Podcasts about defense spending

Join Us in October for our Plan B Conference:  https://www.crisisinvesting.com/p/the-plan-b-uruguay-conference-with-72c In this episode, we dive into a wide range of topics, starting with the significance of Independence Day. We then discuss the implications of a newly passed bill touching on farming subsidies, defense spending, and industrial policy. The conversation also covers issues like the privatization of the military, the future of Ukraine, short selling, and the concept of chemtrails. Doug also shares his thoughts on international investing, specifically in Bolivia and Japan, while addressing questions from subscribers on various financial and political issues. 00:00 Introduction and Independence Day Reflections 00:22 The Significance of the Declaration of Independence 01:42 Critique of Modern 4th of July Celebrations 03:01 Discussion on Trump's Big Beautiful Bill 04:20 Farm Subsidies and Agricultural Policies 10:02 Defense Spending and Industrial Policy 17:03 Citizenship by Investment in Sierra Leone 19:08 Opinions on JP Morgan Funds and Short Selling 25:15 Ukraine Conflict and Global Implications 28:40 Chemtrails and Relocation to Paraguay 29:30 Chemtrails and Weather Modification 30:07 Skepticism and Historical Context 31:02 Modern Weather Modification Practices 34:29 NATO and Political Dynamics 37:23 Insights on Writing and Market Analysis 43:18 Farming Analytics and High-Tech Agriculture 46:16 Bolivia's Political and Economic Landscape 48:06 Privatized Military and Eric Prince 50:18 Japan's Economic Moves and Demographic Challenges 54:17 Concluding Remarks and Future Plans

Roundup of the Week's Top Stories in Economics and Freedom500k more Home Sellers than BuyersStablecoins Could Wipe out Crony BanksChina's EV Car Industry "Imploding"Net Migration Turns Negative. And Blue-Collar Wages Soar.Allies Push Back on Defense SpendingRead the full article “Allies Push Back on Defense Spending” at https://www.profstonge.com/Visit our Lead Sponsor: UnchainedKeep your Bitcoin safe and minimize your taxes. Open a Bitcoin IRA and get the first year free!Visit our Sponsor: Monetary MetalsEarn 5% to 12% interest on your physical gold and silver, paid in physical gold and silver.Visit our Sponsor: CoinKiteProtect your Bitcoin with an Ultra-Secure Hardware WalletDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show

In this episode of Global Thinking, Forstrong Portfolio Manager Rob Duncan sits down with friend of the firm, Chris McHaney, Executive Vice President and Head of Investment Management and Strategy at Global X Investments Canada Inc., for a wide-ranging conversation on where global capital is moving, and why. Many of the themes Chris is tracking - rising defense spending, a potential commodities supercycle, renewed interest in international markets like EAFE and India - align closely with Forstrong's own global investment roadmap. Both firms share a belief that in an increasingly fractured world, opportunity lies in regions and sectors that many investors are still underestimating. They also unpack the role of covered call ETFs in generating yield, and explore how fixed income is re-emerging as a strategic allocation. From inflation trends to interest rate dynamics and the strength of the U.S. dollar, this episode is rich with insight for globally minded investors. Topped off with a few summer reading picks and some contrarian takes, it's a fast-paced and practical conversation that reinforces Forstrong's commitment to thinking differently about where the world is headed next.   Chapters 00:00 Introduction to Global Thinking Podcast 01:21 Understanding GlobalX Investments and Chris's Role 06:31 Market Outlook and Investment Strategies 07:00 Navigating Market Volatility and Diversification 10:57 Global Investment Opportunities and Rebalancing 16:16 The Rise of Defense Spending as an Investment Theme 19:21 Interest Rates and Fixed Income Perspectives 23:32 Currency Trends and Hedging Strategies 26:38 Commodities and the Potential Supercycle 32:14 Trends in the ETF Industry and Flows 34:47 Exploring Covered Call ETF Strategies 51:01 Book Recommendations and Closing Thoughts   Book Recommendation: Thinking in Bets, Annie Duke   Disclosures: https://forstrong.com/disclosures/    Global Thinking Podcast Series - https://forstrong.com/podcast/    Global Thinking Insights - https://forstrong.com/insights/    Who is Forstrong Global - https://forstrong.com/who-we-are/    Ask Forstrong - https://forstrong.com/category/ask-forstrong/    Invest With Us - https://forstrong.com/invest-with-us/     Thank for you listening, please considering leaving a review and subscribing for future episodes. For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com  

