Podcasts about geopolitical

The No. 1 investing goal of most Americans is retirement, and a key determinant of happiness in retirement is where you live. Which factors are most important, and where are the places that have those factors? Robert Brokamp and Matt Frankel discuss The Motley Fool's recent “Best Places to Retire” report.Also in this episode:-The S&P 500's single-digit decline so far this year masks wide dispersion of the returns of individual stocks and sectors, with many posting gains or losses exceeding 20%.-A recent study shows that portfolio returns right before retirement have an outsized influence on how much an investor can spend in retirement.-Geopolitical turmoil usually results in a flight to safety that drives down the yields on Treasuries, but the Iran war has had the opposite effect.-Gyms and spas now outnumber stores selling stuff, which is good news because people who are healthier tend to also be wealthier.Host: Robert BrokampGuest: Matt FrankelEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest today is Mike Wilson, Morgan Stanley's Chief U.S. Equity Strategist and Chief Investment Officer. In today's episode, Mike Wilson explains how a rolling recession has given way to a staggered recovery, and why he expects leadership to broaden beyond mega-cap stocks into small caps, cyclicals, and international markets. He highlights growing risks from AI disruption, private credit weakness, and the Iran conflict. To close, Mike discusses a shift beyond the traditional 60/40 portfolio toward a more flexible 60/20/20 approach that includes assets like gold. (0:00) Starts (1:31) Mike Wilson on rolling recessions and rolling recoveries (5:28) Market implications of Iran conflict (9:52) Market cap weight vs. equal weight indices (15:41) Is 60/20/20 the new 60/40? (23:23) Geopolitical shocks (35:48) AI's impact and bullish on healthcare (42:03) Outlook for global economic recovery ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Register for Alpha Architect's LIVE HIDE webinar on March 26th ⁠here⁠. Want to Learn More about Alpha Architect? Visit ⁠www.funds.alphaarchitect.com⁠ Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

STREAMING THE MAKING OF THE JOHN BATCHELOR SHOW WITH GORDON CHANG, STEVE YATES, JIM FANELL AND CHARLES BURTON.1920 BRECKENRIDGE TEXASThe provided transcript from The John Batchelor Show explores the geopolitical complexities surrounding President Trump's postponed trip to Beijing amidst escalating tensions in the Middle East. Gordon Chang and Steve Yatesdiscuss how China leverages diplomatic ambiguity to project power, noting that the Chinese government never officially confirmed the summit dates. The dialogue shifts to maritime security, where Captain James Fanell evaluates the People's Liberation Army Navy's use of new drone technology as a propaganda tool in the South China Sea. Additionally, Charles Burton analyzes Canada's controversial shift toward Chinese electric vehicles, describing it as "maple washing" to bypass North American trade policies. The participants collectively argue that Western nations remain vulnerable to Chinese influence operations and unreliable trade commitments. Through these various lenses, the source highlights a global landscape defined by strategic uncertainty and the fraying of traditional alliances.

STREAMING THE MAKING OF THE JOHN BATCHELOR SHOW WITH ALAN TONELSON AND JIM MCTAGUE, 3-19-26NOVEMBER 1932The provided transcript features a discussion on the John Batchelor Show regarding the global economic and geopolitical crises stemming from conflict in the Middle East. The participants analyze how rising energy prices and the potential closure of the Strait of Hormuz are driving inflation and threatening a global recession. They specifically examine the Trump administration's response to Iranian aggression and the resulting strain on European allies facing exorbitant fuel costs. The conversation transitions into the transformative role of AI, debating whether the technology will cause mass layoffs or serve as a vital productivity tool. While some speakers view AI as a creative partner for future entrepreneurs, others express skepticism regarding its accuracy and the privacy risks of digital surveillance. The dialogue concludes by weighing the immediate dangers of war against the long-term, unpredictable shift toward an automated economy. (1)

