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The NBA season kicked off last night…and it's the official league of wine.Warner Brothers Discovery stock jumped 11% on word of a bidding war… Netflix, Comcast, and Paramount all want to buy it.An old Chinese tradition is getting new attention… in-person Marriage Markets run by parents in the park.Plus, we found the perfect solution to shorten your screentime… The 6-pound phone case.$STZ $WBD $NFLXNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tribute to Daniel Suidani: Solomon Islands Hero Against CCP Aggression Cleo Paskal, Foundation for Defense of Democracies, with John Batchelor Paskal honors Daniel Suidani of the Solomon Islands, a hero who resisted CCP aggression and sought democracy and accountability. Suidani, a school teacher and premier of Malaita, issued a moratorium on CCP-linked businesses due to concerns over environmental, social, and political consequences. His principled stand, backed by traditional chiefs, held off actions like the installation of Huawei towers. His loss is a severe setback in the ongoing geopolitical contest as China seeks to dominate Indo-Pacific sovereign powers. 1944 SOLOMONS
EGeopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. QUEENSLAND
Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. 1905
Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. 1930 AUSTRALIA
Germany's Merz Under Pressure Amid Economic and Political Crises Judy Dempsey, Carnegie Endowment for International Peace, with John Batchelor Dempsey reports German Chancellor candidate Merz is under severe pressure due to a stagnant economy heavily reliant on China and the rise of the far-right AfD. Merz is challenged by internal coalition disagreements, particularly with the SPD over welfare reform. Europe's overall support for Ukraine remains largely rhetorical; arguments over sanctions and frozen Russian assets delay crucial material support needed by Zelensky. 1870 SCHWEINFURT
Germany's Merz Under Pressure Amid Economic and Political Crises Judy Dempsey, Carnegie Endowment for International Peace, with John Batchelor Dempsey reports German Chancellor candidate Merz is under severe pressure due to a stagnant economy heavily reliant on China and the rise of the far-right AfD. Merz is challenged by internal coalition disagreements, particularly with the SPD over welfare reform. Europe's overall support for Ukraine remains largely rhetorical; arguments over sanctions and frozen Russian assets delay crucial material support needed by Zelensky. 1945 BERLIN
SHOW 10-21-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1885 NYSE THE SHOW BEGINS IN THE DOUBTS ABOUT THE MARKET ON A BULL RUN... FIRST HOUR 9-915 Private Equity Tapped to Fund US Military Infrastructure Revamp Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the US Army's initiative to attract $150 billion from private equity giants for infrastructure upgrades, including data centers, leveraging private capital for necessary long-term investments. She notes the US economy shows accelerating growth, defying recession predictions, fueled by strategic investments in technology and domestic manufacturing. Peek also critiques the "No Kings" protest as a politically weak movement lacking a concrete agenda beyond expressing frustration with Trump. 915-930 Private Equity Tapped to Fund US Military Infrastructure Revamp Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the US Army's initiative to attract $150 billion from private equity giants for infrastructure upgrades, including data centers, leveraging private capital for necessary long-term investments. She notes the US economy shows accelerating growth, defying recession predictions, fueled by strategic investments in technology and domestic manufacturing. Peek also critiques the "No Kings" protest as a politically weak movement lacking a concrete agenda beyond expressing frustration with Trump. 930-945 Gaza Ceasefire and Regional Instability in the Middle East Jonathan Schanzer, Foundation for Defense of Democracies, with John Batchelor Schanzer analyzes the Gaza ceasefire, noting Hamas is deliberately slow-rolling the return of bodies to maintain leverage. New regional tensions are rising, including reports of Egypt moving aggressive offensive weapons into the Sinai and Turkey calling for a pan-Islamic offensive against Israel. Schanzer notes that internal power struggles between tribes and a weakening Hamas could lead to political fragmentation in Gaza. 945-1000 Gaza Ceasefire and Regional Instability in the Middle East Jonathan Schanzer, Foundation for Defense of Democracies, with John Batchelor Schanzer analyzes the Gaza ceasefire, noting Hamas is deliberately slow-rolling the return of bodies to maintain leverage. New regional tensions are rising, including reports of Egypt moving aggressive offensive weapons into the Sinai and Turkey calling for a pan-Islamic offensive against Israel. Schanzer notes that internal power struggles between tribes and a weakening Hamas could lead to political fragmentation in Gaza. SECOND HOUR 10-1015 Macron's Political Crisis and the Rise of the National Rally Joseph Sternberg, Wall Street Journal, with John Batchelor Sternberg explains that President Macron's political turmoil stems from his determination to avoid new elections, fearing defeat by Marine Le Pen's National Rally. Macron's reform agenda failed because he was perceived as an urban elite disconnected from voters and lacked a cohesive free-market vision. Sternberg also addresses Prince Andrew, noting his lack of accountability regarding his friendship with Jeffrey Epstein makes him a permanent liability for the monarchy. 1015-1030 Macron's Political Crisis and the Rise of the National Rally Joseph Sternberg, Wall Street Journal, with John Batchelor Sternberg explains that President Macron's political turmoil stems from his determination to avoid new elections, fearing defeat by Marine Le Pen's National Rally. Macron's reform agenda failed because he was perceived as an urban elite disconnected from voters and lacked a cohesive free-market vision. Sternberg also addresses Prince Andrew, noting his lack of accountability regarding his friendship with Jeffrey Epstein makes him a permanent liability for the monarchy. 1030-1045 The Financial Flow: China's Role in Fentanyl Money Laundering Josh Birenbaum, Foundation for Defense of Democracies, with John Batchelor Birenbaum discusses China's deep involvement in the fentanyl crisis, supplying precursor chemicals and dominating money laundering for Mexican cartels. Chinese money laundering gangs convert cartel dollars into RMB via a triangle system, catering to Chinese nationals who need US dollars outside of China's capital controls. Birenbaum suggests tracking dollars moving within the US and requiring proof of source of wealth for large purchases to disrupt this finance loop. 1045-1100 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. THIRD HOUR 1100-1115 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. 1115-1130 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. 1130-1145 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. 1145-1200 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. FOURTH HOUR 12-1215 1215-1230 1230-1245 Germany's Merz Under Pressure Amid Economic and Political Crises Judy Dempsey, Carnegie Endowment for International Peace, with John Batchelor Dempsey reports German Chancellor candidate Merz is under severe pressure due to a stagnant economy heavily reliant on China and the rise of the far-right AfD. Merz is challenged by internal coalition disagreements, particularly with the SPD over welfare reform. Europe's overall support for Ukraine remains largely rhetorical; arguments over sanctions and frozen Russian assets delay crucial material support needed by Zelensky. 1245-100 AM Germany's Merz Under Pressure Amid Economic and Political Crises Judy Dempsey, Carnegie Endowment for International Peace, with John Batchelor Dempsey reports German Chancellor candidate Merz is under severe pressure due to a stagnant economy heavily reliant on China and the rise of the far-right AfD. Merz is challenged by internal coalition disagreements, particularly with the SPD over welfare reform. Europe's overall support for Ukraine remains largely rhetorical; arguments over sanctions and frozen Russian assets delay crucial material support needed by Zelensky.
