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From 3D printers turning food waste into useful products to drones flying over fields and orchards, agri-tech is reshaping the way we grow, move, and sustain fresh produce. In this episode of the Global Fresh Series, host Juanita Gaglio explores how technology is transforming agriculture on the ground and in the sky. Hear how drones in China covered 173 million hectares in 2024, slashing crop losses and creating new jobs, while 3D printing is reimagining sustainability in food systems. It's innovation with real-world impact — and a glimpse into the future of farming. First Class Sponsor: Peak of the Market: https://peakofthemarket.com/ Premium Sponsor: Zag Technological Services, Inc.: https://www.zagtech.com/ Premium Sponsor: Avocados from Colombia: https://avocadoscolombia.com/ Premium Sponsor: The Fruit & Vegetable Dispute Resolution Corporation: https://fvdrc.com/ Global Women Fresh: https://globalwomenfresh.com/
A massive show of force directed at America with the who's who of the world's strongmen in the crowd. Plus, a House committee releases thousands of Epstein files. But, is this all for show? Learn more about your ad choices. Visit podcastchoices.com/adchoices
Your daily news in under three minutes. At Al Jazeera Podcasts, we want to hear from you, our listeners. So, please head to https://www.aljazeera.com/survey and tell us your thoughts about this show and other Al Jazeera podcasts. It only takes a few minutes! Connect with us: @AJEPodcasts on X, Instagram, Facebook, and YouTube
01:03:21 – Vaccine Industry Circling the Drain Trump suddenly calls on Pfizer and Moderna to “justify the success” of COVID shots. Analysts argue this is more about salvaging biotech profits than concern for public health. 01:13:56 – Trump the “Father of the Vaccine” Clips replay Trump bragging about Operation Warp Speed while later trying to shift blame to pharma. Commentary highlights the hypocrisy of taking credit when convenient and disowning failure when exposed. 01:24:59 – Japan's Vaccine Death Surge Japan, once highly compliant with mRNA rollout, now leads the world in excess deaths. Studies tie the crisis directly to repeated shots, sparking comparisons to black particulates found in tainted vaccine batches. 01:37:59 – Court Reopens Myocarditis Death Case A federal court reopens a lawsuit over a 24-year-old who died from vaccine-induced myocarditis, spotlighting Pentagon involvement in Operation Warp Speed and exposing legal loopholes shielding pharma and government from liability. 02:07:28 – Trump Tariffs Ruled Illegal A federal appeals court strikes down Trump's “reciprocal tariffs,” ruling that his use of emergency powers was unconstitutional and potentially forcing billions in refunds. 02:20:54 – AI as Political Weapon Trump allies deploy artificial intelligence to investigate enemies, raising warnings of Stalin's “find me the crime” updated with modern surveillance. 02:27:09 – BRICS Unites Against Trump India, Russia, and China respond to Trump's tariffs with closer cooperation, accelerating the creation of a parallel financial system. 02:29:24 – Trucker Visa Showdown A deadly crash by an Indian trucker triggers U.S. visa scrutiny, while India defends migrant drivers who undercut wages and send billions abroad. 02:49:33 – Infowars Purges Anti-Trump Voices Reports surface that Owen Shroyer was fired from Infowars for criticizing Trump, sparking charges that Alex Jones protects Trump at all costs. 03:04:23 – Alex Karp's Technocratic Republic Palantir CEO Alex Karp's new book is framed as a blueprint for a dystopian technocracy, blending despair about Silicon Valley with calls for “hard power” governance. 03:12:22 – Wright Brothers vs. State “Innovation” The Wright brothers' success is contrasted with government failure, used to argue that real innovation comes from individuals and free markets, not state subsidies. 03:19:07 – Meta-Constitution: Hidden World Government Global governance is said to already operate through NGOs, ISO standards, and digital ID systems—creating binding control without elections or constitutions. 03:41:17 – Vegas Shooting & Gun Control The Las Vegas massacre is revisited as Trump's pretext for banning bump stocks by executive order, setting precedent for future gun control. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
Today, we look ahead to the unprecedented meeting between Xi Jinping, Vladimir Putin and Kim Jong Un happening on Wednesday, the first time the three of them have ever met in public.It's happening off the back of a summit in China, where Beijing hosted leaders from over 20 non-Western countries. Why are they meeting and what does it mean for the West? James speaks to BBC diplomatic correspondent James Landale, and geopolitical analyst Sophie Gaston from King's College.James also speaks to BBC Scotland social affairs correspondent Chris Clements about the number of drug deaths in Scotland remaining highest in Europe, despite falling in comparison to last year.You can now listen to Newscast on a smart speaker. If you want to listen, just say "Ask BBC Sounds to play Newscast”. It works on most smart speakers. You can join our Newscast online community here: https://tinyurl.com/newscastcommunityhereGet in touch with Newscast by emailing newscast@bbc.co.uk or send us a whatsapp on +44 0330 123 9480.New episodes released every day. If you're in the UK, for more News and Current Affairs podcasts from the BBC, listen on BBC Sounds: https://bit.ly/3ENLcS1 Newscast brings you daily analysis of the latest political news stories from the BBC. It was presented by James Cook. It was made by Jack Maclaren with Anna Harris and Shiler Mahmoudi. The social producers were Sophie Millward and Joe Wilkinson. The technical producer was Rohan Madison. The assistant editor is Chris Gray. The senior news editor is Sam Bonham.
This week we talk about the RSF, coups, and the liberal world order.We also discuss humanitarian aid, foreign conflicts, and genocide.Recommended Book: Inventing the Renaissance by Ada PalmerTranscriptIn 2019, a military government took over Sudan, following a successful coup d'état against then-President Omar al-Bashir, who had been in power for thirty years. al-Bashir's latter years were plagued by popular demonstrations against rising costs of living and pretty abysmal living standards, and the government lashed out against protestors violently, before then dissolving local government leaders and their offices, replacing them with hand-picked military and intelligence officers. After he responded violently to yet another, even bigger protest, the military launched their coup, and the protestors pivoted to targeting them, demanding a civilian-run democracy.Just two months later, after unsuccessful negotiations between the new military government and the folks demanding they step aside to allow a civilian government to take charge, the military leaders massacred a bunch civilians who hosted a sit-in protest. Protestors shifted to a period of sustained civil disobedience and a general strike, and the government agreed to hold elections in 2022, three years later, and said that they would investigate the massacre their soldiers committed against those protestors. They also established a joint civilian-military unity government that would run things until the new, civilian government was eventually formed.In late-2021, though, the Sudanese military launched another coup against the unity government, and that council was dissolved, a state of emergency was declared, and all the important people who were helping the country segue back into a democracy were arrested. A new military-only junta was formed, incorporating the two main military groups that were running things, at that point.In 2023, those two military bodies that were working together to run Sudan via this military junta, the Rapid Support Forces, a paramilitary group that were made into a sort of official part of the country's military, while remaining separate from it, and the official Sudanese army, both started aggressively recruiting soldiers and taunting each other with military maneuvers. On April 15 that year, they started firing on each other.This conflict stemmed from the Sudanese military demanding that the RSF dissolve itself, all their people integrating into the country's main military apparatus, but some kind of stand-off seemed to be a long time coming, as the RSF started its recruiting efforts earlier that year, and built up its military resources in the capital as early as February. But as I mentioned, this tinderbox erupted into a shooting war in April, beginning in the capital city, Khartoum, before spreading fast to other major cities.So what eventually became a Sudanese civil, which at this point has been ongoing for nearly 2.5 years, began in April of 2023, was long-simmering before that, is between two heavily armed military groups that ran the country together for a few years, and which both claim to be the rightful leaders or owners of the country, and they're fighting each other in heavily populated areas.This war was also kicked off and is now sustained in part by ethnic conflicts between the main belligerents, which includes the aforementioned Sudanese Armed Forces and Rapid Support Forces, but also the Sudan Liberation Movement, which governs a fairly remote and self-sufficient mountainous area in the southern part of the country, and the al-Hilu movement, which supports the RSF's efforts in the region.What I'd like to talk about today is what's happening on the ground in Sudan, in the third year of this conflict, and at a moment when the world's attention seems to have refocused elsewhere, major governments that would have previously attempted to stop the civil war have more or less given up on doing so, and the Sudanese civilians who have been pulled into the conflict, or who have been forced to flee their homes as a consequence of this war, have been left without food, shelter, or any good guys to cheer for.—Sudan has been plagued by coups since it gained independence from the UK and Egypt in 1956; it's seen 20 coup attempts, 7 of them successful, including that most recent one in 2019, since independence.This region also has a recent history of genocide, perhaps most notably in the western Darfur region, where an estimated quarter of a million people from a trio of ethnic groups were killed between 2003 and 2005, alone, and something like 2.7 million people were displaced, forced to flee the systematic killings, strategically applied sexual violence, and other abuses by the Sudanese military and the local, rebel Janjaweed militias, which were often armed by the government and tasked with weeding out alleged rebel sympathizers in the region.This new civil war is on a completely different scale, though. As of April of 2025, two years into the conflict, it's estimated that about 12.5 million people have been displaced, forced from their homes due to everything being burned down or bombed, due to threats from local military groups, killing and assaulting and forcibly recruiting civilians to their cause, and due to a lack of resources, the food and water and shelter all grabbed by these military forces and denied to those who are just trying to live their lives; and that's true of locally sourced stuff, but also humanitarian aide that makes it into the country—it's grabbed by the people with guns, and the people without guns are left with nothing.More than 3.3 million Sudanese people are estimated to have fled the country entirely, and recent figures show that around 25 million people are facing extreme levels of hunger, on the verge of starving to death, including about five million children and their mothers who are essentially wasting away. There are reports of people eating leaves and charcoal, just to get something in their stomachs, and photo evidence of these unmoving crowds of skeletal people who are desperate to get anything, any kind of nutrition at all, any clean water, still make it out of the country, though less and less, as it's becoming more difficult for reporters to make it into and out of the area, safely, and the internet and other communication services, where they're still available, are often shut down.Aid agencies have said that this civil war has created the world's worst humanitarian crisis, and even the US government, which especially right now has been very hesitant to say anything about foreign conflicts, has made it pretty clear that they consider this to be a genocide; there are conscious, intentional, obviously planned efforts to systematically wipe out different ethnic groups, and to cleanse areas of hated political and religious rivals, but this genocide is being carried out at the exact moment that many of the world's major, wealthy governments, which historically would have tried to step in and remedy the situation in some way—often ham-handedly, sometimes by supporting one side or the other to try to gain influence in the region, but almost always by also airdropping food and medical goods and other resources into the area to try to help civilians—these governments are mostly pulling back from those sorts of efforts.Some analysts and regional experts have suggested that this points toward a new normal in the global geopolitical playing field; the so-called liberal world order that helped organize things, that established rules and norms from the end of WWII onward, and which incentivized everyone playing nice with each other, not invading each other, not committing genocide, and focusing on trade over war, is falling apart, the United States in particular deciding