London-based international daily newspaper
POPULARITY
Categories
Edward Luce, Russell Muirhead, Lauren Harper Pope, and Yascha Mounk on this week's news. In this week's conversation, Ed Luce, Russ Muirhead, Lauren Harper Pope, and Yascha Mounk discuss the recent Saudi visit and what it says about Donald Trump's broader foreign policy, the direction of the MAGA movement, and the fallout in the Democratic Party from Marie Gluesenkamp Perez challenging Chuy Garcia's succession scheme. Edward Luce is the U.S. national editor and a columnist at the Financial Times, and the author of Zbig: The life of Zbig Brzezinski: America's Great Power Prophet. Russell Muirhead teaches Government at Dartmouth College. He is the author, with Nancy Rosenblum, of Ungoverning: The Attack on the Administrative State and the Politics of Chaos. He serves in the New Hampshire House of Representatives where he focuses on election law. Lauren Harper Pope is a Welcome Co-Founder working to depolarize American politics and strengthen a centrist faction of the Democratic Party that wins and governs responsibly through work with The Welcome Party (c4), WelcomePAC, and The Welcome Democracy Institute (c3). Lauren leads the coordinated (hard side) program for WelcomePAC, and she writes at WelcomeStack.org. Email: leonora.barclay@persuasion.community Podcast production by Jack Shields and Leonora Barclay. Connect with us! Spotify | Apple | Google X: @Yascha_Mounk & @JoinPersuasion YouTube: Yascha Mounk, Persuasion Learn more about your ad choices. Visit megaphone.fm/adchoices
This week, Pascal Donohue announced that he was standing down as Minister for Finance in order to take up a prestigious new job at the World Bank. Chief Economics Correspondent of the Financial Times, Martin Wolf, joins Richard to discuss Donohue's international reputation and what he can expect from his new role.
The market rallied this week following Nvidia's earnings, only for it all to come tumbling down on Friday as bitcoin, tech, AI, and bitcoin miners sold off. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Haley Thomson, the director of energy trading at Luxor Technology, joins us to talk about how AI demand is impacting the ERCOT power market. For news, we break down Nvidia's Q3 earnings and the market's Thursday morning reversal, dissect a load growth report that suggests there are currently 166GW of US load growth demand through 2030, and discuss Cipher's $830M extension with Fluidstack. And for this week's cry corner, The Financial Times is doing its best to report on AI like it has with Bitcoin. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Hash price at all-time low: $36.97/PH/day • Previous low was August 2024 at $38/PH/day • 166GW load growth projected through 2030 • Cipher's deal: $830M over 10 years • Google backstop: $333M revenue guarantee • Oracle lost $350B market cap post-AI deal Timestamps: 00:00 Start 01:56 Difficulty report 07:32 Nvidia smashes earnings 12:24 Grid Strategy Forecast Report 36:37 Cipher Fluidstack deal 39:25 Cry Corner: Oracle down bad?
Timothy Ash, who has been professional economist for more than 30 years, with two thirds of that in the banking industry. Timothy's specialism is emerging European economics, and he writes and blogs extensively on economic challenges for leading publications such as the Kyiv Post, Atlantic Council, the Financial Times, and the United Business Journal. He is also an Associate Fellow in the Russia and Eurasia programme at Chatham House and has advised various governments on Ukraine-Russia policy and specifically on the impact of sanctions.----------Tetyana Nesterchuk is Barrister and Arbitrator at Fountain Court Chambers. She is a UK expert at the Council of Bars and Law Societies of Europe, and a vocal Ukrainian in London. Nesterchuk is doing everything in her power to aid Ukraine's fight against Russia's invasion. For Nesterchuk, the war didn't start in 2022. The war began in 2014 when her hometown of Donetsk was overtaken by Russia-backed separatists before eventually being annexed two years ago. Some of her most vital work now centres on the seizure of Russian state assets, the funds from which she hopes can be redistributed to pay for vital services so sorely needed by the embattled Ukrainian population. She acknowledges that she won't be able to save Ukraine alone, but she won't ever stop doing her part to help.----------TETYANA NESTERCHUK LINKS:https://fountaincourt.uk/profile/tetyana-nesterchuk/https://www.linkedin.com/in/tetyana-nesterchuk-a4469a21/https://www.thelawyer.com/microeventpeople/tetyana-nesterchuk/TIMOTHY ASH LINKS:https://timothyash.substack.com/ https://www.chathamhouse.org/about-us/our-people/timothy-ashhttps://www.linkedin.com/in/timothy-ash-83a87158/https://cepa.org/author/timothy-ash/----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtain----------DESCRIPTION:Analyzing the Controversial Ukraine-Russia Peace Plan with ExpertsJoin us in this critical discussion with Timothy Ash and Tetyana Nesterchuk as they delve into the recent developments around the so-called peace negotiation process between the US and Russia. The conversation focuses on the controversial peace plan, suspected to be influenced by Moscow, and its potential implications for Ukraine, Europe, and global security. Timothy Ash, an economist with extensive experience in Ukrainian affairs, and Tetyana Nesterchuk, a barrister and expert in European law, provide their insights on the complexities of the plan, the influence of Russian psychological operations, and the broader geopolitical stakes. They also highlight the importance of Europe leveraging frozen Russian assets to support Ukraine and push back against conceding to Russian demands. This episode emphasizes the urgent need for a principled stance on international law and the decisive action required from European leaders.----------
This year, alongside writing his own book, Tony was gripped by that of another writer - Ian Leslie's ‘John & Paul: A Love Story in Songs'. Tony, who is a lifelong Beatles fan, has invited Ian onto Cunningcast to chat all about The Beatles. In Part 1 of this 3 Part series, Ian and Tony explore how a shared adolescent intensity, mutual trauma, and obsessive love of music forged the unique and complex relationship between John and Paul that fuelled the Beatles's extraordinary innovation. This is audible in songs such as We Can Work It Out and If I Fell, where harmonic complexity reflects their intertwined identities. They trace how the band's early experiences, especially in Hamburg, were transformative, exposing them to avant-garde influences, encouraging them to see themselves as artists, and blending silliness and Dada-like humour, which ultimately helped them discover who they were as a band. Hosted by Sir Tony Robinson | Instagram @sirtonyrobinsonProducer: Melissa FitzGerald | X @melissafitzgWithIan Leslie | www.ian-leslie.comIan Leslie is the author of acclaimed and bestselling books on human psychology and creativity which have been translated into over a dozen languages. Malcolm Gladwell describes him as “one of my favourite writers”. Ian has written for the Financial Times, the Economist, the New York Times, The Sunday Times, and the New Statesman, among others, covering everything from technology to politics to music.‘John & Paul: A Love Story in Songs' | https://ian-leslie.com/johnandpaul/ | The New York Times and Sunday Times bestseller Follow us on our socials:Instagram @cunningcastpod | X @cunningcastpod | YouTube @cunningcast | TikTok @cunningcast-------If you enjoy this podcast, please follow us and leave us a rating or review.Thank you, Love Tony x Hosted on Acast. See acast.com/privacy for more information.
