Podcasts about geopolitical

Thematic investing is increasingly shaping how investors interpret markets heading into 2026, as artificial intelligence, geopolitical fragmentation, and infrastructure constraints intersect across the global economy.Jay Jacobs, Head of U.S. Equity ETFs at BlackRock, joins Oscar to discuss why mega forces are becoming harder to ignore—and harder to diversify away from—than in past market cycles. Their conversation explores how AI investing is evolving from a growth narrative into one focused on usage intensity, how national security considerations are reshaping the definition of defense, and why physical infrastructure is emerging as a critical market constraint.Key insights include:· Why thematic investing is gaining relevance alongside sector and style frameworks· How AI usage intensity reframes the AI investment conversation· Where infrastructure and energy constraints may influence adoption timelines· How geopolitical fragmentation is expanding the definition of defense· Why overlapping mega forces may shape market outcomes into 2026Key moments in this episode:00:00 Introduction to Thematic Investing in 2026: AI and Market Forces00:40 The Rise of Thematic Investing01:43 Deep Dive into AI's Market Impact05:22 Understanding Token Consumption07:55 Evaluating AI Investments11:12 Geopolitical Fragmentation and Defense13:51 Infrastructure's Evolving Role16:42 Future of AI and Broader Implications18:38 Conclusion and Final Thoughts Thematic investing, AI investing, Capital markets, Infrastructure, Megaforces, Stock market trends, Geopolitical fragmentation, Defense spendingSources: iShares Thematic Outlook, 2026This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Only one tournament can successfully blend great food, psychological torture, and high-level extemp--no, it's not your local invitational--it's the MBA Extemp Round Robin!The MBA tournament brings together 16 of the nation's best extempers at the Montgomery Bell Academy in Nashville, Tennessee. Listen in as guests Aparna Iyer, Daphne Kalir-Starr, Rehan Buvvaji, Zoe Becker, and Rowan Seipp discuss the tournament experience and their extemp style with co-hosts Noori and Marcel. We hope you enjoy the February episode of the Extemper's Bible Podcast! Be on the look out for our March episode!

US equity futures are pointing modestly higher, with Asian markets mostly firmer and European equities trading broadly higher. A stronger-than-expected payrolls report was the central driver, reinforcing resilience in the labor market and prompting a backup in yields while tempering expectations for near-term rate cuts. Market leadership remained highly dispersed, with semiconductors and memory stocks outperforming even as broader software renewed its weakness amid ongoing AI-related scrutiny and hyperscaler capex concerns. Big tech lagged overall, and the rotation into cyclicals appeared more selective rather than broad-based. Geopolitical tensions, including heightened focus on Iran, supported crude prices, while trade uncertainty and deficit dynamics also remained in the backdrop ahead of upcoming inflation data.Companies Mentioned: Microsoft, Strategy, Baidu, Knowledge Atlas Technology

PREVIEW FOR LATER TODAY Guest: Judy Dempsey. Dempsey highlights Europe's helplessness regarding U.S.political shifts, noting a lack of strategic leadership to navigate the changing geopolitical landscape driven by the U.S.1890 BRUSSELS

Michael Vlahos as Germanicus analyzes Polish Premier Donald Tusk's invocation of Jeffrey Epstein as a Russianintelligence asset, interpreting this as geopolitical warfare positioning Poland as Europe's bastion against Russia, potentially forming a central European bloc while ironically creating a symbiotic arrangement dividing Ukraine between Polish and Russian spheres. 1918 UKRAINE

A close look at changes taking place in US foreign policy can be revealing from an investment standpoint. Recent changes have been sharp, but it's natural to question their staying power. Confluence Chief Market Strategist Patrick Fearon-Hernandez addresses this and related issues in his latest report today comparing the new US foreign policy versus the old.

592,356 views Streamed live on Feb 2, 2026 #Arestovich #Shelest #war

In this thought‑provoking episode, Dr. Dipak Gyawali, Geopolitical expert, Political Economist, joins us to unpack some of the most pressing issues shaping today's world. From the controversial Epstein files explained to the complex dynamics of Nepal elections 2026, this podcast dives deep into the realities of South Asia geopolitics and beyond. We explore how China's media in Nepal, including Dragon Media, reflects shifting power balances, while India‑Nepal relations** remain tense. Dr. Gyawali also provides insights into Iran as a country, the Iran nuclear program, and the growing possibility of Iran vs Israel conflict. His analysis of Shia vs Sunni explained offers clarity on religious divides that continue to influence Middle East tensions. The conversation highlights the turbulence of global conflicts 2026, the risk of election postponement in Nepal, and the broader implications of international relations podcast discussions. Whether you're interested in geopolitical turbulence, future of global power shifts, or the role of Nepal politics podcast in shaping narratives, this episode delivers sharp insights. Tune in for a comprehensive look at **business, politics, and geopolitics, as Dr. Gyawali connects the dots between local elections, regional conflicts, and global power struggles. GET CONNECTED WITH Dipak Gyawal: Twitter - https://x.com/dipak_gyawali?lang=en  

Wolfgang and Jack are joined by: Rob Young, MBA - Managing Director, Head of Canadian Research at Canaccord Genuity

Rising global tensions and the expiry of the START treaty have revived Cold-War-level fears of nuclear conflict, reflected in the Doomsday Clock moving closer to “midnight.” Geopolitical rivalry, especially over Greenland, is shifting global power dynamics, weakening alliances like NATO, and eroding the post-WWII “rules-based order.” Biblical prophecy assures us the world will not be destroyed by nuclear war, but Europe must be divorced from America and placed under Russian control.

