Podcasts about European

After pressure from Washington, President Zelensky has said he will seek to change Ukrainian law so an election could take place within three months. He said this could only happen if the US and Europe guarantee security. Also: Russia's Vladimir Putin hosts "Heroes of the Fatherland Day"; Donald Trump lashes out at European allies; controversy over the UN's environment report; fighting between the Congolese army and M23 rebels continues in the DRC; the zoologist, Ian Douglas-Hamilton, dies; and a milestone moment for the Turner Prize. The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk

European Leaders Scramble to Support Ukraine Amidst Domestic Crises: Colleague Gregory Copley discusses the meeting between UK, French, and German leaders with Zelenskyy, noting they are using the Ukraine war to distract from domestic political failures, tracing Europe's defense dependency to U.S. post-WWII policies and suggesting Zelenskyy is leveraging European fears against Washington to secure his future. 1941

SHOW 12-9-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1918 THE SHOW BEGINS IN THE DOUBTS ABOUT THE FED CUT AND THE MARKETS. FIRST HOUR 9-915 Wall Street Bets on Rate Cuts Despite Mixed Economic Signals: Colleague Elizabeth Peek discusses the near certainty of a Federal Reserve rate cut, noting Wall Street's optimism despite steady inflation and mixed employment signals, highlighting strong holiday spending and arguing that fears regarding tariffs were overblown, while emphasizing that AI investment is reshaping, rather than reducing, corporate hiring. 915-930 Concerns Over New York City Mayor-Elect Mamdani's Appointments: Colleague Elizabeth Peek criticizes Mayor-elect Mamdani's controversial appointments, including an ex-convict as a criminal justice adviser and anti-car activists for transportation roles, arguing these ideological choices neglect the pragmatic needs of citizens concerned with safety and education, predicting administrative failure for the new administration. 930-945 Rising Tensions: Hezbollah's Rearmament and Hamas's Defiance: Colleague Jonathan Schanzer warns that Hezbollah has rebuilt its strength in Lebanon using Iranian weapons, prompting Israeli threats of a full-scale attack, noting that Hamas refuses to disarm in Gaza, supported by Turkey and Qatar, while the U.S. moves to designate Muslim Brotherhood branches as terrorist organizations. 945-1000 Syria's Fragmentation and the Regional Arms Race: Colleague Jonathan Schanzer describes Syria as a chaotic mix of armed factions, including Al-Qaeda-led pragmatists and Iranian proxies, held together only by regime brutality, mentioning potential U.S. plans for a base to deter bad actors and highlighting rapid military expansions by Turkey and Egypt amid regional instability. SECOND HOUR 10-1015 The Trump Corollary: Reasserting Influence in the Western Hemisphere: Colleague Mary Kissel analyzes the new National Security Strategy, praising its focus on the Western Hemisphere to counter Russian and Chinese influence in Venezuela and Cuba, warning against accepting separate global spheres of influence and emphasizing that the U.S. faces a coordinated threat from China, Russia, and Iran globally. 1015-1030 Europe's Defense Dilemma and Demographic Decline: Colleague Mary Kissel attributes Europe's inability to fund Ukraine's defense to decades of relying on U.S. protection while prioritizing generous welfare states, citing "scary statistics" regarding France's aging population and pension burdens, arguing that Europe must pursue economic growth rather than government handouts to survive security challenges. 1030-1045 Europe's Economic Stagnation and the Innovation Gap: Colleague Joseph Sternberg discusses Europe's economic decline relative to the U.S., driven by high energy costs and excessive regulation, noting a growing debate in Brussels about deregulation but arguing Europe lacks a unified vision to encourage the entrepreneurship and healthcare innovation seen in the American system. 1045-1100 Angela Rayner's Return and Labour's Economic Struggles: Colleague Joseph Sternberg analyzes the political return of Angela Rayner and her push for a "workers rights bill" despite Prime Minister Starmer's plummeting popularity, arguing this move highlights internal Labour Party conflict and risks imposing policies detrimental to an economy already struggling with inflation and stagnation.THIRD HOUR 1100-1115 Paul Manafort and the Origins of Modern Foreign Lobbying: Colleague Ken Vogel chronicles how Paul Manafort revolutionized the lobbying industry by merging political consulting with foreign representation, creating a model later adopted by Tony Podesta and others, explaining how the fall of Ukraine's Yanukovych and subsequent investigations exposed the industry's widespread failure to comply with FARA regulations. 1115-1130 Robert Stryk's Risky Lobbying Missions in Somalia and Venezuela: Colleague Ken Vogel details lobbyist Robert Stryk's dangerous mission to Mogadishu to secure U.S. aid for Somalia's President Farmajo during the Trump administration, also describing Stryk's controversial efforts to represent Venezuelan dictator Nicolas Maduro, illustrating the lucrative and often perilous nature of foreign influence peddling in unstable regions. 1130-1145 The Revolving Door: Democratic Insiders and Foreign Influence: Colleague Ken Vogel explains how Democratic operatives like Anita Dunn and Antony Blinken leveraged government experience for lucrative consulting roles at firms like SKDK and WestExec, also discussing Hunter Biden's pardon regarding Chinese business dealings and Robert Stryk's representation of sanctioned Russian defense executives. 1145-1200 The Decline of FARA Enforcement and Politicized Justice: Colleague Ken Vogel argues that enforcement of the Foreign Agents Registration Act is weakening, citing Rudy Giuliani's work for sanctioned Balkan leaders and Attorney General Pam Bondi's potential decriminalization of FARA, suggesting the U.S. is returning to a "Wild West" era of unregulated foreign influence where laws are flouted. FOURTH HOUR 12-1215 Reviving the Monroe Doctrine via the Trump Corollary: Colleague Gregory Copley analyzes the Trump administration's National Security Strategy, which reasserts the Monroe Doctrine to counter Chinese and Russian influence in the Western Hemisphere, arguing that "gunboat diplomacy" off Venezuela effectively restores U.S. sovereignty, signaling a shift toward self-reliance and away from traditional alliances like NATO. 1215-1230 European Leaders Scramble to Support Ukraine Amidst Domestic Crises: Colleague Gregory Copley discusses the meeting between UK, French, and German leaders with Zelenskyy, noting they are using the Ukraine war to distract from domestic political failures, tracing Europe's defense dependency to U.S. post-WWII policies and suggesting Zelenskyy is leveraging European fears against Washington to secure his future. 1230-1245 The Strategic Implosion of China and Global Realignments: Colleague Gregory Copley asserts that the People's Republic of China has strategically collapsed due to economic failure and demographic decline, claiming Xi Jinping is no longer effectively in power, noting that Russia is distancing itself from Beijing and Western leaders like Albanese are pivoting back toward Washington. 1245-100 AM King Charles, Environmental Realism, and UK Political Instability: Colleague Gregory Copley observes that King Charles avoids political climate statements despite Bill Gates' recent realism regarding environmental alarmism, discussing political instability in the UK and suggesting Prime Minister Starmer faces challenges from the left that could force new elections, potentially benefiting reformists like Nigel Farage.

Historian Leigh Straw describes one pivotal summer in the life of the Kennedy family. With most of the family in their Cape Cod summer home, the summer of 1944 was marked by personal grief and political legacy. As eldest son Joe Jr flew dangerous missions in the Second World War's European theatre, and Kathleen 'Kick' Kennedy scandalised her parents with an aristocratic English match, the family gathered under the looming shadow of tragedy. Talking to Elinor Evans, Straw explores how this fateful summer reshaped the ambitions of younger brother Jack and steered the family's destiny towards the White House. (Ad) Leigh Straw is the author of The Kennedys at Cape Cod, 1944: The Summer That Changed Everything (Bloomsbury, 2025). Buy it now from Amazon: https://www.amazon.co.uk/Kennedys-Cape-Cod-1944-Everything/dp/1350512583/?tag=bbchistory045-21&ascsubtag=historyextra-social-histboty. The HistoryExtra podcast is produced by the team behind BBC History Magazine. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On this week's episode, Gabfest old friends Steve, Julia, and June Thomas convene on two showbiz works of midlife retrospection and regret: the new film Jay Kelly and Stephen Sondheim's Merrily We Roll Along. The former, directed by Noah Baumbach, stars George Clooney as the titular movie star looking back on his life while on a European train picaresque. The latter was a legendary flop for Sondheim, had a triumphant Broadway revival starring Jonathan Groff, Daniel Radcliffe, and Lindsay Mendez, and now has arrived at movie theaters. In our third segment, the panel turns to another showbiz saga full of bitter regret: the fight to acquire Warner Brothers Discovery. Joined by writer and Hollywood watcher Mark Harris, they untangle the fight between Netflix and Paramount to outbid each other for the legacy film studio—and what it all has to do with Trump and the future of movie-going itself.  In an exclusive bonus episode for Slate Plus subscribers, it's back to join the Joined in our recap discussion of Pluribus episode 7 “The Gap.”  Act now, there's still time to leave us a voicemail with your burning cultural queries for our annual call-in show by calling us at 347-201-2397. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ukraine's president, Volodymyr Zelensky, said he would present a “refined” peace plan to America “in the near future” following a summit with European leaders in London and a visit to Italy. Hosted on Acast. See acast.com/privacy for more information.

On this week's episode, Gabfest old friends Steve, Julia, and June Thomas convene on two showbiz works of midlife retrospection and regret: the new film Jay Kelly and Stephen Sondheim's Merrily We Roll Along. The former, directed by Noah Baumbach, stars George Clooney as the titular movie star looking back on his life while on a European train picaresque. The latter was a legendary flop for Sondheim, had a triumphant Broadway revival starring Jonathan Groff, Daniel Radcliffe, and Lindsay Mendez, and now has arrived at movie theaters. In our third segment, the panel turns to another showbiz saga full of bitter regret: the fight to acquire Warner Brothers Discovery. Joined by writer and Hollywood watcher Mark Harris, they untangle the fight between Netflix and Paramount to outbid each other for the legacy film studio—and what it all has to do with Trump and the future of movie-going itself.  In an exclusive bonus episode for Slate Plus subscribers, it's back to join the Joined in our recap discussion of Pluribus episode 7 “The Gap.”  Act now, there's still time to leave us a voicemail with your burning cultural queries for our annual call-in show by calling us at 347-201-2397. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's episode, Gabfest old friends Steve, Julia, and June Thomas convene on two showbiz works of midlife retrospection and regret: the new film Jay Kelly and Stephen Sondheim's Merrily We Roll Along. The former, directed by Noah Baumbach, stars George Clooney as the titular movie star looking back on his life while on a European train picaresque. The latter was a legendary flop for Sondheim, had a triumphant Broadway revival starring Jonathan Groff, Daniel Radcliffe, and Lindsay Mendez, and now has arrived at movie theaters. In our third segment, the panel turns to another showbiz saga full of bitter regret: the fight to acquire Warner Brothers Discovery. Joined by writer and Hollywood watcher Mark Harris, they untangle the fight between Netflix and Paramount to outbid each other for the legacy film studio—and what it all has to do with Trump and the future of movie-going itself.  In an exclusive bonus episode for Slate Plus subscribers, it's back to join the Joined in our recap discussion of Pluribus episode 7 “The Gap.”  Act now, there's still time to leave us a voicemail with your burning cultural queries for our annual call-in show by calling us at 347-201-2397. Learn more about your ad choices. Visit megaphone.fm/adchoices

