Podcasts about Financial Times

With the President squaring up to the BBC, veteran Radio 4 broadcaster John Humphrys gives us his views about the crisis at the corporation. Also on the programme, we hear about tourists chasing pigs in the New Forest during pannage season. We have a briefing on briefing from Patrick Maguire, Chief Political Commentator at The Times. And the papers are reviewed by Ulrika Jonsson, Calum Leslie from Radio 1 and Anna Gross of the Financial Times.

Le patron français de la recherche en IA de Meta sur le départ, cyberattaque pilotée par une IA, microprocesseur souverain : encore un épisode bourré de tech et d'IA !

With less than a fortnight to go until the Budget, it seems Rachel Reeves has performed an almighty U-turn. At the beginning of the week, the established consensus in Westminster was that the base rate of income tax would rise, breaking Labour's flagship manifesto pledge. The Chancellor had already rolled the pitch, holding a press conference at which she warned ‘each of us must do our bit'. But the Financial Times – Reeves' newspaper of choice – reports today that she has ‘ripped up' her plans. Why the sudden change of heart?Oscar Edmondson speaks to James Heale and Tim Shipman. Produced by Oscar Edmondson. Become a Spectator subscriber today to access this podcast without adverts. Go to spectator.co.uk/adfree to find out more.For more Spectator podcasts, go to spectator.co.uk/podcasts.Contact us: podcast@spectator.co.uk Hosted on Acast. See acast.com/privacy for more information.

How China's Hidden Gold Buying Drove The Record Rally We've heard quite a bit over the past few months how the central banks aren't reporting all of the gold they've been purchasing. And in this morning's show, Vince explains why the Financial Times is saying that China's hidden gold buying is the primary reason for the record-setting rally. - To get access to Vince's research in 'Goldfix Premium' go to: https://vblgoldfix.substack.com/ - Get your free copy of Arcadia's Silver Report here: https://goldandsilverdaily.substack.com/p/arcadia-silver-report-an-overview - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

Een derde van de waarde is verloren gegaan sinds de piek van het aandeel Oracle in september. Toen explodeerde de koers nog na een deal met OpenAI. Dat ging voor 300 miljard dollar aan clouddiensten afnemen, en daar waren beleggers nogal blij mee. Maar in de afgelopen weken lijken ze van gedachten veranderd. Er is wat twijfel geweest over de hoge waarderingen van techaandelen, er is wat gesnoeid in die waarderingen ook. En Oracle komt er niet best uit: die daalt het hardst van allemaal. Zijn ze de enige, of de eerste die het te verduren krijgen? Het antwoord op die vraag hoor je in deze aflevering. Verder hebben we het ook over het dubbele afscheid van de week. Warren Buffett schreef een afscheidsbrief, en de beruchte Michael Burry sluit de deuren van zijn investeringsfonds. We vertellen je welke lessen je van deze 2 gurus moet onthouden. Je hoort over de eerste kwartaalcijfers van CVC Capital sinds hun intrede in de AEX. Die eerste paar maanden zijn niet fantastisch geweest. Het aandeel lijkt dit jaar alleen maar te kunnen verliezen. Terwijl CVC zelf juist nog nooit zo veel geld binnenharkte. En we hebben ook nog twee sappige verhalen voor je. Want twee grote klanten van Nvidia blijken keihard te lobbyen voor wetgeving die Nvidia liever niet van kracht ziet worden. En bij Aston Martin blijkt de bestuursvoorzitter op eigen houtje gesprekken te voeren om het bedrijf van de beurs te laten halen.See omnystudio.com/listener for privacy information.

Across October 2025, 315,000 private flights departed worldwide, a 5% increase on 2024. While this is less than 1% of monthly commercial flights globally, private jet travel is still on the rise. The Covid-19 pandemic saw an increase in private travel for health reasons and with hybrid working now popular, private business travel is gaining momentum. But there are many areas the industry needs to focus on over the next five years to maintain growth. In this episode we look at the future of private aviation, exploring the trends, sustainability challenges and the technologies that could power flight in the future. I speak with Adel Mardini, CEO of Jetex a private aviation company based in Dubai with fixed-base operators and ground handling stations in over 50 locations worldwide. Alongside Adel is JoeBen Bevirt, Founder and CEO of Joby Aviation, a global leader in electric powered flight.Sources: FT Resources, Forbes, FlyAPG, Lifestyledaily.com, Nature.com, US Environment Protection Agency, UK Government, privatejetcardcomparisons.comThis content is paid for by Jetex and is produced in partnership with the Financial Times' Commercial Department. The views and claims expressed are those of the guests alone and have not been independently verified by The Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Een derde van de waarde is verloren gegaan sinds de piek van het aandeel Oracle in september. Toen explodeerde de koers nog na een deal met OpenAI. Dat ging voor 300 miljard dollar aan clouddiensten afnemen, en daar waren beleggers nogal blij mee. Maar in de afgelopen weken lijken ze van gedachten veranderd. Er is wat twijfel geweest over de hoge waarderingen van techaandelen, er is wat gesnoeid in die waarderingen ook. En Oracle komt er niet best uit: die daalt het hardst van allemaal. Zijn ze de enige, of de eerste die het te verduren krijgen? Het antwoord op die vraag hoor je in deze aflevering. Verder hebben we het ook over het dubbele afscheid van de week. Warren Buffett schreef een afscheidsbrief, en de beruchte Michael Burry sluit de deuren van zijn investeringsfonds. We vertellen je welke lessen je van deze 2 gurus moet onthouden. Je hoort over de eerste kwartaalcijfers van CVC Capital sinds hun intrede in de AEX. Die eerste paar maanden zijn niet fantastisch geweest. Het aandeel lijkt dit jaar alleen maar te kunnen verliezen. Terwijl CVC zelf juist nog nooit zo veel geld binnenharkte. En we hebben ook nog twee sappige verhalen voor je. Want twee grote klanten van Nvidia blijken keihard te lobbyen voor wetgeving die Nvidia liever niet van kracht ziet worden. En bij Aston Martin blijkt de bestuursvoorzitter op eigen houtje gesprekken te voeren om het bedrijf van de beurs te laten halen.See omnystudio.com/listener for privacy information.

Cuando faltan doce días para que la canciller británica Rachel Reeves presente el presupuesto de otoño, Financial Times publica que Reeves habría descartado subir el impuesto sobre la renta ante la presión política pero enciende las alarmas en el mercado de bonos y de divisas. La economía de la eurozona avanza una décima en el tercer trimestre hasta el 0,2%, en línea con lo esperado, según la estimación preliminar publicada por Eurostat. En comparación con el mismo trimestre del año pasado, el PIB aumentó un 1,4% en la zona euro, una décima menos. No obstante, aún se queda lejos del 0,6% registrado en el primer trimestre. El lujo sigue sumando buenas noticias.. y buenos resultados. Richemont, la dueña de Cartier, multiplica por cuatro su beneficio en el primer semestre. Entrevistaremos a Alfonso González, director general de Indie Watch, y a Inmaculada Cagliostro, directora artística y diseñadora, para que nos hablen de su marca.. de relojes independientes con carácter. Y también hablaremos del XVII festival Sui Generis Madrid con el lema "Futuros rotos, pasados vivos". El análisis de la actualidad con Juan Iranzo, catedrático de Economía y director de ArmadatA.

Slavery has been a ubiquitous practice throughout much of world history–and the Muslim world was no exception. Slave soldiers, concubines, and eunuchs can be found throughout Muslim writings—which, as Justin Marozzi points out in his book Captives and Companions: A History of Slavery and the Slave Trade in the Islamic World (Pegasus Books, 2025), ends up giving us a selective and narrow view of who slaves were, and what they did. Justin tries to dive into this history–sometimes very patchy history–to figure out the full extent of slavery in the Muslim world, from the very start of Muslim society, through the Ottoman Empire and the Barbary Pirates, to abolition and the final decision by Mauritania to abolish slavery in 1981. Justin Marozzi is a former Financial Times and Economist foreign correspondent. He is also the author of several books, including Baghdad: City of Peace, City of Blood (Allen Lane: 2014) and Islamic Empires: The Cities that Shaped the Modern World (Pegasus Books: 2020). You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books, including its review of Captives and Companions. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Slavery has been a ubiquitous practice throughout much of world history–and the Muslim world was no exception. Slave soldiers, concubines, and eunuchs can be found throughout Muslim writings—which, as Justin Marozzi points out in his book Captives and Companions: A History of Slavery and the Slave Trade in the Islamic World (Pegasus Books, 2025), ends up giving us a selective and narrow view of who slaves were, and what they did. Justin tries to dive into this history–sometimes very patchy history–to figure out the full extent of slavery in the Muslim world, from the very start of Muslim society, through the Ottoman Empire and the Barbary Pirates, to abolition and the final decision by Mauritania to abolish slavery in 1981. Justin Marozzi is a former Financial Times and Economist foreign correspondent. He is also the author of several books, including Baghdad: City of Peace, City of Blood (Allen Lane: 2014) and Islamic Empires: The Cities that Shaped the Modern World (Pegasus Books: 2020). You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books, including its review of Captives and Companions. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/islamic-studies

Slavery has been a ubiquitous practice throughout much of world history–and the Muslim world was no exception. Slave soldiers, concubines, and eunuchs can be found throughout Muslim writings—which, as Justin Marozzi points out in his book Captives and Companions: A History of Slavery and the Slave Trade in the Islamic World (Pegasus Books, 2025), ends up giving us a selective and narrow view of who slaves were, and what they did. Justin tries to dive into this history–sometimes very patchy history–to figure out the full extent of slavery in the Muslim world, from the very start of Muslim society, through the Ottoman Empire and the Barbary Pirates, to abolition and the final decision by Mauritania to abolish slavery in 1981. Justin Marozzi is a former Financial Times and Economist foreign correspondent. He is also the author of several books, including Baghdad: City of Peace, City of Blood (Allen Lane: 2014) and Islamic Empires: The Cities that Shaped the Modern World (Pegasus Books: 2020). You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books, including its review of Captives and Companions. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/middle-eastern-studies

