Podcasts about Arms race

The new space race is beginning; It's not just between nations, but between commercial giants, shadow governments, and emerging players staking claims to orbits that are becoming dangerously crowded. The world is entering an era where control of the orbits will define global power. What's fueling this revolution isn't just rocket science. It's economic scale, exotic propellants, and a surge in miniaturized, high-functioning satellites. But with this explosion comes risk: orbital debris fields, collisions that could cripple constellations, and the looming specter of space warfare. In this replay episode of The Aerospace Executive Podcast, I'm joined by Tory Bruno. Formerly the CEO of United Launch Alliance and now President of Blue Origin, he brings an unmatched perspective on the forces reshaping access to space. We cover the radical shifts reshaping orbital real estate, why small launch companies are failing despite demand, and why directed energy weapons in space might be the future of global defense.   You'll also learn: Why the true space cost revolution isn't in launch, but in satellite architecture The hard truth about the “300% drop in launch prices” myth How mini satellites are creating billion-dollar constellations and traffic jams in orbit The quiet arms race: Anti-satellite weapons, Kessler syndrome, and debris fields that could end entire constellations Why lasers may be the only real answer to hypersonic threats Why methane propulsion is suddenly viable and what finally cracked the code Why the biggest competitive edge isn't rockets, it's people     Guest Bio Tory Bruno is the President and CEO of United Launch Alliance (ULA), the largest rocket launch company in the world. Since taking the helm in August 2014, he has led ULA through a transformative era, retiring legacy systems, developing the next-generation Vulcan rocket, and expanding the company's commercial and national security portfolio. Before ULA, Tory spent over three decades at Lockheed Martin, where he began his career as a propulsion engineer and steadily rose through the ranks to become a senior executive. He has deep expertise in advanced propulsion, hypersonics, missile defense, and launch systems, and is widely recognized as one of the aerospace industry's most accomplished and forward-thinking leaders. Connect with Tory on LinkedIn. About Your Host Craig Picken is an Executive Recruiter, writer, speaker and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women's Association, and SOCAL Aviation Association.     Resources For more aerospace industry news & commentary: https://craigpicken.com/insights/.  To learn more about Craig Picken, visit https://craigpicken.com/.  

IT spending continues to expand, with North America projected to lead a 12.6% increase to $2.6 trillion, primarily due to hyperscaler investments in AI infrastructure. However, the proportion of technology spending funneled through channel partners is declining, now at 61% compared to over 70% four years ago, according to a survey by Omnia. This shift signals that while the market is growing, traditional margin and resale opportunities for MSPs are narrowing as vendors redirect a larger share of revenue direct while still relying on partners for implementation, support, and customer operations.Data from Salesforce underscores a near-universal trend toward partner involvement in sales, with 94% of surveyed global salespeople leveraging partners to close deals and 90% using tools to manage relationships. Despite this, Dave Sobel clarifies the distinction between involvement and compensation, highlighting that partner influence on deals does not guarantee economic participation at previous levels. These dynamics reinforce that MSPs must adapt to a reality where their role in the value chain is being separated into influence and execution, with the middle tier facing increasing pressure.Additional analysis draws attention to labor market changes and technology commoditization. U.S. job openings have fallen to their lowest point in over five years, undermining MSP growth strategies dependent on seat expansion. Simultaneously, the AI market is fragmenting at the application layer—with Google's Gemini app, Grok, and OpenAI's ChatGPT shifting market shares rapidly—while hyperscalers like Alphabet (Google) commit unprecedented capital expenditures, fueling an infrastructure arms race even as front-end AI tools become more interchangeable.The practical implication for MSPs and IT service providers is increased pressure to re-evaluate business models, operationalize AI offerings, and focus on defensible, productized services. Reliance on a single vendor or seat-based growth forecasts presents heightened risk. Successful adaptation will require a shift toward managed services around AI operations, governance, and productivity—emphasizing accountability, optionality, and measurable ROI—rather than assuming historic revenue models will persist.Three things to know today:00:00 Partners Essential to Sales but Losing Economic Share, Survey Shows05:44 US Job Market Shows Low Hiring, Low Firing Despite Falling Openings       08:00 Alphabet Plans $180B AI Capex as Gemini Hits 750M UsersThis is the Business of Tech.   Supported by: Small Biz Thoughts Community

John Maytham speaks to Juraj Majcin, who leads the European Policy Centre's European Defence and Security Project, about the potential threat created as a result of the expiration of the START nuclear weapons control treaty between the United States and Russia. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Day 1,443.Today, after an apparent assassination attempt on a senior Russian general in Moscow, we examine the major Russian bombardments across Ukraine that followed the second day of peace talks in Abu Dhabi. Are the United States, Ukraine, and Russia any closer to a ceasefire? We then hear from an NGO delivering vital humanitarian supplies to Ukraine's frontline cities, and speak to the head of a hospital in President Zelensky's hometown.ContributorsFrancis Dearnley (Executive Editor for Audio). @FrancisDearnley on X.Dominic Nicholls (Associate Editor of Defence). @DomNicholls on X.With thanks to Brock Bierman of the NGO Ukraine Focus, and Vitality Gorba-linsky.SIGN UP TO THE ‘UKRAINE: THE LATEST' WEEKLY NEWSLETTER:http://telegraph.co.uk/ukrainenewsletter Each week, Dom Nicholls and Francis Dearnley answer your questions, provide recommended reading, and give exclusive analysis and behind-the-scenes insights – plus maps of the frontlines and diagrams of weapons to complement our daily reporting. It's free for everyone, including non-subscribers.CONTENT REFERENCED:Learn more about Ukraine Focus:https://ukrainefocus.org/ Russian general who ‘orchestrated' Skripal poisoning shot in Moscow (The Telegraph):https://www.telegraph.co.uk/world-news/2026/02/06/russian-general-vladimir-alekseyev-shot-moscow/ Macron wants Britain to pay up to £2bn to join Ukraine weapons scheme (The Telegraph):https://www.telegraph.co.uk/world-news/2026/02/05/macron-wants-uk-pay-up-to-2bn-eu-ukraine-weapons-scheme/ Mother of Kenyan forced to be a Russian suicide bomber ‘traumatised' (The Telegraph):https://www.telegraph.co.uk/world-news/2026/02/05/mother-kenyan-tricked-human-bomb-trauma/ Nuclear pact relies on ‘handshake' after US-Russia treaty expires (The Telegraph):https://www.telegraph.co.uk/world-news/2026/02/05/nuclear-pact-relies-handshake-us-russia-treaty-expires/ Revealed: Russia's secret $2.5bn cash shipments to Iran (The Telegraph):https://www.telegraph.co.uk/world-news/2026/02/06/revealed-russias-secret-25bn-cash-shipments-to-iran/ Pentagon invites 2 Ukrainian drone makers to 'The Gauntlet' (Kyiv Independent):https://kyivindependent.com/pentagon-invites-2-ukrainian-drone-makers-to-the-gauntlet-1-1-billion-in-contracts-at-stake/?mc_cid=1d62a63d34&mc_eid=08d0680a95 Russia destroyed 60% of Ukraine's gas production—so where does Ukraine get gas now? (Euromaidan):https://euromaidanpress.com/2026/02/05/russia-destroyed-ukraine-gas-production-what-replaced-it/Italy foils 'Russian cyber-attacks' at Winter Games (BBC):https://www.bbc.co.uk/sport/articles/cqj25wyjx1noLISTEN TO THIS PODCAST IN NEW LANGUAGES:The Telegraph has launched translated versions of Ukraine: The Latest in Ukrainian and Russian, making its reporting accessible to audiences on both sides of the battle lines and across the wider region, including Central Asia and the Caucasus. Just search Україна: Останні Новини (Ukr) and Украина: Последние Новости (Ru) on your on your preferred podcast app to find them. Listen here: https://linktr.ee/ukrainethelatestSubscribe: telegraph.co.uk/ukrainethelatestEmail: ukrainepod@telegraph.co.uk Hosted on Acast. See acast.com/privacy for more information.

