Podcasts about Economics

When politicians hand the gun industry a liability shield, they're not “protecting freedom,”they're protecting a business model built on body counts. Before Trump, Republicans largely only shaded the truth: George W. Bush's administration asserted “we know” Iraq has WMDs. The statements danced on ambiguous intelligence, carefully presenting suspicions as certainties.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mostly Growth on YouTube: https://www.youtube.com/@MostlyGrowthMostly Growth on Apple: https://podcasts.apple.com/us/podcast/mostly-growth/id1842238102Mostly Growth on Spotify: https://open.spotify.com/show/3KDtaLaXx1obFp5PUhZ6V3In this year-end episode of Mostly Growth, CJ Gustafson, Kyle Poyar, and Ben Hillman reflect on what it actually takes to build a modern media business around newsletters and podcasts. They unpack CJ's first year going full-time, comparing creative intuition versus metric-driven operating styles, and discuss what content truly drives growth. The conversation also covers distribution dynamics, the emotional reality of unsubscribes and burnout, and closes with a candid look at monetization, team building, and the tradeoffs between simplicity and scale.—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—LINKS:Mostly Metrics: https://www.mostlymetrics.comCJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Growth Unhinged: https://www.growthunhinged.com/Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/Slacker Stuff: https://www.slackerstuff.com/Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/https://www.growthunhinged.com/p/deep-research-for-gtmhttps://www.growthunhinged.com/p/2025-state-of-b2b-gtm-reporthttps://www.mostlymetrics.com/p/presenting-the-state-of-the-agentic-financial-stackhttps://www.mostlymetrics.com/p/the-great-ai-arr-illusionhttps://www.mostlymetrics.com/p/presenting-the-2025-tech-stack-reporthttps://www.mostlymetrics.com/p/download-the-annual-planning-biblehttps://www.growthunhinged.com/p/how-to-sell-annual-planshttps://www.growthunhinged.com/p/get-recommended-by-chatgpthttps://www.growthunhinged.com/p/gtm-vibecoding-ideashttps://www.growthunhinged.com/p/how-to-use-ai-agents-for-marketing—RELATED EPISODES:We get roasted for swag and drop some GTM goldhttps://youtu.be/uubf_8al95wDo vanity plates bring serious business?https://youtu.be/Cm1rubFb-kgPricing in the Real World: Babies, Bots, and Billinghttps://youtu.be/T1cjFSZR0k0—TIMESTAMPS:00:00:00 Preview and Intro00:01:52 Sponsors — Pulley | Metronome00:04:12 Action Figure Swag and Year-in-Review Setup00:05:47 Going Full-Time and the First-Year Reality Check00:07:24 Writing Schedules, Creative Work, and Time Optimization00:09:16 Writing Speed, Craft, and the Myth That Time Equals Quality00:10:51 Perfectionism vs. Throughput in Newsletter Writing00:13:03 Creator Burnout, Motivation, and Engagement Anxiety00:14:08 Playing the Long Game vs. Obsessing Over Metrics00:15:42 Best Work of the Year and High-Leverage Content Bets00:17:55 Big Research Reports as Career-Defining Projects00:19:19 When Memes Outperform Deep Work00:19:52 LinkedIn Algorithms vs. Content Quality00:20:51 Writing for the Feed vs. Writing to Think00:22:03 Optimizing LinkedIn Profiles for Credibility00:23:47 Subscriber Growth, Audience Quality, and Churn Reality00:27:20 Reports and Research as Growth Engines00:28:37 Tactical “How-To” Content That Actually Converts00:30:21 Tactical Value Beats Sounding Smart00:30:40 Building a Team and Scaling Beyond a Solopreneur00:32:05 Simplicity vs. Scale in Early Business Decisions00:35:37 Avoiding Boredom and Shiny Object Syndrome00:37:12 Balancing Writing, Consulting, and Energy00:37:54 Making the Leap Financially as a Creator00:39:01 Subscriptions vs. Advertising as the Real Business Model#MostlyGrowthPodcast #CreatorEconomy #IndependentCreator #NewsletterBusiness #YearInReview This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

A series of academic studies suggest that the wealthy are, to put it bluntly, selfish jerks. It's an easy narrative to embrace — but is it true? As part of GiveDirectly's “Pods Fight Poverty” campaign, we revisit a 2017 episode. SOURCES:Jim Andreoni, professor of economics at the University of California, San Diego.Nikos Nikiforakis, professor of economics at New York University in Abu Dhabi.Paul Piff, associate professor of psychology at the University of California, Irvine.Jan Stoop, associate professor of applied economics at the Erasmus School of Economics. RESOURCES:"Are the Rich More Selfish Than the Poor, or do They Just Have More Money? A Natural Field Experiment," by James Andreoni, Nikos Nikiforakis, and Jan Stoop (National Bureau of Economic Research, 2017)."Exploring the Psychology of Wealth, 'Pernicious' Effects of Economic Inequality," (PBS NewsHour, 2013)."Poverty Impedes Cognitive Function," by Anandi Mani, Sendhil Mullainathan, Eldar Shafir, and Jiaying Zhao (Science, 2013)."Higher Social Class Predicts Increased Unethical Behavior," by Paul Piff, Daniel Stancato, Stéphane Côté, Rodolfo Mendoza-Denton, and Dacher Keltner (PNAS, 2011)."Relative Earnings and Giving in a Real-Effort Experiment," by Nisvan Erkal, Lata Gangadharan, and Nikos Nikiforakis (American Economic Review, 2011)."Experimenter Demand Effects in Economic Experiments," by Daniel John Zizzo (Experimental Economics, 2009)."Impure Altruism and Donations to Public Goods: A Theory of Warm-Glow Giving," by James Andreoni (The Economic Journal, 1990)."Privately Provided Public Goods in a Large Economy: The Limits of Altruism," by James Andreoni (Journal of Public Economics, 1987)."A Positive Model of Private Charity and Public Transfers," by Russell Roberts (Journal of Political Economy, 1984).Pods Fight Poverty Campaign on Give Directly. EXTRAS:“How to Raise Money Without Killing a Kitten,” by Freakonomics Radio (2013). Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Original Release Date: November 19, 2025Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today I'll discuss our outlook for 2026 that we published earlier this week. It's Wednesday, Nov 19th at 6:30 am in New York. So, let's get after it. 2026 is a continuation of the story we have been telling for the past year. Looking back to a year ago, our U.S. equity outlook was for a challenging first half, followed by a strong second half. At the time of publication, this was an out of consensus stance. Many expected a strong first half, as President Trump took office for his second term. And then a more challenging second half due to the return of inflation. We based our differentiated view on the notion that policy sequencing in the new Trump administration would intentionally be growth negative to start. We likened the strategy to a new CEO choosing to ‘kitchen sink' the results in an effort to clear the decks for a new growth positive strategy. We thought that transition would come around mid-year. The U.S. economy had much less slack when President Trump took office the second time, compared to the first time he came into office. And this was the main reason we thought it was likely to be sequenced differently. Earnings revisions breadth and other cyclical indicators were also in a phase of deceleration at the end of 2024. In contrast, at the beginning of 2017—when we were out of consensus bullish—earnings revisions breadth and many cyclical gauges were starting to reaccelerate after the manufacturing and commodity downturn of 2015/2016. Looking back on this year, this cadence of policy sequencing did broadly play out—it just happened faster and more dramatically than we expected. Our views on the policy front still appear to be out of consensus. Many industry watchers are questioning whether policies enacted this year will ultimately lead to better growth going forward, especially for the average stock. From our perspective, the policy choices being made are growth positive for 2026 and are largely in line with our ‘run it hot' thesis. There's another factor embedded in our more constructive take. April marked the end of a rolling recession that began three years prior. The final stages were a recession in government thanks to DOGE, a rate of change trough in expectations around AI CapEx growth and trade policy, and a recession in consumer services that is still ongoing. In short, we believe a new bull market and rolling recovery began in April which means it's still early days, and not obvious—especially for many lagging parts of the economy and market. That is the opportunity. The missing ingredient for the typical broadening in stock performance that happens in a new business cycle is rate cuts. Normally, the Fed would have cut rates more in this type of weakening labor market. But due to the imbalances and distortions of the COVID cycle, we think the Fed is later than normal in easing policy, and that has held back the full rotation toward early cycle winners. Ironically, the government shutdown has weakened the economy further, but has also delayed Fed action due to the lack of labor data releases. This is a near-term risk to our bullish 12-month forecasts should delays in the data continue, or lagging labor releases do not corroborate the recent weakness in non-govt-related jobs data. In our view, this type of labor market weakness coupled with the administration's desire to ‘run it hot' means that, ultimately, the Fed is likely to deliver more dovish policy than the market currently expects. It's really just a question of timing. But that is a near-term risk for equity markets and why many stocks have been weaker recently. In short, we believe a new bull market began in April with the end of a rolling recession and bear market. Remember the S&P [500] was down 20 percent and the average S&P stock was down more than 30 percent into April. This narrative remains underappreciated, and we think there is significant upside in earnings over the next year as the recovery broadens and operating leverage returns with better volumes and pricing in many parts of the economy. Our forecasts reflect this upside to earnings which is another reason why many stocks are not as expensive as they appear despite our acknowledgement that some areas of the market may appear somewhat frothy. For the S&P 500, our 12-month target is now 7800 which assumes 17 percent earnings growth next year and a very modest contraction in valuation from today's levels. Our favorite sectors include Financials, Industrials, and Healthcare. We are also upgrading Consumer Discretionary to overweight and prefer Goods over Services for the first time since 2021. Another relative trade we like is Software over Semiconductors given the extreme relative underperformance of that pair and positioning at this point. Finally, we like small caps over large for the first time since March 2021, as the early cycle broadening in earnings combined with a more accommodative Fed provides the backdrop we have been patiently waiting for. We hope you enjoy our detailed report published earlier this week and find it helpful as you navigate a changing marketplace on many levels. Thanks for tuning in. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