Joe Kent Resigns Over Iran. Hegseth is Losing It. More than 200 Troops Wounded Now. Drones Hit US Embassy in Baghdad. WBC: USA vs…Venezuela. QB Dante Moore Sets A Good Example on Mental Health.  On a wild and weird St. Patrick's Day, Paul Rieckhoff breaks down Trump's expanding war in Iran and his shocking talk about “taking Cuba,” and explains why once you kick a hornet's nest, the hornets—not Trump—decide when it's over. From 50,000 U.S. troops in harm's way, growing drone threats, and a widening conflict across the Middle East, to MAGA insiders breaking ranks like Joe Kent and an unraveling Pete Hegseth, Paul calls out dangerous weakness at the top, a feckless Congress, and the newest inductees into the 2026 Chickenhawk Club. No guest, no spin—just Paul, like your political pint of Guinness, giving you the independence, information and integrity you won't get anywhere else. Paul also focuses on the human cost of war: more than 200 wounded troops in seven countries, grieving Gold Star families like Cheryl Simmons, and the vital work of helpers like TAPS and Bonnie Carroll supporting survivors long after the cameras are gone. He connects that pain to a powerful story of a young quarterback opening up about depression, using his platform to fight stigma and prove that asking for help is a sign of strength, not weakness.  From St. Patrick's Day in New York and Dropkick Murphys on the playlist, to mental health, March Madness and a packed slate of upcoming guests like Ken Casey, General Mark Hertling, Seth Bodner, Tim Mak and more, this episode will help you stay informed, stay engaged—and stay vigilant. -WATCH full video of this episode here. -Learn more about Paul's work to elect a new generation of independent leaders with Independent Veterans of America. -Learn more about American Veterans for Ukraine here. -Learn more about The Headstrong Project for Veterans, Tragedy Assistance Program for Survivors (TAPS), and Department of Veterans Affairs resources in your area. Seeking support is not a sign of weakness. It's a show of strength. If you or a loved one are in immediate crisis, dial 988 and press 1, or text 838255. Connect with Independent Americans: Subscribe on YouTube, Spotify, Apple Podcasts, and all podcast platforms Read more at Substack Support ad-free episodes at Patreon  Connect: Instagram  • X/Twitter • BlueSky • Facebook  Follow on social: @PaulRieckhoff on X, Instagram, Threads, and Bluesky -Join the movement. Hook into our exclusive Patreon community of Independent Americans. Get extra content, connect with guests, meet other Independent Americans, attend events, get merch discounts, and support this show that speaks truth to power.  -And get cool IA and Righteous hats, t-shirts and other merch now in time for the new year.  Independent Americans is powered by veteran-owned and led Righteous Media.  And now part of the BLEAV network!  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Private credit could be the next black swan and we're going to break it down for you. We also discuss the ongoing war and how geopolitical uncertainty is affecting financial markets, investor psychology, and economic conditions. Misinformation, AI-generated content, and media bias make it difficult to know what is actually happening amidst the "fog of war", which increases market uncertainty. Markets have reacted with volatility rather than a sharp crash, highlighting unexpected moves such as a stronger U.S. dollar, mixed performance across sectors, and spikes in oil prices that could fuel inflation. Risk management is of the upmost importance during uncertain periods and investors should reassess their theses, reduce exposure when necessary, and consider holding cash until clearer trends emerge. We also talk broader economic risks including rising credit balances, potential policy mistakes by central banks, and structural concerns in areas like private credit and financial sector exposure. We discuss...  The ongoing war has created uncertainty and a wide range of opinions about its political and economic implications. The S&P 500 has only modestly declined so far, suggesting markets have not fully priced in the potential risks. Traditional market expectations have been challenged, such as the U.S. dollar strengthening instead of weakening. Oil prices have spiked due to geopolitical tensions, raising concerns about inflation and broader economic impacts. Energy has been the strongest-performing sector while many other sectors have struggled. Risk management should come before return-seeking when uncertainty is high. Investors should not hesitate to move to cash when market conditions become unclear. Crowded trades in war-related assets like energy, defense, and gold could reverse if sentiment shifts. The potential for consumer stress is highlighted, including rising credit card balances and higher costs from energy prices. Rising mortgage rates are a factor that could freeze housing activity during the spring selling season. Geopolitical risk is increasingly being priced into markets after years of relative stability. The current environment may represent a shift away from the low-rate, liquidity-driven market regime of the past decade. Policy mistakes by governments or central banks could become a bigger risk than the war itself. There are potential risks in the private credit sector, particularly due to limited regulation and transparency. Private credit has replaced some traditional bank lending since the 2008 financial crisis. Redemption freezes in private credit funds could signal stress in the system. Patience, discipline, and careful portfolio management are essential during periods of geopolitical and economic uncertainty.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/the-next-black-swan-799 

In this week's Security Sprint, Dave is solo and covered the following topics:Opening:• Business Continuity & Resilience: AI's Double-Edged Impact — Gate 15 — 10 Mar 2026 — The article examines how artificial intelligence is reshaping business continuity and resilience planning across organizations. • Joint Advisory: Middle East Conflict and Critical Infrastructure — Gate 15 — 11 Mar 2026. On 11 March 2026, ten Information Sharing and Analysis Centers (ISACs) joined together to release a joint advisory on the Middle East conflict and the ongoing security implications to critical infrastructure. • U.S.: Why now: Cyber policy veterans weigh in on pivotal moment in evolution of security strategy — Inside Cybersecurity — 12 Mar 2026 Cyber policy veterans told Inside Cybersecurity that the United States has reached a pivotal moment in reshaping national cyber strategy as the Trump administration promotes a more aggressive model built around offensive and defensive capabilities, emerging technology, and reduced regulation. Main Topics:Operation Epic Fury & Related: • Iran's threat on U.S. soil: sleeper cells, lone wolves and cyberattacks — Los Angeles Times — 10 Mar 2026 U.S. security officials warn that Iran could attempt retaliation through sleeper cells, lone wolf actors, or cyber operations targeting American interests if regional conflict escalates. • DOGE government spending cuts complicate US response to Iran cyber threats — CNN — 10 Mar 2026 —— Reporting describes how federal government restructuring and spending cuts tied to the Department of Government Efficiency have disrupted cyber coordination during heightened tensions with Iran. • How ‘Handala' Became the Face of Iran's Hacker Counterattacks — WIRED — 12 Mar 2026 WIRED reports that Handala has become the most visible face of Iran's retaliatory cyber campaign after the destructive breach of medical technology firm Stryker. • Iranian Hacktivists Strike Medical Device Maker Stryker in Severe Attack That Wiped Systems — Zetter Zero Day — 11 Mar 2026 Iranian hacktivist group Handala claimed responsibility for a destructive cyberattack that wiped systems belonging to medical device manufacturer Stryker. Michigan Synagogue Attack: • Michigan synagogue attack: FBI investigating as ‘targeted act of violence' Bridge Michigan | 12 Mar 2026. Target: Temple Israel in West Bloomfield and the broader Jewish community in the Detroit area. ODU Attack: • FBI releases more details in deadly Virginia shooting — Post and Courier — 14 Mar 2026. Federal investigators released additional information about a deadly shooting in Virginia that left multiple people dead and triggered a large law enforcement response. Cyber Threats:• INTERPOL report warns of increasingly sophisticated global financial fraud threat — INTERPOL — 16 Mar 2026. INTERPOL released a report warning that global financial fraud schemes are becoming more complex and technologically enabled. • Public Service Announcement: Criminals Use Stolen Personal Information to Target Victims Through Government Impersonation Schemes — FBI Internet Crime Complaint Center — 09 Mar 2026 Ransomware:• Industrial Ransomware Analysis: Q4 2025 — Dragos — 11 Mar 2026 — Dragos reported that ransomware groups continue to target industrial organizations and operational technology environments, with manufacturing and industrial sectors representing a significant portion of victims. • France's ANSSI warns ransomware gangs shifting tactics amid surge in attacks — Infosecurity Magazine — 11 Mar 2026 France's national cybersecurity agency ANSSI warned that ransomware groups are adapting their tactics as attacks continue to increase across multiple sectors.

