Podcasts about exports

In this episode, we explore the strange signals people use to interpret global events, from Pentagon pizza orders and satellite data to the Big Mac Index and other unconventional measures of economic reality. We examine the decline of Google search, the rise of AI-powered alternatives, and why new tools are changing how people actually find information. For the “foolishness of the week”, we detail an unfortunate incident involving a piece of World War I artillery, before turning to a broader cultural debate about nostalgia for the 1950s. With guest Andrew Heaton, we unpack myths about work, gender roles, housing, healthcare, and prosperity, comparing mid-century life to modern standards of living. Along the way, we discuss food abundance, technological progress, wage compensation, inequality, and whether people genuinely want to return to the past or simply romanticize it from a distance. 00:00 Introduction and Overview 00:28 Pentagon Pizza Orders and “Pizza Intelligence” 02:51 Proxy Signals, Satellite Data, and the Waffle House Index 04:25 The Big Mac Index and Measuring Cost of Living 05:00 The Decline of Google Search and Sponsored Results 07:19 Switching Search Engines and the Myth of Google Monopoly 09:54 AI Search Tools and Why They Actually Work 11:28 Foolishness of the Week: World War I Artillery Incident 13:43 How Bad Ideas Escalate at Parties 15:51 Introducing Andrew Heaton 16:39 Was the 1950s a Time or a Place? 18:43 Economic Reality vs 1950s Nostalgia 20:58 Women's Work, Household Labor, and Misleading Myths 23:56 Food Costs, Eating Out, and Modern Abundance 25:46 Medicine, Lifespan, and Why 50s Healthcare Was Worse 27:57 Housing Size, Zoning, and the Cost of Homes 30:01 Cars, Air Conditioning, and Quality of Life Improvements 31:17 Mortgage Rates and Why Housing Feels Unaffordable Now 34:02 Manufacturing, Exports, and the “We Don't Make Anything” Myth 35:35 Agricultural Productivity and Modern Farming 37:19 Food Waste as a Measure of Prosperity 37:42 Great Depression Scarcity and Generational Habits 39:59 Transportation Costs and Higher Quality Modern Vehicles 42:50 Car Safety, Seatbelts, and Survival Rates 43:42 Wages, Benefits, and What “Compensation” Really Means 45:29 What the 1950s Actually Did Better 47:52 Inequality, Community, and Social Capital in the 50s 49:44 Technology, Isolation, and Choosing Modern Life 52:05 Longing for Silence from Technology 53:18 The Mythology of Happy Days Learn more about your ad choices. Visit podcastchoices.com/adchoices

Let's talk about the current state of electronic warfare in the Ukraine War and how Iran is fitting into all this.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3Z7bTIt

Everyone knows Nike and Tillamook, but countless other popular products and brands got their start in our region —  and many of them have unexpected stories. Today on City Cast Portland, we're sharing a fresh round of our favorite city and state exports: things that got their start here, but have become household names well beyond our fair city. Joining host Claudia Meza on the show are our very own producers, John Notarianni and Giulia Fiaoni. Become a member of City Cast Portland today! Get all the details and sign up here.  Who would you like to hear on City Cast Portland? Shoot us an email at portland@citycast.fm, or leave us a voicemail at 503-208-5448. Want more Portland news? Then make sure to sign up for our morning newsletter and be sure to follow us on Instagram.  Looking to advertise on City Cast Portland? Check out our options for podcast and newsletter ads at citycast.fm/advertise. Learn more about the sponsors of this February 5th episode: Oregon Ballet Neo Home Loans Pivot Portland

Episode 209 with Dara Adekunle, Managing Partner and CEO of FARMTIES Capital, an investment firm financing export oriented African agribusinesses and strengthening Africa's role in global trade.Dara brings deep experience in impact investing, innovative finance, and international trade to this conversation on one of the most critical and under examined constraints to Africa's economic growth the trade finance gap facing agricultural SMEs.In this episode, we explore why Africa's challenge is not agricultural production, but the lack of working capital, trade infrastructure, and risk appropriate financing needed to move goods from farms to global markets. Dara explains how FARMTIES Fund I, a 50 million dollar profit sharing trade finance fund, is unlocking capital for export ready agribusinesses across West and East Africa, with strong market linkages to North America and Europe.From blended finance and technical assistance to compliance, traceability, and ESG standards, this conversation breaks down how African SMEs can become bankable, competitive, and scalable in global food markets. Dara also unpacks why gender inclusive and climate resilient value chains are not only good for impact, but essential for long term commercial success.What We Discuss With DaraWhy Africa's biggest constraint to agribusiness growth is the trade finance gap rather than production capacityHow profit sharing trade finance and blended capital structures can de risk African agricultureTurning compliance, traceability, and ESG requirements into competitive advantages for African exportersThe commercial case for gender inclusive and climate resilient agricultural value chainsWhat founders, investors, and policymakers must change to unlock Africa's export led growthDid you miss my previous episode where I discuss Financial Inclusion, Entrepreneurship, and How to Build Markets That Work in Africa? Make sure to check it out!Connect with Terser:LinkedIn - Terser AdamuInstagram - unlockingafricaTwitter (X) - @TerserAdamuConnect with Dara:LinkedIn - Oluwadara (Dara) Adekunle and Farmties Capital LimitedMany of the businesses unlocking opportunities in Africa don't do it alone. If you'd like strategic support on entering or expanding across African markets, reach out to our partners ETK Group: www.etkgroup.co.ukinfo@etkgroup.co.uk

