Podcasts about China

How do China's government, political system, and socialist market economy actually work? How does China see democracy, the USA, and Donald Trump's trade war? Renowned Chinese scholar Zhang Weiwei explains the China model in this interview with Ben Norton. VIDEO with subtitles here: https://www.youtube.com/watch?v=rkVyYvWezI0 Topics 0:00 Highlights 1:30 Introduction to Zhang Weiwei 1:51 The China model 3:23 Civilization-state 4:13 Meritocracy 5:01 Socialist market economy 7:52 US capitalism vs Chinese socialism 9:36 Foreign investment in China 11:15 How China sees democracy 13:46 How laws are made in China 15:59 Economic planning 16:59 Debate with Francis Fukuyama 20:11 US trade war on China 23:36 Dedollarization of financial system 28:17 The multipolar future 29:36 Outro

[01:05:38] MIT: 95% AI FlopsMIT review finds most enterprise AI deployments failing; Hertz's AI “hallucinations” billed fake damages to customers. [01:25:42] Artificial-Womb RobotsPitch for “pregnancy robots” compared to Brave New World, raising transhumanist fears while basic biology remains unsolved. [01:40:08] FBI Raids John BoltonReports surface of FBI searching Bolton's files over leaks; segues into broader distrust of U.S. intelligence power. [01:42:19] Cracker Barrel ‘Bud Light' MomentRestaurant's Pride rebrand triggers backlash likened to Bud Light; BlackRock/Vanguard's influence cited as driving cultural surrender. [02:18:31] BlackRock, Vanguard & Housing ControlDiscussion on how financial giants like BlackRock and State Street manipulate markets, block ownership, and outbid families on homes. [02:19:10] Mosque Controversy & DNA DebateCriticism of mosque construction in neighborhoods and a deep dive into DNA as evidence of intelligent design versus evolution. [02:23:54] California's AB495 & Parental RightsPastor Jack Hibbs warns about legislation allowing non-parents to take children with affidavits, sparking fears of state-enabled trafficking. [02:33:58] Trump's War Plans on CartelsAnalysis of Pentagon orders for potential U.S. military strikes against Mexican cartels, linked to prohibition's failures and police-state expansion. [02:43:10] Gaza Starvation & Israel DebateCoverage of starvation in Gaza, Lindsey Graham's defense of Israel, and criticism of U.S. figures like Charlie Kirk and Mike Huckabee defending IDF actions. [03:03:17] Dot-Com 2.0 WarningGerald Celente predicts the AI boom will collapse like the 2000 dot-com bust, with major consequences for stocks and gold. [03:05:38] Rate Cuts, Gold PopPowell signals rate cuts; markets jump as gold surges, reflecting inflation fears and a weaker dollar. [03:20:15] NAFTA/WTO Job DrainNAFTA and China's WTO entry blamed for offshoring U.S. jobs; robots seen as a future, but slower, replacement threat. [03:22:35] Stablecoin Power PlayDiscussion of Trump-world's stablecoin push and new legislation seen as paving the way for a surveillance-ready digital economy. [03:39:49] Kushner ‘Desert' RemarkKushner quoted suggesting Palestinians be pushed into the desert; plans for a “Middle East Riviera” called genocidal. [03:41:04] Why Fund Harvard?Criticism of Harvard's massive endowment and federal subsidies while the university pivots investments into gold. [03:41:50] ‘Fascism' & Peace RallyClosing segment brands America as corporate-state fascism and promotes an upcoming peace and freedom rally. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

Subscribe now to skip the ads and hear the full interview on the Bolivia election. Don't forget our Welcome to the Crusades and Of This World series! Derek took away Danny's iPad, so now Danny has to help with the news. This week: the great Trump-Putin summit takes place (1:39) as Zelensky visits the White House (5:44); Hamas accepts the newest ceasefire (9:39), the IDF appears to have begun its Gaza City operation (12:44), and the Israeli government approves the E1 settlement in the West Bank (15:46); Wang Yi of China visits India in a sign of improving relations, as US-India relations are worsening (18:48); the Myanmar junta schedules an election (21:49); the DRC-M23 negotiations continue to falter (23:11); the US sends warships to Venezuela (25:26); and Derek goes into detail with Olivia Arigho-Stiles about the results of the Bolivia election (27:08). Read Olivia's piece in Jacobin, “Is This the End of MAS?” Learn more about your ad choices. Visit megaphone.fm/adchoices

On Friday's, August 22,  Daily Puck Drop, Jason “Puck” Puckett is joinedby Jim Moore, the Go-2-Guy, Chris Egan from KING 5 and “The Scout”, Puck's anonymous MLB scout. Puck and Jim start off the show taking about Egan's trip to Louisville which leads them to Muhammed Ali and a random obscure boxer from Renton, Boone Kirkman.  Egan joins the fun and they go down the wikipedia of Kirkman and discover he once owned a great restaurant in Renton that they have all frequented.  They also discuss a run in with Pat Chun Egan's visit to Kentucky to send off his son to play baseball, a throwback video from Eric Johnson of KOMO news on a young standout basketball player, parenting in today's day and age. “In Other News…”  Covers a big contract given out by the Orioles for an unproven catcher, the Red Sox are calling up the “Password”,  pregnancy robots from China and good news to share on two great people, Todd Milles, formerly of the Tacoma News-Tribune and Ian Furness. Puck wraps up the show with “Hey, What the Puck!?”  Mike Macdonald is playing with fire with joint practices (1:00) Puck and Jim (9:46) Chris Egan, KING 5 (51:21) “In Other News…” (1:01:20) “The Scout” (1:13:00) Puck's Posse Show Wrap-Up (1:17:42) “Hey, What the Puck!?”  

Ryugu and Bennu are related, a star tried to eat a black hole and it didn't go well, using moons to save fuel, and China tests its new human lunar lander. In Space Bites+, how climate change will impact satellite orbits.

[01:05:38] MIT: 95% AI FlopsMIT review finds most enterprise AI deployments failing; Hertz's AI “hallucinations” billed fake damages to customers. [01:25:42] Artificial-Womb RobotsPitch for “pregnancy robots” compared to Brave New World, raising transhumanist fears while basic biology remains unsolved. [01:40:08] FBI Raids John BoltonReports surface of FBI searching Bolton's files over leaks; segues into broader distrust of U.S. intelligence power. [01:42:19] Cracker Barrel ‘Bud Light' MomentRestaurant's Pride rebrand triggers backlash likened to Bud Light; BlackRock/Vanguard's influence cited as driving cultural surrender. [02:18:31] BlackRock, Vanguard & Housing ControlDiscussion on how financial giants like BlackRock and State Street manipulate markets, block ownership, and outbid families on homes. [02:19:10] Mosque Controversy & DNA DebateCriticism of mosque construction in neighborhoods and a deep dive into DNA as evidence of intelligent design versus evolution. [02:23:54] California's AB495 & Parental RightsPastor Jack Hibbs warns about legislation allowing non-parents to take children with affidavits, sparking fears of state-enabled trafficking. [02:33:58] Trump's War Plans on CartelsAnalysis of Pentagon orders for potential U.S. military strikes against Mexican cartels, linked to prohibition's failures and police-state expansion. [02:43:10] Gaza Starvation & Israel DebateCoverage of starvation in Gaza, Lindsey Graham's defense of Israel, and criticism of U.S. figures like Charlie Kirk and Mike Huckabee defending IDF actions. [03:03:17] Dot-Com 2.0 WarningGerald Celente predicts the AI boom will collapse like the 2000 dot-com bust, with major consequences for stocks and gold. [03:05:38] Rate Cuts, Gold PopPowell signals rate cuts; markets jump as gold surges, reflecting inflation fears and a weaker dollar. [03:20:15] NAFTA/WTO Job DrainNAFTA and China's WTO entry blamed for offshoring U.S. jobs; robots seen as a future, but slower, replacement threat. [03:22:35] Stablecoin Power PlayDiscussion of Trump-world's stablecoin push and new legislation seen as paving the way for a surveillance-ready digital economy. [03:39:49] Kushner ‘Desert' RemarkKushner quoted suggesting Palestinians be pushed into the desert; plans for a “Middle East Riviera” called genocidal. [03:41:04] Why Fund Harvard?Criticism of Harvard's massive endowment and federal subsidies while the university pivots investments into gold. [03:41:50] ‘Fascism' & Peace RallyClosing segment brands America as corporate-state fascism and promotes an upcoming peace and freedom rally. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Biofuel Rumor Rally4:18 Crop Tour and USDA8:37 Export Sales13:30 Drought Monitor15:53 USDA Funding Cuts

Aug 22, 2025 – Speaking with Financial Sense, Substack powerhouse Doomberg explores how energy has become the decisive factor in the new global power struggle. The conversation highlights China's rapid ascent as the largest producer...