In this Week in Review for June 22-28, 2025, Bill discusses significant political events across Canada, focusing on NATO's increased defense spending, the impact of the infrastructure bill on the Canadian economy, ongoing conflict in the Middle East, and the complexities of Canada-U.S. trade negotiations. The conversation highlights the challenges and opportunities facing Canada in a rapidly changing global landscape.Become a paid SubStack subscriber or YouTube channel member to hear Bill's personal stories and life lessons from 50+ years as a broadcast journalist in his members-only series, MORAL OF THE STORY: https://www.youtube.com/channel/UCeUbzckOLocFzNeY1D72iCA/joinDon't forget to like, follow and subscribe across our channels! Thank you.Listen to The Bill Kelly Podcast everywhere: https://kite.link/the-bill-kelly-podcastWATCH New Episodes on YouTube: https://www.youtube.com/@TheBillKellyPodcast/featuredBlueSky: https://bsky.app/profile/thisisbillkelly.bsky.socialFacebook: https://facebook.com/TheBillKellyPodcastInstagram: https://www.instagram.com/thisisbillkelly/LinkedIn: https://www.linkedin.com/in/thisisbillkelly/TikTok: https://www.tiktok.com/@thebillkellypodcastSubStack: billkelly.substack.com/*Comment ‘likes' on behalf of this channel are an acknowledgment of your comment, not necessarily an endorsement of its contents. Thanks for joining these critical discussions in critical times!Top News Stories of June 22-28, 2025

Thanks for listening to The Morning Five! Please subscribe to and rate The Morning Five on your favorite podcast platform. Learn more about the work of the Center for Christianity and Public Life at www.ccpubliclife.org. Scripture: 2 Corinthians 13: 5-10  Top Headlines: 1) Robert F Kennedy Jr.'s New Vaccine Panel Holds First Meeting to Reassess Childhood Immunizations  2) Trump Administration Sues Maryland Over Immigration Rule 3) NATO Pledges Major Defense Spending Boost Amid Trump Push Today's host was Phebe Meyer, Chief of Staff at the Center for Christianity and Public Life.  Join the conversation and follow us at: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@michaelwear⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, @ccpubliclife Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MichaelRWear⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, @ccpubliclife and check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tsfnetwork⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by: King Sis #politics #faith #prayer #vaccines #immigration #Maryland #NATO Learn more about your ad choices. Visit megaphone.fm/adchoices

In a landmark moment at the NATO summit, President Trump secured a commitment from member nations to raise defense spending to 5% of GDP. Defense Secretary Pete Hegseth praised the agreement as a “historic win for Western security,” crediting Trump’s leadership and pressure tactics. Hegseth emphasized that the increased investment would strengthen deterrence against adversaries like Russia and China. The deal marks a dramatic shift in NATO’s strategic posture and a major diplomatic victory for the Trump administration. Please Like, Comment and Follow 'Broeske & Musson' on all platforms: --- The ‘Broeske & Musson Podcast’ is available on the KMJNOW app, Apple Podcasts, Spotify or wherever else you listen to podcasts. --- ‘Broeske & Musson' Weekdays 9-11 AM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Facebook | Podcast| X | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.

From the BBC World Service: We start today's show in the Netherlands, where President Donald Trump is for the NATO Summit. Most European countries have agreed to up their defense spending to 5% of GDP, though Spain has been less forthcoming. Then, India's dark stores deliver to online shoppers in just 10 minutes. What's the impact on retailers? And, demonstrators protest the lavish wedding of Jeff Bezos in Venice by throwing inflatable alligators into some of the city's iconic canals.

From the BBC World Service: We start today's show in the Netherlands, where President Donald Trump is for the NATO Summit. Most European countries have agreed to up their defense spending to 5% of GDP, though Spain has been less forthcoming. Then, India's dark stores deliver to online shoppers in just 10 minutes. What's the impact on retailers? And, demonstrators protest the lavish wedding of Jeff Bezos in Venice by throwing inflatable alligators into some of the city's iconic canals.

President Donald Trump is standing by his statement about the severe damage US strikes did to Iran's nuclear facilities, despite intelligence saying otherwise. NATO's chief has praised Trump for forcing members to boost their defense spending. The Trump administration is being ordered to return another wrongly deported man to the US. We'll explain how a study that doesn't appear to exist was going to be used in a presentation to CDC advisors. Plus, a rare inland sea is forming in one of the driest places on Earth. Learn more about your ad choices. Visit podcastchoices.com/adchoices

President Donald Trump announced Wednesday that the U.S. and Iran will hold talks next week. He said the U.S. would continue to ask for no nuclear, adding that Iran's nuclear has been destroyed. Trump hailed U.S. strikes on Iran's nuclear sites while at the NATO summit in The Hague, saying they had halted the Israel–Iran conflict.NATO leaders on Wednesday backed the big increase in defence spending that President Trump had demanded, and restated their commitment to defend each other from attack after a brief summit in the Netherlands.New York state assemblyman Zohran Mamdani has claimed victory in the first round of the Democratic primary for New York City mayor, while former Gov. Andrew Cuomo has conceded.

AP correspondent Ed Donahue reports on efforts to end the war in Ukraine.

NATO Leaders Discuss Increasing Defense Spending; Trump Defends Iran Nuclear Facility Strikes | NTD Good Morning

The Kremlin says NATO is on a path of militarization, as the alliance gathers in The Hague in a new push to raise the defense budget.

