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Dave Rubin of "The Rubin Report" gives a first look at the stories you need to know to start your day, including Robert F. Kennedy Jr. and the Trump administration freezing more than $1 billion in Medicaid payments to California and Minnesota over suspected healthcare fraud, improper claims, and services allegedly provided to ineligible or deceased recipients; the Department of Justice investigating whether Harvard University accepted billions in foreign funding, including hundreds of millions from China, while discriminating against American students through nationality-based financial aid restrictions; and newly released police bodycam footage showing a transgender University of Central Florida student having a meltdown over alleged misgendering before attacking officers and being arrested; and much more.
Hasbro stock jumped 10% on new adults-only anti-screen Play-Doh… but the same product failed 6 years ago.The new AI leader is cheap and Chinese… And Moonshot AI kicked off a Digital Trade War.Volleyball is now the #2 sport of American women… but its future depends on Hollywood.Plus, CDs just beat Vinyl Record sales… because plastic be poppin'.$HAS $MAT $METAGrab your Tickets to the IPO Tour: Our In-Person OfferingSan Francisco 9/23: https://www.ticketmaster.com/event/1C0064AFB5F688BDBoston 10/14: https://tickets.citywinery.com/event/tboy-the-ipo-tour-in-person-offering-8cdhupSeattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-ticketsNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.
Subscribe to Greg Fitzsimmons: https://bit.ly/subGregFitz Comedian Des Bishop joins Greg for a wide-ranging conversation about growing up Irish American, being sent to boarding school in Ireland, Catholic shame, sobriety, and the difference between guilt and shame. Des also talks about learning Mandarin to perform stand-up in China, navigating life between different cultures, and why great comedians never stop hustling for the audience. Plus, Greg remembers writing a romance novel in Ireland, the guys revisit childhood television before remote controls, and Des explains the fine line between being a comedian and being an entertainer. See Des Bishop's special Bridge and Tunnel on YouTube and find tour dates at DesBishop.net. Find Greg's tour dates at FitzDog.com. This show is produced by Gotham Production Studios and part of the Gotham Network. https://www.gothamproductionstudios.com/studios/ Follow Greg Fitzsimmons: Facebook: https://facebook.com/FitzdogRadio Instagram: https://instagram.com/gregfitzsimmons Twitter: https://twitter.com/gregfitzshow Official Website: http://gregfitzsimmons.com Tour Dates: https://bit.ly/GregFitzTour Merch: https://bit.ly/GregFitzMerch “Dear Mrs. Fitzsimmons” Book: https://amzn.to/2Z2bB82 “Life on Stage” Comedy Special: https://bit.ly/GregFitzSpecial Listen to Greg Fitzsimmons: Fitzdog Radio: https://bit.ly/FitzdogRadio Sunday Papers: http://bit.ly/SundayPapersPod Childish: http://childishpod.com Watch more Greg Fitzsimmons: Latest Uploads: https://bit.ly/latestGregFitz Fitzdog Radio: https://bit.ly/radioGregFitz Sunday Papers: https://bit.ly/sundayGregFitz Stand Up Comedy: https://bit.ly/comedyGregFitz Popular Videos: https://bit.ly/popGregFitz About Greg Fitzsimmons: Mixing an incisive wit with scathing sarcasm, Greg Fitzsimmons is an accomplished stand-up, an Emmy Award winning writer, and a host on TV, radio and his own podcasts. Greg is host of the popular “FitzDog Radio” podcast (https://bit.ly/FitzdogRadio), as well as “Sunday Papers” with co-host Mike Gibbons (http://bit.ly/SundayPapersPod) and “Childish” with co-host Alison Rosen (http://childishpod.com). A regular with Conan O'Brien and Jimmy Kimmel, Greg also frequents “The Joe Rogan Experience,” “Lights Out with David Spade,” and has made more than 50 visits to “The Howard Stern Show.” Howard gave Greg his own show on Sirius/XM which lasted more than 10 years. Greg's one-hour standup special, “Life On Stage,” was named a Top 10 Comedy Release by LA Weekly. The special premiered on Comedy Central and is now available on Amazon Prime, as a DVD, or a download (https://bit.ly/GregFitzSpecial). Greg's 2011 book, Dear Mrs. Fitzsimmons (https://amzn.to/2Z2bB82), climbed the best-seller charts and garnered outstanding reviews from NPR and Vanity Fair. Greg appeared in the Netflix series “Santa Clarita Diet,” the Emmy-winning FX series “Louie,” spent five years as a panelist on VH1's “Best Week Ever,” was a reoccurring panelist on “Chelsea Lately,” and starred in two half-hour stand-up specials on Comedy Central. Greg wrote and appeared on the Judd Apatow HBO series “Crashing.” Writing credits include HBO's “Lucky Louie,” “Cedric the Entertainer Presents,” “Politically Incorrect with Bill Maher,” “The Man Show” and many others. On his mantle beside the four Daytime Emmys he won as a writer and producer on “The Ellen DeGeneres Show” sit “The Jury Award for Best Comedian” from The HBO Comedy Arts Festival and a Cable Ace Award for hosting the MTV game show "Idiot Savants." Learn more about your ad choices. Visit megaphone.fm/adchoices
SCHEDUKE JBS 7-21-26Elizabeth Peek joins John Batchelor to discuss how rising gasoline prices act as a talisman for consumer sentiment and presidential approval. Despite low unemployment and rising real wages, the public remains fixated on energy costs. Peek criticizes Republican messaging and highlights the massive AI-driven investment boom currently occurring. (1)Elizabeth Peek discusses New York mayoral candidate Zohran Mamdani's inability to define the "working class." She argues the Democratic Socialists of America (DSA) primarily represent white, college-educated liberals rather than manual laborers. They also discuss Kevin Warsh as a potential Fed chairman and the independence of interest rate decisions. (2)Peter Berkowitz examines Vice President JD Vance's views on restoring Christianity in America. Berkowitz highlights the ambiguity in Vance's stance regarding government involvement in religion. They contrast Vance's rhetoric with James Madison's historical opposition to state-funded religion, emphasizing the constitutional separation of church and state. (3)Ahmad Sharawi reports on Syria's interception of sophisticated Iranian weapons—including cruise missile components—destined for Hezbollah. The weapons were concealed in Iraqi oil tankers. This move is seen as Al-Shara's attempt to gain international trust and investment by demonstrating a commitment to containing Hezbollah's rearmament. (4)Mary Kissel discusses the ongoing conflict with Iran in the Strait of Hormuz. She argues there is no diplomatic overlap because Iran views nuclear weapons as essential for survival. Kissel notes the lack of a broad international coalition and warns that regional allies might seek accommodation with Tehran. (5)Mary Kissel turns to NATO's lack of unity regarding the Ukraine war. Kissel argues that while Eastern Europeannations feel the threat, Western Europe focuses on domestic politics. She highlights the emergence of a "new alliance" of Russia, Iran, and China, which poses a significant hybrid threat. (6)Joseph Sternberg analyzes China's struggling economy, noting that official growth targets are likely overstated. Facing a real estate crater and demographic decline, China is reverting to an export-heavy model. Unlike Japan's past recovery, China's adversarial stance makes trading partners less willing to absorb its gluts. (7)Joseph Sternberg discusses the transition to Prime Minister Andy Burnham in the UK. Burnham, who took office without an election mandate, faces a heavily taxed economy and bond market skepticism. Sternberg critiques Burnham's big-government agenda and resistance to market reforms, suggesting it may drive away wealth. (8)Gregory Copley evaluates Prime Minister Andy Burnham's new cabinet, specifically John Healey as Chancellor and Wes Streeting as Defense Secretary. While the government aims to boost defense spending and support Ukraine, Copley questions its legitimacy without a fresh mandate and notes a lack of long-term global strategic planning. (9)Gregory Copley covers the alienation of Canada under the Trump administration. Copley explains how Canada is diversifying its defense procurement—buying Swedish aircraft and Australian radar—rather than relying on the US. This shift threatens the NORAD partnership and results in billions of dollars lost for US aerospace industries. (10)Gregory Copley explores the "balance of ignorance," where declining literacy and social media lead to a loss of national identity. He argues that governments make poor strategic decisions because they no longer understand their own history or adversaries, citing the current US conflict with Iran as a primary example. (11)Gregory Copley explains King Charles III's role in forming Andy Burnham's government. The King's "blessing" provides constitutional legitimacy to the transition. Copley notes Burnham is the first practicing Roman Catholic Prime Minister and highlights the King's departure to Glasgow to open the Commonwealth Games. (12)Former Congressman Thaddeus McCotter discusses how rising gas prices and inflation hurt Republicans in swing states. They also examine the Trump administration's use of the Smoot-Hawley Act to threaten tariffs on Canada. McCotter views these as punitive measures that weaken the broader argument for necessary trade protections. (13)Thaddeus McCotter comments on a recent presidential address regarding the 2020 election. He argues that claiming the system is "rigged" is counterproductive for Republican turnout. McCotter suggests that voters care far more about the "price of gas" and groceries than relitigating past elections that the party lost. (14)John Batchelor and Peter Huessy review classic nuclear war films like Godzilla, On the Beach, and Dr. Strangelove. Huessy argues that while these films highlight the horrors of nuclear use, real-world focus has evolved toward deterrence and sophisticated safety systems designed to prevent accidental or unauthorized missile launches. (15)Peter Huessy continues the discussion of nuclear films like Fail Safe and The Day After. Huessy disputes claims that The Day After motivated Ronald Reagan's arms control efforts, noting Reagan was a committed advocate for nuclear reductions long before the movie's massive 1983 television broadcast. (16)Corrections applied silently: Ahmad Sharawi (4) and Thaddeus McCotter (13, 14) per the log.