Transcript of the interview Minna Salami is a writer, social critic, and thought leader on feminism, knowledge production, and the aesthetics and structures of power. She formerly served as Programme Chair and Senior Fellow at THE NEW INSTITUTE, where she led the Black Feminism and the Polycrisis programme. Her work sits at the intersection of ideas, culture, and systems thinking, with a commitment to making complex theories accessible through books, essays, public speaking, and creative projects. She is the author of Can Feminism Be African? (Harper Collins, 2025) and Sensuous Knowledge: A Black Feminist Approach for Everyone (Bloomsbury, 2020), which has been translated into multiple languages. Her writing also appears in numerous anthologies and educational publications exploring feminism, African philosophy, media, and cultural criticism. Her work has featured in The Guardian, The Financial Times, The Ideas Letter, Project Syndicate, and The Philosopher, and she has delivered talks at global institutions including TEDx, the Institute of Arts and Ideas, the European Commission, the Oxford and Cambridge Unions, Yale, and Singularity University at NASA. Salami was the creative director of the short film Black Feminism and the Polycrisis, which won the Silver Award for Public Service and Activism at the 2024 Lovie Awards. From 2019 to 2022, she co-directed Activate, an intersectional feminist movement that supported minoritised women in politics and community organising through visibility campaigns, mentoring, and fundraising. The initiative played a key role in shifting narratives and resources toward a more inclusive political landscape in the UK. She has also worked as a Research Associate and Editor at Perspectiva, advised governments on gender equality, developed national school curricula, and curated cultural events at institutions such as the Victoria & Albert Museum in London. Her blog, MsAfropolitan, launched in 2010, has reached over a million readers and remains a platform for exploring feminist and African-centred approaches to contemporary life. Salami is a Full Member of the Club of Rome, a BMW Foundation Responsible Leader, and serves on the advisory boards of the African Feminist Initiative at Penn State University and Public Humanities at Cambridge University Press, as well as the council of the British Royal Institute of Philosophy. Links to References:Apart Together – essay on Leopold Senghor and Aimé Césaire's radical vision for the world Africa's Populist Trap for The Ideas Letter The Niger River and the Dearth of History: Deconstructing the Myths of Mungo Park by Ezenwa E. Olumba 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
Transcript of the interview Minna Salami is a writer, social critic, and thought leader on feminism, knowledge production, and the aesthetics and structures of power. She formerly served as Programme Chair and Senior Fellow at THE NEW INSTITUTE, where she led the Black Feminism and the Polycrisis programme. Her work sits at the intersection of ideas, culture, and systems thinking, with a commitment to making complex theories accessible through books, essays, public speaking, and creative projects. She is the author of Can Feminism Be African? (Harper Collins, 2025) and Sensuous Knowledge: A Black Feminist Approach for Everyone (Bloomsbury, 2020), which has been translated into multiple languages. Her writing also appears in numerous anthologies and educational publications exploring feminism, African philosophy, media, and cultural criticism. Her work has featured in The Guardian, The Financial Times, The Ideas Letter, Project Syndicate, and The Philosopher, and she has delivered talks at global institutions including TEDx, the Institute of Arts and Ideas, the European Commission, the Oxford and Cambridge Unions, Yale, and Singularity University at NASA. Salami was the creative director of the short film Black Feminism and the Polycrisis, which won the Silver Award for Public Service and Activism at the 2024 Lovie Awards. From 2019 to 2022, she co-directed Activate, an intersectional feminist movement that supported minoritised women in politics and community organising through visibility campaigns, mentoring, and fundraising. The initiative played a key role in shifting narratives and resources toward a more inclusive political landscape in the UK. She has also worked as a Research Associate and Editor at Perspectiva, advised governments on gender equality, developed national school curricula, and curated cultural events at institutions such as the Victoria & Albert Museum in London. Her blog, MsAfropolitan, launched in 2010, has reached over a million readers and remains a platform for exploring feminist and African-centred approaches to contemporary life. Salami is a Full Member of the Club of Rome, a BMW Foundation Responsible Leader, and serves on the advisory boards of the African Feminist Initiative at Penn State University and Public Humanities at Cambridge University Press, as well as the council of the British Royal Institute of Philosophy. Links to References:Apart Together – essay on Leopold Senghor and Aimé Césaire's radical vision for the world Africa's Populist Trap for The Ideas Letter The Niger River and the Dearth of History: Deconstructing the Myths of Mungo Park by Ezenwa E. Olumba Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/gender-studies
Transcript of the interview Minna Salami is a writer, social critic, and thought leader on feminism, knowledge production, and the aesthetics and structures of power. She formerly served as Programme Chair and Senior Fellow at THE NEW INSTITUTE, where she led the Black Feminism and the Polycrisis programme. Her work sits at the intersection of ideas, culture, and systems thinking, with a commitment to making complex theories accessible through books, essays, public speaking, and creative projects. She is the author of Can Feminism Be African? (Harper Collins, 2025) and Sensuous Knowledge: A Black Feminist Approach for Everyone (Bloomsbury, 2020), which has been translated into multiple languages. Her writing also appears in numerous anthologies and educational publications exploring feminism, African philosophy, media, and cultural criticism. Her work has featured in The Guardian, The Financial Times, The Ideas Letter, Project Syndicate, and The Philosopher, and she has delivered talks at global institutions including TEDx, the Institute of Arts and Ideas, the European Commission, the Oxford and Cambridge Unions, Yale, and Singularity University at NASA. Salami was the creative director of the short film Black Feminism and the Polycrisis, which won the Silver Award for Public Service and Activism at the 2024 Lovie Awards. From 2019 to 2022, she co-directed Activate, an intersectional feminist movement that supported minoritised women in politics and community organising through visibility campaigns, mentoring, and fundraising. The initiative played a key role in shifting narratives and resources toward a more inclusive political landscape in the UK. She has also worked as a Research Associate and Editor at Perspectiva, advised governments on gender equality, developed national school curricula, and curated cultural events at institutions such as the Victoria & Albert Museum in London. Her blog, MsAfropolitan, launched in 2010, has reached over a million readers and remains a platform for exploring feminist and African-centred approaches to contemporary life. Salami is a Full Member of the Club of Rome, a BMW Foundation Responsible Leader, and serves on the advisory boards of the African Feminist Initiative at Penn State University and Public Humanities at Cambridge University Press, as well as the council of the British Royal Institute of Philosophy. Links to References:Apart Together – essay on Leopold Senghor and Aimé Césaire's radical vision for the world Africa's Populist Trap for The Ideas Letter The Niger River and the Dearth of History: Deconstructing the Myths of Mungo Park by Ezenwa E. Olumba Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/political-science
