Podcasts about geopolitical

STREAMING MAKING JOHN BATCHELOR SHOW, 7-22-2026.1900 CALDWELL IDAHOThe provided transcript captures a behind-the-scenes and live broadcast dialogue from The John Bachelor Show, where the host and guests analyze global geopolitical instability and economic shifts. A primary focus is the emergence of the World Artificial Intelligence Cooperation Organization (WAICO), which the participants characterize as a strategic attempt by China to dominate international technological standards despite its own internal economic struggles. The conversation further examines a legislative push by the Democratic Socialists of America to reduce the United States nuclear triad, a move the guests label as dangerous unilateral disarmament. Additionally, the experts discuss the escalating conflict in the Middle East, specifically focusing on Houthi threats to maritime trade and the complex maneuvers of global superpowers in the region. Throughout the recording, the speakers emphasize the deteriorating state of the Chinese economy and the necessity for the United States to maintain its competitive edge in both military and technological sectors. This comprehensive overview illustrates the interconnected nature of modern warfare, emerging AI governance, and international energy markets.

STREAMING THE MAKING OF The JOHM BATCHELOR SHOW, 7-21-261903This transcript captures a discussion between John Batchelor and former Congressman Thaddeus McCarter regarding the geopolitical and domestic challenges facing the United States as it nears a midterm election. Internationally, the dialogue covers a variety of crises, including the outbreak of Ebola in Africa, military tensions with Iran and Hezbollah, and brewing trade disputes involving Canadian tariffs. Domestically, the speakers analyze how rising gasoline prices and inflation are shaping voter sentiment and impacting Republican strategy. They also address the internal fractures within both major parties, specifically the influence of MAGA loyalists on the right and Democratic Socialists on the left. Finally, the conversation critiques President Trump's fixation on the 2020 election, questioning whether such rhetoric hinders the party's future viability.

As a newly installed chairman takes the helm of the Federal Reserve, US monetary policy remains uncertain amid a soft inflation print and escalating tensions in the Middle East. David Mericle, chief US economist in Goldman Sachs Research, forecasts the Fed to keep interest rates unchanged this year before cutting its policy rate in 2027. He also unpacks the factors driving US inflation, highlights the surprising resilience of the US labor market, and explains why he expects US GDP to expand around 2% this year.  Recorded on July 20, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at ⁠http://www.gs.com/research/hedge.html⁠ Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us Fan MailDollar fails to capitalize on Middle East tensions. Soft inflation data and easing Fed hike bets weigh. Sterling benefits from politics, yen remains weak. Stocks fall ahead of earnings, gold rebounds.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

The Teacher and the Preacher is a weekly radio program--hosted by Dave McGarrah,  Pastor at Deer Flat Church in Caldwell, Idaho, and Aaron Lipkin from Israel--that airs each Sunday at 10:30 am and 7:30 pm here  94.5 FM and 790 AM on KSPD Boise's Solid Talk.They are a unique phenomenon on the airwaves – a Christian and a Jew in an ongoing dialogue – celebrating the many commonalities but never shying away from the differences. They offer their listeners insights into each other's faiths that don't come up much elsewhere, that can only come through sincere conversation. The weekly discussion is more than a program about a topic; it's a demonstration of how God can bring two people together from 9,000 miles away to bridge the differences, learn from each other, and strengthen their own faiths.If you would like to learn more about this fantastic radio ministry, please visit their website at theteacherandthepreacher.com.Podcast Website: https://www.790kspd.com/the-teacher-and-the-preacher/

Even as the Strait of Hormuz closed and oil surged, chip stocks and the Nasdaq bounced back sharply as investors bet that AI-driven earnings growth outweighs any geopolitical headwinds. We explore the dangerous psychology of a market that keeps shrugging off war headlines — and whether that confidence is justified.Today's Stocks & Topics: Cincinnati Financial Corporation (CINF), Market Wrap, iShares U.S. Power Infrastructure ETF (POWR), Tema Electrification ETF (VOLT), Defiance AI & Power Infrastructure ETF (AIPO), Oil Traders Warning, Reddit, Inc. (RDDT), Is the AI Rally Ignoring a Real Geopolitical Threat to Tech Stocks?, Berkshire Hathaway Inc. (BRK.B), Financial Sector, The Housing Market.Advertising Inquiries: https://redcircle.com/brands

US equity futures are lower, Asian markets are sharply lower while European equities are mostly weaker. Markets remain focused on the ongoing unwind in momentum and semiconductor trades, with profit-taking and concerns around elevated capex continuing to weigh on sentiment. Geopolitical risks remain a secondary overhang, with Middle East tensions and broader policy uncertainty contributing to a cautious tone, while expectations for central bank policy are stabilising as inflation pressures show signs of easing. Attention is now turning to upcoming corporate developments and macro data for further direction on growth and rate expectations.Companies Mentioned: PayPal, BP, ConocoPhillips, Array Technologies

