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Donald Trump announces his plan on pulling Todd Blanche, his former lawyer's name until dissenting Republicans are out of office. Trump says he may ‘temporarily' drop bid to make Blanche US attorney general. Outgoing senators John Cornyn of Texas and Thom Tillis of North Carolina are holding fast.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Moneywise Radio Show and Podcast Friday, July 31st BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Michael George, Executive Vice President - Marketing at Safe 1 Credit website: https://www.safe1.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Michael George & Safe One Credit Union are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
Have Senate Republicans Traded Their Spines For Rubber Stamps? Why Did Republicans Just Hand Trump A Free Pass On His Taxes? Geeky Science. Why Are Sea Snakes Heading For California? Should A Dying Cancer Patient Have To Prove She's Too Sick To Work? Another federal appeals court has rejected the Trump administration's new policy subjecting millions of immigrants to mandatory detention without access to bond hearings. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Luke Tarrant left a great job in finance and walked away from the corporate world, knowing he didn't want to spend his life stuck in an office. He sold everything he owned and spent years riding his motorcycle across the world, chasing the kind of adventure few people ever experience.On a ride through Colombia, everything came to a screeching halt when he was involved in a motorcycle accident that left him fighting for his life. After weeks in a Colombian hospital, Luke ultimately had his leg amputated.Since then, he's grown a massive global social media following by sharing his journey, inspiring millions with his adventures, resilience, and outlook on life.In Chapter 413, Jase and Luke dive into the motorcycle crash that changed everything, the incredible strangers who came together to help save his life, crossing the Darien Gap by boat, ending up at a cartel party in Mexico, learning to walk and ride again with a prosthetic leg, and why he refuses to move on until he returns to Colombia to finish the ride.CHAPTERS:00:00:00 Intro00:03:45 A week together at the Isle of Man TT00:12:41 Cardo Ad00:16:30 The start line, the goodbyes and the cemetery00:20:15 Racing a car at the TT with half a leg00:22:30 Two crashes in one day on the mountain road00:27:27 Back to the start00:29:19 The London School of Economics and the Wolf of Wall Street00:32:02 Walking into his boss's office and quitting00:33:45 Landing in the US with no plan and a Suzuki DR65000:36:00 Buying a house versus buying freedom00:40:30 Ten days in the dirt and how little you need00:44:15 The present self and the remembering self00:48:00 The post that blew up by accident00:52:08 AG1 Ad00:53:06 How he got into motorcycles00:55:30 His dad gets a bike licence and a tattoo01:01:25 The Vietnam tour company that changed both their dads' lives01:04:30 The Ho Chi Minh trail and the bomb craters01:07:48 Venezuela, the caravans and the Darien Gap01:12:49 Selling the American dream01:17:15 Why he would choose Mexico over the US01:20:15 Why it has to be a motorcycle01:25:49 The crash01:29:28 No memory and no vision attached to it01:31:30 Waking up in a different part of Colombia01:33:33 The leg comes off or you die01:34:29 The Instagram story that got him out01:36:00 Sepsis01:41:15 A month of deciding how much more to cut off01:45:05 The air ambulance and the prince's plane01:48:45 Going back to find out what actually happened01:57:48 Motosport Ad01:58:30 Coming home in a wheelchair02:02:59 The night he realised he had become disabled02:07:30 The beach in Mexico02:10:41 The prosthetic, and what is actually left02:14:56 Kurdistan and back in a wheelchair02:18:45 Disabled, and who actually is02:22:30 Jase on the bike he could never have as a kid02:29:15 Half a million followers and the dopamine02:36:45 Losing the warehouse in the fire02:42:04 FIST Ad02:45:00 Why he turns down most brands02:50:56 Mexico, and why he keeps going back02:53:15 The night he followed a stranger to a cartel party03:03:00 Corrupt police and the fake driving licences03:10:25 Devil's breath and getting roofiedSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This panel discussion explores the challenges and strategies for building students' reading endurance across different educational levels. Our guests share research insights, classroom practices, and personal experiences to help teachers foster a love of reading and improve students' stamina. Follow our PLN on Twitter: @christinalbrown @colbysharp| @smorrisey @LisaPas220 @jonHarper70bd @bamradionetwork Resources: christinalbrown.com | www.scientistsinthemaking.com| Teachlikeachampion.org Christina Brown is a development economist studying labor and behavioral economics questions. She is an Assistant Professor in the Economics department at the University of Chicago. She received a PhD in Economics from UC Berkeley and worked as a consultant for the World Bank and Save the Children. Prior to working as a researcher, she taught high school physics. Colby Sharp is a husband and father of five. He teaches fifth grade at Parma Elementary. Colby is the co-founder of Nerdy Book Club. He co-hosts The Yarn podcast with Travis Jonker. Colby co-authored Game Changer! Book Access for All Kids with Donalyn Miller, and he is the editor of The Creativity Project: An Awesometastic Story Collection. A Commonsense Guide to Your Classroom Library, written with Donalyn Miller, is his latest book. Lisa Leaheey has taught English at North Providence High School for the entirety of her 23-year career. A lifelong voracious reader and movie buff, she spends every day sharing her passion for stories with her students, and she continuously seeks out new ways to elevate her students' individual strengths and to support their individual needs. Sean Morrisey is a 5th-grade teacher at Pinehurst Elementary School, located just outside of Buffalo, NY. He brings over 25 years of experience as an educator. Before becoming a classroom teacher, Sean worked as a school psychologist, a role that shaped his understanding of how children learn. For the past 18 years, he has taught 1st, 4th, and 5th grade, focusing on building strong foundations in literacy and language. Sean's work in vocabulary instruction has been highlighted on numerous literacy podcasts and featured in science of reading resources, including The Literacy 50 and Know Better, Do Better: Comprehension. His passion lies in integrating vocabulary seamlessly across the school day, helping students connect words to meaning in authentic and engaging ways. Sean is currently writing his own curriculum called the Word Mapping Project: Linking Sound, Spelling, and Meaning for Word Mastery.
Our Strategist Michelle Weaver talks to Michael Zezas and Jessica Alsford, Co-Directors of the Morgan Stanley Institute, about how AI, energy resilience and industrial policy are changing investment decisions.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.Michael Zezas: I'm Michael Zezas, co-director of the Morgan Stanley Institute and Deputy Global Head of Morgan Stanley Research.Jessica Alsford: And I'm Jessica Alsford, Morgan Stanley's Chief Sustainability Officer, and also co-director of the Morgan Stanley Institute.Michelle Weaver: Today: how AI, energy, geopolitics, and industrial investment are competing for scarce resources – and what that competition could mean for markets.It's Friday, July 31st at 10am in New York.Jessica Alsford: And 3 pm in London.Michelle Weaver: Mike and Jess, as co-directors, you speak with people across the firm to identify the biggest questions facing companies and investors, especially the important ones that may not have clear answers yet. And to understand how those questions are shaping client conversations. Mike, what's one of the questions that you think investors are wrestling with the most right now?Michael Zezas: So, one of the biggest questions is how several major investment cycles can happen at the same time. AI, energy infrastructure, manufacturing, and defense may all be competing for the same power, the same skilled labor, equipment, and capital. So, investors need to look beyond each theme in isolation and ask where constraints could delay projects, raise costs, or redirect spending, and which companies are best positioned to manage all of that.Michelle Weaver: Since the institute began, you've examined a number of topics, including AI, energy resilience, and geopolitical fragmentation, just to name a few. Jess, which topic has been the most compelling to you?Jessica Alsford: It's difficult to pick one because, to be honest, for me, it's really the way that AI, energy resilience, and geopolitics have all really become one story. If you think about the energy transition, which has been playing out for a number of years. But now we also have the AI build-out, and that depends on reliable and affordable power. And then geopolitical shocks, which are demonstrating the need for countries to have energy security.So, if you put all of this together and you can really see that there is a huge need to scale the global energy system, but using all types of power available to us, including renewables and nuclear.Michelle Weaver: Mike, how is that intersection that Jess spoke about between AI, energy, and geopolitics altering the way that companies are thinking about investing?Michael Zezas: So, geopolitical shocks, they're more norm than exception now. The situations in Iran, Ukraine, Venezuela, they all reflect an evolving international order where the U.S. is less interested than it used to be in preserving global security and trade standards.And that's a particular problem in a world where companies and governments spent much of the last 50 years optimizing to benefit from globalization. So basically, looking for the lowest cost way to produce things, sourcing materials and labor in the most efficient way possible, presuming that the frictions in international goods and services trade would just keep getting lower.That's obviously not the case now, and whether it's a good idea or not, the trend is toward governments leaning into industrial policy to prioritize supply chain security and protect whatever it sees as their national competitive advantages. And really that's correlated with higher trade barriers. So, that means that while companies are still focused on efficiency, they have to build resilience through more regional supply chains, greater redundancy, and investment in strategically important capacity. So, the practical message from our teams is to map critical dependencies, diversify where possible, and be realistic about the extra cost of resilience rather than assuming the old globalization model will simply return.Michelle Weaver: One of the clearest constraints on the AI build-out is energy. Our thematic research team is estimating a nearly 40-gigawatt shortfall in power needed for data centers. For context, this is multiple New Yorks worth of power. Jess, how significant of a limiting factor is power becoming?Jessica Alsford: Power is definitely becoming a strategic constraint. If you think about grid connections, these can take years to set up. And so, access to power really is going to determine where facilities are built and how quickly they're able to come online. And it looks like there won't be one universal solution.You've got natural gas, nuclear, renewables, storage, microgrids. They're all going to need to play a role. And for companies, that means that they really are going to have to be planning power alongside the site and financing. For investors, it means focusing on reliability, affordability, and