POPULARITY
Categories
Shawn O'Malley and Daniel Mahnke break down Lululemon (ticker: LULU), an iconic brand famous for pioneering the now ubiquitous athleisure industry. Lululemon has a fiercely loyal customer base, with industry-leading rates of repeat customers, sales per square foot of retail space, and very little need for discounting, if any. In this episode, you'll learn about why the market has soured on this powerful brand, despite incredible success growing internationally, leaving its P/E ratio at a relatively low 15-16x. You'll also learn about how Lululemon controls all of its touchpoints with customers, selling primarily DTC, as opposed to wholesale like Nike and Adidas do, as well as whether LULU is attractively valued today, plus so much more! IN THIS EPISODE, YOU'LL LEARN 00:00 – Intro 04:23 - Why Lululemon has such a cult-like following. 07:19 - What makes Lululemon products so special. 15:41 - How new competitors are challenging Lululemon on the margins. 20:59 - How the future of Lululemon may be defined by China and menswear. 26:48 - Why the setup for LULU stock may be even more attractive than Nike. 53:48 - What to know about possible yellow flags with the business, like its declining inventory turnover ratio and expanding cash conversion cycle. 01:01:57 - Why the company's acquisition of the sports-tech hardware company, Mirror, failed so miserably. 01:07:15 - How to think about modeling LULU's intrinsic value. 01:16:16 - Whether Shawn and Daniel add LULU to their Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Clay Finck and Kyle Grieve's discussion of LULU on We Study Billionaires. How Vuori and Alo are taking on Lululemon. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
The sound of mining — And the sound of money — All across Griqualand West, tent towns mushroomed overnight, teeming with fortune seekers from around the world. Tens of thousands by 1873, all descending on a patch of dusty ground that was soon to become a beacon of development on the landscape. Kimberley. In the modern world, industrial diamonds have hammered the industry business model, China overwhelmingly dominates global production of synthetic industrial diamonds accounting for about 90% of the total total. But in the 19th century, diamonds were still as rare as as teetotaler in a Kimberley tavern. This episode we'll hear about the entrepreneurs both black and white, and the future Robber Baron and colonial Dreamer, Cecil John Rhodes. It was in May 1871 after the harvest at the Rhodes brothers cotton farm in Richmond in Natal had come in, that Rhodes began his long career of harvesting the right connections. Brother Herbert sailed to Natal two years earlier, and now Cecil was helping manage the 250 acre farm, helped by 30 black labourers. Herbert however had heard about the riches discovered in Griqualand West and headed off to the Diamond Fields in early 1871, leaving Cecil to run the show in Natal. Young Cecil attended the annual meeting of the colonies agricultural society where he exhibited samples of their cotton, in attendance were Natal's colonial elite. There were long after-dinner political speeches, all ending with a toast. IN the haze of cigar and tobacco smoke, and a haze of multiple shots of whiskey, one settler called for a man to offer the traditional toast to the Ladies. So it was ironic that Cecil Rhodes rose in response, and thus delivered his first ever public speech according to his friend and biographer, Lewis Mitchell. Ironic because Rhodes would never form a initimate relationship with a woman as far as we know . As he grew more powerful, he would always surround himself with young male private secretaries and later would make one - Neville Pickering, the sole beneficiary of his will. In the Victorian era, being openly homosexual was socially unacceptable and illegal, so any such relationships would have been kept private. We are hampered by a lack of personal diaries or revealing letters from Rhodes himself, making it difficult to reach a firm, irrefutable conclusion about his private life. The scale claim-owners did much of their own manual labour, but for the most part the work was done by black labourers, picking at the ground, smashing the bumps of earth and rock, sieving the lime dust through a coarse wire sieve, rubble thrown aside, what remained placed on a sorting table. A small scraper would be used to spread the rock on the tables, scooping after picking the diamonds out, repeat repeat. In early 1872 Herbert went back to their farm in Richmond to welcome yet another brother, Frank, to South Africa. Cecil was left in charge and suffered under the stress, hard labour in a harsh climate, supervising his business, and a sudden death of his friend John Thompson. He was smoking and drinking too much, breathing in too much dust, dehydrated — and collapsed — to be nursed back to health by John Blades Currey's wife, Mary. He was still only 18 years old and almost died. In his miasmic state, he wrote his will which is prescient, and somewhat theatrical, leaving all his possessions to Britain's Secretary of State for the colonies, Lord Kimberly instead of his family. New promulgations were thus passed by the miners themselves, black people could not stay in the mining camps for longer than two days without a master, they also had to observe a curfew after 9pm. Punishment for failing to observe these rules, 25 lashes or 10 shillings fine. All this at a time when most of the English-speaking world was repealing lashing.
China's factory output expanded by 5.7% in July compared with a year earlier, the smallest increase in eight months
After nearly eight decades of on-again-off-again conflict, India and Pakistan neared the brink of all-out war last spring. The intense, four-day conflict was an unsettling reminder of the dangers of military escalation between two nuclear-armed adversaries. Though the ceasefire was reached and both sides claimed victory, Delhi and Islamabad are still on edge and tensions remain high. On the GZERO World Podcast, former Pakistani Foreign Minister Hina Khar joins Ian Bremmer to discuss Pakistan's response to India's strikes, which she believes were unjustified, and why Pakistan needs to defend itself from further aggression.One fifth of the world's population lives on the Indian subcontinent, and Khar says putting them at stake because of a political conflict is dangerous because “you do not know how quickly you can go up the escalation ladder.” Bremmer and Khar also discuss the US role in mediating the conflict with India, Pakistan's domestic and economic challenges, its strategic partnership with China, and the dangers for global security if the world abandons a rules-based international order.“As someone who was representing this country as foreign minister, I used to wonder, why were we reduced to eating grass to become a nuclear power?” Khar says, “And now, that is the only thing providing deterrence and security against a country which feels it can attack us anytime, any day.”Host: Ian BremmerGuest: Hina Khar Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.