Consumer sentiment and housing data loom as investors digest a disappointing outlook from Netflix. Geopolitical worries could keep markets volatile after chips dove Thursday. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. For illustrative purpose(s) only. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0131-0726) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wall Street pulled back as investors questioned lofty artificial intelligence valuations and reacted to a fresh wave of corporate earnings. Geopolitical tensions in the Middle East and mixed economic data also kept markets on edge.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Geopolitical tensions in the Middle East, coupled with growing concerns that AI spending may have become too exuberant, have fuelled volatility in stock markets globally. On a positive note, the equity fundraising boom shows little sign of slowing, with Malaysia leading the way in South-east Asia. In this episode of Market Focus Weekly, M&G Investments’ Vikas Pershad unpacks the market moves for the week – sharing where he sees the other AI opportunities in Asia, given volatility in the memory chip sector, why South-east Asia's IPO market is becoming increasingly attractive, and the "North Star" guiding his outlook for the India market. Highlights: 02:02 Investing opportunities in Asia’s energy sector 05:03 What to watch for during earnings season 06:20 IPO boom in South-east Asia 08:04 Why the software sector is not ‘dead’ 13:31 What is his ‘North star’ for the India market --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Hosted by: Claressa Monteiro (claremb@sph.com.sg) Written by: Nicole Teo With Vikas Pershad, portfolio manager for Asian Equities, M&G Investments Edited by: Nicole Teo & Claressa Monteiro Produced by: Nicole Teo & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Weekly podcasts every Friday: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

For episode 259 of the Crypto Altruists podcast, we're excited to welcome Inès d'Haultfoeuille, Chief Operating Officer of Egregor, a non-profit dedicated to catalysing social and environmental transformations, playing roles that range from accelerator to venture philanthropist and strategic advisor. Their team is truly global, and their work reaches across climate, education, social justice, civic engagement, and more.If you work in the nonprofit or impact space, the last few years have been brutal. Funding is being cut. Donor priorities are shifting, sometimes overnight. Geopolitical instability is reshaping where resources flow and who gets left out. And through all of it, the needs on the ground aren't shrinking. They're growing.We've talked about this on the show before, with organizations working in Ukraine, in Afghanistan, in Tanzania, in Somaliland. The pattern keeps repeating. The people doing the most essential work are often the ones with the least support, the least stability, and the least room to breathe.Egregor was born out of a conviction that social and environmental innovators deserve better than isolation, precarious funding, and systems designed without them. And what I find compelling about their model is where they choose to focus. Rather than just writing cheques, they work to remove the structural, financial, and logistical barriers that stand between an innovator and their vision. Because so often, the bottleneck isn't the idea but everything surrounding it.In today's discussion you'll learn:

WarRoom Battleground EP 1048: NATO Discussion With Geopolitical Expert David T Pyne, Deputy Director Of The EMP Task Force

Canadian equities gained in the second quarter of 2026 even as the economy tripped the technical definition of a recession and an oil shock sent crude toward $120 before it fell back. Institutional portfolio manager Kevin Minas and investment counsellor Stu Morrow review the quarter, from the gap between the Canadian market and the Canadian economy to the case for holding commodity exposure as geopolitical risk becomes a recurring feature rather than a one-off. They also discuss what a narrow, AI-led rally means for a diversified portfolio, record hyperscaler bond issuance in Canada, and how the Bank of Canada and the Fed held rates through a volatile stretch. The conversation closes on the quarter's asset allocation: trimming equities back toward a neutral mix. Key Takeaways Canada met the technical definition of a recession, but the picture underneath was nuanced. GDP rebounded about 0.5% in April with most industries expanding, and per-capita output grew, closer to a stall-speed economy than a true contraction. The market and the economy can tell different stories. Financials and energy dominate the TSX while real estate and healthcare drive more of the real economy, which helps explain a roughly 7% TSX return alongside soft growth. Geopolitical risk increasingly looks like a recurring condition rather than a rare tail event. With oil spiking near $120 before falling back toward $70, the episode makes the case that commodity exposure can play a portfolio-construction role, chosen selectively where valuation and business quality support it, rather than serving as a call on prices. The Fed stood pat under new chair Kevin Warsh, and the Bank of Canada held across its April and June meetings after cutting substantially. In Canadian bonds, the team added duration as yields rose on inflation fears and removed it as they fell. On AI, the aim is not to guess whether the buildout keeps running, but to choose which risk to live with: too much concentration in the theme on one side, or falling behind by stepping away from it on the other. The team keeps the portfolio from leaning too far in either direction by weighing the companies spending on the buildout against the hyperscalers earning from it, since one company's capital spending is another's revenue. With memory stocks, the risk lies less in the multiple paid than in the cyclicality of the earnings. Credit was constructive, with record hyperscaler issuance in Canada including a $14 billion Amazon deal that Mawer participated in. With spreads tight, positioning stayed higher-quality and shorter-dated, and the balanced strategy trimmed equities back toward a neutral asset mix. Companies Mentioned: Amazon, Alphabet (Google), Meta, Microsoft, Oracle Host: Kevin Minas, CFA, CAIA, Mawer Institutional Portfolio Manager Guest: Stu Morrow, CFA, Mawer Investment Counsellor   This episode is available for download anywhere you get your podcasts.   Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.    Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com https://www.linkedin.com/company/mawer-investment-management/ https://www.instagram.com/mawerinvestmentmanagement/ #ArtOfBoring #MawerInvestmentManagement #MawerInvestment #Podcasts

Geopolitical tensions, commodity-price volatility and policy uncertainty have made energy dealmaking more complex, but they haven’t brought it to a halt. On this week’s episode of the ESG Currents podcast, Jalal Nadeem, a faculty member at the Institute for Mergers, Acquisitions and Alliances and an M&A deal-structuring expert, joins Shaheen Contractor, Bloomberg Intelligence senior sustainable finance research analyst, to explore the evolution of energy transactions. They discuss where M&A activity is emerging across the energy transition, why innovative deal structures are becoming more common, how AI is reshaping negotiations and what investors should watch as the landscape continues to shift.See omnystudio.com/listener for privacy information.

