Podcasts about defense spending

The deadliest weekend yet in the war involving the United States and Iran has left more U.S. troops dead and wounded while the administration seeks billions more in military funding. Rising oil prices are also pushing gas prices higher, adding to the financial impact on Americans. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the DSR Daily for Wednesday, we cover the Senate Democrats blocking a $1 trillion defense bill, Trump's opposition to the suspension of ICE vehicle stops, scrutiny of Todd Blanche ahead of his hearing, and more.  Learn more about your ad choices. Visit megaphone.fm/adchoices

On the DSR Daily for Wednesday, we cover the Senate Democrats blocking a $1 trillion defense bill, Trump's opposition to the suspension of ICE vehicle stops, scrutiny of Todd Blanche ahead of his hearing, and more.  Learn more about your ad choices. Visit megaphone.fm/adchoices

On the DSR Daily for Wednesday, we cover the Senate Democrats blocking a $1 trillion defense bill, Trump's opposition to the suspension of ICE vehicle stops, scrutiny of Todd Blanche ahead of his hearing, and more.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Let us know what you think!Security Halt's Med Group - https://zcform.com/QA5QsClick the link for a FREE consultation with My Med Team to see how we can help.   How should military experience shape leadership in America?In Episode 449 of the Security Halt! Podcast, Deny Caballero sits down with former Green Beret, combat veteran, and public servant Joe Kent for a wide-ranging discussion on military service, leadership, American foreign policy, civic responsibility, and the role veterans can play in shaping the nation's future.Drawing from years of service in Special Operations and his experience in public life, Joe shares his perspective on strategic decision-making, the challenges facing America, the importance of personal integrity, and why critical thinking has never been more important.The conversation also explores faith, resilience, the influence of foreign interests on policy, and why informed citizens remain the foundation of a strong republic.Whether you're interested in national security, leadership, or the role veterans play beyond the battlefield, this episode provides thoughtful insights into some of today's most important issues. Listen now. Follow the show. Share this with the veteran or entrepreneur who needs to hear it. Chapters:00:00 Leadership, Transparency, and Why Integrity Matters01:11 Why Joe Kent Left the Trump Administration03:08 What Really Happens Inside Government Decision-Making06:07 The Special Operations Mindset: Debate Creates Better Leaders08:44 War Gaming, Strategy, and Defining the End State12:04 Israel, Foreign Policy, and America's National Interests17:46 Why Joe Kent Chose to Walk Away21:54 Veterans React: Public Support and Political Criticism24:42 What's Next for Joe Kent?29:06 How Money, PACs, and Lobbyists Influence Politics34:43 What Power Does the President Actually Have?40:33 Defense Spending, National Priorities, and America First44:15 Classified Information, Declassification, and Intelligence Reform50:48 Critical Thinking in the Age of AI and Social Media52:23 Faith, Purpose, and Life After Military Service56:37 Joe Kent's Vision for the Future57:33 Where to Follow Joe Kent Sponsored by: Transcend Use my referral link to book a consultation for Peptide Therapy http://transcendcompany.com/DenyCaballero Pure Liberty Labs Use Code: SECURITY_HALT_10 Instagram: https://www.instagram.com/purelibertylabs/ Website: https://purelibertylabs.com/ PRECISION WELLNESS GROUP  Use code: Security Halt Podcast 25 Website: https://www.precisionwellnessgroup.com/ WARRIOR RISING Instagram: https://www.instagram.com/wearewarriorrising/?hl=en Website: https://warriorrising.org/ Donate Today: https://warriorrising.org/?form=donate SPECIAL FORCES FOUNDATION Instagram: https://www.instagram.com/specialforcesfoundation_/ Website: https://specialforcesfoundation.org/ Request Help: https://specialforcesfoundation.org/get-support/   Security Halt Mediahttps://www.securityhaltmedia.com/Instagram: @securityhaltX: @SecurityHaltTik Tok: @security.halt.podLinkedIn: Deny Caballero   Looking for custom handmade items, military memorabilia, or laser engraving? Contact Eric Gilgenast.Instagram:https://www.instagram.com/haus_gilgenast_woodworks_main/Website: https://www.hausgilgenastwoodworks.com/SOF Heritage Designs Custom belt Buckles. Of the Regiment for the Regiment SOF-HD.Instagram: https://www.instagram.com/sofhdesigns/Support the showProduced by Security Halt Media