Grain futures were lower and livestock futures finished higher Monday. Ross Baldwin of AgMarket.net recaps Monday's factors. Topics: - North American geopolitical - South American weather - Exports and inspections - Gold @ $5k+ - Cattle on Feed report - Keys moving ahead

I just flew back to the States, after just a week of re-adjusting to the time here in Malaysia. When this podcast dropped on the 24th, I'll was somewhere between Macau, HKG and LAX. This week we discuss China’s current tourist climate, as well as the transit-without-visa (TWOV) scheme, followed by a short look at whether China’s role is as a David (Underdog) or Goliath. Then, after working through a pro-China propaganda piece about one of my favorite cities, Macau, we look at all of the cities to pray for this coming week, including the one where my China career nearly ended as soon as it had begun. I'm your China travel guide in exile, Missionary Ben. Follow me on X (@chinaadventures) where I share a new Chinese city or county to pray for every single day. Email anytime: chinacompass@privacyport.com. All my books, substack, patreon, and everything else can be easily found at PrayGiveGo.us! The Millionaire Missionary (BordenofYale.com) - Available on Kindle/Amazon (free PDF) China Inbound Travel Info https://mize.tech/blog/inbound-travel-china-a-massive-opportunity-unfolds/ Is China a David, or a Goliath? China is already the economic Goliath it does not want to be seen as Andrew Sharp, Nikkei Asia opinion editor China’s year-end numbers underscored the brute force of its export machine: a trade surplus tipped at about $116 billion…according to JPMorgan economist Tingting Ge. But there was no victory lap. Exports have defied the gloom for 2025, but the domestic economy is still sputtering. Henny Sender writes that China "does not see itself as a giant imposing its mighty production machine on its neighbors and partners. Instead, it sees itself as frail and vulnerable; a country with neither the resources for food security nor energy security; a David rather than a Goliath." Pro-CCP Macau Propaganda https://www.globaltimes.cn/page/202412/1325081.shtml Now let's take a look at this coming week's Pray for China (PrayforChina.us) cities… https://chinacall.substack.com/p/pray-for-china-jan-26-31-2026 (Available Jan 25) Thank you for listening! Subscribe and leave a review on your favorite podcast platform! There’s also a Paypal link at PrayforChina.us if you’d like to give to our China ministry. Last but not least, for (almost) everything else we’re doing visit PrayGiveGo.us. Luke 10, vs 2: the harvest is plentiful but the workers are few, therefore ask the Lord for more. Talk again soon!

I’m about to fly back to the States, after just a week of re-adjusting to the time here in Malaysia. When this podcast drops early on the 24th, I'll be in China or Macau on my way to catch a flight from HKG to LAX. This week we discuss China’s current tourist climate, as well as the transit-without-visa (TWOV) scheme, followed by a short look at whether China’s role is as a David (Underdog) or Goliath. Then, after working through a pro-China propaganda piece about one of my favorite cities, Macau, we look at all of the cities to pray for this coming week, including the one where my China career nearly ended as soon as it had begun. I'm your China travel guide in exile, Missionary Ben. Follow me on X (@chinaadventures) where I share a new Chinese city or county to pray for every single day. Email anytime: chinacompass@privacyport.com. All my books, substack, patreon, and everything else can be easily found at PrayGiveGo.us! The Millionaire Missionary (BordenofYale.com) - Available on Kindle/Amazon (free PDF) China Inbound Travel Info https://mize.tech/blog/inbound-travel-china-a-massive-opportunity-unfolds/ Is China a David, or a Goliath? China is already the economic Goliath it does not want to be seen as Andrew Sharp, Nikkei Asia opinion editor China’s year-end numbers underscored the brute force of its export machine: a trade surplus tipped at about $116 billion…according to JPMorgan economist Tingting Ge. But there was no victory lap. Exports have defied the gloom for 2025, but the domestic economy is still sputtering. Henny Sender writes that China "does not see itself as a giant imposing its mighty production machine on its neighbors and partners. Instead, it sees itself as frail and vulnerable; a country with neither the resources for food security nor energy security; a David rather than a Goliath." Pro-CCP Macau Propaganda https://www.globaltimes.cn/page/202412/1325081.shtml Now let's take a look at this coming week's Pray for China (PrayforChina.us) cities… https://chinacall.substack.com/p/pray-for-china-jan-26-31-2026 (Available Jan 25) Thank you for listening! Subscribe and leave a review on your favorite podcast platform! There’s also a Paypal link at PrayforChina.us if you’d like to give to our China ministry. Last but not least, for (almost) everything else we’re doing visit PrayGiveGo.us. Luke 10, vs 2: the harvest is plentiful but the workers are few, therefore ask the Lord for more. Talk again soon!