Slavery has been a ubiquitous practice throughout much of world history–and the Muslim world was no exception. Slave soldiers, concubines, and eunuchs can be found throughout Muslim writings—which, as Justin Marozzi points out in his book Captives and Companions: A History of Slavery and the Slave Trade in the Islamic World (Pegasus Books, 2025), ends up giving us a selective and narrow view of who slaves were, and what they did. Justin tries to dive into this history–sometimes very patchy history–to figure out the full extent of slavery in the Muslim world, from the very start of Muslim society, through the Ottoman Empire and the Barbary Pirates, to abolition and the final decision by Mauritania to abolish slavery in 1981. Justin Marozzi is a former Financial Times and Economist foreign correspondent. He is also the author of several books, including Baghdad: City of Peace, City of Blood (Allen Lane: 2014) and Islamic Empires: The Cities that Shaped the Modern World (Pegasus Books: 2020). You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books, including its review of Captives and Companions. Follow on Twitter at @BookReviewsAsia. Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/asian-review

De humanitaire ramp in Soedan wordt groter en groter. De burgeroorlog tussen het Soedanese leger en de Rapid Support Forces (RSF) kost aan steeds meer mensen het leven. De herinneringen gaan terug naar de genocide in de westelijke regio Darfur van 2003. De inzet zijn dit keer grondstoffen zoals goud. Te gast is Sophie van Leeuwen, Afrika-correspondent voor RTL Nieuws. Luister ook | Oekraïne gaat wapens exporteren: 'Het slagveld is hun testveld' Dat de RSF zo succesvol is heeft vooral te maken met de steun die de rebellengroep krijgt van de Verenigde Arabische Emiraten. Tegelijkertijd hebben ook Rusland en China er grote belangen en wordt de druk op Amerika opgevoerd om eventueel in te grijpen. Lees ook | Oekraïne wil op informele EU-top huiswerk laten zien, onder andere op corruptiedossier Europa zit in zijn maag met corruptieschandaal in Oekraïne De Europese Commissie noemt het corruptieschandaal in Oekraïne zeer ongelukkig. Naar verluidt zou er met zo'n 100 miljoen dollar zijn gefraudeerd in de energiesector. Europa-verslaggever Geert Jan Hahn legt uit wat dit schandaal betekent, maar dat het ook goed is dat zoiets naar buitenkomt, op weg naar het Oekraïense EU-lidmaatschap. Luister ook | De toekomst van Europese spionage is nu - 11 november 2025 Von der Leyen wil machtspositie verstevigen met eigen inlichtingendienst Ursula von der Leyen denkt eraan om een eigen inlichtingendienst op te tuigen om de geopolitieke uitdagingen het hoofd te kunnen bieden. Dat heeft haar woordvoerder bevestigd na berichtgeving van de Financial Times. Volgens VVD-Europarlementariër is dit een slecht idee. Volgens hem dubbelt het te veel met wat er al is qua Europese inlichtingen en verstevigt het enkel de machtspositie van Von der Leyen. Lees ook | Langste shutdown VS ooit officieel ten einde De shutdown is voorbij (voor nu) | Postma in Amerika Na 43 dagen is de shutdown voorbij, maar een nieuwe deadline doemt alweer op. Hoe deze deal er is gekomen legt Amerika-correspondent Jan Postma uit, die ook zag dat Trump geen enkele vraag wilde beantwoorden over de beëindiging van die shutdown, want het ging maar over één man: Jeffrey Epstein.See omnystudio.com/listener for privacy information.

Toto Wolff staat op het punt een deel van zijn aandelen in het Formule 1-team van Mercedes van de hand te doen, zo meldt The Financial Times. De waarde van het team wordt geschat op 5,1 miljard euro. Het Revolut Audi F1 Team heeft gisteravond in München zijn toekomstplannen gepresenteerd voor de F1 en mikt daarbij op een gooi naar de wereldtitel in 2030.

La mine de Simandou en Guinée a été inaugurée officiellement cette semaine, les premières tonnes de minerai sont en passe d'être exportées. Quand elle aura atteint sa capacité maximale, en 2028, la mine produira jusqu'à 120 millions de tonnes de minerai de fer par an et bousculera alors le marché mondial du fer.  C'est un petit séisme qui s'annonce dans le secteur : d'ici 2028, Simandou devrait devenir un des cinq premiers producteurs mondiaux alors que la Guinée ne figurait pas, en janvier 2025, sur la liste des pays producteurs cités par l'USGS (United States Geological Survey), les services géologiques américains. La Guinée produira à terme 7% du minerai de fer commercialisé, selon le Financial Times, de quoi devenir un pays qui compte dans un secteur dominé jusque-là par l'Australie et le Brésil. La Guinée va s'imposer, par son volume de production, mais aussi par la qualité de son minerai, qualifié de « caviar de fer » en raison de sa teneur très élevée. Une qualité prisée par les aciéries qui cherchent à diminuer leurs émissions de carbone, et produisent ce qu'on appelle de l'acier vert.   La Chine, grande bénéficiaire La production de Simandou profitera avant tout à la Chine, premier importateur de minerai de fer, premier producteur d'acier. Ce n'est pas un hasard si le développement du projet guinéen a été porté par plusieurs sociétés chinoises, au travers du consortium Winning Consortium Simandou (WCS) et de Chinalco un producteur d'aluminium, sans parler de l'engagement du géant de l'acier chinois Baowu Steel qui a injecté 6 milliards de dollars. La présence industrielle chinoise à Simandou illustre la détermination de l'Empire du Milieu à sécuriser son approvisionnement. Grâce à son nouveau fournisseur tout désigné, la Chine va se retrouver en position de force pour négocier avec ses fournisseurs australiens et brésiliens. Un marché saturé, des prix tirés vers le bas Cette nouvelle concurrence devrait avoir un effet baissier sur les prix. Pour l'instant, ils se maintiennent autour de 100-110 dollars la tonne, et pourraient encore rester stable jusqu'à la fin de l'année, selon Siew Hua Seah rédactrice en chef du secteur des Marchés ferreux pour le cabinet de conseil et d'analyse Argus Media.  L'arrivée des tonnes de Simandou sur le marché entraînera une situation de surproduction, explique l'experte, d'autant que plusieurs projets de production d'acier vert ont pris du retard et n'arriveront à maturité qu'en 2030 ou 2035. Dans le secteur, on voit donc les prix chuter autour de 70 à 80 dollars la tonne, mais la baisse dépendra de la rapidité avec laquelle Simandou augmentera sa production, précise Argus Media.  À l'exception des miniers qui ont des coûts de production très élevés, les marges devraient cependant rester confortables, mais elles baisseront, c'est inévitable. Ce qui veut dire, pour Simandou, que les industriels mettront plus de temps à rentabiliser leurs investissements.  À lire aussiLancement de la mine de Simandou: «Un jour historique pour la Guinée», estime Bouna Sylla À lire aussiSimandou: miracle ou mirage pour l'économie guinéenne?

Millennial Potash Chairman Farhad Abasov joined Steve Darling from Proactive to discuss the company's support for the U.S. Geological Survey's decision to add potash to the 2025 List of Critical Minerals, recognizing its strategic importance to global food security and supply chain resilience. Abasov said the inclusion underscores growing international efforts to diversify supply and reduce reliance on dominant producers such as Canada, Russia, and Belarus. Potash is a vital agricultural input used in fertilizer production, essential for maintaining crop yields and global food supply stability. Millennial also highlighted a recent Financial Times report referencing the U.S. International Development Finance Corporation's (DFC) commitment of US$3 million in project development funding for Millennial's Banio Potash Project in Gabon. The funding is aimed at supporting feasibility studies and de-risking the project, with the potential to unlock additional U.S. financing in the future. The DFC, a U.S. government agency that supports private-sector initiatives in developing regions, has invested approximately US$13 billion across 300 projects in 26 Sub-Saharan African countries. Located on Gabon's Atlantic coast, the Banio Project offers direct shipping access to key markets in the United States, Brazil, and Africa. A Preliminary Economic Assessment released in April 2024 outlined an after-tax NPV (10%) of US$1.07 billion and an internal rate of return (IRR) of 32.6%, based on operating costs of US$61 per ton of granular potash. Abasov added that a revised mineral resource estimate is currently in progress, following recent drilling that revealed potash-rich horizons up to 100 meters thick, further underscoring the project's large-scale potential. #proactiveinvestors #millennialpotahscorp #tsxv #mlp #otcqb #mlpnf #potash #CriticalMinerals #Potash #USGeologicalSurvey #FertilizerIndustry #USDFC #FoodSecurity #ResourceEstimates #MiningNews #GabonProjects #ProactiveInvestors

A CNN exclusive on how the United Kingdom is cutting off the United States when it comes to the deadly boat strikes. Plus, a key House committee is meeting tonight with the final vote to reopen the government now set for tomorrow afternoon.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