Send us Fan MailLearn more about Neighbourhood Holdings here: https://go.neighbourhoodholdings.com/angrymortgageNeighbourhood Holdings is licensed as a Mortgage Administrator (NS #2025-3000660, ON #13679), Lender (NS #2025-3000354), and Brokerage (ON #13753). (AD)Why is an old fat mortgage broker thinking about defense spending? Because in a country running massive deficits, there's some huge spending coming down the pipeDavid Perry gives us the inside information on what is likely to be one of the largest budget increases and spending initiatives of the Carney Liberal Government.He brings needed insights into reasoning behind big, expensive weapons programs and the thinking that led to those huge buys. He also lets us know just how difficult & disjointed Government procurement has been and how it may be getting rectified.Support the show

Thomas Savidge warns that the US national debt is reaching dangerous levels relative to GDP. He explains that rising interest costs are now exceeding national defense spending, which threatens to stifle the productive economy and lead to a decreased standard of living for the average American taxpayer. (13)1865 

Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Key Topics Renewed fighting between the United States and Iran Whether the Strait of Hormuz could become a toll-based choke point NATO unity, Trump's unpredictability, and Europe's response Greenland tensions and the future of transatlantic relations Russia's fuel crisis, drone strikes, and domestic pressure on Putin The broader shift toward rearmament and a more fragmented world order   Links Karin Axelsson - https://politiken.dk/person/7961_Karin_Axelsson Anna Sauerbrey - https://ces.fas.harvard.edu/people/anna-sauerbrey Peter Spiegel - https://www.washingtonpost.com/people/peter-spiegel/ Belfer Center for Science and International Affairs — belfercenter.org World Review with Ivo Daalder — belfercenter.org/world-review-ivo-daalder

In an era of unprecedented geopolitical tension and energy market volatility, Stu Turley of the Energy Newsbeat podcast sits down with Trisha Curtis, CEO of the Petro Nerds podcast, to dissect the forces reshaping global energy markets and international power dynamics. From Iran's desperate gambit to control the Strait of Hormuz to China's calculated investments in coal-to-oil synthesis, this conversation reveals how energy—not ideology or military might alone—is the true currency of geopolitical leverage.The hosts challenge conventional market wisdom, expose the hidden costs of net-zero policies, and make a compelling case that the United States possesses unprecedented energy advantages that policymakers and analysts have catastrophically underestimated. With Europe in energy decline, China preparing for conflict through energy resilience, and the Middle East in flux, this episode serves as a masterclass in understanding why energy security is national security, and why the decisions made today will determine which nations thrive and which fade into irrelevance.Check out the PetroNerds at https://www.youtube.com/@petronerds633 Connect with Trisha on LinkedIn https://www.linkedin.com/in/trisha-curtis-petronerds/1. Global Oil Market Volatility & Strait of Hormuz CrisisThe hosts discuss the unprecedented market volatility throughout the year, particularly focusing on the Strait of Hormuz and Iran's actions. They analyze how Iran's attacks on shipping and infrastructure represent desperation rather than strength, as alternative pipelines and routes are being developed by Saudi Arabia and the UAE to bypass Iranian control.2. Strategic Petroleum Reserve (SPR) ManagementA significant focus on how the U.S. and China are using their SPRs differently. Secretary Chris Wright is praised for using the SPR as a loan (requiring repayment) rather than a permanent release, which avoids budget cycle issues. The hosts note this strategy received insufficient market coverage.3. U.S. Oil & Natural Gas ProductionDiscussion of America's impressive production capacity—nearly 14 million barrels per day of crude oil and 136 billion cubic feet per day of natural gas. The hosts emphasize that the U.S. has significant leverage in global energy markets that isn't being properly appreciated or communicated.4. China's Energy Strategy & Geopolitical ImplicationsExtensive analysis of China's energy stockpiling, coal-fired power generation dominance (more than the U.S. total capacity), and investments in coal-to-oil synthetic manufacturing. The hosts interpret China's 2026 coal-to-oil investments as preparation for potential conflict.5. European Energy Crisis & DeclineCritical examination of Europe's energy policy failures, particularly the UK and Germany's abandonment of coal and nuclear power. The hosts highlight how net-zero policies have made Europe dependent on Russian LNG and created energy security vulnerabilities.6. Electricity Grid Reliability & Cost IssuesDetailed analysis showing that wind and solar installations increase electricity costs without improving reliability. The hosts present data showing blue states have 38% higher electricity prices than red states, correlating directly with renewable energy policies. They argue that baseload power (coal, natural gas, nuclear) is essential.7. ESG & Net-Zero Policy CriticismStrong critique of ESG metrics and net-zero commitments by major oil companies, arguing these policies increase costs without environmental benefit and represent a form of control rather than genuine sustainability.8. U.S. Manufacturing & Supply Chain ResilienceDiscussion of reshoring manufacturing and the importance of controlling the entire energy value chain—from crude extraction through plastics manufacturing—to reduce dependence on China and create a more resilient economy.9. NATO, Defense Spending & Geopolitical RealignmentAnalysis of NATO discussions, with criticism of European countries (particularly Spain) for insufficient defense spending and energy investment. Discussion of new trading blocs forming around the U.S., Saudi Arabia, UAE, Russia, India, and Japan.10. LNG Market DynamicsAnalysis of Qatar's LNG production disruptions and the broader natural gas market, including how Iran's attacks on LNG vessels represent attempts to control energy flows and how alternative infrastructure (floating LNG, pipelines) may bypass traditional chokepoints.The overarching theme is that energy security is fundamental to national security and economic prosperity, and current Western policies prioritizing net-zero over reliable, affordable energy are strategically disadvantageous compared to competitors like China.This will be more in line with a new series covering the global energy policies and insights from Trisha. Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