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In this episode of the Loan Officer Podcast, host Dustin Owen is joined by producer Karina Mojica and TLOP crew member Michael Siciliano (also known as Rocky Mikey Vinnie, Marketing Mike). Together, they dive into the recent U.S. and Israeli military strikes on Iran, exploring the far-reaching consequences these events have on the mortgage industry. The team breaks down how ongoing geopolitical instability in the oil-rich Gulf region can drive fluctuations in oil prices, which in turn impact inflation rates and ultimately influence mortgage rates across the country. Throughout the discussion, Dustin, Karina, and Michael provide listeners with a comprehensive analysis of the economic ripple effects stemming from international conflict, offering valuable historical context to help make sense of current events. They examine previous instances where global tensions have affected financial markets and draw parallels to today's environment, giving both homebuyers and loan officers practical advice on how to navigate uncertainty. Emphasizing the importance of focusing on personal financial readiness, the hosts encourage listeners not to be swayed by short-term market volatility, but instead to concentrate on factors within their control. The episode also underscores the critical need for industry professionals to stay informed, adaptable, and proactive in the face of rapidly changing global events. Whether you're a seasoned mortgage professional or a first-time homebuyer, this episode provides timely insights and actionable strategies to help you make informed decisions in an unpredictable market.   Loan officer looking for a new place to call home?

apan's opposition party is calling for increased nuclear plant usage to offset the Iran crisis, highlighting how energy security is becoming a critical investment theme. This shift toward energy independence is driving renewed interest in nuclear power, renewable energy infrastructure, and domestic energy production across multiple countries.Today's Stocks & Topics: Global X Fertilizers/Potash ETF (SOIL), Market Wrap, KPP Newsletter, Investing in Other Markets, Arista Networks, Inc. (ANET), Energy Security Investment Theme: Nuclear Power Gets a Geopolitical Boost, Moog Inc. (MOG-A), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, General Motors Company (GM), Gas Prices, Fastenal Company (FAST), Military Spending and Economic Growth.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Bitcoin steadies around $71K despite geopolitical jitters and macro uncertainty, bolstered by ETF inflows and stablecoin dominance (USDC nearing records). Institutional voices like Druckenmiller highlight crypto's long-term potential, while regulatory lights shine on tokenized assets and Asia licenses. Altcoins outperform modestly—watch Fed cues, oil developments, and continued ETF momentum.Sources:https://decrypt.co (Trump meme, Kraken SPAC, Druckenmiller, crypto ads, Eskom miners, Treasury sanctions)https://www.coindesk.com (BTC consolidation/geopolitics, submarine resilience, XRP gap, Circle overtake, ETF inflows)https://cointelegraph.com (BTC near $74K/bear debate, USDC cap/volume, BlackRock stance, ETH accumulation)https://coinmarketcap.com & https://www.coingecko.com (prices, market cap, movers, dominance) Hosted on Acast. See acast.com/privacy for more information.

In this in-depth podcast, Dr. Jagat Kumar Bhusal (Engineer, Hydrologist, Former Chairperson of the Electricity Tariff Commission, Government of Nepal) and Prabhakar Sharma (Senior Geodetic Engineer and former UN Consultant at UNOWA) break down the complex Nepal border dispute and the geopolitics surrounding Nepal India border issues and Nepal China border tensions. The discussion explores how rivers become international borders, how river boundary disputes emerge when waterways shift naturally, and why the Mahakali river dispute remains central to Nepal's territorial debate. We analyze the Sugali Treaty Nepal signed historically and question whether its interpretation remains logical today. The episode dives deep into the Pancheshwar project Nepal and the Budhigandaki dam controversy, highlighting concerns about water resources, hydrology, electricity generation, and national sovereignty. The experts also explain border pillar shift Nepal cases, the Kalapani Lipulekh dispute, and the Mt Everest China map controversy. A key segment examines why the international community Nepal border issue rarely gains traction globally and what that means for Nepal foreign policy and regional geopolitics. If you want a clear explanation of Nepal river border conflict, Mahakali Treaty implications, and evolving territorial disputes, this episode offers expert insight grounded in engineering, geodetic science, and policy experience. GET CONNECTED WITH Dr. Jagat Kumar Bhusal: LinkedIn- https://np.linkedin.com/in/jagat-k-bhusal-92436733 Quora - https://www.quora.com/profile/Jagat-K-Bhusal  

If you've been checking the news with one eye closed and a stiff drink in hand, you aren't alone. Stephanie Miller dives headfirst into the latest "alternative reality" coming out of the West Wing—specifically, why we're flirting with a conflict in Iran that literally nobody asked for. She breaks down the administration's latest logic-defying maneuvers and examines why the mainstream media seems to be reading from a completely different script than the rest of us. With guests Jody Hamilton, Glenn Kirschner, & Olivia Troye!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Geopolitical uncertainty and a decline in S&P 500 liquidity are prompting institutional investors to hedge against macro risks. How are investors responding to surging volumes and shifting thematic trades? John Flood, head of Americas Equities Execution Services in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Recorded on March 12, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

The increased supply of dollar-backed stablecoins has the potential for wide-ranging impacts, including support for the dollar and an infusion perhaps of demand for US Treasurys. It also is making US banks nervous. Confluence Advisory Director of Market Strategy Bill O'Grady joins Phil Adler to discuss the possibilities and the investment implications.

