Podcasts about geopolitical

                                     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

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

The latest AgNet News Hour delivers a wide-ranging look at the issues shaping American agriculture—from meat-industry shakeups to the rapid evolution of organic farming technology. Hosts Nick Papagni and Lorrie Boyer blend personal updates with in-depth interviews and industry analysis, creating a vivid picture of the pressures and opportunities facing today's producers. Holiday Reflections and Shifting Trends in American Beef The program opens with lighthearted Thanksgiving conversation, including cooking traditions and reflections on a recent interview about preparing the perfect turkey. But the tone quickly shifts as the hosts discuss a major jolt to the U.S. beef industry: Tyson Foods' decision to close a key Nebraska processing facility. The plant, which employed roughly 3,000 workers and handled nearly 5% of daily U.S. beef slaughter, has broad implications for cattle markets, regional economies, and long-term production capacity. Nick and Lorrie explore the underlying pressures contributing to the closure, including: Declining cattle numbers Rising labor and operational costs Expanding automation Increasing regulatory burdens Concerns for rural communities dependent on packing-house jobs These factors, they note, are reshaping beef production and accelerating the push toward efficiency and technology across the supply chain. Spotlight on the Organic Grower Summit in Monterey The show transitions into an extended conversation with Matt Jungmann, Senior Director of Events for the Organic Grower Summit (OGS), scheduled for December 3–4 in Monterey, California. Jungmann outlines the mission and growth of the summit, which brings together growers, researchers, suppliers, and innovators advancing the organic marketplace. He highlights several key components of this year's event: Educational Sessions & Key Issues Regulatory challenges for U.S. organic producers Labor shortages and rising wage pressures Banking, finance, and risk management Regenerative farming and soil health Marketing, consumer trends, and retailer engagement Retail chains such as Trader Joe's, Whole Foods, and Sprouts—longtime champions of organic demand—continue to play a significant role in pushing the category forward. Automation, Robotics, and New Tech Demonstrations Jungmann emphasizes that technology is becoming a central force in the organic sector. While organic acreage is growing steadily rather than rapidly, he notes that the barriers to converting new ground remain high. For many producers, automation offers a path to improved efficiency and long-term sustainability. Among the most anticipated summit attractions: Autonomous weeding and cultivation machines AI-driven tools for mechanical pest and weed control Concept robotics from startups such as Reservoir Hands-on demonstrations showing how machines perform in real organic environments He stresses that as chemical options narrow—especially with fewer new pesticides entering the organic toolbox—mechanical and robotic solutions are filling critical gaps. Community, Collaboration, and the Organic Grower of the Year Beyond technology, Youngman celebrates the strong community that defines organic agriculture. The summit fosters a sense of fellowship, giving growers space to exchange ideas, compare seasons, and learn from firsthand experience. He also highlights the Organic Grower of the Year finalists, representing innovation, stewardship, and leadership across multiple states. The award underscores the dedication required to farm organically in an era marked by rising costs, fluctuating markets, and rigorous regulatory frameworks. California's Regulatory Reality vs. the Rest of the Nation The interview includes a candid discussion of how California's farming environment differs dramatically from states like Illinois, where Jungmann grew up. California producers face: Significantly higher labor costs More intensive regulatory requirements Water uncertainty Environmental compliance challenges Market pressures from global competitors with lower production costs Jungmann argues that the future of California agriculture may hinge on growers' ability to embrace new efficiencies—and events like OGS help equip them for that transition. Industry Conversations Continue at the National Association of Farm Broadcasting Convention After the interview concludes, the show returns to Lorrie Boyer, who recounts her recent trip to the National Association of Farm Broadcasting annual convention in Kansas City. The event provided a deep dive into: Commodity and livestock market outlooks Fertilizer prices and global supply chains Weather impacts on crop production Innovations in machinery and agritech Geopolitical pressures influencing U.S. agriculture Consumer nutrition trends and the federal MAHA (Make America Healthy Again) report She also notes discussions around Proposition 12, nutrition policy, new consumer-facing pork campaigns, and the impact of synthetic food dyes on children's health. Rising Consumer Awareness and the Push for Better Food Quality The show ends with a discussion about food dyes and the slow pace of regulatory change. A parent from California shared how removing dyes transformed her son's health—an example the hosts use to highlight growing consumer scrutiny of food ingredients. This concern ties directly back to the organic movement and the mission of improving food quality, even as healthier products come at a higher cost. Final Thoughts From meat-industry upheaval to breakthroughs in organic farming, the AgNet News Hour offers a candid snapshot of modern agriculture's evolving landscape. Whether it's automation, regulation, or shifting consumer demands, producers across the country are adapting quickly—and conversations like these help illuminate the challenges and opportunities ahead.

