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Trump's decision to hike Canada auto tariffs to 50% after trade talks collapsed marks one of the most aggressive moves yet in the ongoing US-Canada trade war. We explain how this reshapes auto supply chains, raises car prices for American consumers, and what the broader tariff escalation signals for North American economic integration.Today's Stocks & Topics: The Hershey Company (HSY), Market Wrap, DICK'S Sporting Goods, Inc. (DKS), Memory Squeeze, Gold, Trade War 2.0: Canada Auto Tariffs Hit 50% and What It Means for Your Wallet, Target Corporation (TGT), Blue Bird Corporation (BLBD), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, KPP Newsletter, Long Term Care in Retirement.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Donald Trump has restarted his trade war with Canada. Prime Minister Mark Carney revealed that the US government made last-minute demands for control over Canada's trade deals, critical minerals, and French language policies, violating the country's sovereignty. Ben Norton explains how the trade war could blow back, given the USA's dependence on Canadian oil, exacerbating the global energy crisis caused by Trump's war on Iran. VIDEO: https://www.youtube.com/watch?v=D97iyWy4-KU Check out our related video explaining why the US lost its trade war with China: https://www.youtube.com/watch?v=PtuYVMrXmAM Topics 0:00 US trade war with Canada 1:17 US dependence on Canada's oil 2:35 Potential blowback on US economy 3:25 Trump sabotages his own USMCA 4:52 Trump's "art of the deal" 5:52 US violated deals with Iran 6:48 US "power play" with Canada 7:57 (CLIP) PM Mark Carney on sovereignty 9:03 US demands of Canada 9:52 (CLIP) PM Carney on trade deals 10:14 Canada's critical minerals 11:02 French language in Canada 13:11 "51st state" threats 14:41 Canadians see USA as top threat 14:57 US official talks of war with Canada 15:48 (CLIP) Transport Secretary Sean Duffy 16:11 Canada's trade surplus with USA 17:40 Canada defends itself 19:31 Prime Minister Mark Carney 21:38 (CLIP) Carney admits Western hypocrisy 22:20 Canada moves closer to China 23:33 Carney's speech on trade war 23:57 (CLIP) Carney: USA can't be trusted 24:48 More US demands of Canada 26:00 (CLIP) Canada energy exports to US 26:40 Canadian crude and US refineries 28:24 US oil imports 32:18 US energy vulnerability 32:46 US oil reserves running out 34:09 Gasoline prices rise before midterms 34:54 Why Trump will likely lose 36:56 Trump lost his trade war with China 37:48 Outro
The Kansas City Fed set this year's Jackson Hole theme as financial innovation and its implications for payments and policy, arriving alongside a stablecoin float above $307 billion. We will break down what tokenized money and instant payments actually change about the plumbing of the financial system, and what investors should and should not read into it.Today's Stocks & Topics: VanEck Gold Miners ETF (GDX), Market Wrap, Sandisk Corporation (SNDK), How to Identify Winning Stocks?, Nucor Corporation (NUE), Steel Dynamics, Inc. (STLD), Financial innovation is now a Fed problem, Vanguard FTSE Developed Markets ETF (VEA), Vanguard FTSE All-World ex-US Index Fund (VEU), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Sonos, Inc. (SONO), IMAX Corporation (IMAX), State Street SPDR S&P Regional Banking ETF (KRE), Taxable Account.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The squad is absolutely floored by a legendary Homie Helpline update from Roberto, who has officially chosen his wife's sister and admits he'll miss his cat, Milo, more than his ex-wife.
Michael Bernstam of the Hoover Institution warns of a severe global crisis in refined petroleum products, especially diesel, gasoline, and jet fuel. Bernstam explains that the "crack spread"—the cost differential between crude oil and refined diesel—has reached an unprecedented historical peak of over $102 per barrel. This crisis stems from a fifty-year systemic failure, during which no major new refineries were built in the United States or Europe. Compounding this, sophisticated Ukrainian drone strikes have successfully knocked out 40% of Russia's refining capacity, forcing the major oil exporter to ban refined product exports and become an importer. Additionally, China has halted refined exports to meet its domestic demand. Bernstam warns that the resulting global diesel shortage directly threatens agricultural planting, harvesting, and regional food security, particularly for developing nations as winter approaches. (6)
In this episode of The Estranged Heart podcast, Kreed explores the dynamics of shame in parent-child relationships, highlighting how shame can hinder genuine understanding and repair. This episode offers insights into recognizing shame-based communication and fostering healthier interactions.TakeawaysShame is often unintentional and can be rooted in fear and terror.The shift from behavior-based feedback to character judgments triggers shame.Shame activates protection responses like defensiveness and withdrawal.Effective communication requires distinguishing between feedback and verdicts.RESOURCES & SUPPORTFacebook Support Group (facilitated by Kreed) - https://www.facebook.com/groups/estrangedmotherssupportgroupOne-on-One ServicesPrivate coachingConsultingMediation servicesConnect with Kreed:Website: theestrangedheart.comEmail: hello@theestrangedheart.comSupport the work: Buy Me a Coffee (donation platform)Disclaimer: Kreed Revere is not a licensed therapist. Nothing in this podcast should be considered or taken as therapy. If you need therapeutic support, please seek out a therapist near you.
Welcome to the other side of midnight with Walter Sterling, a late-night refuge for "midnight misfits" and curious insomniacs. In this fast-paced, unpredictable hour, Walter connects with listeners on everything from bad Indiana roads and the mysteries of midgrade gas pumps to a caller dialing in from a hospital bed in Sicily.
