Podcasts about exports

The federal government is moving to recover the regulatory costs of agricultural exports. The Cost Recovery Implementation program has been flagged in this week's Mid-Year Economic Financial Outlook. The Australian Live Exporters Council is calling on the government to go back to the drawing board. Rural Editor Emily Minney caught up with Chief Executive Mark Harvey Sutton about how it effects live exporters.See 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

There are plans to build a "grain complex" near Katherine as NT growers start planting wet season crops of cotton and sorghum.

I asked USDA research economist Catharine Weber about the quantity of potatoes consumed by people both in our country and world-wide.

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.

In today's Daily Stock Market News (Dec 17, 2025), we break down the key global and Indian market developments shaping investor sentiment.

Kia ora,Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.Today we start with news we are entering the end of year shadow of economic releases, but there are still some important things to come. And the upcoming sentiment signals as the holidays approach are not overly optimistic. Today tech industry concerns are weighing on equity markets.Elsewhere, US mortgage applications fell -3.8% last week, the biggest dip in a month. Applications to purchase a home declined -2.8% while home loan refinance fell -3.6%. Benchmark mortgage interest rates were little-changed.More Fed speakers were out overnight, with a Trump favourite (Christopher Waller) saying US rates can be cut by -1%. Waller is a candidate for a Trump nomination to replace Powell. But Atlanta Fed boss Bostic says any rate cuts now will just fuel inflation which he sees as already too high.In Canada, foreign investment in Canadian securities in October rose to their highest level since March 2022, a sharp rise from the high September level and far above what analysts were expecting.And we should note that the Bank of Canada is moving ahead with its plan to support an official stablecoin.Also in Canada, we should note they had their biggest dip in population in Q3-2025 as they effectively shut their doors to immigrants. It was their first-ever drop (outside the pandemic)In Japan, machinery orders, (but excluding volatile sectors such like ships and electric power systems), jumped +7.0% in October from September's good 4.2% gain. This is even better than expected, because a -2.3% decline was anticipated. The October level was also the highest since March.So it won't be a surprise to know that Japan's exports rose +6.1% in November from a year ago, the third consecutive monthly gain and better than the expected rise. In fact, it was the fastest pace in export shipments since February, and was driven by demand from the US who have just accepted that they have to pay their tariff-taxes. This gain pushed Japan back into a trade surplus.In Indonesia, their central bank left its policy rate unchanged in its meeting yesterday at 4.75%, as expected. They see inflation holding in its +/-1% target around 2.5%. In Europe there will be monetary policy decisions tonight, with the ECB expected to hold and the Bank of England to cut.The UST 10yr yield is now at 4.16%, little-changed from this time yesterday.The price of gold will start today at US$4332/oz, and up +US$35 from yesterday, and touching its record highs. Silver is at US$66.50/oz and a new record high. We should also keep an eye on platinum too, also near its recent record highs. 2026 could be "interesting" for precious metals.American oil prices are up +50 USc from yesterday at just over US$56/bbl, while the international Brent price is up +US$1 at just on US$60/bbl.The Kiwi dollar is down -10 bps from yesterday, at just on 57.8 USc. Against the Aussie we are +20 bps firmer at 87.5 AUc. Against the euro we are unchanged at 49.2 euro cents. That all means our TWI-5 starts today still just on 62, and little-changed from yesterday.The bitcoin price starts today at US$86,671 and down -1.0% from this time yesterday. Volatility over the past 24 hours has been moderate, at just on +/- 2.1%.Join us at 10:45am this morning when we will be reporting the Q3-2025 change in economic activity (GDP). Markets are expecting a +1.3% rise from a year ago, a +0.9% from Q2. And they are expecting Q2 to be revised up. Material variations from that will have financial market implications.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Singapore’s key exports surged 11.6% in November, well above expectations, driven by strong growth in pharmaceuticals and electronics. Over in Japan, exports rose 6.1%, led by robust demand from the US and Europe, even as shipments to China fell. Still in Asia, the Indian rupee hit fresh record lows, highlighting continued currency pressures across emerging markets. On Market View, Alexandra Parada speaks to Thilan Wickramasinghe, Head of Equity Research at Maybank Securities, to discuss more about the day’s biggest market movements.See omnystudio.com/listener for privacy information.