Geopolitical tensions, inflation fears and shifting interest rate expectations have created a challenging backdrop for bond investors. Dickie Hodges, manager of the Nomura Global Dynamic Bond fund, discusses why these periods can also create attractive opportunities, how rising yields have transformed the outlook for fixed income, and why today's market looks very different from a decade ago. The conversation covers credit spreads, emerging market debt, financial bonds and the importance of maintaining liquidity. We also explore how hedging strategies are used to reduce portfolio risk without sacrificing return potential, before finishing with an outlook for the remainder of 2026 and where the most compelling opportunities currently lie.What's covered in this episode: Geopolitics and bond marketsWhy higher yields matter againOil prices and inflation outlookInterest rate expectationsCredit spreads explainedInvestment grade versus high yieldFinancial bondsEmerging market debt opportunitiesWhy South Africa stands outLiquidity in fixed incomeHedging explained simplyInsurance for portfoliosReturn outlook for 2026Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

What happens when we bring questions of power, territory, infrastructure, and ecological transformation into the same conversation? In this bonus episode of the Cities and Geopolitics miniseries, Nitin Bathla is joined by Malini Ranganathan and Garrett Graddy-Lovelace to explore the emerging field of geopolitical ecology. Moving beyond conventional understandings of geopolitics as a matter of states, borders, and great-power competition, the conversation examines how ecological processes, environmental governance, agrarian transformations, and everyday struggles over land, water, energy, and food have become central to contemporary geopolitical contestations. Drawing on examples ranging from agricultural frontiers and resource extraction to environmental justice movements, the discussion explores how geopolitical projects are materialised through ecological relations and how ecological crises, in turn, reshape political orders across scales. The episode reflects on the growing entanglement of environmental change, security, infrastructure, and global inequality, while considering what a geopolitical ecology perspective can contribute to understanding a rapidly urbanising and warming planet consumed by wars and blockades. The speakers discuss the intellectual origins of geopolitical ecology, its relationship to political ecology and critical geopolitics, and its potential to illuminate emerging struggles over territory, sovereignty, and planetary futures in the twenty-first century.

US inflation came in below expectations, supporting equities and reinforcing optimism around the AI sector. At the same time, investors continued to monitor rising oil prices and escalating tensions in the Middle East.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

The feedback is officially in and the crowd has spoken: Pav is no longer allowed to do solo episodes. Fortunately, Calum is back in the co-pilot seat today, calling in from a high-tech fitness and wellness center in Bali to help Pav navigate a wild week of on-chain and off-chain market moves. This week, the boys break down how geopolitical oil shocks are hitting household budgets and bringing Bitcoin back down under the $63K mark. On the positive side, Bitcoin ETFs just saw their first green week of inflows after two straight months of net selling. Pav and Calum unpack the psychological shift behind Michael Saylor's Strategy as a major change in behavior that might signal where we actually are in this market cycle. Calum also shares an absolutely wild on-chain story who quietly walked away with $20 million from the Bonk DAO treasury.They also look at why the upcoming August recess deadline is putting massive pressure on the US Clarity Act. You'll hear:  00:00 Is Pav still allowed to do solo episodes? 03:36 Breaking down the first green week of ETF flows in two months 05:34 Why revenue-generating models are changing what investors expect from new infrastructure tokens and DAOs. 14:34 What it means for the market when crypto's biggest programmatic buyer decides to hold cash.  18:21 The Clarity Act Recess countdown and what happens if it fails to pass before the August recess.  22:56 The $20 Million Bonk DAO Heist … and much more! Want to see what we're looking at every episode? Watch the YouTube version of the podcast here. Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc  To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto If you can't wait to learn more, check out these blogs from our friends over at Swyftx. This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.

About FutureCreators: Hosted by Francis McInerney and moderated by Robert Braathe, the FutureCreators podcast features sharp, analytical conversations mapping out the global forces shaping international tech policy, network architecture, economics, and evolving digital structures. To read our research and discover more insights into global network architectures, visit our homepage at www.future-creators.com. Explore our archive of over 300 micro-episodes on futurecreators.simplecast.com

Our Mid-year geopolitical outlook looks at major themes for the second half of 2026 and beyond. It decodes Trump 2.0, China-US relations, Middle East shifts, and Europe's pivotal path, revealing risks, growth, and critical events that will impact markets.

THIS PODCAST WAS RECORDED BEFORE THE LATEST DEVELOPMENTS WITH THE US AND IRAN. IT REMAINS RELEVANT. Can an entrepreneur succeed and staying profitable even when some much seems out of control? In this Tough Things First podcast, Ray Zinn has a reality check and some words of inspiration. (Watch Now!) Ray Zinn: Hey Rob, good to be with you today. […]