8/15/26 - U.S.-Iran War / Strait of Hormuz Control Share The #1 SpotHost Doug Stephan along with guest co-host Jennifer Horn, review the most talked about stories and people on news/talk radio for the week of August 10th, 2026 through August 14th, 2026. Compiled by the research department at Talkers Magazine - The Bible of Talk Radio and the New Talk Media - www.talkers.comSTORIESU.S.-Iran War / Strait of Hormuz ControlPrimary Races / DSA CandidatesTrump's Air Force One RuseTrump Vaccine OrderReflecting Pool ControversyKaroline Leavitt to Exit PostCyberattacks on U.S. Water SystemsCyclosporiasisGas Prices / The EconomyAOC on ABCPEOPLEDonald TrumpMasoud PezeshkianAbdul El-SayedMax MillerFrancesca Hong / David CrowleyRFK Jr.Karoline LeavittDavid HearnTodd BlancheAOC
A weaker-than-expected U.S. jobs report sent the dollar sliding and pushed back market expectations for a Federal Reserve rate hike. We explore what softer labor data means for the rate outlook, bond markets, and where investors should be positioned.Today's Stocks & Topics: The Glimpse Group, Inc. (GGRP), Market Wrap, FreightCar America, Inc. (RAIL), Veralto Corporation (VLTO), Market Rotation, V.F. Corporation (VFC), Soft Jobs Report and the Dollar's New Direction: What It Means for Investors, KPP Newsletter, Otis Worldwide Corporation (OTIS), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Vanguard Health Care ETF (VHT), Boston Scientific Corporation (BSX), How Much Money Do You Need To Be Happy?Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
“The Smoak Show” on 365 Sports-YouTube Friday, August 14th:“Stick Your Head in a Tank of Gasoline & Light It with A Match!”*Texas A&M's Mike Elko on Floor Rising, Ceiling Falling (Quote-Graphic)*Texas A&M Unveils Camouflage Uniforms (Aggie Football-Video)*LSU No Longer Selling Jayden Daniels Jersey (Trey Wallace)*LSU No Longer Selling Jayden Daniels Jersey “No Results” (Trey Wallace)*Why did Tulane Pick South Alabama Game to Unveil Mardi Gras Look (W Alexander)*Illinois Jersey Patch with Busey Bank with NIL Ties to Players (Amanda Christovich)*Arkansas AD Hunter Yurachek Turns Down Little Rock TD Club (MimsCourtney-Video) *Bob Stoops “Horns Down” to Brother Mark on UT Staff (Coach Bob Stoops)*UH Football Answers Rice University's Ice Bucket Challenge (Chris Y Baldwin-Video)*CFB's Most Unique and Expensive Stadium (JohnBrice1)0:30:00-Max Olson, ESPN 0:45:00-Brett McMurphy, On3.com1:05:00-John Kurtz, Open for Business1:25:00-Zach Barnett, FootballScoop.com 1:45:00-Craig Smoak's “Off the Radar”2:05:00-John Brice, USA Today College Sports Insider2:25:00-Super Chats/Wheel/Quizzes/Polls*Rez, Garrett, Andrew Producing *Please Hit Like and/or Subscribe Buttons*365 Sports Tonight at 10:30 on Local CWSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Michael Bernstam: Michael Bernstam discusses a critical shortage of refined products such as diesel and gasoline, noting that global supply has dropped by 8.3 million barrels per day. While crude oil is available, refining capacity in the US and Europe has declined for decades. Recent Ukrainian drone strikes have further crippled Russia's refining capabilities, forcing it to import fuel. These disruptions, along with Houthi attacks in the Red Sea, contribute to a daily deficit of 2 million barrels. Bernstam warns that consumers worldwide will face higher energy and food prices indefinitely as a result. (1)
TABLE OF CONTENTS, THE JOHN BATCHELOR SHOW, 8-12-2026Michael Bernstam: Michael Bernstam discusses a critical shortage of refined products such as diesel and gasoline, noting that global supply has dropped by 8.3 million barrels per day. While crude oil is available, refining capacity in the US and Europe has declined for decades. Recent Ukrainian drone strikes have further crippled Russia's refining capabilities, forcing it to import fuel. These disruptions, along with Houthi attacks in the Red Sea, contribute to a daily deficit of 2 million barrels. Bernstam warns that consumers worldwide will face higher energy and food prices indefinitely as a result. (1)Michael Lucchese: Michael Lucchese explores the history and modern return of isolationism within American politics, particularly the Republican Party. He characterizes isolationism as a short-sighted avoidance of global affairs that often coincides with political extremism. Lucchese argues that the West is currently in a civilizational contest against an axis of revisionist powers including China, Russia, Iran, and North Korea. He critiques recent administrations for showing a lack of civilizational confidence, which he believes has encouraged adversaries to be more aggressive on the world stage. (2)Captain James Fanell: Captain James Fanell reports on China's escalating campaign to annex international waters east of Taiwan. For the first time, Chinese vessels are interrogating ships on the high seas, an outrageous violation of maritime norms. This aggression occurs as the US Navy is severely overstretched, with carrier deployments extending to nine months and the arsenal of democracy being depleted by conflicts in Ukraine and the Middle East. Fanell urges the US and partner navies to conduct joint maneuvers with Taiwan to counter Beijing's comprehensive national power strategy. (3)Mark Clifford: Mark Clifford discusses the ongoing detention of British citizen and entrepreneur Jimmy Lai in Hong Kong. While China recently released a Protestant pastor, Xi Jinping reportedly remains determined that Lai, a fervent Catholic and advocate for Western values, will die in prison. Clifford suggests Xi's animosity is personal, rooted in a belief that the survival of the Communist Party is paramount and that any dissent is an existential threat. Despite the UK's new leadership focusing on domestic issues, Clifford hopes the government continues to pressure Beijing for the release of its citizen. (4)Charles Burton: Charles Burton provides insight into the annual Beidaihe retreat, where Chinese leaders meet secretly to decide the party's direction. This year's focus is on a failing domestic economy, including a collapsed housing market and crushing local government debt. Burton notes that Xi Jinping's limited international travel may indicate internal instability. Additionally, the discussion touches on escalating trade tensions between Canada and the US over potential tariffs and disagreements regarding the financing of the new Gordie Howe International Bridge. (5)Peter Huessy: Peter Huessy examines the fragile state of nuclear deterrence as Russia conducts drills for tactical nuclear weapons. He warns that the US is behind the eight ball regarding theater nuclear options, possessing only gravity bombs while Russia maintains thousands of short-range weapons. Huessy fears Putin may use these weapons for blackmail if he perceives a conventional loss in Ukraine. He advocates for the rapid modernization of the US nuclear triad, specifically calling for sea-launched cruise missiles to restore a credible deterrent against reckless adversaries. (6)Cliff May: Cliff May argues that Islamism is not being studied with the rigor that communism once received during the Cold War. He observes that many university Middle East studies departments, funded by foreign interests such as Qatar, have become Islamist adjacent. May highlights a recent Senate hearing on the Muslim Brotherhood where most senators failed to attend, fearing accusations of Islamophobia. This willful determination to ignore history allows the red-green alliance of far-left activists and Islamists to grow, posing a significant threat to democratic values. (7)Admiral Mark Montgomery: Admiral Mark Montgomery details the growing cyber and hybrid