Anatol Lieven critiques US hypocrisy regarding spheres of influence, comparing the Monroe Doctrine in Latin America to Russia's geopolitical stance toward Ukraine and its near abroad.1920 Trotsky

On The Power Vertical Podcast this week, host Brian Whitmore speaks with Craig Kennedy, an associate at Harvard University's Davis Center for Russian and Eurasian Studies, author of the must-read Substack newsletter Navigating Russia, where he published the recent reports "The Mystery of the Bella 1: Why Did Moscow Mount a ‘Spetsoperatsiia' to Save a Stateless Shadow Tanker?" and "Restraining Russian Oil."

US equity futures are pointing modestly higher after a mixed Wednesday close, with Asian markets broadly lower and European equities trading mostly weaker. Technology and AI concentration risk remained the dominant theme. Investors continued rotating toward cyclical sectors. More volatility seen in precious metal prices overnight. Geopolitical risk stayed elevated as headlines around renewed US-Iran nuclear talks drove sharp volatility in energy and precious metals markets, while attention also turned to upcoming large-cap technology earnings later in the week.Companies Mentioned: SpaceX, Nvidia, Bytedance, KKR

Canada plans to be at the Geopolitical table, not on it. Listen for more info on Two Minutes in Trade. 

Due to popular requests, we are re-releasing this episode, where Dominic Bowen and Dr. Moshe Lander discuss the recent spike in gold prices, the opportunities, and international risks. Find out more about what pushes gold trends, from uncertain geopolitical trends to Trump's threats on tariffs, and an overall mistrust in governments and institutions worldwide. The conversation also addresses the psychological aspect of the trust in gold as a secure investment coming from humanity's social and economic history, and central banks' reserves, although Dominic and Moshe examine the risks of such high trust in limited goods whose value depends on demand and decision-makers. Dr. Moshe Lander is a Canadian economist and Senior Lecturer in the Department of Economics at Concordia University, where he has taught since 2013, and a sessional instructor at Dalhousie University. Before joining academia full-time, he served as Senior Economist with the Government of Alberta from 2003 to 2007. His fields of expertise include public economics, international trade and finance, economic policy, and the economics of sports, gaming, and gambling. Beyond academia, Dr. Lander is a well-known media commentator who frequently appears across Canadian television, radio, print, and online platforms to discuss economic, business, and policy developments. Renowned for his engaging and accessible style, he has been recognized multiple times as Concordia's Newsmaker of the Month, most recently in March 2025, for his sharp analysis of issues such as anti-tariff campaigns and the fiscal impact of carbon tax reforms.The International Risk Podcast brings you conversations with global experts, frontline practitioners, and senior decision-makers who are shaping how we understand and respond to international risk. From geopolitical volatility and organised crime, to cybersecurity threats and hybrid warfare, each episode explores the forces transforming our world and what smart leaders must do to navigate them. Whether you're a board member, policymaker, or risk professional, The International Risk Podcast delivers actionable insights, sharp analysis, and real-world stories that matter.The International Risk Podcast is sponsored by Conducttr, a realistic crisis exercise platform. Conducttr offers crisis exercising software for corporates, consultants, humanitarian, and defence & security clients. Visit Conducttr to learn more.Dominic Bowen is the host of The International Risk Podcast and Europe's leading expert on international risk and crisis management. As Head of Strategic Advisory and Partner at one of Europe's leading risk management consulting firms, Dominic advises CEOs, boards, and senior executives across the continent on how to prepare for uncertainty and act with intent. He has spent decades working in war zones, advising multinational companies, and supporting Europe's business leaders. Dominic is the go-to business advisor for leaders navigating risk, crisis, and strategy; trusted for his clarity, calmness under pressure, and ability to turn volatility into competitive advantage. Dominic equips today's business leaders with the insight and confidence to lead through disruption and deliver sustained strategic advantage.The International Risk Podcast – Reducing risk by increasing knowledge.Follow us on LinkedIn and Subscribe for all our updates!Tell us what you liked!

Markets absorb an AI-driven selloff in software as Steve Pagliuca of Bain Capital argues the disruption will ultimately retool the global economy. Plus, panel insights on AI productivity, market rotation, gold's surge amid geopolitical tensions, industrial policy, Fed leadership, crypto volatility, and where investors see opportunity next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bongani Bingwa speaks with Koffi Kouakou, member of the OECD Foresight Expert Group, strategic foresight practitioner, and analyst of African and Global South affairs, to unpack what it truly means for South Africa to navigate the pressures from the United States, China, and Russia. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc 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/@radio702See omnystudio.com/listener for privacy information.

Ryan's site: RyanVeli.comShort guest bioRyan Veli is a returning researcher and deep-dive analyst known for connecting dots across AI, surveillance systems, and the bigger geopolitical chessboard. He's often described as a highly intuitive teacher with experience in analysis, risk assessment, and systems thinking—focused on practical strategy, sovereignty, and how communities can adapt in a rapidly shifting world.Episode description (YouTube / Rumble / Spreaker-ready)Today at 11:15 AM Eastern I'm joined by returning guest Ryan Veli for a deep dive into the AI threat, the economist/technocrat takeover, and the way geopolitics + “managed” current events may be steering the public into a new control architecture.We're getting into:What “AI governance” really means (and who benefits)Economics as a control system: incentives, scarcity narratives, and engineered dependencyGeopolitics as theater vs. geopolitics as strategySurveillance, censorship, and the normalization of complianceWhat people can do right now to stay grounded, sovereign, and informedGuest links:Ryan: RyanVeli.comHashtags (copy/paste)#TypicalSkepticPodcast #RyanVeli #AI #ArtificialIntelligence #Technocracy #Geopolitics #CurrentEvents #ConspiracyResearch #DeepState #Surveillance #Censorship #DigitalID #SocialCredit #EconomicReset #CentralBanking #CBDC #InformationWar #PsychologicalWarfare #Propaganda #Sovereignty #SystemsThinking #RiskAssessment #FutureOfHumanity #TruthSeeker5197Tags (YouTube tags field)Ryan Veli, Typical Skeptic Podcast, AI threat, technocracy, geopolitics, economist takeover, current events analysis, deep state, surveillance state, censorship, digital ID, social credit system, CBDC, central banking, fourth industrial revolution, information war, psyop, propaganda, sovereignty, alternative mediaTypical Skeptic Podcast Links and Affiliates:Support the Mission:

Interview recorded - 2nd of February, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Simon Hunt. During the conversation we spoke about his thoughts on the markets and geopolitics, gold and silver crash, geopolitical situation, the potential new reserve currency and more. I hope you enjoy!0:00 - Introduction1:08 - Overview14:52 - Gold and silver crash17:32 - Whole market issues?20:44 - Geopolitical situation27:36 - Yuan new reserve currency?32:48 - One message to takeawaySimon Hunt began his career in 1956 in Central Africa as a PA to the Chairman of Rhodesian Selection Trust, one of the two large copper companies in what was then Northern Rhodesia, now Zambia.In 1961 he came back to London and joined Anglo American Corporation of South Africa as a PA to one of the Board Directors, followed by being part of a small sales and marketing team for copper. From there, he helped start up a new copper development organisation, CIDEC, financed by copper producers, which he then joined, focusing on conducting end-use studies of copper in Europe.He then went into the City to gain financial experience and founded Brook Hunt in 1975. He was instrumental in setting up the company's cost studies and end-use analyses. He appeared as material witness and consultant in two ITC anti-dumping cases in 1978 and 1984, winning both at the commission level.He has spent 2-4 months every year in China since 1993 and until a few years ago would be visiting some 80 wire and cable and brass mill factories across the country every year. He now restricts these factory visits to a smaller number, all of which he has known for many years. He also spends many weeks each year traveling around Asia.The focus of the company's services is on the global economy, including the changing geopolitical and financial structures, China's economy and its copper sector, and then the global copper industry as each part is interconnected.Simon is the author of the “Frontline China Report Service,” which is marketed by the TIS Group. The Service provides regular reports on China's economy, politics, and financial outlook.Simon established this company in January 1996.Simon Hunt -Website - https://www.simon-hunt.com/Email - simon@shss.comWTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Host Thomas Mucha and Global Industry Analyst Saul Rubin unpack the relationship between geopolitics and energy and industrial infrastructure investment.3:05 – Adopting a geopolitical perspective5:50 – China, the “greatest disrupter to the legacy world order”11:15 – Strategic sectors and industries15:25 – Investing in the energy transition20:10 – Electrification of transportation Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

John Hardie and Bill Roggio state negotiations are deadlocked as Russia demands territory and a veto on security guarantees, while Putin ultimately seeks domination over Ukraine's geopolitical orientation and sovereignty.1916 ODESSA

Andreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain weaponization. They cover the biggest forces reshaping global markets – including today's surprising ISM print.

Send us a textThe top retail digital transformation trends for 2026 capture a fundamental shift from incremental modernization to structural re-architecture, driven by the collision of macroeconomic headwinds and on-the-ground operational strain. Geopolitical volatility, persistent inflation, and a cooling global economy are tightening capital discipline and reshaping risk tolerance, while margin compression, rising fulfillment complexity, and escalating customer expectations are forcing retailers to reengineer how work actually gets executed across merchandising, supply chain, and customer operations. This framework is intentionally practical, not theoretical: it helps retail buyers diagnose architectural fragility and sequence modernization investments with economic reality in mind; it signals to software vendors where R&D will generate durable market pull rather than novelty-driven noise; and it gives executives a forward-looking map of which platforms, data strategies, and functional ecosystems are accumulating strategic gravity as the industry resets.In this episode, our host Sam Gupta discusses the top 10 retail digital transformation trends in 2026. He also discusses how these trends would impact business models and the specific steps executives need to take as they plan their retail transformation initiatives. Finally, he shares the advantages for these strategies and how they would help navigate current macroeconomic headwinds.Video: https://www.youtube.com/watch?v=aN8BupegUZ4Read: https://www.elevatiq.com/post/top-retail-digital-transformation-trends/Questions for Panelists?

020226 Scott Adams Show, Iran in the Crosshairs, Democrat Domestic Terror, Geopolitical Mastery of Trump

Andreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain weaponization. They cover the biggest forces reshaping global markets – including today's surprising ISM print.Binance is the world's leading blockchain ecosystem, trusted by over 300M users in 100+ countries. It offers an unmatched portfolio of digital asset products such as trading, finance, Web3, payments, and more. 

638,598 views Streamed live on Jan 26, 2026 #arestovych #shelest #war➤ #arestovych #shelest #war #zelensky #trump Fundraising for the 9th Separate Special Forces Battalion for ground robotic systems 

The Lord has chosen Zion—Jerusalem— in Israel— for His dwelling place forever. However, there's a Gentile nation —ancient Elam — modern-day Iran—where God has also promised to set his throne! This is biblical good news for the beleaguered nation of Iran!