President Donald Trump at the NATO Summit in Ankara, Turkey says he was 'very disappointed' with NATO member states during the U.S. war with Iran and suggests the U.S. may withdraw more military forces from Europe; NATO Secretary General Mark Rutte says NATO nations are on track to meet the increased defense spending goals that President Trump has demanded; President Trump tells Turkish President Recep Tayyip Erdogan that the U.S. will lift sanctions on Turkey that have prevented that country from buying U.S. F-35 fighter jets; Ukrainian President Volodymyr Zelensky at the NATO Summit appeals for more air defense systems to counter Russia's advantage; Sen. Bernie Sanders (I-VT) joins the long list of Democrats urging Maine's Democratic Senate nominee Graham Platner to end his candidacy after a woman he was dating says he sexually assaulted her five years ago; Gov. Josh Stein (D-NC) signs a state budget bill into law, ending multi-year a stand-off over funding priorities with the Republican-controlled General Assembly; In Great Britain, Nigel Farage, leader of the Reform UK party, resigns from Parliament to trigger a special election in which he will be a candidate. He is facing allegations he improperly took millions of pounds in gifts, and says he wants his constituents to be the judges by deciding whether to vote him back in. Learn more about your ad choices. Visit megaphone.fm/adchoices

AI demand remains strong as Samsung's earnings reinforce long term confidence in semiconductors despite near term profit taking. Plus, SpaceX joins the Nasdaq 100, drawing billions in passive inflows as investors weigh index inclusion and insider lockups. Later, NATO defense spending, the World Cup's economic impact and shifting market leadership keep investors focused on the second half of the year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New U.S. strikes on Iran come against the backdrop of the NATO summit in Turkey, where leaders are hoping to strengthen Europe's ability to defend itself. President Trump brought his long-standing criticisms of European countries, once again expressing frustration over their defense spending and refusal to support the U. S. and Israeli war in Iran. Nick Schifrin reports from Ankara. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Today's top stories, with context, in just 15 minutes.On today's podcast:1) NATO allies unveiled billions in defense industry deals to buy next-generation drones and surveillance planes as allies attempt to convince President Trump that Europe is heeding his spending demands ahead of the NATO Summit. Eleven countries will buy airborne radar-detection systems from Swedish aerospace firm Saab AB, replacing a US-made Boeing Co model, in a deal worth $5 billion. Allies will invest more than $40 billion in counter-drone capabilities over the next five years, according to NATO Secretary General Mark Rutte.2) Maine Democrat Graham Platner is under pressure to end his bid for a US Senate seat following a sexual assault allegation he has denied. Senate Democratic leader Chuck Schumer and Senator Kirsten Gillibrand called on Platner to step aside and vowed to cut off the party's funding for him if he stays on the ballot. Several Democrats, including Senator Elizabeth Warren and Representative Ro Khanna, have withdrawn their endorsements of Platner and urged him to leave the race, citing the "troubling and deeply serious" allegations against him.3) Team USA’s run in the World Cup came to an end as it failed to make the quarterfinals, losing 4-1 to Belgium. Outrage over FIFA’s decision to allow striker Folarin Balogun to play continued to simmer after the organization reversed his one-game ban. The reversal sparked outrage across the world, with UEFA calling it “incomprehensible and unjustifiable” and accusing FIFA of crossing “a red line."See omnystudio.com/listener for privacy information.