warfare cooperation within the axis of aggressors: China, Russia, Iran, and North Korea. This cooperation often involves criminal actors sharing attack techniques and technology to target critical infrastructure. Montgomery warns of new generation warfare, including terrorist acts, jamming, and disinformation. He specifically points to China's Volt Typhoon program, which has installed malware in US rail, water, and energy systems. Montgomery urges an all-hands-on-deck approach to secure essential systems, as attribution for these ghost-like attacks remains difficult. (8)Simon Constable: Simon Constable reports on rising commodity prices, with Brent crude reaching $89 per barrel and European gas prices surging 18 percent. He discusses the recent change in UK government, where new Prime Minister Andy Burnham has pledged to focus almost exclusively on domestic issues. Constable also touches on the results of a longevity quiz, noting that average life expectancy in the US has reached 79 years. Finally, the conversation addresses unusual political rhetoric in Britain regarding the monarchy and the impact of extreme weather and wildfires across Europe. (9)Bob Zimmerman: Bob Zimmerman discusses the progress of commercial space ventures, highlighting Rocket Lab's new contract for its reusable Neutron rocket. He explains how companies such as SpaceX are developing recoverable capsules for in-space manufacturing, including pharmaceuticals. Zimmerman also notes a recent Chinese rocket failure, which was transparently reported only because of local live-streamers. Additionally, India is attempting to transfer control of its spaceports to the private sector to foster competition. Despite opposition from fake environmental activist groups, Zimmerman remains optimistic about the future of private-sector space exploration. (10)One correction applied: the raw had "Vault Typhoon" — the PRC infrastructure intrusion campaign is Volt Typhoon. Also still open from the prior batch: Hu Chunhua and Mohammad Reza Tavakoli.Across both batches, four threads run through nearly every segment.The axis as a working system, not a slogan. Chinese and Russian materiel moving to Iran (Holt), Iranian resupply of the Houthis (Fitton-Brown), Hezbollah's Syrian pipeline (Daoud), and Montgomery's cyber cooperation among all four — the same four capitals appear in Lucchese's civilizational contest and Montgomery's shared attack techniques. The story is no longer four separate adversaries but one logistics and learning network.Pauses as rearmament. Haqqani, Daoud, and Fitton-Brown independently report Iran boasting that ceasefires are for restocking. Sayeh supplies the domestic mirror: executions spike precisely when negotiations are underway. Ben-Ur gives the Gaza version — Hamas distributing rifles while the disarmament deal is being signed. The diplomatic interval is the adversary's production cycle.American absence, and who fills it. Haqqani's "helpless giant," Fitton-Brown's elephant in the room, Fanell's nine-month carrier deployments and depleted arsenal, Huessy's theater nuclear gap, Bernstam's lost refining capacity. Chang and Holt argue the reticence is a gambit; the guests closer to the ground read it as depletion. Haqqani's line is the sharpest: China wins by saying nothing.Xi's brittleness. Collier's $7.7 trillion in hidden bad loans, Burton's Beidaihe meeting on a collapsed housing market and local debt, Xi's shrinking travel schedule, Holt's factional rival. Clifford's Jimmy Lai segment is the same material in personal form — the vindictiveness of a leader who treats any dissent as existential. External aggression from Fanell sits directly on top of internal weakness from Collier and Burton, which is the more interesting juxtaposition than either alone.Two smaller pairings worth an hour break: Bernstam and Constable both on energy and food prices as the civilian bill for all of the above, and Araújo/Peña Esclusa's hemispheric shift as the one segment where the trend runs the other way — Petro out, De la Espriella in, Lula isolated.If you want a running order argument: Collier and Burton to establish the weakness, Fanell and Holt for the aggression it produces, then the Iran arc from Haqqani through Sayeh, with Bernstam and Constable as the price tag.
Day 1,629Today, just as Ukraine attacks a naval base, an oil terminal and port infrastructure in the Black Sea, we hear that US Vice President JD Vance asked Kyiv last month to stop drone strikes on oil tankers in the region. Then, we discuss the latest UN briefing about Ukraine's POWs and civilian detainees imprisoned in Russia, and the horrible conditions they are being held in. Finally, our Russia expert James takes us through Syria's evolving stance towards Russia and the economic fallout from the Wildberries strikes.Contributors: Adelie Pojzman-Pontay (Host on Ukraine: The Latest). @Adeliepjz on X.Dominic Nicholls (Host on Ukraine: The Latest). @DomNicholls on X.James Kilner (Russia Analyst). @Jkjourno on X.Producer: Rachel PorterSenior Producer: Lilian FawcettVideo Producer: Sophie O'SullivanSocial Producer: Tom SteedStudio Director: Meghan SearleExecutive Editor: Francis DearnleyCreated by David KnowlesNOW IN FULL VIDEO WITH MAPS & BATTLEFIELD FOOTAGE:Every episode is now available on our YouTube channel shortly after the release of the audio version. You will find it here: https://www.youtube.com/@UkraineTheLatest CONTENT REFERENCED:If you're interested in sponsoring Dom's upcoming defence event, email our colleagues at events@telegraph.co.ukUkraine Stops Reporting Russian Missile Data as Defenses Struggle (Bloomberg)https://www.bloomberg.com/news/articles/2026-08-11/ukraine-stops-reporting-russia-missile-data-as-defenses-struggle?srnd=homepage-americasRussian Civilian Deaths Are Growing Rapidly as Ukraine Expands Its Air War (New York Times)https://www.nytimes.com/2026/08/11/world/europe/russia-ukraine-civilian-casualties.htmlRussian Turns to India to Gasoline and Ukraine Pummels Refineries (Bloomberg)https://www.bloomberg.com/news/articles/2026-08-12/russia-turns-to-india-for-gasoline-as-ukraine-pummels-refineriesDom's visit to a prisoner of war camp in Ukraine: https://www.youtube.com/watch?v=rZuemttm2OM JD Vance asked Ukraine to halt strikes on tankers using Russian port (Financial Times)https://www.ft.com/content/725b4d15-bd8d-4083-a04e-db016338af2e?shareType=nongift&syn-25a6b1a6=1In Russia, wherever Putin goes, gasoline prices fall (Le Monde)https://www.lemonde.fr/en/international/article/2026/08/07/in-russia-wherever-putin-goes-gasoline-prices-fall_6756239_4.htmlBehind the Lines: Innocence No Defense for Young Crimean (CEPA)https://cepa.org/article/behind-the-lines-innocence-no-defense-for-young-crimean/Russians raid homes of Crimean Tatars and take four women to FSB in Simferopol (Ukrainska Pravda)https://www.pravda.com.ua/eng/news/2025/10/15/8002814/Crimea: Persecution of Crimean Tatars Intensifies (Human Rights Watch)https://www.hrw.org/news/2017/11/14/crimea-persecution-crimean-tatars-intensifiesCrimean Tatar leader: ‘My people and country need defending' (Hyphen)https://hyphenonline.com/2024/08/27/my-people-and-country-need-defending-nariman-dzhelyal-ukraine-crimea/After four years of war, Ukrainian astronomy is battered but unbroken (Scientific American)https://www.scientificamerican.com/article/war-pushes-ukraines-astronomy-to-the-brink/EMAIL US:Contact the team on ukrainepod@telegraph.co.uk. We continue to read every message, and seek to respond to as many as possible.HIGHLIGHTS: Black Sea naval base in flames after huge Ukrainian drone attackTrump asks Kyiv to limit strikes on oil tankers Hosted on Acast. See acast.com/privacy for more information.