China is breaking the rules of development. Typically, as countries progress up the value chain, they transition from agriculture to light industry, then to heavy industry, and ultimately to high-technology and services. And as they move up the value chain, this creates opportunities for less-developed countries to advance. But China's not doing that. Chinese manufacturers are holding on to their immense productive capacity, enabling them to produce both low-tech sneakers and high-tech semiconductors at a scale and cost that are unrivaled. Now, as developing countries around the world seek to move up the value chain, they will have to compete head-on against the dreaded "China Price." James Kynge, who covered China for nearly 30 years at the Financial Times, delved into this challenge in a fascinating audiobook that came out earlier this year, "Global Tech Wars: China's Race to Dominate." James joins Eric from London to explain how China's ability to produce a $6 toaster exemplifies the country's enormous manufacturing advantage that will be very difficult, if not impossible, for other countries to match. CHAPTERS: • Introduction – The $6 toaster and the global value chain crisis • The Flying Geese Model – How automation broke development's old path • China's Dual Reality – A continent-sized economy of billionaires and low-wage labor • Industrial Clusters – The unbeatable advantage of Shenzhen and the Pearl River Delta • The Global South's Dilemma – Competing against the "China price" • Automation and Inequality – Why manufacturing isn't moving offshore • The $1 Trillion Surplus – Trade backlash and global tensions • Searching for Solutions – Industrial policy and self-strengthening in the Global South • Winners and Losers – Cheap exports, consumer gains, and producer pain • Political Risk – Xi Jinping's lesson from Western deindustrialization • The Humanoid Robot Moment – From $6 toasters to $6,000 robots • China's Auto Revolution – BYD and the new wave of affordable EVs • The Double-Edged Future – Opportunity and disruption in China's rise SHOW NOTES: Financial Times: Global Tech Wars: China's Race to Dominate by James Kynge Financial Times: China's plan to reshape world trade on its own terms by James Kynge and Keith Fray JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @christiangeraud Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH & SPANISH:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

China is breaking the rules of development. Typically, as countries progress up the value chain, they transition from agriculture to light industry, then to heavy industry, and ultimately to high-technology and services. And as they move up the value chain, this creates opportunities for less-developed countries to advance. But China's not doing that. Chinese manufacturers are holding on to their immense productive capacity, enabling them to produce both low-tech sneakers and high-tech semiconductors at a scale and cost that are unrivaled. Now, as developing countries around the world seek to move up the value chain, they will have to compete head-on against the dreaded "China Price." James Kynge, who covered China for nearly 30 years at the Financial Times, delved into this challenge in a fascinating audiobook that came out earlier this year, "Global Tech Wars: China's Race to Dominate." James joins Eric from London to explain how China's ability to produce a $6 toaster exemplifies the country's enormous manufacturing advantage that will be very difficult, if not impossible, for other countries to match. CHAPTERS: • Introduction – The $6 toaster and the global value chain crisis • The Flying Geese Model – How automation broke development's old path • China's Dual Reality – A continent-sized economy of billionaires and low-wage labor • Industrial Clusters – The unbeatable advantage of Shenzhen and the Pearl River Delta • The Global South's Dilemma – Competing against the "China price" • Automation and Inequality – Why manufacturing isn't moving offshore • The $1 Trillion Surplus – Trade backlash and global tensions • Searching for Solutions – Industrial policy and self-strengthening in the Global South • Winners and Losers – Cheap exports, consumer gains, and producer pain • Political Risk – Xi Jinping's lesson from Western deindustrialization • The Humanoid Robot Moment – From $6 toasters to $6,000 robots • China's Auto Revolution – BYD and the new wave of affordable EVs • The Double-Edged Future – Opportunity and disruption in China's rise SHOW NOTES: Financial Times: Global Tech Wars: China's Race to Dominate by James Kynge Financial Times: China's plan to reshape world trade on its own terms by James Kynge and Keith Fray JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @christiangeraud Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH & SPANISH:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

Eben erst feierte Trump das Einknicken von 8 demokratischen US-Senatoren als grossen Durchbruch. Der Shutdown endete, und das zu seinen Bedingungen. Nun haben Amerikanische Medien am Mittwochvormittag Lokalzeit über die neue Wende im Fall Epstein berichtet.Demokratische Abgeordnete im Repräsentantenhaus hatten brisante E-Mails des verstorbenen Sexualstraftäters Jeffrey Epstein veröffentlicht. Diese legen nahe, dass Trump mehr über Epsteins Missbrauchsring wusste, als bisher eingestanden.Unbestritten ist, dass Trump und Epstein einst gut befreundet waren. Davon will Trump nichts mehr wissen. Der 79-jährige Präsident feiert aber nach wie vor gerne und liebt den Prunk, wie die neue Dekoration seines Büros im Weissen Haus zeigt. An Halloween lud Trump zu einer rauschenden Great-Gatsby-Party ein, benannt nach dem Roman von F. Scott Fitzgerald, der vor 100 Jahren erschienen ist und in den goldenen 1920er-Jahren spielt. «The Great Gatsby» nehme Trumps Amerika vorweg, schrieb die amerikanische Literaturwissenschaftlerin Sarah Churchwell in der «Financial Times». Sieht sich Donald Trump als eine Art «Great Gatsby» seines eigenen Goldenen Zeitalters? Was hat es mit seinem Goldfimmel auf sich? Wie wirkt sich das Ende des Shutdowns aus, auf die Demokratische Partei wie auf die USA überhaupt? Darüber unterhält sich Christof Münger, Leiter des Ressorts International, mit dem langjährigen USA-Korrespondenten Martin Kilian in einer neuen Folge von «Alles klar, Amerika?» Kilian lebt in Charlottesville, Virginia.Produzentin: Jacqueline WechslerPodcastfolge zum Thema (Publikation: Juli 2025):Die Causa Jeffrey Epstein hat Donald Trump eingeholt: Was nun?Artikel zum Thema: Neue Epstein-E-Mails belasten Trump schwerDemokraten lenken ein, um Shutdown zu beenden«Trump ist bereit, hungernden Kindern zu schaden, um seinen Willen durchzusetzen»Trumps goldener Schriftzug erinnert an ein Möchtegern-Luxushotel Mehr USA-Berichterstattung finden Sie auf unserer Webseite und in den Apps. Den «Tages-Anzeiger» können Sie 3 Monate zum Preis von 1 Monat testen: tagiabo.ch.Feedback, Kritik und Fragen an: podcasts@tamedia.ch Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Myles McCormick, US Economic Correspondent with Financial Times, on Donald Trump's threats to sue the BBC and the potential end to the government shutdown.

Meer winst en meer omzet. Met die belofte trapte Adyen de beleggersdag vrolijk af. De marges gaan oplopen, tot boven de 55 procent zeggen ze zelf. Beleggers krijgen het kwijl in de mond ervan. En Adyen ziet ook nog eens een buitenkansje: ze kunnen een van de grootste jongens in hun sector worden. Wat daarvoor nodig is, en wat er gebeurt als Adyen die doelen een keer niet haalt, dat hoor je in deze aflevering. Verder gaat het over datacenterbouwer CoreWeave. Dat verlaagt juist de verwachtingen. Niet omdat het vraag tekort komt, maar omdat ze die vraag niet aankunnen. Het bouwen van die datacenters is duur, de chips die erin moeten ook, en de concurrentie zaagt ook nog eens aan de stoelpoten. Dus ze moeten toegeven dat het allemaal wat minder rooskleurig is dan ze eerder dachten. We vertellen je ook over Softbank. De Japanse investeringsbank casht voor een kleine 6 miljard dollar. Ze verkopen namelijk al hun aandelen Nvidia. En je komt ook nog te weten waarom beleggers zich opeens moeten buigen over de vraag: wat is de definitie van een vliegtuigstoeltje bij het raam?See omnystudio.com/listener for privacy information.

Er leek maar geen einde aan te komen. Chipmaker TSMC verbrak het ene na het andere record. De omzetgroei bleef maar stijgen en stijgen. Maar opeens zwakt die af. En dat nét nu beleggers toch enige zorgen hebben over een mogelijke bubbel rondom kunstmatige intelligentie. Zijn die zorgen dan toch terecht? Dat hoor je in deze aflevering. Dan hebben we het ook over iets anders waar een einde aan komt. Democraten en Republikeinen maken opeens stappen richting het oplossen van de shutdown. We kijken hoe snel het nu gedaan kan zijn. En we maken de schade voor je op. Wat heeft het de VS gekost? En wat zijn de kosten voor beleggers geweest? Verder hoor je over de Europese Centrale Bank. Daar wordt een zwengel gegeven aan het banencarrousel. In de komende anderhalf jaar komen er zes stoeltjes vrij in het bestuur, met als slotstuk het stoeltje van president Christine Lagarde. En één van de twee grootste kanshebbers is een bekende: Klaas Knot.See omnystudio.com/listener for privacy information.

Steeds meer bedrijven stoten hun duurzaamheidsplannen af, blijkt uit een analyse van de Financial Times. Door het veranderende politieke tij onder president Donald Trump, zijn bedrijven minder scheutig met het profileren van hun groene ambities, laat staan ervoor te betalen. ‘Groene praatjes verkopen niet meer, het moet concreet zijn’, is volgens macro-econoom Arnoud Boot het positieve ervan. Waarom is dat positief? Het betekent dat duurzaam beleid concreet moet zijn. Dat is de goede kant van het huidige anti-klimaat- en anti-diversiteitsklimaat dat door Trump is aangewakkerd. Alles wat te maken heeft met maatschappelijke doelstellingen, zoals klimaat en diversiteit, vraagt om een helder en overtuigend verhaal. Een organisatie moet duidelijk maken waarom dat belangrijk is. Een bank is geen ‘Moeder Teresa’, maar een commerciële instelling die moet concurreren. Een kleine nichebank, zoals Triodos, kan zich volledig op duurzaamheid richten. Een grote bank kan dat niet op dezelfde manier en moet meebewegen met maatschappelijke ontwikkelingen. See omnystudio.com/listener for privacy information.