Srividya Jandhyala is a professor of Management at ESSEC Business School in Singapore. Her research focuses on global strategy, geopolitics, and international business. She is the author of the best-selling book 'The Great Disruption: How Geopolitics is Changing Companies, Managers, and Work'. Before ESSEC, she was a Fung Global Fellow at Princeton University. She also served on the faculty of George Washington University in Washington, D.C., and she received her PhD in Management from the Wharton School at the University of Pennsylvania. In this podcast, we discuss: Geopolitics as a Structural Headwind  The End of the "Flat World"  Why Corporate Nationality Trumps Product  Lessons from Mining and Energy Sectors The Jenga Tower of Global Friction Sovereign AI and Geopolitical Tech China's "Singapore" Playbook The Erosion of the Rules-Based Order Localization and the "Societal License" to Operate The Shift from "Event-Based" Thinking 

The price of gold has gone up for months. Geopolitical risks have caused the yellow precious metal to rise ever faster and higher. Does this surprise our financial expert Dr. Klaus Wiegel from Melbourne? - Der Goldpreis kennt seit Monaten kein Halten mehr. Geopolitische Risiken haben das gelbe Edelmetall immer schneller und höher steigen lassen. Überrascht das unseren Finanzexperten Dr. Klaus Wiegel aus Melbourne?

Greece is navigating one of its most complex geopolitical moments in years — from tensions stretching across Venezuela, Greenland, Iran, and Ukraine to the high‑stakes energy diplomacy of the Vertical Corridor.With pressure mounting on Prime Minister Kyriakos Mitsotakis, Athens is working to balance alliances, protect its credibility, and seize new economic openings.In this episode, host Nick Malkoutzis is joined by George Tzogopoulos, Senior Fellow at ELIAMEP and Director of EU–China Programs at the European Institute of Nice. George breaks down the strategic dilemmas shaping Greece's foreign policy amid the uncertainty created by US President Donald Trump's global designs.Useful readingAthens navigates geopolitical whirlwind - KathimeriniGreece's Vertical Corridor Heads to Washington After Athens Energy Summit - OTTrump's erratic trade policy blamed for US gas auction flop in Eastern Europe - PoliticoAthens fears Turkish trap on Trump's peace board - Euractiv Hosted on Acast. See acast.com/privacy for more information.

Stay informed on current events, visit www.NaturalNews.com - Special Report on Military Minerals Supply Chain (0:10) - Gold and Silver Market Analysis (0:47) - Introduction to Stable Coins and Their Risks (3:41) - Critique of Stable Coins and Government Control (12:28) - Alternatives to Stable Coins and Government Control (27:21) - The Day That Maga Died (1:00:16) - Conservative Influencers and Government Violence (1:11:29) - The Future of Conservative Politics (1:11:49) - Gold and Silver Pricing Trends (1:23:18) - Government Execution Squads and Freedom of Speech (1:24:17) - Government Weaponization and Civil War (1:27:06) - Alex Jones' Trial and Principle (1:28:56) - ICE Agents and Legal Rights (1:33:11) - Government Death Squads and Civil War (1:39:20) - Alex Jones' Altercation with ICE (1:40:24) - Conservative Reactions to Alex Jones' Death (1:47:33) - Kyle Seraphin's Background and FBI Experience (1:55:45) - Law Enforcement Training and ICE Operations (2:14:34) - Government Corruption and Financial Fraud (2:19:02) - Systemic Breakdown and Governmental Dysfunction (2:20:07) - The Role of States and Local Governments (2:33:29) - Historical Parallels and Future Scenarios (2:35:59) - Economic and Infrastructure Vulnerabilities (2:38:36) - Geopolitical and Cybersecurity Concerns (2:46:03) - Military and Resource Dependence (2:48:40) - Final Thoughts and Community Building (2:51:24) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

Doug McHoney (PwC's International Tax Services Global Leader) is joined by Craig Stronberg, Senior Director on PwC's Intelligence Team. Craig leads analysts focused on macroeconomic and geopolitical intelligence; he previously served in the Office of the Director of National Intelligence. Doug and Craig discuss why business and tax leaders should focus on the geopolitical landscape to understand its impact on cross-border business, including tax. Stability is the new bar for many businesses in 2026, requiring greater agility to deal with change. Craig discusses how many businesses are in a 'wait‑and‑see' mode versus decisive movers across industries. He also describes areas of focus, such as the US policy stance for the Americas, Greenland, and tariffs; the Global South's rising coordination; and governance strains across the G20. While AI data falsification is a significant concern, Craig suggests practical actions for boards such as enabling direct access to the business' risk team.

For 72-hour advanced access to the full-length editions of Munk Dialogues with Andrew Coyne consider becoming a donor to the Munk Debates for as little as $50 annually, or $1.00 per episode. Go to www.munkdebates.com to sign up. Rudyard and Andrew react to the explosion of anger in the U.S. over the killings in Minnesota by ICE agents. Is this the first time the U.S. President has had to respond to a public outcry and recalibrate his position? Andrew believes that the point of these ICE exercises has nothing to do with immigration reform. They are looking to provoke fear, anger, and terror in the population. Ultimately the responsibility rests with Trump: this is his policy, these are his people. In the back half of the show Rudyard and Andrew break down some of the big domestic developments from last week, specifically Mark Carney's Davos speech. Carney recognizes that Canada is at the centre of a geopolitical crisis. And while this has given him a boost in his personal approval ratings, he hasn't been able to convert that into support for the Liberal Party. Does Carney's Davos speech give us insight into how he will approach CUSMA negotiations? Andrew believes we should not invest too heavily in the success of these talks, and it's time to develop policies to reduce the cost of walking away from trade with the U.S.