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.

See omnystudio.com/listener for privacy information.

Moneycontrol decodes what the falling rupee means for markets and investors, while an expert shares his take on what to expect from the RBI to control the currency volatility. Learn about a high-frequency trading firm that has silently become one of India's most powerful market players. Besides, find out how India's trade with the US has grown in October despite the tariffs. From market trends, regulatory changes and the Bondi beach shooting tragedy - we have it all in the latest Moneycontrol Editor's Picks. Plus, we also bring you the key voices from our Dezerv Wealth Summit held in Mumbai this week.

The State Government announces virtual fencing has been legalised in South Australia, calls for urgent reforms to address skyrocketing port charges imposed by the nation's stevedores, and many farmers close to finishing harvest across South Australia.

Food and fibre exports are set to reach a record $62 billion next year, up from the $60.4b record set this year. According to new reports, meat and wool revenue is set to rise 7 percent, horticulture 5 percent, forestry 2 percent, and dairy 1 percent. The Country's Jamie Mackay explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Three artists in their prime talk to The Art Show...CJ Hendry specialises in hyper-real paintings, but she's just as comfortable with the art of the spectacle as she is creating the art itself - her recent showcase exhibition in NY got shut down because it drew too many people.Fellow expat Ricky Swallow has been taking LA by storm with his striking bronze sculptures, but is returning home for his first foray into public art.And Sydney-based Pasifika artist Latai Taumoepeau's monumental work is a vital call to action on climate change. 

Markets weaker across grains as uninspiring export sales and large global crops dominate, while cattle firm, hogs softer, metals higher, energy and crypto retreat.

Australia beaks the record for most amount of beef exported in a calendar year, a surge in global dairy production and softer prices expected over the next six months, and the Kangaroo Island Ligurian Bee Company awarded for its agritourism business.

Kia ora,Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.Today we start with news the US Fed is struggling with its diverging views ahead of tomorrow's catch up non-farm payrolls report. Wall Street is dipping in anticipation. The oil price is falling on concerns demand is weakening.Overnight, two Fed speakers were out delivering different views. Trump insert Stephen Miran essentially called affordability concerns overblown and reckoned the data doesn't show an affordability problem. Whereas NY Fed boss John Williams sees 'resilience' and on-going price pressures.Meanwhile, the latest regional Fed factory survey is from the New York region and it turned into a contraction in December after two months of expansion. It was an unexpected turn lower. New orders held steady, and inflation pressures eased, but activity declined noticeably.On the home building front, the widely watched national survey of home builders remained glum, even if it did improve marginally. This measure stayed in contraction for the 20th consecutive month. Builders are contending with higher construction costs, economic and tariff risks, and muted demand from buyers who cite affordability concerns.In Canada, their CPI inflation came in at 2.2% in the year to November, unchanged from October. However, food prices rose 4.2%. Meanwhile, Canadian housing starts rose in November, consistent with the building permit trend we have noted before. But there are questions about whether that will last because November real estate sales were lower on volume and lower in price.In Japan, a series of Q4-2025 business sentiment surveys show good or rising confidence levels, now up to a four year high. This is true for large firms (recall our reports of how they are winning against the Trump tariff-taxes), the local services sector, and now a good jump for small businesses.In China, new home prices across their 70 major cities dropped -2.4% in November from a year ago, deepening from a 2.2% decline in the previous two months. The latest results are the 29th consecutive month of price drops and the steepest pace since August. Beijing is involved in a long struggle to overcome the seemingly endless weakness in their property sector. The price declines for housing resales are deeper, but not more sharp, even if they are just relentless.China's retail sales were notably weak in November, rising just +1.3% from a year ago and far below the expected +2.9% (with some expecting a +3.3% gain). This is a real cold-water moment for the Chinese economy and will undoubtedly bring emergency actions from Beijing. One reason for the weakness may have been the end of consumer goods subsidies, and the widespread expectation that they would be reinstated. Such subsidies are a trap on public finances.Chinese industrial production rose +4.8% in November, below the expected +5.0% rise and near the lowest growth level since late 2023. Despite its lowish level, there are reasons to be sceptical of even this level. (See next item.)But November electricity production in China was up only +2.7% from the same month a year ago, showing up the October year-on-year surge as an outlier.In India, their November exports rose while their imports fell, delivering a much smaller trade deficit for the month than was expected; in fact their lowest since June. And the November shifts were true for both goods and services.The UST 10yr yield is now at 4.18%, down -2 bps from this time yesterday.The price of gold will start today at US$4295/oz, and down -US$4 from yesterday. And we should note that silver is up +US$1 at just over US$62/oz.American oil prices are down another -US$1 at just on US$56.50/bbl and a five year low, while the international Brent price is now just over US$60/bbl.The Kiwi dollar is -10 bps softer from yesterday, now at just over 57.9 USc. Against the Aussie we are unchanged at 87.2 AUc. Against the euro we are down -10 bps at 49.3 euro cents. That all means our TWI-5 starts today at just over 62, and down -20 bps from yesterday, shifted by a fall against the Japanese yen.The bitcoin price starts today at US$86,357 and down -2.8% from this time yesterday. Volatility over the past 24 hours has been moderate, at just on +/- 2.1%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