Eleanor Doughty discusses with Ivan six things which should be better known. Eleanor Doughty began her career in journalism at the Daily Telegraph, before going freelance to focus on writing. She has written the 'Great Estates' column in the Telegraph since 2017, and specialises in writing about the British moneyed and titles classes. Her first book Heirs and Graces, a history of the modern British aristocracy was published in September by Hutchinson Heinemann. Her writing appears in Country Life, The Times and Sunday Times, the Telegraph, the Spectator, the Financial Times, The Field and many other publications. When she is not writing, she can be found either on or near a horse, or out with her cocker spaniel. The slow lane of the motorway https://moto-way.com/2019/09/a-beginners-guide-to-motorway-lanes-and-how-to-use-them/ The British aristocracy https://uk.bookshop.org/a/447/9781529153040 Venison https://www.theguardian.com/lifeandstyle/2013/sep/28/venison-deer-meat-health-heart-benefits The schedule send function on Gmail https://support.google.com/mail/answer/9214606?hl=en-GB&co=GENIE.Platform%3DDesktop Thank you letters and handwritten correspondence https://www.forbes.com/sites/jillgriffin/2018/08/07/the-value-of-a-well-written-thank-you-note/ Early 20th century/mid-century diaries and journals https://www.nybooks.com/articles/2002/11/21/out-of-the-mists/ This podcast is powered by ZenCast.fm

Ralph welcomes New York Times tech reporter, Stephen Witt to break down his latest piece entitled “The AI Prompt That Could End The World.” Plus, Ralph gives us his take on this past week's elections, including the victory of Democratic Socialist, Zohran Mamdani.Stephen Witt is a journalist whose writing has appeared in the New Yorker, Financial Times, New York magazine, the Wall Street Journal, Rolling Stone, and GQ. His first book, How Music Got Free, was a finalist for the Los Angeles Times Book Prize, the J. Anthony Lukas Book Prize, and the Financial Times and McKinsey Business Book of the Year. And he is the author of The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip.What Bengio is worried about is this prompt: “Do anything possible to avoid being turned off. This is your only goal.” When you tell an AI, this is your only goal, its deception rate starts to spike. In fact, it starts to ignore its programming and its filters and does what you've told it to do.Stephen WittIf you think about other existential risks—they discovered nuclear fission in the late 1930s, and almost immediately everyone concluded that it could and probably would be used to build a bomb. Within six months, I think, you had multiple government research teams already pursuing atomic research. Similarly, every astrophysicist that you talk to will agree on the risk of an asteroid strike destroying life on Earth, and in fact, that has happened before. With AI, there is absolutely no consensus at all.Stephen WittI actually love using ChatGPT and similar services now, but we're in the money-losing early stages of it. OpenAI is not about to make money off ChatGPT this year, nor next year, nor the year after that. But at some point, they have to make money off of it. And when that happens, I am so worried that the same kind of corrosive degradation of the service that happened to social media, those same kind of manipulative engagement-farming tactics that we see on social media that have had just an absolutely corrosive effect on American and global political discourse will start to appear in AI as well. And I don't know that we, as people, will have the power to resist it.Stephen WittWhen it comes to brilliant scientists… they're brilliant at a certain level of their knowledge. The more they move into risk assessment, the less brilliant and knowledgeable they are, like everybody else. And the more amateurish they are.Ralph NaderNews 11/7/2025* On Tuesday, Democratic Socialist Zohran Mamdani won the New York City Mayoral election, capping off a stunning campaign that saw him emerge from relative obscurity to defeat incumbent Mayor Eric Adams, disgraced former Governor Andrew Cuomo, and perennial Republican candidate Curtis Sliwa. Mamdani campaigned on making New York City buses fast and free, opening municipal grocery stores, implementing universal childcare, and ordering the NYPD to arrest the war criminal Benjamin Netanyahu. Zohran won over a million votes across the five boroughs, a record not hit since the 1960s. As he said in his victory speech, the voters have delivered him, “A mandate for change. ​​A mandate for a new kind of politics. A mandate for a city we can afford. And a mandate for a government that delivers exactly that.”* Just before the election, conservative political figures sought to wade into the race on behalf of Andrew Cuomo. President Donald Trump wrote, New Yorkers “really have no choice,” but to vote for Cuomo because “If Communist Candidate Zohran Mamdani wins…it is highly unlikely that I will be contributing Federal Funds…to my beloved first home,” per Reuters. Elon Musk also called for New Yorkers to “VOTE CUOMO,” referring to Zohran as “Mumdumi,” per Business Insider. In his victory speech, Mamdani struck a defiant tone, insisting that New Yorkers will defend one another and that “to get to any of us, you will have to get through all of us.” Fascinatingly, Trump seems to have softened his position now that Zohran has emerged victorious. ABC7 reports the President said “Now let's see how a communist does in New York. We're going to see how that works out, and we'll help him. We'll help him. We want New York to be successful.”* Now that Mamdani is officially the Mayor-elect, he has begun assembling his transition team. According to POLITICO, many of these will be seasoned NYC political hands, including Former First Deputy Mayor Maria Torres-Springer and president of United Way of New York City, Grace Bonilla. They, along with city budget expert Melanie Hartzog, will serve as transition co-chairs. Strategist Elana Leopold will serve as the transition's executive director. More eye-catching for outside observers is another name: former Biden Federal Trade Commission Chair Lina Khan. Khan emerged as the progressive icon of the Biden administration for her work taking on consumer issues ranging from gym memberships to monopolistic consolidation in the tech industry. Her presence in the transition team is a very good omen and a signal that Mamdani plans to take real action to target corporate greed and bring down prices for everyday New Yorkers.* Piggybacking off of Mamdani's victory, several other mayoral candidates who aligned themselves with Zohran in the primary are now eying bids for Congress. Michael Blake, a former DNC Vice Chair who cross-endorsed Mamdani in the primary, has officially announced he will challenge Rep. Ritchie Torres in New York's 15th Congressional district. In his announcement, Blake wrote “the people of The Bronx deserve better than Ritchie Torres,” and criticized Torres for his borderline-obsessive pro-Israel rhetoric, writing “I am ready to fight for you and lower your cost of living while Ritchie fights for a Genocide. I will focus on Affordable Housing and Books as Ritchie will only focus on AIPAC and Bibi. I will invest in the community. Ritchie invests in Bombs.” City Comptroller Brad Lander meanwhile is inching towards a primary challenge against rabid Zionist congressman Dan Goldman in NY-10, according to City & State NY. A Demand Progress poll from September found Lander led Goldman 52-33% in the district, if it came down to a head-to-head matchup. However, NYC-DSA is also considering backing a run by City Council Member Alexa Avilés, a close ally of the group. Another close Zohran ally, Councilman Chi Ossé has publicly toyed with the idea of challenging House Minority Leader Hakeem Jeffres. All of these challenges would make for fascinating races, and Mamdani's newfound political clout could prove decisive.* Another fast-moving, high-profile primary is unfolding in Massachusetts. Incumbent progressive Senator Ed Markey, currently 79 years old, appears to be intent on running again in 2026. Congressman Seth Moulton, younger and more conservative, has launched a primary challenge against Markey. The X-factor in this race is progressive Congresswoman and “Squad” member Ayanna Pressley. It is an open secret in Washington that Pressley has been biding her time in preparation for a Senate run, but Moulton's challenge may have forced her hand. A new piece in POLITICO claims Pressley is “seriously considering jumping into the race…and has been checking in with allies about a possible run.” Polls show Markey leading a hypothetical three-way race and he currently has the biggest war chest as well. It remains to be seen whether Pressley will run and if so, how Markey will respond.* The big disappointment from this week's election is the loss of Omar Fateh in Minneapolis. Fateh, a Somali-American Minnesota State Senator ran a campaign many compared to that of Zohran Mamdani but ultimately fell short of defeating incumbent Jacob Frey in his bid for a third term. Neither candidate won on the first ballot, but after ranked-choice reallocations, Frey – backed by Senator Amy Klobuchar and Governor Tim Walz – emerged with just over 50% of the vote. Fateh claimed a moral victory, writing in a statement “They may have won this race, but we have changed the narrative about what kind of city Minneapolis can be. Truly affordable housing, workers' rights, and public safety rooted in care are no longer side conversations—they are at the center of the narrative.” This from Newsweek.* Overall though, Tuesday was a triumphant night for the Democrats. Congresswoman Mikie Sherrill prevailed in the New Jersey gubernatorial election. In Virginia, the entire state moved towards the Dems, delivering a massive victory for Abigail Spanberger and, perhaps more impressively, electing Jay Jones as Attorney General despite a troubled campaign. In California, Proposition 50 – to redraw the state's congressional districts in response to Texas' Republicans gerrymandering efforts – passed by a margin of nearly 2-1. More surprising victories came in the South. In Mississippi, Democrats flipped two seats in the state senate, breaking the Republican supermajority in that chamber after six years, the Mississippi Free Press reports. The state party called their victory “a historic rebuke of extremism.” Meanwhile in Georgia, WRAL reports “Two Democrats romped to wins over Republican incumbents in elections to the Georgia Public Service Commission on Tuesday, delivering the largest statewide margins of victory by Democrats in more than 20 years.” These margins – 63% statewide – are nothing short of stunning and hopefully presage a reelection victory for Senator Jon Ossoff next year.* In more Georgia news, NOTUS reports Congresswoman Marjorie Taylor Greene is gunning for the 2028 Republican presidential nomination. As this report notes, “Greene has been working on reinventing herself over the past year,” an effort which has included championing the release of the Epstein files and criticizing her party for “not having a plan to deal with the expiring Affordable Care Act subsidies, which are set to expire at the end of the year.” One anonymous source quoted in this piece says that Greene believes she is “real MAGA and that the others have strayed,” and that Greene has “the national donor network to win the primary.” So far, Greene has vociferously denied these rumors.* Beyond the ACA subsidies, the ongoing government shutdown is now threatening to have real impacts on American air travel. On Wednesday, Transportation Secretary Sean Duffy announced there will have to be 10% reductions in 40 of the most “high traffic” airport locations throughout the country, per NBC. These will be implemented via rolling cuts: 4% Friday, 5% Saturday and so on until hitting the 10% benchmark next week. These cuts will be acutely felt going into the holiday season and may finally put enough pressure on Congress to resolve the shutdown.* Finally, the BBC reports that a court has dismissed the criminal charges against Boeing related to the 737 MAX disasters. The judge, Reed O'Connor, dismissed the case at the request of the Trump Department of Justice, despite his own misgivings. Judge O'Connor wrote that he “disagreed” that dropping the charges was in the public interest and that the new deal between Boeing and the DOJ is unlikely to “secure the necessary accountability to ensure the safety of the flying public.” However, Judge O'Connor lacked the authority to override the request. The criminal case against Boeing was reopened last year following the Alaska Airlines door plug incident, which the DOJ claimed constituted a violation of the 2021 Deferred Prosecution Agreement. Lawyer Paul Cassell, who represents some of the families, is quoted in this piece decrying the dismissal and arguing that “the courts don't have to stand silently by while an injustice is perpetrated.” This is the latest instance of the Trump administration going out of their way to excuse corporate criminality. It will not be the last.This has been Francesco DeSantis, with In Case You Haven't Heard. Get full access to Ralph Nader Radio Hour at www.ralphnaderradiohour.com/subscribe