You can't buy this kind of entertainment. When President Trump throws out a mean Truth Social post, he can move the markets, but when an Aircraft Carrier Strike group shows up near Iran and Iraq, the oil traders panic. It is quite possible that the Glut Narative may just roll off into the sunset, as Stu Turley has said on the podcast "Where's the Glut?" much like the "Where's the Beef" Wendy's commercial. We are seeing a commodities Supercycle surge, and did oil just make it to the Commodities Homecoming Dance? We cover critical investing and issues that will impact consumers in the oil and gas markets. The main topics discussed in this Energy News Beat Stand-UP are:1. Geopolitical tensions and their impact on oil prices:  - President Trump's threats of military action against Iran and the resulting spike in Brent crude oil prices  - Concerns about potential supply disruptions from Iran and Iraq, which could further impact oil markets2. Declining oil and gas exploration and investment:  - The plunge in global conventional oil and gas discovery volumes in recent years  - The decline in overall oil and gas capital expenditures, focused on short-cycle, low-cost projects  - The high percentage of production coming from post-peak oil and gas fields raising concerns about future supply3. The changing dynamics in the oil and gas industry:  - The dichotomy between "drill, baby, drill" and "grow, baby, grow" approaches to production  - The role of refinery demand in determining the pricing and trading of different crude oil grades  - Saudi Aramco's efforts to change how OPEC monitors and prices oil, moving towards a more refinery-driven model4. Potential mergers and acquisitions in the sector:  - The ongoing discussions around a potential merger between Coterra Energy and Devon Energy  - The involvement of activist investor Kimmeridge in pushing for this merger, including the potential nomination of Scott Sheffield to Coterra's board5. Performance and outlook for oil and gas companies:  - The strong stock price performance of major oil companies like ExxonMobil and Chevron  - The potential opportunities in the mining and gold/silver sectors as a hedge against oil and gas market volatilityStories Covered in today's Energy News Beat Stand-Up1.Brent Breaks $70 After Trump Threatens Iran With Military Force2.Oil Options on Longest Bullish Run Since 2024 as Iran Risk Looms3.Oil Exploration Drastically Lagging Demand – We are approaching a critical junction of lack of investment4.Trinidad & Tobago: The $4 Billion Nat Gas Play5.Gas Turbines Suffer Economic Hardships Due to Stress Placed on Them by Wind and Solar6.Saudi Aramco Raises $4 Billion as Oil Prices Remain Under the Oil Glut ThreatA shout-out to Reese Energy Consulting for sponsoring the Podcast: https://reeseenergyconsulting.com/Check out: theenergynewsbeat.substack.com,Get your CEO on the podcast: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

It's Wednesday, January 28th, A.D. 2026. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com.  I'm Adam McManus. (Adam@TheWorldview.com) By Jonathan Clark Mexican authorities expelled Protestant pastor Authorities in southern Mexico expelled a Protestant pastor from their community this month. The issue began after Pastor Velásquez Martínez refused to participate in a Roman Catholic ritual due to his religious beliefs. Local authorities detained him for five days without charge before expelling him and his family. Evangelical families can face arrest, fines, and expulsion in parts of Mexico for their faith. Mexico is ranked 30th on the Open Doors' World Watch List of the most oppressive countries to be a Christian.  Catholicism declining in Latin America Analysis by Pew Research found that Catholicism has declined in Latin America over the past decade. Catholicism remains the largest religion across Argentina, Brazil, Chile, Colombia, Mexico, and Peru. However, it has declined in the region by at least nine percent over the last 10 years. Meanwhile, the religiously unaffiliated have grown rapidly in Latin America. Protestantism has also grown in the region but only by a slight margin. United States withdrew from World Health Organization The United States officially withdrew from the World Health Organization last Thursday. This comes a year after President Donald Trump signed an executive order to initiate the process. The U.S. Department of Health and Human Services stated, “This decision was driven by profound failures in the WHO's handling of the COVID-19 pandemic originating in Wuhan, China.” The withdrawal ends U.S. funding for the World Health Organization. The group is also known for its support of abortion and sexually perverted lifestyles. Thousands of California pro-lifers march Tens of thousands of pro-lifers joined the 22nd Annual Walk for Life West Coast in California on Saturday.  Participants filled the streets of San Francisco in the financial district for more than a mile. Rally co-chair Eva Muntean said, “After 22 years I still find it hard to believe how blessed we are. When I see the enormous crowd that we had today—especially so many young people standing up with love and hope for women and children. I am filled with gratitude and hope. You can't come to the Walk without seeing the promise of a better world!” Psalm 27:13-14 says, “I would have lost heart, unless I had believed that I would see the goodness of the LORD in the land of the living. Wait on the LORD; be of good courage, and He shall strengthen your heart; wait, I say, on the LORD!” Washington man stabbed for being a Christian Sadly, a man suffered an attack over his religion on Sunday morning in Washington state. The Pierce County Sheriff's Office reports they found the man in serious condition. The victim said a stranger approached him and asked what religion he was. He said something about being a Christian. In response, the stranger attacked and stabbed the victim and his dog. The perpetrator died after a confrontation with police.  The Christian Post reports that the victim has been released from a local hospital.  U.S. population down as Trump expels illegals The U.S. population growth rate is slowing as the Trump administration cracks down on illegal immigration.  New data from the U.S. Census Bureau found the population reached nearly 342 million people last year. The 2025 growth rate was half a percent, down from almost one percent in 2024. Christine Hartley with the Census Bureau said, “With births and deaths remaining relatively stable compared to the prior year, the sharp decline in net international migration is the main reason for the slower growth rate we see today.” Geopolitical and economic uncertainly drives gold up. As The Worldview reported yesterday, the price for spot gold reached $5,100 an ounce, a record. That's up 18% so far this year. Ryan McIntyre, president at Sprott Inc., told Reuters, “Gold prices continue to be supported by elevated geopolitical and economic uncertainty. Central banks remain strong buyers as they diversify foreign exchange reserves and reduce reliance on the U.S. dollar.” 100-year-old great grandfather speaks at kindergarten class And finally, CBS News reports that a kindergartener in Georgia recently brought her 100-year-old great-grandfather to class. This was to celebrate K.J. Schmansky's 100th day of school this year at Saint Thomas More School in Decatur. Her great-grandfather, Sonny Ragan, was born on October 8, 1925. He got to share 100 years of wisdom with the young class. When asked what keeps him going, Ragan said it's faith and family. 1 Peter 3:10-11 says, “He who would love life and see good days, let him refrain his tongue from evil, and his lips from speaking deceit. Let him turn away from evil and do good; let him seek peace and pursue it.” Close And that's The Worldview on this Wednesday, January 28th, in the year of our Lord 2026. Follow us on X or subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com.  I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

