Podcasts about China

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TikTok Shop USA sales are booming. There are some new regulations for packaging if you're selling in Europe, and the most-requested tool for MCP for Helium 10 is now available. These stories and more on today's weekly buzz!   We're back with another episode of the Weekly Buzz with Helium 10's VP of Education and Strategy, Bradley Sutton. Every week, we cover the latest breaking news in the Amazon, TikTok Shop, Walmart, and E-commerce space, talk about Helium 10's newest features, and provide a training tip for the week for serious sellers of any level.   TikTok Shop's U.S. GMV Nearly Doubles to $11.8B in H1 2026 https://www.netinfluencer.com/tiktok-shop-us-gmv-nearly-doubles-to-11-8b-usd-in-h1-2026/ Why China's traders, e-commerce merchants feel boxed in by new EU packaging rules https://www.scmp.com/economy/policy/article/3363746/why-chinas-traders-e-commerce-merchants-feel-boxed-new-eu-packaging-rules Most Asked For Helium 10 MCP Update Helium 10 has launched Black Box Niche for MCP, giving sellers the X-ray-style data they've been asking for directly inside Claude. Instead of researching keywords one at a time with the Chrome extension, users can analyze multiple niches at once and compare metrics like search volume, top-product revenue, number of listings generating over $5,000 in sales, and how many top products have low review counts. The feature makes it much faster to compare market opportunities and competition across multiple keywords using the Helium 10 MCP.   How Amazon's AI shopping assistant makes hundreds of millions of products feel personal https://www.aboutamazon.com/news/retail/alexa-for-shopping-learn-and-be-curious-podcast Optimize your listings with built-in Seller Central tools https://sellercentral.amazon.com/seller-news/articles/QVRWUERLSUtYMERFUiNHR1ZKWFZETkRTSFhYQVo1 Amazon Expands Locker Network to more than 750 U.S. College Locations https://press.aboutamazon.com/retail/2026/8/amazon-expands-locker-network-to-more-than-750-u-s-college-locations In episode 545 of the AM/PM Podcast and Weekly Buzz, Bradley talks about: 00:00 -  Introduction 00:43 - TikTok Shop US BOOMING 03:13 - New EU Packaging Regulations 05:11 - Most Asked For MCP Update 09:13 - Amazon's Alexa Predictions 14:36 - Research Dead Amazon Listings For Opportunity 17:55 - Amazon Caters To College Students

A practitioner now living outside of China shares her cultivation journey; from learning the truth about Falun Dafa by breaking through internet firewalls, to seeing immediate improvements in her own health, as well as her two sons. Over time she became a leading employee in her medical work, and is admired and respected by her in-laws for her kindness and generosity. This and other experience-sharing from the Minghui Website.Original Articles:1. [Celebrating World Falun Dafa Day] Learning the Truth by Circumventing the “Great Firewall,” Cultivating in Falun Dafa for 14 Years2. [Celebrating World Falun Dafa Day] What Villagers Think of Falun Dafa To provide feedback on this podcast, please email us at feedback@minghuiradio.org

There is a massive technological shift occurring right under our noses in 2026, from trash trucks scanning your home for "code violations" in Florida to the quiet launch of a global digital currency while layers of surveillance and financial control are thickening. The U.S has 3,600 data centers compared to China's 300, the "tokenization" of every physical asset on Earth shows a larger agenda of resource management and human control has begun. 

In part two of our deep dive into China (and part four of our socialist organization series), we break down how Mao attempted to dialectically sublate a national front and a united front. We explore the structural inclusion of the "patriotic national bourgeoisie" into the block of four classes (symbolized by the stars on the Chinese flag) and contrast it with classical Soviet developmental theory and orthodox Marxism.We also dive into:- The historical debate between Chen Duxiu, Li Dazhao, Lenin, and Trotsky.- Why modern "Hoxhaists" and Left Communists consider New Democracy to be revisionist.- The evolution of class structures under Deng Xiaoping and Jiang Zemin's "Three Represents" doctrine (allowing billionaires into the Party).- The reality of modern China's development: Is it a transitioning socialist project, or an hyper-competent form of state capitalism and developmental liberalism?Don't forget to like, subscribe, and hit the notification bell for Episode 5, where we pivot to National Frontism and National Bolshevism.Journal ArticlesDirlik, A. (1970). The ideological foundations of the Chinese Revolution. Journal of Contemporary History, 5(3), 39–54.Dittmer, L. (1977). Line struggle: Notes on its organizational context and theoretical development. Modern China, 3(3), 303–312.Fogel, J. A. (1980). Ai Siqi, establishment intellectual by Joshua A. Fogel. Modern China, 6(1), 23–47.Hammond, E. R. (1978). Marxism and the mass line [Doctoral dissertation, University of California, Berkeley]. ProQuest Dissertations and Theses Global.Korolev, A. (2017). De-ideologized mass line, regime responsiveness, and state-society relations. China Review, 17(2), 7–36.Lyman, S. V. (1970). The Chinese Communist Party in the United Front, 1937–1945 [Doctoral dissertation, University of California, Berkeley]. ProQuest Dissertations and Theses Global.Mazur, M. G. (1995). The United Front of the 1940s: A social and cultural perspective. Modern China, 21(4), 431–456.Selden, M. (1971). The Yenan Way in revolutionary China. The China Quarterly, (45), 263–294.Steiner, H. A. (1951). Current mass line tactics in Communist China. The Annals of the American Academy of Political and Social Science, 277(1), 422–436.Teiwes, F. C. (1978). The origins of rectification: Inner-party purgation in the 1930s. The China Quarterly, (74), 181–201.Tokuda, N. (1971). The mass line during the Yenan period. The China Quarterly, (47), 1–18.Townsend, J. R. (1967). Political participation in Communist China. University of California Press.Womack, B. (1980). The phase of de-Maoization in China. China Report, 16(1), 7–21.Womack, B. (1991). Mao Zedong and the sinification of Marxism. The China Quarterly, (126), 1–15.Young, G. (1980). On New Democracy and the transition to socialism. Modern China, 6(1), 3–22.Books & Primary SourcesCoble, P. M. (2023). The collapse of Nationalist China: How Chiang Kai-shek lost China's civil war. Cambridge University Press.Elbaum, M. (2018). Revolution in the air: Sixties radicals turn to Lenin, Mao and Che. Verso Books.Hirata, K. (2024). Making Mao's steelworks: Industrial Manchuria and the transnational origins of Chinese socialism. Cambridge University Press.Karl, R. E. (2010). Mao Zedong and China in the twentieth-century world: A concise history. Duke University Press.Li, H. (2024). Fighting on the cultural front: U.S.-China relations in the Cold War. Columbia University Press.Lin, C. (2019). Mass line. In C. Sorace, I. Franceschini, & N. Loubere (Eds.), Afterlives of Chinese Communism: Political concepts from Mao to Xi (p. 122). ANU Press.Lovell, J. (2019). Maoism: A global history. Knopf Doubleday Publishing Group.Lowe, D. M. (1966). The function of "China" in Marx, Lenin, and Mao. University of California Press.Mao, Z. (1940). On New Democracy. Marxists Internet Archive.Mao, Z. (1977). A critique of Soviet economics. Monthly Review Press.Moufawad-Paul, J. (2016). Continuity and rupture: Philosophy in the Maoist terrain. Zero Books.Schram, S. R. (Ed.). (2005). Mao's road to power: Revolutionary writings 1912–1949: Vol. VII. New Democracy, 1939–1941. M.E. Sharpe.Zheng, Q. (Ed.). (2020). An ideological history of the Communist Party of China (Vol. 2) (L. Sun & S. Bryant, Trans.). Royal Collins Publishing Group.Send us Fan Mail Musis by Bitterlake, Used with Permission, all rights to BitterlakeSupport the showCrew:Host: C. Derick VarnIntro and Outro Music by Bitter Lake.Intro Video Design: Jason MylesArt Design: Corn and C. Derick VarnLinks and Social Media:twitter: @varnvlogblue sky: @varnvlog.bsky.socialYou can find the additional streams on YoutubeCurrent Patreon at the Sponsor Tier: Jordan Sheldon, Mark J. Matthews, Lindsay Kimbrough, RedWolf, DRV, Kenneth McKee, JY Chan, Matthew Monahan, Parzival, Adriel Mixon, Buddy Roark, Daniel Petrovic,Julian, Drea, Free Beer 