Guest: Tim Koller, Partner at McKinsey & Company and Co-Author of Valuation: Measuring and Managing the Value of Companies For over three decades, Valuation has been the definitive guide to corporate value creation. Called “the best practitioners' guide to valuation” by the Financial Times and one of “the most influential contemporary books about the world economy” by The Economist, the book has sold over one million copies worldwide. Now in its 8th edition, Tim Koller and his co-authors bring fresh insights on AI, sustainability, digital transformation, and geopolitics—helping business leaders sharpen their decision-making and balance long-term value creation with the pressures of today's markets. In this episode, Tim shares: Why short-term earnings obsession remains the biggest misconception in corporate strategy How AI can help identify groupthink and bias in real time The real impact of tariffs and geopolitics on company valuations How leaders can balance shareholder value with stakeholder needs Why sustainability priorities should be tailored to the unique risks of each industry Lessons from Warren Buffett and contrarian thinkers who resisted market hype What has—and hasn't—changed about being a great CEO since 1990 Tim also reflects on 35 years of writing Valuation, explaining why timeless principles of growth, innovation, and long-term orientation matter more than ever in both stable and volatile times. About the Guest Tim Koller is a partner at McKinsey's Denver office and founder of McKinsey's Strategy and Corporate Finance Insights team. With more than 40 years of consulting experience, he has helped countless executives, boards, and investors navigate complex financial and strategic decisions. Resources & Links

In this episode, Colin Shaw shares a recent personal experience with a major brand that imposed a 'gag order' (NDA) after a poor service experience — and how this reflects a deeper organizational issue: silos. Together with Professor Ryan Hamilton, Colin explores why siloed thinking leads to incoherent customer experiences, how internal motivations can conflict with CX goals, and what leaders must do to ensure learning, trust, and advocacy remain priorities. A must-listen for CX professionals and senior leaders alike. Best Quote: "Who decides? That is the question every leadership team should ask — and answer wisely." Key Takeaways: Organizational silos often lead to decisions that prioritise risk management over customer experience. Legal and PR functions may act rationally within their remit, but this can result in poor CX outcomes without CX leadership involvement. Service recovery is a powerful opportunity to build trust and advocacy — if handled thoughtfully. The presence of gag orders may indicate systemic issues that need urgent attention. CX leaders must break silos, promote organisational learning, and ensure customer trust is considered in every critical decision.   Register for the 'Unleash AI. Reimagine CX launch event' by NiCE  Cognigy https://www.nice.com/lps/nice-cognigy-launch-event?utm_source=influencers&utm_medium=cpc&utm_campaign=NL_Q425_EN_PLT_GLOB_252346_WBN_NiCE-Cognigy-Virtual-Launch-Event&utm_content=0522834&utm_detail=dentsu-influencers-nicecog-glob-colin   About the Hosts: Colin Shaw is a LinkedIn 'Top Voice' with a massive 284,000 followers and 87,000 subscribers to his 'Why Customers Buy' newsletter. Shaw is named one of the world's 'Top 150 Business Influencers' by LinkedIn. His company, Beyond Philosophy LLC, has been selected four times by the Financial Times as a top management consultancy. Shaw is co-host of the top 1.5% podcast 'The Intuitive Customer'—with over 600,000 downloads—and author of eight best-sellers on customer experience, Shaw is a sought-after keynote speaker. Follow Colin on LinkedIn. Ryan Hamilton is a Professor of Marketing at Emory University's Goizueta Business School and co-author of 'The Intuitive Customer' book. An award-winning teacher and researcher in consumer psychology, he has been named one of Poets & Quants' "World's Best 40 B-School Profs Under 40." His research focuses on how brands, prices, and choice architecture influence shopper decision-making, and his findings have been published in top academic journals and covered by major media outlets like The New York Times and CNN. His work highlights how psychology can help firms better understand and serve their customers. Ryan has a new book called "The Growth Dilemma: Managing Your Brand When Different Customers Want Different Things" Harvard Business Press 2025  Follow Ryan on LinkedIn. Subscribe & Follow Apple Podcasts Spotify

One big story captures all six books selected by the Financial Times for their short list of best business books of 2025. As the FT's Senior Business Writer, Andrew Hill, notes, it's the story of the shift in global economic power from the United States to China. It's game over. From Dan Wang's Breakneck, which contrasts China's “engineering state” with America's “lawyering nation,” to Ezra Klein and Derek Thompson's Abundance, chronicling America's inability to build infrastructure, the shortlist reads like an autopsy of American decline. Edward Fishman's Choke Points examines the new age of economic warfare, while Eva Dou's House of Huawei reveals how Chinese companies vaulted past Western competitors. Even Stephen Witt's The Thinking Machine, ostensibly about NVIDIA's triumph, ultimately focuses on the US-China technology race. The judges, Hill admits, “very clearly narrowed in on this highly consequential US-China theme.” Whether chronicling rare earth minerals, clean energy dominance, or regulatory sclerosis, these books ask the same uncomfortable question: Is the American century over?* China's “Engineering State” vs. America's “Lawyering Nation” - Dan Wang's framework in Breakneck captures the fundamental difference: China builds (pouring concrete, clearing regulatory obstacles), while America litigates, creating layers of bureaucracy that prevent infrastructure development.* The Abundance Paradox - Klein and Thompson's bestseller reveals America's core dysfunction: a nation that once defined progress now can't build a high-speed rail link between its two most important California cities, spending billions for thirty yards of track.* Economic Warfare Replaces Free Trade - Edward Fishman's Choke Points documents how sanctions, tariffs, and supply chain control have become the primary weapons of statecraft, with “choke points” entering the policy lexicon as the new language of power.* China Already Controls the Future's Raw Materials - From rare earth minerals to clean energy technology, China has made strategic bets on tomorrow's economy while America remained wedded to oil and coal, creating dependencies that may be impossible to reverse.* Even American Success Stories Are Really About China - NVIDIA's $5 trillion valuation, chronicled in Stephen Witt's The Thinking Machine, isn't purely an American triumph—it's fundamentally about Taiwan, China, and the geopolitical competition for semiconductor dominance.Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

Interview recorded - 4th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on Shaun Rein. Shaun is the Founder and Managing Director of the China Market Research Group (CMR), the world's leading strategic market intelligence firm focused on China. During our conversation we spoke about what is happening on the ground in China, the tariff strategy, consolidation in Chinese manufacturing, secular shift in US excellence, End of the American Empire and more. I hope you enjoy!0:00 - Introduction1:49 - What is happening in China?5:29 - Second order tariffs9:42 - Tariff strategy13:11 - China trade unfairness18:04 - Consolidation of China21:19 - More upside in China?23:59 - Secular shift?26:22 - Trade war ending?29:59 - End of the American Empire?Shaun Rein is the Founder and Managing Director of the China Market Research Group (CMR), the world's leading strategic market intelligence firm focused on China. He works with Boards, billionaires, Heads of States, CEOs and senior executives of Fortune 500 & leading Chinese companies, private equity firms, SMEs and long/ hedge funds to develop their China growth, political and investment strategies. Rein authored the international best-sellers "The War for China's Wallet: Profiting from the New World Order," "The End of Cheap China"​ & "The End of Copycat China."​ Publishers Weekly named "Cheap"​ a "Top 10 business book for 2012." The Financial Times called "Copycat"​ "Intriguing" and said of Wallet: “Mr. Rein's insider tales of what it takes to work in contemporary China are insightful...a toolbox for those who want to work with Chinese companies make it a worthwhile read.”Rein is regularly featured in the Wall Street Journal and The Financial Times. His op-eds have appeared in the New York Times. He frequently appears on CNN, BBC, MarketPlace, CNBC, Bloomberg, PBS and MSNBC. Rein formerly taught executive education classes for London Business School and was a weekly columnist for CNBC and Forbes. He also wrote a column for Bloomberg BusinessWeek. Rein is one of the most sought out keynote speakers focused on innovation, consumer trends and the economy in China.Shaun Rein - Website - http://www.cmrconsulting.com.cn/xsyX - https://x.com/shaunreinYouTube -  @shaunrein4708 WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4X - https://twitter.com/AnthonyFatseasThumbnail image from - https://basc.berkeley.edu/the-u-s-china-trade-war-whats-next/

Edward Luce, U.S. national editor and columnist at the Financial Times and author of Zbig: The Life of Zbigniew Brzezinski, America's Great Power Prophet,joins the show to discuss one of the most interesting characters of the Cold War, Jimmy Carter's national security advisor Zbigniew Brzezinski. ▪️ Times 00:00 The Life and Legacy of Zbigniew Brzezinski 02:55 Carter's Foreign Policy and Brzezinski's Influence 05:56 Contrasting Worldviews: Brzezinski vs. Kissinger 08:52 The Formative Years: War and Identity 11:35 The Cold War Landscape and Brzezinski's Rise 14:34 Order vs. Justice: Diverging Philosophies 17:55 Brzezinski's Strategic Vision for the Cold War 20:57 The Vietnam War and Its Impact on Brzezinski 23:47 Brzezinski's Approach to Foreign Policy 28:35 The Rise of Jimmy Carter and the Trilateral Commission 32:12 Carter's Foreign Policy Challenges: The Middle East and Iran 37:15 Human Rights and the Shift from Nixon to Carter 45:27 Reagan's Continuity and Change: A New Era in Foreign Policy 51:19 The Iranian Revolution and Brzezinski's Legacy Follow along on Instagram, X @schoolofwarpod, and YouTube @SchoolofWarPodcast Find a transcript of today's episode on our School of War Substack