permitting, not just headline demand.Michelle Weaver: So, AI, energy, and geopolitics can no longer be considered in isolation. As countries and companies rethink where they source, build, and invest, where do you see the biggest opportunities emerging?Jessica Alsford: The opportunity is likely to be broader than any single sector, to be honest. and the institute has shown that capital really needs to be flowing towards more resilient supply chains as well as new productive capacity and also the infrastructure that supports both of these. And this covers power, grids, automation, logistics, as well as data. I'd also say that location matters, too. And companies need to be able to weigh political stability as well as skilled labor, reliable energy, and policy support. And investors should be looking for markets and businesses that can turn those advantages into durable returns.Michelle Weaver: The institute has also looked at founders as a source of economic information. Jess, what can their decisions reveal before those changes appear in traditional economic data?Jessica Alsford: So, founders are often making decisions at the leading edge of growth and capital formation, and so their behavior can provide an early read on both at-risk appetite and also financing conditions. If we take the current macro environment as an example of this, the institute has shown that many founders are adapting rather than simply waiting, and this means extending fundraising timelines, spawning investor conversations, and considering private credit, structured equity or tender offers. For companies, the takeaway really is to preserve financing flexibility. And for investors, it's to watch how those choices can reshape private market liquidity.Michelle Weaver: Mike, to bring this back to where we started, if power, labor, and capital are all becoming more constrained, what should investors be watching most closely?Michael Zezas: Yeah. I'd watch whether capital spending plans are being delayed or resized or redirected in some way, and I think importantly, what the reasons would be for any of those things happening.Is there a constraint around power or labor or equipment permitting or financing? Those details help distinguish whether you'd be looking at temporary setbacks or a structural shift. So, something that would signal that we've built too much capacity in AI or manufacturing relative to demand. And that's the type of thing that would be a real headwind to the economic outlook and potentially create problems in the credit markets.But to be clear, we don't see demand flagging anytime soon. And so, for investors, it's less about whether to be bullish or bearish on the outlook for the markets and the economy, and it's more about looking for companies that are durable beneficiaries of these trends. So those are ones with secure inputs, flexible balance sheets, and realistic return thresholds.Michelle Weaver: Absolutely. As Mike said, we don't see demand slowing, and we're seeing a lot of encouraging data points around AI adoption. One analysis we did recently shows that around 25 percent of S&P companies are now quantifying the benefits they're seeing from AI adoption. And this diffusion story is only going to continue to grow.Mike, Jess, thanks for joining me.Michael Zezas: Thanks Michelle.Jessica Alsford: It's great speaking with you both.Michelle Weaver: And to our listeners, thanks for tuning in. If this is all piquing your interest, you can find the institute's articles, roundtables, and future work on Morgan Stanley's website. And as always, if you enjoy Thoughts on the Market, please leave us a review and share the podcast with a friend or colleague.
The goal isn't to prove Anthony Fauci lied. It's to convince Americans that the racist decisions that cost hundreds of thousands of lives were somebody else's fault…See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Veteran War Correspondent based in Kiev, Ukraine & host of the ‘On the Edge‘ podcast, Phil Ittner reports on Zelensky meeting Trump while paying tribute to late US senator Graham and MAGA influencer Laura Loomer reverses course on Ukraine after Kyiv visit. Did ICE Really Threaten To Beat A Man Into Signing? And Senate Republicans project blame on kind Dr. Fauci while hiding their racist actions during the Covid Pandemic. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Spineless on IranCorrupt on taxesBeaten twice on detentionCruel on MedicaidQuietly buying companiesPlus El Niño's shipping venomous sea snakes to your beachSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Michael Strain of the American Enterprise Institute and colleague Matt Colyar join the Inside Economics crew to unpack a blockbuster week for the U.S. economy. A bizarre FOMC meeting, fresh GDP and inflation data, new readings on consumers, and financial market gyrations offered plenty to discuss. The group debates what it all means, where the economy is likely to head from here, and of course, play the numbers game. Guest: Michael Strain, Director of Economic Policy Studies, American Enterprise Institute Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Andabak)” The co-hosts welcome teacher and PHD student Ante Andabak to discuss the lower phase. Current events: Trump's attack on democracy heightens.
Today I am interviewing Bruce Friedrich, the author of the newly published book "Meat: How the Next Agricultural Revolution Will Transform Humanity's Favorite Food―and Our Future." Bruce Friedrich is the president and founder of the Good Food Institute, one of the leading think tanks working to make the global food system better for the planet, people, and animals. As an international network of organizations, they advance alternative proteins to help meet climate, global health, food security, and biodiversity goals. Bruce Friedrich serves as GFI's chief thought leader and relationship-builder, working in close partnership with GFI's global teams and food system stakeholders around the world. Before founding the Good Food Instiute, he served as Director of Policy for four years at Farm Sanctuary. Prior to that, he worked at PETA for 15 years as Head of Public Campaigns, leading many of the organization's highest-profile and most memorable campaigns. Bruce has penned op-eds for the Wall Street Journal, Foreign Policy, Nature Food, Wired, and many other publications. He has represented GFI on the Ezra Klein Show, Making Sense (Sam Harris), TED Radio Hour, New Yorker Radio Hour, PBS News Hour, and a variety of other podcasts and TV programs. Bruce's TED talk has been viewed almost 2.5 million times and translated into 30 languages. Nature featured Bruce's 2026 book Meat as one of its five “best science picks,” and Publishers Weekly selected Meat as one of the 10 best new releases in science, writing: “This packed account makes food science feel like an urgent and essential undertaking.” The book has also received praise from Nobel Laureate in economics Michael Kremer, primatologist Jane Goodall, and science fiction master Kim Stanley Robinson, among many others. Bruce graduated magna cum laude from Georgetown Law and also holds degrees from Johns Hopkins University, the London School of Economics, and Grinnell College. This episode was produced by Jack Lucas Chang.
If you run a business that exports to the United States, how big is the tariff you have to pay? In 2025 that question was hard to answer. Between February and December, 53 separate announcements introduced, delayed, reinstated or changed US tariffs, with different countries and products pulled in or exempted each time.Kalina Manova (UCL, CEPR) and her colleagues built a database of every one of those announcements, but they also measured the confusion that those announcements created. She tells Tim Phillips about how tariff confusion has become a second tax on trade, as confusion puts off exporters: but it's one that raises no revenue. On average, uncertainty about the actual tariff doubled the damage done to trade by the tariff hikes themselves. For some countries it tripled it. Does this result mean that, if the US cleared up the confusion by not changing its tariffs regularly, it could double tariff income for the same impact on trade?The research behind this episode:Manova, Kalina, Dennis Novy, Thomas Sampson, and Aaron Tang. 2026. "Tariff Confusion." CEPR Discussion Paper DP21688 (gated).To cite this episode:Phillips, Tim, and Kalina Manova. 2026. "Tariff Confusion." VoxTalks Economics (podcast).About the guestKalina Manova is Professor of Economics at University College London and a Research Fellow at the Centre for Economic Policy Research. Her work spans global production networks and multinational activity, firm productivity and management, trade policy, and the financial frictions that shape international trade and investment. She holds an AB, AM and PhD from Harvard, and has previously held posts at Stanford, Princeton and Oxford.Research cited in this episodeUS Tariff Announcement Database (USTAD). The dataset Manova and her co-authors assembled by hand from US presidential executive orders and proclamations, recording all 53 tariff announcements of 2025 and tracing, for roughly 230 origin countries and more than 18,000 ten-digit product categories, the statutory tariff in place each month.The four confusion measures. With no direct way to measure confusion, the paper proxies it four ways: the cumulative number of relevant announcements a firm had to track; the number of possible tariff calculations those announcements could produce (labelled tariff mess, defined as two to the power of the number of announcements); the highest tariff a firm might infer if it heard only the bad news (tariff max); and how far that worst case sits above the true statutory rate (tariff miss).The firm survey. A survey of roughly 4,500 firms in the US and Canada in March and April 2025 found that around 45% believed tariffs on Chinese goods were below 20%, when the true average was about 42%; at the same time, 87% underestimated how many announcements had postponed or rolled back tariffs. Firms were wrong in both directions at once.Trade policy uncertainty. A prior literature on uncertainty about future tariffs, which tends to find that firms delay forming trade relationships when the future is unclear. The paper's contribution is to separate confusion about current tariffs from uncertainty about future ones, and to show the former bites on its own.Relationship-specific investment and trust. Trade in goods that require buyers and suppliers to customise to one another, or that sit in stickier supply relationships, proved more resilient to confusion; so did trade with countries whose populations report higher trust in foreigners. Informal trust, rather than formal contract enforcement, did the work of cushioning the shock.The IEEPA ruling. In February 2026 the US Supreme Court ruled that the tariffs imposed in 2025 under the International Emergency Economic Powers Act were unlawful. The paper's data stops before the ruling, which generated fresh policy change and, presumably, fresh confusion.More VoxTalks Economics episodesWorld War Trade. Richard Baldwin on how the April 2025 tariffs settled into a trade Cold War, and why the rest of the world kept trading without the US.Europe in the Middle. Pol Antràs and Beata Javorcik on where redirected Chinese exports go when they can no longer sell in the US, and what that means for European firms and consumers.How exchange rates responded to tariffs. Giancarlo Corsetti on why the dollar fell after Liberation Day when tariffs should, in theory, have pushed it the other way.Related reading on VoxEU.orgTrump and Tariffs, a VoxEU debate page collecting research on how the 2025 tariffs are reshaping supply chains, trade relationships and market stability.