Recording date: 11th July 2026Olive Resource Capital delivered an approximate 15% return in the first half of 2026, outperforming many peers in a more moderate market environment compared to the strong gains of 2025. Returns were further supported by three portfolio company acquisitions, two of which closed the period, highlighting the role of opportunistic corporate activity in performance. The firm emphasized that such events are beneficial but not a reliable foundation for long-term strategy.The commodity landscape in H1 2026 was marked by a clear rotation. Lithium and oil emerged as the strongest performers, with oil remaining resilient despite price volatility and lithium rebounding after years of underinvestment. In contrast, gold, silver, and platinum group metals lagged after leading the previous year, undergoing what management described as a necessary consolidation phase.Despite weak underlying commodity prices, Olive's strongest gains came from precious metals equities. This divergence reflects the firm's focus on company-specific catalysts—such as mergers and acquisitions, resource updates, and technical studies—rather than direct exposure to commodity price movements. Holdings like K92 Mining exemplify this strategy, with growth-driven revaluation potential independent of gold price trends.Macroeconomic conditions remained broadly supportive, with strong global manufacturing activity and continued monetary stimulus, although reduced liquidity support from China is being monitored. Geopolitical tensions, including those involving Iran, influenced energy markets but were viewed as temporary disruptions with longer-term implications for supply chains and energy demand.Heading into the second half of 2026, the firm is cautiously deploying elevated cash reserves into energy and uranium, driven by themes such as AI-related power demand, electrification, and favorable seasonal trends. It continues to avoid West African development projects due to rising jurisdictional risks, instead favoring opportunities in North and South America where regulatory conditions are more stable and investment visibility is stronger.Sign up for Crux Investor: https://cruxinvestor.com

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SHARESIES · MARKET MOVEMENTS · 15 JULY 2026Laura Marwick & Jordan Cunningham, Sharesies Head of Data & Analytics Note: Filmed Tuesday 14 July ↑ WHAT’S UP — Meta surged 14.8% on plans to add 14 gigawatts of compute, driving the Nasdaq up 1.74% for its fourth gain in five weeks. SK Hynix's US debut raised US$26.5 billion, the largest-ever US listing by a foreign company. ↓ WHAT’S DOWN — The ASX 200 fell 0.4% to 8,806 as miners tumbled over 4%, while the Dow was down 0.5% and Russell 2000 0.6%. ! BIGGEST SURPRISES — The RBNZ lifted the OCR 25bps to 2.5% — its first hike in three years — and signalled that more tightening is likely. Renewed US-Iran strikes pushed WTI crude up 4.3% and the 10-year Treasury yield to 4.57%. ◎ WHAT TO WATCH — US CPI lands Tuesday (est. 3.9% y/y), alongside new Fed Chair Kevin Warsh's first congressional testimony and big US bank earnings. ◈ BIGGER PICTURE — Analysts have unusually lifted S&P 500 earnings estimates into Q2 reporting season, stirring "earnings bubble" talk, while the US-Iran ceasefire looks fragile after fresh strikes. NZ's rate hike and improving PMI point to a Q3 recovery. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.

Headline: The Great Divergence and Geopolitical Climate Shocks Guest: Professor Peter Frankopan Book Title:The Earth Transformed: An Untold History The "Great Divergence" explains why Europe accelerated in science and technology over Asia despite the latter's long history of learning. Frankopan suggests that geography played a crucial role; for example, England's coal fields were located near its capital and waterways, whereas China's were far from its population centers, making exploitation expensive. Additionally, while China's efficient bureaucracy stifled new ideas, European competition and the exploitation of colonial resources provided a "kickstart" for industrialization. Climate shocks also played a role; the Bengal famine in the 1770s shattered state revenues and destroyed families. A specific instance of climate impacting geopolitics occurred after the 1783 Laki eruption. As the Ottoman Empire struggled with internal disorder and crop failure in Egypt, Catherine the Great seized the opportunity to annex Crimea. This highlights how ecological pressures can distract major powers, allowing rivals to redraw global maps. (6)1900 JULIAETTA IDAHO

China's use of soft power to create a favorable public perception can reveal goals and tendencies useful for investors. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to share what he learned from a recent visit to the Chinese embassy in Washington.

Carley Garner and Melissa Armo discuss why oil prices have remained relatively restrained despite rising geopolitical tensions and what that could mean for investors. They highlight Chevron (CVX) as a potential beneficiary of higher crude prices while exploring how sustained energy costs, interest rates, and earnings pressures could increase the risk of a broader market correction and economic slowdown.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Geopolitical tensions between the US and Iran reignited overnight, sending oil prices sharply higher while stocks and bonds came under pressure. Despite the uncertain backdrop, the Australian share market is set for a steady open. Plus, a closer look at what South Korea's export figures are saying about the health of global trade. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Why we're seeing a rise in geopolitical gambling, speculation, and insider trading. Why the Iran War ceasefire was always going to fail. How to make sense of China's submarine-launched ballistic missile test over the Pacific, and why anti-imperialism is the only solution. Peter Theil calls Pope Leo a Chinese communist agent. And the devastation over the Graham Platner scandal.  Subscribe to the Un-Diplomatic Newsletter: https://www.un-diplomatic.com/  Watch Un-Diplomatic Podcast on YouTube: https://www.youtube.com/@un-diplomaticpodcast  Disclaimer: The views expressed are those of the individuals and not of any institutions

Charles Schwab's Adam Lynch argues that Bitcoin's recent rally is more of a relief bounce driven by softer jobs data and easing macro fears than a lasting trend reversal. He discusses Michael Saylor's latest Bitcoin sale, the challenges facing U.S. crypto legislation, and why Hyperliquid's HYPE token has emerged as one of the sector's standout success stories.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