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Iran and Israel appeared to be nearing a pause in their 12-day war after President Donald Trump announced a surprise ceasefire in a conflict that saw key Iranian military leaders and scientists killed, US bombing of Iranian nuclear sites and a salvo of missiles launched at Qatar. (2) An attack on a US air base near Doha on Monday that Iran billed as a retaliation to American airstrikes ordered by President Donald Trump ended with missiles were intercepted in the air, and no one was killed or hurt. The Qataris knew the missile barrage was coming. So did the Americans. The Iranians had told them. (3) Oil extended a slump as US President Donald Trump announced a tentative ceasefire between Iran and Israel. (4) UK Prime Minister Keir Starmer will vow to spend 5% of British economic output on security by 2035, embracing an ambitious NATO target sought by President Donald Trump without providing a path on how to get there. (5) The European Union and Canada have signed a security partnership that moves them closer to cooperation on military purchases, as Prime Minister Mark Carney aims to reduce his country’s dependence on the US for defense. (6) UK Prime Minister Keir Starmer welcomed a three-year program by Amazon.com Inc. to invest £40 billion ($54 billion) in the British economy over the next three years, including opening four new warehouses.Podcast Conversation: Ireland Sees Thousands of Jobs at Risk From US Pharma Tariffs and Stephen meeting Ireland's Finance MinisterSee omnystudio.com/listener for privacy information.

It may be logical to assume that economically speaking as Germany goes, so goes Europe. Confluence Associate Market Strategist Daniel Ortwerth joins Phil Adler with a profile of Germany's new chancellor and what investors can expect from his leadership.

Story of the Week (DR):Warner Bros. Discovery Reworks CEO Pay, Reducing David Zaslav's Massive Compensation DRDavid Zaslav will take a pay cut after Warner Bros. Discovery splits up—with a big hit to his bonusDavid Zaslav Is Getting a Pay CutWarner Bros to significantly slash CEO David Zaslav's pay packageWarner Bros Discovery CEO David Zaslav Pay to Drop After Company SplitDavid Zaslav's Pay To Be “Substantially” Lowered Ahead Of Split, WBD Says, But CEO Will Still Reap RewardsIf Zaslav hits 100% of his operational and financial goals in the first year after the split, his target pay will be $16.5mn, compared with $37mn in the current contract. If he hits 200% of the targets, it will be as high as $30mn, the company said on Monday.However, the bulk of Zaslav's future pay will be based on stock options after shareholders rebuked a model based on free cash flow generation.The securities filing made late on Monday said the beleaguered media boss would receive about 24mn in WBD shares that could be purchased for the current $10.16 price.If the share price were to double, the package could eventually be worth nearly $250mn.Two weeks after 60% of Warner Bros. Discovery shareholders rejected CEO David Zaslav's $52M pay plan, the Compensation Committee restructured his plan using Hollywood's latest CGI, special effects, and most seasoned stunt doubles: his new plan reduces his annual pay targets significantly–from $37M to $17M if he hits 100% of his targets–but the devil is in the details as he is eligible for $37M if he reaches 200% of his targets and is getting a massive option grant of 21 million shares at an extremely low strike price of around $10 per share, giving him the theoretical opportunity to make $1.4B if Warner Brothers' share price regains its 2021 high of $77.Boeing's longest-tenured director Lynn Good joins the Board of Morgan Stanley just two days after the crash of a Boeing 787 Dreamliner in India killed more than 200 people.Airbnb CEO Brian Chesky says his company is a 'convenient scapegoat' as European cities protest overtourism“In Barcelona, housing prices rose 60% over the past decade, but Airbnb listings actually decreased. So we can't be the culprits.”Corporate Italy lacks female CEOs, stock exchange head warnsClaudia Parzani, the head of Milan's stock exchange: Italy lacks women in position of leadership and that's a cultural issue that the business community needs to fix: “Last year we probably reached the lowest level of female CEOs leading listed companies at Milan's Stock Exchange.” Of course the article provided no data.Australia's highest-paid CEOs revealed — and the one woman on the listShemara Wikramanayake, the only woman in the top 20, made $30 million as CEO of Macquarie Group.Goodliest of the Week (MM/DR):DR: What Is a ‘Fridge Cigarette'? A New Term for Diet Coke Gains Traction. MM DR MM: Lawyers Just Discovered Something About Meta's AI That Could Cost Zuckerberg Untold Billions of DollarsIt spits out large portions of books verbatimMM: Disturbing Test Shows What Happens When Tesla Robotaxi Sees a Child Mannequin Pop Out From Behind a School BusAssholiest of the Week (MM): Musk's xAI Burns Through $1 Billion a Month as Costs Pile Up DRxAI: $12bn/yr burnWe build AI specifically to advance human comprehension and capabilities.Musk says SpaceX vision for Mars will save humanity as he continues to push human extinction fearsOpenAI: $5bn/yr burnOpenAI is an AI research and deployment company. Our mission is to ensure that artificial general intelligence benefits all of humanity.Anthropic: $3bn/yr burnWe strive to make decisions that maximize positive outcomes for humanity in the long run.Act for the global good.Low end estimate to end world hunger per year: $7bnWorld Bank estimate for clean water for all humanity: $150bn/yearNumber of US households without water access: 19mCompliance costs for Clean Air Act: $65bn/yrAnd the great AI investment is getting us…Lowe's CEO says young workers should stay away from the corporate office and close to the cash register"AI isn't going to fix a hole in your roof," Lowe's CEO Marvin Ellison said. "It's not going to respond to an electrical issue in your home. It's not going to stop your water heater from leaking."Amazon CEO tells employees to expect cuts to white-collar jobs because of AIAs ChatGPT Linked to Mental Health Breakdowns, Mattel Announces Plans to Incorporate It Into Children's ToysSeems like, like all tech bro toys, they start with “good of humanity” and end with “rich”Dario Amodei net worth: 1.2bnMusk net worth: 406bnAltman net worth: 1.8bnSpotify's Daniel Ek leads $694 million investment in defense startup Helsing DRPalantir, Meta, OpenAI execs to commission into Army reserve, form ‘Detachment 201'OpenAI wins $200 million U.S. defense contractSpeaking of tech bro middle school manbabies… ever notice how when they're done building their “innocent” empire (paying for things online! 3d goggles! Internet friends!), at some point while swimming in their dual class billions they invest in “defense”?Is it just that middle school boys love things that blow up? Is it really so simple that they all stopped maturing at age 13?Headliniest of the WeekDR: Dimon: CEOs can't expect "everything to be constantly easy"DR: On Juneteenth, Trump says the US has 'too many' holidays "Too many non-working holidays in America … The workers don't want it either!"MM: Jamie Dimon says creating a functional workplace means firing 'a—holes'Who Won the Week?DR: Airbus. Because it's not Boeing.MM: RFK Jr - attacking pharma ads? Good. Healthy Starbucks? Good. Not being involved in starting world war III with Iran? Good. OMG, RFK Jr won the week… PredictionsDR: Tech CEOs start wearing military hats with the main decal being a digital number representing their wealth calculated to the second based on current share price; gold stars representing how many votes per share their class B holdings represent; and stripes represent how many years of college they did NOT attend: 3 stipes meaning they dropped out 2nd semester of first yearMM: Boeing's Ortberg, after reading this paper (Chief executive officer (CEO) Machiavellianism and executive pay.) on how CEOs who act like Machiavelli suggested are successful, decides to fire HALF of Boeing, and give the other half donuts on Fridays in the breakroom because, “...any cruelty has to be executed at once, so that the less it is tasted, the less it offends; while benefits must be dispensed little by little, so that they will be savored all the more.”