PREVIEW — Joseph Sternberg — Contrasting U.S. Healthcare Innovation with European Availability Issues. Sternberg argues that while the American healthcare system suffers from significant financing inefficiencies and administrative complexity, the overall quality and availability of care remain "phenomenal" compared to Europeanhealthcare systems characterized by chronic access limitations and supply constraints. Sternberg documents that Europeconfronts a profound availability problem wherein healthcare resources are insufficient to meet aggregate patient demand, necessitating systematic rationing through extended wait times and treatment delays. Sternberg argues that Europeanpolicymakers must fundamentally reconsider resource allocation strategies to encourage innovation essential for generating superior economic and health outcomes supporting aging populations facing escalating chronic disease burdens. 1863 CHANCELORSVILLE HOSPITAL 

Monday on the News Hour, the Supreme Court hears arguments on a major test of the president's power over independent agencies, European leaders rally around Ukraine after the U.S. appears to shift its national security strategy to favor Russia and researchers find some of the highest rates of mental decline in Native Americans. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Day 1,384.Today, as President Zelensky appears to reject Donald Trump's proposal for Ukraine to cede territory to Moscow, we examine the new European plan set to be presented to the US later. We also report on how Ukrainian troops are still holding out in the frontline city of Pokrovsk, before turning to developments inside Russia: Putin's new law requiring 100,000 military reservists to undergo two months of training, growing protests over tax rises, and the outcomes of his visit to India, where he signed a series of deals with Prime Minister Modi.ContributorsFrancis Dearnley (Executive Editor for Audio). @FrancisDearnley on X.Dom Nicholls (Associate Editor for Defence). @DomNicholls on X.James Kilner (Foreign Correspondent). @jkjourno on X.SIGN UP TO THE ‘UKRAINE: THE LATEST' WEEKLY NEWSLETTER:http://telegraph.co.uk/ukrainenewsletter Each week, Dom Nicholls and Francis Dearnley answer your questions, provide recommended reading, and give exclusive analysis and behind-the-scenes insights – plus maps of the frontlines and diagrams of weapons to complement our daily reporting. It's free for everyone, including non-subscribers.CONTENT REFERENCED:Trump's Ukraine peace deal on brink of collapse (The Telegraph):https://www.telegraph.co.uk/world-news/2025/12/08/ukraine-russia-war-latest-starmer-zelensky-trump-putin/ Zelensky meets Pope ahead of peace talks with Meloni (The Telegraph):https://www.telegraph.co.uk/world-news/2025/12/09/zelensky-appeals-for-european-support-for-new-peace-deal/ Ukrainians raise flag to show BBC the fight goes on in city claimed by Russia (BBC):https://www.bbc.co.uk/news/articles/cd6x3vv7y60o Trump thrashes European leaders in wide-ranging interview: ‘I think they're weak' (POLITICO):https://www.politico.com/news/2025/12/09/trump-dasha-burns-interview-europe-immigration-ukraine-00682016?utm_content=topic/politics&utm_source=flipboard Zelensky reveals candidates for Yermak's replacement as Presidential Office head (Kyiv Independent):https://kyivindependent.com/zelensky-reveals-candidates-for-new-head-of-ukraines-presidents-office/ Trumpian Corruption Is Worse Than Ukrainian Corruption (Anne Applebaum in The Atlantic):https://www.theatlantic.com/international/2025/12/ukraine-fighting-corruption-trump/685162/ Exclusive: US extracted top spy from inside Russia in 2017 (The Telegraph):https://edition.cnn.com/2019/09/09/politics/russia-us-spy-extracted LISTEN TO THIS PODCAST IN NEW LANGUAGES:The Telegraph has launched translated versions of Ukraine: The Latest in Ukrainian and Russian, making its reporting accessible to audiences on both sides of the battle lines and across the wider region, including Central Asia and the Caucasus. Just search Україна: Останні Новини (Ukr) and Украина: Последние Новости (Ru) on your on your preferred podcast app to find them. Listen here: https://linktr.ee/ukrainethelatestSubscribe: telegraph.co.uk/ukrainethelatestEmail: ukrainepod@telegraph.co.uk Hosted on Acast. See acast.com/privacy for more information.

Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the key drivers, risks, and sector shifts shaping European equities in 2026. Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research Product in Europe.Marina Zavolock: And I'm Marina Zavolock, Chief European Equity Strategist.Paul Walsh: And today – our views on what 2026 holds for the European stock market.It's Tuesday, December 9th at 10am in London.As we look ahead to 2026, there's a lot going on in Europe stock markets. From shifting economic wins to new policies coming out of Brussels and Washington, the investment landscape is evolving quite rapidly. Interest rates, profit forecasts, and global market connections are all in play.And Marina, the first question I wanted to ask you really relates to the year 2025. Why don't you synthesize your, kind of, review of the year that we've just had?Marina Zavolock: Yeah, I'll keep it brief so we can focus ahead. But the year 2025, I would say is a year of two halves. So, we began the year with a lot of, kind of, under performance at the end of 2024 after U.S. elections, for Europe and a decline in the euro. The start of 2025 saw really strong performance for Europe, which surprised a lot of investors. And we had kind of catalyst after catalyst, for that upside, which was Germany's ‘whatever it takes' fiscal moment happened early this year, in the first quarter.We had a lot of headlines and kind of anticipation on Russia-Ukraine and discussions, negotiations around peace, which led to various themes emerging within the European equities market as well, which drove upside. And then alongside that, heading into Liberation Day, in the months, kind of, preceding that as investors were worried about tariffs, there was a lot of interest in diversifying out of U.S. equities. And Europe was one of the key beneficiaries of that diversification theme.That was a first half kind of dynamic. And then in the second half, Europe has kept broadly performing, but not as strongly as the U.S. We made the call, in March that European optimism had peaked. And the second half was more, kind of, focused on the execution on Germany's fiscal. And post the big headlines, the pace of execution, which has been a little bit slower than investors were anticipating. And also, Europe just generally has had weak earnings growth. So, we started the year at 8 percent consensus earnings growth for 2025. At this point, we're at -1, for this year.Paul Walsh: So, as you've said there, Marina, it's been a year of two halves. And so that's 2025 in review. But we're here to really talk about the outlook for 2026, and there are kind of three buckets that we're going to dive into. And the first of those is really around this notion of slipstream, and the extent to which Europe can get caught up in the slipstream that the U.S., is going to create – given Mike Wilson's view on the outlook for U.S. equity markets. What's the thesis there?Marina Zavolock: Yeah, and thank you for the title suggestion, by the way, Paul of ‘Slipstream.' so basically our view is that, well, our U.S. equity strategist is very bullish, as I think most know. At this stage he has 15 percent upside to his S&P target to the end of next year; and very, very strong earnings growth in the U.S. And the thesis is that you're getting a broadening in the strength of the U.S. economic recovery.For Europe, what that means is that it's very, very hard for European equities to go down – if the U.S. market is up 15 percent. But our upside is more driven by multiple expansion than it is by earnings growth. Because what we continue to see in Europe and what we anticipate for next year is that consensus is too high for next year. Consensus is anticipating almost 13 percent earnings growth. We're anticipating just below 4 percent earnings growth. So, we do expect downgrades.But at the same time, if the U.S. recovery is broadening, the hopes will be that that will mean that broadening comes to Europe and Europe trades at such a big discount, about 26 percent relative to the U.S. at the moment – sector neutral – that investors will play that anticipation of broadening eventually to Europe through the multiple.Paul Walsh: So, the first point you are making is that the direction of travel in the U.S. really matters for European stock markets. The second bucket I wanted to talk about, and we're in a thematically driven market. So, what are the themes that are going to be really resonating for Europe as we move into 2026?Marina Zavolock: Yeah, so let me pick up on the earnings point that I just made. So, we have 3.6 percent earnings growth for next year. That's our forecast. And consensus – bottom-up consensus – is 12.7 percent. It's a very high bar. Europe typically comes in and sees high numbers at the beginning of the year and then downgrades through the course of the year. And thematically, why do we see these downgrades? And I think it's something that investors probably don't focus on enough. It's structurally rising China competition and also Europe's old economy exposure, especially in regards to the China exposure where demand isn't really picking up.Every year, for the last few years, we've seen this kind of China exposure and China competition piece drive between 60 and 90 percent of European earnings downgrades. And looking at especially the areas of consensus that are too high, which tend to be highly China exposed, that have had negative growth this year, in prior years. And we don't see kind of the trigger for that to mean revert. That is where we expect thematically the most disappointment. So, sectors like chemicals, like autos, those are some of the sectors towards the bottom of our model. Luxury as well. It's a bit more debated these days, but that's still an underweight for us in our model.Then German fiscal, this is a multi-year story. German fiscal, I mentioned that there's a lot of excitement on it in the first half of the year. The focus for next year will be the pace of execution, and we think there's two parts of this story. There's an infrastructure fund, a 500-billion-euro infrastructure fund in Germany where we're seeing, according to our economists, a very likely reallocation to more kind of social-related spend, which is not as great for our companies in the German index or earnings. And execution there hasn't been very fast.And then there's the Defense side of the story where we're a lot more optimistic, where we're seeing execution start to pick up now, where the need is immense. And we're seeing also upgrades from corporates on the back of that kind of execution pickup and the need. And we're very bullish on Defense. We're overweight the issue for taking that defense optimism and projecting out for all of Europe is that defense makes up less than 2 percent of the European index. And we do think that broadens to other sectors, but that will take years to start to impact other sectors.And then, couple other things. We have pockets of AI exposure in the enabler category. So, we're seeing a lot of strength in those pockets. A lot of catch up in some of those pockets right now. Utilities is a great example, which I can talk about. So, we think that will continue.But one thing I'm really watching, and I think a lot of strategists, across regions are watching is AI adoption. And this is the real bull case for me in Europe. If AI adoption, ROI starts to become material enough that it's hard to ignore, which could start, in my opinion, from the second half of next year. Then Europe could be seen as much more of a play on AI adoption because the majority of our index is exposed to adoption. We have a lot of low hanging fruit, in terms of productivity challenges, demographics, you know, the level of returns. And if you track our early adopters, which is something we do, they are showing ROI. So, we think that will broaden up to more of the European index.Paul Walsh: Now, Marina, you mentioned, a number of sectors there, as it relates to the thematic focus. So, it brings us onto our third and final bucket in terms of what your model is suggesting in terms of your sector preferences…Marina Zavolock: Yeah. So, we have, data driven model, just to take a step back for a moment. And our model incorporates; it's quantum-mental. It incorporates themes. It incorporates our view on the cycle, which is in our view, we're late cycle now, which can be very bullish for returns. And it includes quant factors; things like price target, revisions breadth, earnings revisions breadth, management sentiment.We use a Large Language Model to measure for the first time since inception. We have reviewed the performance of our model over the last just under two years. And our top versus bottom stocks in our model have delivered 47 percent in returns, the top versus bottom performance. So now on the basis of the latest refresh of our model, banks are screening by far at the top.And if you look – whether it's at our sector model or you look at our top 50 preferred stocks in Europe, the list is full of Banks. And I didn't mention this in the thematic portion, but one of the themes in Europe outside of Germany is fiscal constraints. And actually, Banks are positively exposed to that because they're exposed to the steepness – positively to the steepness – of the yield curve.And I think investors – specialists are definitely optimistic on the sector, but I think you're getting more and more generalists noticing that Banks is the sector that consistently delivers the highest positive earnings upgrades of any sector in Europe. And is still not expensive at all. It's one of the cheapest sectors in Europe, trading at about nine times PE – also giving high single digit buyback and dividend yield. So that sector we think continues to have momentum.We also like Defense. We recently upgraded Utilities. We think utilities in Europe is at this interesting moment where in the last six months or so, it broke out of a five-year downtrend relative to the European index. It's also, if you look at European Utilities relative to U.S. Utilities – I mentioned those wide valuation discounts. Utilities have broken out of their downtrend in terms of valuation versus their U.S. peers. But still trade at very wide discounts. And this is a sector where it has the highest CapEx of any sector in Europe – highest CapEx growth on the energy transition. The market has been hesitant to kind of benefit the sector for that because of questions around returns, around renewables earlier on. And now that there's just this endless demand for power on the back of powering AI, investors are more willing to benefit the sector for those returns.So, the sector's been a great performer already year to date, but we think there's multiple years to go.Paul Walsh: Marina, a very comprehensive overview on the outlook for European equities for 2026. Thank you very much for taking the time to talk.Marina Zavolock: Thank you, Paul.Paul Walsh: 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.