They Can't Ignore XRP Today wasn't about one headline. It was about what all of the headlines mean when you connect the dots. Ripple just put the XRP brand on the jersey of a major NCAA athletics program. AI is rapidly expanding on the XRP Ledger. The XRPL Foundation just surpassed 1,000,000 agentic payments. Franklin Templeton publicly acknowledged XRP's maturity compared to newer blockchain networks. At the same time, regulatory momentum in Washington continues to move in favor of digital assets. Individually, these may seem like separate stories. Together, they paint a very different picture. Tonight, we break down why XRP is becoming much more than another cryptocurrency—and why institutions, developers, governments, and now even mainstream sports are all converging on the same ecosystem. We also cover:

The real problem isn't that organizations don't have resilience plans. It's that those plans sit on paper, never operationalized, never tested, until the next disruption forces their hand. In this episode of Supply Chain Now's Never Normal series, Scott W. Luton is joined by regular Supply Chain Now hosts Karin Bursa, CEO of NIRAKIO, Scott DeGroot, Managing Director of the Global Supply Chain Institute at The University of Tennessee, and Jake Barr, CEO of BlueWorld Supply Chain Consulting, for a candid, experience-driven conversation on what it actually takes to lead through continuous disruption. Drawing from decades of collective experience across manufacturing, consulting, and academia, the panel unpacks why the pace and amplitude of today's disruption demands a fundamentally different leadership model, one built on adaptive intelligence, structured decision frameworks, and cultures that reward learning over blame. From separating reversible decisions from irreversible ones, to building teams with cognitive flexibility, to understanding why perfection is the enemy of progress, the discussion cuts through the noise on what separates organizations that thrive from those that stall. Together, they explore why supply chain deserves a permanent strategic seat at the C-suite table, why resilience must be woven into culture rather than sprinkled on top, and why the leaders of the next decade won't win with the best plans, they'll win with the best ability to diagnose, pivot, and execute when the plan expires.   Jump into the conversation: (00:00) Intro (03:41) Karin on trust, emotion, and the function of leadership (05:41) Jake on developing people until they no longer need you (07:33) Scott on self-improvement and not being self-righteous (09:18) Is disruption truly permanent, or just faster and louder? (14:12) Leading when you don't have all the answers: reversible vs. irreversible decisions (14:12) Building confident decision frameworks under uncertainty (17:20) Karin on confidence, clear frameworks, and trusting the process (21:46) What separates organizations that adapt from those that stall (22:34) Why perfection is the enemy of progress (29:42) What resilience actually looks like inside a high-performing team (33:01) You can't just sprinkle resilience on top, it has to be cultural (35:19) What role does culture play in organizational resilience (39:35) Geopolitical risk and its growing role in supply chain planning (41:40) The new premium skills: cognitive flexibility, AI fluency, and storytelling (48:39) What today's talent expects from their organizations and leaders (51:25) One leadership trait that has never mattered more Additional Links & Resources: Connect with Karin Bursa: https://www.linkedin.com/in/karinbursa/ Connect with Jake Barr: https://www.linkedin.com/in/jake-barr-3883501/ Connect with Scott DeGroot: https://www.linkedin.com/in/scott-degroot-4600368/ Learn more about NIRAKIO: https://www.linkedin.com/company/nirakio/ Learn more about The University of Tennessee: https://haslam.utk.edu/ Learn more about BlueWorld Supply Chain Consulting: https://www.blueworldscc.com/ Learn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit: https://supplychainnow.com/media-kit/ WEBINAR- The Future of Supply Chains: Where Talent Meets Technology: https://bit.ly/4uUuxkc WEBINAR- Peak Reality Check: What Shippers, Analysts, and AI Models Are Predicting for 2026: https://bit.ly/4aTlsRv WEBINAR- From Volume to Resilience: How Automotive Supply Chains Are Adapting to a New Market Reality: https://bit.ly/4f6SUGA WEBINAR- The Automotive Industry's Next Digital Breakthrough: https://bit.ly/4vhUwT4 This episode was hosted by Scott Luton and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/never-normal-successful-leadership-age-constant-disruption-1606 The content in this episode, including all audio, videos, visuals, and graphics, is the property of Supply Chain Now and is protected by copyright law. Unauthorized use, reproduction, distribution, modification, or re-uploading of this content in any form is strictly prohibited without explicit written permission from Supply Chain Now.For licensing inquiries or permissions, please contact us at production@supplychainnow.com© 2026 Supply Chain Now. All rights reserved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today's episode includes a discussion on Agency mortgage-backed security (MBS) prepayment activity in the wake of QE4 lows. Plus, Robbie interviews FICO's Ethan Dornhelm on how credit score modernization is giving lenders and market participants the ability to evaluate long-term predictive performance and expand responsible access to credit while preserving safety and soundness. And we close with the focus on geopolitical tensions versus inflation versus economic data.This week's podcasts are sponsored by FICO. As the industry's most predictive credit score, FICO Score 10T combines proven performance with deeper insight into borrower behavior to help support a stronger and more resilient housing finance system.The Chrisman Commentary is your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.