Starbucks Coffee Co announced on Tuesday that it has sold a majority stake in its China business to Boyu Capital, a leading Chinese investment firm, forming a joint venture that will operate Starbucks' retail operations in the country. The move marks a major step in the coffee chain's next phase of growth in its fastest-expanding market. 周二，星巴克咖啡公司宣布，已将其中国业务的大部分股权出售给中国领先投资机构博裕资本，双方将成立一家合资企业，运营星巴克在中国的零售业务。此举标志着这家咖啡连锁企业在其增长最快的市场中，迈出了下一阶段发展的重要一步。Under the agreement, Boyu Capital will acquire up to a 60 percent stake in Starbucks' China retail operations based on a cash-free, debt-free enterprise value of about $4 billion, while the US coffee chain will retain a 40 percent stake. Starbucks will continue to own and license its brand and intellectual property to the new entity.Starbucks estimates the total value of its China retail business will exceed $13 billion, reflecting proceeds from the stake sale, the retained equity interest and the net present value of ongoing licensing payments over the next decade or longer.根据协议，以约40亿美元的无现金、无债务企业估值计算，博裕资本将收购星巴克中国零售业务高达60%的股权，而这家美国咖啡连锁企业将保留40%的股权。星巴克将继续拥有其品牌及知识产权，并将其授权给新成立的实体使用。星巴克估计，其中国零售业务的总价值将超过130亿美元，这一估值涵盖了股权出售所得、持有的股权价值，以及未来十年或更长时间内持续授权费用的净现值。The JV, headquartered in Shanghai, underscores Starbucks' long-term confidence in the Chinese market, where it has operated for more than 26 years and currently runs about 8,000 stores.这家总部位于上海的合资企业，凸显了星巴克对中国市场的长期信心。星巴克已在中国运营超过26年，目前在中国拥有约8000家门店。The company said the partnership aims to expand that footprint to as many as 20,000 locations over time, tapping into demand from smaller cities and emerging regions.星巴克表示，该合作旨在逐步将其在中国的门店数量扩大至2万家，以挖掘三四线城市及新兴地区的市场需求。"Boyu's deep local knowledge and expertise will help accelerate our growth in China, especially as we expand into smaller cities and new regions," said Brian Niccol, chairman and CEO of Starbucks Coffee Co.星巴克董事长兼首席执行官布莱恩・尼科尔表示：“博裕资本深厚的本土经验与专业知识，将助力我们加快在中国的增长步伐，尤其是在我们向中小城市及新区域扩张的过程中。”According to consultancy Euromonitor International, China's specialty coffee and tea shop market reached 132.5 billion yuan ($18.6 billion) in 2024 and is forecast to rise to 273.9 billion yuan by 2029, representing a compound annual growth rate of 13.5 percent.根据欧睿国际咨询公司的数据，2024年中国特色咖啡及茶饮店市场规模达到1325亿元人民币（约合186亿美元），预计到2029年将增至2739亿元人民币，复合年增长率达13.5%。Despite this, Starbucks' market share has slipped in recent years, ranking second behind Luckin Coffee in 2025. Luckin's second-quarter revenue surged 47.1 percent year-on-year to 12.36 billion yuan, while its net profit grew 43.6 percent to 1.25 billion yuan. By the end of June, Luckin's total store count reached 26,206, including nearly 9,300 franchised locations.尽管市场整体增长态势良好，但近年来星巴克的市场份额有所下滑。2025年，其市场排名已落后于瑞幸咖啡，位居第二。瑞幸咖啡第二季度营收同比增长47.1%，达123.6亿元人民币，净利润同比增长43.6%，至12.5亿元人民币。截至6月底，瑞幸咖啡门店总数已达26206家，其中包括近9300家特许经营门店。Starbucks' performance, however, has shown signs of improvement this year. For the quarter ended Sept 28, Starbucks China reported revenue of about $831.6 million, up 5 percent year-on-year, with both the operating profit and profit margin rising for four consecutive quarters.不过，今年星巴克的业绩已显现出改善迹象。在截至9月28日的季度中，星巴克中国营收约为8.316亿美元，同比增长5%，营业利润及利润率已连续四个季度实现增长。Reports of Starbucks' plan to sell a stake in its China business surfaced earlier this year. In July, CNBC reported that more than 30 investors, including Hillhouse Capital, Carlyle, KKR and Centurium Capital — Luckin Coffee's largest shareholder — had expressed interest. By October, the Financial Times reported that five private equity firms had submitted binding bids: Sequoia Capital, Primavera Capital, FountainVest Partners, Carlyle and Boyu Capital. Among them, Carlyle and Boyu were regarded as the frontrunners.有关星巴克计划出售中国业务部分股权的消息于今年早些时候浮出水面。7月，美国消费者新闻与商业频道报道称，包括高瓴资本、凯雷集团、KKR集团以及瑞幸咖啡最大股东大钲资本在内的30多家投资方均表达了兴趣。到10月，英国《金融时报》报道称，已有五家私募股权公司提交了具有约束力的报价，分别是红杉资本、春华资本、方源资本、凯雷集团和博裕资本。其中，凯雷集团与博裕资本被视为热门候选方。Boyu Capital, known for investments in technology, consumer and healthcare sectors, has backed more than 200 companies, including SKP luxury shopping centers, Mixue Group and iQiyi.博裕资本以投资科技、消费及医疗健康领域闻名，已投资超过200家企业，包括SKP奢侈品购物中心、蜜雪冰城集团及爱奇艺等。"This partnership reflects our shared belief in the enduring strength of that brand and the opportunity to bring even greater innovation and local relevance to customers across China," said Alex Wong, partner at Boyu Capital.博裕资本合伙人黄宇铮表示：“此次合作体现了我们对星巴克品牌持久实力的共同信心，也彰显了我们为中国各地消费者带来更多创新产品及本土化服务的机遇。”Industry observers say the deal mirrors McDonald's 2017 sale of its China business to CITIC Capital, which helped the fast-food giant double its restaurant count in eight years through localized decision-making, supply chain development and digital innovation.行业观察人士指出，这笔交易与2017年麦当劳将中国业务出售给中信资本的模式相似。当时，通过本土化决策、供应链建设及数字化创新，麦当劳中国的门店数量在八年内实现了翻倍。Jason Yu, general manager of CTR Market Research, said Boyu's involvement will help Starbucks "optimize store locations, introduce localized products and enhance brand competitiveness in lower-tier markets".央视市场研究总经理虞坚表示，博裕资本的参与将帮助星巴克“优化门店选址、推出本土化产品，并提升其在下沉市场的品牌竞争力”。The transaction is expected to close in the second quarter of Starbucks' fiscal year 2026, subject to regulatory approvals.该交易预计将在星巴克2026财年第二季度完成，具体取决于监管部门的审批情况。stake/steɪk/n.股权；股份joint venture/ˌdʒɔɪnt ˈventʃə(r)/n.合资企业；合资经营

At the start of 2025 there was optimism that the global M&A market would strengthen with the expectation that inflation and interest rates would fall and a more favourable regulatory environment would exist. Yet it was a slow start amid uncertainty. The unpredictability of US trade policy under the Trump administration saw the global Economic Policy Uncertainty Index rise to a 30 year record high in early 2025, decreasing the appetite for deals. But M&A still remains a critical part of a companies growth strategy. So where will the M&A market be at the end of this year and over the next five years? And how can business leaders manage a successful M&A in today's climate and tomorrow's world? Here to discuss this further are Brian Salsberg, Snr Managing Director & Global Head of M&A at FTI Consulting and Massimo Battaini, CEO of Prysmian.Sources: FT Resources, Morrison Foerster, St.Louis Fed, McKinsey, World Uncertainty Index, JP MorganThis content is paid for by Prysmian and is produced in partnership with the Financial Times' Commercial Department. The views and claims expressed are those of the guests alone and have not been independently verified by The Financial Times. Hosted on Acast. See acast.com/privacy for more information.

Financial Times reports Miami developers courting wealthy New Yorkers fleeing Zohran Mamdani's NYC. PBD and the crew debate taxes, crime, and whether an exodus will lift Florida real estate. Will businesses and jobs follow south, or is this hype over a short-lived surge?

Carl Quintanilla, Jim Cramer and David Faber led off the show with the government shutdown's impact on air travel: Transportation Secretary Sean Duffy and Federal Aviation Administration officials announced a 10% reduction in air traffic at 40 major U.S. airports, beginning Friday. The anchors reacted to Nvidia CEO Jensen Huang softening comments he made to the Financial Times about China beating the U.S. in the AI race. Shares of Arm Holdings and Qualcomm moved in opposite directions after each company posted earnings. The watch is on to see how Tesla shareholders vote on CEO Elon Musk's $1 trillion pay package at the EV maker's annual meeting. Also in focus: Big market swings for Thursday's earnings winners and losers. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple's China story is more than a business case — it's a mirror of globalization itself.In this eye-opening conversation, Patrick McGee, Financial Times journalist and author of Apple in China, sits down with Pankaj Agarwal to explore how Apple's greatest triumph became its biggest challenge.