Joseph Sternberg. Joseph Sternberg analyzes China's struggling economy, citing a real estate implosion, high youth unemployment, and demographic decline. Unlike Japan's historical democratic transition, Xi Jinping's adversarial posture and reliance on subsidized exports face global resistance, leaving the CCP with few ideological options for a virtuous recovery. (7)1880 NANTUCKET
Mary Kissel. Kissel discusses NATO's internal struggles and the need for American leadership to counter a rising axis of Russia, Iran, and China. She notes that Western European nations often prioritize domestic politics over defense, while Eastern European states face more immediate physical threats from Russian aggression. (6)
Seriously, what is life actually like in China? The American discourse on China is so bad, so poisoned, so laden with agendas, it's difficult to understand what life looks like in one of the largest countries on Earth. This week, Adam speaks with Yi-Ling Liu, author of The Wall Dancers: Searching for Freedom and Connection on the Chinese Internet, about what we can learn about life in China from looking at the Chinese internet. Find a copy of her book at factuallypod.com/books--SUPPORT THE SHOW ON PATREON: https://www.patreon.com/adamconoverSEE ADAM ON TOUR: https://www.adamconover.net/tourdates/SUBSCRIBE to and RATE Factually! on:» Apple Podcasts: https://podcasts.apple.com/us/podcast/factually-with-adam-conover/id1463460577» Spotify: https://open.spotify.com/show/0fK8WJw4ffMc2NWydBlDyJAbout Headgum: Headgum is an LA & NY-based podcast network creating premium podcasts with the funniest, most engaging voices in comedy to achieve one goal: Making our audience and ourselves laugh. Listen to our shows at https://www.headgum.com.» SUBSCRIBE to Headgum: https://www.youtube.com/c/HeadGum?sub_confirmation=1» FOLLOW us on Twitter: http://twitter.com/headgum» FOLLOW us on Instagram: https://instagram.com/headgum/» FOLLOW us on TikTok: https://www.tiktok.com/@headgum» Advertise on Factually! via Gumball.fmSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Apple is raising its subscription prices for both Apple Music & select Apple One bundles. The OpenAI & Apple legal battle is escalating. And are Siri's AI features finally coming to China? Apple raises prices for Apple Music and Apple One subscriptions. Is Apple One worth it for you after recent price hikes? iCloud $32.8B CSAM lawsuit dismissed, Apple protected under Section 230 laws. Apple in talks to settle DOJ antitrust lawsuit, per report. Class action accuses Apple of misleading users about Hide My Email's privacy protections. OpenAI and Apple legal battle escalates, poached employees warned about data deletion. Apple Intelligence finally on the road to release in China. PrismML releases Bonsai 27B, claiming first major AI model of its size fit for iPhone. Apple's New Speech API vs Whisper: The First Real Benchmark. Apple testing 'Live Notes' AI system to record Genius Bar sessions. Apple's scrapped Mac Pro plans reportedly included a new Intel model. visionOS 27 Beta: 90-Hertz-Freeze bei 24p-Quellen und neue Controller-Plattform. A.I. 'Vibecoded' apps are flooding Apple's app store. Investigation reveals dozens of disguised gambling apps on the App Store in Brazil. San Francisco demands Apple and Google delete AI 'nudify' apps from App Stores. Picks of the Week Jason's Pick: Breville One-Touch Tea Maker Christina's Pick: Nativ Andy's Picks: David Bowie NASA Bolt Sticker & dbrand MacBook skin Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: ethos.com/macbreak cirasync.com/MacBreak
"Jub-Jub can't take care of me when I'm old and sick. All he can do is eat me when I'm dead" - Selma Bouvier The perpetually unlucky in love Selma suddenly experiences menopause symptoms, making her mothering urge rise to previously unseen levels. Thankfully, she finds China's baby girl surplus will solve all of her problems—as long as she's willing to play Homer's wife. Support this podcast and get over 200 ad-free bonus episodes by visiting Patreon.com/TalkingSimpsons and becoming a patron! And please follow the official Twitter, @TalkSimpsonsPod, not to mention Bluesky and Instagram!
Congressman Lance Gooden (R-TX) unpacks the growing national security threats surrounding AI development and China's hidden efforts to stall American progress. He sheds light on China's whole-of-government push to surpass U.S. capabilities, including the release of cheaper AI models like Kimi and reports that foreign groups are funding American nonprofits to stir up opposition against local data centers. Congressman Gooden also explores how the U.S. can protect its critical infrastructure and maintain its competitive edge without sacrificing domestic innovation. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Charlie McGarraugh joins Moritz Seibert to discuss how systematic investing is evolving beyond traditional trend following. Drawing on experience from Goldman Sachs, crypto and machine learning, Charlie explains why adaptive portfolios, capital efficiency and smarter position sizing may become the defining advantages for the next generation of macro investors. They explore the rise of managed futures ETFs, China's growing futures markets, the trade off between diversification and simplicity, and why portfolio construction often matters more than finding the next predictive signal. It is a thoughtful conversation about where systematic investing may be heading 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 Moritz on Twitter.Episode TimeStamps:00:00 - Why position sizing may matter more than return prediction01:03 - Charlie McGarra's journey from Goldman Sachs to Altis Partners09:03 - The history of Altis Partners and its evolution beyond trend following11:19 - Building a multi factor macro strategy around trend16:02 - Why adaptive investing is becoming increasingly important21:49 - The growth of managed futures ETFs and reaching new investors25:27 - Designing ETFs for diversification and capital efficiency30:30 - Why Chinese commodity futures offer unique opportunities40:41 - New ideas around leverage and capital efficiency42:37 - Kelly sizing, drawdowns and maximizing long term returnsCopyright © 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
In this special edition of From Our Own Correspondent, we remember BBC Correspondent David Willey, who reported from around the world for more than half a century, and who died recently.David was a prolific contributor to this programme throughout his life and was still writing for the programme into his 93rd year. In an interview recorded last year for the ‘From Our Own Correspondent at 70' programme, David tells Today presenter Anna Foster about his early travels reporting from around the world from Libya to China, as well as his long-time role as BBC Vatican Correspondent. This podcast also features some of his most memorable dispatches, including a report on troop morale in Vietnam in the 1970s, a lavish party thrown by Colonel Gadaffi in Libya in 2009 to mark his 40th year in power; insights from inside the Vatican amid the ‘Vatileaks' scandal of 2012; and recollections from 2023 about when he first met Italian PM Silvio Berlusconi at his estate near Milan, where he got a private tour of the billionaire businessman's private mausoleum.
