Podcasts about commodities

Jul 24, 2026 – China's rapid AI advancements and dominance in critical minerals are spotlighting a global “race for stuff” beyond simple computing power, says analyst Craig Tindale. Tindale highlights looming supply bottlenecks in gallium...

Jul 24, 2026 – Jim Welsh of Macro Tides sees U.S. stock markets locked in a sideways chop as sector rotations offset semiconductor weakness, with the S&P at a critical technical juncture. He expects Treasury yields to climb, possibly surpassing...

Jul 23, 2026 – Is it time to get more defensive? Financial Sense Wealth Management CIO Chris Puplava discusses the ongoing geopolitical conflicts in Iran and the broader Middle East, which are disrupting oil supplies and raising inflation risks...

July 22, 2026 – Chief Technologist Dr. Sven Bilén explores the audacious vision of launching data centers into space—a move championed by SpaceX, which plans to deploy up to 1 million orbiting data satellites. Leveraging sun-synchronous orbits...

July 21, 2026 – Singapore-based macro strategist Laurent Lequeu of The Macro Butler discusses the intensifying US-China AI race following the release of Moonshot's Kimi K3. Lequeu explains why Chinese competition threatens Western AI profitability...

Stijn Schmitz welcomes back Steve Hanke back to the show. Steve Hanke is a Professor of Applied Economics at Johns Hopkins University. Hanke highlights the two major wars—the U.S.-Israel conflict with Iran and the Ukraine war—as critical disruptors of global commodity flows. He notes that the Strait of Hormuz is effectively closed, with Iran controlling it, and the Houthis threaten the Red Sea chokepoint, severely constricting crude and refined product supplies. Russia's cutoff of diesel exports and domestic fuel shortages compound the strain. Oil markets are in backwardation, with spot prices above futures, signaling dangerously low inventories that have cushioned prices so far but are nearing depletion. Hanke warns that once physical inventories run out, oil prices could spike dramatically, potentially later this summer. He advises going long on oil, especially major producers, as a straightforward trade for most investors. On gold, Hanke maintains a bullish outlook, projecting a peak around $6,000 per ounce based on historical ratios to real disposable income. He attributes recent pullbacks to dollar strength and rising interest rates but sees central bank buying as a fundamental driver. He also discusses the pressure on the Fed to monetize debt, which could fuel inflation and support gold. The conversation shifts to the broader commodity supercycle, fueled by deglobalization, underinvestment, and the need for larger precautionary inventories. Copper and tungsten are identified as clear bullish plays due to supply deficits. Hanke notes that high diesel prices are squeezing mining and agriculture, potentially raising output prices. He also touches on dollarization, recommending developing countries adopt the U.S. dollar to expand its use rather than de-dollarize. The interview concludes with Hanke emphasizing the importance of money supply growth as the key determinant of nominal GDP and inflation. Timestamps: 00:00:00 – Introduction 00:01:05 – Key Developments on Radar 00:04:58 – Oil Predictions vs Reality 00:10:53 – Inventory and Flow Analysis 00:14:40 – Crack Spreads and Refining 00:16:27 – Demand Destruction Dynamics 00:20:51 – Anticipated Oil Price Spike 00:22:32 – Long Oil Opportunity 00:27:37 – Gold Bull Market Outlook 00:29:38 – Central Bank Buying Drivers 00:45:54 – Concluding Thoughts Guest Links: X: https://x.com/steve_hanke Website: https://thegoldsentimentreport.com Amazon Book: https://www.amazon.com/Making-Money-Work-Rewrite-Financial/dp/1394257260 Amazon Book: https://www.amazon.com/Capital-Interest-Waiting-Controversies-Additions/dp/3031633970 E-Mail: mailto:hanke@jhu.edu Steve H. Hanke is a Professor of Applied Economics and Founder & Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University in Baltimore. He is a Senior Fellow and Director of the Troubled Currencies Project at the Cato Institute in Washington, D.C., a Senior Advisor at the Renmin University of China's International Monetary Research Institute in Beijing, a Special Counselor to the Center for Financial Stability in New York, a contributing editor at Central Banking in London, and a regular contributor to the Wall Street Journal's Opinion pages. Prof. Hanke is also a member of the Charter Council of the Society of Economic Measurement and of Euromoney Country Risk's Experts Panel. In the past, Prof. Hanke taught economics at the Colorado School of Mines and at the University of California, Berkeley. He served as a Member of the Governor's Council of Economic Advisors in Maryland in 1976-77, as a Senior Economist on President Reagan's Council of Economic Advisors in 1981-82, and as a Senior Advisor to the Joint Economic Committee of the U.S. Congress in 1984-88. Prof. Hanke served as a State Counselor to both the Republic of Lithuania in 1994-96 and the Republic of Montenegro in 1999-2003. He was also an Advisor to the Presidents of Bulgaria in 1997- 2002, Venezuela in 1995-96, and Indonesia in 1998. He played an important role in establishing new currency regimes in Argentina, Estonia, Bulgaria, Bosnia-Herzegovina, Ecuador, Lithuania, and Montenegro. Prof. Hanke has also held senior appointments in the governments of many other countries, including Albania, Kazakhstan, the United Arab Emirates, and Yugoslavia. Prof. Hanke has been awarded honorary doctorate degrees by the Bulgarian Academy of Sciences, the Universität Liechtenstein, the Universidad San Francisco de Quito, the Free University of Tbilisi, Istanbul Kültür University, Varna Free University, and the D.A. Tsenov Academy of Economics in recognition of his scholarship on exchange-rate regimes. Prof. Hanke and his wife, Liliane, reside in Baltimore and Paris.

