark Hayes as he discusses the AI funding squeeze and when someone else's Capex changes your cost of capital.  

Learn more about Breakwater Capital Markets podcasts here: https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Breakwater Capital Markets false No 745 6 full The Disclosure Premium: When Transparency Becomes a Valuation Advantage The Disclosure Premium: When Transparency Becomes a Valuation Advantage https://investorrelations10.podbean.com/e/the-disclosure-premium-when-transparency-becomes-a-valuation-advantage/ https://investorrelations10.podbean.com/e/the-disclosure-premium-when-transparency-becomes-a-valuation-advantage/#comments Fri, 14 Aug 2026 15:20:49 -0300 investorrelations10.podbean.com/7845143f-50df-3021-8d8e-9a048a87b87c Join Mark Hayes as he discusses the disclosure premium and when transparency becomes a valuation advantage. 

Learn more about Breakwater Capital Markets podcasts here: https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Join Mark Hayes as he discusses the disclosure premium and when transparency becomes a valuation advantage. 

Learn more about Breakwater Capital Markets podcasts here: https://breakwaterstrategy.com/capital-markets/elevating-ir-a-global-conversation/

]]> Breakwater Capital Markets false No 884 5 full The Invisible Workforce Premium The Invisible Workforce Premium https://investorrelations10.podbean.com/e/the-invisible-workforce-premium/ https://investorrelations10.podbean.com/e/the-invisible-workforce-premium/#comments Fri, 07 Aug 2026 15:42:25 -0300 investorrelations10.podbean.com/e571c0d3-456a-300f-a0df-4edd017520f4 Join Mark Hayes as he discusses the invisible workforce premium this weekend on The IR 10. 

To learn more about Breakwater Capital Markets, explore our website here: https://breakwaterstrategy.com/capital-markets/

]]> Join Mark Hayes as he discusses the invisible workforce premium this weekend on The IR 10. 

To learn more about Breakwater Capital Markets, explore our website here: https://breakwaterstrategy.com/capital-markets/

]]> Breakwater Capital Markets false No 1171 4 full The Sovereign AI Premium The Sovereign AI Premium https://investorrelations10.podbean.com/e/the-sovereign-ai-premium/ https://investorrelations10.podbean.com/e/the-sovereign-ai-premium/#comments Fri, 07 Aug 2026 15:41:04 -0300 investorrelations10.podbean.com/896d706d-63da-3c34-a196-e8e7a603997e Join Mark Hayes as he discusses the latest Breakwater Capital Markets briefing, "The Sovereign AI Premium." 

To learn more about Breakwater Capital Markets, explore our website here: https://breakwaterstrategy.com/capital-markets/

]]> Join Mark Hayes as he discusses the latest Breakwater Capital Markets briefing, "The Sovereign AI Premium." 

To learn more about Breakwater Capital Markets, explore our website here: https://breakwaterstrategy.com/capital-markets/

]]> Breakwater Capital Markets false No 1171 3 full The Quarter is Not the Company The Quarter is Not the Company https://investorrelations10.podbean.com/e/the-quarter-is-not-the-company/ https://investorrelations10.podbean.com/e/the-quarter-is-not-the-company/#comments Fri, 07 Aug 2026 15:38:04 -0300 investorrelations10.podbean.com/6a866cb6-b9ea-3d4f-95e7-a6631f8a553a Join Mark Hayes as he dives into why the quarter is not the company. 

To learn more about Breakwater Capital Markets, explore our website here: https://breakwaterstrategy.com/capital-markets/

]]> Join Mark Hayes as he dives into why the quarter is not the company. 

To learn more about Breakwater Capital Markets, explore our website here: https://breakwaterstrategy.com/capital-markets/

]]> Breakwater Capital Markets false No 1171 2 full The Price of the Future: How Leaders Can Invest for Growth Without Losing the Markets Confidence The Price of the Future: How Leaders Can Invest for Growth Without Losing the Markets Confidence https://investorrelations10.podbean.com/e/the-price-of-the-future-how-leaders-can-invest-for-growth-without-losing-the-markets-confidence/ https://investorrelations10.podbean.com/e/the-price-of-the-future-how-leaders-can-invest-for-growth-without-losing-the-markets-confidence/#comments Fri, 31 Jul 2026 12:37:26 -0300 investorrelations10.podbean.com/524ce8b7-e6f0-32da-a662-062f3d30c1f4 Join Mark Hayes for the inaugural episode of "IR 10" where he answers these six valuable questions: 

  1. What has changed in the way public markets value investment for future growth?

  2. What do CEOs, CFOs and IROs need to understand about how investors distinguish high-quality growth from capital-intensive growth?

  3. What must management prove for a long-term investment strategy to strengthen—rather than weaken—the company’s valuation?

  4. How should leadership balance conviction, capital discipline and strategic optionality as the evidence develops?

  5. What three actions should CEOs, CFOs and IROs take now to strengthen investor confidence and support a premium valuation?

  6. What is the one message an IRO should take to the CEO, CFO and board?

]]> Join Mark Hayes for the inaugural episode of "IR 10" where he answers these six valuable questions: 

  1. What has changed in the way public markets value investment for future growth?

  2. What do CEOs, CFOs and IROs need to understand about how investors distinguish high-quality growth from capital-intensive growth?

  3. What must management prove for a long-term investment strategy to strengthen—rather than weaken—the company’s valuation?

  4. How should leadership balance conviction, capital discipline and strategic optionality as the evidence develops?

  5. What three actions should CEOs, CFOs and IROs take now to strengthen investor confidence and support a premium valuation?

  6. What is the one message an IRO should take to the CEO, CFO and board?

]]> Breakwater Capital Markets false No 706 1 full