Economics and Public Affairs Editor, David Murphy sheds light on what the dissolution of the National Asset Management Agency (NAMA) means.
What the USMCA's move to annual review cycles means for North America. Todd Martinez and Josh Grundleger join Shelly Shetty to unpack what changed on July 1st, Fitch's baseline scenario, and the risks ahead. Part one of two.
Send us Fan Mail This is a reading of the third chapter of Proutist Economics by P.R. Sarkar, titled "Socio-Economic Groupifications." In this chapter, Sarkar outlines his vision for organizing society into self-sufficient socio-economic regions that protect local interests, eliminate exploitation, and gradually foster greater human unity on the path toward a cooperative world society. Support the show
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Hamas says it has agreed to its complete disarmament and the withdrawal of Israel from the strip. The agreement was announced by US President Donald Trump but Israel is yet to comment. Fawaz Gerges, Professor of International Relations at London School of Economics and Political Science joined us on the show to discuss.
Dave Smith brings you the latest in politics! On this episode of Part Of The Problem, Dave discusses Anthony Fauci's senate hearing in which he continuously pleads the fifth amendment, the implications and best moments from this hearing, and more.Support Our Sponsors:Sheath - https://sheathunderwear.com use promo code PROBLEMGoldback - https://www.goldback.com/dave/ Part 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#libertarian See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Brian Wilson in for Chris Plante For more coverage on the issues that matter to you, download the WMAL app, visit WMAL.com or tune in live on WMAL-FM 105.9 from 9:00am-12:00pm Monday-Friday To join the conversation, check us out on Twitter @WMAL and @ChrisPlanteShow Learn more about your ad choices. Visit podcastchoices.com/adchoices
Our Global Head of Thematic and Sustainability Research Stephen Byrd explains why the recent AI infrastructure selloff may reflect technical pressures, not weakening fundamentals.Read more insights from Morgan Stanley.----- Transcript -----Stephen Byrd: Welcome to Thoughts on the Market. I'm Stephen Byrd, Morgan Stanley's Global Head of Thematic and Sustainability Research.Today: Are investors misreading the AI infrastructure selloff?It's Thursday, July 30th, at 10am in New York.The recent selloff in AI infrastructure stocks has raised a familiar question: Is the buildout running ahead of real demand? The market is pulling back and we think that reflects profit-taking, crowded positioning, and forced selling by investors. This is not about weaker fundamentals. But the selloff has brought to light three key concerns, which we think the market is overplaying.The first concern is how much enterprises are willing to pay for AI. The median enterprise employee currently generates less than $11 a month in token spending. That's the fee paid when an AI model processes a request and generates a response.We think there is room for that to increase. From the employer's perspective the economics are compelling. Across workplace applications, the cost to execute the economic task would be $2-$5. And that could save an enterprise $55. That to us suggests companies are likely to spend more, not less, on AI over time.The second debate centers on efficient models, including competitive models developed in China. And here, policy responses both from the U.S. and China can have an impact as well. Some investors worry that better efficiency means less computing demand. But we see the opposite risk. This is a classic example of Jevons paradox: When something becomes cheaper or more efficient to use, people use more of it. In AI, lower costs can attract more users, encourage more frequent use, and make complicated applications more economical. The scale is striking. Industry leaders estimate that compute demand could double every six months, which would amount to more than a thousand-fold increase in compute over five years. Hyperscalers could quadruple available power capacity to roughly 120 gigawatts by 2028, from about 30 gigawatts in 2025.And that leads to the third debate – whether data centers can secure enough power to keep expanding. It's a valid concern. In the U.S., facilities under construction and contracted grid capacity cover about 30 gigawatts. That's less than half the 68 gigawatts of power that data centers are likely to need from 2026 through 2028. Grid connections can take five to seven years in some regions. Skilled electricians, welders, and pipefitters are in short supply. And local opposition is increasing as communities debate electricity bills, tax incentives, and who should pay for grid upgrades.These are real obstacles, but we view them as delays rather than dead ends. Onsite generation, fuel cells, energy storage, natural gas turbines, and the conversion of existing high-power sites could close the gap, at least partially.We believe much of the recent weakness in AI infrastructure has been driven by technical factors rather than a change in the underlying fundamentals. As AI becomes more capable and cheaper to use, demand for intelligence, compute, and power is likely to keep rising. The global market is fragmented as policy decisions in the U.S. and China shape how growth unfolds. But strong economics should support continued investment.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.
Voters brace for a stolen midtermTrump punishes blue statesABC fights FCC censorshipUninsured flood ERs on Medicare's birthdayRFK Jr. cooksMuscle repairs itselfSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Attorney Sabrina Haake explains that Blanche is likely to be confirmed, then disbarred - In 30 years at the federal trial bar I've never seen angrier judges That Sign in Front of the Smithsonian is More Dangerous Than You Think. Is Elon Musk Buying Another Election? Jetson's Alert. Is Your Burrito About To Fly? Geeky Science. Your Kitchen Clock May Protect Your Memory. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Live July 29, 2026 | Yaron Brook Show(Season 12, Episode 128)War; Missiles; Tariffs; DEA; Fed; AI; Cockroach; Millionaires; Lithium; Milei | Yaron Brook ShowWatch Now: https://youtube.com/live/4hDC05-WIfIIran Fires Missiles. America Runs Low on Weapons. Is the West Ready for the Next War?Iran is becoming more aggressive. America is running short on critical munitions. Tariffs continue to distort the economy. AI innovation faces growing political pressure. Meanwhile, Argentina continues proving that free markets actually work.In this wide-ranging live episode of The Yaron Brook Show, Yaron examines whether the West is prepared for the geopolitical conflicts ahead—and why economic freedom remains the foundation of both prosperity and national security.Topics Covered• Iran and Middle East conflict• Missile defense and military preparedness• Defense technology startups• Anduril and autonomous weapons• U.S. military procurement• Trump's tariffs• Inflation and the Federal Reserve• Artificial Intelligence• Lithium batteries• Javier Milei and Argentina• Capitalism vs statismYaron unpacks Iran's missile strategy, America's defense-industrial weaknesses, emerging defense startups transforming warfare, Trump's tariff policies, inflation and the Federal Reserve, AI regulation, declining millionaire populations in the UK, falling lithium battery costs, and Javier Milei's remarkable economic reforms in Argentina.If you want serious analysis grounded in reason—not partisan talking points—this episode connects today's biggest headlines through the principles of capitalism, individual rights, and long-term thinking.Watch here: https://youtube.com/live/4hDC05-WIfITimestamps00:00 Introduction, travel updates & upcoming events3:08 Jordan Peterson courses & Ayn Rand 06:19 U.S.–Iran tensions escalate10:27 Iran's missile attack explained12:15 Saudi Arabia, Houthis & regional strategy19:21 Why Iran believes it can win20:23 America's missile shortage26:25 The artillery production problem31:40 Why U.S. defense procurement is broken35:25 Defense startups changing modern warfare38:00 Anduril and autonomous fighter aircraft42:19 New air defense technologies44:36 Mach Industries & next-generation weapons47:52 Autonomous naval systems52:10 Venture capital enters defense56:19 Trump's tariffs and economic damage59:48 Can tariffs survive legal challenges?1:01:42 Canada, Brazil & trade wars1:08:32 DEA operations against drug boats1:11:42 Oil prices, inflation & the Federal Reserve1:17:01 Should AI development slow down?1:20:57 India's bizarre cockroach protests1:30:41 Why millionaires are leaving Britain1:33:40 Lithium batteries get dramatically cheaper1:35:53 Javier Milei's economic success in Argentina1:39:51 Final thoughtsLive Audience Questions1:43:46 How do you overcome extreme self-consciousness?1:47:27 What did you think of the Michael Israel interview?1:50:25 Why does Iran's regional influence continue to grow despite its struggling economy?1:52:47 Are comparisons between ICE detention centers and Nazi concentration camps valid?1:55:17 Why is small talk more common in individualistic cultures?1:58:18 Do people underestimate how much economic freedom still exists within today's mixed economies?2:02:43 Why is Objectivism especially valuable for people who have always felt like outsiders?2:04:27 What makes T.A.R.S. such a compelling AI character, and what does it reveal about intelligence, personality, and human values?See pinned comment for more questions. Like this episode?Subscribe, share it with friends, and become a Patreon supporter to access monthly AMAs, exclusive content, and commercial-free audio.#Iran #Israel #MiddleEast #Tariffs #ArtificialIntelligence #MilitaryTechnology #JavierMilei #Economics #ChinaAI #Trump #JDVance #Objectivism #Capitalism The Yaron Brook Show is Sponsored by[The Ayn Rand Institute](https://www.aynrand.org/starthere)[Energy Talking Points, featuring AlexAI, by Alex Epstein](https://alexepstein.substack.com/)[Express VPN](https://www.expressvpn.com/yaron)[Hendershott Wealth Management](https://www.youtube.com/watch?v=X4lfC...) &(https://hendershottwealth.com/ybs/)[Michael Williams & The Defenders of Capitalism Project](https://www.DefendersOfCapitalism.com)[Support the Show]( / yaronbrookshow )[Sponsor the Show](askyaron@yaronbrookshow.com/)[One-time donation](https://bit.ly/2RZOyJJ)Join the [Yaron Brook Show YouTube channel]( / @yaronbrook )Like what you hear? Like, share, and subscribe to stay updated on new videos and help promote the [Yaron Brook Show](https://bit.ly/3ztPxTx)Continue the discussion by following Yaron on [Twitter](https://bit.ly/3iMGl6z) and [Facebook](https://bit.ly/3vvWDDC )Want to learn more about Ayn Rand and Objectivism? Visit the [Ayn Rand Institute](https://bit.ly/35qoEC3)Become a supporter of this podcast: https://www.spreaker.com/podcast/yaron-brook-show--3276901/support.Yaron is the executive chairman of the Ayn Rand Institute and a world class speaker. He is the coauthor of the national best-seller Free Market Revolution: How Ayn Rand's Ideas Can End Big Government, Equal is Unfair: America's Misguided Fight Against Income Inequality and In Pursuit of Wealth: The Moral Case for Finance. He speaks around the world on a variety of topics including the morality of capitalism, Ayn Rand and her philosophy, finance and economics, and the value of inequality.
