Podcasts about geopolitical

MacroVoices Erik Townsend & Patrick Ceresna welcome, Robert Kahn. They will discuss all things geopolitics, from Tariffs to mid-term elections to the price of crude oil to who will be the next Fed chair https://bit.ly/4s9t21C  

In this episode of The Daily, we explore the historic downturn in the trucking market where compliant carriers are struggling against rates that have fallen well below operating costs. We examine claims that labor arbitrage and CDL fraud are tilting the playing field by allowing non-compliant fleets to undercut the market. We also investigate a potential regulatory ticking time bomb as the administration considers rescheduling marijuana, a move that could inadvertently strip the DOT of its authority to test drivers. With marijuana accounting for nearly 60% of positive drug tests, the industry is urgently pushing for a safety carve-out to prevent liability risks. Global operations are facing their own chaos, illustrated by FedEx struggling to manage pilot accommodations after grounding its MD-11 fleet during peak season. On the ocean side, carriers like Maersk and Hapag-Lloyd are dropping Baltimore from key services, citing the risks associated with the long transit up the Chesapeake Bay. Geopolitical tensions are also rising as a massive sale of global port assets has stalled because China is demanding a controlling interest in Panama Canal facilities. This move highlights the growing struggle for control over critical trade choke points in the global supply chain. Finally, we look at how technology is stepping in to help fleets build resilience, from Nirvana Insurance raising $100M to create an AI-driven operating system for risk management. We also discuss a new partnership between OTR Solutions and SONAR that embeds real-time rate intelligence directly into carrier workflows to help them negotiate with confidence. Learn more about your ad choices. Visit megaphone.fm/adchoices

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar breaks down mixed global market moves as investors weigh delayed U.S. jobs data and rising hopes for future Fed rate cuts ahead of key CPI figures. Geopolitical tensions lift oil prices following new U.S. action on Venezuela, while Tesla and Amazon rally on AI-driven optimism. Europe and Asia react to soft inflation, strong exports, and blockbuster tech IPOs, as crypto adoption advances despite falling memecoin hype.

Tara breaks down Trump's bold move to block Venezuelan and Iranian oil tankers, exposing a tangled web of global oil trade, sanctions, and political funding. From Democrat-backed street protests to Iran's assassination attempts on Trump allies, this episode explains the real reasons behind Trump's actions — and why they matter for American national security and economic sovereignty.

Tara dives into Susie Wiles' controversial Vanity Fair interviews, exposing how her actions could undermine Trump allies, protect the deep state, and influence upcoming elections. From JD Vance to Trump's legal battles, she orchestrated a strategic media assault. Plus, a deep look at Trump's enforcement of oil sanctions on Venezuela and Iran, cutting off Democrat funding for street protests and defending American soil.

Tara dives into today's most explosive political and global stories: Susie Wiles' eleven Vanity Fair hits and the fallout on Trump allies ⚡ Trump's intervention in Venezuela-Iran oil trade and defense against assassination plots

Risk has always been part of doing business. What has changed is its scale, speed, and interconnected nature. In this episode, Sean Martin and Marco Ciappelli are joined by Megha Kumar, Chief Product Officer and Head of Geopolitical Risk at CyXcel, to explore how organizations can think more clearly about digital risk without becoming paralyzed by complexity.Kumar shares how digital resilience is no longer a technical problem alone. Regulations, infrastructure dependencies, geopolitical tensions, supply chain exposure, and emerging technologies such as AI now converge into a single operational reality. Organizations that treat these as isolated issues often miss the real picture, where one decision quietly amplifies risk across multiple domains.A central theme of the conversation is proportion. Kumar emphasizes that risk management is not about eliminating uncertainty, but aligning effort with value. Not every threat matters equally to every organization. Understanding who you are, where you operate, and where you are going determines which signals deserve attention and which are simply noise.The discussion also reframes geopolitics as a daily business concern rather than a distant policy issue. Companies operate inside global power dynamics whether they acknowledge it or not. Technology choices, supplier relationships, and market expansion decisions increasingly carry political and regulatory consequences that surface quickly and without warning.Rather than advocating for massive new departments or rigid frameworks, Kumar outlines a practical approach. Organizations can decide whether to avoid, mitigate, transfer, or tolerate risk, then revisit those decisions as conditions change. This mindset supports growth and innovation while avoiding the false comfort of static checklists.The episode closes on culture. Effective risk management depends on listening across roles, disciplines, and seniority. Internal dissent, diverse viewpoints, and external validation are presented as assets, not obstacles. In a world where uncertainty is constant, resilience comes from clarity, not control.Learn more about CyXcel: https://itspm.ag/cyxcel-922331Note: This story contains promotional content. Learn more.GUESTMegha Kumar, Partner, Chief Product Officer & Head of Geopolitical Risk at CyXcel | On LinkedIn: https://www.linkedin.com/in/drmeghakumarcyxcel/RESOURCESLearn more and catch more stories from CyXcel: https://www.itspmagazine.com/directory/cyxcelAre you interested in telling your story?▶︎ Full Length Brand Story: https://www.studioc60.com/content-creation#full▶︎ Spotlight Brand Story: https://www.studioc60.com/content-creation#spotlight▶︎ Highlight Brand Story: https://www.studioc60.com/content-creation#highlight Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Geopolitical tensions remain elevated across the globe, yet markets appear surprisingly calm. Erik Norland of CME Group joins IBKR Podcasts to explore whether investors are becoming desensitized to conflict, how inflation and central bank policy are reshaping risk, and why gold and commodities may be telling a different story.

