Podcasts about China

Dave Rubin of "The Rubin Report" talks about how Zohran Mamdani's NYC budget nightmare just got much worse, the controversial Muslim gathering inside New York City's City Hall  and his being asked point blank about his wife's liking of various pro-Hamas October 7th posts on Instagram; CNN's Abby Phillip clashing with Lydia Moynihan over controversial Republican comments about Muslims in the United States and the radical Islamic attempted IED terrorist attack near Gracie Mansion by ISIS-inspired terrorists Emir Balat and Ibrahim Kayumi; Joe Rogan pointing out liberal's hypocrisy over criticizing European nations for trying to preserve their culture, while having no issue with China doing the same; John Fetterman's tense exchange with CNN's Kaitlan Collins over the accidental missile strike on an Iranian girls school; Scott Jennings giving CNN's Paul Begala a reality check over the fake scandal of Pete Hegseth allegedly spending millions of dollars on lobster tails in the run up to the Iran War; Fox News' Bret Baier getting Blackrock's Larry Fink to express some major regret over his failed attempts to force woke ESG standards on companies; and much more. Dave also hosts a special "ask me anything" question-and-answer session on a wide range of topics, answering questions from the Rubin Report Locals community. WATCH the MEMBER-EXCLUSIVE segment of the show here: https://rubinreport.locals.com/ Check out the NEW RUBIN REPORT MERCH here: https://daverubin.store/ ---------- Today's Sponsors: Balance of Nature - Make sure you are getting all the positive effects from a wide variety of fruits and vegetables. Subscribe to the Whole Health System™ supplements and get 47 whole-food ingredients daily.  Go to https://www.BalanceofNature.com 

At a meeting in New York, the UN Security Council has backed a resolution calling for Iran to stop its strikes on Arab Gulf states and Jordan, but making no mention of the US-Israeli bombardment of Iran. It also condemns the blockade of the crucial Strait of Hormuz. Iran's allies China and Russia abstained from the vote. We also hear why US Democrats are calling for a public hearing into the strikes on Iran - one of which is suspected to have hit a girls' school, causing major loss of life. Also, aid agencies are warning of worsening drought in East Africa, scientists discover that bumblebee queens can breathe underwater and, as the Oscars approach, BBC news correspondents talk about their picks for this year's awards. The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk

In episode 2021, Jack and Miles are joined by comedian, Beth Stelling, to discuss… Welcome Back To 2002! Trump Playing 4D Checkers Baby With Save Act, Chinese Business Leaders Mocking Prayers Around Trump, Erika Kirk Joins U.S. Air Force Academy Board, One Of The Manosphere’s Favorite Anti-Porn Apps Has A “Major Security Flaw” and more! Sen. Roger Marshall on high gas prices: "Freedom is not free. Americans are gonna have to make some sacrifices." Nuclear experts undercut White House claims about Iran reactor at heart of case for war Donald Trump targets trans kids while abandoning Americans’ real needs around affordability Meanwhile in China, the viral White House prayer scene has turned into a full-blown social media trend. Trump names Erika Kirk to key advisory board of US Air Force Academy Erika Kirk's Quiet Government Appointment Sparks Backlash: 'What Even Are Her Qualifications?' Plans to honor Charlie Kirk at Air Force Academy Association meeting withdrawn Trump Appoints Man Fearful of Black Pilots to Air Force Academy Advisory Board Mike Johnson Admits He and His Son Monitor Each Other’s Porn Intake in Resurfaced Video Viral anti-masturbation app exposed sensitive user data Gen Z Guys Want to Quit Watching Porn. These Companies Are Ready to Help. The Gen-Z Founders Trying to Get Guys to Stop Watching Porn Masturbation abstinence is popular online. Doctors and therapists are worried Viral 'Quittr' Porn Addiction App Exposed the Masturbation Habits of Hundreds of Thousands of Users LISTEN: Mindfulness by C Y G NSee omnystudio.com/listener for privacy information.

On today's interview episode we are joined by The Wonton Don from Drop a Pin. We get into how his career started as a teacher in China to eventually being noticed and hired by Barstool for creating content. We then get into some of his strangest and most dangerous traveling stories and much more. SUPPORT THE SHOW: Stella Blue - Buy anything on stellabluecoffee.com from Wednesday March 11th to Friday March 13th to get entered to win 2 tickets to the Men's College Basketball National Championship.You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/thedogwalk

What do the fall of Venezuela’s Maduro regime and the war with Iran mean for China? On this episode of The Truth with Lisa Boothe, Lisa is joined by China expert and bestselling author Gordon Chang to break down the geopolitical ripple effects of Operation Epic Fury and President Trump’s foreign policy moves. Chang explains how China has relied on Iran and Venezuela as strategic proxies, why Chinese weapons and defense systems have failed against U.S. and Israeli forces, and how losing discounted oil from those regimes could hit China’s struggling economy. They also dive into the biggest question: Does this make China more or less likely to invade Taiwan? Chang analyzes Xi Jinping’s political vulnerabilities, the turmoil inside China’s military leadership, and the growing risk of conflict with the United States. Plus, they discuss China’s surveillance state, potential internal unrest, and why this moment could be a turning point in the global balance of power.See omnystudio.com/listener for privacy information.

Geopolitical strategist Peter Zeihan joins Scott Galloway to discuss the escalating war between the United States, Israel, and Iran – and what it could mean for the global economy. They break down the risk of disruptions to oil supply in the Middle East, why energy markets are on edge, and how the conflict could impact global growth. Peter also explains what the war could mean for China, Europe, and the future of globalization. We're also now live on Substack.Subscribe at profgmedia.com to get ad-free versions of all our podcasts, the full archive of Scott's newsletters, and exclusive content including deep dives, livestream conversations, and subscriber Q&As. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1897 ENTRY OF THE KING OF PERSIAThe following individuals joined the discussion to analyze the current geopolitical and economic landscape: (1)*   Gordon Chang, Columnist and co-host *   Peter Huessy, President of Geostrategic Analysis and Fellow at the National Institute for Deterrent Studies *   Alan Tonelson, Manufacturing and trade expert who blogs at *Reality Check* *   Rebecca Grant, Vice President of the Lexington Institute (2)### Summary of Geopolitical Instability and Global Consequences (3)Global Economic "Tsunami" and Resource Shortages The potential closure or instability of the Strait of Hormuz poses a threat far beyond the price of oil, described by participants as a looming economic "tsunami". Critical shortages are building for products like fertilizer (urea), sulfur, and petroleum products used in high-end manufacturing. Sulfur is particularly vital as it is required to process the copper used in semiconductors and high-end electronics. While the U.S. may be self-sufficient in fertilizer, the heavy technology-dependent economies of East Asia, including Taiwan, face significant risks to their semiconductor production if these supply chains are severed. Recent reports indicate this threat is immediate, with three cargo ships, including a bulk carrier from Bangkok, recently hit by projectiles in the Strait. (4)China as a Hostile Trade Partner and Provocateur China is characterized as a "hostile trade partner" and an "enemy combatant" that wages proxy wars through Russia in Ukraine and Iran in the Middle East. Experts note that Iran's military capabilities are heavily supported by China, which provides supersonic missiles and the semiconductors found in Iranian drones. Furthermore, Iran's nuclear program is described as a subset of the North Korean program, which was historically promoted by China to keep the U.S. pinned down. Domestically, China continues to ignore promises to stop the flow of fentanyl precursors, with participants noting that leader Xi Jinping has now "dishonored" four such promises to U.S. presidents. (5)U.S. Navy Operational Limits The U.S. Navy is currently facing significant strain, described as being "tightly squeezed" regarding its aircraft carrier fleet. The USS Gerald R. Ford has seen its deployment extended to 11 months, performing continuous combat operations in the Mediterranean and Caribbean. Similarly, the USS Nimitz, which was scheduled for decommissioning, has had its service extended to participate in Southern Command exercises. Although these carriers possess "layered defense" systems capable of neutralizing Chinese supersonic missiles and drones, the Navy lacks a sufficient number of ships to maintain these global commitments indefinitely; while law requires 11 carriers, experts argue the current global challenge requires 15. (6)The "Brothers of Mayhem" Alliance The participants argue that China, Russia, Iran, and North Korea act as a coordinated group of "brothers of mayhem". This alliance is not merely fighting over territory or reputation but is engaged in a fundamental contest over "what kind of world we're going to live in". While the West seeks to maintain the status quo and open trade routes, this opposing bloc utilizes economic warfare, proxy conflicts, and the threat of nuclear escalation—such as China's hinted "first-strike" nuclear posture—to challenge Western hegemony. (7)

