POPULARITY
Categories
BRANDON-WEICHERT: AI'S IMPACT ON JOBS AND GEOPOLITICS Guest: Brandon Weichert High-profile layoffs at Amazon and Walmart are tied to AI replacing roles, fitting the anticipated economic transformation, though it may initially look like a bubble. The US leads in AI software, while China excels in robotics. Concerns exist regarding massive AI bets by industry leaders like Ellison and Altman, specifically whether their political ties could result in taxpayer bailouts if these huge projects fail. 1954
SOKOLSKI: CHINA'S CONVENTIONAL ICBM THREAT Guest: Henry Sokolski The US military is concerned China's PLA may field a conventionally armed ICBM able to strike the continental US. Such missiles could use maneuverable front ends to evade defenses and deliver autonomous drones. This weapon might target civil infrastructure to intimidate the US and deter intervention during a Taiwan conflict. This prospect is opening up a new and puzzling area of strategic warfare requiring urgent strategic assessment. 1941
A. RARE EARTHS: CHINA'S MONOPOLY AND AUSTRALIAN SUPPLY Guest: David Archibald China's predatory pricing previously achieved a rare earth monopoly, damaging competitors like Lynas, which almost went bankrupt. Australia, via companies like Lynas and Iluka, is being eyed by the US as a non-Chinese source for rare earths critical for high-end electronics and defense. Processing is complex, requiring many steps, and often occurs in places like Malaysia. 1942
B. HIGH-TEMPERATURE RARE EARTHS AND PREDATORY PRICING Guest: David Archibald The most desirable rare earths, Dysprosium and Terbium, allow magnets to function at high temperatures. China is now sourcing 40% of its supply of these from Myanmar. Though Australia produces these, structural oversupply is a risk. Subsidies, like the floor price given to MP Materials, may be necessary to prevent Chinese predatory pricing from killing off non-commercial producers seeking market dominance. 1936 PERTH
SHOW 11-14-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT THE ECONOMY. FIRST HOUR 9-915 BLISS: WEST COAST URBAN ISSUES AND THE PACK FIRE Guest: Jeff Bliss Seattle elected socialist Kate Wilson, who wants public grocery stores. The Luxor Pyramid in Las Vegas has installed a massive slide for visitors. Both San Francisco and Santa Monica are seeing major business failures and mall auctions due to unchecked crime and vagrancy. Los Angeles Mayor Bass requested citizen help for cleanup before the Olympics. Meanwhile, the 3,000-acre Pack Fire in Mono County is being aided by heavy rain. 915-930 MCTAGUE: LANCASTER COUNTY ECONOMY AND AI FEAR Guest: Jim McTague Reports from Lancaster County show a strong local economy: a metal forming company is "busy as they've ever been" and actively hiring, and the mall is packed with shoppers. Tourism is thriving, exemplified by sold-out shows at the Sight and Sound Theater. However, a persistent fear of AI-driven layoffs exists among retirees, despite no personal connection to the issue. Data centers supporting AI are rapidly being built in the area. 930-945 A. THE FILIBUSTER AND CONTINUING RESOLUTIONS Guest: Professor Richard Epstein Professor Epstein discusses the filibuster's purpose: slowing down legislation to improve deliberation and mitigate hyper-partisanship. However, he argues its use against continuing resolutions is illegitimate, leading to "horrendous dislocation." He proposes changing the Senate rule to forbid filibusters on continuing resolutions, ensuring essential government functions are not held hostage for collateral political gain and maintaining fiscal continuity. 945-1000 B. BBC DEFAMATION AND THE NEED FOR REFORM Guest: Professor Richard Epstein Professor Epstein discusses the BBC's alleged defamation of President Trump through edited footage. Unlike US law, British defamation has a low bar, though damages may be smaller. Epstein contends that the BBC's reputational damage is enormous and suggests the institution is "thoroughly rotten" due to corruption and political capture. He advocates for cleansing the operation and breaking up the public monopoly. SECOND HOUR 10-1015 BRANDON-WEICHERT: AI'S IMPACT ON JOBS AND GEOPOLITICS Guest: Brandon Weichert High-profile layoffs at Amazon and Walmart are tied to AI replacing roles, fitting the anticipated economic transformation, though it may initially look like a bubble. The US leads in AI software, while China excels in robotics. Concerns exist regarding massive AI bets by industry leaders like Ellison and Altman, specifically whether their political ties could result in taxpayer bailouts if these huge projects fail. 1015-1030 FIORI: ITALIAN HERITAGE TRAINS AND POLITICAL DISPUTES Guest: Lorenzo Fiori Italy is launching heritage Christmas trains like the Espresso Monaco and Espresso Assisi, restoring old coaches and locomotives for tourists. Deputy PM Salvini is publicly criticizing aid to Ukraine, linking it to corruption, potentially as a strategy to regain consensus and boost his party's falling popularity. Nationwide student protests are occurring over school reform and the Palestine issue. Milan is preparing for Christmas celebrations. 1030-1045 A. COMMERCIAL SPACE ACHIEVEMENTS AND POLICY SHIFTS Guest: Bob Zimmerman Blue Origin's New Glenn successfully launched and landed its first stage vertically, becoming only the second company to achieve orbital stage reuse, despite its slow operational pace. VAST, a US commercial space station startup, signed a cooperation deal with Uzbekistan, possibly including flying an astronaut to its Haven One module. France announced a new, market-oriented national space policy, significantly increasing budgets and embracing capitalism via public-private partnerships. 1045-1100 B. GOLDSTONE FAILURE AND SUPERNOVA DISCOVERY Guest: Bob Zimmerman NASA's Goldstone antenna, a critical link in the Deep Space Network, is out of service due to an embarrassing error where it was over-rotated, twisting the cables. This impacts communications with interplanetary and Artemis missions. Separately, new astronomical data from a supernova explosion shows the initial eruption was not symmetrical but bipolar, pushing material and light along the star's poles, refining explosion models. THIRD HOUR 1100-1115 1. JOSEPHUS AND THE SIEGE OF JODAPATA Guest: Professor Barry Strauss The Jewish revolt against Rome, starting in 66 AD, is primarily chronicled by Josephus, a leader of the revolt and later historian. Josephus commanded the defense of Jodapata against General Vespasian. After defeat, Josephus survived a mass suicide pact, surrendered, and convinced Vespasian not to kill him by predicting he would become Roman emperor. The rebels were inspired by previous victories like the Maccabees. 1115-1130 2. TITUS'S SIEGE OF JERUSALEM Guest: Professor Barry Strauss Nero's forced suicide in 68 AD and the subsequent chaos confirmed Josephus's prophecy, leading to Vespasian being proclaimed emperor in 69 AD. Vespasian left his son Titus to lay siege to Jerusalem in 70 AD. Though Jerusalem was a strong fortress, the defenders were critically weakened by infighting among three rebel factions and their own destruction of the city's necessary grain supply. 1130-1145 3. SURVIVAL DURING THE SIEGE OF JERUSALEM Guest: Professor Barry Strauss Before the siege of Jerusalem was sealed, two foundational groups fled: Rabbi Yohanan Ben Zakai, smuggled out to Yavneh to establish Rabbinic Judaism, and the followers of Jesus, who went to Pella. Titus focused the Roman assault on the city's weakest point, the northern wall. The overconfident Romans were repeatedly frustrated by Jewish defenders using effective irregular tactics, including raids and undermining siege equipment. 1145-1200 4. THE DESTRUCTION OF THE TEMPLE AND MASADA Guest: Professor Barry Strauss The Flavians decided to completely destroy Jerusalem and the Temple in 70 AD, an act of extreme Roman imperialism that left the city in ruins. Afterwards, Judea was upgraded to a formal Roman province with a governor and the 10th Legion quartered in Jerusalem. Four years later, the siege of Masada ended with the alleged suicide of defenders, though archaeological evidence remains controversial among scholars. FOURTH HOUR 12-1215 US Greenlights ROK Enrichment, Raising Proliferation Fears Guest: Henry Sokolski, Executive Director of the Non-Proliferation Policy Education Center The US agreement to support the Republic of South Korea's civil uranium enrichment and spent fuel reprocessing for peaceful uses is viewed by Sokolski as a movement toward proliferation. Sokolski notes that this decision greenlights the ROK—a treaty ally with a history of attempting to use its civil programs to make nuclear weapons—to a position similar to Iran's. The ROK successfully leveraged the inconsistency of US policy, pointing out that Japan has permission to enrich and reprocess fuel and possesses a massive plutonium stockpile. Granting the ROK these capabilities sets a concerning precedent, potentially compelling the US to allow other countries like Saudi Arabia to seek similar nuclear options. The proliferation concern is heightened further by the ROK's desire for a nuclear-powered submarine, which could lead to pursuit of a full nuclear weapons triad. 1215-1230 SOKOLSKI: CHINA'S CONVENTIONAL ICBM THREAT Guest: Henry Sokolski The US military is concerned China's PLA may field a conventionally armed ICBM able to strike the continental US. Such missiles could use maneuverable front ends to evade defenses and deliver autonomous drones. This weapon might target civil infrastructure to intimidate the US and deter intervention during a Taiwan conflict. This prospect is opening up a new and puzzling area of strategic warfare requiring urgent strategic assessment. 1230-1245 A. RARE EARTHS: CHINA'S MONOPOLY AND AUSTRALIAN SUPPLY Guest: David Archibald China's predatory pricing previously achieved a rare earth monopoly, damaging competitors like Lynas, which almost went bankrupt. Australia, via companies like Lynas and Iluka, is being eyed by the US as a non-Chinese source for rare earths critical for high-end electronics and defense. Processing is complex, requiring many steps, and often occurs in places like Malaysia. 1245-100 AM B. HIGH-TEMPERATURE RARE EARTHS AND PREDATORY PRICING Guest: David Archibald The most desirable rare earths, Dysprosium and Terbium, allow magnets to function at high temperatures. China is now sourcing 40% of its supply of these from Myanmar. Though Australia produces these, structural oversupply is a risk. Subsidies, like the floor price given to MP Materials, may be necessary to prevent Chinese predatory pricing from killing off non-commercial producers seeking market dominance.