Geopolitical tensions, a fractured regulatory landscape and shifting trade patterns are reshaping the maritime industry in ways not seen in decades. In this episode of the Talking Transports podcast, maritime historian and former merchant mariner, Sal Mercogliano, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to break down the forces redefining global shipping. Mercogliano discusses the risks surrounding the Red Sea and Suez Canal, the rise of the shadow fleet and the challenges facing the IMO’s ambitious decarbonization goals. He also examines US shipbuilding ambitions, Jones Act reform and the critical role of the Merchant Marine in national security. Mercogliano shares insights from his seafaring career, his academic work and his popular YouTube channel, offering a wide-angle perspective on the future of maritime trade.See omnystudio.com/listener for privacy information.

In this episode, members of the Confluence Macroeconomic Team sit down with Phil Adler to assess the geopolitical outlook for 2026. Six big picture trends that are guideposts for Confluence's investment recommendations are discussed including stablecoins, spheres of influence, and data centers. 

La Scala's Season Opening and Milan's Christmas Atmosphere: Colleague Lorenzo Fiori describes attending the season opening at La Scala, featuring a dramatic Russian opera that audiences connected to current geopolitical tensions, also noting the festive Christmas atmosphere in Milan and Prime Minister Meloni's continued, albeit non-military, support for Ukraine. 1957

Nvidia's Jensen Huang and the AI Revolution: Colleague Brandon Weichert praises Nvidia's Jensen Huang as a pivotal geopolitical figure driving the AI revolution, comparing AI's growth to the railroad boom and predicting long-term economic benefits and massive opportunities for construction and energy sectors as the US builds infrastructure to support data centers. 1938

444,163 viewsStreamed live 12/12/25 #arestovych #shelest #war#arestovych #shelest #war #zelensky #trump #trumpplanFundraising for the 9th Brigade of the Special Operations Forces "Lavri Patriots"

PREVIEW — Brandon Weichert — Jensen Huang and Nvidia's Geopolitical Influence. Weichert identifies Nvidia CEO Jensen Huang as potentially America's most consequential and strategically important technology tycoon, arguing he now surpasses Elon Musk in direct geopolitical influence and institutional power to shape American foreign policy and national security priorities. Weichert suggests that Huang's desire to expand semiconductor chip sales into Chinesemarkets is systematically influencing the Biden administration to soften its national security rhetoric and shift from hawkish threat characterization to dovish diplomatic accommodation regarding Beijing, potentially subordinating American strategic autonomy to Nvidia's commercial interests and market access imperatives. 1958

Risk generally falls into 4 categories, monetary (Central Banks), economic (growth and profits), financial (leverage, carry and correlation) and finally, geopolitical. This last category is non-market, market risk.  And in this context, it was a pleasure to welcome Mark Rosenberg, Founder of GeoQuant and adjunct professor at UC Berkeley to the Alpha Exchange for a discussion centered on political risk as a measurable market variable.Mark's work evaluates how governance, social instability, institutional stress, and security dynamics influence asset pricing. Tracing his path from academia to his time at Eurasia Group, he describes the gap that existed in country-risk assessment—macroeconomic indicators were abundant, yet political inputs remained qualitative, backward-looking, and infrequent. His motivation for launching GeoQuant followed the belief that political dynamics could be structured into model-based, data-driven signals rather than anecdotes, expert impressions, or slow annual indicators.GeoQuant separates political risk into governance, social, and security components, drawing from quantitative indicators, news-driven updates, and structural model frameworks. Geopolitical risk conjures referendums like Brexit, countries like Russia, China and Iran, conflicts like trade wars and actual wars. The United States does not come to mind. But looking ahead to the 2026 midterm cycle, Mark describes a US landscape defined by elevated turnover risk, the potential for policy conflict, and a political structure capable of generating prolonged uncertainty, a risk factor that may not be sufficiently priced into assets.I hope you enjoy this episode of the Alpha Exchange, my conversation with Mark Rosenberg.

Ken Tropin is a legend in the macro space. He is the Chairman and the founder of Graham Capital Management (GCM) - $20bn fund. Ken founded GCM in 1994 and has grown the firm into an industry leading alternative investment manager focusing on global macro discretionary and quantitative hedge fund strategies. Prior to founding GCM, Ken had significant experience in the alternative investment industry, including five years (1989 to 1993) as President and Chief Executive Officer of John W. Henry & Company, Inc. and seven years (1982 to 1989) as Senior Vice President and Director of Managed Futures at Dean Witter Reynolds. In this podcast we discuss:  Investment philosophy  Differentiation from multi-strat funds  Talent recruitment strategy; NY office  Fed outlook   Term premium as underpriced   US deficit concerns and duration risk in long-end rates  AI and technology   Global central bank divergence   Inflation pressures  Private credit   Dollar view  Geopolitical risks  Robin Hood Foundation  