Economics and Public Affairs Editor, David Muprhy explains the implications of the upcoming meeting between PTSB and its potential new owner, Austrian group Bawag.
The Kospi rollercoaster continues - Korea's main stock index records its best day ever as SK Hynix and Samsung increase their valuations by more than a quarter. The Nasdaq breaks a 6-day losing streak as Microsoft adds the most to its market cap in a single day of any company, ever. Elsewhere, the Bank of England delivers its fifth hold in a row, with the MPC voting 6 to 3 to keep rates unchanged. And Italian defence giant Leonardo upgrades its profit and order forecasts for the year as new contracts surge 45-percent in the first half.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Outer Realm welcomes back special Guest Samuel Chong Date: July 29th, 2026 EP: 751 DISCUSSION: Samuel Chong returns and will be talking about UFOs in China, China's Roswell, Ancient advanced civilizations, ET Technologies, paranormal mysteries and more! Contact for the show - theouterrealmcontact@gmail.com https://linktr.ee/michelledesrochers_ About Samuel: Samuel Chong is a California-licensed attorney, certified Mandarin court and federal interpreter, Chinese translator (American Translators Association), and licensed massage therapist. He serves as a unique motivational keynote speaker on wellness, resilience, mindset, leadership, health and wellbeing, spirituality, near-death experiences, extraterrestrials (ETs), ancient mysteries, and esoteric knowledge. Drawing on scientifically grounded evidence and memorable personal stories, Samuel bridges science and spirituality to unlock human potential at a subconscious level. He delivers actionable strategies for productivity, resilience, and positive change while inspiring audiences with interdisciplinary insights from mind-body-spirit (MBS) principles. His work as a Mandarin interpreter for global leaders—including Richard Branson, Warren Buffett, and Michael Dell—has given him deep cross-industry knowledge and strategic foresight as a futurist. Samuel holds a J.D. from Northwestern California University School of Law, an M.A. in Financial Analysis from Universidad Carlos III de Madrid, a Graduate Certificate in Economic History from the London School of Economics, and a B.A. in Economics from UC Berkeley. He previously taught at UCLA Extension. A dedicated advocate for ET disclosure and ancient wisdom, Samuel was instrumental in arranging the Chinese edition of Michel Desmarquet's Thiaoouba Prophecy (a bestseller in both China and Taiwan) and has translated 334 ‰ Lies: The Revelation of H. M. v. Stuhl. He has personally visited the author and actively promotes these transformative messages of hope, planetary awakening, and a better world through the ChinaSona Foundation and its scholarship program. Based in Los Angeles, Samuel is a Founding Member of the Hollywood Disclosure Alliance. He brings his legal expertise, global perspective, and unique synthesis of esoteric knowledge with modern science to help integrate truthful UAP/ET narratives into entertainment media and public consciousness. His multilingual abilities (English, Mandarin, Spanish) and interdisciplinary background make him an invaluable bridge between researchers, experiencers, and Hollywood storytellers advancing ethical, fact-based disclosure. https://www.chinasona.org/speakers/ If you enjoy the content on the channel, please support us by commenting, subscribing and sharing : Thank you All !!! A formal disclosure: The opinions and information presented or expressed by guests on The Outer Realm Radio and Beyond The Outer Realm are not necessarily those of the TOR, BTOR Host, Sponsors, or the United Public Radio Network and it's producers. Although we value all of our guests and their perspectives, for Legal Purposes, all content must be listed and deemed "For Entertainment Purposes" We are always be respectful and courteous to all involved. Thank you, we appreciate you all !!! United Public Radio & UFO Paranormal Radio www.uprntalkradio.com
Dave Smith brings you the latest in politics! On this episode of Part Of The Problem, Dave and Robbie "the Fire" Bernstein discuss the videos of Lindsey Graham released since his d eath in which he celebrates Netanyahu and the war with Iran, Zoran Mamdani's unveiling of his new government funded grocery stores in NYC, and more.Support Our Sponsors:CrowdHealth - https://www.joincrowdhealth.com/promos/potpBodyBrain - Go to BodyBrainCoffee.com, use code DAVE20 for 20% off your first orderRidge - https://ridge.com/potp10Quince - Get free shipping on your Quince order and 365-day returns athttps://www.quince.com/POTPPart 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#libertarian See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
How much runway does the world's energy market still have? Our Head of Commodity Research Martijn Rats joins our Global Head of Fixed Income Research Andrew Sheets to explain what's causing pressure beyond renewed tensions in the Middle East.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley.Martijn Rats: And I'm Martijn Rats, Head of Commodity Research at Morgan Stanley.Andrew Sheets: Today – talking about the recent volatility and the direction ahead for oil.It's Wednesday, July 29th at 2pm in London.Martijn, it's great to talk to you again. We haven't talked for a little while on this program. But oil is once again back in the headlines and it's moving around.So maybe to just jump right into things, as you look at the lay of the land in global energy markets at the moment, what's been happening? What are you telling clients?Martijn Rats: Okay. Well, we've had a large amount of volatility, over the last couple of weeks. If you roll the clock back, sort of, to the beginning of June. In the beginning of June, it started to become clear that already some more oil was leaking out of the Strait of Hormuz than perhaps, many of us anticipated at the time.But that data has been confirmed since then. And then, of course, in the middle of June, we got the memorandum of understanding. And after that, roughly 100-150 million barrels a day or so that was behind the Strait of Hormuz got cleared. And that…Andrew Sheets: These were tankers that were stuck there during the conflict, all came out.Martijn Rats: Absolutely. Laden tankers that were there; had just basically turned into floating storage for a good couple of months. They all cleared out, and that actually created a bit of a glut, in the sense that all of a sudden, the refiners of this world had a lot of crude to absorb. And we saw many indications of physical looseness in the market, physical differentials, calendar spreads.All sorts of indicators pointed that physically there was a lot of oil, temporarily to be absorbed. And the spot price of Brent fell to $70. And that looked to be the new direction of travel. In principle, the world is not short of oil if you take the geopolitics out of it.So, for a while it, it looked bearish. But then a new set of disruptions came, and the military conflict restarted, and we've had 13 days of overnight bombing. And with that also the flow through the Strait of Hormuz diminished again. And we are back in the last, sort of, week, 10 days to very, very low levels. The same levels we had in March.The flow through the strait is not exactly zero. But it's sort of 2-3 million barrels a day, sort of, down 80 percent to 90 percent of what it was before the conflict. And with that, prices have rallied. But on top of that, last week it looked like the military activity could really scale up. And for a couple of days, the markets priced that in.But then we have other choke points to take into account now. Not only Hormuz, but the Bab el-Mandeb, the CPC terminal, the issues in global refining. Altogether, it's been a tremendously volatile period. So, we're on the whole leaning towards the constructive side because there are so many disruptions in the system. But it's a very hard one to call at the moment.Andrew Sheets: So Martijn, let's talk about those other disruptions besides just the Strait of Hormuz. Because yeah, it's not just the Strait of Hormuz anymore. We have issues in the Red Sea. You have ongoing issues with Russian energy infrastructure that's being attacked by Ukraine. Just what are these other factors that are out there? And how much do they matter relative to, you know, how many ships are passing through the Strait of Hormuz?Martijn Rats: Yeah. They matter a lot, and you can see that expressed in the price of refined product more than the price of crude. If you look at the main global benchmark for the price of diesel, which is arguably the ICE gas-oil contract, which are diesel barges delivered in Rotterdam or in the wider ARA area, it's trading at about $1,200 a ton, which is sort of $150-$160 per barrel.That's where you see the tightness. And so out of the total end user price, the refiners are capturing more at the moment than the crude suppliers. But what end users pay is not $85 per barrel for Brent crude oil, it's $1,200 a ton for diesel. And that is a very high price. Now, that is a result effectively of four major issues that the oil market has to deal with.One of them is Hormuz, as just discussed. But then we come to these other three. And these other three are the Bab el-Mandeb, which is the strait on the other side of the Arabian Peninsula that provides entry and exit to the Red Sea. That strait has gained in importance because Saudi Arabia has been redirecting about 4 million barrels a day