More Americans are exiting the workforce entirely rather than searching for new jobs, with many citing a job market that has simply worn them down. This shift in labor force participation has deep implications for wage growth, inflation, consumer spending, and the Fed's next move.Today's Stocks & Topics: Dave & Buster's Entertainment, Inc. (PLAY), Market Wrap, Gilead Sciences, Inc. (GILD), AstraZeneca PLC (AZN), HubSpot, Inc. (HUBS), The Progressive Corporation (PGR), Workers Are Dropping Out: What Falling Labor Force Participation Signals for the Economy, Apple Hospitality REIT, Inc. (APLE), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Market Topics, Realty Income, Space X Investors.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
8/8/26 - U.S.-Iran War And The Economy Top This Week's ListHost Doug Stephan along with guest co-host Jennifer Horn, review the most talked about stories and people on news/talk radio for the week of August 3rd, 2026 through August 7th, 2026. Compiled by the research department at Talkers Magazine - The Bible of Talk Radio and the New Talk Media - www.talkers.comSTORIESU.S.-Iran War / EconomyReflection Pool ControversyTodd Blanche Nomination Anti-Weaponization FundMichigan Democratic Primary / Mid-Term ElectionsFauci Hearings-Contempt ChargesCyclosporiasis Outbreak Rep. Max Miller AllegationsArmed Man Arrested at Trump Golf CourseNorthwest WildfiresPEOPLEDonald TrumpJeanine Pirro / Doug BurgumDavid HearnDr. Anthony Fauci JD Vance / Marco RubioTodd BlancheMax MillerMike JohnsonPete HegsethJeanine John Taele
Gasoline is getting more complicated than it used to be. This week we untangle octane ratings, ethanol blends, E15, Top Tier gasoline, and why the pump you used last year may not be dispensing the same fuel today. We'll also talk about welding safely on your vehicle, review TruFuel canned gasoline, celebrate the resurrection of the Max II ATV, visit one of Chicago's most unusual historical monuments, and recommend a thought-provoking look at the changing reality of stealth camping. Yes, it's amphibious. No, the water isn't supposed to be in the gas tank Main Topic: Gasoline Is Getting Complicated Understanding octane ratings: 87, 89, and premium What happens when your owner's manual recommends midgrade fuel E10 versus E15 and what the differences really mean Why some stations now sell E15 as their standard fuel Which vehicles should avoid higher ethanol blends What Top Tier gasoline means and whether it's worth seeking out TECH TALK Welding on Your Rig PRODUCT REVIEW TruFuel 4-Cycle Ethanol-Free Fuel https://amzn.to/4gdtoA2 RESOURCE RECOMMENDATION Stealth Camping Is Dead: The New Rules of Vanlife Nobody Wants to Talk About https://www.youtube.com/watch?v=xLQnnJYg1Fo A PLACE TO VISIT Balbo Monument, Chicago https://en.wikipedia.org/wiki/Balbo_Monument As an Amazon Associate I earn from qualifying purchases. These commissions help support Built to Go at no additional cost to you.
(August 04, 2026) Why is the U.S. running so low on weapons? Smuggling gasoline into Mexico earns cartels millions. Not married and need car insurance? You can get dinged for that in California.See omnystudio.com/listener for privacy information.
