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Canada's PM Carney Pursues China Trade Ties Despite Warnings of Beijing's Malign Influence and Elite Capture— Charles Burton — Burton analyzes Prime Minister Carney's efforts to strengthen trade relations with China, potentially to offset escalating tensions with the U.S. Burton suggests Carney assumes China will reward policy concessions by opening its markets, though historical precedent demonstrates China routinely offers empty promises. Burton expresses concern that the government is delaying implementation of a Foreign Influence Registry to appease Beijing, enabling continued espionage, infiltration operations, and the "elite capture" of Canadian policy makers. 1963
On this episode of the Trade Guys, Bill and Scott discuss the upcoming 2026 review of the USMCA and the state of trade in North America. They also examine recent cooperation between the United States and China on counternarcotics and port fees and ponder whether Congress may take action on tariffs now that the shutdown is over. Plus, we welcome Alex Kisling as our new moderator.
Rising geopolitical tensions and global trade volatility has revealed a key power struggle: supply chains are a matter of national security. This year's annual report from the congressional U.S.–China Economic and Security Review Commission warns that China has begun weaponizing key supply chain chokepoints, from critical minerals to foundational semiconductors, creating risks that reach far beyond trade. In this episode, we're joined by Livia Shmavonian and Josh Hodges, two commissioners of the U.S.–China Economic and Security Review Commission, along with Professor Yossi Sheffi, Director of the MIT Center for Transportation and Logistics. They discuss key findings from this year's report: why companies have been slow to recognize the strategic nature of their dependence on China, how subsidies and overcapacity distort global competition, and why innovation remains the United States' greatest advantage. From U.S. manufacturing limitations to market access in China, the conversation explores what's at stake, what must change, and how companies and policymakers can prepare for a future where supply chain strategy is inseparable from national security. You can read the full report here.
SHOW 11-4-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 18865 PUBLISHER ROW THE SHOW BEGINS IN THE DOUBTS ABOUT NEW YORK CITY AND LONDON. FIRST HOUR 9-915 Economic Policy and China Trade. Elizabeth Peek discusses the US economy, where Treasury Secretary Bessent asserts that housing is in recession due to high Federal Reserve rates. Peek argues that lower rates are needed to "unstick" the housing market. The Fed, led by Jay Powell, is fixated on inflation, though Peek questions his rationale regarding tariffs and labor demand. The conversation also covers the Trump-Xi meeting, which was anticlimactic, postponing confrontation for a year. Key concessions included China relenting on rare earth exports and American soybean boycotts. 915-930 Economic Policy and China Trade. Elizabeth Peek discusses the US economy, where Treasury Secretary Bessent asser 930-945 The Far Right in Europe and German Rearmament. Judy Dempsey examines the rise of Europe's far right, noting that while they succeed in complaining, they often struggle to govern, exe. 945-1000 The Far Right in Europe and German Rearmament. Judy Dempsey examines the rise of Europe's far right, noting that while they succeed in complaining, they often struggle to govern, exemplified by t. SECOND HOUR 1245-100 AM Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley discusses Trump's order for military action in Nigeria, noting the violence is complex and not strictly genocide against Christians, contrasting it with US refusal to provide past aid. Discussion shifts to the overwhelming US military buildup near Venezuela, which might force Maduro's departure by damaging his credibility, possibly via anti-narcotics action. The interview concludes by analyzing the anticlimactic Trump-Xi meeting, attributing the lack of confrontation to Xi Jinping's significantly weakened position due to China's shattered economy and internal power struggles. SHOW 11-4-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT NEW YORK CITY AND LONDON. FIRST HOUR 9-915 Economic Policy and China Trade. Elizabeth Peek discusses the US economy, where Treasury Secretary Bessent asserts that housing is in recession due to high Federal Reserve rates. Peek argues that lower rates are needed to "unstick" the housing market. The Fed, led by Jay Powell, is fixated on inflation, though Peek questions his rationale regarding tariffs and labor demand. The conversation also covers the Trump-Xi meeting, which was anticlimactic, postponing confrontation for a year. Key concessions included China relenting on rare earth exports and American soybean boycotts. 