China cannot sell as much as it used to in the United States. That trade has to go somewhere, and somewhere might be Europe.In this week's VoxTalk, Tim Phillips asks Pol Antràs (Harvard) and Beata Javorcik (EBRD, Oxford) what this means for European producers and consumers.Antràs and Andrea Presbitero have mapped which countries and sectors face the sharpest competition from redirected Chinese exports, and which stand to gain. Does cheap Chinese tech ease Europe's energy cost crisis, or squeeze European manufacturers of wind turbines and electric cars?If Europe decides to take the gains where consumers and firms can get them, and compensate the producers who are legitimately hurt, how do they go about it? And can raising tariffs in a world of global value chains protecting one sector without damaging others?New episode, recorded at the PSE-CEPR Policy Forum 2026 in Paris.The research behind this episode:Antràs, Pol, and Andrea F. Presbitero. 2026. "The Remains of the Trade: The U.S.-China Trade War and its Aftermath." Preliminary versionTo cite this episode:Phillips, Tim, Pol Antràs, and Beata Javorcik. 2026. "Europe in the Middle." VoxTalks Economics (podcast). About the guests:Pol Antras is Robert G. Ory Professor of Economics at Harvard University, a Research Associate at the National Bureau of Economic Research, and a Research Affiliate at the Centre for Economic Policy Research. His research spans global value chains, the organisation of multinational firms, and, most recently, the intersection of trade policy and geopolitics.Beata Javorcik is Chief Economist of the European Bank for Reconstruction and Development, on leave from her position as Professor of Economics at the University of Oxford and Fellow of All Souls College. She is Director of the International Trade Programme at the Centre for Economic Policy Research. Her research spans foreign direct investment, industrial policy, and, increasingly, the economics of geopolitical fragmentation.Research cited in this episode:The Great Reallocation is the term coined by Laura Alfaro and Davin Chor for the reorganisation of United States sourcing away from direct imports from China and toward alternative suppliers such as Vietnam, Mexico, and Taiwan. Antrà s and Presbitero's paper extends this idea to third countries, showing that Chinese exports displaced from the American market are increasingly landing in Europe and Asia rather than disappearing.Geopolitical externality is a concept developed by Laura Alfaro, Maggie Chen, and Beata Javorcik in their working paper "The Battle over Knowledge: Multinationals, Diffusion, and Governance." It describes how knowledge transferred abroad by multinational firms can strengthen a rival state's strategic capability in ways the firm never intended and the market never prices, which is why governments increasingly restrict flows of codified, tacit, and organisational knowledge that would once have passed unremarked.Voluntary export restraints were the mechanism used to defuse the United States' trade conflict with Japanese carmakers in the 1980s. Rather than imposing tariffs, Japan agreed to limit its car exports, and Japanese manufacturers responded by building plants directly in the United States. Javorcik cites this as the precedent for how the current standoff over Chinese electric vehicles and knowledge transfer might eventually be resolved.The Draghi report on European competitiveness, published by the European Commission in September 2024, recommended conditioning Chinese investment in the European electric vehicle sector on mandatory knowledge transfer. Javorcik notes the difficulty of calibrating such requirements: demand too little and Europe gains nothing from the technology; demand too much and Chinese investors have no reason to come at all."Industrial Policies for Multi-stage Production: The Battle for Battery-powered Vehicles," by Keith Head, Thierry Mayer, Marc Melitz, and Chenying Yang, models how tariffs and subsidies reshape the location of battery and vehicle assembly plants across a multi-stage supply chain. Antrà s cites the paper's finding that protecting the electric vehicle sector through tariffs can produce worse outcomes than the problem it was meant to solve.Export controls and innovation, discussed by Javorcik with reference to Chinese firms such as DeepSeek and Huawei, illustrate a pattern in which restricting a country's access to a technology, in this case advanced semiconductors, can accelerate that country's innovation in adjacent areas rather than simply constraining it. She draws a parallel with rare earth export restrictions, which have historically spurred substitute technologies rather than suppressing them.More VoxTalks Economics episodes:In a conversation recorded at the CEPR Annual Forum in Paris called "What should Europe do about Trump?" Tim Phillips spoke to Beatrice Weder di Mauro and Ugo Panizza of the Graduate Institute Geneva, about how Europe should respond to the second Trump administration's trade policies.Listeners interested in how firms navigate geopolitical trade disruption should also hear "Trading around geopolitics," in which Giancarlo Corsetti, Banu Demir, and Beata Javorcik discuss how Turkish exporters filled the gap left by sanctions on Russia.Related reading on VoxEU:"An update on the great reallocation in US supply chain trade" uses detailed United States import data through 2025 to track the scope and pace of the reallocation discussed in this episode."From tariffs to trade flows: Diversion effects and China's exports to the EU" examines the evidence for and against the trade deflection story that Antras and Javorcik discuss, and finds the picture more mixed than a simple diversion narrative suggests."China shock 2.0 and the euro area: Cheaper imports, tougher competition" decomposes the recent surge in Chinese exports to the euro area and argues that structural forces within China, rather than diversion from the American market, explain most of it."The impact of trade wars on firms in third countries" proposes a model of how bilateral trade shocks spill over to bystander economies, applying it to Italian firms during the 2018 to 2019 trade war.

Geopolitical tensions are rising as the Iran ceasefire unravels, how the "small financial decisions" you make can really add up, and restaurants are reinventing happy hour.

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Trevor Loudon Reports – South Korea serves as a key partner in containing Chinese aggression alongside Japan, maintains a strong military in a critical location, and ranks as an economic powerhouse in semiconductors, chips, and manufacturing. A communist takeover or Chinese orbit for South Korea would deliver a major blow to US Asia-Pacific strategy, weaken the free world, and...