The Rich Zeoli Show- Full Show (11/14/2025): 3:05pm- While appearing on The Wide Awake podcast, Hunter Biden baselessly claimed that Charlie Kirk's assassin is a MAGA supporter. He also said horrific things about New York Post journalist Miranda Devine—who notably broke the Hunter Biden laptop story. Hunter called Devine “horrendously ugly” and exclaimed: “I don't know anybody that is going to be mourning her when she's gone." 3:20pm- Congresswoman Jasmine Crockett (D-TX) baselessly insisted that “violence doesn't come from Democrats. It's MAGA. The assassination attempts with Donald Trump were Trump supporters.” 3:30pm- Brooke Singman—Political Correspondent & Reporter for Fox News—joins The Rich Zeoli Show to discuss her latest report, “Jack Smith targeted then-House Speaker McCarthy's private phone records in J6 probe, FBI docs reveal.” You can find the full article here: https://www.foxnews.com/politics/jack-smith-targeted-then-house-speaker-mccarthys-private-phone-records-j6-probe-fbi-docs-reveal. 4:05pm- Dr. Wilfred Reilly—Professor of Political Science at Kentucky State University & Author of “Lies My Liberal Teacher Told Me”—joins The Rich Zeoli Show to discuss Seattle mayor-elect Katie Wilson, a self-described socialist who openly admits that her parents subsidize her lifestyle at age 43! Plus, Hillary Clinton downplays the threat of communism in the United States. 4:30pm- Dr. Victoria Coates—Former Deputy National Security Advisor & the Vice President of the Davis Institute for National Security and Foreign Policy at The Heritage Foundation—joins The Rich Zeoli Show from Madrid, Spain! She reacts to a story about Chinese hackers using artificial intelligence to automate cyberattacks, targeting corporations and governments. Dr. Coates is author of the book: “The Battle for the Jewish State: How Israel—and America—Can Win.” 5:05pm- A new DNA analysis suggests that Nazi dictator Adolf Hitler likely suffered from a genetic disorder known as Kallman syndrome—meaning there was a 10% chance he had a micro penis! 5:10pm- Artificial Intelligence: China-based UBTECH Robotics has unveiled its new industrial humanoid robots—standing at 5'9” tall and costing nearly $180,000 each. Thanks to a dual-battery/autonomous swap feature the robots are capable of working 24/7. Meanwhile, a Russian produced humanoid robot took three steps prior to collapsing during its debut in Moscow. 5:20pm- Is Jasmine Crockett the future of the Democratic Party? Charlamagne Tha God insists she is—though, polling data says otherwise. 5:30pm- Coast to Coast Commies! The next mayor of Seattle will be Katie Wilson—a self-described socialist who openly admits that her parents subsidize her lifestyle at age 43! She has held jobs as a barista, boatyard worker, apartment manager, lab technician, baker, construction worker, and legal assistant, but didn't work a full-time job until her late 30's despite attending Oxford University! 6:05pm- Several college athletes in New Jersey have been charged in a mob-affiliated sports betting scheme. 6:25pm- Richard Marianos—Head of the Tobacco Law Enforcement Network—joins The Rich Zeoli Show to discuss illegal vapes being imported to the United States from China. Marianos served more than 27 years at the U.S. Bureau of Alcohol, Tobacco, Firearms and Explosives fighting violent crime. 6:40pm- According to a new report, Chinese hackers used artificial intelligence to automate cyberattacks—targeting corporations and governments.
The Rich Zeoli Show- Hour 4: 6:05pm- Several college athletes in New Jersey have been charged in a mob-affiliated sports betting scheme. 6:25pm- Richard Marianos—Head of the Tobacco Law Enforcement Network—joins The Rich Zeoli Show to discuss illegal vapes being imported to the United States from China. Marianos served more than 27 years at the U.S. Bureau of Alcohol, Tobacco, Firearms and Explosives fighting violent crime. 6:40pm- According to a new report, Chinese hackers used artificial intelligence to automate cyberattacks—targeting corporations and governments.
We will look into a plain-English guide on how annuities work, from fixed to variable and indexed options, plus fees and guarantees to watch.Today's Stocks & Topics: Trex Company, Inc. (TREX), Devon Energy Corporation (DVN), Market Wrap, Annuities Demystified: Types, Payouts, and Trade-Offs, Southern Copper Corporation (SCCO), Dow Inc. (DOW), Cognizant Technology Solutions Corporation (CTSH), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, China's Gold, Young Investor Looking for Advised, The Brink's Company (BCO), Tyson Foods, Inc. (TSN), Roche Holding AG (RHHBY), Stocks Are Falling.Our Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
It's the mid-point of COP30 and all four of our hosts have gathered in Belém to take stock.In the Blue Zone, the mood is its usual blend of high-stakes and surreal. The Presidency is calling its consultations a “collective therapy session,” China would prefer “massage and yoga,” and delegates are deep in the weeds of the Carbon Border Adjustment Mechanism.To sift the signal from the noise, Christiana Figueres, Tom Rivett-Carnac, Paul Dickinson and Fiona McRaith take on the questions listeners keep asking. Why are there so many fossil fuel lobbyists here? Do recent host country venue choices undermine the process? And does the Amazon road story point to a deeper hypocrisy? The team dig into the numbers, assumptions and stories shaping public distrust and legitimate concern.Then: what connects the Protestant Reformation, Agora of Athens and the No Kings Movement? Yes, it's Vice President Al Gore.In an expansive discussion that charts where we are now and how we got here, the former VP offers a wide angle diagnosis of the forces that have polarised climate politics in his own country - from decades of fossil-fuel-funded disinformation to the shockwave of Citizens United - and explains why linking climate to public health, backed by real-time emissions data, could transform global accountability.Learn more:
Donald Trump's recent Fox News interview with Laura Ingraham was supposed to be a softball, but matters quickly headed south when the President tried to defend bringing in 600,000 Chinese students to keep U.S. universities financially afloat, despite previously labeling China a major threat. Ingraham pushed back on Trump's claim that cutting those students would cause "half the colleges in the United States to go out of business." The comment also sparked outrage among his MAGA supporters, who saw it as a betrayal of his "America First" platform. Critics across conservative circles, including Nick Fuentes and former Trump loyalists, blasted him for prioritizing foreign interests, expanding H-1B visas, and embracing globalist economic logic. Jimmy frames the interview as a catastrophic misstep that alienated Trump's base and exposed a widening rift between his rhetoric and his policies. Plus segments on Ingraham also questioning Trump about supporting the H1-B program, Trump's gaslighting about inflation, his long-fogotten pledge to fix the healthcare system and newly released texts that raise serious questions about why the Charlie Kirk crime scene was paved over so quickly. Also featuring Stef Zamorano!
The very latest in an aggressive flex in the Caribbean by the Secretary of War. What's the end goal? And President Trump has also signaled a willingness to get involved in battling those who slaughter Christians in Africa. John Hayward brings his brilliance to both issues as well as the criticism that issues like these take the focus off our domestic priorities. To that end, the Vice President hits the talk shows to make the cast the President can, in fact, walk and chew gum at the same time and is doing just that on the economy. We discuss the AI race with China today and where things stand. Trying to win the hearts and minds of the young voter is also of paramount importance to Stigall as he highlights AOC's attempt to woo them away from free markets and come over to the side of the socialists. And Congressman Sam Graves discusses the agricultural community's beef over beef and soybeans, the future of air traffic controllers and flights that have been disrupted because of the shutdown, and the looming Highway Bill coming next year in the House of Representatives. And many more headlines! -For more info visit the official website: https://chrisstigall.comInstagram: https://www.instagram.com/chrisstigallshow/Twitter: https://twitter.com/ChrisStigallFacebook: https://www.facebook.com/chris.stigall/Listen on Spotify: https://tinyurl.com/StigallPodListen on Apple Podcasts: https://bit.ly/StigallShowSee omnystudio.com/listener for privacy information.