915-930 Economic Policy and China Trade. Elizabeth Peek discusses the US economy, where Treasury . 930-945 The Far Right in Europe and German Rearmament. Judy Dempsey examines the rise of Europe's far right, noting that while they succeed in complaining, they often struggle to govern, exemplified by the AfD's lack of concrete policies. Hungary's Viktor Orbán, though long-ruling, now faces popular pressure. Dempsey highlights Italy's Giorgia Meloni as an exception who has successfully governed by clearly communicating her reform agenda. She confirms that Russia supports destabilizing far-right movements across Europe, particularly hoping for an AfD win. Additionally, Germany's Chancellor Merz is committed to redeveloping the military and infrastructure for NATO defense. 945-1000 The Far Right in Europe and German Rearmament. Judy Dempsey examines the rise of Europe's far right, noting that while they succeed in complaining, they often struggle to govern, exemplified by the AfD's lack of concrete policies. Hungary's Viktor Orbán, though long-ruling, now faces popular pressure. Dempsey highlights Italy's Giorgia Meloni as an exception who has successfully governed by clearly communicating her reform agenda. She confirms that Russia supports destabilizing far-right movements across Europe, particularly hoping for an AfD win. Additionally, Germany's Chancellor Merz is committed to redeveloping the military and infrastructure for NATO defense. SECOND HOUR 10-1015 Venezuela Pressure Campaign and Asian Diplomacy. Mary Kissel analyzes the massive US military buildup near Venezuela, staged from Roosevelt Roads, noting that the Trump administration prioritizes removing Maduro due to national security threats. She emphasizes that the State Department possesses numerous non-military levers, like sanctions and international pressure through the OAS, to induce Maduro's exit without direct intervention. Kissel also characterizes President Trump's diplomatic engagement at ASEAN and APEC as very successful, securing vital commitments on rare earth mining and processing to counter Chinese economic threats in the Pacific. 1015-1030 Venezuela Pressure Campaign and Asian Diplomacy. Mary Kissel analyzes the massive US military buildup near Venezuela, staged from Roosevelt Roads, noting that the Trump administration prioritizes removing Maduro due to national security threats. She emphasizes that the State Department possesses numerous non-military levers, like sanctions and international pressure through the OAS, to induce Maduro's exit without direct intervention. Kissel also characterizes President Trump's diplomatic engagement at ASEAN and APEC as very successful, securing vital commitments on rare earth mining and processing to counter Chinese economic threats in the Pacific. 1030-1045 Hamas Leverage, Gaza Ruin, and Hezbollah Rearmament. Jonathan Schanzer explains that Hamas is stalling hostage releases to maintain leverage, banking on Israel's lack of "strategic patience" for indefinite occupation. He explores the idea of a "Tale of Two Gazas," where Israel controls 53% and Hamas 47%, warning that reconstruction aid is improbable if Hamas remains in power. He highlights growing dangers, including the rearming of Hezbollah by Iran and unexpectedly Turkey, forcing Israel to reconsider the northern front. He adds that the Israeli military is actively engaged in "constant gardening" to address armed gangs in the West Bank. 1045-1100 Hamas Leverage, Gaza Ruin, and Hezbollah Rearmament. Jonathan Schanzer explains that Hamas is stalling hostage releases to maintain leverage, banking on Israel's lack of "strategic patience" for indefinite occupation. He explores the idea of a "Tale of Two Gazas," where Israel controls 53% and Hamas 47%, warning that reconstruction aid is improbable if Hamas remains in power. He highlights growing dangers, including the rearming of Hezbollah by Iran and unexpectedly Turkey, forcing Israel to reconsider the northern front. He adds that the Israeli military is actively engaged in "constant gardening" to address armed gangs in the West Bank. THIRD HOUR 1100-1115 The Rise of Extremist Politics in the US and UK. Joseph Sternberg analyzes the rise of extreme political