to stop funding things, stop participating, deciding to antagonize the allies that helped it maintain this state of affairs, and to basically drop anything that seems to much like a responsibility to people not in the United States. And a lot of other governments are either scrambling to figure out what that means for them, or deciding that they can afford to do something of the same. China, for instance, while stepping in to fill some of those voids, strategically, has also pulled back on some of its humanitarian efforts, because it no longer needs to invest as much in such things to compete with the US, which no longer seems to be competing in that space at all, with rare exceptions.Conflicts in Africa, also with rare exceptions, also just tend to get less attention than conflicts elsewhere, and there are all sorts of theories as to why this might be the case, from simple racism to the idea that areas with more economic potential are more valuable as allies or supplicants, so wealthy nations with the ability to do something will tend to focus their resources on areas that are more strategically vital or wealth-generating, so as to recoup their investment.Whatever the specifics and rationales, though, Sudan has long been conflict-prone, but this civil war seems to be locking the area into a state of total war—where nothing is off the table, and terror against civilians, and to a certain degree wiping out one's enemies completely, salting the earth, killing all the civilians so they can never threaten your force's dominance again, is becoming fundamental to everyone's military strategy—and that state of total war, in addition to be just horrific all by itself, also threatens to roil the rest of the area, including the far more globally integrated and thus well supported and funded Horn of Africa region, which is strategically vital for many nations, due to its adjacency to the Middle East and several vital ports, and the Sahel, which is a strip of land that stretches across the continent, just south of the Sahara desert, and which in modern history has been especially prone to military coups and periods of violence, at times verging on genocide, and which in recent decades has seen a bunch of democratic governments toppled and replaced by military juntas that have done their best to completely disempower all possible future opposition, at times by committing what look a lot like mini-genocides.This conflict, all by itself, then, is already one of the worst humanitarian situations the world has seen, but the confluence of international distraction—much of our attention and the majority of our resources focused on the also horrible situations in Gaza and Ukraine, and the specter of great power competitions that might arise as a result of Ukraine, or of China deciding to invade Taiwan—alongside the pullback from humanitarian funding, and the seeming distaste previously internationally involved entities, like the US and China, now seem to have when it comes to playing peacemaker, or attempted peacemaker, in these sorts of conflicts.All of which would seem to make it a lot more likely that this conflict, and others like it, will continue to play out, and may even reach a scale that permanently scars Sudan and its people, and which possibly even cascades into a series of regional conflicts, some interconnected, and some merely inspired by the brazenness they can clearly see across the border, and the seeming lack of consequences for those committing these sorts of atrocities in order to attain more power and control.Show Noteshttps://en.wikipedia.org/wiki/Darfur_genocidehttps://en.wikipedia.org/wiki/Sudanese_civil_war_(2023%E2%80%93present)https://www.theatlantic.com/magazine/archive/2025/09/sudan-civil-war-humanitarian-crisis/683563/?gift=201cWZnM2XBz2eP81zy0pG9Zt_k9jZnrEhnY7lvH1ZQhttps://www.washingtonpost.com/world/2025/08/13/sudan-humanitarian-global-world-order-neglect-conflict/https://www.nytimes.com/2025/04/19/world/africa/sudan-usaid-famine.htmlhttps://www.reuters.com/world/africa/world-food-programme-reduce-food-support-sudan-due-funding-shortages-2025-04-25/https://www.eurasiareview.com/25042025-sudan-war-is-a-global-crisis-in-the-making-analysis/https://apnews.com/article/un-sudan-darfur-war-anniversary-paramilitary-government-dbfff6244d935f595fb7649a87a6e073https://newleftreview.org/sidecar/posts/sudans-world-warhttps://news.un.org/en/story/2025/04/1162576https://news.un.org/en/story/2025/04/1162096https://reliefweb.int/report/sudan/sudan-situation-map-weekly-regional-update-18-aug-2025https://www.bbc.com/news/articles/cx2wryz4gw7ohttps://www.nytimes.com/2025/08/30/opinion/sudan-genocide-famine.htmlhttps://en.wikipedia.org/wiki/Sudanese_revolutionhttps://en.wikipedia.org/wiki/Sudanese_civil_war_(2023%E2%80%93present)https://en.wikipedia.org/wiki/2021_Sudanese_coup_d%27%C3%A9tathttps://en.wikipedia.org/wiki/Sudan_People%27s_Liberation_Movement%E2%80%93Northhttps://www.crisisgroup.org/africa/horn-africa/sudan/stopping-sudans-descent-full-blown-civil-warhttps://en.wikipedia.org/wiki/Coups_d%27%C3%A9tat_in_Sudan This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe
This week on Sinica, I chat with Dave Kang (USC), Zenobia Chan (Georgetown), and Jackie Wong (American University in Sharjah, UAE) about their new paper in International Security titled "What Does China Want?" The paper, which has generated quite a bit of controversy, takes a data-driven approach to examine the claim that China seeks global hegemony — that it wants to supplant the U.S. as a globe-spanning top power. I'm traveling much of this week, so I'll update this podcast page when the transcript comes back!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
China's economy is crippled by debt. Real estate developer Evergrande has collapsed. Unemployment is through the roof. Factories are shutting down. Can the CCP's “technocrats” fix it? Or will their solution itself destroy the rest of the economy? Watch the full podcast here! https://chinauncensored.tv/programs/podcast-308
President Donald Trump is casting doubt on his own Covid-19 vaccination program. Russia and China's leaders are expressing unity as a major gas deal has been announced. There's a spotlight on Chicago crime figures ahead of a potential federal enforcement operation. A key Trump ally has been awarded the Presidential Medal of Freedom. Plus, the result of a US open matchup between two American tennis stars. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Chinese stocks are heading into orbit, taking off like a rocket ever since the US and China reached an agreement to not inflict the worst of trade wars. Curiously, though, the Chinese economy has further deteriorated which means the equity surge is looking more and more like something we've seen before from Shanghai.Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------Eurodollar University's One Big Weekly Themehttps://eurodollaruniversity.substack.com/---------------------------------------------------------------------------Bloomberg China Stocks Are Sending Warning Signs on Liquidity-Driven Rallyhttps://www.bloomberg.com/news/articles/2025-08-25/china-stocks-are-sending-warning-signs-on-liquidity-driven-rallySCMP 4 reasons fears of China stock market bubble are misplacedhttps://www.scmp.com/opinion/china-opinion/article/3323431/four-reasons-fears-china-stock-market-bubble-are-misplacedhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
As the world marks the 80th anniversary since World War II came to an end, a strengthening alliance between Russia, China, and North Korea is casting doubt on whether the post-1945 world order is crumbling. As Beijing hosts two of America's biggest adversaries in the Shanghai Cooperation Organization Summit, striking a deal with Vladimir Putin for a new natural gas pipeline, the US is increasingly becoming more isolationist and transactional. Correspondent Ivan Watson breaks down the results of the summit and what it means for a new world order. Also on today's show: former US State Department official Richard Haass; journalist/author Ronen Bergman; former US Labor Secretary Robert Reich Learn more about your ad choices. Visit podcastchoices.com/adchoices
Last time we spoke about the battle of Lake Tai. In November 1937, as Japanese forces advanced, Nanjing's fate hung in the balance. Commander Tang Shengzhi led the desperate defense amidst disarray among Chinese generals, many advocating retreat. Despite political strife, civilians rallied, fortifying the city, knowing its fall could destroy Chiang Kai-Shek's government. On November 19, Japanese Commander Yanagawa seized the moment, directing his troops towards Nanjing, igniting panic in Tokyo. As fierce battles erupted around Lake Tai, the Chinese forces, though outmatched in technology, employed guerilla tactics and stubborn resistance. Chinese artillery delivered devastating blows, and bold counterattacks kept Japanese momentum in check. However, as the month closed, the tide turned, logistical challenges and internal chaos hampered communication. The stage was set for one of the darkest chapters of modern Chinese history, where the battle for Nanjing would symbolize the struggle against oppression. #165 Nanjing Surrounded Welcome to the Fall and Rise of China Podcast, I am your dutiful host Craig Watson. But, before we start I want to also remind you this podcast is only made possible through the efforts of Kings and Generals over at Youtube. Perhaps you want to learn more about the history of Asia? Kings and Generals have an assortment of episodes on history of asia and much more so go give them a look over on Youtube. So please subscribe to Kings and Generals over at Youtube and to continue helping us produce this content please check out www.patreon.com/kingsandgenerals. If you are still hungry for some more history related content, over on my channel, the Pacific War Channel where I cover the history of China and Japan from the 19th century until the end of the Pacific War. On December 1st, Jiangyin fell. That same day Japanese Army General Staff Deputy Chief Tada Hayao arrived to the Shanghai region to conduct an inspection of the front lines and personally deliver Tokyo's orders authorizing an assault upon Nanjing. The directive was exceptionally brief: “The Central China Area Army is to attack Nanjing in coordination with the Navy.” Later that same day, at 7:00 pm more detailed instructions were issued by the Central China Area Army. The 10th Army was set to begin its decisive assault on Nanjing on December 3, advancing along two primary routes toward the capital. The left flank was to advance through Wuhu, while the right flank would move via the city of Lishui. The Shanghai Expeditionary Force, having endured more strain than the 10th Army due to its longer tenure at the front, was scheduled to launch its attack two days later, concentrating its forces around Danyang and Jurong. On December 2nd, Matsui received a promotion, given overall command of the Central China Area Army. The responsibility for the Shanghai Expeditionary Force was entrusted to a recent appointee in the Shanghai theater, Prince Asaka Yasuhiko, a member of the Imperial family. As Matsui noted in his diary that day "It's a great honor”. He promptly issued orders to ensure the prince's comfort and safety by all available means. At the age of 55, Prince Asaka, Emperor Hirohito's uncle, boasted a successful military background, including a tenure at the Japanese embassy in Paris. However, this experience had left its mark on him in two significant ways: he walked with a limp due to a car accident in France and spoke French fluently. Despite his talents and efforts, he did not earn the highest regard from Hirohito. He had not demonstrated the loyalty expected of him during the February 26th Coup attempt in 1936 and had since been met with a cold shoulder from the emperor Command in China presented a crucial opportunity for him to restore his standing in the eyes of Hirohito. Meanwhile over in the capital a war for air supremacy raged. More and more soviet pilots were arriving alongside their Polikarpov I-16 fighters. Exhausted from the long distance travel to Nanjing, the Soviet pilots were given no respite and tossed into the fray, performing 5 sorties in their first day. The Soviets were kept very busy as the Japanese increasingly unleashed raids against the airfields in the Nanjing region. The raids became so intense, the Chinese had to relocate their aircraft to bases hundreds of miles behind the front. While the Polikarpov I-16's were severely hampering the Japanese, suddenly a new adversary emerged. The Mitsubishi A5M fighter, still a prototype was rushed into service to help escort the bombers. This was the predecessor to the legendary A6M Zero fighter. Like I mentioned previously I wrote the Kings and Generals episode on the A6M Zero Fighter's history and over at my patreon I have a hour long podcast on it. Needless to say the A5M changed everything in the theater, taking away the advantage the Soviet fighters had wielded for a brief window of time. At 9:00 am on December 2, a small customs cruiser waving a swastika flag docked at the Nanjing waterfront after making an overnight journey down the Yangtze River from Wuhan. German Ambassador Oskar Trautmann quickly disembarked, accompanied by embassy councilor Heinz Lautenschlager and Chinese Vice Foreign Minister Xu Mo. Trautmann's mission was so secretive that although he had dined with a secretary from the Italian embassy, an Axis partner just hours before departing from Wuhan, he made no mention of his impending trip. Despite the secrecy surrounding his