AP correspondent Charles de Ledesma reports NATO's chief is demanding allies present credible plans to reach defense spending targets.

Rob McKenna on the big Supreme Court decisions this week // Hannah Brandt on a stalemate in Congress over defense spending // Charlie Commentary on celebrating America's 250th anniversary no matter who you vote for // Jim Ryan on what Americans are spending on 4th of July celebrations

Meghan Welch breaks down the surge in M&A activity across aerospace and defense, driven by rising global tensions and increased defense budgets. She highlights strong demand for modernization, AI-driven technologies, and reshoring efforts, alongside a commercial aerospace recovery. Welch notes opportunities in smaller suppliers and aftermarket services as delays at Boeing (BA) and Airbus extend the lifespan of aging aircraft.======== 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

The House's version of the 2027 defense spending bill is moving on to the full chamber for consideration. House appropriators voted 34 to 27 to approve the $1.1 trillion package at a markup Wednesday. The bill funds Trump administration priorities like the Golden Dome missile defense shield and greater investment in commercial technologies. Lawmakers also adopted a package of amendments on hot-button issues like diversity programs, abortion and sex-reassignment surgery.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Preview for Later Today: Guest: Charles Burton. Charles Burton discusses Canada's struggle to defend the Arcticagainst Chinese incursions, mapping, and surveillance. Despite promises of increased defense spending, Canada currently relies on limited resources like snowmobiles to monitor regional threats.1890 GREENLAND

Send us Fan MailPeaches is back with the Ones Ready Daily Drop for 23 June, breaking down the latest military news across the Army, Navy, Marine Corps, Air Force, Space Force, Coast Guard, Secretary of Defense, President of the United States, and global defense updates.This episode covers the Army selecting Anduril for next-generation command and control work, autonomous boats being tested in the Philippines, contractor cyber operations, Marine Corps air defense modernization, the final days of the AV-8B Harrier, and the House directing the Air Force to keep the A-10 Warthog combat ready through 2030.Peaches also gets into the Air Force technical sergeant promotion rate, Space Force mess dress testing, a tactically responsive space launch in under 17 hours, a Coast Guard MH-60 Jayhawk crash in Alaska, Pete Hegseth's review of U.S. force posture in Europe, quantum sensors and quantum computing, U.S. munitions stockpile concerns, NATO defense spending, and major international defense deals.The theme is pretty obvious: autonomous systems, drones, cyber operations, quantum technology, munitions production, and old platforms that still matter are all shaping the next fight.Check out Tasty Gains:TastyGains.comTrain with us:OperatorTrainingSummit.comJoin the Ones Ready membership for early access, members-only episodes, and exclusive merch.Chapters:00:00 - Intro and Sponsors03:35 - Army: Anduril, Command and Control, and Autonomous Boats05:56 - Navy: Contractor Cyber Operations and Drone Boats08:27 - Marine Corps: MADIS, NMESIS, and the Harrier09:55 - Air Force: The A-10 Extension and Tech Sergeant Promotions13:25 - Space Force: Mess Dress and Rapid Space Launch15:14 - Coast Guard: MH-60 Jayhawk Crash in Alaska16:45 - Secretary of Defense and Quantum Sensors17:47 - President Trump, Quantum Computing, and Munitions Stockpiles19:47 - Global Defense Updates22:11 - NATO, Defense Spending, and FCAS23:22 - Wrap-UpSupport the showJoin this channel to get access to perks: HEREBuzzsprout Subscription page:  HERERegister for our Operator Training Summit:  OperatorTrainingSummit.comFind an Air Force Recruiter: AirForce.comCollabs:Ones Ready - OnesReady.com 18A Fitness - Promo Code:  ONESREADY ATACLete - Follow the URL (no promo code):  ATACLeteDanger Close Apparel - Promo Code:  ONESREADYDFND Apparel...