The Financial Flow: China's Role in Fentanyl Money Laundering Josh Birenbaum, Foundation for Defense of Democracies, with John Batchelor Birenbaum discusses China's deep involvement in the fentanyl crisis, supplying precursor chemicals and dominating money laundering for Mexican cartels. Chinese money laundering gangs convert cartel dollars into RMB via a triangle system, catering to Chinese nationals who need US dollars outside of China's capital controls. Birenbaum suggests tracking dollars moving within the US and requiring proof of source of wealth for large purchases to disrupt this finance loop.
Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party.
Think your mouse is harmless? Steve and Leo uncover how modern optical mice might be secretly "listening" in, and reveal why satellite data pouring down on us is almost entirely unsecured. The long awaited lawsuit to block Texas SB2420. Embattled Texas SB2420 also impacts Google Play. At long last, NIST modernizes their password policy. Scattered LAPSUS$ Hunters demise was exaggerated. China claims that the NSA has been hacking them. Half of all geosynchronous satellite traffic is unencrypted. The AWS outage highlights the rising risk of Internet monoculture. A terrific collection of listener feedback and... Could your PC's mousehave much bigger ears than you know? https://www.grc.com/sn/SN-1048-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: Melissa.com/twit hoxhunt.com/securitynow threatlocker.com for Security Now joindeleteme.com/twit promo code TWIT bitwarden.com/twit
Today we look at a few updates from pastors in China in the context of what Wang Yi calls "China's greatest evil", followed by a primer on persecution in Nigeria and how we can pray for people so far away and different from us (Hebrews 13:3 is the key)! Follow and/or message me on Twitter/X (@chinaadventures) where I post (among other things) daily reminders to pray for China.You can also email me @ bfwesten at gmail dot com. Last but not least, to learn more about our ministry endeavors or get one of my missionary biographies, visit PrayGiveGo.us! Wang Yi on China’s “Most Horrendous” Evil https://pubtv.flfnetwork.com/tabs/the-pub/podcasts/30293/episodes/32 “Moreover, I must point out that persecution against the Lord’s church and against all Chinese people who believe in Jesus Christ is the most wicked and the most horrendous evil of Chinese society. This is not only a sin against Christians. It is also a sin against all non-Christians. For the government is brutally and ruthlessly threatening them and hindering them from coming to Jesus. There is no greater wickedness in the world than this.If this regime is one day overthrown by God, it will be for no other reason than God’s righteous punishment and revenge for this evil. Inside Look at Chinese Persecution & Pressure the Past 5 Years https://chinapartnership.org/blog/2025/10/taiyuan-persecution-and-pressure/ What’s Up With Nigeria? https://www.opendoorsus.org/en-US/stories/10-things-you-need-to-know-about-violence-in-nigeria/ Nigeria is MUCH bigger than most of us imagine! (https://en.wikipedia.org/wiki/Nigeria) 224 million people (6th in the world, between Pakistan and Brasil) and about the same size as… All of the West Coast (CA, OR, WA) / All of Texas + Oklahoma / All of the Deep South (AR-SC, LA-FL) / All of the Eastern Seaboard (from SC up to Maine) / More than half the size of Alaska Follow China Compass Subscribe to China Compass on whichever platform you use, including Apple Podcasts! You can also contact me anytime on X: @chinaadventures or via email (bfwesten at gmail dot com). Hebrews 13:3!
In this week's show Patrick Gray and Adam Boileau discuss the week's cybersecurity news, including: China has been rummaging in F5's networks for a couple of years Meanwhile China tries to deflect by accusing the NSA of hacking its national timing system Salesforce hackers use their stolen data trove to dox NSA, ICE employees Crypto stealing, proxy-deploying, blockchain-C2-ing VS Code worm charms us with its chutzpah Adam gets humbled by new Linux-capabilities backdoor trick Microsoft ignores its own guidance on avoiding BinaryFormatter, gets WSUS owned. This episode is sponsored by Push Security. Co-founder and Chief Product Officer Jacques Louw joins to talk through how Push traced a LinkedIn phishing campaign targeting CEOs, and the new logging capabilities that proved critical to understanding it. This episode is also available on Youtube. Show notes Why the F5 Hack Created an ‘Imminent Threat' for Thousands of Networks | WIRED Breach at US-based cybersecurity provider F5 blamed on China, sources say | Reuters Network security devices endanger orgs with '90s era flaws | CSO Online China claims it caught US attempting cyberattack on national time center | The Record from Recorded Future News Hackers Dox Hundreds of DHS, ICE, FBI, and DOJ Officials Hackers Say They Have Personal Data of Thousands of NSA and Other Government Officials ICE amps up its surveillance powers, targeting immigrants and antifa - The Washington Post John Bolton Indictment Provides Interesting Details About Hack of His AOL Account and Extortion Attempt US court orders spyware company NSO to stop targeting WhatsApp, reduces damages | Reuters Apple alerts exploit developer that his iPhone was targeted with government spyware | TechCrunch A New Attack Lets Hackers Steal 2-Factor Authentication Codes From Android Phones | WIRED GlassWorm: First Self-Propagating Worm Using Invisible Code Hits OpenVSX Marketplace | Koi Blog European police bust network selling thousands of phone numbers to scammers | The Record from Recorded Future News Stephan Berger on X: "We recently took over an APT investigation from another forensic company. While reviewing analysis reports from the other company, we discovered that the attackers had been active in the network for months and had deployed multiple backdoors. One way they could regain root" / X Linux Capabilities Revisited | dfir.ch CVE-2025-59287 WSUS Remote Code Execution | HawkTrace TARmageddon (CVE-2025-62518): RCE Vulnerability Highlights the Challenges of Open Source Abandonware | Edera Blog Browser threat detection & response | Push Security | Push Security How Push stopped a high risk LinkedIn spear-phishing attack
A new crisis is brewing - banking sector again Markets is sideways mode The scary tariffs and a walk back Apple News........ PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter We're dedicating this episode to Sophia Maria — someone very special who left us too soon... Warm-Up - A new crisis is brewing - banking sector again - Markets is sideways mode - The scary tariffs and a walk back - Apple News........ - Announcing the WINNER of the CTP for LAC Markets - Yields dropping - Region bank scare due to 2/3 bankruptcies (new stress) - Fed stops tightening - why is that? - TACO trade is back - Buig Tech earnings on the way "Just when you think that the coast is clear - the banks will somehow screw things up" US Government Shutdown - Day 19? Bitcoin - Hits all-time high above $125,000 - then pulls back - Big moves with crypto last couple of weeks - Trump tariff comments spooked speculators -- Some coins were down 15-25% after the close on that Friday GOLDDDDDDDDDDDDDDDDDDDDDD! - Taking a walloping last couple of days... -- Was really overbought -- Silver getting hammered too (8% in 2 days) Gold, Silver BOOM - Also hits new highs - then backs off a tad - Major holiday in India --- First day of Diwali in India - Buying gold (and silver) on Dhanteras is considered highly auspicious. It symbolizes: -- Wealth and prosperity, invoking blessings from Goddess Lakshmi (the deity of wealth). -- Health and longevity, honoring Lord Dhanvantari, the divine healer who is believed to have emerged with the nectar of immortality on this day. -- Financial stability, as gold is seen as a secure and pure investment. New Phrase - Like the use of TAM - Total Addressable Market or other PR phrases.... - "Right to win" is a business strategy concept that refers to a company's ability to enter a competitive market with a high probability of success, based on its unique advantages. It is not an automatic entitlement but is earned through a coherent strategy that aligns a company's "way to play" (its strategy) with its core capabilities and assets. This requires a clear, sustainable competitive advantage over rivals - Heard this just today TWICE - CEO of NASDAQ and CEO of Goldman Sachs - OBNOXIOUS! Super TACO - What was that? - Bad lunch or something? - 100% tariff on China - on a Friday afternoon - - Vance walks-back on Saturday - Just a negotiating tactic (so dumb) - Trump Walks back on Sunday Warnings - David Solomon (GS CEO) - Speaking at Italian Tech Week in Turin, Italy, he said a “drawdown” was likely to hit stock markets in the coming two years. - Relating to the dot.com bubble: “You're going to see a similar phenomenon here,” he said. “I wouldn't be surprised if in the next 12 to 24 months, we see a drawdown with respect to equity markets ... I think that there will be a lot of capital that's deployed that will turn out to not deliver returns, and when that happens, people won't feel good.” More Warnings - Jamie Dimon talks about cockroaches related to the recent bankruptcies (where there is one - there are more...) - First Brands Group, an auto parts supplier, filed for bankruptcy with over $11.6 billion in liabilities. The company's use of invoice factoring—allegedly pledging the same receivables to multiple lenders—has triggered a federal investigation and raised alarms about off-balance-sheet financing. - Tricolor Holdings, a subprime auto lender, is accused of fraudulently pledging risky loan portfolios to multiple banks. The fallout has led to significant write-downs at institutions like JPMorgan and Fifth Third Bancorp. -- The regional banks under pressure as this is developing.