Kate Adie presents stories from Afghanistan, China, Japan and Tajikistan.In Afghanistan's Ghor Province, Mahjooba Nowrouzi reports from a small maternity hospital where two female doctors serve thousands of patients. With limited resources and financial support, the odds are stacked against them - and against the women they tend to and treat.Last year, BBC Radio 4's Crossing Continents aired the award-winning documentary ‘Our Whole Life is a Secret', which charted the daily life of a young Afghan woman. In this dispatch, she provides an update on her life today, four years after the Taliban returned to power.In Beijing, pro-democracy campaigners regularly face surveillance and restrictions on their movement. Among them is human rights lawyer Wang Quanzhang, who was arrested in 2015 and imprisoned for 'subverting state power'. Danny Vincent heard about his life since his release.It's 80 years since Japan's Emperor Hirohito surrendered to allied forces in World War II after the US dropped two atomic bombs on the cities of Hiroshima and Nagasaki, bringing an end to the six-year-long conflict. Ellie House encountered a group of schoolchildren in Hiroshima's peace park - and learned more about how the war is remembered there.In the Tajikistan the endangered striped hyena is fighting for survival. Tajik conservationists have been working hard to save this elusive and much misunderstood animal. Antonia Bolingbroke-Kent met them on a trek into the mountains.Series Producer: Serena Tarling Production Coordinators: Katie Morrison & Sophie Hill Editor: Richard Fenton-Smith
The US government has tried for years to recruit India for its new cold war on China, but Donald Trump's aggressive tariffs have backfired, encouraging New Delhi to improve its relations with Beijing, strengthening unity in BRICS. Political economist Ben Norton explains the complex history of the foreign relations of the US, India, China, and Russia. VIDEO: https://www.youtube.com/watch?v=BstijDvJT8Y Topics 0:00 Donald Trump's contradictory policies 0:39 (CLIP) Trump threatens BRICS 1:05 Brazil pushes back 1:40 USA tries to use India against China 3:58 Goal of Trump's tariffs on India 5:34 (CLIP) EU chief on US trade deal 5:52 India buys Russian oil 7:46 Europe buys Russian oil - from India 9:10 India's trade surplus with USA 9:48 (CLIP) Trump trade advisor Peter Navarro 9:57 US trade with China 11:18 China restricts rare earth exports 12:03 US trade with India 13:35 India improves relations with China 15:41 Vietnam moves closer to China 16:35 BRICS expands to global majority 17:28 History of US-China relations 19:40 Kissinger's triangular diplomacy 20:47 Kissinger: divide Russia & China 21:21 (CLIP) Trump: divide Russia & China 21:37 Closest Russia-China relations ever 22:30 India-US-China relations 24:07 India: 3rd-largest economy on Earth 25:41 India & Non-Aligned Movement 27:03 India-USSR/Russia relations 28:39 India moves toward USA 29:50 Rise of Narendra Modi, BJP, RSS 31:22 US-India relations grow closer 32:59 Modi allies India with Israel 33:40 Modi: from banned to loved in USA 34:49 Trump's India policy 35:50 India's role in BRICS 37:59 India's foreign policy 38:52 India opposes dedollarization 42:21 BRICS' internal contradictions 45:05 Outro
The 365 Days of Astronomy, the daily podcast of the International Year of Astronomy 2009
Episode 8. “ASTROMAN: the Dark Sky Guardian” is a podcast channel that aims to explore popular science in multiple disciplines and research on interdisciplinary approaches, such as sustainability, dark-sky protection, astrophotography, space exploration, astronomy innovation, inclusive science communication, and STEAM Education by integrating science and arts. Exodus CL Sit, also known as the ASTROMAN, is a transmedia astronomy educator, popular science author, STEAM educator, and science communicator in Hong Kong. He is recently the National Astronomy Education Coordinator (Chair of Hong Kong, China) of the International Astronomical Union and President of Starrix. He was also an International Committee Member of the Dark Sky International, regularly organizing public lectures at the Hong Kong Space Museum and the Hong Kong Science Museum. He was also the author of a popular science book “Decoding the Starry Night: A Guide to Stargazing and Astrophotography”. We've added a new way to donate to 365 Days of Astronomy to support editing, hosting, and production costs. Just visit: https://www.patreon.com/365DaysOfAstronomy and donate as much as you can! Share the podcast with your friends and send the Patreon link to them too! Every bit helps! Thank you! ------------------------------------ Do go visit http://www.redbubble.com/people/CosmoQuestX/shop for cool Astronomy Cast and CosmoQuest t-shirts, coffee mugs and other awesomeness! http://cosmoquest.org/Donate This show is made possible through your donations. Thank you! (Haven't donated? It's not too late! Just click!) ------------------------------------ The 365 Days of Astronomy Podcast is produced by the Planetary Science Institute. http://www.psi.edu Visit us on the web at 365DaysOfAstronomy.org or email us at info@365DaysOfAstronomy.org.
Our friend, physicist and economist Erald Kolasi, stops by the Macro N Cheese clubhouse to talk with Steve about the profound effects of AI on the energy grid, water resources, and societal infrastructure. The discussion focuses primarily on large-scale corporate AI, such as generative AI. Erald's work bridges physics, economics, and ecology, revealing how AI's rapid expansion is not just a technological phenomenon but a biophysical crisis – one that's easy to overlook. Cloud is such a gentle word. Diaphanous. It sounds harmless. Lovely, even.“When you're in front of your computer and you're just typing away and you're asking these systems to do all these magical things for you, it can seem like it comes out of nowhere. But no, in reality, all of this stuff takes enormous energy.” AI's dematerialized facade obscures its physical infrastructure. It's a classic capitalist contradiction where "progress" accelerates ecological breakdown. Erald and Steve talk about the race to the bottom, as states and municipalities trade public health for tax revenue. Regulatory enforcement is absent. While exploiting labor and plundering nature, the costs are socialized as these companies use public water and energy grids. Elon Musk's xAI Colossus is based in Tennessee. (Remember the TVA, that impressive example of depression-era federal works? Help yourself, Elon.) It's not just that they use public water and energy, it's the vast and growing amounts of these resources, as Erald explains. The conversation also touches on the AI arms race, as the US competes with China, using “national security” as an excuse to justify resource wars. From energy consumption to water depletion, from labor displacement to geopolitical tensions, this episode exposes the contradictions of AI under a system that prioritizes profit over sustainability. Erald Kolasi is a writer and researcher focusing on the nexus between energy, technology, economics, complex systems, and ecological dynamics. His book, The Physics of Capitalism, came out from Monthly Review Press in February 2025. He received his PhD in Physics from George Mason University in 2016. You can find out more about Erald and his work at his website, www.eraldkolasi.com. Subscribe to his Substack: https://substack.com/@technodynamics
00:00 Today we talk about Trump and Putin in Alaska. 12:00 We talk about federalizing the law enforcement in Washington DC. We talk about selling goods to China and putting money in the pocket of the United States Federal Government. 35:00 We talk about the Trump endorsement of Burt Jones and we talk about celebrating special occasions.See omnystudio.com/listener for privacy information.
A highly anticipated Alaska summit between U.S. President Donald Trump and Russian President Vladimir Putin yielded no agreement to resolve or pause Moscow's war in Ukraine, although both leaders described the talks as productive before heading home. Plus, Trump says there are no imminent plans to penalize China for buying Russian oil. Sign up for the Reuters Econ World newsletter here. Listen to the Reuters Econ World podcast here. Find the Recommended Read here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
In 1875, the United States passed the Page Act: the first federal law to restrict immigration. The Page Act marked a turning point in American immigration policy, introducing the use of moral and racial criteria to determine who could enter the country.Join me as I examine the origins, language, and enforcement of the Page Act, how the law impacted immigration from China, and how it shaped future U.S. policies, including the Chinese Exclusion Act.The Page Act is often overlooked in discussions of American immigration history, but it offers important insight into how race, gender, and morality became central to border control in the late 19th century.Support the show
The Bad Boy of the Week was smuggling turtles and venomous snakes to China.