Transcript of the interview Minna Salami is a writer, social critic, and thought leader on feminism, knowledge production, and the aesthetics and structures of power. She formerly served as Programme Chair and Senior Fellow at THE NEW INSTITUTE, where she led the Black Feminism and the Polycrisis programme. Her work sits at the intersection of ideas, culture, and systems thinking, with a commitment to making complex theories accessible through books, essays, public speaking, and creative projects. She is the author of Can Feminism Be African? (Harper Collins, 2025) and Sensuous Knowledge: A Black Feminist Approach for Everyone (Bloomsbury, 2020), which has been translated into multiple languages. Her writing also appears in numerous anthologies and educational publications exploring feminism, African philosophy, media, and cultural criticism. Her work has featured in The Guardian, The Financial Times, The Ideas Letter, Project Syndicate, and The Philosopher, and she has delivered talks at global institutions including TEDx, the Institute of Arts and Ideas, the European Commission, the Oxford and Cambridge Unions, Yale, and Singularity University at NASA. Salami was the creative director of the short film Black Feminism and the Polycrisis, which won the Silver Award for Public Service and Activism at the 2024 Lovie Awards. From 2019 to 2022, she co-directed Activate, an intersectional feminist movement that supported minoritised women in politics and community organising through visibility campaigns, mentoring, and fundraising. The initiative played a key role in shifting narratives and resources toward a more inclusive political landscape in the UK. She has also worked as a Research Associate and Editor at Perspectiva, advised governments on gender equality, developed national school curricula, and curated cultural events at institutions such as the Victoria & Albert Museum in London. Her blog, MsAfropolitan, launched in 2010, has reached over a million readers and remains a platform for exploring feminist and African-centred approaches to contemporary life. Salami is a Full Member of the Club of Rome, a BMW Foundation Responsible Leader, and serves on the advisory boards of the African Feminist Initiative at Penn State University and Public Humanities at Cambridge University Press, as well as the council of the British Royal Institute of Philosophy. Links to References:Apart Together – essay on Leopold Senghor and Aimé Césaire's radical vision for the world Africa's Populist Trap for The Ideas Letter The Niger River and the Dearth of History: Deconstructing the Myths of Mungo Park by Ezenwa E. Olumba Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/critical-theory
Transcript of the interview Minna Salami is a writer, social critic, and thought leader on feminism, knowledge production, and the aesthetics and structures of power. She formerly served as Programme Chair and Senior Fellow at THE NEW INSTITUTE, where she led the Black Feminism and the Polycrisis programme. Her work sits at the intersection of ideas, culture, and systems thinking, with a commitment to making complex theories accessible through books, essays, public speaking, and creative projects. She is the author of Can Feminism Be African? (Harper Collins, 2025) and Sensuous Knowledge: A Black Feminist Approach for Everyone (Bloomsbury, 2020), which has been translated into multiple languages. Her writing also appears in numerous anthologies and educational publications exploring feminism, African philosophy, media, and cultural criticism. Her work has featured in The Guardian, The Financial Times, The Ideas Letter, Project Syndicate, and The Philosopher, and she has delivered talks at global institutions including TEDx, the Institute of Arts and Ideas, the European Commission, the Oxford and Cambridge Unions, Yale, and Singularity University at NASA. Salami was the creative director of the short film Black Feminism and the Polycrisis, which won the Silver Award for Public Service and Activism at the 2024 Lovie Awards. From 2019 to 2022, she co-directed Activate, an intersectional feminist movement that supported minoritised women in politics and community organising through visibility campaigns, mentoring, and fundraising. The initiative played a key role in shifting narratives and resources toward a more inclusive political landscape in the UK. She has also worked as a Research Associate and Editor at Perspectiva, advised governments on gender equality, developed national school curricula, and curated cultural events at institutions such as the Victoria & Albert Museum in London. Her blog, MsAfropolitan, launched in 2010, has reached over a million readers and remains a platform for exploring feminist and African-centred approaches to contemporary life. Salami is a Full Member of the Club of Rome, a BMW Foundation Responsible Leader, and serves on the advisory boards of the African Feminist Initiative at Penn State University and Public Humanities at Cambridge University Press, as well as the council of the British Royal Institute of Philosophy. Links to References:Apart Together – essay on Leopold Senghor and Aimé Césaire's radical vision for the world Africa's Populist Trap for The Ideas Letter The Niger River and the Dearth of History: Deconstructing the Myths of Mungo Park by Ezenwa E. Olumba Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/world-affairs
Transcript of the interview Minna Salami is a writer, social critic, and thought leader on feminism, knowledge production, and the aesthetics and structures of power. She formerly served as Programme Chair and Senior Fellow at THE NEW INSTITUTE, where she led the Black Feminism and the Polycrisis programme. Her work sits at the intersection of ideas, culture, and systems thinking, with a commitment to making complex theories accessible through books, essays, public speaking, and creative projects. She is the author of Can Feminism Be African? (Harper Collins, 2025) and Sensuous Knowledge: A Black Feminist Approach for Everyone (Bloomsbury, 2020), which has been translated into multiple languages. Her writing also appears in numerous anthologies and educational publications exploring feminism, African philosophy, media, and cultural criticism. Her work has featured in The Guardian, The Financial Times, The Ideas Letter, Project Syndicate, and The Philosopher, and she has delivered talks at global institutions including TEDx, the Institute of Arts and Ideas, the European Commission, the Oxford and Cambridge Unions, Yale, and Singularity University at NASA. Salami was the creative director of the short film Black Feminism and the Polycrisis, which won the Silver Award for Public Service and Activism at the 2024 Lovie Awards. From 2019 to 2022, she co-directed Activate, an intersectional feminist movement that supported minoritised women in politics and community organising through visibility campaigns, mentoring, and fundraising. The initiative played a key role in shifting narratives and resources toward a more inclusive political landscape in the UK. She has also worked as a Research Associate and Editor at Perspectiva, advised governments on gender equality, developed national school curricula, and curated cultural events at institutions such as the Victoria & Albert Museum in London. Her blog, MsAfropolitan, launched in 2010, has reached over a million readers and remains a platform for exploring feminist and African-centred approaches to contemporary life. Salami is a Full Member of the Club of Rome, a BMW Foundation Responsible Leader, and serves on the advisory boards of the African Feminist Initiative at Penn State University and Public Humanities at Cambridge University Press, as well as the council of the British Royal Institute of Philosophy. Links to References:Apart Together – essay on Leopold Senghor and Aimé Césaire's radical vision for the world Africa's Populist Trap for The Ideas Letter The Niger River and the Dearth of History: Deconstructing the Myths of Mungo Park by Ezenwa E. Olumba Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/african-studies
Poor public service performance was a key reason for Labour's victory in the 2024 election. Following the new government's first multi-year spending review and a major reshuffle, this event brough together a panel of experts to discuss how successfully Labour has managed public services since coming to office. This event brought together a panel of experts to discuss these key questions: What was Labour's public service inheritance? How much progress has the government made on public services since the election? What impact with the spending review have on public service performance? What are the biggest public service challenges that need to be addressed over the rest of the parliament? What are the implications for the budget? As the Institute for Government published the latest edition of Performance Tracker, written in partnership with the Nuffield Foundation, which featured new analysis on the performance of public services, Amber Dellar, Stuart Hoddinott and Cassia Rowland, presented the key findings. They were joined by Stephen Bush, associate editor and columnist at the Financial Times. This event was chaired by Nick Davies, Programme Director at the Institute for Government, with an introduction by Mark Franks at the Nuffield Foundation. This event was kindly supported by the Nuffield Foundation.