In this episode, we explore the world of home backup power and break down the essentials of generators and solar power systems. From portable solar generators to gasoline, propane, natural gas, and diesel units, we explain how each option works and what it can realistically power during an outage. We also discuss generator sizing, wattage requirements, and how to determine the right system for your home. Whether you are preparing for emergencies or simply want reliable backup power, this episode gives you clear, practical guidance to help you make an informed decision. Mentioned In This Episode:Support Practical Prepping72 Hour Prepping ChecklistDownload this episodeIf you find value in what we do, if you've learned something new, gotten an idea for something you need to do, been entertained, or just like Krista's Southern charm, would you be willing to give back a little?You can do that one of several ways. Go to our support page OR By starting your Amazon shopping from our website? ---> CLICK HERE (We earn from qualifying Amazon purchases)Contact us:Practical PreppingWebsiteOur Sponsors:Practical Prepping BooksProof Minimalist Wallets (Discount code PREPPER)ProLine Digital Group Website Email1791gunleather.com (Discount code: PREP15) SurfsharkPodcast music written and recorded by Krista LawleyWebsite design and hosting by ProLine Digital Group.Podcasts Copyright 2026, P3 Media Group, LLC, and Practical Prepping Podcast
Bloomberg reports that Trump's tariffs are likely to stick around despite their unpopularity, signaling that businesses and investors need to treat elevated trade barriers as a structural feature of the economy — not a temporary headwind. We examine the long-term investment implications of a world where tariffs are the new normal.Today's Stocks & Topics: Carpenter Technology Corporation (CRS), Market Wrap, Boston Scientific Corporation (BSX), Boston Scientific Corporation (BSX), Leopold Aschenbrenner, Vertiv Holdings Co (VRT), Tariffs Are Here to Stay: How Permanent Trade Barriers Are Reshaping Long-Term Investing, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Return of Equity vs. Return of Assets, Fox Corporation (FOXA), iShares 20+ Year Treasury Bond ETF (TLT), The U.S. Treasury.Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
VT Physics, VeeVee and Geoff Marshall face questions about banned building blocks, rampant rhinos and software steps. LATERAL is a comedy panel game podcast about weird questions with wonderful answers, hosted by Tom Scott. For business enquiries, contestant appearances or question submissions, visit https://lateralcast.com. HOST: Tom Scott. QUESTION PRODUCER: David Bodycombe. EDITED BY: Julie Hassett at The Podcast Studios, Dublin. MUSIC: Karl-Ola Kjellholm ('Private Detective'/'Agrumes', courtesy of epidemicsound.com). ADDITIONAL QUESTIONS: David Turner, Danny, Ron Nelson, Ryan, Mira S., Simon, Anton. FORMAT: Pad 26 Limited/Labyrinth Games Ltd. EXECUTIVE PRODUCERS: David Bodycombe and Tom Scott. © Pad 26 Limited (https://www.pad26.com) / Labyrinth Games Ltd. 2026. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stijn Schmitz welcomes Josef Schachter to the show. Josef is the Founder of Schachter Asset Management Inc. Josef clarifies that the current energy market tightness is not a crude oil shortage but a severe refining capacity problem, particularly impacting Asia. While US production has surged to 24 million barrels daily, allowing for exports, a lack of refined products in Asia has driven local prices to the equivalent of over $150 per barrel. He attributes the volatility to geopolitical tensions, noting that oil prices swung from the high $90s to $67 before rebounding into the mid-$80s on renewed conflict fears. Schachter outlines three potential scenarios for oil prices. If peace talks succeed and the Strait of Hormuz and Bab al-Mandab reopen, prices could fall back below $70, aided by China's massive strategic reserves and floating storage. If the conflict remains contained, a trading range between $70 and $94 is likely. However, a significant escalation involving Iran and key shipping lanes could push prices past the previous high of $119, potentially reaching $141.50. He warns that such a sustained spike above $120 would trigger severe global economic headwinds, combining with AI-driven job losses and high government debt to potentially cause a deep recession. From an investment perspective, Schachter sees energy producers as undervalued, trading on long-term price assumptions of $60-$65 oil despite his forecast of $80 average for the year and $90 in 2027. He highlights Canada as a particularly attractive region due to a new, supportive political stance toward fossil fuels, vast undrilled reserves, and discounted valuations compared to US peers. He advises that higher prices will economically transform lower-tier drilling inventory into highly profitable assets, offering significant upside for investors across the energy and service sectors. Timestamps: 00:00:00 – Introduction 00:00:42 – Current energy market conditions 00:02:46 – Crude oil supply analysis 00:04:23 – Refined product shortages 00:09:28 – Floating storage discussion 00:14:40 – Oil Shortage Debunking Thesis 00:17:47 – Dire Straits, Situation 00:21:08 – Asia refining crisis 00:25:42 – Asian Demand & Implications 00:29:05 – Recession and price scenarios 00:31:58 – Oil producer investment opportunities 00:35:48 – Canada energy sector outlook 00:41:10 – Other Opportunities? 00:46:47 – Concluding Thoughts Guest Links: Website: https://schachterenergyreport.ca Subscription Discount for Palisade Listeners, $100 off the first year of our subscription, use coupon code “POD100” https://schachterenergyreport.ca/subscriptions/ Josef Schachter is a 40+ year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus in the stock market and the energy sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of what's going on, what is to come, and why. Josef is a frequent guest on Michael Campbell's Podcast ‘Mikes Money Talks' and other podcast and radio shows and is often quoted in the media. He is a regular Guest Speaker at the annual World Outlook Financial Conference in Vancouver and he delivers presentations to various companies and organizations. For several years, he was a frequent and notably colourful commentator on BNN Bloomberg's Market Call. Josef provided Oil and Gas research to Maison Placements Canada geared to their institutional clients for 15 years ending April 2017, and was acknowledged as the first analyst in Canada to predict the Oil Price Plunge of 2014. Prior to establishing his firm Schachter Asset Management Inc. in 1996, Josef was the Chief Market Strategist at Richardson Greenshields, a Director of RGCL and a member of its Investment Policy Committee. He holds a Chartered Financial Analyst designation and is a past Chairman of the Canadian Council of Financial Analysts.
Gasoline 262How do you react to those who may criticize you? Do you deserve to be part of the 1%, or do you even want to?We cover a series of attitude adjustments you may need.#denimandpearlslive #michellemras #brianswanson #podcast #keynotespeaker #tgoodintentions #LivinOnAPrayer #prayer #ep262
fWotD Episode 3370: Carlisle & Finch Welcome to featured Wiki of the Day, your daily dose of knowledge from Wikipedia's finest articles.The featured article for Monday, 27 July 2026, is Carlisle & Finch.Carlisle & Finch is a manufacturer of nautical equipment founded in 1893 or 1894 in Cincinnati, Ohio, United States, where it still has its headquarters. For most of its history, the company has focused on searchlights, especially for marine applications. Variants of the basic searchlight design have also been used for navigation beacons by airports and lighthouses.The company is often considered the first in the US to produce electric toy trains, introducing innovations such as using the rails to conduct electrical power to the cars. Although other US companies had produced trains, Carlisle & Finch was the first to manufacture and market them in volume, which they did for about the first 20 years of operation. Their sets have become highly prized by model train collectors.Other early products included electric generators (powered either by water pressure or by gasoline engine). The earliest models were small, intended to power train sets, but they later produced larger units. Gasoline engines for marine use were made under the Clifton Motor Works brand. They also produced electric-powered appliances such as clothes dryers. Since the start of World War I, Carlisle & Finch has concentrated on high-power lighting.This recording reflects the Wikipedia text as of 01:09 UTC on Monday, 27 July 2026.For the full current version of the article, see Carlisle & Finch on Wikipedia.This podcast uses content from Wikipedia under the Creative Commons Attribution-ShareAlike License.Visit our archives at wikioftheday.com and subscribe to stay updated on new episodes.Follow us on Mastodon at @wikioftheday@masto.ai.Also check out Curmudgeon's Corner, a current events podcast.Until next time, I'm standard Justin.