54 MinutesPG-13Thomas777 is a revisionist historian and a fiction writer.Thomas begins a series on the 30 Years War, which many historians count as the most important European conflict prior to the 20th century.Thomas' SubstackRadio Free Chicago - T777 and J BurdenThomas777 MerchandiseThomas' Buy Me a CoffeeThomas' Book "Steelstorm Pt. 1"Thomas' Book "Steelstorm Pt. 2"Thomas on TwitterThomas' CashApp - $7homas777Pete and Thomas777 'At the Movies'Support Pete on His WebsitePete's PatreonPete's SubstackPete's SubscribestarPete's GUMROADPete's VenmoPete's Buy Me a CoffeePete on FacebookPete on TwitterBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-pete-quinones-show--6071361/support.

The Cato Institute's Katherine Thompson and Josh Shifrinson join Justin Logan to dissect the most contentious passages of the National Security Strategy, including its warnings about European “civilizational erasure,” its revived Monroe Doctrine instincts, and the absence of military escalation language on China. The discussion weighs whether this NSS truly reflects restraint and realism or simply refines old habits under a new rhetorical wrapping. Hosted on Acast. See acast.com/privacy for more information.

In a wide-ranging interview with the Politico news website, President Trump said "decaying" European countries had failed to control migration or take decisive action to end Ukraine's war with Russia, accusing them of letting Kyiv fight "until they drop". We hear from a German parliamentarian and envoy.Also in the programme: A revolutionary gene therapy has successfully treated patients with previously incurable blood cancers; and we look at the life of pioneering zoologist and elephant conservationist Iain Douglas-Hamilton.(Photo: U.S. President Donald Trump attends a roundtable discussion on the day he announced an aid package for farmers, at the White House in Washington, D.C., U.S., December 8, 2025. Credit: REUTERS/Jonathan Ernst)

President Donald Trump has graded his economic performance in a new interview. Trump has also addressed the deadly double-tap strike on an alleged drug trafficking boat in the Caribbean. The Supreme Court is hearing a GOP-led effort to lift campaign spending caps. Trump has some scathing words for the US' European allies. Plus, a country has banned children under 16 from using social media. Learn more about your ad choices. Visit podcastchoices.com/adchoices

#944 | Ed and Dan break down United's 4-1 win at Molineux – a result shaped as much by Wolves' collapse as United's competence. They look at the tactical choices that set the tone, the patterns that still need work, and the individuals who shifted the game. There's detailed discussion of Bruno Fernandes' influence, Matheus Cunha's threat, and the ongoing debate about structures, roles, and whether this squad is being built on solid foundations or short-term patchwork. The conversation also moves into wider themes: confidence, fragility, the value of giving academy players clear pathways, and what this performance means for United's European ambitions. The show closes with thoughts on squad planning and the next steps for Kobbie Mainoo as he navigates an already heavy spotlight. 00:00 Introduction00:30 Wolves 1–4 Manchester United02:48 Goals, breakdowns, and defensive errors08:32 Second-half control and structural tweaks14:19 Formations, selection choices, and the 'platforming' debate21:32 Confidence, mentality, and how the team responds to setbacks30:03 Youth development and academy integration37:26 European competition prospects44:39 Kobbie Mainoo If you are interested in supporting the show and accessing a weekly exclusive bonus episode, check out our ⁠Patreon page⁠ or subscribe on ⁠Apple⁠ Podcasts. Supporter funded episodes are ad-free. NQAT is available on all podcast apps and in video on ⁠YouTube⁠. Hit that subscribe button, leave a rating and write a review on ⁠Apple⁠ or ⁠Spotify⁠. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Wine Talks has been watching this woman. She is making waves in a part of the wine world that one might not consider in daily converstaion: Nigeria.  How does one become a Bordeaux specialist in Nigeria? Where does that inspiration come from?  I have to tell you, having Rita Rosa on Wine Talks was like catching a warm breeze off the Mediterranean—unexpected, lively, and full of stories you want to tuck away for a rainy day with a glass of red. I started our conversation, as I often do, thinking I'd heard most things about the global wine world, but Rita took me right to the heart of Nigeria, weaving its vibrancy into the fabric of Bordeaux's storied cellars. Let's be honest: when you hear "African wine market," most folks in the business still think it's in its infancy, maybe a curiosity for big European houses sniffing after emerging markets. But Rita set me straight right from the jump—Nigerians have been drinking wine for quite a while, thank you very much. She explained that Lagos, with its 30 million people and a nightlife that rivals New York, is a place where wine shops mingle with the energy of a city that never sleeps. What struck me most was Rita's insistence that wine, at its core, is about what makes your heart beat and your mouth feel alive—forget the technical jargon for a moment, and just savor the connection it brings between people. I've always found wine to be the great equalizer at the table, but Rita has this beautiful ritual, telling her guests—ministers, commissioners, presidents—to leave their titles at the door and just be human, united by the "elixir which brings all of us joy." And talk about insight—she moved from banking into wine through a happy twist of fate, marrying into a family that started an actual wine store in Nigeria. She didn't just open the doors; she redefined what a wine shop was in Lagos by bringing Bordeaux's best right to West Africa. Rita didn't mince words about what it felt like to be a black woman in the predominantly male, white-dominated world of wine—walking into tasting rooms in Bordeaux and feeling the eyes on her, questioning her authority and knowledge. And yet, her sense of pride in being Nigerian, in holding space for herself and others like her, was palpable. That same energy she poured into her business, her studies, and later into programs like Bordeaux Mentor Week, aiming to open doors for young hopefuls from emerging wine countries. One of my favorite moments was when she shared her disdain for wine pairing rules. Rita throws caution (and orthodoxy) to the wind—she's out there pairing Bordeaux with Nigerian meats and letting guests explore, taste, and challenge all the old conventions. As someone who's never shied from having strong opinions about pairing, I found her approach utterly refreshing. It reminded me of my own tendency to resist being put in a box, especially by tradition-bound French winemakers. Throughout our conversation, Rita kept tying things back to connection, humanity, and the healing power of wine—how her own store in Lagos became not just a business, but a sanctuary during grief. I resonated with that, having seen the same in my own shop over the years. In a world where the market is consolidating, distributors are cautious, and cell phones threaten genuine interaction, Rita's approach stands as a glowing reminder that the heart of wine is, and always should be, its power to bring people together. So here's to Rita—her infectious energy, her resilience, and her vision for a new, more inclusive wine world. I count myself lucky to have had a front-row seat to her story, and if you ever get a chance to pair Amarone with plantains or taste Bordeaux alongside cassava ravioli, take it. That's the kind of experience that makes Wine Talks more than just a podcast—it's a journey.   Or watch on YouTube: https://youtu.be/CVimDZmf_4g   #WineIndustry #AfricanWine #WomenInWine #WineCulture  

The newly published US ‘National Security Strategy' is being seen by some as further evidence that in the era of Trump western nations are no longer united in the way they view the world. From its scathing narrative of European decline, to an altogether rosier depiction of Russia, the document has turned longstanding US foreign policy on its head. So what can it tell us about Washington's intentions when it comes to ending the war in Ukraine?Also today, Jamie and Vitaly are joined by Mariam Lambert, co-founder of the Emile Foundation, an organisation focussed on reuniting Ukrainian children with their families after being forcibly relocated by Russia. Experts at Yale University estimate there could be as many as 35,000 Ukrainian children being held illegally in Russia and its occupied territories. Russia insists it is protecting vulnerable children by moving them away from active war zones to ensure their safety. Today's episode is presented by Jamie Coomarasamy and Vitaly Shevchenko. The producers were Laurie Kalus and Julia Webster. The technical producer was Mike Regaard. The executive producer was Chris Gray. The series producer is Chris Flynn. The senior news editor is Sam Bonham. Email Ukrainecast@bbc.co.uk with your questions and comments. You can also send us a message or voice note via WhatsApp, Signal or Telegram to +44 330 1239480You can join the Ukrainecast discussion on Newscast's Discord server here: tinyurl.com/ukrainecastdiscord

pointblank: Use code WILLCLARKE20 to gain 20% off pointblank LA or Online courses (excluding only degree programmes), or follow the link https://bit.ly/willclarkepbSign up for the latest podcast info - https://laylo.com/willclarke/uqFWnJKaPodcast Overview: In this conversation, Zerb breaks down how Mwaki going viral completely changed his life after years of struggling and releasing music that wasn't connecting. He explains how he started producing 13 years ago, growing up in Brazil, learning everything on his own, and slowly building his sound. He talks about the moment Mwaki hit the global viral charts and how that led to working with big artists like The Chainsmokers, Coldplay, Victor Ray, Wiz, and Ty Dolla $ign. Zerb also shares how he manages touring, routines, and mental health while creating music and content nonstop. The episode closes with his advice about putting your heart into your work and staying patient because success can take years.Who is Zerb: Zerb, a São Paulo born producer, is known for pushing the boundaries of electronic music with a self taught style rooted in authenticity. His EP SURRENDER reflects 10 years of work and showcases the sound that has carried him onto the global stage. His breakout single Mwaki went viral, hitting #1 on Spotify's Global Viral Chart, going platinum in Italy, and becoming one of the most Shazamed records in the world, leading to a major European tour with stops like Tomorrowland and Ushuaïa Ibiza. Zerb followed this success with Addicted alongside The Chainsmokers and later collaborated with Coldplay on a reimagined remix of Feels Like I'm Falling in Love. His journey reflects a deep dedication to creating music that connects people everywhere.⏲ Follow Will Clarke ⏱https://djwillclarke.com/https://open.spotify.com/artist/1OmOdgwIzub8DYPxQYbbbi?si=hEx8GCJAR3mhhhWd_iSuewhttps://www.instagram.com/djwillclarkehttps://www.facebook.com/willclarkedjhttps://twitter.com/djwillclarkehttps://www.tiktok.com/@djwillclarke Hosted on Acast. See acast.com/privacy for more information.