In January 1981, American hostages were released from Iran within hours of Reagan's inauguration. Forty-five years later — to within 30 hours — Andrew Pancholi told his subscribers an Iran conflict was about to begin. He was right. This is not luck. It's mathematics — and in this conversation with Dwayne Kerrigan, Andrew breaks down exactly how cycle analysis works, what it's telling us about real estate, geopolitics, and the global economy right now, and what business owners and investors should be doing with that information.In Part 1 of this episode: The 18.6-year real estate cycle: why we are currently at the same position in the cycle as 2007 — just before the Global Financial Crisis — and what the smart money did last time, and what to do nowThe 100-year pandemic cycle — how Spanish flu, cholera, and COVID all followed the same pattern, and why Andrew saw COVID comingThe 90-year geopolitical cycle: how the polarization, rise of nationalism, anti-immigration sentiment, and challenges to global order we're seeing now mirror the 1930s decade almost exactly — including the economic conditions that led to the rise of fascismThe 250-year empire cycle — America at a tipping point, the petrodollar's quiet expiry, and China's strategic expansion while the West was distractedWhy Andrew predicted the Israel-Iran conflict to within 30 hours — the convergence of a 45-year cycle, a 90-year cycle, and a 36-year cycle, and why Netanyahu's personal history from the 1976 Entebbe raid has driven his policy decisions in Gaza and LebanonThe AI boom through the lens of cycles — why every major boom is fueled by new technology, and whether the return on investment can justify what's going in.Note: This conversation is for informational and educational purposes only and does not constitute investment advice. Please consult a qualified financial professional before making any investment decisions.Episode Highlights:00:00 - Hidden Patterns Teaser00:30 - Podcast Intro Setup01:03 - Meet Andrew Pancholi04:39 - Why Cycles Matter07:06 - Real Estate Cycle08:44 - Big Cycles 2029 Risk12:15 - What Should We Do15:38 - Seven Year Life Cycles19:43 - Forecasting Iran Conflict24:25 - Pandemic Cycle Evidence29:29 - Boom Signals And Technology35:45 - Real Estate Action Steps40:09 - Timing the Property Cycle41:38 - Strategy Over FOMO43:25 - Cycle Experts and Herd Signals45:53 - Geopolitics in 90 Years48:44 - The 250 Year Empire Shift58:11 - Petrodollar and BRICS Challenge01:06:21 - China's Resource Playbook01:11:38 - War Outlook Russia Ukraine Taiwan01:15:31 - What to Watch Next01:18:01 - Wrap Up and DisclaimersResources mentioned:Zero Hour — book by Andrew Pancholi and Harry S. Dent Jr.The Secret Life of Real Estate and Banking — book by Philip AndersonThe Secret Wealth Advantage — book by Akhil PatelThe Art of War — book by Sun TzuThe Market Timing Report — markettimingreport.comQuotes:“The minute you start a conflict, a physical conflict, you have lost the war.” - Andrew Pancholi“The markets are an indication of the psychology of the world. That's the way I've always been trained and always looked at it, is that it is gonna give you what the psychology of the world is looking at things from a economic standpoint.” - Dwayne Kerrigan“ If you don't have to buy, keep saving, 'cause the chances are the house prices will come down, and then when we get to about 2031, 2032, that might be a good time to start looking.” - Andrew Pancholi“ Religious texts, philosophical texts, they all hide mathematical patterns within them. There is something secret hidden away. I mean, it's an open secret if you go and study it, but there are some patterns and years, certain mathematical patterns that do repeat in the bigger picture.” - Andrew Pancholi“ I put the, uh, message out on the Thursday evening to our subscribers saying, "This is gonna kick off, uh, I believe on tomorrow or, or Saturday," and it actually happened on Saturday. So depending on where you are in the world, it was maximum 30 hours out.” - Andrew PancholiAndrew Pancholi is the founder and CEO of The Market Timing Report, a global macro research service used by professional investors, portfolio managers, and family offices to identify risk windows and periods of asymmetric opportunity. For over 40 years, he has forecast turning points in markets including the S&P 500, gold, oil, and Bitcoin using time cycle analysis built on the methods of W.D. Gann, Edward Dewey, and Ralph Elliott. He is co-author of the bestselling book Zero Hour with Harry S. Dent Jr. and a board member of the Foundation for the Study of Cycles. Before market timing, Andrew spent decades as a senior pilot for a major flag carrier airline, including roles as Training Captain and Training Standards Captain.Connect with Andrew Pancholi: https://andrewpancholi.com/https://www.linkedin.com/in/andrewpancholi/The Market Timing Report — markettimingreport.comConnect with Dwayne KerriganFacebookInstagramLinked InWebsiteDisclaimer: The views, information, or opinions expressed by guests during The Dwayne Kerrigan Podcast are solely those of the individuals involved and do not necessarily represent those of Dwayne Kerrigan and his affiliates. Dwayne Kerrigan or The Dwayne Kerrigan Podcast is not responsible for and does not verify the accuracy of any of the information contained in the podcast series. The primary purpose of this podcast is to educate and inform. Listeners are advised to consult with a qualified professional or specialist before making any decisions based on the content of this podcast.
We think of Walmart as ultra-American, but its business relationship with China has fundamentally changed how American retail operates. In this episode, how one retailer helped turn China into the world's factory, eventually becoming the single largest U.S. importer of Chinese consumer goods. Guest:Eileen Otis, Associate Professor of Sociology at Northeastern University and author of Walmart: Made in China Support shows like Throughline with NPR+. Sign up today at plus.npr.org.See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy
Steve says the newest revelations about American election integrity presented by President Trump last week don't mean anything, unless the Department of Justice steps up. Then, Dr. Ben Whalen of Hillsdale College joins the program to discuss the real "Odyssey" and why Homer is foundational to Western scholastic tradition. In Hour Two, Fake News or Not reacts to a post written by Steve that ruffled feathers over the weekend. Pop Culture Tuesday is Steve's review of Nolan's "The Odyssey." TODAY'S SPONSORS: PREBORN: https://give.preborn.com/preborn/media-partner?sc=IABSD0123RA COVEPURE: https://covepure.com/?ref=151 and get up to $200 off Learn more about your ad choices. Visit megaphone.fm/adchoices
Krystal and Saagar discuss Trump threatens payback for Iran killing soldiers, Trump rages over Zohran Bibi arrest talks, China erases US AI lead, secret gov plot for biological war scenario. Annie Jacobsen: https://www.penguinrandomhouse.com/books/783250/biological-war-by-annie-jacobsen/ Adam Smith: https://electadamsmith.com/ To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: www.breakingpoints.com Merch Store: https://shop.breakingpoints.com/ See omnystudio.com/listener for privacy information.
In this episode of John Solomon Reports, host John Solomon highlights significant strides in election integrity as the Treasury Department successfully halted $100 million in fraudulent payments, signaling a crucial shift in government strategy towards prevention rather than reaction. Solomon compares this evolution to the FBI's post-9/11 transformation, emphasizing a proactive approach to safeguarding taxpayer dollars across various entitlement programs.As the episode unfolds, Solomon discusses a major development in the House of Representatives, where Speaker Mike Johnson is advancing the Save America Act's key provisions—mandatory voter ID and citizenship checks—through a reconciliation budget bill. This could pave the way for a legislative victory for the Republican Party, particularly in light of recent revelations about non-citizens on voter rolls, which have been dismissed by some as conspiracy theories.Joining Solomon are Congressman Darrell Issa of California, who shares insights on the election integrity landscape and the implications of recent China revelations, and Tom Fitton from Judicial Watch, who sheds light on ongoing efforts to address election integrity issues. The episode also features health updates from Pure Health Research, focusing on wellness strategies, including managing swelling and liver health, relevant to listeners of all ages.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Kara and Scott unpack the latest Trump grift: Truth Social's paid fast lane for Wall Street. Then, China's new AI model rattles markets, and raises fresh questions about America's lead in the AI race. Plus, SpaceX stock comes down to earth, Netflix earnings spark concerns, and the Tate brothers are arrested.Watch this episode on the Pivot YouTube channel.Follow us on Instagram and Threads at @pivotpodcastofficial.Follow us on Bluesky at @pivotpod.bsky.socialFollow us on TikTok at @pivotpodcast.Send us your questions by calling us at 855-51-PIVOT, or email Pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Welcome to Impact Theory with Tom Bilyeu. In today's deep dive, Tom unpacks why economic analysts missed the mark when predicting oil prices amid the ongoing war in Iran. Despite forecasts of oil soaring to $200 a barrel, prices unexpectedly plummeted—even as major shipping routes were disrupted and military tensions escalated. Tom takes us through a detailed timeline of the conflict, examines the surprising role of China's shrinking oil demand, and reveals how outdated economic assumptions failed to account for a global downturn already brewing beneath the headlines. By connecting supply, demand, and the hidden frailties of both the Chinese and U.S. economies, Tom explains why falling demand—not war or supply shocks—now holds the key to understanding the global market's future. Whether you're an investor, entrepreneur, or simply curious about the forces shaping our world, this episode exposes the deeper story behind today's economic anxiety and offers practical strategies for navigating uncertain times.Sign up for my AI Masterclass: https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=social Check us out wherever you get your podcasts:Spotify:https://open.spotify.com/show/1nARKz2vTIOb7gC9dusE4b?si=a8daffd2bf1f48fdApple: https://podcasts.apple.com/us/podcast/tom-bilyeus-impact-theory/id1191775648Do you need my help STARTING a business? Join me here inside ZERO TO FOUNDER: (https://tombilyeu.com/zero-to-founder)Get the exact systems, mindset shifts, and principles that built a $1B brand delivered straight to your inbox every week. Subscribe for free (https://tombilyeu.com)Check out our Video game - Project Kyzen: (https://projectkyzen.io/)Catch Me Streaming on Twitch - (https://twitch.tv/tombilyeu)Link to IT discord: https://discord.gg/TZKJ2etPbTTom's Favorite Things List: https://amzn.to/41Ftt7eFor Business inquiries: connect@impacttheory.comFOLLOW TOM:Instagram: https://www.instagram.com/tombilyeu/Twitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuQuince: Free shipping and 365-day returns at https://quince.com/impactpodWhatnot: Download the Whatnot app today and get free shipping on your first order.Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderATT Business: Switch to AT&T Business at business.att.comIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Pique: 20% off at https://piquelife.com/impactNetsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/TheorySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this edition of Trending Hard or Hardly Trending?, Jack and Miles are joined by super producer Anna Hossnieh to discuss the death of Charlie Kirk’s memorial highway, Trump’s Canada wildfire tariffs, China’s snake flood, the trailer for ‘Avengers: Doomsday’ and much more!See omnystudio.com/listener for privacy information.