Nicolai Tangen sits down with Bill Winters, Group CEO of Standard Chartered, one of the world's most globally distinctive banks. They discuss what it takes to rebuild a complex financial institution after crisis, the critical role of regulatory trust, and why Standard Chartered's presence across Asia, Africa, and the Middle East positions it as a true "connector bank." Bill shares his perspective on geopolitics, digital assets and blockchain technology, and AI's transformative impact on banking. He also reflects on lessons from his career at JP Morgan, his leadership philosophy, organizational culture, and how curiosity and empathy drive long-term success. Tune in for an insightful conversation!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.

Interview recorded - 21st of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Alex Gurevich. Alex is the founder and Chief Investment Office of HonTe Investments and author of The Next Perfect Trade, which will be updated and the update 27th Jan. Book - https://www.amazon.co.uk/Next-Perfect-Trade-Magic-Necessity/dp/1544550006/During our conversation we spoke about Alex's thoughts on the economy, precious metals play, recession risk, interest rates, dollar, the next perfect trade and more. I hope you enjoy!0:00 - Introduction0:25 - Overview of the economy2:38 - Precious metals6:37 - Interest rates9:41 - Recession14:06 - Geopolitical impact17:12 - Other trends19:11 - Liquidity21:00 - Chinese deflation22:40 - Western economic shift23:40 - Interest rate sensitivity25:24 - Dollar28:00 - The Next Best Trade30:30 - Reviewing trading strategy31:48 - One message to takeaway?Alex Gurevich is the Founder and CIO of HonTe Advisors, LLC. More recently, Alex has transformed his very successful family office into a global macro strategy suitable for institutional investors. He is the author of the Wall Street Journal bestselling book The Trades of March 2020 and The Next Perfect Trade which articulate his rigorous trade selection and investment process. Alex was born and raised in St. Petersburg, Russia, and earned his PhD in mathematics from the University of Chicago.Alex Gurevich - Twitter - https://twitter.com/agurevich23LinkedIn - https://www.linkedin.com/in/alex-gurevich-23a358105Website - https://honteinv.com/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Mike Ritland wraps the epic three-part sit-down with Rob O'Neill, the SEAL who ended Osama bin Laden. They tackle Venezuela's game-changing raid and its massive geopolitical ripple effects, Greenland strategy, cartel threats in Mexico, AI/drones in future warfare, deep state battles, Epstein files, Charlie Kirk fallout, fraud deflection tactics, and Rob's no-BS vision for fixing America. Raw, unfiltered, and packed—classic Mike Drop finale. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Cleo Paskal Paskal discusses the geopolitical and legal complications regarding the transfer of the Chagos Islands (which include Diego Garcia) from the UK to Mauritius. She highlights a critical oversight: a 1966 agreement between the US and the UK mandates that sovereignty over the Chagos archipelago must remain British for 50 years plus an additional 20 years, meaning the territory should legally remain British until 2036. Paskal notes that Washington has recently "woken up" to the dangers of the transfer—which President Trump has labeled as "stupid"—largely due to concerns regarding the heavy influence of the Chinese Communist Party in Mauritius.1939 guam

Trump's rhetoric is shaking headlines — and driving markets higher. Kerry Lutz and Dale explain why extreme political positioning can translate into real upside for investors. The AI boom remains the engine. As profitability comes into focus, both see the S&P 500 and NASDAQ pushing toward new highs if Trump's economic vision begins to take shape. Gold and silver are flashing warning signs. Rising prices reflect global instability and growing demand, with Kerry cautioning that government intervention becomes more likely as metals climb. Geopolitical pressure is building. Russia and China continue challenging the dollar's dominance, while the U.S. accelerates its push toward domestic self-sufficiency. Looking ahead, Dale sees AI as truly transformative, with clearer winners emerging by 2026. Discipline and timing may matter more than ever as opportunities expand. Find Dale here: https://rdsmotherswealth.com Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe    Kerry's New Book "The Armstrong Economic Code: The 5 Truths Investors Must Never Forget" is out now on Amazon!  Get your copy here:   https://a.co/d/bvYbZOz  "The World According to Martin Armstrong – Conversations with the Master Forecaster" is a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5

After a year in office, it is becoming a little bit easier to categorize the Trump administration's foreign policy and to build an investment strategy around it. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler today to discuss his latest report titled "Blocs, Spheres, Empires, and Colonies," making the case that America's foreign policy is evolving to a new kind of imperialism.