figures like New York mayoral candidate Zohran Mamdani, warning conservatives that opponents' political mistak 1115-1130 The Rise of Extremist Politics in the US and UK. Joseph Sternberg analyzes the rise of extreme political figures like New York mayoral candidate Zohran Mamdani, warning conservatives that opponents' political mistakes do not guarantee their success, citing the UK's Jeremy Corbyn as a parallel. He notes that frustrated voters seek "sledgehammers" on both the left and right. In the UK, he details how Chancellor Rachel Reeves and the Labour government are suffering plummeting approval due to economic mismanagement, forcing tax hikes and breaking promises, benefiting Nigel Farage's Reform UK party. 1130-1145 Nuclear Testing, Venezuela Buildup, and Gaza Occupation. Colonel Jeff McCausland criticizes Secretary Hegseth's suggestion that resuming nuclear testing would make nuclear war "less likely," noting that the US deterrent is already credible and testing would destabilize adversaries. He highlights the excessive US military buildup near Venezuela, questioning the post-intervention mission, referencing the "Pottery Barn theory." Regarding Gaza, he suggests the potential creation of "two Gazas" leads to an indefinite, burdensome Israeli occupation and creates a breeding ground for future insurgency. 1145-1200 Nuclear Testing, Venezuela Buildup, and Gaza Occupation. Colonel Jeff McCausland criticizes Secretary Hegseth's suggestion that resuming nuclear testing would make nuclear war "less likely," noting that the US deterrent is already credible and testing would destabilize adversaries. He highlights the excessive US military buildup near Venezuela, questioning the post-intervention mission, referencing the "Pottery Barn theory." Regarding Gaza, he suggests the potential creation of "two Gazas" leads to an indefinite, burdensome Israeli occupation and creates a breeding ground for future insurgency. FOURTH HOUR 12-1215 Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley discusses Trump's order for military action in Nige. 1215-1230 Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley discusses Trump's order for military 1230-1245 Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley discusses Trump's order for military action in Nigeria, noting the violence is complex and not strictly genocide against Christians, contrasting it with US refusal to provide past aid. Discussion shifts to the overwhelming US military buildup near Venezuela, which might force Maduro's departure by damaging his credibility, possibly via anti-narcotics action. The interview concludes by analyzing the anticlimactic Trump-Xi meeting, attributing the lack of confrontation to Xi Jinping's significantly weakened position due to China's shattered economy and internal power struggles. 1245-100 AM Nigeria, Venezuela Intervention, and China Power Struggles. Gregory Copley d
Economic Policy and China Trade. Elizabeth Peek discusses the US economy, where Treasury Secretary Bessent asserts that housing is in recession due to high Federal Reserve rates. Peek argues that lower rates are needed to "unstick" the housing market. The Fed, led by Jay Powell, is fixated on inflation, though Peek questions his rationale regarding tariffs and labor demand. The conversation also covers the Trump-Xi meeting, which was anticlimactic, postponing confrontation for a year. Key concessions included China relenting on rare earth exports and American soybean boycotts. GRAND CENTRAL 1890
Economic Policy and China Trade. Elizabeth Peek discusses the US economy, where Treasury Secretary Bessent asserts that housing is in recession due to high Federal Reserve rates. Peek argues that lower rates are needed to "unstick" the housing market. The Fed, led by Jay Powell, is fixated on inflation, though Peek questions his rationale regarding tariffs and labor demand. The conversation also covers the Trump-Xi meeting, which was anticlimactic, postponing confrontation for a year. Key concessions included China relenting on rare earth exports and American soybean boycotts. FIVE POINTS
PREVIEW. Canada-China Trade Talks and EV Security Concerns. Charles Burton discusses Canada-China trade talks (Carney/Xi) post-APEC concerning resuming and enhancing trade. Concerns include China exporting thousands of EVs, potentially overwhelming domestic industries and acting as security threats. Canada hopes China will manufacture EVs locally to offset Canadian auto job losses, but Burton is skeptical of this strategy and considers the Canadian government ill-advised.