Russia will extend its ban on gasoline exports through the end of 2026 to ensure stable domestic fuel supplies. Deputy Prime Minister Alexander Novak said the decision will apply to both gasoline producers and non-producers.
With oil prices spiking and gas crossing $4 again due to Middle East conflict, the Federal Reserve faces a nightmare scenario where energy-driven inflation could force rate hikes even as the economy shows signs of slowing. This tension between fighting war inflation and supporting growth is the single biggest macro question for investors right now.Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Oscar Health, Inc. (OSCR), Lumentum Holdings Inc. (LITE), Solventum Corporation (SOLV), The Fed's Impossible Position: War Inflation vs. Rate Cuts, Interest Options, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Dover Corporation (DOV), LiveWire Group, Inc. (LVWR), The Oil Markets.Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
The US war against Iran is expanding into a larger regional conflict. After Trump sabotaged a diplomatic agreement, Tehran closed the Strait of Hormuz. Now Yemen's Ansar Allah (known commonly as the Houthis) has declared a naval blockade of Saudi Arabia, shutting down oil exports in the Red Sea. Ben Norton explains how this escalation could cause a severe crisis in the global energy market. VIDEO: https://www.youtube.com/watch?v=mzJNwRPOnFs Topics 0:00 Trump restarts Iran war 1:26 Yemen joins the war 2:45 Red Sea blockade 3:28 Oil transit chokepoints 5:05 Saudi East-West Pipeline 5:55 China cuts oil imports 6:27 Saudi oil exports 6:59 Oil price skyrockets 7:55 Gasoline prices rise 9:17 Potential for oil crisis 10:31 Reserves running low 11:21 Yemen explainer 13:07 Ansar Allah (Houthis) 22:05 Axis of Resistance 23:58 Iran grows stronger 27:17 Outro
Before science was invented, things were confusing. And, to be fair, for several decades into the birth of science, it was still confusing. Don't believe us? Check out Scientific American magazines from the late 1800s — especially this one article about scientists tasting Mezcal and Tequila for the first time. Agave Road Trip is a critically acclaimed, award-winning podcast that helps gringx bartenders better understand agave, agave spirits, and rural Mexico. This episode is hosted by Lou Bank with special guest Linda Sullivan of seynasecreto. Episode Notes Read Scientific American, No. 1096,January 2, 1897, for the source of the epic quote in this episode: Not only does the maguey plant give the sap for the drink pulque, but its roots , distilled, yield much more powerful intoxicants, mescal and tequila. And the heart of another variety of the same plant is cut out, roasted and put through a process of distillation to make still another drink. Mescal is described as tasting like a mixture of gasoline, gin and electricity, Tequila is even worse, and is said to incite murder, riot and revolution. A very small quantity of tequila is a drink. Experts advise it to be taken with a grain of salt, literally — the salt to be placed on the tongue first. Several Michigan editors who lately visited the sister republic wandered into a "cantina" in the city of Puebla one evening and called for a drink apiece of the tequila. Each took a taste, felt his hair stand erect, his toes curl up and his skin wrinkle all over his body and was wise enough to leave the glass unfinished. Not one of them wished that time that Providence had endowed him with greater capacity. Shout outs this episode to Jeppson's Malort, Vienna Beef hot dogs, Cocktail MD Ryan Aycock, and Metsal inventor, Enrique Martinez!
Mayor Zohran Mamdani is sticking to his promise to arrest Benjamin Netanyahu. Donald Trump fired back, saying no one is going to arrest Netanyahu. BEBE himself also responded to Mamdani. Mark explains that if Mamdani actually tried to arrest Netanyahu, he could face legal trouble himself. Mark also points out that Alexandria Ocasio-Cortez using a Southern accent when campaigning is normal; many politicians do this, especially those who have run campaigns in the South, so it's not unusual. Mark interviews Boston radio host Howie Carr. They try to make sense of Senator Susan Collins' argument against Maine voters. Howie suggests Collins might be suffering from “Trump Derangement Syndrome.” Former Maine senator Troy Jackson is expected to run against Collins, and Howie says both have Democratic-leaning views, which he thinks aren't good for Maine. They two also discuss the latest in Maine politics, including Graham Plattner dropping out of the race. The question comes from Mark: should the voting age be raised to 40 to keep younger politicians like Mamdani out of office? Mark looks at how much you have to earn to be in the top 1% in America; it's less than you'd expect. Miami has now passed New York as one of the most expensive cities to live in. A federal judge has temporarily stopped Paramount from buying Warner Bros. Gasoline prices are up after a spike in oil prices. Mark interviews streaming host Bill O'Reilly. They talked about how writer George Will got too close to the Reagans and how that hurt his reputation. Bill said reporters can run into trouble if they get friendly with politicians. The guy's covered Bill Maher's NPR interview, where Maher ripped NPR for being too left-wing and sparked debate. Bill thought the World Cup went great for the U.S. with no big problems, and said Republicans could win the midterms if they keep the focus on fighting socialism.
Mark looks at how much you have to earn to be in the top 1% in America; it's less than you'd expect. Miami has now passed New York as one of the most expensive cities to live in. A federal judge has temporarily stopped Paramount from buying Warner Bros. Gasoline prices are up after a spike in oil prices. Mark takes your calls! Mark interviews streaming host Bill O'Reilly. They talked about how writer George Will got too close to the Reagans and how that hurt his reputation. Bill said reporters can run into trouble if they get friendly with politicians. The guy's covered Bill Maher's NPR interview, where Maher ripped NPR for being too left-wing and sparked debate. Bill thought the World Cup went great for the U.S. with no big problems, and said Republicans could win the midterms if they keep the focus on fighting socialism.
Mark looks at how much you have to earn to be in the top 1% in America; it's less than you'd expect. Miami has now passed New York as one of the most expensive cities to live in. A federal judge has temporarily stopped Paramount from buying Warner Bros. Gasoline prices are up after a spike in oil prices.
Mark looks at how much you have to earn to be in the top 1% in America; it's less than you'd expect. Miami has now passed New York as one of the most expensive cities to live in. A federal judge has temporarily stopped Paramount from buying Warner Bros. Gasoline prices are up after a spike in oil prices.See omnystudio.com/listener for privacy information.