The push for hyperscale AI data centers in every county isn't about innovation — it's about centralized control, land grabs, and the surveillance state. China just beat the U.S. tech giants for a fraction of the cost. I'm joined by computer scientist and AI expert Jim Calhoun to expose the massive grift behind America's generative AI strategy. While U.S. tech giants like OpenAI, Microsoft, and Amazon take on trillions in debt to build massive, power-draining data centers, China just released a decentralized, open-weight AI model (Kimi-3) essentially for free. Calhoun breaks down why decentralized "edge computing" is the real future of AI and why Big Tech's current path is a dangerous misallocation of capital disguised as a "Sputnik moment." Learn more about your ad choices. Visit megaphone.fm/adchoices
Alice Han and James Kynge start with Trump's claim that China ran an influence operation using voter files from over 220 million Americans, and why Beijing is calling it fabricated. They dig into what the underlying intelligence actually shows, how it lands just two months before Trump's planned visit to China, and what it means that global public opinion is now tilting toward Xi over Trump. Then, Selina Xu, head of China research for former Google CEO Eric Schmidt, joins to talk about her recent trip to China with Schmidt, where the U.S. and China each have the edge in the AI race, how culture and adoption differ between the two countries, and whether Beijing's pushback against emotional dependence on AI is a sign of things to come. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
P.M. Edition for July 21. Recent AI models from China claim they're just as powerful as some of the most cutting-edge models from OpenAI and Anthropic. Journal reporter Amrith Ramkumar joins to discuss the latest reactions from Silicon Valley and the White House. Plus, General Motors had a strong second quarter as consumers kept buying pickup trucks and SUVs. And New Jersey says a software error led to almost 400 non-citizens voting in elections in the state since 2023. Alex Ossola hosts. Sign up for the 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.
Stay informed on current events, visit www.NaturalNews.com - Trump Administration's Potential Ban on China-Based AI Models (0:11) - Anthropic's Use of Pirated Books and Fair Use Ruling (1:09) - Authors' Reactions and Settlement Details (4:38) - Fair Use and Transformative Use in AI Models (9:35) - Challenges and Opportunities in AI Model Development (20:27) - Impact of AI Model Bans on U.S. Corporations (31:46) - Resistance to AI Model Bans and Legal Challenges (34:37) - Global Competition and AI Model Development (37:33) - Potential Solutions and Alternatives to AI Model Bans (41:27) - Final Thoughts and Call to Action (41:48) - Implications of the Genius Act and Tether (59:17) - Triffin's Dilemma and Manufacturing Reshoring (1:22:42) - Impact of AI on the Financial Industry (1:25:32) - Silver Market Dynamics (1:30:11) - Breaking News: AI Cooperation Agreement (1:41:11) - Silver's Industrial Demand and Military Applications (1:46:08) - After-Party Discussion: Financial Strategies and Decentralization (1:57:17) Watch more independent videos at http://www.brighteon.com/channel/hrreport ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:
In the second part of our economic roundtable, Michael Gapen, Jens Eisenschmidt and Chetan Ahya join Seth Carpenter to discuss how central banks are balancing sticky inflation, resilient growth and regional policy trade-offs.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist and Head of Macro Research. And once again today, I am joined by Morgan Stanley's chief regional economists: Michael Gapen, the Chief U.S. Economist, Jens Eisenschmidt, our Chief Europe Economist, and on the other side of the world, Chetna Ahya, our Chief Asia Economist. Yesterday, we talked about what's supporting growth around the world, especially AI spending in the U.S. and some government spending in Europe, and Asia's role in making all of this happen. Today, we're going to try to dig deeper and go into policy. It's Tuesday, July 21st at 10 am in New York Jens Eisenschmidt: And 4pm in Frankfurt. Chetan Ahya: And 10pm in Hong Kong. Seth Carpenter: Since the last time we did this in mid-April, I will say the debate around central banks has probably become more complicated. Global growth has held up, probably better than many people expected. And inflation, which picked up a lot, started to recede. But it has not gone away. And some of the forces helping to shape the economy, the AI spending, government spending, that possible upswing in manufacturing, that could keep demand strong, and it might keep pushing inflation higher. So, the question today is, if growth remains resilient, how much room really do central banks have to navigate? Mike, let me start with you because your call for the Fed here in the U.S. is out of consensus, or at least at odds with where the market is pricing things. We talked about the demand going from AI. You pointed out that imports are actually limiting how much domestic demand there is. So, what is the underlying story for inflation in the U.S.? And what does it mean for the Fed? Michael Gapen: So, our view is that inflation will come down in the U.S. So, we think disinflation will be driven by some payback in energy prices. Some payback from tariffs, which have pushed up goods prices over the last year. And some further diminishment in housing-related inflation, namely shelter. So, we think on a broad-based perspective, inflation has already peaked and will start moving lower. And we think we've seen evidence of this in recent inflation prints. A risk to that, though, is from the demand side of the economy and AI-related inflation in two parts. One, higher software prices, chipflation. So, the pass-through of some of the AI pricing components. Fortunately, here, they're about less than 1 percent of the consumer basket. So, we don't think that there's a great risk, a strong risk, a high risk of AI-related inflation in the consumer bundle. I think the real risk is that maybe we underestimate broad-based demand, animal spirits. And so, you might just see a broad-based increase in inflation from stronger demand. That'll be a little bit harder to see in real times. But our expectation is that inflation moves lower to about 3 percent, by the end of this year and closer to 2.5 percent next year. Seth Carpenter: All right. Thanks, Mike. And in fact, the most recent inflation report that we just got confirms your perspective that inflation should be coming down. And so, I guess the question then remains: What would it take for the Fed to hike this year if inflation has come down like we've seen? Michael Gapen: Well, I think that the answer there is that inflation wouldn't come down in line with our expectations. So, if the view is that energy prices, tariffs, and shelter inflation should provide plenty of offset and bring inflation down, I think the answer is you don't get payback. Explicitly, core goods prices stay elevated. Maybe we get ongoing disruptions in the Middle East that push energy prices higher and create second-round effects. So, I think inflation just lingering at elevated levels could mean the Fed gets brought in to raise rates in September or later this year. We think if they're patient enough, they'll see enough disinflation to keep them on the sidelines. But the risk is disinflation forecast is too optimistic, inflation stays firm, the Fed needs to raise rates. Seth Carpenter: All right, Jens, what about for you and the ECB? They've already raised interest rates once this year. I think you've got a forecast for them raising interest rates again in September. What could make you wrong about that forecast? What's going to make you convinced that you're right about that forecast? And is there a similar tension that the ECB is wrestling with that Mike talked about for the Fed? Jens Eisenschmidt: Yeah. I mean, starting with the last part of your question, I think no doubt, very similar tension. Just that, of course, it's less obvious. It's essentially a nuanced European version instead of the loud American version that we always stereotypically think the world looks like. So, essentially, we have here clearly not an AI boom. That, I mean, there's no question. And we have discussed that yesterday. Still, there is certainly the notion that the world demand is not really weak, and some of this will also arrive in Europe. And so, you have that tension between maybe there's more resilience than we had thought, and so inflation will not come down through to slack as much. And so, we might actually add something here in terms of monetary restrictiveness. Now, the other thing that is often forgotten, even though it's blatantly obvious, the starting point is just different. The ECB is running neutral monetary policy by all accounts. I mean, you could say 2 percent is neutral, and now they are 2.25. But, you know, there are ranges of uncertainty around any estimate. And the latest that they published runs – goes from 1.75 to 2;2.5. So basically, even if they were to increase rates to 2.5 in September, you could go with the microphone around the governing council, and you would probably find a lot of people saying, "Well, this is still a neutral policy." That's probably not the case for the U.S. So, I guess this matters here for that debate too. Seth Carpenter: All right. Yesterday we talked about lots of different things, but for Europe, we brought up fiscal policy. How do you think about fiscal policy and how it affects monetary policy? And so, I'm thinking about two channels. One, how much does the ECB care that if they keep pushing up interest rates, they're going to increase the debt service burden for countries that are already facing high debt costs? And second, is fiscal policy going to be the extra impetus for inflation that forces even more rate hikes from the ECB? Jens Eisenschmidt: I guess it depends on who you ask. Certainly, more concerned members in the governing council that would point to exactly that fiscal stimulus as a reason why interest rates have to be increased further from here. The other answer I would give is – probably for now at least, the view on fiscal policy is really model-based. You look at what type of increase in interest rate gets you essentially more fiscal restraint because there's an increase in interest rate bill and so less spending somewhere else. And that gets you basically less stimulus or less growth, I mean, very roughly speaking. I don't think it's a major concern for now. We haven't reached yet interest rates where this would start to play a role. I guess, again, Europe being fragmented as it is, with all the political risk that's around the corner. Think about the elections in France and Italy and Spain next year. That will very likely find itself expressed in spreads. And so, the higher the interest rates are, the larger the spreads could become. Seth Carpenter: So, for each of you, there's clearly a role for inflation. One of the risks we'll talk about maybe is inflation expectations and how maybe there's a big shift in what's going on with inflation. But Chetan, that brings me to you and Asia, because one economy where there unquestionably has been a fundamental shift in inflation and inflation expectation over the past several years is Japan. The Bank of Japan is on this normalization path where they're raising interest rates. Interest rates had been negative and then zero, and now they're gradually raising things up. Inflation has come back to Japan. Markets are looking at what the Bank of Japan is likely to do. Can you tell us a little bit about