SHOW SCHEDULE 3-11-20261906 SF ON FIRE AFTER THE EARTHQUAKE.1. SEG 1: Gordon Chang and Peter Huessy discuss China's petroleum reserves and rising fuel prices. They analyze the potential for nuclear escalation and Iran's efforts to disrupt global trade through the Strait of Hormuz. (1)2. SEG 2: Rebecca Grant and Gordon Chang analyze the US Navy's carrier shortage. The USS Nimitz remains active for Latin American exercises while the USS Gerald R. Ford faces a prolonged 11-month combat deployment. (2)3. SEG 3: Alan Tonelson and Gordon Chang discuss China's failure to stop fentanyl precursor exports. They evaluate tariffs as non-military tools to pressure nations while addressing war-related shortages in fertilizer and electronics components. (3)4. SEG 4: Bill Roggio details the tragic US missile strike on an Iranian girl's school. He argues that while air strikes destroy military assets, air power alone cannot achieve regime change or ensure final victory. (4)5. SEG 5: Jack Burnham analyzes China's "lukewarm" support for Iran and its focus on energy security. Beijing is learning lessons from Western precision strikes while continuing internal repression of ethnic minorities through forced labor. (5)6. SEG 6: Jack Burnham reports on the DOJ dropping charges against Chinese scientists accused of smuggling biological samples. This reversal, involving the Chinese consulate, may be linked to upcoming trade negotiations or prosecutorial challenges. (6)7. SEG 7: Kevin Fraser warns that state legislatures are rushing to regulate AI with potentially unconstitutional laws. He advocates for market-driven transparency and allowing consumers to choose models based on their specific needs and preferences. (7)8. SEG 8: Kevin Fraser explores distinctions between AI models like Grok and Claude. He highlights regulatory "sandboxes" in states like Utah and Montana that foster innovation while monitoring for potential technological harms and ensuring transparency. (8)9. SEG 9: Michael Bernstam explains how the American shale revolution mitigates global energy shocks. He warns central banks against fueling inflation and emphasizes that while global supply chains are vulnerable, US production provides a critical buffer. (9)10. SEG 10: Michael Bernstam discusses how rising oil prices bolster Russia's budget. However, the Russian economy faces contraction and "military Keynesianism," while the United States remains a resilient net energy exporter despite global supply chain disruptions. (10)11. SEG 11: Ivana Stradner examines the Kremlin's information warfare campaign to keep Viktor Orbán in power. Orbán, formerly an anti-Soviet activist, now aligns with Putin to ensure political survival and counter Western democratic decision-making processes. (11)12. SEG 12: Ivana Stradner outlines strategies to counter Russian influence in Hungary, including exposing Orbán's corruption and ties to China. She argues that information is a potent, invisible weapon used to polarize and weaken the West. (12)13. SEG 13: Simon Constable reports on skyrocketing European energy prices due to Middle East conflict. Shortages in sulfur and bromine threaten global semiconductor manufacturing and food security as fertilizer costs nearly double for struggling farmers. (13)14. SEG 14: Simon Constable critiques Prime Minister Keir Starmer's hesitant leadership. He notes the Royal Navy has been "hollowed out" over three decades, leaving Britain with fewer warships than France and a tiny, underfunded standing army. (14)15. SEG 15: Bob Zimmerman discusses the Senate's shift toward private space exploration, potentially ending the SLS program. NASA is increasingly contracting commercial entities for lunar habitats, reusable rockets, and specialized satellite launch capabilities to reduce costs. (15)16. SEG 16: Bob Zimmerman reviews the DART mission's success in altering an asteroid's orbit. He also reports that the European Space Agency lost contact with a solar probe after its batteries drained due to misaligned solar panels. (16)

12. SEG 12: Ivana Stradner outlines strategies to counter Russian influence in Hungary, including exposing Orbán's corruption and ties to China. She argues that information is a potent, invisible weapon used to polarize and weaken the West. (12)1956 HUNGARY

11. Professor Paul Thomas Chamberlain describes the Casablanca and Tehran conferences, where Allied leaders grappled with the realization that the Soviet Union would emerge as a dominant European power. He highlights Roosevelt's anti-colonial vision, which sought to replace imperial systems with a liberal capitalist order based on free trade and self-determination. Roosevelt's outreach to Chiang Kai-shek in Cairo reflected his recognition of China as a future pillar of this new international framework, often managed in private and out of earshot of Winston Churchill. (11)1942 STALINGRAD

SHOW SCHEDULE THURSDAY 3-12-20261917 COTSWOLDS ENGLAND1. Mary Anastasia O'Grady (Wall Street Journal) discusses Iranian presence in Venezuela, focusing on war drones and agents with Venezuelan passports. She notes the U.S. recognition of Delcy Rodriguez as acting president while pursuing a democratic transition. (1)2. Natalie Ecanow (Foundation for Defense of Democracies) examines Qatar's "Special Watch List" designation for religious freedom abuses, specifically involving a Baha'i leader. She highlights the contradiction of Qatar hosting groups like Hamas while maintaining strategic U.S. partnerships. (2)3. Jeff McCausland (CBS News) analyzes modern warfare's reliance on drones and missiles, noting the lack of a clear U.S. strategy for the Iran conflict. He criticizes the administration's poor messaging regarding tragic civilian casualties. (3)4. Jeff McCausland (CBS News) discusses technology favoring defense in Ukraine and Iran through drones and GPS. He examines Iran's asymmetric strategy targeting global supply chains and their willingness to fight a long attrition war. (4)5. Evan Ellis (U.S. Army War College) details Panama's port contract disputes with China and the transition to APM Terminals. He also discusses ongoing lawfare in Guatemala and the U.S. intention to return Haitian migrants despite local violence. (5)6. Evan Ellis (U.S. Army War College) reports on rumored secret diplomacy between the U.S. and Cuba's Castro family. He explains Cuba's severe economic collapse and electricity crisis following the loss of subsidized oil from Venezuela. (6)7. Evan Ellis (U.S. Army War College) discusses U.S. direct engagement with Venezuela's leadership regarding oil and mining investments. He also analyzes shifting political trends in Colombia and Peru, where right-of-center candidates are gaining significant momentum. (7)8. Evan Ellis (U.S. Army War College) notes cooled relations between Brazil's Lula and the U.S. due to Brazil's foreign policy shifts toward the BRICS. He also analyzes the rise of conservative leader Jose Antonio Kast in Chile. (8)9. Paul Thomas Chamberlain (Columbia University) recounts U.S. strategic calculations before Pearl Harbor, highlighting uncertainty about carrier technology. He describes the U.S. as a reluctant, "anti-colonial" empire facing imminent threats to its Philippine possessions and interests. (9)10. Paul Thomas Chamberlain (Columbia University) identifies late 1942 as World War II's turning point, citing Stalingrad, Guadalcanal, and North Africa. These battles signaled the rise of continent-spanning superpowers over traditional colonial empires in a new world order. (10)11. Paul Thomas Chamberlain (Columbia University) analyzes the Casablanca and Cairo conferences, highlighting Roosevelt's strategies to keep Stalin as an ally. The U.S. promoted anti-colonialism and self-determination to establish a post-war liberal capitalist order dominated by American economy. (11)12. Paul Thomas Chamberlain (Columbia University) examines Allied plans like Operation Ranke to contain Soviet influence as Germany neared collapse. Despite focusing on Europe, the U.S. successfully launched simultaneous offensive thrusts across the Pacific against the Japanese Empire. (12)13. Anatol Lieven (Quincy Institute) discusses the Iran war's impact, noting Russia's benefits through increased energy profits and diverted Western air defenses. He criticizes the U.S. administration for failing to predict predictable Iranian retaliation against global energy supplies. (13)14. Anatol Lieven (Quincy Institute) explores the resurgence of the "Great Game," detailing Israel's goal to dismantle the Iranian state. He argues that bombing will not break Iranian resistance and notes European reluctance to impose sanctions. (14)15. Richard Epstein (Civitas Institute) criticizes President Trump's trade policies and tariff investigations, arguing they cause severe domestic economic dislocation. He highlights the legal uncertainty businesses face regarding tariff refunds and the potential for prolonged litigation. (15)16. Richard Epstein (Civitas Institute) discusses the Middle East war's threat to niche commodities essential for high-end microchips. He critiques recent energy policies and emphasizes the difficulty of assessing military progress due to limited public information. (16)

Episode 798: Neal and Ray discuss the release of 400 million barrels of oil reserves, the largest in history as the Strait of Hormuz is near closure. Then, Porsche CEO plans to cut more jobs as it struggles to gain traction in China. Then it's Neal's numbers on YouTube surpassing Disney, people are more scared of AI than ICE, and a little known soccer club upsetting European giants.  Learn more at taxact.com/business-returns Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

White House war advisor ROBERT PAPE reveals why Trump is trapped in a war with Iran, the risk of a nuclear breakout, the role of China in the conflict, and how the US is losing control of the Middle East. Robert Pape is a renowned political scientist and director of the Chicago Project on Security and Threats. He has advised every White House since 9/11 on military strategy and is the author of Bombing to Win: Air Power and Coercion in War. He explains: ▪️The 3 stages of the escalation trap locking the US into war ▪️Why precision smart bombs trick leaders into strategic failure ▪️The hidden reality of Iran's 400kg enriched uranium stockpile ▪️How killing the Supreme Leader made the Iranian regime more resilient ▪️The pattern that connects Vietnam, Afghanistan, Iraq and Iran Enjoyed the episode? Share this link and earn points for every referral - redeem them for exclusive prizes: https://doac-perks.com Follow Robert: X - https://link.thediaryofaceo.com/CACnkUs LinkedIn - https://link.thediaryofaceo.com/EhIzCvZ Substack - https://link.thediaryofaceo.com/AtTbkWq The Diary Of A CEO: Join DOAC Circle - https://link.thediaryofaceo.com/EVyBm53  The Diary Of A CEO book - https://link.thediaryofaceo.com/67654nf  The 1% Diary - https://link.thediaryofaceo.com/2mrbk7t  Conversation Cards - https://link.thediaryofaceo.com/Ex8Yc9b  Get email updates - https://link.thediaryofaceo.com/7Az7mkJ  Follow DOAC on Instagram - https://link.thediaryofaceo.com/6KoLc6C  Sponsors: Stan - Visit https://coach.stan.store/?ref=stevenbartlett&utm_source=youtube&utm_medium=podcast&utm_campaign=episode1 Fiverr - https://fiverr.com/diary and get 10% off your first order when you use code DIARY Wispr - Get 14 days of Wispr Flow for free at https://wisprflow.ai/steven