Bob responds to James Rickards' recent tweet on record U.S. gold exports driving an improved trade balance, walking through the official data on non-monetary gold, Trump-era tariff uncertainty, and the broader question of what chronic trade deficits really mean in a post-gold-standard world. Related:The Charts Used in this Episode: Mises.org/HAP535aPoliticians don't build prosperity. Entrepreneurs do. Join Keith Smith, Caitlin Long, Ryan McMaken, Per Bylund, and Timothy Terrell for our first event of 2026: Mises.org/HAHCThe Mises Institute is giving away 100,000 copies of Hayek for the 21st Century. Get your free copy at Mises.org/HAPodFree

Bob responds to James Rickards' recent tweet on record U.S. gold exports driving an improved trade balance, walking through the official data on non-monetary gold, Trump-era tariff uncertainty, and the broader question of what chronic trade deficits really mean in a post-gold-standard world. Related:The Charts Used in this Episode: Mises.org/HAP535aBob's Recent Talk on Trade Deficits: Mises.org/HAP535bBob's Econlib Article on Oil Prices: Mises.org/HAP535cPoliticians don't build prosperity. Entrepreneurs do. Join Keith Smith, Caitlin Long, Ryan McMaken, Per Bylund, and Timothy Terrell for our first event of 2026: Mises.org/HAHCThe Mises Institute is giving away 100,000 copies of Hayek for the 21st Century. Get your free copy at Mises.org/HAPodFree

China's Trade Hits Record $6.5 Trillion as Exports Move Up the Value Chain and “Circle of Friends” Expands by Capital FM

Check out this podcast on youtube! This week Lucas and Mike discuss the export report this morning, bear flag technical in the corn market, PLC/ARC news, and crop insurance protection. Its all about the $4 mark today. Listen in and or watch with slides now on youtube at the link below.  https://www.youtube.com/@proagmarketing

Buoyed by record-level feedgas demand and several planned export terminals reaching important development milestones, 2025 was a banner year for U.S. LNG. Today, we'll examine some of the sector's near-term challenges and look at where demand could increase in the long term.

Amid a global context of eroding multilateralism and rising US trade wars, Mercosur and the European Union are trying to create a shared market for more than 700 million people. The proposed free trade zone for goods and services encompasses 27 European countries, plus Brazil, Argentina, Paraguay and Uruguay on the other side of the Atlantic, with Bolivia in the process of joining as well. Combined, the economies involved in the deal make up for approximately 20% of global GDP.The deal was finally signed on January 17, after more than 26 years of back-and-forth negotiations. But yet again, European farming countries are doing whatever they can to stall its implementation. On January 21, European lawmakers backed a resolution to seek an opinion from the EU's Court of Justice on whether the free-trade deal complies with existing EU treaties.That could stall the deal by up to two years — although the agreement's backers, such as Germany, are trying to go ahead and implement it on a provisional basis until the court says its piece. Send us your feedbackSupport the show

Concern about the possibility of a Chinese attack against Taiwan has surged in recent years. Wargames and research studies have focused primarily on identifying gaps in US and allied capabilities with the goal of strengthening deterrence. A relatively understudied question, however, is the potential consequences for China if a military operation against Taiwan were to fail. To address this gap, the German Marshall Fund led a study of the possible costs that China would incur across four different, but interrelated areas: the Chinese economy, the military, Chinese social stability, and international costs.GMF commissioned four papers on these key areas. We considered two scenarios that could realistically take place in the next five years. In the first scenario, a minor skirmish escalated into a multi-week maritime blockade of Taiwan by China. Although several dozen members of the Chinese and Taiwanese military were killed, US intervention eventually forced China to de-escalate.  In the second scenario, a conflict escalated into a full-fledged invasion, with Chinese strikes on not only Taiwan but also U.S. forces in Japan and Guam. After several months of heavy fighting, Chinese forces were degraded and eventually withdrew after suffering many tens of thousands of casualties.The authors found that the costs to China of a failed military action against Taiwan would likely be considerable. We believe their findings are important and warrant wide dissemination. In this podcast, we'll discuss the report's major conclusions and implications. Then we'll talk about the potential impact of a failed Chinese attempt to take Taiwan on China's military capabilities and the possible international costs that Beijing could face.  Our next two China Global podcasts will examine the implications of a failed military operation against Taiwan for China's economy and social stability.Our guests today are Zack Cooper and Joel Wuthnow. Zack is a senior fellow at the American Enterprise Institute and lecturer at Princeton University.  Joel is a senior research fellow in the Center for the Study of Chinese Military Affairs within the Institute for National Strategic Studies at NDU. Joel's paper and this interview reflect only his personal views and not those of the National Defense University, the Department of War, or the US government.Timestamps: [00:00] Introduction  [03:22] Implications for China, the United States, and Taiwan [06:31] Actions to Strengthen Deterrence  [08:50] Evaluating Costs and Risks for Chinese Decisionmakers[11:46] Lessons Learned for the PLA [14:05] Steps to Avoid Another Attack [17:14] Intensifying Frictions between Party and Military?  [19:53] Anticipating US Intervention as a Military Variable [22:49] Countries and Organizations Likely to Respond to China[25:55] Potential Diplomatic Actions and Costs[31:50] A Treaty Alliance with Taiwan [34:44] Why International Costs Matter to China