Connect with Early Riders — https://www.earlyriders.com/contactConnect with Onramp — https://onrampbitcoin.com/contact-us/Presented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.This week Michael, Liam, and Brian break down Moonshot's Kimmy K3 release and what a more open, cheaper Chinese frontier model means for the race against Claude Fable 5 and GPT 5.6, from cyber guardrails and export controls to the Trump administration weighing a ban on Chinese models. They dig into the AI capital markets: Anthropic and DeepSeek's IPO plans, Nous Research's $75 million raise at a $1.5 billion valuation, Gavin Baker's intelligence-per-dollar thesis, Liquid AI, and OpenShip's self-hostable app platform. The guys run through the payments story: the $53 billion Stripe, Advent, and Block bid for PayPal, Visa's new OUSD stablecoin platform, and Amazon Japan's move into a yen-backed stablecoin. They cover a stack of digital asset headlines: IBIT options limits rising to 1 million contracts, Citadel's $400 million investment in Crypto.com at a $20 billion valuation, the ECB's digital euro pilot, Velocity's $38 million Series A, Tether's Genius Act countdown, and Lynn Alden's new Bitcoin-focused PE firm. They close on where the Clarity Act stands, Early Riders' mid-year letter, Onramp's back-to-basics promo, and AI's arrival in film and music.Chapters00:00 - Introduction and Weekly Recap01:26 - Kimmy K3 Release and Open Source AI Models05:43 - Meta-level Analysis of AI Race and AGI08:04 - AI Development: Capabilities and Guardrails09:44 - AI as a Commodity and Data Strategies11:08 - Global AI Race and Export Controls13:13 - US-China AI Power Dynamics16:46 - US Regulatory Posturing and Competition21:55 - US and Chinese AI Model Competition24:58 - AI Infrastructure and Market Share Shifts31:40 - AI and Financial Markets: IPOs and Capital Flows36:29 - Open Source AI Projects and Sovereignty37:16 - Fintech and Payments: Stripe, PayPal, and Crypto49:05 - Digital Asset Headlines: Tether, Stablecoins, and Regulation52:58 - Crypto Market Dynamics and Capital Flows55:25 - Bitcoin and Digital Asset Strategies01:00:16 - AI and Bitcoin: The Future of Capital and Innovation01:12:50 - Closing Remarks and Future OutlookIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly: https://www.earlyriders.com/researchKeep up with Michael:https://x.com/MTangumaKeep up with Liam:https://x.com/Lnelson_21Keep up with Brian:https://x.com/BackslashBTC

Nick Grossman is a General Partner at Union Square Ventures. In this conversation, we break down his "Rebel Alliance" thesis for AI — why he believes the industry is too big for one or two companies to dominate. We also discuss USV's internal multi-agent platform, model routing economics, AI's growing role in venture capital and financial markets, data privacy risks, and what happens to jobs and society as agents get smarter.=====================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $2,000 in rewards.=====================Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).=====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp=====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =====================0:00 - Intro0:42 - The "Rebel Alliance" thesis: why one company won't dominate AI7:15 - General-purpose vs. specialized models in USV's portfolio8:40 - Compute costs & the rise of model routing11:14 - Inside USV's internal multi-agent system16:25 - AI's role in venture capital & autonomous investing22:50 - How AI reshapes market signals & information edges27:06 - Apps building models & the fight over your data35:31 - Five-year outlook for the AI stack37:57 - US vs. China: the "philosophy" of AI models40:30 - Personalized AI & where the Rebel Alliance thesis plays43:53 - The dark side: jobs, data centers & society47:44 - AI as a personal superpower & neural implants

Lin Qiao is the Co-Founder and CEO of Fireworks AI, the leading specialized intelligence and AI inference platform that last week raised $1.5BN at a whopping $17BN valuation. With just 200 people, the company has hit $1BN in ARR and expects to hit $2BN before the end of the year. Prior to Fireworks, Lin spent several years at Meta including on the founding team of PyTorch.  AGENDA: 00:07 — Why Did Fireworks Bet on Inference When Everyone Else Was Chasing Training? 00:13 — Can Open-Source Models Turn AI Infrastructure into a Commodity? 00:19 — Should Enterprises Trust Chinese Open Models With Their Most Sensitive Data? 00:25 — Will Model Progress Keep Moving This Fast—or Are We Nearing a Plateau? 00:28 — Will the Multi-Model World Create a $100BN Routing Layer? 00:37 — How Much Will AI Token Usage Explode Over the Next Two Years? 00:43 — Will Token Costs Fall 10x—and Unleash 100x More Demand? 00:49 — Does Fireworks Eventually Have to Build Its Own Data Centres? 01:02 — What Is the Real Bottleneck Holding Back the AI Economy?  

Jul 20, 2026 – Brendan McMurtrie and Crystal Colbert discuss essential financial and workplace planning tips for expectant mothers. They explain maternity leave, FMLA, California protections, paid family leave, and supplemental disability...

Previewing the Farm Progress Show with National Events Director Matt Jungmann.Illinois Comptroller Susana Mendoza discusses legislation strengthening regulatory oversight of crematories.Joe Camp at CommStock Investments previews a new market week.  