visit, news of Trautmann's arrival in Nanjing spread rapidly within the German community. Businessman John Rabe, noted in his diary that day “I assume his return has something to do with Germany's attempt to act as a mediator”. Just before Trautmann's arrival, Chiang Kai-shek had a meeting with his closest advisers, primarily military generals. Vice Foreign Minister Xu briefed those present on the peace conditions proposed by the Japanese nearly a month prior. Many in attendance were hearing these terms for the first time and were startled to discover that Japan did not require reductions in Chinese armaments. Bai Chongxi was the first to speak “If these are the only terms, then why should there be war?” Given that the Japanese proposal seemed to allow for the continuity of the Kuomintang led Chinese nation, the generals present, including Tang Shengzhi, agreed to use it as a basis for negotiations. Later, at 5:00 pm Chiang met with Trautmann. The German diplomat said “I believe it is necessary for China to declare its willingness to discuss the Japanese terms in a conciliatory spirit.” Chiang replied, “I intend to do so, but I also expect the same from Japan.” Chiang then explained that they needed to be addressed for peace talks with Japan to proceed, explicitly stating that he would not accept Japanese control over northern China and that he was unwilling to sacrifice his recent friendship with the Soviet Union to achieve peace with Japan. Having secured Chiang's agreement to initiate talks with Japan, Trautmann promptly returned to the German embassy to report to his superiors in Berlin. He then headed back to the docks, boarding the same vessel that had brought him to Nanjing, traveling back up the dark Yangtze River. One particular concern weighed heavily on Trautmann's mind: a request from Chiang to maintain absolute secrecy regarding the upcoming Sino-Japanese negotiations. Trautmann believed that Germany should support this request. He was convinced that if news leaked about Chiang's willingness to engage with the despised Japanese, it could spell the end of his government in China, allowing the Soviets to take charge. At this time, both the Germans and Japanese feared fragmenting China further. Both wanted the Kuomintang to remain in charge and maintain the status quo as they benefitted from it greatly. Staff officer Kawabe Torashiro after a recent tour of the front lines had this to say, “To dismantle the Chiang regime would leave it in a dire situation, giving it the desperate tenacity of a cornered rat in its struggle against Japan. Whether we destroy it or not, we would ultimately contribute to a fragmented China for many years, one that would be a significant drain on the Empire's resources well into the future.” Meanwhile, the city of Changzhou fell on December 2nd, without any resistance. Private Azuma Shiro landed at Changzhou and was ordered alongside his 20th regiment to prepare an assault upon Danyang, a walled city located about 25 miles northwest of Changzhou. The road between the two locations was nearly straight, running parallel to the railway connecting Shanghai and Nanjing, allowing the 20th Regiment to make swift progress. Upon arriving at Danyang, Azuma's platoon cautiously approached a bamboo grove concealing a Chinese position. Suddenly, a ZB vz 26 machine gun opened fire. Taking cover, the Japanese soldiers entered a nearby cemetery, where the small grave mounds offered some protection. The platoon's knee mortars responded, firing shells that silenced the machine gun. Seizing the opportunity, they launched their assault, swords raised and bayonets fixed, shouting at the top of their lungs. As they closed the distance to the bamboo grove, the machine gun sliced them down. When they finally reached the trench, they discovered it was already abandoned; the occupants had fled mere moments before. Danyang also fell on December 2, clearing one of the significant obstacles in the 16th Division's path to Jurong. Meanwhile to the south, the 9th Division was advancing from Tianwangsi towards Chunhua village, just miles from the capital, while elements of the 3rd Division were also making significant headway. At the northern end of the front, the Amaya Detachment was approaching the Yangtze port city of Zhenjiang, preparing to cross the river and sweep west along the opposite bank. As Matsui noted in his diary that day “The enemy's entire defensive line has been breached, and their morale has declined sharply. I believe there won't be much fight left in them moving forward”. Although the Shanghai Expeditionary Force had yet to launch its final assault on the capital, the soldiers were managing to advance at an impressive pace. Matsui noted in his diary on December 4th “I plan for an orderly occupation of Nanjing. Before entering the city, we must offer Chiang Kai-shek or the garrison commander the opportunity to surrender. While occupying Nanjing, I hope we can avoid unnecessary damage to the city and harm to the population.” Over in Nanjing, Henri Johan Diederick de Fremery, a Dutch officer serving as an advisor to the Chinese army, had assessed the city's fortifications prior to the war and found them lacking. He noted that coastal batteries had been installed to the north and northeast of the city, including outdated muzzle-loaders. In his report he stated “They might serve against warship attacks, but who would think of attacking this city with warships?” Although some artillery pieces were positioned along the city wall, they were insufficient in number. Some locations were poorly constructed due to material shortages. For instance, a portion of the wall between Sun Yat-sen Gate and the Gate of Enlightenment had been reinforced with makeshift structures, concrete on the outside and a fragile network of bamboo within. It was a façade that would collapse upon the impact of the first Japanese shell. Natural obstacles like Purple Mountain to the east and the Yuhuatai hills to the south existed, but little was done to incorporate these features into the defensive network. The river, which served as a natural moat, became shallower on the eastern side, allowing for relatively easy crossing. As further noted by de Fremery “Nanking cannot be justifiably termed a heavily defended city”. Meanwhile the Chinese Army was engaged in a frantic effort to prepare for the anticipated Japanese onslaught. Engineers readied to demolish strategic bridges, and in many cases, entire villages were set ablaze, blackening the horizon with thick smoke. Heart-wrenching scenes unfolded as farmers were evicted from homes that had been in their families for generations. By the end of the first week of winter, distant bombings echoed through the air, with explosions powerful enough to rattle windows within the city. The front lines were alarmingly close, leading to a steady influx of injured Chinese soldiers into Nanjing on foot. A pervasive sense of foreboding enveloped the city. Amidst the gloom, there lingered a belief that despite impending challenges, life would somehow continue. On the morning of December 3, a ship departed from Nanjing, loaded with treasures that represented three millennia of Chinese history. Thousands of crates filled with irreplaceable bronzes, porcelain, paintings, and other art objects were sent upriver. These invaluable items had been moved from Beijing four years earlier and stored in vaults in Nanjing. It was evident that the situation could deteriorate rapidly, leaving little time to respond. On December 5, all US citizens in Nanjing were urged to pack their essential belongings and be prepared to leave the city on short notice. The following day, a final order was issued: all American passport holders were directed to make their way to the Yangtze docks and board a river gunboat awaiting them, the USS Panay. As the Japanese Army advanced westward toward Nanjing, it left behind a horrifying trail of arson, rape, and murder. Helpless civilians who fell into the hands of the victorious soldiers endured brutal treatment that often defied comprehension. Now similar to other episodes I have done on my own channel or Pacific War Week by Week, this is a disclaimer, I am about to talk about some gut wrenching horrifying stuff. We are reaching Nanjing, and yes the infamous massacre is going to be told to the fullest. So warning, its about to get graphic. At the hamlet of Nanqiantou 38 residents were met with atrocities that would become more and more common. The Japanese Army set fire to the twelve homes that comprised the hamlet, forcing the captives to witness the destruction. When some of the residents attempted to escape and salvage their belongings, the soldiers trapped them inside, locking the doors and sealing their fate as the roofs collapsed in flames. Among the victims, two women, one of whom was pregnant, were subjected to repeated rapes. In a particularly gruesome act, the soldiers “cut open the belly of the pregnant woman and gouged out the fetus.” Amid the chaos, a 2 year old boy cried out, and a soldier seized him from his mother's arms, throwing him into the flames. The frantic mother was bayoneted and discarded into a nearby creek. The remaining captives met a similar fate, dragged to the water's edge, stabbed, and pushed into the stream. The 170 miles between Shanghai and Nanjing transformed into a nightmarish wasteland of death and destruction. For miles, the only living beings visible were the deceased. The reputation of the Japanese soldiers preceded them, leading many Chinese civilians to prefer a swift death at their own hands rather than the prospect of a slow demise at the hands of the Japanese. While passing through the town of Pinghu on their way to Nanjing, First Lieutenant Nishizawa Benkichi and his men from the 114th Division spotted two Chinese girls across a river. They appeared to be strolling hand in hand, possibly sisters. As they stepped onto a bridge, the girls began to walk towards the Japanese soldiers but suddenly stopped. Still clasping hands, they jumped into the river, disappearing into the swift current. Military efficiency was accompanied by a staggering brutality, where victories against armed opponents were often followed by the massacre of unarmed women and children. This pattern parallels the incomprehensible behavior of German soldiers on the Eastern Front, though there are significant differences. The Germans viewed themselves as a superior race compared to their Slavic adversaries, labeling them as "untermensch." In contrast, the Japanese could not deny their connections to the Chinese. Japan's historical role as a major influence on Chinese civilization was undeniable, as reflected in aspects as basic as the shared writing system. To many Japanese, their nation's relationship with China resembled that of two brothers, one younger and righteous, the other older and misguided, in need of redemption. Matsui Iwane embodied this perspective. Alongside his military duties, he held a deep interest in fostering cooperation among the peoples of Asia, who he believed remained under the yoke of Western imperialism. Since his youth, Matsui had been captivated by China, and while other ambitious officers sought postings in Western capitals like Paris or London, he applied to serve in China, remaining there for nearly a decade as part of Japan's diplomatic representation. By the 1930s, Matsui's commitment to this pan-Asian vision had gained a political dimension, leading him to become a prominent founder of the Greater Asia Association in 1933. This of course was created mostly through the work of Kanji Ishiwara. What was once a exclusive on my patreon can be found over at Echoes of War or my youtube channel, its a four part series on the life of Ishiwara and it goes into the history of how he tried to forge pan asianism, but ultimately failed against his adversaries like Hideki Tojo. Its fascinating stuff, please if you are interested check it out on youtube and comment where you came from. This organization, though dominated by Japan, has been described as "probably the single most influential organization propagating Pan-Asianism during the 15 year war. During a visit to China in late 1935, Matsui helped establish the Chinese Greater Asia Association in the northern port city of Tianjin. For individuals like Matsui, Japan's actions on the Asian mainland were akin to liberating its peoples. They viewed the establishment of the Japanese-controlled puppet state, Manchukuo, in northeast China in 1932, as a bold experiment in nation-building, hoping the rest of China would benefit similarly. As Matsui wrote in 1933 “Next, we must also extend to the 400 million people of China the same help and deep sympathy that we provided to Manchuria, relieving them of their miserable condition of political, economic, and intellectual subjugation by various countries of the world.” The violence perpetrated by the Japanese Army stemmed from numerous variables. One was a grotesque belief they were actually liberators to what they deemed, ungrateful Chinese. The Japanese believed their presence in China was partly for the benefit of the Chinese people and felt a messianic obligation to save them. This led to frustration akin to that of a father confronting a disobedient son, compelling them to punish what they perceived as disobedience. While the rank-and-file soldiers might not have reflected deeply on these issues, such philosophies filtered down from their leaders. Of course there is a lot more to it, and sorry again for shamelessly plugging it, but on my patreon I specifically did an episode titled “why the Japanese army was so brutal” where