of crude oil supply that was previously exported via Hormuz. Now through the East-West Pipeline to a terminal near a city called Yanbu, from where it is loaded and mostly sails down south through the Bab el-Mandab to refineries in Asia.The Bab el-Mandab is a strait that is effectively controlled by the Houthis, which is an Iran-aligned group that controls much of Yemen. And already in [20]24, earlier in [20]25, they've been very effective, controlling tanker traffic through that strait. And in the last sort of week or so, they have said that they will no longer allow Saudi tankers to sail out. And also, that group has executed drone attacks on Saudi oil infrastructure near the Jazan refinery, near the Yanbu terminal, and overnight also the Abqaiq facility, which is a large oil processing plant.So, this whole Red Sea situation puts at risk something like an incremental 3.5 million barrels a day of crude.Then we've had to deal with issues at the CPC terminal, which is again, also a very large oil export terminal. About 1.5-2 million barrels a day of crude is exported from CPC, which is a terminal near the Russian city of Novorossiysk.Ukraine has been executing drone attacks on tankers that have been trying to load from the CPC terminal. Much of last week, the CPC terminal was out. Over the last 24 hours, a few tankers have loaded again, but it's very unreliable. It's on again, off again. It's a very disrupted flow. In and of itself, a single terminal loading 1.5-2 million barrels a day is very, very large. So, we care.And then the third issue that the oil market has been dealing with, and this also comes back to this issue about these refined product prices, is very severe tightness in the global refining system. That is an issue of some refineries can't export because they're behind the Strait of Hormuz again.So, you can say, "Well, isn't that; that's sort of the same problem?" But nevertheless, it expresses it somewhere else. It's partly a problem of, sort of, the Chinese refinery system running very low. But it's recently mostly been driven by Ukrainian drone attacks on Russian refineries. And by now, something like 60 percent of the Russian refining system is out.And with that, exports of refined products have declined very significantly. There's a gasoline export ban. There's a diesel export ban from Russia. Russia used to be a very large diesel exporter. That is now down to practically zero. And with that, refined product markets have rallied severely on top of the price of crude.Andrew Sheets: And I think that's interesting [be]cause when we think about the economic impact of oil, while, you know, the price of oil per barrel is often the most kind of visible marker that we have – it's often the refined product that we actually use. You know, a truck is running on diesel. It's not running on crude oil.And, you know, that cost of diesel, of jet fuel, of gasoline, you know, that is the thing that can often really affect business margins. And the ability to operate and move product around. So, I mean, just give a sense like how much have those diesel prices gone up? And how much further could they rise if you're operating, you know, a trucking company in Europe?Martijn Rats: Yeah. Look, when supply is inherently scarce, we often ask the question – what is the demand destruction price, right? If you can't supply the stuff quick enough, the physical oil market, be it crude or refined product, must balance.There are a finite number of molecules in the system, and we can store them for a bit. We can take them out of storage. But when you take storage into account, molecules can't disappear out of nowhere. And they can't create it out of nowhere either. So, the system must balance. And if you can't supply it quick enough, the only way to balance sometimes is through demand destruction.And then we ask the question, what is the price that effectively causes that to happen? And if you look historically, that is often expressed in crude, something like $140-$150 a barrel. We've seen that before. But those were occasions where refining was not an issue. And then crude needs to do the heavy lifting to drive prices higher.What we're having at the moment is that refined products need to do it. And so, from experience earlier in the year, back in 2022, some other occasions, the price that destroys diesel demand is probably in the order of $1,400 a ton. In the diesel market, we use tons rather than barrels for historical reasons. Just to make it easy.But it's about $1,400 a ton, which is about sort of, you know, like $180-$190 per barrel. That really stops diesel demand in its track. At the moment, we're $1,230-$1,240, that sort of level. And so, we are getting close. There is probably a little bit more to go, like another 5 percent, 10 percent, that sort of thing, before you really hit some exceptionally high levels.But the diesel price, I would argue, is doing exactly that. It's searching for this demand destruction price. It's just if you then take that sort of $160 diesel that we have at the moment, how much do the refiners get versus how much do the crude producers get?At the moment, the refiners are getting $65- $70 out of that, leaving comparatively little for the crude supplier. But the refined product price is the channel by which the economy is impacted and ultimately also by which demand is eroded.Andrew Sheets: When we're talking about demand destruction, we're talking about at what price does a trucking company not operate, does not drive as much, you know, does not, you know... We're talking about less activity. And inherently that is, I think a risk to growth. But especially risk to growth in Europe where the starting point for growth is already pretty weak.Martijn Rats: Yes. So, we are watching as much, how the Ukrainian drone attacks on Russian refiners are playing out as we are watching, sort of, the Strait of Hormuz.Andrew Sheets: Martijn, the last thing I wanted to talk to you about is, you know, we've been talking about the Iran conflict since late February. And, you know, we're sitting here in late July. And it's clear that, you know, there was a small normalization in flows as you talked about. But we're back to a place where those flows are nowhere near normal.And I think the question on everybody's mind is how much longer can this go on before there's a much larger shock to energy prices?Now, again, you've mentioned we're already seeing some of that shock to diesel, but, you know, a much bigger disruption. What's your current thinking on how much runway the energy system still has?Martijn Rats: Yeah. It's an excellent question, and it's turned out to be fiendishly hard to answer. My gut feel based on how the data is behaving, based on what we know from history: If this lasts another, sort of, month or two, three, then it's hard to argue that by then the buffers in the system will not have been completely exhausted.The reason why I think oil analysts have lost a degree of confidence in forecasting this accurately is that there's a lot of unexplained oil that does require some explanation. If you look at the cumulative amount of supply loss from the Middle East since the start of this conflict, easily over 1.5 billion barrels. 1.5 billion barrels in 150 days is an enormous amount.And yet, the inventory draws that we can find in observable data, they are at best a third of that, maybe 0.5 billion barrels. And so, there's another billion barrels where you say, "Yeah, we had that last year, but we don't have this this year.”How did we solve that billion-barrel problem? And you can say, "Well, we were a bit oversupplied going into it," and a few other things. But you, sort of, have to conclude, and I think this is also, you know, talking to clients and investors, other market participants. I think this is sort of collectively we're discovering this is that this system of, like, unobservable inventories has to be way bigger.That is either inventories like in the supply chain, inventories at customers end, or in countries where we generally just have very little data anyway, like in China. And so, the system has been behaving as if already in [20]24 and [20]25 actually, we were putting a lot of oil into these, in storages that are hard to observe – because in that period we had the opposite problem.We were forecasting large inventory builds, and we couldn't find them all. And now we're forecasting large draws, and we haven't been able to find them all. And so, the system has been behaving as this; the unobservable part of the inventories are way larger.And… But at some point, they also run out. But because they're hard to observe, we don't know when. And I would guess if we're getting towards the end of the summer by August-September, and we're still in this situation? Yeah, then we're going into the winter. Like, you know, German households objectively have little storage of heating oil.Andrew Sheets: Mm-hmm.Martijn Rats: And they need to be rebuilt. And there are a few examples where we do know what customers are doing with their inventories, and they point to a picture where, yeah, by the end of the summer, like, we're running on fumes. And so, look, this – we've been able to patch this up. But it can't go on forever.Andrew Sheets: Well, Martijn, always a pleasure to, to catch up with you and talk energy markets.Martijn Rats: Nice to talk to you.Andrew Sheets: And thank you for listening. If you enjoy Thoughts on the Market, please take a moment to rate and review us.And please share with a friend or colleague today.