Neste episódio do Agro Resenha, Paulo Ozaki conversa com Luiz Vizeu sobre mecanização agrícola, tecnologia tropical, gestão no agro e os bastidores da cadeia do amendoim no Brasil. A resenha passa pela evolução das máquinas no campo, o papel da Agrishow, os desafios de adaptação de tecnologias às condições brasileiras e a importância de olhar para margem, não só para produtividade. Um papo valioso para produtores, técnicos, gestores e profissionais do agronegócio que querem entender oportunidades, riscos e decisões estratégicas além da porteira. PARCEIROS DESTE EPISÓDIO Este episódio foi gravado diretamente de uma das maiores feiras agrícolas do Brasil, a AGRISHOW em Ribeirão Preto/SP, em uma parceria do Agro Resenha com o Grupo Piccin. O Grupo Piccin, que hoje contempla o foco de trabalho em equipamentos, componentes e inovação, começou com o trabalho de um homem, Santo Piccin. Com a evolução da agricultura, os desafios se tornaram mais complexos, exigindo a utilização de implementos agrícolas mais eficientes. Grupo Piccin: excelente em produzir o melhor para o campo. Site: https://piccin.com.br/Instagram: https://www.instagram.com/grupopiccinFacebook: https://www.facebook.com/grupopiccinLinkedIn: https://www.linkedin.com/company/piccin-máquinas-agrícolas-ltdaYouTube: https://www.youtube.com/channel/UCk4BdnkZnq7gObUiR0XQR7g Este episódio também foi trazido até você pela SCADIAgro! A SCADIAgro trabalha diariamente com o compromisso de garantir aos produtores rurais as informações que tornem a gestão econômica e fiscal de suas propriedades mais sustentável e eficiente. Com mais de 30 anos no mercado, a empresa desenvolve soluções de gestão para produtores rurais espalhados pelo Brasil através de seu software. SCADIAgro: Simplificando a Gestão para o Produtor Rural Site: https://scadiagro.com.br/Podcast Gestão Rural: https://open.spotify.com/show/7cSnKbi7Ad3bcZV9nExfMi?si=766354cb313f4785Instagram: https://www.instagram.com/scadiagro/LinkedIn: https://www.linkedin.com/company/scadiagroYouTube: https://www.youtube.com/channel/UCQxErIaU0zBkCAmFqkMohcQ E por fim, esse episódio também tem apoio da Nutripura Nutrição e Pastagem! A Nutripura, que tem como base valores como honestidade, qualidade e inovação nos produtos e excelência no atendimento, atua há mais de 20 anos no segmento pecuário, oferecendo os melhores produtos e serviços aos pecuaristas. Fique ligado nos artigos que saem no Blog Canivete e no podcast CaniveteCast! Com certeza é o melhor conteúdo sobre pecuária que você irá encontrar na internet. Nutripura: O produto certo, na hora certa. Site: http://www.nutripura.com.brBlog Canivete: https://www.nutripura.com.br/pub/blog-canivete/Instagram: https://www.instagram.com/nutripura/Facebook: https://www.facebook.com/Nutripura/LinkedIn: https://www.linkedin.com/company/nutripura/YouTube: https://www.youtube.com/user/TvNutripura INTERAJA COM O AGRO RESENHAInstagram: http://www.instagram.com/agroresenhaTwitter: http://www.twitter.com/agroresenhaFacebook: http://www.facebook.com/agroresenhaYouTube: https://www.youtube.com/agroresenhaCanal do Telegram: https://t.me/agroresenhaCanal do WhatsApp: https://bit.ly/arp-zap-01 E-MAILSe você tem alguma sugestão de pauta, reclamação ou dúvida envie um e-mail para contato@agroresenha.com.br QUERO PATROCINARSe você deseja posicionar sua marca junto ao Agro Resenha Podcast, envie um e-mail para contato@agroresenha.com.br FICHA TÉCNICAApresentação: Paulo OzakiProdução: Agro ResenhaConvidado: Luiz VizeuEdição: Will OliveiraSee omnystudio.com/listener for privacy information.

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI stock slowdown, why China's new Kimi K3 model is upending the AI trade, and the hidden cultural bias baked into these systems. We also discuss the cooler inflation report, Fed Chair Kevin Warsh's early moves, bitcoin's reaction, and why robotics could be the next big AI trade.======================For a limited time, our listeners get 50% off FOR LIFE, Free Shipping, AND 3 Free Gifts at Mars Men at Mengotomars.com.======================Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).======================This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ )======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================0:00 - Intro0:50 - AI stock unwind & the summer slowdown5:45 - Framework for picking AI winners7:1 3 - China's Kimi K3 & open source vs. closed models11:09 - Model routers & how many models is too many?17:46 - The hidden "cultural weights" in AI models22:37 - Inflation report & Fed reaction 32:28 - Bitcoin's reaction & crypto allocation39:26 - Nasdaq outlook & where he's avoiding45:09 - Software stocks & what is the next trade?

Jul 17, 2026 – Robert Bryce discusses his data center rejection database, highlighting the surge in local moratoriums and project denials across the U.S., including the recent first-ever state-wide moratorium by New York. He explains the drivers...

Jul 17, 2026 – Explore how minerals and natural resources underpin modern technology, AI, national defense, and the shift to green energy. Financial Sense's Jim Puplava reveals how critical minerals drive everything from smartphones...

  This weekend edition of The KE Report explores the contrasting dynamics within the commodities sector. In the first segment, Brien Lundin, editor of the...

Jul 17, 2026 – Chief Global Economist Ryan Sweet of Oxford Economics shares insights on the economic risks posed by renewed conflict in Iran, oil price volatility, and global supply chain pressures. He explains potential impacts on GDP growth, inflation

Jul 16, 2026 – Edward Gustely, co-founder and managing director of Penida Capital Advisors in Jakarta, breaks down how the escalating Iran war is reshaping global trade and energy security. He reveals why the Malacca Strait, carrying 40%...

The July 16 edition of Commodity Week, hosted by Todd Gleason from the National Association of Farm Broadcasting (NAFB) Summer Showcase in Kansas City, Missouri, features agricultural analysts Mike Zuzolo of GlobalCommResearch.com and Arlan Suderman of StoneX. The program delves into deep macroeconomic and geopolitical parallels between the current market environment and the 1980s, highlighting how shifts in Chinese demand and escalating global conflicts, particularly new drone-driven disruptions in the Black Sea, are altering international grain and energy trade. The panel examines the operational complexities of domestic biofuel policies, such as the 45Z tax credit and RVO programs, noting that while soybean crushing remains robust, older biomass diesel plants are facing maintenance and cash flow limitations due to delayed regulatory guidelines. Looking ahead to the fall harvest, the experts advise grain producers to carefully monitor regional basis swings, look past short-term fund-driven market volatility, and proactively manage risk by securing early pricing protections.Panelists  - Mike Zuzolo, Global Commodity Analytics and Consulting  - Arlan Suderman, StoneX ★ Support this podcast ★

State and federal updates from Illinois Farm Bureau Executive Director of Governmental Affairs & Commodities Kevin Semlow in his "Seven with Kevin" segment.Illinois Farm Bureau Associate Director of Food Systems Development Raghela Scavuzzo promotes volunteer opportunities for the Illinois Specialty Growers Association Farm Stand during the Illinois State Fair.IHSA Friday Friday Friday segment features Monmouth-Roseville High School football coach and athletic director Jeremy Adolphson.  