Transcript of the interview Minna Salami is a writer, social critic, and thought leader on feminism, knowledge production, and the aesthetics and structures of power. She formerly served as Programme Chair and Senior Fellow at THE NEW INSTITUTE, where she led the Black Feminism and the Polycrisis programme. Her work sits at the intersection of ideas, culture, and systems thinking, with a commitment to making complex theories accessible through books, essays, public speaking, and creative projects. She is the author of Can Feminism Be African? (Harper Collins, 2025) and Sensuous Knowledge: A Black Feminist Approach for Everyone (Bloomsbury, 2020), which has been translated into multiple languages. Her writing also appears in numerous anthologies and educational publications exploring feminism, African philosophy, media, and cultural criticism. Her work has featured in The Guardian, The Financial Times, The Ideas Letter, Project Syndicate, and The Philosopher, and she has delivered talks at global institutions including TEDx, the Institute of Arts and Ideas, the European Commission, the Oxford and Cambridge Unions, Yale, and Singularity University at NASA. Salami was the creative director of the short film Black Feminism and the Polycrisis, which won the Silver Award for Public Service and Activism at the 2024 Lovie Awards. From 2019 to 2022, she co-directed Activate, an intersectional feminist movement that supported minoritised women in politics and community organising through visibility campaigns, mentoring, and fundraising. The initiative played a key role in shifting narratives and resources toward a more inclusive political landscape in the UK. She has also worked as a Research Associate and Editor at Perspectiva, advised governments on gender equality, developed national school curricula, and curated cultural events at institutions such as the Victoria & Albert Museum in London. Her blog, MsAfropolitan, launched in 2010, has reached over a million readers and remains a platform for exploring feminist and African-centred approaches to contemporary life. Salami is a Full Member of the Club of Rome, a BMW Foundation Responsible Leader, and serves on the advisory boards of the African Feminist Initiative at Penn State University and Public Humanities at Cambridge University Press, as well as the council of the British Royal Institute of Philosophy. Links to References:Apart Together – essay on Leopold Senghor and Aimé Césaire's radical vision for the world Africa's Populist Trap for The Ideas Letter The Niger River and the Dearth of History: Deconstructing the Myths of Mungo Park by Ezenwa E. Olumba Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/politics-and-polemics
Poor public service performance was a key reason for Labour's victory in the 2024 election. Following the new government's first multi-year spending review and a major reshuffle, this event brough together a panel of experts to discuss how successfully Labour has managed public services since coming to office. This event brought together a panel of experts to discuss these key questions: What was Labour's public service inheritance? How much progress has the government made on public services since the election? What impact with the spending review have on public service performance? What are the biggest public service challenges that need to be addressed over the rest of the parliament? What are the implications for the budget? As the Institute for Government published the latest edition of Performance Tracker, written in partnership with the Nuffield Foundation, which featured new analysis on the performance of public services, Amber Dellar, Stuart Hoddinott and Cassia Rowland, presented the key findings. They were joined by Stephen Bush, associate editor and columnist at the Financial Times. This event was chaired by Nick Davies, Programme Director at the Institute for Government, with an introduction by Mark Franks at the Nuffield Foundation. This event was kindly supported by the Nuffield Foundation. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Transcript of the interview Minna Salami is a writer, social critic, and thought leader on feminism, knowledge production, and the aesthetics and structures of power. She formerly served as Programme Chair and Senior Fellow at THE NEW INSTITUTE, where she led the Black Feminism and the Polycrisis programme. Her work sits at the intersection of ideas, culture, and systems thinking, with a commitment to making complex theories accessible through books, essays, public speaking, and creative projects. She is the author of Can Feminism Be African? (Harper Collins, 2025) and Sensuous Knowledge: A Black Feminist Approach for Everyone (Bloomsbury, 2020), which has been translated into multiple languages. Her writing also appears in numerous anthologies and educational publications exploring feminism, African philosophy, media, and cultural criticism. Her work has featured in The Guardian, The Financial Times, The Ideas Letter, Project Syndicate, and The Philosopher, and she has delivered talks at global institutions including TEDx, the Institute of Arts and Ideas, the European Commission, the Oxford and Cambridge Unions, Yale, and Singularity University at NASA. Salami was the creative director of the short film Black Feminism and the Polycrisis, which won the Silver Award for Public Service and Activism at the 2024 Lovie Awards. From 2019 to 2022, she co-directed Activate, an intersectional feminist movement that supported minoritised women in politics and community organising through visibility campaigns, mentoring, and fundraising. The initiative played a key role in shifting narratives and resources toward a more inclusive political landscape in the UK. She has also worked as a Research Associate and Editor at Perspectiva, advised governments on gender equality, developed national school curricula, and curated cultural events at institutions such as the Victoria & Albert Museum in London. Her blog, MsAfropolitan, launched in 2010, has reached over a million readers and remains a platform for exploring feminist and African-centred approaches to contemporary life. Salami is a Full Member of the Club of Rome, a BMW Foundation Responsible Leader, and serves on the advisory boards of the African Feminist Initiative at Penn State University and Public Humanities at Cambridge University Press, as well as the council of the British Royal Institute of Philosophy. Links to References:Apart Together – essay on Leopold Senghor and Aimé Césaire's radical vision for the world Africa's Populist Trap for The Ideas Letter The Niger River and the Dearth of History: Deconstructing the Myths of Mungo Park by Ezenwa E. Olumba Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/book-of-the-day