In this episode, Ray Cochrane breaks down NVIDIA’s case for world action models, the shift that swaps a robot’s picture-describing backbone for one trained to predict what happens next. He also covers Perseverance closing in on the off-world driving record, a derelict SpaceX rocket stage hitting the Moon, and Anthropic’s rework of Claude Fable 5’s biology safeguards. Finally, he digs into Gemini Omni, Google’s undisclosed trip-planning rankings, the Danube’s record low, and iFixit’s call for Apple to unlock the iPad bootloader. – Want to start a podcast? It’s easy to get started! Sign up at Blubrry – Thinking of buying a Starlink? Use my link to support the show. Subscribe to the Newsletter. Email Ray if you want to get in touch! Like and Follow Geek News Central’s Facebook Page. Support my Show Sponsor: Best Godaddy Promo Codes Get 1Password Full Summary Cochrane opens with a personal update. Wildfires in Eastern Oregon made for a rough week of heavy smoke, and a local building burned down, which he calls a real tragedy. Meanwhile, his work at Blubrry has centered on PowerPress fixes, where reproducing customer-reported bugs remains the biggest headache. Support tickets rarely carry enough detail, and the errors themselves are often too vague to diagnose. Consequently, he is leaning toward a stronger logging and error layer, and he asks experienced developers to share what actually works for them. Beyond VLAs: NVIDIA’s Case for World Action Models The featured story comes from NVIDIA’s developer blog, and it answers a question sitting underneath this year’s robot news. Why do robot arms fall apart the moment anything changes? Move a cup six inches, swap its shape, or change the lighting, and a policy that worked perfectly in training fails. The answer, according to NVIDIA, is not the robot but the model underneath it. For the last few years, the dominant approach has been the vision-language-action model, or VLA, built on an AI that originally learned to describe pictures. Consequently, it recognizes a banana it has never seen, in a kitchen it has never seen, yet it has no idea what that banana will do next. As the article puts it, such a model “does not learn what happens to a mug when the gripper closes, how a towel folds, where an object lands when released.” Because the physics never arrives with the model, every scrap of it has to come out of hand-recorded demonstrations. The proposed fix swaps the foundation entirely. Instead of building on a model that learned to caption images, a world action model builds on one trained to predict how video continues, so the physics is already paid for. Notably, these models output an action and a prediction of what the robot’s cameras will see, in the same pass. Cochrane likens it to forethought, imagining your own motion as you make it. NVIDIA’s implementation is Cosmos 3, pretrained on roughly 767 million images and 348 million videos of real-world dynamics. It ships in 4, 16, and 64 billion parameter sizes named Edge, Nano, and Super, and it runs in real time on a Jetson Thor board bolted to the robot itself. Cochrane recalls his dad owning one of those Jetson boards, and he asks anyone working in robotics to explain how the throughput figures fit together. However, he closes on an open question: where did 348 million videos actually come from? For deeper detail, he points listeners to the source article and to NVIDIA researcher Jim Fan. Sponsor: GoDaddy Economy hosting $6.99/month, WordPress hosting $12.99/month, domains $11.99. Website builder trial available. Use codes at geeknewscentral.com/godaddy to support the show. Perseverance Closes In on the Off-World Driving Record Ars Technica reports that NASA’s Perseverance rover is about to take the record for most distance driven on another world. The mark sits at roughly 28 miles, set by NASA’s own Opportunity rover across more than fourteen years before it went quiet in 2018. As Cochrane works out on air, that averages about two miles a year. Perseverance will pass it in roughly five years instead. The difference is a navigation system called AutoNav. Since a radio signal takes several minutes to reach Mars, earlier rovers crept along pre-plotted routes and stopped every half meter to think. Perseverance carries a second computer dedicated to processing what its cameras see, so it plans while the wheels keep turning. Consequently, about ninety percent of its driving is autonomous, against roughly ten percent for Curiosity, and it averages around 110 meters an hour rather than 15 to 18. Cochrane notes researchers finding the rover at planned sites days ahead of schedule, and he wonders aloud whether world action models might drive the next one. A SpaceX Rocket Stage Slammed Into the Moon Next, Smithsonian Magazine covered the Falcon 9 upper stage that struck the Moon on August 5. That stage flew back in January 2025, carrying Firefly’s Blue Ghost and ispace’s Resilience landers, and it was never meant to end up there. SpaceX’s Julianna Scheiman says a mixture of solar activity and gravity nudged the derelict onto a lunar path after nineteen months adrift. Four tonnes of dead hardware arrived at about 5,400 miles per hour. Nobody watched it happen, and the reason is a nice bit of physics. It struck sunlit ground near a crater called Einstein, and no impact flash has ever been detected on the lit part of the Moon. However, the instruments caught the aftermath. South Korea’s Danuri orbiter imaged a dark new mark, while the European Southern Observatory’s Very Large Telescope picked up sodium and lithium in the plume, the lithium possibly shed by the rocket itself. Astrophysicist Jonathan McDowell quipped that he has “Sir Isaac Newton’s personal assurance that it did indeed hit the moon,” while planetary scientist Hannah Sargeant warns against making a habit of it. Cochrane points out the Apollo landing sites are still sitting up there. Anthropic Reworks Claude Fable 5’s Biology Safeguards Anthropic published a post on how Claude Fable 5 handles biology questions, and the bind is genuine. Biology is the textbook dual-use problem, since the knowledge behind reading your own lab results also helps someone build a weapon. Rather than refusing outright, a classifier watches for risky requests and quietly reroutes them to Claude Opus 5, a capable model without Fable 5’s biological depth. Anthropic calls that mechanism a fallback. The trouble was how often it fired on people doing nothing wrong. This update cut biology-related fallbacks by roughly 85 percent in Anthropic’s own testing, with expected overall drops of 67 percent on Claude.ai and 55 percent on Cowork. Genuinely dual-use territory still trips it, and Anthropic names virology, toxicology, and molecular design. Cochrane hit the old behavior himself and found it irritating, so he welcomes the refinement. Even so, he would rather see a false positive than a model helping someone produce a virus. Five Builders Put Gemini Omni Through Its Paces Google highlighted five builders working with Gemini Omni. Omni is a model rather than an app, and it generates video from text, images, other video, or audio, while also editing footage you already have. Google claims it “combines an intuitive understanding of physics with Gemini’s real-world knowledge,” citing gravity, kinetic energy, and fluid dynamics. As Cochrane observes, that is the same bet NVIDIA is making with robots, only pointed at video generation instead. He also flags a naming collision worth knowing about. NVIDIA calls its architecture an omni-model while Google’s product is simply Omni, two different things landing in the same week. Additionally, he encourages listeners to watch the demos, though he still senses a disconnect in AI-generated video and concedes that knowing its origin may color the impression. Gemini Wants to Plan Your Vacation Another Gemini piece, a how-to on trip planning, drew Cochrane’s sharpest take of the night. Gemini plugs straight into Google Maps, Flights, and Hotels, pulling live locations, reviews, and prices to build an itinerary. Switch on a feature called Personal Intelligence, and it reads across your Google apps, turning a messy trip-planning email chain into a clean master plan. Clever, but he calls it extremely concerning. Once these become services, he expects partnerships to quietly push particular hotels, restaurants, resorts, and destinations onto users. Notably, Google’s post never explains how any of it gets ranked, and the words sponsored, ad, affiliate, commission, and paid never appear once. There is no disclosure of a commercial arrangement, and no denial of one either. Meanwhile the post hands readers off to Viator to book tours without describing that relationship at all. Cochrane suspects the real effect shows up slowly, in the shape of small businesses continuing to disappear. The Senate Blocks a Rule on Who Controls Research Money Science reports that the Senate passed a temporary spending bill in the early hours of Saturday the 8th. The Senate’s version carries a one-paragraph rider the House version lacks, and that rider stops the White House Office of Management and Budget from finalizing a set of proposed rules. OMB builds the president’s budget, clears agency regulations, and controls how approved money actually reaches agencies. The bill itself is a stopgap, which prevents a shutdown without settling anything. The rules reach every organization that takes federal money, a pot of roughly $1.1 trillion across 41 agencies, about $150 billion of it research grants. They would let political appointees second-guess which grants get funded, allow awarded grants to be pulled when the work does not match presidential priorities, and put several countries off limits for research partnerships, China first among them. Senator Susan Collins pushed the block through after telling OMB director Russell Vought the proposal was deeply flawed, noting nearly 500,000 public comments, the vast majority opposed. However, the 90-6 vote is not law. Both chambers are on recess. Vought reportedly said the rule would not have been finalized before December anyway, and the block only lasts as long as the stopgap, which expires December 11. The Danube Falls to a Record Low ESA published a pair of Copernicus Sentinel-2 satellite images showing the same bend of the Danube, 45 kilometers upstream of Budapest, photographed a year apart. Cochrane calls the before-and-after shocking, going from green to brown completely. Wire reports put the Budapest gauge near 10 centimeters at the start of the month, about four inches of water, against a previous record of 33 centimeters set in 2018. The knock-on effects arrived fast. Budapest ran short on both power and drinking water, while the shrinking flow concentrated pollution in what remained. Romania hit record lows on its own stretch as well. Cochrane hopes the recovery is already underway. What a Heatwave Actually Does to the Power Grid That river story runs directly into a Carbon Brief factcheck. Nuclear plants cool themselves with river water, so when the Danube dropped, plants in Hungary and Romania throttled back and pulled roughly 2.5 gigawatts off the grid. Romania declared a state of alert in its energy sector, and its navy reportedly used explosives to steer more water toward a plant intake. Carbon Brief then walked through what heatwaves do to each way of making electricity. Nuclear loses efficiency when the cooling water is already warm, though its shutdowns are mostly regulatory rather than mechanical. Gas turbines pull in less air because hot air is thinner, costing capacity. Wind falls off hardest, since a heatwave is a big stalled dome of high pressure and nearly still air. Solar is the surprise: cells genuinely do get less efficient as they heat up, yet total output climbs anyway, with UK solar up 46 percent during a four-day June heatwave against the week before. Butterflies Are on the Move Everywhere A new study in Nature Ecology and Evolution covered 1,758 butterfly species, roughly one in ten of every species we have named. The team pulled 6,182 records from 105 countries, reading non-English research alongside 68 expert write-ups. Four out of five species pushed into new territory, and about 79 percent of the logged shifts traced back to climate change and extreme weather. Separately, 27 percent saw their range shrink somewhere, and 22 percent moved up or down a mountain slope chasing cooler air. That sounds like good news, and it really is not. Expansion means a boundary moved, not that butterflies are thriving, since a species can push its northern edge forward while its southern edge quietly collapses. Lead author Shawan Chowdhury says the shifts turn up on every continent where butterflies occur. Additionally, monitoring gaps leave Central Africa, Southeast Asia, New Guinea, and the Amazon Basin barely counted at all. Cochrane recalls hearing years ago that butterflies were disappearing in Hawaii, and he invites listeners spotting unfamiliar species locally to contribute what they see. Primates Make Friends Across Species Cochrane called this one a fun find. A study in the journal Primates, led by Cyril Grueter at Oxford, gathered 427 documented cases going back to the 1970s across 88 primate species and 127 partner species. Play and grooming dominated at 139 and 136 cases, alongside carrying, huddling, food sharing, and even adoption. Primates usually started the interactions themselves, with juveniles playing most, adult females handling grooming and caregiving, and adult males least likely to join in. The examples are remarkable. Japanese macaques on the island of Yakushima groom sika deer and climb on their backs, a silverback gorilla cradled a tiny wild bushbaby, and wild capuchins in Brazil adopted an infant marmoset in a bond that held for weeks. However, Grueter rejects the pet-keeping headline and prefers the hedged term proto-pet keeping. The actual claim is smaller and more interesting: curiosity, tolerance, caregiving, and play have roots running far deeper than humans do. iFixit Tells Apple to Unlock the iPad Finally, an opinion piece from Charlie Sorrel at iFixit struck a chord. This fall, iPadOS 27 drops support for a batch of older iPads, including the 8th-generation iPad, the third-generation Air, the fifth-generation mini, and the first-generation iPad Pros. Cochrane owns one of those Pros and reports it still works fine. Those devices will not break, but they stop getting OS and security updates until apps abandon them and the battery gives out. The obvious second life is Linux, except the bootloader stays locked. Apple’s iBoot will not load anything else, unlike a Mac, a PC, or most Android phones. Sorrel argues it “should be a user choice, not a vendor choice,” and Cochrane agrees flatly. You own the device, so why does Apple decide what runs on it? He compares the situation to jailbreaking, and he suspects most consumers have never pushed back simply because it never occurs to them. Nevertheless, he hopes an unlock eventually breathes new life into hardware that still works perfectly well. Cochrane wraps with housekeeping: become a GNC Insider at geeknewscentral.com/insider, email geeknews@gmail.com, subscribe to the newsletter, and grab a modern podcast app at podcastapps.com. He thanks GoDaddy for over twenty years of keeping the show on the air, and he signs off wishing listeners a wonderful evening. The post The Robot That Imagines First #1872 appeared first on Geek News Central.