AP correspondent Karen Chammas reports on Spain and NATO Defense spending.

A new report was released showing the top ten states that are invested in the most by the US Department of Defense. Connecticut landed at number 6. We spoke with Senator Richard Blumenthal, a member of the Senate Armed Services Committee who often voices on matters like national security, Dept. of Defense budgets, military operations, and weapons systems. Image Credit: Getty Images

In the United States, about one sixth of the federal budget goes to defense.  Why are many Americans so passive in the face of the massive expenditures for defense that crowd out spending on human needs like education, healthcare and infrastructure? Why does much of the media accept the status quo? And is all of this spending making Americans and the world any safer?Our guest helping tackle these questions is anthropologist Stephanie Savell. Savell is the Co-Director of Costs of War at Brown University, an interdisciplinary research project focused on the impact of the post 9/11 wars in Afghanistan, Iraq and beyond; the U.S. global military footprint; and the domestic effects of US military spending. Savell's own research highlights US military involvement around the world, most notably in Africa, the Middle East and Central Asia. In many of these places, American assistance has served to fuel existing conflicts, and provided governments with tools and justification to target Muslim populations. But, Savell says, it doesn't have to be this way. This episide was originally published in December 2023.MORE FROM COSTS OF WARStephanie Savell's map of US counterterrorism operations 2021-2023The Costs of United States' Post-9/11 “Security Assistance”: How Counterterrorism Intensified Conflict in Burkina Faso and Around the World by Stephanie Savell Why Media Conflation of Activism with Terrorism Has Dire Consequences: The Case of Cop City by Deepa Kumar ABOUT THE SHOW The Making Peace Visible podcast is hosted by Jamil Simon and produced by Andrea Muraskin. Our associate producer is Faith McClure. Learn more at makingpeacevisible.orgSupport our work Connect on social:Instagram @makingpeacevisibleLinkedIn @makingpeacevisibleBluesky @makingpeacevisible.bsky.social We want to learn more about our listeners. Take this 3-minute survey to help us improve the show!

Guest: Vice-Admiral (Ret'd) Mark Norman, Canada's former vice chief of defence staff, retired leader of the Royal Canadian Navy.