International Intrigue - NewsletterMy Substack (Subscribe)*Leave a review on Apple or Spotify* (nothing does more to help grow the show)---Previous guests on the podcast similar to this!Robert Kaplan - A World In CrisisPodcast Starter PacksOffshore Finance/Kleptocracy & Money LaunderingGeopolitics/Economics/Economic DevelopmentExplorers & AdventurersInvestigative Journalists---Jeremy Dicker is a co-founder of International Intrigue, a daily geopolitics newsletter delivered to over 150,000 inboxes worldwide.Before entrepreneurship, Jeremy spent 14 years as an Australian diplomat, with postings in both Latin and North America, Peru, Mexico and LA specifically.International Intrigue was born during London lockdown when Jeremy and his co-founders (fellow former diplomats) jumped on the new media of newsletter's nascent industry and decided to write to make geopolitics accessible, witty, and funnyJeremey boasts that the writers from ‘The Diplomat' read the newsletter which is a huge flex given just how good that TV show is. Jeremy and his team published a 25 predictions for 2026 article just a few weeks ago and that's exactly what we go through on todays episode. Timestamps00:00 - Jeremy & International Intrigue01:01 - Taiwan & Global Disorder11:35 - Prediction 1: Europe's Reliance on the US21:09 - Prediction 2: Cryptocurrency's Mainstream Adoption28:22 - Prediction 3: Nuclear Energy and Tech Giants33:13 - Prediction 4:AI and the Bubble Debate39:59 - Prediction 5: Russia Ukraine42:44 - Prediction 6: The Pink Tide: Shifts in Latin American Politics58:24 Prediction 7: Climate Change01:08:32 - Diplomacy and National Interests: Balancing Values and Policies01:09:03 - Prediction 8: BRICS vs Quad01:15:12 - US Foreign Policy and Global Dynamics01:19:11 - Diplomatic Challenges Under Trump01:26:12 - Prediction 9: The Future of the UN and Global Governance01:30:02 - Prediction 10: China's Technological Ascendancy01:34:53 - Australia's Role in Global Affairs

Pippa Malmgren, chief executive of Geopolitica Institute, joins from Greenland to explain why the Arctic is now at the center of the geopolitical chessboard — from US claims that it needs to take over the Danish territory for national security reasons to how Greenlanders want to remain independent without being “for sale.” She connects the Arctic story to wider shifts: peace talks over Russia's war on Ukraine, strained European alliances, China–Russia dynamics and technological races in space, energy and advanced materials. She also explains what investors should consider as geopolitical risk increasingly becomes market risk.See omnystudio.com/listener for privacy information.

⭐⭐ TYPICAL SKEPTIC PODCAST #2427 — 7PM ET“Massive UFO in Greenland, Hyperborean Gateway & Moai Grid Connection”Guest: Indigo Angelindigoangel222.comyoutube.com/@indigoangelBIO / INTRO – Indigo AngelIndigo Angel is a cutting-edge metaphysical researcher, gridworker, and interdimensional decoder known for her deep dives into planetary architecture, ancient timelines, and hidden extraterrestrial influences. Her work spans Stargate systems, Hyperborean and Atlantean histories, crystalline grid mapping, and advanced esoteric geopolitics.She is widely followed for her intuitive intelligence, powerful clairvoyant analysis, and real-time breakdowns of global energetic events.SHOW DESCRIPTION (Promo Text)

Send me a DM here (it doesn't let me respond), OR email me: imagineabetterworld2020@gmail.comToday I'm honored to have back on the show once again: Podcast regular, United Church Minister turned whistleblower, Canadian Hero, humanitarian, loving father, published writer and author, public speaker and podcaster, documentary filmmaker, Nobel Peace Prize nominee, co-founder of the International Tribunal into Crimes of Church and State, righteous soul, and Eagle Strong Voice: Kevin AnnettA little bit about Kevin if you've missed any of his episodes or are new here, and a recap and sneak peek of what we will be talking about today: Born in Edmonton, Alberta, Annett entered the ministry in the early 1990s, serving indigenous communities in Port Alberni, British Columbia - communities scarred by the brutal legacy of Canada's government-funded, church-run Indian residential schools. What began as pastoral care unraveled into horror as survivors confided tales of torture, rape, sodomy, unexplained deaths, and systematic genocide orchestrated by the United, Anglican, and Catholic churches.Undeterred, Kevin escalated his mission beyond Canada's borders. In 2010, he co-founded the International Tribunal into Crimes of Church and State (ITCCS), a citizen-led court uniting survivors from 26 nations to prosecute global elites for crimes against humanity. Through the ITCCS, he exposed a vast international network linking residential school horrors to ritualistic child abuse and sacrifice. His most explosive revelations center on the Ninth Circle Cult - a centuries-old secret society embedded at the Vatican's rotten core, involving high-ranking Vatican officials, European royals, politicians, and other elites who engage in ritual child sacrifices to appease ancient occult rites.Eyewitness testimonies gathered by Kevin and the ITCCS describe Ninth Circle ceremonies in Vatican basements, remote estates, and hidden facilities, where children trafficked from orphanages and networks are ritually abused, tortured, and killed. Former Popes Benedict and Francis have been directly accused of involvement, with Benedict's 2013 resignation allegedly prompted by ITCCS arrest warrants for genocide and child trafficking. Last time Kevin was on, he relayed the connections between ICE, Trump and the government, the Mormon Church, Elon Musk and Neuralink, and child trafficking and crimes against humanity. On today's episode, Kevin returns to share some ground-breaking and explosive news updates building on the last episode regarding President Donald Trump, news of a Declaration of a new kind, and so much more. You will not want to miss one moment of this episode! INTERIM REPORT:https://murderbydecree.com/2025/08/09/interim-report-of-the-special-prosecutor/#page-contentCONNECT WITH KEVIN:Email: angelfire101@protonmail.comPhone: 289-680-8724Websites:-Republic of Kanata: https://republicofkanata.org/-Radio Free Kanata: https://bbsradio.com/radiofreekanata-'Murder by Decree' & other books published by Kevin: https://murderbydecree.com/#books-'Unrepentant' Documentary: https://www.youtube.com/watch?v=Czej73SfYJcCONNECT WITH THE IMAGINATION:EMAIL: imagineabetterworld2020@gmail.comMy Substack: https://emmakatherine.substack.com/BUY ME A COFFEE: Support the show