The Trump administration wins a major legal battle as a federal appeals court clears the way for National Guard troops to deploy to Portland to protect immigration operations. President Trump and the Australian Prime Minister sign a new framework deal to boost rare earth mineral production and reduce China's control over the global supply chain. The Trump administration carries out another strike on a suspected drug-smuggling vessel from South America, as former DHS Secretary Chad Wolf defends the aggressive new strategy and dismisses talk of regime change in Venezuela. Former Biden Press Secretary Karine Jean-Pierre promotes her new book Independent, explaining why she's leaving the Democratic Party while still defending President Biden in eyebrow-raising fashion. Riverbend Ranch: Visit https://riverbendranch.com/ | Use promo code MEGYN for $20 off your first order. Geviti: Go to https://gogeviti.com/megynand get 20% off with code MEGYN. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
⏱ Timestamps8:00 – Real Estate Dos & Don'ts: Lessons from Building a Home23:00 – AWS Shutdown: Global Impact29:00 – Amazon Stock Update34:00 – Tom Lee's Bitcoin Prediction: $250K by Year-End43:00 – Gold Hits a New All-Time High57:00 – Tech Stock Recap (Apple, AMD, Microsoft, TSM, Micron)1:21:00 – NVIDIA Leaves China1:33:00 – Top ETFs to Invest In1:38:00 – Government Shutdown: Impact on Futures Traders1:49:00 – Earnings Report Breakdown1:51:00 – Options Success Stories⸻
A massive outage of Amazon Web Services downed hundreds of popular websites and apps around the world. Ben Goggin from NBC News breaks down how the incident illustrates the interconnected nature of the modern internet. As authorities continue the search for the thieves who stole crown jewels from the Louvre, details on the brazen heist are coming to light. The Times reports. The Supreme Court heard arguments over whether drug users should be allowed to legally own guns. Maureen Groppe, Supreme Court reporter for USA Today, joins to discuss the case — and why the Trump administration is not on the side of gun owners in this time around. Plus, a federal court allowed Trump to send National Guard troops to Portland, how a new minerals deal between the U.S. and Australia relates to China, and the way new retinal-implant technology is helping some patients recover parts of their vision. Today’s episode was hosted by Shumita Basu.
It's an Emmajority Report Tuesday on the Majority Report On today's show: U.S. Agriculture Secretary Brooke Rollins blames decades of farm consolidation for the rising cost of beef — an issue the Biden administration tried to address through an executive order promoting antitrust enforcement and support for small farms. But last August, Trump repealed that order, encouraging further consolidation in the agricultural sector. Meanwhile, American farmers are frustrated over Trump's decision to bail out Argentina with $40 billion and his tariff policies that pushed China to buy soybeans elsewhere, including from Argentina. And when reporters press Trump on the topic, he gets noticeably defensive. Justice correspondent for The Nation, Elie Mystal joins the program to discuss the gutting of the Voting Rights Act and other recent rulings by the Supreme Court. In the Fun Half: Laura Ingraham hosts two "independent journalists" who claim that SEIU representatives were claiming to recruit "youths" into the DSA at the No Kings Rallies over the weekend. A clip from 2016 where RFK, Jr perfectly defines how Trump is building a vicious Batya Ungar-Sargon claims Trump has no history of racism only for Keith Boykin to rattle off a list of Trump's racist activity spanning six decades. All that and more The Congress switchboard number is (202) 224-3121. You can use this number to connect with either the U.S. Senate or the House of Representatives. Follow us on TikTok here: https://www.tiktok.com/@majorityreportfm Check us out on Twitch here: https://www.twitch.tv/themajorityreport Find our Rumble stream here: https://rumble.com/user/majorityreport Check out our alt YouTube channel here: https://www.youtube.com/majorityreportlive Gift a Majority Report subscription here: https://fans.fm/majority/gift Subscribe to the AMQuickie newsletter here: https://am-quickie.ghost.io/ Join the Majority Report Discord! https://majoritydiscord.com/ Get all your MR merch at our store: https://shop.majorityreportradio.com/ Get the free Majority Report App!: https://majority.fm/app Go to https://JustCoffee.coop and use coupon code majority to get 10% off your purchase Check out today's sponsors: DELTEME: Get 20% off your DeleteMe plan when you go to www.joindeleteme.com/MAJORITY and use promo code MAJORITY at checkout. SUNSET LAKE: Head to SunsetLakeCBD.com and use coupon code “Left Is Best” (all one word) for 20% off of your entire order Follow the Majority Report crew on Twitter: @SamSeder @EmmaVigeland @MattLech Check out Matt's show, Left Reckoning, on YouTube, and subscribe on Patreon! https://www.patreon.com/leftreckoning Check out Matt Binder's YouTube channel: https://www.youtube.com/mattbinder Subscribe to Brandon's show The Discourse on Patreon! https://www.patreon.com/ExpandTheDiscourse Check out Ava Raiza's music here! https://avaraiza.bandcamp.com
In this episode of China Decode, Alice Han and James Kynge break down Beijing's new export restrictions on rare earth minerals and what they mean for global supply chains, a British spy scandal rattling UK–China relations, and the growing space race that could determine who gets back to the moon first. Learn more about your ad choices. Visit podcastchoices.com/adchoices
SPONSOR: - Kindred Harvest - Kindred Harvest Tea Company is tea done the right way. Clean. All-natural. Blended and packed right here in the good ol’ USA. No toxins, no microplastics. Every batch tested by third parties. Even the bags are biodegradable. No glue, no ink, none of that garbage. Just honest-to-goodness tea. They’ve got something for everybody: a pick-me-up in the morning, caffeine-free at night, even iced tea the kids will drink. And you don’t have to worry about what’s hiding in it.So don’t drink China’s poison. Support American values, American quality, and take care of your family. Go to https://www.KindredHarvest.co and use code RICK for 20% off.See omnystudio.com/listener for privacy information.