• Holiday intro with playful mistakes • Jeff's Bagel Run sponsorship, new locations, holiday drinks, spreads, specialty flavors, app perks • Show intro from JustCallMoe Studio • Ross McCoy intro and horn joke • Mention of Jimi Hendrix as a veteran • Promotion for Bad at Business Beerfest on Nov 22 • Brewery/vendor list and rising THC drink presence • Talk of Delta-9 restrictions and alcohol-industry lobbying • Hops scarcity vs ease of making THC drinks • Sponsor list: JustCallMoe, Modern Plumbing, Jeff's Bagel Run, Fairvilla, others • Charity pint glass for Yellow Brick Road • Orlando Science Center and History Center involvement • My Eternal Vitality free body scans • Gabriella Plants giving away 150 plants • Additional vendors: Groove Soaps, Hinton Skins, Villain Coffee, Giant Recreation World, Bud Docs • Mobile cigar lounge and cigar-trailer joke • Food trucks: Naught, Salty Fry, Nani's Mini Donuts, Churros and Cream, The Hook • Bands: Supervillains, Pabon's Band, TV Generation • Sofas and Suds couch-race promo • Debate about people undervaluing free events • Comparison to a $70–$100 beer fest elsewhere • NPR personalities mentioned jokingly • Transition to Ray J suing Kim Kardashian • Timeline of the Ray J/Kardashian tape and claims Kris used it to launch the show • Ray J alleging settlement breach and $5–6M agreement • Kardashian defense that references came from earlier-shot episodes • Added racketeering claims • Discussion of the tape's role in building the Kardashian brand • Jokes about attractiveness and fame strategy • Introduction of influencer Haley Khalil's divorce story • Jokes about anatomy and attention-seeking • Talk of podcasters making sex tapes for fame • OnlyFans industry, competitor sites, and market dominance • Decline of celebrity sex tapes and why early tapes hit harder • Debate over hypothetical modern biggest tape (Taylor Swift) • Celebrities protecting themselves legally • Most celebrity tapes leaked, few intentional • Pamela Anderson/Tommy Lee tape history and fallout • Bret Michaels/Janine Lindemulder clarification • Porn-history jokes and VHS memories • 2000–2010 as peak sex-tape era; Colin Farrell, Hulk Hogan, others • Rob Lowe 1988 scandal and legal context • China's tape, exploitation, and steroid culture • Dustin Diamond's staged tape and stunt penis • Farrah Abraham's porn release and James Deen criticism • Montana Fishburne, Shauna Sand, Tila Tequila, Mimi Faust mentions • AI deepfake future making authenticity irrelevant • Bookie story setup and gambling stress • Spouse concern over safety and Sopranos-style jokes • Offshore sportsbook payment issues and harassment • AMEX declining foreign charge; bookie still wanting money • Phone blowing up during family dinner • Debate over paying vs ghosting • Bookie calling live on air; chat roasting haircut • Google calendar spam entries tied to bookie • DVD-hoard caller asking about selling a massive collection • Music break with Fashion's "Panic" • Sport Subaru/Sport Mitsubishi sponsor segment • Car-buying stories and giant-truck jokes • Maddie Diaz Blink-182 acoustic covers • Early T&D studio memories with Jessica from The Staves • Discussion of zero-barrier music creation vs tough discovery • Spotify algorithm repetition complaints • Discovering bands via bars and album listening • Side note on gambling at Hard Rock Tampa • Willie Nelson story, songwriting praise, slot-machine loss • Streaming vs past CD era • Explanation of inflated radio-listening stats • True drop from 94% (2004) to 81% (2024) • Podcasting and streaming blending into "online content" • VTubers: avatars, anime features, massive money, parasocial drama • IronMouse subscriber numbers and million-dollar streamers • Kids laughing at insult-reaction streamers like Keso • Simple reaction content still performing well • Oversaturation and difficulty making money in independent media • Comparing baseball prospects vs social-media careers • Banana Ball and comedy home-run derbies • Christoph Jean appearance; Jolly's touring workload • Comedy pay structures, door deals, merch, feast/famine cycles • William Montgomery bombing clip and Morgan Jay autotune act • Short shelf-life of novelty acts • Rapid fame churn; Hucktuah viral arc and crypto scam • Predicting she may monetize nostalgia or adult content • Comparison to Bo Bice levels of fame • Closing plugs for Ross McCoy's Orlando Talk Show • Beerfest and Sofas & Suds reminders • Dimitri call joke and Intracoastal melancholy • Joke about declined gambling charges as saddest thing • Show wrap-up: like, subscribe, visit TomandDan.com ### Social Media: https://tomanddan.com/ | https://twitter.com/tomanddanlive | https://facebook.com/amediocretime | https://instagram.com/tomanddanlive Where to Find the Show: https://podcasts.apple.com/us/podcast/a-mediocre-time/id334142682 | https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZWRpb2NyZXRpbWUvcG9kY2FzdC54bWw | https://tunein.com/podcasts/Comedy/A-Mediocre-Time-p364156/ The Tom & Dan Radio Show on Real Radio 104.1: https://podcasts.apple.com/us/podcast/a-corporate-time/id975258990 | https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2Fjb3Jwb3JhdGV0aW1lL3BvZGNhc3QueG1s | https://tunein.com/podcasts/Comedy/A-Corporate-Time-p1038501/ Exclusive Content: https://tomanddan.com/registration Merch: https://tomanddan.myshopify.com/
Chris Riegel, CEO of SCALA.com, states that Chinese claims of matching Nvidia's high-end chip success are largely propaganda, though China mandates domestic chip use. The US holds the AI "pole position." AI is a genuine profit driver, worth trillions to GDP, with material workforce impact expected by 2026. Guest: Chris Riegel
Scott Winship analyzes 50 years of US median earnings, preferring the MACPI to accurately adjust for cost of living. He finds that the middle class is better off: women's earnings are up 120%, and men's are up 40–50%. Winship disputes populist theories that income inequality or the China shock are the main villains, noting that the worst period for young men was 1973–1989, predating those factors. Guest: Scott Winship.1/2
Peru faces severe political instability, evidenced by six presidents in two years and detentions for corruption. Transitional leader José Heresi is tackling rising organized crime, including a 36% jump in homicides, through a state of emergency. Meanwhile, China maintains deep-seated influence, controlling key sectors like mining, oil, and the deep-water port of Chancay. Guest: Evan Ellis.2/4
Honduras is holding a high-stakes, single-round election where the outcome could determine if the country returns to alignment with Taiwan or shifts to China. Election observers noted improper pressure and concerns about meddling by the ruling Libre Party. Separately, Argentina's economy under Milei is strengthening, backed by a significant US currency swap and political support. Guest: Evan Ellis. 3/4
SHOW 11-13-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT BUNDESTAG COHESION AND STABILITY. FIRST HOUR 9-915 1/2 Anatol Lieven discusses the war in Ukraine, noting the new Russian unit RubiKon hunting drone operators and the slow Russian advance on Pakovsk, aided by both innovation and old factors like fog. The conversation also covers Germany's military rearmament plans and the significant, rising influence of the populist right AFD party in German politics, which is strongly anti-immigrant and largely anti-rearmament. Guest: Anatol Lieven. 1/2 915-930 2/2 Anatol Lieven details UK Prime Minister Starmer's genuine political troubles concerning domestic policy drift and significant potential losses in upcoming regional elections. Starmer maintains prestige supporting Ukraine, though funding remains a question. A back channel to Moscow has been opened by Jonathan Powell to discuss peace, dropping the prior insistence on a ceasefire, indicating a shift in London. Guest: Anatol Lieven. 2/2 930-945 Chris Riegel, CEO of SCALA.com, states that Chinese claims of matching Nvidia's high-end chip success are largely propaganda, though China mandates domestic chip use. The US holds the AI "pole position." AI is a genuine profit driver, worth trillions to GDP, with material workforce impact expected by 2026. Guest: Chris Riegel 945-1000 Mary Anastasia O'grady reports on the assassination of Mayor Carlos Monzo in Michoacán, killed after leaving President Sheinbaum's Morena party and aggressively confronting cartels and their agricultural extortion. Sheinbaum has cooperated smartly with the US, allowing surveillance flights, and hired credible security chief García Haruch. The main challenge is whether Sheinbaum has the political will to confront the cartels, especially given the widespread belief in Morena's complicity. Guest: Mary Anastasia O'Grady. SECOND HOUR 10-1015 Cliff May discusses severe Christian persecution in Nigeria, which President Tinubu claims guarantees religious liberty. Attacks are carried out by Boko Haram, ISWAP, and powerful Fulani militias. May suggests jihadism acts as theological justification for Fulani nomadic herders to seize land from Christian farmers. The US could provide assistance, training, and advice to the Nigerian military to protect communities. Guest: Cliff May. 1015-1030 Sadanand Dhume examines the shift in US foreign policy, where President Trump now favors Pakistan and its military chief, General Munir. This followed intense combat between India and Pakistan after a horrific terrorist attack. When the US mediated a ceasefire, Trump took credit, which embarrassed Indian Prime Minister Modi. Pakistan cleverly thanked Trump and nominated him for a Nobel Peace Prize, securing his favor over India. India now needs a trade deal. Guest: Sadanand Dhume. 1030-1045 Professor Matthew Graham discusses the most powerful black hole flare ever recorded, which shone like 10 trillion suns from an Active Galactic Nucleus (AGN). Material falling into the supermassive black hole forms an accretion disc, releasing intense radiation. This 10-billion-year-old event was detected using computer cameras. Graham explains that these black holes are ancient "seeds" of galaxies, acting as cosmic vacuum cleaners, such as when a large star gets shredded. Guest: Professor Matthew Graham. 1/2 1045-1100 Professor Matthew Graham details his needs for future black hole research, prioritizing a network of space telescopes with large fields of view, like the Roman space telescope, for perpetual, multi-wavelength monitoring of the sky. This "audit of the cosmos" will improve detection speed and timing. Graham encourages students to pursue black hole work, noting it is a vibrant growth area, viewing black holes as the enduring future product of the universe. Guest: Professor Matthew Graham.2/2 THIRD HOUR 1100-1115 Veronique de Rugy discusses the cost of living, critiquing the administration's claims that Thanksgiving dinner is cheaper, citing the use of shrinkflation and item removal. She criticizes the proposal to send $2,000 checks, noting this Keynesian approach boosts demand, which, without increased supply, risks raising prices further. De Rugy advocates for deregulation and the elimination of tariffs (which she confirms are a tax) as the necessary supply-side solution to the affordability crisis. Guest: Veronique de Rugy. 1115-1130 Conrad Black assesses Canadian Prime Minister Mark Carney's new budget as anti-climactic, failing to deliver promised growth or definitive decisions on controversial policies like pipelines. However, the budget was sensible and conciliatory, avoiding conflict with the opposition, Washington, and Alberta. Carney, adopting a diplomatic style akin to a central banker, did offer serious encouragements to alleviate the housing shortage. Guest: Conrad Black. 1130-1145 Scott Winship analyzes 50 years of US median earnings, preferring the MACPI to accurately adjust for cost of living. He finds that the middle class is better off: women's earnings are up 120%, and men's are up 40–50%. Winship disputes populist theories that income inequality or the China shock are the main villains, noting that the worst period for young men was 1973–1989, predating those factors. Guest: Scott Winship.1/2 1145-1200 Scott Winship investigates the mystery of the decline in young men's earnings between 1973 and 1989. He concludes this period was not caused by accelerated immigration or women entering the workforce, as men's earnings continued to rise. The actual explanation is the unique economic combination of stagflation—high unemployment and very high inflation—that occurred until the early 1980s recession. This severe economic dynamic has not been matched since 1989. Guest: Scott Winship. FOURTH HOUR 12-1215 The arrival of the US carrier Gerald Ford signals an escalating commitment to possible military solutions against Maduro's regime in Venezuela. Maduro has ordered a Cuban-style guerrilla defense, but analysts worry more about "anarchization"—wreaking havoc—if he falls. Removing Maduro and lifting sanctions could lead to necessary refinancing of Venezuela's $170 billion debt. Guest: Evan Ellis. 1/4 1215-1230 Peru faces severe political instability, evidenced by six presidents in two years and detentions for corruption. Transitional leader José Heresi is tackling rising organized crime, including a 36% jump in homicides, through a state of emergency. Meanwhile, China maintains deep-seated influence, controlling key sectors like mining, oil, and the deep-water port of Chancay. Guest: Evan Ellis.2/4 1230-1245 Honduras is holding a high-stakes, single-round election where the outcome could determine if the country returns to alignment with Taiwan or shifts to China. Election observers noted improper pressure and concerns about meddling by the ruling Libre Party. Separately, Argentina's economy under Milei is strengthening, backed by a significant US currency swap and political support. Guest: Evan Ellis. 3/4 1245-100 AM COP 30 is largely "political theater" with commitments insufficient to address climate change. Estimates suggest the crucial 1.5-degree global temperature increase will be reached by 2030. While there is increased international attention, funding remains inadequate; Brazil secured only $5.5 billion toward its $125 billion forest preservation goal. The plight of Amazonian indigenous peoples continues unaddressed. Guest: Evan Ellis.4/4 |
PREVIEW Brendan Weichert comments on the US-China AI race. While executives suggest China might win, the US has restricted sales of high-end chips, fearing misuse. China claims chip breakthroughs are imminent. Both sides are developing rapidly: China appears stronger in robotics, while the US maintains a lead in AI software development. Guest: Brendan Weichert.