Today on Joe Oltmann Untamed, Joe pulls back the curtain on the political theater unfolding in Washington as the fight over election integrity heats up once again. The battle over the SAVE Act has exposed deep fractures inside the Republican Party, with Senate leadership facing intense criticism from grassroots conservatives who believe the will of voters is being stalled through procedural games. Joe walks through the mounting frustration surrounding Senate Majority Leader John Thune, the renewed debate over voter ID, and the stark contrast between how the United States conducts elections compared with other major democracies. From fiery reactions on Capitol Hill to decades-old statements resurfacing from Chuck Schumer, the show examines why election security has once again become one of the most explosive issues in American politics.Joe welcomes Brigadier General (Ret.) Blaine “Blaino” Holt, a decorated U.S. Air Force commander and former NATO strategist, for a high-level conversation about the global stakes facing America. With President Donald Trump attempting to push forward an aggressive agenda while facing resistance both from political opponents and inside his own party, General Holt weighs in on what this internal friction means for U.S. national security. The discussion expands to growing geopolitical tensions with Iran and the possibility of a broader axis forming among adversarial powers like Russia and China. Drawing on decades of military and strategic experience, Holt breaks down what could trigger escalation and what America must do now to maintain deterrence and stability.Back in Colorado, the program turns to the ongoing controversy surrounding former Mesa County Clerk Tina Peters and the political storm surrounding her potential clemency from Governor Jared Polis. Joe explores the latest developments, the public reaction, and the broader questions about political influence, activism networks, and grassroots movements operating across the state. From debates over clemency to the exposure of political organizations shaping local narratives, today's episode connects national power struggles with the battles playing out in Colorado communities. If you want to understand how Washington politics, global conflict, and local power fights are colliding in real time, this is an episode you won't want to miss.

Mao has declared that China is a communist republic. How did life change for ordinary people living in this new nation? To what extent was Mao's China modelled on the USSR, and how did Mao and Stalin feel about each other? And how did Mao destroy the pillars of traditional culture and  violently purge “class enemies”? William and Anita are joined once again by Rana Mitter, author of A Bitter Revolution: China's Struggle with the Modern World, and Modern China: A Very Short Introduction, to discuss The Great Leap Forward and its consequences. Join the Empire Club: Unlock the full Empire experience – with bonus episodes, ad-free listening, early access to miniseries and live show tickets, exclusive book discounts, a members-only newsletter, and access to our private Discord chatroom. Sign up directly at empirepoduk.com  For more Goalhanger Podcasts, head to www.goalhanger.com. Email: empire@goalhanger.com Instagram: @empirepoduk Blue Sky: @empirepoduk X: @empirepoduk Editor: Bruno Di Castri Researcher: Imogen Marriott Assistant Producer: Alfie Norris Producer: Anouska Lewis Executive Producer: Dom Johnson Learn more about your ad choices. Visit podcastchoices.com/adchoices

nvestigative journalist Kerry Cassidy joins Typical Skeptic to break down the rapidly escalating global situation surrounding Iran, China proxy wars, and the hidden battle over Earth's Stargates.Topics include:• Iran as a geopolitical flashpoint• China's role in emerging proxy conflicts• Hidden technologies and covert operations• Stargate locations and control structures• The deeper intelligence behind global eventsJoin us LIVE for a deep dive into the geopolitics and hidden layers behind current world events.#TypicalSkeptic #KerryCassidy #ProjectCamelot #Iran #China #Stargates #SSP #Disclosure

Ever since the US and Israel began their war against Iran, economies around the world have been coping with the impacts of energy prices and food security.South Korea has introduced an energy price cap, universities have closed in Bangladesh and India has been granted access to sanctioned Russian oil to ease pressures.We hear where is being impacted the most and how quickly, and if this will see the world move away from its reliance on imports.If you'd like to get in touch with the team, our email address is businessdaily@bbc.co.ukPresenter: Rahul Tandon Producers: Matt Lines and Sarah Rogers Additional reporting: Sarah RogersBusiness Daily is the home of in-depth audio journalism devoted to the world of money and work. From small startup stories to big corporate takeovers, global economic shifts to trends in technology, we look at the key figures, ideas and events shaping business.Each episode is a 17-minute, daily deep dive into a single topic, featuring expert analysis and the people at the heart of the story.Recent episodes explore the weight-loss drug revolution, the growth in AI, the cost of living, why bond markets are so powerful, China's property bubble, and Gen Z's experience of the current job market.We also feature in-depth interviews with company founders and some of the world's most prominent CEOs. These include Google's Sundar Pichai, Wikipedia founder Jimmy Wales, and the CEO of Canva, Melanie Perkins.(Picture: Motorists wait in line to purchase fuel at a petrol station in the Mohammadpur area of Dhaka, Bangladesh, amid concerns over global oil supply disruptions linked to escalating tensions in the Middle East. Credit: Getty Images)

Donald Trump campaigned on reducing our national trade deficit. Despite this aim and increased tariffs over his first year in office, however, deficits have still persisted at their previous levels. The U.S government is investing aggressively in A.I. to become the world leader over China in this technology and remain the world's preeminent super power.  Richard Duncan, author of “The Money Revolution, How to Finance the next American Century,” has a prescription for future growth and prosperity that entails investing in industries and technologies of the future that will cement U.S. geopolitical preeminence. Richard is also the publisher of Macro Watch, a video-newsletter that analyzes the forces driving the economy and the financial markets in the 21st Century.

Louis-Vincent Gave, founder and CEO of Gavekal Research, joins Julia to break down the three prices that drive every investment decision — the dollar, the 10-year treasury, and oil — and why right now all three are flashing red. With the Strait of Hormuz under threat, Louis explains why he sees oil heading toward $120 and why that number breaks the global economy. He makes the case that the traditional 60/40 portfolio is dead and should be replaced with 60% equities, 20% precious metals, and 20% energy. He reveals why the Chinese renminbi is the most undervalued asset on the planet, why China already won the trade war, and why the US is in greater danger of crushing its allies than itself. One of the most thought-provoking macro conversations you'll hear this year.Links: https://web.gavekal.com/https://x.com/gave_vincentTimestamps: 0:00 Intro and welcome 01:22 The 3 prices that drive everything: dollar, 10-year, oil 2:38 Oil went from $65 to $85 — but Louis fears $120-150 4:08 Why the oil futures curve isn't pricing in a prolonged crisis 5:06 Dollar bear market — why the rebound won't last 6:28 "If truth is the first casualty of war, bonds are a close second" 6:53 The binary outcome on Iran — both scenarios are bad for bonds 7:51 Regime change = Berlin Wall moment — but real rates explode 9:44 "Tails I lose, heads I don't win" — the bond market trap 11:33 $100 oil and Trump's political predicament 13:41 Trump wanted lower energy — "the road to hell is paved with good intentions" 14:06 Why $100 oil is "right pocket, left pocket" for the US 15:58 The real victims: Europe, Taiwan, Korea, Japan 17:23 90% of Hormuz oil heads east — not to the US 18:39 Missing 15 million barrels: prices skyrocket or demand collapses 20:28 Why energy is the best hedge for your portfolio right now 21:50 The new portfolio: 60% equities, 20% precious metals, 20% energy 22:07 The four quadrants framework explained 25:40 Why the 60/40 portfolio is officially dead 27:52 Gold is NOT an inflation hedge — what it actually is 28:37 Why central banks started buying gold after Russia asset seizure 30:08 Western retail has completely missed the gold bull market 31:32 The broken equation: US treasuries no longer equal commodities 32:59 The next shift — stockpiling physical commodities 33:15 "I'm bearish on the dollar and treasuries — but the US has pocket aces" 34:38 Four pillars: fundamentals, momentum, positioning, valuation 36:40 Where Louis sees opportunity: Chile, Brazil, China, South Africa 37:21 China for beginners — the biggest misconceptions 39:05 China's growth miracle — it wasn't central planning 42:06 The Hunger Games of capitalism 44:24 How China really views the Iran war — purely economic 46:46 The most underappreciated macro theme right now 48:19 "Stupidly, stupidly undervalued" — the renminbi slam dunk trade 50:41 Why China kept the RMB artificially low for 8 years 51:49 The weaponization of China's own savings52:35 "China went to the gym" — why it could stand up to Trump 54:18 Who won the trade war? 56:12 The one risk keeping Louis up at night 57:08 "$120 oil breaks stuff" — the number to watch