The Pentagon is asking Congress for an additional $80 billion in wartime funding, warning that military operations could face budget shortfalls as soon as this summer. The request comes as costs tied to the conflict with Iran continue to climb despite a fragile ceasefire. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why is the global sustainability transition failing?In Part 3 of The Extractive Tapestry, we drop the raw data receipts on how the trillion-dollar modern war machine, corporate defense monopolies, and the military-industrial complex (MIC) structurally block renewable energy growth to protect private wealth and infinite expansion.From the 1993 "Last Supper" Pentagon dinner that consolidated our plastic-wrapped, fossil-fuel-dependent lifestyle, to the modern revolving door of defense tech-bros and billionaire WhatsApp groups colluding to crush public dissent—we are pulling back the curtain on the design of the fail.

Trump says Iran is "finished," but the war pitch keeps changing. Now the Pentagon wants another $350 billion. In this Good Morning Liberty breakdown, Nate and Chuck react to Trump's latest Iran war comments, Fox News coverage, threats of more bombing, and the claim that America could walk in with a small group of soldiers and take over Iran. They also cover the new push for a $350 billion Pentagon add-on, the SAVE Act being attached to defense spending, and why Washington always finds more money for war while pretending to care about deficits. This one hits Iran, FISA, Trump, Pentagon spending, foreign policy, inflation, military budgets, and why both parties keep rewarding the same broken incentives. Chapters: 00:00 New background, GML intro, and Fed Haters Club 01:00 Charlie's politics update: Trump interview and FISA 03:00 Trump, Fox News, and the Iran war update 07:45 Bombing Iran until they sign the deal 09:30 Trump talks water, guns, and the Iranian people 12:15 "We could walk in there tomorrow" 17:45 Fake news, Iran, and the war narrative 24:45 Trump, Iraq, Venezuela, and "three months" 31:45 Trump wants another $350 billion for the Pentagon 38:45 Elon's debt warning meets the defense budget 43:15 Why Washington will not cut spending 45:00 How to actually persuade people Watch All Episodes: https://www.youtube.com/playlist?list=PLi78svKlBr_8o0dDOX8DxO_Wwxu6WYhhA Watch Host Favorites: https://www.youtube.com/playlist?list=PLi78svKlBr__Zu40RL7mWxCuOOe54zgy2 Join the Fed Haters Club @ https://www.goodmorningliberty.us/fedhatersclub [Martens Minute]: https://martensminute.podbean.com/ All links @ gml.bio.link Subscribe, like, comment, share, and leave a rating or review on your podcast app.  

Today on Uncommon Sense, we're discussing what may be the most consequential political moment of Donald Trump's career. With Trump's approval ratings slipping, the Iran conflict escalating, renewed questions surrounding the Epstein files, and the assassination of Charlie Kirk continuing to reverberate through the conservative movement, many Americans are asking whether these events are isolated, or part of a much larger story.In this episode, I examine the connections I believe may exist between these developments, including my view that the Epstein files may have been used as leverage against powerful political figures and that foreign interests have exerted significant influence over American policy in the Middle East.We'll discuss:Trump's declining support among his baseThe growing controversy surrounding U.S. involvement with IranThe unanswered questions surrounding the Epstein filesThe political impact of Charlie Kirk's assassination and its aftermathWhy I believe these stories intersect in ways the mainstream media refuses to exploreMy goal is not to tell you what to think, but to encourage you to question narratives, follow incentives, and examine who benefits from the decisions being made in Washington.--https://www.bible.com/

CONRAD BLACK Prime Minister Mark Carney shifts toward increasing defense spending to 5%, acquiring sophisticated submarines to protect Arctic interests, and navigating "overwhelming contiguity" with the U.S. while maintaining a firm stance on Ukraine. (13/16)1929 OTTAWA