SEGMENT 5: CANADA-CHINA TRADE RELATIONS Guest: Charles Burton Burton examines Canada's complex trade relationship with China amid growing geopolitical tensions. Discussion covers economic dependencies, security concerns over Chinese investment, and how Ottawa balances commercial interests against pressure from Washington to reduce reliance on Beijing for critical goods and strategic resources.1884 OTTAWA RIVER

Global markets are entering 2026 amid heightened geopolitical uncertainty, structural shifts in the global order, and rapid technological change. Recorded live from the World Economic Forum in Davos, this episode of The Bid examines the macroeconomic and geopolitical forces shaping the year ahead.Host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Vice Chairman of BlackRock and Chairman of the BlackRock Investment Institute. Drawing on conversations with political leaders, policymakers, and business executives in Davos, they reflect on an evolving geopolitical landscape and its implications for markets, governments, and global cooperation.The discussion explores how shifts in U.S. policy are reshaping alliances — particularly between the United States and Europe — and why this period may mark a broader transition away from the post–World War II global framework. Philipp outlines the pressures facing Europe, while Tom examines how national security considerations are increasingly shaping economic policy, trade, and global investment flows.Artificial intelligence emerges as a central theme, viewed both as an economic driver and a geopolitical force. The episode considers AI's role in national security competition, the growing importance of data centers and energy infrastructure, and how concerns around sovereignty, critical minerals, and societal impact are elevating AI from a technological issue to a political one.Key insights· How current geopolitical developments are reshaping the global outlook entering 2026· Why Davos remains a key forum for understanding policy and market sentiment· Where Europe's macroeconomic challenges and opportunities are most pronounced· How AI is increasingly intersecting with geopolitics and national security· What recent U.S.–Europe tensions reveal about future global cooperation· How investors and policymakers are interpreting uncertainty in today's environmentGeopolitics, global macro outlook, Europe economy, World Economic Forum Davos, AI and geopolitics, global markets, policy uncertaintyThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Laurent Lequeu explores a global economy increasingly defined by geopolitical chaos and a transition toward stagflation. He argues that the primary threat to the American empire originates from internal political division rather than external adversaries. To hedge against the reckless behavior of authoritarian governments and the inevitable decline of fiat currencies, Lequeu advocates for the ownership of physical precious metals, which lack counterparty risk. The discussion also highlights a significant global shift as China and Russia consolidate their resource and manufacturing alliance, potentially moving the world’s financial epicenter from New York to Hong Kong by 2032. Investors should seek geographical diversification and tangible assets in anticipation of a fracturing Western order. Watch on BitChute / Brighteon / Rumble / Substack / YouTube *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Listen Ad-Free for $4.99 a Month or $49.99 a Year! Apple Subscriptions https://podcasts.apple.com/us/podcast/geopolitics-empire/id1003465597 Supercast https://geopoliticsandempire.supercast.com ***Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics American Gold Exchange https://www.amergold.com/geopolitics easyDNS (15% off with GEOPOLITICS) https://easydns.com Escape The Technocracy (15% off with GEOPOLITICS) https://escapethetechnocracy.com/geopolitics Outbound Mexico https://outboundmx.com PassVult https://passvult.com Sociatates Civis https://societates-civis.com StartMail https://www.startmail.com/partner/?ref=ngu4nzr Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites The Macro Butler https://themacrobutler.com Substack https://themacrobutler.substack.com LinkedIn https://www.linkedin.com/in/laurent-lequeu- X https://x.com/TheMacroButler Telegram https://t.me/TheMacroButlerSubstack About Laurent Lequeu Laurent Lequeu is an independent financial consultant and writer of The Macro Butler, which aims to deliver concise yet comprehensive macroeconomic insights that impact global and regional markets, analyzing key indicators and trends to provide actionable and timely investment recommendations to all kind of investors. *Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

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Thank you to our sponsor, Walrus! Walrus is where the world's data becomes reliable, valuable, and governable. Geopolitical tensions are rising. Crypto legislation is stalled. And pressure on the Federal Reserve is intensifying. So why are Bitcoin and the broader crypto market holding strong? In this episode of Bits + Bips: The Interview, Steve Ehrlich sits down with Zach Pandl, Director of Research at Grayscale Investments, to unpack what's been driving markets since 2026 began, from Washington's regulatory battles to global instability and the Fed's fight to maintain independence. They break down where U.S. crypto policy stands, why Wall Street isn't waiting for Congress, and how macro forces like inflation, debt, and geopolitics are shaping crypto's next move. Hosts: Steven Ehrlich Guests: Zach Pandl, Head of Research at Grayscale Links: Robinhood CEO warns Congress delay is hurting Americans - TheStreet Crypto: Bitcoin and cryptocurrency news, advice, analysis and more Senate Banking Committee postpones vote on crypto market structure legislation amid industry pushback Crypto bill delay 'may ultimately be constructive' for final product, Benchmark says Trump attacks on Jerome Powell testing Fed's independence Why the Federal Reserve has historically been independent of the White House Learn more about your ad choices. Visit megaphone.fm/adchoices