Featuring Thea Riofrancos on Extraction: The Frontiers of Green Capitalism. The green energy transition requires a vast array of inputs: copper, cobalt, rare earth elements, and the focus of this discussion, lithium — all of which must be mined from the earth. This is a wide-ranging discussion stretching from Chile to Nevada, and from the dawn of colonialism to the geoeconomic conflict between the US and China — and a lot more. In New York City? See Thea discuss Extraction with David Wallace-Wells tonight, Friday, November 14, at McNally Jackson Seaport. Say hi to Dan if you attend! Tickets here: mcnallyjackson.com/event/thea-riofrancos-david-wallace-wells Support The Dig at Patreon.com/TheDig Buy Black History is for Everyone at Haymarketbooks.org Get your first month free at OVID.tv using promo code DIG25 The Dig goes deep into politics everywhere, from labor struggles and political economy to imperialism and immigration. Hosted by Daniel Denvir.
Plus: SAP makes concessions to alleviate competition concerns in the EU. And the robotaxi race revs up in London. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Anthropic reports China-linked hackers used Claude AI in an automated espionage campaign. Google reconsiders its upcoming “Developer Verification” policy for Android. AT&T customers affected by two data breaches in 2024 can now file claims. Nearly 10,000 Washington Post employees were affected by a data breach. ASUS and Imunify360 patch critical flaws. DoorDash discloses a data breach. Checkout.com donates the ransom to researchers. Kraken ransomware benchmarks systems before encryption. Mike Arrowsmith, Chief Trust Officer of NinjaOne, shares his thoughts on how cyber may be heading for its California fire insurance moment. AI ChatBot toys behave badly. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Mike Arrowsmith, Chief Trust Officer of NinjaOne, is sharing his thoughts on how cyber insurance is heading for its California fire insurance moment. Selected Reading Anthropic Says Chinese Hackers Used Its A.I. in Online Attack (The New York Times) Researchers question Anthropic claim that AI-assisted attack was 90% autonomous (Ars Technica) Google backpedals on new Android developer registration rules (Bleeping Computer) AT&T data breach settlement to pay thousands to claimants. Who is eligible, how to apply (El Paso Times) Washington Post Says Nearly 10,000 Employees Impacted by Oracle Hack (SecurityWeek) ASUS warns of critical auth bypass flaw in DSL series routers (Bleeping Computer) Imunify360 Vulnerability Could Expose Millions of Sites to Hacking (SecurityWeek) DoorDash hit by new data breach in October exposing user information (Bleeping Computer) Protecting our Merchants: Standing up to Extortion (Checkout.com) Kraken ransomware benchmarks systems for optimal encryption choice (Bleeping Computer) AI-Powered Toys Caught Telling 5-Year-Olds How to Find Knives and Start Fires With Matches (Futurism) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
00:08:55 — Why Is Trump Blocking This? Trump's effort to stop the Epstein files is framed as protection of intelligence allies—especially Mossad—rather than political damage control. 00:10:17 — Epstein as Intelligence Asset Epstein is portrayed as a Mossad–CIA blackmail operator, with his network reaching deep into U.S. and global power structures. 00:17:01 — White House Pressure Campaign Trump, the AG, and the FBI reportedly pressured GOP women to drop support for releasing Epstein files—an explosive sign of institutional panic. 00:27:39 — DOJ's Controlled Cover-Up The DOJ allegedly buried the Epstein case after warning Trump he appeared in the files, suggesting a coordinated multi-agency protection effort. 01:20:38 — MAGA Revolts on H-1B Trump's dismissal of American workers sparks backlash from his own base, marking a rare open revolt inside MAGA. 01:27:56 — Trump's Record H-1B Usage Trump's organization is exposed for importing record numbers of low-skill foreign workers, contradicting his public “America First” messaging. 01:33:51 — Trump, Musk & Vivek Exposed Knight argues Trump, Musk, and Ramaswamy share a globalist corporate agenda prioritizing cheap foreign labor over American jobs. 02:07:18 — Clinton Sold Out America Celente traces the economic collapse back to Clinton-era offshoring, NAFTA, China's WTO entry, and deregulation—connecting past betrayals to current crises. 02:11:18 — Dot-Com Bust 2.0 Coming Celente predicts a looming AI-driven financial crash mirroring the 2000 collapse, fueled by debt, speculation, and corporate manipulation. 02:49:47 — Epstein Files & Mossad Cover-Up Celente agrees the GOP's resistance to releasing files indicates a deeper intelligence-element cover-up involving Mossad and possibly CIA networks. 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.
En el episodio de hoy de Por el Placer de Vivir, abordamos algo que todos necesitamos: cómo enderezar no solo el cuerpo sino también la mente, el Dr. César Lozano conversa con el especialista Eduardo Ceguera, quien pasó de estar desahuciado a convertirse en el instructor occidental número uno del hospital más grande de China, libre de medicamentos.Descubrirás cómo algo tan simple como tu postura puede transformar tu estado de ánimo, tu energía e incluso tus niveles hormonales. Aprenderás por qué mirar al frente y no al suelo puede ayudarte a salir de la depresión, y el insólito secreto chino para conservar la vitalidad, que tiene que ver con el tiempo que pasas en el baño. Un episodio que te hará reír, reflexionar y, sobre todo, levantar la mirada, enderezarte y vivir mejor.
Two venture capitalists dissect why biotech burns billions while China runs trials in weeks—and why the next Genentech won't look anything like the last one. Elliot Hershberg reveals the "three horsemen" strangling drug development as costs explode to $2.5 billion per approval, while Lada Nuzhna exposes how investigator-initiated trials in Shanghai are rewriting the competitive playbook faster than American founders can file INDs. When the infrastructure that built monoclonal antibodies becomes the commodity threatening to hollow out an entire industry, the only path forward demands inventing medicines that are literally impossible to make without tools that don't exist yet—and they're betting everything on which approach survives. Resources:Follow Jorge on X: https://x.com/JorgeCondeBioFollow Lada on X: https://x.com/ladanuzhnaFollow Elliot on X: https://x.com/ElliotHershbergFollow Erik on X: https://x.com/eriktorenberg Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow 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. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Will future wars be decided by who controls space—cyber and outer—and which superpower has better paired geostrategic thinking with emerging technologies? Anne Neuberger, the Hoover Institution's William C. Edwards Distinguished Visiting Fellow and a former White House and Pentagon cyber policy advisor, joins GoodFellows regulars Sir Niall Ferguson, John H. Cochrane, and Lt. Gen. H.R. McMaster to discuss what she sees as a “cyber gap” between China and America, the need for the US to rethink traditional weapons platforms (hello, drones), plus how Dwight Eisenhower's warning of a “military industry complex” is being redefined by the tech sector's growing role in present-day and future warfare. After that: the three fellows weigh the significance of a utopian socialist recently elected mayor of a very capitalist New York City, a new “algocracy” (algorithms running the government) in Albania, the UK's fabled BBC in hot water over alleged editorial bias, plus whether the “war of the tomorrow” may be in . . . Venezuela? Subscribe to GoodFellows for clarity on today's biggest social, economic, and geostrategic shifts — only on GoodFellows.