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.

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.

Oakmark, the fourth largest Warner Brother Discovery shareholder joins to show to discuss the bidding war between Netflix and Paramount Skydance, which they say is far from over. Then could allowing Nvidia to export select chips to China actually slow down domestic advances in the region? That argument, this hour. Plus, Mastercard just out with its 2026 economic outlook. The findings, first on CNBC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A major New Zealand apple grower is pulling the pin on exporting to the US due to Donald Trump's tariffs. Export tariffs for New Zealand increased to 15% in August. New Zealand's $70 million of apple exports were excluded from exemptions last month. Yummy Fruit Company General Manager Paul Paynter told Heather du Plessis-Allan turning away from the US has been an easy decision. He says if the US wants to charge tariffs and Yummy Fruit can sell its apples elsewhere, that's what they'll do. Paynter says apple exports to the US have fallen about 30% in the past two years. LISTEN ABOVE See omnystudio.com/listener for privacy information.

On this episode of the Energy Security Cubed Podcast, Joe and Kelly talk with Monica Gattinger about recently released polling from Positive Energy and Nanos Research about shifting Canadian attitudes toward growing international energy exports and the shifts resulting from the Canada-Alberta MoU. Polls discussed: - https://www.uottawa.ca/research-innovation/positive-energy/publications/canadians-most-likely-rank-energy-sector-greatest-potential-expand-exports-non-us-destinations-want - https://www.uottawa.ca/research-innovation/positive-energy/publications/agreement-canada-should-expand-oil-gas-exports-strengthen-global-energy-security-highest-tracking?mc_cid=e78a4a0391&mc_eid=5b3baac0fe // Guest Bio: - Monica Gattinger is Chair of Positive Energy at the University of Ottawa and a Fellow with CGAI // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP Energy and Calgary Operations at the Canadian Global Affairs Institute // Reading recommendation: - "Flesh: A Novel", by David Szalay: https://www.amazon.ca/Flesh-David-Szalay/dp/198212279X // Interview recording Date: December 9, 2025 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

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

US President Donald Trump said on Monday that he would allow the export of US chipmaker Nvidia's second-most powerful AI chips to China, in spite of criticism saying such a move could end up benefitting Beijing's military. Trump said the US would collect a 25 percent fee on these sales and added that he'd informed Chinese leader Xi Jinping of his decision. Also in this edition, we look at why Chinese cars are increasingly popular among French consumers.      