Today we sit down with Dmitri Alperovitch — co-founder of CrowdStrike, leading cybersecurity expert, geopolitical strategist, and author of World on the Brink.Dmitri has advised governments, predicted Russia's invasion of Ukraine, and is one of the world's leading thinkers on cyber warfare, China's rise, and the global fight for technological dominance.This conversation breaks down:-How China steals IP and accelerates its rise-The real reason Taiwan is the most important place on earth-How TSMC and semiconductor manufacturing shape global power-The new Cold War unfolding through cyber, AI, and economics-How CrowdStrike was built, scaled, and survived existential threats-The truth about nation-state hacking — China, Russia, Iran, North Korea-What the next decade of global conflict and innovation looks likeIf you care about entrepreneurship, global politics, cybersecurity, or the future of AI, this is a must-watch episode.Follow Jared and stay connected:https://www.instagram.com/jaredgoetzThe Jared Goetz Show is where we go deeper. We don't just talk about achievements—we explore the heart, the mindset, and the sparks that drive extraordinary journeys. If you want the unfiltered truth behind success, you're in the right place.Learn more About Dimitri and 'World on the Brink' https://worldonthebrink.com/00:00 — Introduction00:14 — Introduction: Who is Dmitri Alperovitch?01:21 — China's stolen IP and the greatest transfer of wealth in history02:35 — Dmitri's background & how CrowdStrike was born04:33 — Competing with McAfee and building better cybersecurity06:15 — The power of combining technical + sales skills07:19 — Why every employee should be in “sales mode”08:38 — Messaging: why simplicity wins in tech09:54 — Founding team, early years & surviving startup chaos11:17 — How to prioritize when everything feels urgent12:12 — Habits, routines, and dealing with stress13:25 — Leadership philosophy & hiring A-players14:26 — Building a distributed company (before it was normal)16:49 — Why remote culture helped CrowdStrike scale19:07 — Lessons from being acquired multiple times20:52 — Operational discipline in a distributed team22:38 — Why quarterly in-person offsites matter24:06 — Investors doubted their remote-first model24:30 — When Dmitri knew CrowdStrike was onto something big27:13 — Staying stealth too long & learning the hard messaging lesson28:01 — Nation-state hacking: real threats & real motivations30:34 — How CrowdStrike changed the game in cyber defense35:13 — The competitor that forced their biggest pivot36:10 — Understanding China's cyber units & global espionage39:37 — Why stolen IP does accelerate innovation40:49 — Economic warfare & the new Cold War41:17 — How geopolitics intersected with cyber for Dmitri43:54 — Predicting the Ukraine invasion months before it happened44:04 — Why Dmitri wrote World on the Brink48:28 — Why Taiwan matters: the chip supply chain explained49:07 — How TSMC became the most important company in the world54:02 — The true global risk if Taiwan goes dark59:15 — China's strategic map & the first island chain

www.linktr.ee/truthstreamhttps://rumble.com/user/QNewsPatriotLife Wave link https://liveyounger.com/truthstream

Glen Grant worked as a defence and reform expert in Ukraine working for the Ukrainian Institute for the Future. He is also a Senior Fellow in the UK Institute for Statecraft on Building Integrity Initiative countering Russian influence. Glen graduated from the Royal Military Academy Sandhurst, the Junior Staff Course Warminster and the Joint Staff Defence College at the Royal Naval College Greenwich. ----------LINKS:https://balticsecurity.eu/https://defence-blog.com/ukraines-defense-gaps-threaten-war-effort-says-expert/https://glenhoward.substack.com/p/episode-16-ukraine-at-war-military ----------Silicon Curtain is a part of the Christmas Tree Trucks 2025 campaign - an ambitious fundraiser led by a group of our wonderful team of information warriors raising 110,000 EUR for the Ukrainian army. https://car4ukraine.com/campaigns/christmas-tree-trucks-2025-silicon-curtainThe Goal of the Campaign for the Silicon Curtain community:- 1 armoured battle-ready pickupWe are sourcing all vehicles around 2010-2017 or newer, mainly Toyota Hilux or Mitsubishi L200, with low mileage and fully serviced. These are some of the greatest and the most reliable pickups possible to be on the frontline in Ukraine. Who will receive the vehicles?https://car4ukraine.com/campaigns/christmas-tree-trucks-2025-silicon-curtain- The 38th Marine Brigade, who alone held Krynki for 124 days, receiving the Military Cross of Honour.- The 1027th Anti-aircraft and artillery regiment. Honoured by NATO as Defender of the Year 2024 and recipient of the Military Cross of Honour.- 104th Separate Brigade, Infantry, who alone held Kherson for 100 days, establishing conditions for the liberation of the city.- 93rd Brigade "Kholodnyi Yar", Black Raven Unmanned Systems Battalion ----------DESCRIPTION:Glenn Grant on Ukraine's War: An In-Depth Analysis of Current Geopolitical DynamicsIn this episode, we revisit a conversation with Glen Grant, a defense and reform expert in Ukraine. The discussion highlights the current critical juncture in the Ukraine-Russia conflict, exploring the perceived flip-flopping of U.S. policy favoring Russia under the Trump administration. Glen shares insights on Trump's consistent pro-Russian stance, the potential oligarchic influences guiding global politics, and the effectiveness of Zelensky's leadership. The conversation delves into the operational and strategic challenges facing Ukraine, including issues in human resources, technology adoption, and military procurement. The episode emphasizes the role of civic society in Ukraine's defense efforts and the broader implications for Western defense strategies. Finally, the video includes a segment encouraging donations for purchasing life-saving vehicles for Ukrainian forces.----------CHAPTERS:00:00 Introduction and Guest Background01:12 Current State of the War and US Policy02:16 Trump's Influence and Russian Strategy05:52 Global Oligarchy and Political Manipulation20:19 Ukraine's Internal Challenges25:48 Western Military Preparedness and Drone Warfare37:18 Conclusion and Fundraising Appeal----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtain----------TRUSTED CHARITIES ON THE GROUND:Save Ukrainehttps://www.saveukraineua.org/Superhumans - Hospital for war traumashttps://superhumans.com/en/UNBROKEN - Treatment. Prosthesis. Rehabilitation for Ukrainians in Ukrainehttps://unbroken.org.ua/Come Back Alivehttps://savelife.in.ua/en/Chefs For Ukraine - World Central Kitchenhttps://wck.org/relief/activation-chefs-for-ukraineUNITED24 - An initiative of President Zelenskyyhttps://u24.gov.ua/Serhiy Prytula Charity Foundationhttps://prytulafoundation.orgNGO “Herojam Slava”https://heroiamslava.org/kharpp - Reconstruction project supporting communities in Kharkiv and Przemyślhttps://kharpp.com/NOR DOG Animal Rescuehttps://www.nor-dog.org/home/----------

Grains inch higher on solid export sales and Chinese flash buys. Geopolitical risks linger. Dollar weakness lifts metals. Cattle surge on cash trade; hogs continue recovery.