Aubrey Masango speaks to Dr William Mpofu, Geopolitical, to discuss what lobbying is, whether all political parties engage in it in one form or another, and where the line should be drawn. Tags: 702, Aubrey Masango show, Aubrey Masango, Bra Aubrey, Political Analyst, Dr William Mpofu, Lobbying, Tony Leon, DA, Starlink, John Steenhuisen The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The apparel industry is entering a new age of discipline. Growth at any cost is giving way to focus, profitability and execution.  It's a trend that could get the industry back onto a steady trajectory of not just growth, but profitable growth.Welcome to our July Inside Fashion Market Briefing. I'm Jane Singer and rather than simply talk about ‘what's happening, I'll be sharing insights and perspectives that help brands make smarter decisions.The industry has largely moved beyond the energy shock that hit at the start of Q2.Geopolitical issues remain, but they have become background noise rather than daily disruptions. The situation in the middle east has not really changed much, but oil prices have eased.Market sentiment has moved on.  And fundamentally that matters more than what's actually happening.The biggest concerns today are higher interest rates and uncertainty surrounding Section 301 tariffs. Tariffs remain a wildcard because planning is difficult when the rules are still evolving. Learn more at https://insidefashionLive.netSEND US A MESSAGEVisit A Seat at The Table's website at https://seat.fm

Jul 3, 2026 – Geopolitical strategist Peter Zeihan joins Jim Puplava to unpack the fragile Iran peace deal and its ripple effects on global energy markets. Despite hopes for a return to cheap oil, Zeihan warns of a looming crunch: a billion-barrel shortfall...

First up on the podcast, relationships turn chilly in the polar research haven of Svalbard in Norway. Senior International Correspondent Richard Stone joins host Sarah Crespi to discuss the impacts of geopolitical shifts on the scientific output of this region so important to the study of climate change. Next on the show, producer Meagan Cantwell talks with Thomas Gernon, a geologist at the University of Southampton, about how ice sheets formed in Antarctica during a time when the temperatures were relatively warm. This week's episode was produced with help from Podigy. About the Science Podcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Special guest host Klon Kitchen, Managing Director for the Global Technology Policy Practice at Beacon Global Strategies, is joined by Dr. Divyansh Kaushik, machine learning expert and BGS Vice President, to analyze the trajectory of frontier artificial intelligence. They explore the rapid shift to reasoning models like Anthropic's Mythos, which autonomously solve complex software problems and uncover deep cybersecurity risks. They also discuss "recursive self-improvement"—the threshold where AI begins autonomously coding and training its own next-generation pipelines—as well as the strategic risks posed by Chinese open-source models and the national security challenge of the world's most advanced scientific labs being privately owned.

"The climate crisis has roots in fossil fuels, but at the same time, fossil fuels fund this Russian inversion to Ukraine. So it means this is a fossil fuel war. If we will actually fight against our overall actually dependency on fossil fuels in the same way we will fight against climate change." Svitlana Krakovska, Ph.D. on Electric Ladies Podcast With so much geopolitical chaos and dangerous heat waves and other extreme weather, we have vivid reminders that climate change is a security "threat multiplier," as former Defense Undersecretary Sherri Goodman says. How? Listen to this live recording of a "Fireside Chat on Climate Security" at The Earth Day Women's Summit at Earthx2025 with two extraordinary experts and Electric Ladies Podcast's Joan Michelson about the issues at the intersection of climate change, security and sustainability. You'll hear from: ·        Svitlana Krakovska, Ph.D., the top climate scientist in Ukraine ·        Mirian Vilela, Executive Director of Earth Charter International Secretariat & Center for Education for Sustainable Development ·        Joan Michelson, Executive Producer of The Earth Day Women's Summit and host of Electric Ladies Podcast.   "We are looking at business and (the) economy and make bigger decisions without looking at it through a lens that sees the interconnectedness of all these social and environmental challenges. [We have] to expand our planetary consciousness and deepen our ethical responsibility with the wellbeing of humans across cultures and nations." Mirian Vilela on Electric Ladies Podcast   You'll also like: ·        Critical Minerals, A.I. & Climate Change - with Liv Carroll, Critical Minerals Expert and former Managing Director, EMEA Mining Lead and Global Natural Resources Lead for Data and A.I. at Accenture ·        Sherri Goodman, former Deputy Undersecretary of Defense, on climate change as a security threat. ·        Can Cities Thrive in a World of Polycrises? _ with Lauren Sorkin, Co-Founder and Executive Director, Resilient Cities Network ·        Food, Fashion & Ag vs. Climate Change – from The Earth Day Women's Summit 2025, with top scientists and innovators in these fields ·        What's The Role Of Business Today In Addressing The Climate Crisis? - from The Earth Day Women's Summit 2025, with top business leaders ·        Joan Michelson's Forbes article on How Climate Change Is Reshaping Global Security And The Military.   Elevate your career with expert coaching and ESG advisory with Electric Ladies Podcast. Unlock new opportunities, gain confidence, and achieve your career goals with the right guidance. Subscribe to our newsletter to receive our podcasts, articles, events and career advice – and special coaching offers. More from Electric Ladies Podcast! Thanks for subscribing on Apple Podcasts, iHeart Radio and Spotify and leaving us a review! Don't forget to follow us on our socials Twitter: @joanmichelson LinkedIn: Electric Ladies Podcast with Joan Michelson Twitter: @joanmichelson Facebook: Electric Ladies Podcast