Prime Minister Mark Carney said the era of United States dominance on the world stage is over, during a huge announcement he made today about our NATO commitments. Is there a legitimate argument for increasing Canada's spending on defense beyond 2% of the national GDP, as PM Carney has suggested? How will an additional $20 Billion investment in Canada's military be used? What about US President Donald Trump's “golden dome” idea? Let's talk about Canada's commitment to our NATO alliance and humbly offer Bill's opinion on this generation-making matter. In Episode 158 of The Bill Kelly Podcast, Bill explores the complex balancing act between strengthening our military, safeguarding domestic integrity, and confronting global realities. As global instability mounts, Canada's role in international security is under the spotlight like never before. Can we rise to the occasion — or are we already behind?CHAPTERS00:00 Introduction to Military Spending in Canada02:23 Canada's Commitment to NATO and Military Spending05:40 Challenges in Military Recruitment and Retention08:28 The Debate on Defense Spending and Sovereignty11:21 Canada's Role in NATO and Global SecurityFURTHER READINGCarney says Canada too reliant on U.S. for defence as he hikes military spendinghttps://www.theglobeandmail.com/canada/article-carney-defence-spending/Defence spending hike a ‘great opportunity' to reshape Canada's role on global stage: NATO experthttps://www.ctvnews.ca/video/2025/06/09/defence-spending-hike-a-great-opportunity-to-reshape-canadas-role-on-global-stage-nato-expert/Carney says Canada will meet 2% NATO spending target by Marchhttps://www.cbc.ca/news/politics/carney-canada-to-meet-two-per-cent-nato-1.7555928Canada to meet NATO spending threshold before schedule, Carney sayshttps://www.aljazeera.com/news/2025/6/9/canada-to-meet-nato-spending-threshold-before-schedule-carney-saysHASHTAGS#News#Politics#BreakingNews#politicalnews#newsupdate#canadanews#CanadaElection#canadianpolitics#CanadianNews#podcast#NewsPodcast#PoliticalPodcast#PoliticalNews#PoliticalCommentary#Election2025#NewsUpdates#PoliticalDebate#PoliticalInsights#CurrentAffairs#NewsCommentary#PoliticalCommentary#TodayNews#NewsToday#Liberals#LiberalParty#NATO#CanadaUSRelations This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit billkelly.substack.com/subscribe

In an announcement including billions of spending on defence, Prime Minister Mark Carney says the era of U.S. dominance is ending. Carney says Canada must stop relying on the Americans for protection, and will meet the NATO military spending target of two per cent of GDP by March. That will mean arming the military with new subs, armored vehicles, and drones, and an increased focus on the Arctic, and cybersecurity and AI.And: Tension is building in the streets of Los Angeles and the rhetoric is ramping up in Washington D.C. U.S. Marines are reportedly joining the National Guard in response to ongoing immigration protests. U.S. President Donald Trump says, if he were border czar Tom Homan, he would arrest California Governor Gavin Newsom.Also: Six babies have been born with the measles in Ontario since the current outbreak started last fall. Doctors are saying there should be more effort to protect pregnant people – or even those planning to conceive.Plus: Closing arguments in the trial of five former Canada junior hockey players, civil liberties groups worried about the Strong Borders Act, and more.

Vassy Kapelos is joined by Mike Le Couteur, Senior Political Correspondent, CTV National News to talk through what we know so far. On today's show: Minister of Internal Trade Chrystia Freeland on the government's new One Canadian Economy bill and opposition concerns with it Eric Ham, CTV US Political Analyst and Former Congressional Staffer, on the ongoing protests in Los Angeles and the political firestorm that has developed Dan Kelly, CEO, Canadian Federation of Independent Business, on the importance of today's meeting addressing the removal of interprovincial trade barriers The Daily Debrief Panel with Zain Velji, a political campaign strategist and partner at Northweather, he formerly worked with Calgary Mayor Naheed Nenshi and Alberta NDP Leader Rachel Notley; Tom Mulcair, CTV Political Analyst and Former NDP Leader; and Tim Powers, Chairman of Summa Strategies and managing director of Abacus Data Alberta Premier Danielle Smith on convincing BC Premier David Eby to be open to a west coast pipeline and optimism with new major energy infrastructure projects

Chinese President Xi Jinping underscores dialogue and cooperation to be the only correct choice for China and the U.S. Russia blasts NATO's defense spending boost as adding fuel to the fire in its conflict with Ukraine. Political tensions are flaring in the Democratic Republic of the Congo as former President Joseph Kabila faces accusations of aiding the M23 rebel group.

AP correspondent Karen Chammas reports on expected NATO spending hikes.

For review:1. Ukrainian negotiators said Russia had again rejected an "unconditional ceasefire - but the two committed to return the bodies of 12,000 Soldiers. The two sides agreed to exchange all sick and heavily wounded prisoners of war, as well those aged under 25.2. During talks in Istanbul, the Russian delegation handed Ukraine a "peace memorandum" with its proposals for a ceasefire, Russian-state media outlet TASS reported on June 2, publishing the alleged document.According to the document, among Russia key demands are the official recognition of Russia's annexation of Crimea, as well as the annexation of Ukraine's Kherson, Donetsk, Zaporizhzhia, and Luhansk oblasts. Other demands include that Ukraine sticks to its neutral status, abandons its aspirations to join NATO, and an official end to Western arms supplies and intelligence sharing with Ukraine.3.  Iran Readies a "No" Response to US Talks Proposal. “Iran is drafting a negative response to the US proposal, which could be interpreted as a rejection of the US offer,” the senior diplomat, who is close to Iran's negotiating team, told Reuters.The US  proposal for a new nuclear deal was presented to Iran on Saturday by Oman's Foreign Minister (Sayyid Badr Al-Busaidi).4. The Israel Defense Forces said Monday it had expanded its ground offensive against Hamas in Gaza over the past day. Palestinian media reported overnight that Israeli ground forces were approaching southern Gaza's Khan Younis.5. UK to Increase Defense Spending to 2.5% GDP by 2027. The UK Prime Minister (Sir Keir Starmer) said the increases represent “the largest sustained increase in defense spending since the end of the Cold War.” 6. The United States is urging Australia to raise defense spending to 3.5% of GDP.Australia already plans to raise its defense budget to 2.4% of GDP by 2033-34, up from the about 2% it spends now.7.  The Navy awarded a $536 million contract to NorthStar Maritime Dismantlement Service to dismantle, recycle and dispose of the former aircraft carrier Enterprise (CVN-65)- a four-year undertaking.  