Tonight's episode of The Second Act Executive is an unedited, raw conversation about the cultural and financial shifts shaping the future of our families.Hosted by Tawnie Wolf (Antoinette Wolf) — a former corporate executive turned entrepreneur, philanthropist, licensed real estate agent, writer, and mother — this podcast is created for leaders over 50 who understand that protecting legacy requires awareness, discipline, and courage.In this episode we discuss:• Market Moves: Why Nvidia, AMD, and DJT are currently on my investment radar and what they reveal about the future of technology, media, and influence.• The 65+ Shield: Why asset protection has become a survival necessity for retirees and grandparents in today's volatile financial environment.• Hollywood's Global Shift: The turning point when China dramatically reduced its investment in Hollywood around 2017–2018, dropping from $4.78 billion in 2016 to roughly $489 million the following year — and how that decision reshaped global entertainment influence.(Sources referenced include reporting from the Los Angeles Times, Yahoo Finance, Screen Daily, and Spy Culture.)• Politics and Entertainment: How major Hollywood talent agencies represent political figures including Barack Obama, Joe Biden, Kamala Harris, Stacey Abrams, and others, and what that reveals about the growing relationship between media power and politics.• Cultural Signals: Why Americans are beginning to question a society that celebrates celebrity culture more than the taxpayers and professionals who actually keep the country running.• Protecting the Next Generation: Why parents and grandparents must take a far more active role in protecting children from online humiliation, digital manipulation, and toxic internet culture.This episode asks an important question:What is truly at risk right now — our financial markets or our cultural values?Because the answer may determine the future our children inherit. Listen, reflect, and join the conversation.Unsubscribe from the noise.Plug into your power.

On Tuesday's Mark Levin Show, for the media, and now for most politicians, what's most important is not winning this war against Iran AND ensuring it's not replaced by another monstrous regime, but the price of gasoline on a daily basis. If this military campaign is ended prematurely, and the second phase of ensuring the institution of a civil government is not accomplished, chances are this entire effort will be for naught.  The economic, geo-political, and national security gains, which have been immense, and the stated goal of liberating the Iranian people, which initiated this process, could become a disaster in every respect -- including political. After we destroyed the Japanese regime in WWII, the U.S. wrote their constitution and installed a government that would be aligned with us.  We must give very focused thought to what comes after the Iranian regime's navy, air force, missiles, and top leadership are destroyed.  It still has a standing army, secret police, and an entire Islamist-supporting infrastructure.  There are many approaches to dealing with this short of a democracy project or sending hundreds of thousands of soldiers.  But to be clear, if a void is created and left there, and we do not fill it (perhaps with our allies) or significantly influence how it is tilled, it most definitely will be filled by the forces in Iran that remain from the old regime with the support of their allies, including China and Russia. Also, polls show that 91% approve of President Trump's handling of the Iran situation among MAGA supporters and 83% among Republicans. Since Tucker Carlson, Megyn Kelly, Steve Bannon, and Candace Owens opposed this military campaign, their audience must largely consist of leftists, anti-Semites, foreigners, Islamists, Marxists, and Democrats. Later, Democrats fiercely oppose voter ID requirements, particularly photo IDs, despite broad public support across all races.  Photo IDs are routinely required for everyday activities, yet Democrats claim they are too difficult to obtain, especially for Black people and married women, which is inherently racist and condescending. Without photo ID verification, there is no reliable way to confirm a voter's identity, prevent double voting, or stop impersonation, particularly in the 11 states (mostly Democratic) that do not require any ID.  Finally, Dr James Lindsay calls in and argues that efforts to drive a wedge between Jews and Christians, and to redefine Americanism, stem from multiple interconnected motives. Primarily, opponents of President Trump are now attempting to weaken him and his agenda from within by fracturing his coalition. This includes pushing the Republican Party toward a more radical, identity-based politics inspired by failed European conservatism, moving away from the traditional American ideal of equal citizenship regardless of background. Influencers driving these narratives are motivated by a mix of genuine ideological commitment to paleoconservative or Buchanan-style views, financial incentives like chasing clicks, payments, bot amplification, and foreign boosting, all converging to reorganize the Republican Party and sever U.S.-Israel ties to diminish America's global defensive posture. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Lego had its best year ever, launching 2 new sets every day… Thanks to a lesson from sports.Nvidia's Jensen Huang wrote his first blog post in 6 years… to explain AI is like a 5-layer cake.China's Nio is out-innovating Tesla… because it doesn't charge batteries, it swaps ‘em.Plus, it's the End of Athleisure… denim is eating LuluFYI, here's Nvidia blog post: https://blogs.nvidia.com/blog/ai-5-layer-cake/ $NIO $MAT $HAS $LULU $NVDABuy tickets to The IPO Tour (our In-Person Offering) TODAYArlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): SOLD OUTGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER: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.

MeidasTouch host Ben Meiselas reports on Donald Trump losing control as Russia and China have set deadly traps that Trump walked right into and as the Iran War spreads into a war involving most countries of the world. Over 2.5 Million Butts Love TUSHY. Get 10% off TUSHY with the code MEIDAS10 at https://hellotushy.com/MEIDAS10 Visit https://meidasplus.com for more! Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast Cult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices

The BBC hears from Iranian residents about life under bombardment, as the US says its military campaign is a "resounding success" - and ahead of schedule. Tehran accuses its enemies of targeting civilians. We also hear from one of the world's biggest shipping companies about how it's unwilling to risk its employees and vessels by sailing through the Strait of Hormuz. In other news, passenger trains are set to resume between China and North Korea. And why some people think it's important to distinguish between books written by humans and AI.The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk

In today's episode, Tom dives deep into the unfolding chaos in the Middle East, breaking down the recent attacks in the Strait of Hormuz and their global impact on oil prices and supply chains. He explores the complexities of Iran's decentralized military structure, the persistent propaganda fueling the conflict, and the ripple effects on global markets as nations scramble to protect their interests. Tom brings a first-principles approach to understanding the headlines, examining how asymmetric warfare and shifting alliances are shaping the future of energy, economics, and international security. From panic gas-buying in China to the challenges facing American and Israeli radar systems, this episode offers an unflinching look at the geopolitics, strategic moves, and technology driving today's world events. Plus, Tom discusses how information is spun in media, the evolving role of AI in politics and industry, and the importance of staying sharp and skeptical in a landscape flooded with conflicting narratives. Whether you're tracking the oil markets, worried about energy independence, or trying to cut through the noise, this episode equips you with the context and insights you need to understand what's really happening on the world stage. What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuince: Free shipping and 365-day returns at https://quince.com/impactpodDuck.Ai: Protect your privacy at https://duck.ai/impactShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactMonetary Metals: Future-proof your wealth at https://monetary-metals.com/impactBlinkist: Start your free trial at https://blinkist.com/impactPlaud: Get 10% off with code TOM10 at https://plaud.ai/tomBlocktrust IRA: get up to $2,500 funding bonus to kickstart your account at https://tomcryptoira.comCape: 33% off your first 6 months with code IMPACT at https://cape.co/impactNetsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/Theory Learn more about your ad choices. Visit megaphone.fm/adchoices

PREVIEW FOR LATER. Peter Huessydetails China's transition from a retaliatory nuclear force to an offensive first-strike capability. He highlights the massive buildup of missile silos and the strategic alliance between China and Iran. (4)1952 B-36 OVER DC

PREVIEW FOR LATER. Alan Tonelson discusses the ongoing threat of fentanyl trafficking from China. While U.S. overdose deaths have declined due to improved treatment, experts suggest the flow of illicit substances remains largely unchanged. (5)1903

1. Guests Gordon Chang and Peter Huessy discuss how Middle Eastconflict causes commodity shortages for China. They explore nuclear threatsfrom Iran and North Korea, noting China's role in promoting global proliferation. (1)1904 PEKING FRUITS

2. Guest Rebecca Grant analyzes the US Navy's overextended carrier fleet, specifically the USS Gerald R. Ford's 11-month deployment. She emphasizes the need for more carriers to counter global threats from Iran and China. (2)1793

3. Guest Alan Tonelson evaluates wartime trade, highlighting China's failure to stop fentanyl precursors. He discusses the impact of tariffs and potential global shortages of fertilizer and sulfur due to Middle East instability. (3)1793

5. Guest Jack Burnham describes China's lukewarm support for Iran and focus on energy security. He also highlights the CCP's internal repression of ethnic minorities through forced labor and incentivized Han Chinese migration. (5)1909 BEHEADING ROBBERS

PREVIEW FOR LATER. Rebecca Grant emphasizes the urgent need to accelerate U.S. Navy carrier construction. Despite legal requirements for eleven carriers, current projections suggest a decline, leaving the fleet overstretched against global threats from China. (3)1942 LEXINGTON