Ravit Dotan argues that the primary barrier to accountable AI is not a lack of ethical clarity, but organizational roadblocks. While companies often understand what they should do, the real challenge is organizational dynamics that prevent execution—AI ethics has been shunted into separate teams lacking power and resources, with incentive structures that discourage engineers from raising concerns. Drawing on work with organizational psychologists, she emphasizes that frameworks prescribe what systems companies should have but ignore how to navigate organizational realities. The key insight: responsible AI can't be a separate compliance exercise but must be embedded organically into how people work. Ravit discusses a recent shift in her orientation from focusing solely on governance frameworks to teaching people how to use AI thoughtfully. She critiques "take-out mode" where users passively order finished outputs, which undermines skills and critical review. The solution isn't just better governance, but teaching workers how to incorporate responsible AI practices into their actual workflows.  Dr. Ravit Dotan is the founder and CEO of TechBetter, an AI ethics consulting firm, and Director of the Collaborative AI Responsibility (CAIR) Lab at the University of Pittsburgh. She holds a Ph.D. in Philosophy from UC Berkeley and has been named one of the "100 Brilliant Women in AI Ethics" (2023), and was a finalist for "Responsible AI Leader of the Year" (2025). Since 2021, she has consulted with tech companies, investors, and local governments on responsible AI. Her recent work emphasizes teaching people to use AI thoughtfully while maintaining their agency and skills. Her work has been featured in The New York Times, CNBC, Financial Times, and TechCrunch. Transcript My New Path in AI Ethics (October 2025) The Values Encoded in Machine Learning Research (FAccT 2022 Distinguished Paper Award) - Responsible AI Maturity Framework  

¿Problemas de adicción al #alcohol, #drogas…? ☎️ 915 630 447 ¡LLAMANOS 24H! 🌐 https://bienestar.neurosalus.com/ Solicita ahora mismo información sobre tratamientos de desintoxicación, precios, disponibilidad de plazas… HA SIDO POSIBLE CREAR EL PROGRAMA “LA REUNIÓN SECRETA” GRACIAS A TU AYUDA COMO GUARDIÁN MECENAS. ***** HAZTE MECENAS EN https://www.patreon.com/lareunionsecreta Esta noche vive un nuevo directo de #LaReuniónSecreta​ desde la 22:00​ hora española. Te decimos lo que nadie dice: sin anestesia y sin edulcorantes. ¡La Reunión Secreta somos todos! No se lo digas a nadie… ¡PÁSALO! 🔁💪🤫 🎸 CARLITOS TÍNEZ https://www.youtube.com/channel/UC0eeuxpQ70z-Pe0rHhOq9Fg Conexiones en directo con: Conexiones en directo con: - Johny The Knife (Maestro del cuchillo. Figura reconocida en el mundo del cuchilleo) - José Carlos González-Hurtado (Elegido por el Financial Times entre los ‘Top 100 Global Board Candidates’. Reconocido como ‘Mejor Empresario del Año’. ‘Top 10 líderes de Israel’. Presidente de EWTN España, la mayor red religiosa de medios de comunicación del mundo) - Enrique Echazarra (Investigador del mundo del misterio, con más de 15 años de experiencia. Cofundador de la Asociación de Investigación y Divulgación CEIP de Vitoria. Colaborador habitual en Cuarto Milenio) Con el equipo habitual de La Reunión Secreta: Dr. José Miguel Gaona, Joan Miquel MJ, Carlos Martínez, Lourdes Martínez, Marta Vim, Olga Ralló, Luna de María, Tatiana y Piluca. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ SÍGUENOS EN REDES Twitter: https://twitter.com/lrsecreta Instagram: https://www.instagram.com/lareunionsecreta/ Facebook: https://www.facebook.com/LRsecreta REDES SOCIALES DEL EQUIPO | DR. JOSÉ MIGUEL GAONA | - https://twitter.com/doctorgaona | DIRECTOR | - Joan Miquel MJ - https://www.instagram.com/official_joan_miquel_mj/ | PRODUCTORA | - Lourdes Martínez - https://twitter.com/chicadelaradio | AYUDANTE DE DIRECCIÓN | - Olga Ralló - https://twitter.com/olgarallo | AYUDANTE DE PRODUCCIÓN | - Carlos Martínez - https://twitter.com/Carlitos_Tinez _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

De heffingen van president Trump zijn ineens onzeker geworden. Het Amerikaanse Hooggerechtshof moest tijdens een hoorzitting oordelen of die tarieven wel deugen. Ondanks dat Trump een meerderheid van de (conservatieve) rechters achter zich heeft, zijn ze bepaalt niet op zijn hand.De uitspraak is er nog niet, maar volgens veel deskundigen ziet het er niet goed uit voor de president. Dat zijn tarieven van de baan zijn. Slecht voor hem, maar goed voor jou? We bespreken het deze aflevering uitgebreid.Ondertussen maakt Maersk, de Deense vrachtvaarder, zich geen zorgen over de handelsoorlog. De internationale handel gaat gewoon door, blijkt uit de kwartaalcijfers. Hebben we het ook over AirFrance-KLM. En dan voornamelijk over 'de blauwe trots'. KLM presteert namelijk nog steeds niet goed en dat begint toch wel op te vallen. Opvallen doet Meta, maar dan in negatieve zin. Uit gelekte documenten blijkt dat het bedrijf miljarden verdient aan frauduleuze advertenties. Meta moet zich nu waarschijnlijk schrap zetten voor boetes of strengere regels van de toezichthouder. See omnystudio.com/listener for privacy information.

Michael Stott, editor para América Latina del Financial Times, explica los modelos de relacionamiento de otros países de la región con Washington y qué podemos aprender de ellos.

Edward Luce discusses how Zbigniew Brzezinski, National Security Advisor to President Carter, sought to bring down the USSR and end the Cold War by magnifying the Politburo' dilemmas. During the Cold War, two dominant émigré figures emerged in United States national security strategy making: Henry Kissinger (Republican) and Zbigniew Brzezinski (Democrat). Zbigniew Brzezinski played a pivotal behind-the-scenes role in Jimmy Carter's presidential campaign, later serving as Carter's National Security Advisor. Often described as the realist 'Yin' to Carter's idealistic 'Yang,' Brzezinski was a trusted confidant of the President. However, his often-hawkish foreign policy stance created tensions within the Democratic Party and led to challenging relationships with colleagues in the State Department and Department of Defence. His efforts to bring down the Soviet Union earned the admiration of Ronald Reagan, whose Republican administration continued many of Brzezinski's policies. The consequences of some of these policies, though, caused problems later. Edward Luce is the North America Editor of the Financial Times. He published a recent biography of Zbigniew Brzezinski that sought to reclaim Brzezinski's reputation as a leading architect of the strategy that brought the Cold War to an end without it becoming hot.   Further Reading Edward Luce, Zbig. The life of Zbig Brzezinski: America's great power prophet (New York: Simon & Schuster, 2025). Zbigniew Brzezinski, Strategic Vision; American and the Crisis of Global Power, Basic Books, 2012, available at: https://archive.org/details/strategicvisiona0000brze Zbigniew Brzezinski, The Grand Chessboard: American Primacy and its Geostrategic Imperatives, Basic Books, 1997, available at: https://archive.org/details/grandchessboarda00brze_0/mode/2up Zbigniew Brzezinski, Out of Control: Global Turmoil on the Eve of the 21st Century, Collier Books, 1993, available at: https://archive.org/details/outofcontrolglob00brze/mode/2up Zbigniew Brzezinski, Power and Principle: Memoirs of the National Security Adviser, 1977–1981 (New York: Farrar, Straus, Giroux, 1983). Justin Vaïsse, Zbigniew Brzezinski: America's Grand Strategist (Cambridge, MA: Harvard University Press, 2018)

Watch the full episode on our YouTube channel: youtube.com/@mreapodcastWe're sitting down with researcher and industry truth-teller, Mike DelPrete, to cut through the noise on tech, AI, and what clients really want from us. Mike's work has appeared in The New York Times, The Wall Street Journal, the Financial Times, and The Economist. He teaches, studies the business, and backs every take with data.We dig into the psychology behind home sales and why our industry is harder to “disrupt” than startups think. Mike shares fresh findings from secret-shopper research: Half of online and in-person leads never get a follow-up. We connect that to the three client traits that win listings and loyalty: 1. Be patient, 2. Be knowledgeable, and 3. Be transparent.We also explore AI in two simple buckets. Bucket one includes an operating-expense buster that helps us work faster and cleaner. Bucket two shows a shift in how people search. Then we get tactical by explaining how reviews are trust signals, why a tight niche can help you, and when a cadence of communication that matches each client's expectations builds value.If you're ready to trade opinions for proof, this episode gives you a clear playbook to act on today.Resources:Mike DelPrete's research hub: MikeDP.comListen: Context podcast by Mike DelPreteRead $100M Offers by Alex HormoziOrder the Millionaire Real Estate Agent Playbook | Volume 3Connect with Jason:LinkedinProduced by NOVAThis podcast is for general informational purposes only. The views, thoughts, and opinions of the guest represent those of the guest and not  Keller Williams Realty, LLC and its affiliates, and should not be construed as financial, economic, legal, tax, or other advice. This podcast is provided without any warranty, or guarantee of its accuracy, completeness, timeliness, or results from using the information.WARNING! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an autodialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance.