I went through everything involved. It ran from cultural issues, to the brutal system of abuse in the military, to racism, radicalization of male youth in Japan, its a very complicated matter. Because again, most of the atrocities were committed by 20-30 year old grunts who had families back home. This was not like the traditional “I was following orders” type of situation, these were atrocities committed by the lowest ranks upwards. The safety zone, created by Rabe and a handful of other foreigners, began to take shape in the first week of December. It was officially announced, and four committees were established to manage food, housing, finances, and sanitation. Once the plans for the zone were publicized in local newspapers, scared Chinese civilians flocked to it by the hundreds. From its inception, the zone faced numerous problems. Thousands of bags of rice and flour intended for the future residents of the zone were left unguarded and quickly looted, leading many to assume they had been stolen by military personnel. More troubling were the issues that arose when Chinese military units began digging trenches and setting up field telephones within the safety zone, putting it at heightened risk of a Japanese attack. Chinese officers assured organizers that they would vacate the area, but the delay led to growing frustration among those overseeing the zone. Until all Chinese soldiers withdrew, the organizers could not erect flags to formally designate the area as demilitarized. Although the Japanese refused to officially recognize the safety zone, they pledged to respect it. Following the outbreak of the battle for Shanghai, the Chinese Red Cross stepped in where military medicine had faltered, establishing first-aid teams and emergency hospitals while ensuring that wounded soldiers were accommodated in existing medical facilities. In October, they opened a 3,000-bed hospital on the campus of the National Central University, staffed by 300 doctors, nurses, and 400 orderlies. By the end of October, the hospital had admitted 1,200 patients and performed over 50 operations daily, primarily amputations. However, as the Japanese forces advanced toward Nanjing, doctors and nurses were evacuated westward along the Yangtze River. The entire Red Cross hospital was dismantled, and at the American Mission Hospital, the staff, which had initially numbered nearly 200 doctors, nurses, and trained personnel, dwindled to just 11 by the onset of winter. With medical facilities on the brink of collapse, a group of foreigners took the initiative to improve conditions, achieving small victories along the way. Back at the front, the 10th Army continued their march to Nanjing. On the right flank, the 114th Division had marched through Liyang within hours, covering 40 miles over the next two days to reach Lishui on December 4. Behind them, the 6th Division was still lagging somewhat, struggling to catch up after making a large detour east of Lake Tai. The Kunisaki Detachment was tasked with reaching the Yangtze at Taiping, crossing the river, and heading for Pukou, directly opposite Nanjing, to cut off any retreating Chinese forces. To the left of the 6th and 114th Divisions, the 18th Division received orders on December 2 to march northwest from the Guangde area toward Nanjing. However, when intelligence reports indicated that large numbers of Chinese troops were withdrawing south toward Ningguo, trying to escape encirclement, thus the 18th Division had its mission altered. On December 4, they were instructed to change course and press straight west, aiming to trap as many Chinese soldiers as possible. The residents of Nanjing were jolted awake by the roar of airplanes shortly before 6:00 am on December 7. It was the sound of Chiang Kai-shek and Song Meiling departing the capital. Three days before his departure, Japanese forces had advanced dangerously close, and their shelling had intensified to the point that he was forced to move from his residence on Purple Mountain to a villa belonging to a famous scholar who had since passed away, located within the city walls. While organizing his departure, Chiang kept the morale of the troops and civilians trapped in Nanjing at the forefront of his mind. In his diary, Chiang noted, “Staying in Nanjing until the last moment has not only enabled us to complete military preparations, but it has also boosted the morale of soldiers and civilians alike. The evacuation of necessary material has been carried out without disorder. I cannot imagine what might have happened if I had left ten days earlier.” On one of his last nights in Nanjing, Chiang gathered all officers of major general rank and above at Tang Shengzhi's headquarters in the Railroad Ministry. With the First Lady by his side, he delivered an inspiring pep talk ahead of the impending battle, emphasizing that although the Chinese had faced temporary setbacks, they had managed to strike back at the Japanese forces, thwarting their plans for a swift victory. Additionally, he noted that China had garnered the sympathy and support of the international community. “You're being watched by the entire nation, indeed by the whole world. We cannot abandon Nanjing!” He then formally handed overall responsibility for the defense of the capital to Tang Shengzhi, urging the officers to obey him as they would obey Chiang himself. He insisted that this would not be merely a symbolic fight; a sustained defense of Nanjing could tie down Japanese forces, giving the bulk of the Chinese Army the opportunity to regroup and strengthen. He promised that three divisions, fully equipped and at peak strength, would soon arrive from the southwestern province of Yunnan. He pledged to personally lead them back to Nanjing to break the siege. Meanwhile on the front of the Shanghai Expeditionary Force, the 16th Division had broken through Chinese lines at the crucial town of Jurong, located 30 miles east of the Nanjing city wall, and was now advancing toward the village of Tangshui. To the south, the 9th Division had reached Chunhua, another strategic town straddling the approaches to the capital. Meanwhile, to the north, soldiers from the 13th Division were crossing the Yangtze River at Zhenjiang to establish a foothold on the other side. Progress was similarly swift in the 10th Army's sector. The 114th Division had advanced all the way to Molingguan, a town less than 20 miles south of Nanjing. The 6th Division, having rushed to the front since the order to capture China's capital had been issued in early December, was expected to arrive later that day. To the south of these two divisions, the 18th Division was set to capture the city of Ningguo while continuing its push toward the Yangtze, effectively completing the encirclement of Nanjing. By December 5th, Matsui and his staff completed its transfer from Shanghai to Suzhou, they issued a general directive for the attack on Nanjing. This order outlined two possible scenarios. In the best-case outcome, the Chinese defenders would surrender and open the city gates. In that event, each Japanese division would send in one battalion to complete the pacification of the city and eliminate any remaining pockets of resistance from soldiers unwilling to capitulate. In the worst-case scenario, if the Chinese commanders disregarded Japanese offers to surrender and prepared for a prolonged defense of their capital, Japan would unleash the full force of its artillery on the city. Each division would then send in one regiment to breach the city gates and engage in a fierce battle, fighting street by street and house by house. It quickly became evident to the Japanese, the Chinese had no intention to simply hand over their capital. New York times correspondent, F Tillman Durdin witnessed action between the recently arrived 154th and 156th divisions from southern China who were quickly encircled atop a cone-shaped peak. “The Japanese set a ring of fire around the peak. The flames, consuming trees and grass, gradually crept closer and closer to the summit, forcing the Chinese upward until, huddled together, they were mercilessly machine-gunned to death.” As the Japanese troops closed in on Nanjing, the level of destruction left in the wake of the Chinese defenders became increasingly apparent. Near the capital, hardly a bridge remained intact as efforts intensified to hinder the invaders. The rush to reach Nanjing heightened rivalries within the Japanese Army. In early December, soldiers from the 16th Infantry Division traversed hilly terrain at what they believed was a vigorous pace. Suddenly, to their left, they spotted a parallel column of Japanese soldiers, quickly identifying them as members of the 9th Infantry Division's 35th Regiment. The company commander shouted “Don't let the 35th beat us to Nanjing! Get moving!” Cities, towns, villages, and hamlets lay in the path of Japan's multifaceted advance on Nanjing. Some areas fell without much resistance, while others were fiercely defended by Chinese soldiers determined to hold their ground until the end. Chunhua, a town located roughly 15 miles southeast of Nanjing, was among the latter. The town was defended by troops from the Chinese 51st Infantry Division, who had participated in some of the toughest battles around Shanghai during the autumn months. The 51st Division found its withdrawal to Nanjing cut off by fast-moving Japanese columns. Only with the assistance of local civilians were various units able to sneak back to the capital, filtering through enemy lines. Upon arrival, the division's soldiers had hoped for a chance to cross the Yangtze for much-needed rest. Instead, Chiang Kai-shek ordered them to immediately reinforce the defenses at Chunhua. As the troops arrived in Chunhua village in early December, they were dismayed to find the pillboxes in disrepair. Some bunkers had been buried too deep to function effectively as defensive structures, while others had excessively large embrasures that offered little to no protection from enemy fire. Most frustratingly, keys to the bunkers were often missing, making entry problematic. The division worked tirelessly to improve their positions using whatever materials could be requisitioned from the area, but time was too short to bring the defenses up to the standard the commanders desired. Nonetheless, they achieved significant upgrades: three lines of defenses in front of Chunhua, centered around several pillboxes; two rows of barbed wire; and an antitank ditch to complicate any advance. Hidden machine gun nests also provided surprises for the Japanese infantry. On December 4, the Japanese vanguard, a column of about 500 soldiers from the 9th Division, was spotted, and over the next two days, the solitary company at Shuhu endured intense assaults. The Chinese dispatched an armored platoon as temporary reinforcements, marking one of the rare instances when Chinese tanks confronted Japanese infantry directly. The Chinese lost three armored vehicles, while the Japanese reported around 40 casualties among their infantry. By the afternoon of December 6, the surviving Chinese soldiers at Shuhu, numbering fewer than 30, abandoned their positions and fought their way back to Chunhua, leaving their fallen comrades behind. Advancing units of Japan's 9th Division closely followed, initially avoiding contact with the Chinese defenses to conduct reconnaissance. Based on their observations, the Japanese concluded that although the Chinese defenses appeared well-prepared, they were thinly manned. Costly fighting resulted in the Japanese gaining control over only the first of the three Chinese defense lines. Determined to capture the next two lines, they once again depended heavily on their artillery. In several sectors along the front, soldiers of the 9th Japanese Division found themselves caught in the deadly crossfire of Chinese machine guns, creating a virtual kill zone from which there was no escape. For the Chinese defenders, the conditions were equally horrific. As recalled by the commander of the Chinese 51st division, Wang Yaowu “The shelling was incessant. Body parts were flying through the air. Some men lost legs, others arms. Brains were splattered everywhere”. The division's 301st Regiment, which bore the brunt of the battle, suffered approximately 1,500 casualties among its officers and soldiers. On the second day of the battle for Chunhua, December 7, their left flank made some gains, penetrating the area behind the village. The breakthrough, however, came in the afternoon of December 8 when an entire regiment that had been lagging behind the rest of the 9th Division arrived just in time to join the fight. This bolstered the morale of the Japanese troops and provided momentum to their attack. By the end of that day, Chunhua was firmly under Japanese control. I would like to take this time to remind you all that this podcast is only made possible through the efforts of Kings and Generals over at Youtube. Please go subscribe to Kings and Generals over at Youtube and to continue helping us produce this content please check out www.patreon.com/kingsandgenerals. If you are still hungry after that, give my personal channel a look over at The Pacific War Channel at Youtube, it would mean a lot to me. As the Japanese forces advanced, Nanjing's fate teetered on the brink. Commander Tang Shengzhi led a beleaguered defense amidst chaos, while civilians fortified the city, aware of its significance. On December 1, General Matsui officially ordered an assault on Nanjing. As Japanese troops closed in, brutality loomed on the horizon, heralding one of China's darkest chapters in its fight against oppression.