n this episode of Unfiltered Waters, Olympic medalist Elizabeth Beisel steps in as guest host alongside Todd Anderson while Katie Hoff Anderson is a week out from giving birth. Together they sit down with Olympic champion and world record holder Gretchen Walsh for a wide-ranging conversation recorded just days before the 2026 Pan Pacific Championships. Fresh off a summer of international racing and her first season as a full-time professional, Gretchen opens up about what success actually looks like when you've already won almost everything, and about the one world record she can't stop thinking about.Gretchen breaks down where her head is heading into Pan Pacs, why relays mean more to her than any individual event right now, and what it's been like to chase Sarah Sjöström's last standing world record while sitting just hundredths away. She also talks candidly about the back injury that reshaped her spring training, what pulling butterfly for weeks accidentally unlocked in her stroke, and why the weight room, power cleans and snatches and all, became the single biggest change in her career. Todd digs into the recovery side too: sleep, nasal strips, and the surgery she's putting off until she's done swimming.Along the way, the conversation goes places most swim interviews don't: speaking Mandarin at a middle school assembly in China, Google Translating with Japanese swimmers in the back of an Uber in Paris, the city she'd move to tomorrow, and a first trip to the ESPYS that put her in the same room as Simone Biles, Ilona Maher, Mikaela Shiffrin, and Eileen Gu. She's honest about feeling out of place there, and about what it means that being famous in swimming is a different thing entirely.Gretchen also reflects on life after the NCAA: missing the team aspect she built her identity around at UVA, why she now calls Team USA her team, and how she sees herself as a bridge between the veterans and the rookies on a roster building toward LA 2028. It's a conversation two former national teamers are uniquely positioned to have with her.Whether you're a sprinter chasing your own breakthrough or you just want to know what one of the fastest women in history is actually like, this episode delivers. Watch the episode, then head to the comments and let us know: what's the one question you'd ask Gretchen if you had the mic?Subscribe to the show on your favorite podcast platform, and follow us on social media (https://linktr.ee/unfilteredwaters) for clips, bonus content, and updates throughout the week.Note: This conversation was recorded in the days before Pan Pacs and is airing after the meet, so Gretchen's goals and predictions reflect where things stood going in. And an update since we recorded: Katie has had the baby! Mom and baby are both home and healthy.FOLLOW KATIE ON:Instagram: https://www.instagram.com/kthoff7/SUPPORT OUR SPONSORSIM8health.com/discount/unfiltered for 10% offendlesspools.com/unfiltered to unlock $1,000 off#UnfilteredWaters #Swimming #GretchenWalsh #ElizabethBeisel #TeamUSA

Scientific Sense ® by Gill Eapen: Prof. Tristram Kidder is Professor of Anthropology and Environmental Studies at Washington University in St. Louis. His work explores how, when, and to what extent humans have changed climates and especially their environments. Please subscribe to this channel:https://www.youtube.com/c/ScientificSense?sub_confirmation=1

Everyone weaponized trade policy at once this month, and the targets weren't always the obvious ones. Trump's latest tariff threats landed on the EU in retaliation for European fines on tech firms, which makes this a regulatory fight dressed up as a trade fight - and means every EU competition decision is now a potential tariff-triggering event. Add a threatened 100% tariff on generic drugs, and the low-cost end of the US supply chain starts looking fragile. Meanwhile the bill from the Iran war is arriving late but arriving. Strategic reserves are thinning, diesel and jet fuel are tight, and the Houthis are now vowing a maritime blockade on Saudi Arabia, which puts the other oil export route in play alongside Hormuz. The New York Times Peter S. Goodman takes the diesel crisis all the way down to Bangladeshi smallholder farmers who need it to pump water, which is a useful corrective to the European trucking angle. Heat is doing macro damage too: Europe's grids were built for a different climate, and retrofitting Switzerland alone for cooling carries a price tag in the hundreds of billions of francs. Then there's China, which is quietly running the export control playbook it spent five years complaining about. Beijing is tightening controls on outbound investment by companies and citizens, Huawei has engineered its way around US export controls with chip stacking and other workarounds, and the emerging assessment is that China came through the trade war in better shape than most of us assumed. Ardian and Rob get into whether export controls actually do anything beyond forcing innovation, whether the "Chinese model is collapsing" story is analysis or politics, and what it means for an export machine if the rest of the world eventually can't afford to buy. Which leads to Europe. The EU is talking tougher on Chinese overcapacity and subsidies, but China can retaliate faster through rare earths and critical inputs. Brussels keeps signing rules-based agreements - Mercosur, Switzerland, the post-Brexit deal - covering tariffs, services, labour and environmental standards, digital rules and investment protection, while US deals go transactional and bilateral. The awkward part: Europe hasn't actually used any of those agreements against subsidized Chinese manufacturing yet. Plus: TS correspondent Michelle returns from six months inside the Walmart employees subreddit with a report on drone cages in the parking lot, stolen Zebra scanners, and Walmart's two podcasts. There's a global whey protein shortage, a Geneva perch bumper crop, a man who allegedly stole a Sea-Doo in Canada and livestreamed his illegal border crossing, and an Air Canada pilot who spent 17 years in the cockpit without a licence.

#241 - Your life can change in less than two months, and then you're left staring at the silence. Derrik Dyka knows that shock firsthand. After his wife of 24 years is diagnosed with stage four pancreatic cancer, everything moves fast and then stops. Derikk describes freezing, losing his footing, and realizing that without a normal routine to return to, grief can turn into a kind of paralysis.Then his twin sons give him an unexpected assignment: “Go be James Bond.” That challenge kicks off a solo travel reset across Asia, starting with Tokyo, where the crowds somehow feel isolating, and then shifting to the Philippines, where simple warmth from strangers and daily open water swimming bring him back to himself. We talk about why connection matters more than the destination, why traveling alone changes how you relate to the world, and how small risks can open big doors.Derikk also shares the deeper thread he only recognized while writing his memoir, Good Grief Travel: the real journey is curiosity, community, and resilience. From a spontaneous friendship with a swim guide to a surreal night at a rural China birthday party where no one shares a language but everyone shares laughter, his stories make a strong case that healing can be built from tiny human moments. We close with practical ways to participate in life again, from walking daily and calling your people to learning your neighbors' names and setting the table to see who shows up.If this conversation helps, subscribe to the show, share it with someone who needs it, and leave a rating or review so more people can find these stories.To learn more about Derrik and get a copy of his memoir check out goodgrieftravel.com. You can also give him a follow on Instagram @good.grief.travel.To learn more about me and see clips from past, present, and future shows give me a follow on Instagram @humanadventurepod.Want to be a guest on The Human Adventure? Send me a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/journeywithjakeXploreum connects you with authentic wilderness expeditions led by trusted local experts. Browse real adventures, book directly with experienced guides, and get $200 off your first trip using code HumanAdventure2026 at xploreum.io/humanadventure. 