Retail earnings season just wrapped, and the headlines are telling one story while the data tells another. Consumer sentiment is dismal. Tariffs are squeezing margins. Geopolitical uncertainty looms. Yet average retail revenues grew 7-9% in Q4, and consumers keep spending. How do you reconcile these contradictions? Simeon Siegel, Senior Managing Director at Guggenheim Securities and one of Wall Street's most data-driven retail analysts, cuts through the noise with a simple philosophy: "The first thing I look at is revenues. Because it's very easy to conflate growth rates with revenue sizes."In this episode of The Retail Pilot, Ken sits down with Siegel to dissect what's really happening in retail beyond the sentiment surveys and macro doom-scrolling. From Nike's "dying" $47 billion business to Gap's viral comeback, from the D2C myth to why NPS scores should be banned from boardrooms, Siegel brings his signature contrarian analysis backed by hard numbers. This isn't about feelings—it's about what consumers are actually doing with their wallets, which stocks are positioned to win, and why the retail industry's most cherished beliefs might be leading CEOs astray.In this episode you'll learn:Why consumer spending remains strong despite abysmal consumer sentiment—and what that divergence really meansThe revenue vs. narrative disconnect: How Nike can be "dying" with $47-49 billion in salesWhich retail subsectors are winning and losing in the K-shaped economy (hint: it's a market share story, not a demographic one)Simeon's top stock picks for 2026: Why he's bullish on Nike, TJX, Ross, Birkenstock, Planet Fitness, and CapriThe real impact of tariffs on Q4 earnings: What retailers passed through vs. what they absorbedWhy Gap Inc.'s comeback under Richard Dickson is working—and whether it's sustainable beyond the hypeThe one KPI Simeon wants banned from retail boardrooms: Net Promoter Score (NPS) and why it misleads executivesWhy "D2C is not all it's cracked up to be": The data-driven case for wholesale distributionHow the Iran conflict could impact consumer spending, gas prices, and petroleum-based athleisure costsThe department store survival blueprint: What Macy's, Nordstrom, and off-price retailers are getting rightWhy TJ Maxx's lack of e-commerce is actually an asset for moving premium brand inventory "invisibly"Don't forget to subscribe to The Retail Pilot podcast for more conversations with retail industry leaders and visionaries shaping the future of commerce.If you missed our last episode, where Terry Lundgren (former Macy's CEO) and Jan Rogers Kniffen dissect the Saks Global bankruptcy, predict the future of department stores, and reveal why some retailers will survive while others won't, be sure to tune in.Connect with Ken:-Follow Ken Pilot Ventures on LinkedIn, Instagram, and YouTube.Hosted on Ausha. See ausha.co/privacy-policy for more information.

"I'd just be a little bit careful," says Steven Wieting as he discusses the outperformance of the energy sector amid the ongoing conflict in Iran. He says supply chain issues are holding back oil from its final delivery, which could in turn cause prices to drop. Steven adds historical context to previous global energy crises and the significance of the crude oil trade to the entire international community. However, he adds there could be overlooked opportunities in the market, specifically in health care and software, once the energy situation is resolved.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

With the conflict in the Middle East set to extend into a third week, Derek Halpenny Head of Research Global Markets EMEA & International Securities talks to Andrew Mitola, Director in FX Corporate Risk Solutions in New York about three scenarios for how the conflict unfolds from here and what the implications for the US dollar would be based on potential future moves in crude oil prices. Derek also discusses the central bank reaction function to possible inflation pick-ups and what to expect from the central bank meetings taking place next week. With USD/JPY close to the 160-level is the MoF in Tokyo ready to intervene?

Summary: This episode explores the impact of geopolitical conflicts, particularly in the Middle East, on financial markets. It covers market reactions, historical patterns, and investment strategies during times of volatility, providing valuable insights for investors and financial planners.Hashtags: market volatility, geopolitical risk,investment strategies, Middle East conflict, financial markets, economic impact, market analysis, investment opportunitiesChapters00:00 Introduction and episode overview00:47 The dynamic nature of geopolitical conflicts01:33 Market reactions to conflicts and historical patterns03:40 The 5% of extended conflicts and disruptions04:32 Market trends leading up to conflicts in 202206:29 Range-bound markets and their significance07:49 Market volatility and daily fluctuations09:33 Rotation from large to smaller companies11:28 Technical analysis of current market range13:20 The opportunity within market volatility15:36 Quotes on market volatility and investor mindset18:53 Historical perspective on market reactions to conflicts23:41 Long-term investment strategies during conflicts30:19 Economic implications and future outlook⁠https://retirementlifestyleshow.com/⁠⁠⁠ ⁠⁠⁠https://www.retirewithroshan.com⁠⁠⁠⁠⁠⁠https://www.youtube.com/@retirementlifestyleshow⁠⁠⁠ ⁠⁠⁠https://twitter.com/RoshanLoungani⁠⁠⁠ ⁠⁠⁠https://www.linkedin.com/in/roshanloungani⁠⁠⁠⁠⁠⁠https://www.facebook.com/retirewithroshan⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/adrian-nicholson-74b82b13b⁠⁠⁠  All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional

Geopolitical strategist Jacob Shapiro breaks down the long-term implications of the US-Israel military campaign against Iran. Recorded in the middle of extraordinary oil price swings and a Strait of Hormuz disruption, the conversation moves beyond the daily headlines to explore what this conflict means for the Gulf states' ambitions as global financial hubs, the vulnerability of critical energy chokepoints, and the accelerating shift toward a multipolar world.

Geopolitical strategist Peter Zeihan joins Scott Galloway to discuss the escalating war between the United States, Israel, and Iran – and what it could mean for the global economy. They break down the risk of disruptions to oil supply in the Middle East, why energy markets are on edge, and how the conflict could impact global growth. Peter also explains what the war could mean for China, Europe, and the future of globalization. We're also now live on Substack.Subscribe at profgmedia.com to get ad-free versions of all our podcasts, the full archive of Scott's newsletters, and exclusive content including deep dives, livestream conversations, and subscriber Q&As. Learn more about your ad choices. Visit podcastchoices.com/adchoices

5. Professor Evan Ellis of the US Army War College details the geopolitical struggle over Panama's ports, where an interim contract was awarded to an American-affiliated company after a Chinese-owned operator's lease was ruled unconstitutional. He discusses the Chinese government's retaliation, which includes suspending services and threatening that Panama will pay a "heavy price" for the decision. Ellis also examines migration policies impacting Haitians in the U.S., noting that the removal of Temporary Protected Status (TPS)could return vulnerable people to a nation plagued by violence. (5)1866 PANAMA

Central banks across Asia and globally are being forced into sharp policy rethinks as Middle East conflict drives higher oil prices and reignites inflation fears. The G7 is discussing emergency oil reserve releases while policymakers scramble to balance growth concerns with renewed price pressures.Today's Stocks & Topics: Rogers Communications Inc. (RCI), Watsco, Inc. (WSO), Core & Main, Inc. (CNM), Embraer S.A. (EMBJ), Silver and Precious Metals, Central Bank Pivot: How Geopolitical Chaos is Rewriting Monetary Policy, Petróleo Brasileiro S.A. - Petrobras (PBR), Autodesk, Inc. (ADSK), Northrop Grumman Corporation (NOC), Stagflation.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Pretty much since its inception, the cryptocurrency bitcoin has been compared to gold: There's only so much of it, its value isn't tied to any fiat currency. But gold is a traditional safe haven asset, while bitcoin isn't, necessarily. Gold surged in value when news first spread that the U.S. had attacked Iran. Bitcoin didn't see the same immediate flight to safety. Marketplace's Stephanie Hughes spoke with Gil Luria, head of tech research at D.A. Davidson, about why investors still don't see Bitcoin as a safe haven for their assets.