01:03:21 – Vaccine Industry Circling the Drain Trump suddenly calls on Pfizer and Moderna to “justify the success” of COVID shots. Analysts argue this is more about salvaging biotech profits than concern for public health. 01:13:56 – Trump the “Father of the Vaccine” Clips replay Trump bragging about Operation Warp Speed while later trying to shift blame to pharma. Commentary highlights the hypocrisy of taking credit when convenient and disowning failure when exposed. 01:24:59 – Japan's Vaccine Death Surge Japan, once highly compliant with mRNA rollout, now leads the world in excess deaths. Studies tie the crisis directly to repeated shots, sparking comparisons to black particulates found in tainted vaccine batches. 01:37:59 – Court Reopens Myocarditis Death Case A federal court reopens a lawsuit over a 24-year-old who died from vaccine-induced myocarditis, spotlighting Pentagon involvement in Operation Warp Speed and exposing legal loopholes shielding pharma and government from liability. 02:07:28 – Trump Tariffs Ruled Illegal A federal appeals court strikes down Trump's “reciprocal tariffs,” ruling that his use of emergency powers was unconstitutional and potentially forcing billions in refunds. 02:20:54 – AI as Political Weapon Trump allies deploy artificial intelligence to investigate enemies, raising warnings of Stalin's “find me the crime” updated with modern surveillance. 02:27:09 – BRICS Unites Against Trump India, Russia, and China respond to Trump's tariffs with closer cooperation, accelerating the creation of a parallel financial system. 02:29:24 – Trucker Visa Showdown A deadly crash by an Indian trucker triggers U.S. visa scrutiny, while India defends migrant drivers who undercut wages and send billions abroad. 02:49:33 – Infowars Purges Anti-Trump Voices Reports surface that Owen Shroyer was fired from Infowars for criticizing Trump, sparking charges that Alex Jones protects Trump at all costs. 03:04:23 – Alex Karp's Technocratic Republic Palantir CEO Alex Karp's new book is framed as a blueprint for a dystopian technocracy, blending despair about Silicon Valley with calls for “hard power” governance. 03:12:22 – Wright Brothers vs. State “Innovation” The Wright brothers' success is contrasted with government failure, used to argue that real innovation comes from individuals and free markets, not state subsidies. 03:19:07 – Meta-Constitution: Hidden World Government Global governance is said to already operate through NGOs, ISO standards, and digital ID systems—creating binding control without elections or constitutions. 03:41:17 – Vegas Shooting & Gun Control The Las Vegas massacre is revisited as Trump's pretext for banning bump stocks by executive order, setting precedent for future gun control. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
Congress returning to a fully packed agenda Tuesday following the August recess, from the Epstein Files and redistricting to the lack of reaching a clear government funding plan prior to the September 30th deadline. Meanwhile overseas alliances between Russia, China, India, and North Korea were reaffirmed as the leaders of the four nations met for the annual Shanghai Cooperation Organization (SCO) summit. Former Tennessee Congressman and Co-Host of ‘The Five', Harold Ford Jr., Anchor and Executive Editor of ‘The Story' with Martha MacCallum, Martha MacCallum, and FOX News Senior Congressional Correspondent Chad Pergram join Brett to discuss a possible government shutdown, and whether the growing alliances between China, Russia, India, and North Korea are a cause for concern. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
As Vladimir Putin rubs shoulders with Xi Jinping and Narendra Modi in Beijing, the West's failure to force Russia into peace in Ukraine has rarely been portrayed more starkly. Despite sanctions threats, neither China nor India has shown any sign of curtailing trade with Russia, and in response to Donald Trump's decision to single out Delhi for additional tariffs over its dealings in Russian energy, Prime Minister Modi appears to be looking elsewhere for diplomatic cover.To discuss how Moscow can benefit from strengthening these alliances, Victoria and Vitaly are joined by pre-eminent Russia expert, Fiona Hill, who is currently a senior fellow at the Brookings Institution - a Washington-based foreign policy think tank. She gives her take on the state of diplomatic efforts to end the conflict, and what the US and Europe might do next.You can fill out our audience questionnaire here: bit.ly/ukrainecastfeedbackToday's episode is presented by Victoria Derbyshire and Vitaly Shevchenko. The producers were Laurie Kalus and Julia Webster. The technical producer was XXXXX. The series producer is Tim Walklate. The senior news editor is Sam Bonham. Email Ukrainecast@bbc.co.uk with your questions and comments. You can also send us a message or voice note via WhatsApp, Signal or Telegram to +44 330 1239480You can join the Ukrainecast discussion on Newscast's Discord server here: tinyurl.com/ukrainecastdiscord
Major super powers push back against Trump. China, Russia, and India are united as they send President Trump a message. Plus, Chicago's mayor issues a warning to President Trump as his administration may be on the verge of launching a massive immigration crackdown. Learn more about your ad choices. Visit podcastchoices.com/adchoices
The Justice brothers are back from Labor Day and dive into one of the biggest catalysts of the year: the unemployment report. From “bad news is good news” to “good news is bad news,” they map out all four possible outcomes and how each could impact bonds, equities, and the dollar. They also review RSP, small-caps, and the Dow to see if breadth can keep strengthening the bull case. The discussion then shifts to China's AI surge—Alibaba's blowout growth, a domestic chip launch aimed at Nvidia, and DeepSeek's disruptive “Sputnik moment.” Add in September's seasonal headwinds, a packed “Stock It or Drop It” lineup (Ulta, Snowflake, CrowdStrike, Dick's, Wheaton, Delta, Citi), plus Coaches Corner on covered calls, tariffs, and trading setups—and you've got a can't-miss episode.
Carl Quintanilla and Jim Cramer explored where investors should put their money in September, a traditionally rough month for stocks. Jim discussed value names worthy of your attention. Consumer brands in the spotlight: Kraft Heinz to split into two publicly traded companies, PepsiCo shares jump on a report that activist investor Elliott Management has taken a $4 billion stake in the food and beverage giant, McDonald's brings back "Extra Value Meals," shares of Constellation Brands slide on lowered earnings guidance. Also in focus: President Trump's legal setback on tariffs, the China summit with President Xi, Russian President Putin and Indian Prime Minister Modi. Squawk on the Street Disclaimer
This week, Walter and Jeremy discuss US naval warships in Latin America, the latest poll of American opinion on Gaza, Trump's attempt to fire the governor of the Federal Reserve, and Xi Jinping's summit with Narendra Modi and Vladimir Putin.
The US government has long tried to divide China, India, and Russia, but Washington's aggressive actions have only brought them together. Donald Trump's tariffs, in particular, angered Indian PM Modi, who visited the Chinese city Tianjin for the 2025 Shanghai Cooperation Organization (SCO) summit, where the Eurasian countries deepened their relations. Ben Norton analyzes the important results of this historic meeting, and how the US empire's aggression has blown back. VIDEO: https://www.youtube.com/watch?v=qsFGCUtzzQ8 Topics 0:00 US imperial overstretch 1:25 China, Russia, India unite 3:38 Shanghai Cooperation Org (SCO) summit 4:48 Global Governance Initiative 6:50 New multipolar order 8:08 Members of SCO 9:29 Population of SCO 10:07 Economy of SCO 11:01 US empire seeks to divide Eurasia 12:49 Trump attacks India 13:37 Donald Trump's tariffs 14:52 India moves closer to China 16:23 Views India and China share 18:59 Modi meets with Xi Jinping 21:33 US war hawks are furious 22:02 (CLIP) John Bolton on India-China ties 23:20 US war hawks are furious 24:05 (CLIP) Jake Sullivan on India-China ties 25:17 USA alienates its "allies" 25:53 Trump makes China great again (川建国 Chuan Jianguo) 26:50 Trump accelerates US imperial decline 29:09 Dedollarization 30:48 CBDCs 32:42 Dedollarization 33:30 China proposes SCO development bank 33:48 SCO Tianjin Declaration 35:51 Need for UN reform 40:20 Multipolarity 41:07 International financial system 42:53 Xi Jinping's speech 46:43 Open-source artificial intelligence (AI) tech 47:38 Oppose the new cold war 48:15 Global South vision of multipolar world 50:45 Outro
Today, we return to the subject of investing in the global commodities markets. What are the key narratives out there on Main Street, Wall street and K Street and how are they shaping opportunities? How can you sort narrative from thesis? How does policy volatility and geopolitical volatility impact investments? And in a potential return to 1970s -style stagflation, what does that mean for commodities and portfolio theory? Our guest is Shia Hosseinzadeh, Founder and Chief Investment officer of OnyxPoint Global Management LP, an alternative asset manager focused on businesses serving the commodities sector. For more on OnyxPoint visit: https://www.onyxpointglobal.com/our-firmFor the Argus Global Markets Conference sign up here: https://www.argusmedia.com/en/events/conferences/global-markets-conference
With vengeful alien civilizations, virtual realities and hologram wives, Chinese science fiction is in its heyday — not just in China but around the globe. Renowned author Cixin Liu is at the forefront of the movement. His book, The Three-Body Problem is a Netflix's series. IDEAS explores what we can learn about China through it's science fiction.
Pablo José reconoce hay conversaciones sobre nombramientos demócratas a la junta de control fiscal Además, le dice NO a la militarización de Puerto Rico y a una posible invasión a Venezuela Converso con el representantes Conny Varela sobre la medida presentada conjuntamente con Pichy Torres Zamora para enmendar la constitución y crear cargo de vicegobernador Siguen los dimes y diretes entre los protagonistas del sistema eléctrico. Negociado critica el plan de proyectos de la AEE. Legislatura dice no los pueden obligar a legislar plan anticalentamiento global A la crisis energética pronto se sumará crisis por escasez de agua De moda los códigos de orden público municipales Política exterior de Trump comienza a crear una alianza entre China, Rusia e India See omnystudio.com/listener for privacy information.