The future of European thoughtWhat is analytic philosophy and what is continental philosophy? And, perhaps most importantly, does this distinction make any sense?The division between these two branches has divided Western philosophy for decades now, with the Anglo-Saxon world largely associated with the analytical school, and the European continent with the, well, continental one. In this panel, our speakers discuss the future of thought for Western philosophy and Europe. Is the division between these schools obsolete? Are they both under threat? What can we expect?Join our three philosophy professors, Christoph Schuringa, Genia Schönbaumsfeld, and Babette Babich to discuss these themes. Hosted by Danielle Sands.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Trump's NATO Warning, Taliban Money, & The CFB Playoff ControversyLive Show Tuesday and Thursday, 3pm est.SOCIALS: https://linktr.ee/drewberquist NEWS: https://DrewBerquist.com MERCH: https://RedBeachNation.com#DrewBerquist #ThisIsMyShow #TIMSTop 100 Political News Podcast with https://www.millionpodcasts.com/political-news-podcasts/#1 Counterterrorism Podcast on Feedspot: https://podcast.feedspot.com/counter_terrorism_podcasts/Show Notes/Links:President Trump says some European countries may not be allies if demographics keep changinghttps://x.com/disclosetv/status/1998386912944402468?s=20UK court sentences former Premier League footballer Joey Barton to a six-month prison for offensive social posttermhttps://x.com/ExxAlerts/status/1998069932689395937?s=20U.S. Government gives Taliban $45 million AGAINhttps://x.com/afg_uprising/status/1997913782958559697?s=20Final College Football Playoff Brackethttps://x.com/espn/status/1997722024622334147?s=20Bracket if it were based on Top 16 teams,no conditionshttps://x.com/CFB_Rivalries/status/1997810374058586245?s=20Bracket with 24 teams scenariohttps://x.com/NextRoundLive/status/1998078432953934294?s=20See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Liverpool put recent troubles behind them to record a stunning 1-0 victory at Inter Milan in the Champions League.  In this episode of The Reaction we hear from Arne Slot and match-winner Dominik Szoboszlai. We also bring you post-match analysis from former Reds Phil Thompson and Neil Mellor, and European football expert Kevin Hatchard. 

Ukraine’s Volodymyr Zelensky sits down with European leaders, Xi Jinping could be about to meet Taiwan’s government and Paramount launches a cash offer for Warner Bros. Plus: Aviation news and Corinthia Hotels at ILTM.See omnystudio.com/listener for privacy information.

Shoot us a Text.Episode #1214: Asbury sets the stage for its next leadership chapter, Ford teams with Renault to regain momentum in Europe, and the President's kei-car wish sparks a reality check on what it would take to bring microcars to U.S. dealerships.Show Notes with links:Asbury Automotive is gearing up for a major leadership handoff this May as longtime CEO David Hult moves into the Executive Chairman role and COO Dan Clara steps into the top seat. The move caps a disciplined succession plan following years of rapid growth.Hult, 60, says the transition comes at “the right time” as Asbury continues strong momentum from record acquisitions and profit expansion.Under Hult, Asbury tripled earnings and shareholder value while nearly tripling annual new-vehicle volume.Clara joined Asbury as a client adviser at a BMW store in 2002 and rose through the ranks, most recently becoming COO in February.Leadership praised Clara's operational chops, strategic mindset, and success integrating large-scale acquisitions.“His drive, strategic mindset, and strong dedication to our values make him the logical choice to serve as Asbury's next CEO,” Hult said.Ford is teaming up with Renault to develop small EVs tailored for Europe as competition from Chinese automakers accelerates. The partnership gives Ford a more cost-competitive path forward after years of shrinking share and restructuring in the region.Renault will build two Ford-designed small EVs in France, with the first arriving in 2028.Ford's U.S. “skunk works” EV platform is too large and expensive for Europe's compact segments.Ford's European share has fallen to 3.3%, down from 7.2% in 2015, despite multiple restructuring rounds and job cuts.““We know we're in a fight for our lives in our industry, and no better example than here in Europe,” CEO Jim Farley told reporters.After the President floated the idea of bringing Japan's tiny kei cars to the U.S. to address vehicle affordability, experts quickly noted the steep sales and production hurdles. While automakers say they're always exploring lower-cost options, kei cars would require a level of demand the U.S. has never shown.In a Truth Social post, Trump said he had "just approved TINY CARS to be built in America," calling them "inexpensive, safe, fuel efficient and, quite simply, AMAZING!!!"  and urged manufacturers, "START BUILDING THEM NOW!"Microcars peaked at just 114,000 U.S. sales in 2014—far below the volume needed to make kei-car production viable today.Analysts say an automaker would need around 200,000 annual sales to justify investment, even under ideal conditions.“When we had a chance to buy smaller cars in the past, most of us chose not to purchase them,” said Stephanie Brinley of S&P Global Mobility.Thank you to today's sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage anJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

The boys return for another week to discuss the latest in Greek football, the gift that keeps on giving.SLGRPAOK see off Aris in the derbyPanathinaikos held by AELOlympiakos stay top with a win against OFIAEK thrash AtromitosGreek Cup resultsUEFA CompetitionOlympiakos travels to Kazakhstan for a must-win gamePanathinaikos host Viktoria PlzenPAOK go away to Bulgaria to face LudogoretsAEK play Samsunspor in TurkeyOther newsKaretsas and Mouzakits drawing interest from European giants.Injury setback for TzimasGiannoulis in form for FC AugsburgTzvellas leaves his role at PAO, with Zeca replacing himGive us a follow on:X: https://twitter.com/HellasfootyInstagram: https://www.instagram.com/hellasfooty/Facebook: https://www.facebook.com/@HellasFootyRead our blogs on: https://hellasfooty.blogspot.com/Intro music credit to George Prokopiou (Ermou Street)

US equity futures point to a slightly firmer open, with Asian markets mostly weaker and European equities trading marginally higher. Today focus is on mounting speculation around a hawkish Federal Reserve rate cut at this week's FOMC meeting, driving a reassessment of the pace of easing beyond December. Trade policy is also in focus after President Trump confirmed the US will permit Nvidia to export H200 chips to China in exchange for a tariff reduction, while signaling similar treatment for other US chipmakers and simultaneously threatening new tariffs on Mexico, India and other trading partners. In equities, sentiment remains fragile after Monday's sell-off in US stocks, with pressure on tariff-exposed sectors, rising concern around higher-for-longer rates, ongoing AI-related disruption headlines, and continued attention on M&A activity and positioning after a strong two-week rebound.Companies Mentioned: PepsiCo, Carlyle Group, Hogy Medical, Coupang

Austin FC return to the U.S. Open Cup, the chance of Austin hosting a World Cup team, and the arrival of new GK coach Fabio Hernandez. Reactions to the World Cup draw, MLS Cup Final, Liga MX playoffs, and top European matches!

After a tricky weekend of betting domestic European football, The Soccer Sharps are hopeful of returning to the excellent form they showed last midweek, as they turn their attention to the UEFA Champions League. Our hosts and handicappers, Devin and Jordan, share their expert analysis and predictions for the biggest matches of Matchday 6. This betting show offers up the data, analytics, and statistics you need to prepare for your UCL betting, and closes out with all of our best bets. 00:00 Introduction and Previous Show's Betting Results 04:16 Bayern Munich vs Sporting 08:38 Atalanta vs Chelsea 11:50 Inter vs Liverpool 20:32 Barcelona vs Eintracht Frankfurt 25:20 PSV Eindhoven vs Atletico Madrid 29:24 Tottenham Hotspur vs Slavia Praha 32:18 Athletic Club vs PSG 34:58 Bayer Leverkusen vs Newcastle United 38:44 Juventus vs Pafos 42:00 Real Madrid vs Manchester City 49:09 Official Plays Thank you for listening and watching!  JOIN OUR DISCORD SERVER:  https://discord.gg/cx7WJKWabQ  SUBSCRIBE ON YOUTUBE:  https://www.youtube.com/@thesoccersharps VIEW OUR P&L SPEADSHEETS: https://drive.google.com/drive/folders/1jca0dVIW7FumZ27VEcyhdre0Ke5gh7C6?usp=sharing  EMAIL US:  azsoccersharps@gmail.com  FOLLOW US: X: @TheSoccerSharps  Instagram: @TheSoccerSharps  TikTok: thesoccersharps Bluesky: @thesoccersharps.bsky.social The Soccer Sharps podcast is a part of The Hooligan Soccer Network. https://hooligan-soccer.com/  Learn more about your ad choices. Visit megaphone.fm/adchoices