In this episode, Jeff Mo, U.S. mid-cap portfolio manager, explores a fundamental shift in how economies may grow over the next decade. He makes the case that after 25 years of intangible, internet-driven expansion, growth may increasingly depend on building physical things again: data centers, electrical infrastructure, factories, defense systems, satellites. Jeff walks through the forces driving this transition, from AI's voracious appetite for capital to geopolitical tensions reshaping supply chains and defense spending. The conversation examines how these macro themes connect to bottom-up stock selection, where the U.S. mid-cap team is finding opportunities today, and why maintaining inherent contradictions in the portfolio remains essential even as thematic investing dominates market behavior. • Why producing one unit of GDP today requires about a third as much oil as in the 1970s, yet capital expenditure per unit of GDP growth may be rising as the economy shifts from intangible services back toward physical infrastructure and manufacturing. • How AI data center buildouts, reshoring of manufacturing, rising defense budgets, and the expanding space economy are all driving higher demand for physical capital, commodities, and industrial capacity after a decade of underinvestment. • How the hyperscalers (Google, Amazon, Microsoft, Meta) are moving from massive net cash positions to net debt as they fund AI infrastructure, tightening capital availability for the rest of the economy and potentially raising interest rates and dampening consumer spending. • Where the U.S. mid-cap team is finding opportunities aligned with these themes, from companies like Northrop Grumman, SanDisk, and OSI Systems, while maintaining portfolio balance through inherent contradictions. • Why humility matters most when contemplating big-picture themes: the goal isn't predicting the future but building a diversified portfolio of wealth-creating companies that can withstand multiple scenarios.   [00:00] Introduction: From Intangible to Physical Economy [00:50] Opening Discussion with Jeff Moe [01:42] Oil Efficiency vs. Rising CapEx Requirements [03:39] Economic Growth: Labor, Capital, and Productivity [04:11] Infrastructure Investment and Reshoring Trends [06:52] Defense Spending and Capital Intensity [07:08] The Space Economy: Satellites and Connectivity [11:00] Memory Market Dynamics and Contract Changes [12:22] Cyclicality in a Capital-Intensive Economy [15:04] Consumption vs. Investment: Portfolio Implications [17:44] Connecting Themes to Bottom-Up Research [18:44] Idea Generation and Stock Selection Process [21:32] Winners and Losers: The Bits to Atoms Trade [22:00] Portfolio Construction: Inherent Contradictions [25:21] Where the Theme Might Be Wrong [26:09] Long-Term Wealth Creation and Economic Optimism [28:18] Closing and Subscription Information Host: Rob Campbell, CFA Institutional Portfolio Manager Guest: Jeff Mo, CFA Portfolio Manager This episode is available for download anywhere you get your podcasts.   Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com  https://www.linkedin.com/company/mawer-investment-management/  https://www.instagram.com/mawerinvestmentmanagement/   Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.   #ArtOfBoring #MawerInvestmentManagement #MawerInvestment #Podcasts #capitalmarkets #geopoliticalinvesting #commodityMarkets #capitalexpenditure #physicalEconomy #GDPGrowth

Alan Tonelson interprets the U.S. diplomatic focus on Japan as a reward for its commitment to containing Chinese expansionism and increasing defense spending. He expects the Trump-Xi summit to produce deals on aerospace and agricultural exports, though fundamental trade imbalances are unlikely to be resolved. (8/16)1943 GREATER EAST ASIA CONFERENCE

7. Headline: The "K-Shaped" American Economy: War, AI, and Inflationary Pressures Guests: Alan Tonelson and Jim McTague Summary: Experts describe a robust but uneven American economy where defense spending and an AIinvestment bubble are stimulating manufacturing. While wealthy sectors thrive, high inflation and energy costs create a "K-shaped" recovery, raising concerns about social cohesion and the long-term sustainability of current growth. 71880 WIEN

Politicians clash over Czechia's defense spending shortfall, Czechia ranks high in Prosperity Index, but sociologist Daniel Prokop warns results can mislead, Klánovice Forest

13. GUEST: Simon Constable. Simon Constable reports on rising commodity prices and the energy impacts of the Hormuz crisis. He also discusses Lord Robertson's warning that Britain must increase defense spending rather than relying on America. 132021

Research shows that children who develop healthy relationships with money early in life end up in significantly better financial shape as adults, yet most schools still don't teach personal finance. We explore practical strategies for instilling sound financial habits in kids and how those habits compound over a lifetime.Today's Stocks & Topics: CEMEX, S.A.B. de C.V. (CX), Market Wrap, Salesforce, Inc. (CRM), Comcast Corporation (CMCSA), Space X IPO, Is a Custodial Investment Account Right for Your Kids?, National Healthcare Properties, Inc. (NHP), Defense Spending, Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX), Palomar Holdings, Inc. (PLMR).Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/invest* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