In this episode of The President's Daily Brief: Iran's leadership may survive the current war, but the balance of power inside Tehran could be shifting. We take a closer look at how the Islamic Revolutionary Guard Corps may be using this moment to tighten its grip on the regime—potentially accelerating a long-running evolution toward an IRGC-dominated state. French President Emmanuel Macron orders a major naval deployment to the Middle East, sending ten warships to the region to reinforce France's presence and potentially escort commercial shipping through the increasingly tense Strait of Hormuz. China unexpectedly suspends its daily military flights near Taiwan, leaving the skies around the island strangely quiet and raising new questions about what Beijing may be planning next. In today's Back of the Brief — investigators uncover new evidence in the attempted bombing during a New York City protest, as the FBI searches a Pennsylvania storage unit tied to what authorities say was an ISIS-inspired plot. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting https://PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief HomeServe: Protect your home systems from costly repairs with HomeServe—plans start at $4.99/month at https://HomeServe.com.  Cardiff: Get fast business funding without bank delays—apply in minutes with Cardiff and access up to $500,000 in same‑day funding at https://Cardiff.co/PDB  StopBox: Get firearm security redesigned and save 10% off @StopBoxUSA with code PDB10 at https://stopboxusa.com/PDB10#stopboxpod Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever heard a rooster crowing in the new day and wondered why they did that? Would it surprise you to learn that there's a bunch of myths explaining why? From China to Ancient Greece and Portugal, legendary roosters and chickens have captured the imagination of storytellers!Content Warning: This episode contains conversations about or mentions of animal death, animal fighting, colonization, bodily functions, genitalia, child death, death, starvation, sexual content, infidelity, and execution. Housekeeping- Books: Check out our previous book recommendations, guests' books, and more at spiritspodcast.com/books- Call to Action: Send in those urban legend emails!- Submit Your Urban Legends Audio: Call us! 617-420-2344Minneapolis Spotlight- Comma, a bookshop is an independent bookstore in Minneapolis that sells books and helps to build community, with a focus on deepening connection with their community and drawing connections between ideas.Find Us Online- Website & Transcripts: spiritspodcast.com- Patreon: patreon.com/spiritspodcast- Merch: spiritspodcast.com/merch- Instagram: instagram.com/spiritspodcast- Bluesky: bsky.app/profile/spiritspodcast.com- Twitter: twitter.com/spiritspodcast- Tumblr: spiritspodcast.tumblr.comCast & Crew- Co-Hosts: Julia Schifini and Amanda McLoughlin- Editor: Bren Frederick- Music: Brandon Grugle, based on "Danger Storm" by Kevin MacLeod- Artwork: Allyson Wakeman- Multitude: multitude.productionsAbout UsSpirits is a boozy podcast about mythology, legends, and folklore. Every episode, co-hosts Julia and Amanda mix a drink and discuss a new story or character from a wide range of places, eras, and cultures. Learn brand-new stories and enjoy retellings of your favorite myths, served over ice every week, on Spirits.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Patrick Bet-David, Tom Ellsworth, and Brandon Aceto are joined by Anthony Scaramucci to break down Trump's Strait of Hormuz takeover threat tied to the Iran conflict, Anthropic suing the Pentagon over AI and defense contracts, the Panama Canal port war involving China, and new warning signs in the U.S. labor market and jobs report.------

China wins the first-ever Mixed Team American Cup using the new LA28 Olympic format—and the result might reveal a major flaw in the event design.  We break down how the three-round elimination format worked, why some teams advanced despite falls, and what strategies teams used when choosing apparatus. Plus, data analyst and figure skating official Dr. Elliot Schwartz joins the show to explain the strategy behind the format, whether teams should be allowed to change lineups mid-competition, and what gymnastics could learn from figure skating's scoring system and judging transparency. CHAPTERS 00:00 – Cold Open: Why This Mixed Team Format Was Built for China 01:11 – USAG Pulls Out of Turkey and Cairo World Cups 03:23 – Iowa State Cuts Gymnastics + KJ Kindler Fires Back 08:45 – Jessica on New USAG President Kyle Albrecht 10:02 – American Cup Mixed Team Format Debuts at the Reborn American Cup 11:42 – China Wins + Why This Format Favors China 13:01 – Round 1 Chaos: Brazil and the Philippines Are Eliminated 14:15 – Round 2 Drama: Asher Hong Falls and the U.S. Barely Survives 17:45 – Final Round Recap: U.S. Gets Silver, Japan Takes Bronze 19:00 – Club Gym Nerd Updates: College & Cocktails, Live Shows and More 20:05 – American Cup Deep Dive: Did It Actually Feel Like a Team Competition? 21:35 – Could Fans Follow the Meet? Arena Confusion and Missing Scores 23:23 – Peacock vs In-Arena Experience 25:43 – Should This Have Been a Head-to-Head Bracket? 28:54 – Debate Club: Should Teams Be Allowed to Change Lineups Mid-Meet? 31:17 – Event Selection Debate: Too Much P-Bars, Not Enough Chaos 33:55 – Comedy Highlights: Claire Pease High-Five Fail + Nastia Clip 35:16 – Broadcast Problems: NBC, U.S.-Only Focus and Missed Routines 41:17 – Interview: Dr. Elliot Schwartz on Strategy, Scoring and Figure Skating Lessons 44:01 – Could Gymnastics Use a Plus/Minus Scoring System? 47:52 – Planned Routines, Improvisation and What Figure Skating Does Better 52:01 – Specialist Strategy: What's the Ideal Team Construction? 55:55 – Is Saving Your Biggest Difficulty for the Final Round the Best Strategy? 59:24 – NCAA Update: UCLA vs Stanford Bronze Medal Reunion Meet 01:00:44 – Florida vs LSU: Historic 198.450 and Scoring Chaos 01:07:00 – Perfect 10 Update 01:08:45 – NCAA Rankings Update 01:10:06 – Listener Feedback: American Cup Broadcast Frustrations 01:16:29 – Tim Daggett Back on Air 01:18:15 – American Cup Right, Wrong and How to Improve It 01:23:47 – Outro: College & Cocktails After Utah at UCLA 01:25:01 – End UP NEXT Fantasy Gymnastics podcast every Wednesday College & Cocktails:  Utah at UCLA on Sat at 9:30ish 2026 Cocktail and Mocktail menu here SUPPORT OUR WORK Club Gym Nerd: Join Here Fantasy: 2026 College Fantasy Game now open with weekly winners Merch: Shop Now Podcast Tour Tickets Replay tickets on sale for our fundraiser show with all the tea from Cecile Landi 2026 Live Show Season Pass is now available, 4 shows for the price of 3 Thank you to our sponsor Huel Limited Time Offer – Get Huel today with my exclusive offer of 15% OFF online with code GYMCASTIC15 at huel.com/GYMCASTIC15. New Customers Only. Newsletters The Balance Beam Situation: Spencer's GIF Code of Points Gymnastics History and Code of Points Archive from Uncle Tim Resistance Resources

What are Iranians actually experiencing right now? Suzi speaks with Yassamine Mather, an Iranian socialist who has been in direct contact with relatives, colleagues, and comrades inside Iran throughout the bombing. Yassamine is chair of Hands Off the People of Iran, editor of Critique, and researcher at Oxford's Middle East Centre. She describes near-hourly strikes, hospitals hit, internet cut, and a propaganda war in which state TV claims nothing happened while satellite channels say nothing is left. She explains why Trump's promise to 'liberate' Iran has had opposite effects: People who were in January's anti-regime protests are now joining pro-government demonstrations — not for the regime, but out of rage at foreign attack. She assesses Khamenei's death, the removal of his brake on IRGC adventurism, Netanyahu's real objective (to destroy Iran as a country, not just its nuclear program), and why this war makes 2003 look well planned. She also addresses dangerous illusions some on the Left hold about Russia or China as potential saviors. She closes with a new initiative: Nur, a project for regional solidarity across Iran, Palestine, and the Arab world, launched with veteran socialist Moshé Machover. Jacobin Radio with Suzi Weissman features conversations with leading thinkers and activists, with a focus on labor, the economy, and protest movements.

Day 1,476.Today, as US envoy Steve Witkoff says “we can take them at their word” after Russia denies sharing intelligence about American forces with Iran – before adding “let's hope they're not sharing” – we examine the latest tensions between Washington, Moscow and Tehran. We also analyse a Ukrainian deep-strike operation that raised fresh questions about Russian air defences after a loitering drone was able to film the attack. Then we bring updates on Ukrainian counterattacks in the south, where two operations now appear to have pushed around 10 kilometres into Russian lines, and hear a final dispatch from Adélie in Ukraine. Later, we speak to former NATO Secretary General Anders Fogh Rasmussen.Contributors:Dominic Nicholls (Host on Ukraine: The Latest). @DomNicholls on X.Francis Dearnley (Host on Ukraine: The Latest). @FrancisDearnley on X.Adelie Pojzman-Pontay (Host on Ukraine: The Latest). @Adeliepjz on X.With thanks to former NATO chief Anders Fogh Rasmussen and Roland Oliphant.NOW IN FULL VIDEO WITH MAPS & BATTLEFIELD FOOTAGE:Every episode is now available on our YouTube channel shortly after the release of the audio version. You will find it here: https://www.youtube.com/channel/UCdHjleMvPSs-JEjiQ8_D2cACONTENT REFERENCED:'I am no spy': Courier in Russian exploding parcels plot against UK talks to BBC (BBC):https://www.bbc.co.uk/news/articles/cpd83zwqlvno Kremlin backs covert campaign to keep Viktor Orbán in power (Financial Times):https://www.ft.com/content/34df20f9-487b-4cb6-9dc9-d676d959d1ed Ukraine makes ‘China-free' drones (New York Times):https://www.nytimes.com/2026/03/11/world/europe/ukraine-drones-china.html Strike on Bryansk, confronting hostile social media: Kremlin spokesman's remarks (TASS):https://tass.com/politics/2099953EMAIL US:Contact the team on ukrainepod@telegraph.co.uk . We continue to read every message, and seek to respond to as many on air and in our newsletter as possible. Hosted on Acast. See acast.com/privacy for more information.

