Podcasts about defense spending

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

For review:1. US President Trump said Friday “Cuba is next. President Trump did not specify what he planned to do with Cuba, telling the media to “disregard that statement” before repeating “Cuba's next.”2.  US Tripoli Amphibious Ready Group & USMC 31st MEU Arrives CENTCOM AOR.3. Pakistan's prime minister said he had a “detailed” call with Iran's president on Saturday, as foreign ministers from Saudi Arabia, Egypt and Turkey prepared to meet in Islamabad for talks on the war in the Middle East. The US and Iran are not expected to be present.Top diplomats from Riyadh, Cairo and Ankara are due in the Pakistani capital Sunday and Monday,” the Pakistan foreign ministry said.4. Yemen's Houthis launched a ballistic missile attack at southern Israel on Saturday morning, triggering sirens in Beersheba, in their first offensive action since the start of the war.5. The Israel Defense Forces assessed on Saturday that it would finish targeting nearly all of Iran's key military industry sites in the coming days.6. Two soldiers were seriously wounded and seven others were moderately hurt during clashes with Hezbollah in southern Lebanon on Friday and overnight into Saturday, Israel Defense Forces said, as the terror group continued to pound northern Israel with rocket and drone attacks.7. Last year represented the first time that all NATO countries met or exceeded the 2 percent benchmark on defense spending, NATO Secretary General Mark Rutte revealed during a press conference on March 26, something he largely attributed to US President Donald Trump's relentless pressure to end allies' free-riding.8. The US State Department has approved a proposed sale to Japan of equipment and services to support its program to develop hypersonic weapons.The Foreign Military Sales (FMS) announcement on Wednesday flagged the possible sale to Japan in support of its indigenous Hyper Velocity Gliding Projectiles (HVGP) program, in a deal that would cost an estimated $340 million.9. Last year, Army Materiel Command's LTG Christopher Mohan told Breaking Defense the Army was considering jettisoning the mobile cache in the Indo-Pacific, known as APS-3, in favor of dispersing the equipment throughout the INDOPACOM theater.  The reasoning behind the potential decision derived from the Army “doubling down on the INDOPACOM from a theater standpoint,” he said then.LTG Mohan: “The idea is to put much of that ground based, and we started doing that in several countries overseas,” Mohan said in an interview. “The end state will be that we will have a much, much reduced APS afloat.”10. The Trump administration will send its fiscal 2027 budget request to Congress on April 3, an Office of Management and Budget spokesperson confirmed today.

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

We talk the government's reaction to the US-Israel war on Iran, dueling defense budgets; scores of people being indicted in the Prince Holding Group case and more. -- Hosting provided by SoundOn

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

Tony Bancroft thinks “there's quite a bit more spending needed” in the defense sector to replenish the supplies used over the weekend. He expects defense budgets to increase around the world, creating a long-term tailwind. He highlights some smaller players in the defense space as well as the major companies like Lockheed Martin (LMT), RTX (RTX) and more. Tony looks at the whole supply chain and the boost in production rates by many companies.======== 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.

In this episode of Lead-Lag Live, I sit down with Hervé Van Caloen**, Owner and Portfolio Manager at **Mercator Investment Management, to break down why global markets outside the United States are entering a powerful new phase of leadership.From Japan's aggressive stimulus and corporate reform push to structural dominance in semiconductors, defense technology, space, and energy infrastructure, Van Caloen explains how capital is rotating toward regions and industries aligned with long-term geopolitical and economic realities.In this episode:– Why Japan's stock market continues to hit record highs– How semiconductors have become global oligopolies with pricing power– Why defense and space spending are entering a multi-year upcycle– How infrastructure and electricity demand are driven by AI growth– Why global diversification may matter more as U.S. valuations stretchLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

This week on Facing the Future we examined developments on the national security front with Michael O'Hanlon, senior fellow and director of research in Foreign Policy at the Brookings Institution and author of a timely new book called  “To Dare Mighty Things: U.S. Defense Strategy Since the Revolution”  

The Trends Journal is a weekly magazine analyzing global current events forming future trends. Our mission is to present Facts and Truth over fear and propaganda to help subscribers prepare for What's Next in these increasingly turbulent times. To access our premium content, subscribe to the Trends Journal: https://trendsjournal.com/subscribe The Trends Journal Shop: https://trendsjournal.com/shop Follow Gerald Celente on X: https://x.com/geraldcelente Follow Gerald Celente on Instagram: https://www.instagram.com/geraldcelentetrends Follow Gerald Celente on Facebook: https://www.facebook.com/gcelente/ Follow Gerald Celente on Gab: http://gab.com/geraldcelente Substack: https://Trendsinthenews.substack.com TikTok: / trends.journal Follow Gerald Celente on Bluesky: https://bsky.app/profile/trendsjournal.bsky.social Follow Gerald Celente on Threads: https://www.threads.com/@trndsjrnl Follow Gerald Celente on Truth: https://truthsocial.com/@TrendsJournal Follow Gerald Celente on Reddit: https://www.reddit.com/user/Trends-Journal/ Copyright © 2026 Trends Research Institute. All rights reserved.

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!