Watch the whole podcast: https://chinauncensored.tv/programs/podcast-315 They started the war years ago. But most people don't even realize it. Counterintelligence expert Casey Fleming explains how China's "unrestricted warfare" strategy targets every man, woman, and child. Pre-order Casey's book "The Red Tsunami": http://theredtsunami.com
00:08:55 — Why Is Trump Blocking This? Trump's effort to stop the Epstein files is framed as protection of intelligence allies—especially Mossad—rather than political damage control. 00:10:17 — Epstein as Intelligence Asset Epstein is portrayed as a Mossad–CIA blackmail operator, with his network reaching deep into U.S. and global power structures. 00:17:01 — White House Pressure Campaign Trump, the AG, and the FBI reportedly pressured GOP women to drop support for releasing Epstein files—an explosive sign of institutional panic. 00:27:39 — DOJ's Controlled Cover-Up The DOJ allegedly buried the Epstein case after warning Trump he appeared in the files, suggesting a coordinated multi-agency protection effort. 01:20:38 — MAGA Revolts on H-1B Trump's dismissal of American workers sparks backlash from his own base, marking a rare open revolt inside MAGA. 01:27:56 — Trump's Record H-1B Usage Trump's organization is exposed for importing record numbers of low-skill foreign workers, contradicting his public “America First” messaging. 01:33:51 — Trump, Musk & Vivek Exposed Knight argues Trump, Musk, and Ramaswamy share a globalist corporate agenda prioritizing cheap foreign labor over American jobs. 02:07:18 — Clinton Sold Out America Celente traces the economic collapse back to Clinton-era offshoring, NAFTA, China's WTO entry, and deregulation—connecting past betrayals to current crises. 02:11:18 — Dot-Com Bust 2.0 Coming Celente predicts a looming AI-driven financial crash mirroring the 2000 collapse, fueled by debt, speculation, and corporate manipulation. 02:49:47 — Epstein Files & Mossad Cover-Up Celente agrees the GOP's resistance to releasing files indicates a deeper intelligence-element cover-up involving Mossad and possibly CIA networks. 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.
On the surface, the story of Sudan's war is about two generals vying for power. But it's also about a vast web of international interests involving the U.S., China, Russia, and the UAE. Today on the show, the story of how things in Sudan got to this point, and the effects of the conflict around the world. This episode originally ran in 2024 and has been updated.To access bonus episodes and listen to Throughline sponsor-free, subscribe to Throughline+ via Apple Podcasts or at plus.npr.org/throughline.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
On this episode of “Fearless,” Jason Whitlock discusses some recent incidents in the football world that show the black coaching crisis, namely: the suspension of 27 players after a brawl broke out at halftime of the Grambling State vs. Bethune-Cookman game; Michael Penix Jr. saying he has no other quarterbacks to talk to and no mentor; and Deion Sanders pointing the finger and playing the blame game in excusing the University of Colorado's dismal season under his leadership. Guests Steve Kim, T.J. Moe, and Paul Burkhardt join the show to weigh in on the black coaching crisis and A.J. Brown voicing his frustration with the Philadelphia Eagles. Lastly, Whitlock closes out the show with his take on Detroit Lions wide receiver Amon-Ra St. Brown apologizing for offending people with his celebratory “Trump dance.” Another compelling show today — don't miss it! Today's Sponsors: Relief Factor If you're living with daily aches and pain, Relief Factor might be the real deal for you too. Try the 3-week QuickStart today! Visit https://ReliefFactor.com or call 800-4-RELIEF. Center for Academic Faithfulness & Flourishing This is THE definitive guide to Christian higher education—and it's completely FREE. So if you or someone you know is considering college, go to https://ChristianCollegeGuide.com to create a free user profile and get started today. Kindred Harvest Stop trusting China with your family's health. Choose American quality. Choose Kindred Harvest. Cultivating Goodness Daily. Go to https://KindredHarvest.co and use code FEARLESS for 20% off. SHOW OUTLINE 00:00 Intro Want more Fearless content? Subscribe to Jason Whitlock Harmony for a biblical perspective on everyday issues at https://www.youtube.com/@JasonWhitlockHarmony?sub_confirmation=1 Jeffery Steele and Jason Whitlock welcome musical guests for unique interviews and performances that you won't want to miss! Subscribe to https://youtube.com/@JasonWhitlockBYOG?sub_confirmation=1 We want to hear from the Fearless Army!! Join the conversation in the show chat, leave a comment or email Jason at FearlessBlazeShow@gmail.com Get 10% off Blaze swag by using code Fearless10 at https://shop.blazemedia.com/fearless Make yourself an official member of the “Fearless Army!” Support Conservative Voices! Subscribe to BlazeTV at https://www.fearlessmission.com and get $20 off your yearly subscription. Visit https://TheBlaze.com. Explore the all-new ad-free experience and see for yourself how we're standing up against suppression and prioritizing independent journalism. CLICK HERE to Subscribe to Jason Whitlock's YouTube: https://bit.ly/3jFL36G CLICK HERE to Listen to Jason Whitlock's podcast: https://apple.co/3zHaeLTCLICK HERE to Follow Jason Whitlock on X: https://bit.ly/3hvSjiJ Learn more about your ad choices. Visit megaphone.fm/adchoices
In episode 1964, Jack and guest co-host Pallavi Gunalan, are joined by actor, writer, improvisor, host of the Bad Drag Race comedy show, Drag Her, and We Love Trash, Mano Agapion, to discuss… Newly-Released Epstein Emails Reveals Trump Knew About “The Girls”, THIS IS THE GREATEST UNVEILING OF AN AI HUMANOID ROBOT EVER and more! House Democrats release new Epstein emails referencing Trump Trump knew about Epstein’s conduct, newly released emails suggest Furious White House reveals Jeffrey Epstein victim who ‘spent hours’ with Trump — and she always said he never did anything wrong Trump says he doesn't know why Epstein took young women from Mar-a-Lago Xpeng team is trying so hard to prove this thing is real because so many people doubt them right now. Must be a great feeling, they nailed it Joke of the day from Moscow: Russia tried to unveil its first humanoid AI robot, Aidol. Check out the Facial Recognition Comedy Show here! LISTEN: Louphoria (with Cruza) by SminoSee omnystudio.com/listener for privacy information.
P.M. Edition for Nov. 13. AI startup Anthropic said China's state-sponsored hackers used its tools to automate cyberattacks against corporations and governments. WSJ's Sam Schechner reports on the inflection point for hackers' use of AI. Disney's shares fell after a quarterly earnings report that fell short of Wall Street's expectations. And California is eyeing a first-of-its-kind tax on billionaires. WSJ's Paul Kiernan unpacks the ballot initiative for a wealth tax that's already run into steep opposition. Sabrina Siddiqui hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Commercial Space Records and Political Impacts on NASA. Bob Zimmerman covers new records in commercial space: SpaceX achieved 147 launches this year, and one booster tied the Space Shuttle Columbia for 28 reuses. China also set a record with 70 launches but had a failure. Commercial space faced temporary impacts, such as an FAA launch curfew due to a government shutdown and air traffic controller shortages. Zimmerman speculates that Jared Isaacman's conservative-leaning public appearance at Turning Point USA might have convinced Trump to renominate him for NASA Administrator.
PREVIEW The discussion addresses why the Chinese government is banning the use or importation of chips made outside of China, such as Nvidia. The government understands that dependence on foreign chips creates a vulnerability if the US restricts American technology in retaliation for China restricting rare earths. While this protects them from future American restrictions, the move is a form of self-harm, hobbling their own capabilities and restricting their ability to compete globally. Guest: Chris Riegel. 1954
Rare Earths Monopoly and US Strategy. General Blaine Holt discusses China's challenge to the US and its allies regarding rare earths, noting that China previously threatened to cut off supply. The US is securing deals with partners like Australia and is on track to replace China entirely, despite initial processing reliance on Chinese predatory practices. Holt suggests a two-year recovery is conservative, as technology for domestic processing exists. He also notes China's leadership is in turmoil, trying to buy time through trade deals. 1942
Corruption, Chinese Influence, and Protests in Serbia. Ivana Stradner discusses protests in Serbia demanding accountability one year after a canopy collapse killed 16 people, with investigations linking the accident to high-level corruption involving a Chinese company. Leader Vučić suppresses discontent by alleging the West is plotting a "color revolution." Although Vučić aligns his heart with Russia and China, he needs EU money for political survival, prompting him to offer weapons to the West and claim Serbia is on the EU path. 1930 BELGRADE
Commodity Markets and UK Political Instability. Simon Constable analyzes rare earth markets, noting China's dominance is achieved through undercutting prices and buying out competitors. Prices for key industrial commodities like copper and aluminum are up, indicating high demand. Constable also discusses UK political instability, noting that Labour Prime Minister Keir Starmer lacks natural leadership and confidence. The major political driver for a potential leadership change is the party's broken promise regarding income taxes, which severely undermines public trust before the next election,
Commodity Markets and UK Political Instability. Simon Constable analyzes rare earth markets, noting China's dominance is achieved through undercutting prices and buying out competitors. Prices for key industrial commodities like copper and aluminum are up, indicating high demand. Constable also discusses UK political instability, noting that Labour Prime Minister Keir Starmer lacks natural leadership and confidence. The major political driver for a potential leadership change is the party's broken promise regarding income taxes, which severely undermines public trust before the next election, 1941
Philippine Missile Deployment to Deter China. Captain Jim Fanell reports that the Philippines unveiled its first operational BrahMos anti-ship cruise missile battery in western Luzon to deter Chinese aggression. This supersonic missile system, part of the $7.2 billion Reorizon 3 modernization program, gives the Philippines "skin in the game" near disputed waters like Scarborough Shoal. The deployment signifies a strategy to turn the Philippines into a "porcupine," focusing defense on the West Philippine Sea. The systems are road-mobile, making them difficult to target. 1915 MANILA
Allied AI Competition and Submarine Requests. Scott Harold examines the crucial role of allies Japan and South Korea in the AI competition against China. Japan is developing locally tailored AI models built on US technology for use in Southeast Asia. South Korea aims to become the third-largest AI power, offering reliable models to counter China's untrustworthy technology. Harold also discusses South Korea's surprising request for nuclear-powered, conventionally armed submarines to track Chinese and North Korean vessels, signaling a greater public willingness to contribute to China deterrence.