SPONSOR: - Kindred Harvest - Kindred Harvest Tea Company is tea done the right way. Clean. All-natural. Blended and packed right here in the good ol’ USA. No toxins, no microplastics. Every batch tested by third parties. Even the bags are biodegradable. No glue, no ink, none of that garbage. Just honest-to-goodness tea. They’ve got something for everybody: a pick-me-up in the morning, caffeine-free at night, even iced tea the kids will drink. And you don’t have to worry about what’s hiding in it.So don’t drink China’s poison. Support American values, American quality, and take care of your family. Go to https://www.KindredHarvest.co and use code RICK for 20% off.See omnystudio.com/listener for privacy information.
SHOW 10-20-25 1965 GAZA POWS CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT THE GAZA CEASEFIRE... FIRST HOUR 9-915 Regional Powers React to Tenuous Gaza Ceasefire and Hostage Deal. Bill Roggio and Husain Haqqani discuss how the Gaza agreement is viewed regionally as a tenuous ceasefire and hostage deal, not a path to peace. Saudi Arabia was displeased, seeking a long-term Palestinian state solution. Egypt supported the quiet to prevent domestic instability and refugee influx. Conversely, Qatar and Turkey championed the ceasefire because they are invested in Hamas and want its political and military structure to survive. 915-930 Regional Powers React to Tenuous Gaza Ceasefire and Hostage Deal. Bill Roggio and Husain Haqqani discuss how the Gaza agreement is viewed regionally as a tenuous ceasefire and hostage deal, not a path to peace. Saudi Arabia was displeased, seeking a long-term Palestinian state solution. Egypt supported the quiet to prevent domestic instability and refugee influx. Conversely, Qatar and Turkey championed the ceasefire because they are invested in Hamas and want its political and military structure to survive. 930-945 China's Military Purge Signals Deep Crisis of Confidence in Xi Jinping. Charles Burton and Gordon Chang discuss how China expelled eight senior generals, signaling a severe internal crisis and lack of confidence in Xi Jinping's leadership, potentially orchestrated by his adversaries. This turmoil suggests foreign governments should interact carefully with Xi. Economically, figures show industrial production outpacing consumption, and proposals for mandated municipal consumption goals reflect a state struggling to maintain prosperity, leading to pervasive gloom among the people. 945-1000 China's Military Purge Signals Deep Crisis of Confidence in Xi Jinping. Charles Burton and Gordon Chang discuss how China expelled eight senior generals, signaling a severe internal crisis and lack of confidence in Xi Jinping's leadership, potentially orchestrated by his adversaries. This turmoil suggests foreign governments should interact carefully with Xi. Economically, figures show industrial production outpacing consumption, and proposals for mandated municipal consumption goals reflect a state struggling to maintain prosperity, leading to pervasive gloom among the people. SECOND HOUR 10-1015 US-Ukraine Summit Yields No Tomahawk Commitment; Focus on Attrition. John Hardie and Bill Roggio discuss how reports suggest President Trump pressed Zelensky to agree to a ceasefire based on Russian territorial demands, though no commitment was made on providing Tomahawk missiles. Tomahawks would provide Ukraine with a highly useful long-range strike capability but would not be a "wonder weapon." With Russia holding a material advantage, Ukraine's best strategy is exhausting Russia's offensive potential by inflicting disproportionate attrition, independent of Trump's softening support. 1015-1030 US-Ukraine Summit Yields No Tomahawk Commitment; Focus on Attrition. John Hardie and Bill Roggio discuss how reports suggest President Trump pressed Zelensky to agree to a ceasefire based on Russian territorial demands, though no commitment was made on providing Tomahawk missiles. Tomahawks would provide Ukraine with a highly useful long-range strike capability but would not be a "wonder weapon." With Russia holding a material advantage, Ukraine's best strategy is exhausting Russia's offensive potential by inflicting disproportionate attrition, independent of Trump's softening support. 1030-1045 Gaza Ceasefire Interrupted by Violence; Hamas Reasserts Dominance. David Daoud and Bill Roggio discuss how the Gaza ceasefire was violated when Hamas killed Israeli soldiers, prompting Israeli retaliation to reinforce red lines without restarting the conflict entirely. Hamas is deliberately slowing the return of dead hostages to stabilize the ceasefire internationally. In Gaza, Hamas immediately began cracking down on rivals to reassert its dominance and prevent others from filling the power vacuum left by IDF withdrawals, signaling it remains the top power. 1045-1100 Gaza Ceasefire Interrupted by Violence; Hamas Reasserts Dominance. David Daoud and Bill Roggio discuss how the Gaza ceasefire was violated when Hamas killed Israeli soldiers, prompting Israeli retaliation to reinforce red lines without restarting the conflict entirely. Hamas is deliberately slowing the return of dead hostages to stabilize the ceasefire internationally. In Gaza, Hamas immediately began cracking down on rivals to reassert its dominance and prevent others from filling the power vacuum left by IDF withdrawals, signaling it remains the top power. THIRD HOUR 1100-1115 Houthis Maintain Threat Despite Gaza Ceasefire; New Military Chief Named. Bridget Toomey and Bill Roggio discuss how the Houthis have paused attacks in line with the Gaza ceasefire but remain capable and intent on striking Israel or the Red Sea if fighting resumes. They announced the death of strategic planner and Chief of Staff Muhammad al-Ghamari, who was killed by Israel. His replacement, Yusef al-Madani, is believed to have close ties and training with Iran. The Houthi core mission, driven by perpetual animosity toward America and Israel, remains unchanged. 1115-1130 Tomahawk Missile Threat Puts Pressure on Putin's Air Defenses. Rebecca Grant and Gordon Chang discuss how Russia is highly anxious about the possible deployment of US Tomahawk land-attack missiles to Ukraine. Tomahawks, with a 1,600-mile range, can fly low and strike over 60 Russian air bases and critical energy targets. Experts say the weapon presents an "almost unsolvable air defense problem" for Russia because Putin lacks sufficient air defense systems, like the S-400, to protect such a wide area. 1130-1145 US Pressure on Venezuela/Colombia Narco-States Splits Latin American Left. Ernesto Araújo and Alejandro Peña Esclusa discuss how the US military is ramping up pressure on narco-terrorism gangs operating out of Venezuela and Colombia, causing nervousness in the Maduro regime. Trump openly attacked Maduro's key ally, Colombian President Petro, calling him an accomplice and threatening to cut aid and raise tariffs. The Venezuelan opposition is heartened, believing Maduro's fall will expose deep drug-related corruption linking members of the São Paulo Forum across the continent. 