Tariff juggling - just moving them around - no studies, no rationale Big Moves - One of the worst Novembers since 2008 The Big Short - End of a Era? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Last Few Days for IBIT CTP - Closing Price This Friday - The Big Short - End of a Era? - What is happening to Bitcoin? - THC laws changing - interesting loophole closed Markets - Tariff juggling - just moving them around - no studies, no rationale - Big Moves - One of the worst Novembers since 2008 - Hindenburg Omen - Fed Losing Cred WHY? - If tariffs are not inflationary and this administration has brought down prices on groceries.... - President Trump signed an EO Friday lowering tariffs on beef, tomatoes, coffee and bananas, according to Bloomberg - So , just shooting from the hip on all of this are we? --- Seriously, where is the plan, where is the analysis, where are the results? Total horseshit More Tariffs - Switzerland and U.S. agree to trade deal; U.S. will lower tariffs to 15% from 39%; Swiss companies are planning to make direct investments in the USA amounting to $200 billion by the end of 2028 - Switzerland will reduce some import duties on US Imports - For other US export interests, a solution was agreed that takes Switzerland's agricultural policy interests into account: under the agreement, Switzerland will grant the US duty-free bilateral tariff quotas on selected US export products: 500 tonnes for beef, 1,000 tonnes for bison meat and 1,500 tonnes for poultry meat. - Furthermore, Swiss companies are planning to make direct investments in the USA amounting to $200 bln by the end of 2028. - What did we accomplish here? - Just going back to what it was with a slightly higher tariff on Swiss goods than before...BECAUSE WE WERE GETTING KILLED WITH FOOD COSTS Fed Update - Markets no longer view December as a sure bet - Lots of Fed speakers out with commentary that is hawkish - Currently, there is a 46% chance of a rate cut by 0.25% - a month ago it was at 95% - AND, they should not cut in the absence of all data (Stephan Miran looking for 0.50%, but he is a total tool) More Horseshit! - Former Federal Reserve Board Gov. Adriana Kugler broke the central bank's rules regarding stock trading, according to a report released by the U.S. Government Ethics Office. - Now we know why she abruptly resigned a few months ago - That disclosure shows two kinds of violations of Fed rules regarding financial transactions by senior officials at the central bank: purchases of stocks of individual companies, as opposed to mutual funds; and purchases of securities during so-called “blackout periods” leading up to and after Federal Open Market Committee meetings. - Oh - Supposedly her husband did it - but come on! - Fed losing more credibility - this is not the first time.... StampFlation - The Postal Service filed notice with the Postal Regulatory Commission for Shipping Services price changes to take effect Jan. 18, 2026. The proposed adjustments were approved by the governors of USPS this week. - The change would raise prices approximately 6.6 percent for Priority Mail service, 5.1 percent for Priority Mail Express service, 7.8 percent for USPS Ground Advantage and 6.0 percent for Parcel Select. BIG - Michael Burry, the investor whose successful bets against the U.S. housing market in 2008 were recounted in the movie "The Big Short," is closing his hedge fund, Scion Asset Management. - In a letter to investors dated October 27, a copy of which was seen by Reuters, Burry said he would liquidate the funds and return capital, "but for a small audit/tax holdback" by the end of the year. - "My estimation of value in securities is not now, and has not been for some time, in sync with the markets," Burry said in the letter. - Put on a big OPTIONS short on NVDA and PLTR - We checked and his Registration expired.. Has about $155 million under management - not so much.. - He hinted that he will be back doing something and will announce on November 25th... Softbank - We know that they CUT all of their NVDA holdings - Looking at the 13F, also cut ORCL - New position in INTC - Looking to raise significant cast to outlay to private companies over the next couple of months. - Stock is up 120% YTD, DOWN 12% last week - Did you know He had for many years the distinction of being the person who had lost the most money in history (more than $59 billion during the dot-com crash of 2000 alone, when his SoftBank shares plummeted), a feat surpassed by Elon Musk in the following decades. THC Blues ??? - A new ban, tucked into legislation ending the longest shutdown in history, outlaws products containing more than 0.4 milligrams of total THC per container. == Industry executives said that threshold will wipe out 95% of the $28 billion hemp retail market when it takes effect in a year. - 300,000 jobs could be effected ($28 billion annually) - Possible that state laws will win out, but clearly Federal laws are not going the way of the industry. - Concern that the blackmarket will grow again - However, this can be seen in several ways as it may be cleaning up some of the selling of things like Delta-8 those weird knock-offs seen at gas stations) UK Tax Scrap - British government bond yields rose sharply on Friday morning as investors react to reports that Finance Minister Rachel Reeves will scrap an expected increase in income tax. - The moves came as investors reacted to a report from the Financial Times of an income tax U-turn. - Remember that they did a similar plan a few years ago that caused major havoc with markets and currencies until they withdrew the idea. How Does This Work? - House Republicans drafting legislation that will redirect Affordable Care Act subsidies to individuals and away from health insurance companies, according to Politico Some Eco ...?? - Employment Situation for September 2025 that was supposed to be released on Friday, October 3, 2025, will now be release Thursday, November 20, 2025 8:30 AM ET - What about October? White House says it may NEVER be released Hindenburg Omen - There was some excitement in the world of technical analysis the past two weeks as we saw 5 separate signals fire for something called the