Pretty much since its inception, the cryptocurrency bitcoin has been compared to gold: There's only so much of it, its value isn't tied to any fiat currency. But gold is a traditional safe haven asset, while bitcoin isn't, necessarily. Gold surged in value when news first spread that the U.S. had attacked Iran. Bitcoin didn't see the same immediate flight to safety. Marketplace's Stephanie Hughes spoke with Gil Luria, head of tech research at D.A. Davidson, about why investors still don't see Bitcoin as a safe haven for their assets.

content typeSolo primary goalEducational summaryThis episode covers the latest trends in crypto markets, regulatory developments, institutional moves, and price updates, providing insights into Bitcoin's consolidation, global liquidity, and the evolving regulatory landscape. keywordsCrypto, Bitcoin, Ethereum, Regulation, Institutional Investment, Market Trends, DeFi, Stablecoins, Crypto Prices key topicsBitcoin consolidation and global liquidityRegulatory developments including SEC, CFTC, FATFInstitutional investments like BlackRock and TetherCrypto price updates and market analysisRisks and opportunities in DeFi and stablecoins guest nameTitlesCrypto Market Update: Bitcoin's Consolidation and Regulatory ShiftsDecoding Crypto Trends: Liquidity, Regulation, and Institutional Moves sound bites"Bitcoin is hovering around 69.8 to 73""BlackRock launches Ethereum spot trust""Thanks for tuning in, happy huddling"Chapters00:00 Introduction and Market Overview00:30 Crypto News and Market Sentiment01:28 Bitcoin's Price Range and Global Liquidity02:27 Market Performance and Macro Risks02:56 Technical Signals and Range Bound Action03:26 Regulatory Developments: SEC, CFTC, FATF03:56 Legal and Security Challenges in Crypto04:23 Institutional Moves: BlackRock, Tether, Crypto Firms05:22 DAO Governance and Structural Challenges06:48 Crypto Prices and Market Summary07:18 Closing Remarks and Market Close resourcesDailyCryptoNews.net - https://dailycryptonews.netGlobal Liquidity and Bitcoin Prediction - https://youtu.be/eDEn_xuIFFY?si=zuv3qrUDniCF1YEvBlackRock iShares Ethereum Trust - https://www.blackrock.comFATF Crypto Guidelines - https://fatf-gafi.orgCrypto Security Warning - Bonk.fun - https://bonk.fun Hosted on Acast. See acast.com/privacy for more information.

Solus' Dan Greenhaus and CIBC's Chris Harvey tell us what the recent developments out of Iran and the big moves in oil could mean for the market in the days and weeks ahead. Plus, Wilfred Frost caught up with U.S. Treasury Secretary Scott Bessent on the strait of Hormuz, the war in Iran and much more. He brings us some of the highlights. And, Morgan Stanley's Chris Toomey is one of the country's top financial advisors tells us how he is advising his clients right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Geopolitical tensions in Iran are pressuring the S&P 500 (SPX), but markets haven't capitulated. Sonali Basak joins Sam Vadas to explain why investors may want to buy selectively, not panic, as oil volatility and higher rates strain consumers and private credit redemptions test firms like Blue Owl (OBDC), Morgan Stanley (MS), and Deutsche Bank (DB).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.What happens when Chris and Shane start digging into the stories behind the market? This conversation goes way beyond charts and indicators. It's about understanding the why behind price movements and how real-world events can turn into trading opportunities.Instead of chasing hype or reacting emotionally to the market, Shane explains the process of building a thesis first. That means looking at global events, commodities cycles, technology shifts, and even everyday trends people might overlook. Once the narrative makes sense, the next step is waiting for the chart to confirm the idea using signals from OVTLYR.One example discussed is the move in fertilizer stocks like Mosaic. Farming demand, soil nutrient depletion after strong harvests, and supply disruptions tied to global tensions all create the type of catalyst that can move a commodity-driven stock. When those factors begin lining up, price action often starts reflecting the story. Along the way, several sectors and companies come up as examples of how these narratives form and evolve.Here are some of the key themes explored in the discussion:✅ Why fertilizer stocks are reacting to supply pressure and seasonal farming demand✅ How fiber-optic tethered drones are shaping a new niche in modern warfare✅ Why photonics and laser communication technology could become a huge narrative going into 2026✅ How companies tied to communications infrastructure are positioning for the future✅ Why sustainable concrete could play a role in the next construction cycle✅ The importance of waiting for confirmation instead of forcing tradesAnother big takeaway from the conversation is discipline. Even when a thesis looks strong, the market can flip quickly. Geopolitical news, economic shifts, or unexpected headlines can change everything overnight. That's why the focus stays on managing risk and letting the market prove the idea first.If you like thinking about the market from a bigger-picture perspective, this breakdown is packed with ideas and insights that can help sharpen the way you approach trading.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Our host, John Przygocki, sits down with ClearBridge Investments' Jeff Schulze to assess the US economic outlook, evolving recession risks, and the market implications of escalating geopolitical tensions. The conversation spans inflation dynamics, the potential impact of oil price increases and Fed policy expectations, while also exploring AI disruption and providing an update on US equity markets.

Bitcoin remains range-bound below $70K as markets await US CPI data and navigate geopolitical risks, while Ripple pushes regulated expansion in Australia and enforcement actions target scams. ETFs show inflows, AI tokens rally, and regulatory scrutiny continues on prediction markets. Prices modestly up across majors—focus on inflation prints and macro cues ahead.Sources:https://www.coindesk.com (BTC price action, Iran uncertainty, Ripple acquisition, Senate bill, central bank previews)https://cointelegraph.com (Arthur Hayes comments, ETF inflows, Bitcoin network milestones)https://decrypt.co (DOJ forfeiture, Ripple license, prediction markets ban)https://coinmarketcap.com & https://www.coingecko.com (prices, market cap, movers) Hosted on Acast. See acast.com/privacy for more information.