We explore the expected size of AI-related debt, which vehicles hold it, what could go wrong, and how to protect yourself.Topics covered include:How AI capex boom compares to other large booms and bustsWhat fixed income vehicles hold AI-linked debtWhat mechanisms are being used to transfer AI-debt risk.How circular finance is contributing to the AI infrastructure buildoutWhat could go wrong with the AI infrastructure buildout that could lead to losses on AI-related debtHow to tell what exposure you have to AI debtSponsorsDelete Me – Use code David20 to get 20% offNetSuite Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesAI debt slide deck used for episodeRBC Weighs $2 Billion Risk Transfer to Hedge Data Center-Linked Loans by Esteban Duarte and Paula Sambo—BloombergHyperscalers Tap External Financing as AI Capex Outruns Cash Flow—FactSet InsightWhat History Tells Us About The AI Investment Boom by Larry Swedroe—Financial AdvisorGoldman Sachs Warns on AI's Debt Tsunami — Is This the End of the AI Boom? by Rich Duprey—Yahoo! FinanceProgress and peril by Pablo Hernández de Cos—BISThe Opportunities and Risks AI Presents for the Economy and Financial System by Governor Lisa D. Cook—The Federal ReserveFinancial Stability Report by The Board of Governors of the Federal Reserve System—The Federal ReserveFinancing the AI infrastructure boom: on- and off-balance sheet borrowing by Egemen Eren, Ingomar Krohn and Karamfil Todorov—BISHow AI debt financing impacts duration supply and interest rates by Hugo De Vere, Srini Ramaswamy and Seth Searls—Federal Reserve Bank of DallasUS Life Insurers Held $807 Billion of Hard-to-Sell Credit by Alexandre Rajbhandari—BloombergInsurers are funding AI infrastructure – NAIC wants to know if the ratings hold up by Paul Lucas—Insurance BusinessUS Corporate Bonds Statistics—sifmaSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Big Oil Doubles Its Money While the Heat Kills and the Biggest El Niño is Closing In. Geeky Science. Can Your Phone Legally Wipe Itself? And Why Your Salad is Making America Sick? America Ended the Slave Patrols. Trump Is Bringing Them Back. Also Rachel Bitecofer, Ph.D. Advises if Trump can steal the Midterms.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The uniforms have changed. The technology has evolved. But the mission remains the same: protect power through fear and intimidation…See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A professor faces prison for opposing ICEBig Oil profits double while heat killsMinnesota water hacked. Medicare drug costs jumpRecord El Nino brewsIs wiping your phone illegal?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Republicans stop campaigning and start schemingBeijing arms TehranTrump's tariffs hand China the winKrugman wants a wealth taxRand Paul threatens FauciPutin charges Telegram's founderSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Beau, Nate and Harry discuss Polanskigate, Gary's Economics quitting, and how RAM prices are making Samson homeless.
The League Episode #51 – Show Notes In this episode of The League, Clean energy demand continues to accelerate as utilities, data centers, manufacturers, and large commercial customers seek more power. Solar, storage, transmission, and nuclear all have major opportunities, but the next phase of industry growth will depend less on demand and more on execution. In this episode of The League, we discuss the growing importance of permitting, interconnection, community engagement, tax-credit certainty, domestic manufacturing, and access to capital. We also examine the rising cost of grid upgrades in ISO New England, the renewed interest in nuclear development, and the continued evolution of tax equity and transferable tax-credit markets. The companies that can navigate complexity, manage risk, and move projects from development to operation will be best positioned to win. Host Bio: Benoy Thanjan Benoy Thanjan is the Founder and CEO of Rene Down down down down downu 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. Please provide 5 star reviews If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition. Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.
The Moneywise Radio Show and Podcast Wednesdaay, July 29th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Dr. Richard Gearhart, Professor of Economics at CSU-Bakersfield website: https://www.calstate.edu/csu-system/faculty-staff/outstanding-faculty/Pages/Gearhart,Richard.aspx The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Dr. Richard Gearhart & CSU-Bakersfield are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
Coming to you from Whidbey Island, Washington this is Stories From Women Who Walk with Wednesdays on Whidbey & your host, Diane Wyzga. I'm often asked: “What brought you to Whidbey Island?” It's a standard ice breaker question here. My cheeky response is: A ferry brought me; ferries being a mode of transportation among the Washington islands. Many folks come here, vacation, fall in love, and return to claim their spot. Not me. It wasn't love at first sight. In truth, I washed up on the shores of Whidbey Island. My relationship with this place is more like an arranged marriage than falling-head-over-heels in love. An arranged marriage flips the traditional hook-up, dating, live together, get married sequence. Matchmakers introduce the partners, a wedding occurs, and love and intimacy are expected to develop afterward during marriage. While Hollywood movies often frame relationships around immediate romance, arranged marriages rely on a partnership built on shared foundations where emotional bonds grow over time. It's a pragmatic mindset requiring work and compromise that helps offset early disillusionment when one person's habits rub up against the other's expectations. Unlike the traditional scenario where attraction might peak during a “honeymoon phase” the gradual growth of friendship, love, and meeting milestones together sets up a long-term companionship supported by those strong ties. Just like our marriages, traditional or arranged, the place we live shapes our identities, behaviors, and well-being. Places we live—like the tides— direct our attention, movement, social interactions, personal growth and development. The community molds our sense of culture, belonging, what is normal, expected, possible and accepted. In ways large and small place fundamentally influences our daily routines, opportunities, and personality. After almost a decade in this semi-rural place, with all the highs and lows that come with starting anew in unfamiliar surroundings how have I come to love thee, Whidbey? Let me count the ways. There's the cool Pacific Northwest climate, the landscape of old growth forests, farms and farmer's markets, abundant wildlife (sometimes too abundant in the garden), a slower pace because of narrow, winding 2-lane roads and reduced speed limits, the November to May Rain Festival that turns our attention and activities quietly inward. Ours is a deliberate lifestyle. We don't have malls or the hustle and bustle of city streets, or easy access to stuff one can get over in AmeriKa. Of course, that means we rely on ourselves and each other, especially when the power goes out and the hum of generators fills the night sky. Ours is a deceivingly robust community of varied social fabrics, politics, spirituality, intellects and economics. We support writers, artists, hikers, fisherfolk, entrepreneurs, farmers, poets, seniors, educators, and volunteers. Every meeting and gathering comes with a potluck. Yes, it can take time to find your people in a tight-knit rural place, but it's also a matter of stepping out the door, inviting people to share your front porch, building connections, building trust, learning tolerance for others. By and large people on Whidbey are friendly, welcoming, smart, clever, willing to shed big city ways to make room for patience. Maybe even understanding because we do not see all things the same way. Ours hosts a plethora of outdoor spaces, free public transport, and the most wonderful library system that is the hub of our social connectedness. Sure the prices are higher than most, we do struggle to make ends meet, healthcare service could be better, and ferry schedule might be sketchy at times; but I knew I belonged when people greeted me by name in the grocery store or ACE Hardware or I was invited to begin teaching story courses for adults. Don't get me wrong. Whidbey Island is not unlike your community. It's not all rainbows and rhubarb pie here. We have our share of folks who behave like dumbshits. But for every person who behaves like a dumbshit there's a dozen who are truly kind and decent. That's the bit to remember because despite the ups and downs a time must come when you agree with yourself to set aside feelings of uncertainty, venture out, expand your horizons, engage with your new found community. As an introvert's introvert the idea of making a coffee date was not in my toolkit; but once I did step out it became easier and I learned that others were just waiting to be invited. This place called Whidbey Island is the place I live; even more important are the people I'm still coming to know who are shaping who I am. “But now that I am in love with a place that doesn't care how I look and if I am happy, happy is how I look and that's all.” *** Question: What is it about the place you live that has charmed and shaped you? *** Weathering ~ by Fleur Adcock "My face catches the wind from the snow line and flushes with a flush that will never wholly settle. Well, that was a metropolitan vanity, wanting to look young forever, to pass. I was never a pre-Raphaelite beauty and only pretty enough to be seen with a man who wanted to be seen with a passable woman. But now that I am in love with a place that doesn't care how I look and if I am happy, happy is how I look and that's all. My hair will grow grey in any case, my nails chip and flake, my waist thicken, and the years work all their usual changes. If my face is to be weather beaten as well, it's little enough lost for a year among the lakes and vales where simply to look out my window at the high pass makes me indifferent to mirrors and to what my soul may wear over its new complexion." You're invited: “Come for the stories - stay for the magic!” Speaking of magic, subscribe & spread this episode with a generous 5-star review & comment—it helps us all—& join us next time! AND! Stop by my Quarter Moon Story Arts website during reconstruction, email me [info@quartermoonstoryarts.net] to arrange a no-obligation Discovery Call, and stay current with me as Quarter Moon Story Arts on Substack. Stories From Women Who Walk Production Team Podcaster: Diane F Wyzga & Quarter Moon Story Arts Music: Mer's Waltz from Crossing the Waters by Steve Schuch & Night Heron Music ALL content and image © 2019 to Present Quarter Moon Story Arts. All rights reserved. Enjoy my work? Share & attribute it to Diane Wyzga of Stories From Women Who Walk podcast with a link back to the original source.