From the BBC World Service: Britain will boost its nuclear-powered attack submarine fleet to move to a state of "warfighting readiness,” as Prime Minister Keir Starmer declined to set a precise date for when UK defense spending would hit 3% of GDP.

From the BBC World Service: Britain will boost its nuclear-powered attack submarine fleet to move to a state of "warfighting readiness,” as Prime Minister Keir Starmer declined to set a precise date for when UK defense spending would hit 3% of GDP.

Mark and I are back from most of May taking care of business!Time for a MIDRATS!Show LinksPentagon chief tells Asian allies: Raise defence spending to 5% of GDP like EuropeTom Shugart post on PRC ship in Norfolk, from APR 20241980s Strategic Homeporting InitiativeClaude Berube on OSS developing deep strike drone boats against Japanese bridges and tunnels in WW2Operation PigeonBat bombsThe Atlantic on Who Killed America's Shipbuilding Industry?Korean Shipyard ModernizationNavy Secretary "Shocked and Dismayed" at Condition of Base Housing on GuamSummaryIn this episode, Sal and Mark discuss the latest developments in the Russia-Ukraine War, focusing on Ukraine's innovative strategies and the implications for modern warfare. They explore the role of AI in military operations, the importance of strategic home porting, and the vulnerabilities in military infrastructure. The conversation also touches on the future of U.S. defense spending and the need to revitalize America's shipbuilding industry.TakeawaysThe Ukraine conflict has highlighted innovative military strategies.AI is becoming increasingly integrated into modern warfare.Strategic home porting is essential for national security.Military infrastructure vulnerabilities need urgent attention.Dispersing military assets can reduce risk in conflict scenarios.Revitalizing shipbuilding is crucial for military readiness.Simplifying the acquisition process can enhance military capabilities.Caring for military personnel is a priority for effective defense.Lessons from Ukraine can inform future military strategies.Chapters00:00: Introduction and Overview of Current Events02:11: Analysis of the Russia-Ukraine Conflict06:35: Technological Advancements in Warfare12:18: Strategic Homeporting and Military Vulnerabilities18:42: Lessons from Historical Military Engagements24:51: Infrastructure and Operational Challenges32:09: Rebuilding Naval Bases and Infrastructure34:39: Hardening National Defense and Infrastructure36:08: Geopolitical Concerns: China and Russia40:18: Shipbuilding Industry Challenges and Innovations46:13: Defense Spending and Budget Allocation50:36: Leadership and Accountability in Defense Programs53:32: The Future of Warfare and Military Strategy

Michelle Gibley breaks down the latest on the U.S.-China trade front, after a U.S. court blocks many of the Trump administration's reciprocal tariffs. Gibley notes that even if the tariffs are eventually lifted, the ongoing uncertainty will continue to weigh on trade negotiations and the economic outlook. Looking abroad, she highlights Europe as a bright spot and discusses the potential for other European countries to follow suit.======== 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

Greg Brady spoke to Kate Harrison, Political Analyst, Vice Chair at Summa Strategies about the U.S. Trade Court blocking Trump's tariffs and Carney's defense spending and G7 summit. Learn more about your ad choices. Visit megaphone.fm/adchoices

Find us at www.crisisinvesting.com In this episode, we return from a week off to discuss the latest political and economic happenings. They delve into the One Big Beautiful Bill Act that has been passed by the House, although not yet by the Senate. Highlights of the bill include permanent tax cuts, adjustments in the child tax credit, and increased defense spending. The conversation also covers Elon Musk's struggles with government cuts, the convoluted student loan system, and the rise of AI regulations. With in-depth analysis, they discuss the geopolitical tensions involving Russia and Ukraine, and Israel and Iran. Additionally, they explore the intricacies of the Golden Dome defense project, rising cyber attacks, and the concerning state of mining companies in the market. The episode concludes with discussions on nonprofit oversight, the controversial portrait of Donald Trump on a government building, and notable figures like Rahm Emanuel considering a presidential run. 00:00 Introduction and Weekly Recap 00:05 Overview of the OBA Bill 00:20 Permanent Tax Cuts and Deficit Concerns 01:14 Doge Provisions and Musk's Resignation 03:55 Child Tax Credit and SALT Deduction Cap 05:11 Tax Exemptions and Trump's Savings Accounts 07:08 Debt Ceiling Increase and Financial Concerns 08:22 Healthcare and Social Services Reforms 12:16 Student Loan Policy and Education Costs 14:27 Defense Spending and Border Security 17:37 AI Regulation Moratorium and Green Energy Rollbacks 18:36 IRS Direct File Program Termination 20:28 University Endowment Tax and Nonprofit Oversight 24:28 National Debt Increase and Senate Opposition 25:59 Trump's Megalomania and Public Image 29:12 Rahm Emanuel's Presidential Ambitions 30:29 Kanye West's Cancellation and Comeback 31:26 Dual Citizenship in High Government Positions 32:19 Trump's Control and Indictments 33:35 Epstein's Death and FBI's Response 35:54 Washington Post's Book Recommendations 38:49 Golden Dome and Modern Warfare 41:12 Cyber Attacks and Global Tensions 49:03 Israel-Iran Conflict 56:04 Mining Stocks and Market Trends 01:00:26 Conclusion and Upcoming Topics