what our view is for the Bank of Japan this year and next? And what might make them hike interest rates faster than we think? And is there any risk that in fact they hike interest rates slower than we think? Chetan Ahya: Yeah, Seth. So, we are expecting BoJ to hike twice from here. The first rate hike is coming up in December of this year, and then another one coming up in June of next year. And then we think that, you know, the underlying inflation trend in Japan is not really that strong. So, while market pricing is for about three more rate hikes instead of two that we are building in our base case. And some of the macro investors are even talking about four more rate hikes. We think the underlying inflation trend warrants a caution and BoJ to go slowly than what the market is pricing in and what the macro investors are saying in. And the key part of our framework on thinking about Japan's inflation is that bulk of the explanation to inflation rise in Japan lies in currency moves. And secondarily, you can look at also the other drivers are more from supply side, which is higher energy prices or food prices. Whereas it's not driven so much by demand. To elaborate further on why it is not driven by demand, when you look at Japan's consumption trend, and if you index it to hundred at pre-COVID levels in September [20]19 then it's currently about 101; i.e., that it's just about 1 percent up over the last seven years. So that's a very tepid trend of consumption demand. And therefore, we don't think that BoJ needs to rush into hike in a more aggressive pace going forward. Seth Carpenter: So, there is this fundamental shift, but boy, it's not on a tear, and so the BoJ can take its time. You know, Chetan, it's hard to wrap up a conversation about the global economy without talking about China. I get the sense that there's not a lot going on with monetary policy, but we did just see a soft Q2 GDP print. So, against that backdrop, what should we be expecting in terms of policy? Is there any monetary policy coming? Or is there going to be some fiscal expansion? Or is China just sort of stuck in this lower gear? Chetan Ahya: Yeah, Seth. So, we were also surprised by the soft GDP print. But when you look into the data, actually, it was interestingly doing well on exports. And I mentioned earlier about how the global CapEx trend is helping Asia. It's definitely helping China too. But at the same time, China's domestic demand turned out to be quite weak. And particularly in the areas where we think that the policy response can be providing some help, i.e., infrastructure spend, was also very weak. And therefore, we are expecting that in the back half of the year, you will see the government taking up some fiscal expansion. Not new stimulus announcement, but whatever they had budgeted. They have enough room within that to utilize that budget and actually increase that fiscal spending towards infrastructure. We have about 2 trillion RMB worth of funds available for the government to go ahead and spend in the second half. And then lift that growth trend, which has dipped to 4.3 percent in second quarter to back to 4.6 percent in the back half of the year. Seth Carpenter: You know what? Maybe that's a great place for us to leave it. We've gone around the world again today, but this time focusing much more on policy. In the U.S., the Fed is facing this interesting situation. We think inflation is coming down. The last CPI print went in our favor. And so as a result, our forecast is that the Fed doesn't change policy at all this year. But it's going to come down to the data, and in particular, whether or not Mike and his team are right in terms of where inflation is going. In Europe, the ECB has already raised interest rates once this year. Jens and team are looking for another interest rate hike. The ECB really does seem more sensitive to inflation coming from the energy shock, but there are lots of other crosscurrents that they're paying attention to as well. And then the other major developed market central bank, the Bank of Japan, is on this normalization path. They are in the process of raising interest rates, but Chetan pointed out to us that the growth rate is such that they don't have to be in any sort of hurry, and they can take their time. So, with that, Mike, Jens, Chetan, thank you so much for helping us connect all of these dots. And to the listeners, thank you for listening. If you enjoy the show, please leave us a review wherever you listen. And share Thoughts on the Market with a friend or a colleague today.
This hour we talk with Bill Gertz, award-winning columnist for The Washington Times. He will update you on why the Secretary of State just ordered the deportation of a Cuban Communist influence agent. He will also discuss a Marxist tycoon who is funding China backed AI data centers. Bill always offers keen insight on the world around us so don’t miss this great conversation.Become a Parshall Partner: http://moodyradio.org/donateto/inthemarket/partnersSee omnystudio.com/listener for privacy information.
Plus: Novo Nordisk files a deceptive advertising lawsuit against Eli Lilly. And the latest Chinese AI model launches rattle expectations for the biggest AI players in the US. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Google launched Gemini 3.6 Flash and started pretraining Gemini 4. China weighed tightening AI export controls, Bessent said the US would probe Chinese model distillation, Apple prepped a Klarna-backed leasing program, and OpenAI passed 10M Codex and Work users. Google launches Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber (9to5Google) Google launches Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber, and says it has started its "most ambitious pre-training run yet" for Gemini 4 (CNBC) Sources: China is weighing tightening AI and chip export controls and is consulting leading domestic AI companies, in a bid to slow advanced tech acquisitions (FT) US Treasury Secretary Scott Bessent says the Trump administration will investigate whether Chinese AI models were illegally distilled from American models, and raises the possibility of sanctions (CNBC) Sources: Apple plans to launch Apple Upgrade, a leasing program for iPhone, iPad, Mac, and Apple Watch, in partnership with Klarna in the US next week (Bloomberg) OpenAI says it now has 10M people using Codex and ChatGPT Work, nearly doubling usage from earlier this month when the company announced ChatGPT Work (Bloomberg) OpenAI says it now has 10M people using Codex and ChatGPT Work, nearly doubling usage from earlier this month when the company announced ChatGPT Work (Implicator AI) Garmin launches the Cirqa Smart Band, a $200 screenless fitness tracker that monitors 80+ activities with an up to 10 day battery life, to compete with Whoop (Bloomberg) Garmin launches the Cirqa Smart Band, a $200 screenless fitness tracker that monitors 80+ activities with an up to 10 day battery life, to compete with Whoop (The Verge) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices
A U.S. vs China AI cold war is starting, and most business leaders have no idea they're already in it.China's open models just closed the gap with America's best, oftentimes at a fraction of the price.Now both governments are moving to wall off their AI within days of each other.Why? Because this was never about benchmarks. It's about power y'all. We break it all down on today's show and help you figure out the 101 of the AI war between U.S. and China. The U.S. vs China AI Cold War Is Starting: What It Means and How It Impacts You -- An Everyday AI Chat with Jordan WilsonNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:U.S.-China AI Cold War OverviewChinese AI Models Closing U.S. GapGovernment Restrictions on AI Model AccessEconomic and Geopolitical AI Power StruggleRisks for U.S. Businesses Using Chinese AIOpen Source vs. Closed Source AI DebateChinese AI Model Pricing Undercuts U.S.AI Model Distillation and U.S. Security ConcernsEnterprise AI Cost-Effectiveness BenchmarksMicrosoft Testing Chinese AI DeploymentsFuture AI Model Export Controls & StrategiesRecommendations for AI Model Sourcing and RiskTimestamps:00:00 US-China AI tensions escalate04:30 Switching to Chinese AI models08:47 US vs China in open source models11:39 China's narrative control efforts14:42 Challenges in AI model development18:25 Differentiating open source strategies23:04 AI model cost-effectiveness analysis26:31 US measures against model distillation29:38 Discussing Microsoft's use of AI models31:17 Controlling export of AI modelsKeywords: US vs China AI cold war, China AI restrictions, US AI restrictions, AI model export controls, Chinese open source AI models, AI geopolitical power, economic growth through AI, global AI standards, AI superpower race, AI model benchmarks, open weight models, enterprise AI deployment, trillion parameter AI models, Microsoft AI model testing, AI model pricing, Claude Fable 5, GPT-5.6, GLM 5.2, Kimmi K3, Alibaba Qwen 3.8, model distillation, AI cybersecurity risks, AGI leadership, military AI use cases, China narrative control, model adoption, compute power for AI, AI training data, AI export law, US national security and AI, model routing, mixture of models, cost per intelligence index, Anthropic models, cost per task AI, model capability parity, AI market adoption, cloud competition, AI architecture innovation, AI model sanctionsSend Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner
CNN's Van Jones says his phone is ‘blowing up' after saying democratic socialists are ‘going too far'. Knowing what we now know about China & the 2020 election, the media saturating the airwaves with this talking point in 2021 makes a lot more sense. Trump answers questions in the Oval Office. The suspect who attempted to burn down the ICE office in Manhattan is identified. Zohran Mamdani doubles down on planning to arrest Netanyahu during his visit to New York.Thank you for supporting our sponsors that make The Dana Show possible…Byrnahttps://Byrna.com/DanaTrusted by law enforcement, security professionals, and everyday Americans—defend yourself and your family with Byrna.HumanNhttps://Humann.com/DanaGet the limited edition Watermelon Flavor and find out how to get a FREE 30-day supply before they sell out.Patriot Mobilehttp://PatriotMobile.com/DANAVisit online or call 972-PATRIOT and use promo code DANA for a FREE month of service.Relief Factorhttps://ReliefFactor.comDeclare your independence from pain with Relief Factor—start the 3-Week QuickStart for just $17.76Ghost Bedhttps://GhostBed.com/DANAGhostBed has the cooling luxury mattress you need for the best summer sleep. Use code DANA for an extra 10% off sitewide.Noble Goldhttps://NobleGoldInvestments.com/DanaIf you want to see how physical gold and silver could fit into your portfolio, download Noble Gold Investments FREE Wealth Protection Kit.Concerned Women For Americahttps://ConcernedWomen.org/DanaTogether, we can defend our girls, equip parents and protect the next generation. Subscribe today and stay in the loop on all things news with The Dana Show. Follow us here for more daily clips, updates, and commentary:YoutubeFacebookInstagramXMore InfoWebsite
CBP wanted to stop Covid co-conspirator Peter Daszak upon his return to the US from China after "investigating" the origins of the virus on behalf of the NIH, but the FBI stopped them. Why? What did the FBI know YEARS AGO that they didn't want us to know? Sunny Hostin plays her privilege card after her son gets cited by police for trespassing. The Flock Camera issue is a much bigger problem than we imagined, especially for an Arizona community where license plate readers are being disguised as construction barrels.
