Podcasts about defense spending

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.

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”

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

China has condemned Japan's substantial increase in defense spending, saying the move exposes what Beijing calls the "sinister intention" of Japanese right-wing forces of advancing remilitarization.

Beijing condemns Japan's substantial increase in defense spending after the Japanese cabinet approved a draft budget for fiscal year 2026 (01:01). China's high-speed rail network surpasses 50,000 kilometers with the opening of a new line in the country's northwest (17:29). The U.S. president confirms his country's military strikes against Islamic State targets in Nigeria (20:00).

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

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

A new federal spending forecast is out and it paints two different pictures for defense and civilian agencies. The Professional Services Council projects that defense spending will keep climbing through 2035. But civilian agencies aren't so lucky, analysts predict that non-defense budgets are likely to remain flat or shrink. Federal News Network's Anastasia Obis has more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

China is raising concerns over Japan's increased military spending amid the tensions over the Taiwan region (01:04). U.S. and Ukrainian officials say their talks on a Russia-Ukraine peace deal have been productive (09:35). And China's Hainan Province is preparing for a surge in tourism with the island's special customs operations soon taking effect (19:00).

Today from SDPB - a look at Rapid City's housing during a period of development and growth, Sioux Falls prepares for a winter of firsts and federal spending for Ellsworth Airforce Base.

 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

Tony Bancroft doesn't see much downside when it comes to the defense sector. He points to increasing defense spending and rising geopolitical tensions benefitting companies like RTX Corp. (RTX) and Lockheed Martin (LMT). Tony later talks about the impacts to the aerospace industry and how companies like Boeing (BA) fly on defense tailwinds.======== 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

Stocks face a pivotal week ahead with a packed earnings docket and ongoing U.S. government shutdown concerns. Kevin Green explains why the focus remains on China-U.S. trade talks and relations. He also previews key upcoming earnings reports from Tesla (TSLA), Netflix (NFLX), and Coca-Cola (KO), and discusses the impact======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Senate set to vote on government funding and defense spending bills Thursday Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

 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.

On this episode of Chit Chat Stocks, Brett provides a comprehensive research report on a small-cap stock seeing rapid revenue growth due to changing dynamics in the defense sector. Subscribe to our newsletter for the full report, out Friday. We discuss:(00:00) Introduction(06:02) A New Player in Defense(10:47) Innovations in Subsea Technology(19:44) Product Categories and Market Applications(22:02) Competitive Landscape and Market Positioning(28:04) Regulatory Challenges and Industry Barriers(32:54) Building Trust in Defense Contracts(36:44) Anduril's Disruption in Defense Tech(38:50) Competitive Analysis(42:06) Future Growth Prospects (46:59) Management Insights and Leadership Transition(53:53) Financial Projections and Market Positioning*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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 *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

In this episode, Professor of Political Economy at Cambridge Helen Thompson joins the show to discuss how Trump's trade war, China's energy and rare earth dominance, the Western Hemisphere's oil boom, and NATO's fiscal squeeze are reshaping global power. Enjoy! __ Follow Helen: https://x.com/HelenHet20 Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:35) Today's Geopolitical Landscape (05:49) Parallels in History & China Difference (11:06) VanEck Ad (11:51) What are the Goals of Tariffs? (17:53) Fight Over Energy Commodities (27:45) VanEck Ad (28:25) How Will Energy Divide the World? (33:01) Balancing Debt with Defense Spending (38:43) Threat to Dollar as Reserve Currency (43:45) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

Keith Lerner of Truist Wealth and Kevin Mann of Hennion & Walsh share their market outlook. Eunice Yoon reports on China's latest crackdown on Nvidia's H20 chips, followed by Dan Niles of Niles Investment Management on the profit impact for Nvidia and AMD.Curtiss-Wright CEO Lynn Bamford joins in her first broadcast interview in her role on global defense spending and the surge in demand for nuclear energy. Plus, Diana Olick on employers tightening return-to-office rules.

The race between the United States and China for military superiority might be a lot more complicated and worrisome than the headline numbers suggest. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler with an update on US and Chinese defense spending and why it matters for investors.

Admiral Mark Montgomery (USN, Ret) goes through the long list with Hugh plus former Senator Talent’s take. Then, Hugh’s long interview with Jake Tapper and Alex Thompson about their book “Original Sin.”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

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.