On Tax Day, trillions flow into the United States government. But new analysis shows a significant share is directed toward war, defense contractors, and border enforcement, while healthcare and food assistance face mounting pressures and cuts. As deficits grow and everyday costs rise, what do these budget choices reveal about who the system is built to serve, both in the US and beyond? In this episode: Lindsay Koshgarian (@lindsaykosh), Program Director, National Priorities Project Episode credits: This episode was produced by Marcos Bartolomé and David Enders with Tamara Khandaker, Catherine Nouhan, Tuleen Barakat, Adhil Veetil, Firas Yateem, Michel Bou Dagher, and our guest host, Kevin Hirten. It was edited by Sarí el-Khalili. Our sound designer is Alex Roldan. Our video editors are Hisham Abu Salah and Mohannad al-Melhemm. Alexandra Locke is The Take’s executive producer. Connect with us: @AJEPodcasts on X, Instagram, Facebook, and YouTube

The International Monetary Fund is warning of a global economic slowdown, citing rising inflation, surging oil prices and instability tied to the conflict with Iran. New projections show growth weakening worldwide, with recession risks on the horizon. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AP's Lisa Dwyer reports on President Trump annual budget proposal.

4. Josh Rogin analyzes Europe's lagging defense spending and Ukraine's burgeoning drone industry. He discusses American drone development challenges, restrictive ITAR regulations, and the competitive race with China over manufacturing-focused AI technologies. (4)April 1931

Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.com

President Trump's emergency authorization of $23 billion in Gulf arms sales and massive defense spending increases are creating a windfall for military contractors. The defense industrial complex is experiencing its biggest expansion since the Cold War era.Today's Stocks & Topics: Tapestry, Inc. (TPR), Market Wrap, CVS Health Corporation (CVS), Applied Materials, Inc. (AMAT), Alternative Investment: Ground-floor, Defense Spending Boom: Military Contractors Hit the Jackpot, Warrior Met Coal, Inc. (HCC), The Bond Market, Kinsale Capital Group, Inc. (KNSL), VICI Properties Inc. (VICI), The Top 1%.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Tara breaks down the staggering $663 billion the U.S. has spent on European defense over the past decade—including Ukraine and NATO initiatives—and why our allies still refuse to show up when it matters. From the Strait of Hormuz to Iran threats, she explains how Europe relies on American military power while scoffing at U.S. leadership. Plus, a look at the failures of diplomacy and the real cost to Americans.

Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.com

The first quarter of 2026 still has three weeks to go, but the assumptions and friend group of the People's Republic of China has changed dramatically.Recent changes in the assumptions concerning Venezuela, Iran, Japan, and other nations will impact the national security concerns of the West's greatest challenger on the world stage.Returning to the Midrats Podcast today from 5-6 PM Eastern to discuss will be Dean Cheng.Dean is a Non-resident Senior Fellow, Potomac Institute for Policy Studies and Non-resident Fellow, George Washington University Space Policy Institute.He recently retired after 14 years with the Heritage Foundation, where he was a senior research fellow on Chinese political and security affairs, and wrote on various aspects of Chinese foreign and defense policy.Prior to joining the Heritage Foundation, he was a senior analyst with the China Studies Division (previously, Project Asia) at CNA from 2001-2009. Before joining CNA, he was a senior analyst with Science Applications International Corporation (SAIC) from 1996-2001. From 1993-1995, he was an analyst with the US Congress' Office of Technology Assessment in the International Security and Space Division, where he studied the Chinese defense industrial complex.He is the author of the book Cyber Dragon: Inside China's Information Warfare and Cyber Operations (NY: Praeger Publishing, 2016), as well as a number of papers and book chapters examining various aspects of Chinese security affairs.Show LinksDean Cheng's article on Chinese military purgesAn Army at Dawn, by Rick AtkinsonChina's HQ‑9B Defense System Under ScrutinySummaryIn this episode, Dean Cheng discusses China's strategic posture, military reforms, cyber capabilities, and the implications of recent global events on China's long-term plans. We explore China's economic outlook, military modernization, regional influence, and the impact of purges within the PLA.Chapters00:00: Introduction and Context of Global Tensions03:01: China's Strategic Position and Five-Year Plan07:07: Defense Spending and Global Security Concerns10:05: China's Vulnerabilities and Energy Security11:44: Military Purges and Leadership Control18:22: Military Readiness and Combat Experience23:27: Testing Chinese Military Equipment in Conflicts28:45: Global Arms Market and Strategic Alliances30:24: Military Culture and Learning from Underperformance32:57: Training and Realistic Combat Experience35:40: Cyber Warfare and Electronic Warfare Concerns38:05: Regional Conflicts and China's Diplomatic Stance40:46: China's Image and Political Warfare44:48: Shifts in Global Alliances and Economic Influence47:34: The Importance of Economic Engagement50:25: China's Diplomatic Approach to Neighbors54:16: Cyber Threats and Infrastructure Vulnerabilities