Mark looks at how much you have to earn to be in the top 1% in America; it's less than you'd expect. Miami has now passed New York as one of the most expensive cities to live in. A federal judge has temporarily stopped Paramount from buying Warner Bros. Gasoline prices are up after a spike in oil prices. Mark takes your calls! Mark interviews streaming host Bill O'Reilly. They talked about how writer George Will got too close to the Reagans and how that hurt his reputation. Bill said reporters can run into trouble if they get friendly with politicians. The guy's covered Bill Maher's NPR interview, where Maher ripped NPR for being too left-wing and sparked debate. Bill thought the World Cup went great for the U.S. with no big problems, and said Republicans could win the midterms if they keep the focus on fighting socialism.See omnystudio.com/listener for privacy information.
Mayor Zohran Mamdani is sticking to his promise to arrest Benjamin Netanyahu. Donald Trump fired back, saying no one is going to arrest Netanyahu. BEBE himself also responded to Mamdani. Mark explains that if Mamdani actually tried to arrest Netanyahu, he could face legal trouble himself. Mark also points out that Alexandria Ocasio-Cortez using a Southern accent when campaigning is normal; many politicians do this, especially those who have run campaigns in the South, so it's not unusual. Mark interviews Boston radio host Howie Carr. They try to make sense of Senator Susan Collins' argument against Maine voters. Howie suggests Collins might be suffering from “Trump Derangement Syndrome.” Former Maine senator Troy Jackson is expected to run against Collins, and Howie says both have Democratic-leaning views, which he thinks aren't good for Maine. They two also discuss the latest in Maine politics, including Graham Plattner dropping out of the race. The question comes from Mark: should the voting age be raised to 40 to keep younger politicians like Mamdani out of office? Mark looks at how much you have to earn to be in the top 1% in America; it's less than you'd expect. Miami has now passed New York as one of the most expensive cities to live in. A federal judge has temporarily stopped Paramount from buying Warner Bros. Gasoline prices are up after a spike in oil prices. Mark interviews streaming host Bill O'Reilly. They talked about how writer George Will got too close to the Reagans and how that hurt his reputation. Bill said reporters can run into trouble if they get friendly with politicians. The guy's covered Bill Maher's NPR interview, where Maher ripped NPR for being too left-wing and sparked debate. Bill thought the World Cup went great for the U.S. with no big problems, and said Republicans could win the midterms if they keep the focus on fighting socialism.See omnystudio.com/listener for privacy information.
What would make a mouse in the living area of the RV feel like the best Christmas morning? We'll take you on quite a ride in this edition of Doing What Works.Here are your show notes…You worry too much for someone who God has never failed.Nature is indifferent to us.Go back to sleep, Chuck. You're just havin' a nightmare -- of course, we are still in hell.Gasoline can start to go bad after only three months in a tank.
Contrary to the traditional flight-to-safety playbook, bond yields are rising alongside oil prices as war-driven inflation fears overwhelm demand for U.S. Treasuries as a haven asset. We examine why this unusual bond market behavior matters for every investor who holds fixed income, and what it signals about the durability of the post-pandemic rate environment.Today's Stocks & Topics: ZIM Integrated Shipping Services Ltd. (ZIM), Market Wrap, Netflix, Inc. (NFLX), High Deficit on Bond Markets, Financial Planning, War Bonds vs. War Stocks: How Treasuries Are Really Responding to the Iran Conflict, KPP Newsletter, Zions Bancorporation, National Association (ZION), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Newmont Corporation (NEM), Edison International (EIX), Archer-Daniels-Midland Company (ADM), FCC Trying To Change Quarterly Earnings Rules.Advertising Inquiries: https://redcircle.com/brands
Gasoline drivers have long funded roads through fuel taxes, while electric vehicles have contributed nothing. But with six in ten new cars in China now running on batteries, that old system is cracking. The debate is no longer about whether EV owners should pay, but about what happens to road infrastructure if they don't. On the show: Steve, Yushan & Yushun
Record heat waves and overcrowded peak seasons are driving a surprising offseason travel boom, with airlines, hotels, and travel platforms seeing demand patterns that are rewriting the traditional tourism calendar. For investors, this behavioral shift in consumer spending is a window into the resilience — or fragility — of the American consumer in a high-cost environment.Today's Stocks & Topics: AeroVironment, Inc. (AVAV), TTM Technologies, Inc. (TTMI), HSBC Pulling out from Private Credit, 401k, Travel Stocks 2026: What the Offseason Boom Tells Us About the Consumer Economy, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Tenaris S.A. (TS), B2Gold Corp. (BTG), Murphy USA Inc. (MUSA), Graco Inc. (GGG), Top Heavy Economy.Advertising Inquiries: https://redcircle.com/brands
Halfway To Hell - A Memoir from Invisible Americaaudio Book DraftFORWARDBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-ochelli-effect--4331265/support.