PREVIEW. The Geopolitical "Trade" in Ukraine — Judy Dempsey — Dempsey describes an emerging diplomatic scenario wherein Ukraine would receive guaranteed, expedited membership into the European Union—effectively "jumping the line" ahead of other candidate nations—in exchange for ceding the Donbas territory in Eastern Ukraine to Russiancontrol, creating a complex geopolitical and ethical dilemma transcending traditional security calculations. Dempseyemphasizes that European Union membership represents a coveted strategic "prize" that Ukraine might otherwise fail to qualify for due to documented institutional corruption, governance deficiencies, and rule-of-law concerns requiring substantial reform. However, Dempsey stresses that officially surrendering sovereign territory violates the foundational principle of territorial integrity, constituting a "bitter pill to swallow" for Ukrainian nationalism and democratic legitimacy. Dempsey acknowledges historical precedent for EU admission of divided nations, specifically citing Cyprus's 2004 admission despite ongoing partition between Greek and Turkish communities. Dempsey documents significant Ukrainian and European concern that the Trump administration cannot be trusted to honor commitments and may unilaterally "sideline Ukraine," negotiating bilateral deals directly with Russia behind President Zelensky's back, thereby undermining Ukrainian negotiating leverage and European institutional voice in the settlement process. 1890 BLACK SEA RUSSIAN FLEET

Dec 9, 2025 – Rising geopolitical tensions are pushing global capital and institutions to seek out safe havens. Enter Singapore—a strategically neutral powerhouse—and gold, the world's ultimate safe-haven asset. The intersection of these two forces...

A geopolitical expert says it's a good thing a New Zealand navy ship was on its own in waters around East Asia - when it was shadowed by seven Chinese warships. The vessel was patrolling last month as part of international efforts to monitor and restrict North Korea's nuclear and missile activity. The Defence Force says the Chinese ships followed at a safe, professional distance. Geoffrey Miller told Ryan Bridge we'll have to wait and see if there are further repercussions. He says China's usually more offended by joint actions with other Five Eyes countries - so it's probably better our Defence Force was alone. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Send Bidemi a Text Message!In this episode, host Bidemi Ologunde unpacks how AI chip diplomacy is reshaping global power, from the UAE's intelligence-tinted partnership with the U.S. to Silicon Valley's high-stakes entanglement with Gulf investors. He explores Saudi Arabia's record-breaking $55 billion leveraged buyout of Electronic Arts, the Kingdom's sweeping mutual defense pact with Pakistan, and its strategic oil lifeline to post-Assad Syria. Along the way, Bidemi connects the dots between technology, finance, and security to show how these moves are rewiring geopolitics across the Middle East, Europe, Asia, and Africa.Support the show

886,024 views Streamed live on Dec 1, 2025 #zaluzhny #zelensky #tcc#arestovych #rustle #war #zelensky #ermak⛑️ Help for children of the Donetsk region. SYNERGY OF LIFE Charitable Foundation

                                     Honduras Election Chaos: Leftist Defeat and Geopolitical Implications — Evan Ellis — Ellis analyzes the chaotic Honduran presidential election wherein the ruling leftist Libre Party experienced electoral defeat after preliminary projections suggested victory. Ellis details the tight electoral race between centrist candidate Nasralla and Trump-endorsed candidate Asfura, warning that the electoral outcome will substantially impact U.S. counter-narcotics cooperation effectiveness and whether Honduras restores diplomatic recognition to Taiwan or maintains China relations. 1866

Caribbean Geopolitical Shifts: Democratic Rightward Movement and Chinese Presence — Evan Ellis — Ellis reports on Caribbean political realignment, including rightward democratic electoral shifts in St. Vincent and expanded Dominican Republic security cooperation with U.S. military operations in regional counternarcotics and maritime enforcement. Ellis documents China's continued institutional presence throughout the Caribbean through hospital ship deployments and medical assistance programs in Jamaica, coupled with Beijing's political rhetoric opposing American hemispheric interventionism and reasserting Chinese claim to regional geopolitical influence. ST. VINCENT