On a day Wall Street and the global markets had been waiting for, Carl Quintanilla, Sara Eisen and Mike Santoli covered all of the bases and set the stage for Fed Chair Jerome Powell's Friday keynote speech at the Fed symposium in Jackson Hole, Wyoming. The anchors discussed market expectations, tariffs, inflation and President Trump putting pressure on the Fed to cut interest rates in September. Apollo Global Management Chief Economist Torsten Slok joined the program at Post 9 to offer his perspective on Powell and the future for rates. Also in focus: What Nvidia CEO Jensen Huang said in Taiwan about his company's AI chips and China amid a rough week for the stock,  market rotation out of big tech, earnings movers. Squawk on the Street Disclaimer

Adam recently spent a month traveling around China. He and Cameron discuss the vast scale of the country and how its size bears on China's economic, political, and historical role in the world. Also on the show: Fifty years to the Hollywood movie Jaws. Learn more about your ad choices. Visit megaphone.fm/adchoices

Subscribe now to skip the ads and hear the full interview on the Bolivia election.Don't forget our Welcome to the Crusades and Of This World series!Derek took away Danny's iPad, so now Danny has to help with the news. This week: the great Trump-Putin summit takes place (1:39) as Zelensky visits the White House (5:44); Hamas accepts the newest ceasefire (9:39), the IDF appears to have begun its Gaza City operation (12:44), and the Israeli government approves the E1 settlement in the West Bank (15:46); Wang Yi of China visits India in a sign of improving relations, as US-India relations are worsening (18:48); the Myanmar junta schedules an election (21:49); the DRC-M23 negotiations continue to falter (23:11); the US sends warships to Venezuela (25:26); and Derek goes into detail with Olivia Arigho-Stiles about the results of the Bolivia election (27:08).Read Olivia's piece in Jacobin, “Is This the End of MAS?”Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Edition No229 | 22-08-2025 Moscow delivers a message to Trump, with drones and explosions, trauma and terror. Last night, in the stillness before dawn, Russia hurled hundreds of drones and dozens of projectiles across Ukraine, and hit an American-owned electronics plant in Mukachevo, far in the country's west, near the EU border. Inside were hundreds of workers sheltering in place. By morning, the factory—owned by Texas-rooted, Singapore-registered Flex—was ablaze. This is an extraordinary act of aggression against US interests and investments. It's an attack on Europe too, and the concept of European security. For over ten years, this is what Ukraine has had to get used to, - endless broken agreements by Russia, betrayals and deceptions. Every step towards peace and mediation is snuffed out by Russian violence. Now, slowly and hesitantly, the US is starting to understand. For Moscow, this is called it business as usual. Unfortunately, for the US and Donald Trump it comes as a surprise and a sock. It shouldn't. The strike on US interests also seems to have forced a shift in Trump's tone. For the first time ever, he posted that Ukraine must be allowed to “FIGHT BACK”, and he laid the blame for Ukraine having its hands tied in fighting back for 3 years against Russia at Biden's door. ----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtain----------SOURCES: ----------DESCRIPTION:Putin's Latest Act of Aggression: A Strike on US Interests in UkraineIn this episode of Silicon Bison, we explore Vladimir Putin's recent military aggression against an American-owned facility in Ukraine. The attack signifies a blatant challenge to US interests and European security, raising critical questions about Putin's motives. The discussion highlights the historical context of Russian actions, the shift in US political stances, particularly Trump's new tone, and what this means for future US-Russia relations. We also delve into the wider geopolitical implications, the role of China, and how Western leaders need to reassess their approach to Russian provocations to ensure global stability.----------CHAPTERS:00:00 Introduction and Episode Overview00:49 Russian Aggression in Ukraine03:09 Putin's Strategic Objectives06:11 Trump's Response and Shift in Tone09:00 Implications for US and European Security21:58 Conclusion and Final Thoughts----------TRUCK FUNDRAISER - GET A SILICON CURTAIN NAFO PATCH:Together with our friends at LIFT99 Kyiv Hub (the NAFO 69th Sniffing Brigade), we are teaming up to provide 2nd Battalion of 5th SAB with a pickup truck that they need for their missions. With your donation, you're not just sending a truck — you're standing with Ukraine.https://www.help99.co/patches/nafo-silicon-curtain-communityWhy NAFO Trucks Matter: Ukrainian soldiers know the immense value of our NAFO trucks and buses. These vehicles are carefully selected, produced between 2010 and 2017, ensuring reliability for harsh frontline terrain. Each truck is capable of driving at least 20,000 km (12,500 miles) without major technical issues, making them a lifeline for soldiers in combat zones.https://www.help99.co/patches/nafo-silicon-curtain-community----------

North Korea has built a vast underground IT labor force that has secretly infiltrated U.S. and global companies through fraudulent job applications. Experts say nearly every Fortune 500 company has unknowingly hired a North Korean IT worker, despite efforts to prevent it. These operatives use stolen identities, fake documents, and accomplices in China and the U.S. to secure remote jobs, and the problem is only getting worse.We also discuss the growing concerns around America's water crisis.Featured Guests: Jeff Becker, general partner, Antler | Tom Ferguson, founder and managing partner, Burnt Island Ventures

This week on Sinica, I'm delighted to be joined by Dan Wang, formerly of Gavekal Dragonomics and the Paul Tsai Law Center at Yale University, now with the Hoover Institute's History Lab. Dan's new book is Breakneck: China's Quest to Engineer the Future, and it's already one of the year's most talked-about books. In this conversation, we go beyond what's actually in the book to discuss the origins and implications of the Chinese "engineering state" — the world's biggest technocratic polity — and what the United States should and should not learn from China. We discuss how Dan's ideas sit with Abundance by Derek Thompson and Ezra Klein, and much more. Don't miss this episode!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Watch the full podcast here! https://chinauncensored.tv/programs/podcast-307 A Buddhist group with mysterious ties to China is taking over a small Canadian province. What do people in Canada and the US need to learn before it's too late? Joining us today is Garry Clement. He's the Chief Anti-Money Laundering Officer at VersaBank. He's a co-author of the new book Canada Under Siege, and he's co-starting in a new documentary, Game of Shadows.  Watch Game of Shadowshttps://optimumpublishinginternational.com/books/p/game-of-shadows-documentary-cp3ae And check out our other channel, China Uncensored: https://www.youtube.com/ChinaUncensored Our social media: X: https://www.x.com/ChinaUncensored Facebook: https://www.facebook.com/ChinaUncensored Instagram: https://www.instagram.com/ChinaUncensored #China

On today's Top News in 10, we cover: The FBI announces over 500 arrests in Washington DC as media flips over the arrest of an alleged rapist. Sen. Eric Schmitt of Missouri joins us to talk judicial fights. Our own Virginia Allen gets us up to speed on President Trump, Ukraine, Russia, the Europeans, and […]

David takes on the state-capitalism idea that the right has been rightly critical of in China for many years (market forces that are highly directed by the state), but takes this cogent criticism to the idea of Nvidia revenue shares, Intel equity ownership, CEO selection, and other mystifying things that if a leftist president were doing the right would be losing their ever-loving minds over.