Hindenburg Omen. This is a warning signal of trouble, but trouble does not always come. What is fair to say is that Hindenburg Omen signals have appeared at every major stock market top going back several decades. - According to Tom McClellan: The current count of 5 signals is not as big as some other clusters. But we got 4 signals in a cluster at the end of 2021, ahead of the 2022 bear market. So 4 is enough, if the market is inclined to live up to this warning. And 2 signals were enough back in December 2024 and March 2025 to tell us about the trouble in the market which unfolded in the April 2025 tariff reaction minicrash. But 5 is better. Pied Piper - Losing Followers - OpenAi plans to invest $1.4 Trillion over the next 5 years or so - Biggest beneficiary - Oracle - Stock went from $250 to $340 overnight - now a $220 (Full Round-trip) - Oracle is looking to raise $38 billion in debt sales to help fund its AI buildout, according to sources with knowledge of the matter who asked not to be named because the information is confidential. Bloomberg reported on the planned debt raise last month. Disney Earnings - Hmmmmm...... - Shares fall 8% as revenue misses - Digging in for a prolonged flight with YouTube - The company also missed quarterly revenue expectations as the cable weakness overshadowed strong growth in the company's streaming and parks businesses central to its growth. - Family of 4 - Trip to Disney - A 3-night trip with tickets and dining is estimated to be between $6,000 and $9,000 Starbucks - Can it get any worse for this company? - Starbucks Workers United launched a strike in more than 40 cities and 65 stores on the day of chain's Red Cup Day sales event. - NY incoming Mayor Mandami says there should be a total boycott of the stores - The union is pushing for improved hours, higher wages and the resolution of hundreds of unfair labor practice charges levied against Starbucks. Buffett - Berkshire - Berkshire Hathaway revealed a $4.3 billion stake in Google parent Alphabet (GOOGL), and further reduced its stake in Apple (AAPL), detailing its equity portfolio for the last time before Warren Buffett ends his 60-year run as chief executive officer. - They also sold more Bank of America - *6% reduction - although still the thrid largest stockholder - Sold homebuilder DR Horton - Bought position in Domino's Pizza and Chubb ---- DPZ chart looks terrible Over to China - Economy not getting any better - Fixed-asset investment contracted 1.7% for the first ten months of the year, steepening from a 0.5% decline in the January-to-September period. - Retail sales climbed 2.9% in October from a year earlier, softening from a 3% year-on-year rise in September. - Industrial output expanded 4.9% in October, a slowdown from a 6.5% rise in the prior month. - The last time China recorded a contraction in fixed-asset investment was in 2020 during the pandemic, according to data going back to 1992 from Wind Information, a private database focused on the country. Electric Prices - We know that the new wave of data centers are requiring HUGE amounts of energy to keep them running - Residential utility bills rose 6% on average nationwide in August compared with the same period in the previous year, according to the U.S. Energy Information Administration.
Shai Reshef, founder of University of the People, joins Dustin to share how his radically accessible, tuition-free, accredited online university is scaling globally and rewriting the rules of what college can be. From refugee learners in conflict zones to first-generation students from all over the world, University of the People is serving 170,000+ students with a bold vision: higher ed should be affordable, flexible, and job-relevant. This episode is a masterclass in educational innovation, AI integration, and mission-driven leadership.Guest Name: Shai Reshef - Founder & President of University of the PeopleGuest Social: LinkedInGuest Bio: Shai Reshef is the President of University of the People (UoPeople). Reshef has over 25 years of experience in the international education market. Reshef has been widely recognized for his work with UoPeople, including being awarded the 2023 Yidan Prize for Educational Development, referred to as the Nobel Prize for Education; an honorary doctorate from the Open University, named one of Fast Company's 100 Most Creative People in Business; awarded an Ashoka fellowship; joined UN-GAID as a High-level Adviser; granted an RSA Fellowship; selected by The Huffington Post as the Ultimate Game Changer in Education; nominated as one of Wired Magazine's 50 People Changing the World; and selected as a Top Global Thinker by Foreign Policy Magazine.An expert on the intersection of education and technology, Reshef has spoken internationally at conferences, including DLD, TED, World Economic Forum, EG5 Conference, Google's Higher Education Summit, ASU+GSV, SXSW, The Economist's Annual Human Potential Summit, Financial Times' Innovation Conference, and the Schools for Tomorrow Event for the New York Times. He has also lectured at Yale, Harvard, Stanford, and Oxford, among others. Reshef's TED Talk and Nas Daily video about the University have over 30M views combined. Reshef holds an M.A. in Chinese Politics from the University of Michigan. - - - -Connect With Our Host:Dustin Ramsdellhttps://www.linkedin.com/in/dustinramsdell/About The Enrollify Podcast Network:The Higher Ed Geek is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too!Enrollify is made possible by Element451 — The AI Workforce Platform for Higher Ed. Learn more at element451.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
durée : 00:02:19 - L'Humeur du matin par Guillaume Erner - par : Guillaume Erner - D'après le Financial Times, la Chine n'a pas seulement inventé les fake news : elle a inventé les fake numbers. Appelons-les les numox — des chiffres lisses, ronds, impeccables, qui tiennent debout exactement comme une armoire Ikea montée sans les vis. - réalisation : Félicie Faugère
durée : 00:02:19 - L'Humeur du matin par Guillaume Erner - par : Guillaume Erner - D'après le Financial Times, la Chine n'a pas seulement inventé les fake news : elle a inventé les fake numbers. Appelons-les les numox — des chiffres lisses, ronds, impeccables, qui tiennent debout exactement comme une armoire Ikea montée sans les vis. - réalisation : Félicie Faugère