We discuss the rise of China's early patriotic hacking scene, and a new report that unravels how some of its most skilled members eventually found their way into more formal, state-aligned cyber operations. This episode is brought to you by Push Security. Check them out at Pushsecurity.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
We kick off the show with a look at the week's market action, where a slight uptick in the Consumer Price Index contrasted with a much stronger-than-expected Producer Price Index. With inflation data in focus, markets are now leaning heavily toward the Fed cutting rates at its September meeting. Gen Z is redefining romance, ditching pricey dinners for budget-friendly (and often free) date nights, all while prioritizing savings and paying down debt. But here's the twist: financial stability might just be the ultimate attraction. This week, we'll explore why Gen Z could be the most financially literate generation yet, how cheap dates can still be meaningful, why financial security can be “sexy,” and what it all means for love, independence, and long-term happiness. Meanwhile, Nvidia's explosive rise in the AI chip market has minted millionaires at a jaw-dropping pace as nearly half its employees are reportedly worth more than $25 million. But behind the stock-fueled fortune lies a high-pressure culture some call “golden handcuffs,” where long hours and relentless expectations come with the territory. And speaking of stock compensation, it can be a powerful wealth-building tool, but it's also packed with tricky tax questions. We'll tackle a real-world RSU scenario: If taxes are withheld at grant date, but you won't receive the stock until it vests—and you know you'll retire before some of those shares vest—should you accept them anyway? Or is it smarter to walk away from stock you'll never see? We'll break down how RSUs work, the tax implications, and strategies to consider when your career timeline clashes with your vesting schedule. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — August 16, 2025 | Season 39, Episode 33 Timestamps and Chapters 5:31: Slowing Consumer Prices but Hot Producer Prices 17:47: Is Financial Stability the New Love Language? 28:26: From Stock Options to Stress 37:32: When Your Vesting Schedule Outruns Your Career Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
00:00 Intro01:06 Bridgewater Hedge Fund Dumps $1.5B in China Stocks02:38 U.S. Moves to Reduce Reliance on China for Medicine05:21 Alaska Governor Warns of Russia and China's Arctic Goals09:20 China Investors Flood Indonesia to Avoid Hefty Tariffs10:03 China's High-End Hotels Start Hawking Food Outside12:52 China's Young Job Seekers Pay to Pretend to Work14:18 Australia, Philippines Hold Drills After China Incident15:57 U.S. Deploys Two Warships to the South China Sea19:48 Mysterious Woman Goes Viral in China After Car Crash
DryCleanerCast a podcast about Espionage, Terrorism & GeoPolitics
Award-winning journalist John Beck joins Chris to discuss Those Who Should Be Seized Should Be Seized, his harrowing account of China's campaign against Uyghurs, ethnic Kazakhs, and other Muslim minorities. Beck traces the lives of four people—from re-education camps in Xinjiang to exile in Turkey, Kazakhstan, and the US—revealing how Beijing's reach extends far beyond its borders through intimidation, surveillance, and coercion. They explore mass detention, forced labor, and the destruction of culture; the weaponization of bureaucracy; and the role of literature and quiet resistance in preserving identity. Beck also examines the muted global response, the complicity of some governments, and the authoritarian playbook that turns Xinjiang into both a warning and a testing ground for repression worldwide. Subscribe and share to stay ahead in the world of intelligence, geopolitics, and current affairs. Order Those Who Should Be Seized Should Be Seized: https://www.penguinrandomhouse.com/books/774464/those-who-should-be-seized-should-be-seized-by-john-beck/ Follow John on Twitter/X: https://x.com/jm_beck Please share this episode using these links Audio: https://pod.fo/e/314e5b YouTube: https://youtu.be/h-FPBf1jIJY Join Chris on a one-day podcast course Podcast Workshop Monday 22nd September 10am - 5pm @ The Guildford Institute: https://www.eventbrite.co.uk/e/1477046087609 Support Secrets and Spies Become a “Friend of the Podcast” on Patreon for £3/$4: https://www.patreon.com/SecretsAndSpies Buy merchandise from our shop: https://www.redbubble.com/shop/ap/60934996 Subscribe to our YouTube page: https://www.youtube.com/channel/UCDVB23lrHr3KFeXq4VU36dg For more information about the podcast, check out our website: https://secretsandspiespodcast.com Connect with us on social media Bluesky: https://bsky.app/profile/secretsandspies.bsky.social Instagram: https://instagram.com/secretsandspies Facebook: https://facebook.com/secretsandspies Spoutible: https://spoutible.com/SecretsAndSpies Follow Chris and Matt on Bluesky: https://bsky.app/profile/chriscarrfilm.bsky.social https://bsky.app/profile/mattfulton.net Secrets and Spies is produced by F & P LTD. Music by Andrew R. Bird Photos by Kemal Aslan/Depo Photos Secrets and Spies sits at the intersection of intelligence, covert action, real-world espionage, and broader geopolitics in a way that is digestible but serious. Hosted by filmmaker Chris Carr and writer Matt Fulton, each episode examines the very topics that real intelligence officers and analysts consider on a daily basis through the lens of global events and geopolitics, featuring expert insights from former spies, authors, and journalists.
We pull no punches on the escalating #cyberwarfare threat from state-sponsored actors, with China leading the charge. From alarming penetration test results to underfunded state laws like Ohio's latest effort, this episode dissects why America's response is dangerously inadequate. This isn't just another #cybersecurity scare—it's a call for a complete strategic overhaul to safeguard national #security before it's too late.TakeawaysChina is currently leading in cyber warfare against the U.S.The threat landscape is rapidly evolving, with increasing vulnerabilities.Broken access control remains the most common vulnerability in systems.Cybersecurity spending is slowing down, which is concerning for national security.Ohio's new cybersecurity law lacks funding and practical enforcement measures.Leadership in cybersecurity is crucial for effective defense strategies.Many organizations are still using outdated technology and practices.The need for comprehensive training and resources in cybersecurity is critical.Legislative measures must be backed by funding to be effective.The conversation highlights the urgency for a new approach to cybersecurity.