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Erick connects lost American institutional knowledge (nobody can build an IMAX 70 millimeter projector anymore, and Plant Vogtle had to reteach the country how to build a nuclear power plant) to the bigger story: China is building 39 nuclear reactors and 100 coal plants while the United States builds zero. He argues Joe Biden wrecked […]
In this week's Stansberry Investor Hour, Dan welcomes Craig Tindale to the show. Craig is a private investor with a keen perspective on economic and geopolitical analysis. He has more than 5,000 subscribers on Substack. Craig kicks things off by discussing "hard bifurcation," a term he uses to refer to the U.S. importing its products instead of manufacturing them, creating dependencies on other countries. For instance, China has control over the precious metals the U.S. needs for defense. Craig looks at history to show why nations didn't trade crucial resources with rival nations... and how nations that did faced shortages during war. And he addresses how China could restrict our access to rare earth metals to slow down U.S. AI chip development. (0:00) Next, Craig notes several gases the U.S. produces that serve as counters to China's choke points. The only thing that could impact them would be a breakdown in the supply chain. Craig says that the U.S. would need at least five years to build the overall industrial factories and infrastructure needed to match what China has. And while not economically viable, if a rare earth shortage did hit the U.S., we could recycle e-waste to produce the materials we need. Craig discusses the byproducts that come from mining production and how they impact other industries. (19:14) Finally, Craig expresses his frustration at how policy and regulation have created more risk factors for shortages. He says that companies move their efforts to other countries where such restrictions are looser or nonexistent. And while most folks won't notice those changes, they'd feel the knock-on effects if anything were to impact operations wherever that manufacturing was happening. And Craig warns folks to become more resilient and self-sufficient to protect themselves against uncertainty. (35:49)
Live July 20, 2026 | Yaron Brook Show(Season 12, Episode 127)Iran - What Next?; AI - China Coming; ICE; DSA; Vance & GDP; Achievement | Yaron Brook ShowIran After the Strike? China's AI Race, Socialist Delusions & The Fatal Misunderstanding of ProsperityWhat happens after Iran? Is China catching America in AI? Why are politicians—from the Left to the Right—still getting economics fundamentally wrong?In this wide-ranging live episode, Yaron Brook tackles the biggest geopolitical and philosophical questions shaping the future. From America's strategy toward Iran and the growing AI race with China to government interference in technology, ICE controversies, Democratic Socialists of America, JD Vance's critique of GDP, and what real human achievement actually means, this episode connects today's headlines to the deeper ideas driving them.Yaron also answers an outstanding slate of audience questions covering SpaceX, Trump, Reagan, welfare, Silicon Valley, Alex Epstein, capitalism, sanctions, Ayn Rand, Catholicism, Objectivism, commodity trading, financial markets, and much more.If you want analysis that goes beyond the headlines and gets to first principles, this episode is for you. Watch now: https://youtube.com/live/J8_hKMVNOH8Timestamps00:00 Introduction00:32 World Cup highlights & opening thoughts06:36 Upcoming events and seminars07:48 Iran developments and America's strategy15:32 AI breakthroughs, China, and the global race29:16 Government intervention in AI companies38:00 ICE assault investigation45:35 Democratic Socialists of America platform54:07 JD Vance, GDP, opioids & economic misunderstanding1:07:52 Poverty, consumerism & what GDP really measures1:12:05 Shipping innovation, satellites & global energy access1:18:10 Closing thoughtsLive Audience Questions1:28:15 Why did SpaceX stock fall so quickly after its IPO?1:28:23 Is Trump's refusal to apologize the secret to his political success?1:30:07 Why does altruism appeal to people who think in binaries?1:32:29 Does the welfare state prevent—or create—socialism?1:40:09 Why do people make their beliefs part of their identity?1:42:57 Do corrupt politicians still need capitalism to survive?1:45:01 What's the hardest part of teaching Ayn Rand?1:47:09 Why isn't New Hampshire another Silicon Valley?1:52:55 Has Alex Epstein changed the energy debate?1:54:09 Why did Trump strike Iran?1:58:08 Why doesn't Trump pursue Reagan-style tax cuts?1:59:53 Does Objectivism protect against despair and nihilism?2:01:24 Tom Brady, Jake Paul & the "sanction of the victim"2:02:53 Scholarship eligibility question2:03:14 Why are intellectuals embracing Catholicism?2:07:19 Are Trump's investment accounts really pro-capitalist?2:13:27 What would make Gulf states confront Iran?2:19:02 Why do wealthy elites promote welfare policies?2:24:14 Is trading with sanctioned nations moral?2:25:10 What did Reagan actually deregulate?2:26:49 What would markets look like under genuine capitalism?Like this episode?Subscribe, share it with friends, and become a Patreon supporter to access monthly AMAs, exclusive content, and commercial-free audio.#Iran #ChinaAI #ArtificialIntelligence #Trump #JDVance #economics #China #Politics #AynRand #Objectivism #Capitalism 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.
Critical minerals sit at the intersection of energy technology, industrial competitiveness, and economic resilience. The issue has hit a fever pitch in the United States, driving the Trump administration to establish a $12 billion Strategic Critical Minerals Reserve and take other steps to support domestic mining projects. More broadly, G7 countries recently agreed to step up coordination to cut their countries' reliance on China for critical minerals. All of these moves are targeted at breaking China's stronghold on the sector, which it built over decades as the US largely turned away from securing a critical mineral supply chain. And it's not just about supply dominance, China is also using its strengths in the sector as a geopolitical weapon. Yet, questions remain over whether US investments to date, or international agreements, are stoking the level of private investment needed to compete with China. So what financial models could provide effective blueprints for quickly scaling mineral supply? Which countries are pursuing the most promising approaches? And looking beyond investments, what policy tools could help the US and its allies grow a resilient critical minerals supply chain? Today on the show, Bill Loveless speaks to Tom Moerenhout and Tomasz Nadrowski about what it takes to build mineral supply chains as strategic infrastructure and how targeted financial instruments could lower risks for investors. Tom Moerenhout leads the Critical Materials Initiative at the Center on Global Energy Policy and is a professor at Columbia University's School of International and Public Affairs. Recently, he and other scholars at the center contributed to a new World Economic Forum report called "Making Critical Minerals Bankable: Policy Tools to Unlock Investment." Tomasz Nadrowski is the co-founder and portfolio manager at Amvest Terraden, where he invests in exploration, development and mining companies that are focused on strategic minerals. He has 25 years of mining sector investment experience. He is also the author of the recently published book Mineral War: China's Quest for Weapons of Mass Destruction. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.