In this timely market update, DPA's Luke Stamp joins Farm4Profit to break down the state of the farm equipment marketplace as we move through Fall 2025. Luke opens with a direct comparison to this time last year — sales volume, auction activity, and market strength — then drills into the big-picture factors shaping demand: bankruptcies and liquidations, dealership consolidation, macroeconomic drivers (interest rates and finance availability), and geopolitical influences like trade with China and global instability.Key topics covered:• Year-over-Year Market Snapshot — Did 2025 see more or fewer sales than 2024? Luke shares DPA's internal data, highlights where activity has increased or slowed, and explains the seasonal rhythms buyers and sellers should expect.• Who's Selling & Who's Buying — From operators and custom harvesters to dealerships, auction consignors, and investors — Luke outlines the typical seller and buyer profiles this year and how those groups have shifted.• Dealership Consolidation — Are dealers consolidating inventory and market share? We discuss trends in dealer-to-dealer buying, trade-in flows, and how consolidation changes local market dynamics.• Macro & Policy Influences — How (and whether) Farm Bill chatter, China relations, and the war in Ukraine filter into equipment pricing and buyer confidence. Luke explains which global headlines actually move markets and which mostly create noise.• New Equipment vs. Used Market — What's happening with new equipment demand, lead times, and ordering? Then, how that reverberates into the used market — which models are sought-after and which are being traded in.• Hot Items & Laggards — Specific categories Luke sees strong demand for (e.g., certain sprayer platforms, high-horsepower tractors, specific planter or tillage technology) and what's not moving (older, high-hours, or hard-to-service models). We call out examples like quad-tracks, JD 1000-series, specialty harvest equipment, and where buyer interest is concentrated.• Seller Best Practices — When sellers do well, it's rarely luck. Luke shares tactics that set successful sales apart: timing, pre-sale preparation, clear maintenance records, realistic reserves, and effective marketing.• Advice for Buyers — Luke flips the script with actionable tips: where to find best deals, when to act, and how to evaluate lots to avoid costly surprises.• Winter 2026 Outlook & Predictions — Closing with a forward look, Luke gives his educated read on what the winter market may bring, including expected demand shifts, pricing pressure zones, and what listeners should track between now and spring. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A few more details on the US-China tariffs and lower rates begin on November 10. Listen for more on Two Minutes in Trade
Tune in live every weekday Monday through Friday from 9:00 AM Eastern to 10:15 AM.Buy our NFTJoin our DiscordCheck out our TwitterCheck out our YouTubeDISCLAIMER: The views shared on this show are the hosts' opinions only and should not be taken as financial advice. This content is for entertainment and informational purposes.
Alex Coffey and Sam vadas take a step away from specific stock stories and turn to the macro front on Monday's final takeaways. They talk about the latest developments in the tariff talks between China and the U.S., along with the general A.I. trader masking weakness under the market's surface.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Rusty Halvorson and Sarah Heinrich share some of the week's top stories in farm and ranch news.See omnystudio.com/listener for privacy information.
Adam and Cameron discuss U.S. President Donald Trump's recent visit with Chinese President Xi Jinping and how it could affect the ongoing trade war between the two countries. Also on the show: the Louvre jewel heist. Brought to you by: betterhelp.com/onestooze givewell.org Learn more about your ad choices. Visit megaphone.fm/adchoices
Michael Reinking, Senior Market Strategist at the NYSE, recaps a week where markets hit record highs amid shifting dynamics. A softer CPI print confirmed a Fed rate cut, while tech led gains on surging AI optimism and Nvidia crossing $5T in market cap. Earnings remained strong, driven by massive AI infrastructure investments from hyperscalers. Trade talks delivered a limited U.S.-China truce, easing some uncertainty but leaving tariff challenges ahead. The week ended with mixed reactions to the Fed's cautious tone as investors look toward more earnings and key economic data next week.
Guy Adami and SoFi's Liz Thomas break down the latest market headlines, tackling the fallout from Friday's CPI report, the Federal Reserve's upcoming policy moves, and a dramatic correction in gold prices. They discuss the potential end of quantitative tightening (QT) and what it could signal for market liquidity, as well as key earnings from major tech players and big names in energy and healthcare. With U.S.-China trade talks, volatility in focus, and the all-important seasonality window for stocks opening up, Guy and Liz unpack where investors see the biggest opportunities and risks heading into year-end. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
President Donald Trump and China President Xi Jinping meet this week in South Korea to clinch a trade deal, Qualcomm reached a new all-time high after the company announced new artificial intelligence chips putting it in competition with Nvidia and AMD, As early as next year owners of select GM vehicles will be able to chat with their car via Google Gemini AI
MRKT Matrix - Monday, October 27th S&P 500 rallies 1% to notch first close ever above 6,800 on potential China trade truce (CNBC) Costs to Hedge the $16 Trillion S&P 500 Rally Rise Ahead of Fed (Bloomberg) Trump Considers Fed Chair Selection by Year-End from Slate of Five Finalists (WSJ) Qualcomm Debuts Chip to Rival Nvidia in AI Accelerator Market (Bloomberg) Exclusive: US Department of Energy forms $1 billion supercomputer and AI partnership with AMD (Reuters) Exclusive: Amazon targets as many as 30,000 corporate job cuts, sources say (Reuters) AI isn't taking banking jobs, Goldman Sachs CEO says (Axios) US companies strike $80bn in mergers as Trump boosts dealmaking (FT) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
Ahead of Pres. Trump's meeting with Pres. Xi Jinping this week, investors are reacting to ongoing developments in U.S. and China trade negotiations. With potential delays of U.S. imposing 100% tariffs and a delay of export controls for rare earths out of China, Kevin Green provides his insights on the "optimism" leading to all-time highs in the equity markets. KG examines several rare earth companies with U.S. roots fading on the news out of China, adding that it could be part of a larger rotation out of the high-flying group. KG shines the light on the Mag 7 names reporting earnings this week and the ripple effects from the megacap tech group.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
President Donald Trump and China President Xi Jinping meet this week in South Korea to clinch a trade deal, Qualcomm reached a new all-time high after the company announced new artificial intelligence chips putting it in competition with Nvidia and AMD, As early as next year owners of select GM vehicles will be able to chat with their car via Google Gemini AISee omnystudio.com/listener for privacy information.