Conversations on Groong - August 16, 2025In this episode of Conversations on Groong, we speak with analyst Hamid Bahrami about Iran's shifting role in the South Caucasus following the White House meeting between Trump, Pashinyan, and Aliyev that unveiled the TRIPP corridor, also known as the Trump Route. We examine how the project threatens to bypass and encircle Iran, potentially cutting it off from Russia and the Black Sea, while serving broader US and Israeli strategic aims. The discussion explores Iran's decades of passivity in the region, its missed opportunities, and the wake-up call of the 44-day war, before turning to how Tehran might now defend its red lines through deeper cooperation with Russia, China, and Armenia. Topics:TRIPP Corridor & US InvolvementUS-Israel Strategy & War RisksIran's Missed Opportunities & ShiftsFuture of Iran–Armenia RelationsHamid Bahrami's article published by the Institute for Iran and Eurasia Studies (IRAS) in Iran: https://www.iras.ir/%D8%B2%D9%86%DA%AF%D8%B2%D9%88%D8%B1%D8%8C-%D9%86%D9%82%D8%B7%D9%87-%D8%A7%D9%86%D9%81%D8%AC%D8%A7%D8%B1-%D8%AF%D8%B1-%D9%82%D9%81%D9%82%D8%A7%D8%B2-%D8%B5%D9%88%D8%B1%D8%AA%D8%A8%D9%86 Guest: Hamid BahramiHosts:Hovik ManucharyanAsbed BedrossianEpisode 461 | Recorded: August 13, 2025SHOW NOTES: https://podcasts.groong.org/461VIDEO: https://youtu.be/lTYVEAuZ8fc#ArmenianNews #Iran #Armenia #TRIPP #ZangezurCorridorSubscribe and follow us everywhere you are: linktr.ee/groong
Rob York is director for regional affairs at Pacific Forum in Honolulu, working on Korean Peninsular security and Indo-Pacific information warfare. He previously worked as production editor at the South China Morning Post in Hong Kong and as editor of NK News from 2013 to 2016. He earned his PhD in Korean history in 2023. Pacific Forum: https://pacforum.org/ Discussion Outline 0:00 Lee Jae Myung 17:50 Trump and Korea 39:00 North Korea 43:10 Communism 47:55 China in the 21st Century 1:10:00 Korea and Japan 1:15:50 The International Order David A. Tizzard has a PhD in Korean Studies and lectures at Seoul Women's University and Hanyang University. He writes a weekly column in the Korea Times, is a social-cultural commentator, and a musician who has lived in Korea for nearly two decades. He can be reached at datizzard@swu.ac.kr. Watch this video next: https://youtu.be/vIbpLfWJoZM?si=srRVQ1vRkLvCV076 Subscribe to the channel: @DavidTizzard/videos Thanks to Patreon members: Bhavya, Roxanne Murrell Join Patreon: https://www.patreon.com/c/user?u=62047873 Music by Jocelyn Clark Connect with us: ▶ David's Insta: @datizzard ▶ KD Insta: @koreadeconstructed Listen to Korea Deconstructed ▶ Listen on iTunes: https://podcasts.apple.com/kr/podcast/korea-deconstructed/id1587269128 ▶Listen on Spotify: https://open.spotify.com/show/5zdXkG0aAAHnDwOvd0jXEE ▶ Listen on podcasts: https://koreadeconstructed.libsyn.com
After nearly eight decades of on-again-off-again conflict, India and Pakistan neared the brink of all-out war last spring. The intense, four-day conflict was an unsettling reminder of the dangers of military escalation between two nuclear-armed adversaries. Though the ceasefire was reached and both sides claimed victory, Delhi and Islamabad are still on edge and tensions remain high. On the GZERO World Podcast, former Pakistani Foreign Minister Hina Khar joins Ian Bremmer to discuss Pakistan's response to India's strikes, which she believes were unjustified, and why Pakistan needs to defend itself from further aggression.One fifth of the world's population lives on the Indian subcontinent, and Khar says putting them at stake because of a political conflict is dangerous because “you do not know how quickly you can go up the escalation ladder.” Bremmer and Khar also discuss the US role in mediating the conflict with India, Pakistan's domestic and economic challenges, its strategic partnership with China, and the dangers for global security if the world abandons a rules-based international order.“As someone who was representing this country as foreign minister, I used to wonder, why were we reduced to eating grass to become a nuclear power?” Khar says, “And now, that is the only thing providing deterrence and security against a country which feels it can attack us anytime, any day.”Host: Ian BremmerGuest: Hina Khar Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.
Chinese Foreign Minister Wang Yi will visit India from Monday to Wednesday. During the visit, he will hold the 24th Round of Talks Between the Special Representatives of China and India on the Boundary Question.
01:02:26 – Nixon Ends the Gold Standard: A Controlled Demolition of the DollarMarking the anniversary of August 15, 1971, the host recounts how Nixon severed the dollar's tie to gold, ending the Bretton Woods system. He details the lead-up, including the removal of silver from U.S. coinage, France's gold repatriation under De Gaulle, and the resulting shift from a stable bi-metallic economy to a fiat system fueling inflation, de-industrialization, and wealth transfer. 01:17:13 – De-Industrialization, Debt Expansion, and the Rise of Crony CapitalismExplains how taking the dollar off gold dovetailed with free trade policies and the 1973 formation of the Trilateral Commission. America's manufacturing base was hollowed out, trade surpluses ended, and debt skyrocketed from $371 billion in 1971 to $37 trillion today. The conversation ties this to corporate consolidation, zombie companies kept alive by central bank policy, and a rigged system benefiting elites. 01:22:33 – The Petrodollar's Decline and Global De-DollarizationReviews the 1970s Kissinger-brokered petrodollar agreement with Saudi Arabia, its quiet disappearance last year, and the shift toward multi-currency oil sales. Discusses BRICS expansion, the ruble's rebound after being gold-linked in 2022, and the dollar's shrinking share of global trade from 53% to the low 40s. Notes that central banks are hoarding gold over their own currencies. 01:44:06 – National Security State Origins and the Truman LegacyReads and comments on a Lou Rockwell article tracing the 1947 creation of the CIA, NSA, and the modern national security state. Argues that Truman's policies institutionalized interventionism, subverted the republic's founding principles, and laid the groundwork for perpetual war and surveillance. Links these shifts to Israel's 1948 recognition, Cold War militarization, and the influx of Nazi scientists under Operation Paperclip. 01:52:06 – The 80-Year Cycle, Operation Paperclip, and Cultural TransformationReflects on how the summer of 1947 reshaped U.S. governance through security agencies, covert power structures, and foreign entanglements. Notes the cultural influence of imported Nazi scientists, with Wernher von Braun as a public face, and draws connections to Cold War propaganda and the militarization of space. 02:00:58 – JFK's Secret Societies SpeechReading and analysis of JFK's 1961 warning about “secret societies” and “monolithic conspiracies,” framing it as timeless advice against government secrecy and press complicity. 02:07:44 – Operation Paperclip & Nazi InfluenceReview of how former Nazi scientists were integrated into U.S. programs after WWII, influencing aerospace, weapons development, and Cold War strategy, with Wernher von Braun as a central figure. 02:15:39 – CIA & MKUltra OriginsExposes early CIA abuses, including the MKUltra mind-control program, as part of a broader national security state agenda to manipulate populations and undermine dissent. 