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There was a time when U.S. automakers dominated the global car industry with their products and innovations. But when it comes to electric vehicles, which accounted for a quarter of global auto sales in 2025, the U.S. is barely a player. China now builds roughly three-quarters of the world's EVs; the United States about five percent. We'll talk about how the widening technology gap and lukewarm federal support for clean vehicles threatens the entire U.S. auto industry with obsolescence, and what California is doing about it. Learn more about your ad choices. Visit megaphone.fm/adchoices
July 21, 2026 – Singapore-based macro strategist Laurent Lequeu of The Macro Butler discusses the intensifying US-China AI race following the release of Moonshot's Kimi K3. Lequeu explains why Chinese competition threatens Western AI profitability...
Eric Olander, editor-in-chief of the China Global South Project, joins the pod to discuss the developments on the other side of the globe. From Ho Chi Minh City, Eric explains how the Global South actually sees the US-Iran war, why nobody expects China to ride to anyone's rescue, and how Vietnam's tariff and energy shocks became a never-again moment. He and Jacob dig into the myth that tariffs can implode China, America's fading China literacy, and why the next order won't be Chinese-led - but China will be its transformational character.*Note: There are some weird buzzing sounds in the pod, we know! There was some sort of issue uploading the audio, we're on it.--Timestamps:(00:00) - Welcome and Guest Intro(00:46) - World Cup Travel Chaos(02:01) - Soccer Politics and Tensions(03:33) - Meet Eric Olander(05:32) - China's Transformation Story(07:54) - Global South Views of China(10:26) - China as Daily Operating System(13:12) - Pew Poll Surprises Explained(14:10) - Southeast Asia vs Northeast Asia(17:32) - Why Philippines Aligns With US(20:10) - Japan Taiwan Flashpoint(21:15) - Supply Chains and Sea Lanes(23:36) - Japan Rearms for Post US Era(28:19) - Japan's Regional Influence(30:38) - Japan as Counterbalance(32:04) - Drone Age Security Shift(33:05) - South China Sea Alarm(33:28) - Iran War Global South(38:37) - China Gains and Risks(40:46) - No Alliance Expectations(43:51) - ICBM Test Explained(47:40) - Decoupling and US Pragmatists(50:35) - People to People Breakdown(54:41) - China Blowing Europe Window(58:56) - Mutual Misunderstanding Finale(59:55) - Closing Thanks and Signoff--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--Mentioned in this episode:Check Out Future Hindsight!If you enjoy our podcast, check out our homies over at Future Hindsight! It's an award-winning weekly podcast that takes big ideas about civic life and democracy and turns them into action items for you and me. Learn more at www.futurehindsight.com/
US global dominance is rapidly declining, as China rises. So Washington wants to forcibly impose its hegemony in Latin America, invoking the colonial Monroe Doctrine. However, people are fighting back. Nicaragua's Sandinista government is resisting US imperialism and continuing its revolution. Ben Norton reports. VIDEO: https://www.youtube.com/watch?v=xIXMyFvMeMc
Stijn Schmitz welcomes back Steve Hanke back to the show. Steve Hanke is a Professor of Applied Economics at Johns Hopkins University. Hanke highlights the two major wars—the U.S.-Israel conflict with Iran and the Ukraine war—as critical disruptors of global commodity flows. He notes that the Strait of Hormuz is effectively closed, with Iran controlling it, and the Houthis threaten the Red Sea chokepoint, severely constricting crude and refined product supplies. Russia's cutoff of diesel exports and domestic fuel shortages compound the strain. Oil markets are in backwardation, with spot prices above futures, signaling dangerously low inventories that have cushioned prices so far but are nearing depletion. Hanke warns that once physical inventories run out, oil prices could spike dramatically, potentially later this summer. He advises going long on oil, especially major producers, as a straightforward trade for most investors. On gold, Hanke maintains a bullish outlook, projecting a peak around $6,000 per ounce based on historical ratios to real disposable income. He attributes recent pullbacks to dollar strength and rising interest rates but sees central bank buying as a fundamental driver. He also discusses the pressure on the Fed to monetize debt, which could fuel inflation and support gold. The conversation shifts to the broader commodity supercycle, fueled by deglobalization, underinvestment, and the need for larger precautionary inventories. Copper and tungsten are identified as clear bullish plays due to supply deficits. Hanke notes that high diesel prices are squeezing mining and agriculture, potentially raising output prices. He also touches on dollarization, recommending developing countries adopt the U.S. dollar to expand its use rather than de-dollarize. The interview concludes with Hanke emphasizing the importance of money supply growth as the key determinant of nominal GDP and inflation. Timestamps: 00:00:00 – Introduction 00:01:05 – Key Developments on Radar 00:04:58 – Oil Predictions vs Reality 00:10:53 – Inventory and Flow Analysis 00:14:40 – Crack Spreads and Refining 00:16:27 – Demand Destruction Dynamics 00:20:51 – Anticipated Oil Price Spike 00:22:32 – Long Oil Opportunity 00:27:37 – Gold Bull Market Outlook 00:29:38 – Central Bank Buying Drivers 00:45:54 – Concluding Thoughts Guest Links: X: https://x.com/steve_hanke Website: https://thegoldsentimentreport.com Amazon Book: https://www.amazon.com/Making-Money-Work-Rewrite-Financial/dp/1394257260 Amazon Book: https://www.amazon.com/Capital-Interest-Waiting-Controversies-Additions/dp/3031633970 E-Mail: mailto:hanke@jhu.edu Steve H. Hanke is a Professor of Applied Economics and Founder & Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University in Baltimore. He is a Senior Fellow and Director of the Troubled Currencies Project at the Cato Institute in Washington, D.C., a Senior Advisor at the Renmin University of China's International Monetary Research Institute in Beijing, a Special Counselor to the Center for Financial Stability in New York, a contributing editor at Central Banking in London, and a regular contributor to the Wall Street Journal's Opinion pages. Prof. Hanke is also a member of the Charter Council of the Society of Economic Measurement and of Euromoney Country Risk's Experts Panel. In the past, Prof. Hanke taught economics at the Colorado School of Mines and at the University of California, Berkeley. He served as a Member of the Governor's Council of Economic Advisors in Maryland in 1976-77, as a Senior Economist on President Reagan's Council of Economic Advisors in 1981-82, and as a Senior Advisor to the Joint Economic Committee of the U.S. Congress in 1984-88. Prof. Hanke served as a State Counselor to both the Republic of Lithuania in 1994-96 and the Republic of Montenegro in 1999-2003. He was also an Advisor to the Presidents of Bulgaria in 1997- 2002, Venezuela in 1995-96, and Indonesia in 1998. He played an important role in establishing new currency regimes in Argentina, Estonia, Bulgaria, Bosnia-Herzegovina, Ecuador, Lithuania, and Montenegro. Prof. Hanke has also held senior appointments in the governments of many other countries, including Albania, Kazakhstan, the United Arab Emirates, and Yugoslavia. Prof. Hanke has been awarded honorary doctorate degrees by the Bulgarian Academy of Sciences, the Universität Liechtenstein, the Universidad San Francisco de Quito, the Free University of Tbilisi, Istanbul Kültür University, Varna Free University, and the D.A. Tsenov Academy of Economics in recognition of his scholarship on exchange-rate regimes. Prof. Hanke and his wife, Liliane, reside in Baltimore and Paris.
Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth
Tariffs are only part of the story. In this episode, Ellis Hammond sits down with Bob Fraser and Ben Fraser to break down the real economic battle between the U.S. and China. Learn how tariffs, industrial policy, semiconductors, AI, rare earth minerals, and free markets are shaping the future of the global economy and what every investor should understand to navigate the opportunities and risks ahead.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob's company and invest along at https://aspenfunds.us/
The merging of big-technology with the CIA, and general intelligence community, alongside of social and mainstream media, is well-established in both fact and conspiracy lore. However, tracking down the origins of companies like Palantir, Axonius, OpenAI, ShieldAI, Flock Safety, etc., traces the origin of this system of total surveillance mostly to Israel, though countries like China play a role too - though they have worked heavily with Google. Many of the companies involved also derive their names from mythical realms and draw upon the inspiration of the all-seeing eye. Now that eye is infiltrating classrooms. Nvidia-backed Figure AI has been pushed by the White House directly, with its humanoid robot. Now the New York State Salamanca City Central School District is introducing Sally, a lifelike silicone teacher who will know students not by name but ID number. Sally is made by Reealbotix, which draws heavily from the language models of OpenAI, Meta and Google. Two are their hyper-realistic robots were given Hebrew names: Aria and David. Besides robotics, the U.S. has spent $30 billion to replace paper with digital devices in schools. This has reportedly led to a noticeable decline in cognitive ability among Gen Z. Although countries like Japan are famous for electronics, and have implemented similar policies in schools, Japanese students still outperform American students in most areas. Could this mean that perhaps the issue is far more related to effort and study than it is to technology? Then again, according to PISA (Programme for International Student Assessment), Japan had the lowest of all OECD (Organisation for Economic Co-operation and Development) countries for screen time. A study form the University of Tokyo also found that using paper strengthened brain activity more than screens, which has contributed to some schools taking a hybrid approach -- just like with gasoline and electric vehicles.*The is the FREE archive, which includes advertisements. If you want an ad-free experience, subscribe below.