The Supreme Court hears a case that could upend decades of limits on executive power by allowing the president to fire leaders of independent agency leaders.Pandemic-era Affordable Care Act subsidies are on track to expire at the end of the month, with Democrats pushing an extension and Republicans offering no unified plan.And President Zelenskyy meets with European leaders in London as they push back on U.S. pressure for Ukraine to accept concessions in peace talks with Russia.Want more comprehensive analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Krishnadev Calamur, Dana Farrington, Miguel Macias, Mohamad ElBardicy, and HJ Mai.It was produced by Kaity Kline, Nia Dumas and Christopher Thomas.We get engineering support from Stacey Abbott. And our technical director is Carleigh Strange.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe D’s[CB] are pushing more taxes while Trump is removing the taxes, the people will decide in the end. As illegals are deported American workers see jobs coming back. Gov is the entity that increases the prices across the country. Trump is removing the income tax and ready to give dividends to the middle and low income people not the rich. The [DS] has been pushing division, they are trying to pit the people against Kash, Bondi etc. Social media is trying to bring the people down the wrong path. Trump has released the US strategy and is now codifying his executive order as law. Trump is setting everything in motion so the people can take back this country, the people will be liberate him. Economy https://twitter.com/RickyDoggin/status/1997885141990216111  Illinois Republicans introduced several bills this year to stop taxing tips in Illinois, but JB Pritzker, and Illinois Democrats have no interest in providing any tax relief. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/JDVance/status/1997703409408032937?s=20 https://twitter.com/_emergent_/status/1997862345700499847?s=20 https://twitter.com/PressSec/status/1998015706525307152?s=20   VICTORIOUS MANNER. I have settled 8 Wars in 10 months because of the rights clearly given to the President of the United States. If countries didn't think these rights existed, they would have said so, LOUD AND CLEAR! Thank you for your attention to this matter. President DONALD J. TRUMP https://twitter.com/disclosetv/status/1997816417413153016?s=20 Political/Rights ICE Launches Armed Raids Across Minnesota Targeting Illegal Somali Nationals Wanted on Federal Warrants ICE has already begun making arrests in what locals call “Somali-land Minnesota,” a region with one of the largest concentrations of Somali immigrants in the United States,     Minneapolis Police Chief Brian O'Hara warned residents that masked individuals detaining people in Somali neighborhoods were “possibly kidnapping people,” urging the city's enormous Somali enclave to dial 911 if they encounter law-enforcement activity they “don't recognize.” “If there is anything that is … a violation of someone's human rights or civil rights, excessive force or anything like that, they absolutely have a duty to intervene as police officers,” O'Hara added. https://twitter.com/KatieDaviscourt/status/1997745591032713531?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1997745591032713531%7Ctwgr%5E307f0a93a8a06042ad5d66adbb608b3b4cc65312%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fice-launches-armed-raids-across-minnesota-targeting-illegal%2F   subject allegedly assaulted officers but was successfully apprehended. A previously deported female subject fled into a house, which ultimately resulted in her apprehension and several collateral arrests, per sources. Source: thegatewaypundit.com https://twitter.com/DHSgov/status/1997375316956676498?s=20 https://twitter.com/AlexanderTabet/status/1996987184260239794?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1996987184260239794%7Ctwgr%5E9f3a417fd49065356a991f37feb9d06210c99091%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.breitbart.com%2Ft%2Fassets%2Fhtml%2Ftweet-5.html1996987184260239794 https://twitter.com/overton_news/status/1997700603301237055?s=20  his appearance with a line Brennan clearly didn't expect. BESSENT: “To be clear, the initial fraud was discovered by the IRS, for which I'm the acting commissioner, it was discovered by IRS criminal investigations unit.” “This was not endogenous that the state of Minnesota decided. We had to go in and clean up the mess for them. This is part of the continued cleanup.” “A lot of money has been transferred from the individuals who committed this fraud, including those who donated to the governor, donated to representative Omar and to AG Ellison.” “They have been transferred to something called MBSs.” “They are wire transfer organizations that are outside the regulated banking system. That money has gone overseas. We are tracking that, both to the Middle East and Somalia to see what the uses of that have been.” BRENNAN: “You have no evidence of that money being used to fuel terrorism at this point? Which is what some conservative writers are alleging.” BESSENT: “That's why it's an investigation. We started it last week. We will see where it goes.” “I can tell you, it's terrible. Representative Omar tried to downplay it. Said it was very…it was very tough to know how this money should be used. She was gaslighting the American people.” “When you come to this country, you have to learn which side of the road to drive on, stop at stop signs and learn not to defraud the American people.” https://twitter.com/libsoftiktok/status/1997727923768594758?s=20 https://twitter.com/EricLDaugh/status/1998009509675958422?s=20 https://twitter.com/RapidResponse47/status/1997712517242708339?s=20 DOGE  Geopolitical https://twitter.com/amuse/status/1997841818411823248?s=20 https://twitter.com/amuse/status/1997712272009883916?s=20   was called Operation Rubific. The secret mass migration program was revealed by a British High Court earlier today. https://twitter.com/elonmusk/status/1997609494738821618?s=20 https://twitter.com/MarioNawfal/status/1997900194655162371?s=20 seekers. Basically, the EU said: stop booting people out before hearing their appeals. Hungary said no thanks. So now Brussels is punishing Hungary for not letting in enough migrants, mostly from Africa and the Middle East, while the rest of the continent watches. The European Court says it’s about “human rights.” Hungary says it’s about borders. You don't have to agree with Hungary to notice what's going on. A country makes a decision, the EU doesn't like it, and suddenly unelected judges are draining your national budget. This is what happens when a “union” turns into a rule-by-lawsuit machine.   https://twitter.com/nettermike/status/1997765685922136281?s=20   is required under UNCLOS to sail under the flag of a specific nation. If it does not, it is legally considered a stateless vessel. A stateless vessel has no right to the protections normally afforded to ships under a national flag, including immunity from interference by other states. UNCLOS Articles 92, 94, 110, and customary maritime law spell out the consequences clearly: 1. Stateless vessels have no sovereign protection. A flagged ship is an extension of its flag-state's sovereignty. A stateless vessel is not. This matters because “war crimes” presuppose protected persons or protected property. A stateless vessel is legally unprotected. 2. Any state may stop, board, search, seize, or disable, a stateless vessel. UNCLOS Article 110 explicitly authorizes boarding and seizure. The law does not require states to risk their own personnel or assets while doing so. Disabling a vessel that refuses inspection, including firing on it, is legally permitted under both UNCLOS and long-established state practice. 3. War crimes require an armed conflict. You cannot commit a “war crime” outside an armed conflict. War crimes occur only within the context of international humanitarian law (IHL). Enforcing maritime law against a stateless vessel is a law enforcement action, not an IHL situation. No armed conflict = no war crime possible. 4. Lethal force may be used when a vessel refuses lawful orders. The International Maritime Organization's “Use of Force” guidance for maritime interdiction recognizes that disabling fire, even lethal force, is lawful when a vessel refuses lawful boarding, attempts to flee, poses a threat, or engages in illicit activities such as piracy or narcotics trafficking. Once again: law enforcement rules apply, not IHL. 5. Sinking a stateless vessel is not prohibited by UNCLOS. UNCLOS permits seizure of a stateless vessel and leaves the means entirely to the enforcing state so long as necessity and proportionality are respected. If the vessel flees, attacks, or refuses lawful commands, sinking it is legally permissible. Many states routinely do this to drug-smuggling vessels (e.g., semi-submersibles) without it ever being treated as a war crime. 6. No flag = no jurisdictional shield. The entire reason international law requires ships to fly a flag is to prevent this exact situation. Flagless vessels are legally vulnerable by design. Because a stateless vessel has no protected status, because UNCLOS authorizes interdiction of such vessels, because lethal force may be used in maritime law enforcement when necessary, and because war crimes require an armed conflict that is not present here, sinking an unflagged ship in international waters is not a war crime. War/Peace https://twitter.com/InsiderGeo/status/1997834841723908411?s=20 US Issues NATO’s European Members New Self-Defense Deadline European members of NATO have been warned by Washington that they must assume greater responsibility for the alliance’s intelligence operations and missile production – which will require significantly more defense spending by 2027, Reuters has reported. Reuters in its exclusive Friday report said that the United States “wants Europe to take over the majority of NATO’s conventional defense capabilities, from intelligence to missiles, by 2027, Pentagon officials told diplomats in Washington this week, a tight deadline that struck some European officials as unrealistic.” “The message, recounted by five sources familiar with the discussion, including a U.S. official, was conveyed at a meeting in Washington this week of Pentagon staff overseeing NATO policy and several European delegations,” the report continued. The directive was coupled with a warning behind the scenes, reportedly involving Pentagon officials cautioning representatives from several European nations that the US may scale back its role in certain NATO defense efforts if this target and deadline is not met.It was noted in the report that some European officials consider the 2027 goal unrealistic, saying that rapidly substituting American military support would demand far greater investment than current plans and NATO member approved defense budgets allow. Source: zerohedge.com NATO was created by the [DS] https://twitter.com/visegrad24/status/1997999917801910425?s=20  and Ukraine, but we don’t have a shared view on Donbas,” Zelensky said. Ukraine also insists on a separate security guarantees agreement with Western allies, primarily the U.S. “There is one question that I and all Ukrainians want answered: if Russia starts a war again, what will our partners do?” he added. Zelensky Heads to London for Talks with European Allies  President Volodymyr Zelenskyy was meeting the French, German and British leaders in London on Monday as Kyiv's European allies try to strengthen Ukraine's hand in thorny talks on a U.S.-backed plan to end the Russia-Ukraine war. Prime Minister Keir Starmer was due to gather with Zelenskyy, President Emmanuel Macron and Chancellor Friedrich Merz at the British leader's 10 Downing St. residence. source: breitbart.com https://twitter.com/amuse/status/1997790753385300463?s=20 https://twitter.com/amuse/status/1997693479313666088?s=20 https://twitter.com/ElectionWiz/status/1997981255200039181?s=20 Medical/False Flags https://twitter.com/disclosetv/status/1997987063300251658?s=20 [DS] Agenda https://twitter.com/C_3C_3/status/1997709276958318942?s=20 https://twitter.com/Cernovich/status/1997771432181522493?s=20 https://twitter.com/amuse/status/1998030855348883903?s=20 https://twitter.com/EricLDaugh/status/1997771084674765308?s=20   about to learn the hard way that most Texans are very different from her district, her base & her values.” “She'll be pummeled for her progressive socialist agenda & get crushed by the Republican nominee for Senate.” “Looking forward to watching the circus– and KEEPING the US Senate seat red. On the bright side for her, maybe she'll end up with a job on The View!”   Storm the polls, Texas! https://twitter.com/LauraLoomer/status/1997818897005695221?s=20 President Trump's Plan    and anyone close to them. When the Democrats overwhelmingly lost the 2024 Presidential Election, and power with it, they, regardless, did everything they could to keep going after the Cuellar family. The Dems were vicious, and all because Henry strongly wanted, correctly, BORDER SECURITY! He was against illegals pouring into our Country, totally unchecked and unvetted. The Congressman didn't want gang members, drug dealers, violent prisoners, people from mental institutions and yes, even murderers, in the good ol' USA. It was all very unfair what they were doing to him and his family, so much so that his daughters wrote me a beautiful letter about their parents (Just posted on TRUTH!). After reading it I decided, in the interest of justice, and based on the daughter's loving request, that I would give Henry and Imelda a Full and Complete Pardon. I never spoke to the Congressman, his wife, or his daughters, but felt very good about fighting for a family that was tormented by very sick and deranged people – They were treated sooo BADLY! I signed the papers, and said to people in the Oval Office that I just did a very good, perhaps life saving, thing. God was very happy with me that day! THEN IT HAPPENED!!! Only a short time after signing the Pardon, Congressman Henry Cuellar announced that he will be “running” for Congress again, in the Great State of Texas (a State where I received the highest number of votes ever recorded!), as a Democrat, continuing to work with the same Radical Left Scum that just weeks before wanted him and his wife to spend the rest of their lives in Prison – And probably still do! Such a lack of LOYALTY, something that Texas Voters, and Henry's daughters, will not like. Oh' well, next time, no more Mr. Nice guy! PRESIDENT DONALD J. TRUMP    Trump hating, 60 Minutes “correspondent,” Lesley Stahl, who still owes me an apology from when she attacked me on the show (with serious conviction!), that Hunter Biden's LAPTOP FROM HELL was produced by Russia, not Hunter himself (TOTALLY PROVEN WRONG!), interviewed a very poorly prepared Traitor, who in her confusion made many really stupid statements. My real problem with the show, however, wasn't the low IQ traitor, it was that the new ownership of 60 Minutes, Paramount, would allow a show like this to air. THEY ARE NO BETTER THAN THE OLD OWNERSHIP, who just paid me millions of Dollars for FAKE REPORTING about your favorite President, ME! Since they bought it, 60 Minutes has actually gotten WORSE! Oh well, far worse things can happen. P.S. I hereby demand a complete and total APOLOGY, though far too late to be meaningful, from Lesley Stahl and 60 Minutes for her incorrect and Libelous statements about Hunter's Laptop!!! President DJT https://twitter.com/HansMahncke/status/1997739659724832803?s=20  on the other foot, and there is highly incriminating evidence against the people who instigated the hoaxes, it somehow cannot be used. Just beyond infuriating. STUNNING UPDATE: Jocelyn Ballantine – the Lead Attorney Assigned to J6 Pipe Bomber Case – Notoriously Pressured the Proud Boys to Lie About Trump's Involvement in Jan. 6 or Face Decades in Prison!    Jocelyn Ballantine was one of the Department of Justice attorneys assigned to Michael Flynn's prosecution. The Department admitted altering evidence in the case following a reprimand from the judge. She called this an inadvertent mistake at the time. Ballantine also provided altered documents to Sidney Powell, and submitted an FBI interview report with redactions to information that was crucial to the case, according to En-Wikipedia.  When the US government threw out the case against  General Flynn, Ballantine declined to sign the motion to dismiss the charges against him. She is as crooked as they come. Jocelyn Ballantine was later assigned to the infamous Proud Boys Trial. Ballantine and the Biden prosecutors made up evidence, pressured the defendants to lie to the court, planted evidence in the Proud Boys chat group, and led the charge to send the innocent men to prison for over a decade each.   Source: thegatewaypundit.com https://twitter.com/TheStormRedux/status/1997495783168299481?s=20   a grand jury process, and we are issuing – I think we are up to like 75 of 100 subpoenas already – for witnesses. That's what you target first. We also have targets of our investigation. People we think committed acts of criminal conduct… We are not only exposing what they did, but they are frantically – “they,” the media, the mainstream media and those that were involved in the weaponization of justice – are trying to cover it up… You think that's gonna stop me and the deputy here? We're gonna get there. We're already halfway there on a lot of it. I firmly believe that this Comey case is far from over. We are not finished. We are formulating a plan to make sure that we use the Constitution to hold people accountable… These people will not be let off the hook.” Go get em, Kash.  & throwing distractions at them in hopes they will fall. #3925 twitter.com/realDonaldTrump/st Do people really believe the biggest scandal in modern US history will go unpunished [Scot-Free]? Backchannels are important. Patriots stand at the ready [shills whine]. Q Genuinely curious on how, exactly, people expect @kash to provide us with COMPLETE & TOTAL transparency…….but also (simultaneously) protect the integrity of ONGOING INVESTIGATIONS so cases aren't completely dismissed for lack of due process??!