The Mecca Joint Defence Agreement, signed by Pakistan, Saudi Arabia and Turkey, has generated considerable interest on Chinese social media. One commentator described it as a “Sunni NATO,” while other discussions focused on declining United States' influence, Iran as a target, and the implications for India, with some suggesting that New Delhi should be on high alert.----more----Read full article here: https://theprint.in/opinion/eye-on-china/china-mecca-pact-us-west-asia-india/3011805/

año 1421 la gran flota del imperio Ming, que hoy conocemos por China parte 1

Host: Lalo Solorzano and Andy Shiles Guest(s): Ken Roberts and Tatiana Panzardi Published: August 13, 2026 Length: ~35 minutes Presented by: Global Training Center Summary The latest U.S. trade numbers are in—and they reveal an economy being reshaped by artificial intelligence, tariffs, changing supply chains, and new patterns in global commerce. In this quarterly trade update, Lalo Solorzano and Andy Shiles welcome back trade-data expert Ken Roberts, joined by Tatiana Panzardi of WorldCity, to unpack U.S. Census Bureau trade data through the first six months of 2026. The numbers tell a fascinating story. U.S. trade is up, Mexico is firmly positioned as the nation's leading trading partner, and Port Laredo has returned to the top among U.S. trade gateways by value. But perhaps the biggest shift is happening in technology: computer imports have surged as companies pour billions into AI infrastructure and data centers, changing rankings that were historically dominated by oil and automobiles. At the same time, passenger-vehicle imports and exports are feeling the effects of tariffs and changing automotive policy. Beyond the statistics, this episode asks the question that matters to trade professionals and business leaders: What do these numbers mean for your sourcing, markets, contracts, and growth strategy? Main Topic / Discussion U.S. trade is undergoing a structural shift. Ken and Tatiana walk through the latest trade data and explain how AI investment, tariffs, energy, automotive trade, and supply-chain realignment are changing which commodities, countries, and ports dominate U.S. commerce. One of the clearest signals is the extraordinary growth in computer imports. Through the first six months of 2026, the episode reports computer imports at approximately $194.4 billion, compared with roughly $101.4 billion during the same period in 2025. Much of that growth is tied to servers and infrastructure supporting AI data centers. Meanwhile, Mexico remains central to U.S. trade, while Taiwan, Vietnam, South Korea, and other Asian economies are becoming increasingly important within changing global supply chains. The automotive story looks different. Passenger-vehicle imports have declined amid tariffs, while exports to several major markets have also weakened. The discussion explores what that means for specialized automotive ports and for companies navigating higher costs and shifting demand. Ultimately, the hosts bring the data back to business strategy: understanding trade trends can help companies identify new export markets, rethink sourcing, anticipate supply-chain changes, and spot opportunities before competitors do. Key Takeaways • AI is rewriting the U.S. import rankings. Massive investment in servers and data-center infrastructure has pushed computers ahead of categories such as passenger vehicles and oil, illustrating how quickly AI investment is affecting physical trade flows. • Mexico's importance continues to grow. Mexico ranks as the leading U.S. trade partner in the data discussed, including its critical role in both imports and exports, while Port Laredo has again become the nation's leading trade gateway by value. • Supply chains continue shifting away from China. Taiwan, Vietnam, South Korea, and other Asian markets are taking increasingly prominent positions as tariffs, technology investment, and sourcing strategies reshape longstanding trade patterns. • Trade data should be a business-development tool. Importers, exporters, executives, and small-business owners can use commodity, country, and port data to identify growing markets, sourcing opportunities, emerging demand, and potential risks. Resources & Mentions • Global Training Center • USTradeNumbers • Ken Roberts on Forbes Credits Host: Lalo Solorzano Andy Shiles Guest(s): Ken Roberts - LinkedIn Tatiana Panzardi - LinkedIn Producer: Lalo Solorzano

"China und wir" ist der neue China-Podcast der SZ. Eine Stunde am Tag, nur an den letzten drei Tagen der Woche, nur von 20 bis 21 Uhr. So lange dürfen Minderjährige in China Videospiele spielen. Wie der chinesische Staat das kontrolliert und wie er die Gaming-Industrie für sich nutzen will: Die neue Folge von "China und wir".

Your Nebraska Update headlines for today, Aug. 13, include: court hearing about efforts to keep two newly-formed political parties off ballot did not result in decision, independent candidate Mark Cohen has qualified for November ballot in Nebraska's 3rd Congressional District, Nebraska's federal delegation discussed affordability and other issues at Federal Legislative Summit in Ashland, Sen. Pete Ricketts said China is driving negative press about AI and data center development in Nebraska, Ricketts introduced legislation aimed at speeding federal wildfire preparation and response, Nebraska schools are using AI to support teachers and students while education leaders stress it should not replace learning, University of Nebraska Board of Regents will consider several degree cuts Thursday, Omaha's proposed $1.7 billion 2027 budget moved closer to approval.

On Tuesday's Mark Levin Show, the Iranian regime is gearing up for a prolonged showdown with President Trump by keeping their economy functioning just enough to withstand a drawn-out U.S. military campaign. As Gen. Jack Keane says, they think they have the upper hand in the Strait of Hormuz and will become more violent as the midterm elections approach. Keane says using economic levers is good but must also play the military card. But is allowing the regime to stall for time the right play? Why not arm the Iranian people and take out Iran's infrastructure, starting with Kharg Island? This is also playing into the hands of the woke-reich neo-fascist isolationists. By calling for American withdrawal now, they give aid and comfort to the enemy. And letting Iran think they have control over the Strait sends the wrong message to countries like China. What will the U.S. if the Chinese block the South China Sea? Also, why are younger people so drawn to socialism? We've abandoned the great thinkers of the not-so-distant past who explained capitalism and individual freedom: Buckley, Friedman, Sowell. Online influencers are pushing a sort of conservatism-lite, where they call for government intervention and a nationalist, populist form of common-good conservatism. It's actually socialism lite, but younger people don't know that. This is like the old Russian psyop: convince the young to ignore, even condemn, older generations. The young are told they know more than older people, they don't understand what you're doing through. Unfortunately, right now it's working. These pseudo-conservative isolationists sound a lot like Bernie Sanders, Chris Murphy, even Mamdani. Unfortunately, in this day and age, people want to be heard more than they want to learn. Then, Democratic Socialist leader Frances Gill was pressed on the consequences of getting rid of police and prisons. What would happen to rapists, she was asked. Instead of answering the question, Gill said she didn't want to talk "hypotheticals." Well, if a woman is raped, that's not hypothetical: that's real life. What Gill can't say out loud is the real reason DSAs want to eliminate police and prisons: so they can impose their own security services, loyal to their regime. Civil liberties were suspended during COVID in the name of the common good. If DSAs continue to get elected, we know what to expect. Finally, the clown show that is New York: a judge has blocked Mamdani's pied-a'-terre tax after NYC homeowners sued. Here's a guy who's never run a hot dog stand who thinks taxing rich people who provide jobs is a good idea. President Trump ripped Mamdani and NY Governor Kathy Hochul, calling this "amateur hour" and dangerous "experiment" that will destroy what was once a great City and State. Trump pledged to have the federal government look for a way to avert this "disaster." Learn more about your ad choices. Visit podcastchoices.com/adchoices

Veronique de Rugy critiques the Trump administration's shift toward "socialism on the right," evidenced by the government taking ownership stakes in private companies like Intel. Often justified by national security, these interventions mirror European state-owned enterprise models that historically burden taxpayers and distort market competition. De Rugy argues that such moves make private companies hostage to government dictates, such as labor or diversity requirements. By adopting policies championed by far-left senators like Bernie Sanders, the administration risks damaging long-term economic efficiency and creating a "state enterprise" system similar to China's. (6)

Gregory Copley evaluates the new "Mecca Joint Defense Agreement" between Saudi Arabia, Turkey, and Pakistan, which aims to counter Iranian influence despite mutual distrust among the members. The discussion also explores the massive transformation of global trade routes, including China's "Ice Silk Road" through the Arctic and Russia's International North-South Transport Corridor. Copley notes that these routes aim to bypass vulnerable maritime choke points like the Suez Canal and the Strait of Hormuz. Finally, he provides a report on King Charles III's summer activities and public engagements in Scotland. (5)

TABLE OF CONTENTS, JOHN BATCHELOR SHOW, 8-11-2-26Mary Kissel discusses North Korea's transformation into a critical military supplier for Russia's war in Ukraine, providing ballistic missiles and thousands of combat troops. This collaboration integrates Pyongyang into an "axis of tyranny" alongside Moscow, Beijing, and Tehran to challenge the West and NATO. Kissel notes that the Kim regime's involvement stems from a desire for cash, a need to demonstrate missile capabilities, and a shared goal of weakening U.S.global influence. This development highlights the long-term failure of U.S. diplomacy to prevent North Korean nuclear proliferation and serves as a warning regarding Iran. (1)Jonathan Schanzer addresses the mysterious absence of Iran's Supreme Leader and the resulting tightening grip of the IRGC on the government. The regime is characterized as sclerotic, relying on aging hardliners with "blood on their hands" to maintain power. Meanwhile, the Houthis have escalated attacks in the Red Sea, targeting Saudi infrastructure and shipping ports like Mocha and Jazan. Schanzer argues this is a strategic move by Iran to shut down trade on both sides of the Arabian Peninsula, exploiting a lack of unity between competitive regional powers like Saudi Arabia and the UAE. (2)Liz Peek analyzes the surprisingly vigorous U.S. economy, where consumer spending and small business optimism remain high despite elevated oil prices and stagnant job growth. While the Fed weighs interest rate hikes to curb inflation, a "wealth effect" from the stock market continues to buoy the economy. Politically, Peek highlights a "civil war" within the Democratic Party, where "revolutionary" candidates aligned with the Democratic Socialists of America (DSA) are challenging the establishment in key swing states like Michigan and Wisconsin. These far-left candidates struggle with electability among moderate voters in general elections. (3)Joseph Sternberg observes that the current midterm cycle has become an "election about nothing," with both parties failing to articulate clear policy agendas. He argues that Congress has outsourced its constitutional authority to the executive branch and regulatory agencies, losing the habit of legislating. This vacuum is being filled by "celebrity influencers" from the MAGA and DSA factions who prioritize social media attention over governing. Consequently, critical issues like Social Security reform and fiscal reality are being ignored until an inevitable crisis forces congressional action. (4)Gregory Copley evaluates the new "Mecca Joint Defense Agreement" between Saudi Arabia, Turkey, and Pakistan, which aims to counter Iranian influence despite mutual distrust among the members. The discussion also explores the massive transformation of global trade routes, including China's "Ice Silk Road" through the Arctic and Russia's International North-South Transport Corridor. Copley notes that these routes aim to bypass vulnerable maritime choke points like the Suez Canal and the Strait of Hormuz. Finally, he provides a report on King Charles III's summer activities and public engagements in Scotland. (5)Veronique de Rugy critiques the Trump administration's shift toward "socialism on the right," evidenced by the government taking ownership stakes in private companies like Intel. Often justified by national security, these interventions mirror European state-owned enterprise models that historically burden taxpayers and distort market competition. De Rugy argues that such moves make private companies hostage to government dictates, such as labor or diversity requirements. By adopting policies championed by far-left senators like Bernie Sanders, the administration risks damaging long-term economic efficiency and creating a "state enterprise" system similar to China's. (6)Ahmad Sharawi explains that Russia has secured its military foothold in Syria through a new memorandum of understanding with the Al-Shara government. Russia will maintain access to vital maritime and aerial bases for its operations in the Mediterranean and Africa, while Syria remains dependent on Russian grain and energy. Sharawi notes that the U.S. appears to be losing diplomatic leverage by removing sanctions without obtaining counterterrorism concessions or progress in neutralizing ISIS. The new Syrian administration is successfully playing major powers against each other to maintain domestic stability and maximize international benefits. (7)Samuel Ben-Ur and Bill Roggio discuss the "Board of Peace" plan for post-war Gaza, which proposes a civilian Palestinian government overseen by international forces. A significant impasse remains: Israel refuses to withdraw until Hamas is disarmed, while Hamas has endorsed the plan, likely hoping its allies—Turkey and Qatar—will oversee the verification process. The discussion reveals that Gaza's tunnel network is more extensive than previously believed, with only 40–50% cleared after years of war. One proposed solution to prevent Hamas from regrouping is filling the remaining tunnels with cement. (8)Thaddeus McCotter analyzes the Michigan Senate race between Mike Rogers and Abdul El-Sayed, a Rhodes Scholar supported by the far-left DSA. El-Sayed's primary victory over the Democratic establishment highlights the growing influence of "woke" ideology in college towns. While El-Sayed attempts to pivot to the center for the general election, his lack of a public voting record makes his true agenda difficult to pin down. McCotter suggests the race will test whether voters will reject the "Jacobin" manifestations of cancel culture and extreme progressive policies in favor of a more traditional candidate. (9)All nine files this time, with Gregory Copley in place at (5).