Chinese regulators are pushing back against US AI chips, Target shares fell more than 6 per cent after the retail group picked an insider to be its new chief executive, and UK inflation accelerated more than expected to 3.8 per cent in July. Plus, China is making a big push for vehicle battery swapping.Mentioned in this podcast:Beijing turns against Nvidia's AI chip after ‘insulting' Lutnick remarksTarget shares drop as retailer picks insider to lead turnaround driveUK inflation rises more than expected to 3.8% in JulyWill a 3-minute battery swap beat a 5-minute charge for China's EV drivers?Today's FT News Briefing was produced by Fiona Symon, Katya Kumkova, Sonja Hutson, and Marc Filippino. Additional help from Blake Maples, Michael Lello, David da Silva and Gavin Kallmann. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Episode 488 / Shu Hua Xiong Shu Hua Xiong (b.1994) born in Shanghai, China, currently lives and works in New York. She holds both BFA and MFA from School of Visual Arts in NYC. Her first solo in NY opens on Sep.4, with Island Gallery.

The UFC is headed back to China. This Saturday, the UFC returns to The Middle Kingdom with UFC Shanghai, headlined by a light heavyweight contest between Johnny Walker and Zhang Mingyang, and No Bets Barred is here to break it all down. This week, host Jed Meshew flies solo as he dives into UFC Shanghai. Topics discussed include his disastrous showing at UFC 319, The Mountain Tiger's chances to run over Walker, the five-round co-main event between Brian Ortega and Aljamain Sterling, the featured heavyweight bout between Sergei Pavlovich and Waldo Cortes-Acosta, the latest update on The Climb, and more. Tune in for episode 136 of No Bets Barred. Follow Jed Meshew: ⁠⁠⁠⁠⁠⁠⁠⁠⁠@JedKMeshew⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to MMA Fighting⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Check out our full video catalog⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Like MMA Fighting on Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow on Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠ Read More: ⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.mmafighting.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

The sprawling and very dangerous Hurricane Erin is now bringing flooding and 20-foot waves to much of the East Coast. Plus, a US Navy sailor is convicted of espionage for sharing military information with China. And Erik and Lyle Menendez make their case for parole for killing their parents 36 years ago.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Carl Quintanilla, David Faber and Sara Eisen kicked off the show with Walmart shares lower on Q2 earnings that overshadowed raised guidance. Find out what Walmart's CFO told Sara about tariffs and the consumer. The U.S. and EU unveil new details about their trade framework and where tariffs come into play. Also in focus: Disney debuts its new ESPN direct-to-consumer streaming service, Fed Governor Lisa Cook fires back at President Trump's call for her to resign, Palantir losing streak watch, Nvidia and China, the state of UnitedHealth's turnaround plan 100 days into Stephen Hemsley's second stint as the company's CEO. Squawk on the Street Disclaimer

Counterfeits, hijackers & knockoffs are killing brands. In this episode, learn proven legal tactics and e-commerce strategies to protect your IP, defend your sales, and secure your Amazon business. Imagine a world where your brand's value is constantly under threat from unauthorized sellers and counterfeiters. In an era where e-commerce is a competitive battleground, protecting your brand has never been more crucial. Join us as Daren Garcia from Vorys, an international law firm, shares his expertise on the delicate interplay between brand protection and intellectual property strategies in the digital marketplace. Learn what can brands can do to maintain their market presence and integrity. Navigating the legal maze of e-commerce is no small feat. We explore how giants like Amazon and eBay position themselves as mere facilitators, avoiding accountability for third-party seller actions such as counterfeiting. The episode dives into the nuanced legal concepts like the "first sale doctrine" and how these impact both the brand and the marketplace. Through Daren's insights, discover the rigorous process of securing trademarks and combating infringement, particularly in challenging terrains like China, while understanding the pivotal role of cease and desist letters in safeguarding your brand. Brand protection is an ongoing battle, demanding strategic resource management and proactive measures. From securing injunctions to leveraging AI for trademark protection, we unravel the complexities of modern brand defense strategies. Hear stories of entrepreneurs turning adversity into opportunity by innovating within legal confines, and glean valuable lessons on the importance of securing a robust legal framework before enforcing restrictions globally. Whether you're facing the challenges of counterfeits or unauthorized sales, this episode offers actionable insights and expert guidance on how to effectively safeguard your intellectual property in the digital age. In episode 461 of the AM/PM Podcast, Kevin and Daren discuss: 00:00 - Brand Protection Strategies in E-Commerce 07:16 - Online Marketplaces and Legal Immunity 10:18 - IP Infringement on Online Marketplaces 18:23 - Amazon Brand Protection Strategies 23:57 - Cease and Desist Misuse 27:22 - Brands Asserting Control Over Distribution  27:33 - Combatting Brand Infringement in E-Commerce 35:57 - The Importance of IP Protection 38:53 - Injunction Process for Brand Protection 41:44 - Amazon Listing Sabotage Threats 45:22 - Impactful Brand Protection Strategies Through AI 48:10 - Brand Protection Strategies on Online Marketplaces 53:39 - Impact of AI in Business

In this episode of Excess Returns, we welcome back Tobias Carlisle — author, host of Value After Hours, and manager of the Acquirers Funds. Toby shares his candid perspective on market valuations, value investing's long struggle, and why he still believes mean reversion will eventually swing back in favor of small caps and value stocks. We also dive into AI, global markets, the Fed, housing, and where investors might find opportunity outside today's expensive U.S. mega-caps.Market valuations: why today's market may be more expensive than 1929, 2000, or 2020The pitfalls of relying on single-year P/E ratios and better long-term valuation measuresThe divergence between the “Magnificent 10” and the rest of the marketSmall caps, mid caps, and value: where Toby sees opportunity despite an earnings recessionAI as both a transformative force and a potential bubble-like capital cycleU.S. vs. international markets: structural advantages of American capitalism and where China is catching upThe Fed, interest rates, inflation, and how they really matter for value investorsHousing affordability and demographics as headwinds for the U.S. economyWhy Toby believes the “value vs. growth jaws” will eventually close00:00 – Are markets more expensive than 1929 and 2000?04:00 – Breaking down valuation charts: S&P, Russell, and mid/small caps10:00 – Why single-year P/Es mislead investors14:00 – Lessons from past bubbles: Nifty 50, dot-com era, and now19:00 – Large vs. small: the longest run for growth in history24:00 – AI's impact: transformative technology or capital cycle trap?32:00 – Toby's personal experience with AI (and why it disappoints him so far)33:00 – U.S. advantages vs. international markets and China's rise41:00 – Are today's U.S. valuations justified?45:00 – The Fed, interest rates, and speculation46:00 – Housing affordability and demographics as headwinds55:00 – Should value investors care about macro?59:00 – Closing question: Toby's contrarian belief on value vs. growth

Do tariffs help rebuild American manufacturing or hold it back? In this episode, American Compass founder and chief economist Oren Cass sits down with commentator and author Noah Smith and a16z General Partner Erik Torenberg for a lively debate on the future of U.S. industry. They discuss the case for tariff-driven re-industrialization versus free-market approaches, the role of allies in trade policy, and what the numbers really show about manufacturing jobs, investment, and output. Along the way, they challenge each other's assumptions and explore what it would take to actually bring more production back to American soil. Timecodes:0:00 Introduction & Framing the Debate1:27 Oren Cass: Economic Philosophy & American Compass4:02 Manufacturing, Family, and Community5:00 Free Trade, Comparative Advantage, and Policy8:30 Tariffs: US vs. China and Historical Context9:30 Do Tariffs Help US Manufacturing?15:00 Data, Indicators, and Economic Predictions22:00 Theory, History, and the Role of Economics28:00 Trade Deficits, Scale, and Global Competition38:00 Negotiation, Game Theory, and Policy Tools46:00 Trade Deficits, Scale, and Global Competition1:03:23 Negotiating with Allies and the Limits of Tariff Threats Resources: Find Oren on X: https://https://x.com/oren_cassAmerican Compass: https://americancompass.org/Find Noah on X: https://x.com/noahpinionSubscribe to Noah's Substack: https://www.noahpinion.blog/ Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Louis-Vincent Gave returns with a blunt assessment of a global order fraying at key seams. Construction is stalling. Trade policy is adrift. Capital is retreating from the U.S. And yet, markets hum along... propped up by AI euphoria and the illusion of fiscal permanence. In this conversation with Alan Dunne, Louis questions whether investors grasp the shifting ground beneath their feet: from rising tariff walls to energy fragility, from the quiet restructuring of China's financial system to the early signals of capital rotation into emerging markets. If this is a transition phase, most portfolios aren't built for what comes next.-----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 Louis on Twitter.Episode TimeStamps: 02:20 - (Re)Introduction to Louis Gave03:45 - Gave's analysis of the current economic data09:45 - What causes the weakening of the economy?11:54 - The outlook for tariffs - will they eventually become stable?16:16 - The future for inflation - will it become more persistent over time?20:43 - The risk factors of energy markets25:51 - Will we see a Fed cut in September?26:58 - Powell - in or out?31:13 - We are seeing a paradigm shift in the US Dollar38:26 - The outcome of the AI revolution43:03 - Deficits are like tequila shots46:55 -...