Daniel Lam talks about China's latest GDP figure, how the growth has become reliant upon exports, and the implications for investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Those massive AI data centers going in across the country can use as much energy as an entire city. President Trump said this week he wants tech companies to "pay their own way," and touted a new Microsoft pledge to bear the full cost of their AI energy needs.Plus, Apple announces its long awaited new AI Siri will be powered by Google.But first, Nvidia can once again export its second best H200 chips to China if it follows some new security rules and pays the U.S. government 25% of its sales. Marketplace's Meghan McCarty Carino spoke with Anita Ramaswamy, columnist at The Information, to discuss all these topics on this week's “Marketplace Tech Bytes: Week in Review.”

Those massive AI data centers going in across the country can use as much energy as an entire city. President Trump said this week he wants tech companies to "pay their own way," and touted a new Microsoft pledge to bear the full cost of their AI energy needs.Plus, Apple announces its long awaited new AI Siri will be powered by Google.But first, Nvidia can once again export its second best H200 chips to China if it follows some new security rules and pays the U.S. government 25% of its sales. Marketplace's Meghan McCarty Carino spoke with Anita Ramaswamy, columnist at The Information, to discuss all these topics on this week's “Marketplace Tech Bytes: Week in Review.”

00:00 Intro00:58 Expert: China's Taiwan Takeover Plan Could Be Delayed01:34 10 Generals Absent From Top Anti-Corruption Meeting02:22 Expert: Xi Might Have Lost Control Over the Military04:00 Denmark: U.S. Takeover of Greenland Not Necessary05:39 China's Trade Surplus Hits Record; Exports to U.S. Drop06:50 China EVs Face EU Tariffs or Sales Limits07:30 Trump: To Be Anti-Tariff Is to Be Pro-China08:12 U.S. Approves NVIDIA H200 Chip Exports to China09:12 Activists Urge Int'l Leaders to Support Iranian People11:16 Videos: Chinese Police Practice Shooting at Civilians11:53 Authorities Link China-Made Airbags to Fatal Crashes12:52 Crane Falls on Train in Thailand, China Involved14:58 Proposed Chinese Embassy in London Raises Security Concerns16:31 As Iran Protests Grow, Lessons From the Arab Spring

The US government provides conditional clearance for Nvidia to export H200 chips to China, sources say Chinese authorities instructed customs officials to block the entry of H200 chips with limited exemptions, and Roblox faces issues with age-verification rollout. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all ourContinue reading "US Govt Approves Conditional Nvidia H200 Exports to China – DTH"

The Welsh government has implemented its Sustainable Farming Scheme or SFS. There are three levels for farmers to join: first, Universal Actions which all farmers have to comply with to get funding; then optional enhanced actions; and finally collaborative projects. Wales' Cabinet Secretary for Climate Change and Rural Affairs Huw Irranca-Davies says the collaborative approach the government used to create the SFS is needed to tackle river pollution.All week we're talking about cheese. In 2024 UK cheese exports were worth £887 million, around three quarters of that was destined for Europe. Last year DEFRA announced sanitary and phytosanitary agreement between the UK and EU, aimed at reducing paperwork for agri-food exports by aligning standards. One dairy exporter, Coombe Castle International, says there's growing demand in Asia, the US and Australia too.Farmers are heading to the NEC in Birmingham for the big machinery show: LAMMA. It's a showcase for all that's high-tech in agriculture. We ask one of the organisers what's new, and whether farmers are feeling confident enough to buy.Presenter = Anna Hill Producer = Rebecca Rooney

Exports of U.S. pork posted a strong month in October, as U.S. Meat Export Federation President and CEO Dan Halstrom, explains. Source: USMEFSee omnystudio.com/listener for privacy information.

China's customs administration unveiled its latest trade data this Wednesday and announced that the country saw a record trade surplus last year, topping $1.19 trillion, which is about 20 percent higher than in 2024. Exports continued to surge, showing the Chinese economy's reliance on supplying external markets as domestic consumption fails to pick up. Also in this edition, iconic New York department store brand Saks Global files for bankruptcy.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

We kick off the first Openwork episode of 2026 by breaking down the latest watch price increases from Rolex, Audemars Piguet, and Tudor, with a sharp focus on why U.S. buyers are seeing significantly higher jumps than Europe and the UK. We unpack how tariffs, currency swings, commodity prices, and inflation are converging—and why, once prices move up, they almost never come back down. We also contrast how mega-brands and independents respond very differently to these pressures. From there, we dig into new data showing a real slowdown in the Swiss watch industry. Exports are down sharply, job losses are mounting, and more brands are relying on Switzerland's short-time work programs to stabilize their workforce. We explore the downstream effects of trade friction on suppliers, labor, and long-term pricing, and why government intervention has become a critical backstop for the industry. We close by reacting to early 2026 industry predictions, including claims that larger watch case sizes are making a comeback. Using actual sales data, we question whether this is a real shift or just cyclical online chatter, and look ahead to Watches and Wonders and what recent brand moves may signal about creativity, retail strategy, and power dynamics in the year ahead. Hosted by Asher Rapkin and Gabe Reilly, co-founders of Collective Horology, Openwork goes inside the watch industry. You can find us online at collectivehorology.com. To get in touch with suggestions, feedback or questions, email podcast@collectivehorology.com.