Russia's Energy Chokepoint and the Shifting Global Oil Map. Michael Bernstam. Ukrainian drone strikes on major Russian refineries have triggered a severe fuel crisis, forcing export bans on diesel and gasoline. Meanwhile, Gulf states are building massive pipelines to bypass the Strait of Hormuz. These developments are neutralizing Iran's "golden weapon" and shifting global oil transit maps away from traditional naval chokepoints. (9)
Crude oil prices have fallen to their lowest level since February, helping push down gas prices across the country. Analysts point to continued talks between the United States and Iran, the reopening of shipping through the Strait of Hormuz and increased OPEC+ production as key factors behind the decline. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
America celebrates Independence Day with military flyovers, flotillas and fireworks. Funeral prayers and tears for slain Iranian leader Ayatollah Ali Khamenei but still no sign of his son and successor Mojtaba Khamenei. Ukrainian drones hit St Petersburg region oil terminal as Russia's fuel crisis deepens. And, England fans can drink till dawn after the UK government allows the pubs to open until 5 am for the World Cup match with Mexico. Watch the latest On Assignment Fourth of July from inside the White House . Listen to the Morning Bid podcast here. Sign up for the Reuters Econ World newsletter here. Listen to the Reuters Econ World podcast here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Michael Bernstam reports that Ukrainian drone strikes have taken 28% of Russian oil refineries out of commission, causing widespread fuel shortages and forcing Russia to import gasoline. Vladimir Putin admitted the situation is "difficult" as Crimea faces crises in fuel, food, and water due to severed supply routes. (14)1800 VENEZUELA
Ukrainian Drone Attacks Cripple Russian Oil Infrastructure. Guest: Michael Bernstam. Cheap Ukrainian drones have successfully targeted Russian refineries and fuel transport, causing significant shortages of gasoline, diesel, and aviation fuel. This technological warfare has forced Russia to ban exports and implement rationing, as traditional air defense systems struggle to counter swarms of small, maneuverable drones. 51900 MEXICO CITY
Preview for Later Today: Guest: Michael Bernstam. Michael Bernstam reports on Ukrainian drone strikes that have crippled Russian refineries, causing severe fuel shortages. Consequently, Moscow is forced to import gasoline from Belarus to meet its domestic energy and military needs.1925
MRKT Matrix - Wednesday, June 24th Nasdaq closes lower as chip sell-off resumes; Micron shares extend losses (CNBC) Trump, Frustrated With High Gas Prices, Channels Biden's Criticism of Big Oil (WSJ) A Return to $3 Gasoline? Here's What It Will Take (Bloomberg) Bitcoin hits 20-month low as market sentiment sours (FT) As AI Companies Race for Power, Amazon and Google Have the Lead (WSJ) Google Poised to Lose Two More High-Profile AI Staffers to Anthropic (Bloomberg) Memory Chipmaker SK Hynix's $29 Billion US Listing Seizes on AI Demand (Bloomberg) Cerebras CEO says margin forecast was ‘misunderstood' as stock plummets after earnings (CNBC) --- Subscribe to our newsletter: http://riskreversal.substack.com/ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
The memorandum of understanding between the United States and Iran was apparently signed over the weekend, but the text remains a mystery to most. Donald Trump says he'll release it and even read it himself so nobody can misunderstand it. If it's such good news, though, why not put it out right now? Israel isn't a fan of it, nor are those who believe we've abandoned the Iranian people by making a deal with the IRGC. At the same time, there may be a silent majority that cares less about the politics and more about the price at the pump. And that's what caught my attention.Since the beginning of May, with Iran closing the Strait of Hormuz, gas prices in the United States have fallen. Not by a little, but by a lot. The national average has gone from roughly $4.50 a gallon to $3.50. That happened while the strait was closed and before any memorandum of understanding was announced. The White House wasn't bragging about it. They weren't loudly telling Iran that the closure wasn't working. That made me think something else was going on.Politics Politics Politics is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.After digging through it, I've been able to dig up a few explanations. The most public, I'd argue, was the Strategic Petroleum Reserve. The Department of Energy released more than 53 million barrels as part of a broader international effort, bringing the reserve down to its lowest level since 1983. There were also reports that the United States was helping move oil out of the Gulf using some of the same techniques Iran has historically used to evade sanctions. American production remained high. Every hint of a peace deal pushed oil prices lower. Global demand softened. China sharply reduced its purchases on the open market. Alternative routes around Hormuz became more important. Gasoline inventories improved. All of it pushed prices down.If I rank the reasons, peace-talk optimism sits at the top. Strategic reserve releases bought time. American-supported workarounds moved real barrels. Demand destruction, especially with China stepping back, reduced pressure. Improved gasoline inventories helped. Some of the more speculative theories include sanctions waivers for Iranian oil, greater tolerance for shadow-fleet shipments, and alternate export routes making Hormuz less decisive than Iran hoped.What stands out is that there were more American incentives to get to the table than Iranian ones. The Strategic Petroleum Reserve is a temporary band-aid. Smuggling oil out of the Gulf is risky. Every day the Strait of Hormuz remained closed carried economic and military risks. That helps explain why the White House wanted a deal. Iran had incentives too, especially if China was no longer buying at previous levels, but the balance of pressure appears different than many expected.My assumption remains what it has been for weeks: there are multiple power centers inside Iran, and the biggest question is whether any deal can survive them. The Ayatollah is gone, much of Iran's leadership structure has been shattered, and the IRGC itself appears divided between factions willing to make a deal and hardliners who want to keep fighting. The memorandum of understanding may give us a clearer picture when we finally see it. Until then, the biggest question isn't whether a deal exists. It's whether anyone on the Iranian side can actually enforce it.Chapters00:00:00 - Intro00:02:38 - Iran and Gas Prices00:31:47 - Update00:32:04 - UFC 250 Terrorism Plot00:37:46 - Russia-Ukraine00:39:48 - Primaries00:42:48 - Interview with Maria Curi01:11:46 - Wrap-up This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.politicspoliticspolitics.com/subscribe
Even as geopolitical tensions roil financial markets, wealthy consumers are defying the gloom — private jet demand is surging at events like Monaco and Cannes, and Broadway just recorded a record 1.9 billion dollar season. This divergence between financial anxiety and high-end consumer spending raises important questions about where the real economy actually stands.Today's Stocks & Topics: Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB), Market Wrap, KPP Newsletter, CSX Corporation (CSX), The Wealth Effect Paradox: Why Rich Consumers Are Spending Big While Markets Wobble, Powell Industries, Inc. (POWL), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, AI Build-out and Commodities, Defense Sector.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
(From NATO allies boosting budgets in response to Russia's aggression to Asia-Pacific nations rearming amid China's military buildup, defense spending is rising on virtually every continent. We examine how investors can think about the long-term defense sector tailwind without simply chasing headlines.)Today's Stocks & Topics: Lincoln National Corporation (LNC), Market Wrap, AT&T Inc. (T), The Clorox Company (CLX), Insulet Corporation (PODD), Defense Stocks 2026: How the Global Security Boom Creates Long-Term Investment Opportunities, The Hartford Insurance Group, Inc. (HIG), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, WESCO International, Inc. (WCC), KPP Newsletter, Fidelity Total Bond Fund (FTBFX), Vanguard Short-Term Bond Index Fund ETF Shares (BSV), Lithium.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
(5) Michael Bernstam analyzes the humiliating Ukrainian strike on a St. Petersburg oil terminal during Putin's flagship economic forum. Russia's energy sector faces a crisis, forcing a ban on refined exports like gasoline due to refinery damage. Consequently, Russia must increase crude exports to China and India.
(1) Liz Peek discusses the K-shaped economy, where wealthy retirees flourish while lower-income citizens struggle with inflation and high gasoline costs. The Iran war significantly impacts oil prices, threatening real wage growth.