1145-1200 US Pressure on Venezuela/Colombia Narco-States Splits Latin American Left. Ernesto Araújo and Alejandro Peña Esclusa discuss how the US military is ramping up pressure on narco-terrorism gangs operating out of Venezuela and Colombia, causing nervousness in the Maduro regime. Trump openly attacked Maduro's key ally, Colombian President Petro, calling him an accomplice and threatening to cut aid and raise tariffs. The Venezuelan opposition is heartened, believing Maduro's fall will expose deep drug-related corruption linking members of the São Paulo Forum across the continent. FOURTH HOUR 12-1215 China Dominates Ukraine's Drone Supply Chain Despite Export Controls. Jack Burnham discusses how Ukraine's survival relies on its ability to produce up to 200,000 FPV drones monthly. However, 97% of Ukrainian drone producers source primary components, including rare earths for engines and chips, from China. Despite China imposing export controls on finished drones, smaller components are circumvented and supplied to both Ukraine and Russia. Finding alternative, self-reliant supply chains, potentially through US allies like Taiwan, is crucial for Kyiv. 1215-1230 China's Economic Woes and Rare Earth Export Controls Raise Global Alarms. Elaine Dezenski discusses how the US Treasury Secretary remarked that China's worrying economic fundamentals—including high debt and youth unemployment—are leading Beijing to use tactics like rare earth export controls to undermine the global economy. China acts as a "non-market player" using subsidies and forced labor, which corrodes the free market. Experts suggest the US must acknowledge these non-market practices and push for transparency and adherence to new, strict global trade rules. 1230-1245 Iran Trash-Talks Trump; Nuclear Ambitions Become More Overt. Jonathan Sayeh and Bill Roggio discuss how Iran's Supreme Leader publicly rejected Trump's appeals for negotiations, a move primarily aimed at boosting domestic morale following regional setbacks. However, a top nuclear scientist overtly claimed Iran has the capacity to build a nuclear bomb, suggesting weaponization ambitions are becoming less covert. Tehran views its regional position as a lose-lose scenario but uses the Gaza ceasefire as a critical breathing room opportunity to rearm its weakened proxies. 1245-100 AM Hamas Cracks Down on Rival Clans in Gaza Post-Ceasefire. Ahmad Sharawi and Bill Roggio discuss how following the Gaza ceasefire, Hamas cracked down on rival clans and militias, like the Dughmush clan, to reassert its dominance. Hamas labeled the Dughmush clan, known for smuggling and past criminal activity, as Israeli collaborators. Anti-Hamas groups, including former PA security forces, are vastly outnumbered and less capable than Hamas, which remains the strongest faction in Gaza and uses these executions to deter future competition.
China's Economic Woes and Rare Earth Export Controls Raise Global Alarms. Elaine Dezenski discusses how the US Treasury Secretary remarked that China's worrying economic fundamentals—including high debt and youth unemployment—are leading Beijing to use tactics like rare earth export controls to undermine the global economy. China acts as a "non-market player" using subsidies and forced labor, which corrodes the free market. Experts suggest the US must acknowledge these non-market practices and push for transparency and adherence to new, strict global trade rules. 1899 CANTON (NOW GUANGZHOU)
China Dominates Ukraine's Drone Supply Chain Despite Export Controls. Jack Burnham discusses how Ukraine's survival relies on its ability to produce up to 200,000 FPV drones monthly. However, 97% of Ukrainian drone producers source primary components, including rare earths for engines and chips, from China. Despite China imposing export controls on finished drones, smaller components are circumvented and supplied to both Ukraine and Russia. Finding alternative, self-reliant supply chains, potentially through US allies like Taiwan, is crucial for Kyiv. 1917 ODESSA CIRCUS
China's Military Purge Signals Deep Crisis of Confidence in Xi Jinping. Charles Burton and Gordon Chang discuss how China expelled eight senior generals, signaling a severe internal crisis and lack of confidence in Xi Jinping's leadership, potentially orchestrated by his adversaries. This turmoil suggests foreign governments should interact carefully with Xi. Economically, figures show industrial production outpacing consumption, and proposals for mandated municipal consumption goals reflect a state struggling to maintain prosperity, leading to pervasive gloom among the people. 1925
China's Military Purge Signals Deep Crisis of Confidence in Xi Jinping. Charles Burton and Gordon Chang discuss how China expelled eight senior generals, signaling a severe internal crisis and lack of confidence in Xi Jinping's leadership, potentially orchestrated by his adversaries. This turmoil suggests foreign governments should interact carefully with Xi. Economically, figures show industrial production outpacing consumption, and proposals for mandated municipal consumption goals reflect a state struggling to maintain prosperity, leading to pervasive gloom among the people. 1879
6. US Military Infrastructure Needs Seek $150 Billion Investment from Private Equity Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the initiative by the President and his counselor to invite private equity firms to propose creative ideas for funding crucial infrastructure needs estimated at $150 billion. These necessary projects include building military bases and data centers for the future of AI and national security. Ideas welcomed involve trading land or offering investment opportunities for equity firms in the military department. Private equity manages vast sums, cited at $13 trillion, and is enthusiastically seeking decent returns on investment. The effort is part of a broader deal-making drive, similar to the rare earth agreement with Australia designed to offset China's capital contr
-- On the Show: -- Abigail Spanberger, Democratic Nominee for Governor of Virginia, joins us to discuss her race against Republican Winsome Earle-Sears on November 4th -- Chicago Mayor Brandon Johnson calls for a nationwide general strike as millions rally under the “No Kings” banner demanding collective power and accountability -- Donald Trump secretly begins demolishing parts of the White House to build a $250 million ballroom, bypassing oversight and sparking outrage over his disregard for history -- New analysis shows New England and New York could thrive independently as one of the richest nations, exposing red‑state dependence on federal subsidies -- Trump stumbles through incoherent interviews about China, healthcare, and foreign leaders, revealing worsening cognitive decline and erratic behavior -- White House Press Secretary Karoline Leavitt responds “your mom did” to a reporter asking why Trump and Putin will meet in Budapest, escalating the administration's immaturity -- Trump attacks GOP Rep. Thomas Massie after he demands the release of the Epstein files, fueling speculation that the president fears what the documents will reveal -- A ProPublica investigation finds Trump expanding anonymous federal forces with unmarked vehicles and warrantless arrests, echoing classic authoritarian secret‑police tactics -- On the Bonus Show: Americans can't afford their car payments, the Supreme Court will weigh in on gun rights for drug users, Seth Moulton challenges Ed Markey for Senate as Dan Koh enters the race for Congress, and much more...