In this episode, we break down the White House's decision to let Nvidia's H200 chips be exported to China and Greg's case against the move (00:33). We then discuss Trump's planned “One Rule” executive order to preempt state AI laws (18:59), examine the NDAA's proposed AI Futures Steering Committee (23:09), and analyze the Genesis Mission executive order (26:07), comparing its ambitions and funding reality to the Manhattan Project and Apollo program. We close by looking at why major insurers are seeking to exclude AI risks from corporate policies and how that could impact AI adoption, regulation, and governance (40:29).

Dr. Rutendo Hwindingwi, the founding director of Tribe Africa Advisory and author of Rumble in the Jungle Reloaded, looks at top business news around the continent with Stephen Grootes. 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.

China's trade surplus tops $1 trillion as its exports surge while imports lag behind. AP's Lisa Dwyer reports.

Dan Halstrom, president and CEO of the U.S. Meat Export Federation, says everyone is feeling the pinch, with some worse than others, but the meat industry is hanging on. NAFB News ServiceSee omnystudio.com/listener for privacy information.

EUR/USD gained, while DAX and Bund futures fell as ECB's Schnabel said she is 'comfortable' on bets that next move will be a hike.APAC stocks were mixed following a lack of major macro drivers over the weekend and with markets tentative ahead of this week's risk events, while participants also digested data, including the latest Chinese trade figures.USD/JPY briefly retreated beneath the 155.00 handle amid a softer buck and as the latest wages data from Japan supported the case for a December BoJ rate hike, although Q3 GDP revisions were disappointing and showed a wider-than-feared contraction.Chinese trade data showed a stronger-than-expected recovery in Exports, but Imports disappointed.European equity futures indicate a slightly softer cash market open with Euro Stoxx 50 futures down 0.2% after the cash market closed with gains of 0.1% on Friday.Looking ahead, highlights include German Industrial Output, EZ Sentix, Comments from ECB's Cipollone, BoE's Taylor & Lombardelli, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

China exported over $1 trillion worth of goods more than it imported for January through November, a record amount that is increasingly seen as untenable by the country's Western trading partners. We take a closer look. Also in this edition: Netflix's acquisition of Warner Bros. faces regulatory hurdles and pushback from Hollywood unions.

In this episode, experts voice concern at a get-out clause in government plans for a £500m Landscape Recovery scheme for farmers. We look at the opportunities for growers and livestock producers from Defra's Environmental Improvement Plan – and ask: is it fatally flawed? How much risk should you accept when chasing high yields? We get to grips with the new recommended list for cereals and oilseeds. African swine fever reaches Spain: we examine the impact on UK pig producers. And should we be more optimistic about agriculture? We speak to former NFU president Sir Peter Kendall and "Cheerful" Charlie Ireland, star of Clarkson's Farm. This episode of the Farmers Weekly Podcast was recorded live on Thursday 4 December 2025 at the Ceres Rural Agri-Strategy Conference in Cambridgeshire. This episode of the Farmers Weekly Podcast is co-hosted by Johann Tasker, Louise Impey and Hugh Broom. Contact or follow Johann (X): @johanntasker Contact or follow Louise (X): @louisearable Contact or follow (X): @sondesplacefarm For Farmers Weekly, visit fwi.co.uk or follow @farmersweekly To contact the Farmers Weekly Podcast, email podcast@fwi.co.uk. In the UK, you can also text the word FARM followed by your message to 88 44 0.See omnystudio.com/listener for privacy information.

First, we talk to The Indian Express' Ravi Dutta Misra about how Indian exporters are doing as we cross the 100 day mark of USA's 50% tariffs. He shares while some products have found new markets, some are still lagging behind, while India is working on different trade deals. Next, we talk to The Indian Express' Vineet Bhalla about India's juvenile justice system and what a recent study published by The India Justice Report shares about the challenges that the system is facing and their impact on the children. (9:25)Lastly, we talk about why India's largest airline IndiGo has been facing long delays and widespread cancellations. (22:45)Hosted by Niharika NandaProduced by Niharika Nanda and Shashank BhargavaEdited and mixed by Suresh Pawar 

Exports of kernel are down 7% from a year ago, from 3,235 metric tons to 3,014 MT from October 2024 to August 2025. Canada remains the top importer of U.S. sunflower kernel, importing 1,999 MT. National Sunflower Association See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Agbiz chief economist Wandile Sihlobo about the rebound in South African agribusiness confidence, driven by stronger exports, favourable weather, and progress in tackling foot-and-mouth disease. 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.