US Secretary of State Rubio said good progress had been made re. Ukraine, and none of the outstanding issues are insurmountable.European bourses opened stronger, but sentiment has waned a touch in recent trade; US equity futures are mixed.DXY is marginally subdued, EUR gains a touch amidst geopolitical progress whilst the JPY lags.Lacklustre trade across fixed income with USTs flat whilst Bunds are firmer by a handful of ticks.Oil complex has been pressured by progress on Ukrainian peace talks, XAU trades rangebound.Looking ahead, highlights include US National Activity Index (Oct), Dallas Fed Manufacturing Index (Nov), Speakers including ECB's Cipollone, Elderson & Lagarde, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Headlines on today's episode include:-Trump holds trade phone call with China's president-Geopolitical influence seen on fertilizer market-Downward commodity market pressure likely to continue-Nebraska beef processing plant closure adds more uncertainty-USDA's November report brings optimism for corn and soybeansSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

An Israeli air strike on Beirut kills Hezbollah's top military commander, its highest-level target during a ceasefire that came into force a year ago. There have been frequent Israeli breaches throughout. But why this strike now, and what are the implications? In this episode: Joe Macaron, Geopolitical analyst specialising in US strategy in the Middle East Nadim Houry, Executive Director of the Arab Reform Initiative Alon Pinkas, Former Israeli Ambassador and Consul General of Israel in New York Host: Imran Khan Connect with us:@AJEPodcasts on Twitter, Instagram, Facebook

In this episode, Leslie Palti-Guzman exchanges with Ed Morse, one of the world's most respected voices in global oil markets, for a rapid strategic tour of today's biggest geopolitical flashpoints and how they're reshaping energy flows. We discuss why oil prices have remained remarkably stable despite shocks in the Middle East and Latin America, and why the Brent and WTI forward curves are telling a deeper story about fundamentals vs. geopolitics. We cover:

Why are American soybean farmers so reliant on Chinese markets?In this episode of Second Request, Teddy Downey sits down with Wall Street Journal reporter Patrick Thomas to discuss how soybeans became the center of a trade war between the U.S. and China. They also discuss how consolidation and monopolization in the food sector have impacted American farmers. To learn more about The Capitol Forum click here. If you have a pitch or tip for a story you think we should investigate contact us here.

Japan-China clash over Takaichi's 'Taiwan' remark & the geopolitical realities

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.

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

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

Leadership won't get any easier in 2026. Geopolitical volatility, accelerating AI disruption and workforce identity shifts are creating unprecedented challenges for IT leaders. So how can you prepare? In this mini episode of ThinkCast, recorded at Gartner IT Symposium/Xpo in Orlando, Gartner Distinguished VP Analyst Mary Mesaglio sums up the insights from her dozens of onsite conversations with CIOs and top IT leaders. In just four minutes, she breaks down the four challenges shaping IT leadership into 2026, and offers practical strategies to navigate uncertainty with confidence. Tune in to discover: The 4 challenges redefining IT leadership in 2026 Why optionality matters for decision-making in volatile times How AI vendor races complicate long-term technology bets Why identity threats demand a new leadership approach Dig deeper: Download the Opening Keynote takeaways Join us at a Gartner CIO Conference near you Become a client to try out AskGartner for more trusted insights

Dr. Andrew Ng is a globally recognized leader in AI. He is Founder of DeepLearning.AI, Executive Chairman of LandingAI, General Partner at AI Fund, Chairman and Co-Founder of Coursera. As a pioneer in machine learning Andrew has authored or co-authored over 200 research papers in machine learning, robotics and related fields. In 2023, he was named to the Time100 AI list of the most influential AI persons in the world. Agenda: 03:19 What are the Biggest Bottlenecks in AI Today?  08:51 How LLMs Can Be Used as a Geopolitical Weapon 15:48 Should AI Talent Really Be Paid Billions? 29:07 Why is the Application Layer the Most Exciting Layer? 36:22 Do Margins Matter in a World of AI? 38:02 Is Defensibility Dead in a World of AI? 45:29 Will AI Deliver Masa Son's Predictions of 5% GDP Growth? 49:39 Are We in an AI Bubble? 57:31 Will Human Labour Budgets Shift to AI Spend?  

Donald Trump vowed to "take over" and "own" Gaza. The US government plans to divide the Palestinian territory into a "green zone" run by Western allies, while trapping Gazans in a "red zone", which won't be rebuilt. The USA hopes investors will make hundreds of billions of dollars. Ben Norton reports on the colonial scheme. VIDEO: https://www.youtube.com/watch?v=aW3wX4bVoU4 Topics 0:00 Colonial US-Israeli plan for Gaza 1:29 Israel's fake Gaza "ceasefire" 4:27 Trump vows to "take over" Gaza 4:49 (CLIP) Trump: USA will "own" Gaza 5:04 Plan to divide Gaza 6:00 Map of Gaza divisions 6:50 European troops will occupy Gaza 8:04 "Green Zone" in Iraq War 9:38 Leaked blueprint for Gaza 10:38 Benjamin Netanyahu 11:34 Colonial plan for Gaza 12:32 IMEC: India-Middle East-Europe Corridor 13:07 China's Belt and Road Initiative (BRI) 14:21 Gaza plan 14:54 "Investment" in Gaza 16:05 Colonialism 16:29 Geopolitical strategy 17:33 US vision of West Asia (Middle East) 18:18 Trump Gaza Riviera & Elon Musk zone 19:02 Corporations exploit low-paid Palestinian workers 19:57 Gaza's offshore natural gas fields 20:43 Colonial-style land leases 22:27 Tokenization scheme 23:07 "Voluntary relocation" of Palestinians 25:22 Jared Kushner is US "mediator" with Israel 26:10 (CLIP) Kushner on Gaza "waterfront property" 26:22 Western colonialism in Palestine 28:04 Outro

The policies of the new Japanese prime minister may provide a boost for Japanese stocks. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss what the election of Sanae Takaichi means for investors.

European bourses initially opened flat, but have since slipped into the red; US equity futures are mixed.DXY is slightly firmer, whilst Antipodeans slip as the risk tone deteriorates a touch.Bonds are firmer amid the softer European tone but largely awaiting a packed speakers docket, and data later this week.Crude complex started the session in the red, but has since reversed on geopolitical updates; XAU marginally subdued.Looking ahead, highlights include US NY Fed Manufacturing, Construction Spending, Canadian CPI. Speakers include Fed's Williams, Jefferson, Kashkari, Waller; ECB's Cipollone; BoE's Mann; BoC's Kozicki.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode, retired Marine Intelligence Officer Hal Kempfer breaks down the newly announced Operation Southern Spear, a major U.S. military action aimed at targeting narco-terrorist networks in Latin America. With the USS Gerald R. Ford carrier strike group and an Amphibious Ready Group deploying to the region, the buildup represents one of the most significant demonstrations of American power in South America in generations. We examine what this force can actually do, what it can't, and how its presence is being interpreted by Venezuela and regional actors. The episode also explores rapidly evolving Middle East diplomacy: the U.S. envoy's potential meeting with Hamas leadership, Saudi-Israeli normalization talks tied to F-35 sales, and competing U.N. resolutions shaping the future of Gaza. Could these developments signal the emergence of a much larger geopolitical deal? We walk through the complexities, risks, and potential outcomes shaping the global landscape.Takeaways:Operation Southern Spear signals a major U.S. military escalation in Latin America.The USS Gerald R. Ford and Marine Expeditionary Unit form a powerful but non-invasion strike force.Venezuela accuses the U.S. of manufacturing pretexts for regional intervention.Debate intensifies over whether drug cartels meet the FBI's definition of terrorist organizations.U.S. envoy's planned meeting with Hamas sparks criticism over timing and intent.Saudi-Israeli normalization increasingly tied to F-35 sales and U.S. diplomatic leverage.Competing U.N. proposals reveal fractures over Gaza's future and transitional governance.A potential “grand deal” may be forming across Latin America and the Middle East.#STRATPodcast #HalKempfer #MutualBroadcastingSystem #StrategicRiskAnalysis #OperationSouthernSpear #USMilitary #MiddleEastCrisis #VenezuelaTensions #GeraldRFord #MarineExpeditionaryUnit #GazaCeasefire #Hamas #SaudiIsraelNormalization #F35Deal #Geopolitics #NationalSecurity #DefenseAnalysis #MiddleEastPolicy #LatinAmericaSecurity #GlobalStrategy

781,094 views Streamed live on Nov 11, 2025 #mіndіch #pokrovsk #nabu#arestovych #rustle #zelensky #putin #trumpStarlink fundraising for the 43rd separate separate brigade. Link under Original stream: https://youtu.be/I8dfNJLK6C4

Gold has doubled in price in less than two years—so what exactly is happening? Gene Tunny and John Humphreys break down the economic and geopolitical forces driving the surge, from inflation fears and rising global debt to BRICS nations buying massive amounts of gold. The conversation also explores whether a new gold-backed currency could challenge US dollar dominance.Gene would love to hear your thoughts on this episode. You can email him via contact@economicsexplored.com. Time stamps00:00 – Introduction01:30 – Why gold is surging04:30 – The role of inflation fears & global debt07:15 – BRICS gold buying and the idea of a gold-backed currency12:00 – Is a gold-backed currency workable?16:00 – Gold vs. fiat currencies: long-term stability22:30 – Geopolitical implications of a shift away from the USD26:00 – Gene's clarification of Ken Rogoff's perspective28:30 – Outro TakeawaysGold has doubled in price in under two years, suggesting deep market concerns about inflation, debt, geopolitics, or structural distrust of fiat currencies.BRICS nations—particularly China—are buying unprecedented amounts of gold, possibly preparing for a commodity-backed settlement currency.A gold- or commodity-backed currency is politically useful for BRICS, as it may help overcome trust deficits relative to the US.Gold standards constrain monetary policy, reducing the ability to monetize debt or respond flexibly to recessions. Gene and John debate whether this constraint is feature or bug.LinksGold charts:https://drive.google.com/file/d/1TamqJ1GOpXxveAVLRS0UJnb7U9GyRATX/view?usp=sharingATA livestream on 6 November:https://www.youtube.com/live/gSVJ9ZU6lC4?si=8sXvajwG5cdUk85fLumo Coffee promotion10% of Lumo Coffee's Seriously Healthy Organic Coffee.Website: https://www.lumocoffee.com/10EXPLORED  Promo code: 10EXPLORED

Today, Dominic Bowen hosts Sabrina Alam on The International Risk Podcast to explore the intersection of Earth observation, ESG verification, and the geopolitics of space-based data. They discuss how satellites have become central to sustainability reporting, climate monitoring, and economic decision-making, while also forming part of critical infrastructure and geopolitical competition. Together they examine how ownership, access, and governance of orbital data are shaping transparency, sovereignty, and resilience across global markets.Sabrina Alam explains why Earth observation is now integral to environmental accountability, how fragmented standards threaten the credibility of ESG frameworks, and what international cooperation is needed to ensure equitable access to space-derived information. The conversation highlights the dual-use nature of satellite technology, the rise of commercial constellations, and the urgent need for interoperability between sustainability and space governance.Sabrina Alam is Director in Sustainability Advisory and EU Space Lead at KPMG Luxembourg. She advises governments, institutions, and private-sector partners on the integration of space-based data into sustainability strategies, ESG reporting, and resilience planning.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 – Reducing risk by increasing knowledge.Follow us on LinkedIn and Subscribe for our updates!Tell us what you liked!

Geopolitical Shifts: Gaza Peace, Syria's al-Sharaa, and REising Anti-Semitism. Malcolm Hoenlein discusses how the comprehensive US plan for Gaza proposes a transitional Board of Peace and mandates the disarming of Hamas. Hoenlein expressed skepticism regarding al-Sharaa's White House visit, noting his background as an ex-jihadist who ordered massacres of minorities in Syria. While neutralizing Syria would be positive, al-Sharaa has yet to prove himself. There is also rising concern over anti-Semitism in Europe, evidenced by attacks on Israeli sports teams and polls showing sympathy for Hamas.

Geopolitical Shifts: Gaza Peace, Syria's al-Sharaa, and REising Anti-Semitism. Malcolm Hoenlein discusses how the comprehensive US plan for Gaza proposes a transitional Board of Peace and mandates the disarming of Hamas. Hoenlein expressed skepticism regarding al-Sharaa's White House visit, noting his background as an ex-jihadist who ordered massacres of minorities in Syria. While neutralizing Syria would be positive, al-Sharaa has yet to prove himself. There is also rising concern over anti-Semitism in Europe, evidenced by attacks on Israeli sports teams and polls showing sympathy for Hamas. 1914 mt zion

Stijn Schmitz welcomes Josef Schachter to the show. Josef Schachter is Founder, Schachter Asset Management Inc. The discussion centers on the current and future state of the global energy market, with a particular focus on oil and natural gas dynamics. Schachter provides a nuanced view of the oil market, noting both near-term challenges and long-term bullish potential. In the short term, he anticipates oil prices potentially dropping to the $56-$58 range due to significant global inventories. However, he sees a compelling long-term narrative driven by fundamental supply constraints and declining global reserves, which require approximately 5-6 million barrels of new production annually just to maintain current levels. The conversation highlights critical challenges in the energy sector, including underinvestment and lengthy development timelines. Schachter emphasizes that new production requires extensive infrastructure, environmental approvals, and significant capital expenditure. He believes this complexity will contribute to a potential energy supercycle, potentially seeing oil prices exceed the 2008 peak of $147 per barrel. Canada emerges as a key focus, with Schachter noting the country's substantial energy resources and potential for growth. He suggests that Canadian energy companies offer attractive investment opportunities, particularly those with strong balance sheets, exploration potential, and dividend yields ranging from 5-10%. Geopolitical factors and technological innovations play a significant role in Schachter's analysis. He discusses how new extraction technologies, such as fracking and advanced offshore drilling, continue to unlock previously inaccessible energy resources. Additionally, he sees potential risks in global trade tensions and potential economic slowdowns that could impact energy demand. Looking forward, Schachter is optimistic about the energy sector's potential, anticipating global oil demand increasing to 110-112 million barrels per day by 2030. He recommends investors consider diversified exposure across oil, natural gas, and service industries, with investment strategies tailored to individual risk profiles and income needs.

Italian Defense Strategy and the Geopolitical Situation. Lorenzo Fiori discusses Italy's defense buildup using EU loan deals to acquire new armored vehicles from Germany's Rheinmetall through a joint venture with Leonardo. This modernization is crucial as Italy is strategically situated near the Ukrainian conflict and faces risks from troubled North African countries, particularly potential Russian influence in Libya. Although the military is needed for disaster relief, public opinion often remains against increasing defense expenditures.

Patrick Bet-David examines the United States' relationship with China and Russia. Which country is a better strategic partner for the United States? Did Nixon and Kissinger accidentally create the rise of China? And is Trump reviving their Cold War strategy to rebalance global power?This video breaks down the strategy behind triangular diplomacy and the geopolitical chess game between the United States, China, and Russia that has shaped world power for more than 50 years.

Echoes of 1919: How Underestimating the PLA After Tiananmen Created a Strategic Failure. Jim Fanell and Brad Thayer connect the current geopolitical threat posed by the PLA Navy to past strategic failures, drawing an analogy to the British Empire's "10-year rule" instituted in 1919. The US made a similar miscalculation regarding China after the brutal Tiananmen Square massacre in 1989, as the US Navy and Pacific Command did not perceive any threat from the PRC. Fanell, who worked at the US Joint Intelligence Center Pacific from 1989 to 1991, confirms that intelligence focused on the Soviet threat, and China did not become a priority until around 2014 or 2015. Following Tiananmen, the US should have highlighted the Chinese Communist Party as a "sadistic monster," but instead the George H.W. Bush administration rushed to repair the relationship. Thayer emphasizes that US leaders in 1989 had a great understanding of communism's evils, but this understanding has since faded, and China is now incorrectly viewed as a capitalist state. Deng Xiaoping learned from Tiananmen and the Soviet collapse, focusing on economic reform while establishing a relationship of dependence between US business and the CCP.

At a time when misinformation thrives, institutions crumble, and algorithms mediate truth, trust has become one of democracy's most fragile foundations. Our team at Open to Debate has been thinking twice recently about trust — how it's earned, how it breaks, and how it might be rebuilt between one another in a time of deep division. Jimmy Wales, the founder of Wikipedia, the Internet's encyclopedia with an English-language version that has been viewed 11 billion times alone and allows anyone to contribute and edit a page, says that trust is a living treasure that can and must be cultivated. In this episode, geopolitical strategist and Wickett Advisory moderator Xenia Wickett sits down with Jimmy Wales to discuss his new book, "The Seven Rules of Trust: A Blueprint for Building Things That Last.” In this "Think Twice" episode, the interview explores how Wikipedia leveraged trust to help it become a global authority while the public's trust in other institutions has faded.  Our Guest: Jimmy Wales, Founder of Wikipedia and the Wikimedia Foundation; Author of "The Seven Rules of Trust: A Blueprint for Building Things That Last"    Xenia Wickett, Geopolitical strategist, moderator at Wickett Advisory, and Trustee of Transparency International UK, is the guest moderator.    Substack: https://opentodebate.substack.com/  Visit OpentoDebate.org to watch more insightful debates.   Subscribe to our newsletter to stay informed on our curated weekly debates, dynamic live events, and educational initiatives.    Learn more about your ad choices. Visit podcastchoices.com/adchoices

China's Weakness and Global Geopolitical Shifts Guest: Gregory Copley Gregory Copley assesses the strategic implications of President Trump's Asia trip amid China's accelerating economic and political collapse. He notes Xi Jinping's apparent loss of consolidated power and the disarray within the People's Liberation Army command structure. Copley discusses emerging US and allied rare earth supply agreements designed to counter Chinese leverage in critical materials markets. He also highlights Turkey's continuing role in prolonging the Gaza conflict and analyzes the broader shift toward conservative, market-oriented governance across Latin America.

China's Weakness and Global Geopolitical Shifts Guest: Gregory Copley Gregory Copley assesses the strategic implications of President Trump's Asia trip amid China's accelerating economic and political collapse. He notes Xi Jinping's apparent loss of consolidated power and the disarray within the People's Liberation Army command structure. Copley discusses emerging US and allied rare earth supply agreements designed to counter Chinese leverage in critical materials markets. He also highlights Turkey's continuing role in prolonging the Gaza conflict and analyzes the broader shift toward conservative, market-oriented governance across Latin America.

China's Weakness and Global Geopolitical Shifts Guest: Gregory Copley Gregory Copley assesses the strategic implications of President Trump's Asia trip amid China's accelerating economic and political collapse. He notes Xi Jinping's apparent loss of consolidated power and the disarray within the People's Liberation Army command structure. Copley discusses emerging US and allied rare earth supply agreements designed to counter Chinese leverage in critical materials markets. He also highlights Turkey's continuing role in prolonging the Gaza conflict and analyzes the broader shift toward conservative, market-oriented governance across Latin America. 1901

China's Weakness and Global Geopolitical Shifts Guest: Gregory Copley Gregory Copley assesses the strategic implications of President Trump's Asia trip amid China's accelerating economic and political collapse. He notes Xi Jinping's apparent loss of consolidated power and the disarray within the People's Liberation Army command structure. Copley discusses emerging US and allied rare earth supply agreements designed to counter Chinese leverage in critical materials markets. He also highlights Turkey's continuing role in prolonging the Gaza conflict and analyzes the broader shift toward conservative, market-oriented governance across Latin America. 1906