PREVIEW FOR LATER TODAY: Alan Tonelson forecasts a difficult year for the PRC's economy in 2026, citing deflation and a property collapse. He predicts a strong global backlash against the surge of Chinese exports, which threaten foreign manufacturing sectors, as trading partners begin to prioritize their own national economic interests.1939 SHANGHAI

Australia's billion-dollar beef trade faces a massive shakeup as China imposes a new 55 per cent tariff on imports that exceed strictly capped annual quotas. While the Chinese government claims the move will protect its farmers from oversupply, Australian industry leaders and the Federal Opposition warn the tariff increase breaches the spirit of Australia's long-standing free trade agreement with China. - Многомиллиардный рынок австралийской говядины переживает серьёзные потрясения после того, как Китай ввёл новый 55%-ый тариф на импорт, превышающий строго установленные годовые квоты.

China has decided to strengthen the export control on dual-use items to Japan, effective Tuesday. The move is in line with the country's export control law.

Australia's billion-dollar beef trade faces a massive shakeup as China imposes a new 55 per cent tariff on imports that exceed strictly capped annual quotas. While the Chinese government claims the move will protect its farmers from oversupply, Australian industry leaders and the Federal Opposition warn the tariff increase breaches the spirit of Australia's long-standing free trade agreement with China.

Stocks kicked off trading in the new year on a positive note with US equity-index futures advancing, while gold and silver gained. Trading is thin across the Asia-Pacific, with several markets shut for the holidays. Also, South Korea's exports maintained growth momentum, supported by strong semiconductor demand, easing concerns over global trade protectionism and tariff-related uncertainty that had weighed on the country for much of the year. For more on the market action, we turn to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. Chinese President Xi Jinping says China has met the targets in its 14th Five-Year Plan for economic development in the 2021-2025 period, according to his New Year's Eve message. Xi highlights achievements in AI large models and chip R&D, and says China has become one of the economies with the fastest growing innovation capabilities. For more on the outlook for the Chinese economy for the year and what is ahead for the Asia Pacific, we speak to Stephanie Leung, Chief Investment Officer at StashAway. See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

The Anderson Chapter 11 filing isn't an isolated failure—it's a signal. On the Hay Kings podcast, Don Schilling explains why years of distorted market signals, excess press capacity, and non-profit-driven capital reshaped the hay export industry. This episode is required listening for growers, exporters, lenders, and anyone paid by the ton. Hosted by Jon Paul Driver  Sponsored by Krone - Dedicated to Hay and Forage Growers Learn more at Hay-Kings.com

REVIEW AUSTRALIA CRITICIZED FOR KOWTOWING TO CHINA DESPITE DISDAIN Colleague Grant Newsham. Grant Newsham criticizes the Australian government for "kowtowing" to China due to a dependence on raw material exports. Despite China treating Australia with disdain—sending naval patrols and calling the nation "gum on your shoe"—Canberra continues these dealings rather than diversifying trade toward friendly allies. BOOTH BAY.

HEADLINES:• Kalshi Adds Binance's BNB for Deposits and Withdrawals• Ronaldo, Georgina Rodríguez buy luxury villas at Saudi Arabia's Red Sea destination• US Watchdog Reviews Ethics Probe Request Into Trump Officials Over Chip Export Deal• The Future of Trading in the UAE: A Conversation with Traders Hub's Hafez BakerNewsletter: https://aug.us/4jqModrWhatsApp: https://aug.us/40FdYLUInstagram: https://aug.us/4ihltzQTiktok: https://aug.us/4lnV0D8Smashi Business Show (Mon-Friday): https://aug.us/3BTU2MY