AP correspondent Karen Chammas reports, a key nuclear pact between the U.S. and Russia has expired.

This episode explores the aftermath of the fatal shooting of Alex Pretti and the resulting surge in gun purchases by some left-leaning Americans—framing why some see increased armament as a stand for self-defense and Second Amendment rights, why others fear it empowers the state or deepens political divides, and why some warn it could accelerate political balkanization. It also touches on broader cultural tensions in U.S. politics, including the controversial plan to close the Kennedy Center for two years starting July 4 for major renovations under a new leadership direction, which has sparked backlash from artists and lawmakers alike.

The New START treaty, signed by the United States and Russia in 2010, was a nuclear arms reduction treaty which has now expired. US President Donald Trump has now called for a brand new nuclear treaty, prompting fears of a new global arms race. International Law Professor Al Gillespie told Andrew Dickens, "Mr. Trump is the one who let it void, he was saying, well, it's not fair that only America has these restraints in Russia. "He wanted other countries like China to also have restraints, but China wasn't interested." LISTEN ABOVESee omnystudio.com/listener for privacy information.

For the first time in more than half a century, there are no limits on the world's two largest atomic arsenals. The sole remaining nuclear arms treaty in the world, known as New START, is expiring between the U.S. and Russia, and arms control advocates fear a new arms race. Nick Schifrin reports. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

This week, the New START treaty expires, ending the last remaining major nuclear arms control agreement between the United States and Russia. With no binding limits on the world's two largest nuclear arsenals and China rapidly expanding its own, many fear the start of a new and dangerous era of proliferation.On this episode of Battle Lines: Global Health Security, Arthur Scott-Geddes and Sophie O'Sullivan are joined by Darya Dolzikova of the Royal United Services Institute and Matthew Bunn of Harvard Kennedy School to unpack why Donald Trump wants to rebuild America's nuclear stockpile and whether an arms race is already underway. As the Doomsday Clock edges closer to midnight, how worried should we be?Producer: Sophie O'SullivanExecutive Producer: Louisa WellsStudio Operator: Meghan Searle► Sign up to our most popular newsletter, From the Editor. Look forward to receiving free-thinking comment and the day's biggest stories, every morning. telegraph.co.uk/fromtheeditorContact us with feedback or ideas:battlelines@telegraph.co.uk@venetiarainey@ascottgeddes Hosted on Acast. See acast.com/privacy for more information.

For the first time in more than half a century, there are no limits on the world's two largest atomic arsenals. The sole remaining nuclear arms treaty in the world, known as New START, is expiring between the U.S. and Russia, and arms control advocates fear a new arms race. Nick Schifrin reports. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

SED News is a monthly podcast from Software Engineering Daily where hosts Gregor Vand and Sean Falconer unpack the biggest stories shaping software engineering, Silicon Valley, and the broader tech industry. In this episode, they cover Starlink's rapid rollout of free, high-speed in-flight internet, Tesla's move to deprecate Autopilot in favor of full self-driving, and The post SED News: Apple Bets on Gemini, Google's AI Advantage, and the Talent Arms Race appeared first on Software Engineering Daily.

Scott Ritter : Trump Ignites a New Nuclear Arms RaceSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

SED News is a monthly podcast from Software Engineering Daily where hosts Gregor Vand and Sean Falconer unpack the biggest stories shaping software engineering, Silicon Valley, and the broader tech industry. In this episode, they cover Starlink's rapid rollout of free, high-speed in-flight internet, Tesla's move to deprecate Autopilot in favor of full self-driving, and The post SED News: Apple Bets on Gemini, Google's AI Advantage, and the Talent Arms Race appeared first on Software Engineering Daily.

In this episode, we break down the latest volatility across digital asset markets, unpacking the potential drivers behind Bitcoin's recent sell-off and what it may signal for market structure and risk appetite. We also review the evolving landscape for crypto related IPOs, Anthropic's recent capital raise, and Gartner's warning on rising AI platform fragmentation driven by national sovereignty, regulation, and geopolitics. Further, we unpack the hyperscalers' battle for first party silicon, infrastructure, and software integration.  To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com  Legal Disclaimer  This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

In Episode 498, host Stacey Richter converses with Mark Noel of ClaimInsight about the critical aspects of payment integrity within self-insured employers and plan sponsors, focusing on the arms race with revenue cycle management (RCM).  The discussion reveals three main insights: the substantial impact of small claim errors, the inherent flaws and conflicts within prepayment analysis by TPAs, and the problematic financial incentives influencing claim processing. Noel emphasizes the importance of prepayment integrity for both plan savings and protecting members, underscoring the need for meticulous oversight and proactive management in payment processes. === LINKS ===

Belinda Dennett CEO of Data Centres Australia explains the rush to build AI data centres in Australia. See omnystudio.com/listener for privacy information.

If we don't build it, China will.That's the rallying cry of the tech companies and governments racing to develop artificial intelligence as fast as humanly possible. The argument is that whoever reaches AGI first won't just be dominant technologically, or economically – they'll be the world's next super power. But, if I'm being honest, I don't know if that framing holds up. And part of the reason for that is that we don't really understand China.Enter Keyu Jin. Jin is a Harvard trained economist who splits her time between London and Beijing, and her book, The New China Playbook, is her attempt to “read China in the original” – to provide a firsthand look at the forces that shaped the country's unprecedented rise. China's success is a puzzle. How did one of the poorest nations on the planet become the second richest in less than a century? How did an economy without free markets birth a tech sector that rivals – and in some ways surpasses – Silicon Valley?The answers to these questions aren't academic. China became a global power without capitalism and without democracy, which means its success has profound implications for both.And as Canada sets out to find its footing in a rapidly changing world order, one thing is abundantly clear: we need to start reckoning with the Chinese playbook. Mentions:The New China Playbook, by Keyu Jin Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Two Old Bloggers Discuss Vikings Offseason Drama and Future Roster Moves — In this episode of 'Two Old Bloggers', Darren and Dave delve into the latest updates concerning the Minnesota Vikings. They discuss the recent dropped charges against Jordan Addison, potential trade rumors, and the re-signing of defensive coordinator Brian Flores. The duo analyzes the Vikings' ongoing quarterback struggles in the NFC North, highlighting the performance of other quarterbacks in the division. They also take a deep dive into the offensive line, focusing on the center position and potential offseason moves to strengthen the unit. The episode concludes with a preview of the day's playoff games and their predictions. 00:00 Welcome to Two Old Bloggers 00:09 Vikings Offseason Drama 04:25 Jordan Addison's Legal Troubles 09:11 Trade Rumors and Speculations 17:27 Brian Flores Extension 25:05 Salary Cap and Comp Picks 29:54 NFC North QB Arms Race 38:24 Quarterback Options for the Vikings 39:32 JJ McCarthy's Potential and Challenges 41:57 Offensive Line Analysis 42:43 Center Position Dilemma 50:11 Free Agency and Draft Prospects 57:08 Offensive Line Depth and Coaching 01:12:29 Final Thoughts and Predictions Fan With Us! We have your Minnesota Vikings talk amongst the Two Old Bloggers, Darren @KickassblogVike, and Dave @Luft_Krigare along with our numbers guy, Drew Bunting. Join the conversation! Fan with us at Vikings 1st & SKOL @Vikings1stSKOL and with our podcast partner Fans First Sports Network @FansFirstSN. _______________________________________________________ ⭐️ Subscribe to us here! - https://www.youtube.com/@vikings1stskol92 ⭐️ Our X can be found at @Vikings1stSKOL ⭐️ Our Discord at https://discord.com/invite/493z6mQXcN ⭐️ At Fans First Sports Network - https://www.ffsn.app/teams/minnesota-vikings/ ⭐️ Watch the live show here: https://youtu.be/vd1u_QdrRqo Learn more about your ad choices. Visit megaphone.fm/adchoices