Charles-Henry Monchau joins Alan Dunne to discuss how geopolitics, artificial intelligence and structural economic shifts are reshaping global investing. They explore the AI supercycle, the changing balance between the US, China and Europe, sovereign debt, inflation, commodities and the future of asset allocation. Charles explains why investors should focus on long-term structural themes rather than short-term market noise and why the biggest opportunities may lie beyond the current AI infrastructure boom. The conversation also examines Europe's competitiveness, China's innovation strategy and the risks that could define the next phase of the investment cycle.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Charles on LinkedIn.Episode TimeStamps: 00:00 - Charles-Henry Monchau's path into investing03:49 - The new geopolitical order and global investing09:02 - Is artificial intelligence inflationary or deflationary?12:49 - The AI CapEx supercycle and future market winners18:41 - Are markets in an earnings bubble?21:27 - Capital spending, debt issuance and market liquidity25:22 - Sovereign debt and the future of asset allocation28:13 - Gold, fiscal dominance and reserve currencies32:27 - Kevin Warsh and the future of the Federal Reserve40:36 - China's innovation strategy and investment outlook43:49 - Building portfolios around AI winners and losers48:12 - Commodities, biotech and defense opportunities51:10 - Can Europe remain competitive?57:23 - The biggest risks facing investors today58:45 - Career advice for the next generation of investorsCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms:➤ Apple: https://EVne.ws/apple➤ YouTube Music: https://EVne.ws/youtubemusic➤ Spotify: https://EVne.ws/spotify➤ TuneIn: https://EVne.ws/tunein➤ iHeart: https://EVne.ws/iheart BYD LAUNCHES 2027 SEAL 06 FROM $14,800 https://evne.ws/5v0h3 CHINA'S JULY NEV RETAIL SHARE REACHES 65.1%, SALES DOWN 3.9% https://evne.ws/sbwag LEAPMOTOR PRICES A05 FROM $9,500 / £7,000 https://evne.ws/1j7ba FANG CHENG BAO REVEALS TI 9 SIX-SEAT PLUG-IN HYBRID SUV https://evne.ws/dcecp VOLKSWAGEN OPENS ID. ERA 5S PRE-SALES FROM 119,900 YUAN  https://evne.ws/e62b9 XPENG OPENS G9L PREORDERS  https://evne.ws/iupwg TEARDOWN PUTS XIAOMI SU7'S CATL CELL AT 175.7 WH/KG https://evne.ws/a0hm8 GM ENDS CHEVROLET NEW-CAR SALES IN CHINA https://evne.ws/nae40

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms:➤ Apple: https://EVne.ws/apple➤ YouTube Music: https://EVne.ws/youtubemusic➤ Spotify: https://EVne.ws/spotify➤ TuneIn: https://EVne.ws/tunein➤ iHeart: https://EVne.ws/iheart BYD CONVERTS SHANGHAI PETROL STATION INTO 1500KW CHARGING HUB https://evne.ws/605o5 CATL'S NING SERVICE LAUNCHES $150 MILLION SUBSIDY https://evne.ws/ynvdo GM AND SAIC EXTEND CHINA JOINT VENTURE BY 20 YEARS https://evne.ws/881j6 CHANGAN'S AVATR 07L LAUNCHES WITH 955 HP TRI-MOTOR OPTION https://evne.ws/d9kj4 CHINA ENDS LITHIUM BATTERY TAX BREAK FOR E-BIKES https://evne.ws/sno1z CHINA DEREGISTERED 7,632 EV-RELATED COMPANIES IN FIRST HALF OF 2026 https://evne.ws/08mqw CHINA RAISES NEV DURABILITY ROAD TEST TO 30,000 KILOMETRES (18,641 MILES) https://evne.ws/9rkbo NON-CHINA EV SALES REACH 4.6M IN H1 2026, UP 30.3% https://evne.ws/i7y82

Live August 12, 2026 | Yaron Brook ShowPrimaries; Mail votes; Immigration; Iran; China; Jones Act; Inflation; MAGA Media | Yaron Brook Show#democrates #dsa #maga #IranWar #StraitOfHormuz #Capitalism #ObjectivismToday #ForeignPolicy #FreeMarkets #AynRandLike this episode?Subscribe, share it with friends, and become a Patreon supporter to access monthly AMAs, exclusive content, and commercial-free audio.The Yaron Brook Show is Sponsored by[The Ayn Rand Institute](https://www.aynrand.org/starthere)[Energy Talking Points, featuring AlexAI, by Alex Epstein](https://alexepstein.substack.com/)[Express VPN](https://www.expressvpn.com/yaron)[Hendershott Wealth Management](https://www.youtube.com/watch?v=X4lfC...) &(https://hendershottwealth.com/ybs/)[Michael Williams & The Defenders of Capitalism Project](https://www.DefendersOfCapitalism.com)[Support the Show]( / yaronbrookshow )[Sponsor the Show](askyaron@yaronbrookshow.com/)[One-time donation](https://bit.ly/2RZOyJJ)Join the [Yaron Brook Show YouTube channel]( / @yaronbrook )Like what you hear? Like, share, and subscribe to stay updated on new videos and help promote the [Yaron Brook Show](https://bit.ly/3ztPxTx)Continue the discussion by following Yaron on [Twitter](https://bit.ly/3iMGl6z) and [Facebook](https://bit.ly/3vvWDDC )Want to learn more about Ayn Rand and Objectivism? Visit the [Ayn Rand Institute](https://bit.ly/35qoEC3)Become a supporter of this podcast: https://www.spreaker.com/podcast/yaron-brook-show--3276901/support.Yaron is the executive chairman of the Ayn Rand Institute and a world class speaker. He is the coauthor of the national best-seller Free Market Revolution: How Ayn Rand's Ideas Can End Big Government, Equal is Unfair: America's Misguided Fight Against Income Inequality and In Pursuit of Wealth: The Moral Case for Finance. He speaks around the world on a variety of topics including the morality of capitalism, Ayn Rand and her philosophy, finance and economics, and the value of inequality.

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Plus: The AI rally is back after Coreweave shares jump off-hours on bumper profits.  But the AI-buildout is hurting some companies' bottom line, with China's biggest company ending its double-digit earnings streak. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