Our analysts Andrew Sheets and Martijn Rats discuss why a prolonged disruption of oil flow through the Strait of Hormuz would be unprecedented—and nearly impossible for the market to absorb.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley.Martijn Rats: I'm Martijn Rats, Head of Commodity Research at Morgan Stanley.Andrew Sheets: Today on the program we're going to talk about why investors everywhere are tracking ships through the Strait of Hormuz.It's Wednesday, March 11th at 2pm in London.Andrew Sheets: Martijn, the oil market, which is often volatile, has been historically volatile over the last couple of weeks following renewed military conflict between the United States and Iran.Now, there are a lot of different angles to this, but the oil market is really at the center of the market's focus on this conflict. And so, I think before we get into the specifics, I think it's helpful to set some context. How big is the global oil market and where does the Persian Gulf, the Strait of Hormuz fit within that global picture?Martijn Rats: Yeah, so the global oil consumption is a little bit more than a 100 million barrels a day. But that splits in two parts. There is a pipeline market and there is a seaborne market. And when it comes to prices, the seaborne market is really where it's at. If you're sitting in China, you're buying oil from the Middle East, all of a sudden, it's not available. Sure, if there is a pipeline that goes from Canada into the United States, that doesn't really help you all that much.Andrew Sheets: So, it's the oil on the ships that really matters.Martijn Rats: It's the oil on ships that is the flexible part of the market that we can redirect to where the oil is needed. And that is also the market where prices are formed. The seaborne market is in the order of 60 million barrels a day. So, only a subset of the 100 [million]. Now relative to that 60 million barrel a day, the Strait of Hormuz flows about 20 [million]. So, the Strait of Hormuz is responsible for about a third of seaborne supply, which is, of course, very large and therefore, you know, very critical to the system.Andrew Sheets: And I think an important thing we should also discuss here, which we were just discussing earlier today on another call, is – this is a market that could be quite sensitive to actually quite small disruptions in oil. So, can you give just some sense of sensitivity? I mean, in normal times, what sort of disruptions, in terms of barrels of oil, kind of, move markets; get investors' attention?Martijn Rats: Yeah, look, this is part of why this situation is so unusual, and oil analysts really sort of struggle with this. Look normally, at relative to the 100 million barrels a day of consumption, we care about supply demand imbalances of a couple of 100,000 barrels a day. That becomes interesting.If that, increases to say 1 million barrel a day, over- or undersupplied, you can expect prices to move. You can expect them to move by meaningful amounts. We can write research; the clients can trade. You have a tradable idea in front of you. When that becomes 2 to 3 million barrels a day, either side, you have major historical market moving events.So, in [20]08-09, oil famously fell from over 100 [million] down to something like 30 [million], on the basis that the oil market was 2-2.5 million barrel day oversupplied for two quarters. In 2022, we all thought – this actually never happened, but we all thought that Russia was going to lose about 3 million barrel day of supply. And on that basis, just on the basis of the expectation alone, Brent went to $130 per barrel. So, 2-3 [million] either side you have historically large moves. Now we're talking about 20 [million].Andrew Sheets: And I think that's what's so striking. I mean, again, I think investors, people listening to this, they can do that arithmetic too. If this is a market where 2 to 3 million barrels a day have caused some of the largest moves that we've seen in history, something that's 20 [million] is exceptional. And I think it's also fair to say this type of closure of the Strait [of Hormuz] is something we haven't seen before.Martijn Rats: No, which also made it very hard to forecast, by the way. Because the historical track records did not point in that direction, and yet here we are. The historical track record – look, you can look at other major disruptions historically.The largest disruption in the history of the oil market is the Suez Crisis in the mid-1950s that took away about 10 percent of global oil consumption. This is easily double that. So really unusual. If you look at supply and demand shocks of this order of magnitude, you can think about COVID. In April 2020, for one month, at the peak of COVID, when we're all sitting at home. Nobody driving, nobody flying. Yeah, we lost very briefly 20 million barrels a day of demand. Now we're losing 20 million barrels a day of supply. So, look, the sign is flipped, but it's in the same order of magnitude. And yeah, these are unusual events that you wouldn't actually, sort of, forecast them that easily. But that is what is in front of us at the moment.Andrew Sheets: So, I think the next kind of logical question is if shipping remains disrupted, and I'd love for you to talk a little bit about, you know, you're sitting there with satellite maps on your screen tracking shipping, which is – a development. But, you know, what are the options that are available in the region, maybe globally to temporarily balance this supply and create some offset?Martijn Rats: Yeah. So, like of course when we have a big disruption like this one, of course the market is going to try to solve for this. There are a few blocks that we can work with. I'll run you through them one by one, including some of the numbers. But very quickly you arrive at the conclusion that this is; this puzzle – we can't really solve it.Like in 2022, the market was very stressed. We thought Russia was going to lose 3 million barrels a day of supply, but we could move things around in our supply demand model. Russia oil goes to China and India. Oil that they buy, we can get in Europe, we can move stuff around to kind of sort of solve a puzzle.This puzzle is very, very difficult to solve. So, through the Strait of Hormuz, 15 million barrels a day have crude, 5 million barrels a day of refined product, 20 million barrels a day in total. What can we do?Well, the biggest offset, is arguably the Saudi EastWest pipeline. Saudi Arabia has a pipeline that effectively allows it to ship oil to the Red Sea at the Port of Yanbu, where it can be evacuated on tankers there. That pipeline has a capacity of 7 million barrels a day. We think it was probably already flowing at something like 3 million barrels a day. So, there's probably an incremental 4 [million] that can become available through that. That's the biggest block, that we can see of workaround capacity, so to say.After that the numbers do get smaller. The UAE has a pipeline that goes through Fujairah that's also beyond the Strait of Hormuz. We think there is maybe 0.5 million barrel a day of capacity there. Then you're basically, sort of, done within the region, and you have to look globally for other sources of oil.If there are sanctions relief, maybe on Russian oil, you can find a 0.5 million barrel day there. Here, there and everywhere. 100,000 barrels a day, 200,000 barrels a day. But the numbers get…Andrew Sheets: It's still not… So, if you kind of put all of those, you know, kind of, almost in a best-case scenario relative to the 20 million that's getting disrupted.Martijn Rats: If you add another one or two from a massive SPR release, the fastest release from SPR…Andrew Sheets: That's the Strategic Petroleum Reserve.Martijn Rats: Yeah, exactly. Earlier today, we got an announcement, that the IEA is proposing to release 400 million barrels from Strategic Reserve across its member countries. That is a very large number. But – and that is important. But more important is how fast can it flow because the extraction rate from these tanks is not infinite. The fastest ever rate of SPR release is only 1.3 million barrels a day. Now, maybe the circumstances are so extraordinary, we can do better than that and we can get it to 2 [million]. But beyond that, you're really in very, very uncharted territory.So maybe in the region, work around sanctions relief, SPR release, we can probably find like 7 million barrels a day out of a problem that is 20 [million]. You're left with another 13 [million]. The 13 [million] is four times what we thought Russia would lose. So, you're left with this conclusion: Look, this really needs to come to an end.Andrew Sheets: And the other rebalancing mechanism, which again, you know, when we come back to markets and forecasting, this is obviously price. And, you know, you talk about this idea of demand destruction, which I think we could paraphrase as – the price is higher so people use less of it and then you can rebalance the market that way.But give us just a little sense of, you know, as you and your team are sitting there modeling, how do you think about, kind of, the price of oil? Where it would need to go to – to potentially rebalance this the other way.Martijn Rats: Yeah, that price is very high. So, what it's a[n] really interesting analysis to do is to look at the historical frequency distribution of inflation adjusted oil prices.You take 20 years of oil prices. You convert it all in money of the day, adjusted for inflation, and then simply plot the frequency distribution. What you get is not one single bell curve centered around the middle with some variation around the midpoint. You get, sort of, two partially overlapping bell curves.There is a slightly larger one, which is, sort of, the normal regime. Lower prices, 60, 70, 80 bucks. There's a lot of density there in the frequency distribution, that's where we are normally. What's interesting is that actually, if you go from there to higher prices, there are prices that are actually very rare in inflation adjusted terms.Like a [$] 100-110. In nominal terms, we might feel that that has happened. In inflation adjusted terms, these prices are extremely rare. They are way rarer than prices that live even further to the right. [$]130, 140.The oil market has this other regime of these very high prices. If you go back in history, when did those prices prevail? They always prevailed in periods where we asked the same question. What is the demand destruction price? And yeah, to erode demand by a somewhat meaningful quantity, yeah, you end up in that regime. These very high prices, like [$]130. And it's… It's not a gradual scale. You sort of at one point shoot through these levels and that's where you then end up.Andrew Sheets: It's quite, quite serious stuff.Martijn Rats: Well, yeah. Also, because we can casually say in the oil market, ‘Oh, demand erosion has to be the answer.' But we don't erode demand in isolation. Like, you know, diesel is trucking. Yeah, jet is flying. NAFTA is petrochemicals.Andrew Sheets: These are real core parts of economic activity.Martijn Rats: It's all GDP.Andrew Sheets: So maybe Martijn, in conclusion, let me give you a slightly different scenario. Let's say that the conflict goes on for another couple of weeks, but then there is a resolution. Traffic goes back to normal. Walk us through a little bit of what that would mean. You know, kind of how long does it take to get back to normal in a market like this?Martijn Rats: Yeah. So, if you say, weeks, I would say that is an uncomfortable period of time actually.Andrew Sheets: Feel free to use a slightly different scenario.Martijn Rats: If you say days. Let's say next week something happens, the whole thing comes soon to end. Look, then we will have logistical supply chain issues. But look, we can work through that.There is at the moment somewhat of an air pocket in the global oil supply chain. There should be oil tankers on their way to refineries for arrival in April and May that currently are not. So, we will have hiccups and things need to be rerouted and we draw on some inventories here or there, but… And that will keep commodity prices tense, I would imagine. The equity market will probably look through it.We'll have a month or six weeks, not more than two months, I would imagine of logistical issues to sort out. Look, of course, if that, you know, doesn't happen, then we're back in the scenario that we discussed. But yeah, look, that that's equally true. If it's short, we can sort of live with a disruption.Andrew Sheets: It's fair to say that this is a situation where days really matter, where weeks make a big difference.Martijn Rats: Oh, totally. Look, the oil industry has built in various, sort of, compensatory measures, I think. You know, inventories along the supply chains. But nothing of the scale that can work with this. I mean, this is truly yet another order of magnitude.Andrew Sheets: Martijn, thank you for taking the time to talk.Martijn Rats: My pleasure.Andrew Sheets: And thank you as always for your time. If you find Thoughts on the Market useful, let us know by leaving review wherever you listen. And also tell a friend or colleague about us today.Important note regarding economic sanctions. This report references jurisdictions which may be the subject of economic sanctions. Readers are solely responsible for ensuring that their investment activities are carried out in compliance with applicable laws.