Documentary filmmaker Adam Bhala Lough joins the Chuck ToddCast for a provocative, darkly funny, and unsettling conversation about AI, power, and the people building the future faster than anyone can regulate it. Lough unpacks the thinking behind his documentary Deepfaking Sam Altman, exploring why artificial intelligence inspires both awe and terror, how tech elites quietly prepare for social backlash, and why many of the skills we once told young people to master—like coding—may soon be obsolete. From Silicon Valley’s obsession with immortality and bunker-building to the fear that any job done on a computer could disappear within a few years, the discussion confronts what happens when innovation outruns accountability. The episode also dives deep into Sam Altman’s mystique, Silicon Valley’s moral blind spots, and how fear—of China, regulation, or losing dominance—is used to shape public debate around AI. Lough explains how deepfakes are made, why AI-driven scams are about to explode, and what lawmakers fundamentally misunderstand about regulating rapidly evolving technology. Ultimately, this conversation argues that the antidote to AI anxiety isn’t panic or denial—but transparency, literacy, and a serious public reckoning with who controls the tools reshaping human society. Timeline: 00:00 Adam Bhala Lough joins the Chuck ToddCast 02:30 Tech titans know the pitchforks are coming & are building bunkers 03:15 Did you create “Deepfaking Sam Altman” assuming the worst about AI? 05:00 The phrase Artificial Intelligence is great branding, but creates fear 06:15 How did you find funding for the documentary? 06:45 AI was one of the reasons the writer’s guild was protesting 07:30 Kids who grew up learning to code won’t have a job due to AI 08:15 Coding is now a useless skill when it was THE skill to have 10 years ago 10:15 Any job done on a computer could be gone within 3 years 10:45 Teaching critical thinking skills when a machine can do it for you? 13:00 Humans won’t be ok with robots replacing, but may not have a choice 13:30 If AI destroys humanity, it wouldn’t be deliberate 14:15 There’s a theory that AI would keep us around & find a use for us 15:00 Sam Altman has a giant collection of guns & weapons, like a prepper 15:45 Wealth creates a “prepper” mentality 17:00 There’s an obsession Silicon Valley with living forever 17:45 Was trying to interview Sam Altman always the premise of the doc? 18:45 Thought getting an interview with Sam Altman would be easy 19:15 Still haven’t heard from Altman in light of the documentary 20:45 What made you so threatening that Altman avoided you? 22:30 Other tech companies were more open to talking than OpenAI 23:15 Altman uses AI to read and summarize his emails, he doesn’t read them 24:00 Tech CEO’s tend to be antisocial, created platforms to compensate? 24:45 Many created products the world didn’t need just to get rich 26:00 Social media causes problems, but also have positives like Arab Spring 26:45 Totalitarian regimes found a way to weaponize social media 27:45 Chinese documentarian used AI to avoid government crackdown 29:15 Altman uses fear of China’s use of AI to avoid regulation & get investment 30:15 Sam Altman is a Marvel level super villain 30:45 Elon Musk is even more of a villain than Altman 31:15 Altman doesn’t have a personality, Elon has a crazy one 32:00 Google’s Gemini has caught up and surpassed ChatGPT 32:45 Altman could be a flash in the pan, or the next Steve Jobs 34:30 Steve Jobs and Sam Altman share a similar drive 35:45 Apple wouldn’t have been as successful under Wozniak, he’s too nice 37:00 You don’t have to be an asshole to be a successful tech CEO 38:30 Political leaders have given business leaders permission to be awful 39:00 What do you want people to take away from the documentary? 39:45 The best way to cure AI anxiety is to create a conversation about it 40:45 Concerned about legal exposure from the documentary? 41:15 The documentary shows how the deepfake was made 42:30 AI image & video generators should be forced to include a logo 43:15 What should politicians understand about AI regulation? 44:30 AI slop is getting harder than ever to identify as fake 46:15 AI will be an incredible tool for scamming people 47:00 People should have a safeword to avoid deepfake scams 49:15 AI will be very useful in creating archival footage 51:00 AI gets dystopian when you put it into weapons 52:30 What topics are you interested in covering next? 55:00 Terms & conditions that force arbitration is very coercive 57:15 Deepfaking Sam Altman took 18 months to createSee omnystudio.com/listener for privacy information.

In this urgent and unsettling episode of the Chuck ToddCast, Chuck argues that America is in the midst of a historic “Great Unraveling,” marked by the collapse of trust, consent, and the basic social contract that has held the country together for generations. He examines a chilling series of events in Minneapolis—two fatal shootings by federal agents in three weeks, including the killing of Alex Pretti, who was legally carrying a firearm—raising profound questions about accountability, constitutional rights, and whether the federal government can still be trusted to tell the truth when video evidence directly contradicts official accounts. As administration officials stumble through indefensible explanations, Chuck connects the domestic breakdown to a broader global rupture: allies like Canada openly describing relations with the U.S. as “ruptured,” the post–World War II rules-based order splintering, science and public health consensus eroding, and political power being wielded through favoritism and fear. The episode paints a stark picture of a country growing weaker, more isolated, and more vulnerable—not because of fate, but because unraveling is a process, and it’s happening in real time. Then, documentary filmmaker Adam Bhala Lough joins the Chuck ToddCast for a provocative, darkly funny, and unsettling conversation about AI, power, and the people building the future faster than anyone can regulate it. Lough unpacks the thinking behind his documentary Deepfaking Sam Altman, exploring why artificial intelligence inspires both awe and terror, how tech elites quietly prepare for social backlash, and why many of the skills we once told young people to master—like coding—may soon be obsolete. From Silicon Valley’s obsession with immortality and bunker-building to the fear that any job done on a computer could disappear within a few years, the discussion confronts what happens when innovation outruns accountability. The episode also dives deep into Sam Altman’s mystique, Silicon Valley’s moral blind spots, and how fear—of China, regulation, or losing dominance—is used to shape public debate around AI. Lough explains how deepfakes are made, why AI-driven scams are about to explode, and what lawmakers fundamentally misunderstand about regulating rapidly evolving technology. Ultimately, this conversation argues that the antidote to AI anxiety isn’t panic or denial—but transparency, literacy, and a serious public reckoning with who controls the tools reshaping human society. Finally, Chuck weighs in on the political disaster that is unfolding for Republicans, hops into the ToddCast Time Machine to draw parallels between modern America and Bloody Sunday in Northern Ireland in the 70’s and answers listeners’ question in the “Ask Chuck” segment. Get your wardrobe sorted and your gift list handled with Quince. Don't wait! Go to https://Quince.com/CHUCK for free shipping on your order and 365-day returns. Now available in Canada, too! Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/chuck. Application times may vary. Rates may vary. Thank you Wildgrain for sponsoring. Visit http://wildgrain.com/TODDCAST and use the code "TODDCAST" at checkout to receive $30 off your first box PLUS free Croissants for life! Timeline: (Timestamps may vary based on advertisements) 00:00 Chuck Todd’s introduction 01:45 America is going through a “Great Unraveling” 04:45 January 2026 has been a horrendous month in American history 05:45 We’re watching the collapse of consent 06:15 Federal agents involved in 2 fatal shootings in 3 week in Minneapolis 07:00 Alex Pretti was shot 10 times, this was an assassination 07:30 No consequences for agent that shot Renee Good sent a message 08:15 The federal government won’t uphold the law or constitutional rights 09:30 Administration officials make fools of themselves defending this 10:15 Alex Pretti was legally carrying his firearm 10:45 January 6th protestors were also armed 11:45 The federal government is behaving like fascists 12:45 What remains of the social contract? 13:15 Trump’s leadership is destroying everything we knew about America 14:00 Canada’s PM Mark Carney describes relations with U.S. as “ruptured” 14:45 The rules based order in splintering 15:15 TikTok deal was purely favoritism & media alignment for Trump allies 16:15 CDC now discarding science, openly questioning the polio vaccine 17:00 Government shutdown is coming later this week 18:00 100 years of consensus is shattering 19:00 Alex Pretti was carrying, not brandishing his weapon 19:45 Alex Pretti was killed in cold blood 20:30 Thank god there was video, you can’t trust the federal government 21:00 Bystander video contradicts federal government account 21:45 Patel and Noem have no credibility outside of Trump’s base 22:45 Federal agents violated half the bill of rights in one incident 24:30 Middle powers can’t assume alignment with US gives stability 25:30 Canada’s response to Trump is seismic & entirely rational 26:30 The post WW2 order was held together by trust, & that’s been shattered 28:15 Trump’s appointees are making us vulnerable to eradicated diseases 29:30 TikTok will be used by Trump allies for political alignment 30:45 Unraveling isn’t destiny… it’s process 31:30 Trump is making us weaker, more vulnerable and poorer 32:45 We’re losing our country… literally 33:30 We can’t believe anything the federal government says 40:00 Adam Bhala Lough joins the Chuck ToddCast 42:30 Tech titans know the pitchforks are coming & are building bunkers 43:15 Did you create “Deepfaking Sam Altman” assuming the worst about AI? 45:00 The phrase Artificial Intelligence is great branding, but creates fear 46:15 How did you find funding for the documentary? 46:45 AI was one of the reasons the writer’s guild was protesting 47:30 Kids who grew up learning to code won’t have a job due to AI 48:15 Coding is now a useless skill when it was THE skill to have 10 years ago 50:15 Any job done on a computer could be gone within 3 years 50:45 Teaching critical thinking skills when a machine can do it for you? 53:00 Humans won’t be ok with robots replacing, but may not have a choice 53:30 If AI destroys humanity, it wouldn’t be deliberate 54:15 There’s a theory that AI would keep us around & find a use for us 55:00 Sam Altman has a giant collection of guns & weapons, like a prepper 55:45 Wealth creates a “prepper” mentality 57:00 There’s an obsession Silicon Valley with living forever 57:45 Was trying to interview Sam Altman always the premise of the doc? 58:45 Thought getting an interview with Sam Altman would be easy 59:15 Still haven’t heard from Altman in light of the documentary 1:00:45 What made you so threatening that Altman avoided you? 1:02:30 Other tech companies were more open to talking than OpenAI 1:03:15 Altman uses AI to read and summarize his emails, he doesn’t read them 1:04:00 Tech CEO’s tend to be antisocial, created platforms to compensate? 1:04:45 Many created products the world didn’t need just to get rich 1:06:00 Social media causes problems, but also have positives like Arab Spring 1:06:45 Totalitarian regimes found a way to weaponize social media 1:07:45 Chinese documentarian used AI to avoid government crackdown 1:09:15 Altman uses fear of China’s use of AI to avoid regulation & get investment 1:10:15 Sam Altman is a Marvel level super villain 1:10:45 Elon Musk is even more of a villain than Altman 1:11:15 Altman doesn’t have a personality, Elon has a crazy one 1:12:00 Google’s Gemini has caught up and surpassed ChatGPT 1:12:45 Altman could be a flash in the pan, or the next Steve Jobs 1:14:30 Steve Jobs and Sam Altman share a similar drive 1:15:45 Apple wouldn’t have been as successful under Wozniak, he’s too nice 1:17:00 You don’t have to be an asshole to be a successful tech CEO 1:18:30 Political leaders have given business leaders permission to be awful 1:19:00 What do you want people to take away from the documentary? 1:19:45 The best way to cure AI anxiety is to create a conversation about it 1:20:45 Concerned about legal exposure from the documentary? 1:21:15 The documentary shows how the deepfake was made 1:22:30 AI image & video generators should be forced to include a logo 1:23:15 What should politicians understand about AI regulation? 1:24:30 AI slop is getting harder than ever to identify as fake 1:26:15 AI will be an incredible tool for scamming people 1:27:00 People should have a safeword to avoid deepfake scams 1:29:15 AI will be very useful in creating archival footage 1:31:00 AI gets dystopian when you put it into weapons 1:32:30 What topics are you interested in covering next? 1:35:00 Terms & conditions that force arbitration is very coercive 1:37:15 Deepfaking Sam Altman took 18 months to create 1:41:30 Chuck’s thoughts on interview with Adam Bhala Lough 1:43:30 Elected Republicans trying to distance from Trump’s DHS 1:45:00 Marjorie Taylor-Greene argues the small c conservative position 1:46:00 MTG uses hypothetical shooting of a MAGA by Biden’s DOJ 1:48:00 Trump’s defenders try to blame Trump’s advisors rather than Trump 1:49:00 The administration is trampling the Bill of Rights 1:50:00 Minneapolis is a political disaster for Trump 1:51:00 Conservative pundits are pitching a Minneapolis off-ramp 1:52:45 Greg Bovino is trying invoke violence in the way he dresses 1:54:00 Trump’s coalition is breaking apart 1:55:45 ToddCast Time Machine 1:56:30 January 30th, 1972 - Bloody Sunday in Northern Ireland 1:57:45 British army turned into an occupying force 1:58:30 Unarmed civilians were shot by soldiers 1:59:00 Bloody Sunday ended the belief that the government could be neutral 2:00:00 When the state lies about violence, radicalism ensues 2:01:30 U2’s anthem about Bloody Sunday is expression of moral fatigue 2:02:30 Trump is the only person that can de-escalate and he refuses to 2:04:00 States tell themselves they are restoring order, consequences are permanent 2:04:45 Trust collapsed in Northern Island & happening now in Minneapolis 2:05:45 Ask Chuck 2:06:15 Agents involved in shootings weren’t new recruits? 2:11:00 How naive were we to think “it can’t happen here” How do we navigate it?See omnystudio.com/listener for privacy information.

Humans have shaped the world more than any other species in existence, largely due to our ability to coordinate and work together as a unit – in other words, to govern ourselves. This means that, while human societies are at the center of the many crises we face today, we are also the key to navigating through them safely. But this is only possible if we're able to hold the foundations of our governance together: communication, agency, and remembering our shared humanity. What is the current state of our ability to do this, and what policy mechanisms and agreements are needed to navigate the turbulent decades to come?  In this Reality Roundtable, Nate is joined by geopolitical risk experts Mark Medish and Chuck Watson to discuss the increasing strain being placed on human governance as a result of escalating conflicts between nations and state leaders. Together, they delve into the intricate foundations of our modern governing structures and why it is critical that we reinforce existing international treaties and agreements in order to avoid the worst outcomes for all of humanity. Mark and Chuck also discuss the history of nuclear arms control – including the upcoming expiration of the New Strategic Arms Reduction Treaty (New START) – and how artificial intelligence threatens to disturb the tenuous peace built in the 20th century. Ultimately, they emphasize the need to renew public awareness and education on the importance of governance and the need for our leadership to engage in diplomatic negotiations in an increasingly complex world. Despite the media's focus on laws, regulations, and technology, why do people and our shared humanity still lay at the center of good governance and decision making? Where are our current leaders failing us, and does the average citizen still hold agency to influence the trajectory of global events? Lastly, what do we risk by abandoning trust in our fellow citizens and nations, and what opportunities are still available to rebuild our confidence in each other?  (Conversation recorded on January 8th, 2026)   About Mark Medish: Mark Medish has over 30 years of professional experience in policy, law, finance, and strategic communications. Medish served at The White House as a Special Assistant to the President and Senior Director on the National Security Council, as well as at the U.S. Treasury as Deputy Assistant Secretary for International Affairs. He also worked in senior positions at the State Department (USAID) and the United Nations (UNDP). Medish is Vice Chair of Project Associates Ltd., a London headquartered strategic consultancy with offices in Europe, the Middle East, East Africa, and the U.S. He is also a founding partner of the Mosaiq Law Group in Washington, D.C., and a co-founder of Keep Our Republic, a non-profit civic education organization promoting democratic governance and rule of law. His previous business leadership posts include: president of The Messina Group, a boutique strategic communications firm based in Washington, D.C.; president of the international division of Guggenheim Partners, an asset management company headquartered in Chicago; and equity partner at Akin Gump, an international law firm where he led the sovereign advisory practice. He worked as a vice president for studies and senior scholar at the Carnegie Endowment for International Peace. He was a visiting research fellow at The Japan Institute of International Affairs in Tokyo. He is a life member of the Council on Foreign Relations. He is also a board member of the Institute for the Study of Diplomacy at Georgetown University and the Institute for Human Sciences (IWM) in Vienna.   About Chuck Watson: Chuck Watson has had a long career in international development projects as well as military and intelligence work, with a specialty in natural and human-made disaster modeling. He worked for the US Air Force, was an attaché to US Ambassadors to the Middle East Robert McFarland and Secretary of Defense Donald Rumsfeld.  Chuck has worked as an advisor to governments for over four decades with a particular emphasis on big data, open source intelligence, with an emphasis on the Soviet Union and Russia. Chuck is also the founder and Director of Research and Development of Enki Holdings, LLC, which designs computer models for phenomena ranging from tropical cyclones (hurricanes) and other weather phenomena, earthquakes, and tsunamis, as well as anthropogenic hazards such as industrial accidents, terrorism, and weapons of mass destruction.   Show Notes and More Watch this video episode on YouTube   Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie.   ---    Support The Institute for the Study of Energy and Our Future   Join our Substack newsletter   Join our Hylo channel and connect with other listeners  

Corning is everywhere: from the fiber optic cables powering the internet to the Gorilla Glass on your iPhone. Now, the 175-year-old company is making domestic manufacturing profitable. In this week's episode of Bold Names, CEO Wendell Weeks sits down with WSJ's Christopher Mims to discuss how he plays the long game with technology investments and why his company is uniquely positioned to take advantage of the Trump administration's tariffs and industrial policy. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast' Biden's Antitrust Architect on How Big Tech Threatens U.S. Prosperity This CEO Says Global Trade Is Broken. What Comes Next? Reid Hoffman Says AI Isn't an ‘Arms Race,' but America Needs to Win Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims's Keywords column. Read Tim Higgins's column.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Have world governments secretly recovered and reverse-engineered extraterrestrial technology? Explosive claims that non-human craft have been retrieved, studied, and hidden from the public have surfaced in congressional testimony and documentaries. Revelations of UFO reverse-engineering programs by the U.S., U.K., and the Soviets, to name a few, are further examples of a covert global arms race for alien tech. Were these programs scrapped or simply buried deeper? And if such technology exists, could it revolutionize life as we know it? Tonight, Jeremy Scott sits in for Clyde Lewis and talks with retired U.S. Air Force Staff Sergeant Gene Sticco, and former NASA & Air Force flight surgeon, Dr. Gregory Rogers, about "Alien Tech: The Hidden Arms Race". Listen on groundzeroplus.com.

The last remaining arms control treaty between the United States and Russia willexpire on Wednesday, February 4 th . Without this treaty, there will be nothing stopping anew, dangerous and wasteful nuclear arms race. Now is the time to demand that bothcountries agree to save New START.

Welcome back to Fine Tooning with Jim Hill and Drew Taylor, who is officially back behind the mic after a very eventful hiatus. Before diving into a mountain of animation news, the guys catch up on where Drew has been, why Burbank's Providence Saint Joseph Medical Center has more Disney history than you might expect, and why this might be one of the biggest transition moments the entertainment industry has seen in decades. NEWS • The Academy Awards announce a major media shift, with the Oscars leaving broadcast television for YouTube beginning in 2029 • Awards season logistics break down, including nomination voting dates, announcement timing, and the March ceremony • Box office check-in on Avatar: Fire and Ash crossing the billion-dollar mark worldwide • Zootopia 2 becomes the highest-grossing film ever released by Walt Disney Animation Studios • A huge year for global animation, with Ne Zha 2, anime theatrical releases, and Netflix hits reshaping the marketplace FEATURE • A comprehensive look at the major animated theatrical releases scheduled for 2026 • Pixar, Illumination, Disney, DreamWorks, Sony, Laika, and more line up an unusually crowded slate • Why films like Toy Story 5, Hoppers, The Super Mario Galaxy Movie, and Coyote vs. Acme carry especially high expectations • What shifting release strategies and streaming decisions may signal for animation's future HOSTS • Jim Hill - IG: @JimHillMedia | X: @JimHillMedia | Website: JimHillMedia.com • Drew Taylor - IG: @drewtailored | X: @DrewTailored | Website: drewtaylor.work FOLLOW • Facebook: JimHillMediaNews • Instagram: JimHillMedia • TikTok: JimHillMedia SUPPORT Support the show and access bonus episodes and additional content at Patreon.com/JimHillMedia. PRODUCTION CREDITS Edited by Dave Grey Produced by Eric Hersey - Strong Minded Agency SPONSOR This episode is sponsored by Unlocked Magic, where you can score real savings on Walt Disney World and Universal Orlando tickets, sometimes up to 12 percent off. Unlocked Magic is run by the same trusted team behind the DVC Rental Store and the DVC Resale Market. Planning a Central Florida trip in 2026? Pick your dates, grab your tickets, and go. Learn more at UnlockedMagic.com. If you would like to sponsor a show on the Jim Hill Media Podcast Network, reach out today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to Fine Tooning with Jim Hill and Drew Taylor, who is officially back behind the mic after a very eventful hiatus. Before diving into a mountain of animation news, the guys catch up on where Drew has been, why Burbank's Providence Saint Joseph Medical Center has more Disney history than you might expect, and why this might be one of the biggest transition moments the entertainment industry has seen in decades. NEWS • The Academy Awards announce a major media shift, with the Oscars leaving broadcast television for YouTube beginning in 2029 • Awards season logistics break down, including nomination voting dates, announcement timing, and the March ceremony • Box office check-in on Avatar: Fire and Ash crossing the billion-dollar mark worldwide • Zootopia 2 becomes the highest-grossing film ever released by Walt Disney Animation Studios • A huge year for global animation, with Ne Zha 2, anime theatrical releases, and Netflix hits reshaping the marketplace FEATURE • A comprehensive look at the major animated theatrical releases scheduled for 2026 • Pixar, Illumination, Disney, DreamWorks, Sony, Laika, and more line up an unusually crowded slate • Why films like Toy Story 5, Hoppers, The Super Mario Galaxy Movie, and Coyote vs. Acme carry especially high expectations • What shifting release strategies and streaming decisions may signal for animation's future HOSTS • Jim Hill - IG: @JimHillMedia | X: @JimHillMedia | Website: JimHillMedia.com • Drew Taylor - IG: @drewtailored | X: @DrewTailored | Website: drewtaylor.work FOLLOW • Facebook: JimHillMediaNews • Instagram: JimHillMedia • TikTok: JimHillMedia SUPPORT Support the show and access bonus episodes and additional content at Patreon.com/JimHillMedia. PRODUCTION CREDITS Edited by Dave Grey Produced by Eric Hersey - Strong Minded Agency SPONSOR This episode is sponsored by Unlocked Magic, where you can score real savings on Walt Disney World and Universal Orlando tickets, sometimes up to 12 percent off. Unlocked Magic is run by the same trusted team behind the DVC Rental Store and the DVC Resale Market. Planning a Central Florida trip in 2026? Pick your dates, grab your tickets, and go. Learn more at UnlockedMagic.com. If you would like to sponsor a show on the Jim Hill Media Podcast Network, reach out today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Should AI be stopped? To find the answer, we conclude our story on the rise of game-playing AI systems – and how they spawned an artificial intelligence arms race. We also reveal the identity of Antonio Paine, perhaps the leading expert (and whistleblower) on artificial intelligence.Support the show: https://redpilledamerica.com/support/See omnystudio.com/listener for privacy information.

The promise of fusion is enormous: clean, reliable energy at a scale that could change everything from climate outcomes to global prosperity. But how close are we? And what's still standing between today's breakthroughs and tomorrow's power plants? Bob Mumgaard, co-founder and CEO of Commonwealth Fusion Systems, joins Rapid Response to explain why fusion is different from fission, what recent advances have unlocked, and what the race to industrialize fusion will require. And with Trump Media making an unexpected recent entry into the fusion arena, the push toward a tipping point is getting even more urgent.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Should AI be stopped? In Part Two of Arms Race, we continue our story about the rise of game-playing AI systems – and how they spawned an artificial intelligence arms race. The finale airs Friday, January 2nd, 2026.Support the show: https://redpilledamerica.com/support/See omnystudio.com/listener for privacy information.

Frank Holmes of U.S. Global Investors and HIVE breaks down the U.S.-China data center arms race… why Paraguay is key to Bitcoin (BTC) mining… the gold-vs.-Bitcoin debate… and the key to finding value in the market. In this episode: Sitting down with Frank Holmes of U.S. Global Investors and HIVE [0:10] The U.S. and China are in a data center arms race [5:30] Paraguay is key to Bitcoin mining [15:11] Why the gold-vs.-Bitcoin debate is absurd [25:37] The key ingredient to finding value in the market [32:41] How to access Frank Holmes' insights [37:22] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Should AI be stopped? To find the answer, we follow the rise of game-playing AI systems – and how they spawned an artificial intelligence arms race. Along the way, we speak to perhaps the world’s leading expert on artificial intelligence to gain insight on where AI came from…and where it’s going. Part Two airs Wednesday, December 31st, 2025.Support the show: https://redpilledamerica.com/support/See omnystudio.com/listener for privacy information.

Who will take care of you in old age? Jeff Cardenas, the CEO and co-founder of Apptronik, says the answer is robots. The startup founder set out to build a smart, dexterous robot after watching his grandfathers grow old and dependent in their later years. Beyond healthcare, Cardenas sees robots as essential to U.S. economic growth and national security with applications across industries. Even with the latest advances in artificial intelligence and hardware, what will it take for humanoid robots to make the leap from science fiction to reality? On the latest episode of the Bold Names podcast, Cardenas tells WSJ's Christopher Mims and Tim Higgins why Apptronik is betting it will create the home robot helper that everyone will want. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast' Reid Hoffman Says AI Isn't an ‘Arms Race,' but America Needs to Win Why This Investor Says the AI Boom Isn't the Next Dot-Com Crash How the U.S. Stacks Up to China's ‘Engineering State' Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims's Keywords column.Read Tim Higgins's column.  Learn more about your ad choices. Visit megaphone.fm/adchoices

“The high-end consumer's going to drive the spend this holiday,” says Charlie O'Shea, citing anecdotal evidence of long lines even in the cold. The question is what will happen on the lower end, he adds. He covers the “arms race” of Amazon (AMZN) free shipping and its avoidance of brick-and-mortar vs Walmart (WMT) and Costco (COST). He thinks Target (TGT) is doing a good job despite “bumps in the road.” ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

PREVIEW THE PTOLEMAIC ARMS RACE: WAR ELEPHANTS AS ANCIENT BATTLE TANKS Colleague Professor Toby Wilkinson. Professor Wilkinson details the military "arms race" between the Ptolemies and Seleucidsinvolving war elephants, the "battle tanks" of the ancient world. He explains how the Ptolemies utilized flighty Africanelephants against their rivals' Indian elephants, creating a strange but critical competition to amass military power.

Jeff Blair and Kevin Barker are back for a special holiday edition! They kick off with a quick recap of the Toronto Blue Jays' offseason, discuss the team's plans in the position player market — be it Bo Bichette, Kyle Tucker or Alex Bregman — and share their favourite memories from the World Series and the Jays' unforgettable 2025 season. Then, they get into the team's need for a ninth-inning reliever, their trust in Ross Atkins and John Schneider moving forward, and whether the Jays' success can be sustained in 2026. Later, Jeff and Kevin take the temperature of the AL East as the Yankees stay quiet while the Orioles get aggressive. For the final word of 2025, the guys share some early 2026 World Series picks and project where Bichette will land.The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the position of Rogers Sports & Media or any affiliates.

In this episode, JGME Executive Editor, Dr. Nicole Deiorio, speaks with Dr. Rachel Wolfson and Dr. Jeffery Riddell about their article, "From Volume to Value: Curbing the Arms Race in Medical Student Research." They discuss new changes to the ERAS application, the future of medical student research, and a call to action for program directors and the NRMP.  

In this episode of Excess Returns, we sit down with Adrian Helfert of Westwood to discuss how investors should be thinking about portfolio construction in a market shaped by artificial intelligence, high levels of concentration, shifting interest rate dynamics, and evolving economic signals. The conversation covers how AI-driven capital spending is changing return profiles across markets, why traditional investing rules are breaking down, and how investors can balance growth, income, and risk in an uncertain environment. Adrian shares his framework for understanding return drivers, his views on market concentration and valuation, and how to think about diversification, macro risk, and income generation going forward.Main topics covered• How Westwood frames portfolio construction around capital appreciation, income, and event-driven returns• Why AI spending is both a major opportunity and a growing existential risk for large companies• The sustainability of market concentration and what it means for future returns• Whether higher interest rates really hurt growth stocks the way investors expect• How massive data center and AI capital expenditures could translate into productivity gains• The case for market broadening beyond the Magnificent Seven• Why traditional recession indicators have failed in recent cycles• How inflation, labor markets, and Federal Reserve policy interact today• Rethinking the classic 60/40 portfolio and the role of private markets• Using covered calls and active income strategies to manage risk and generate yieldTimestamps00:00 Introduction and near-term opportunities versus long-term risk02:40 Capital appreciation, income, and event-driven investing framework06:30 Have markets structurally changed to support higher returns09:30 Intangible assets, AI, and margin expansion10:20 The scale of AI and data center capital spending13:00 Productivity gains and return on investment from AI16:00 AI as both opportunity and risk for companies19:30 Market concentration and diversification concerns23:30 Will market leadership eventually broaden25:30 Growth stocks, duration, and interest rates29:30 International diversification and global investing33:30 Why recession indicators have failed39:00 Inflation outlook and Federal Reserve policy46:00 Rethinking the 60/40 portfolio53:00 Enhanced income strategies and covered calls59:00 One investing belief most peers disagree with

Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This episode features special guest Vladimir Novakovski, Founder of Lighter, joining the crew to unpack the fallout from October 10's historic perpetuals liquidation event and the ADL research that sparked a public clash with Hyperliquid. The panel digs into how auto-deleveraging really works, why these failures were long hidden inside centralized exchanges, and what decentralized perps must fix to truly outperform TradFi. The conversation then turns to the intensifying perp wars. With Lighter's zero-fee trading model, premium tiers for pros, and a looming token launch, the hosts debate whether crypto is headed for a Robinhood-style fee reset, why TVL may matter more than volume, and how RWAs, FX perps, and cross-margining are reshaping market structure. Finally, they tackle the growing divide between tokens and equity as devcos get acquired and tokenholders are left behind. Perps are evolving, incentives are breaking — let's get into it. Show Highlights

A shift in mindset can help investors cope with market uncertainty.2025 was a case study in the futility of trying to predict the market. Wall Street had lofty expectations for stocks entering the year. Then the tariff shock in April rattled the markets and many firms lowered their annual stock forecasts in response. They later raised them—after stock prices rebounded. With the new year on the horizon, Morningstar's 2026 Global Outlook report is offering investors tactics to weather whatever the future may hold.Morningstar strategists and an analyst will discuss key challenges facing investors in 2026 in our series. Dan Kemp, the chief research and investment officer with Morningstar Investment Management Europe, is one of the major driving forces behind the report.We're going to dig into research analyzing the AI arms race and its worldwide buildout. A team of Morningstar researchers have investigated the spending and the risks. Morningstar Research Services' senior equity analyst Brian Colello was part of the effort. Brian also covers Nvidia. He discusses the AI king's outlook, competition, and stock.AI Arms Race: How Tech's Capital Surge Will Reshape the Investment Landscape in 2026 On this episode:00:36:00 Welcome00:01:48 We typically talk about your Markets Brief column, but today we're focusing on “Morningstar's 2026 Global Investment Outlook.” The theme is “preparing for what comes next.” What will investors looking for ways to cope with uncertainty find in this in-depth report? 00:02:35 What makes Morningstar's outlook different from other companies? 00:03:21You've written about how a few ideas from the global investment report resonated with you. What are they, and why? 00:05:01 As we wrap up our conversation, what's a lesson from 2025 that you want investors to take into 2026?00:07:13 Big Tech companies are spending hundreds of billions of dollars on the global construction boom. Where'sthe money going, and how does this spending compare to other sectors like energy? 00:08:20 This massive buildout comes with execution and cost risks. What's at stake if hyperscalers underestimate these challenges? 00:09:54 How is AI affecting sector valuations? How does it compare to the tech bubble in the late 1990s? 00:12:18 Morningstar believes many investors are already heavily exposed to AI due to Big Tech's size in broad stock indexes. How can folks counteract that? 00:14:31Let's pivot to the AI industry leader, Nvidia. The chipmaker's stock took a big hit when DeepSeek arrived in January. Nvidia became the world's first $5 trillion company in October. What are your thoughts about the year Nvidia is having? 00:17:20 Rival chipmaker Moore Threads recently made its market debut in China. What would it mean for Nvidia if China comes out with more advanced chips? 00:20:12 Interest is growing in Alphabet's AI chips. Can Nvidia fend off competition from one of its customers?00:23:30 What is your outlook for Nvidia and other chipmaker stocks? And which do you think is undervalued? 00:26:18What's the takeaway for investors regarding Nvidia and the AI arms race?  Watch more from Morningstar:Here's What Your Retirement Spending Rate Should Be in 2026How ETFs Help You Cut Your Tax BillTax-Loss Harvesting Isn't Just for Downturns. Here's Why Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The former Army Ranger explores how AI might reshape drone warfare, America's tech race with China, Russia's war in Ukraine, and much more. Guest: Paul Scharre, executive vice president at the Center for a New American Security and author of several books, including "Four Battlegrounds: Power in the Age of Artificial Intelligence," and "Army of None: Autonomous Weapons and the Future of War."

Syria's Fragmentation and the Regional Arms Race: Colleague Jonathan Schanzer describes Syria as a chaotic mix of armed factions, including Al-Qaeda-led pragmatists and Iranian proxies, held together only by regime brutality, mentioning potential U.S. plans for a base to deter bad actors and highlighting rapid military expansions by Turkey and Egypt amid regional instability. 1955

The commerce department is set to allow exports of Nvidia H200 chips to China. We break down that developing story with our Kristina Partsinevelos and super analyst Dan Ives from Wedbush. Plus, Blackrock's Rick Rieder weighs in on the market, rates and the Fed's next move. And, top technician Jeff DeGraaf tells us how he is playing the recent break out in the banks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Not gonna give much of an introduction here because this is a short bonus level set, but I did just wanna call everyone's attention to the "arms race" created by our status quo purchasing and selling of many things, pharmaceuticals included. For a full transcript of this episode, click here. If you enjoy this podcast, be sure to subscribe to the free weekly newsletter to be a member of the Relentless Tribe. For example, raise the list price of a drug to maximize rebates, because the higher the list, the bigger the discount you can give, which then exacerbates patient affordability because coinsurance is often based on list price. But then Pharma starts offering co-pay cards, which messes up the whole PBM (pharmacy benefit manager) plan to drive patients to their highest-rebate products (ie, the most profitable products). So then maximizers and accumulators enter the chat, and prior auths ramp up because plans start having to raise premiums after enough 340B drugs with high lists and no rebates, and then there's no cost containment and raise deductibles and around and around we go. Meanwhile, is this drug fundamentally worth the list price or even the net price? Is it an effective drug? What's the right price to be paying for this drug? Should be the operative question, right? Just like what's the quality and appropriateness of any medical service? Maybe we should just quit it and just pay for value. And with that, let me introduce Sarah Emond, CEO of ICER (Institute for Clinical and Economic Review), and I will let Sarah tell the rest of the story. Also mentioned in this episode are Institute for Clinical and Economic Review (ICER); Cora Opsahl; 32 BJ Health Fund; Payerset; Aventria Health Group; Dea Belazi, PharmD, MPH; and Tom Nash. For a list of healthcare industry acronyms and terms that may be unfamiliar to you, click here.   You can learn more at ICER.org and follow Sarah on LinkedIn.   Sarah K. Emond, MPP, is president and chief executive officer of the Institute for Clinical and Economic Review (ICER), a leading nonprofit health policy research organization, with 25 years of experience in the business and policy of healthcare. She joined ICER in 2009 as its first chief operating officer and third employee and has worked to grow the organization's approach, scope, and impact over the years. Prior to joining ICER, Sarah spent time as a communications consultant, with six years in the corporate communications and investor relations department at a commercial-stage biopharmaceutical company and several years with a healthcare communications firm. Sarah began her healthcare career in clinical research at Beth Israel Deaconess Medical Center in Boston. A graduate of the Heller School for Social Policy and Management at Brandeis University, Sarah holds a Master of Public Policy degree with a concentration in health policy. Sarah also received a bachelor's degree in biological sciences from Smith College. Sarah speaks frequently at national conferences on the topics of prescription drug pricing policy, comparative effectiveness research, and value-based healthcare.   02:28 What is ICER? 02:47 What does the Institute for Clinical and Economic Review do? 05:09 The importance of still showing up, even when others don't understand or disagree. 06:51 EP293 ("Game Theory Gone Wild") with Dea Belazi, PharmD, MPH. 09:04 Why it's important to think about population health and how our choices impact affordability for everyone.   You can learn more at ICER.org and follow Sarah on LinkedIn.   @sarahkemond discusses #ICER and the status quo of #pharmaceuticaldrug #pricing on our #healthcarepodcast. #healthcare #podcast #financialhealth #patientoutcomes #primarycare #digitalhealth #healthcareleadership #healthcaretransformation #healthcareinnovation   Recent past interviews: Click a guest's name for their latest RHV episode! Stacey Richter (INBW43), Olivia Ross (Take Two: EP240), John Quinn, Dr Sam Flanders and Shane Cerone (EP492), Elizabeth Mitchell (EP491), Shane Cerone and Dr Sam Flanders (Part 1), Dan Greenleaf (Part 2), Dan Greenleaf (Part 1), Mark Cuban and Cora Opsahl  

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with a check on how the consumer's held up this holiday season according to alternative data sources and earnings reports - before breaking down what it all means for stocks with Truist Wealth's Chief Investment Officer. Plus: is the Bitcoin bottom in? Or is there more pain to come - the CEO of crypto trading platform Bullish gave his take on the action... before the team turned to gold with TD's Global Head of Commodity Strategy, who argues there's better bets for the new year elsewhere.  Also in focus: Apple's AI shake-up, OpenAI's "Code Red", and Amazon's new AWS plans... The team discussed all 3 headlines, and what it means for shares alongside the broader markets. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, we're bringing you an episode of The Journal, produced by Spotify and the Wall Street Journal. In this episode, recorded at WSJ's Tech Live, host Jessica Mendoza sits down with Michael Kratsios, Director of the White House Office of Science and Technology Policy, to discuss everything from chips to chatbots, how Kratsios thinks AI should be regulated, and whether or not the AI boom might be a bubble. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast' Reid Hoffman Says AI Isn't an ‘Arms Race,' but America Needs to Win Why This Investor Says the AI Boom Isn't the Next Dot-Com Crash How the U.S. Stacks Up to China's ‘Engineering State' Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims's Keywords column. Read Tim Higgins's column.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The market for gustatory pain is surprisingly competitive. Zachary Crockett feels the burn. SOURCES:Ed Currie, founder and president of the PuckerButt Pepper Company.Stephanie Walker, associate professor and Extension Vegetable Specialist at New Mexico State University RESOURCES:"Pepper X Dethrones Carolina Reaper as World's Hottest Chili Pepper," by Sanj Atwal (Guinness World Records, 2023)."The Shocking, Stupendous Rise of Superhot Chillies: ‘The Stomach Cramps Can Last for 14 Hours,'" by Tim Dowling (The Guardian, 2023)."14-Year-Old Dies After Trying The Paqui ‘One Chip Challenge,'" by Bruce Y. Lee (Forbes, 2023)."Beyond Neuronal Heat Sensing: Diversity of TRPV1 Heat-Capsaicin Receptor-Channel Functions," by Yaroslav M. Shuba (Frontiers in Cellular Neuroscience, 2021)."Training Your Tongue to Love Spicy Food Benefits More Than Your Taste Buds," by Maddie Oatman (Mother Jones, 2019)."Fire-Eaters," by Lauren Collins (The New Yorker, 2013)."The Arms Race to Grow World's Hottest Pepper Goes Nuclear," by Spencer Jakab (The Wall Street Journal, 2013). EXTRAS:"Why Do People Love Horror Movies?" by No Stupid Questions (2022).Hot Ones, YouTube talk show. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode 4937: The Arms Race Over AI; Polling Shows The Right Need A Wakeup Call

Air Date 11/7/2025 The most dangerous part of nuclear weapons has always been the people in charge of them. As we potentially enter a new arms race, some of the worst people in the world are in charge of the vast majority of nuclear weapons. Be part of the show! Leave us a message or text at 202-999-3991, message us on Signal at the handle bestoftheleft.01, or email Jay@BestOfTheLeft.com Full Show Notes Check out our new show, SOLVED! on YouTube! BestOfTheLeft.com/Support (Members Get Bonus Shows + No Ads!) Use our links to shop Bookshop.org and Libro.fm for a non-evil book and audiobook purchasing experience! Join our Discord community! KEY POINTS KP 1: Will Trump Spark a New Nuclear Arms Race - TLDR News Global - Air Date 11-9-25 KP 2: A History of the Doomsday Clock in 4 Minutes - Bulletin of the Atomic Scientists - Air Date 1-30-24 KP 3: The Lie of Nuclear Deterrence - ICAN's Melissa Parke in Hiroshima, Nagasaki, & Korea for Atomic Bomb 80th Commemorations, Hibakusha Part 1 - Nuclear Hotseat - Air Date 8-13-25 KP 4: Voices of Hiroshima - Scene On Radio - Air Date 8-6-25 KP 5: Marshall Islands: Paradise Interrupted Part 1 - At the Brink - Air Date 12-5-23 KP 6: The Lie of Nuclear Deterrence - ICAN's Melissa Parke in Hiroshima, Nagasaki, & Korea for Atomic Bomb 80th Commemorations, Hibakusha Part 2 - Nuclear Hotseat - Air Date 8-13-25 (00:44:32) NOTE FROM THE EDITOR On the morality of facts we don't question DEEPER DIVES (00:56:09) SECTION A: CONSTANT PERIL (01:22:44) SECTION B: THE NEW ARMS RACE, WORSE THAN THE FIRST (02:05:41) SECTION C: THE DETERRENCE MYTH (02:44:12) SECTION D: THE AFTERMATH 80 YEARS LATER SHOW IMAGE CREDITS Description: Image of a president's hand reaching out to press a big red button. Credit: “war-nuclear-war” by geralt, Pixabay | Pixabay license   Produced by Jay! Tomlinson Visit us at BestOfTheLeft.com Listen Anywhere! BestOfTheLeft.com/Listen Listen Anywhere! Follow BotL: Bluesky | Mastodon | Threads | X Like at Facebook.com/BestOfTheLeft Contact me directly at Jay@BestOfTheLeft.com