Greg Jenner is joined in early modern India by historian Dr Jagjeet Lally and comedian Nish Kumar to learn all about the subcontinent's dynamic 18th century.From the 16th century, the dominant power in India was the Mughal Empire. According to the traditional narrative, when the Mughals began to decline in the 18th century, the subcontinent descended into political chaos, and European trading powers – most notably the British East India Company – swooped in to take advantage and (in their words) restore order. But can we trust this story?In this episode, we look at India's long 18th century not as a period of chaos, but one of dynamic transformation and exciting developments. Taking in the rise of new powers including the Marathas, the Rajputs and the Sikh Empire, and looking at changes in the economy, global trade, artistic patronage and gender relations, we explore what India was really like at this time.This is a radio edit of the original podcast episode. For the full-length version, please look further back in the feed.Hosted by: Greg Jenner Research by: Clara Chamberlain Written by: Emmie Rose Price-Goodfellow, Emma Nagouse, and Greg Jenner Produced by: Emmie Rose Price-Goodfellow and Greg Jenner Audio Producer: Steve Hankey Production Coordinator: Gill Huggett Senior Producer: Emma Nagouse Executive Editor: Philip Sellars

The Courtiers' Pivot and the Failing Imperial Narrative — Gaius & Germanicus — Gaius and Germanicus, in their metaphorical 91 AD Londinium dialogue, critique the Western foreign policy establishment, dismissively labeled "courtiers," regarding their systematic narrative repositioning on the Ukraine war as military circumstances deteriorate catastrophically. Germanicus argues that these elite advisors prioritize preservation of institutional status and access to executive power over accountability and honest assessment; as the military situation turns decisively against Ukraine, these courtiers seamlessly pivot from predicting Ukrainian victory to blaming European allies for failing to "step up" with additional military commitment. Germanicus draws historical parallels to the fall of the Soviet Union, noting that elites systematically rewrite their past positions retrospectively to claim they foresaw inevitable geopolitical collapses, a psychological mechanism enabling survival without disgrace or professional consequences. Gaius and Germanicuscontrast successful empires possessing unified narratives aligned with coherent strategy against the current Americanapproach, characterized as "predatory opportunism" driven by electoral manipulation requirements. Germanicuscontends that strategic failures in Ukraine—where population and material resources mathematically determine victory—expose the U.S. as a "weak and venal empire" relying upon a "pastiche" of propagandistic lies rather than the solid convergence of vision that characterized American dominance during World War II. 1918 UKRAINE

he Caudine Forks and the Dangers of Half-Measures — Gaius & Germanicus — Germanicus and Gaius center their discussion on the instructive Roman historical lesson of the Caudine Forks: a victor must either completely annihilate the enemy or embrace them as genuine allies; choosing the treacherous middle path of ritual humiliation and subordination ensures future vengeance and perpetual instability. Germanicus applies this ancient strategic principle to contemporary geopolitics, arguing that the United States consistently fails this historical test by demanding submission—symbolized by forcing nations beneath the ritualistic "yoke"—without achieving total conquest that transforms hostile nations into obedient subordinate "bricks" within a durable imperial structure. Gaius and Germanicus cite the Treaty of Versailles and the post-Cold War treatment of Russia as prime historical examples where deliberate humiliation without comprehensive conquest bred lasting resentment rather than durable peace, establishing the foundation for subsequent conflicts and nationalist backlash. Germanicus characterizes this approach as reflecting American "narcissism," the desire for dominance without willingness to wage total war, thereby explaining systemic American failures in Iraq, Afghanistan, and contemporary tensions with Iran. Germanicus and Gaius warn against applying this "halfway yoke" framework to emerging challenges with Venezuela or Russia, instead counseling that it is strategically safer to permit regimes to decay internally through entropy rather than provoke nationalist backlash through external military or political pressure. Gaius concludes by characterizing current European leaders as "aggressive dependents" psychologically clinging to the Ukraine conflict to artificially preserve their own fragile domestic political authority and suppress internal dissent regarding failing governance.

Day 1,383.Today, after a weekend marked by continued talks in Florida between the Ukrainian and American delegations and President Donald Trump's comments blaming Zelensky for stalling negotiations, the Ukrainian president meets British PM Keir Starmer, French President Macron and German Chancellor Merz in London today. The talks, which finished as we were recording this episode, opened with Germany's ‘scepticism' of US peace proposals and France's assurance that ‘Europe had a lot of cards in its hands.' Meanwhile, Russia targets a dam near Kharkiv which supplies water to Ukraine's second biggest city. Finally, we discuss the US's National Security Strategy and the current state of Ukraine's air defence. ContributorsAdélie Pojzman-Pontay (Journalist and Producer). @adeliepjz on X.Dominic Nicholls (Associate Editor of Defence). @DomNicholls on X.With thanks to Michael Bohnert (RAND). @mbohnert on X.SIGN UP TO THE ‘UKRAINE: THE LATEST' WEEKLY NEWSLETTER:http://telegraph.co.uk/ukrainenewsletter Each week, Dom Nicholls and Francis Dearnley answer your questions, provide recommended reading, and give exclusive analysis and behind-the-scenes insights – plus maps of the frontlines and diagrams of weapons to complement our daily reporting. It's free for everyone, including non-subscribers.CONTENT REFERENCED:Zelenskiy Says No Accord Yet on Ukraine's East in US Talks, Bloomberg Newshttps://www.bloomberg.com/news/articles/2025-12-08/zelenskiy-says-no-accord-so-far-on-eastern-ukraine-in-us-talksTrump: Zelensky hasn't even read my peace plan, The Telegraphhttps://www.telegraph.co.uk/world-news/2025/12/08/ukraine-russia-war-latest-starmer-zelensky-trump-putin/Kremlin: Trump's new defence strategy ‘consistent' with Russian vision, The Telegraphhttps://www.telegraph.co.uk/world-news/2025/12/07/donald-trump-defence-strategy-russia-dmitry-peskov-kremlin/France shielding €18bn Russian asset pot from EU ‘reparations loan' push, Financial timeshttps://www.ft.com/content/fe304bb8-d928-4b9b-8162-2000301be937LISTEN TO THIS PODCAST IN NEW LANGUAGES:The Telegraph has launched translated versions of Ukraine: The Latest in Ukrainian and Russian, making its reporting accessible to audiences on both sides of the battle lines and across the wider region, including Central Asia and the Caucasus. Just search Україна: Останні Новини (Ukr) and Украина: Последние Новости (Ru) on your on your preferred podcast app to find them. Listen here: https://linktr.ee/ukrainethelatestSubscribe: telegraph.co.uk/ukrainethelatestEmail: ukrainepod@telegraph.co.uk Hosted on Acast. See acast.com/privacy for more information.