Segment 1: Ilyce Glink, owner of Think Glink Media, joins John Williams to talk about the big stock market rally on Friday that continues today, the latest on a possible truce on China trade, the latest on the government shutdown and if their is an end in sight, and the impact of the SNAP program ending on November […]
Meanwhile America's Treasury imposed sanctions on Gustavo Petro, Colombia's president, and his wife and son Hosted on Acast. See acast.com/privacy for more information.
P.M. Edition for Oct. 24. During President Trump's second term, Chinese leader Xi Jinping has adopted a playbook for dealing with the U.S. president that's offered concessions but also hits back harder. WSJ chief China correspondent Lingling Wei discusses how that's played out so far, and what it means for the upcoming meeting between the two leaders. Plus, investors are loving Intel again—its stock has almost doubled this year; the company has announced investments from SoftBank, Nvidia and the U.S. government; and yesterday's earnings report showed momentum. But as WSJ Heard on the Street writer Asa Fitch tells us, that may not be enough to fix the company's troubles. And the Pentagon said it is sending the Navy's most advanced aircraft carrier to the Caribbean, a major escalation of the Trump administration's military campaign in the region. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: New sanctions on Russian oil companies send energy prices higher. And Blackstone reports lighter-than-expected revenue. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ireland's Minister of State for EU Affairs and Defence Thomas Byrne discusses EU plans to impose further sanctions on Russia, plus how the bloc should respond to China's rare earth export curbs. He spoke to Stephen Carroll on "Bloomberg Daybreak Europe" in Brussels.See omnystudio.com/listener for privacy information.
"Not looking to destroy China." That is the message President Trump sent over the weekend as Wall Street ended last week on edge due to growing trade tensions and the President's threat to impose an additional 100% tariff on Chinese imports starting November 1st unless Beijing scraps restrictions on rare minerals. Speaking on "Sunday Morning Futures," the President seemed confident that he and President Xi Jinping could reach a deal when they meet later this month in South Korea. Gary Kaltbaum, the President of Kaltbaum Capital Management and a Fox Business contributor, joins Fox Business' Ed Lawrence to discuss China trade tensions, the ongoing government shutdown, the key earnings reports being released this week, and whether investors are concerned about the AWS outage. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Plus: Strong sales send Apple shares up. And mining company Cleveland-Cliffs explores producing rare earth minerals. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of The Investor Professor Podcast, we dive into the intersection of corporate earnings season and the growing tension between the U.S. and China over rare earth metals. With the S&P 500 up 13% year-to-date, the Dow up 8%, and the NASDAQ up 17%, markets are strong—but volatility looms as tariffs, private credit risks, and leveraged ETFs create ripples. We break down how private equity-driven lending and leverage can magnify both gains and losses, and what that means for everyday investors navigating an increasingly risky market landscape.Then we shift focus to the real story behind rare earth elements—the 17 critical materials powering everything from smartphones to fighter jets. Are they really rare? Not quite, but China's 90–99% control over refining has put the U.S. in a vulnerable position. We unpack how this dominance developed, what it means for American tech and defense industries, and why a strategic reserve for rare earths may be as vital as oil. As always: don't mistake activity for achievement—get your mind right, and let's get to work. *This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.