Today we had a fantastic conversation with Daan Struyven, Co-Head of Global Commodities Research and Managing Director, Head of Oil Research, alongside his colleague Lina Thomas, Commodities Strategist, with Goldman Sachs. Daan joined Goldman in 2015 and previously co-led the Goldman Global Economics team as well as the firm's Canada Economics research effort. He holds a Ph.D. in Economics from MIT. Lina joined Goldman after earning her Ph.D. in Economics from Harvard, where she focused on safe-haven assets. We were thrilled to welcome these Ph.D. powerhouses for a deep dive into a topic we haven't yet explored on COBT – the gold markets and how they intersect with oil, gas, copper, interest rates, tariffs, geopolitics, central banks, structural market changes, and more. In our discussion, Lina provides a detailed overview of the historical inverse relationship between gold and interest rates, and highlights the unusual strength of the gold rally that began in 2022. She describes that the rally was triggered by the freezing of Russian central bank assets in February 2022, which prompted central banks, particularly those geopolitically aligned or close to Russia, to increase gold purchases to reduce reliance on politically vulnerable reserve assets. Lina explains that in addition to modest investor inflows, ongoing central bank demand has played a critical role in sustaining gold's price rise and discusses how geopolitical proximity is a key predictor of central bank gold buying. We explore Goldman's approach to estimating actual central bank purchases, which are underreported in official data, Russia's gathering of gold reserves ahead of its invasion of Ukraine, the effects of the war and subsequent sanctions, and how Russia rerouted its gold exports similar to its post-sanction oil trade. Daan outlines Goldman's copper market outlook, including their view on proposed copper tariffs, the anticipated supply deficit by 2026 due to limited investment in new projects, their copper price forecast, and the key short-term drivers influencing copper prices. We cover gold's unique role as a stock rather than a flow asset, with only about one percent of tradable gold coming from annual mine supply, why central banks favor gold over silver, Goldman's four structural investment themes (Dollar Diversification, Defense Spending, Disinvestment in Supply, and De-risking Energy Systems), the firm's crude oil outlook over the next year, and much more. We greatly appreciate Daan and Lina for sharing their time and perspectives. Mike Bradley opened the discussion by noting that “Trumpatility” has faded considerably, with the S&P 500 Volatility Index now trading near year-to-date lows. Ironically, this introduces some degree of risk as broader markets are now technically overbought. Moody's downgraded U.S. debt by one notch this past week but U.S. bonds and equities shrugged it off, mostly because U.S. bonds don't typically move on ratings changes, but more so on inflation and employment growth, while broader equities are driven mostly by forward earnings estimates. The U.S. dollar weakened slightly on the U.S. debt downgrade while Bitcoin and gold prices are trading near all-time highs, likely a reflection of growing U.S. debt levels. He wrapped up with a roundup of notable Energy & Electricity headlines, including: Blackstone Infrastructure's $11.5 billion acquisition of TXNM Energy; Strathcona Resource's $6 billion takeover offer for MEG Energy; Phillips 66's Proxy vote battle with Elliott (involving four board nominations); Trump's unexpected reversal of his recent shutdown of Equinor's Empire Wind 1 project off Long Island; and the recent decline in Permian oil rig count and the potential associated gas growth implications. Jeff Tillery also joined and peppered in his thoughts to the discussion. We hope you find today's discussion as insightful and interesting as we did. Our best to you all!