In this episode of Gimme Some Truth, we dive deep into the rapidly evolving situation in Iran and its immediate effects on global markets and the economy. Geopolitical events move fast, and while the instinct may be to react, history tells a much more nuanced story about market resilience.We break down the central role of oil prices, the strategic importance of the Strait of Hormuz, and why the U.S. economy's shift toward being an energy exporter changes the math on GDP drag compared to decades past.In this video, we discuss:- Historical Precedents: How markets recovered after the Gulf War, 9/11, and the Russia-Ukraine conflict.- Safe Haven Assets: Why gold, U.S. Treasuries, and the Dollar behave the way they do during uncertainty.- Sector Winners/Losers: A look at defense-related stocks, value stocks, and the potential for an AI value rotation.- The Power of Diversification: Why avoiding recency bias and sticking to a long-term plan is your best defense against volatility.Protect your portfolio from emotional decision-making. Watch until the end to hear our outlook on the "Soft Landing" and why leaning on professional advice is critical during times of war.

Interview recorded - 10th of March, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Rick Rule. Rick is the Former President & CEO of Sprott U.S. Holdings with decades of experience in the commodities business, proprietor of Rule Investment Media and Co-Founder of Battle Bank.During our conversation we spoke about the geopolitical situation, impact on oil and gas, how this could impact other commodities, Copper, precious metals, what is unloved and more. I hope you enjoy!0:00 - Introduction2:03 - Geopolitical situation7:40 - Oil stocks11:12 - Trimming high performing stocks13:06 - Copper17:45 - Precious metals23:11 - Miners24:18 - Silver speculation26:57 - Disconnect between physical and paper28:16 - What is unloved?29:20 - Cautious or optimistic?30:35 - One message to takeaway?Rick began his career 47 years ago in 1974 in the securities business and has been involved in it ever since. He is known for his expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water. In 1990, Rick founded the business now known as Sprott US Holdings” merging in into Sprott Inc. ( SII) in 2011. He retired from Sprott Inc., in 2021, and resigned from the board of directors in 2023, but remains Sprott's largest shareholder. IMr. Rule is a sought-after speaker at industry conferences, and a frequent contributor to numerous media outlets including CNBC, Fox Business News and BNN. Mr. Rule is actively engaged in private placement markets, through originating and participating in hundreds of debt and equity transactions.Rick Rule - Twitter - https://twitter.com/RealRickRuleLinkedIn - https://www.linkedin.com/in/rick-rule-1058921a/Website - https://ruleinvestmentmedia.com/Seminar - https://opptravel.zohobackstage.com/TheRuleSymposiumonNaturalResourceInvesting2024#/?affl=WTFinanceWTFinance -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

Recording date: 7th March 2026Olive Resource Capital is off to a strong start in 2026, with the fund up approximately 25% year-to-date following an exceptional 160% return in 2025. The gains have been driven primarily by precious metals holdings, including positions in Omai, Arizona Sonoran, and West Point Gold. Two major portfolio exits have recently validated the fund's investment approach, even as geopolitical tensions introduce near-term volatility.The fund's most significant development was the acquisition of Arizona Sonoran by Hudbay, announced during PDAC week in an all-stock deal valuing Arizona Sonoran at approximately $9.35 per share. Olive had followed the company since its private-stage days, building its position opportunistically over time. Management at Arizona Sonoran executed on every stated objective — maximising the resource and resolving the complex Nuton joint venture — ultimately clearing the path for Hudbay's offer and delivering a substantial multiple on the fund's cost basis.The second exit involved Sailfish Royalties, where Olive realised approximately 4x returns after the company sold its Spring Valley royalty asset. With initial purchases around $1.00 per share and the stock trading near $4.40 following the announcement, the position generated roughly 400% returns over two years — a strong outcome for a lower-risk royalty investment.The annual PDAC mining conference in Toronto drew approximately 42,000 registrants, an all-time high well above the historical range of 20,000–30,000. Beyond the headline numbers, fund managers Samuel Pelaez and Derek Macpherson noted the quality of emerging deal flow: genuinely new companies, freshly acquired projects, and existing stories advanced meaningfully by new exploration results — not simply recycled ideas repackaged for a stronger market.Recent military actions involving the United States, Israel, and Iran, combined with softer economic data from China and the U.S., have triggered a flight to liquidity that pulled mining equities down 10–15% across some positions. The fund had proactively raised cash ahead of the weakness using seasonal trading models and currently holds approximately 10% in cash, which it plans to deploy opportunistically into pullbacks.Despite near-term uncertainty, Olive maintains a positive full-year outlook, anticipating a potential rotation into copper later in 2026 as commodity leadership evolves and actively searching for a replacement copper name following Arizona Sonoran's sale.Sign up for Crux Investor: https://cruxinvestor.com

Got a question or comment? Message us here!Geopolitical tensions are rising ... and cyber threats aren't far behind. In this episode of the #SOCBrief, we break down the escalating U.S.-Iran conflict, the potential cyber retaliation from Iranian threat actors, and the steps SOC teams can take now to stay ahead of attacks and protect critical systems.Support the showWatch full episodes at youtube.com/@aliascybersecurity.Listen on Apple Podcasts, Spotify and anywhere you get your podcasts.

Host Elizaveta Gridneva sits down with Heejung Kim, Managing Director at Direxion, to unpack a dramatic week in the Korean market as geopolitical tensions and oil shocks trigger massive swings in the Kospi. They also explore Korea's unique retail investor culture, the outsized role of semiconductor giants, and whether China's slower growth outlook matters in a world focused on bigger global risks.