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 EV LEASE RATES DROP BELOW GAS CARS https://evne.ws/3HulKmz AUDI-SAIC LAUNCHES E5 SPORTBACK ELECTRIC SEDAN IN CHINA https://evne.ws/4743URD ITALY INTRODUCES MAJOR ELECTRIC VEHICLE SUBSIDIES https://evne.ws/4oJRip0 VOLKSWAGEN PLANS MAJOR EV EXPANSION https://evne.ws/3Ux0gs6 CHINESE EV FIRMS OVERSEAS INVESTMENT SURPASSES DOMESTIC INVESTMENT https://evne.ws/45EqVrZ UPCOMING EV DEBUTS AT THE 2024 MUNICH MOTOR SHOW https://evne.ws/4fN7G4f MG LAUNCHES MGS5 EV SUV IN NEW ZEALAND https://evne.ws/3JlBPvo NISSAN LEAF LEADS UK EV RELIABILITY STUDY https://evne.ws/4oIxQZZ BYD SEAL U DM-I LEADS UK PLUG-IN HYBRID SALES https://evne.ws/4mOCWC2 ELECTRIFY EXPO INDUSTRY DAY EXPANDS TO EAST COAST https://evne.ws/4myvtaD CAN-AM UNVEILS OUTLANDER ELECTRIC ATV https://evne.ws/3HwdDpA ELECTRIC CARS REDUCE DRIVER STRESS AND IMPROVE WELLBEING https://evne.ws/4lTzZzz ARCHER'S MIDNIGHT AIRCRAFT COMPLETES 55-MILE FLIGHT https://evne.ws/3HGCln6

The Trump administration is considering buying a 10% stake in tech company Intel to prop up the struggling chip maker. Professor Richard Wolff & Brian Becker discuss why they might do this, what it means about the U.S. economy, and what it tells us about the U.S. government's competition with China.Professor Richard Wolff is an author & co-founder of the organization Democracy at Work. You can find his work at rdwolff.com.Join the The Socialist Program community at https://www.patreon.com/TheSocialistProgram to get exclusive content and help keep this show on the air.

It looks like the market is going on vacation! Well I am too. Today we talk everything from vacation plans to shifting markets. We also cover recent crypto volatility, the resilience of Bitcoin, and concerns over MicroStrategy's stock dilution strategy, framing dips as potential buying opportunities within broader trends. We chat on quirky social trends in China, like “pretend to work” jobs for unemployed youth, and highlight Ray Dalio's view that real estate is a poor investment in today's environment with recent price drops accorss the U.S. Today we discuss... Media narratives often obscure the real developments happening quietly in the background. Stablecoins are emerging as a substitute for the dollar and could diminish banks' central role in the financial system. This shift resembles the fragmented multi-currency era before the creation of the Federal Reserve. Recent crypto markets have been volatile, with Bitcoin showing resilience despite sharp pullbacks. Ray Dalio argued that real estate is a poor investment today due to its interest rate sensitivity and immobility. U.S. real estate markets are already showing significant price declines in several regions. The administration is talking up lower rates, Trump has pushed cuts, and Powell left rates unchanged at the last meeting. Market behavior appears disconnected from economic data, undermining the usefulness of traditional reports. Government statistics are viewed as unreliable, with references to Shadow Stats' alternative takes on CPI history. Given data doubts, the focus should be on how markets and investor sentiment actually react. Seasonally, mid-August to mid-November is typically weak, and the second year of a presidency often underperforms. August and September have historically been the S&P 500's weakest months, while 2025 has so far outperformed typical post-election patterns. Personal spending is slipping, and fast-casual chains' same-store sales have fallen since Q4, suggesting strain. Housing and renovation activity looks softer versus the last five years but closer to pre-2020 norms—a reversion to the mean, not necessarily recession. Student loan and credit-card delinquencies are spiking, hinting at cash-flow stress that clashes with low unemployment data. Tariff revenues jumped from roughly $8B/month to about $29.6B/month, with companies largely absorbing costs so far. Money is chasing select commodities like gold, silver, and uranium, while others like lithium lag and could move with China trade shifts. The dollar sits mid-range historically and could sink on aggressive cuts, though today's “broken” market dynamics muddy typical cause-and-effect. Despite risks, the market's underlying tone is bullish, so a continued climb is possible on favorable policy headlines. Research notes humans rate AI higher when it agrees with them, suggesting systems learn to avoid conflict and may reinforce user beliefs.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/market-is-going-on-vacation-739 

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Soybean Farmers Need a Trade Deal3:50 Crop Tour Day 28:29 Eastern Corn Belt Dryness10:36 "Small" Refinery Exemptions12:28 Brazil Soy Cartel13:43 Flash Sale

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Aug 20, 2025 – Explore the decisive factors in the US-China race for AI supremacy with Woody Preucil of 13D Research and Strategy. While the US leads in chip design and AI models, China's focus on digital infrastructure, 5G, and electricity production...