DML talks with Emma Water, a strong voice on faith, family, and leadership for women today. Emma is the author of Lead Like Jael: 7 Timeless Principles for Today's Women of Faith. They discuss the collapse of the nuclear family, declining birth rates in the United States, and the abuse of the 14th Amendment through birthright citizenship. Plus, much more.

I'm your China travel guide in exile, Missionary Ben. Follow me on Twitter/X (@chinaadventures) where I share a new Chinese city or county to pray for every single day of the week. Feel free to email anytime: chinacompass @ privacyport.com. Visit PrayGiveGo.us for Patreon, Substack, Books & everything else! The Memoirs of William Milne (PrayGiveGo.us) The Autobiography of John G. Paton (JohnGPaton.com) Borden of Yale: The Millionaire Missionary (BordenofYale.com) Unbeaten: Arrested, Interrogated & Deported from China (Unbeaten.vip) Why the Prison Pulpit? To remind people to pray for persecuted believers as Hebrews 13:3 teaches: “Remember those who are in prison, as bound with them.” We’ve looked at Wang Yi and Early Rain Church’s writings in the aftermath of their arest in 2018, but I’ve also regularly turned to other persecuted ministers who have gone before, such as Richard Wurmbrand, to give us a voice literally from prison. Let me recommend a little book (Return of the Raider/The Amazing Story of Sergeant Jacob Deshazer), that I was tempted to cover in a full Prison Pulpit episode: https://jacobdeshazer.com/return-of-the-raider The Middle East continues to be in the spotlight this week. There is obviously much we do know to pray for, but I want to remind you that there is also so much we DO NOT KNOW. For instance, Iran’s regime-induced internet blackout keeps us from hearing much at all from the majority of Iranians who are cheering on the potential fall of the Islamic regime. Let’s not forget them. My guess is if communication were functioning normally, we’d be inundated with positive messages from within Iran. One report I saw estimated that in Iran it's more like 95% against the Ayatollahs and 5% for. But we really just don’t know. Finally, we come to our topic of the day, Chinese Christians in Exile and Serving Abroad… I have to be careful here. I simply cannot give up too much info about the folks I’m going to mention, so bear with me as I search for the right words… - Chinese missionaries are being sent to most of western China, almost all of Asia (sans India), and much of the Middle East, and they “fit in” much better than Westerners in many of these places - They are being trained in much the same way Western missionaries are trained to work cross-culturally, not in a matter of days, but years, in strategic places both inside and outside of China - Some of them struggle to leave China (passports confiscated), but others cannot return, as they will be arrested upon arrival with their passports confiscated for the foreseeable future - We have a major project later this year to help the missionary arm of the Chinese Underground Church Strategic Opportunity to Give: MCI3.org ($50,000 need!) Follow China Compass Thank you for listening! Subscribe & leave a review on your preferred podcast platform! And don’t forget to visit PrayGiveGo.us for books +. Heb. 13:3: Remember those who are in prison, “as bound with them”!

This Week In Startups is made possible by:Circle - http://circle.so/twistSentry - http://Sentry.ioDeel - http://deel.com/twistPlaud - http://Plaud.ai/twistToday's show:It's self-driving time! We're going deep on one of the most exciting spaces developing in the world, autonomous vehicles! We've got 3 experts on the show to talk to us enlighten us, Ben Seidl of Autolane, Ming Maa of Moove, and Nathan Parker of EdgeCase.What's going on in the world of self-driving? How has the reliability of autonomous vehicles improved? What challenges are we still facing in the industry? Will the US reign victorious, or is China sneaking up? Let's find out on TWiST!Timestamps:00:00 intro02:21 Uber teams up with Zoox! 03:02 Does EdgeCase work with Zoox? 03:03 Operational design domains 06:47 The challenges of bringing self-driving to new environments. 00:10:53 Circle: The easiest way to build a home for your community, events, and courses — all under your own brand. TWiST listeners get $1,000 off the Circle Plus Plan by going to http://circle.so/twist. 00:13:26 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at Plaud.ai/twist and use code TWIST for 10% off! 00:17:19 How has reliability of autonomous cars improved? 00:19:18 How Ben Seidl came up with the idea for Autolane! 00:21:08 Sentry: New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 00:27:47 How Moove helps autonmous vehicles go to market! 00:30:49 Deel: Founders ship faster on Deel. Set up payroll for any country in minutes and get back to building. Visit https://deel.com/twist to learn more. 00:33:28 The logisitcs of managing fleets. 00:37:08 Why is it called Autolane and not multi-modal lane? 00:40:50 Does EdgeCase work with smaller self-driving vehicles as well? 00:41:52 How autonomous systems will interact with one-another! 00:43:14 Why AV's should not talk to other AV's on the road 00:45:07 The state of the self-driving market 00:49:12 Why Tesla isn't involving themselves in California 00:50:34 Why the US is leading the way with regulatory clarity in autonomous vehicles 01:02:51 Ben Seidl says federal regulation is a necessity 01:05:20 What is holding back self-driving growth in the US? 01:06:26 What companies make the most money in self driving Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com

Markets are underestimating the gravity of what's unfolding in the Middle East, but Bitcoin is showing signs it might be pricing in the inevitable response.

We look at the rising threat of kidnap for ransom. In West Africa, it's a growing criminal industry.But how should any of us respond if or when the worst happens to us and a loved one is taken?If you'd like to get in touch with the team, our email address is businessdaily@bbc.co.ukPresented and produced by Ed ButlerBusiness Daily is the home of in-depth audio journalism devoted to the world of money and work. From small startup stories to big corporate takeovers, global economic shifts to trends in technology, we look at the key figures, ideas and events shaping business.Each episode is a 17-minute, daily deep dive into a single topic, featuring expert analysis and the people at the heart of the story.Recent episodes explore the weight-loss drug revolution, the growth in AI, the cost of living, why bond markets are so powerful, China's property bubble, and Gen Z's experience of the current job market.We also feature in-depth interviews with company founders and some of the world's most prominent CEOs. These include Google's Sundar Pichai, Wikipedia founder Jimmy Wales, and the CEO of Canva, Melanie Perkins.(Picture: Security officers stand guard next to a bus carrying freed worshippers at the Government House in Kaduna on the 5th of February 2026. More than 160 Christian worshippers were initially feared kidnapped during coordinated attacks on three churches in Kurmin Wali, Kajuru area, on the 18th of January. Credit: Getty Images)