This week on Unsupervised Learning, Jacob Effron is joined by Jordan Schneider, host of China Talk, who challenges widespread assumptions about US-China AI competition. China's AI development is driven by private capital and market competition—not central government planning—with companies like DeepSeek, Alibaba, and ByteDance operating more like Silicon Valley startups than state projects. The critical bottleneck is compute: the West maintains a 10-15x advantage in advanced chips, and US export controls implemented one month before ChatGPT created a structural edge favoring America for years. Chinese companies aggressively open-source models from strategic necessity—they couldn't establish a quality gap justifying paid access like OpenAI. Jordan explains why the "Goldilocks strategy" of controlled chip dependency fails, why expert consensus opposes selling advanced semiconductors to China despite Nvidia's lobbying, and how Taiwan's invasion risk is driven more by domestic politics than AGI scenarios. China's real advantage may emerge in robotics manufacturing at scale, where they're already deploying while the US debates strategy. Inside the Politburo's AI Study Session: https://www.chinatalk.media/p/xi-takes-an-ai-masterclassSubmit your questions to Jacob here: https://docs.google.com/forms/d/1vHBYv0bTT_EgFWTjbKnLr_sn3pZnFmcFGWYVTltKEco/edit (0:00) Intro(1:45) The Chinese AI Ecosystem: Pre and Post ChatGPT(3:45) Government Influence and Private Sector Dynamics(6:40) Venture Funding and Major Players(8:36) Talent and International Collaboration(11:25) Open Source Models and Market Dynamics(15:24) What Role Does The Chinese Government Play?(31:17) US-China AI Policy and Strategic Competition(36:18) The Argument for Selling AI Accelerators(37:02) Risks of Not Selling to China(43:34) Technological Constraints and Huawei's Challenges(51:18) US-China Relations and Taiwan(1:02:46) Quickfire With your co-hosts: @jacobeffron - Partner at Redpoint, Former PM Flatiron Health @patrickachase - Partner at Redpoint, Former ML Engineer LinkedIn @ericabrescia - Former COO Github, Founder Bitnami (acq'd by VMWare) @jordan_segall - Partner at Redpoint

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, the landscape of the pharmaceutical and biotech industries is marked by groundbreaking scientific advancements, regulatory shifts, and strategic collaborations that promise to reshape patient care and drug development significantly.A controversy has emerged in the wake of proposed changes to U.S. vaccine regulations by Dr. Vinay Prasad, a senior FDA official. This proposal has sparked considerable opposition from 12 former FDA commissioners who argue that these regulatory overhauls could potentially undermine public trust in vaccines. Former leaders from both the CDC and FDA have expressed concerns over these proposed vaccine policy changes during an ACIP meeting, discussions that could influence future public health strategies and vaccine trust. At a time when vaccine confidence is crucial, maintaining the integrity of regulatory processes is vital to public health efforts.Leadership changes are also afoot within the FDA, as Dr. Tracy Beth Hoeg steps into the role of acting director for the Center for Drug Evaluation and Research. Her appointment signals a shift towards leaders with direct experience in public health crises. This comes amidst further internal restructuring at the FDA, including the transfer of Theresa Michele, long-standing director of the Office of Nonprescription Drugs, indicating dynamic changes within the agency.In the realm of oncology, Eli Lilly's progress with its Bruton's tyrosine kinase inhibitor, Jaypirca, is noteworthy. The drug's expanded label now includes earlier treatment stages for chronic lymphocytic leukemia and small lymphocytic lymphoma. This expansion underscores the therapeutic potential of non-covalent BTK inhibitors and may significantly improve patient outcomes by offering earlier intervention options.Geopolitical challenges are impacting the industry as WuXi AppTec, a major China-based biopharmaceutical contractor, faces scrutiny from the Pentagon amid concerns about its potential ties with the Chinese military. This development highlights the complex interplay between global security concerns and international biotech collaborations. The intersection of global security concerns continues to impact biopharmaceutical supply chains as WuXi AppTec faces increased scrutiny from U.S. authorities.On the manufacturing front, Quvara Medical's emergence as a new contract development and manufacturing organization following Buckland Group's acquisition of a Becton Dickinson facility in the UK reflects industry trends toward consolidating manufacturing capabilities to meet growing biopharmaceutical demand efficiently.AstraZeneca is enhancing its pipeline through a renewed partnership with Neurimmune for an amyloidosis asset. This collaboration, potentially worth up to $780 million, highlights AstraZeneca's strategic focus on rare diseases and underscores their commitment to expanding their therapeutic portfolio through successful alliances.Regulatory updates from the FDA propose reductions in user fees for early-stage clinical trials conducted domestically while considering additional fees for overseas developments. This initiative aims to incentivize research activities within the U.S., potentially accelerating drug discovery timelines and fostering domestic innovation.In surgical technology advancements, Medtronic's Hugo surgical robot has secured FDA clearance for procedures involving prostate, kidney, and bladder removal. This marks a significant advancement in robotic-assisted surgeries and could enhance patient outcomes across approximately 230,000 surgeries annually in the U.S.As we explore more about financial maneuvers within this sector, Royalty Pharma's $275 million financing deal for Denali Therapeutics' Hunter syndrome drug reflects confidence in Denali's pipeline pendinSupport the show

James Grant, legendary founder of Grant's Interest Rate Observer, joins us for a wide-ranging conversation on cycles, interest rates, inflation, credit, the Federal Reserve, private markets, gold, and the future of investing. Grant brings five decades of historical perspective to today's market extremes, explaining why this era of ultra-low interest rates created distortions that will shape returns for years to come — and where patient investors may ultimately find opportunity.Topics Covered• The historical patterns that define major market cycles• Why interest rate cycles unfold over generations• What the 2021 bond market top tells us about the next decade• How inflation behaves like an underground coal fire• The shift from “capitalism without capital” to the “tangible twenties”• Geopolitical tension, military spending, and inflation risk• The Fed's role in shaping today's market distortions• The long-term consequences of QE and financial repression• Private credit, opaque marks, and the fragility beneath the surface• Rising risks inside life insurance balance sheets• Why credit cycles always go further than anyone expects• The challenge of finding long opportunities in today's market• Why liquidity and patience may be the biggest opportunities• Whether the classic 60/40 portfolio still works• Gold as money and why confidence in paper currencies is eroding• Jim Grant's one lesson for the average investorTimestamps00:00 Cycle extremes and market absurdities01:00 Interest rates over generations07:00 Defining major tops and bottoms12:30 Where we are in the current rate cycle14:00 Inflation, armed conflict, and tangible investment18:00 The “tangible twenties” and data center boom19:00 Coal fire inflation analogy20:00 Fed independence, politics, and monetary power25:00 The long shadow of the 2008 crisis30:00 QE, zero rates, and long-term consequences33:00 Housing affordability and locked-in rates34:00 Risks in private credit and opaque marks36:00 How far the credit cycle has progressed38:00 Japan, value investing, and long cycles43:00 Where opportunities exist today47:00 The future of the 60/40 portfolio49:00 Structural risks from low-rate distortions51:00 Freedom, politics, and economic consequences56:00 Gold as money58:00 What Jim Grant believes most investors disagree with59:30 The one lesson Jim Grant would teach the average investor