On this episode of Openwork, we dig into the long-awaited reduction of U.S. tariffs on Swiss watches, which finally dropped from 39% to 15% after weeks of confusion and delay. We explain what actually changed, why the rollout took more than a month after the initial agreement, and how the U.S. customs system ultimately flipped the switch. While the lower rate is meaningful relief for the industry, we also talk through the real-world complications around retroactivity, post-summary corrections, and why many shipments were still hit with the higher rate during the transition period. From there, we zoom out to look at what the latest export data is telling us about the health of the watch market in 2025. Swiss watch exports to the U.S. have fallen sharply, contributing to one of the toughest post-COVID years for the industry despite strength at the very high end. We discuss how tariffs, currency swings, delayed shipments, and tighter payment terms create knock-on effects that ripple through brands, suppliers, and retailers long before they show up clearly in headline numbers. We also cover a few developments that stood out to us, including LVMH's growing momentum in fine watchmaking and its increasingly visible role in the independent space, as well as the surprising strength of jewelry-focused brands like Van Cleef & Arpels in the secondary market. Finally, we close with a hands-on discussion of the new Omega Seamaster Planet Ocean, looking at where it succeeds, where it falls short, and what it says about Omega's broader strategy as it continues to define itself against Rolex. Hosted by Asher Rapkin and Gabe Reilly, co-founders of Collective Horology, Openwork goes inside the watch industry. You can find us online at collectivehorology.com. To get in touch with suggestions, feedback or questions, email podcast@collectivehorology.com.

The U.S. agricultural export scenario experienced a transformation in 2025, with diversification of export destinations emerging as an important factor for both the corn and soybean markets. NAFB News ServiceSee omnystudio.com/listener for privacy information.

Turkel describes the genocidal targeting of women through forced sterilization and sexual violence, comparing these atrocities to the Holocaust. He also exposes how the Chinese state exploits Uyghur slave labor for global exports, implicating Western consumers in funding the regime's "industrial scale" oppression through tainted supply chains. 1940

This extraordinary year continues to deliver new surprises for the air cargo sector and the world alike, particularly in the field of cross-border e-commerce logistics. As highlighted in our E-commerce Report on page 4, higher US tariffs and the end of US 'de minimis' exemptions have had a profound impact on e-commerce flows, prompting a significant shift in China-US freighter capacity to other markets globally. An initial steep decline in air freight volumes from China to the US has subsequently moderated, although it is still significant – especially from Hong Kong and southern China. Exports of low-value and e-commerce goods from China to Europe are up by around 60% – double the growth rate a year ago. Some European airports such as Budapest (BUD) have seen their overall air cargo volumes rise by close to 50% this year, although the rapid growth began even before US President Trump's interventions this year. Çelebi Group CEO Dave Dorner, in an interview on page 12, estimates that cargo through BUD has risen by around 200% in the last two years. As the Europe Report highlights (page 20), Europe's top 10 cargo airports have seen barely 1% growth in international air cargo traffic this year, whereas smaller, specialist cargo airports – often favoured by e-commerce shippers – have grown much more rapidly. Alongside BUD, Prague, Warsaw, Liège, Brussels, and East Midlands airports have reported significant rises in cargo traffic. Elsewhere, various cargo airports in Asia have recorded strong growth again this year, with southeast Asian countries including Vietnam and Thailand among those helping to replace China as sources for US imports. Another highlight in Asia is India, as the country's exports and air cargo capabilities continue to build. Those capabilities will include a new major airport for the Mumbai Metropolitan Region from the end of this year with the opening of Navi Mumbai International Airport (page 34). Its opening as 'complementary capacity' to BOM marks a key stage in the fulfilment of a dual-airport strategy for the region, and for India's air cargo market. The new airport is also less than 20km north of India's largest container port, JNPT, and there are ambitious plans to create synergies between these air and ocean nodes. Potential synergies between air and ocean freight are a recurring theme in this edition of CAAS, highlighted in the interview with Kale Logistics' CEO Amar More on page 28, along with the potential of Ai within air cargo. Both also featured among the discussions at October's ACHL conference in Copenhagen (page 46). But speakers at ACHL cautioned that the potential of Ai within air cargo was limited by the quality of the data that feed it, which must remain a priority focus area for stakeholders throughout the sector.

PREVIEW: Mary Kissel characterizes Xi Jinping as a "committed Marxist Leninist" who retains power through brutality despite China's economic collapse. She argues Xi uses leverage, such as restricting critical mineral exports, to force the US into trade negotiations, prioritizing alliances with rogue nations over his own people's economic well-being.