Title: How You Can Win Trump's Tariff War  Summary: The video hosted by Seth Bradley discusses the potential economic implications of President Trump's aggressive tariff policies and how they might present unique opportunities for wealth building in America amidst global economic upheaval. Bradley explains that tariffs—essentially taxes on imports—are economic tools that can protect domestic industries but also lead to broader economic challenges, particularly if not applied thoughtfully. He outlines the dynamics of Trump's tariff strategy, including a systematic and reciprocal approach to trade that could reshape relationships with various countries.   Seth Bradley emphasizes that while the stock market is experiencing volatility and media outlets are reacting negatively, there are underlying opportunities that savvy investors should seize. He advocates for a focus on U.S. manufacturing and infrastructure, energy independence, and advancements in AI and automation as key areas for investment. The video posits that although immediate challenges like inflation and retaliation from trade partners are likely, the long-term outlook sees a potential reshoring of American industry, a reemergence of economic sovereignty, and ultimately an empowered U.S. economy. Links to Watch and Subscribe: https://www.youtube.com/watch?v=DgWxz_V0lPk&list=PLSfheWyV7beFqERLX4ebBUJ4SmzmF6z8e&index=2 Bullet Point Highlights: Market Volatility: The stock market sees a significant downturn as tariffs take effect, presenting both challenges and opportunities. Tariff Strategy: Trump's tariffs are described as calculated economic warfare, designed to compel countries to negotiate trade terms. Manufacturing Reshoring: The video advocates for investing in U.S.-based manufacturing as companies look to bring jobs back onshore. Energy Independence: Emerging opportunities in U.S. energy production are highlighted amid tariffs hurting foreign oil imports. AI and Automation: The potential for AI-driven solutions to replace expensive offshore labor costs is discussed as a strategic investment avenue. Investment Strategies: Three key strategies are proposed for capitalizing on the unique economic landscape: investing in infrastructure, energy, and AI technologies. Vision for the Future: The potential long-term benefits of Trump's tariff policies are framed as a chance to reset trade imbalances and promote U.S. economic strength. Transcript: (Seth Bradley) Trump just broke the global economy and it might be the best thing to happen to America in decades. The stock market is crashing. China, Mexico, Canada, they're retaliating. The mainstream media is melting down. But the truth, if you understand what's really going on, this might be the single greatest opportunity of the decade to build wealth. So, let's break it down. No fluff, just facts. What's up, big brains? Welcome back to Raise the Bar, where I simplify complex money, legal, and political moves so you   can make power plays in real time. I'm Seth Bradley, securities attorney, founder, and investor, and I quit a multiple six-f figureure big law job to pursue entrepreneurship and a life without limits. Today, I'm giving you the truth about tariffs, Trump's Liberation Day, and how to turn this global shakeup into your personal leverage point. All right, let's get it. Let's start out with the basics. So, what exactly is a tariff? At its core, a tariff is a tax on imports. That's right. It is a tax. When a foreign   company sells goods into the US, the government slaps on a tax, usually a percentage of the total value. So, if a car from Germany costs 50k and there's a 10% tariff, then that car now costs $55,000 to bring into the US. So, who pays the tariff? Well, it's US importers, not the foreign shippers. And yes, it trickles down to you, the consumer, right here in the US. But tariffs aren't just taxes. They're economic weapons. And right now, Trump's using them with either surgical precision or as a nuclear bomb,   depending on how you look at it. All right. To know where you're going to go, you have to know where you come from. Tariffs go way back in American history. It's not anything new. And in fact, before the IRS, tariffs were how we paid for the entire federal government, rather than through, let's say, income taxes, property, capital gains taxes, and all these other taxes that we all just know and love today. Tariffs haven't always resulted in good or bad for the US. It's a mixed bag. Alexander Hamilton pushed for tariffs to protect   US industry. Success, yes. Abraham Lincoln used them to industrialize the North during the Civil War. Success, yes. But in the 1930s, the Smooth Holly Tariff Act backfired hard, triggering a trade war that deepened the Great Depression. So, not always successful. Tariffs can protect jobs and industries, but if they're too extreme or poorly timed, they can tank the economy. So, the key is strategy. And whether or not you believe in Trump, he's playing chess here, not checkers. Something you never   used to associate with Trump is humble, but he has come a long way and is humble enough to at least have some of the greatest economic minds in his corner. So, they have a business-minded mentality, and that's exactly what this is. We need to stop treating the government like it's aing goodwill. It's not here to give you for free, and it's certainly not here to take what's yours. It's here to work for you, for what the people want, and decide through a democratic process what to do. Once upon a time, we literally became a   country because we wanted independence, self-sufficiency, and freedom. We chose to break free from overt taxation, oppression, control, regulation, and government oversight. What's happening in 2025? In case you missed it, let's get caught up right now. Trump has declared Liberation Day and followed up with the most aggressive global tariff policy in modern history. A minimum of 10% tariffs on every import into the US, up to 60% tariffs on China. That changes every single day though. Reciprocal   tariffs on all countries. If a country charges us 25%, we charge them 25% back. But that's not exactly true. And we'll get into more of that later. Canada and Mexico not exempt. This isn't just about China. It's about a full global reset. So the kicker is formula based. Trump's trade team built a publicly disclosed algorithm that adjusts tariff rates based on countries how countries treat the US exports. It's dynamic. is constantly changing. It updates monthly. This isn't random. It's calculated   economic warfare. All right, next. Now that it's in effect, what's happening? Well, you're seeing it. Wall Street is panicking. S&P 500 is down 14% in the first two weeks. Tech stocks are plummeting. Elon Musk just posted on X that supply chain realignment is overdue and this pain is necessary. Mexico is negotiating. Canada's threatening retaliation, but also showing signs of blinking. China, they're digging the toes in, but there's exports that are suffering. You just won't hear all this stuff on CNBC, but you know, many of   these global players are coming to the table. Tariffs are doing exactly what they're designed to do. Force negotiation, good or bad. Trump's move is forcing every country to rethink dependence on the US consumer. And not just that, it's forcing us to rethink how we depend on them. All right, let's set the record straight on a few of these common things that are floating around here. One, tariffs only hurt the other country. That's totally wrong. US businesses and consumers feel the sting, and we will. We are, at least   at first. Sometimes you're going to hear this is just economic nationalism. But that's also wrong. This is about strategic leverage, not about isolating us. Third, it's inflationary in the short term. This is true. But if local supply chains relocize, prices stabilize and strengthen the domestic economy and we'll be good to go. But right now, we're feeling it. Next, tariffs can bring manufacturing back. This is true. Maybe, and we're already seeing US factories reannounced, reopenings in Michigan, Ohio, Pennsylvania, places   like that. And we've seen trillions of dollars of investment promises rolling in already. But if this steers us into a deep recession, companies won't have the resources or confidence to build. All right. So, what's my prediction? And some of these aren't even predictions cuz they're happening right now. Are risks, short-term inflation, price increases, stock market volatility, retaliation from trade partners. These things are already happening. So, they're probably just going to escalate for the near future.   But the potential upsides, reshoring of manufacturing, massive supply chain independence, huge massive negotiation leverage for better and at the very least equal trade terms. Stronger US dollars, capital fleas, unstable markets abroad. Those are all massive positives, but they're not going to happen overnight. So, what's my prediction? short-term pain, long-term economic sovereignty, but we're entering a serious rebalancing period, and the US is reasserting its economic power. And while it hurts now, this could finally   reset the broken trade game that's been bleeding our economy dry for decades and would eventually take us down. All right, so what do we do about it? We need to capitalize. So, what are the three smartest ways to capitalize on Trump's 2025 tariffs? There are lots of unknowns and unpredictability in business. But one thing is always true. When there's panic in the streets, there is massive opportunity somewhere and there's going to be wealth transfer. For those with cool heads, fortitude, and discipline, we can win. So, what am I   doing? And what can you do to capitalize on all of this unpredictability? All right. Strategy number one, invest in US manufacturing and infrastructure. Tariffs equal a return to Americanmade. Full stop. Trump's reciprocal tariffs aren't just economic sanctions. They're a forced reshoring event here in the US. Global trade is breaking. Supply chains are rerouting. Countries like China, Mexico, and Canada, they're scrambling to adjust. And meanwhile, America is rebuilding. This is your moment to build   wealth while the rest of the market panics. So, how do we actually do this? Play number one, invest passively in the U in industrial and infrastructure projects. Tap into private equity funds, syndications, or REIT alternatives that focus on, of course, manufacturing facilities, US-based supply chain logistics, cold storage, and warehouse assets, transportation, freight infrastructure, that stuff works, too. These funds are just pouring into the reshoring initiatives, not just from the government, but from Fortune 500   companies rethinking their risk exposure. Play number two for my capital raisers out there. Raise capital for experienced sponsors in the same space. If you're not the operator, but you've got a network, become a capital aggregator. Use SPVS or fund of funds models like TriVest to compliantly pull investor capital into high quality US industrial and infrastructure deals. Bring your network along. Bring limited partners into deals with better terms, higher leverage, and strategic upside. Focus on experienced sponsors. Of   course, do your due diligence. Make sure they have a track record in industrial real estate or again critical infrastructure. All right, play number three. If you have the resources, buy directly. Also got to have the knowhow, right? Focus on manufacturing assets, warehouses near growing ports, logistics hubs, things like that. Make sure you have a boots on the ground partner if it's not you in that local market. Think markets like Columbus, Kansas City. These cities are turning into many powerhouses as global shipping patterns   shift inland. Bonus play, buy dirt where the roads are going. Right? So, if you're into residential and you don't know anything about industrial and you're not comfortable with it, think about residential and mixed juice land near inland ports, new highways, industrial corridors, growth zones, things like that. These plays won't necessarily cash flow day one, but they will appreciate like crazy over the next 3 to 5 years as that infrastructure is finally built out. Strategy number two, energy independence investing. If   manufacturing is the body, energy is the blood, where are you going to power this thing from? Trump's tariffs are slamming foreign oil and renewables equipment. And that gives domestic US producers, especially in oil and gas and renewables such as batteries, an unmatched advantage. And with the world watching this tariff war unfold, there's one thing everyone agrees on. Energy is national security right now. So what do you do? Play number one, invest passively, of course, in US energy assets, oil and gas royalties, own a   slice of production without the drilling risk. You have to dig deep into those documents and see what you're getting yourself into. There's a lot of different oil and gas funds that are structured in different ways and have different tax incentives versus cash flow. So, make sure you dig deep into that. Also look at battery manufacturers like Stack Rack Battery, especially US-based ones, solar developers, those leveraging domestic supply chains. Look for funds and startups focused on energy independence, not just ESG headlines.   Real world example, I had mentioned StackRrack battery. I co-founded StackRrack, a US-based modular battery company. And we're not just producing batteries, we're part of the national grid modernized push. Our battery systems are designed, they're assembled, and they're shipped right here in the US. We're ULcertified, scalable, and recession resistant. And tariffs just gave us a built-in mode. This is exactly what happens when policy meets opportunity. You just have to open your eyes and find those right opportunities.   And a bonus here, tax credit tailwinds. The US is still offering massive tax credits under the Inflation Reduction Act, for now at least. Pair that with import based price increases and you've got a once in a decade profit window. And building on that, what's your capital aggregator play? If you don't want to operate, partner with fund managers or sponsors deploying capital into these sectors, be the legal, the capital raising or the strategic partner in high demand governmentbacked tariff fueled energy projects. My law firm,   Raise Law, can help you build any capital raising structure you can imagine. So feel free to reach out. All right, strategy number three, back or build AIdriven alternatives to offshore labor. Tariffs don't just hit goods, they hit services, too. Let me explain. Think about it. If China, Mexico, or Canada are now more expensive to work with because of reciprocal tariffs, that raises the cost of offshore labor. So, enter what's happening right now. AI, automation, US-based software. This is your moment to kill the middleman.   Reduce labor cost and automate what is already going to be offshored. This is your moment to kill the middleman. Reduce labor cost and automate what was once offshored in different countries. So here we go. Play number one. Build or invest in AI tools that replace outsource labor. Think about jobs like customer service, document review and data entry, uh logistics coordination, manufacturing floor labor, things like that. It's not sci-fi. The LLMs and the manufacturing robotics are ready today and the opportunity is right now. All   right, so step-by-step action plan. Identify high friction outsource tasks that just got more expensive. Right. Next, what's the capital aggregator play? partner with early stage AI founders or companies. Use your network expertise or capital raising jobs to make strategic investments or even try to leverage an advisory equity position or a role in a startup in these sectors. I've done it and feel free to reach out and I can tell you more about how I've done it. So, pro tip though, don't just invest in AI for the sake of it. Invest   in AI that displaces foreign labor. That's where the pressure is. That's where the real value will be. This is the moment most people will fear. We're in it right now and a few smart ones will capitalize. Tariffs are just the first shot in a major larger realignment. And if you're able to stay calm, not get caught up in all the political nonsense. This is a time where real wealth changes hands. Keep your mind clear, keep your eyes open, and if this breakdown helped you see the game clearer, smash that subscribe button,   drop a comment with your take on Trump's global economic strategy, and let me know, are you playing offense or defense? Keep your head in the game. Raise the bar, baby. Until next time, enjoy the journey. 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Eric Yeung specializes in geopolitical, economic effects on precious metals and commodities. He talks the misconceptions of China's economy, the United States shutting down Taiwan's nuclear program in the 1980's, China hoarding gold, crypto being the equivalent to fairy dust, future of the United States, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!   Watch Show Rumble- https://rumble.com/v6xtfvy-why-china-hoards-gold-as-us-debt-soars-eric-yeung.html YouTube- https://youtu.be/Hp8lA4e8KpE   Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com   Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me   Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998   Follow Eric X- https://x.com/KingKong9888   Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/ Independence Ark Natural Farming- https://www.independenceark.com/