Former CEA Chair Jason Furman argues why the Fed should not cut rates at next week's meeting, despite his expectation they will do so. Then, Google announcing a new deal in the AI coding space. CNBC breaks the news. Plus, are Geopolitical risks a buying opportunity? Goldman Sachs argues just that as tensions between the U.S. and China further escalates. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Olivia interviews David Murrin, a geopolitical and financial forecaster. Murrin discusses the cyclical nature of empires, asserting that the western world, particularly the United States, is in decline while China rises in power—leading towards inevitable conflict. He emphasizes the importance of recognizing these cycles, addressing political and economic dissonance, and urgently waking up to imminent threats. In the Matters/Not Matters speed round, they discuss topics like military strategy, cryptocurrency, artificial intelligence, and the role of social media. Murrin concludes by urging listeners to educate themselves and actively engage in discussions that shape the future of democracy and freedom.00:21 The Cycles of Empires and Current Geopolitical Climate03:08 America's Decline and Global Implications06:13 Call to Action: Awakening the West09:21 Historical Context and Lessons from Empires12:51 Speed Round: Matters/Not MattersLearn more about David:https://www.davidmurrin.co.uk/This podcast is brought to you by Matters.com. (Formerly Solvecast.)A new social media and collaboration platform - launching soon. Join thousands getting the Matters.com newsletter — world news, fresh perspectives, and early beta access.

CannCon and Ghost break down Trump's surging tariff revenue and what it means for taxes, trade, and the global balance of power. They dig into explosive SNAP fraud data showing thousands of liquor and smoke shops approved for EBT under Biden, exposing how the system has been weaponized and why accountability is nonexistent. The hosts torch the media meltdown over Trump's new “media bias monitor,” react to DOJ overreach and lawmakers' seized phone records, and call out the “seditious six” pushing dangerous messaging to the military. The episode wraps with fast-moving geopolitics, from Venezuela and cartel corruption to Ukraine's reckless drone strikes near Turkey, showing how global narratives are shifting in real time.

863,405 views Streamed live on Nov 24, 2025 #inukraine #russiaukraine #tcc#arestovych #rustle #zelensky #umerov #war⛑️ Help for children of the Donetsk region. SYNERGY OF LIFE Charitable Foundation

Join us in this episode of Securing Our Future, a podcast by New North Ventures, as we welcome Joseph Schneider, a seasoned expert in both the commercial and national security sectors. Joe shares his journey from growing up under communism in Romania, to becoming a West Point graduate and a Special Forces paratrooper. He reflects on his experiences as a successful consultant, political candidate, and strategic thinker. Joe discusses the importance of grand strategy, the role of American leadership, and the need for a win-win approach in international relations. He also touches on the concept of individual freedom and its role in unifying and advancing civilization. Don't forget to subscribe to our newsletter for more insights on dual-use innovation and national security.00:00 Introduction to Securing Our Future Podcast00:41 Guest Introduction: Joe's Background and Career05:12 Strategic Insights: US Geopolitical Landscape08:14 Challenges and Strategies for US Leadership16:46 The Role of Alliances and Regional Partners21:01 Promoting Freedom and Individual Rights32:19 Conclusion and Final Thoughts

Today's Post - https://bahnsen.co/3Xtosgp Market Updates, Bitcoin Correlations, and Policy Discussions: Post-Thanksgiving Report In this edition of Dividend Cafe, we recap the recent market activity and its fluctuations following Thanksgiving. Key points include the Dow's drop of 427 points, mixed performance across major indices, and a significant contrast between top-performing and worst-performing sectors. We also highlight Bitcoin's recent correlation breakdown with the Nasdaq, the potential economic impact of Japanese bond yields on cryptocurrencies, and the ongoing foreign appetite for U.S. financial markets. Additionally, the episode covers updates on the Russia-Ukraine war, Affordable Care Act subsidies, significant upcoming Supreme Court hearings, and notable figures in the Federal Reserve's future. For detailed charts and more information, visit DividendCafe.com. 00:00 Welcome and Market Recap 01:05 Market Indices Performance 02:41 Foreign Appetite for US Securities 03:51 Bitcoin and Cryptocurrency Insights 05:51 Geopolitical and Policy Updates 07:40 Economic Indicators and Housing Market 08:38 Federal Reserve and Interest Rates 09:46 Energy Sector and Predictions 10:12 Conclusion and Upcoming Topics Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

This hour dives into the post-Thanksgiving business and consumer scene, covering record-breaking Black Friday and Cyber Monday sales, future job growth, and evolving retail strategies at Target and Walmart. The conversation shifts to national security and immigration, analyzing the DC shooting, refugee vetting challenges, and potential government responses. Geopolitical tensions in Venezuela are also explored. Lighter stories include McDonald's chicken nugget debates, the Supreme Court music piracy case against Cox Communications, and a Canadian family expecting six boys. The hour balances economic insight, policy discussions, and quirky human-interest moments for a full-spectrum look at current events.