02:47:09 – Trump, Tariffs, and Trade RisksCritiques Trump's tariff strategy as potentially damaging to consumers and allies, warning it could backfire by pushing more nations toward BRICS-style trade blocs. 03:07:17 – NASA Moon Base Plans & Apollo SkepticismNASA's push for a 100-kilowatt lunar reactor sparks analysis of the Artemis program, U.S.–China competition, and a deeper dive into why America hasn't returned to the moon in decades, despite having done so multiple times in the past. 03:33:56 – Space Race & Global Power ShiftReflection on how space exploration intersects with geopolitical changeovers, comparing today's “fourth turning” to post-WWII institution building, and speculating on the existence of a secret space program. 03:45:54 – Red Heifer Prophecy & Third TempleMr. Anderson connects current events in Israel to biblical prophecy, questioning modern evangelical support for temple reconstruction and warning about theological and political implications. 03:50:56 – Decline of Religious ActivismCritique of modern Christian leadership for failing to visibly oppose cultural trends such as the transgender movement, contrasting this with past Catholic and evangelical activism. 03:58:52 – Gold Standard Anniversary & Fiat Currency WarningMarking the anniversary of Nixon taking the U.S. off the gold standard, the host warns about the destructive effects of fiat currency and urges listeners to consider precious metals. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
Subscribe now to skip the commercials. Don't forget to check out our series "Welcome to the Crusades" and "Of This World." Danny and Derek's The Life of a Go-Go Boy album is shelved indefinitely. Meanwhile, in world news: Armenia and Azerbaijan sign a U.S.-brokered peace deal (1:35); Israel prepares for an operation in Gaza City as it continues its search for countries willing to take in expelled Palestinians (8:36); Australia announces plans to recognize Palestine (12:59); Iran hosts an IAEA representative (14:58) as European states prepare to reimpose sanctions (16:45); the Thai-Cambodian border sees two new incidents (19:34); a Sudanese military leader meets with a Trump envoy (22:08); the president of the unrecognized state of Somaliland will reportedly visit the U.S. (24:12); the DRC-M23 peace talks appear to collapse (26:47); Trump agrees to a summit with Putin, leaving Ukraine and European leaders concerned, and Russia makes a breakthrough in the Ukrainian defensive line (29:19); a preview of the upcoming Bolivian election (34:55); Trump orders military force to be used against Latin American drug cartels (38:27); and the U.S. and China agree to extend their tariff détente (40:09). Learn more about your ad choices. Visit megaphone.fm/adchoices
a16z General Partners Martin Casado and Anjney Midha join Erik Torenberg to unpack one of the most dramatic shifts in tech policy in recent memory: the move from “pause AI” to “win the AI race.”They trace the evolution of U.S. AI policy—from executive orders that chilled innovation, to the recent AI Action Plan that puts scientific progress and open source at the center. The discussion covers how technologists were caught off guard, why open source was wrongly equated to nuclear risk, and what changed the narrative—including China's rapid progress.The conversation also explores:How and why the AI discourse got captured by doomerismWhat “marginal risk” really means—and why it mattersWhy open source AI is not just ideology, but business strategyHow government, academia, and industry are realigning after a fractured few yearsThe effect of bad legislation—and what comes nextWhether you're a founder, policymaker, or just trying to make sense of AI's regulatory future, this episode breaks it all down.Timecodes:0:00 Introduction & Setting the Stage0:39 The Shift in AI Regulation Discourse2:10 Historical Context: Tech Waves & Policy6:39 The Open Source Debate13:39 The Chilling Effect & Global Competition15:00 Changing Sentiments on Open Source21:06 Open Source as Business Strategy28:50 The AI Action Plan: Reflections & Critique32:45 Alignment, Marginal Risk, and Policy41:30 The Future of AI Regulation & Closing ThoughtsResourcesFind Martin on X: https://x.com/martin_casadoFind Anjney on X: https://x.com/anjneymidhaStay Updated:Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
From the BBC World Service: The world's first humanoid robot games in China involve soccer, dancing, and boxing. But it's not just about the sport; the event is also designed to attract investment. Then, as Bolivia heads to the polls this weekend, an economic crisis is front and centre in voters' minds. And later, UN talks on a global plastics treaty have ended without a deal.
Tonight, we wander into the misty mountain forests of China, home to the gentle giant panda. Benjamin Boster will guide you through their peaceful world of slow steps, soft fur, and endless bamboo. Settle in, breathe deeply, and let this calm exploration carry you toward rest. Happy sleeping! Want More? Request a Topic: https://www.icantsleeppodcast.com/request-a-topic Ad-Free Episodes: https://icantsleep.supportingcast.fm/ Shop Sleep-Friendly Products: https://www.icantsleeppodcast.com/sponsors Join the discussion on Discord: https://discord.gg/myhGhVUhn7 This content is derived from the Wikipedia article on Giant Panda, available under the Creative Commons Attribution-ShareAlike (CC BY-SA) license. Read the full article: Wikipedia - Giant Panda. Learn more about your ad choices. Visit megaphone.fm/adchoices
Watch every episode ad-free & uncensored on Patreon: https://patreon.com/dannyjones Scott Anderson is a writer, novelist, non-fiction author, and war correspondent. He has authored non-fiction books including Lawrence in Arabia, The Man Who Tried to Save the World, and War Zones. His newest book, 'King of Kings: The Iranian Revolution' is available now. SPONSORS https://whiterabbitenergy.com/?ref=DJP - Use code DJP for 20% off EPISODE LINKS Scott's new book: https://a.co/d/0A9kGwt FOLLOW DANNY JONES https://www.instagram.com/dannyjones https://twitter.com/jonesdanny OUTLINE 00:00 - Chechnya: the world's most terrifying war 07:21 - What's happening in Ukraine right now 14:19 - America's mistake in bombing Iran 22:10 - Is America the "bad guy"? 27:50 - Why sanctions don't work 35:44 - What is Russia's motive for war? 41:59 - Likelihood of nuclear war 53:26 - How technology is making war more savage 01:03:30 - The "industrial revolution" of war 01:10:47 - Drugs on the battlefield 01:14:50 - How CIA participates in the battlefield 01:20:10 - The CIA, the Shah & Khomeini 01:30:29 - How Russia & China feel about Iran today 01:36:20 - China vs. Taiwan 01:44:16 - Georgia's surveillance state 01:47:43 - The Israel & Iran proxy war 01:57:22 - Trump's war on the Epstein files Learn more about your ad choices. Visit podcastchoices.com/adchoices
Jensen Huang, cofounder of NVIDIA, finds himself president of a $4 trillion company, at the forefront of A.I. technology, and, consequently, something of an international diplomat, as he charms President Trump and negotiates to sell his powerful chips to China. Guest: Amrith Ramkumar, reporter for The Wall Street Journal in Washington covering tech and crypto policy. Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, Ethan Oberman, Patrick Fort, and Elena Schwartz. Learn more about your ad choices. Visit megaphone.fm/adchoices