Brownfield Commodity Market Reporter John Perkins has your look at the end-of-week gains in wheat, soybeans, and corn, the decline in cattle, and the mixed close for hogsSeptember corn $4.44 and ¾ up $.03 and 1/4August soybeans $12.04 and ½ up $.09 and 1/2August soybean meal 320.20 down $2.70August soybean oil 74.81 up 238 pointsSeptember Chicago wheat $6.82 and ¾ up $.08August live cattle $224.42 down $2.65August lean hogs $101.65 up $1.37Learn more about what's happening in the agriculture markets here: https://brownfieldagnews.com/markets/Find more agriculture news here: https://brownfieldagnews.com/Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: @BrownfieldAgNews » Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsSubscribe and listen to Brownfield Ag News:➡︎ Apple: https://podcasts.apple.com/dz/podcast/brownfield-ag-news/id1436508505➡︎ Spotify: https://open.spotify.com/show/4qoIHY9EYUV9sf5DXhBKHN?si=a4483aaa1afd445eBrownfield Ag News creates and delivers original content across multiple media platforms. Brownfield is the largest and one of the oldest agricultural news networks in the country carrying agricultural news, markets, weather, commentary and feature content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 16, 2026 – The AI trade is running out of oxygen, and the fire is shifting elsewhere. Jim Puplava sits down with Samantha LaDuc of LaDuc Trading to unpack a market stuck in a tight, tense range near all-time highs, as money rotates...

The July 16, 2026 edition of the Closing Market Report covers commodity markets, soil management research, and regional agricultural weather patterns. Host Todd Gleason opens the program from the National Association of Farm Broadcasting event in Kansas City, sharing first-hand observations of resilient midwestern corn crops despite recent heat waves. Market analyst Matt Bennett of AgMarket.net discusses current wheat and energy price volatility driven by geopolitical factors, noting that while the corn crop is progressing well through pollination, upcoming weather conditions will determine the extent of market premiums. University of Illinois PhD student Blake Link reports from the Orr Research Center on the expanding necessity of sulfur fertilizers across the Corn Belt, explaining the different forms of sulfur applications and their chemical effects on soil acidity. Finally, Mike Tannura of Tstorm Weather provides a global and domestic agricultural weather outlook, highlighting a temperature divide between a hotter northern region and a milder south, the potential for early-season monsoonal rains in August, and the localized atmospheric impacts of seasonal wildfire smoke on crop photosynthesis and daytime temperatures.01:10 Ag Markets with Matt Bennett, AgMarket.net 08:38 Evaluating the Need for Sulfur Fertilizers in the Corn Belt 16:03 Ag Weather with Mike Tannura, Tstorm.net ★ Support this podcast ★

Illinois Farm Bureau Young Leader Excellence in Agriculture Award winner Blake Lanphier from Cook County.  Monthly visit with State Ag Pest Survey Coordinator Kelly Estes.  New World Screwworm update from Illinois Farm Bureau Director of Commodity Programs and Food Systems Tasha Bunting.

In this episode of the Crypto 101 Podcast, Seong Lee, Head of Product at Robinhood Crypto, breaks down Robinhood's major new crypto product announcements, including Robinhood Chain, stock tokens, Robinhood Earn, perpetual futures, and agentic trading. He explains how Robinhood Chain is being built as a permissionless L2 focused on tokenized real-world assets, giving eligible global users 24/7 on-chain exposure to U.S. stocks and ETFs. The conversation also covers how stock tokens are backed one-to-one by equities, how dividend benefits are handled through a multiplier mechanism, and why U.S. access still depends on regulatory clarity. Seong also explains Robinhood Earn, USDG, Morpho lending, crypto perpetual futures in Europe, agentic accounts, and Robinhood's broader push to become an all-in-one finance platform.Check Out Scribe: Scribe.how/CRYPTO101Check out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out NPR: https://npr.orgGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 Introduction and Robinhood's Recent Announcements02:03 Robinhood Chain: Building a Permissionless Blockchain04:00 Why Robinhood Launched Its Own Blockchain06:12 Ethereum Burn and Developer-Friendly Tech Stack08:01 Tokenized Stocks: Accessibility and Benefits09:53 Dividends and Multiplier Mechanism for Stock Tokens11:56 Regulatory Landscape and US Market Plans14:55 Global Access and 24/7 Trading19:14 Robinhood Earn: Yield and DeFi Protocols21:48 Derivatives Expansion: Futures, Commodities, and FX25:09 Robinhood as an All-in-One Financial Platform32:51 Community Building and Meme Coins on Robinhood Chain38:58 Future Outlook and Closing RemarksSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved  ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out NPR: https://npr.org* Check out Quince and use my code quince.com/crypto101 for a great deal: https://www.quince.com* Check out Scribe and use my code Scribe.how/CRYPTO101 for a great deal: https://scribe.com/Crypto101* Check out Shopify and use my code shopify.com/crypto101 for a great deal: https://www.shopify.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Modelle wie die von OpenAI oder Anthropic werden zur Commodity. Wer ein bisschen wartet, bekommt die gleiche Qualität ohnehin von mehreren Anbietern. Was bleibt, ist die Architektur drumherum, der Harness. Oliver und Alois erklären, wie Unternehmen General-Purpose-Modelle mit Speicher, Prompts und Agenten so einbetten, dass ein verlässliches eigenes System entsteht. Für manche Startups ist das schon die neue Core IT der Firma.Ein Thema ist das Geschäftsmodell dahinter: günstige Einstiegszugänge für 100 bis 300 Dollar im Monat binden Early Adopter in Teams, bis am Ende die großen Enterprise-Tickets über die API laufen.Lizenzchaos als Symptom: Kontingente wechseln wöchentlich, Power User werden automatisch gedrosselt, SLAs sind kaum planbar. Was früher eine feste DSL-Leitung war, ist heute eine Blackbox mit wechselnder Durchsatzrate. Wer eine verlässliche Entwicklungsstrecke bauen will, baut sie momentan auf Treibsand.Für Oliver und Alois ist das ein Argument für Dezentralisierung: eigene On-Prem-Architekturen, eingefrorene Modelle für stabile Use Cases, das Frontier-Modell nur noch als Dispatcher. Gerade im Verteidigungssektor, mit verteilten Datenquellen und Sensorik, wird daraus ein hierarchischer oder asymmetrischer Harness aus Spezialmodellen.China im Vergleich: weniger Brute Force, mehr Smart Force, dazu eine Open-Source-Szene, die mit weniger Rechenleistung mehr rausholt. Für europäische Anwender sind chinesische und amerikanische Modelle inzwischen ähnlich compliant. Bei sensiblen Workloads bleibt trotzdem die eigene Infrastruktur die sicherere Wahl.Für den Einstieg raten beide zu fertigen Plattformlösungen mit fester Modellauswahl. Das senkt die Hürde und liefert schnell ein erstes Ergebnis. Je klarer der eigene Use Case wird und je mehr proprietäre Daten und Geschäftslogik einfließen, desto mehr lohnt sich der Wechsel zum eigenen Harness statt der fremden One-Click-Lösung.Fazit: Harnessing ist am Ende eine Make-or-Buy-Entscheidung. Die großen Anbieter liefern den Göffel, die Mischung aus Löffel und Gabel für fast alles. Wer sein eigenes Besteck zusammenstellt, tauscht die stumpfe Gabel gegen ein schärferes Werkzeug, sobald der Use Case es verlangt. Wenn du wissen willst, wie das geht, ist diese Folge für dich.