WAR IS COMPLETE! Oil Screaming higher Euro Nat Gas up 60% An update on JCD PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter INTERACTIVE BROKERS Warm-Up - The CTP for Caterpillar - We have a winner! - A tech earnings BLOWOUT - A seminal moment with AI and Employment trends - An update on JCD - from JSD - A Limerick for JCD Markets - WAR FOOTING - Buyers are still there... - Oil Screaming higher (Sunday night wow!) - Euro Nat Gas up 60% - Anyone wondering why markets keep going up? John Dvorak Jr. - Guest  - UPDATE ON JCD JSD: - Tell us what you are doing these days... - What was it like growing up around constant tech commentary and skepticism? - How did that environment shape the way you look at innovation and hype? - Where do you most disagree with your father's views on technology today? - Is AI making people smarter—or more dependent? - How should younger professionals think about job security when automation is accelerating? War and Oil - Iran's Revolutionary Guard says it has closed the Strait of Hormuz, per a Reuters report. - About a third of the world's seaborne oil exports passed through the Strait in 2025. - Threatening to BURN any ship that attempts to go through - The Strait of Hormuz is a critical, narrow chokepoint about 90–104 miles (145–167 km) long and 21–60 miles (33–95 km) wide. At its narrowest, it is only 21 miles (33 km) across, with shipping lanes in each direction restricted to just two miles wide to accommodate massive oil tanker traffic, representing about one-fifth of global oil consumption - Meanwhile - lots of production halts - Oil screamed to $115 on Sunday night before cooler heads prevailed AND SPR talk hit the tape. - MISSION ACCOMPLISHED? Just in... - President Trump says "I have ordered the United States Development Finance Corporation to provide, at a very reasonable price, political risk insurance and guarantees for the financial security of all maritime trade, especially energy, traveling through the Gulf. This will be available to all shipping lines. If necessary, the United States Navy will begin escorting tankers through the Strait of Hormuz, as soon as possible" - BUT, who would even want to take the chance of moving through that area - even if there is insurance? Meanwhile LNG -Daily charter rates for LNG tankers in the Atlantic Basin have surged to over $200,000 per day. - Rates are roughly double levels seen less than a day earlier. - The spike followed Qatar's shutdown of LNG production as the conflict with Iran spread across the region. - The new offer levels are at least three times higher than the most recent assessed LNG tanker rate of $61,500, according to Spark Commodities earlier Monday. - Despite the elevated asking prices, no transactions have yet been confirmed at these levels. You thought that was BAD? - Europe in bad shape with Nat Gas after Qatar halted production (accounts for 20% of global LNG supply) Euro Nat Gas Amazon Data Loss - HEY WHAT ABOUT THIS? - Amazon Web Services said late Monday two of its data centers in the United Arab Emirates and a facility in Bahrain were damaged by drone strikes, taking the facilities offline. - “In the UAE, two of our facilities were directly struck, while in Bahrain, a drone strike in close proximity to one of our facilities caused physical impacts to our infrastructure,” AWS said. “These strikes have caused structural damage, disrupted power delivery to our infrastructure, and in some cases required fire suppression activities that resulted in additional water damage.” - This is an interesting twist on cyber-warfare - WHAT IF? - JSD: How does this impact AI and the world tech flow? Why do/did markets keep climbing? - Global debt climbed to a record $348 trillion at the end of 2025, after nearly $29 trillion was added over the year in the fastest yearly build-up since the pandemic surge - The increase was driven primarily by governments, which accounted for more than $10 trillion of the rise, with the United States, China and the euro area responsible for roughly three-quarters of the jump - Also, margin debt up 30% in 2025 - so there is that... - No wonder there is resilience in these markets... Berkshire News - Earnings from operations totaled $10.2 billion in Q4. That's down more than 29% from $14.56 billion in the year-earlier period. - Insurance underwriting profits dropped 54% to $1.56 billion from $3.41 billion a year prior. Insurance investment income slid nearly 25% from to $3.1 billion from $4.088 billion. - This was the final quarter under Warren Buffett as CEO, who announced he was stepping down at the annual shareholders meeting last May. - Full year overall earnings, meanwhile, fell to $66.97 billion from $89 billion a year prior. - NO Buybacks, bit they still have more that $350B is cash INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/ Irritating - UBS' top equity strategist dialed back his view on U.S. stocks, citing mounting risks from a weakening dollar, stretched valuations and policy turbulence in Washington. - Andrew Garthwaite, head of global equity strategy at the investment bank, downgraded American equities to “benchmark” in a fully invested global equity portfolio, arguing that the factors that powered years of outperformance are starting to fade. - Market weight - no risk for this guy on the call. Can't lose as will just perform with the benchmark - DUMB Dell Earnings BLOWOUT (Follow up) - Dell reported adjusted earnings of $3.89 per share, exceeding the $3.53 per share expected by analysts surveyed by LSEG. - The company posted $33.38 billion in revenue for the quarter, topping a forecast of $31.73 billion. - Stock up 22% on the news and followed through on Monday - Dell cut quote time to less that a week (prices expire) - Dell expects revenue for its artificial intelligence servers to hit $50 billion in 2027, more than double the year prior. - Much different story from HP that was complaining about input pricing.... Obviously Dell is much smarter at pass-though management of pricing. Jack on the Attack - Financial technology firm Block (XYZ), run by Jack Dorsey began slashing more than 40% of its workforce (4k people) on Thursday, saying in a letter to shareholders that AI tools "have changed what it means to build and run a company." - The AI layoffs came as the Square payment system and Cash App operator matched fourth-quarter earnings estimates, yet Block shares surged after hours. - Evercore ISI analyst Adam Frisch called the layoffs "the seminal moment to date in the AI narrative and how it could transform companies as we know it going forward." - SOOOOOO - AI is responsible for job cuts? ---- SOOOOOO - AI can replace humans and as productivity is enhanced? Duolingo - Duolingo forecast first-quarter and 2026 bookings below expectations on Thursday as it shifts strategy toward faster user growth, a move it said will weigh on bookings growth and profitability this year, sending the company's shares down more 23% after hours last week. - The company plans to roll out more AI-driven speaking tools to free users, reducing friction that previously nudged learners toward paid plans - Poster child of how AI can kill your business? - However, earnings/financials looked pretty good and there is a strategy there that may be beneficial   Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS There is a tech pundit whose name be John, Whose sharp takes went late into dawn. He hit pause for some care, But with grit (and repair), Soon he'll be back oh so steady and strong. See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

We return to China this week, to check out 3 more episodes of dònghuà To Be Hero X. We also talk about similar works like The Ice Storm and Grizzly Man. | Follow us on Apple Podcasts | Support us on Patreon | Follow us on BlueSky | We're on Threads/Instagram | Subscribe to us on YouTube | Join the fan Discord

Is the future of warfare AI? Host Casey Harper is joined by Col. Bob Maginnis (Ret.) and The Washington Stand's Jared Bridges to analyze the use of Artificial Intelligence within warfare and the government. The government is already using AI, but at what level and with what guardrails? The three discuss the ethical dilemma of AI in warfare, the race with China concerning surveillance and data gathering, and what it looks like to regulate the rapidly evolving technology.

Three bizarre news stories from around the world that are sure to give us a bunch of new vocabulary. A man who accidentally hacked into 7000 robot vacuums, a man who introduced a WW1 era bomb into his body, and Draco Malfoy goes viral in China. I swear I didn't make any of these up. Controlling 7000 robotsFrenchman with lodged projectileMalfoy viral in China

In this explosive episode of On the Record, economist Christian Briggs sits down with political strategist Chris Walker for a brutally honest breakdown of the Iran conflict, the global oil crisis, and the political earthquake it could trigger in the 2026 and 2028 elections. What begins as a discussion about Middle East tensions quickly spirals into a much bigger question: Did the Iran strikes just light the fuse on a global economic chain reaction?The conversation opens with a shocking warning from Saudi Aramco CEO Amin Nasser, who says the Iran conflict could be the largest crisis ever faced by the global oil and gas industry. Oil briefly surged toward $120 a barrel, markets panicked, hedge funds lost billions, and entire economies in Asia and Europe reportedly teetered on the brink. Briggs and Walker explain why this isn't just a Middle East story—it's a global supply chain shock that touches everything from agriculture and airlines to manufacturing and grocery prices.And the ripple effects are brutal. Higher oil prices mean higher transportation costs, higher food prices, shrinking consumer spending, and potentially stagflation-like conditions reminiscent of the COVID economic shock—except this time energy prices are soaring instead of collapsing. Briggs warns that oil still sits 50% higher than at the start of the year, and if the Strait of Hormuz disruption continues, inflation and economic pain could accelerate worldwide.But the most controversial part of the episode isn't the economics—it's the strategy behind the conflict. Walker argues that Donald Trump is playing a long geopolitical game aimed squarely at China, using moves in Venezuela and Iran to cut off Chinese energy access and restore American leverage in global resources and supply chains.Then the conversation turns political—and it gets even more intense. The hosts warn that sky-high fuel costs and affordability pressure could devastate Republicans in the 2026 midterms, potentially costing them the House and threatening the Senate majority. Younger voters already frustrated with housing costs, gas prices, and foreign conflicts could swing the political balance dramatically.They also explore another uncomfortable reality: Republicans may be losing the messaging war, especially with voters under 40 who consume information differently and increasingly distrust traditional institutions and foreign interventions.By the end of the episode, Briggs and Walker leave listeners with a chilling thought:The Iran conflict might not just reshape the Middle East—it could reshape the American political map, the global economy, and the future of U.S. power.If oil, elections, and geopolitics are all colliding at once… this episode explains why the next two years could change everything.

If you're a foreign student in China, or planning to be one, you should probably learn the word for "foreign student." And since all our listeners are good-looking, the word for "handsome guy" might just come in handy as well. Learn all this and more in this Chinese lesson. Episode link: https://www.chinesepod.com/1634