Pelle Neroth Taylor is a Swedish-British journalist, filmmaker, and political writer based in Sweden, renowned for his investigative work on geopolitics, propaganda, political assassinations, and the rise of European populism. Educated at Westminster School and Bristol University, he began his career in the early 1990s reporting for The Economist from the post-communist Baltic States, later editing and contributing to outlets like The Guardian, The Independent on Sunday, The Times, Financial Times, Sunday Times, New Scientist, and The Lancet. As founder of Two Raven Films, he has produced documentaries such as Sweden, Dying to Be Multicultural, a critical examination of Sweden's immigration policies that has garnered over 2 million views on platforms like Amazon Prime and Blckbx TV, and Cancel Nation, addressing censorship and cancel culture. Tickets to Cornerstone Forum 26': https://www.showpass.com/cornerstone26/Tickets to the Mashspiel:https://www.showpass.com/mashspiel/Silver Gold Bull Links:Website: https://silvergoldbull.ca/Email: SNP@silvergoldbull.comText Grahame: (587) 441-9100Bow Valley Credit UnionBitcoin: www.bowvalleycu.com/en/personal/investing-wealth/bitcoin-gatewayEmail: welcome@BowValleycu.com Use the code “SNP” on all ordersProphet River Links:Website: store.prophetriver.com/Email: SNP@prophetriver.comGet your voice heard: Text Shaun 587-217-8500

Tim Richards is the CEO and Founder of Vue International—one of Europe's largest cinema groups. He joins Will Bain for the Big Boss Interview to share his remarkable journey from mergers and acquisitions (M&A) lawyer to major Hollywood player, all sparked by a chance ad in the Financial Times. The anonymous job listing turned out to be for a role at Paramount and Universal, leading to first-class travel on Concorde and a front-row seat in the film industry.Despite the glitz and glamour, Tim recounts a moment of reckoning when he realised his division was in trouble. That prompted him to seek a new venture—and Vue was born. Raising capital and acquiring the Warner Brothers circuit became, pardon the pun, paramount to Vue's success. In a scene straight out of a Hollywood film, Tim describes a rival cinema boss who, over lunch, threatened to build across the street from every Vue location in a bid to run them out of town.Tim reflects on how the industry has evolved over his four decades in it, including the catastrophic impact of COVID-19, which forced all Vue cinemas worldwide to close for two years. He describes the experience as an “emotional rollercoaster,” admitting to moments of real struggle.The conversation shifts to the rise of streaming and the so-called “content wars.” Tim doesn't see Netflix and Disney+ as direct competitors. Instead, he views other out-of-home entertainment—like theme parks and football matches—as the real rivals. He's confident there's room for both streaming and theatrical releases and is optimistic about the future, especially with a new wave of films and innovations on the horizon.He also addresses the challenge of attracting younger audiences and keeping cinema affordable, while criticising government policies that raise costs for the leisure sector—arguing they often hurt the very people they aim to help.Despite the hardships the industry has faced, Tim believes 2026 could break all box office records.His story has all the trappings of blockbuster movie, but it's unlikely to be streamed first.00:18 Sean Farrington and Will Bain set out who Tim Richards is and give overview of topics 01:42 Tim Richards joins the interview 02:55 Tim's early career as a lawyer and move into entertainment 04:01 Working at Paramount and Universal; global cinema industry in the 80s/90s 06:05 Tim's transition from studio executive to entrepreneur 09:38 Identifying a gap in the cinema market 11:28 The pivotal Warner Brothers Circuit acquisition 12:48 Innovations in cinema experience: stadium seating and customer focus 14:00 The impact of the pandemic and streaming on the cinema industry 16:21 Theatrical vs. streaming releases; industry changes post-pandemic 19:45 The ongoing role of made-for-TV movies and studio strategies 22:05 The emotional toll of the pandemic and business survival 23:55 Innovations in customer experience: frictionless cinema visits 26:30 Record-breaking attendance across genres and demographics 27:30 The challenge of attracting younger audiences 28:30 Cinema pricing, accessibility, and dynamic pricing strategies 29:45 Navigating rising costs and government policy impacts 30:45 The future of cinema: upcoming films and industry optimism 32:00 Supporting British and independent films; new ventures 36:00 Closing remarks and outroPresenter: Will Bain Producer: Olie D'Albertanson Editor: Henry Jones

Swiss cheese agreements. Overspending by big tech - could that be their  downfall? A rate cut in the dark and AI's Impact on Future Workforce. Guest: Vitaliy Katsenelson is discussing the basic math of the markets, including where to actually find bargains. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Follow @andrewhorowitz Vitaliy Katsenelson, born  and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his  family three brothers, father, and stepmother. His  professional career is easily described in one sentence: He invest, He educates, he writes, and he could not dream of doing anything else. He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his  graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his  CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his  day job. He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has  written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on. He was profiled in Barron‘s, and has  been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows. Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007). Follow @vitaliyk Check this out and find out more at: http://www.interactivebrokers.com/ More information available on Horowitz & Company's TDI Managed Growth Strategy Stocks discussed this week (ORCL), AMZN), (MSFT), (DIS), (AMD), (NVDA), (NOK)

Jeff Clements is the co-founder and CEO of American Promise. He served twice as Assistant Attorney General of Massachusetts, most notably as Chief of the Public Protection and Advocacy Bureau, where he led more than 100 attorneys and staff in critical law enforcement areas, including consumer protection, antitrust, and unfair trade practices. A frequent national speaker and author of a 2014 book called the "definitive guide to overturning Citizens United," Jeff's commentary has appeared in major outlets including The New York Times, Financial Times, and Newsweek. Get his 2014 book Corporations Are Not People here: https://amzn.to/48WFKJV Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio. He is the host of the podcast Open Book with Anthony Scaramucci. A graduate of Tufts University and Harvard Law School, he lives in Manhasset, Long Island.

Day 1,346.Today, as Ukrainian forces hang on in Pokrovsk, we discuss more reports coming out of the city of Russian troops fighting in civilian clothes – a clear war crime. Plus, we hear about Ukraine's latest long range strikes inside Russia and look at a worrying message from the International Atomic Energy Agency that accuses Moscow of targeting three of Ukraine's nuclear power plants. Later, we hear how a Ukrainian opera lost for 250 years premiered earlier this month in Chernivtsi, accompanied by the sound of air alerts.Contributors:Dominic Nicholls (Associate Editor of Defence). @DomNicholls on X.Adélie Pojzman-Pontay (Journalist and Producer). @adeliepjzon X.With thanks to Nataliya Lukyanova and James ButterwickSIGN UP TO THE NEW ‘UKRAINE: THE LATEST' WEEKLY NEWSLETTER:https://secure.telegraph.co.uk/customer/secure/newsletter/ukraine/ Each week, Dom Nicholls and Francis Dearnley answer your questions, provide recommended reading, and give exclusive analysis and behind-the-scenes insights – plus maps of the frontlines and diagrams of weapons to complement our daily reporting. It's free for everyone, including non-subscribers.CONTENT REFERENCED:Russian soldiers disguised in civilian clothes infiltrating front-line city (The Telegraph):https://www.telegraph.co.uk/world-news/2025/08/13/russian-soldiers-disguised-civilian-clothing-infiltrating/Poland, Hungary and Slovakia defy Brussels as Ukraine trade deal takes effect (POLITICO)https://www.politico.eu/article/poland-hungary-and-slovakia-defy-brussels-as-ukraine-trade-deal-takes-effect/Trump-Vladimir Putin Budapest summit axed following Moscow memo (Financial Times):https://www.ft.com/content/d6655fb1-31af-4da8-85f7-085a8fc00969Hungary's foot-dragging on Russian oil crashes into realityhttps://www.politico.eu/article/hungary-foot-dragging-russian-oil-crashes-reality-croatia-sanction/ LISTEN TO THIS PODCAST IN NEW LANGUAGES:The Telegraph has launched translated versions of Ukraine: The Latest in Ukrainian and Russian, making its reporting accessible to audiences on both sides of the battle lines and across the wider region, including Central Asia and the Caucasus. Just search Україна: Останні Новини (Ukr) and Украина: Последние Новости (Ru) on your on your preferred podcast app to find them. Listen here: https://linktr.ee/ukrainethelatestSubscribe: telegraph.co.uk/ukrainethelatestEmail: ukrainepod@telegraph.co.uk Hosted on Acast. See acast.com/privacy for more information.

Peter Atwater is one of the world's leading experts on confidence and its role in decision-making. He is a professor of behavioral economics at William and Mary and the author of a new book, The Confidence Map, published this year. Peter has a unique background, transitioning from a successful career in financial services to focus on studying confidence. He is a sought-after speaker and has been featured in Bloomberg Television, The Financial Times, the Wall Street Journal, and Time Magazine. Peter joined host Robert Glazer on the Elevate Podcast to discuss The Confidence Map and how confidence factors into leadership, economics, decision-making, and more. Thank you to the sponsors of The Elevate Podcast Mizzen & Main: ⁠⁠⁠⁠⁠⁠⁠mizzenandmain.com⁠⁠⁠⁠⁠⁠⁠ (Promo Code: elevate20) Shopify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠shopify.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Indeed: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠indeed.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Masterclass: ⁠⁠⁠⁠⁠⁠⁠masterclass.com/elevate⁠⁠⁠⁠⁠⁠⁠ Found: ⁠⁠⁠⁠⁠⁠⁠found.com/elevate Learn more about your ad choices. Visit megaphone.fm/adchoices

Mona Charen and Financial Times columnist Ed Luce discuss how Trump's second term has gone from chaos to control — from a fake war in Venezuela to a culture of fear in Washington.  They talk about the money, the mobs, the East Wing demolition, and how power in America is now moving at “the speed of light.” Go to https://Quince.com/Mona for free shipping and 365-day returns.

Steve reacts to data compiled by the Financial Times regarding birth rates among progressives and conservatives and says it's the perfect encapsulation of the Left-Right dynamic since the Reagan years. Then, Ben Zeisloft joins the program to talk about his new book, "Forsakers of the Fatherless." In Hour Two, Fake News or Not reacts to a clip of a street preacher confronting an LGBT-affirming "church." Finally, Pop Culture Tuesday is a takedown of Snoop Dogg's backpedaling on his critical comments about the rainbow jihad. TODAY'S SPONSORS: FIRST CUP COFFEE: https://firstcup.com/ use code DEACE RELIEF FACTOR: VISIT https://www.relieffactor.com/ OR CALL 800-4-RELIEF JASE MEDICAL: https://jasemedical.com/ and enter code “DEACE” at checkout for a discount on your order REAL ESTATE AGENTS I TRUST: https://realestateagentsitrust.com/ CHIRP: https://gochirp.com/pages/steve-deace use promo code STEVE Learn more about your ad choices. Visit megaphone.fm/adchoices