00:00 Intro01:36 China Plans to Raise 2026 Defense Spending by 7%02:51 China Sets Lower Target for Economic Growth03:15 China Draft Law: Parents Must Teach Kids to Love CCP05:55 U.S. Asia Deterrence: Implications if Iran War Drags On10:03 China Presses Iran to Keep Strait of Hormuz Open11:11 No Need for Trump to Visit China: Stilwell14:01 Army Shakeups Raise Questions About Xi's Control15:20 Xi Jinping: More Dangerous if Isolated?17:05 Is the U.S.-Israel Strike on Iran All About China?19:45 USTR: China Remains #1 Source of Counterfeit Goods21:21 Nvidia Halts China-Bound H200 Output: Report

Jeff Thompson, CEO of Red Cat Holdings (RCAT), says robust defense spending will lead to equally robust earnings in his company. He talks about the ways drone makers are trying to stay ahead of the spending curve and how Red Cat specifically is benefitting from the $1.5 trillion U.S. defense budget. Jeff talks about his milestones he sees in the years ahead for Red Cat. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Conrad Black criticizes the Prime Minister for labeling Canada a middle power, urging increased defense spending to secure the Northwest Passage and Arctic sovereignty against encroaching rivals.1886 NW TERRITORY

Cliff May of the Foundation for Defense of Democracies analyzes the strategic necessity of securing Greenlandagainst Russian and Chinese threats, advocating for a NATO-led solution and increased defense spending.1890 greenland

The second deadly shooting in Minnesota by immigration agents has some Democrats in Washington renewing calls for reform to the Department of Homeland Security. This could hold up a spending bill, increasing the chances the federal government partially shuts down again late this week. Also in play is money for defense. We'll hear more. Then, we'll discuss the value of the yen and hear why more optimism about the economy isn't translating into hiring.

The second deadly shooting in Minnesota by immigration agents has some Democrats in Washington renewing calls for reform to the Department of Homeland Security. This could hold up a spending bill, increasing the chances the federal government partially shuts down again late this week. Also in play is money for defense. We'll hear more. Then, we'll discuss the value of the yen and hear why more optimism about the economy isn't translating into hiring.

Great news! Remember how Donald Trump used to talk about cutting the U.S. military budget in half and making peace with China and Russia? Well, that's all over because Trump is now calling for a massive INCREASE in the Pentagon budget to $1.5 trillion.  Guest host Chris Keene and Americans' Comedian Kurt Metzger argue that this dramatic flip-flop contradicts Trump's anti-war rhetoric on the campaign trail and primarily serves the interests of defense contractors, tech firms, and oligarchs rather than public safety. They criticize media and bipartisan political elites for normalizing endless militarization while homelessness, poverty, and social decay worsen at home. The discussion frames the spending surge as part of a broader drift toward global conflict and a clear example of how campaign promises collapse once power is secured. Plus segments on how recent out-of-control episodes involving ICE are all part of a larger plan for cracking down on Americans' civil rights and why Trump is taking the wrong approach to the unrest in Iran. Also featuring Keaton Weiss and Caleb Maupin!

HISTORICAL ECHOES: THE 10-YEAR RULE AND TIANANMEN BLINDNESS Colleagues James Fanell and Bradley Thayer. The authors draw parallels between current US policy and the British Empire's 1919 "10-year rule," which slashed defense spending based on the assumption of peace, leading to unpreparedness for WWII. Fanell recalls his intelligence experience post-Tiananmen Square, noting the US Navy dismissed the PLA Navy threat while myopically focusing on Russia. Thayer criticizes the US response to the 1989 massacre, where the Bush administration rushed to repair relations rather than recognizing the CCP as a "sadistic monster." They argue this failure to perceive the true nature of the regime allowed China to rise without political reform. FANELL NUMBER 21905 SHANGHAI RIOTS, BRITISH EMPIRE SIKH PATROL

PREVIEW Guest: Anatol Lieven Summary: Anatol Lieven critiques NATO defense spending, arguing that while Germany prioritizes tanks to support its auto industry, effective defense against Russia requires cheaper solutions like drones and mines. He warns that expensive armored vehicles may prove "suicidal" in modern war, whereas cheaper defenses are more practical. 1870 SIEGE OF PARIS