With Monetary Metals, you don't just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownershipYou can learn more here http://www.monetary-metals.com/Snider/HSBC reported shocking results regarding its Hong Kong real estate loans further establishing the proportions of the credit crisis underway there. The news was, however, in line with recent developments in the city, among its banks, and with their Chinese counterparts. The reason was simple enough: all of them are suffering from the same fatal flow which the world, not just SE Asia, is in the middle of paying for. Eurodollar University's Money & Macro AnalysisReuters HSBC profit tumbles as China losses mounthttps://www.reuters.com/business/finance/hsbc-profit-tumbles-china-losses-mount-2025-07-30/Guardian https://slguardian.org/hsbc-flags-73-of-hong-kong-commercial-property-loans-as-risky-amid-market-slump/Bloomberg Hong Kong's Economy Has Two Gravity-Defying Puzzleshttps://www.bloomberg.com/opinion/articles/2025-08-11/hong-kong-interest-rates-and-housing-market-are-puzzlesBloomberg Hong Kong Property Woes Persist Despite Banks' Vote of Confidencehttps://www.bloomberg.com/news/newsletters/2025-07-01/hong-kong-property-woes-persist-despite-banks-vote-of-confidencehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUhttps://youtu.be/gY3Wge-v1sI
K.T. McFarland, Former Deputy National Security Advisor, calls in for her weekly Friday morning hit with Sid to discuss the current geopolitical climate and President Trump's diplomatic strategies. McFarland emphasizes Trump's unique approach by comparing him to a New York real estate developer, highlighting his flexibility and ability to pivot through various plans to achieve his goals. The discussion covers Trump's travels to Alaska to meet with Putin, potential outcomes of the meeting, and how Trump's tactics differ from traditional politicians. The conversation also touches on the broader implications of U.S. relations with Russia and China, stressing the ongoing strategic threats and complexities posed by these nations. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jensen Huang, cofounder of NVIDIA, finds himself president of a $4 trillion company, at the forefront of A.I. technology, and, consequently, something of an international diplomat, as he charms President Trump and negotiates to sell his powerful chips to China. Guest: Amrith Ramkumar, reporter for The Wall Street Journal in Washington covering tech and crypto policy. Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, Ethan Oberman, Patrick Fort, and Elena Schwartz. Learn more about your ad choices. Visit megaphone.fm/adchoices
01:02:26 – Nixon Ends the Gold Standard: A Controlled Demolition of the DollarMarking the anniversary of August 15, 1971, the host recounts how Nixon severed the dollar's tie to gold, ending the Bretton Woods system. He details the lead-up, including the removal of silver from U.S. coinage, France's gold repatriation under De Gaulle, and the resulting shift from a stable bi-metallic economy to a fiat system fueling inflation, de-industrialization, and wealth transfer. 01:17:13 – De-Industrialization, Debt Expansion, and the Rise of Crony CapitalismExplains how taking the dollar off gold dovetailed with free trade policies and the 1973 formation of the Trilateral Commission. America's manufacturing base was hollowed out, trade surpluses ended, and debt skyrocketed from $371 billion in 1971 to $37 trillion today. The conversation ties this to corporate consolidation, zombie companies kept alive by central bank policy, and a rigged system benefiting elites. 01:22:33 – The Petrodollar's Decline and Global De-DollarizationReviews the 1970s Kissinger-brokered petrodollar agreement with Saudi Arabia, its quiet disappearance last year, and the shift toward multi-currency oil sales. Discusses BRICS expansion, the ruble's rebound after being gold-linked in 2022, and the dollar's shrinking share of global trade from 53% to the low 40s. Notes that central banks are hoarding gold over their own currencies. 01:44:06 – National Security State Origins and the Truman LegacyReads and comments on a Lou Rockwell article tracing the 1947 creation of the CIA, NSA, and the modern national security state. Argues that Truman's policies institutionalized interventionism, subverted the republic's founding principles, and laid the groundwork for perpetual war and surveillance. Links these shifts to Israel's 1948 recognition, Cold War militarization, and the influx of Nazi scientists under Operation Paperclip. 01:52:06 – The 80-Year Cycle, Operation Paperclip, and Cultural TransformationReflects on how the summer of 1947 reshaped U.S. governance through security agencies, covert power structures, and foreign entanglements. Notes the cultural influence of imported Nazi scientists, with Wernher von Braun as a public face, and draws connections to Cold War propaganda and the militarization of space. 02:00:58 – JFK's Secret Societies SpeechReading and analysis of JFK's 1961 warning about “secret societies” and “monolithic conspiracies,” framing it as timeless advice against government secrecy and press complicity. 02:07:44 – Operation Paperclip & Nazi InfluenceReview of how former Nazi scientists were integrated into U.S. programs after WWII, influencing aerospace, weapons development, and Cold War strategy, with Wernher von Braun as a central figure. 02:15:39 – CIA & MKUltra OriginsExposes early CIA abuses, including the MKUltra mind-control program, as part of a broader national security state agenda to manipulate populations and undermine dissent. 02:47:09 – Trump, Tariffs, and Trade RisksCritiques Trump's tariff strategy as potentially damaging to consumers and allies, warning it could backfire by pushing more nations toward BRICS-style trade blocs. 03:07:17 – NASA Moon Base Plans & Apollo SkepticismNASA's push for a 100-kilowatt lunar reactor sparks analysis of the Artemis program, U.S.–China competition, and a deeper dive into why America hasn't returned to the moon in decades, despite having done so multiple times in the past. 03:33:56 – Space Race & Global Power ShiftReflection on how space exploration intersects with geopolitical changeovers, comparing today's “fourth turning” to post-WWII institution building, and speculating on the existence of a secret space program. 03:45:54 – Red Heifer Prophecy & Third TempleMr. Anderson connects current events in Israel to biblical prophecy, questioning modern evangelical support for temple reconstruction and warning about theological and political implications. 03:50:56 – Decline of Religious ActivismCritique of modern Christian leadership for failing to visibly oppose cultural trends such as the transgender movement, contrasting this with past Catholic and evangelical activism. 03:58:52 – Gold Standard Anniversary & Fiat Currency WarningMarking the anniversary of Nixon taking the U.S. off the gold standard, the host warns about the destructive effects of fiat currency and urges listeners to consider precious metals. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
Joe's Premium Subscription: https://standardgrain.com/Apple Podcasts https://podcasts.apple.com/us/podcast/grain-markets-and-other-stuff/id1494161095Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG
US President Donald Trump and Russian President Vladimir Putin meet in Alaska today, and Dubai is trying to hold on to its role as the financial centre of the Middle East. Plus, China is sending out a warning to foreign countries stockpiling rare earths metals, and the FT's Katie Martin explains why she's worried about the calm in the markets. Mentioned in this podcast:Can Dubai keep its crown as the Middle East's finance capital?Investors are frogs in a Trumpian potChina warns foreign companies against stockpiling rare earthsPutin hails Trump's ‘energetic and sincere' efforts to end Ukraine warToday's FT News Briefing was produced by Katya Kumkova, Josh Gabert-Doyon and Marc Filippino. Additional help from Kent Militzer, Michael Lello, David da Silva and Gavin Kallmann. Our acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
It's rare that we contemplate where all the plastic we throw out goes, but rest assured that nearly none of it is being recycled. Simply put, it's usually cheaper to make new plastic than to recycle old plastic, even the plastic you put in the recycling bin. Because it takes plastic centuries to break down, this means for each one of us you could build a mountain of plastic from all the packaging we use over the course of our lives. But what if plastic didn't have to take centuries to break down, and could actually biodegrade in a matter of days or weeks? That's exactly the vision Luna Yu is bringing to life as founder and CEO of Genecis Bioindustries, a biotech company using fermentation to transform food waste into high-performance, truly compostable bioplastics. In this episode, Luna joins us—at 1 a.m. her time from a manufacturing run in China—to share the story behind Genecis, from her early days as a teenage entrepreneur in Canada to raising $17 million for her startup in the climate tech world. Luna walks us through how Genecis engineers microbes to turn low-cost industrial waste streams like glycerol into PHA, a biodegradable plastic alternative that's already being used in consumer products like Mad Tea and Mad Coffee. We discuss why Genecis is taking a direct-to-consumer approach, how they're preparing to launch in Sprouts nationwide, and what it will take to make sustainable plastics cost-competitive with petroleum-based ones. We also dive into Luna's big bets on the future—including cell-free biology, the promise of enzyme-only production systems, and her vision for a world where the most convenient option is also the most sustainable. If you're curious about the intersection of synthetic biology, circular economy, and product design—or you just want to hear from someone reshaping the future of plastic—this episode is for you. Discussed in this episode You can learn more about Genecis' technology by reading their patents and patent applications here. Luna is very inspired by Isomorphic Labs. Genecis is backed by Amazon and is a graduate of the Y Combinator accelerator. CJ Biomaterials manufactures PHA via fermentation. Plastic has only been around since the 1950s but we believe it lasts for centuries. How do we know? Researchers simulate environmental exposure in labs by increasing UV radiation, temperature, moisture, and mechanical stress to accelerate plastic breakdown. They analyze how the polymer chains degrade and extrapolate those results to estimate natural-world decay timelines. Get to Know Luna Yu Luna Yu is the CEO of Genecis Bioindustries. She completed her Bachelors and Masters in Environmental Science at the age of 21 at the University of Toronto. During her Undergrad, Luna co-founded, grew and exited from two profitable software startups. The exciting advancements in fields of synthetic biology, bioinformatics, and machine learning led her to infuse her passion and experience together. This created Genecis, where biotechnology enables the conversion of food waste into high value materials.
The 5 things you need to know before the stock market opens today: President Trump will meet Vladimir Putin in Alaska to discuss a Russia-Ukraine truce, China's economy slowed in July, Japan's economy grew more than expected, Air Canada expects to cancel hundreds of flights ahead of a strike, and Nike Co-Founder Phil Knight donates $2B to Oregon Health and Science University. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz walk through the rise of crypto treasury companies, the US government's 15% revenue share on China-specific chip revenue from Nvidia and Advanced Micro Devices, and Amazon's new same-day grocery delivery rollout. ---
Don't forget to check out our series "Welcome to the Crusades" and "Of This World."Danny and Derek's The Life of a Go-Go Boy album is shelved indefinitely. Meanwhile, in world news: Armenia and Azerbaijan sign a U.S.-brokered peace deal (1:35); Israel prepares for an operation in Gaza City as it continues its search for countries willing to take in expelled Palestinians (8:36); Australia announces plans to recognize Palestine (12:59); Iran hosts an IAEA representative (14:58) as European states prepare to reimpose sanctions (16:45); the Thai-Cambodian border sees two new incidents (19:34); a Sudanese military leader meets with a Trump envoy (22:08); the president of the unrecognized state of Somaliland will reportedly visit the U.S. (24:12); the DRC-M23 peace talks appear to collapse (26:47); Trump agrees to a summit with Putin, leaving Ukraine and European leaders concerned, and Russia makes a breakthrough in the Ukrainian defensive line (29:19); a preview of the upcoming Bolivian election (34:55); Trump orders military force to be used against Latin American drug cartels (38:27); and the U.S. and China agree to extend their tariff détente (40:09).Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
(ORIGINAL AIRDATE: July 17, 2020) Two out-of-their-depth white guys try and figure out if PBS' show about Chinese history and culture holds up or not! Will & Lucas talk about the representation that Sagwa brought to PBS in the early 2000s, the iconic theme song, and its significant connection to Arthur. There's also more silly fare like Galidor and Ace Lightning, and why Sagwa is China's answer to Kevin Bacon...
There's a Chinese proverb that says, “If you want to get rich, build a road first.” That philosophy has guided China's development strategy in Africa for much of the past 25 years, that's led to the construction of more than 100,000km of new roads across the continent. We wanted to find out, though, if it's true: does a new road actually pave the way for prosperity, as they say it does? So, we asked Malawi-based journalist Raphael Mweninguwe to visit two highways, the M1 and M26, to speak with local residents and shopkeepers about whether their lives have improved since the Chinese built these highways. Raphael joins Eric from the Malawian capital, Lilongwe, to discuss his report that was published on CGSP this week and explain why the question about whether the road helped improve their lives doesn't have a simple answer. SHOW NOTES: The China-Global South Project: Chinese-Built Roads in Malawi Bring Hope but Not the Riches Many Expected by Raphael Mweninguwe JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
America's edge in artificial intelligence may rest on one decision now facing Washington: whether to keep our most advanced chips out of Beijing's hands. President Trump has moved to lift the export ban on Nvidia's H20 processors—a move some warn could supercharge China's AI ambitions and military power—arming the Chinese Communist Party for dominance in the AI age. Cliff May and Matt Pottinger pull back the curtain on the high-stakes race, the players vying for advantage, and what's really at risk if America loses its lead.