NEW HIGHS!!! Shaking off the bad stuff. In the midst of earnings season – peak was last week. Let’s Look at the Fear and Greed Index. Unemployment numbers are out (Something for everyone)   PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Let's Look at the Fear and Greed Index - Unemployment numbers are out (Something for everyone) - CPI Data out tomorrow then PPI Thursday Markets - NEW HIGHS!!! Shaking off the bad stuff - In the midst of earnings season - peak was last week - OIL - Rebounding on NO DEAL (what a surprise) NO Agenda / DHUnplugged Meet-Up  - Follow Up (8-8-2026) Starting off with Fear and Greed - Check this out: FEAR AND GREED INDICATOR CPI Thoughts - July CPI is expected to ease to 3.4% from a year earlier, with core inflation forecast near 2.5%. - The probability of a September Fed rate increase has moved back toward 48% as oil rebounded and several policymakers continued to emphasize inflation risks. - A soft reading would support bonds, technology and precious metals. A hot reading would revive stagflation concerns by combining weaker hiring with renewed price pressure. Tariffs Return Under New Authority - New tariffs of 10% to 12.5% cover imports from 60 trading partners. - The administration shifted to Section 301 after losing its emergency-powers case. - Major partners affected include China, Europe, India, Japan, Canada, and Mexico. - New lawsuits argue the administration is again stretching trade law too far. - 25 States are suing on this .... Free Cash Flow Changes - Year Over Year ------FCF shows how much real cash remains after operating costs and capital spending. Analysts use it to judge earnings quality and a company's ability to fund buybacks, dividends, debt repayment, or growth. - Apple: up about $7.5 billion, or 31%. - Microsoft: down about $6.0 billion, or 23%. - Meta: down about $7.8 billion, or 91%. - Amazon: deteriorated about $25.8 billion, from positive $18.2 billion to negative $7.6 billion. - Alphabet: down $11.2 billion, swinging from positive $5.3 billion to negative $5.9 billion. - Tesla: down $1.24 billion, swinging from positive $146 million to negative $1.09 billion. - Intel: adjusted free cash flow worsened by $7.37 billion, from negative $1.05 billion to negative $8.42 billion. - Nvidia: up $22.4 billion, or 86%, from $26.1 billion to $48.6 billion. Jobs Report - Labor Market Cracks - July payrolls fell 23,000 versus expectations for about 80,000 gains. - May and June were revised down by a combined 103,000 jobs. - Unemployment fell to 4.1%, but labor-force participation dropped to 61.4%. - Weak report pushed yields and the dollar lower. China Trade - Export Machine Keeps Running - July exports jumped 23.9% year over year; imports rose 27.5%. - China posted another huge $112.5 billion trade surplus. - Semiconductor and high-tech exports were major growth drivers. SoftBank - Intel Saves the Quarter - SoftBank posted about $2.2 billion in quarterly profit, well above expectations. - A large gain on its Intel investment was a major driver. - ByteDance also added investment gains. - SoftBank continues aggressively funding AI and OpenAI-related investments. (Masayoshi Son will never stop pumping)     Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Paul Kedrosky is an investor, analyst, and writer who studies technology, markets, and the forces shaping the global economy. Kedrosky joins Big Technology Podcast to discuss why he believes the historic surge in AI infrastructure spending has created a bubble that could soon unravel. Tune in to hear why rapidly falling token prices, constant hardware upgrades, and increasingly debt-funded data centers may make it extraordinarily difficult for investors to earn adequate returns. We also cover whether OpenAI and Anthropic can move up the software stack, what might cause the investment cycle to collapse, China's competing approach, and what AI could look like after the bubble bursts. Hit play for a clear-eyed debate about whether transformative technology can still produce a disastrous investment cycle. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Watch the full documentary here: https://www.gravitee.io/ai-agent-documentary Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Stop online threats before they become real-world attacks. Visit ironwall.com/BIGTECHNOLOGY and request a free Risk Assessment to see exactly how exposed your executives are. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this special DanceSpeak x No Starving Artists crossover episode, we sit down with Moncell Durden for a candid conversation about the International Dance League and some of the bigger questions its inception brings to the dance community. Through Moncell's perspective, we dig into what dancers can consider when new professional opportunities emerge, from sustainability and understanding contracts to asking better questions before signing on the dotted line. This isn't legal advice, but rather an invitation for dancers to think critically, stay curious, and better understand the opportunities in front of them. A thoughtful conversation about IDL that ultimately asks a bigger question: how can dancers become more informed participants in their own careers? Stay tuned and subscribe, as this is the first in a series! Learn more about the No Starving Artists Podcast https://nsadance.com/ Learn more about Moncell https://www.moncelldurden.com/

The Year of the Trojan Fire Horse: China's imbalanced economy and unrelenting mercantilism While there's plenty of evidence to support Stephen Roach's thesis of unsustainable imbalances in China's economy, China is living up to anthropomorphic characteristics of this year's zodiac, the Fire Horse, in at least one regard: bold moves, self-reliance, speed, action and innovation in the energy transition. Watch the video

Today, an emphasis on the importance of this US July CPI hurdle today and different scenarios based on what the data shows, all while emphasizing that geopolitics and the crude oil price are a very important independent variable as well. Also, a look at more AI hardware companies reporting yesterday and the market reception of those earnings reports as well as the next batch of AI-adjacent companies reporting today. Some quality links discussed in today's podcast as well on everything from Fed communication policy to the risks from AI replacing search. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Mike Green is striking out on a new adventure, one that will eye opportunities in the inefficiencies created by increasingly dominant passive flows. Michael McNair responds to a Stephen Roach substack article on China's Deepening Japan Problem.   Michael Every's latest Global Daily from Rabobank, with some great comments and sub-links Canada's The Walrus with a great piece discussed on today's pod, outlining the risks to the entire quality of the internet as AI results replace Google search. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Welcome back to the show. If you're a Christian woman who feels like you're not qualified for what's in front of you, whether that's a health struggle, a calling, or just getting through today, this episode is for you. I recently learned about missionary Gladys Aylward through our homeschool curriculum, and her story stopped me in my tracks. She was rejected. She faced trial after trial. And she kept going back anyway, because serving was the desire God had placed in her heart. In this episode, I walk through her story and connect it to two truths I've been holding onto: God goes with us through our trials, and He gives us the desires of our hearts when we delight in Him. If you're in a season of exhaustion, whether physical, emotional, or spiritual, and you're looking for a faith-based lens to make sense of it, this one's for you. Rejected, But Not Finished Gladys Aylward wasn't the "qualified" candidate. A missionary society turned her down. Instead of giving up, she cleaned houses to save money for a one-way train ticket to China. Her journey was interrupted by war, arrest, and danger before she even arrived. She kept going anyway. Trial After Trial in China Once in China, Gladys took over an inn, became a foot inspector during the era of foot binding, and stopped a prison riot, all while sharing the gospel. She began adopting children, eventually caring for 94 of them during the Japanese invasion of China in World War II. She led those children on a two-week journey on foot across the mountains to safety, with none of them falling sick or dying along the way. Where Faith and Endurance Meet Holistic Health What strikes me most about her story isn't that she avoided hardship. It's that God stayed present with her through every bit of it. That's a pattern I see in the women I work with too: healing rarely means the trial disappears. It means learning to walk through it with your body, mind, and faith aligned instead of working against each other. Two Scriptures Worth Sitting With Joshua 1:9 reminds us that God commands us to be strong and courageous because He is with us wherever we go. Psalm 37:4 reminds us that when we delight ourselves in the Lord, He gives us the desires of our hearts. Gladys's life is a picture of both: she was never spared hardship, but she was never without God's presence in it, and her God-given desire to serve carried her through it. Time-Stamped Highlights 00:00 – Introduction: feeling unqualified and going anyway 00:25 – How the podcast host discovered Gladys Aylward's story through homeschool curriculum 00:53 – Rejected by a missionary society, then saving for a one-way ticket to China 01:22 – War, arrest, and danger on the journey to China 02:20 – Taking over the inn and becoming a foot inspector 03:49 – Stopping a prison riot 04:47 – Adopting children during the Japanese invasion 06:14 – Leading 94 children on foot across the mountains 09:33 – Reflecting on Joshua 1:9 10:03 – Reflecting on Psalm 37:4 and the desires of our hearts 11:55 – Trusting that God withholds nothing good from us (Romans 8:28) Key Takeaways Feeling unqualified isn't a disqualifier. God works through willing hearts, not perfect résumés. Trials don't mean God has left. Scripture promises His presence through them, not exemption from them. The desires God places in your heart are worth paying attention to, even when the path to them is hard. True endurance, whether in faith, health, or calling, comes from staying aligned with God rather than gritting through alone. Healing and growth are rarely instant. They're a process worth walking through with support, not in isolation. Your Next Step, If You're Ready If you're a Christian woman who's exhausted, maybe you feel dismissed by conventional medicine, and you're ready to get to the root cause instead of just managing symptoms, I'd love to talk with you. As an RN with a background inside the pharmaceutical industry, I help women approach exhaustion and autoimmune struggles through a whole-person, faith-rooted approach to holistic health. I'm currently offering a free 15-minute Introductory Call. If you're ready to stop waiting and take a real next step, book your call at herholistichealing.com/call. I don't know how long I'll be offering these calls, so if you're interested, I'd encourage you to grab a spot soon.

– World News Briefing– Persecution in China– Falun Dafa Practitioners in Germany Raise Awareness of the Persecution Far and Wide– Visitors Learn About Falun Dafa at Lake Ontario Community To provide feedback on this podcast, please email us at feedback@minghuiradio.org

One of the most spectacular solar eclipses the UK has seen for decades is taking place this evening. The extraordinary celestial event will see the Moon move across the face of the Sun, creating a partial solar eclipse across the UK. Dr Becky Smethurst, an astrophysicist at the University of Oxford, and Zara Gray, an amateur eclipse chaser discuss the phenomenon.There are now 30 million more men than women in China due to China's one-child policy and that has led to many single men desperate to find a wife. But desperation can also make people vulnerable to exploitation. The authorities in China are warning of a rise in marriage fraud as scammers target those single men. Nuala is joined by the BBC China Correspondent Laura Bicker and Times columnist and author of the Chinese Whispers Substack Cindy Yu Britain's star athlete Keely Hodgkinson is competing in the women's 800m at the European Athletics Championships in Birmingham. She is in the semi-finals tomorrow, with the final taking place on Friday. Team GB are hoping for gold. It has been called the race of the year, but the record has remained unbroken for 43 years despite huge advances in training, nutrition and technology. BBC sports journalist Emma Middleton explains more.Women climbers have defied altitude, expectations and convention. Journalist and author Rosemary J. Brown joins Nuala to discuss her new book, Moving Mountains, which uncovers the extraordinary stories of pioneering female mountaineers and the peaks named in their honour.When Dr Amanda Cole found out she had Tourette syndrome in her twenties, she thought it would destroy her life. Now a professor of sociolinguistics at the University of Cambridge, she is the subject of a new BBC documentary about her experiences with the neurological condition. Having previously kept her Tourette syndrome hidden, Dr Cole joins Nuala to discuss sharing her diagnosis with students at Cambridge and how being diagnosed has influenced both her personal and professional life.Presenter: Nuala McGovern Producer: Dianne McGregor

Daniel Muñoz y el equipo de La Mañana repasan las noticias centradas en el aval de Defensa a la fábrica china y la tensión política por el ático.

Scaling globally without losing the core identity and product quality that built early brand loyalty remains one of retail's hardest execution challenges. In this episode of the Global Lens podcast series, host Lavina Suthenthiran speaks with Ashley Kechter, Global President of Vuori, about the mechanics of international expansion and how brands can scale globally while protecting their core DNA. INSIDE THE EPISODE: - Protecting Brand DNA at Scale: Why successful global rollouts rely on preserving the distinct feeling and lifestyle identity behind the product rather than treating expansion as a purely transactional exercise. - Bridging Performance and Lifestyle: How Vuori builds a defensible category position by designing fabric-first, versatile apparel built to move in and styled for life. - Demand-Led Market Entry: How Vuori leverages digital demand signals across 30+ e-commerce markets to strategically build physical store density and local community relationships in key regions like the UK and China. - Localization Without Dilution: Why tailoring global expansion requires blending local culture, artists, and regional brand partners like Jack Draper and Tom Holland with consistent back-end infrastructure. Listen above to learn how modern activewear brands navigate global growth, protect customer loyalty, and scale international operations without losing their identity. Download the Global Lens Report to access the complete framework for building an agile, future-proof global operating model.

Find us at www.crisisinvesting.com  Find Col. Douglas MacGregor at www.macgregorwarrior.substack.com https://www.youtube.com/@macgregorwarriordiplomacy  and https://nationalconversation.org/ No Existential Threat from China/Russia—America's Real Crisis Is Internal In a wide-ranging discussion, Col. Douglas MacGregor argues there are no existential military threats to the United States from China or Russia, contending the most serious dangers come from instability and organized crime in Mexico and the Caribbean Basin, weakened social cohesion, mass migration, and loss of American identity. He criticizes U.S. and NATO leadership over Ukraine, predicts Russia will ultimately defeat Ukraine, and calls Ukraine a "zombie state," while disputing portrayals of Putin as Hitler. MacGregor says defending U.S. borders and reducing overseas "forward presence" are essential in an age of precision missiles, and warns financial manipulation is postponing an inevitable economic reckoning driven by massive public and private debt. He claims the U.S. government is acting against Americans' interests, describes "Israel first" influence in Washington, and expects renewed action against Iran that could exhaust remaining U.S. capacity, while forecasting major geopolitical realignments in the Middle East. 00:00 Biggest Threats Today 01:40 No Military Existential Threat 04:17 Ukraine War Reality Check 05:34 Putin Hitler Narrative 06:14 Son Visits Russia 08:22 Why Russia Moves Slowly 11:30 Ukraine as Zombie State 12:49 Border Security Focus 15:15 End Expeditionary Warfare 17:33 Demographics and Migration 18:19 Army on the Border 20:30 American Identity Erosion 23:08 Immigration and Prosperity 24:46 Europe Identity Rebound 30:35 Assimilation or Collapse 31:55 Scarcity and Education 40:29 Government Not Ours 41:12 Israel First Policies 45:19 Rural Urban Civil Strife 48:20 Hybrid American Identity 49:20 Executive Power Creep 50:01 Historic Strongmen Examples 52:48 Trump and Donor Control 55:04 Corruption and Cromwell Fix 56:12 Midterms and ICE Backlash 58:10 Scarcity and Revolution Risks 01:00:52 Institutional Decay and Youth 01:05:31 Debt Reckoning and Vacuum 01:10:40 Iran War Paths and Alliances 01:17:02 Gaza as Regional Catalyst 01:18:02 Where to Follow MacGregor 01:19:08 Military Reform and Four Stars 01:24:57 National Conversation Closing

Power leaves its mark on the places that hold it.Across royal palaces, castles, chapels, staircases and private chambers, stories have endured of monarchs, queens, servants, soldiers and courtiers who seem unable to leave the world behind.This episode explores some of the most atmospheric royal hauntings from Britain and beyond, from Anne Boleyn's ghost at the Tower of London, Blickling Hall, Hever Castle and Windsor, to the haunted galleries of Hampton Court Palace, where Jane Seymour, Catherine Howard and Sybil Penn are said to remain.The journey moves through the darker edges of royal history: the Princes in the Tower, the murder of David Rizzio at Holyroodhouse, the restless spirits of Glamis Castle, the Romanov tragedy, the haunted legacy of Versailles, and ghostly accounts connected to palaces in France, Mexico, China, Sweden, Denmark, Russia and Austria.Blending historical storytelling with witness accounts and enduring folklore, this documentary-style episode asks why royal residences so often become places of haunting. Are these apparitions echoes of trauma, glimpses into the past, or something more personal - a final trace of those who lived, ruled, suffered and died behind palace walls?Episode Written by Melissa WestEnjoyed the episode? Subscribe, leave us a rating, and drop a review. It really helps the show reach more listeners. Here's where to find more:Support the show: Patreon (patreon.com/hauntedukpodcast) | Ko-fi (ko-fi.com/hauntedukpodcast)Follow us: Instagram @hauntedukpodcast | TikTok @hauntedukpodcast | X @hauntedukpodWebsite: https://hauntedukpodcast.com/Produced by Pink Flamingo Sound Studio Hosted on Acast. See acast.com/privacy for more information.

Three-time James Beard semifinalist chef Lona Luo has opened a second Lona's Lil Eats location in Kirkwood. Known for her “Asian-soul food,” Luo draws inspiration from her childhood in a hill-tribe village in southwestern China. We talk with the chef about her culinary journey, the story behind her acclaimed restaurant in St. Louis' Fox Park neighborhood and why she decided to expand to Kirkwood.

SUMMARY: In this episode, Aaron and Brandon explore the potential decline of open-source models in AI, discussing market trends, financial challenges, and the future of OSS in the AI landscape.SHOW: 1053SHOW TRANSCRIPT: The Enterprise AI Show #1053 TranscriptSHOW VIDEO: https://youtu.be/-9iwoC5-muESHOW SPONSORS:Nasuni - Activate your data for AI and request a demo Topic: Are we seeing the end of OSS models?Why now? The trend towards fewer and fewer Apache models on the high end.Past: The OSS “rug pull” joke comes to mind: HashiCorp, MongoDB, Redis, Elastic  Present: Governments might jump in: The US Government with Mythos and GPT. Rumors are that China might start to restrict their high-end. Companies:Kimi K3 as an example, 100M users or 20M in revenue. Others that used to be Apache are now closedFuture: Maybe something like a Modified MIT license will likely be the future, as the models now cost millions to produce and the shelf life is measured in weeks to monthsFEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

Primary elections in the US. Mike Lyons, military analyst talks about China and Taiwan. Jury selection begins for ex-gang leader charged with Tupac Shakur's 1996 murder. Trump used elaborate ruse to fly out of Turkey following summit because of Iran threat. Salmonella outbreak linked to jalapeño prompts other food recalls. DiJonai Carrington breaks silence on Sophie Cunningham drama, bringing ‘white privilege' concerns to WNBA. Misuse of FLOCK cameras. 

Artificial intelligence is transforming cyber warfare - and former NSA Director and U.S. Cyber Command Commander Gen. Paul Nakasone says the speed of that transformation demands a new approach to America's defense. In this episode of The Cipher Brief's State Secrets podcast, Suzanne Kelly sits down with Gen. Nakasone to discuss how AI is reshaping offensive and defensive cyber operations - and why increasingly autonomous systems could fundamentally change the role humans play in cyber conflict. They examine China's penetration of U.S. telecommunications and critical infrastructure, cyber threats from Iran, Russia and North Korea, the growing ransomware threat, the race to prepare for quantum computing, and what Ukraine is teaching the world about autonomous warfare.  Gen. Nakasone also explains why America's intelligence capabilities remain a critical competitive advantage, why defending critical infrastructure requires deeper partnerships between government and the private sector, and what national security leaders should be watching now.

Some trips give you great photos. Others teach you a lifelong skill. Welcome to The China Code, where every two weeks we break down a trending Chinese internet buzzword. Today's phrase: 进修式旅行 (jìn xiū shì lǚ xíng). Across China, more travelers are choosing trips built around learning – from making pottery to trying traditional crafts and meeting local artisans. It's called 进修式旅行, or learning-focused travel. Why is this way of traveling becoming so popular? Let's dive in. CONTACT THE TEAM We'd love to hear your feedback or suggestions for future buzzwords! Email: crilearnchinese@gmail.com Facebook: @crilearnchinese TikTok: @takeaway.chinese

Porsche just announced workforce cuts because of dropping sales in China. Every board reads that as an operations problem. It isn't. It's a risk problem — and it's the wrong risk almost every board is looking at. Here's what nobody asks in the boardroom: once a strategy is successfully implemented, what new risk did it just add to the business? Not the risk of getting there. The risk of what you've built once you have. That's the question 99% of boards never answer, because most don't have a way to see it.In this video I walk through how we use Michael, our internal AI, to build a digital clone of a company, plot its actual risk and return position against the efficient frontier, and test what a proposed strategy does to that position before a single dollar moves. I use Porsche as the live example: what happens to their risk profile if they cut back cautiously versus if they fully rebalance toward EV and the Americas. This isn't a theoretical framework. It's portfolio modeling — the same logic that governs a diversified investment portfolio — applied to a company's revenue streams and cost base. Correlated streams add risk. Diversified ones don't. Most executive teams have never plotted their own business this way, which means most boards are approving strategy without knowing if it moves them toward more return for the same risk, or just more risk they haven't priced. If you sit on a board, run a strategy function, or advise one, this is the question you should be asking before the next planning cycle — not after.   Free resource library. Choose the one that fits you: → Business leaders, consultants, and serious operators (strategy, leadership, executive presence): https://specialoffers.firmsconsulting.com/leaders → Authors and online business owners (growing your brand and business): https://specialoffers.firmsconsulting.com/builders Free newsletter for corporate leaders: http://www.firmsconsulting.com/gift Download our resume template: http://www.firmsconsulting.com/resumepdf

 Energy superpower is a fine marketing slogan. In fact, lots of countries have stated their ambition to become the next energy superpower, but oddly, no one spells out what that actually means. Fortunately, there is a rigorous academic definition for energy superpowerhood, which ranks the EU, the U.S., and China as the world's true energy superpowers. All others are pretenders, Canada included, despite its obvious oil and gas resources.  What would it take to become a true energy superpower, and is now strategically the right time to pursue such a game plan? ⚒️ Additional Tools & Resources:

Episode 61 opens with a somber update on the Broad Peak avalanche in Pakistan that killed all ten climbers, including members of Nims Purja's team, on their July 30th summit push.Following the update, Sam and Adrian dig into the episode's real focus: rope fixing, the process that makes the world's biggest mountains climbable.Adrian breaks down the difference between alpine style — climbing a mountain in one unsupported push — and siege style, where teams fix rope from camp to camp so climbers can self-belay on the way up and move quickly on the way down. The practice exploded in scale after the 1996 Everest tragedy, when climbers caught in a whiteout couldn't find their way back to tents just yards away; today, nearly the entire route on Everest, and increasingly all 14 eight-thousanders, is strung with fixed line.He traces how the work gets organized — from the old days of rival companies pooling gear and Sherpa labor, or tossing cash into a pot at Base Camp, to today's more formal systems: China's government-run team on Everest's north side, Nepal's Expedition Operators Association contracting the job out to local companies, and this season's milestone in Pakistan, where an all-Pakistani crew led by Mirzer Ali fixed a new line up Broad Peak's headwall — the first time a major Karakoram peak has been rope-fixed entirely by Pakistani high-altitude workers.Adrian shares his own path into the work, from tunneling through a collapsing cornice on Ama Dablam in the early 2000s to a 2010 rope-fixing day on Everest so calm and untracked he calls it the highlight of his life. He's candid about the risks too: anchors that melt or rip out, old abandoned ropes that fail under body weight, and the 2010 K2 tragedy that killed nine climbers after a serac collapse wiped out the fixed line and left survivors without the gear or skills to downclimb. His takeaway: fixed lines are an extraordinary safety tool, but never one to fully rely on without a backup plan.Follow our podcast on Instagram @duffelshufflepodcast where you can learn more about us and our guests. Visit our website at www.duffelshufflepodcast.com and join our mailing list.The Duffel Shuffle Podcast is supported by Alpenglow Expeditions, an internationally renowned mountain guide service based in Lake Tahoe, California. Visit https://alpenglowexpeditions.com/ or follow @alpenglowexpeditions on Instagram to learn more.

This episode features Mr. Andy Lim, Deputy Director and Fellow with the Korea Chair at the Center for Strategic and International Studies (CSIS). Mr. Lim's research focuses on North Korea, the U.S.-South Korea alliance, inter-Korean relations, and the weaponization of economic interdependence. A graduate of American University, Mr. Lim has been published in Comparative Connections, Foreign Policy, and The Washington Quarterly, and he is the co-author of the new book China's Weaponization of Trade with Victor Cha and Ellen Kim. Mr. Lim speaks to the US-Asia Institute's Program Assistant Olivia Van Hoey about the 2026 Suwon inter-Korean women's soccer match and how sports can be used to create connections between North and South Korea. Support the show

University of Wisconsin-Madison's former Middle Eastern Studies Associate Director Jennifer Loewenstein: Trump Flounders as Iran Takes Initiative in His Reckless and Destabilizing WarJacobin Staff Writer Branko Marcetic: Progressive Democrats' Primary Election Wins Stoke Corporate Democrat BacklashThe Sentencing Project's Senior Research Analyst Josh Rovner: Opposition to U.S. Youth Life Without Parole Sentences Drives Campaign for ReformBob Nixon's Under-reported News Summary• After US attack on Iran, did China's halving its oil purchases prop up global markets?• Climate change bringing water to drought-stricken Sahel area in Sahara Desert• Democrat wins could break GOP veto-proof supermajorities in state legislaturesVisit our website at BTLonline.org for  more information, in-depth interviews, related links,  transcripts and subscribe to our BTL Weekly Summary and/or podcasts. New episodes every Wednesday at 12 noon ET,  website updated Wednesdays after 4 p.m. ETProduced by Squeaky Wheel Productions: Scott Harris, Melinda Tuhus, Bob Nixon, Anna Manzo, Susan Bramhall, Jeff Yates and Mary Hunt. Theme music by Richard Hill and Mikata. 

- Tariffs Give Imports $7K/Car Advantage - Ex UAW Presidents Oppose Fain Re-Election - GM Building $4.5 Billion Emergency Stockpile - How Hyundai is Using Gen-AI - Kia EV3 Enters U.S. Under $32K - Waymo Ojai More 'Affordable' Even w/ 102% Tariff - 1st Look at Jaguar Type 01 Interior

How do you value a memory semiconductor stock like SK Hynix when no one can predict DRAM prices? Equity analyst Shan Rui Yeo walks through the team's Monte Carlo valuation framework: a discounted cash flow run through thousands of scenarios that prices the business on a distribution of returns rather than a single forecast. He also explains how two-times leveraged single-stock ETFs have been amplifying SK Hynix's daily price swings, why regulators and Korean brokers are responding to retail leverage, and why flow-driven volatility can be a gift for long-term investors. The through-line: memory can be cyclical, structurally growing, and wealth-creating all at once. 0:00 - Introduction & Disclaimer 0:21 - How Do You Value a Memory Stock Amid Huge Uncertainty? 0:54 - Monte Carlo Valuation: Pricing SK Hynix on a Distribution of Outcomes 5:27 - Day-to-Day Volatility: Fundamentals or Flows? 6:17 - How 2x Leveraged Single-Stock ETFs Amplify SK Hynix Price Swings 9:40 - What Investors Underappreciate About the Memory Industry 10:21 - Closing Thoughts & Subscribe Key Takeaways Key uncertain variables (DRAM prices, supply response, China risk) are modelled as ranges and run through thousands of scenarios; the output is a distribution of returns, treated stochastically. SK Hynix scenarios: bull (prices hold through the decade), realistic (decline from 2028 as supply arrives), bear (accelerated decline on over-investment and Chinese supply). The test is being paid adequately across the whole distribution, not picking the right scenario; the distribution centred around 12% with positive skew. New data points (LTAs signed, capacity expansion) update the distributions; position sizing follows the shape, and the team trimmed as the shares ran. Two-times leveraged ETFs rebalance by buying after rises and selling after falls, amplifying 10 to 15% daily moves in SK Hynix. Flow-driven volatility widens the gap between price and value, which long-term investors can use. Memory can be cyclical, structurally growing, and wealth-creating at the same time. Host: Rob Campbell, CFA, Institutional Portfolio Manager Guest: Shan Rui Yeo, CFA, Equity Analyst This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com https://www.linkedin.com/company/mawer-investment-management/ https://www.instagram.com/mawerinvestmentmanagement/ #ArtOfBoring #MawerInvestmentManagement #MawerInvestment #Podcast #Finance #Investing #semiconductor #tech #techexplained #memory #skhynix

We're joined by Anna Greenspan: philosopher, Associate Professor at NYU Shanghai, where she co-directs the Center for AI and Culture, and author of Shanghai Future and China and the Wireless Undertow. Longtime listeners will recognize her twice over — as co-editor of Machine Decision is Not Final and as the author of Capitalism's Transcendental Time Machine.The occasion is Greenspan's new research: a philosophy of the artificial built through the garden. If AI is now something "grown, not built," the garden raises the question of agency immediately — anyone who tries to make one learns that the thing the garden gardens is the gardener. Greenspan is surveying seven aesthetic garden traditions, and here we tour a few.References:Samuel Butler, Erewhon (1872), esp. "The Book of the Machines"Anna Greenspan, Bogna Konior, Benjamin Bratton and Amy Ireland (eds.), Machine Decision is Not Final: China and the History and Future of Artificial Intelligence (Urbanomic, 2024)Anna Greenspan, Shanghai Future: Modernity Remade (Hurst/Oxford University Press, 2014)Anna Greenspan, China and the Wireless Undertow: Media as Wave Philosophy (Edinburgh University Press, 2023)Immanuel Kant, Critique of the Power of Judgment (1790) — the third critique, source of the beautiful and the sublimeBaruch Spinoza, Ethics (1677) — parallelism of mind and body; sad passions and joyMou Zongsan (牟宗三), New Confucian philosopher; translated Kant into Chinese, argued the supersensible is accessible through practiceXiong Shili (熊十力), Mou's teacher; philosophy of contraction and expansion drawn from the I ChingNikolai Kondratiev, "The Long Waves in Economic Life" (1925; English translation 1935)Joseph Schumpeter and the neo-Schumpeterians; Carlota PerezThomas S. Mullaney, The Chinese Typewriter: A History (MIT Press, 2017) and The Chinese Computer: A Global History of the Information Age (MIT Press, 2024)Peter Hall, Cities in Civilization (1998)Keiji Nishitani, Religion and Nothingness; the ikebana essay ("The Japanese Art of Arranged Flowers")Benjamin Bratton, The Stack: On Software and Sovereignty (MIT Press, 2015)Gilbert Simondon — invoked by Marek on technological individuationSharawadgi — from William Temple, Upon the Gardens of Epicurus (1685)The ha-ha; Horace Walpole, On Modern Gardening (1770)David J. Chalmers, "What We Talk to When We Talk to Language Models" (2025)