In this episode of Good Morning Liberty, Nate and Charles dive deep into the controversial 'One Big Beautiful Bill.' They critique the bill's components, including the potential effects of making the Tax Cuts and Jobs Act permanent, Medicaid cuts, and increased spending on Border Patrol and Defense. They also address Moody's downgrade of the US credit rating and discuss the long-term impact of the bill relative to current and future government spending and taxation. Beyond these specifics, the hosts emphasize the need for fiscal responsibility and the challenges politicians face in implementing spending cuts. (00:00) Introduction (01:50) Discussion on the 'One Big Beautiful Bill' (02:43) Moody's Credit Rating Downgrade (04:35) Tax Cuts and Jobs Act Debate (07:03) Projections and Realities of the Bill (18:37) Work Requirements and Social Programs (20:04) Immigration and Border Security Funding (21:24) Defense Spending and Military Quality of Life (22:12) Student Loans and University Endowments (24:18) Fiscal Responsibility and Tax Cuts (25:21) The True Cost of Government Spending (26:08) Interest on Debt and Deficit Projections (29:29) Historical Spending and Taxation Trends (33:13) Political Promises and Fiscal Reality (34:13) Debunking Misconceptions About Tax Increases (35:08) The Need for Spending Cuts and Fiscal Reform (44:12) Proposals for Limiting Government Spending (46:43) The Role of Public Awareness and Action (48:41) Conclusion and Call to Action   Links:   https://gml.bio.link/   YOUTUBE:   https://bit.ly/3UwsRiv   RUMBLE:   https://rumble.com/c/GML   Check out Martens Minute!   https://martensminute.podbean.com/   Follow Josh Martens on X:   https://twitter.com/joshmartens13   Join the private discord & chat during the show!   joingml.com   Bank on Yourself bankonyourself.com/gml   Get FACTOR Today! FACTORMEALS.com/factorpodcast     Good Morning Liberty is sponsored by BetterHelp! Rediscover your curiosity today by visiting Betterhelp.com/GML (Get 10% off your first month)     Protect your privacy and unlock the full potential of your streaming services with ExpressVPN. Get 3 more months absolutely FREE by using our link EXPRESSVPN.com/GML  

Sir Niall Ferguson, renowned historian and Milbank Family Senior Fellow at the Hoover Institution, joins Azeem Azhar to discuss the evolving relationship between the U.S. and China, Trump's foreign policy doctrine, and what the new global economic and security order might look like. (00:00)  What most analysts are missing about Trump (05:43)  The win-win outcome in Europe–U.S relations (11:17)  How the U.S. is reestablishing deterrence (15:50)  Can the U.S. economy weather the impact of tariffs? (23:33) Niall's read on China (29:29)  How is China performing in tech? (33:35)  What might happen with Taiwan (42:43) Predictions for the coming world order Sir Niall Ferguson's links:Substack: Time MachineBooks: War of the World, Doom: The Politics of CatastropheTwitter/X: https://x.com/nfergusAzeem's links:Substack: https://www.exponentialview.co/ Website: https://www.azeemazhar.com/ LinkedIn: https://www.linkedin.com/in/azhar Twitter/X: https://x.com/azeem Our new show This was originally recorded for "Friday with Azeem Azhar" on 28 March. Produced by supermix.io and EPIIPLUS1 Ltd

In this episode, Matt and Doug discuss the broader implications of Trump's economic plan, including his focus on tariffs and national security. They dive into whether national security threats are real or a governmental construct and analyze the underlying motivations behind Trump's economic strategies and defense spending. Doug calls into question the efficacy and real purpose of the tariffs and the trillion-dollar defense budget, suggesting that these moves might be aimed at countering China's growing economic power. They also explore the potential global consequences of these policies, including a possible lead-up to World War III, and highlight the current state of the stock and bond markets, gold prices, and the potential for a mining boom. Throughout, they put forth a call to action for listeners to review their personal financial positions, particularly in terms of gold and silver investments, amidst the evolving global economic landscape. 00:00 Introduction and Overview 00:08 The Trump Economic Plan and Tariffs 00:50 National Security Debate 03:23 Defense Spending and Priorities 04:32 China's Economic Power 05:27 US Manufacturing Challenges 07:48 Tariffs and Trade Deficits 08:52 Global Trade Dynamics 10:45 US Foreign Policy and Military Actions 17:16 Ukraine Conflict and US Involvement 22:32 Impact of Drone Strikes on Russia 25:06 The Trump Regime and Anti-Woke Sentiments 27:13 Impact of Tariffs on Manufacturing 29:01 Liberation Day and Economic Consequences 34:27 Stock Market and Investment Strategies 36:00 Gold and Financial Chaos 41:40 National Security and Global Order 44:29 Final Thoughts and Viewer Engagement

From the BBC World Service: Finland is planning to boost defense spending by $3.2 billion because of security worries. The Nordic country has seen a boom in its defense tech industry since the start of the war in Ukraine. Plus, we’ve been visiting marketplaces as part of our special “Tricks of the Trade” series. This time, we’re at London’s Borough Market, which attracts 20 million visitors a year.

From the BBC World Service: Finland is planning to boost defense spending by $3.2 billion because of security worries. The Nordic country has seen a boom in its defense tech industry since the start of the war in Ukraine. Plus, we’ve been visiting marketplaces as part of our special “Tricks of the Trade” series. This time, we’re at London’s Borough Market, which attracts 20 million visitors a year.

Ben Cohen, legendary co-founder of Ben & Jerry's Ice Cream, has long fought for progressive causes ranging from ending war to saving the environment. In this conversation with Jimmy Dore Cohen talks about seizing the opportunity of a second Donald Trump administration to cut the defense budget and redirect those precious funds to address the pressing needs of struggling Americans. Plus segments on rapper Li'l Yachty calling out Black Lives Matter as a grifting organization and the giant highway being carved into the Brazilian rainforest to make travel easier to an upcoming climate conference. Also featuring Mike MacRae, Kurt Metzger and Stef Zamorano. And a phone call from Chuck Schumer and Elon Musk!