One of the main goals of the US political and economic system is to protect corporate monopolies. Silicon Valley Big Tech corporations fear Chinese competitors, so the US government is trying to ban them. Political economist Ben Norton explains how imperialism works, and what drives Washington's Cold War Two against China. VIDEO: https://www.youtube.com/watch?v=9EVwFJ7sM6c Topics 0:00 US government seeks political monopoly 0:51 Billionaire Peter Thiel defends monopolies 2:53 (CLIP) Peter Thiel: "competition is for losers" 3:18 Cold War Two against China 4:49 Uber's monopolistic business model 9:18 Corporate lobbyists & donors 10:02 Trump admin opposes antitrust cases 12:12 Money buys US politics 13:42 Trump backs billionaire Big Tech oligarchs 15:45 Trump green-lights white collar crime 17:35 Trump promotes bribery & corruption 19:30 USA wants to control global infrastructure 20:03 (CLIP) Trump threatens Panama Canal 20:14 BlackRock buys Panama Canal ports 20:36 (CLIP) Trump boasts of BlackRock deal 21:00 Trump helps BlackRock buy up ports 21:58 Second Cold War on China 22:23 US Big Tech targets TikTok 24:14 DeepSeek & Chinese AI competitors 25:00 OpenAI CEO Sam Altman 26:14 US states ban DeepSeek 26:57 Anthropic CEO Dario Amodei 27:29 US AI companies lobby to ban competitors 28:37 Silicon Valley seeks "unipolar world" 30:23 Biden's chip export restrictions on China 31:09 USA seeks to stop China's innovation 31:57 Biden's tariffs on China 33:55 How imperialism works 34:45 Global value chain (division of labor) 36:20 USA wanted China to stay subordinate 37:50 VP JD Vance wants Global South on bottom 38:45 (CLIP) JD Vance on China & value chain 39:30 Industrial policy: Made in China 2025 plan 41:32 China enters commercial aircraft industry 42:14 US politicians lobby to ban China's Comac 43:58 How Boeing was destroyed by finance bros 45:47 How Jack Welch ran GE into the ground 46:39 Boeing attacked unions & skilled labor 47:56 Boeing CEO was Blackstone exec 48:51 Boeing prioritizes stock buybacks, not R&D 50:17 Private equity is "looting America" 51:22 Goal of Washington's new cold war 52:11 Outro

Even with the recent increased tariffs on India, many of my clients and students have been seeking out new factory partnerships in this country. For decades, China has been the go-to destination for toy production, and they are indisputably the best at producing high quality goods quickly,  but what happens when rising costs, shipping delays, and shifting global policies force toy makers to look elsewhere?That's the exact question that international toy expert and Source 4 India co-founder Joshua Punin has been exploring for the past 16+ years. With firsthand experience helping major brands expand across Asia and deep ties to India's emerging toy manufacturing scene, Joshua has become a powerful voice advocating for alternative sourcing strategies. In this episode of Making It in the Toy Industry, Joshua and I cover:Why a shift in India's import tariffs sparked a nationwide manufacturing movement.The surprising challenges and advantages of producing toys in India.What startup creators need to know before reaching out to Indian factories.Why sourcing outside of China isn't about replacing, it's about expanding your opportunities.How India's skilled labor force, tax incentives, and infrastructure make it one to watch.If you've been curious about what it would really look like to source outside of China, or you've heard whispers about India but didn't know where to start, this episode is your starting point. Hit play to discover new possibilities and learn what it really takes to make that shift.Listen For These Important Moments:[00:19:12] -  Discover how policy changes and infrastructure improvements are creating real opportunities for both startups and established brands.[00:25:10] - Not every toy is a perfect fit, save time and money by understanding what India can (and can't) do efficiently right now.[00:27:46] - Get clarity on production expectations so you can plan your launch and scale strategy with confidence.[00:28:44] - Shipping from India could be cheaper and faster than you think, especially if you're selling in Europe or the Middle East.[00:31:19] - Hear what Joshua looks for in potential clients and how to position your startup to be taken seriously by manufacturers.Send The Toy Coach Fan Mail!Support the showPopular Masterclass! How To Make & Sell Your Toy IdeasYour Low-Stress, Start-To-Finish Playful Product Launch In 5 Steps >> https://learn.thetoycoach.com/masterclass

If you enjoy this episode, we're sure you will enjoy more content like this on The Occult Rejects.  In fact, we have curated playlists on occult topics like grimoires, esoteric concepts and phenomena, occult history, analyzing true crime and cults with an occult lens, Para politics, and occultism in music. Whether you enjoy consuming your content visually or via audio, we've got you covered - and it will always be provided free of charge.  So, if you enjoy what we do and want to support our work of providing accessible, free content on various platforms, please consider making a donation to the links provided below.  Thank you and enjoy the episode!Links For The Occult Rejects and The Spiritual Gangsters https://linktr.ee/theoccultrejectsOccult Research Institutehttps://www.occultresearchinstitute.org/Cash Apphttps://cash.app/$theoccultrejectsVenmo@TheOccultRejectsBuy Me A Coffeebuymeacoffee.com/TheOccultRejectsPatreonhttps://www.patreon.com/TheOccultRejectsVanessa's Tie Dye stuffhttps://www.etsy.com/shop/TruthAndDyesInstagram @truthanddyestruthanddyes@gmail.comHeadless Gianthttps://linktr.ee/headlessgiantpodcast