Episode 696: Neal and Toby talk about the outage of Amazon Web Services that knocked out basically half of the internet. Then, the iPhone 17 has seemingly been the key to Apple's comeback as sales have surged in the US…and China! Also, the US is growing impatient with SpaceX putting astronauts on the moon and has opened up a bid to compete to light a fire under Elon Musk. Meanwhile, Toby dives into the weird “6-7” phenomenon that's captivated teens. Finally, peanut allergies among children hit a new low. 00:00 - The World Series is set 2:10 - Amazon outage knocks out the internet 8:00 - The iPhone keeps Apple afloat 11:10 - NASA thinks SpaceX is too slow 17:00 - Toby's Trends: Six sevennnnn 21:00 - Sprint Finish! Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
Donald Trump's 20-point peace plan is tested by a new exchange of fire and Hamas's effort to consolidate power instead of putting down its arms, while the President threatens to "eradicate" the terror group if it refuses to comply. Plus, the U.S. and Australia sign a deal on rare-earth minerals, after China says it will put export controls on the global supply chain. Learn more about your ad choices. Visit megaphone.fm/adchoices
LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured The Gavin Newsom School of Highway Safety and Voting Security // Tim Kaine and Other Democrats Scream “Give Us Barabas!” // Does Fire and Brimstone Work If It's In A Loving Wrapper?Episode Links:Every state except CALIFORNIA has complied with @USDOT rules that you MUST speak English to have a trucking license. We hope they get ON BOARD now that we are withholding $40 MILLION from the state. This is not about politics, it's about safety!COVER-UP: The U.S. intercepted 20,000 fake Chinese driver's licenses that China may have been planning to use to rig the 2020 election. Intel also flagged the issue, the FBI buried it and then ordered agents to DELETE the report. @TomFittonINFURIATING: A leftist No Kings “protestor” repeatedly INSULTED a Trump supporter for being black in Portland. Proving ONCE AGAIN Democrats are the REAL racists - “SHAME ON YOU… You're black and you're MAGA… You're a piece of SHlT!”Tim Kaine is asked if a Republican sent the same texts that Jay Jones did, would he call on them to drop out of the race?Kaine: "Absolutely not." The insane Democrat lies and spin to cover for this deranged lunatic continue.Democrats are having kids “stab” a figure of Trump They want us all dead They're teaching their kids to kiII usJackie Hill Perry and husband Preston say Charlie Kirk WASN'T a martyr because he said some things about certain topics they didn't like.Remember the guy who said he would have killed Charlie Kirk himself? This is the same guy who today assaulted a street Pastor and stole his sign outside the Mariners game. Hey @SeattlePD here you go. His name is Jacob Nestegard.This man showed up to an LGBTQ affirming church & stood up in the middle of the service to rebuke them. What are your thoughts on this?
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this episode of The Wright Report, Bryan covers the nearing end of the government shutdown, Trump's legal win allowing National Guard deployments to Portland, a Supreme Court case testing whether drug users can own guns, and international developments involving Chinese espionage, satellite security, auto industry sabotage, and Bolivia's rejection of socialism. Shutdown Nears Its End: White House advisor Kevin Hassett says the government shutdown will likely end this week as Democrats feel pressure from bad polling and looming state budget crises. Trump's Triple B funding bill cut Medicaid loopholes that helped finance health care for illegal immigrants, forcing blue states to raise taxes unless a deal is reached. Court Clears Trump to Deploy the Guard: The Ninth Circuit ruled that Trump can federalize Oregon's National Guard to protect Portland's federal buildings from Antifa violence. Democrats argued the protests were “mostly peaceful,” with one judge claiming the frog-costumed rioters were “having fun.” Bryan calls the decision a reality check against political theater. Immigration and America's Workforce: NPR reports activists in Chicago are blocking ICE operations while a new study projects Trump's deportation policies could reduce the U.S. population by 15 million over the next decade. Bryan argues higher wages and affordable housing will follow, saying, “We don't need to import our workforce — we can build our own.” Supreme Court Weighs Gun Rights for Drug Users: The Court will decide whether people who use marijuana or other drugs can legally own firearms. The case follows a lower court ruling that found “no historical justification” for disarming sober citizens. Bryan invites listeners to weigh in on whether gun ownership and substance use should mix. China's Atomic Clock Breach: Beijing accused the NSA of hacking its national atomic clock, which could disrupt GPS, banking, and military systems. The alleged cyber breach used the cell phones of Chinese scientists to access secure servers. Bryan calls it “proof that nothing online is truly offline.” Satellites Leaking Secrets: U.S. researchers found that half of global satellite transmissions can be intercepted with basic equipment, exposing phone calls, texts, and even military data. Bryan warns listeners to “keep sensitive conversations offline.” Dutch Seize Chinese-Owned Chipmaker: The Netherlands took control of Nexperia, a critical auto-chip supplier, after U.S. intelligence warned China planned to move production back home. The move could disrupt global car manufacturing and tighten supply chains further. Bolivia Rejects Socialism: Voters ousted socialist leaders and elected conservative Rodrigo Paz, who vowed to restore ties with the U.S. and rebuild Bolivia's lithium-rich economy. Bryan says, “Bolivia's victory over socialism should be a warning to voters in New York City.” "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: government shutdown Kevin Hassett, Trump Triple B Medicaid reform, Ninth Circuit National Guard Portland, Antifa Oregon violence, NPR ICE protests Chicago, deportation workforce study, Supreme Court drug users gun rights, NSA China atomic clock hack, satellites data leak UC San Diego, Netherlands Nexperia chip takeover, Bolivia Rodrigo Paz conservative election
Our Global Head of Fixed Income Research and Public Policy Michael Zezas discuss the latest developments in U.S.-China relations and how they could affect investors.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy. Today, we're talking about the U.S. and China—why the relationship remains complicated, and what it means for markets. It's Tuesday, Oct 21st, at 12:30pm in New York. If you've been following headlines, you know that U.S.-China relations are rarely out of the news. But beneath the surface, the dynamics are more nuanced than the daily soundbytes suggest. Investors often ask: Are we headed for a decoupling of the two economies, or is there room for cooperation? The answer, as always, is—it's complicated. Let's start with the basics. The U.S. and China are deeply intertwined economically, but strategic competition has intensified. Recent years have seen tariffs, export controls, and restrictions on technology transfer. Yet, there's still plenty of trade between the two countries, and both economies are dependent on each other for growth and innovation. So what's going on now? In recent weeks, China has moved to tighten rare earth export controls and the U.S. has proposed 100 percent tariffs in return. If this came to pass, these events could mark a clear economic split. But given the interdependencies we just cited, neither Washington nor Beijing seems eager for a true split, at least not anytime soon. The economic costs would be staggering, and both sides know it. So, a truce seems more likely, perhaps with somewhat different terms than the narrow semis-for-rare earths agreement they made this spring. And longer term, this episode seems to be a part of a broader dynamic, where rolling negotiations and truces are more likely than either a durable trade peace or a hard economic decoupling. For fixed income investors, this drives some important considerations. First, U.S. industrial policy is ramping up, with clear implications for AI infrastructure. AI is an area where the U.S. views it as essential that they outcompete China. Supported by renewed CapEx incentives from the latest tax bill, it's clear to us that U.S. companies will be pushing further into AI development, where my colleagues have identified $2.9 trillion of data center financing needs over the next three years, about half of which will come from various credit markets. And for credit investors, this presents an important opportunity. Another consideration is how markets will balance near-term growth risks with an array of medium term growth possibilities. As our U.S. economics team has pointed out, the evidence suggests that corporates haven't yet been forced to make tough decisions about passing on or absorbing tariff costs, underscoring that trade-related growth pressures aren't yet in the rearview. The ongoing U.S. government shutdown doesn't help either. It's all a good argument for why bond yields could move lower in the near term. But also, we should expect yield curves could steepen more, with higher relative yields in longer maturities. This would reflect greater uncertainties around higher fiscal deficits, inflation, and economic growth. Our economists have been calling out the mixed messages in economic data, as well as a U.S. fiscal sustainability picture that appears reliant on acceleration in corporate CapEx for a manufacturing and AI-driven growth burst. In sum, the U.S.-China relationship is evolving, with global implications that don't lend themselves to easy narratives or quick fixes. Our challenge will continue to be crafting investment strategies that reflect durable policy undercurrents, the signal amid news headline noise. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague.