Dave Smith brings you the latest in politics! On this episode of Part Of The Problem, Dave and Robbie "the Fire" Bernstein discuss the war with Iran slowing down apparently due to low stores of missiles, the recently revealed Anthony Fauci diaries which prove that he was lying to the public during the pandemic, and more.Support Our Sponsors:Ultra - Don't sleep on Ultra Pouches. New customers get 15% Off with code PROBLEM at https://takeultra.com!Prolon - https://prolonlife.com/potpHexclad - Find your forever cookware @hexclad and get10% off at https://hexclad.com/PROBLEM! #hexcladpartnerPart 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#libertarian See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen unpack what is likely to influence this week's interest rate decision by the Fed.Read more insights from Morgan Stanley.----- Transcript -----Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy. Michael Gapen: And I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist. Matthew Hornbach: Today, will the Fed hold or hike? It's the question in the market right now. It's Tuesday, July 28th at 9:30am in New York. Will the Fed display patience, or has it run out of patience? That's the question hanging over the July FOMC meeting currently underway. We believe the former. We expect the Fed to keep the target range for the federal funds rate unchanged at 3.5 to 3.75 percent. The statement will probably also remain unchanged, reiterating the ample reserve policy, economic activity expanding at a solid pace despite elevated uncertainty. So, Mike, what's your assessment of the situation beyond that? Michael Gapen: Our assessment of the July FOMC meeting is actually the case for hikes is not as persuasive now as it was in June. And I think when we say that and when we come to the decision the Fed will stay on hold this week, we're basing it mainly on the data that has come in since the June FOMC meeting. And two important pieces on that front are employment growth moderated. So, in the June meeting, the three-month average payroll gain was running at about 188,000 per month. And I think it gave the sense that the labor market was really accelerating and there was downside risk to the unemployment rate. The subsequent employment data changed that view. Now it looks like there is much less of an acceleration in hiring and momentum has slowed. So, the labor market doesn't look quite as robust. Second, there was a lot of information, we think, a lot of signal about disinflation. So yes, recent volatility in the Middle East did push oil prices temporarily higher. We'll see where that goes. But underneath the hood, there was significant softness in goods inflation and services inflation, particularly related to housing. So, we do think that there was a lot of evidence that disinflation is here. So, with those two things in mind, we think there's less of a case to hike in July than there was in June. So, we think the right thing... Or what we think the Fed will do is to skip July, try and buy a little more time, get a little more information. If disinflation is indeed here, the Fed stays on hold. If not, and inflation stays firm, well, they can move to rate hikes later this year. But we think the case to hike in July is less compelling than it was in June. Matthew Hornbach: Well, they certainly will get a lot more information between the July meeting and the September meeting. If memory serves, at least two more rounds of all of the major economic data points… Michael Gapen: That's right. Matthew Hornbach: Payroll, CPI, and so on. Michael Gapen: That's right. The gap between the July FOMC meeting and the September FOMC meeting is the longest on the Fed's calendar. Of course, in part, that makes room for Jackson Hole in August, which if the Fed were moving to a tightening cycle, could be a venue to lay out the case for that. But you're right, they will see multiple employment and inflation reports before they meet again in September. Matthew Hornbach: If they really wanted to get ahead of that data and move at this meeting, what is the case for hiking rates in July? How would you think about that perspective? Michael Gapen: I think you could make a couple of cases to hike now. One is recent volatility and conflict in the Middle East has pushed oil prices higher. Maybe it convinces you – you're in a prolonged oil risk premium scenario, and inflation will not dissipate. Second, I think you could argue, well, it's a balance of risks argument. And we think risks have just shifted in the direction of inflation, where last year they were in the direction of a weaker labor market. We eased last year. Let's just reverse those risk management rate cuts this year. So, it's not about inflation in hand, it's about your view of risks around inflation. Another, I think, and to me, this is the most important one, is maybe Warsh wants a regime change in the reaction function. In other words, he emphasizes price stability and achieving the 2 percent target. Well, at some point, words are words and actions are actions. And maybe what he desires is a more hawkish reaction function and kind of a higher interest rate all else equal to guide inflation down to 2 percent more quickly. So, I think, Matt, if we're wrong this week, I think the main reason we're wrong is I'm thinking under an older reaction function, and Warsh is bringing a new one. And right now, we don't exactly know what his reaction function is. And he could reveal it this week as being in a direction where he really wants to concentrate on the inflation side of the mandate to the exclusion of nearly everything else. Matthew Hornbach: Well, I don't think that's lost on markets at all. And in fact, I think that the rise in yields we've seen in the bond market concentrated in the real yield component of the 10-year Treasury bond tells you a lot about how investors are thinking the Fed will react to higher energy prices. As energy prices have gone up, so have bond yields. The relationship between those two asset prices are very strong. And usually what that suggests is if the real yield is going up more than the break-even inflation rate is going up as energy prices rise, it's telling you that investors think the Fed will not look through the rise in energy prices. If you have the opposite happen, where your break-even inflation rate is going higher, more so than the real interest rate is going higher, that would suggest investors think the Fed will look through the energy price increase. That just hasn't been the case, and so I think investors are very much attuned to what they think is the right reaction function for the Fed. But I guess we'll see. Only time will tell. And I think in order to help us tell what the right reaction function is – we'll need some communication from the Fed. And maybe that's where I want to go next with you – is on communication. It does seem like there have been fewer FOMC participants speaking to the public since Chairman Warsh began his tenure as chairman. Is that your impression? How do you think about communication? And since we are in the midst of this FOMC meeting, the press conference… What do you think about press conferences going forward? Michael Gapen: I do think you're right. I haven't counted up the literal official FOMC communications. I do think there have likely been fewer speeches and/or interviews given recently. And whether or not that's a function of Kevin Warsh as the chairman or it's summer and things move a little slower, I don't know. I will say, though, that when participants have spoken, I think we're getting the same, say, normal communication that they brought in the past. So far, I don't read participants as unwilling to provide their view about the outlook for the economy and for monetary policy. On the press conference, boy, would that be a change. I've been of the view that you probably will not get what I'll call a major change to the SEPs or the press conferences in terms of their frequency until the task force on communications has run its course, where I think the deadline is ultimately later this year. So, I don't think the schedule of press conferences will change until 2027, if it changes at all. But if we don't have them… The way that I would look at that, Matt, is to say, if the Fed's speaking less, there will be a vacuum out there to some degree. So, if the Fed's giving its view on the outlook and monetary policy less frequently, something else will fill that narrative, whether it's markets or the private sector or whatever it is. Vacuums are going to get filled. The Fed's speaking less, somebody else will speak more. Maybe that drives volatility more. I guess it would depend on the situation, but I think pulling press conferences would be a major surprise. I don't think it's in market expectations, and my belief is it would probably lead to some increase in volatility over time.How would you read it? Matthew Hornbach: Absolutely. I think the void has already begun to be filled by investors and how they think about the Fed's reaction function, rightly or wrongly. Which is why I think we've seen real yields move in a very positively correlated way with energy prices. Investors are intuiting a certain reaction function to higher energy prices. Whether or not that is the correct view, only time will tell. If we do have a press conference at this upcoming meeting, which looks very likely, investors are going to pay attention to every nuance and every shift in the chairman's tone. How he chooses to address certain questions versus others—or whether he chooses to address them at all—will be important for market participants and how they invest in the bond and currency markets. With that, Mike, thanks again for taking the time to talk. I look forward to catching up with you again in late August around the Jackson Hole symposium. Michael Gapen: Great speaking with you, Matt. Thanks for having me on. Matthew Hornbach: 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.
How Trump Turns Bigotry Into Official Government Policy and What Did The Fourteenth Amendment Promise America? America is a nation of immigrants, and we have been strengthened in every generation by the diversity of talent and humanity that have come here to participate in the American dream. We need comprehensive immigration reform to clean up our system, not a brutal regime that's literally killing people while it tears our nation apart. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Dan unpicks why the wealth taxes proposed by Gary's Economics will fail.