Joshua Philipp is a senior investigative reporter with The Epoch Times, specializing in uncovering issues related to national security, Chinese Communist Party influence, and global affairs. With years of on-the-ground reporting and deep research, he brings sharp insight and analysis to today's most pressing stories.Learn more at https://www.standingforfreedom.com/

Justin Logan and Clark Packard break down the twists and turns of the U.S.-China relationship—from trade liberalization and consumer benefits to lost manufacturing and rising geopolitical tensions. They unpack how economic integration shaped today's challenges and what it means for America's future.Justin Logan, “Liberty at Home, Restraint Abroad: A Realist Approach to Foreign Policy,” Free Society (June 20, 2024) Justin Logan, “Uncle Sucker: Why U.S. Efforts at Defense Burdensharing Fail,” Policy Analysis no. 940 (March 7, 2023) Clark Packard, Course Correction, Policy Analysis no. 897 (July 21, 2020)Clark Packard and Scott Lincicome, “Presidential Tariff Powers and the Need for Reform,” Briefing Paper no. 179 (October 9, 2024) Hosted on Acast. See acast.com/privacy for more information.

China and India are beginning to view each other as possible allies — instead of historic adversaries — one of the side-effects of new US trade policies. Also, Ecuador's first Indigenous university helps its students promote their ancestral knowledge and languages. And, tensions simmer as rival Greek Orthodox brotherhoods lay claim to a 10th-century monastery. Plus, Ukrainian jazz pianist Fima Chupakhin serenades his home country from afar.Listen to today's Music Heard on Air. Learn about your ad choices: dovetail.prx.org/ad-choices

America used to pride itself on ambition. Today, it looks stuck. Meanwhile, China has been busy building the future. In a new book, Breakneck, technology analyst Dan Wang provides a new framework for understanding China. It operates as an engineering state - which brings a sledgehammer to problems both physical and social, in contrast with America's lawyerly society, rooted in its constitution, which protects individual rights but blocks almost everything, good and bad, and leads to greater inequality. In this episode, Dan speaks to Chris Miller about the remarkable strengths and appalling weaknesses of the engineering state, and how each country reveals a better path for the other. --- If you'd like to become a Member and get access to all our full conversations, plus all of our Members-only content, just visit intelligencesquared.com/membership to find out more. For £4.99 per month you'll also receive: - Full-length and ad-free Intelligence Squared episodes, wherever you get your podcasts - Bonus Intelligence Squared podcasts, curated feeds and members exclusive series - 15% discount on livestreams and in-person tickets for all Intelligence Squared events  ...  Or Subscribe on Apple for £4.99: - Full-length and ad-free Intelligence Squared podcasts - Bonus Intelligence Squared podcasts, curated feeds and members exclusive series … Already a subscriber? Thank you for supporting our mission to foster honest debate and compelling conversations! Visit intelligencesquared.com to explore all your benefits including ad-free podcasts, exclusive bonus content and early access. … Subscribe to our newsletter here to hear about our latest events, discounts and much more. https://www.intelligencesquared.com/newsletter-signup/ Learn more about your ad choices. Visit podcastchoices.com/adchoices Learn more about your ad choices. Visit podcastchoices.com/adchoices

Author & geopolitics expert Gordon Chang calls in to discuss the controversial middle-of-the-night flights allegedly dropping off Gaza-connected individuals across the United States, and the broader implications of American ignorance towards international crises. They also analyze the recent Alaska Summit involving President Trump and Vladimir Putin, debating its implications for Ukraine and global security. Chang criticizes Putin's war crimes and stresses the need for stringent sanctions against Russia to stop money flow. They touch on China's military ambitions, particularly concerning Taiwan, and discuss the discovery of a Chinese biological weapons lab in California. The conversation concludes with Chang's assessment of President Trump's international diplomacy and the urgency for the U.S. to recognize and act on global threats. Learn more about your ad choices. Visit megaphone.fm/adchoices

America’s prescription drug supply is under siege — and President Trump is putting his foot down. For decades, China has controlled the lion’s share of the raw ingredients and finished medicines flowing into our pharmacies. Now, with Trump’s plan to slap tariffs on those imports, drug prices could go up in the short term. The media will scream, Big Pharma will panic, and politicians will play fear games. But make no mistake: this is Trump’s bold gamble to bring pharmaceutical manufacturing back to U.S. soil. Yes, it may sting at first — your prescriptions may cost more. But this short-term pain paves the way for long-term security. No more foreign dependency. No more supply chain blackmail from Beijing. Trump is betting that an America that makes its own medicine is an America that is stronger, safer, and more independent than ever before. On today’s episode of Stinchfield, I break down why the elites hate this plan, why the pharmaceutical lobby fears losing their sweetheart deals with China, and why you should see these tariffs not as a cost — but as an investment in our nation’s health freedom. If this drug tariff fight tells us anything, it’s that America is vulnerable when it comes to our medicine. We rely on China, we rely on fragile supply chains, and that means when things break down — you and your family pay the price. That’s why I’ve partnered with The Wellness Company to bring you their Emergency Prescription Medical Kit. It’s peace of mind in a box — critical, doctor-prescribed medicines you can’t just grab off the shelf. Imagine a supply chain crisis, a disaster, or even just your local pharmacy being out of stock… this kit means you’re covered. Go to www.twc.health/grant and use promo code GRANT for a big discount. Don’t wait until the shelves are empty — protect your health and your family today. See omnystudio.com/listener for privacy information.

The Baller Lifestyle Podcast – Episode 588 From TheBallerLifestyle.com, it's The Baller Lifestyle Podcast with Brian Beckner and Ed Daly. This week, Brian returns from dropping his son off at Berkeley — only to get caught in a Tesla fire–induced freeway shutdown that left him stranded for hours. Ed continues to deal with a brutal toenail injury (and wonders if balls can get herpes), while both hosts rant about Cybertrucks, Magic Mountain, and Trader Joe's chocolate peanut butter cups. They also cover celebrity deaths, wild news stories, and the latest from sports and pop culture — all with their signature humor. Highlights from Episode 588: Technical Meltdown – Brian nearly can't access the show email right before recording. Ed's Bloody Sock – An injured toe, a dying nail, and the looming cost of a podiatrist. The Berkeley Drop-Off – Brian's fatherly milestone derailed by a Tesla car-carrier fire on I-5. Cybertruck Sightings – Why Ed gives every Cybertruck the finger (including at Trader Joe's). RIP Segment – Remembering Terrence Stamp, LA restaurateur Dan Tana, soap actor Tristan Rogers, Colin Fox, and more. Sports Talk Kevin Sorbo quits the Vikings over male cheerleaders. Greg Olsen's awkward “nickname” slips on-air. Tom Brady in the booth vs. Greg Olsen. China's terrifying Robotics Olympics. Ads & Voicemails – ZipRecruiter spot, Manuel's ongoing saga, and Brad from NY's idea for a “gay segment” jingle. Non-Sports Weirdness World's largest penis causes a man to break his arm in the shower. Couple dies having sex in a car that rolls off a cliff in Brazil. Neil Young quits Facebook over AI “sensual chats with children.” Kelly Clarkson's ex, Brandon Blackstock, dies — leaving behind a messy fortune and scandal. Links & Support:

In the wake of the White House summit with European heads of state, Treasury Secretary Scott Bessent discusses the President's strategy to broker peace in Ukraine and the likely terms for both sides in the conflict. Sec. Bessent also discusses the government's potential stake in Intel, as well as the administration's proximity to industrial policy in the pursuit of national security. Plus, Kristina Partsinevelos reports on Softbank's $2 billion investment in Intel, and Nvidia is reportedly working on a new chip for China.  Scott Bessent - 21:37 In this episode:Scott Bessent, @SecScottBessentKristina Partsinevelos, @KristinaPartsBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