After a brutal flash crash and a week of weak trading, many in the crypto world are asking if the cycle is done. Bitcoin has held above $100K, but altcoins have been crushed, sentiment has cratered, and major voices like Chris Burniske and Ansem are turning bearish. Still, some analysts think we're just seeing the most hated rally in history. Plus: Stripe's $5B Tempo blockchain raises big questions about the future of institutional crypto—and China clamps down on tech giants issuing stablecoins while Japan's banks push forward. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: https://blockworks.co/newsletter/thebreakdown Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW
It's day 21 of the government shutdown, and Democrats and Republicans are pointing fingers at each other for the stalemate. Meanwhile, President Donald Trump is stepping up his efforts to end the Ukraine-Russia war. FOX News Chief Political Anchor and Executive Editor of Special Report, Bret Baier, joins the Rundown to discuss the ongoing government shutdown, the President's relationship with Ukraine President Volodymyr Zelensky and Russia President Vladimir Putin, and his new book, To Rescue The American Spirit: Teddy Roosevelt And The Birth Of A Superpower, available wherever books are sold. As the global race for artificial intelligence heats up, the United States is striking new deals to secure the rare earth minerals needed to power it. President Trump met with Australia's prime minister to finalize an agreement worth hundreds of millions of dollars, as the administration pushes to lead in AI development and data infrastructure. Fox Business host Charles Payne joins the Rundown to discuss the economic impact, the competition with China, and what this means for American workers. Plus, commentary from FOX News Digital columnist David Marcus. Learn more about your ad choices. Visit podcastchoices.com/adchoices
This week on the Sinica Podcast, I speak with Jonathan Czin, the Michael H. Armacost Chair in Foreign Policy Studies and a fellow at the Brookings Institution's John L. Thornton China Center. His new essay in Foreign Affairs, “China Against China: Xi Jinping Confronts the Downsides of Success,” challenges the dominant Western narrative of Xi Jinping as either Mao reincarnate or a brittle autocrat presiding over imminent collapse. Instead, Czin argues that Xi's most illiberal reforms can be understood as attempts to cure the pathologies of China's own success. We discuss his framing of Xi's “Counterreformation,” how it helps explain China's current political direction, and what it reveals about our own analytical blind spots in the West.7:15 – Xi's “reformation” and Carl Minzner's “end of reform and opening”12:18 – Corruption, decentralization, and the “lost decade” under Hu and Wen20:12 – Defining “resilience” and what Xi means by “eating bitterness”29:45 – The “downsides of success”: property, corruption, and governance contradictions45:30 – Counter-reformation vs. counterrevolution: what Xi wants to preserve and discard54:20 – The myth of yes-men: triangulation and feedback in Xi's leadership style1:07:07 – Cognitive empathy and why most U.S. analysis of Xi falls short1:15:35 – Systems that can't course-correct: comparing the U.S. and China1:22:05 – Cognitive empathy, ideology, and the problem of American exceptionalismPaying it forward:Jonathan: Allie Mathias and Dinny McMahonRecommendations:Jonathan: The Thirty Years War by C.V. Wedgewood; The Betrothed by Alessandro ManzoniKaiser: Transplants by Daniel Tam-ClaiborneSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Trump's strategy and its limitations, why the USA needs Venezuela and South America generally, and how China is preparing for war. After Taiwan is invaded, China will be the greatest geopolitical player, risking wars in Asia, Latin America, and Africa.
Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart BUICK ELECTRA L7 BEGINS CELIVERIES https://evne.ws/47xt3nw BUICK ELECTRA E5: GM'S CHINA‑BUILT EV https://evne.ws/3KTiP8p FANG CHENG BAO 8 FIVE-SEATER LAUNCHED https://evne.ws/3WMcKNt BAO 5 LONG-RANGE EDITION LAUNCHED https://evne.ws/48C09DT ZEEKR 7X: SPECS, TRIMS, RANGE, CHARGING https://evne.ws/47jEZIe HONGQI E-QM5 BATTERY SWAP EDITION LAUNCHED https://evne.ws/47jDs4U CHANGAN DEEPAL S05 520 LITE LAUNCHED https://evne.ws/42P5ROZ CATL TARGETS 2,500+ SWAP STATIONS BY 2026 https://evne.ws/4opsiCE ONVO REACHES 100,000 VEHICLE DELIVERIES https://evne.ws/43lZMd0 NIO PUSHES FOR Q4 PROFITABILITY https://evne.ws/47hm1C9 NISSAN FRONTIER PRO PHEV PRESALES START https://evne.ws/3WhoCHg
Why is copper-to-gold so ugly and thoroughly deflationary? What's happening right now inside China is one key part of it. After a small artificial rebound earlier this - where have we heard that before - Chinese bank lending has fallen even more sharply this summer adding yet another layer to the tremendous deceleration we keep seeing across China this summer. Retail sales fell yet again and investment is crashing. Eurodollar University's Money & Macro AnalysisIn a world where markets swing on every headline, focus matters. That's why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don't have the time to go all the way to the depth of Eurodollar University's comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. Ready to make your week count? Subscribe to One Big Weekly Theme today. You can sample the service or sign up and get started straight away. https//:eurodollaruniversity.substack.comCNN China expels two top generals from Communist Party in anti-corruption crackdownhttps://www.cnn.com/2025/10/17/china/china-communist-party-expels-military-leaders-intl-hnkBloomberg China's Lopsided Growth Puts Spotlight on Xi's Five-Year Planhttps://www.bloomberg.com/news/articles/2025-10-20/chinese-economic-slowdown-worsens-with-growth-weakest-in-a-yearhttps://eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
On this Tuesday edition of Sid & Friends in the Morning, Sid covers a variety of topics. He begins with an introduction to events and police support organized by WABC today in the form of our annual Back the Blue event. Sid then transitions to global news with President Trump's statements on the fragile ceasefire in Gaza, ongoing Ukraine-Russia conflict dynamics, and plans regarding trade talks with China. Sid also explores Trump's views on expanding the Abraham Accords to include Saudi Arabia and the challenges therein. Finally, Rosenberg delves into the New York City mayoral race, discussing the mounting pressure on Republican candidate Curtis Sliwa to drop out and the shifting political landscape involving Andrew Cuomo, Zohran Mamdani, and their respective supporters. Alex Traiman, Andrew Cuomo, Bo Dietl, Jack Ciattarelli & Michael Rapaport join the show on this Tuesday installment of Sid & Friends in the Morning. Learn more about your ad choices. Visit megaphone.fm/adchoices