Mike Wilson, our CIO and Chief U.S. Equity Strategist, and Dan Skelly, Senior Investment Strategist at Morgan Stanley Wealth Management, discuss the outlook for the U.S. stock market in 2026 and the most significant themes for retail investors. Read more insights from Morgan Stanley.----- Transcript -----Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson. Morgan Stanley's CIO and Chief U.S. Equity Strategist. Daniel Skelly: And I'm Dan Skelly, Senior Investment Strategist for Morgan Stanley Wealth Management. Mike Wilson: Today we're going to have a conversation about our views on the U.S. stock market in 2026, and what matters most to retail investors in particular. It's Monday, December 8th at 9am in New York. So, let's get after it. Dan, it's great to see you. We always talk about the markets together. I think this is a great opportunity for us to share those thoughts with listeners. Our view coming into this year is still pretty bullish for 2026. We've been bullish on [20]25 as you have, probably for, you know, similar – maybe some slightly different reasons. I think one of our differentiating views is that we do think inflation is still a major risk for individual investors. And institutional investors, quite frankly, which is why stocks have done so much better. A concept, I think you're well aware of. And I think, you know, the risk for retail is that there's going to be; it's going to be volatile. So, point-to-point, we're still bullish as you are. How are you thinking about managing that point-to-point path? And how are you structuring your portfolio as we go into 2026 with a bullish outlook – but understanding that it's not always going to be smooth. Daniel Skelly: So, like you said, we've also shared this view that next year's going to be positive, albeit there's going to be more volatility. And when I think about the two main risks that retail investors are facing today, one of them is definitely inflation. We're seeing that in services. We're seeing that in housing. We've had the labor market shrink over the recent couple of quarters, so who knows if wage inflation pops up again. But there are ways to definitely hedge against that in an equity portfolio. We think, for instance, owning parts of the AI infrastructure cohort is one of the ways of hedging, whether that be in utilities, pipelines, energy infrastructure in general. These are areas that we think are a necessary hedge against inflation risk. And number two are a positive diversifier. And second key point, Mike, just thinking about that diversification comment. Look, we all know that in many ways the Mag 7 – and the technology strength that we've seen this past year – has driven a fairly concentrated market. I think what people, particularly on the individual side, are recognizing less is just how much AI cuts across many other sectors in parts of the market. And again, we think that risk of over concentration is still out there. And we like the idea of thinking of embedding natural diversification into the equity portfolio. Mike Wilson: Yeah. I mean, it's interesting. Inflation, you know, is part of that story too because AI is somewhat disinflationary or deflationary. I think, you know, investing in things that can drive higher productivity even away from AI can mitigate some of that risk in the economic outlook. But if I think about, you know, the Mag 7 dominance, and just this concentrated market risk, which you spoke about. If inflation re-accelerates next year, which, you know, is one of our core views as the economy improves – doesn't that broaden out the opportunity set? And you know, like there's been this idea that, ‘Oh, you have to own these seven stocks and nothing else.' I mean, part of our view for next year is that we think the market's going to broaden out. How are you set up for that broadening out? And how are you thinking about picking stocks and new themes that can work – that maybe people aren't paying attention to right now? Daniel Skelly: Yeah, it's a great point, Mike. And so, on the first topic, we do think there's broadening, and that's a combination of factors. Number one is just the market becoming more convicted about the Fed cutting path, which we've talked about, and the firm's view reaffirms for next year. Number two is starting to see some of the benefits of deregulation, right, which should impact maybe some of the more cyclical sectors out there – Financials, Energy being two of them. Maybe seeing more M&A activity too as a byproduct of deregulation. And that should bode better for mid- and maybe small caps as well as they receive a M&A premia in the valuations. And I know you've talked about small caps recently in your commentary. But last point I'll make Mike, and it comes back to AI. It almost feels like AI is this huge inflationary ramp at first to get to that deflationary nirvana down the road – with productivity. I think one of the key factors we think about, in terms of a bottom-up perspective, which is what we focus on in across the portfolio, is definitely pricing power. Who owns the pricing power and the key data and the key AI adoption outlook in order to absorb all the different tools and technology diffusion we've seen in the last three years. And that's going to play out, Mike, as you well know, across a variety of sectors and themes. So, agreed, we should see broadening for all those varying reasons. Mike Wilson: So, I mean, there are a couple areas I think, where we overlap. Financials…Daniel Skelly: Yep. Mike Wilson: Industrials, Healthcare, some of the themes that I think we both; we share our bullish views. And what do you think those areas are, within those sectors? You think that you have a differentiated view maybe than the consensus being Financials, Industrials, Healthcare? That the market may be missing, which offers more upset? Daniel Skelly: Sure. I'll start with Financials, which has been an overweight call for us for some time, as I know it has for you as well. And I think that kind of cyclical re-acceleration in the economy is one part. I think the Fed cutting is another part. I think deregulation is clearly another driver. Fourth Capital Markets recovery, which we have seen now. We had a little bit of a technical lull with the government shutdown in terms of filings and issuance, but we see all of the pipeline indicators, indicating green lights for next year in terms of recovery. I think the one thing I would argue that I've observed in looking at all of our vast data sets is that despite all these different bullish factors, this still maybe has been a theme or a sector that investors have traded in and out of, right? I don't think I've even seen like a real strong, consistent overweight. So, I think number one, that's an opportunity. And last point is, listen, there's different sub-sector bifurcation going on, as you know, within the industry, whereas money centers and large banks are performing really well. The same is not the case of regionals and alts managers. And there are varying reasons for that. But we would even argue, Mike, there could be catchup trades within the sector next year. Mike Wilson: Yeah, I would agree on that. I mean, the regional over money centers and actually regionals over alt managers, because I mean – I think the Treasury Secretary has talked about this, you know. Trying to get the regulated banking system kind of back in the game may actually be an opportunity to take share back from some of those alt managers, which have actually done quite well. What about on Healthcare? We upgraded that back in the summer. I think you've been constructive on parts of Healthcare, right. Wwhat do you think people are missing there and why could that be a good sector for next year? Daniel Skelly: Yeah. We were definitely, I'll say, earlier than you and wrong. You had really good timing in terms of your Healthcare upgrade last summer. And look, the sector was out of favor for two years. What we think we observed in the kind of July-August period is: First and foremost, I think we got past the point of maximum policy concern and risk. And ironically, we saw some kind of nominal or surface level deal signed with the government around most favored nation pricing. And it was really, not a lot to write home about. It wasn't as egregious as a policy inflection as some had feared. So, I think that was the first key catalyst. Second, we just saw a really good revisions breadth. And I know this is a comment you make a lot in your work. But we saw across big pharma, tools and life science, medical technology, and devices. We saw really good positive earnings revisions coming out of third and even starting the second quarter. Thirdly, I think if you're talking about an M&A in capital markets recovery, you can't not talk about Healthcare. I think that's a space that'll be ripe for deal making. And then just fourth, right? Look, as the market broadens out, and as people are stopping or maybe slowing the crowding and the key leadership, they're going to go again from AI enablers to AI adopters. And we think AI is going to be a vector that cuts across the Healthcare industry in a really positive way. Mike Wilson: Yeah, I mean, the efficiencies that are, you know, possible in the Healthcare sector seem immense. I mean, it, it appears to me that that's going to be an area where there's probably some new solutions, some new companies we don't even know about yet. So, to me that's a very exciting area that's been dormant for quite a while. What about Consumer, Dan? It's been this K economy. It's been very bifurcated, you know, high-end versus middle-income, lower-income. I mean, what are the themes within consumer that you're finding in putting to work in your portfolio? Daniel Skelly: Yeah. We've talked a lot, Mike, in the last year or so about playing Consumer platforms, particularly domestically oriented versus global consumer brands. And there's a couple of key drivers behind that. But first, when you look at what's going on in consumer land, and Simeon Gutman's been a really good, kind of, analyst looking at this theme over time. In many ways it's starting to resemble the Mag 7 in terms of winner take all phenomena. If you look at some of the major consumer big box platforms, they're taking 50- 60 percent of share of total retail sales. Just a couple of companies. So, number one, we're really focused on platforms where market share gains, free cash flow and revenue – recurring revenue – in particular, are leading to even stronger competitive moats, particularly in a capital-intensive industry. And what we've observed about retail is that as those leaders in big box areas take more share, they can reinvest that winning capital in their advertising growth in their online channel and widen their moats even more. Secondly though, in order to have a positive theme, I've always said you got to fund it from somewhere. And so, what we've observed again over the last year or so is – when I think about some of the even highest quality global brands they've suffered seeing less traction in China. And that's amid less of a willingness from Chinese consumers to own American and European brands. There's a lot to that, but I think culturally, obviously the trade war, the AI war for prominence leading to maybe some of that lack of cultural traction. Secondly, we've also, I think, started to see the growth of AI tools start to weigh on established brands. I think what makes a brand cool and the barriers to entry in terms of creating brands is going to go down in the future because of AI influencing and advertising tools. And so, simply put, we continue to like, Mike, the big box consumer platforms across, clothing and food, housing, across e-commerce. That continues to be one of our higher conviction themes. Mike Wilson: All right, Dan, I want to come back to, kind of, AI infrastructure. I mean, AI spending has been the big, big theme. But there's other types of infrastructure spend and CapEx. It's been dormant, quite frankly, and with the [One] Big Beautiful Bill [Act] perhaps incentivizing some of that. How does that play into your thought process around other industrial stocks that could benefit? Daniel Skelly: Absolutely, Mike. You cited the AI infrastructure spending. We think continues kind of unimpeded going into next year. Number two, we think the Fed cutting, just creating better financing conditions in terms of bigger projects. You mentioned as well, the fiscal incentives. And look, I think Chris Snyder has been spot on the last year or so talking about reshoring production wins coming back to the U.S. I don't think this is certainly as cognizant on the – or on the minds of individual investors. Maybe not even institutional investors. But the U.S. is winning manufacturing production share and has been for some time. And we've seen that no doubt ramp up post the announcement of the [One] Big Beautiful Bill {Act]. No doubt. But we think that has implications, Mike, for stocks and stock picking within what we would call, kind of, shorter cycle themes. And I think whether that be in Logistics and Transports or HVAC or some of the Non-Resi, Non-Datacenter related verticals. There are a whole bunch of stocks that have been kind of dormant for two to three years as we've been in this ISM recession that we think could certainly wake up next year as things broaden out. Mike Wilson: Yeah, we would agree with that. And I guess lastly, you know, there's always this Johnny come lately, you know, fear factor of, ‘Well … stocks are up a ton. My neighbor's bragging how much money they're making. So, I must have missed it all.' And I think embedded within that is this fear of valuation. The valuations are now very rich. What's your response to individual clients about – it's not too late, they haven't missed it. It's still a bull market. In fact, we would argue a new bull market began in April with a new economic cycle. What is your response to those folks who have that angst? Daniel Skelly: Two things. One is the market today looks totally different than it did in the past, and AI is no doubt one big part of that. The composition of the market in many ways is higher quality, less debt, more recurring revenue. Big call option on productivity coming from AI earnings, power, et cetera. So, we think the market should trade at richer levels than it did in the past, point number one. Point number two, we would say whereas most people say time is your friend – for individual investors, they would also say valuation is no short term or short run indicator, but it's the best long run indicator. And looking at today's, again, extended levels of valuation relative to history – they would say that's not going to play out well over the long run. I would actually take the other side of that. I think that the earnings and the economic potential unleashed not just from AI, but some of these fiscal and monetary policies could create tremendous margin earnings potential in the long run. And so, I think today we're looking at a level of multiples that appears artificially high. And based on what could be a big earnings inflection point in that multi-year timeframe could frankly just be superficially high. Mike Wilson: Well, Dan, it's always great to get your perspective. I always enjoyed chatting with you. Daniel Skelly: Likewise. Mike Wilson: Thanks for coming on the show and sharing it with our listeners. It's great to see you. Daniel Skelly: Thanks Mike. Mike Wilson: And thanks to our listeners. Thanks for tuning in and let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out.

The European Commission is attempting to regulate American platforms, and even fine them. The commission has issued a fine to social media platform X for 120 million euros, or just over $139 million. X is refusing to comply, and this is quickly turning into an issue of global diplomacy, and a question of whether foreign countries can export their laws to the United States.Also, on the point of defending American sovereignty against European powers, Secretary of War Pete Hegseth just declared that the United States will once again be enforcing the Monroe Doctrine.We'll discuss these topics, and others, in this episode of Crossroads.Views expressed in this video are opinions of the host and guests, and do not necessarily reflect the views of The Epoch Times.

For nearly two centuries, international relations have been premised on the idea of the "Great Powers." As the thinking went, these mighty states—the European empires of the nineteenth century, the United States and the USSR during the Cold War—were uniquely able to exert their influence on the world stage because of their overwhelming military capabilities. But this conception of power fails to capture the more complicated truth about how wars are fought and won.  Our focus on the importance of large, well-equipped armies and conclusive battles has obscured the foundational forces that underlie military victories and the actual mechanics of successful warfare. Phillips O'Brien suggests a new framework of "full-spectrum powers," taking into account all of the diverse factors that make a state strong—from economic and technological might, to political stability, to the complex logistics needed to maintain forces in the field.  Drawing on examples ranging from Napoleon's France to today's ascendant China, he offers a critical new understanding of what makes a power truly great. Phillips Payson O'Brien is a professor of strategic studies and head of the School of International Relations at the University of St. Andrews in Scotland. He is the author of six books, including his latest War and Power: Who Wins Wars—and Why.

Syrians are holding celebrations to mark the first anniversary since Bashar al-Assad was toppled from power after a lightning rebel offensive. Also on the programme, President Volodymyr Zelensky will meet key European leaders in London amid peace negotiations; and, the making of the very first dictionary of ancient Celtic.