The host reveals a shocking connection between international crime and American politics, arguing that the standoff in cities like Chicago is part of a larger, global conflict. Citing a U.S. Treasury report, he details how Chinese networks are laundering billions in cartel wealth through the U.S. financial system, with money flowing through real estate, casinos, and human trafficking. The host claims this alliance between China and cartels is a deliberate strategy to gain influence and control in the U.S. He links this directly to the Democratic party, alleging a "nexus" where the cartels and China provide the "voters" needed to combat the demographic shifts of Americans fleeing blue states.
US President Donald Trump says Washington DC is a 'safe space' after announcing he will send National Guard troops into Chicago . Do businesses agree?Elsewhere in the US, Google won a court case meaning it doesn't have to sell its popular Chrome web browser.Russia and China are working together on a major new gas pipeline deal. North Korean leader, Kim Jong-Un has made a very rare trip to Beijing.And could you go a month without spending? We hear about 'No Spend September', the social media trend about saving money.
With China and Russia agreeing to build a new gas pipeline through Siberia, we take a look at its global economic impact and what it could mean for the two countries as they become ever more reliant on each other.Elsewhere, Ed Butler discusses the economic forces driving the brutal civil war in Myanmar while visiting a rehabilitation centre inside Thailand where wounded rebel soldiers go to recover.We hear from farmers in Nigeria investing in solar power to keep water running to their farms.And Hannah Mullane hears how a supermarket in France is upsetting bakeries by undercutting them on price.
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Rescuers in Afghanistan race to reach quake-hit mountain villages. China's Xi Jinping is having a strong week as he convenes his ‘Axis of Upheaval'. Nestle's CEO is ousted over an affair he had with a subordinate. The trial of Brazil's former President Jair Bolsonaro nears a verdict. And Dwayne ‘The Rock' Johnson breaks his Hollywood mould in a gritty fight drama at the Venice filmfest. Sign up for the Reuters Econ World newsletter here. Listen to the Reuters Econ World podcast here. Find the Recommended Read here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Unpacking the Digital Shelf – The APAC Edition, Teresa is joined by Amanda Green, General Manager of Digital & Innovation at Treasury Wine Estates, to explore how the business is reimagining its approach to product content management to meet the evolving needs of today's digitally empowered shoppers across diverse markets. Amanda shares how Treasury Wine Estates is navigating the complexities of delivering local relevance at scale, building a product content strategy that supports both global consistency and regional nuance. From leveraging social platforms to strengthen product credibility in China, to harnessing the power of ratings and reviews to establish product authority within generative engines, Amanda offers a window into the strategic levers shaping TWE's digital content management approach. If you're grappling with the complexities of managing product content across multiple markets - and looking to future-proof your digital product content approach - this episode is for you.
The TSA was expected to screen about 17.4 million people over the Labor Day holiday. While airlines experienced minimal flight cancellations, there were some trouble spots. An Air Canada flight returned to Denver and passengers evacuated due to a possible electrical fire on board. CBS News' Kris Van Cleave reports. Following an annual summit, President Xi of China has invited many world leaders to celebrate the anniversary of the World War Two victory and observe a military parade. Russia's Vladmir Putin and North Korea's Kim Jong Un, who rarely leaves his country, are expected to join the event. CBS News national security contributor Sam Vinograd breaks down the annual Shanghai Cooperation Organization summit in China, which more than 20 world leaders attended, including Russia and India, and what it means for the U.S. on the global stage. Police in Houston are investigating the shooting death of an 11-year-old boy after he was shot and killed Saturday night while pranking a home by playing "ding dong ditch." Witnesses say a group of kids had been pranking homes by ringing doorbells and running away, when someone allegedly came out of a home and started shooting at the group. CBS News' Karen Hua reports. Bill Belichick made his college coaching debut Monday for the North Carolina Tar Heels, and the team was blown out by TCU, 48-14. Belichick, who led the New England Patriots to six Super Bowl championships, is guaranteed $10 million per year for three years. An Arkansas jury recently found car insurance giant State Farm shortchanged drivers with "totaled" cars, and similar lawsuits across the country could put money back into consumers' pockets. State Farm is fighting the lawsuits, telling CBS News that the company "always seeks to pay what we owe within the terms of the policy to help our customers recover from a loss." CBS News consumer correspondent Ash-har Quraishi has the details. Award-winning actor, producer and writer Issa Rae speaks to "CBS Mornings" about a new documentary called "Seen and Heard: This History of Black Television." She is executive producer of the two-part series that explores the history of Black representation on TV and how Black artists and creators revolutionized the industry while confronting major challenges. Emmy award winning actor Tom Pelphrey shares details about starring in the new thriller series "Task." He speaks to "CBS Mornings" about the show and what it's like working alongside co-star Mark Ruffalo. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Edition No239 | 02-09-2025 - Autocrats assemble. These are not nice people. Not kind people, nor generous or moral. They have reached the top of the pile in their respective countries, many of which are authoritarian or quasi authoritarian regimes. What does it take to achieve that, an to stay top of the pile for years, sometimes decades. For a start you must be the biggest bully in the playground, the most vicious fish in the pond. You may have had to dispose of rivals, - both authoritarian or democratic. Probably silence many journalists and critics. Subvert their legal systems and institutions of government. In a word, these people are the biggest C.U.N.T.S in their respective societies, most have no accountability to their populations, and some have thieved and raped their populations of resources and opportunities. Now, they have gathered in China, for the Shanghai Cooperation Organisation summit (SVO meets SCO).At the Shanghai Cooperation Organisation (SCO) summit in Tianjin, we witnessed what can only be described as a global warm embrace of authoritarian regimes — even as the world burns from war, repression, and in Ukraine stolen children. At the heart of this embrace, Xi Jinping, Vladimir Putin, and Narendra Modi posed as a new triumvirate of international order, with cheering applause for Russia's war machine. But it is an alliance of disorder and death. ----------SOURCES: https://edition.cnn.com/2025/09/01/china/china-putin-xi-meeting-sco-summit-intl-hnkhttps://www.aljazeera.com/news/2025/9/2/chinas-victory-day-military-parade-whos-attending-and-why-it-mattershttps://abcnews.go.com/International/north-koreas-kim-crosses-china-meet-xi-putin/story?id=125172027https://www.independent.co.uk/asia/east-asia/kim-jong-un-arrive-china-victory-parade-vladimir-putin-b2818199.htmlhttps://www.aljazeera.com/news/2025/9/2/china-russia-pledge-new-global-order-at-shanghai-cooperation-summithttps://news.sky.com/story/chinese-russian-and-indian-leaders-seek-to-show-unity-and-push-for-new-world-order-in-beijing-meeting-13423244https://www.reuters.com/world/china/putin-thanks-xi-his-dear-friend-warm-welcome-china-2025-09-02/https://www.politico.eu/article/chinas-xi-welcomes-putin-modi-trump-roils-global-relations/----------Partner on this video: KYIV OF MINE 'Kyiv of Mine' is a documentary series about Ukraine's beautiful capital, Kyiv. The film production began in 2018, and much has changed since then. It is now 2025, and this story is far from over.https://www.youtube.com/@UCz6UbVKfqutH-N7WXnC5Ykg https://www.kyivofmine.com/#theprojectKyiv of Mine is fast paced, beautifully filmed, humorous, fun, insightful, heartbreaking, moving, hopeful. The very antithesis in fact of a doom-laden and worthy wartime documentary. This is a work that is extraordinarily uplifting. My friend Operator Starsky says the film is “Made with so much love. The film series will make you laugh and cry.” ----------SILICON CURTAIN LIVE EVENTS - FUNDRAISER CAMPAIGN Events in 2025 - Advocacy for a Ukrainian victory with Silicon Curtainhttps://buymeacoffee.com/siliconcurtain/extrasOur events of the first half of the year in Lviv, Kyiv and Odesa were a huge success. Now we need to maintain this momentum, and change the tide towards a Ukrainian victory. The Silicon Curtain Roadshow is an ambitious campaign to run a minimum of 12 events in 2025, and potentially many more. Any support you can provide for the fundraising campaign would be gratefully appreciated. https://buymeacoffee.com/siliconcurtain/extrasWe need to scale up our support for Ukraine, and these events are designed to have a major impact. Your support in making it happen is greatly appreciated. All events will be recorded professionally and published for free on the Silicon Curtain channel. Where possible, we will also live-stream events.https://buymeacoffee.com/siliconcurtain/extras----------
In this week's episode of China Insider, Miles Yu unpacks President Trump's recent announcement that the US would receive 600,000 Chinese students to attend American universities and colleges, and the impact this will have on established US national security policy to counter CCP influence in US academia. Next, Miles comments on Xi Jinping's recent message to President Zelensky for celebration of Ukraine's independence day, and details the context behind the exchange following last week's summit of European leaders in DC and Zelensky's comments regarding China's potential participation in conflict resolution procedures. Lastly, Miles revisits the latest report from the China Center, China After Communism: Preparing for a Post-CCP China, highlighting the public response and widespread reception now a month out from the initial release.China Insider is a weekly podcast project from Hudson Institute's China Center, hosted by China Center Director and Senior Fellow, Dr. Miles Yu, who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world's future.