Ukraine has its own tradition of geopolitical thinking — a tradition that reaches deep into the past and continues to shape the country's strategic imagination today. What are its key traits? Why was it developed more by writers than by statesmen? And how does it relate to Ukraine's current reflection on its identity? *** Explaining Ukraine is a podcast by UkraineWorld, an English-language media platform about Ukraine, run by Internews Ukraine. Listen on various platforms: https://li.sten.to/explaining-ukraine UkraineWorld: https://ukraineworld.org/en *** Host: Volodymyr Yermolenko, a Ukrainian philosopher, editor-in-chief of UkraineWorld, and president of PEN Ukraine. Guest: Danylo Lubkivsky, a Ukrainian diplomat and thinker, deputy foreign minister in 2014, and currently director of the Kyiv Security Forum. *** SUPPORT: You can support our work on https://www.patreon.com/c/ukraineworld Your help is crucial, as we rely heavily on crowdfunding. You can also contribute to our volunteer missions to frontline areas in Ukraine, where we deliver aid to both soldiers and civilians. Donations are welcome via PayPal at: ukraine.resisting@gmail.com.

Brent crude has firmed this morning, approaching $64/b as a series of geopolitical risks, from rising U.S.–Venezuela tensions to attacks on Russian oil infrastructure, push a risk premium back into the market and reverse last week's optimism around Ukraine peace talks. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

924,990 views Streamed live on Nov 17, 2025 #energoatom #inukraine #mindich#arestovich #rustle #zelensky #died #putin #war #nabu⛑️ Help for children of the Donetsk region. Benevolent fund SYNERGY OF LIFE.

Geopolitical Realignment: Venezuelan Cartel and Latin America's Rightward Shift — Ernesto Araujo, Alejandro Peña Esclusa — Alejandro Peña Esclusa discusses the U.S. designating Venezuela's Cartel of the Suns as a Foreign Terrorist Organization, noting they weaponize drug trafficking and maintain alliances with groups including Hezbollah. Ernesto Araujo addresses former Brazilian President Bolsonaro's recent detention and notes that indigenous protests undermined the Lula administration's narrative at COP 30. The upcoming Honduras election reflects a continental trend away from the corrupt "pink tide" regimes.

  CONTINUED Geopolitical Realignment: Venezuelan Cartel and Latin America's Rightward Shift — Ernesto Araujo, Alejandro Peña Esclusa — Alejandro Peña Esclusa discusses the U.S. designating Venezuela's Cartel of the Suns as a Foreign Terrorist Organization, 

Iran's Strategic Gains from the War in Ukraine — Jonathan Sayeh — Jonathan Sayeh states that Iran is celebrating Russia's advantageous position in Ukraine as a geopolitical win because it enabled Iran to export military weaponry and demonstrate combat capabilities internationally. Iran expects Russia to reciprocate this military assistance, potentially through air defense system modernization or advancement of Iran's nuclear program, despite profound mutual mistrust between the strategic partners. Iran benefits globally by selling weapons and leveraging instability to argue the U.S. has become an unreliable superpower. 1832 PERSIAN GIRL

CONTINUED Iran's Strategic Gains from the War in Ukraine — Jonathan Sayeh — Jonathan Sayeh states that Iran is celebrating Russia's advantageous position in Ukraine as a geopolitical win ...

Unorthodox Ukraine Diplomacy and Geopolitical Realism — Mary Kissel — Kissel analyzes the "exceedingly odd" U.S. approach to Ukraine peace negotiations, wherein businesspeople framed initial proposals while bypassing traditional State Department channels. This transactional negotiating style concerns European allies because it appears to reward Russia and establishes an unfavorable initial bargaining position. Kissel suggests the conflict will likely persist while diplomatic discussions protract. She commends Marco Rubio for prioritizing economic growth and countering Chineseand Iranian influence throughout the Western Hemisphere. 1856 BLACK SEA

CONTINUED Unorthodox Ukraine Diplomacy and Geopolitical Realism — Mary Kissel 1900 ODESSA

US Military Deployment near Venezuela and Geopolitical Conflicts Guest: Colonel Jeff McCausland Colonel Jeff McCausland discussed the large U.S. naval force, including the USS Gerald R. Ford carrier, deployed near Venezuela, suggesting this force, the largest in the Caribbean since the Cuban Missile Crisis, appears designed for regime change rather than just narcotics interdiction, with a resulting occupation requiring 60,000 to 100,000 troops and risks turning the U.S. into an occupying force dealing with narco-terrorism and sanctuary issues in countries like Colombia, while also noting Moscow's lack of genuine interest in negotiating an end to the conflict in Ukraine. 1857