This week we talk about NVIDIA, AI companies, and the US economy.We also discuss the US-China chip-gap, mixed-use technologies, and export bans.Recommended Book: Enshittification by Cory DoctorowTranscriptI've spoken about this a few times in recent months, but it's worth rehashing real quick because this collection of stories and entities are so central to what's happening across a lot of the global economy, and is also fundamental, in a very load-bearing way, to the US economy right now.As of November of 2025, around the same time that Nvidia, the maker of the world's best AI-optimized chips at the moment became the world's first company to achieve a $5 trillion market cap, the top seven highest-valued tech companies, including Nvidia, accounted for about 32% of the total value of the US stock market.That's an absolutely astonishing figure, as while Nvidia, Apple, Microsoft, Alphabet, Amazon, Broadcom, and Meta all have a fairly diverse footprint even beyond their AI efforts, a lot of that value for all of them is predicated on expected future income; which is to say, their market caps, their value according to that measure, is determined not by their current assets and revenue, but by what investors think or hope they'll pull in and be worth in the future.That's important to note because historically the sorts of companies that have market caps that are many multiples of their current, more concrete values are startups; companies in their hatchling phase that have a good idea and some kind of big potential, a big moat around what they're offering or a blue ocean sub-industry with little competition in which they can flourish, and investment is thus expected to help them grow fast.These top seven tech companies, in contrast, are all very mature, have been around for a while and have a lot of infrastructure, employees, expenses, and all the other things we typically associated with mature businesses, not flashy startups with their best days hopefully ahead of them.Some analysts have posited that part of why these companies are pushing the AI thing so hard, and in particular pushing the idea that they're headed toward some kind of generally useful AI, or AGI, or superhuman AI that can do everyone's jobs better and cheaper than humans can do them, is that in doing so, they're imagining a world in which they, and they alone, because of the costs associated with building the data centers required to train and run the best-quality AI right now, are capable of producing basically an economy's-worth of AI systems and bots and machines operated by those AI systems.In other words, they're creating, from whole cloth, an imagined scenario in which they're not just worthy of startup-like valuations, worthy of market caps that are tens or hundreds of times their actual concrete value, because of those possible futures they're imagining in public, but they're the only companies worthy of those valuation multiples; the only companies that matter anymore.It's likely that even if this is the case, that the folks in charge of these companies, and the investors who have money in them who are likely to profit when the companies grow and grow, actually do believe what they're telling everyone about the possibilities inherent in building these sorts of systems.But there also seems to be a purely economic motive for exaggerating a lot and clearing out as much of the competition as possible as they grow bigger and bigger. Because maybe they'll actually make what they're saying they can make as a result of all that investment, that exuberance, but maybe, failing that, they'll just be the last companies standing after the bubble bursts and an economic wildfire clears out all the smaller companies that couldn't get the political relationships and sustaining cash they needed to survive the clear-out, if and when reality strikes and everyone realizes that sci-fi outcome isn't gonna happen, or isn't gonna happen any time soon.What I'd like to talk about today is a recent decision by the US government to allow Nvidia to sell some of its high-powered chips to China, and why that decision is being near-universally derided by those in the know.—In early December 2025, after a lot of back-and-forthing on the matter, President Trump announced that the US government will allow Nvidia, which is a US-based company, to export its H200 processors to China. He also said that the US government will collect a 25% fee on these sales.The H200 is Nvidia's second-best chip for AI purposes, and it's about six-times as powerful as the H20, which is currently the most advanced Nvidia chip that's been cleared for sale to China. The Blackwell chip that is currently Nvidia's most powerful AI offering is about 1.5-times faster than the H200 for training purposes, and five-times faster for AI inferencing, which is what they're used for after a model is trained, and then it's used for predictions, decisions, and so on.The logic of keeping the highest-end chips from would-be competitors, especially military competitors like China, isn't new—this is something the US and other governments have pretty much always done, and historically even higher-end gaming systems like Playstation consoles have been banned for export in some cases because the chips they contained could be repurposed for military things, like plucking them out and using them to guide missiles—Sony was initially unable to sell the Playstation 2 outside of Japan because it needed special permits to sell something so militarily capable outside the country, and it remained unsellable in countries like Iraq, Iran, and North Korea throughout its production period.The concern with these Nvidia chips is that if China has access to the most powerful AI processors, it might be able to close the estimated 2-year gap between US companies and Chinese companies when it comes to the sophistication of their AI models and the power of their relevant chips. Beyond being potentially useful for productivity and other economic purposes, this hardware and software is broadly expected to shape the next generation of military hardware, and is already in use for all sorts of wartime and defense purposes, including sophisticated drones used by both sides in Ukraine. If the US loses this advantage, the thinking goes, China might step up its aggression in the South China Sea, potentially even moving up plans to invade Taiwan.Thus, one approach, which has been in place since the Biden administration, has been to do everything possible to keep the best chips out of Chinese hands, because that would ostensibly slow them down, make them less capable of just splurging on the best hardware, which they could then use to further develop their local AI capabilities.This approach, however, also incentivized the Chinese government to double-down on their own homegrown chip industry. Which again is still generally thought to be about 2-years behind the US industry, but it does seem to be closing the gap rapidly, mostly by copying designs and approaches used by companies around the world.An alternative theory, the one that seems to be at least partly responsible for Trump's about-face on this, is that if the US allows the sale of sufficiently powerful chips to China, the Chinese tech industry will become reliant on goods provided by US companies, and thus its own homegrown AI sector will shrivel and never fully close that gap. If necessary the US can then truncate or shut down those shipments, crippling the Chinese tech industry at a vital moment, and that would give the US the upper-hand in many future negotiations and scenarios.Most analysts in this space no longer think this is a smart approach, because the Chinese government is wise to this tactic, using it itself all the time. And even in spaces where they have plenty of incoming resources from elsewhere, they still try to shore-up their own homegrown versions of the same, copying those international inputs rather than relying on them, so that someday they won't need them anymore.The same is generally thought to be true, here. Ever since the first Trump administration, when the US government started its trade war with China, the Chinese government has not been keen on ever relying on external governments and economies again, and it looks a lot more likely, based on what the Chinese government has said, and based on investments across the Chinese market on Chinese AI and chip companies following this announcement, that they'll basically just scoop up as many Nvidia chips as they can, while they can, and primarily for the purpose of reverse-engineering those chips, speeding up their gap-closing with US companies, and then, as soon as possible, severing that tie, competing with Nvidia rather than relying on it.This is an especially pressing matter right now, then, because the US economy, and basically all of its growth, is so completely reliant on AI tech and the chips that are allowing that tech to move forward.If this plan by the US government doesn't pan out and ends up being a short-term gain situation, a little bit of money earned from that 25% cut the government takes, and Ndvidia temporarily enriching itself further through Chinese sales, but in exchange both entities give up their advantage, long term, to Chinese AI companies and the Chinese government, that could be bad not just for AI companies around the world, which could be rapidly outcompeted by Chinese alternatives, but also all economies exposed to the US economy, which could be in for a long term correction, slump, or full-on depression.Show Noteshttps://www.nytimes.com/2025/12/09/us/politics/trump-nvidia-ai-chips-china.htmlhttps://arstechnica.com/tech-policy/2025/12/us-taking-25-cut-of-nvidia-chip-sales-makes-no-sense-experts-say/https://www.pcmag.com/news/20-years-later-how-concerns-about-weaponized-consoles-almost-sunk-the-ps2https://archive.is/20251211090854/https://www.reuters.com/world/china/us-open-up-exports-nvidia-h200-chips-china-semafor-reports-2025-12-08/https://theconversation.com/with-nvidias-second-best-ai-chips-headed-for-china-the-us-shifts-priorities-from-security-to-trade-271831https://www.economist.com/business/2025/12/09/donald-trumps-flawed-plan-to-get-china-hooked-on-nvidia-chipshttps://www.scmp.com/tech/tech-trends/article/3335900/chinas-moore-threads-unveil-ai-chip-road-map-rival-nvidias-cuda-systemhttps://www.investopedia.com/nvidia-just-became-the-first-usd5-trillion-company-monitor-these-crucial-stock-price-levels-11839114https://aventis-advisors.com/ai-valuation-multiples/ This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  The latest economic data out of China is flashing warning signs everywhere. Retail sales are barely growing, industrial production is slowing, fixed asset investment is falling, and property investment has collapsed nearly 16%. Home prices are sliding, millions have their wealth tied up in unfinished or overbuilt real estate, and confidence in the future is evaporating.China is running a massive trade surplus—nearly $1 trillion so far this year—but that export dominance is masking much deeper problems at home. Consumer spending remains weak, unemployment among young people is high, the population is aging, and there's no real social safety net to fall back on. Without exports flooding global markets, the situation would look far worse.In this episode, Chris discusses why command-and-control economics never work, how Xi Jinping reversed years of liberalization, and why governments—whether in Beijing or Washington—fail when they try to pick winners and losers. From China's real estate bust to the dot-com era lessons of pets.com versus Amazon, the message is the same: when government micromanages the economy, bad outcomes follow. The free market, not central planners, is what drives real growth.