The current earnings season is seeing some bright spots, such as the Swiss luxury retailer Richemont and the US asset manager BlackRock. US producer prices came in below expectations, continuing to ease inflation concerns. In Asia, a rotation continues from this year's winners, Japan and South Korea, towards laggards such as Hong Kong, while South Korean regulators announced plans to address volatility linked to leveraged ETFs tied to SK Hynix and Samsung Electronics. The US dollar stabilised after recent weakness and sterling rose to a one-year high. Meanwhile, Norbert Rücker, Head of Economics and Next Generation Research, discusses why oil continues to flow through the Strait of Hormuz despite renewed regional tensions, why European natural gas prices remain elevated, and why gold has been largely unmoved by softer inflation data.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:27) - Markets wrap-up: Mike Rauber, Product & Investment Content (07:00) - Commodities update: Norbert Rücker, Head of Economics & Next Generation Research (13:18) - Closing remarks: Helen Freer, Product & Investment Content 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.

Stephanie Roth is the Chief Economist at Wolfe Research. In this conversation, we break down whether inflation has peaked, why tariffs, AI chip shortages, and the Iran war are driving short-term prices, and why consumers feel poor despite a resilient economy. We also cover trust in government data, incoming Fed chair Kevin Warsh, the 2026 IPO wave, and the bitcoin and gold debasement trade.==================Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you'll ever make? Schedule a life-changing call at http://fountainlife.com/pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at https:www.http://fountainlife.com/pomp==================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!==================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp==================0:00 - Intro1:03 - Has inflation peaked? Tariffs, AI & energy price drivers5:14 - Why consumers feel poor despite a strong economy7:43 - Can you trust government economic data?13:54 - Housing affordability & why NYC rent hit an all-time high17:43 - Return to office, commutes & worker productivity21:37 - Kevin Warsh takes over the Fed — what's changed?30:57 - Could the Fed cut rates to influence the 2026 election?35:42 - The mega IPO wave & the AI bubble question41:32 - What happened to the bitcoin & gold debasement trade?43:00 - What keeps a chief economist up at night?

Jul 15, 2026 – AI is not just a single investment but a vast ecosystem, says Xavier Stonehouse of Financial Sense Wealth Management. He breaks down the critical “five layer stack” that underpins today's AI economy, revealing why semiconductors now...

The July 15, 2026, edition of the Closing Market Report highlights the current agricultural commodity markets and upcoming weather patterns influencing crop production. Host Todd Gleason discusses a recent surge in wheat futures driven by supply fears following Russian military attacks on Ukrainian ports, particularly Odesa, shifting the focus away from traditional weather factors. In the ag market segment, Greg Johnson notes that Central Illinois crops are generally performing well, prompting farmers to hold out for stronger prices, though fund activity remains neutral to long. Additionally, the program details upcoming regional agricultural events, including University of Illinois Extension field days and webinars focused on soybean breeding and agricultural AI applications.The second half of the program transitions to regional and international ag weather with Drew Lerner from World Weather Inc.. Lerner breaks down the stressful but manageable heat impacts across the northern Corn Belt, noting that while the upper Missouri River Basin faces high temperatures and dryness, areas like the Red River Valley are insulated by recent heavy rainfall. The international segment details a severe and expanding drought in Western Europe, where central France and the UK face massive precipitation deficits threatening summer crops like sugar beets. Conversely, weather conditions remain favorable for crop maturation in the Black Sea region, making the current market volatility strictly a reflection of regional war developments rather than climate failures.01:21 Ag Markets with Greg Johnson, Total Grain Marketing 11:59 Ag Weather with Drew Lerner, World Weather Inc. ★ Support this podcast ★

Illinois Farm Bureau Young Leader Achievement Award winners Austin and Marti Schriner from Carroll County.  New Illinois FFA State Treasurer Lane Perry.  Scot Loyd highlights the Illinois Statecraft section at the Abraham Lincoln Presidential Library and Museum.Illinois Farm Bureau Associate Director of Transportation and Infrastructure Rodney Knittel discusses the Water Resources Development Act (WRDA) of 2026. 