In this episode of “Redefining Global Health in the 21st Century,” Ben speaks with authors Dr. mike Reed and Professor Eric Goosby about how COVID exposed the geopolitical ramifications of Global Health, using Serbia's vaccine deals with China, Russia, Pfizer, and AstraZeneca as a case study. They argue the era of a single global health superpower is fading and discuss a multipolar future shaped by “middle powers,” alongside the consequences of the US stepping back from traditional global health commitments, including leaving the WHO. The conversation critiques bureaucratic, duplicative governance and vaccine inequity, examines China's largely transactional health role and the limited donor potential of the BRICS nations, and warns that the US defunding of South Africa's HIV program harms HIV research more broadly. They call for stronger WHO implementation and decentralized rapid-response capacity, greater accountability, and less credit-seeking, while condemning tying lifesaving aid to transactional commercial arrangements, for example access to minerals and other commodities. 00:00 Serbia Vaccine Surprise 01:45 Multipolar Health Governance 05:04 US Retreat and Local Ownership 08:33 Why WHO Faces Critique 11:08 China Steps Into the Gap 17:04 BRICS Limits and Leverage 22:15 South Africa Research Stakes 24:54 WHO Reform and Decentralization 34:36 WHO Beyond Guidelines 36:29 Pandemic Governance Gaps 38:36 Climate Zoonoses Preparedness 39:45 Trust And Fragmentation 42:01 Rapid Response Blueprint 45:38 Inclusive Accountable Governance 49:36 Post Aid Future Financing 52:53 Hard Power Moral Costs 58:54 New Compact Conclusion 59:48 Humble Leadership Lessons 01:03:01 Thanks And Where To Listen Learn more about the book: https://bit.ly/redefining-global-health More from UCSF Institute for Global Health Sciences: https://globalhealthsciences.ucsf.edu Check out mike Reid's Substack: https://substack.com/@reimaginingglobalhealth Check out Ben's Substack: https://substack.com/@benplumley1 Join the Conversation! What would it take for global health to avoid decline? Share your thoughts in the comments! Subscribe & Stay Updated: Listen on Spotify, Apple Podcasts, or your favorite podcast platform. Watch on YouTube & subscribe for more in-depth global health — and look out for a dedicated sub channel for Redefining Global Health in the 21st Century under A Shot in the Arm's YouTube home. Redefining Global Health in the 21st Century: The Podcast (Playlist on Youtube) https://bit.ly/rgh-podcast A Shot in the Arm Podcast Youtube (Main Channel) https://youtube.com/@shotarmpodcast
Today, we'll tell the bittersweet story of Pearl S. Buck, the American Nobel laureate who lived in China for the first half of her life at the turn of the last century and how the complications of a war-torn world made it impossible to return to the home she loved and vociferously advocated.
The Morning XTRA with Tug and Los delivers conservative talk on the biggest political, cultural, and news stories of the day. Smart analysis, unapologetic opinions, and real conversations every weekday morning. Every weekday from 6a to 10a! The 8 o'clock hour is brought to you by Central Heating & Air, your Atlanta Carrier Experts. 770-GET-HEAT, Centralheat.com Republican U.S. Senate nominee Mike Collins joins the show Anna Paulina Luna and Tug are on the same page about Chinese Visas David Hogg is stumping for the communist Atlanta's ONLY All Conservative News & Talk Station.: https://www.xtra1063.com/See omnystudio.com/listener for privacy information.
The Morning XTRA with Tug and Los delivers conservative talk on the biggest political, cultural, and news stories of the day. Smart analysis, unapologetic opinions, and real conversations every weekday morning. Every weekday from 6a to 10a! Tug and Los discuss the growing divisions within the Democratic Party, why they believe the Left is increasingly at war with itself, and what a potential Kamala Harris–Alexandria Ocasio-Cortez ticket could mean for the 2028 election. The guys also welcome radio legend Neal Boortz and Republican U.S. Senate nominee Mike Collins to the show, breaking down the latest political battles in Washington and Georgia. On today's show:• The culture war is far from over• Anna Paulina Luna and Tug find common ground on Chinese visa policy• David Hogg's support of the Democratic Socialists of America• Why is the Left willing to overlook Nazi symbolism?• Western Society is on the ropes in Europe• What today's Democratic Party says about the future of American politics Watch The Morning Xtra every weekday from 6 a.m. to 10 a.m. on the Xtra 106.3 YouTube or listen on the Xtra 106.3 App
What happens when artificial intelligence moves beyond software and into the physical world? As technology continues to evolve, many investors are asking how artificial intelligence could influence businesses, markets, and everyday life in the years ahead. In this special 100th episode of The Millionaire Next Door Podcast, Robert Curtiss welcomes Brendan Ahern, Chief Investment Officer at KraneShares, to explore how AI-powered robotics are already being adopted across Asia and what those developments could mean for investors. Brendan shares firsthand observations from his firm’s research and his travels throughout Asia, discussing automation, manufacturing, demographics, healthcare, regulation, and the evolving relationship between the United States and China. Together, they examine how looking beyond headlines can help investors better understand long-term opportunities. Key takeaways: How AI-powered robotics are already being used across healthcare, transportation, and manufacturing Why demographic changes are accelerating automation in several countries around the globe How robotics manufacturing and AI technology create opportunities across different investment markets Why regulations will likely influence the pace of AI adoption across industries and countries How data-driven research can help investors separate headlines from long-term market trends And more! Resources: Educational videos (bottom of the page) Breakneck by Dan Wang Daily Note: China Last Night powered by KraneShares Connect with Brendan Ahern: LinkedIn: Brendan Ahern Website: KraneShares Connect with Robert Curtiss: rcurtiss@seia.com (626) 795-2944 About Robert Curtiss LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: Brendan Ahern is the Chief Investment Officer at KraneShares. Brendan joined KraneShares in 2013. Brendan leads the firm's research and education efforts and actively works with investors on a variety of subjects ranging from asset allocation to trading to articulating the growing influence that index providers hold in the asset management industry. Prior experience includes over ten years with Barclays Global Investors (subsequently BlackRock's iShares), which he joined in 2001 during the rollout of their ETF business. His career has spanned a period of tremendous growth for ETFs, which has contributed to his profound knowledge of the ETF landscape. Brendan is considered a preeminent expert in global financial markets with a particular focus on China. He is a frequent visitor to China and actively maintains daily contact with a deep local research network comprised of investment banks, brokers, and regional and boutique research firms. He produces a daily update called China Last Night, which also appears as a column on Forbes.com. He is often sought after by leading business and financial outlets and regularly appears on CNBC and Bloomberg to discuss China's capital markets. He is a frequent guest of Bloomberg Radio's Daybreak Asia, and he is quoted in The Wall Street Journal and Investor's Business Daily. Brendan graduated from the College of the Holy Cross and has a Master of Science in Financial Analysis from the University of San Francisco.
Jonathan Swan, a White House reporter for The New York Times, joins School of War to discuss the reporting behind his new book, Regime Change: Inside the Imperial Presidency of Donald Trump, co-authored with Maggie Haberman. How does Donald Trump make geopolitical decisions? What drove him to join Israel's war against Iran? How has his thinking on Ukraine evolved? And how does China fit into all of this? 02:23 - Inside Regime Change 05:29 - Trump's View of the World 09:04 - Why Trump Sees Iran Differently 11:25 - Trump's Proxy Strategy 12:44 - Steve Witkoff's Worldview 13:43 - The Principles Behind Iran Policy 14:45 - North Korea vs. Iran 16:15 - Ron Dermer's Prediction 17:58 - Why the 12-Day War Matters 20:48 - Netanyahu's Case for War 25:20 - Trump's Inner Circle on Iran 28:01 - Trump's Turn on Ukraine 30:36 - Trump's Approach to China 31:55 - Taiwan and the China Challenge 33:16 - The Future of Trump's Foreign Policy Follow along on Instagram, X @schoolofwarpod, and YouTube @SchoolofWarPodcast, or at The Free Press Learn more about your ad choices. Visit megaphone.fm/adchoices