To discuss the details from the Central Statistics Office figures, our economics and public affairs editor David Murphy.

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.

A welcome boost to New Zealand's premium meat sector, with strong growth expected this season. Headwaters Farmers —who produce Lumina Lamb— are forecasting returns of $23.50 per lamb, up 60% on last year. It also reports successful expansion into the Middle East. Headwaters and Lumina Chief Executive Steve Brown told Mike Hosking these markets attract premium pricing. He says they also want to take on producers in the UK market and show them what quality lamb looks like. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Despite challenges in China for beef, pork and lamb continued to see solid international demand.

Roundtable chat in relation to graffiti writing culture. During the discussion wanting a load of Exports for Christmas is mentioned; why legal walls are not the best place for commission paintings to last; challenges in relation to Christmas celebrations with family; how graffiti writing can help improve mental health; and much more rap spray related gibberish.TOY DIVISIONInstagram (IG) - @toydivision2Big Cartel: https://toydivisionpodcast.bigcartel.comMusic by Frenic  from This One Records: http://www.thisonerecords.com/@djfrenic (IG)Podcast logo photograph by Alex Bartsch: http://www.alexbartsch.com/@alex.bartsch (IG)-----AUSSIE BATTLER PODCASTYouTube: https://www.youtube.com/@AussieBattler.podcastInstagram: @aussiebattler.podcast-----MENTIONED IN THIS EPISODE:Painted Graves Vol. 2 - OPAK SDK: https://www.mrgraffiti.nl/product/painted-graves-vol-2-opak-sdk/King Size - Adam Kraft: https://hitzerot.com/shop/king-size/Only Famous In The Streets: @i4neyephoto (IG)Sabe FYS: @sabefys (IG)10 Foot: @10foot10foot10foot10foot (IG)The Takeover Kontinues 2: https://youtu.be/O-Clmzt34dYBond Truluv: @bondtruluv (IG)-----This podcast is not the usual Banksy book reading fan, it's about letter based graffiti writing. But if you like street art, then you'll probably want to learn more about graffiti culture, because that's where street art began. Join us for a conversation about writing on things; addressing mental health issues; and using lifestyle to improve our overall physical health at any age.

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.

- Stella's Filosa Wants EU Regulatory Relief - Audi Updates V6 Diesel - VW AG Looks at Regional Manufacturing Structure - Most Robotaxis Carry 2 People - China Expects 7 Million Exports In 2025 - BYD Hits 3-Month Sales Slump - Investors Worry About China EV OEMs - EU Moves Supply Chains Out of China - VinFast May Add EREVs and Hybrids

- Stella's Filosa Wants EU Regulatory Relief - Audi Updates V6 Diesel - VW AG Looks at Regional Manufacturing Structure - Most Robotaxis Carry 2 People - China Expects 7 Million Exports In 2025 - BYD Hits 3-Month Sales Slump - Investors Worry About China EV OEMs - EU Moves Supply Chains Out of China - VinFast May Add EREVs and Hybrids

China is making huge investments in eco-friendly technology and is quickly becoming the biggest source of renewable exports around the globe. Also, a special tribunal in Bangladesh sentences ousted Prime Minister Sheikh Hasina to death over deadly crackdowns on a student-led uprising last year. And, Equal Pay Day draws attention to the wage gap between men and women in Europe. Plus, a new study finds that the average human spends 78 minutes a day on the move.Listen to today's Music Heard on Air. Learn about your ad choices: dovetail.prx.org/ad-choices