For part of its history, Nassau was a notorious hotbed of pirate activity. And it was home to a maritime criminal network known as the Flying Gang. Research: "Bahamas, the." The Columbia Electronic Encyclopedia™, The Columbia UP, 2025. Gale OneFile: High School Edition, link.gale.com/apps/doc/A69385873/GPS?u=mlin_n_melpub&sid=bookmark-GPS&xid=7f7affa4. Accessed 8 July 2026. Ahrens, Wolfgang P. “Naming the Bahamas Islands: History and Folk Etymology.” Names and Their Environment. Proceedings of the 25th International Congress of Onomastic Sciences, Glasgow, 25-29. August 2014. Vol. 1. Keynote Lectures. Toponomastics I. Carole Hough and Daria Izdebska (eds). First published 2016 by University of Glasgow under Creative Commons license. https://www.gla.ac.uk/media/Media_576595_smxx.pdf Butler, Lindley S. “North Carolina 1718: The Year of the Pirates.” The North Carolina Historical Review, Vol. 95, No. 2 (APRIL 2018). Via JSTOR. https://www.jstor.org/stable/45184933 Cartwright, Mark. "Benjamin Hornigold." World History Encyclopedia, 09 Sep 2021, https://www.worldhistory.org/Benjamin_Hornigold/. Craton, Michael. “A History of the Bahamas.” London. Collins. 1962. Enthoven, Victor. “‘That Abominable Nest of Pirates’: St. Eustatius and the North Americans, 1680—1780. Early American Studies , Spring 2012, Vol. 10, No. 2. Via JSTOR. https://www.jstor.org/stable/23547669 Fox, E.T. “Jacobitism and the ‘Golden Age’ of Piracy, 1715-1725.” International Journal of Maritime History, XXII, No. 2 (December 2010), 277-303. Hahn, Steven C. “The Atlantic Odyssey of Richard Tookerman.” Early American Studies, Summer 2017, Vol. 15, No. 3 (Summer 2017). Via JSTOR. https://www.jstor.org/stable/10.2307/90011103 Keegan, William F. “The Native Peoples of Turks and Caicos.” Florida Museum. https://www.floridamuseum.ufl.edu/caribarch/education/tc-peoples/ Kinsella, Pat. “The real pirates of the Caribbean: your guide to Nassau's pirate republic.” History Extra. 1/20/2022. https://www.historyextra.com/period/stuart/nassau-pirate-republic-flying-gang-real-pirates-caribbean/ Lane, Kris. “Pirate Networks in the Caribbean.” From Empires of the Sea: Maritime Power Networks in World History. Brill. 2020. Via JSTOR. https://www.jstor.org/stable/10.1163/j.ctv2gjx041.18 Leeson, Peter T. “An‐arrgh‐chy: The Law and Economics of Pirate Organization.” Journal of Political Economy , Vol. 115, No. 6 (December 2007). Via JSTOR. https://www.jstor.org/stable/10.1086/526403 Moore, David D. “Captain Edward Thatch: A Brief Analysis of the Primary Source Documents Concerning the Notorious Blackbeard.” The North Carolina Historical Review, Vol. 95, No. 2 (APRIL 2018). Via JSTOR. https://www.jstor.org/stable/45184934 Queen Anne’s Revenge Project. “Did You Know Blackbeard’s Mentor Was a Pirate Hunter?” 3/8/2018. https://www.qaronline.org/blog/2018-03-08/did-you-know-blackbeards-mentor-was-pirate-hunter Rediker, Marcus. “‘Under the Banner of King Death’: The Social World of Anglo-American Pirates, 1716.” The William and Mary Quarterly , Apr., 1981. https://www.jstor.org/stable/1918775 Saunders, Gail. "Rogers, Woodes (c. 1679–1732), privateer and colonial governor." Oxford Dictionary of National Biography. January 03, 2008. Oxford University Press. Date of access 9 Jul. 2026, https://www.oxforddnb.com/view/10.1093/ref:odnb/9780198614128.001.0001/odnb-9780198614128-e-24006 Sheposh, Richard. “Republic of Pirates.” EBSCO. 2023. https://www.ebsco.com/research-starters/history/republic-pirates Wilson, David. “The 1715 Plate Fleet and the Rise of the Pirates.” History Today. 6/30/2015. https://www.historytoday.com/1715-plate-fleet-and-rise-pirates Woodard, Colin. “The republic of pirates : being the true and surprising story of the Caribbean pirates and the man who brought them down.” New York, NY : Mariner Books. 2007. See omnystudio.com/listener for privacy information.
What is wilderness when seven billion people share the planet and nowhere remains truly untouched? Author and journalist Cal Flyn discusses her book The Savage Landscape with EconTalk host Russ Roberts, weaving together journeys to some of Earth's most remote places, including a live volcanic eruption in Iceland she hiked toward despite the danger. Flyn rejects the myth of pristine, unpeopled wilderness, revealing that the wildest-looking landscapes have been shaped by humans for centuries. She explores spiritual quests at Mount Sinai, the return of predators to Europe, the uncomfortable economics of trophy hunting, and why we secretly crave discomfort in an age of endless comfort.
Episode 2832 - Vinnie Tortorich and Anna Vocino discuss the price of eggs, the economics of groceries, and trends from the Food Show. https://vinnietortorich.com/2026/07/economics-of-groceries-episode-2832 PLEASE SUPPORT OUR SPONSORS Pure Vitamin Club Pure Coffee Club NSNG® Foods VILLA CAPPELLI EAT HAPPY KITCHEN YOU CAN WATCH THIS EPISODE ON YOUTUBE - @FitnessConfidential Podcast Vinnie's workout videos are available to purchase! Choose from a 2-day, 4-day, or 6-day workout–or buy all three at a discount! TO PURCHASE VINNIE'S WORKOUT VIDEOS, CLICK THIS LINK: https://vinnietortorich.com/workout The Economics of Groceries Vinnie has been battling a virus, but don't worry—he's winning. (2:00) Grocery store pricing appears to be an "egg collusion" going on behind the scenes. (4:30) The quality of eggs matters, in the long run; however, do what you can. (11:00) Anna reads a portion of the Wall Street Journal article describing it. (8:00) Anna and Eat Happy Kitchen are working to keep her products reasonably priced. (22:00) Trends from the Food Show. (30:00) "Functional" beats "conventional." There is a certain "premiumization" of products happening, like bone broth; Anna gives other examples. Adaptogens (like various mushrooms) have been getting a big push, too. (36:00) Seed oils have become a bipartisan political issue. (39:00) Non-UPF labels are coming as a new certification. (46:00) Red Vines is an example of ingredients that do not match the claims on the nutrition panel. How labels are designed makes a difference, too. The lie is next to the truth. Don't be fooled by all the "protein" additives. It's all a lie. (55:00) Check out the Aletha Hip HookTM that Vinnie uses to reduce pain and increase mobility: You can purchase your own through Vinnie's website here: https://vinnietortorich.com/hook Anna's products are now linked to PureVitamin Club's website. Look under the "Food and Snacks" section to purchase them there, too. https://purevitaminclub.com/collections/food-and-snacks Vinnie hopes to add other products as well, all of which will be health-related. The NSNG® VIP GROUP IS NOW CLOSED AGAIN AS OF SUNDAY, MARCH 15TH Anna's next cookbook, Eat Happy Cocktail Hour, is filled with cocktails, mocktails, and appetizers and is available for pre-order right now. If you pre-order, you'll get bonus goodies! You can preorder from a wide variety of booksellers at https://eathappycocktailhour.com/ Please save your receipt from wherever you preorder; you'll need it for your bonuses! Physical Release Date is October 2026 You can book a consultation with Vinnie to get guidance on your goals. https://vinnietortorich.com/phone-consultation-2/ More News Serena has added some of her clothing suggestions and beauty product suggestions to Vinnie's Amazon Recommended Products link. Self Care, Beauty, and Grooming Products that Actually Work! https://www.amazon.com/shop/vinnietortorich/list/3GPVU29UHHPMY?ref_=aipsflist Don't forget to check out Serena Scott Thomas on Days of Our Lives on Peacock. "Dirty Keto" is available on Amazon! You can purchase or rent it here.https://amzn.to/4d9agj1 Please make sure to watch, rate, and review it! Eat Happy Italian, Anna's second cookbook, is available! You can go to https://eathappyitalian.com You can order it from Vinnie's Book Club. https://amzn.to/3ucIXm Anna's recipes are in her cookbooks, on her website, and on Substack —they will spice up your day! https://annavocino.substack.com/ PURCHASE DIRTY KETO (2024) The documentary launched in August 2024! Order it TODAY! This is Vinnie's fourth documentary in just over five years. Visit my new Documentaries HQ to find my films everywhere: https://vinnietortorich.com/documentaries Then, please share my fact-based, health-focused documentary series with your friends and family. Additionally, the more views it receives, the better it ranks, so please watch it again with a new friend! REVIEWS: Please submit your REVIEW after you watch my films. Your positive REVIEW does matter! PURCHASE BEYOND IMPOSSIBLE (2022) Visit my new Documentaries HQ to find my films everywhere: https://vinnietortorich.com/documentaries FAT: A DOCUMENTARY 2 (2021) Visit my new Documentaries HQ to find my films everywhere: https://vinnietortorich.com/documentaries FAT: A DOCUMENTARY (2019) Visit my new Documentaries HQ to find my films everywhere: https://vinnietortorich.com/documentaries