Major parcel carriers like UPS and DHL are hiking surcharges ahead of the holiday season, with UPS adding fees for residential services, next-day air, oversized packages, and high-volume shippers starting September 8th. These increases, which follow earlier announcements from FedEx and UPS, are designed to ensure operational reliability through January 17th. In a significant legal development, a federal court has ruled most of President Trump's tariffs illegal, finding that the emergency law he used did not grant him authority to levy them in a 7-4 decision. This decision could impact tariffs on China, Canada, and Mexico, though they will remain in place through October 14th to allow for an appeal to the US Supreme Court. In trucking technology, Torque Robotics has partnered with Edge Case Research to develop robust safety cases for Level 4 autonomous trucks, with Edge independently assessing Torque's driverless safety framework. This collaboration supports Torque's commitment to safety and independent validation, aiming to launch fully autonomous long-haul trucks in the U.S. by 2027. Don't miss today's FreightWaves TV programming, including a new episode of Check Call with Mary O'Connell at 12:30, followed by Loaded and Rolling with Thomas Wason at 2 PM. Also, remember to register for the upcoming F3 event at live.freightwaves.com and use the code MORNINGMINUTEF325 to save up to $900 on your ticket. Learn more about your ad choices. Visit megaphone.fm/adchoices
US equity futures are slightly weaker. Asia ended mixed, and European markets are softer. Focus is on upcoming US data with ISM, JOLTS, ADP, and nonfarm payrolls due this week following July PCE inflation in line with expectations; Fed Governor Waller reiterated support for a September 25 bp cut and signaled more easing over the next three to six months; Trump repeated claims India offered to cut tariffs to “nothing,” though no details of resumed talks; SCO summit in China reinforced anti-US optics with Modi appearing alongside Xi and Putin; In Europe, political risks rose as French PM Bayrou faced pressure and far-right National Rally positioned for new elections.Companies mentioned: Alibaba Group, Chevron
In this episode of NucleCast, Gibum Kim from the Korean Institute for Defense Analysis to discuss the recent political changes in South Korea, particularly the impact of the new Democratic Party leadership on foreign policy, especially regarding North Korea and the US-South Korea alliance. They explore the philosophical differences between the political parties regarding denuclearization, the future of the US-South Korea alliance, and the challenges posed by China. The conversation concludes with Gi-bum's wishes for the future of South Korea's security and international relations.Gibum KIM is an associate research fellow at the Korea Institute for Defense Analyses (KIDA). He leads the Current Issues Team under the Future Strategy Office. Before becoming the Team Lead, his research focused on issues pertaining to the ROK-U.S. alliance, U.S. nuclear strategy and extended deterrence, and defense space strategy at the Center for Security and Strategy. He was formerly a research associate at both the Office of the Vice President for Research and the Center for Foreign Policy and National Security of the Asan Institute for Policy Studies (AIPS) in Seoul. Mr. Kim was a member of the Pacific Forum Young Leaders Program from 2014 to 2019. He earned both an MA and BA in Political Science at the College of Political Science and Economics, Korea University, and is pursuing his doctoral degree at his alma mater. His research interests include issues related to nuclear strategy, nonproliferation, alliance politics, defense space strategy, and multilateral security cooperation in the Indo-Pacific region.Socials:Follow on Twitter at @NucleCastFollow on LinkedIn: https://linkedin.com/company/nuclecastpodcastSubscribe RSS Feed: https://rss.com/podcasts/nuclecast-podcast/Rate: https://podcasts.apple.com/us/podcast/nuclecast/id1644921278Email comments and topic/guest suggestions to NucleCast@anwadeter.org
00:00 Intro01:01 Photo With Xi, Modi, Putin Goes Viral; Xi Talks Global Governance03:55 Expert on Xi Hosting Summit to Signal Solidarity07:25 Trump: India Offers to Cut Tariffs on US to Zero08:03 Musk's xAI Sues Chinese National Ex-Engineer Over Secrets09:21 AI-Powered Tool Could Revolutionize Manufacturing11:54 Activist Projects Anti-CCP Slogan in China13:20 India Racing to Counter China's Mega Dam Project16:20 Iran Is Facing a Return of UN Sanctions21:19 Taiwan Criticizes China Over False WWII Claims
Today on Truth in Politics and Culture China holds a summit of over 20 nations to strengthen their drive to become the world's leading economic and military power. India's attendance raises eyebrows in the U.S., but can this alliance last? The U.S. Court of Appeals for the Federal Circuit declared most of President Trump's tariffs unconstitutional. Next stop, the U.S. Supreme Court. And, why are progressives mocking Christian prayers when Christians are literally under fire?
President Xi flexes his military might for Putin as the White House watches what could be a new world order take shape ... President Trump blames the Covid vaccine developed on his watch for ripping apart the CDC ... Even big tech now admits AI could put the planet at risk. Learn more about your ad choices. Visit podcastchoices.com/adchoices
World leaders have gathered in China ahead of tomorrow's military parade to mark the end of the Second World War. Xi Jinping, Vladimir Putin and Narenda Modi were among the 20 other leaders welcomed to what's been dubbed the 'anti-NATO' summit to discuss global security and economic matters ahead of the event. What can we learn from the relationships between the attendees and how should the West react?This podcast was brought to you thanks to the support of readers of The Times and The Sunday Times. Subscribe today: http://thetimes.com/thestoryGuest: Richard Spencer, China Correspondent, The Times, andCatherine Philp, World Affairs Editor, The Times. Host: Manveen Rana. Producer: Edward Drummond. Clips: APT, Reuters, SCMP.Photo: Getty Images. Get in touch: thestory@thetimes.com Hosted on Acast. See acast.com/privacy for more information.
El audio aborda varios temas de actualidad en España. Se debate sobre la propuesta de una Agencia Estatal de Protección Civil para gestionar incendios forestales, señalando la burocracia y el exceso de agencias. También se menciona la aprobación de una hoja de ruta contra el cambio climático y la baja audiencia de una entrevista al Presidente Sánchez. En sucesos, un hombre se atrinchera en Valencia. En deportes, se cierra el mercado de fichajes de fútbol con casi 40 incorporaciones y se prepara la selección española. Económicamente, agosto fue un mal mes para el empleo, perdiéndose casi 200.000 puestos de trabajo, aunque se destacan sectores como la informática. A nivel internacional, Rusia, China e India fortalecen lazos en la cumbre de Shanghái. Además, se incluyen anécdotas sobre confusiones al enviar mensajes de WhatsApp, como mandar una foto a la suegra por error o un médico teletrabajando desde la playa. También se discuten temas como la numeración de los teléfonos de personas ...
Vor einem regionalen Gipfel in Tianjin trifft der indische Premierminister Narendra Modi den chinesischen Staatschef Xi Jinping. Dabei betonen beide Seiten die Bedeutung von Zusammenarbeit, obwohl langjährige Spannungen weiter bestehen.
In this episode of the China Biopharma English-language Podcast, Shanghai-based senior reporter Xu Hu talks about the release for the first time by China's National Healthcare Security Administration in August of a preliminary list of innovative drugs reimbursed by commercial insurance and the key reasons that have driven this reform. Related story links: https://insights.citeline.com/pink-sheet/geography/asia/china/china-signals-commercial-insurance-biotech-and-foreign-owned-hospitals-as-policy-priorities-6WABWKHO3VCRHNSCOXGABSHTZE/ https://insights.citeline.com/pink-sheet/market-access/government-payers/china-unveils-multiple-policies-to-support-innovative-drugs-throughout-life-cycle-JFEHXBAS2ND3PGJYKOF7NB6ZCM/ https://insights.citeline.com/pink-sheet/geography/asia/china/china-signals-commercial-insurance-biotech-and-foreign-owned-hospitals-as-policy-priorities-6WABWKHO3VCRHNSCOXGABSHTZE/
With the West's ability to promote democratic transitions essentially dead, a struggle for influence is unfolding inside Bangladesh. Its traditional alliance with India is being replaced by a scramble for economic influence among China, Pakistan, the US, and Russia – none of whom are genuinely committed to promoting free elections inside the country. If you add in the fallout from the recent India-Pakistan war and Trump's tarriffs against India for importing Russian crude, you could say that a full-blown great game for South Asia is a foot. Amidst this backdrop, we return to our investigation of Bangladesh as a microcosm of the Global Enduring Disorder. There, a year ago Sheikha Hasina was removed by student protests. Since then the Nobel Laurate Mohammad Younis has been presiding over a caretaker government, which has pledged it will hold elections in February 2026. On today's pod, we will explore how the IG (interim government) in Bangladesh has essentially done all the same things that it accused the previous government of doing- locking up journalists, being repressive, taking over the economy, favouring cronies, and shying away from democratic reforms. They have said the election will be Feb but many analysts we spoke to don't believe them. We at the Disorder pod think it is equally our role to try to hold Bangladeshi politicians to account to honour their laws and commitments, just as we would do with Trump when he violates the constitution or tries to tamper with Federal Reserve Independence. Being tough on developing world democracies is our sign of respect for them. To help guide the mega orderers on this journey, Jason is joined by Taufiq Rahim. He is the author of Trump 2.5: A Primer and Middle East in Crisis & Conflict: A Primer, and he publishes longform essays on Geopolitico. Taufiq is a Senior Fellow for the Future Security Program at New America and a Research Fellow at the Mohammed bin Rashid School of Government. Producer: George McDonagh Subscribe to our Substack - https://natoandtheged.substack.com/ Disorder on YouTube - https://www.youtube.com/@DisorderShow Show Notes Links: Our previous episode on Bangladesh https://pod.link/1706818264/episode/ZTJiYmNmYmEtN2IzOC0xMWVmLTkxNmMtMGI4YjI4NjI4ZThm?view=apps&sort=popularity Trump's Kashmir Conundrum - National Review https://apple.news/A1njysA98SYeo0r2UvWiqlw The China-Pakistan-India tussle over Bangladesh (https://www.atlanticcouncil.org/blogs/new-atlanticist/bangladesh-may-have-ended-its-india-china-tightrope-game-but-it-must-continue-to-tread-carefully/) The evolution of the US-India strategic partnership (https://www.cfr.org/article/will-trumps-india-tariffs-affect-critical-us-partnership) & https://www.rusi.org/explore-our-research/publications/commentary/indias-diplomacy-dual-alignments-russia-and-us For more on https://taufiqrahim.com/ Trump 2.5: A Primer -- https://trumpprimer.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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President Xi Jinping is holding bilateral talks with Russia's President, Vladimir Putin;
In ganz Europa boomt die Rüstung und mit ihr die Hoffnung auf wirtschaftliches Wachstum. Doch der Boom birgt auch Risiken - nicht zuletzt, weil Waffen Menschen töten.