Lev Parnas, Ukrainian-American businessman turned political activist, and author joins Thom to expose the reality of Donald's duplicity with Ukraine. Is Russia already at war with us? Tanks aren't rolling through cities, but cyberattacks, proxy wars, sanctions, and covert operations are everywhere. Has the world already crossed the line into global war between the United States and Russia? — and why governments may be afraid to say it out loud.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Trump's Christmas message "Scum" wasn't just offensive. It was a warning.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Post-liberalism is all the rage on the American right, finding a common cause between legal theorists like Adrian Vermeule and Patrick Deneen and rising political stars like J.D. Vance, the serving vice president. In the UK, on the other hand, the movement has been pioneered by left-wing thinkers seeking to return lost working-class voters to the Labour Party and return the party itself to its non-urban, communitarian and patriotic roots. In Against Post-Liberalism: Why ‘Family, Faith and Flag' is a Dead End for the Left (Polity, 2025), Paul Kelly explores this post-liberal strain and concludes that it offers "capitalism without social mobility". "Liberalism is not everything but it's not supposed to be," he writes. "It doesn't give an account of the meaning of life or the point of the universe. What it does offer is a way of negotiating social change and, hopefully, of ensuring that the burdens of that change fall reasonably equitably on everyone across generations. It looks to the future. It does not lock us into some nostalgia for a world gone by or frustrate our engagement with a future of necessary change". Paul Kelly is Professor of Political Theory at the London School of Economics. Tim Gwynn Jones is an economic and political-risk analyst at Medley Advisors, who writes and podcasts at 242.news. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Post-liberalism is all the rage on the American right, finding a common cause between legal theorists like Adrian Vermeule and Patrick Deneen and rising political stars like J.D. Vance, the serving vice president. In the UK, on the other hand, the movement has been pioneered by left-wing thinkers seeking to return lost working-class voters to the Labour Party and return the party itself to its non-urban, communitarian and patriotic roots. In Against Post-Liberalism: Why ‘Family, Faith and Flag' is a Dead End for the Left (Polity, 2025), Paul Kelly explores this post-liberal strain and concludes that it offers "capitalism without social mobility". "Liberalism is not everything but it's not supposed to be," he writes. "It doesn't give an account of the meaning of life or the point of the universe. What it does offer is a way of negotiating social change and, hopefully, of ensuring that the burdens of that change fall reasonably equitably on everyone across generations. It looks to the future. It does not lock us into some nostalgia for a world gone by or frustrate our engagement with a future of necessary change". Paul Kelly is Professor of Political Theory at the London School of Economics. Tim Gwynn Jones is an economic and political-risk analyst at Medley Advisors, who writes and podcasts at 242.news. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/political-science

Dave Smith brings you the latest in politics! On this episode of Part Of The Problem, Dave and Robbie "The Fire" Bernstein talk about the fumbling of the release of the Epstein files, break down the economic logic of deflation, and more.Order Lauren Smith's book here: https://a.co/d/67djjBpSupport Our Sponsors:Sheath - https://sheathunderwear.com use promo code PROBLEM20Ridge - https://ridge.com/potp10Rugiet - Get 15% off your first order by going to http://rugiet.com/DAVE and using code DAVEMars Men - https://mengotomars.com/ Use code "PROBLEM" at checkoutPart Of The Problem is available for early pre-release at https://partoftheproblem.com as well as an exclusive episode on Thursday!PORCH TOUR DATES HERE:https://robbernsteincomedy.com/eventsFind Run Your Mouth here:YouTube - http://youtube.com/@RunYourMouthiTunes - https://podcasts.apple.com/us/podcast/run-your-mouth-podcast/id1211469807Spotify - https://open.spotify.com/show/4ka50RAKTxFTxbtyPP8AHmFollow the show on social media:X:http://x.com/ComicDaveSmithhttp://x.com/RobbieTheFireInstagram:http://instagram.com/theproblemdavesmithhttp://instagram.com/robbiethefire#libertarianSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Donald Trump and Pete Hegseth are going to do unspeakable things to the people of Venezuela. The result is going to be more money for big oil companies, and a lot of dead people. Plus a Wisdom School musing on the ubiquity of panpsychism. Racist pundit Nick Fuentes advocated for non-Christians to receive the death penalty. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Christmas: The Night We Reignite the World. When the Longest Dark Becomes the Turning Point…See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Every Christmas season, A Christmas Carol returns to our screens and pages as a story of generosity, redemption, and hope. But beneath the familiar narrative, Charles Dickens was also making a powerful argument—one that challenges how society views the poor, children, and human worth itself.In today's Christmas episode of Faith & Finance, we sat down with Jerry Bowyer, our resident economist and president of Bowyer Research, to explore the deeper economic and theological message Dickens embedded in this classic tale.The Meaning Behind “Surplus Population”One of the most disturbing lines in A Christmas Carol comes from Ebenezer Scrooge, who suggests that the poor might be better off dying to reduce the “surplus population.”Jerry explained that this phrase wasn't casual or poetic—it was loaded with meaning in Dickens' day. It reflected the influence of Thomas Malthus, an economist whose ideas shaped early 19th-century thinking. Malthus believed population growth would always outpace food and resources, making widespread poverty inevitable. His conclusion? Society should discourage the poor from having children.Dickens deliberately places this language in the mouth of his villain. Scrooge isn't just cruel—he's the embodiment of a philosophy that treats people as economic problems rather than human beings made in God's image.Jerry noted that Dickens was, in effect, writing A Christmas Carol as a rebuttal to Malthus.By the time Dickens wrote the story, Britain was entering what economists now call the Great Takeoff—a period of unprecedented growth in productivity, trade, and human flourishing. Malthus had predicted catastrophe just before abundance exploded.Dickens highlights this abundance through scenes overflowing with food, trade goods, and celebration. The message is clear: people don't merely consume resources—they create them.Scarcity, Trauma, and Scrooge's PastDickens doesn't excuse Scrooge's cruelty, but he does explain it. Through the Ghost of Christmas Past, we see a lonely boy shaped by hunger, cold, and deprivation.Jerry pointed out that Scrooge's scarcity mindset is rooted in trauma. His fear of lack leads him to believe that God—if He exists at all—is stingy. That fear shapes his economics, his relationships, and his resistance to generosity.The turning point comes when Scrooge encounters the Ghost of Christmas Present. When told the spirit has over 1,800 brothers—each representing a Christmas—Scrooge responds, “What a large family to provide for.”It's another glimpse of his scarcity thinking. And it draws sharp rebuke.Jerry emphasized that Dickens is confronting the idea that more people mean less provision. In contrast, Scripture reveals a God who is generous, creative, and abundant—and who commands humanity to fill the earth, not fear it.No One Is DisposableBy the end of the story, Scrooge is transformed. He becomes generous, relational, and deeply concerned for others—especially children like Tiny Tim.Jerry observed that in a Malthusian worldview, Tiny Tim is expendable. But Dickens—and the gospel—say otherwise. There are no surplus people.Even Jesus Himself, Jerry noted, would have been classified as “surplus population” by such a system—born poor, dependent, and unwanted by the powerful.The language may have changed, but the ideas persist. Whenever society treats children as burdens, the poor as problems, or human life as expendable in the name of efficiency or sustainability, we are hearing echoes of Scrooge before his redemption.Dickens reminds us that economics is always moral—and theology always shapes how we view people.Watching With New EyesAs Jerry put it, A Christmas Carol isn't just a holiday story. It's a challenge to scarcity, fear, and dehumanization—and an invitation to generosity rooted in trust.As families watch this story together, it becomes a powerful opportunity to talk with our children about God's abundance, human dignity, and what it truly means to love our neighbor.Because the real miracle of Christmas isn't simply changed behavior—it's a changed heart.On Today's Program, Rob Answers Listener Questions:I have a substantial amount of savings sitting in the bank and want to protect it from inflation. I live primarily on Social Security, have no debt or investments, and need to keep some funds available for emergencies. What's a wise way to invest the rest?Resources Mentioned:Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner)The Life of Our Lord: Written for His Children During the Years 1846 to 1849 by Charles DickensA Christmas Carol by Charles DickensThe Sound Mind Investing Handbook: A Step-by-Step Guide to Managing Your Money From a Biblical Perspective by Austin Pryor with Mark BillerThe Maker Versus the Takers: What Jesus Really Said About Social Justice and Economics by Jerry BowyerWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode with Romane Dideberg explores responsible mineral sourcing in the context of rising geopolitical risk, with a focus on the Sahel. We examine how insecurity, military coups, and shifting alliances are reshaping control over critical minerals, driving resource nationalism, and complicating governance in fragile and conflict-affected states. Moreover, we also look at corruption, the role of civil society, and the realities of artisanal and small-scale mining. We unpack what traceability can, and cannot, achieve in mineral supply chains, and why responsible sourcing must go beyond tick-box compliance to genuinely improve governance, livelihoods, and long-term stability.Romane Dideberg is a researcher at Chatham House, the Royal Institute of International Affairs in London. She works within the institute's Africa Programme, engaging with policymakers, researchers, private sector, and international organisations on key policy challenges across the African continent. Her research focuses on peace and security dynamics and political developments in West Africa and the Sahel, the Lake Chad Basin, and the Great Lakes region. Her areas of expertise include the political economy of conflict, resource governance, extractive industries, African statehood, and state–society relations. Before joining Chatham House, she worked at LSE IDEAS, the London School of Economics' foreign policy think tank.The International Risk Podcast brings you conversations with global experts, frontline practitioners, and senior decision-makers who are shaping how we understand and respond to international risk. From geopolitical volatility and organised crime, to cybersecurity threats and hybrid warfare, each episode explores the forces transforming our world and what smart leaders must do to navigate them. Whether you're a board member, policymaker, or risk professional, The International Risk Podcast delivers actionable insights, sharp analysis, and real-world stories that matter.The International Risk Podcast is sponsored by Conducttr, a realistic crisis exercise platform. Visit Conducttr to learn more.Dominic Bowen is the host of The International Risk Podcast and Europe's leading expert on international risk and crisis management. As Head of Strategic Advisory and Partner at one of Europe's leading risk management consulting firms, Dominic advises CEOs, boards, and senior executives across the continent on how to prepare for uncertainty and act with intent. He has spent decades working in war zones, advising multinational companies, and supporting Europe's business leaders. Dominic is the go-to business advisor for leaders navigating risk, crisis, and strategy; trusted for his clarity, calmness under pressure, and ability to turn volatility into competitive advantage. Dominic equips today's business leaders with the insight and confidence to lead through disruption and deliver sustained strategic advantage.The International Risk Podcast – Reducing risk by increasing knowledge.Follow us on LinkedIn and Subscribe for all our updates!Tell us what you liked!