The host argues that the entire "Russia collusion" narrative was a fabrication, with fabricated evidence and data created by federal contractors hired by Hillary Clinton's campaign. The host claims that these lies were used as a pretext for war and to justify devastating sanctions on Russia's energy sector, which were signed by Donald Trump despite his knowledge of the hoax. This is why, according to the host, a historic and high-stakes meeting between Donald Trump and Vladimir Putin is taking place in Alaska, where the two leaders—whom the host calls the "biggest victims of the deep state"—can speak freely without fear of surveillance or leaks. The host details the economic consequences of the sanctions, arguing they crippled Russia's economy while providing cheap energy to China, a move they link to the previous administration's ties to China. The host suggests that the summit is a trade and financial negotiation aimed at ending these sanctions and creating a new economic partnership. The host acknowledges that Putin has gone too far in the conflict but believes the President is pressuring him to de-escalate and hold his fire against future provocations. The host concludes by stating that Putin's decision to travel to U.S. soil is an incredible test of whether the President has enough control over the deep state to ensure his safety
If Then | News on technology, Silicon Valley, politics, and tech policy
Jensen Huang, cofounder of NVIDIA, finds himself president of a $4 trillion company, at the forefront of A.I. technology, and, consequently, something of an international diplomat, as he charms President Trump and negotiates to sell his powerful chips to China. Guest: Amrith Ramkumar, reporter for The Wall Street Journal in Washington covering tech and crypto policy. Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, Ethan Oberman, Patrick Fort, and Elena Schwartz. Learn more about your ad choices. Visit megaphone.fm/adchoices
Alastair Humphreys is a legend in the world of adventure. If you haven't heard of him, here's a few of things he's gotten up to over the years … “Aged nine, he completed the 20 mile Yorkshire 3 Peaks challenge, then the National 3 Peaks in 24 hours aged 13. At 15 he cycled off-road across England … Then after leaving school, he cycled from Pakistan to China, Land's End to John O'Groats, Turkey to Italy, Mexico to Panama and across South America. He ran a charity project in the Philippines and the London marathon dressed as a rhino.” And that was before he left school! This episode picks up the story after he graduated university - and don't worry it doesn't stop. Our ‘CONNECTION' episodes are deep dive interviews with some of the most inspirational and influential people in the world of travel and adventure. Whether you're looking for an epic saga about a cross-continental bike trip or the wildest story about playing the violin you've ever heard, you're going to enjoy this episode about the many types of adventure that exist, how we can have them, and why we need them. FIND ALASTAIR Follow him on Instagram @Al_Humphreys. Find his latest book, Local, wherever books are sold (though we recommend ordering from your local bookshop!). Follow him on Instagram @Al_Humphrey to see what he's up to now, and sign up to his free newsletter at AlastairHumphreys.com where you can also find information on all his books, podcasts and more. SOCIAL Share the show with your friends! Subscribe to the podcast wherever you're listening, follow @armchairexplorerpodcast on Instagram and Facebook, check out Armchair Explorer's website, armchair-explorer.com, and learn more about APT Podcast Studios on their website at APTpodcaststudios.com. CREDITS This episode was produced by Armchair Productions. Find our other shows at armchair-productions.com. Aaron Millar presented the episode and Charles Tyrie did the audio editing and production. Learn more about your ad choices. Visit megaphone.fm/adchoices
Fly By Jing is one of the most exciting brands in food today, and we were lucky to have the company's founder, Jing Gao, return to the studio for a great conversation. We talk about the company's incredible trajectory, and how growth (and expansion into new product lines) comes with its own challenges. We also tap into what it's like to make chili crisps in China, and how the yo-yoing tariff dynamic is keeping the company on its toes. I have so much respect for what Jing is building at Fly By Jing.Also on the show we have a great conversation with Hailee Catalano and Chuck Cruz, recorded live at The Bell House. We talk about softboy foods, beach sandwiches, and what the DMs are looking like.Subscribe to This Is TASTE: Apple Podcasts, Spotify, YouTube See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Leslie welcomes back Scott Paul, President of the Alliance for American Manufacturing, for an in-depth look at four timely topics shaping the global economy and American industry. They break down China's worsening economic crisis and what it means for global markets, and unpack the latest developments in U.S. tariff negotiations with key trading partners. The pair also highlights practical Made-in-America products perfect for outfitting a dorm room or first apartment, and finally, explores how programs like Manufacturing USA and the Manufacturing Extension Partnership are fueling innovation, strengthening supply chains, and creating good-paying jobs here at home. AAM's website is AmericanManufacturing.org and their YouTube channel is youtube.com/@AmericanMfg (where you can watch episode's of AAM's podcast, "The Manufacturing Report") If you want to listen to episodes of "The Manufacturing Report," visit AmericanManufacturing.org/Podcast. Their handles on X and BlueSky are @KeepItMadeInUSA, and @keepitmadeinusa.bsky.social, respectively. Scott's handle on X is @ScottPaulAAM.
Michael Reinking, Senior Market Strategist for the NYSE, details the latest trends and developments in global markets. He discusses markets rebounding ahead of key inflation data and a 90-day U.S.-China tariff extension, with Nvidia and AMD agreeing to unprecedented export fees. He details how a mixed CPI report lifted equities before hotter PPI data—driven by services inflation—halted the rally. He notes that mega-cap tech strength is masking broader market weakness, while a September Fed rate cut still appears likely. He points to Powell's upcoming Jackson Hole speech, retail earnings, and geopolitical events as the next key catalysts.
Dude scored 1.8 million playing slots… or did he? They had to scare off a pack of wolves, and you won't believe how they did it. AI may be watching you during your next hotel stay and proceed with care the next time you're in a brothel. A farmer gave away 650,000 because God told him to, and people in China are calming their nerves in a completely new way. A guy's sister fell off his motorcycle doing 60 mph and he didn't go back for her, top 5 cities for BBQ, and pray you never have rats like they found under a British family's home. Plus, we say goodbye to a friend. Most of these stories are complete bullshit, but it's kind of fun to listen to them.
For the ad-free version of this episode, subscribe to Politicology+ at https://politicology.com/plus In this episode, Ron Steslow and Isaac Stone Fish (founder and CEO of Strategy Risks) discuss China's influence and the risks associated with corporate exposure to the Chinese Communist Party They explore the shifting public perception of China, the implications of leadership conflicts in major companies like Intel, and the strategic decisions surrounding chip sales by Nvidia and AMD. Then, they delve into the significant cybersecurity threats posed by China which have targeted U.S. infrastructure. They discuss the vulnerabilities of the U.S. in the face of potential military conflicts and the broader implications of modern warfare, including economic and information warfare. Later, Isaac dives into how Hollywood's portrayal of China and Chinese people impacts public perception. They discuss: (3:00) Corporate exposure to China (5:50) Business and the CCP (8:55)Shifting public views on China (11:59) Intel Chief's conflicts in China (15:02) Nvidia and AMD (18:02) Supply chain risks (20:58) China's global strategy and U.S. response (31:07) Volt Typhoon and Salt Typhoon (34:07) The vulnerability of U.S. infrastructure (38:01) Rethinking modern warfare (40:35) Hollywood's role in perception of China (46:28) Decoupling from China (54:14) The TikTok dilemma Not yet a Politicology+ member? Don't miss all the extra episodes on the private, ad-free version of this podcast. Upgrade now at politicology.com/plus. Contribute to Politicology at politicology.com/donate Find our sponsor links and promo codes here: https://bit.ly/44uAGZ8 Send your questions and ideas to podcast@politicology.com or leave a voicemail at (703) 239-3068 Follow Ron and Isaac on Twitter: https://twitter.com/RonSteslow https://x.com/isaacstonefish Learn more about your ad choices. Visit megaphone.fm/adchoices