Donald Trump has loomed large over Volodymyr Zelenskyy's meeting with European leaders, after the US president took aim at the Ukrainian leader once again. It comes in the wake of a new White House national security strategy that has caused fear in Europe, but drawn praise from the Kremlin. Lucy Hough speaks to our Europe correspondent Jon Henley – Watch on YouTube. Help support our independent journalism at theguardian.com/infocus

The U.S. has been pursuing a solution to the war in Ukraine, and recently highlighted those efforts as part of its new national security strategy. Heather Conley, former deputy assistant secretary of state for European affairs during the George W. Bush administration, and Dan Caldwell, an advisor to Defense Secretary Pete Hegseth, join Nick Schifrin for two perspectives on that strategy. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Paramount is launching a hostile takeover bid for Warner Bros. Discovery to rival Netflix's. President Donald Trump is facing a major test of his presidential influence at the Supreme Court today. Trump plans to sign an executive order blocking AI regulations at the state level. Ukraine's President has met with the leaders of several major European countries. Plus, we have this year's Golden Globe nominations Learn more about your ad choices. Visit podcastchoices.com/adchoices

Europe seeks to rally support for Ukraine as US pressure builds, and there's likely to be plenty of debate ahead of the Federal Reserve's final rate decision of the year. Plus, how Netflix's blockbuster Warner Brothers Discovery buy could reshape entertainment. Mentioned in this podcast:European allies to rally support for Ukraine as US pressure mountsFrance shielding €18bn Russian asset pot from EU ‘reparations loan' pushFed expected to cut rates despite deep divisions over US economic outlookDonald Trump drives historic shift of power from investors to boardroomsHollywood fears job cuts as opposition to Netflix-Warner deal growsNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted by Victoria Craig, and produced by Julia Webster and Marc Filippino. Our show was mixed by Alex Higgins. Additional help from Peter Barber. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

A recent flurry of negotiations among American, Russian, Ukrainian, and European officials to find a diplomatic solution to end the Russia-Ukraine war has, so far, been unsuccessful. To discuss Putin's negotiation tactics, the reality on the battlefield, and how Ukraine can best position itself moving forward, Fiona Hill and Thomas Wright, two Brookings Foreign Policy senior fellows, join The Current. Show notes and transcript. Follow The Current and all Brookings podcasts on Apple, Spotify, or wherever you get your podcasts. Send feedback email to podcasts@brookings.edu.

BroodMinder has become one of the most trusted names in hive monitoring, and in this episode the team joins Jeff and Becky to share big news, new directions, and surprising insights from the field. Founder Rich Morris, software lead Amanda Stoltz, and global collaborator Lorenzo Pons sit down together during the BroodMinder Global Summit to talk about how the company has evolved, how beekeepers use hive data today, and what's ahead for sensor-based management.  Rich reflects on nearly a decade of development—from early temperature sensors to today's multi-sensor hive ecosystem. Amanda, stepping into a new leadership role, talks about improving the user experience, the move toward mobile-first viewing, and how BroodMinder is balancing innovation with accessibility for beekeepers at all levels. Lorenzo brings a global perspective, describing how sensors help European beekeepers manage pollination services and adapt to rising hornet pressure.  Together, the team explains why simple temperature sensors remain one of the most valuable tools for understanding colony health, how hive scales help track forage conditions, and how new technologies may soon support beekeepers in detecting varroa and hornet threats in real time. They also offer a candid look at designing products beekeepers can trust, balancing subscription models with affordability, and the humorous but real "Chart Addiction Club" that forms once beekeepers start watching their colonies' data more closely than ever.  Whether you're considering your first sensor or already monitoring colonies remotely, this conversation offers a clear, grounded look at how data tools are expanding what beekeepers can understand without opening a hive—and introduces the people shaping that future. Websites from the episode and others we recommend: BroodMinder website: https://broodminder.com Project Apis m. (PAm): https://www.projectapism.org Honey Bee Health Coalition: https://honeybeehealthcoalition.org The National Honey Board: https://honey.com Honey Bee Obscura Podcast: https://honeybeeobscura.com   Copyright © 2025 by Growing Planet Media, LLC     ______________ Betterbee is the presenting sponsor of Beekeeping Today Podcast. Betterbee's mission is to support every beekeeper with excellent customer service, continued education and quality equipment. From their colorful and informative catalog to their support of beekeeper educational activities, including this podcast series, Betterbee truly is Beekeepers Serving Beekeepers. See for yourself at www.betterbee.com This episode is brought to you by Global Patties! Global offers a variety of standard and custom patties. Visit them today at http://globalpatties.com and let them know you appreciate them sponsoring this episode!  Thanks to Bee Smart Designs as a sponsor of this podcast! Bee Smart Designs is the creator of innovative, modular and interchangeable hive systems made in the USA using recycled and American sourced materials. Bee Smart Designs - Simply better beekeeping for the modern beekeeper. Thanks to Strong Microbials for their support of Beekeeping Today Podcast. Find out more about their line of probiotics in our Season 3, Episode 12 episode and from their website: https://www.strongmicrobials.com HiveIQ is revolutionizing the way beekeepers manage their colonies with innovative, insulated hive systems designed for maximum colony health and efficiency. Their hives maintain stable temperatures year-round, reduce stress on the bees, and are built to last using durable, lightweight materials. Whether you're managing two hives or two hundred, HiveIQ's smart design helps your bees thrive while saving you time and effort. Learn more at HiveIQ.com. Thanks for Northern Bee Books for their support. Northern Bee Books is the publisher of bee books available worldwide from their website or from Amazon and bookstores everywhere. They are also the publishers of The Beekeepers Quarterly and Natural Bee Husbandry. _______________ We hope you enjoy this podcast and welcome your questions and comments in the show notes of this episode or: questions@beekeepingtodaypodcast.com Thank you for listening!  Podcast music: Be Strong by Young Presidents; Epilogue by Musicalman; Faraday by BeGun; Walking in Paris by Studio Le Bus; A Fresh New Start by Pete Morse; Wedding Day by Boomer; Christmas Avenue by Immersive Music; Red Jack Blues by Daniel Hart; Original guitar background instrumental by Jeff Ott. Beekeeping Today Podcast is an audio production of Growing Planet Media, LLC ** As an Amazon Associate, we may earn a commission from qualifying purchases Copyright © 2025 by Growing Planet Media, LLC

Welcome to Season 5, Episode 49! Vroooommmm!!! We're exploring the story of Asian Pacific Islanders in Formula 1… and this is something we actually know a bit about. This is a sport long dominated by Europeans and a handful of South Americans, but there has been a small group of drivers of Asian Pacific descent who have made an impact in recent years.  We'll share a little about F1 racing in general as well as when API began making their mark in the sport. In addition to recent drivers like Alex Albon (our favorite), Yuki Tsunoda, Zhou Guanyu, and now Arvid Lindblad, we'll also talk about a few engineers, leaders, and teams that have prominent Asian representation.  In our recurring segment, we'll share what we're listening to. For Ted, it's the audiobook of Babel by R.F. Kuang. It's narrated by Chris Lew Kum Hoi and Billie Fulford-Brown. For Gen, it's the music of Sarah Kinsley… specifically the song Fleeting. If you like what we do, please share, follow, and like us in your podcast directory of choice or on Instagram @AAHistory101. For previous episodes and resources, please visit our site at https://asianamericanhistory101.libsyn.com or our links at http://castpie.com/AAHistory101. If you have any questions, comments or suggestions, email us at info@aahistory101.com. Segments 00:25 Intro and Catching Up 14:16 The History of API in Formula 1 Racing 38:17 What Are We Listening To: Babel by R.F. Kuang and Sarah Kinsley

On September 28, 1994, the MS Estonia sank in the Baltic Sea, taking 852 of her 989 passengers with her in what remains, to this day, one of the worst maritime disasters in European history. Thirty years later this ship and her sinking is still the subject of controversy, conspiracies, and unanswered questions.⁠

The appearance of drones of unknown origin in Dublin last week around the time of Ukrainian president Volodymyr Zelenskiy's visit again highlighted the security challenges of the present day and Ireland's lack of capability to act in its own defence. Neutrality remains a popular policy, as again demonstrated recently by the election of Catherine Connolly as president. That popularity does not answer the question of how much Ireland should invest in its own defence. Ireland diverges from other neutral European countries in our low defence spending and reliance on others for protection, information and security. But against those calling for bigger defence budgets, others warn of militarisation and point out the money could be better spent elsewhere. So does being a voice for peace preclude greater defence spending, or is defence spending a crucial part of a viable neutrality? On today's podcast Hugh is joined by Naomi O'Leary to pick apart the elements of Ireland's approach to defence and neutrality, how we compare to others and what questions will arise as Ireland comes under increasing pressure in Europe to boost capabilities. Hosted on Acast. See acast.com/privacy for more information.

In studying the Lost Tribes, it is important to understand that the term "Jew" does not refer to the ethnicity of a person but refers to one who practices Judaism. Having a timeline of the European tribes in modern history helps us to understand their connection to the House of Israel and what is to come in the last days.  VF-2360 Watch, Listen and Learn 24x7 at PastorMelissaScott.com Pastor Melissa Scott teaches from Faith Center in Glendale. Call 1-800-338-3030 24x7 to leave a message for Pastor Scott. You may make reservations to attend a live service, leave a prayer request or make a commitment. Pastor Scott appreciates messages and reads them often during live broadcasts. Follow @Pastor_Scott on Twitter and visit her official Facebook page @Pastor.M.Scott. Download Pastor Scott's "Understand the Bible" app for iPhone, iPad and iPod at the Apple App Store and for Android devices in the Google Store. Pastor Scott can also be seen 24x7 on Roku and Amazon Fire on the "Understand the Bible?" channel. ©2025 Pastor Melissa Scott, Ph.D., All Rights Reserved

Exploring 500 years of protest and resistance in US history—and how its force is foundational and can empower us to navigate our chaotic world In this timely new book in Beacon's successful ReVisioning History series, professor Gloria Browne-Marshall delves into the history of protest movements and rebellion in the United States. Beginning with Indigenous peoples' resistance to European colonization and continuing through to today's climate change demonstrations, Browne-Marshall sheds light on known and forgotten movements and their unsung leaders, revealing how protest has shaped our nation and remains a vital force for change today. Drawing upon legal documents, archival material, memoir, government documents and secondary sources, A Protest History of the United States (Beacon Press, 2026) gives voice to those who pushed back against the mistreatment of others, themselves, and in some instances planet Earth. Browne-Marshall highlights stories of individuals from all walks of life, backgrounds, and time periods who helped bring strong attention to their causes. Those stories include those of: Wahunsenacock, more commonly known to history as Chief Powhatan, who took on English invaders in pre-colonial America in 1607; legendary boxer Muhammad Ali who refused to be inducted into the US military during the Vietnam era and appealed all the way to the US Supreme Court; and David Buckel, LGBTQ+ rights lawyer and environmental activist who protested against fossil fuels by committing self-immolation in 2018. Regardless of whether these protests accomplished their end goals, Browne-Marshall reminds us that dissent is always meaningful and impactful. In fact, reading this book is an act of protest. Find Professor Gloria J. Browne-Marshall at her website and on Instagram. And find host Sullivan Summer at her website, on Instagram, and on Substack where she and Gloria continued their conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/african-american-studies