China's efforts to scale up effective investment, with a particular focus on encouraging private sector participation and increasing investment in human capital, will play a key role in boosting domestic demand next year, officials and experts said.政府工作人员和专家表示，中国扩大有效投资的举措，特别是鼓励民营企业参与和增加人力资本投资，将在明年提振内需方面发挥关键作用。The annual Central Economic Work Conference, held earlier this month, emphasized the need to "halt the decline in investment and promote its recovery" amid a complex external environment.本月早些时候召开的年度中央经济工作会议强调，在复杂的外部环境下，必须“遏制投资下滑趋势，促进投资回升”。The government needs to effectively drive investment by making good use of funding sources such as central government budget investments, ultra-long-term special treasury bonds and local government special bonds, Xinhua News Agency quoted an official of the Office of the Central Commission for Financial and Economic Affairs as saying.新华社援引中央财经委员会办公室一位政府工作人员的话称，政府需要有效利用中央财政预算投资、超长期国债和地方政府专项债券等资金来源，有效引导投资。"The government will support private firms' participation in major projects in sectors such as railways and nuclear power, and guide private investment toward new fields such as high-tech industries and the service sector," the official said.该工作人员表示：“政府将支持民营企业参与铁路、核电等领域的大型项目，引导民营资本投向高新技术产业、服务业等新兴领域。”The official added that major projects set for the 15th Five-Year Plan (2026-30) period could be front-loaded where conditions permit.该工作人员补充说道，在条件允许的情况下，原定于第十五个五年计划（2026-2030年）期间实施的重大项目可提前启动。China's fixed-asset investment fell 2.6 percent year-on-year in the first 11 months of the year, according to the National Bureau of Statistics.国家统计局数据显示，今年前11个月，中国固定资产投资同比下降2.6%。China has rolled out a series of targeted policies over the past year, including an 800 billion yuan ($113.8 billion) list of key projects to implement major national strategies and strengthen security capacity in key areas, and 500 billion yuan in new policy-based financial tools to supplement project capital.过去一年，中国推出了一系列定向政策，包括8000亿元（1138亿美元）重点项目清单，以落实重大国家战略、强化重点领域安全保障能力，以及5000亿元新增政策性金融工具，用于补充项目资本金。The economic agenda-setting meeting also called for greater investment in physical assets and human capital.经济议程设定会议还呼吁加大对实物资产和人力资本的投资力度。From the country's sprawling highway networks and bullet trains to its forest of urban high-rises, investment in physical assets played a crucial role in its economic growth over the past decades, said Yu Chunhai, executive dean of Renmin University of China's School of Economics.中国人民大学经济学院执行院长于春海指出，从遍布全国的高速公路网络和高铁系统，到城市摩天大楼林立的景象，过去数十年来，实物资产投资在推动中国经济增长方面发挥了关键作用。However, Yu noted that the country'sincremental capital output ratio, which indicates the amount of capital required for every 1 yuan increase in GDP, increased from 2.84 in 2008 to 9.44 in 2023.然而，于春海指出，中国的边际资本产出比（即每增加1元GDP所需投入的资本量）从2008年的2.84上升至2023年的9.44。Meanwhile, facing diminishing returns from the old growth model and a global shift toward talent-centric competition, China is placing a strategic bet on investing in people, analysts said.与此同时，面对传统增长模式回报递减以及全球向人才竞争格局转变的趋势，中国正将战略重心转向人才投资，分析师指出。Investment in human capital refers to inputs that develop people's capabilities and unlock their potential at all stages of life, including childcare, elderly care, health, education and skills training.人力资本投资指在人生各个阶段提升个人能力、释放潜能的投入，包括儿童保育、老年护理、健康保障、教育培养及技能培训。An aging population and rising labor costs are eroding the traditional demographic advantage. By prioritizing investment in human capital, China seeks to build long-term economic competitiveness for innovation-driven, demand-led growth, said Chen Wenling, former chief economist at the China Center for International Economic Exchanges.中国国际经济交流中心前首席经济学家陈文玲指出，老龄化人口和不断上升的劳动力成本正在侵蚀传统的人口红利优势。通过优先投资人力资本，中国致力于构建长期经济竞争力，推动创新驱动、需求引领的增长模式。"A healthier, better-educated and more secure workforce is the most critical infrastructure for the next stage of China's development," Chen said. "Sustained investment in people's capabilities, health and career development doesn't just improve well-being—it directly fuels economic upgrading."陈文玲表示：“更健康、受教育程度更高、更有保障的劳动力队伍，是中国下一阶段发展最关键的基础设施。持续投资于人民的能力、健康和职业发展，不仅能提升福祉，更能直接推动经济升级。”Meanwhile, analysts believe that investing in people could also help unlock the spending power of China's massive population, creating a virtuous cycle in which social investment fuels consumption resilience.与此同时，分析人士认为，投资于人力资本也有助于释放中国庞大人口的消费潜力，从而形成良性循环，社会投资推动消费韧性增强。The enhanced investments in pensions, childcare and healthcare are designed to alleviate theprecautionary savings burdens that constrain household spending, said Luo Zhiheng, chief economist and head of the research institute at Yuekai Securities.粤开证券首席经济学家兼研究院院长罗志恒表示，加大养老、育儿和医疗领域的投资力度，旨在缓解制约家庭支出的预防性储蓄负担。"This approach transforms social spending into a powerful economic driver. A more secure population is likely to spend more freely," Luo said. "The direction aligns with China's broader economic objectives of rebalancing growth toward high-quality domestic demand."罗志恒表示：“这种做法将社会支出转化为强有力的经济驱动力。生活更有保障的人群往往更愿意消费。该方向与中国更广泛的经济目标相契合，即推动经济增长向高质量的内需转型。”incrementaladj./ˌɪŋ.krəˈmen.t̬əl/递增的precautionaryadj./prɪˈkɑː.ʃən.er.i/预防性的

Dave Smith brings you the latest in politics! On this episode of Part Of The Problem, Dave is joined by Scott Horton to discuss David Wurmser's recent podcast appearance breaking down Israel's relationship with America, the Clean Break Memo, and more.Use our code to sign up for Scott Horton Academy: https://scotthortonacademy.com/POTPSupport Our Sponsors:Proton Drive -http://www.proton.me/davesmithProlon - https://prolonlife.com/potpMy Patriot Supply - https://www.mypatriotsupply.com/problemBodyBrain - Go to BodyBrainCoffee.com, use code DAVE20 for 20% off your first orderPart Of The Problem is available for early pre-release at https://partoftheproblem.com as well as an exclusive episode on Thursday!PORCH TOUR DATES HERE:https://www.eventbrite.com/cc/porch-tour-2025-4222673Find Run Your Mouth here:YouTube - http://youtube.com/@RunYourMouthiTunes - https://podcasts.apple.com/us/podcast/run-your-mouth-podcast/id1211469807Spotify - https://open.spotify.com/show/4ka50RAKTxFTxbtyPP8AHmFollow the show on social media:X:http://x.com/ComicDaveSmithhttp://x.com/RobbieTheFireInstagram:http://instagram.com/theproblemdavesmithhttp://instagram.com/robbiethefire#libertarianSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Original Release Date: November 17, 2025In the first of a two-part episode presenting our 2026 outlooks, Chief Global Cross-Asset Strategist Serena Tang has Chief Global Economist Seth Carpenter explain his thoughts on how economies around the world are expected to perform and how central banks may respond.Read more insights from Morgan Stanley.----- Transcript -----Serena Tang: Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's Chief Global Cross-Asset Strategist. Seth Carpenter: And I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. Serena Tang: Today, we'll focus on [the] all-important macroeconomic backdrop. Serena Tang: It's Monday, November 17th at 10am in New York. So, Seth, 2025 has been a year of transition. Global growth slowed under the weight of tariffs and policy uncertainty. Yet resilience in consumer spending and AI driven investments kept recession fears at bay. Your team has published its economic outlook for 2026. So, what's your view on global growth for the year ahead? Seth Carpenter: We really think next year is going to be the global economy slowing down a little bit more just like it did this year, settling into a slower growth rate. But at the same time, we think inflation is going to keep drifting down in most of the world. Now that anodyne view, though, masks some heterogeneity around the world; and importantly, some real uncertainty about different ways things could possibly go. Here in the U.S., we think there is more slowing to come in the near term, especially the fourth quarter of this year and the beginning of next year. But once the economy works its way through the tariffs, maybe some of the lagged effects of monetary policy, we'll start to see things pick up a bit in the second half of the year. China's a different story. We see the really tepid growth there pushed down by the deflationary spiral they've been in. We think that continues for next year, and so they're probably not quite going to get to their 5 percent growth target. And in Europe, there's this push and pull of fiscal policy across the continent. There's a central bank that thinks they've achieved their job in terms of inflation, but overall, we think growth there is, kind of, unremarkable, a little bit over 1 percent. Not bad, but nothing to write home about at all. So that's where we think things are going in general. But I have to say next year, may well be a year for surprises. Serena Tang: Right. So where do you see the biggest drivers of global growth in 2026, and what are some of the key downside risks? Seth Carpenter: That's a great question. I really do think that the U.S. is going to be a real key driver of the story here. And in fact – and maybe we'll talk about this later – if we're wrong, there's some upside scenarios, there's some downside scenarios. But most of them around the world are going to come from the U.S. Two things are going on right now in the U.S. We've had strong spending data. We've also had very, very weak employment data. That usually doesn't last for very long. And so that's why we think in the near term there's some slowdown in the U.S. and then over time things recover. We could be wrong in either direction. And so, if we're wrong and the labor market sending the real signal, then the downside risk to the U.S. economy – and by extension the global economy – really is a recession in the U.S. Now, given the starting point, given how low unemployment is, given the spending businesses are doing for AI, if we did get that recession, it would be mild. On the other hand, like I said, spending is strong. Business spending, especially CapEx for AI; household spending, especially at the top end of the income distribution where wealth is rising from stocks, where the liability side of the balance sheet is insulated with fixed rate mortgages. That spending could just stay strong, and we might see this upside surprise where the spending really dominates the scene. And again, that would spill over for the rest of the world. What I don't see is a lot of reason to suspect that you're going to get a big breakout next year to the upside or the downside from either Europe or China, relative to our baseline scenarios. It could happen, but I really think most of the story is going to be driven in the U.S. Serena Tang: So, Seth, markets have been focused on the Fed, as it should. What is the likely path in 2026 and how are you thinking about central bank policy in general in other regions? Seth Carpenter: Absolutely. The Fed is always of central importance to most people in markets. Our view – and the market's view, I have to say, has been evolving here. Our view is that the Fed's actually got a few more rate cuts to get through, and that by the time we get to the middle of next year, the middle of 2026, they're going to have their policy rate down just a little bit above 3 percent. So roughly where the committee thinks neutral is. Why do we think that? I think the slowing in the labor market that we talked about before, we think there's something kind of durable there. And now that the government shutdown has ended and we're going to start to get regular data prints again, we think the data are going to show that job creation has been below 50,000 per month on average, and maybe even a few of them are going to get to be negative over the next several months. In that situation, we think the Fed's going to get more inclination to guard against further deterioration in the labor market by keeping cutting rates and making sure that the central bank is not putting any restraint on the economy. That's similar, I would say, to a lot of other developed markets' central banks. But the tension for the ECB, for example, is that President Lagarde has said she thinks; she thinks the disinflationary process is over. She thinks sitting at 2 percent for the policy rate, which the ECB thinks of as neutral, then that's the right place for them to be. Our take though is that the data are going to push them in a different direction. We think there is clearly growth in Europe, but we think it's tepid. And as a result, the disinflationary process has really still got some more room to run and that inflation will undershoot their 2 percent target, and as a result, the ECB is probably going to cut again. And in our view, down to about 1.5 percent. Big difference is in Japan. Japan is the developed market central bank that's hiking. Now, when does that happen? Our best guess is next month in December at the policy meeting. We've seen this shift towards reflation. It hasn't been smooth, hasn't been perfectly linear. But the BoJ looks like they're set to raise rates again in December. But the path for inflation is going to be a bit rocky, and so, they're probably on hold for most of 2026. But we do think eventually, maybe not till 2027, they get back to hiking again – so that Governor Ueda can get the policy rate back close to neutral before he steps down. Serena Tang: So, one of the main investor debates is on AI. Whether it's CapEx, productivity, the future of work. How is that factoring into your team's view on growth and inflation for the next year? Seth Carpenter: Yeah, I mean that is absolutely a key question that we get all the time from investors around the world. When I think about AI and how it's affecting the economy, I think about the demand side of the economy, and that's where you think about this CapEx spending – building data centers, buying semiconductors, that sort of thing. That's demand in the economy. It's using up current resources in the economy, and it's got to be somewhat inflationary. It's part of what has kept the U.S. economy buoyant and resilient this year – is that CapEx spending. Now you also mentioned productivity, and for me, that's on the supply side of the economy. That's after the technology is in place. After firms have started to adopt the technology, they're able to produce either the same amount with fewer workers, or they're able to produce more with the same amount of workers. Either way, that's what productivity means, and it's on the supply side. It can mean faster growth and less inflation. I think where we are for 2026, and it's important that we focus it on the near term, is the demand side is much more important than the supply side. So, we think growth continues. It's supported by this business investment spending. But we still think inflation ends 2026, notably above the Fed's inflation target. And it's going to make five, five and a half years that we've been above target. Productivity should kick in. And we've written down something close to a quarter percentage point of extra productivity growth for 2026, but not enough to really be super disinflationary. We think that builds over time, probably takes a couple of years. And for example, if we think about some of the announcements about these data centers that are being built, where they're really going to unleash the potential of AI, those aren't going to be completed for a couple of years anyway. So, I think for now, AI is dominating the demand side of the economy. Over the next few years, it's going to be a real boost to the supply side of the economy. Serena Tang: So that makes a lot of sense to me, Seth. But can you put those into numbers? Seth Carpenter: Sure, Serena totally. In numbers, that's about 3 percent growth. A little bit more than that for global GDP growth on like a Q4-over-Q4 basis. But for the U.S. in particular, we've got about 1.75 percent. So that's not appreciably different from what we're looking for this year in 2025. But the number really, kind of, masks the evolution over time. We think the front part of the year is going to be much weaker. And only once we get into the second half of next year will things start to pick up. That said, compared to where we were when we did the midyear outlook, it's actually a notable upgrade. We've taken real signal from the fact that business spending, household spending have both been stronger than we think. And we've tried to add in just a little bit more in terms of productivity growth from AI. Layer on top of that, the Fed who's been clearly willing to start to ease interest rates sooner than we thought at the time of the mid-year outlook – all comes together for a little bit better outlook for growth for 2026 in the U.S. Serena Tang: Seth thanks so much for taking the time to talk. Seth Carpenter: Serena, it is always my pleasure to get to talk to you. Serena Tang: And thanks for listening. Please be sure to tune into the second half of our conversation tomorrow to hear how we're thinking about investment strategy in the year ahead. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

The playbook that showers the rich, spikes the debt, then demands you sacrifice Social Security and healthcare…See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Thom Hartman unravels the mysteries of pagan Yule traditions with a hopeful view of optimism in dark times. Also an exploration of the DrawDAO project yields promising new efforts for fighting climate change via the open-sourcing of carbon dioxide removal & storage. Dr. Irwin Redlener of The Ukraine Children's Action Project reveals essential humanitarian support underway for Ukraine's displaced and refugee children.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

At the end of a turbulent year that has seen the masks come off the death cult in ways that were probably predictable, but still shocking, we reconvene our December Solstice Traditional conversation. Manda is joined by Della Duncan of the Upstream Podcast and Nathalie Nahai of 'Nathalie Nahai in Conversation' to explore the things that have stood out for each of us in our explorations this year—and to look forward to the year about to begin for what will be our baselines. Della Z Duncan is a Renegade Economist based in the San Francisco Bay Area. She is a co-host of the Upstream Podcast, a Right Livelihood Coach, a faculty member at the California Institute of Integral Studies, a Senior Fellow at the London School of Economics, a founding member of the California Doughnut Economics Coalition, and the designer and co-facilitator of the Cultivating Regenerative Livelihood Course at Gaia Education.Nathalie Nahai is an author, keynote speaker and host of the Nathalie Nahai in Conversation podcast enquires into our relationship with one another, with technology and with the living world. She's author of the international best-sellers Webs Of Influence: The Psychology of Online Persuasion and, more recently, Business Unusual: Values, Uncertainty and the Psychology of Brand Resilience which has been described as “One of the defining business books of our times”. She's a consultant, artist and the founder of Flourishing Futures Salon, a project that offers curated gastronomical gatherings that explore how we can thrive in times of turbulence and change.Before we head into the conversation, I want to invite you to our transformative online course,  Dreaming Your Year Awake,  which takes place on Sunday the 4th of January from 16:00 - 20:00 UK time (GMT). This is a time to go inwards, to be kind to ourselves, to explore all that we can be and want to be. It's your chance really to delve deeply into the year just gone, and look ahead at how you want to shape your attention and intention for the year that's coming, for each of us, individually and together to ask ourselves how we are going to navigate all the coming turbulence with grace and courage?  This, too, is part of our Accidental Gods tradition and we have people who've come year after year to give themselves the gift of time and space and the company of people who share the journey. So please do come along, we would love to share this time with you.What we offer in more detail: Accidental Gods, Dreaming Awake and the Thrutopia Writing Masterclass If you'd like to join our next Open Gathering offered by our Accidental Gods Programme it's  'Dreaming Your Year Awake' (you don't have to be a member - but if you are, all Gatherings are half price) on Sunday 4th January 2026 from 16:00 - 20:00 GMT - details are hereIf you'd like to join us at Accidental Gods, this is the membership where we endeavour to help you to connect fully with the living web of life. If you'd like to train more deeply in the contemporary shamanic work at Dreaming Awake, you'll find us here. If you'd like to explore the recordings from our last Thrutopia Writing Masterclass, the details are here

Economists like to model people as rational creatures who make self-interested decisions. But humans don't act that way. Why do investors, politicians and ordinary people act against their best interests – and how can they be nudged into making better decisions? To find out, FT economics commentator Chris Giles speaks to Richard Thaler, the founding father of behavioural economics. Thaler is a professor at the University of Chicago who won the 2017 Nobel Prize in Economics for his work on how humans make (often irrational) decisions.This is a repeat of an episode published on The Economics Show, a sister podcast of Behind the Money, on November 7, 2025. Subscribe to The Economics Show on Apple, Spotify, Pocket Casts or wherever you listen.Presented by Chris Giles. Produced by Mischa Frankl-Duval. Manuela Saragosa is the executive producer. Original music by Breen Turner. Sound design by Breen Turner and Samantha Giovinco. Our broadcast engineer is Andrew Georgiades. Hosted on Acast. See acast.com/privacy for more information.

Patricia & Christian talk to economist Dr Sam Levey about films set in the world of finance, including Trading Places, The Big Short, The Wolf Of Wall Street, Boiler Room and Inside Job. (Conversation recorded in 2023).   Please help sustain this podcast!  Patrons get early access to all episodes and patron-only episodes: https://www.patreon.com/MMTpodcast   LIVE EVENT! THE FAUXBEL PRIZE IN ECONOMICS 2026

【聊了什么】 一座占地仅三分之一街区的小花园，为何能让纽约的政客们冲突、登上纽约时报、还惊动马丁·斯科塞斯和罗伯特·德尼罗等名流亲自站台？ 2025年11月，刚刚当选纽约市长的马姆达尼还没上任，即将离任的Eric Adams就抢先签署行政令，将伊丽莎白街花园永久划为公园用地——这被外界解读为一枚"政治毒丸"。这座花园的命运，折射出纽约乃至美国城市治理中的一个核心的矛盾：我们到底应该建更多房子，还是保护现有社区？谁有权决定一个街区的未来？ 本期节目，我们邀请到纽约城市规划师罗雨翔老师，从一座社区花园的十年争议出发，聊聊纽约政治中那些看不见的博弈。罗雨翔此前也做过两期纽约相关的节目《纽约的房价到底为什么这么高》和《纽约地铁为什么这么破》，两期播客都发布在我们的友台《选修课》上，也欢迎大家前去收听，并关注这档播客。如果你对这期节目内容感兴趣，欢迎购买罗雨翔的新书《创造大都会——纽约空间与制度观察》，国内各大平台均有销售，海外用户请使用此链接购买。 【支持我们】 如果喜欢这期节目并希望支持我们将节目继续做下去： 也欢迎加入我们的会员计划： https://theamericanroulette.com/paid-membership/ 会员可以收到每周2-5封newsletter，可以加入会员社群，参加会员活动，并享受更多福利。 合作投稿邮箱：american.roulette.pod@gmail.com 【时间轴】 03:45 马姆达尼当选与Eric Adams的"政治毒丸" 05:40 伊丽莎白街花园的前世今生 09:40 社区的阶层分化：SOHO富人区vs唐人街低收入社区 12:57 花园之争背后的市议会选战 16:01 公园异化法：为什么正式公园用地几乎无法改变 21:17 Adams给马姆达尼的台阶？ 23:41 社区规划与NIMBY现象 30:24 政府的复杂角色：豪华公寓与保障房的平衡术 35:04 Eric Adams的另一面：区划法改革与垃圾革命 42:31 纽约的小政府传统 51:14 Robert Moses vs Jane Jacobs 54:25 为Robert Moses翻案？丰裕议程与当代回响 【我们是谁】 美轮美换是一档深入探讨当今美国政治的中文播客。 我们的主播和嘉宾： 小华：媒体人 罗雨翔：美国注册城市规划师，哈佛大学与伦敦政治经济学院建筑与经济双硕士。现居纽约，参与以及主持北美20余地区的地产开发、区域经济政策与公共领域投资项目。 【 What We Talked About】 How can a tiny garden—barely a third of a city block—spark political battles in New York, make headlines in the New York Times, and rally celebrities like Martin Scorsese and Robert De Niro to its defense? In November 2025, just days after Zohran Mamdani won the New York City mayoral race but before he could take office, outgoing Mayor Eric Adams signed an executive order permanently designating Elizabeth Street Garden as parkland—a move widely seen as a "political poison pill." The fate of this garden reflects a core tension in urban governance, not just in New York but across America: Should we build more housing, or protect existing communities? And who gets to decide the future of a neighborhood? In this episode, we're joined by Yuxiang Luo, an urban planner based in New York, to explore ten years of controversy surrounding a single community garden—and the invisible power struggles that shape New York City politics. Yuxiang has previously appeared on two episodes about New York: "Why Is Housing in New York So Expensive?" and "Why Is the New York Subway So Run-Down?", both available on our sister podcast Mo Electives (选修课). We encourage you to check them out and follow that show. If you're interested in this episode's topics, consider picking up Yuxiang's new book, Creating the Metropolis: Observations on Space and Institutions in New York, available on major platforms in China. Overseas readers can purchase it here. 【Support Us】 If you like our show and want to support us, please consider the following: Join our membership program: https://theamericanroulette.com/paid-membership/ Support us on Patreon: www.patreon.com/americanroulette Business Inquiries and fan mail: american.roulette.pod@gmail.com 【Timeline】 03:45 Mamdani's Election and Eric Adams' "Political Poison Pill" 05:40 The History of Elizabeth Street Garden 09:40 Class Divide: Wealthy SoHo vs. Low-Income Chinatown 12:57 The City Council Race Behind the Garden Battle 16:01 Parkland Alienation Law: Why Official Parkland Is Nearly Untouchable 21:17 An Off-Ramp for Mamdani? 23:41 Community Planning and NIMBYism 30:24 The Government's Balancing Act: Luxury Condos vs. Affordable Housing 35:04 The Other Side of Eric Adams: Zoning Reform and the Trash Revolution 42:31 New York's Small-Government Tradition 51:14 Robert Moses vs. Jane Jacobs 54:25 Rehabilitating Robert Moses? The Abundance Agenda and Its Echoes Today 【Who We Are】 The American Roulette is a podcast dedicated to helping the Chinese-speaking community understand fast-changing U.S. politics. Our Hosts and Guests: 小华 (Xiao Hua): Journalist, political observer Luo Yuxiang: U.S. Registered Urban Planner, holding dual master's degrees in Architecture and Economics from Harvard University and the London School of Economics. Currently residing in New York, he has participated in and led over 20 real estate development, regional economic policy, and public domain investment projects across North America.

Interview recorded - 16th of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Josh Young. Josh is a contrarian value investor and expert in the energy space, CIO of Bison Interests & Author of Bison Insights.During our conversation we spoke about his overview of the 2025 commodity market, oil crash risk, potential supply glut, OPEC+ increase, IEA depletion, Natural gas markets, equities shift and more. I hope you enjoy!0:00 - Introduction1:30 - Overview of 20252:59 - Oil crash5:19 - Supply glut8:14 - OPEC+ increase12:58 - IEA depletion14:35 - Efficiency improvements20:39 - Peak shale?23:55 - Equities resilient vs commodity26:38 - Capital allocation28:59 - Natural Gas32:21 - Investing focus35:52 - One message to takeaway?Josh Young has been professionally investing in publicly traded oil and gas securities for nearly two decades, highlighted in Barron's and elsewhere for exceptional performance as Bison's CIO. Josh possesses a deep understanding of the E&P business model and operating environment, with notable experience as Chairman of Canadian E&P company RMP Energy (rebranded as Ironbridge Resources). Under Josh's leadership, the company achieved a successful turnaround, outperforming peers and ultimately being acquired at a 78% premium. Josh is the author of numerous articles on oil & gas investments and is a frequent guest speaker at various energy industry conferences. Josh began his career as a management consultant to Fortune 500 companies and private equity firms. He later worked as an investment analyst for a private equity fund and served as an energy investment analyst at a multi-billion-dollar single-family office, which was nominated as Institutional Investor's Single-Family Office of the Year in 2008. Josh holds a B.S. in Economics with honors from the University of Chicago.Josh Young - X - https://x.com/JoshYoungWebsite - https://bisoninterests.com/Substack - https://www.bisoninsights.info/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

European markets see meagre trading volumes this Christmas Eve but the Stoxx 600 is due to record its best annual trading performance since 2021. The U.S. GDP data comes in far hotter than expected, prompting investors to dial down expectations of a Fed rate cut while the S&P 500 sees yet another record session. BP shares surge after the British oil giant sells off its majority stake in its Castrol lubricants unit to U.S. infrastructure firm Stonepeak for $6bn. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ian Verrender, ABC's Business and Finance Editor, joined Nic Healey on Nightlife to discuss the latest in economic, business and finance news. 

Heaven Mayhem Founder Pia Mance sat down with Forbes to discuss how she bootstrapped an initial $900 investment into a global accessories brand now generating over $10 million in revenue. Mance also discussed the brand's strategic evolution from a direct-to-consumer focus to incorporating wholesale partnerships with major retailers like Revolve and Selfridges. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Please join us at patreon.com/tortoiseshack Listener favourite, US-Based Irish-Russian Prof of Economics, Constantin Gurdgiev is back to wrap 2025 and this is a belter. Please listen and enjoy Constantin on Trumponomics, EU sclerosis, Ireland's windfall taxes vs Irish quality of life and what a vision for the future might be. Thank you, Constantin for your contributions as always. The Ditch 2025 Review Podcast is here:https://www.patreon.com/posts/patron-exclusive-146018449 The Sanctuary Runners Donation:https://eventmaster.ie/fundraising/campaign/step-up-for-solidarity-the-12ks-of-christmas

Kat Owens is a plastic pollution researcher, artist, and activist. She merges science, policy, and the arts to address plastic pollution in her ongoing art series “Entangled and Ingested” which showcases portraits of animals affected by plastic pollution…made of plastic. Owens is also a National Geographic Explorer, a Fulbright Nehru fellow, and a Professor at the University of Hartford in the Department of Politics, Economics, and International Studies. Owens works with her students on a variety of projects to address real-world problems, such as collecting marine debris and addressing pollution along their hometown shorelines in Connecticut. Owen’s research in marine plastic pollution and river debris has been supported by the National Oceanic and Atmospheric Administration, the Fulbright Nehru Foundation, and the National Geographic Society.See omnystudio.com/listener for privacy information.

Dave Smith brings you the latest in politics! On this episode of Part Of The Problem, Dave and Robbie "The Fire" Bernstein talk about Trump's fake-out that was rumored to be an announcement of escalation with Venezuela, Ben Shapiro's statements at Turning Points' event vs. JD Vance's statements, and more.Order Lauren Smith's book here: https://a.co/d/67djjBpSupport Our Sponsors:Brunt Workwear - http://bruntworkwear.com/ Use code PROBLEMCowboy Colostrum - Get 25% Off Cowboy Colostrum with code DAVE at https://www.cowboycolostrum.com/DAVEMars Men - https://mengotomars.com/ Use code "PROBLEM" at checkoutPart Of The Problem is available for early pre-release at https://partoftheproblem.com as well as an exclusive episode on Thursday!PORCH TOUR DATES HERE:https://robbernsteincomedy.com/eventsFind Run Your Mouth here:YouTube - http://youtube.com/@RunYourMouthiTunes - https://podcasts.apple.com/us/podcast/run-your-mouth-podcast/id1211469807Spotify - https://open.spotify.com/show/4ka50RAKTxFTxbtyPP8AHmFollow the show on social media:X:http://x.com/ComicDaveSmithhttp://x.com/RobbieTheFireInstagram:http://instagram.com/theproblemdavesmithhttp://instagram.com/robbiethefire#libertarianSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Our Thematic and Equity Strategist Michelle Weaver and Power, Utilities, and Clean Tech Analyst David Arcaro discuss how investments in AI data centers are affecting electricity bills for U.S. consumers.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, Morgan Stanley's U.S. Thematic and Equity Strategist.David Arcaro: And I'm Dave Arcaro, U.S. Power, Utilities, and Clean Tech Analyst.Michelle Weaver: Today, a hot topic. Are data centers' raising your electricity bills?It's Tuesday, December 23rd at 10am in New York.Most of us have probably noticed our electricity bills have been creeping up. And it's putting pressure on U.S. consumers, especially with higher prices and paychecks not keeping pace. More and more people are pointing to data centers as the reason behind these rising costs, but the story isn't that simple.Regional differences, shifting policies and local utility responses are all at play here. Dave, there's no doubt that data centers are becoming a much bigger part of the story when it comes to U.S. electricity demand. For listeners who might not follow these numbers every day, could you break down how data centers' share of overall electricity use is expected to grow over the next 10 years? And what does that mean for the grid and for the average consumer?David Arcaro: Definitely they're becoming much bigger, much more important and more impactful across the industry in a big way. Data centers were 6 percent of total electricity consumption in the U.S. last year. We're actually forecasting that to triple to 18 percent by 2030, and then hit 20 percent in the early 2030s. So very strong growth, and increasing proportion of the overall utility, electricity use.In aggregate, this is reflecting about 150 gigawatts of new data centers by 2030. Just a very large amount. And this is going to cause a major strain on the electric grid and is going to require substantial build out and upgrading of the transmission system along with construction of new power generation – like gas plants and large-scale renewables, wind, solar, and battery storage across the entire U.S.And generally, when we see utilities investing in additional infrastructure, they need to get that cost recovered. We would typically expect that to lead to higher electric rates for consumers. That's the overall pressure that we're facing right now on the system, from all these data centers coming in.We've got these substantial infrastructure needs. That means utilities will need to charge higher prices to consumers to cover the cost of those investments.Michelle Weaver: What are the main challenges utilities companies face in meeting this rising demand from data centers?David Arcaro: There are a number of challenges. If I were to pick a few of the biggest ones that I see, I think managing affordability is one of the biggest challenges the industry faces right now, because this overall data center growth is absolutely a shock to their business, and it needs to be managed carefully given the political and regulatory challenges that can arise when customer bills are getting are escalating faster than expected. The utility industry faces scrutiny and constant attention from a political and regulatory standpoint, so it's a balance that has to be very carefully managed. There are also reliability challenges that are important.Utilities have to keep the lights on, you know, that's priority number one. The demand for electricity is growing much faster than the supply of new generation that we're seeing; new power plants just aren't being built fast enough. New transmission assets are not being built, as quickly as the data centers are coming on. So, in many areas we're seeing that leads to essentially less of a buffer, and more risk of outages during periods of extreme weather.Michelle Weaver: And you mentioned, companies are thinking about how can they insulate consumers. Can you take us through some of the specifics of what these utility companies are doing? And what regulators are doing to respond, to protect existing customers from rate increases driven by data centers?David Arcaro: Definitely. The industry is getting creative and trying to be proactive in addressing this issue. Many utilities, we're seeing them isolate data centers and charge them higher electric rates, specifically for those data center customers to try to cover all of the grid costs that are attributable to the data center's needs.A couple examples. In Indiana, we're seeing that there's a utility there who's building new power plants, specifically for a very large data center that's coming into the state and they're ring fencing it. They're only charging the data center itself for those costs of the power plants. In Georgia, a utility there is charging a higher rate for the data centers that are coming in to the Atlanta area – such that it actually more than covers the costs and compensates other consumers in the form of bill credits or even bill reductions as those data centers come on.Similarly, then, in Pennsylvania, there's a utility that has excess transmission infrastructure than the state's [infrastructure]. They're better able to absorb data center activity. They're able to lower customer bills as the data centers come on, as they spread their costs over a larger customer base in that case. So, this isn't universal though. There are some areas around the country where there are costs related to data center growth that get socialized across all consumers.One approach I also wanted to mention that we're seeing data centers pursue more and more actively is to power themselves. Essentially bring their own power, and they're using gas turbines, engines, and fuel cells that they're deploying right on site. This is actually in many cases faster than connecting to the grid, but it also avoids any consumer impact. Companies like Solaris Energy and Bloom Energy are two providers of that type of solution. And we're also seeing at a broader industry level. Another approach is the idea of data centers being flexible or turning off and not consuming power from the grid at certain times when the grid is facing stress, in an extreme weather scenario in the winter or summer. And that idea is gaining traction as well. So, we think the industry is looking for approaches that could ease the pressure on the system and on reliability, manage the affordability issues while continuing to enable and build data centers.Michelle Weaver: You mentioned what a few different states are doing on this front. But data centers are not evenly distributed through states or evenly distributed across regions. Are there regional differences in how data center growth is impacting electricity prices?David Arcaro: There are a couple of key differences that we're seeing around the country. Some areas just aren't getting that many data centers, you know, so I'd point out the northeast – in New England, in New York, we're just not seeing that much data center growth. So, it's less of an issue, the impact of data center power demand impacting customer bills in those areas. And then in some regions around the country, the utility structure is important to be aware of. There are some regions where the price of electricity fluctuates based on the supply and demand of power, rather than being directly set and controlled by a regulator. In those markets, data centers can actually more directly impact the price of electricity and there just isn't an easy way in that case to ring fence them and protect consumers from the impact of price increases.So that's where we think unique challenges can arise. And over time, we would expect to see the most meaningful rate impacts to consumers in those areas specifically. And examples would be New Jersey, Maryland, Illinois, Pennsylvania, Ohio. Those are a couple of the states where we're seeing those more volatile and directly impacted prices.So, as we look at utilities, we think the state exposure is going to be more and more important. And so, a few companies like NextEra, Sempra and AEP are a few utilities that are in states that have less affordability concerns and less direct exposure to rate impacts from data centers. And then several power companies like Vistra and Talen have more of their power plants that are in states that have excess infrastructure; and as a result, potentially less affordability concerns.So, clearly the energy sector is facing real challenges and changes. So, Michelle, how are rising electricity bills actually affecting U.S. households?Michelle Weaver: It's putting even more pressure on a consumer that's already being stretched thin by multiple years of inflation and elevated price levels, and electricity is a really different type of good. It's very different from gasoline or other consumer goods or staples – in that it's an essential good. You need to have it. And it's a network service that households are structurally locked into. Unlike gas where you could adjust your trip frequency or take a different type of transport, there really aren't good substitutes for electricity.And so this dynamic weighs on consumers. They have to continue paying these bills, and it weighs particularly heavily on lower income consumers where utility bills make up a much larger portion of their household budget.So, it crowds out some of that other potential spending.David Arcaro: That makes a lot of sense. It's an important expense to consider in terms of the impact on consumers. And, you know, as a result, are consumers blaming data center electricity demand for this rise that we're seeing in bills or are they pushing back?Michelle Weaver: Yeah. Data center development is quickly becoming a NIMBY or “not in my backyard” issue with communities pushing back and even getting projects canceled. Companies really need to find ways to address local concerns about environmental and water related externalities. And message that they're able to insulate consumers, or do something to mitigate these potentially higher electricity bills.A recent poll of around 2200 voters found that just over half of respondents attribute overall electricity price increases to AI data centers, at least somewhat. While around another third, consider them very responsible. And these responses are consistent across all regions and across political affiliations. And I think this consistency across regions is really interesting. As we're talking about before, data centers are not impacting bills in every region. But consumers are still blaming them and still attributing bill increases there.It's clear that both the energy sector and U.S. consumers are navigating a complex landscape with data center growth at the center of the conversation. As policy responses evolve and the U.S. midterm elections approach, this issue is only going to gain more attention. And we'll be sure to bring you the latest. Dave, thanks for taking the time to talk.David Arcaro: Great speaking with you, Michelle.Michelle Weaver: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Author Laurence Rees dives deep with Thom on a topic urgent for our times. Like Thom, Rees has studied the rise of Hitler carefully- and found that fascism always starts by conspiracies, fear, and the necessary creation of a dangerous enemy out of "those people"...See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Deregulation Was Never About “Freedom”—It Was About Permission to PoisonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

You may have heard about new savings and investment accounts for children known as "Trump accounts." They got a big boost from a philanthropic donation that's among the largest ever delivered directly to Americans. The accounts are expected to open next May. The question is, can they deliver the benefits over the long haul that are being promoted? Economics correspondent Paul Solman dug into that. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

In this interview, Saifedean talks with economist Juan Ramón Rallo about his book Principles of Economics, as well as the future of fiat money in the face of the rise of gold and Bitcoin.

In episode 40 of The League, Benoy Thanjan (The Solar Maverick) and David Magid break down why the solar market is undergoing a fundamental repricing of risk. Distributed generation platforms are coming to market as large players recycle capital and reset return expectations. At the same time, land is emerging as a major bottleneck.  Costs are rising, competition is intensifying, and traditional land-option strategies no longer work. Layer in permitting delays and growing uncertainty, and risk is now being priced earlier and more aggressively across solar development. The takeaway: solar fundamentals remain strong, but success in the next phase will depend on securing land early, managing permitting risk, and adapting capital strategies to a changing market. Host Bio: Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.  As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio.  Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/ Learn more: https://reneuenergy.com https://www.solarmaverickpodcast.com   Host Bio: David Magid David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry. Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/  If you have any questions or comments, you can email us at info@reneuenergy.com.  

Chris Kohler: presenter and national finance editor for 9News, author of the new book How They Get You: Sneaky Everyday Economics and Smart Ways to Hold on to Your Money, and son of financial journalist Alan Kohler, AM. He's a wonderful communicator and thinker who brings excellent insights into the cost of living crisis, Australia's changing economy, and what we all can be doing to save a bit of money. LINKS: Grab a copy of Chris' book here Watch Story Club on YouTube and grab tickets to Story Club's next show My books So What? Now What? and Back After The Break are available here Send a pic of what you're looking at to sendosheremail@gmail.com See omnystudio.com/listener for privacy information.

Subscribe to the podcastWe invited friends of the show, Dean and Ace, of the End Times Continue podcast to have a conversation about the Non-Aggression Principle and it's applicability to lifeboat scenarios.The End Times ContinueFollow them on Twitter: @Ace_Archist, @PacingJouskaLearn about Bitcoin at a trickleBitcoinTrickle.comSponsorLiberty MugsKeep in touch with us everywhere you areJoin our Telegram groupLike us on FacebookFollow us on Twitter: @libertymugs (Rollo), @Slappy_Jones_2Check us out on PatreonLearn everything you need to know about Bitcoin in just 10 hours10HoursofBitcoin.comPodcast version

The Stoxx 600 reaches a new intra-day high with investors now anticipating the U.S. GDP print later today. Drug giant Novo Nordisk sees its shares soar as it seeks to gain U.S. approval for the pill-form version of its weight-loss drug Wegovy. President Trump has reiterated previous calls for acquiring Greenland from Denmark for national security reasons as he appoints a new envoy to the Arctic territory. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Women report doing 64% of the domestic labor in their household and the 73% of the mental labor. Eve Rodsky, author of the book and movement Fair Play, has championed not only this research, but also strategies to level the playing field. Today, Nicole and Eve talk about how to make your relationship more fair— and the financial consequences if you don't. Click here to learn more about Eve's work, click here to find Fair Play resources.

A world-class physicist makes a shocking claim: across 2,500 years and every kind of society, there has been a recurring moral exception carved out just for Jews--the idea that hurting Jews is, in some sense, legitimate. Most of the time, this doesn't erupt into pogroms. Instead, it lives as a background permission: a readiness to excuse, minimize, or rationalize harm to Jews when it does occur. Listen as Russ Roberts talks with David Deutsch of Oxford University about what Deutsch calls "the pattern": a persistent, global impulse not primarily to attack Jews, but to justify attacks on Jews--socially, politically, or physically. The stated reasons shift with the era--deicide, moneylending, "cosmopolitan elites," Zionism--but the underlying permission structure remains disturbingly constant. Unsettling, challenging, and clarifying, this conversation may change how you understand antisemitism--and the moral fault lines of our civilization.

Our Chief Cross-Asset Strategist Serena Tang discusses how current market conditions are challenging traditional investment strategies and what that means for asset allocation.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's Chief Cross-Asset Strategist.Today – does the 60/40 portfolio still make sense, and what can investors expect from long-term market returns?It's Monday, December 22nd at 10am in New York.Global equities have rallied by more than 35 percent from lows made in April. And U.S. high grade fixed income has seen the last 12 months' returns reach 5 percent, above the averages over the last 10 years. This raises important questions about future returns and how investors might want to adapt their portfolios.Now, our work shows that long-run expected returns for equities are lower than in previous decades, while fixed income – think government bonds and corporate bonds – still offers relatively elevated returns, thanks to higher yields.Let's put some numbers to it. Over the next decade, we project global equities to deliver an annualized return of nearly 7 percent, with the S&P 500 just behind at 6.8 percent. European and Japanese equities stand out, potentially returning about 8 percent. Emerging markets, however, lag at just about 4 percent. On the bond side, we think U.S. Treasuries with a 10-year maturity will return nearly 5 percent per year, German Bunds nearly 4 [percent], and Japanese government bonds nearly 2 [percent]. They may sound low, but it's all above their long-run averages.But here's where it gets interesting. The extra return you get for taking on risk – what we call the risk premium – has compressed across the board. In the U.S., the equity risk premium is just 2 percent. And for emerging markets, it's actually negative at around -1 percent. In very plain terms, investors aren't being paid as much for taking on risk as they used to be.Now, why is this the case? It's because valuations are rich, especially in the U.S. But we also need to put these valuations in context. Yes, the S&P 500's cyclically adjusted price-to-earnings ratio is near the highest level since the dotcom bubble. But the quality of the S&P 500 has improved dramatically over the past few decades. Companies are more profitable, and free cash flow -- money left after expenses -- is almost three times higher than it was in 2000. So, while valuations are rich, there's some justification for it.The lower risk premiums for stocks and credits, regardless of whether we think they are justified or not, has very interesting read across for investors' multi-asset portfolios. The efficient frontier – meaning the best possible return for any given level of portfolio risk – has shifted. It's now flatter and lower than in previous years. So, it means taking on more risk in a portfolio right now won't necessarily boost returns as much as before.Now, let's turn our attention to the classic 60/40 portfolio – the mix of 60 percent stocks and 40 percent bonds that's been a staple strategy for generations. After a tough 2022, this strategy has bounced back, delivering above-average returns for three years in a row. Looking ahead, though, we expect only around 6 percent annual returns for a 60/40 portfolio over the next decade versus around 9 percent average return historically. Importantly though, advances in AI could keep stocks and bonds moving more in sync than they used to be. If that happens, investors might benefit from increasing their equity allocation beyond the traditional 60/40 split.Either way, it's important to realize that the optimal mix of stocks and bonds is not static and should be revisited as market dynamics evolve.In a world where risk assets feel expensive and the old rules don't quite fit, it's essential to understand how risk, return, and correlation work together. This will help you navigate the next decade. The 60/40 portfolio isn't dead – and optimal multi-asset allocation weights are evolving. And so should you.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

The progressive Congressman reads the Washington DC tea leaves as he takes callers from across the nation. Plus- Thom reads from "Kickback: Exposing the Global Corporate Bribery Network" by David Montero.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The commons, unions, and a livable wage built the first mass middle class. Now younger voters want to reboot that machine at full throttle…See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join Robert Llewellyn, Jack Scarlett, and Imogen Bhogal for a special year-end wrap-up as they take a mystery tour through the biggest moments of 2025, from unforgettable shoots, to the clean tech stories that really mattered, and share their bold predictions for what's coming in 2026. They kick things off by debunking the myth that EV sales are collapsing, revealing that global battery-electric vehicle sales are actually up 19% year-on-year. From there, the trio dive into their personal "Magic Money Tree" dream garages, featuring the Polestar 5, Kia EV9, the gloriously childish Ioniq 6 N, and Jack's verdict on the potentially game-changing BMW iX3.  There are also behind-the-scenes stories from some of the year's most memorable shoots — including the legendary solar safari in Namibia and the huge electric ferry project in Hobart. To wrap up, the team looks ahead to 2026, with predictions on a potential British automotive revival, the long-awaited arrival of truly affordable small EVs and whether Vehicle-to-Grid (V2G) technology is finally ready for the mainstream. Whether you've followed Every episode or you're dropping in for the first time, thank you for being a part of the journey and a very merry Christmas and peaceful New Year! 00:00:10 – Introduction 00:01:46 – Busting the "EV Sales Slowdown" Myth 00:07:06 – The "Magic Money Tree" Garage 00:14:15 – 2025 Shoot Highlights: Microlino & Electric Motorcycles 00:16:28 – Jack's Standout Cars of the Year: BMW iX3 & Kia PV5 00:19:25 – Robert's Picks: Polestar 5 & The New Nissan Leaf 00:23:36 – The Baked Bean Digression 00:25:14 – Imogen's Highlights: Solar Safari & Electric Farming 00:32:32 – Robert's Highlight: The Giant Electric Ferry 00:37:01 – Live Show Reflections: Sydney & Melbourne 00:45:18 – Jack's 2026 Predictions: British Auto & Fun Small EVs 00:49:15 – Robert's 2026 Prediction: Vehicle-to-Grid (V2G) 00:53:11 – The Economics of Clean Energy 00:57:50 – Final Reflections & Outro Why not come and join us at our next Everything Electric expo: https://everythingelectric.show Check out our sister channel Everything Electric CARS: https://www.youtube.com/@fullychargedshow Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/officialeverythingelectric To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show   Everything Electric SYDNEY - Sydney Olympic Park 6th, 7th & 8th March 2026 EE NORTH (Harrogate) - 8th & 9th May 2026 EE WEST (Cheltenham) - 12th & 13th June 2026 EE GREATER LONDON (Twickenham) - 11th & 12th Sept 2026 #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electric-vehicles-uk

Gen Z moviegoing attendance grew by 25 percent over the last 12 months, according to Cinema United's Strength of Exhibition report. IndieWire executive editor Ryan Lattanzio breaks down the report's findings and explains the factors that encourage people to become "habitual" moviegoers, defined as those who see at least six films a year.

Roundup of the Week's Top Stories in Economics and FreedomFed to Print $40 Billion per MonthEU Goes After American Free SpeechThe Great Property Crash of ChinaCollege: Just 12% Employed at GraduationThe Job “Slowdown” is Illegals and FedsRead the article "The Job 'Slowdown" is Illegals and Feds" at https://www.profstonge.com/Visit our Sponsor: Monetary MetalsEarn 5% to 12% interest on your physical gold and silver, paid in physical gold and silver.Visit our Sponsor: CoinKiteProtect your Bitcoin with an Ultra-Secure Hardware WalletDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show

Colgate Professor Chad Sparber returns to the program to discuss recent developments with the H-1B Visa program in the United States. Sparber is the W. Bradford Wiley Chair in International Economics; Professor of Economics and the Director of the Lampert Institute.

How Much Profit Is Your Life & Health Worth to Them? House speaker Mike Johnson, says affordable health care ‘just was not to be' while a house Republican torches his own party's healthcare bill as "milquetoast garbage."See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Will the supreme egoist be snared by his thirst for vainglory? Could the board of the Pulitzer Prize take Trump down? After deranged Donald picked a fight with the board, the Pulitzer lawyers demanded info that he would prefer to keep hidden. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/ --- What made 2025 special? In this episode, I reflect on the past year and what it revealed: a K-shaped divide. On one track, AI models are now doing hours of high quality work, improving at exponential pace, and shifting how we work from doing to judging. On the other, organisations and the broader economy are struggling to keep up. Stay to the end for my seasonal film recommendation. I cover:(00:00) Intro (00:45) The state of tool usage in 2025 (6:10) The gap between AI progress and organizational adoption (9:53) AI's shockingly rapid revenue growth (11:17) The biggest mistake smart people make with AI (14:14)  The inescapable need for physical infrastructure (16:06) What everyone was asking in 2025 (18:08) The new winners of the AI economy (20:48) Why “K” is the letter of 2025 (24:08) Seasonal movie recommendation ---- Where to find me: Exponential View newsletter: https://www.exponentialview.co/ Website: https://www.azeemazhar.com/ LinkedIn: https://www.linkedin.com/in/azhar/ Twitter/X: https://x.com/azeem  Production by supermix.io and EPIIPLUS1 Production and research: Chantal Smith and Marija Gavrilov. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.