Stephen Grootes speaks to Dr Ralph Mathekga about his career journey, Warren Ingram about how investors can take advantage of the positive economy outlook, Dr Rutendo Hwingidwi on some of the biggest business stories in the continent and Wendy Knowler about the importance of checking the starting dates for your warranty and service plan. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Send us a textIn this episode, Eric Relph from Comstock Investments discusses the current state of agricultural markets, focusing on export sales, market reactions, and technical analysis. He highlights the importance of China as a buyer and the impact of economic trends on commodities like soybeans, corn, and cattle. The conversation also touches on the influence of equity futures on the cattle market and the overall sentiment in the agricultural sector as the holiday season approaches.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

New reporting reveals how China is boosting domestic AI chip makers even as President Trump eases Nvidia export restrictions. We dig into how Nvidia chips are at the heart of the battle for AI ecosystem dominance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Anthropic and Accenture strike a three-year partnership to sell AI services to businesses. And the EU has opened an antitrust investigation into Alphabet's Google. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

From the BBC World Service: European politicians have reached a provisional agreement to phase out imports of Russian gas by 2027. Exports of oil and gas have been crucial for Russia to fund its military campaign in Ukraine. Russia says Europe will be less competitive and that consumers will have to pay higher prices. Then, we'll check in on Japan's work-life balance and hear about a diamond-studded Faberge egg, which just sold at auction for $30 million.

From the BBC World Service: European politicians have reached a provisional agreement to phase out imports of Russian gas by 2027. Exports of oil and gas have been crucial for Russia to fund its military campaign in Ukraine. Russia says Europe will be less competitive and that consumers will have to pay higher prices. Then, we'll check in on Japan's work-life balance and hear about a diamond-studded Faberge egg, which just sold at auction for $30 million.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Welcome back! Today we're breaking down export sales, flash deals, China/Brazil soybean news, ethanol margins, and record-setting Black Friday spending.

Plus: SAP makes concessions to alleviate competition concerns in the EU. And the robotaxi race revs up in London. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices