POPULARITY
Categories
Sep 16, 2025 – Learn why a non-recessionary growth slowdown might fuel an ongoing bullish surge in stocks, gold, and crypto. Senior Analyst Mike Singleton of Invictus Research speaks with FS Insider today about emerging tariff-induced...
In this episode, we tackle disputes, arbitration, and the challenges of navigating a fractious commodities world. Energy and natural resources have always sat at the heart of international transactions and, in today's more volatile climate, disputes are arising more frequently. What happens in international contract disputes? What is international arbitration? And how can companies best mitigate the risks upfront? What are the most effective strategies for handling disputes and arbitrations once you are in them?Our guest is Alex de Gramont, Partner and Head of International Disputes at Womble Bond Dickinson, an international law firm with a strong focus on energy and natural resources. For more on Enco Insights and their expert witness offering, please visit: https://www.encoinsights.com/HC Commodities Podcast Live Event: Rivers of Money Book LaunchOn October 1, HC Group will welcome Colin Bryce and Adi Imsirovic, authors of The Rivers of Money, to our London office for an evening of networking, drinks, and a special live recording of the HC Commodities Podcast. Tickets are free, but spaces are limited. Register here: https://www.eventcreate.com/e/rivers-of-money-event
Where should investors turn when markets get volatile?Seasoned commodities and mining investor, and CEO of Feneck Consulting Group, John Feneck, shares his outlook on gold, silver, and other commodities. He explains why gold's bull run has staying power, why silver still has massive upside, and how geopolitical events and Fed moves could shape the months ahead. Feneck also points to specific mining stocks he believes are undervalued and poised for growth.Learn more about Feneck Consulting Group: https://www.feneckconsulting.comWatch the full YouTube interview here: https://youtu.be/U--pPcI02XwAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Markets are heating up with massive headlines, and today's video covers the biggest movers you need to know about. From Tesla's billion-dollar insider buy to Opendoor's explosive short squeeze and Nvidia's multibillion-dollar AI contract, we're diving deep into what these moves mean and how they connect to the broader market. Along the way, we'll look at commodities, sector trends, and the trading plan for the day, so you know exactly where to focus.The excitement is everywhere right now. The Dow, S&P, and Nasdaq are all pushing higher, gold is exploding past levels most didn't think possible, silver is surging, and oil and natural gas are climbing too. Everywhere you look, assets are breaking out. But the big question is whether this rally is sustainable—or if it's just another setup for a reversal.Here's what you'll learn in this video:➡️ Tesla's $1B insider buy: Elon Musk just bought 2.5 million shares of Tesla, signaling massive confidence. We break down what this means for the stock's trend, order block resistance, and whether that $700 price target is realistic.➡️ Opendoor short squeeze: The stock has skyrocketed over 50% in days, but history suggests these parabolic moves rarely last. Learn the 50/80 rule, why meme-stock momentum is dangerous, and how to protect yourself from giving back gains.➡️ Nvidia's $6.3B AI contract: Nvidia just signed a huge deal with CoreWeave that could reshape demand for AI infrastructure. But order blocks and technical signals show caution may still be needed in the short term.➡️ Commodity surge: Gold, silver, oil, and natural gas are all climbing fast. We'll cover what's driving the breakout and how these moves tie back into inflation, rate cut expectations, and market psychology.➡️ Breadth warning signs: Even as the S&P hits new highs, market breadth is flashing red. Fewer stocks are participating in the rally, creating dangerous divergences that could signal a pullback.➡️ Sector rotation: The only bullish sector right now is utilities, a classic “safety trade.” Learn why that shift is a warning sign for risk assets.➡️ Today's trading plan: With OVTLYR's Nine showing mixed signals, the smart move may be to sit in cash and wait for better setups. Discipline and patience are the edge.The key takeaway is that even in a market full of excitement, discipline matters more than hype. Tesla may be breaking headlines, Opendoor may be trending on Reddit, and Nvidia may be winning billion-dollar contracts, but if breadth is weak and only defensive sectors are leading, risk is higher than it looks. That's where following structured rules and tools like OVTLYR can keep you ahead of the curve.If you want to trade smarter, not harder, this breakdown will help you cut through the noise and focus on the signals that actually matter.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today
- Naomi Blohm, TotalFarmMarketing.com- Indiana Cash Rents and Land Values- SFarmMarketing.com Ag Energies with Dave Chatterton- Don Day, DayWeather.com ★ Support this podcast ★
Academic view on the challenges facing Arkansas farmers with low commodity prices and higher inputs with Dr. Ryan Loy, University of Arkansas.
DSD 6.9 | Surplus calves are a perishable commodity This robust beef market is having a direct impact on the bottom line of dairy calf buyers and possesses the ability to radically impact dairymen's bottom line long term through low all milk prices. This month we talk to researcher Dr. Sam Locke from The Ohio State University about a survey launched to help better understand the workings of the current calf buyers, jockeys and marketers. All sectors of this parallel and complementary production stream must work together for the dairy industry to generate a stronger, longer - lasting foothold in the beef industry. If done well through this opportunity, the dairy surplus calf market will establish a foothold in the beef supply chain. Listen in to hear insightful quotes from these Midwest calf buyers to help maximize your operation's innate revenue stream. Topics of discussion 1:06 Paper Title: Understanding 1:40 Introduction of Dr. Sam Locke 2:39 Description of research participants who were being interviewed 3:42 Description of operations 5:07 What are surplus calves 6:09 Percent of Beef on Dairy vs. Holstein calves 7:10 Date of survey / market effect on responses 8:12 Themes of responses 9:36 Number one issue: Long distance transporting 11:31 Gathering calves – the route 12:42 Policies around calf transport in Canada 14:56 Premiums for ideal serum values 16:28 Expert advice needed 18:52 Opinions on vertical integration 21:33 Long term contributions to the beef industry going forward 22:39 Health challenges – consider vaccination 23:54 What do you want “boots on the ground” dairymen to learn from this project? 24:52 Budget impacts Featured Article: Understanding challenges and strengths in the post–dairy farm surplus calf value chain: An interview study #2xAg2030; #journalofdairyscience; #openaccess; #MODAIRY; #bullcalves; #beefondairy; #surpluscalves; #growers; #Calfjockey; #dairysciencedigest; #ReaganBluel
As we head towards the end of the year, financial markets are caught between fading growth and expectations regarding monetary policy. How should investors navigate financial markets in the final months of 2025, and where do we see the sweet spots?In this episode of the Beyond Markets podcast, Christian Gattiker, Julius Baer's Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko about the macroeconomic developments since Liberation Day, what they expect from the Fed and the ECB for the rest of the year, and the current global opportunities for investors, particularly, but not only, in the equity and fixed income space.(00:32) - Introduction of topic and speakers (01:12) - Macroeconomic developments since Liberation Day (02:10) - Asia's macroeconomic picture (05:05) - Year-end headline research calls (05:39) - Developed-market equity preferences (06:09) - Breaking away from the ‘US only' mindset (06:42) - Emerging market equity sweet spots (08:26) - Where to find value in fixed income (09:10) - Commodities outlook (11:06) - US dollar set to weaken? (11:46) - Dealing with tariff news (12:45) - Summary and closing remarks Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
The hash power wars are heating up—and $NAT might just become Bitcoin's first trillion-dollar commodity. We break down why the SEC's surprising crypto-friendly shift could supercharge Ethereum treasuries, why Trump is suddenly shilling Bitcoin, and how hash power economics could redefine BTC's value layer. We dive into how $NAT aligns with Bitcoin's long-term security budget, why ETH treasuries are a multi-year asymmetric bet, Michael Saylor's unfair advantage and what ETH projects must learn, the real implications of stablecoin dominance and global adoption, and the macro triggers like rate cuts, unemployment, and the next BTC all-time high. If you're here for memes, market structure, and the kind of alpha you can't get from CNBC, you're in the right place. Topics: First up, $NAT might just become Bitcoin's first trillion-dollar commodity Next, break down why the SEC's surprising crypto-friendly shift could supercharge Ethereum treasuries. and Finally, dive into the macro triggers like rate cuts, unemployment, and the next BTC all-time high Please like and subscribe on your favorite podcasting app! Sign up for a free newsletter: www.theblockrunner.com Follow us on: Youtube: https://bit.ly/TBlkRnnrYouTube Twitter: bit.ly/TBR-Twitter Telegram: bit.ly/TBR-Telegram Discord: bit.ly/TBR-Discord
Jason W. Moore discusses the problematic history of the nature-society divide, his alternative world-ecology approach and the challenges of building socialism. Shownotes Jason's personal website: https://jasonwmoore.com/ Jason at Binghamtom University: https://www.binghamton.edu/sociology/faculty/profile.html?id=jwmoore The World-Ecology Research Collective: https://worldecologynetwork.wordpress.com/ https://www.researchgate.net/lab/World-Ecology-Research-Collective-Jason-W-Moore Moore, J. W., & Patel, R. (2020). A History of the World in Seven Cheap Things. A Guide to Capitalism, Nature, and the Future of the Planet. Verso. https://www.versobooks.com/products/817-a-history-of-the-world-in-seven-cheap-things Moore, J. W. (2015). Capitalism in the Web of Life. Ecology and the Accumulation of Capital. Verso. https://www.versobooks.com/products/74-capitalism-in-the-web-of-life for an overview of different approaches to conceptualizing society/capitalism and nature: https://www.historicalmaterialism.org/ecology-marxism-andreas-malm/ on Andreas Malm: https://en.wikipedia.org/wiki/Andreas_Malm Malm, A. (2018). The Progress of this Storm. Nature and Society in a Warming World. Verso. https://www.versobooks.com/products/574-the-progress-of-this-storm Malm, A. (2016). Fossil Capital. The Rise of Steam Power and the Roots of Global Warming. Verso. https://www.versobooks.com/products/135-fossil-capital Federici, S. (2004). Caliban and the Witch. Autonomedia. https://files.libcom.org/files/Caliban%20and%20the%20Witch.pdf on Ernst Haeckel: https://en.wikipedia.org/wiki/Ernst_Haeckel see also the chapter on Haeckel and the German Monist League in: Gasman, D. (2017). The scientific Origins of National Socialism. Routledge. https://www.taylorfrancis.com/books/mono/10.4324/9781315134789/scientific-origins-national-socialism-daniel-gasman on Actor-Network Theory: https://en.wikipedia.org/wiki/Actor%E2%80%93network_theory on Bruno Latour: https://en.wikipedia.org/wiki/Bruno_Latour on John Bellamy Foster: https://en.wikipedia.org/wiki/John_Bellamy_Foster Bellamy, J. F. (2000) Marx's Ecology. Materialism and Nature. Monthly Review Press. https://ia904504.us.archive.org/9/items/526394/John%20Bellamy%20Foster.%20Marx%27s%20Ecology..pdf on Kohei Saito: https://en.wikipedia.org/wiki/Kohei_Saito on Pietro Verri: https://en.wikipedia.org/wiki/Pietro_Verri Marx, K. (1976). Capital. A Critique of Political Economy. Volume One. Penguin. https://www.surplusvalue.org.au/Marxism/Capital%20-%20Vol.%201%20Penguin.pdf Marx's Theses on Feuerbach: https://www.marxists.org/archive/marx/works/1845/theses/theses.htm Marx's Economic and Philosophic Manuscripts of 1844: https://www.marxists.org/archive/marx/works/1844/manuscripts/preface.htm Marx's and Engel's German Ideology: https://www.marxists.org/archive/marx/works/1845/german-ideology/ Marx's Capital Vol. 3.: https://www.marxists.org/archive/marx/works/1894-c3/ Marx's On The Jewish Question: https://www.marxists.org/archive/marx/works/1844/jewish-question/ on Alfred Sohn-Rethel: https://en.wikipedia.org/wiki/Alfred_Sohn-Rethel Machado, C. & Miguel, N. (2013). The Money of the Mind and the God of Commodities. The real abstraction according to Sohn-Rethel. https://mpra.ub.uni-muenchen.de/48961/1/MPRA_paper_48961.pdf on Donna Haraway: https://en.wikipedia.org/wiki/Donna_Haraway on the “Special Period” in Cuba: https://en.wikipedia.org/wiki/Special_Period on James Lovelock: https://en.wikipedia.org/wiki/James_Lovelock Lovelock, J. (1979). Gaia. A New Look at Life on Earth. Oxford University Press. https://global.oup.com/academic/product/gaia-9780198784883?cc=de&lang=en on “Social metabolism”: https://en.wikipedia.org/wiki/Social_metabolism on Raymond Williams: https://en.wikipedia.org/wiki/Raymond_Williams Smele, J. D. (2016). The ‘Russian' Civil Wars, 1916-1926. Ten Years that Shook the World. Hurst. https://www.hurstpublishers.com/book/the-russian-civil-wars-1916-1926/ Engel-Di Mauro, S. (2021). Socialist States and the Environment. Lessons for Eco-Socialist Futures. Pluto Press. https://www.plutobooks.com/9780745340418/socialist-states-and-the-environment/ Amin, S. (1990). Delinking. Towards a Polycentric World. Zed Books. https://www.bloomsbury.com/uk/delinking-9780862328030/ on material and energy flow accounting: see the chapter on that topic in: Bartelmus, P. (2008). Quantitative Eco-nomics. How sustainable are our economies. Springer. https://link.springer.com/book/10.1007/978-1-4020-6966-6 Zeug, W. (2025). INDEP talk with Walther Zeug: Democratic Economic Planning through Cybernetics & Holistic Accounting. https://youtu.be/I4_8_lDfwEw?si=J-kdRzjIehZqPgs0 Kula, W. (2016). Measures and Men. Princeton University Press. https://press.princeton.edu/books/hardcover/9780691639079/measures-and-men Echterhölter, A. M. (2019). Quantification as Conflict. Witold Kula's Political Metrology and Its Reception in the West . Historyka : studia metodologiczne, 49, 117-141 . Article 9. https://journals.pan.pl/Content/114031/PDF/7%20ECHTERH%C3%96LTER.pdf on Max Weber: https://en.wikipedia.org/wiki/Max_Weber on Double-entry bookkeeping: https://en.wikipedia.org/wiki/Double-entry_bookkeeping on “proletarian science”: Moore, J.W. (2025). Nature and other dangerous words: Marx, method and the proletarian standpoint in the web of life. Dialectical Anthropology. 49, 149–167. https://link.springer.com/article/10.1007/s10624-025-09775-x on Ecosystem services: https://en.wikipedia.org/wiki/Ecosystem_service on the “Ecological footprint” concept: https://en.wikipedia.org/wiki/Ecological_footprint on Thomas Müntzer: https://en.wikipedia.org/wiki/Thomas_M%C3%BCntzer on the Royal Botanic Gardens/Kew Gardens: https://de.wikipedia.org/wiki/Royal_Botanic_Gardens_(Kew) on the Stakhanovite movement: https://en.wikipedia.org/wiki/Stakhanovite_movement on Cybernetics: https://en.wikipedia.org/wiki/Cybernetics on Earth systems science: https://en.wikipedia.org/wiki/Earth_system_science Selcer, P. (2018). The Postwar Origins of the Global Environment. How the United Nations Built Spaceship Earth. Columbia University Press. https://cup.columbia.edu/book/the-postwar-origins-of-the-global-environment/9780231166485/ Medina, E. (2014). Cybernetic Revolutionaries. Technology and Politics in Allende's Chile. MIT Press. https://uberty.org/wp-content/uploads/2015/10/Eden_Medina_Cybernetic_Revolutionaries.pdf on Cybernetics in the Soviet Union: https://en.wikipedia.org/wiki/Cybernetics_in_the_Soviet_Union on the Transitional demand: https://en.wikipedia.org/wiki/Transitional_demand see also: Trotsky's The Transitional Program: https://www.marxists.org/archive/trotsky/1938/tp/ on the Green New Deal: https://en.wikipedia.org/wiki/Green_New_Deal on the European Green Deal: https://en.wikipedia.org/wiki/European_Green_Deal on Geoengineering: https://en.wikipedia.org/wiki/Geoengineering on Johan Rockström: https://en.wikipedia.org/wiki/Johan_Rockstr%C3%B6m on Planetary boundaries: https://www.stockholmresilience.org/research/planetary-boundaries.html Klein, N. (2015). This Changes Everything. Capitalism vs. the Climate. Penguin. https://thischangeseverything.org/book/ Kushi, S., & Toft, M. D. (2022). Introducing the Military Intervention Project: A New Dataset on US Military Interventions, 1776–2019. Journal of Conflict Resolution, 67(4), 752-779. https://journals.sagepub.com/doi/10.1177/00220027221117546 on Allen Dulles: https://en.wikipedia.org/wiki/Allen_Dulles on Reinhard Gehlen: https://en.wikipedia.org/wiki/Reinhard_Gehlen Talbot, D. (2016). The Devil's Chessboard. Allen Dulles, the CIA, and the Rise of America's Secret Government. Harper Collins. https://www.harpercollins.com/products/the-devils-chessboard-david-talbot?variant=32207669559330 on the concept of the Deep State: Scott, P. D. (1996). Deep Politics and the Death of JFK. University of California Press. https://www.ucpress.edu/books/deep-politics-and-the-death-of-jfk/paper Scott, P. D. (2017). The American Deep State. Big Money, Big Oil, and the Struggle for U.S. Democracy. Rowman & Littlefield. https://archive.org/details/americandeepstat0000scot/page/n5/mode/2up Good, A. (2022). American Exception. Empire and the Deep State. Skyhorse Publishing. https://www.skyhorsepublishing.com/9781510769144/american-exception/ on the origin of the concept: https://en.wikipedia.org/wiki/Deep_state_in_Turkey https://en.wikipedia.org/wiki/Susurluk_car_crash recently released files relating to the assassination of JFK on the website of the National Archives and Records Administration (NARA): https://www.archives.gov/research/jfk/release-2025 on the current state of knowledge on the Nord Stream Pipeline Explosion: https://www.reuters.com/world/europe/what-is-known-about-nord-stream-gas-pipeline-explosions-2025-08-21/ on the Nord Stream Pipeline Explosion releasing massive Amounts of Methane: https://youtu.be/7KBsf7bX9Nc?si=tDIxlFFF2ThO6Aeb on Systems Dynamics: https://en.wikipedia.org/wiki/System_dynamics the ‘Limits to Growth' Report, commissioned by the Club of Rome: https://www.clubofrome.org/publication/the-limits-to-growth/ the Club of Rome: https://www.clubofrome.org/ on Jay Wright Forrester: https://en.wikipedia.org/wiki/Jay_Wright_Forrester on the concept of the Anthropocene: https://en.wikipedia.org/wiki/Anthropocene on James C. Scott: https://en.wikipedia.org/wiki/James_C._Scott Mies, M. & Bennholdt-Thomsen, V. (1999). The Subsistence Perspective. Beyond the Globalised Economy. Zed Books. https://www.bloomsbury.com/us/subsistence-perspective-9781856497763/ on the New Economic Policy (NEP): https://en.wikipedia.org/wiki/New_Economic_Policy on the Belt and Road Initiative: https://en.wikipedia.org/wiki/Belt_and_Road_Initiative Nachmani, A. (1990). Civil War and Foreign Intervention in Greece: 1946-49. Journal of Contemporary History, 25(4), 489–522. https://www.jstor.org/stable/260759 on the “Soft Coup against the Wilson Labour Government”: https://www.declassifieduk.org/a-possible-coup-against-the-labour-government/ https://www.mi5.gov.uk/history/the-cold-war/the-wilson-plot https://www.theguardian.com/commentisfree/2006/mar/15/comment.labour1 on the actions of the US against North Korea in the Korean War: https://en.wikipedia.org/wiki/War_crimes_in_the_Korean_War https://en.wikipedia.org/wiki/Bombing_of_North_Korea https://en.wikipedia.org/wiki/Allegations_of_biological_warfare_in_the_Korean_War on the Cultural Revolution: https://en.wikipedia.org/wiki/Cultural_Revolution on Mao's concept of the Mass Line: https://www.marxists.org/reference/archive/mao/works/red-book/ch11.htm on Jung's concept of the Collective unconscious: https://en.wikipedia.org/wiki/Collective_unconscious on (Neo-)Malthusianism: https://en.wikipedia.org/wiki/Malthusianism Ehrlich, P. R. (1971). The Population Bomb. Ballantine Books. http://pinguet.free.fr/ehrlich68.pdf Tainter, J. A. (1988). The Collapse of Complex Societies. Cambridge University Press. https://www.sustainable.soltechdesigns.com/Joseph-A-Tainter-The-collapse-of-complex-societies.pdf on Millenarianism: https://en.wikipedia.org/wiki/Millenarianism Enzensberger, H. M. (1978). Two Notes on the End of the World. New Left Review. I/110. https://newleftreview.org/issues/i110/articles/hans-magnus-enzensberger-two-notes-on-the-end-of-the-world Hansen, J. (2010). Storms of my Grandchildren. The Truth about the Coming Climate Catastrophe and Our Last Chance to Save Humanity. Bloomsbury. https://www.bloomsbury.com/in/storms-of-my-grandchildren-9781408807460/ Sweezy, P.M. (1990). Monopoly Capitalism. In: Eatwell, J., Milgate, M., Newman, P. (eds) Marxian Economics. Palgrave Macmillan. https://link.springer.com/chapter/10.1007/978-1-349-20572-1_44 on Technofeudalism: Varoufakis, Y. (2024). Technofeudalism. What Killed Capitalism. Penguin. https://www.penguin.co.uk/books/451795/technofeudalism-by-varoufakis-yanis/9781529926095 Durand, C. (2024). How Silicon Valley Unleashed Techno-feudalism. The Making of the Digital Economy. Verso. https://www.versobooks.com/products/2790-how-silicon-valley-unleashed-techno-feudalism Culture, Power and Politics Podcast episode on the debate around the concept “Technofeudalism”: https://culturepowerpolitics.org/2025/07/04/is-capitalism-over-the-technofeudalism-debate/ Conservation International: https://www.conservation.org/ Earth League International: https://earthleagueinternational.org/ Rockström, J. et al. (2024). The Planetary Commons. A new Paradigm for Safeguarding Earth-regulating Systems in the Anthropocene. Proceedings of the National Academy of Sciences of the United States of America. https://www.pnas.org/doi/10.1073/pnas.2301531121 the Trilateral Commission: https://www.trilateral.org/ the Earth Commission: https://earthcommission.org/ Johan Rockström's interview in the Guardian: https://www.theguardian.com/environment/2021/may/29/johan-rockstrom-interview-breaking-boundaries-attenborough-biden Future Histories Episodes on Related Topics S3E44 | Anna Kornbluh on Climate Counteraesthetics https://www.futurehistories.today/episoden-blog/s03/e44-anna-kornbluh-on-climate-counteraesthetics/ S03E33 | Tadzio Müller zu solidarischem Preppen im Kollaps https://www.futurehistories.today/episoden-blog/s03/e33-tadzio-mueller-zu-solidarischem-preppen-im-kollaps/ S03E30 | Matt Huber & Kohei Saito on Growth, Progress and Left Imaginaries https://www.futurehistories.today/episoden-blog/s03/e30-matt-huber-kohei-saito-on-growth-progress-and-left-imaginaries/ S03E23 | Andreas Malm on Overshooting into Climate Breakdown https://www.futurehistories.today/episoden-blog/s03/e23-andreas-malm-on-overshooting-into-climate-breakdown/ S03E19 | Wendy Brown on Socialist Governmentality https://www.futurehistories.today/episoden-blog/s03/e19-wendy-brown-on-socialist-governmentality/ --- If you are interested in democratic economic planning, these resources might be of help: Democratic planning – an information website https://www.democratic-planning.com/ Sorg, C. & Groos, J. (eds.)(2025). Rethinking Economic Planning. Competition & Change Special Issue Volume 29 Issue 1. https://journals.sagepub.com/toc/ccha/29/1 Groos, J. & Sorg, C. (2025). Creative Construction - Democratic Planning in the 21st Century and Beyond. Bristol University Press. [for a review copy, please contact: amber.lanfranchi[at]bristol.ac.uk] https://bristoluniversitypress.co.uk/creative-construction International Network for Democratic Economic Planning https://www.indep.network/ Democratic Planning Research Platform: https://www.planningresearch.net/ --- Future Histories Contact & Support If you like Future Histories, please consider supporting us on Patreon: https://www.patreon.com/join/FutureHistories Contact: office@futurehistories.today Twitter: https://twitter.com/FutureHpodcast Instagram: https://www.instagram.com/futurehpodcast/ Mastodon: https://mstdn.social/@FutureHistories English webpage: https://futurehistories-international.com Episode Keywords #JasonWMoore, #JanGroos, #Interview, #FutureHistories, #FutureHistoriesInternational, #futurehistoriesinternational, #DemocraticPlanning, #DemocraticEconomicPlanning, #PoliticalEconomy, #History, #Revolution, #Revolutions, #Ecology, #Environmental, #Colonialism, #Imperialism, #Capitalism, #Economics, #DeepState, #WorldEcology, #NatureSocietyDivide, #KarlMarx, #Socialism, #Cybernetics
Sep 12, 2025 – Curious about the current state of the markets, global money supply, and what could be next for the US dollar, gold, and silver? In this in-depth interview, Financial Sense Wealth Management's CIO, Chris Puplava, breaks down...
Abby and Patrick welcome Valerie Steele, Director and Chief Curator of the Museum at the Fashion Institute of Technology in New York, to discuss her new book, Dress, Dreams, and Desire: Fashion and Psychoanalysis, and the exhibition of the same name that opened this week. What does “fashion” mean, and why are so many psychoanalysts and cultural gatekeepers so resistant to think about the topic critically? How do society's codes of dress reflect logics of identity, especially when it comes to gender, and how are those norms policed – and subverted? How does clothing mediate our first-person experience of our own bodies, how do clothes and nakedness recur in our fantasies and dreams, and how do we use attire to communicate with others while alternately armoring and revealing ourselves? A renowned historian and theorist of fashion, Dr. Steele masterfully walks Abby and Patrick through fashion as a field of overdetermined material commodities and complex articulations of identity and desire. From Freud's anxieties about paying his tailor to Lacan's florid wardrobe to ongoing debates over what therapists should and shouldn't wear; from Elsa Schiaparelli's mirror jackets to Jean Paul Gaultier's bullet bras to Sonia Rykiel's self-caressing knitwear to Timothée Chalamet's Haider Ackermann halter; from commodity fetishism in Marx to fetish objects in Freud; from Lacan's mirror stage to Joan Riviere's theories of masking and masquerade to the “skin ego” of Didier Anzieu; from high culture to low, and from the runway to the consulting room and beyond, it's a stylish and provocative grand tour of fashion, psychoanalysis, and the ways we all use clothes, like it or not, to literally fashion ourselves.The exhibition Dress, Dreams, and Desire: Fashion and Psychoanalysis runs from September 10th 2025 to January 4th 2026 at the Museum at FIT (227 West 27th Street, New York, NY) and is free and open to the public: https://www.fitnyc.edu/museum/exhibitions/dress-dreams-desire/index.phpSteele's book Dress, Dreams, and Desire: A History of Fashion and Psychoanalysis will be released on October 30th 2025: https://www.bloomsbury.com/us/dress-dreams-and-desire-9781350428195/MFIT will host a Fashion and Psychoanalysis Symposium on Friday, November 14, 2025. Speakers include Laverne Cox, fashion designer Bella Freud, psychoanalysts Patricia Gherovici, Anouchka Grose, Christine Anzieu-Premmereur, Chanda Griffin, fashion scholar Simona Segre, and MFIT Director Valerie Steele. Attendance is free but registration is required: https://www.fitnyc.edu/museum/events/symposium/fashion-and-psychoanalysis/index.phpHave you noticed that Freud is back? Got questions about psychoanalysis? Or maybe you've traversed the fantasy and lived to tell the tale? Leave us a voicemail! (646) 450-0847 A podcast about psychoanalysis, politics, pop culture, and the ways we suffer now. New episodes on Saturdays. Follow us on social media: Linktree: https://linktr.ee/OrdinaryUnhappiness Twitter: @UnhappinessPod Instagram: @OrdinaryUnhappiness Patreon: patreon.com/OrdinaryUnhappiness Theme song: Formal Chicken - Gnossienne No. 1 https://open.spotify.com/album/2MIIYnbyLqriV3vrpUTxxO Provided by Fruits Music
Sep 12, 2025 – With record-breaking highs in the markets and the S&P just points away from Craig Johnson's spot-on 6,600 target, which he forecasted last year, we're diving into what's next for this bull market. Is this just a pit stop, or does the rally...
Sep 11, 2025 – Are we on the brink of a second Cold War turning hot? Geopolitical strategist Christian Takushi reveals the hidden forces reshaping global power—and why the West may be more vulnerable than we think. In this riveting discussion, Takushi delves...
Eric Criscuolo, Market Strategist at the NYSE, recaps a week of mixed equity performance, with AI and semiconductor stocks leading while Apple lagged. Labor data revisions and rising jobless claims signaled a softer job market, raising Fed policy questions. Inflation data was mixed, with PPI cooling but CPI still elevated. Commodities saw a major copper merger and modest oil gains. Criscuolo flags next week's Fed decision and Powell's press conference as key market drivers.
USDA REPORT DAY Panelists- Ellen Dearden, AgReview- Greg Johnson, TGM- Shane Holtorf, Logic Ag Marketing ★ Support this podcast ★
Phillip Streible expects oil to break below $60 into the mid-$50s, but notes that China is building up oil reserves on its path to total electrification. On crypto, he says traders are looking for any momentum plays to the upside; for Bitcoin, he thinks $116K-$118K is where it should consolidate. He thinks gold can sustain its rally, naming three price drivers he sees, but says it will eventually hit “terminal rate.”======== 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 – 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
In this week's Digging In, we revisit the topics addressed during the MOFB Commodity Conference. This week, we hear from Josh Linville, with StoneX Group Inc. Josh brings a unique perspective to the fertilizer markets. In his presentation he reminds the audience that the commodities we produce and use are part of a global market, and it's important to know what's going on around the world. Subscribe wherever you listen to podcasts to have Digging In sent directly to your smart device each time it's released! Host: Janet Adkison, Missouri Farm Bureau Director of Public Affairs Guest: Josh Linville, Vice President of Fertilizer at StoneX Group Inc. Producer: Jacob King, Missouri Farm Bureau Video & Audio Media Specialist
USDA Report Day- Mike Zuzolo, GlobalCommResearch.com- Eric Snodgrass, NutrienAgSolutions.com ★ Support this podcast ★
PLEDGE TODAY @ WILLGIVE.ORGT H A N K Y O U - Matt Bennett, AgMarket.net- Efficiency of the Soybean Crush- Mike Tannura, Tstorm.net ★ Support this podcast ★
Note: Nick Estes and I have launched a new project called Pod Kapital in which we will be reading canonical Marxist texts for weekly episodes on his Substack. I will be posting the audio editions for all my patrons but if you want to watch the video edition, you will have to sign up behind his paywall! I encourage you to do so anyway for the great content he is posting ! The Red-Brown alliance is finally happening! The American Indian-Iranian alliance, that is. Host of the East Is a Podcast, Sina Rahmani, joins the Red Scare Podcast for the “Pod Kapital” series, where we dissect and discuss classic Marxist texts. We're aiming for the fences for the first reading, starting with Karl Marx's magnum opus: Capital: A Critique of Political Economy, Vol. 1 (1867). We're offering this introduction for free, hoping that you will subscribe to the Substack to join our semi-weekly classes. This eight-week course will meet via livestream on Substack every Tuesday at 1 pm CT. Recordings will be reposted for those who cannot attend the livestreams but still want to follow along. Here's the reading and podcast schedule: September 9: Introduction: Seeing the Monster September 16: Part 1: The Commodity and Money September 23: Part 2: Money and Capital September 30: No Class October 7: No Class October 14: Part 3: Absolute Surplus Value October 21: Part 4: Relative Surplus Value October 28: Parts 5 & 6: Surplus Value and Wages November 4: Part 7: Process of Accumulation November 11: Part 8: Original Accumulation November 18: Conclusion: The Secrets of Political Economy There are several English translations of Capital. For this series, we'll be using the recent Princeton version, translated and edited by Paul Reitter. We also recommend, and will be referencing, the Ben Fowkes translation and the English version available for free at Marxists.org. Purchasing a copy of the book isn't a prerequisite for participating in this study group. (If you're interested in a critical conversation about the Princeton translation, check out the episode of Guerrilla History with Paul North and Paul Reitter.) Sina will also be referring directly to the original German texts found at the Marx-Engels-Gesamtausgabe (MEGA) archives. Jonathan Sperber's Karl Marx: A Nineteenth Century Life (2013) is an excellent intellectual biography of Karl Marx. We will be referring to it throughout the series. We hope that you read along. But we also want to provide you with enough context and analysis that may inspire you to read or give a foundational overview of Capital. Each episode will be structured with an introduction, a summary, and a critical reflection on the reading, concluding with answering subscriber questions about the text. We hope you tune in to the livestream or post your questions in the comments section or chat function. Pilamayaye ota! Many thanks for your continued support.
Sep 9, 2025 – Is the US dollar nearing a historic turning point? Join Cris Sheridan and market strategist Marc Chandler for an unfiltered, must-hear discussion—where currencies, commodities, and global power collide...
Recognized as a 2025 TSX Venture 50 company, First Nordic Metals (TSX.V: FNM | FNSE: FNMC SDB | OTCQB: FNMCF | FRA: HEG0) is advancing its flagship Barsele project in Sweden, which already hosts 2.4 million ounces of indicated and inferred gold and sits in a joint venture with Agnico Eagle.In this interview, CEO Taj Singh shares updates on recent drilling at Aida, upcoming Nippas results, and the broader Gold Line Belt strategy. The interview also highlights a $15.4 million financing and the acquisition of EMX Royalty, which strengthens First Nordic's growth and district-scale potential.Learn more about First Nordic Metals: https://firstnordicmetals.com/Watch the full YouTube interview here: https://youtu.be/D53Zc3-6lik?feature=sharedAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
FALL FUND DRIVET H A N K Y O U 217-244-9455 or willgive.org- Greg Johnson, Total Grain Marketing- Drew Lerner, World Weather, Inc. ★ Support this podcast ★
September 8, 2025 – Think you know who really benefits from today's tax laws? In this eye-opening episode, Jim Puplava and renowned tax expert Dan Pilla pull back the curtain on the truth behind the headlines. Together, they break down the latest...
Legend alarm on the podcast! We are happy to welcome the Haggerty's family, Ian and Dianne, together with their son Matthew, on the podcast sharing their 30+ year journey- from being considered the hippie weirdos to leading a movement in Western Australia- showing that you can absolutely farm regeneratively at scale, in this case over 60,000 acres, with deep regeneration. Leading regenerative farmer and co-founder of Natural Intelligence Farming (NIF), the Haggertys' farm is a living example of a harmonious alignment of soil, plant, animal, and human microbiomes in farm ecosystems.They regularly take on new land, but only if they feel the land wants and needs them to manage it. In other words, they don't go looking for land, the land finds them. Often this land is extremely degraded, and they bring it back to life with the help of sheep, whose gut microbiome kickstarts regeneration, followed by well-integrated annuals.We also dive into the different water cycles they are influencing and how these have even affected local rainfall. Of course, we unpack the massive mindset shift that is fundamental in the regenerative transition, vibrations, quantum agriculture, and rebuilding local supply webs. We cover it all. More about this episode.==========================In Investing in Regenerative Agriculture and Food podcast show we talk to the pioneers in the regenerative food and agriculture space to learn more on how to put our money to work to regenerate soil, people, local communities and ecosystems while making an appropriate and fair return. Hosted by Koen van Seijen.==========================
More information about Brain Lenses at brainlenses.com.Paid BL supporters receive an additional episode of the show each week.Read the written version of this episode: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit brainlenses.substack.com/subscribe
F A L L F U N D D R I V E willgive.org or 217-244-9455- Naomi Blohm, Total Farm Marketing- Brian Duncan, Illinois Farm Bureau- Don Day, Day Weather ★ Support this podcast ★
Economist Dr. Gbenga Ajilore discusses how trade policy uncertainty is creating unprecedented challenges for American farmers. From rising input costs due to tariffs on steel and fertilizer to disrupted export markets, agricultural producers face daily policy changes that make long-term planning nearly impossible.
Illinois State Treasurer Michael Frerichs with monthly update.Gallatin County Fair and All Star Popcorn Day with Mariah Knight.Illinois Farm Bureau Director of Business and Regulatory Affairs Bill Bodine discusses the Electric Service Broadband Deployment and Access Law. Paul Otto with Freese-Notis Weather talks a warm up in the forecast.
- Curt Kimmel, AgMarket.net- WILLAg News Update- Corn to Ethanol Research Center- Mark Russo, EverStream.ai ★ Support this podcast ★
With Friday's crop report on deck, the markets are setting up for a pivotal week. On today's Final Bell, Don Roose of U.S. Commodities in West Des Moines joins us to cover the key storylines. Highlights include: Crop report prep: What traders are positioning for. Harvest checks: Early results point to moderate yields. Déjà vu?: Is the market shaping up like last year? Basis and carry: The signals for grain marketing decisions. Livestock update: Cattle rebound while hogs turn seasonal. Roose breaks down what producers should watch heading into the report and how both grain and livestock markets could react.
Illinois Farm Bureau Youth and Collegiate Program Coordinator Taylor Hartke promote Collegiate Farm Bureau kickoffs around the state. Ron Haase provides a Crop Watcher report from Iroquois County.Lance Nacio from Anna Marie Seafood Company in Louisiana on his visit to this year's Farm Progress Show. Joe Camp from Commstock Investments previews a new market week.
U.S. Valuations: Deutsche Bank research shows that historically, high valuations have led to weaker 10-year returns, raising questions about long-term U.S. equity performanceAI and the Mag-7: The current rally is highly concentrated in mega-cap tech stocks, creating a potential disconnect between pricing and fundamentals.Global Equities & Currencies: State Street reports that the 9% year-to-date decline in the U.S. dollar has boosted international returns, with Europe benefiting mostSector Leadership in Europe: BlackRock highlights resilience in banks, aerospace & defense, luxury, and semiconductors, while remaining cautious on healthcareDiversification: AQR stresses the importance of liquid diversifiers, like trend-following strategies, in reducing risk and improving long-term returnsPortfolio Insights:Dantes Outlook Alpha Capture ETF Model Portfolio gained 2.33% in August, outperforming its benchmark by 30 bps.Key contributors: cyclical sectors, emerging markets, inflation beneficiaries (INFL), and Eurozone/U.S. bond exposure.Year-to-date results: Moderate +6.54%, Aggressive +32.67%, Conservative +9.45%Visit us at www.dantesoutlook.com to learn more.Email damanick@dantesoutlook.com to request a meeting.
Sep 25, 2025 – What's really driving gold and silver to record levels, and why are mining stocks suddenly outshining tech giants? In this episode, Jim Puplava sits down with Greg Weldon at Weldon Live to unpack the forces shaking up markets...
Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 285 to discuss the economy and markets.Sponsored by Monetary Metals. https://monetary-metals.com/julia In this episode, Ted warns that markets are extremely expensive at 23x future earnings while the economy is flatlining. He expects coming Fed rate cuts to be an Arthur Burns-style policy mistake, creating a window to sell long bonds before higher structural inflation takes hold over the next 5-10 years. Oakley advocates significant cash positions (his firm holds 50% short-term treasuries) and exposure to commodities, energy, and gold as hedges against dollar decline and inflation. He sees concerning parallels to late 1990s day-trading mania among retail investors and emphasizes risk management over aggressive growth, particularly for older investors who need to preserve wealth rather than chase returns.With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation.Links:Oxbow Advisors: https://oxbowadvisors.com/YouTube: https://www.youtube.com/@OxbowAdvisorsX: https://x.com/Oxbow_AdvisorsBook: https://www.amazon.com/Second-Generation-Wealth-What-Want/dp/1966629168Timestamps: 0:00 Welcome and intro0:51 Big picture outlook - market extremely expensive 2:10 Disconnect between economy and markets - flatlining economy vs rising stocks3:20 48 years in markets - emotions never change at highs and lows4:43 Fed rate cuts coming - Arthur Burns mistake repeating6:24 Sell long bonds opportunity - inflation higher for next 5-10 years9:08 Most people don't know what's in their portfolios10:27 Rate cuts won't significantly impact 30-year rates12:02 Can Fed solve inflation? Only through Volcker-style aggressive tightening13:28 Jobs report 14:20 Recession outlook - wouldn't hurt to clean up system leverage15:52 Retail investor activity - zero commissions created day trading18:22 Warning signs from individual investors - last in, last out19:49 Liquidity allocation by age - different strategies for different ages22:49 Risk management key - never lose a lot of money26:59 Finding opportunities - screening 300 good companies29:45 Current allocation - 50% short-term treasuries across strategies31:48 Gold and bonds relationship - hard assets hedge against dollar decline33:48 Commodities outlook - 25-year lows present opportunity36:15 Biggest surprise this year - tariff costs not fully passed to consumers37:54 Biggest risk - America not as strong militarily as we think39:11 Optimism in American resilience and young people's potential
I started off doing a reading from my latest article at BISH about the difference between a kink and a fetish. You can read that here https://www.bishuk.com/your-questions/whats-the-difference-between-a-kink-and-a-fetish/ Then I went off on one talking about how an ethical fetishist (which many of us probably are) is probably doing something more consensual than most of the other kinds of fetishisations we may take part in in our daily lives. Commodities, labels, and ourselves. All of which might amount to us being little capitalists, micro-fascisms. Jeremy Gilbert wrote a piece about his book here https://www.opendemocracy.net/en/opendemocracyuk/common-ground/ Here's that paper on infantilisation and becoming-child https://www.tandfonline.com/doi/full/10.1080/00131857.2022.2128759#d1e417 Here's my stream with Sinan https://www.twitch.tv/videos/2554705347
Sep 5, 2025 – Gold hit a new record high this week, while silver surged above $40 for the first time in 14 years. Financial Sense's Jim Puplava interviews Mish Schneider, Chief Strategist at MarketGauge, covering the big move in metals and mining stocks, sector...
Phillip Streible examines the commodities market following a weak jobs report that sent 10-year Treasury yields to a low not seen since April. He discusses the potential for a 50 basis point interest rate cut at the Federal Reserve's September meeting and its impact on gold prices, which have rallied to record highs. He also weighs in on the likelihood of gold reaching $5000 an ounce.======== 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 – 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
- Mike Zuzolo, GlobalCommResearch.com- WILLAg News Update- Eric Snodgrass, NutrienAgSolutions.com ★ Support this podcast ★
SHOW SCHEDULE 9-3-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR GOOD EVENING: The show begins in Beijing, watching the trio of Xi, Putin and Kim review the display of offensive weapons and offensive battalions. FIRST HOUR 9-915 John Batchelor 09-03 segment 1.mp3 Guest: Colonel Jeff McCausland, United States Army retired artilleryman, CBS News, Dickinson College visiting professor, and Diamond 6 Leadership and Strategy CEO. Global Geopolitics and Military Displays Colonel Jeff McCausland discusses a Beijing military parade featuring Xi Jinping, Kim Jong-un, and Vladimir Putin, interpreting it as a message of strength and innovation, not peace, while downplaying the US role in WWII. He also covers the static battle lines in Ukraine, European proposals for a military force, and US involvement in Middle East conflicts in Yemen and Gaza, noting a tactical agreement with the Houthis. 915-930 : John Batchelor 09-03 segment 2.mp3 Guest: Colonel Jeff McCausland, United States Army retired artilleryman, CBS News, Dickinson College visiting professor, and Diamond 6 Leadership and Strategy CEO. Pentagon's Evolving Mission and Global Order Colonel Jeff McCausland discusses the new national military strategy emphasizing homeland defense as the primary mission for the Department of Defense, shifting from an international "cop on the beat" role to a domestic one. This is reflected in increased border forces and Caribbean operations. McCausland also touches on China's ambition to establish a new global order, returning to its perceived historical position as a superpower, utilizing organizations like BRICS and the Shanghai Cooperation Organization.930-945 John Batchelor 09-03 segment 3.mp3 Guest: John Cochrane at the Hoover Institution. Federal Reserve Independence and Financial Regulation John Cochrane explores the complex debate on whether financial regulation should be integrated with or separated from monetary policy and less independent of Congress. He raises concerns about the Fed's independence, its failure to foresee the Silicon Valley Bank collapse, and the "too big to fail" phenomenon. Cochrane also discusses the risks of the Fed monetizing debt, its stance on stablecoins, and how its actions influence fiscal policy. 945-1000 John Batchelor 09-03 segment 4.mp3 Guest: John Cochrane of the Hoover Institution. Reforming the Federal Reserve's Role John Cochrane addresses proposals to reorganize the Federal Reserve, questioning whether it should become more political or have its scope narrowed to monetary policy, his preferred option. He criticizes the Fed'spandemic response, specifically its decision to print trillions of dollars for deficits, which he argues was a choice leading to the 2022 inflation. Cochrane also examines the wisdom of Quantitative Easing (QE), suggesting it had limited economic impact but expanded the Fed's political influence. SECOND HOUR 10-1015 John Batchelor 09-03 segment 5.mp3 Guests: Gordon Chang and General Blaine Holt, US Air Force General, retired. China's Historical Revisionism and Autocratic Alliances Gordon Chang and General Blaine Holtdiscuss China's military parade, led by Xi Jinping, which falsely claims Chinese victory over Japan in WWII, omitting the US and Allied contributions. Holt views the parade as theater for a crumbling Belt and Road Initiative, not a united front. They note India's absence from the parade due to animosity with China. Despite appearances, Putin and Kim Jong-un also have underlying animosity towards Xi Jinping, making their alliance one of expediency, not unity.1015-1030 John Batchelor 09-03 segment 6.mp3 Guests: Gordon Chang and Peter Huessy, President of Geostrategic Analysis, a fellow at the National Institute for Deterrent Studies. China's Nuclear Ambitions and Arms Control Challenges Peter Huessy describes China's nuclear weapons as tools for coercion and hegemonic goals, a stark contrast to the US view of deterrence. He notes China's rapid nuclear buildup, exceeding Soviet Union rates during the Cold War. Huessy and Gordon Chang discuss the imminent expiration of the New Start treaty with Russia and the absence of arms control talks with China, which has historically aided proliferation. This signals a "brave new world" with zero legal restraint on nuclear weapons.1030-1045 : John Batchelor 09-03 segment 7.mp3 Guests: Gordon Chang and Captain James Fanell, United States Navy retired, intelligence officer for the Seventh Fleet and for the Indo-Pacific Theater. Pacific Tensions: Philippines, China, and US Naval Strategy Captain James Fanell and Gordon Chang analyze China's strategic ambition to subjugate the Philippines, building militarized islands in the South China Sea. Fanell highlights Scarborough Shoal as a critical "cork in the bottle," potentially used by China as a military base. He notes the Philippines' new forward operating base with anti-ship missiles in the Bashi Channel as a counter. Fanell suggests a reinvigorated US Navymorale and a shift in the Pentagon's approach to deter China.1045-1100 John Batchelor 09-03 segment 8.mp3 Guests: Gordon Chang and Rebecca Grant, Vice President of the Lexington Institute. Venezuela, Guyana, and US Deterrence in the Caribbean Rebecca Grant discusses Guyana'sburgeoning oil wealth and Venezuela's threatening territorial claims under Maduro, who also opposes democracy. She and Gordon Chang analyze a significant US Navy presence off Venezuela's coast, including destroyers and a Marine Expeditionary Unit, as a strong deterrent against Maduro's actions and his alliances with Russia and China. Grantindicates improving morale and combat readiness within the US Navy, emphasizing its vital role in global operations. THIRD HOUR John Batchelor 09-03 segment 9.mp3 Guest: Brett Arends of Market Watch (Return on Investment). Bond Market Anxiety and Federal Reserve Pressures Brett Arends explains the bond market's current unhappiness stems from unsustainable national debt and uncertainty surrounding President Trump's tariffs. He clarifies that the Fedcontrols short-term rates, while the bond market sets long-term rates. Arends warns that Trump's pressure on the Fed to cut short-term rates could paradoxically cause long-term rates, including mortgage rates, to rise, hurting the economy and exacerbating market nervousness. He emphasizes the need for fiscal sustainability. 1100-1115 : John Batchelor 09-03 segment 9.mp3 Guest: Brett Arends of Market Watch (Return on Investment). Bond Market Anxiety and Federal Reserve Pressures Brett Arends explains the bond market's current unhappiness stems from unsustainable national debt and uncertainty surrounding President Trump's tariffs. He clarifies that the Fedcontrols short-term rates, while the bond market sets long-term rates. Arends warns that Trump's pressure on the Fed to cut short-term rates could paradoxically cause long-term rates, including mortgage rates, to rise, hurting the economy and exacerbating market nervousness. He emphasizes the need for fiscal sustainability. 1115-1130 John Batchelor 09-03 segment 10.mp3 Guest: Brett Arends of Market Watch. Addressing Bond Market Turmoil Brett Arends explains that the troubled bond market stems from unsustainable national debt and recent court rulings questioning President Trump's tariffs. He advises Donald Trump to support Federal Reserve independence, abandon attacks on Jerome Powell and Lisa Cook, and work with Congress on tariffs to ensure fiscal sustainability and calm market anxieties. Arends notes that gold's all-time high reflects a lack of market confidence.1130-1145 John Batchelor 09-03 segment 11.mp3 Guest: Bob Zimmerman who keeps the website Behind the Black. New Discoveries in Space and Planetary Science Bob Zimmerman highlights new solar research using the European Space Agency's Solar Orbiter probe, improving predictions of solar events that impact Earth's technology. He discusses the uniqueness of stars, Juice's Venus flyby en route to Jupiter, and Mars' chaotic mantle structure. Zimmermanemphasizes Mars' ample near-surface ice, making it attractive for colonization, and presents an exoplanet found in an accretion disc, challenging planetary formation theories.1145-1200 John Batchelor 09-03 segment 12.mp3 Guest: Bob Zimmerman who keeps the website Behind the Black. NASA Unionization and SpaceX Milestones Bob Zimmerman addresses the recent executive order by President Trumpeliminating unions at NASA and other agencies, arguing that government unions are inefficient and costly. He then praises SpaceX's achievements, including a Falcon 9 first stage completing its 30th flight—a new reuse record. Zimmerman notes SpaceX is significantly reducing launch costs and enabling new space technologies like Starlink, also mentioning the reuse of a Starship super heavy booster. FOURTH HOUR 12-1215 John Batchelor 09-03 segment 13.mp3 Guest: Simon Constable writing for The Wall Street Journal and other distinguished publications. European Politics, Commodities, and Digital Identity Debates Simon Constable reports on pleasant weather in the South of France and seasonal produce. He reviews commodity prices, noting gold's all-time high, coffee's surge, and orange juice's decline. Constable discusses political crises in France, with President Macronfacing a no-confidence vote, and the UK, where Keir Starmer struggles with spending cuts and migration. He advocates for digital national ID cards as the only reasonable solution to migration.1215-1230 : John Batchelor 09-03 segment 14.mp3 Guest: Simon Constable writing for The Wall Street Journal and other distinguished publications. The Rise of AI in Romance Simon Constable shares surprising polling data from the Kinsey Institute on romantic engagement with AI. He reveals that 16% of single adult Americans romantically interact with AI, with Gen Z being the most likely cohort at 33%. Furthermore, 44% of single Americans dating AI believe emotional support from an AI partner is superior to human support, highlighting a stark generational shift in romantic relationships.1230-1245 John Batchelor 09-03 segment 15.mp3 Guest: Janatyn Sayeh from the Foundation for Defense of Democracies. Iran's Nuclear Dilemma and Regional Threats Janatyn Sayeh discusses the looming snapback mechanism of the 2015 JCPOA, which could reinstate UN sanctions on Iran if it fails to comply with demands. Iran's non-compliance has its currency hitting new lows, yet Tehran threatens regional war and exiting the NPT if sanctions return. Sayeh notes Iran seeks rearmament, primarily from China, with Belarus and North Korea acting as potential intermediaries for Russian weapons.1245-100 AM John Batchelor 09-03 segment 16.mp3 Guest: Ivana Stradner from the Foundation for the Defense of Democracies. Autocracy and Protests in the Western Balkans Ivana Stradner reports on mass protests in Belgrade demanding snap elections following a fatal accident and criticizing President Alexander Vučić's autocratic regime, which she likens to "Belarus 2.0". Vučić is accused of corruption and suppressing free media, while fostering close military and economic ties with China and Russia to maintain power and "blackmail" the West. Stradner expresses concern over the repression against Serbian people.
John Batchelor 09-03 segment 13.mp3 Guest: Simon Constable writing for The Wall Street Journal and other distinguished publications. European Politics, Commodities, and Digital Identity Debates Simon Constable reports on pleasant weather in the South of France and seasonal produce. He reviews commodity prices, noting gold's all-time high, coffee's surge, and orange juice's decline. Constable discusses political crises in France, with President Macronfacing a no-confidence vote, and the UK, where Keir Starmer struggles with spending cuts and migration. He advocates for digital national ID cards as the only reasonable solution to migration. 1913 PARIS
Sep 4, 2025 – What happens when politics, technology, and global alliances collide? In this wide-ranging interview, renowned strategist David Woo joins FS Insider's Cris Sheridan to discuss the high-stakes battle for control at the Federal Reserve...
Fossil fuels are losing growth potential, while renewables continue to rise. Commodities like lithium and copper may shape the next wave of energy investments.Veteran oil trader, author, and Founder of The Energy Word, Dan Dicker, discusses why oil companies are facing flat returns, the role of politics in renewable energy, and why lithium and natural gas could be smart long-term plays.Find out in this interview how to separate hype from real opportunities in today's energy market.Learn more about The Energy Word and try the free subscription: https://dandicker.comWatch the full YouTube interview here: https://youtu.be/toYQAZaZTYUAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
Today, we return to the subject of investing in the global commodities markets. What are the key narratives out there on Main Street, Wall street and K Street and how are they shaping opportunities? How can you sort narrative from thesis? How does policy volatility and geopolitical volatility impact investments? And in a potential return to 1970s -style stagflation, what does that mean for commodities and portfolio theory? Our guest is Shia Hosseinzadeh, Founder and Chief Investment officer of OnyxPoint Global Management LP, an alternative asset manager focused on businesses serving the commodities sector. For more on OnyxPoint visit: https://www.onyxpointglobal.com/our-firmFor the Argus Global Markets Conference sign up here: https://www.argusmedia.com/en/events/conferences/global-markets-conference
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Don Casturo, CIO at Quantix Commodities LP and Kristof Gleich, President & CIO at Harbor Capital to discuss: how to invest more thoughtfully in a broad basket of commodities, how investors typically allocate to commodities as an asset class, why the index doesn't make sense anymore and how commodities can hedge more traditional portfolios. Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Learn more about your ad choices. Visit megaphone.fm/adchoices