The Strait of Hormuz is the tiny bottleneck that could destabilize the global economy. As a critical passageway for crude oil, natural gas, and critical inputs for fertilizer, computer chips, and plastic, this small stretch of water is a tiny chokepoint for global trade, and the war in Iran has all but shut it down. What does this mean for the U.S. economy and other countries around the world?  Geopolitical analyst Rachel Ziemba joins the show to discuss. Subscribe to our YouTube channel here: https://www.youtube.com/@PlainEnglishwithDerekThompson If you have questions, observations, or ideas for future episodes, email us at PlainEnglish@Spotify.com. Host: Derek Thompson Guest: Rachel Ziemba Producer: Devon Baroldi Learn more about your ad choices. Visit podcastchoices.com/adchoices

Phil Rosen goes Inside the ICE House to unpack energy's surge as AI growth and Middle East tensions fuel a double‑catalyst rally. He outlines why investors view the sector as both a momentum play and a hedge in a volatile market. Rosen also notes standout performances as a surprising sign of resilience. With the Fed approaching its next meeting, he says rising oil may reshape the path for rate cuts.

Energy volatility. Geopolitical tension. Shifting crude markets. If you're trying to make sense of how these forces are reshaping the chemical industry, this SmartAcids™ Podcast episode is one that you won't want to miss.In our latest conversation, hosts Andy Erickson and Chris Ernst sit down with Bill Groel, Sr. Director of Product Marketing Management at Univar Solutions, to break down what's really happening across global crude and hydrocarbons — and how those trends are already influencing chemical supply, pricing, and downstream demand.Bill brings sharp, real‑world perspectives making this an invaluable listen for anyone navigating today's market uncertainty. Watch the episode now and subscribe to the podcast to stay ahead of market insightsSmart Acids™ is the source for product insights and current market moves related to chemical and specialty ingredient distribution—breaking it all down one boron at a time. Join hosts Andy Erickson and Chris Ernst for straightforward and honest chat that speaks to the why behind pricing and supply, delivered in a smart, fun and entertaining way. Smart Acids is the winner of a B2 Silver Award, a top national recognition among leading global brands and marketers in B2B.About the hosts: Andy Erickson, senior director of product marketing for essential chemicals, and Chris Ernst, senior director of product marketing for solvents, converse with guests from chemistry and specialty ingredient backgrounds who are keyed in to manufacturing and markets across industries.Univar Solutions is a leading global specialty chemical and ingredient distributor representing a premier portfolio from the world's leading producers, and helping to keep communities healthy, fed, clean and safe. With the industry's largest private transportation fleet and technical sales force, unparalleled logistics know-how, deep market and regulatory knowledge, formulation and recipe development, and leading digital tools, we offer tailored solutions and value-added services to a wide range of markets, industries and applications.

An accelerating geopolitical transition is rewriting the rules of cross‑border trade, finance, and digital connectivity — and the evolving conflict in the Middle East is intensifying risks for businesses worldwide. In this episode of Risk in Context, Marsh's Angela Duca, Christopher Coppock, and Stuart James unpack key findings from the Political Risk Report 2026*, outline practical steps to manage people, operational, insurance, and financial exposures, and discuss actions that leaders can take to protect their organizations. You can access a transcript of the episode here. Read Marsh's Political Risk Report 2026. For more insights and insurance and risk management solutions, follow Marsh Risk on LinkedIn and X and visit marsh.com.   *The Political Risk Report 2026 was completed prior to the recent escalation of conflict in the Middle East. While the global insights and analysis contained within remain relevant, they do not reflect the latest developments in the region. Marsh is actively monitoring the situation and its potential impact. Please reach out to your Marsh representative for any insights or support required.

After the US and Israel attacked Iran, Tehran's strategy of asymmetric warfare is clear: it closed the Strait of Hormuz and is attacking energy infrastructure in the Persian Gulf, causing global oil and natural gas prices to skyrocket, crashing stock markets, fueling inflation, and provoking an economic crisis that will hurt the USA and its allies. The conflict has also become a battle of attrition. Iran is using cheap missiles and drones to deplete the defense interceptors of neighboring countries, which will be very difficult to replace, due to deindustrialization, despite Trump administration efforts to boost production. Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=yAc9mgZrE6E Topics 0:00 Iran conflict becomes war of attrition 1:10 US strategy: "punch them while they're down" 1:45 US military vs Iranian military 2:25 Asymmetric warfare 3:30 Decentralized mosaic defense doctrine 4:13 Guerrilla economic warfare 5:08 Oil price skyrockets to over $100 5:30 Strait of Hormuz closed 6:00 Energy infrastructure hit in Persian Gulf 7:19 Economic crisis on horizon 7:54 Trump: it's a "small price to pay" 8:46 Inflation fuels inequality 9:47 US midterm election coming soon 10:46 Donald Trump's approval rating 11:08 Fertilizer supply chain breakdown 11:28 Food price shock 12:33 Dubai airport shut down 12:54 Gulf monarchy reputation crisis 14:06 Iranian drones vs expensive missiles 15:15 Iran's Shahed 136 drone 16:56 Missile math in asymmetric war 18:47 Military-industrial complex profits 19:24 Gulf runs out of interceptor missiles 20:29 USA prioritizes Israel over GCC 23:26 What does victory look like? 25:25 US allies need more munitions 26:25 Deindustrialization 28:08 Trump meets with weapons CEOs 29:16 Corruption in Pentagon 30:49 Wall Street wins 31:45 US empire underestimates rivals 32:28 Iran destroys radar system 33:07 Iran hits energy infrastructure 33:32 Hotels hosting US military officials 34:54 US military uses civilian ports 36:10 Gulf monarchies are not neutral 37:08 Top oil producers, by country 37:35 Top oil exporters, by country 38:24 Top natural gas producers 38:39 Top LNG exporters 39:11 Strait of Hormuz alternatives 40:10 Saudi alternative oil pipeline 41:11 Iraq and Kurdish fighters 42:31 Insurance companies avoid region 43:13 Trump Hormuz US Navy proposal 44:15 China in talks with Iran 44:58 Asia imports most Gulf energy 45:38 China stockpiles commodities 47:58 China renewable energy strategy 49:23 India wants Russian oil 49:57 India's ties with USA & Israel 51:39 South Korea hurt by oil crisis 52:12 Europe faces new inflation shock 52:39 EU wants Russian oil 53:17 Ukraine backs Gulf dictatorships 54:08 Geopolitical reality 54:53 Gulf monarchy propaganda 56:00 Foreign nationals in GCC countries 56:34 Migrant workers in Persian Gulf 58:32 Asymmetric warfare results 59:59 End of "strategic patience" doctrine 1:00:55 Supreme leader Mojtaba Khamenei 1:01:57 Nuclear weapons 1:03:29 Clear losers of Iran war 1:04:42 Outro

Calvin Froedge on the podcast. Not much more needs to be said here. We chatted: > Iran> Shipping> Commodities> Nickels> Chemicals> Food> War> Inflation> BooksAnd more. This podcast is for those that love commodities, politics, free-thinkers, and no bullshit discourse. By the way, if you loved this episode, consider joining our Macro Ops Collective. We have the sharpest group of traders on the internet, constantly sharing ideas, sharpening our minds, and becoming better traders every day. If you're interested in learning about our Trifecta Lens approach to markets, click here to join: https://macro-ops.com/sign-up/

Welcome back to #WithSONAR! In this episode we're walking through our new Geopolitical Alerts, designed to give leadership teams immediate visibility into emerging global risks and their downstream freight implications. Available directly inside the Executive Dashboard, Geopolitical Alerts provide: A concise summary of developing global events Clear directional implications for freight markets Direct links to relevant SONAR dashboards for real-time monitoring You'll see how to connect global disruption to actionable transportation indicators, including:

Markets confront rising volatility as oil surges and tensions around the Strait of Hormuz threaten global energy supply. Plus, strategists debate how long markets can absorb $100 oil and whether geopolitics could reignite inflation risks. And later, Anthony Pompliano argues Bitcoin is emerging as global financial insurance while warning the bigger economic threat may be deflation driven by AI, tariffs, and robotics. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bitcoin's volatility and following slump doesn't change Samir Kerbage's crypto bull case. He calls Bitcoin an "emerging store of value" akin to "digital gold" that will gain traction as institutions buy in. GSR's Andy Baehr adds that he likes how Bitcoin has shown resiliency in the recent bout of geopolitical volatility. He outlines the path ahead he sees for the cryptocurrency. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Alex Krainer is a Croatian-born market analyst, author, and former hedge fund manager based in Monaco. Coming of age in socialist Yugoslavia, Krainer's unconventional path took him from serving in Croatia's war of independence to becoming one of the few fund managers to generate positive returns (+27-percent) during the 2008 financial crisis. He founded his own investment management firm in 2007 and later joined Altana Wealth, where he developed systematic portfolio allocation strategies bridging technology and finance. Krainer is the author of Mastering Uncertainty in Commodities Trading"(ranked #1 by Financial-Expert.co.uk), The Grand Deception, and Alex Krainer's Trend Following Bible. A sought-after voice on geopolitics, commodities markets, and global finance, he publishes regular market analysis through TrendCompass and his Substack, offering sharp, unconventional insights shaped by his unique background navigating both socialist regimes and Western financial markets. The KunstlerCast theme music is the beautiful Two Rivers Waltz written and performed by Larry Unger

Unleashed! The Political News Hour with Bruce Robertson – China's geopolitical blueprint for global dominance under the Belt and Road agenda has been to gain influence in certain regions while using minerals, natural resources, and oil traded in Yuan instead of dollars to create its own global currency basis. Around 90% of Iranian oil exports have been going to China, because due to...

Jacob Shapiro is a geopolitical analyst who provides strategic guidance to families, investors, and corporations. He is a global thought leader in the area of geopolitics and its impact on everything from global markets to supply chains. You can find his Substack at https://substack.com/@jashap, his personal podcast at here (Apple) or here (Spotify), or you can follow Geopolitical Cousins here (Apple) or here (Spotify). Hope y'all enjoy!Sponsorship InformationThank you to ⁠⁠⁠⁠⁠Trata⁠⁠⁠⁠⁠ for sponsoring the show.If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to ⁠⁠⁠⁠⁠trytrata.com/brew⁠⁠⁠⁠⁠ OG Sponsor Shoutout!Thank you to ⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠ for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠ is the complete modern data terminal for global equities.The ⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. And unlike legacy data terminals where it can take hours or even days, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠'s data is updated within minutes of earnings reports. ⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠ also tracks all the company-specific Segment & KPI data so you don't have to. Like to track Amazon's Cloud Revenue? They've got it.How about Spotify's premium subscribers? Or Google's quarterly paid clicks?They've got all of it.

On the morning of February 28, 2026, the US and Israel bombed several parts of Iran, including the Tehran compound of Supreme Leader Ali Khamenei. Geopolitical expert and Eurasia Group founder Ian Bremmer breaks down why US President Donald Trump made the decision to strike, what it means for hopes of “regime change” and the key details you need to know about this perilous moment in global history. (This interview, hosted by TED's Helen Walters, was recorded on February 28, 2026.)Learn more about our flagship conference happening this April at attend.ted.com/podcast Hosted on Acast. See acast.com/privacy for more information.

The U.S. is in its third day of war with Iran, prompting inevitable warnings of another Iraq-style quagmire. But is that the right historical analogy? Long-time national security reporter  Eli Lake (The Free Press) joins Mike to explain why this air-only regime decapitation strategy is completely unprecedented in modern warfare. They break down the dangerous math of missile defense, the race to secure Iran's nuclear material, and why this is Trump's ultimate foreign policy gamble. Produced by Corey Wara Video and Social Media by Geoff Craig Do you have questions or comments, or just want to say hello? Email us at ⁠⁠⁠⁠thegist@mikepesca.com For full Pesca content and updates, check out our website at https://www.mikepesca.com/⁠ For ad-free content or to become a Pesca Plus subscriber, check out ⁠⁠⁠⁠https://subscribe.mikepesca.com/ For Mike's daily takes on Substack, subscribe to The Gist List https://mikepesca.substack.com/ Follow us on Social Media:⁠⁠⁠⁠ YouTube https://www.youtube.com/channel/UC4_bh0wHgk2YfpKf4rg40_g⁠⁠⁠⁠ Instagram https://www.instagram.com/pescagist/ X https://x.com/pescami TikTok https://www.tiktok.com/@pescagist To advertise on the show, contact ⁠⁠⁠⁠ad-sales@libsyn.com⁠⁠⁠⁠ or visit ⁠⁠⁠⁠https://advertising.libsyn.com/TheGist