On this episode of Chit Chat Stocks, Brett and Ryan dive into a secular theme: defense spending. We look at seven different stocks -- both small and large -- as ways to play the defense spending boom in the United States. We discuss:(00:00) Introduction(01:59) Exploring the Defense budget increase(10:45) Leidos (Ticker: LDOS)(19:20) RTX Corp (Ticker: RTX)(25:25) CACI International (Ticker: CACI)(33:26) L3 Harris (Ticker: LHX)(36:11) BWXT Technologies (Ticker: BWXT)(42:18) Kratos Defense (Ticker: KTOS)(50:08) Black Sky Technologies (Ticker: BKSY)(54:24) Concluding thoughts on defense sector*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Capt. Matt Hoh : When Defense Spending Becomes a ThreatSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

Ondas Holdings (ONDS) is rallying on news of new orders for its autonomous systems. George Tsilis highlights how the company is a direct beneficiary of increased defense spending, both domestically and internationally. New contracts and a substantial increase in cash position indicate a positive trajectory for Ondas Holdings, even with ongoing stock dilution. The discussion also touches upon the broader trend of increased defense budgets globally and the role of A.I. in defense and imaging technologies.======== 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

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

Today's episode goes full "history rhymes" as we break down President Trump signing an executive order classifying illicit fentanyl as a "weapon of mass destruction"—and what that kind of language really unlocks in the national security world.  Then we dig into the FY2026 NDAA: a roughly $900.6B defense authorization that gives the Pentagon more than it even asked for, locks in overseas commitments, and shows (again) how Congress will "check" war powers in theory… while keeping the money machine humming in practice.  If you want the bonus hang: join the Fed Haters Club at joinGML.com. Like, comment, subscribe—and tell a friend who still thinks Congress is the "adult in the room." 00:00 Introduction and Setting the Scene 00:33 Discussing the NDAA and Military Spending 01:00 Trump's Announcement on Weapons of Mass Destruction 01:13 Venezuela and Trump's Popularity Polls 04:22 Public Opinion on Military Actions 07:53 Fentanyl Crisis and Trump's Policies 08:38 Personal Anecdote: Neighbor's Drug Bust 22:31 ProLon Fasting Mimicking Diet Promotion 24:42 Venezuela's Connection to Iran 28:11 Fentanyl as a Weapon of Mass Destruction 28:59 Fentanyl as a Weapon of Mass Destruction 30:00 Personal Reflections on WMDs 32:10 Congress and Defense Spending 33:57 Military Budget and Inventory Issues 42:18 Global Military Commitments and Controversies  

With government spend poised to spike, defense valuations in Europe are at record highs. But the response to global threats brings opportunities for a much wider set of industrials and innovators. Dominic Hudson, Head of Investment Banking for Europe and APAC, is joined by Cliff Bayer, Head of Aerospace, Defense and Government Services; Rob Jurd, Head of Industrials for Europe; and Claire Sturgess, Head of Canadian Industrials and CME Investment Banking, to explore the sector's outlook for 2026.

Today, we're talking about Congress' defense spending bill; the Fed cutting interest rates; the U.S. seizing a Venezuelan oil tanker; and other top news for Friday, December 12th. Stay informed while remaining focused on Christ with The Pour Over. Looking to support us? You can choose to pay⁠ ⁠⁠⁠⁠here⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Check out The Pour Over's Gift Guide!⁠⁠⁠⁠⁠ Check out our sponsors! We actually use and enjoy every single one. ⁠Cru⁠ ⁠Safe House Project⁠ ⁠Life Application Study Bible⁠ ⁠CCCU⁠ ⁠Upside⁠ ⁠Mosh⁠ ⁠LMNT⁠ ⁠Theology in the Raw⁠ ⁠Not Just Sunday Podcast⁠ ⁠She Reads Truth⁠ The Pour Over's Newsletters: ⁠⁠⁠⁠⁠The Pour Over⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Decaf⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠News Health⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Praying the News⁠

The Hill is revolting over Trump's push to make defense spending partisan. Anna and Jake break down the NDAA squeeze, why a January health-care deal looks unlikely, and what the Fed's next move means for 2026. Punchbowl News is on YouTube Subscribe⁠⁠⁠⁠ to our channel today to see all the new ways ⁠we're investing in video.⁠⁠⁠⁠ Want more in-depth daily coverage from Congress?⁠⁠⁠ ⁠Subscribe⁠⁠⁠⁠ to our free Punchbowl News AM newsletter at punchbowl.news.⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

A new compromise defense authorization bill calls for a higher level of defense spending than President Donald Trump requested for the current fiscal year. CQ Roll Call's John M. Donnelly, Aidan Quigley, and David Lerman assess the new bill and what it means for the defense appropriations process. Learn more about your ad choices. Visit megaphone.fm/adchoices

 Trump Demands Higher Defense Spending from New Japanese Prime Minister Takaichi. Lance Gatling reports on President Trump's visit to Tokyo and his meeting with the new Prime Minister, Takaichi. Trump is expected to demand increased defense spending. Takaichi plans to accelerate doubling the defense budget to 2% of GDP. A major concern is Trump asking Japan to stop buying energy from Russia, which supplies Japanese LNG. Takaichi enjoys surprisingly strong domestic support. 1958

 Colonel Grant Newsham assesses South Korea's leftist President Yoon Suk Yeol, describing him as pro-China and anti-US, despite his vow to increase defense spending. Newsham views this spending partly as a tactical ploy to avoid reliance on US troops. Separately, he highlights Chinese influence and rampant corruption in the US territory of the Commonwealth of the Northern Mariana Islands (CNMI), which is brazenly seeking $100 million from the USdespite $1.6 billion having vanished. 1911 PEKING UNIVERSITY

 Colonel Grant Newsham assesses South Korea's leftist President Yoon Suk Yeol, describing him as pro-China and anti-US, despite his vow to increase defense spending. Newsham views this spending partly as a tactical ploy to avoid reliance on US troops. Separately, he highlights Chinese influence and rampant corruption in the US territory of the Commonwealth of the Northern Mariana Islands (CNMI), which is brazenly seeking $100 million from the USdespite $1.6 billion having vanished.