Since the crypto-friendly Trump administration took over, applications for altcoin ETFs have surged. Over 130 are right now waiting for SEC approval. The government shutdown has appeared to have delayed the approval of a variety of altcoin ETFs, however, there might be some hope.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!GUEST: Zach Pandl, Head of Research, Grayscale InvestmentsGrayscale Crypto ETFs ➜ https://bit.ly/GrayscaleETFs00:00 Intro00:10 Sponsor: Tangem00:45 Shutdown ending this week?02:40 Will SEC accelerate ETF launches?04:00 Is there real demand for altcoin ETFs?06:00 Single asset ETPs vs Bundle products08:30 Regulation sooner than expected?11:00 China Trade deal soon?13:40 Thoughts on Fed payments crypto summit15:45 Stablecoin adoption expectation17:15 Staking ETFs coming soon?19:00 Will we get staking ETPs during a Government Shutdown?20:15 Do ETFs need staking to compete with DATs?22:00 Solana vs XRP ETF: Which will launch with most sucess?23:30 James Seyffart: Solana is becoming an institutional favorite26:40 New highs coming or is crypto done this cycle?28:30 Outro#XRP #Crypto #Ethereum~Crypto ETFs Launching... Even With Government SHUT DOWN?!
"Not looking to destroy China." That is the message President Trump sent over the weekend as Wall Street ended last week on edge due to growing trade tensions and the President's threat to impose an additional 100% tariff on Chinese imports starting November 1st unless Beijing scraps restrictions on rare minerals. Speaking on "Sunday Morning Futures," the President seemed confident that he and President Xi Jinping could reach a deal when they meet later this month in South Korea. Gary Kaltbaum, the President of Kaltbaum Capital Management and a Fox Business contributor, joins Fox Business' Ed Lawrence to discuss China trade tensions, the ongoing government shutdown, the key earnings reports being released this week, and whether investors are concerned about the AWS outage. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Plus: American Express posted higher than expected gains. And Novo Nordisk shares drop after President Trump suggests a lower price for its weight loss drug. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
What it means that the Department of War just revoked the press credentials for more than 100 media outlets. Why the China trade crisis is a self-imposed Cuban Missile Crisis that could nuke the global economy (China has predictable control of critical minerals). Trump's covert action authorization against Venezuela is part of Monroe Doctrine 2.0. Why the criminal charges against Ashley Tellis signal a more perilous age for foreign policy analysts. And what Gaza ceasefire does and does not mean. And why everyone but Matt looks forward to pumpkin-spice latte season. Subscribe to the Un-Diplomatic Newsletter: https://www.un-diplomatic.com/ Watch Un-Diplomatic Podcast on YouTube: https://www.youtube.com/@un-diplomaticpodcast Catch Un-Diplomatic on Twitch: https://www.twitch.tv/undiplomaticpodcast Disclaimer: The views expressed are those of the individuals and not of any institutions.
Sandra Swirski reflects on this week's "rocky start" on U.S. and China trade relations, noting a cooling in President Trump's tone as the week progressed. She says "all of this tit-for-tat is not helping at all." Sandra breaks down Pres. Trump's "Art of the Deal" negotiation tactics and how it applies to the global, macro trade between 2 large economies. She discusses the rare earth trade and China's dominant position in that industry. Later, Sandra provides her perspective on the Trump/Xi meeting that has been talked about for months.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Frank Holland and the Investment Committee debate China Trade Tensions and what it means for the market and your money. Plus, the desk discuss the AI sector and whether it's in a bubble. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Phillip Wool believes China can stomach more hits from tariffs than the U.S. can. He adds that Chinese markets and its surrounding regions will continue to accelerate, as long as its economy doesn't show substantial slowing. Henry Greene adds to the sentiment by explaining how international investors are funneling money into Hong Kong. However, he expects tariff volatility will complicate the growth picture.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