Preview for Later Today: Jonathan Schanzer. Executive Director of the Foundation for Defense of Democracies (FDD), specializing in maritime security, international sanctions, and Middle Eastern geopolitical leverage. He assesses Iranian intimidation tactics and economic leverage in the Strait of Hormuz, noting their ability to selectively approve or target international shipping, and calls for increased international and UN intervention to protect global waterways from unilateral Iranian control.1701

On Decoding the Gurus, we regularly get to hear a lot of truly “high-level” ideas, but the much-requested subject of this episode's decoding is up there with the best of them. We are talking, of course, about “Professor” Jiang, the internet's favourite new overly confident online guru, now that Jordan Peterson is indisposed. Jiang Xueqin is a secondary school teacher who has found an online audience thirsty for his particular style of confident bullshit, and he is more than ready to roll out his “predictive history” analyses on command.Be prepared for some serious professorial cosplay as Stephen Bartlett, from Diary of a CEO, spares no expense in his endless quest to indulge every modern online crank, offering a grab bag of props as well as his usual thoughtful pauses and awe-inspiring requests for definitions. Thrill as the honorary professor performs as a grand seer and geopolitical strategist, complete with a tabletop world map, wargame prop pieces, whiteboard flowcharts, coloured chess sets, and a dramatic metal briefcase full of sealed predictions.So get ready to experience his hit-parade of forecasts (Trump's 3rd term, endless war with Iran, eventual U.S. “loss”) along with his trademark conspiratorial mélange of real-ish facts, misstatements, and domino-chain inevitabilities. The end of Part 1 is a sign of things to come, featuring Jiang's post-apocalyptic advice on how the good people can rebuild society with the help of prophets and visionaries (AKA gurus) and soothe yourself with the knowledge that we are all ultimately just a God-derived fractal consciousness anyway.

European Industrial Strategy and Strategic Security. Guest: Lorenzo Fiori. Lorenzo Fiori analyzes the geopolitical and industrial landscape of Europe, with a focus on the strategic importance of the Mediterranean. He discusses the defense industry's role in international security partnerships and the economic challenges facing European nations as they manage complex energy needs and trade relationships with global powers. 61900 SOUTH STREET

Geopolitical Competition in the New Space Race. Guest: Bob Zimmerman. Zimmerman continues his report by examining the strategic and military implications of the "new space race." He discusses the competition between global powers for dominance in the lunar and orbital domains, evaluating how technological breakthroughs in space travel are influencing international security and the long-term commercialization of the cosmos. 81905 SPRING STREET LA

The Geopolitical Chessboard of the Strait of Hormuz. Guest: Gregory Copley. Copley discusses the power struggles within Iran and the strategic card of the Strait of Hormuz. He notes that while the strait is "more or less open," the situation remains in flux, with regional players like Turkey seeking to thwart Iranian ambitions in the Mediterranean. 91936

The latest Federal Reserve policy shifts and rising geopolitical tensions are reshaping the financial landscape. With Jerome Powell exiting and Kevin Warsh signaling a tighter-lipped Fed, investors face renewed market uncertainty and an end to traditional forward guidance. This episode breaks down how the ongoing Iran conflict is dictating oil prices and the timeline for interest rate cuts, while exploring why the stock market continues to offer the best risk-to-reward ratio for capital deployment.The conversation also dives into the massive economic potential of advanced AI and robotics, analyzing predictions from industry leaders regarding the automated future of the global labor market. We evaluate the current hyper-supply phase of the real estate market cycle, the potential massive liquidity injection from the upcoming Crypto Clarity Act, and the exact $5 million financial milestone needed to achieve true freedom in today's economy.KEY TOPICS DISCUSSEDFederal Reserve policy changes and the elimination of forward guidance under Kevin Warsh.Geopolitical impacts of the 60-day MOU in the Iran conflict on global oil prices.Short-term stock market corrections and interest rate cut predictions for the coming year.Institutional investments, warm water cooling, and the bullish outlook for Nvidia.SpaceX IPO lockup periods and why short-term valuation pressures exist for early retail buyers.The integration of advanced humanoid robotics into global labor markets and factory infrastructure.The upcoming US House committee hearing on the Crypto Clarity Act and its potential market impact.Phase three and four of the Mueller real estate cycle and how to acquire undervalued commercial assets.Leveraging life insurance arbitrage to invest in real estate debt funds for positive yield.KEY TAKEAWAYSThe Federal Reserve's decision to drop forward guidance removes the market's reliance on predictable rate cuts, signaling a return to historically normal, higher interest rate environments.Global oil prices remain the primary linchpin for future interest rate decisions, as energy costs directly drive producer costs and broader inflation metrics.Advanced robotics and AI infrastructure are poised to offset massive global labor shortages, presenting one of the most lucrative long-term investment vectors of the next decade.The real estate market is currently navigating the hyper-supply and recession phases of its cycle, making this the ideal time for patient capital to acquire distressed assets before rate cuts occur.Achieving a liquid, risk-free baseline of $5 million in Treasury bills provides a mathematical guarantee of financial freedom, effectively covering lifestyle costs through pure interest yield.CONNECT & TAKE ACTIONWealth Intelligence Brief: Text "WIB" to 844-447-1555 to get Matty's free macro data, real estate intel, and crypto signals delivered to your inbox 3 times a week.Imagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.