欢迎收听雪球出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫2025年中报季“后日谈”,来自许舒。今年繁忙的中报季已落下帷幕,我所持有的公司就本身业绩而言基本都符合预期,少数优等生超出了预期,就股价表现而言则远比微观财务数据和当前的宏观经济数据更积极。虽然本轮中国要实现真正的经济复苏还差临门一脚,最近7~8月份的房地产和居民消费甚至又观测到出现了新一轮的走弱,但正如巴菲特的一句名言所说:“等你听到杜鹃鸟鸣叫时,春天都已经快要过去了。”所以在金融市场向来都是预期先行,事实都是后验的。最近两三个月我几乎每周甚至每一天的净值都在创新高,截至此刻我今年的收益率已经超过40%,跑赢了港股、A股的一切主流宽基指数、行业指数和风格指数,甚至跑赢了当前最炙手可热的中证半导体指数。这是我在仅有8成左右股票仓位,且完全没去凑热闹炒AI、炒创新药、炒新消费,再加上年初我的第一大持仓中海油严重拖后腿的诸多不利情况下实现的。回想我至今的人生,可以说是运交华盖、四处碰壁,被人误解和拒绝早已如同家常便饭。但不得不说,有时候就连我自己都低估了我自己。在过去几年漫长的熊市中持续赚钱,做出大量超额收益倒也罢了,今年由熊转牛还能继续跑出阿尔法,换做是十年前的我,应该是做不到的,今年我的超预期表现说明我也在不断进化。如今的我和过去的我的最大区别,就是不再只低头看微观财务,还要抬头看行业中观和眺望整体的宏观。今天这篇“后日谈”主要也是为了把我最新的“宏观-中观-微观”的综合投资体系再次梳理总结一下。首先,宏观并非不可预测,而是可以被直观地拆解成“增长”、“通胀”和“货政&财政”三大要素,分别选取采购经理指数,生产者物价指数和消费者物价指数和M1作为观测指标。宏观周期的研判并不难,当你把采购经理指数等前述指标绘成曲线图时,何处是底,何处是顶,何处由衰退进入复苏,何处又由繁荣向下坠落,基本上一目了然。宏观周期的判断非常看重经验归纳而不必刻意寻求逻辑演绎,比如本轮衰退通缩最深处的2023年7-8月,采购经理指数跌落至了45-46,消费者物价指数下行来到了-5.7%,不用怀疑,这就是宏观的数量增长和名义价格的经验底部,此时你需要无脑相信它将来一定会均值回归,而不能被当时一些流行的宏大叙事和看似雄辩的逻辑给PUA了。像什么ABC呀,Anything but China、“失去的三十年”呀、甚至“百年长夜”呀,如今回头看,都付笑谈中。时至现在的2025年8月,我愈发坚信在现代“央行-商业银行”金融系统和现代“赤字-国债”财税系统的双核心驱动之下,一个大国的生产者物价指数,消费者物价指数这些核心宏观指标的均值回归是一件必然的事情,这比区区个股的微观估值由0.5 PB回归到1 PB更具有确定性。在择时层面,抄底跌到0.5 PB的个股,远不如抄底-5%的PPI可靠。现代商业银行的贷款,央行的再贷款及各种结构性基础货币投放工具说白了就是无中生有、凭空记账,现代财政的预算赤字和国债增发也是可以无限翻滚续期的。所以你会发现在这种体制下,每年的广义货币供应量M2,赤字规模和国债余额都是复利增长的,这也是股票或其他权益投资将长期获得复利增长的最底层逻辑。银行存款和债券等固收品种则不然,固收品种只有可怜巴巴的一点单利,长期看必然是为他人做嫁衣裳。所以宏观分析给予我的最大实用启示有两点:第一是大仓位择时,说得更动听一点就是以股、债为代表的大类资产配置;第二则是长期看必然要以股票或其他权益资产作为主导,才能在当今的金融和财税体系下实现较高的个人财富复利增速——比如我一直念叨的年化26%,三年翻倍,十年加零。以债券、现金、存款为代表的固收类资产只有在牛市泡沫后期或者经济已经过热,在需要宏观避险的少数时候才会进行大量配置。然后到了中观行业层面,这部分的分析就是用来校准航向标的,避免我们雾海行船乱触礁。我的核心观点就是一定要选择景气上升阶段的行业,而且只做垄断竞争以上、最好能达到寡头垄断格局的行业。接着,我们只需要选择其中市占率最高、盈利能力最强、竞争优势最显著的那个龙头公司就行。用更形象的话来说,景气不断上升则代表该行业的蛋糕越做越大,而其中最大的那家垄断寡头则必然在切蛋糕的时候能给自己分到最大、最甜美的一块。我的这两大中观筛选条件缺一不可,有的行业确实景气度急剧上升,但其中的现状却是大量竞争者们一哄而上,宁肯饿死自己,也要卷死同行,动辄就干到了产能严重过剩、全行业集体亏损的地步,请问这样的行业景气度上升又有什么意义呢?另一种情形则是行业整体日薄西山,气息奄奄,需求逐年萎缩,虽然鲜有新进入的竞争对手,但该行业现存的垄断寡头们都是一片暮气沉沉的景象,这样的行业也是要坚决避开的。对行业景气度周期的判断一般看四大周期,分别是康波周期、库兹涅茨周期、朱格拉周期和基钦周期,我在今年年初的那篇《大年初五迎财神——四周期叠加视角下的中国经济展望报告》中曾有详细介绍。康波周期太漫长,主要用于讲故事画大饼;库兹涅茨周期早已被现代的居民房贷严重干扰,还不如直接分析居民的债务周期,所以在实操层面我一般采用朱格拉周期和基钦周期来做判断。朱格拉周期直接看该行业的产能利用率就可以了,目前中国的规上工业企业平均产能利用率是73%左右,我挑选的行业的产能利用率都在85%以上,甚至大多都是95%以上接近满产。低于73%这个全国平均值的行业,我直白地说那就是产能过剩,我不建议在过剩的行业中去参与内卷、博弈困境反转。至于基钦周期即库存周期的判断,我也曾反复进行过论述,今天高度概括起来说,就是要在该行业“被动去库”的末期进入到“主动补库”初期的底部拐点时大胆介入,在“被动补库”的尾声看到“主动去库”的苗头已显露的时候要赶紧提桶跑路。根据我的多年经验,朱格拉周期和基钦周期才更具有实用价值。对行业竞争格局的判断则更容易了,直接看该行业的前几名的集中度或市场占有率就可以了。我的基本要求是行业集中度要至少能达到50%以上,占据该行业的半壁江山,最好是整个细分行业干脆就由两三家寡头瓜分。投资的根本目标就是为了实现财富的复利增长,那么如何才能最大概率地实现复利增长呢?我的答案就是:拥抱垄断、远离竞争,不论是多年的自由竞争到最后形成的市场垄断,还是特许经营权赋予的行政垄断都是可行的。特别再提醒一点就是当买行政垄断的公司时,我建议避免出厂价格受到严格管制的行业。好不容易都获得垄断牌照了,结果还不让企业的终端售价跟随生产成本的上升而涨价,那岂不是白垄断了?总之只有当一家公司具备了坚不可摧的垄断优势,才能高壁深垒,割据一方,它每年的收入、利润、现金流和股息分红就会自然实现复利增长。反之,如果整条街都是竞争对手,就像街上随处可见的奶茶店、餐饮店、服装店一样,随便什么人都可以来抢走你的订单、抢走你的客户,这样的生意每年能存活下来就已经够辛苦了,就不要再奢谈什么长期复利增长了。综上,中观行业层面达不到我的要求的公司,其他方面比如它的微观财务数据再好,我也不感兴趣。最后来到了微观财务的环节,我相信关注我的网友大多都是身经百战的老江湖,并不需要我来班门弄斧。所以这部分我会写得更简洁一些,主要只为照顾新加关注的年轻网友。高度总结起来我主要看三点:1.坚如磐石的资产负债表;2.“含金量”高的利润表,最好是能产生大量的自由现金流;3.以及长期可持续的股息分红和回购。对于第一点资产负债表来说,我最看重债务权益比,我一般不愿意财务权益比超过70%的股票,超过100%则会坚决回避。公司金融领域的大量统计数据归纳表明,最佳的D/E Ratio应在35%左右,此时公司的加权平均资本成本WACC最低,整体处于最优的资本配置状态。对于第二点利润表来说,公司长期以来的净利润要和经营现金流净额基本相匹配才行,这是我的基本要求。对于1 PB以上的个股来说,我不仅要求经营现金流,还必需要求自由现金流才行。对于1 PB以下的破净股来说,就不必那么严格了。然后,10倍市盈率或者10倍的市值/自由现金流估值倍数,就是未来零增长假设下的合理估值,我对所有持仓股票的买点均在10倍估值乘数以下。而零增长假设下的价值股的一旦静态估值超过15倍,或者具有一定增长潜力的成长股的静态估值超过20倍,我是压根儿不会去看的,宁肯错过,也不愿犯错。最后对于股息分红和回购来说,一家公司的利润分配率如果能长期保持在30%以上我就满意了。我并不片面追求过高的利润分配率,因为公司毕竟还要进行各项资本支出或寻求股权并购机会以获得未来中长期的增长,或者需要补充营运资本以增加中短期的经营韧性和抗风险的能力。股票之所以是一种长期复利增长的投资工具,不仅在于你每年收到的股息分红可以进行复投,还在于公司存留在体内的“存留收益”也会进行“再投资”以图实现未来的增长——比如花钱去新建工厂、安装新生产设备、采购新的原材料库存、招聘和培训新的员工、拓展新的销售渠道。在股息分红复投和公司体内“存留收益”再投资的双重复利增长曲线的作用下,一旦选股成功,长期回报率必将远超债券、存款等固收品种以及黄金。况且,能做到10年20年分红比例都维持在30%以上的公司,已经是凤毛麟角了,没有必要苛求更多。综上在微观财务层面,70%以下的债务股权比,10倍的市盈率或者自由现金流估值倍数,以及30%以上的利润分配率,就是我多年来在实操层面用于快速筛选个股的三大指标,希望能对看到的网友带来一点实际帮助。现在的我每天早上一睁眼,大脑就会自动把持仓股票先从“宏观-中观-微观”过一遍,然后再从“微观-中观-宏观”又过一遍。这套投资体系的最大特点就是实用、稳健和非常能够容错,是我在本轮2022到2024的衰退通缩周期中被反复毒打、经过反复思考改进后得到的最新解决方案。要知道中国本轮的衰退周期是叠加了内部的疫情封控、房地产崩盘和外部的地缘对抗、阵营割裂的一段时期,其凶险程度是史无前例的。这不是一般的衰退周期,而是动辄要预期人民币资产全部归零、中国将陷入“百年长夜”的耸人听闻的宏大叙事下的一段黑暗时期。如果我的这套投资体系连2022-2024年都能成功渡过来的话,那么今后真的就是“万水千山只等闲”了。自上而下则是凭高视下,势如劈竹;自下而上则是热刀割蜡,锐不可当。在这个上下相连的严密逻辑闭环之中,净值的逐年复利增长将会是一个自然而然的结果。最后在此基础之上建立起来的具体大类资产和个股配置比例,则是另一个大的话题了,今后有机会再聊。
France is pivoting its tourism strategy to court higher-spending long-haul visitors from Asia, the Gulf, and North America, aiming to boost international tourism revenue by 41% by 2030 with a focus on longer, higher-quality stays. Despite record Northern European heat this summer, Visit Sweden says tourism impacts have been minimal so far, though climate projections warn the Nordics will warm faster than the global average. India and China agreed to restart direct flights after a five-year pause, signaling tentative thawing of ties, though no timeline has been announced. France Is the Most-Visited Country But Spending Trails Rivals Can Sweden Remain a Summer Refuge as Extreme Heatwaves Spread North? India and China to Restart Direct Flights After 5-Year Freeze Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.
Russiese president Vladimir Putin het by die Shanghai Samewerking-organisasie se beraad in China gesê hy en Amerikaanse president Donald Trump het in Alaska tot 'n verstandhouding gekom oor 'n einde aan die oorlog in Oekraïne. Analiste glo egter dat Putin die opperhand het en Trump aan 'n lyntjie hou. Dit is omdat Trump se dreigemente van ernstige sanksies nie gerealiseer het nie, ten spyte van verskerpte Russiese aanvalle op Oekraïne. SkyNews het met die voormalige Russiese premier, Mikhail Kasyanov, gepraat, wat sê daar is nie 'n kans dat Putin Oekraïne se Volodomyr Zelensky alleen sal ontmoet nie.