Alex Shahidi, Managing Principal and Co-CIO at Evoke Advisors and co-portfolio manager of the RPAR Risk Parity ETF and UPAR Ultra Risk Parity ETF, returns to Lead-Lag Live for the next single-topic risk-parity conversation — this one focused on commodity producers as the inflation-hedging equity sleeve inside a modern balanced portfolio. Alex makes the structural case for owning commodity producer equities rather than commodity futures — the tax efficiency, the equity risk premium layered on top of the commodity exposure, and the 50+ year track record of outperforming global equities by roughly 2% a year. He walks through how RPAR and UPAR construct the sleeve using the broad Morningstar Global Upstream Natural Resources Net Return Index (roughly a third energy, a third industrial and precious metals, a third agriculture), why diversification within the sleeve matters more than picking a single subsector, and why the diversification benefit shows up most when it's needed most — 2022 (equities down 18%, producers up 15%), Q1 2026 (equities down 3%, producers up 20%), and the 1970s (13%+ annualized for a full decade of stagflation). He also gets candid about the behavioral difficulty of holding this sleeve as a standalone position — the 20-30% higher volatility versus global equities, the extended stretches where it deviates significantly from the broader market, and why rebalancing across the risk-parity buckets is what actually captures the long-run edge. The conversation closes with the practical case for RPAR versus a traditional 60/40: what inflation looks like when you zoom out over 100 years, why "low and stable" is the abnormal regime rather than the normal one, and where inflation-linked bonds fit alongside the commodity producer sleeve. Topics covered: (00:00) Opening — another Lead-Lag Live single-topic risk-parity conversation with Alex Shahidi (00:30) Alex introduces Evoke Advisors, RPAR and UPAR, and the risk-parity framework (02:18) Why commodity producer equities instead of commodity futures — tax efficiency and the equity risk premium (04:13) Devil's advocate: are gold miners and other producers actually equities in disguise? (05:09) How the broad producer index is constructed — energy, metals, agriculture, and why diversification within the sleeve matters (06:07) Contango, backwardation, and why the futures path complicates the futures-based approach (07:27) Historical case study — 2022 (equities -18%, producers +15%) and Q1 2026 (equities -3%, producers +20%) (08:50) The 1970s parallel — 13%+ annualized during a decade of stagflation (10:10) Why correlation is a byproduct — divergence shows up when you need it most (12:05) The 55-year track record — 2% annualized outperformance vs global equities, liquid and tax efficient (13:32) Currency exposure and dollar sensitivity in the producer sleeve (14:27) The behavioral challenge — 20-30% more volatile than equities and the discipline required to hold it (17:40) Rebalancing as programmatic mean reversion — why trimming winners matters over full cycles (19:37) Making the case for RPAR versus a traditional 60/40 — the inflation-hedge gap (20:36) Zooming out — 100 years of inflation history and why "low and stable" is the abnormal regime (21:31) Where inflation-linked bonds fit alongside the producer sleeve in a full risk-parity framework About Evoke Advisors: Evoke Advisors is a large, independent registered investment advisor headquartered in Los Angeles, co-founded by Alex Shahidi. The firm co-portfolio-manages the RPAR Risk Parity ETF and the UPAR Ultra Risk Parity ETF, both built on the principle that a balanced portfolio should diversify across economic environments — not just across asset classes. Where to find Alex and Evoke: Website: evokeadvisors.com RPAR + UPAR ETFs: rparetf.com The Lead-Lag Report: leadlagreport.com Sponsored by Evoke Advisors: The RPAR Risk Parity ETF (RPAR) and UPAR Ultra Risk Parity ETF (UPAR) offer diversified, all-weather exposure across global equities, Treasuries, TIPS, gold, and commodity producers — engineered to balance risk across four economic environments. Learn more at rparetf.com. Important disclosures: This podcast is for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Investors should carefully consider the investment objectives, risks, charges, and expenses of any fund before investing. Past performance is not indicative of future results. RPAR and UPAR are subject to market risk, interest rate risk, commodity risk, and other risks disclosed in the fund prospectus. Investing in commodity-related equities involves the risks of the underlying commodities markets, including significant price volatility. Please read the prospectus carefully before investing. Support the show

The July 14, 2026, edition of the Closing Market Report highlights shifting grain dynamics, regional crop conditions, and agricultural energy concerns amid escalating global conflicts. Market analyst Naomi Blohm notes that a recent shift to slightly cooler nighttime temperatures has taken some heat pressure out of corn and soybean prices, while wheat experiences a war premium driven by renewed tensions in the Black Sea region. Nationally, crop progress remains steady, though states west of the Mississippi—particularly Minnesota and Iowa—are significantly outperforming eastern Corn Belt states like Illinois, Indiana, and Ohio. Energy expert Susan Stroud addresses the growing volatility in the diesel market, explaining how supply crunches in Europe, domestic biofuel mandates, and the continued depletion of the Strategic Petroleum Reserve are squeezing fuel availability ahead of the fall harvest. Finally, meteorologist Don Day warns that a stubborn high-pressure ridge will sustain well-above-average temperatures and dry conditions across the northern tier and western Corn Belt for the next 10 to 12 days.01:15 Ag Markets with Naomi Blohm, Total Farm Marketing07:30 USDA Weekly Crop Progress Report09:29 Crop Protection Network Disease Report10:47 AgriNext & Energies with Susan Stroud, No Bull Ag20:59 Ag Weather with Don Day, Day Weather ★ Support this podcast ★

Market analyst Angie Setzer returns to lead the class in puts and calls - two of our most talked about points in the analysis portion of the program. Angie breaks down the lingo, the meaning and what it really provides for those in the commodities.

Dr. Lorenzo Tomé apresenta o quinto pilar da estruturação do negócio médico: a tecnologia. Não como uma lista de ferramentas que caduca em um ano, mas como um princípio que permanece — a tecnologia existe para retirar atritos, melhorar processos e permitir que o médico escale o atendimento, usando menos da própria hora para entregar mais valor ao paciente. O episódio começa desarmando um hábito de raciocínio treinado na formação médica: a busca pela certeza antes de agir. Na ciência médica, não errar é obrigação. Na tecnologia, esperar a validação de todos é chegar tarde. Lorenzo usa a curva de adoção para mostrar por que estar na primeira metade dela é o que transforma uma ferramenta em vantagem competitiva, e reforça a ideia que atravessa todo o episódio: o feito ensina, o perfeito paralisa. A partir daí, o episódio organiza os quatro usos concretos da tecnologia no consultório. Tempo e conveniência, para acabar com o "bingo da agenda" no agendamento. Acesso, estruturando e precificando o contato entre consultas em vez de deixar o WhatsApp virar um tormento. Comunicação, para construir marca e posicionamento. E adesão, com ferramentas que lembram e registram a jornada do paciente, transformando presença em desfecho e desfecho em percepção de valor. Se você sente que a tecnologia deveria estar te ajudando, mas só tem gerado custo e desânimo, esse episódio reorganiza o raciocínio para você usá-la com método. O background do Dr. Lorenzo Tomé Lorenzo Tomé é médico, fundador e CEO da SD Escola de Negócios Médicos — escola especializada em estruturação de modelos de negócio para médicos com ética, método e previsibilidade. Com mais de 500 médicos capacitados, desenvolveu uma metodologia própria baseada em receita recorrente por acompanhamento longitudinal, que combina gestão, marketing, vendas, finanças e tecnologia aplicados à prática clínica. Atua como mentor direto de médicos em diferentes especialidades, ajudando-os a construir negócios sustentáveis, escaláveis e alinhados com o propósito de cuidar. Aplique para a sessão estratégica! Entre na Comunidade SD no WhatsApp e tenha conteúdo gratuito todos os dias sobre negócios médicos. Assista esse episódio também em vídeo no [Youtube](https://youtu.be/[inserir link]) no nosso canal Saúde Digital Podcast! Acesse os episódios anteriores! SD366 - Como precificar sua consulta por método, e não por comparação ou por medo SD365 - Como sair do convênio e estruturar um modelo de receita recorrente SD364 - O tabu que faz o médico ético perder o paciente para os charlatões Música: Declan DP - With You Music © Copyright Declan DP 2018 - Present. https://license.declandp.info | License ID: DDP1590665

Illinois Farm Bureau Environmental Program Manager Bena Pegg highlights July Nutrient Stewardship Field Days. Tomorrow's Leaders Today segment features Quinton Huelsmann from the Clinton County Young Leaders.Monthly update from Illinois State Treasurer Michael Frerichs.  Meteorologist Paul Otto at Freese-Notis Weather discusses the remaining July weather outlook. 