China and U.S. trade tensions have continued into a 2nd straight week, with President Trump threatening a cooking oil embargo. Kevin Green joins Diane King Hall to make sense of the latest tensions taking shape, and what it means for market volatility in general. On the earnings front, KG sees some tailwinds for ASML (ASML), particularly for its smartphone and AI business segments. Meanwhile, Morgan Stanley (MS) topped 3Q estimates by a wide margin, with investment banking growing at an exponential rate. KG says it continues to build on a strong week for the financials group as a whole. For today's session, he's watching 6725 to the upside for the S&P 500 (SPX) with 6640 acting as a potential downside level to monitor.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Thierry Wizman thinks the market is clinging to hopes of a U.S./China trade de-escalation by the end of the year. He talks about the possibility of a meeting between Presidents Trump and Xi; however, more than just trade, the U.S. and China are also in the middle of a maritime power struggle. Thierry expects more posturing and volatility ahead in the coming weeks.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Aaron McIntire breaks down President Trump's pivotal trip to Israel for a historic hostage transfer, potentially marking a Berlin Wall moment in the Hamas-Israel conflict. China backtracks on aggressive trade moves after Trump's tariff threats, and the government shutdown takes center stage as JD Vance calls out media distractions. Plus, updates on a tragic Tennessee explosion, border security shifts, and a surprising Antifa narrative push from the left. Trump, Israel, Hamas, China trade, government shutdown, JD Vance, border security, Antifa, Tennessee explosion, Dominion Voting Systems
Stocks bouncing back after Friday's sharp sell-off. How President Trump mitigated investor fears over China Trade, and the sectors leading the charge in today's rally. Plus Earnings season on deck, and big banks are kicking things off. What a top bank analyst sees in store for the group ahead of tomorrow's reports, and how the financials will stack up when the numbers cross the wires.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Plus: Broadcom strikes a deal with OpenAI. And Beyond Meat plunges after announcing it will offer new shares. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks surged and rebounding from Friday's sell off after President Donald Trump said trade relations with China “will all be fine,” EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors
OpenAI reinforces its AI moat with a Broadcom deal. What's next in America's trade war with China after Pres. Trump threatened new tariffs. Plus, Melius calls Tesla a “must-own” stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Steve Yates of Heritage Foundation WITH GORDON CHANG discussed concerns that Trump might pause Taiwan weapons sales for a Chinatrade deal. He warned against tactical concessions, noting Xi Jinping's historically broken promises regarding militarization. 1925 TAIPEI
CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN TAIWAN FRETTING IT IS ABOUT TO BE ABANDONED...... 9-24-25 FIRST HOUR 9-915 Steve Yates of Heritage Foundation discussed concerns that Trump might pause Taiwan weapons sales for a Chinatrade deal. He warned against tactical concessions, noting Xi Jinping's historically broken promises regarding militarization. 915-930 Rebecca Grant of Lexington Institute explained China uses gray zone harassment strategy. The US counters by establishing agile defense "nodes" and adapting Army and Marine Corps doctrine to operate from small terrain features. 930-945 Charles Burton criticized Canadian Prime Minister Mark Carney's focus on economic engagement with China. He called Chinese EVs "spy machines on wheels" and noted high youth unemployment drives young people to remote rural areas. 945-1000 Charles Burton criticized Canadian Prime Minister Mark Carney's focus on economic engagement with China. He called Chinese EVs "spy machines on wheels" and noted high youth unemployment drives young people to remote rural areas. SECOND HOUR 10-1015 Andrew McCarthy and Thaddeus McCotter debate Trump's Venezuelan boat strikes. McCarthy questions whether drug boats equal naval attacks, noting drug trafficking is historically a felony, not war. McCotter highlights Congress's desire to avoid difficult votes. 1015-1030 Andrew McCarthy and Thaddeus McCotter debate Trump's Venezuelan boat strikes. McCarthy questions whether drug boats equal naval attacks, noting drug trafficking is historically a felony, not war. McCotter highlights Congress's desire to avoid difficult votes. 1030-1045 Kevin Frazier testified that Congress needs a national vision to manage data center infrastructure and mitigate local impacts. He stressed vulnerable undersea cables are neglected and urged academics to prioritize teaching and public-oriented research. 1045-1100 Kevin Frazier testified that Congress needs a national vision to manage data center infrastructure and mitigate local impacts. He stressed vulnerable undersea cables are neglected and urged academics to prioritize teaching and public-oriented research. THIRD HOUR 1100-1115 Scott McGill and Susannah Wright rendered Virgil's Aeneid in English iambic pentameter, noting Virgil's sympathy for opponents like Dido. The epic converses with Homer and shows Aeneas's restrained emotion. 1115-1130 Scott McGill and Susannah Wright rendered Virgil's Aeneid in English iambic pentameter, noting Virgil's sympathy for opponents like Dido. The epic converses with Homer and shows Aeneas's restrained emotion. 