Le cours de l'or a atteint un sommet historique, notamment parce que la Banque centrale de Chine a multiplié ses achats. Avec toujours en tête, la volonté de dédollariser un peu l'économie mondiale. L'or a battu tous les records en 2025. Et depuis le mois d'octobre, son cours a dépassé 4 000 dollars l'once. Et ce sont les achats des banques centrales qui ont soutenu la hausse. Que ce soit par exemple la Banque centrale d'Azerbaïdjan ou du Kazakhstan. Mais Pékin est de loin le premier acheteur. La banque centrale chinoise pourrait, selon certaines sources, avoir acheté dix fois plus d'or qu'elle ne l'a officiellement déclaré. Les analystes de la banque Société générale, interrogés par le Financial Times, estiment que les achats chinois représentent cette année un tiers de la demande mondiale de l'ensemble des banques centrales. Pas moins de 250 tonnes. Contester le dollar Le phénomène s'est accéléré depuis 2022 et le gel des avoirs de la banque centrale russe après l'invasion de l'Ukraine. Le but est à la fois de moins dépendre de la justice occidentale et c'est aussi la preuve de la contestation du dollar comme pierre angulaire du système financier mondial. Ces motivations concernent au-delà de la Chine un grand nombre de pays en développement. L'achat de l'or se fait notamment au détriment des bons du trésor américain. Cela répond à un objectif de dédollarisation des réserves de valeur des banques centrales. Et cela, personne ne veut publiquement l'assumer, surtout avec l'imprévisible Donald Trump à la Maison Blanche. Les banques centrales restent donc discrètes concernant leurs achats. Il y a quatre ans, 90 % d'entre eux étaient rapportés spontanément au Fonds monétaire international (FMI) qui tient les comptes. Aujourd'hui, on estime que seul un tiers des achats est déclaré. Le Cambodge en pionnier Pour aller plus loin, la Chine propose même désormais à ses amis de stocker pour leur compte l'or qu'ils achètent. C'est une information rapportée par l'agence Bloomberg en septembre dernier concernant l'or acheté sur la place de Shanghai. Un service historiquement offert à de nombreux pays : l'Angleterre, la Suisse et les États-Unis. Le Cambodge est le premier pays à avoir accepté pour de futurs achats. Son or sera stocké dans la zone économique de Shenzhen (Shenzhen's bonded warehouses). Pour Pékin, il s'agit tout à la fois de favoriser le développement de sa place financière, d'offrir une alternative aux services occidentaux, et bien sûr au dollar, utilisé partout ailleurs dans le monde pour le commerce de l'or. Pour Phnom Penh, c'est avant tout un geste politique à l'égard de son principal partenaire commercial, qui détient par ailleurs plus de 30 % de la dette du pays. À lire aussiLa demande pour l'or atteint un record grâce aux investisseurs
The cryptocurrency market is struggling as bitcoin has lost all its gains from this year, and HSBC leaders cannot agree on the bank's next chair of the board. Plus, the US House of Representatives votes on the release of the Jeffrey Epstein files today, and the Financial Times' Alison Killing explains why an estimated multitrillion-dollar infrastructure project in Saudi Arabia may take decades to get done. Mentioned in this podcast:Crypto market sheds $1.1tn as traders shun speculative assetsHSBC board at odds over candidates to succeed Mark Tucker as chairDonald Trump backs vote to release Jeffrey Epstein filesEnd of The Line: how Saudi Arabia's Neom dream unravelledToday's FT News Briefing was produced by Victoria Craig, Fiona Symon, Persis Love, and Marc Filippino. Our show was mixed by Kent Militzer. Additional help from Gavin Kallmann, Michael Lello and David da Silva. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Geraldine Wharry is one of the world's leading Fashion Futurists. As a Regenerative Futures Architect, she helps partners decode emergence and implement change, whilst adopting strategies leveraging creative, systemic and environmental imperatives.Trusted by organisations ranging from Nike, Samsung, Afterpay, Christian Dior to Seymour Powell, Geraldine's blend of strategic, regenerative and creative foresight has been applied across fashion, beauty, technology, sustainability, culture, media, gaming, the arts, health, travel and industrial design. Geraldine is also a regular speaker on stages ranging from SXSW to the Adidas global headquarters. Her views on a future of fashion that stands at the crossroads of Tech, Purpose and Sustainability are regularly featured on the BBC, Vogue, The Financial Times, BoF and other international press publications. She writes about strategic futures for Dazed Beauty and in her monthly column 'Tomorrow' for Spur Magazine in Japan.Questioning established future foresight methods and innovation implementation problems, by applying regenerative futures thinking and Biomimicry, has been a running thread in Geraldine's practice and the school community hybrid she founded, Trend Atelier. She is a regular guest lecturer at leading universities in Europe.As a Fellow of the Royal Society for the Arts and a member of the United Nations' Conscious Fashion & Lifestyle network, Geraldine Wharry's mission is to inspire leaders, industries and people to enact visionary futures, for the greater good of the people and planet.Support the showThank you for listening! Follow us through our website or social media!https://www.thecolorauthority.com/podcasthttps://www.instagram.com/the_color_authority_/https://www.linkedin.com/company/78120219/admin/
En de verkopen exploderen. Vijf keer zo veel denken ze te gaan verkopen in de komende vijf jaar. Waar ze afgelopen jaar nog voor 10 miljard euro aan bommen en tanks verkochten, ziet het Duitse defensiebedrijf Rheinmetall dat in 2030 toenemen naar 50 miljard euro. En daarbij gaan ze uit van een aantal scenario's, die niet mals zijn. En die ook nog eens opgesteld zijn in samenwerking met geheime diensten. Wat die zijn en wat dat voor defensie-aandelen betekent, hoor je in deze aflevering. Verder zwaaien we alwéér een AEX-bedrijf uit. AkzoNobel heeft een fusiepartner gevonden in het Amerikaanse Axalta. Samen worden ze een verf- en coatingbedrijf van zo'n 17 miljard dollar. En op termijn moet het dan ook gedaan zijn met de notering in Amsterdam. We zoeken voor je uit of je AkzoNobel straks moet gaan missen. En je hoort over de topman van Google. Zelfs hij heeft het over een mogelijke AI-bubbel. En hij heeft een onheilspellende boodschap. Als die bubbel knapt, gaat iedereen dat voelen. Maar hij vindt al die miljardeninvesteringen dan wel weer geheel terecht.See omnystudio.com/listener for privacy information.