Commercial Space Records and Political Impacts on NASA. Bob Zimmerman covers new records in commercial space: SpaceX achieved 147 launches this year, and one booster tied the Space Shuttle Columbia for 28 reuses. China also set a record with 70 launches but had a failure. Commercial space faced temporary impacts, such as an FAA launch curfew due to a government shutdown and air traffic controller shortages. Zimmerman speculates that Jared Isaacman's conservative-leaning public appearance at Turning Point USA might have convinced Trump to renominate him for NASA Administrator.
SHOW 11-12-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1930 THE SHOW BEGINS IN THE DOUBTS ABOUT CHINA'S LEADERSHIP. FIRST HOUR 9-915 Allied AI Competition and Submarine Requests. Scott Harold examines the crucial role of allies Japan and South Korea in the AI competition against China. Japan is developing locally tailored AI models built on US technology for use in Southeast Asia. South Korea aims to become the third-largest AI power, offering reliable models to counter China's untrustworthy technology. Harold also discusses South Korea's surprising request for nuclear-powered, conventionally armed submarines to track Chinese and North Korean vessels, signaling a greater public willingness to contribute to China deterrence. 915-930 Rare Earths Monopoly and US Strategy. General Blaine Holt discusses China's challenge to the US and its allies regarding rare earths, noting that China previously threatened to cut off supply. The US is securing deals with partners like Australia and is on track to replace China entirely, despite initial processing reliance on Chinese predatory practices. Holt suggests a two-year recovery is conservative, as technology for domestic processing exists. He also notes China's leadership is in turmoil, trying to buy time through trade deals. 930-945 Russian Economic Stagnation and War Finance. Michael Bernstam confirms that the Russian economy is stagnating, expecting no growth for years due to exhausted resources and reliance on military production. Oil and gas revenues are down significantly due to Western sanctions and high discounts, widening the budget deficit. Russia is increasing taxes, including the VAT, which drives inflation in staples. This economic pain damages the popularity of the war by hurting the low-income population—the primary source of military recruitment. 945-1000 Buckley, Fusionism, and Conservative Integrity. Peter Berkowitz explores William F. Buckley's consolidation of the conservative movement through "fusionism"—blending limited government and social conservatism. Buckley purged the movement of anti-Semites based on core principles. Berkowitz uses this historical context to analyze the controversy surrounding Tucker Carlson giving a platform to Nick Fuentes, who openly celebrates Stalin and Hitler. This incident caused division after the Heritage Foundation's president, Kevin Roberts, defended Carlson, prompting Roberts to issue an apology. SECOND HOUR 10-1015 Commodity Markets and UK Political Instability. Simon Constable analyzes rare earth markets, noting China's dominance is achieved through undercutting prices and buying out competitors. Prices for key industrial commodities like copper and aluminum are up, indicating high demand. Constable also discusses UK political instability, noting that Labour Prime Minister Keir Starmer lacks natural leadership and confidence. The major political driver for a potential leadership change is the party's broken promise regarding income taxes, which severely undermines public trust before the next election, 1015-1030 Commodity Markets and UK Political Instability. Simon Constable analyzes rare earth markets, noting China's dominance is achieved through undercutting prices and buying out competitors. Prices for key industrial commodities like copper and aluminum are up, indicating high demand. Constable also discusses UK political instability, noting that Labour Prime Minister Keir Starmer lacks natural leadership and confidence. The major political driver for a potential leadership change is the party's broken promise regarding income taxes, which severely undermines public trust before the next election 1030-1045 Austrian Economics, Von Mises, and the Fight Against Interventionism. Carola Binder discusses the Austrian School of Economics, highlighting its focus on free markets and Ludwig von Mises's opposition to government "interventionism," including rent and price controls. Mises argued these policies distort markets, leading to shortages and inefficiency. Binder emphasizes Mises's belief that economic literacy is a primary civic duty necessary for citizens to reject socialism and interventionist panaceas, especially as new generations are exposed to such ideas. 1045-1100 Austrian Economics, Von Mises, and the Fight Against Interventionism. Carola Binder discusses the Austrian School of Economics, highlighting its focus on free markets and Ludwig von Mises's opposition to government "interventionism," including rent and price controls. Mises argued these policies distort markets, leading to shortages and inefficiency. Binder emphasizes Mises's belief that economic literacy is a primary civic duty necessary for citizens to reject socialism and interventionist panaceas, especially as new generations are exposed to such ideas. THIRD HOUR 1100-1115 Philippine Missile Deployment to Deter China. Captain Jim Fanell reports that the Philippines unveiled its first operational BrahMos anti-ship cruise missile battery in western Luzon to deter Chinese aggression. This supersonic missile system, part of the $7.2 billion Reorizon 3 modernization program, gives the Philippines "skin in the game" near disputed waters like Scarborough Shoal. The deployment signifies a strategy to turn the Philippines into a "porcupine," focusing defense on the West Philippine Sea. The systems are road-mobile, making them difficult to target. 1115-1130 AI, Cyber Attacks, and Nuclear Deterrence. Peter Huessy discusses the challenges to nuclear deterrence posed by AI and cyber intrusions. General Flynn highlighted that attacks on satellites, the backbone of deterrence, could prevent the US from confirming where a launch originated. Huessy emphasizes the need to improve deterrence, noting that the US likely requires presidential authorization for retaliation, unlike potential Russian "dead hand" systems. The biggest risk is misinformation delivered by cyber attacks, although the US maintains stringent protocols and would never launch based solely on a computer warning. 1130-1145 Sudan Civil War, Global Proxies, and Nigerian Violence. Caleb Weiss and Bill Roggio analyze the civil war in Sudan between the SAF and the RSF, noting both factions commit atrocities, including massacres after the capture of El Fasher. The conflict is fueled by opposing global coalitions: the UAE and Russia support the RSF, while Iran, Egypt, and Turkey back the SAF. The Islamic State has called for foreign jihadis to mobilize. Weiss also addresses the complicated violence in Nigeria, differentiating jihadist attacks on Christians from communal farmer-herder conflict. 1145-1200 Sudan Civil War, Global Proxies, and Nigerian Violence. Caleb Weiss and Bill Roggio analyze the civil war in Sudan between the SAF and the RSF, noting both factions commit atrocities, including massacres after the capture of El Fasher. The conflict is fueled by opposing global coalitions: the UAE and Russia support the RSF, while Iran, Egypt, and Turkey back the SAF. The Islamic State has called for foreign jihadis to mobilize. Weiss also addresses the complicated violence in Nigeria, differentiating jihadist attacks on Christians from communal farmer-herder conflict. FOURTH HOUR 12-1215 Corruption, Chinese Influence, and Protests in Serbia. Ivana Stradner discusses protests in Serbia demanding accountability one year after a canopy collapse killed 16 people, with investigations linking the accident to high-level corruption involving a Chinese company. Leader Vučić suppresses discontent by alleging the West is plotting a "color revolution." Although Vučić aligns his heart with Russia and China, he needs EU money for political survival, prompting him to offer weapons to the West and claim Serbia is on the EU path. 1215-1230 The Muslim Brotherhood and Its Global Network. Cliff May discusses the Muslim Brotherhood (MB), the progenitor of Hamas, founded in 1928 after the Ottoman Caliphate's abolition. The MB's goal is to establish a new Islamic empire. Qatar is highly supportive, hosting Hamas leaders, while the UAE and Saudi Arabia have banned the MB. Turkish President Erdoğan is considered MB-adjacent and sympathetic, supporting Hamas and potentially viewing himself as a future Caliph, despite Turkey being a NATO member. 1230-1245 Commercial Space Records and Political Impacts on NASA. Bob Zimmerman covers new records in commercial space: SpaceX achieved 147 launches this year, and one booster tied the Space Shuttle Columbia for 28 reuses. China also set a record with 70 launches but had a failure. Commercial space faced temporary impacts, such as an FAA launch curfew due to a government shutdown and air traffic controller shortages. Zimmerman speculates that Jared Isaacman's conservative-leaning public appearance at Turning Point USA might have convinced Trump to renominate him for NASA Administrator. 1245-100 AM Commercial Space Records and Political Impacts on NASA. Bob Zimmerman covers new records in commercial space: SpaceX achieved 147 launches this year, and one booster tied the Space Shuttle Columbia for 28 reuses. China also set a record with 70 launches but had a failure. Commercial space faced temporary impacts, such as an FAA launch curfew due to a government shutdown and air traffic controller shortages. Zimmerman speculates that Jared Isaacman's conservative-leaning public appearance at Turning Point USA might have convinced Trump to renominate him for NASA Administrator.
Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this episode, we break down why bitcoin has been moving sideways and whether investors should actually be concerned. Jeff walks through major forces shaping the market — from 50-year mortgages and government backstops to the surge in AI data-center demand. We also touch on Square's bitcoin payments rollout, the state of stablecoins, and where sentiment goes next. ======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/======================In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.======================Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp======================Timestamps: 00:00 – Intro01:55 – Is $100K the new base for bitcoin?04:41 – Is the 4-year cycle broken?06:19 – Should the U.S. adopt 50-year mortgages?10:20 – Global housing models (China, Asia, etc.)16:52 – The “poor door” debate & why luxury lowers rents20:54 – Stimulus checks & tariff dividends23:26 – Government backstopping AI data centers35:02 – Crypto market structure bill40:12 – Bitcoin vs. stablecoins for payments
Featuring Thea Riofrancos on Extraction: The Frontiers of Green Capitalism. The green energy transition requires a vast array of inputs: copper, cobalt, rare earth elements, and the focus of this discussion, lithium—all of which must be mined from the earth. This is a wide-ranging discussion stretching from Chile to Nevada, and from the dawn of colonialism to the geoeconomic conflict between the US and China—and a lot more. In New York City? See Thea discuss Extraction with David Wallace-Wells. Friday, November 14 at McNally Jackson Seaport. Say hi to Dan if you attend! Tickets here: mcnallyjackson.com/event/thea-riofrancos-david-wallace-wells Support The Dig at Patreon.com/TheDig Buy Black History is for Everyone at Haymarketbooks.org Get your first month free at OVID.tv using promo code DIG25
COP30, which began this week in Belém, Brazil, marks a decade since the Paris Agreement was adopted at COP21 in 2015. It's being billed as the “implementation COP”: instead of grand new announcements of international agreements, governments are supposed to be focused on delivering on the commitments they have already made. Host Ed Crooks and regular guest Amy Myers Jaffe welcome back Amy Harder, National Energy Correspondent at Axios. She says not every COP is created equally, and “this is definitely one of those COPs that are more of an ebb than a flow.”But that said, it doesn't mean COP30 will inevitably be unproductive. Amy Myers Jaffe, who is the Director of NYU's Energy, Climate Justice and Sustainability Lab, argues that COP30 “could wind up over time being seen as a more successful meeting than people are currently thinking it will be.”Instead of a new comprehensive global framework, the objectives for this year's talks will be a series of smaller-scale sectoral initiatives: scaling sustainable fuels, tackling industrial emissions, protecting forests, and aligning private capital with policy goals. The Energy Gang also welcomes to the show for the first time Lisa Jacobson, who is President of the Business Council for Sustainable Energy. She joins the show from Brazil to give the boots on the ground view as the conference begins. Previous COPs have generally put the mosh emphasis on government action. Lisa says that a focus on what's good for business might be a better way to spur change. Clean energy technologies are winning in many markets around the world because they make commercial sense. Policy can be helpful, but is it ultimately the business case that has to be what pushes the energy transition forward? Ed, Amy, Amy and Lisa debate the changes to US energy and climate policy, China's emissions trajectory, the global impact of EU measures, and how much of the clean energy build-out is now driven by economics rather than politics. And they wonder whether there is a central paradox in global climate policy. If the future of energy will be decided by market forces and national interests, not by anything that happens at COP30, is that a sign that the series of past COPs has been a success? We've got more coverage of COP30 coming soon, so make sure you're following us for all the key news and insight from Brazil. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Live from Morgan Stanley's European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter growth, and how Europe factors in.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European Head of Research Product. Today we return to my conversation with Adam Wood. Head of European Technology and Payments, Emmet Kelly, Head of European Telco and Data Centers, and Lee Simpson, Head of European Technology. We were live on stage at Morgan Stanley's 25th TMT Europe conference. We had so much to discuss around the themes of AI enablers, semiconductors, and telcos. So, we are back with a concluding episode on tech disruption and data center investments. It's Thursday the 13th of November at 8am in Barcelona. After speaking with the panel about the U.S. being overweight AI enablers, and the pockets of opportunity in Europe, I wanted to ask them about AI disruption, which has been a key theme here in Europe. I started by asking Adam how he was thinking about this theme. Adam Wood: It's fascinating to see this year how we've gone in most of those sectors to how positive can GenAI be for these companies? How well are they going to monetize the opportunities? How much are they going to take advantage internally to take their own margins up? To flipping in the second half of the year, mainly to, how disruptive are they going to be? And how on earth are they going to fend off these challenges? Paul Walsh: And I think that speaks to the extent to which, as a theme, this has really, you know, built momentum. Adam Wood: Absolutely. And I mean, look, I think the first point, you know, that you made is absolutely correct – that it's very difficult to disprove this. It's going to take time for that to happen. It's impossible to do in the short term. I think the other issue is that what we've seen is – if we look at the revenues of some of the companies, you know, and huge investments going in there. And investors can clearly see the benefit of GenAI. And so investors are right to ask the question, well, where's the revenue for these businesses? You know, where are we seeing it in info services or in IT services, or in enterprise software. And the reality is today, you know, we're not seeing it. And it's hard for analysts to point to evidence that – well, no, here's the revenue base, here's the benefit that's coming through. And so, investors naturally flip to, well, if there's no benefit, then surely, we should focus on the risk. So, I think we totally understand, you know, why people are focused on the negative side of things today. I think there are differences between the sub-sectors. I mean, I think if we look, you know, at IT services, first of all, from an investor point of view, I think that's been pretty well placed in the losers' buckets and people are most concerned about that sub-sector… Paul Walsh: Something you and the global team have written a lot about. Adam Wood: Yeah, we've written about, you know, the risk of disruption in that space, the need for those companies to invest, and then the challenges they face. But I mean, if we just keep it very, very simplistic. If Gen AI is a technology that, you know, displaces labor to any extent – companies that have played labor arbitrage and provide labor for the last 20 - 25 years, you know, they're going to have to make changes to their business model. So, I think that's understandable. And they're going to have to demonstrate how they can change and invest and produce a business model that addresses those concerns. I'd probably put info services in the middle. But the challenge in that space is you have real identifiable companies that have emerged, that have a revenue base and that are challenging a subset of the products of those businesses. So again, it's perfectly understandable that investors would worry. In that context, it's not a potential threat on the horizon. It's a real threat that exists today against certainly their businesses. I think software is probably the most interesting. I'd put it in the kind of final bucket where I actually believe… Well, I think first of all, we certainly wouldn't take the view that there's no risk of disruption and things aren't going to change. Clearly that is going to be the case. I think what we'd want to do though is we'd want to continue to use frameworks that we've used historically to think about how software companies differentiate themselves, what the barriers to entry are. We don't think we need to throw all of those things away just because we have GenAI, this new set of capabilities. And I think investors will come back most easily to that space. Paul Walsh: Emett, you talked a little bit there before about the fact that you haven't seen a huge amount of progress or additional insight from the telco space around AI; how AI is diffusing across the space. Do you get any discussions around disruption as it relates to telco space? Emmet Kelly: Very, very little. I think the biggest threat that telcos do see is – it is from the hyperscalers. So, if I look at and separate the B2C market out from the B2B, the telcos are still extremely dominant in the B2C space, clearly. But on the B2B space, the hyperscalers have come in on the cloud side, and if you look at their market share, they're very, very dominant in cloud – certainly from a wholesale perspective. So, if you look at the cloud market shares of the big three hyperscalers in Europe, this number is courtesy of my colleague George Webb. He said it's roughly 85 percent; that's how much they have of the cloud space today. The telcos, what they're doing is they're actually reselling the hyperscale service under the telco brand name. But we don't see much really in terms of the pure kind of AI disruption, but there are concerns definitely within the telco space that the hyperscalers might try and move from the B2B space into the B2C space at some stage. And whether it's through virtual networks, cloudified networks, to try and get into the B2C space that way. Paul Walsh: Understood. And Lee maybe less about disruption, but certainly adoption, some insights from your side around adoption across the tech hardware space? Lee Simpson: Sure. I think, you know, it's always seen that are enabling the AI move, but, but there is adoption inside semis companies as well, and I think I'd point to design flow. So, if you look at the design guys, they're embracing the agentic system thing really quickly and they're putting forward this capability of an agent engineer, so like a digital engineer. And it – I guess we've got to get this right. It is going to enable a faster time to market for the design flow on a chip. So, if you have that design flow time, that time to market. So, you're creating double the value there for the client. Do you share that 50-50 with them? So, the challenge is going to be exactly as Adam was saying, how do you monetize this stuff? So, this is kind of the struggle that we're seeing in adoption. Paul Walsh: And Emmett, let's move to you on data centers. I mean, there are just some incredible numbers that we've seen emerging, as it relates to the hyperscaler investment that we're seeing in building out the infrastructure. I know data centers is something that you have focused tremendously on in your research, bringing our global perspectives together. Obviously, Europe sits within that. And there is a market here in Europe that might be more challenged. But I'm interested to understand how you're thinking about framing the whole data center story? Implications for Europe. Do European companies feed off some of that U.S. hyperscaler CapEx? How should we be thinking about that through the European lens? Emmet Kelly: Yeah, absolutely. So, big question, Paul. What… Paul Walsh: We've got a few minutes! Emmet Kelly: We've got a few minutes. What I would say is there was a great paper that came out from Harvard just two weeks ago, and they were looking at the scale of data center investments in the United States. And clearly the U.S. economy is ticking along very, very nicely at the moment. But this Harvard paper concluded that if you take out data center investments, U.S. economic growth today is actually zero. Paul Walsh: Wow. Emmet Kelly: That is how big the data center investments are. And what we've said in our research very clearly is if you want to build a megawatt of data center capacity that's going to cost you roughly $35 million today. Let's put that number out there. 35 million. Roughly, I'd say 25… Well, 20 to 25 million of that goes into the chips. But what's really interesting is the other remaining $10 million per megawatt, and I like to call that the picks and shovels of data centers; and I'm very convinced there is no bubble in that area whatsoever.So, what's in that area? Firstly, the first building block of a data center is finding a powered land bank. And this is a big thing that private equity is doing at the moment. So, find some real estate that's close to a mass population that's got a good fiber connection. Probably needs a little bit of water, but most importantly needs some power. And the demand for that is still infinite at the moment. Then beyond that, you've got the construction angle and there's a very big shortage of labor today to build the shells of these data centers. Then the third layer is the likes of capital goods, and there are serious supply bottlenecks there as well.And I could go on and on, but roughly that first $10 million, there's no bubble there. I'm very, very sure of that. Paul Walsh: And we conducted some extensive survey work recently as part of your analysis into the global data center market. You've sort of touched on a few of the gating factors that the industry has to contend with. That survey work was done on the operators and the supply chain, as it relates to data center build out. What were the key conclusions from that? Emmet Kelly: Well, the key conclusion was there is a shortage of power for these data centers, and… Paul Walsh: Which I think… Which is a sort of known-known, to some extent. Emmet Kelly: it is a known-known, but it's not just about the availability of power, it's the availability of green power. And it's also the price of power is a very big factor as well because energy is roughly 40 to 45 percent of the operating cost of running a data center. So, it's very, very important. And of course, that's another area where Europe doesn't screen very well.I was looking at statistics just last week on the countries that have got the highest power prices in the world. And unsurprisingly, it came out as UK, Ireland, Germany, and that's three of our big five data center markets. But when I looked at our data center stats at the beginning of the year, to put a bit of context into where we are…Paul Walsh: In Europe… Emmet Kelly: In Europe versus the rest. So, at the end of [20]24, the U.S. data center market had 35 gigawatts of data center capacity. But that grew last year at a clip of 30 percent. China had a data center bank of roughly 22 gigawatts, but that had grown at a rate of just 10 percent. And that was because of the chip issue. And then Europe has capacity, or had capacity at the end of last year, roughly 7 to 8 gigawatts, and that had grown at a rate of 10 percent. Now, the reason for that is because the three big data center markets in Europe are called FLAP-D. So, it's Frankfurt, London, Amsterdam, Paris, and Dublin. We had to put an acronym on it. So, Flap-D. Good news. I'm sitting with the tech guys. They've got even more acronyms than I do, in their sector, so well done them. Lee Simpson: Nothing beats FLAP-D. Paul Walsh: Yes. Emmet Kelly: It's quite an achievement. But what is interesting is three of the big five markets in Europe are constrained. So, Frankfurt, post the Ukraine conflict. Ireland, because in Ireland, an incredible statistic is data centers are using 25 percent of the Irish power grid. Compared to a global average of 3 percent.Now I'm from Dublin, and data centers are running into conflict with industry, with housing estates. Data centers are using 45 percent of the Dublin grid, 45. So, there's a moratorium in building data centers there. And then Amsterdam has the classic semi moratorium space because it's a small country with a very high population. So, three of our five markets are constrained in Europe. What is interesting is it started with the former Prime Minister Rishi Sunak. The UK has made great strides at attracting data center money and AI capital into the UK and the current Prime Minister continues to do that. So, the UK has definitely gone; moved from the middle lane into the fast lane. And then Macron in France. He hosted an AI summit back in February and he attracted over a 100 billion euros of AI and data center commitments. Paul Walsh: And I think if we added up, as per the research that we published a few months ago, Europe's announced over 350 billion euros, in proposed investments around AI. Emmet Kelly: Yeah, absolutely. It's a good stat. Now where people can get a little bit cynical is they can say a couple of things. Firstly, it's now over a year since the Mario Draghi report came out. And what's changed since? Absolutely nothing, unfortunately. And secondly, when I look at powering AI, I like to compare Europe to what's happening in the United States. I mean, the U.S. is giving access to nuclear power to AI. It started with the three Mile Island… Paul Walsh: Yeah. The nuclear renaissance is… Emmet Kelly: Nuclear Renaissance is absolutely huge. Now, what's underappreciated is actually Europe has got a massive nuclear power bank. It's right up there. But unfortunately, we're decommissioning some of our nuclear power around Europe, so we're going the wrong way from that perspective. Whereas President Trump is opening up the nuclear power to AI tech companies and data centers. Then over in the States we also have gas and turbines. That's a very, very big growth area and we're not quite on top of that here in Europe. So, looking at this year, I have a feeling that the Americans will probably increase their data center capacity somewhere between – it's incredible – somewhere between 35 and 50 percent. And I think in Europe we're probably looking at something like 10 percent again. Paul Walsh: Okay. Understood. Emmet Kelly: So, we're growing in Europe, but we're way, way behind as a starting point. And it feels like the others are pulling away. The other big change I'd highlight is the Chinese are really going to accelerate their data center growth this year as well. They've got their act together and you'll see them heading probably towards 30 gigs of capacity by the end of next year. Paul Walsh: Alright, we're out of time. The TMT Edge is alive and kicking in Europe. I want to thank Emmett, Lee and Adam for their time and I just want to wish everybody a great day today. Thank you.(Applause) That was my conversation with Adam, Emmett and Lee. Many thanks again to them. Many thanks again to them for telling us about the latest in their areas of research and to the live audience for hearing us out. And a thanks to you as well for listening. Let us know what you think about this and other episodes by living us a review wherever you get your podcasts. And if you enjoy listening to Thoughts on the Market, please tell a friend or colleague about the podcast today.
In the 1920s the world was small. This was an exciting time for scientists and explorers. And among these explorers were Ted and Kemit Roosevelt who traveled to China to find a rare animal back in those days, the giant panda. Author Nathalia Holt joins us to tell this story from her new book: The Beast in the Clouds: The Roosevelt Brothers' Deadly Quest to Find the Mythical Giant Panda. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
China is accusing the US of hacking a major Bitcoin mining pool in 2020 and stealing 127,000 BTC—now worth more than $13 billion. NLW breaks down the origins of the Labuyan hack, why the coins later appeared in DOJ-linked wallets, the allegations surrounding Chinese billionaire Chen Ji, and what this fight reveals about Bitcoin's role in rising US–China tensions. Plus, a quick look at Coinbase's move to revive US token sales. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: https://blockworks.co/newsletter/thebreakdown Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW
Exactly a decade ago, 10 ISIS gunmen opened fire on people across Paris, killing 130 and wounding hundreds more. Ten years on, survivors are slowly rebuilding their lives and attending ceremonies for the victims. Also, Japan and China exchange heated rhetoric over Taiwan. And, as Jakarta continues to sink below sea level, Indonesia is building a new futuristic eco-capital. Also, Israel continues attacks on southern Lebanon as it demands that Hezbollah disarm. Plus, a flamingo named Frankie escapes a wildlife sanctuary and flies to freedom.Listen to today's Music Heard on Air. Learn about your ad choices: dovetail.prx.org/ad-choices
November 13, 2025Have you had your dose of The Daily MoJo today? Download The Daily MoJo App! "Ep 111325: The Epstein Chase | The Daily MoJo"Lauren Bobert engages in a petition regarding Epstein files, meeting with Trump officials to discuss transparency and investigation. The narrative highlights Epstein's connections and the need for media evidence to hold powerful figures accountable. The impact of the government shutdown on military personnel and TSA workers is addressed, alongside criticisms of TSA inefficacy. A bridge collapse in China raises concerns about construction safety, while discussions about AI emphasize its limitations and the importance of unity among people.Phil Bell's Morning Update: Has conservative media lost its way?: HEREOur affiliate partners:Be prepared! Not scared. Need some Ivermection? Some Hydroxychloroquine? Don't have a doctor who fancies your crazy ideas? We have good news - Dr. Stella Immanuel has teamed up with The Daily MoJo to keep you healthy and happy all year long! Not only can she provide you with those necessary prophylactics, but StellasMoJo.com has plenty of other things to keep you and your body in tip-top shape. Use Promo Code: DailyMoJo to save $$Take care of your body - it's the only one you'll get and it's your temple! We've partnered with Sugar Creek Goods to help you care for yourself in an all-natural way. And in this case, "all natural" doesn't mean it doesn't work! Save 15% on your order with promo code "DailyMojo" at SmellMyMoJo.comCBD is almost everywhere you look these days, so the answer isn't so much where can you get it, it's more about - where can you get the CBD products that actually work!? Certainly, NOT at the gas station! Patriots Relief says it all in the name, and you can save an incredible 40% with the promo code "DailyMojo" at GetMoJoCBD.com!Romika Designs is an awesome American small business that specializes in creating laser-engraved gifts and awards for you, your family, and your employees. Want something special for someone special? Find exactly what you want at MoJoLaserPros.com There have been a lot of imitators, but there's only OG – American Pride Roasters Coffee. It was first and remains the best roaster of fine coffee beans from around the world. You like coffee? You'll love American Pride – from the heart of the heartland – Des Moines, Iowa. AmericanPrideRoasters.com Find great deals on American-made products at MoJoMyPillow.com. Mike Lindell – a true patriot in our eyes – puts his money where his mouth (and products) is/are. Find tremendous deals at MoJoMyPillow.com – Promo Code: MoJo50 Life gets messy – sometimes really messy. Be ready for the next mess with survival food and tools from My Patriot Supply. A 25 year shelf life and fantastic variety are just the beginning of the long list of reasons to get your emergency rations at PrepareWithMoJo50.comStay ConnectedWATCH The Daily Mojo LIVE 7-9a CT: www.TheDailyMojo.com Rumble: HEREOr just LISTEN:The Daily MoJo ChannelBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-daily-mojo-with-brad-staggs--3085897/support.