1130-1145 Scott McGill and Susannah Wright rendered Virgil's Aeneid in English iambic pentameter, noting Virgil's sympathy for opponents like Dido. The epic converses with Homer and shows Aeneas's restrained emotion. 1145-1200 Scott McGill and Susannah Wright rendered Virgil's Aeneid in English iambic pentameter, noting Virgil's sympathy for opponents like Dido. The epic converses with Homer and shows Aeneas's restrained emotion. FOURTH HOUR 12-1215 Simon Constable noted strong year-over-year price increases for aluminum, copper, iron, and steel. He highlighted that 99% of US West Coast seafood samples contained microplastics, calling the situation frightening. 1215-1230 Simon Constable noted strong year-over-year price increases for aluminum, copper, iron, and steel. He highlighted that 99% of US West Coast seafood samples contained microplastics, calling the situation frightening. 1230-1245 Bob Zimmerman reports the FAA approved SpaceX's Starship recovery at Boca Chica. Zimmerman criticized the proposed US Spaceport Act as a $10 million political slush fund that increases red tape. 1245-100 AM Bob Zimmerman reports the FAA approved SpaceX's Starship recovery at Boca Chica. Zimmerman criticized the proposed US Spaceport Act as a $10 million political slush fund that increases red tape.
Plus: China says Nvidia violated their antitrust law. And Tesla shares jump after Elon Musk makes $1 billion stock purchase. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Chief Asia Economist Chetan Ahya discusses how the evolving trade relationship between India and China could redefine global supply chains and unlock new investment opportunities.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan Stanley's Chief Asia Economist. Today – one of the most important economic relationships of our time: India and China. And what the future may hold. It's Thursday, September 11th at 2 pm in Hong Kong.Trade dynamics between India and China are evolving rapidly. They are not just shaping their own futures. They are influencing global supply chains and investment flows. India's trade with China has nearly doubled in the last decade. India's bilateral trade deficit with China is its largest—currently at U.S. $120 billion. On the flip side, China's trade surplus with India is the biggest among all Asian economies. We expect this trade relationship to deepen given economic imperatives. India needs support on tech know-how, capital goods and critical inputs; and China needs to capitalize on growth opportunities in the second largest and fastest growing EM. Let's explore these issues in turn. India needs to integrate itself into the global value chain. And to do that, India needs Foreign Direct Investment from China, much like how China's rise was fueled by Foreign Direct Investment from the U.S., Europe, Japan, and Korea, which brought the technology and expertise. For India, easing restrictions on Chinese FDI could be a game-changer, enabling the transfer of tech know-how and boosting manufacturing competitiveness. Now, China is the world's manufacturing powerhouse. It accounts for more than 40 percent of the global value chain—far ahead of the U.S. at 13 percent and India at just 4 percent. The global goods trade is increasingly focused on products higher up the value chain—think semiconductors, EVs, EV batteries, and solar panels. And China is the top global exporter in six of eight key manufacturing sectors. To put it quite simply, any economy that is looking to increase its participation in global value chains will have to increase its trade with China. For India, this means that it must rely on Chinese imports to meet its increasing demand for capital goods as well as critical inputs that are necessary for its industrialization. In fact, this is already happening. More than half of India's imports from China and Hong Kong are capital goods—i.e. machinery and equipment needed for manufacturing and infrastructure investment. Industrial supplies make [up] another third of the imports, highlighting India's dependence on China for critical inputs. From China's perspective, India is the second largest and fastest-growing emerging market. And with U.S.-China trade tensions persisting, China is diversifying its exports markets, and India represents a significant opportunity. One way Chinese companies can capture this growth opportunity is to invest in and serve the domestic market. Chinese mobile phone companies have already been doing this and whether this can broaden to other sectors will depend on the opening up of India's markets. To sum up, India can leverage on China's strengths in manufacturing and technology while China can utilize India's vast market for exports and investment.However, there's a caveat: geopolitics. While economic imperatives point to deeper trade and investment ties, political developments could slow progress. Investors should watch this space closely and we will keep you updated on key developments. Thanks 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 colleague today.
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