SHOW 11-19-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1937 THE SHOW BEGINS IN THE DOUBTS ABOUT JAPAN... FIRST HOUR 9-915 US Military Deployment near Venezuela and Geopolitical Conflicts Guest: Colonel Jeff McCausland Colonel Jeff McCausland discussed the large U.S. naval force, including the USS Gerald R. Ford carrier, deployed near Venezuela, suggesting this force, the largest in the Caribbean since the Cuban Missile Crisis, appears designed for regime change rather than just narcotics interdiction, with a resulting occupation requiring 60,000 to 100,000 troops and risks turning the U.S. into an occupying force dealing with narco-terrorism and sanctuary issues in countries like Colombia, while also noting Moscow's lack of genuine interest in negotiating an end to the conflict in Ukraine. 915-930 930-945 China's AI Strategy and Chip Self-Sufficiency Guest: Jack Burnham Jack Burnham discussed China's AI development, which prioritizes political control and self-sufficiency over immediate excellence, evidenced by the Chinese Cyberspace Administration banning large internet companies from purchasing high-end Nvidia processors, with the CCP aiming to build out its own domestic systems to insulate itself from potential U.S. leverage, while the Chinese DeepSeek AI model is considered a "good enough" open-source competitor due to its low cost, accessibility, and high quality in certain computations, despite some identified security issues. 945-1000 US Productivity vs. Chinese Manufacturing Dominance Guest: Dave Hebert Dave Hebert analyzed China's manufacturing dominance, which is fundamentally based on massive state subsidies (over $1 trillion annually) and a huge workforce of up to 212 million people, despite this scale, the U.S. workforce is vastly more productive per capita, supported by foreign investment, skilled immigration, and innovation, while China suffers from factory overcapacity due to subsidized production regardless of market demand, and he argued that U.S. tariffs harm domestic productivity by increasing the cost of raw materials and components for American manufacturers. SECOND HOUR 10-1015 Japan's New PM and Existential Threat of Taiwan Conflict Guest: Lance Gatling Lance Gatling discussed Japan's new Prime Minister, Sanae Takaichi, who has adopted a notably hawkish position towards China, stating that a blockade or threat against Taiwan could be interpreted as an existential threat to Japan, allowing the possibility of engaging in collective defense with allies like the U.S. or Philippines, and amid rising tensions and China's attempts to inflict economic damage, Takaichi is moving to accelerate the doubling of Japan's defense procurement budget, while the U.S. withdrawal of the mobile Typhoon missile system was criticized as strategically counterproductive during this critical moment. 1015-1030 The USS Gerald R. Ford and Gunboat Diplomacy in the Caribbean Guest: Rebecca Grant Rebecca Grant affirmed that the arrival of the USS Gerald R. Ford supercarrier in the Caribbean is the "top symbol of American power," providing significant strike and surveillance options, with the rapid deployment being unusual and signaling a large strategic shift to reassert U.S. interests in the Western Hemisphere, pressure Maduro, and push back against Chinese and Russian influence, and Grant agreed with China's label of the action as "gunboat diplomacy," noting that it is strategically effective in signaling America's seriousness about the region. 1030-1045 Canada-China Relations and Chinese Deception Guest: Charles Burton Charles Burton, author of The Beaver and the Dragon, discussed Canada's troubled relationship with China, criticizing the new Canadian Prime Minister Mark Carney for adopting rhetoric favoring "pragmatic and constructive relations," suggesting Canada might ally with China's geostrategic goal of undermining U.S.-backed liberal democracies, with Carney's accelerated meetings with Xi Jinping possibly being attempts to secure market access or apply pressure on the U.S., while Burton noted concerns over the non-implementation of Canada's foreign agent registry despite issues like Chinese espionage and election interference. 1045-1100 THIRD HOUR 1100-1115 Chinese Hybrid Warfare and Lawfare in the Solomon Islands Guest: Cleo Paskal Cleo Paskal detailed China's hybrid warfare in the Solomon Islands, focusing on Daniel Suidani, a former premier of Malaita who resisted Chinese influence by instituting a moratorium on CCP-linked businesses due to concerns over environmental and social harm, but after being politically ousted, he and his colleague were targeted with spurious "lawfare" charges (unlawful assembly) designed to demoralize and bankrupt them, with Suidani tragically dying of kidney failure after being denied use of a China-donated dialysis machine, while India-donated machines sat unused due to government stonewalling on training. 1115-1130 1130-1145 Space Exploration Updates (Blue Origin, SpaceX, China's space station, FAA regulations) Guest: Bob Zimmerman Bob Zimmerman provided several space updates, noting Blue Origin successfully launched and landed the New Glenn first stage, demonstrating sophisticated sideways landing software technology comparable to SpaceX, while SpaceX achieved its 150th launch this year, dominating the industry and surpassing the combined total of all other entities, with the FAA ending the daytime launch curfew that was previously implemented due to air traffic controller limitations, and furthermore, three Chinese taikonauts aboard Tiangong 3 are in an emergency, currently lacking a functional lifeboat capsule. 1145-1200 FOURTH HOUR 12-1215 Commodities, AI Demand, and UK Political Turmoil Guest: Simon Constable Simon Constable reported on market trends with energy prices significantly down but metals like copper and steel consistently higher, reflecting strong demand particularly for AI data center construction, while future chocolate prices are projected to rise due to "transcontinental climate change" linking Amazon deforestation to political instability in major cocoa regions like the DRC, and in UK politics, Prime Minister Sir Keir Starmer faces constant internal revolts and distrust due to policy flip-flops, tax increases, and failure to solve the immigration problem. 1215-1230 1230-1245 1245-100 AM Comparing Chinese Engineers (Technocracy) and American Lawyers (Process) Guest: John Kitch John Kitch reviewed Dan Wang's book Breakneck, which contrasts China's engineer-dominated political leadership with America's lawyer-dominated system, noting China's engineers excel at executing large-scale plans and directing resources, fostering output, but their technocratic mindset struggles with complex human problems and leads to unintended consequences, while American lawyers establish effective regulations and protect civil liberties but often result in excessive process, compliance focus, and reduced economic dynamism, with Wang advocating for greater economic dynamism in the United States.

CONTINUED US Military Deployment near Venezuela and Geopolitical Conflicts Guest: Colonel Jeff McCausland 1867