Jul 13, 2026 – Anyone can call themselves a financial advisor—so how do you find one who's actually required to put you first? Today, we discuss which credentials and public databases to check, the right questions to ask, and how to prepare...

The July 13, 2026, edition of the Closing Market Report covered critical updates in domestic agricultural production, global energy markets, and shifting weather patterns impacting the U.S. corn belt. Curt Kimmel of AgMarket.net analyzed the day's sharp rise in crude oil and grain futures, tying the market's upward momentum to localized heat stress in the western corn belt, declining crop condition ratings, and sudden escalations in Middle East war tensions. Expanding on these geopolitical developments, North Dakota State University Extension Economist Frayne Olson discussed the severe impact of a newly announced U.S. military escort fee for transiting the Strait of Hormuz, alongside the logistics disruption caused by Ukrainian drone attacks near the Sea of Azov. Olson noted that while these conflicts introduce a supportive risk premium for U.S. grain exports, their long-term effects will primarily filter through volatile international energy markets. Finally, meteorologist Mark Russo of EverStream Analytics provided a near-term weather outlook, reporting that while threatening pollination heat will temporarily persist in the northwest Midwest, a retrogressing ridge of high pressure will bring cooler temperatures by the weekend. However, Russo warned that an impending shift toward a suppressed, northwest flow jet stream pattern could signal a prolonged dry spell moving into critical pod-development stages for soybeans in early August.01:11 Ag Markets with Curt Kimmel, AgMarket.net06:53 Commodity Market Discussion with Frayne Olson, NDSU18:46 Ag Weather with Mark Russo, EverStream Analytics ★ Support this podcast ★

Markets continue to evolve, and so do the strategies designed to navigate them. Alan Dunne joins Niels Kaastrup-Larsen to explore why changes in market structure may have permanently altered short term trend following, and what that means for systematic investors. They discuss a fascinating new research paper on market microstructure, the changing role of liquidity, the rise of high frequency trading and why faster no longer necessarily means better. Along the way they examine the Federal Reserve's evolving communication strategy, the outlook for commodities, and why regime change continues to create both risks and opportunities for trend followers.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Episode TimeStamps: 00:00 - Summer reading, Jeremy Grantham and lessons from early quantitative investing 05:22 - Shrinking retail products, smaller futures contracts and the rise of retail trading12:18 - First half performance review for CTAs and trend followers15:36 - Commodity markets, Middle East tensions and the AI driven demand story20:09 - Kevin Warsh, Fed communication and a new era for monetary policy30:34 - Why regime change strengthens the case for trend following38:34 - The research behind the decline of short term trend following46:44 - Tick size, liquidity and what changed in market microstructure49:43 - Alternative explanations for why fast trend has struggled55:35 - Execution, market participants and the future of systematic trading01:00:45 - Final thoughts on the next evolution of trend followingCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Arvind Jain is the Founder & CEO of Glean, the enterprise AI leader valued at $7.2 billion after raising more than $770 million from investors including Kleiner Perkins, DST Global, and more. Before Glean, Arvind co-founded Rubrik, helping build it into one of the world's leading cloud infrastructure companies before its successful IPO. Prior to that, he spent over a decade at Google as a Distinguished Engineer, working across Search, Maps, and YouTube. AGENDA: 00:00 – The Shocking Truth About Frontier AI: 90% Is Already a Commodity 02:04 – Can OpenAI & Anthropic Own Enterprise AI? The Battle for the Workplace Begins 10:18 – Will OpenAI and Anthropic Win the App Layer 18:03 – Microsoft Is the Real Enemy… Not OpenAI? 20:53 – "Where's the ROI?" Why Enterprises Are Starting to Question the AI Hype 26:00 – Will AI Replace Your Job? Harry & Arvind's Heated Clash Over the Future of Work 33:43 – The Billion-Dollar Mistake Every AI Company Is Making on Token Spend 39:20 – The AI Land Grab Is On: Why Founders Must Move Now or Lose Forever 42:20 – China vs America: Who Really Wins the AI Race? 47:20 – Rapid Fire: The Future of Computer Science, Hiring, Fundraising & AI's Biggest Winners  

Jul 10, 2026 – Financial Sense Wealth Management CIO Chris Puplava highlights evidence that inflation expectations may have reached their peak, noting declining breakeven rates and softening housing costs, even as oil prices remain volatile...

Jul 10, 2026 – The COMEX is not being drained, and the silver squeeze everyone is talking about didn't happen the way you think. Jim Puplava sits down with Bob Coleman and David Morgan to cut through the noise dominating precious metals commentary...

  This weekend’s The KE Report Weekend Show provides a deep dive into the technical layout of the commodities sector and the shifting dynamics of...

Jul 9, 2026 – Variant Perception CIO Tian Yang joins Cris Sheridan to explain why his macro risk indicator remains firmly risk-on despite escalating conflict in the Strait of Hormuz and stubbornly high headline inflation. Yang unpacks the...

July 10, 2026 – Jeffrey Huge, Chief Investment Officer at JWH Investment Partners, tells Jim Puplava that the market's gains are being driven by extreme concentration in technology and semiconductors. He cautions that a significant portion of...

SCHEDULE THE JOHN BATCHELOR SHOW, 7-8-20261966 SWEDEN Chaos in the Strait of Hormuz and Global Alignments. Gordon Chang and Kamran Bokhari. The Strait of Hormuz memorandum of understanding has collapsed, leading the U.S. to end the ceasefire with Iran. Iran is attempting to divide international allies by courting India and Pakistan. Pakistan balances a mediating role against domestic economic instability, while India shifts toward a burden-sharing role in the Indo-Pacific. (1) Chinese Missile Provocations and the Undersea Power Struggle. Gordon Chang and Rebecca Grant. Chinalaunched a long-range missile over sovereign territories toward Fiji, an aggressive move coinciding with major NATO and RIMPAC events. The test signals China's intent to expand its nuclear triad despite its currently "noisy" submarine technology. The U.S. maintains its undersea dominance through advanced programs like the Columbia-class boomer and unmanned Orca systems. (2) Religious Persecution and the Rise of Underground Christianity in China. Gordon Chang and Piero Tozzi. Pastor Ezra Jin's release highlights the CCP's continued persecution of underground churches that refuse to answer to the state. Despite intense Sinicization and arrests of figures like Jimmy Lai, Christianity is flourishing in China as a witness for human dignity. Totalitarian control efforts have created an enemy in an underground congregation potentially numbering over 100 million. (3) PLA Purges and Xi Jinping's Power Consolidation. Gordon Chang and Piero Tozzi. Xi Jinping's provocative missile launches are linked to internal instability and purges within the Central Military Commission. By creating international tension, Xi forces competing party factions to rally behind his leadership. While he controls the propaganda and state security apparatus, his control over the People's Liberation Army remains incomplete. (4) Venezuela's Humanitarian Crisis and US Diplomatic Pragmatism. Evan Ellis. Twin earthquakes in Venezuelahave left thousands dead and missing, with the Maduro regime's response marked by corruption and inefficiency. The U.S. continues to work with regime "thugs" for stability and oil access while preventing the democratically elected leader, María Corina Machado, from returning to aid her country. (5) Electoral Shifts Toward U.S. Cooperation in Peru and Colombia. Evan Ellis. Keiko Fujimori in Peru and Abelardo de la Espriella in Colombia have secured victories, pledging to join U.S.-led regional security coalitions. Both leaders inherit nations plagued by record-high coca production and expanded criminal groups. Their success is viewed as critical for regional stability and counter-cartel efforts in the Americas. (6) Bolivia's Instability and US-Mexico Trade Leverage. Evan Ellis. Bolivia remains on "borrowed time" as Evo Morales leads blockades from his coca-growing stronghold. Simultaneously, the U.S. uses the USMCA's renewal uncertainty as leverage to ensure Mexico's cooperation on migration and drugs. This strategy risks long-term investment but forces immediate strategic compliance from the Mexican administration. (7) Cuba's Grid Collapse and Caribbean Regional Integration. Evan Ellis. Cuba's recurring blackouts highlight a crumbling infrastructure and the failure of economic reforms to appease U.S. sanctions. While the U.S. applies individual sanctions on leaders, CARICOM is expanding its regional influence, recently bringing Martinique in as an associate member to bolster Caribbean governance and maritime security. (8) Russia's Energy Chokepoint and the Shifting Global Oil Map. Michael Bernstam. Ukrainian drone strikes on major Russian refineries have triggered a severe fuel crisis, forcing export bans on diesel and gasoline. Meanwhile, Gulf states are building massive pipelines to bypass the Strait of Hormuz. These developments are neutralizing Iran's "golden weapon" and shifting global oil transit maps away from traditional naval chokepoints. (9) The Strategic Impact of the Drone War on Russia. Michael Bernstam. Ukrainian drones have achieved what sanctions could not, choking Russia's fuel supply and forcing it to sell oil at massive discounts to China and India. This new form of decentralized drone warfare has made fuel supplies the primary vulnerability of the Russianeconomy. Modern nations, including Taiwan, are now observing these lessons in resource warfare. (10) The Capitalism Model and Monetization of the Space Sector. Bob Zimmerman. Wall Street has embraced commercial space, with private companies like Catalyst performing satellite servicing missions once reserved for government agencies. The U.S. Space Force now buys rapid-launch capabilities from the private sector for orbital reconnaissance. India is also transitioning its space program toward this capitalist model to increase efficiency. (11) Asteroid Probes and Scientific Cosmological Anomalies. Bob Zimmerman. Missions are targeting asteroids like the potentially dangerous Apophis, with a fleet of probes planning a 2029 flyby. Meanwhile, the Euclid telescope has detected ancient quasars that challenge Big Bang timelines. Additional anomalies in Galaxy Centaurus A and unpredictable sunspot activity suggest current cosmological models remain incomplete. (12) European Heat Waves and Shifting Commodity Markets. Simon Constable. Extreme heat is becoming the norm in Europe, driving demand for air conditioning and pressuring electrical infrastructure. Commodity prices show mixed signals; oil and gas have risen due to Middle East tensions, while industrial metals like copper decline. In Britain, Andy Burnham is positioned as a likely future prime leader. (13) The Invisible Power of Global Data Centers. Simon Constable. Data centers represent the digital future, with Virginia housing the world's highest concentration for the federal government. Despite accounting for over 4% of U.S. electricity usage, a quiz reveals that a quarter of Americans know nothing about these facilities. The U.K.holds the second-highest number of data centers globally. (14) The Sino-American Lunar Race for Permanent Presence. Rick Fisher and Doug Messier. China aims for a permanent lunar presence at the South Pole to potentially deny access to other powers. NASA is countering with a civilian coalition of private partners like SpaceX to develop sustainable infrastructure for future Mars missions. China's architecture mimics Soviet systems, while NASA's Starship requires complex orbital refueling to reach the moon. (15) Risk Aversion and Logistical Timelines for Moon Landings. Rick Fisher and Doug Messier. The Chinesespace program is highly risk-averse to protect the Communist Party's legitimacy. While NASA is "game on," it faces challenges with the Starship lander, which reportedly requires at least 15 refueling launches per mission. China hopes for a manned landing by 2030, while NASA's 2028 timeline remains subject to potential delays. (16)

European Heat Waves and Shifting Commodity Markets. Simon Constable. Extreme heat is becoming the norm in Europe, driving demand for air conditioning and pressuring electrical infrastructure. Commodity prices show mixed signals; oil and gas have risen due to Middle East tensions, while industrial metals like copper decline. In Britain, Andy Burnham is positioned as a likely future prime leader. (13)

Jul 8, 2026 – AI expert Dr. Alan D. Thompson joins Financial Sense Newshour to discuss the latest breakthroughs and global power plays in artificial intelligence, including Anthropic's Mythos superintelligence, the escalating arms race between...