Don and Tom kick off by joking about their “record-breaking” call drought before diving headlong into the week's biggest speculative loser: crypto. The duo dismantle the mythology around Bitcoin and its countless imitators, comparing the excitement of trading coins to sports betting and reminding listeners that portfolios are for investing, not gambling. They tie the current crypto crash to leverage, insider-like trades, and the same fraud patterns seen in history's great financial cons—from Jay Gould's gold-cornering to Elizabeth Holmes' blood-testing farce. Later, they field listener questions on asset location, liquidity management, emerging-market exposure, and the danger of leverage via MicroStrategy's Bitcoin bet. Through it all, they emphasize fiduciary discipline, skepticism toward hype, and the basic rule: excitement and good investing rarely mix. 0:04 Pretending last Saturday's show didn't happen; Tom's pun about “Pacific” questions. 1:41 Crypto crash carnage—Bitcoin off 16%, Ethereum down 25%, “Trump Coin” collapsing. 2:30 Comparing crypto's thrill-seeking crowd to sports betting mania. 3:55 Why your financial advisor should not be your gambling coach. 4:48 The leveraged, insider-ish side of crypto speculation. 5:06 The absurdity of 10,000+ coins that serve no purpose but gambling. 7:40 Calling crypto “speculative” and comparing it to a casino roller coaster. 8:10 Binance payout trouble—proof many players don't know how to run big-money businesses. 10:32 MicroStrategy's leveraged Bitcoin plunge and the perils of margin. 11:37 The illusion of “value” in digital tokens versus productive assets. 12:55 Historical echo: borrowed money, bubbles, and 1929-style leverage warnings. 15:25 Listener questions segment opens; lighthearted banter about philately and call volume. 17:02 “ChatGPT beats bad advisors” — asset location done right (bonds in IRA, stocks in Roth). 18:30 Why most “advisors” ignore tax planning in favor of commissions. 20:23 Jay Gould, robber barons, and the Wall Street Journal's bizarre defense of con artists. 22:12 From Nikola to Theranos—lying as business strategy and why “gray areas” hurt investors. 24:53 The moral cost of tolerating fraud disguised as innovation. 26:36 Why trust is the real foundation of capitalism, not creative deception. 27:00 How to protect yourself: fee-only fiduciary advice and due diligence. 27:36 Mariners hangover theory for low call volume; nostalgic TV banter (“Bewitched”). 29:06 Caller Tom (Seattle): $4 M portfolio, $1 M in money market—how much liquidity is too much? 30:34 The hidden risk of waiting too long to react when rates fall. 33:08 Building a CD ladder to lock yield without betting on one-day rates. 34:25 Quick take: Why they'd avoid owning Boeing stock individually. 36:18 Caller Justin (Florida): emerging-market allocation for high-risk investors. 37:29 Case for small-cap and value tilts, including emerging markets. 38:34 Should you exclude China? Why it's still essential in global portfolios. 39:29 Closing reminders—use the website for questions, and find fiduciary help at TalkingRealMoney.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
Energy has long been used as a weapon. The United Kingdom blocked oil exports to Germany during World War I. Hitler's fall was due in part to losing access to oilfields in the Caucasus. And the most recent example: the 1973 Arab oil embargo, which shocked the global economy. During the following fifty years, the energy weapon largely receded from the geopolitical stage, and in many countries energy security started to feel like a given. But developments including Russia's weaponization of natural gas against Europe, China's restrictions on critical minerals, and growing trade tensions around the world have brought energy back to the center of great-power competition. So is this a new age of energy weaponization? What would that mean for global energy security? What new vulnerabilities are emerging as the clean energy transition accelerates and electricity demand surges? And how can countries protect themselves in this new age of fragmentation and rivalry? This week, Bill Loveless speaks with Jason Bordoff and Meghan O'Sullivan about “The Return of the Energy Weapon,” a Foreign Affairs essay published today, in which they explore how, after a fifty-year period of relative stability, the use of energy as a coercive tool of statecraft is making a comeback. Jason is the founding director of the Center on Global Energy Policy at Columbia University's School of International and Public Affairs, where he is a professor of professional practice. He is also on the faculty of the Columbia Climate School, where he is cofounding dean emeritus. He previously served as special assistant to President Barack Obama and senior director for energy and climate change on the staff of the National Security Council. Meghan is the Jeane Kirkpatrick Professor of the Practice of International Affairs, director of the Geopolitics of Energy Projects, and director of the Belfer Center for Science and International Affairs at Harvard University's Kennedy School. She has served in multiple senior policymaking roles and has advised national security officials in both Republican and Democratic administrations. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.
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Now presidents of foreign countries are talking about ass***inating Trump, because the Democrats made it OK. The left is humiliated with proof that Trump isn't a dictator. What a difference it makes to have a president who is not owned by China. Plus, Epstein did what? The Israel angle. (Please subscribe & share.) Sources: https://redstate.com/nick-arama/2025/10/20/trump-has-humorous-moment-with-australian-leader-walks-away-with-great-deal-n2195284
Send us a textCreativity, Chaos, and the Signals That MatterGold's ripping, stocks are ripping, but this isn't a hedge, it's a hallucination. In today's episode, I break down the paradox of rising fear assets and euphoria trades moving in sync. We bounce off China's Q3 GDP: if the US won't provide data, the Chinese will. And I revisit how creativity really works, not through structure, but through a blissful surrender. Then we take another stab at valuing gold in a system that may have moved on.And consider lithium at the one year moving average.Support the show⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!
With Stacey away, we're bringing back our favourite stand-in co-host Mark Laidman (aka Stacey's husband)! Naturally, Kayla and Mark host one of the most entertaining and fun episodes, mostly just to bug Stacey. This one's packed with hilarious games you can play along with (that Stacey wishes she was playing). Mark opens up about what he does when he misses Stacey, Kayla declares Britney Spears one of the greatest singers of all time, Mark proves he is shockingly good at sounding like a motorcycle, and Kayla questions whether China is actually a country. Classic. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A busy morning of reports as earnings season heats up: Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with key pullouts from the morning's earnings calls when it comes to tariff costs and consumer trends - before Coca-Cola CEO James Quincey joined the team to breakdown their quarter... Hear his view on demand, pricing, China, and the low-income consumer. Plus: Faber's exclusive reporting when it comes to a possible sale of Warner Brothers Discovery. Also in focus: the street's biggest names convening for 13D's annual 'Active-Passive Investor Summit' in NYC today. Catch deep dives on the state of activist investing - and where they see opportunity here - with Corvex Management CIO Keith Meister and later on, Impactive Capital's Lauren Taylor Wolfe (who argued: we're in an AI bubble here).Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of TFG Unbuttoned, John and Tim banter about “holding music,” the current political climate, and Halloween. Chocolate costs too much! Also, the US government wants to restrict flights from China that fly over Russia to get here. Russia has restricted US airlines from flying over its airspace to get to China creating longer trips and costs for US carriers versus their Chinese competitors. MTV is ridding itself of music after four decades and Halloween is not immune from the Trump Tariffs. Apple Podcasts: apple.co/1WwDBrC Spotify: spoti.fi/2pC19B1 iHeart Radio: bit.ly/4aza5LW Tunein: bit.ly/1SE3NMb YouTube Music: bit.ly/43T8Y81 Pandora: pdora.co/2pEfctj YouTube: bit.ly/1spAF5a Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.