Le débat autour du rôle d'Alibaba dans les activités de l'armée chinoise a ressurgi après la publication d'un article du Financial Times. Le quotidien britannique affirmait que le géant du commerce en ligne fournirait un appui technique à certaines opérations menées par Pékin contre des cibles américaines. Pour étayer ces accusations, le journal s'appuyait sur une note interne de la Maison-Blanche, bien que ses auteurs reconnaissent ne pas avoir pu vérifier ces éléments de manière indépendante.Selon les allégations relayées dans l'article, Alibaba transmettrait au gouvernement et à l'armée des informations sensibles issues de sa plateforme, notamment des adresses IP et des historiques d'achat d'utilisateurs. Une telle coopération, si elle était avérée, représenterait selon Washington une potentielle menace pour la sécurité nationale américaine. Mais tout reste au stade des affirmations non corroborées et ne repose sur aucune preuve publique.Alibaba a immédiatement contesté ces accusations. Un porte-parole du groupe, interrogé par l'AFP, a qualifié l'ensemble des éléments rapportés de « complètement faux ». L'entreprise estime même que cette affaire serait instrumentalisée dans le cadre d'une campagne de communication hostile, visant à fragiliser le rapprochement commercial engagé récemment entre Donald Trump et Xi Jinping, après plusieurs mois de tensions et de surenchère tarifaire.La Chine a également réagi. Un représentant de l'ambassade chinoise à Washington a rappelé sur le réseau X que Pékin n'avait jamais exigé, ni n'exigerait, que des entreprises collectent ou transmettent des données à l'étranger en contournant les lois locales. Les autorités chinoises affirment régulièrement qu'elles ne forcent pas les entreprises privées, y compris les géants technologiques, à coopérer illégalement avec l'État.Ce climat tendu intervient alors que la rivalité technologique entre les États-Unis et la Chine atteint un niveau inédit. Les deux pays se disputent la domination dans des secteurs stratégiques comme les semi-conducteurs, le cloud et surtout l'intelligence artificielle. Le même jour, la start-up américaine Anthropic a indiqué avoir contré une tentative de cyberespionnage conduite en grande partie par une IA, opération attribuée à un groupe baptisé GTG-1002 et supposé lié à l'appareil étatique chinois.Interrogé sur ces accusations de cyberespionnage et sur le rôle potentiel d'Alibaba, un porte-parole du ministère chinois des Affaires étrangères a déclaré ne pas avoir connaissance de ce dossier. Il a rappelé que Pékin se dit engagé dans la lutte contre les activités de piratage informatique.À ce stade, ni preuve publique ni confirmation officielle ne viennent étayer les affirmations initiales du Financial Times. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
The 5 things you need to know before the stock market opens today: Berkshire Hathaway has taken a roughly $5 billion stake in Google parent Alphabet, the Financial Times is reporting that Apple is stepping up the search for CEO Tim Cook's successor, Treasury Secretary Scott Bessent says the Trump Administration plan to send Americans rebate checks from tariff revenue would require legislation, Netflix's 10-for-1 stock split happens today, and YouTube and Disney reach a deal after a two-week standoff. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Carl Quintanilla, David Faber and Sara Eisen covered market volatility and the AI trade ahead of this week's Nvidia earnings report. Alphabet shares jumped after Berkshire Hathaway disclosed a $5 billion stake in the company. The anchors reacted to a Financial Times report which states Apple is ramping up its succession plan for CEO Tim Cook. Also in focus: Morgan Stanley's S&P 500 price target of 7800, Dell downgraded, retail earnings preview and the consumer, what Anthropic's CEO told CBS' "60 Minutes" about AI and jobs, Netflix's 10-for-1 stock split goes into effect, Fed Vice Chair Philip Jefferson's comments on risks, Fmr. Federal Reserve Governor Kevin Warsh slams the central bank in a WSJ op-ed. 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.
Na 14 jaar is het wel mooi geweest voor Tim Cook. Volgens de Financial Times is de zoektocht naar zijn opvolger als CEO van Apple van start. Geen ruzie, of grote fout. Cook is gewoon op pensioengerechtigde leeftijd, en kan dus van zijn verdiensten gaan genieten. Het levert wel een probleem op, want wie oh wie moet in die grote schoenen van hem gaan staan? En wat betekent die keuze voor de toekomst van Apple? Dat bespreken we deze aflevering. Verder hebben we het over de man die al lang met pensioen had moeten zijn, maar dat eindelijk binnenkort maar eens gaat doen. Warren Buffett zat jarenlang op een geldberg van honderden miljarden dollars, maar geeft nu toch weer wat ervan uit. Zijn Berkshire Hathaway steekt een slordige 5 miljard dollar in Alphabet, het moederbedrijf van Google. En dat terwijl het aandeel Alphabet al een enorme stijging achter de rug heeft. Ook hoor je over tech-investeerder Peter Thiel. Die verkoopt juist zijn grootste belang. Gaat om zijn investering in Nvidia. Dat komt woensdag met de kwartaalcijfers, maar daar gaat Thiel niet op wachten. En we vertellen je over Trump die op de knietjes gaat. Hij geeft toe: zijn importheffingen zorgen voor enorme inflatie.See omnystudio.com/listener for privacy information.
On revient sur le départ annoncé de Yann LeCun, patron de la recherche en IA chez, GPT-5.1, la chute du robot russe AIdol, la chaussette connectée d'Apple : l'actu techno vue depuis Paris et Montréal.Avec Bruno Guglielminetti (Mon Carnet)Yann LeCun claque la porte de MetaLe cofondateur de l'IA moderne quitte Meta après douze ans. Une rupture révélée par le Financial Times qui traduit un désaccord de fond avec Mark Zuckerberg. L'arrivée d'une nouvelle direction plus business-oriented, incarnée par Alexandr Wang (Scale AI), aurait précipité son départ. Yann LeCun pourrait lancer sa propre start-up — une bonne nouvelle pour une IA plus éthique et utile.GPT-5.1 : plus personnalisé, plus utile ?OpenAI corrige le tir après le flop de GPT-5. La version 5.1 promet une IA plus « friendly », avec des vitesses de réponse réglables (Auto, Instant, Thinking) et des interactions plus naturelles. Mais la vraie question reste : à quel prix ? Selon Forbes, faire tourner Sora, le générateur vidéo d'OpenAI, coûterait 15 millions de dollars par jour.Russie : le bide robotiqueLe robot humanoïde russe AIdol s'effondre en direct lors de sa présentation officielle. Une séquence surréaliste qui contraste avec les approches plus prudentes d'acteurs comme Wandercraft (France) ou 1X Technologies (Norvège). Ces entreprises misent sur l'intégration industrielle et l'assistance au quotidien plutôt que sur l'effet d'annonce.Côté smartphone : OnePlus 15, iPhone PocketBruno teste le OnePlus 15 : design soigné, autonomie de deux jours, processeur Qualcomm dernière génération… un excellent rapport qualité/prix. Pendant ce temps, Apple commercialise l'iPhone Pocket, un étui textile designé par Issey Miyake vendu jusqu'à 250 € — un produit gadget déjà culte… et introuvable.À écouter dans Monde Numérique et Mon CarnetDans L'Hebdo, je donne la parole à SiPearl, concepteur du futur microprocesseur souverain européen, et je reçois le journaliste Guillaume Grallet pour son livre Pionniers.Dans Mon Carnet, Bruno Guglielminetti revient sur le sommet du jeu vidéo à Montréal, l'impact des IA sur le site du gouvernement du Québec, et les essentiels pour se lancer dans le podcast.-----------♥️ Soutien : https://mondenumerique.info/don
Many people hunger for success but struggle to balance what they pursue on the outside with what they need on the inside. According to Dr. Hitendra Wadhwa, we can learn how to have our outer success reflect our inner core. He teaches how our five core energies can create outer impact from a place of inner mastery. Dr. Wadhwa is a professor at Columbia Business School and the founder of the Mentora Institute and Mentora Foundation. His work has been covered by Fortune, CNN, Financial Times, The Wall Street Journal, and Forbes, among others. He is the author of the book, Inner Mastery, Outer Impact: How Your Five Core Energies Hold the Key to Success.
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.
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
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.
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
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.