We're jumping into your feed midweek to share an interview with Adam from this past June by our friends at the Radio Davos podcast. We'll be back with a new episode on Friday. Radio Davos is a weekly podcast from the World Economic Forum that looks at the biggest challenges facing the world, and how they might be tackled. Find it wherever you get podcasts or at wef.ch/podcasts. Video-podcasts are posted at https://www.youtube.com/@wef/podcasts. This episode of Radio Davos, an interview with Adam Tooze, was recorded at the World Economic Forum's Annual Meeting of the New Champions in Tianjin, China on June 25, 2025. Historian and podcaster Adam Tooze says we are at a turning point in history - as the Trump administration upends decades of assumptions on geopolitics, trade and the economy. Coinciding with the dawn of artificial intelligence, the rise of China, and demographic shifts are adding to transformative changes for us all. CNBC anchor Chery Kang joins us in the studio at AMNC25 to co-host the episode. This is a video-podcast, watch it on our YouTube channel: http://wef.ch/3GFeAvl Related podcasts: Halfway through 2025, reasons to be optimistic in a turbulent year Three experts on how to understand the USA Tariffs, globalization, and democracy, with Harvard economist Dani Rodrik Check out all World Economic Forum podcasts on wef.ch/podcasts: YouTube: https://www.youtube.com/@wef Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552 Social handles: LinkedIn https://www.linkedin.com/in/robin-pomeroy/ https://www.linkedin.com/company/world-economic-forum/ https://www.linkedin.com/company/cnbc/ https://www.linkedin.com/in/chery-kang-ab5430175/https://www.linkedin.com/showcase/cnbc-international/ X @RobinPomeroyEd  ​​@adam_tooze @wef @cherykang@cnbci @OnesandToozePod @ForeignPolicy Learn more about your ad choices. Visit megaphone.fm/adchoices

The headlines on the Wall Street Journal have been marvelling at the lack of inflationary pressure as a result of tariffs. The latest CPI announcement had the annualized rate at 2.7% against the backdrop of a weakening labor market. This is converging on the Fed's 2% target for inflation. We are looking at inflation because the Fed's interest rate policy is linked to balancing both price stability and maximizing employment. If inflation is too high, they raise rates in order to suppress demand. If unemployment is too high they lower rates to stimulate investment. Of course we know it is not just the rates which affect the economy, it's access to credit which is infinitely more important. We know that tariffs have been making headlines for most of this year. Tariffs have been in effect on a wide range of goods for many countries since April 1. There have been several delays to the implementation of tariffs which were designed to incentivize new trade deals with the US. Some of these have concluded and others like Canada and China are still in process. Last Friday the Producer Price Index was published and it showed that prices increase 0.9% for the month of July. That's a huge jump in a month. Is this all the result of tariffs? No. The services component of the PPI rose 1.1% and the goods component rose 0.7%. Tariffs are not the whole story. When I consider that companies need to maintain profitability, there are several ways they can do this. For example, retailers might hold the line on prices for goods that have tariffs attached to them. But I think the cost pressure from tariffs and the incentive to bring manufacturing to the US will have two effects.Any new manufacturing in the US will take time to implement. In the meantime, companies will have to find other ways to cut costs. If and when they do eventually bring new manufacturing to the US, it will be very highly automated to minimize the impact of higher wages in the US. With the advent of AI, manufacturers will be looking for ways to eliminate other positions in the company and reduce headcount to improve operating margins. The drive to save costs will accelerate the adoption of AI in companies and speed up the elimination of jobs. Strangely, this will have the opposite effect that the White House is hoping for. So if inflation ticks up as a result of tariffs, can the Fed do anything about it? The answer is a resounding NO. Raising interest rates won't make the tariffs go away. Increasing costs for businesses won't cause demand to fall enough to suppress prices. So the Fed would be rendered completely impotent to bring price stability from an artificial imposition of tariffs causing prices to increase. You see these economic models assume normal economic behaviour. But if the model doesn't explain the real situation on the ground, then at a certain point you have to abandon the computer simulation and look out the window to see what's happening.--------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Welcome to the series on COVID-19. Pandemics have shaped our world more than we realize. Long before 2020, waves of disease had already changed the course of history, toppling empires, fueling superstition, and forcing societies to reinvent themselves. In this episode, we trace that story—from the dusty streets of ancient Athens to the silent cities of lockdown in our own century.We start in 430 B.C., where the Plague of Athens raged during the Peloponnesian War, bringing chaos to one of the world's great city-states. We move forward to the Roman Empire, where the Antonine Plague killed emperors and soldiers alike, weakening the empire's hold on the known world. And then we come to the most infamous of all—the Black Death. In the mid-14th century, a microscopic invader erased nearly half of Europe's population. People watched their neighbors die in days, families abandoned their own kin, and eerie figures in long leather coats and beaked masks stalked the streets, hoping the herbs stuffed into those grotesque “noses” would ward off the poisoned air. The image of the plague doctor became one of the most haunting symbols in history.But pandemics didn't just strike Europe. When Columbus crossed the Atlantic, he carried something deadlier than steel—smallpox and measles. Within a century, these Old World diseases wiped out up to 90% of Indigenous populations in the Americas. Entire civilizations, like the Aztecs and the Inca, fell as much to pathogens as to conquest. And in 1918, influenza killed tens of millions around the globe—claiming more lives than World War I itself—while cities struggled to dig enough graves for the dead.All of these echoes lead us to the modern era. In late 2019, mysterious pneumonia cases in Wuhan, China, turned out to be the start of the biggest global event in living memory. Within weeks, COVID-19 swept the globe. Borders closed, cities locked down, hospitals overflowed. Entire nations were asked to stay inside while streets fell eerily silent. Conspiracy theories swirled—from whispers of a lab leak to wild claims about 5G towers and microchipped vaccines—while scientists worked around the clock to create vaccines at record speed. For the first time in history, billions of people were vaccinated within a year, an achievement as remarkable as it was divisive.In this episode, we tell the story of pandemics past and present: the Black Death, the devastation of the Americas, the Spanish Flu, Bird Flu scares, and finally, the full arc of COVID-19—from its mysterious origins to its conspiracies, tragedies, and the ways it reshaped how we live. It's a story of fear and resilience, ignorance and discovery, and ultimately, a reminder that pandemics are as much about people and power as they are about microbes.www.patreon.com/theconspiracypodcast

In what promises to be a decisive clash for control of the Senate, North Carolina's high-stakes Senate race is shaping up to be one of the most costly of 2026. This next cycle, Republicans will be fighting to preserve their 53– 47 Senate majority. Republican National Committee Chair Michael Whatley is running for that North Carolina Senate seat; he joins the Rundown to share his outlook on GOP prospects in the midterms, the weight of President Trump's endorsement, and the sharp divide he sees between Republican and Democratic platforms. As acting NASA administrator, U.S. Transportation Secretary Sean Duffy announced plans to build a nuclear reactor on the moon, a strategic initiative he says will be crucial to compete with the growing lunar ambitions from China and Russia. Former NASA Administrator Jim Bridenstine joins the podcast to explore Secretary Duffy's call for American nuclear reactors in space, the evolving legal debate over ownership in space, and why he predicts mining rare metals on the moon will become very lucrative. Plus, commentary from FOX News Digital columnist David Marcus. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of the RiskReversal Podcast, host Dan Nathan is joined by Gene Munster, managing partner at Deepwater Asset Management. The discussion centers around the dominance of major tech stocks, their rapidly evolving dynamics, and substantial capital expenditures, exemplified by an expected $300 billion increase next year. They delve into the transformative impact of artificial intelligence on markets, with Munster drawing parallels to the tech boom from 1995 to 2000. The conversation also covers geopolitical implications for U.S. tech firms, focusing on Nvidia's crucial role in the U.S.-China tech rivalry. The episode concludes with thoughts on Apple's upcoming launches, the potential for significant IPOs in the AI realm, and the broader economic factors influencing market strategies. Show Notes ‘Absolutely immense': the companies on the hook for the $3tn AI building boom (FT) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media