Podcasts about geopolitical

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

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

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

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

Jun 23, 2026 – Global fintech expert Rich Turrin discusses the US government's ban on Anthropic's advanced AI models and its broader geopolitical impact. He explains how these restrictions disrupt global access, push international businesses...

Is the world witnessing a geopolitical shift unlike anything in modern history? Could the escalating tensions involving Iran, Israel, and the Middle East be connected to a much larger prophetic timeline? In this compelling conversation, Larry Ballard joins Michael Jaco to discuss what he believes is a message from God for this pivotal moment in history and how today's rapidly changing geopolitical landscape may align with biblical prophecy. Larry examines the growing influence of Iran, the realignment of global powers, and the spiritual significance of events unfolding across the Middle East. Together, he and Michael explore how faith, prophecy, and current world events may be converging in ways that could reshape nations and prepare the world for what lies ahead. The discussion explores biblical prophecy, the spiritual battle taking place behind today's headlines, Israel's role in the region, shifting international alliances, and why many believe humanity is entering one of the most significant periods in modern history. Rather than responding with fear, Larry encourages viewers to seek God's wisdom, remain grounded in Scripture, and recognize the importance of spiritual discernment during these uncertain times. His message is ultimately one of hope, preparation, and trusting God's plan as the world continues to change at an unprecedented pace. If you're interested in biblical prophecy, geopolitics, current events, the Middle East, or understanding how today's headlines may fit into a larger spiritual picture, this is a conversation you won't want to miss.

Today, amid cost inflation, geopolitical conflict, and an ever-changing global business landscape we are staring down a massive shift in corporate sustainability and it's starting to prompt some pretty big questions.  Does navigating the triple threat of media, politics, and boardroom backlash mean we need to change the playbook? In this episode Lou is joined by Mark Lancelot from Better Business Design. Together, they unpack how the traditional role of the Chief Sustainability Officer is changing to survive, and how we might reshape the narrative around sustainability and circular economy goals to land positively in our global boardrooms. Find out more about our work here: www.ellenmacarthurfoundation.org Follow us online on these channels: Instagram: http://instagram.com/EllenMacArthurFoundation LinkedIn: https://www.linkedin.com/company/ellen-macarthur-foundation/ Website: http://www.ellenmacarthurfoundation.org

As conflict in the Middle East, Russia's war in Ukraine and growing strategic competition between the U.S. and China continue to reshape the global landscape, business leaders are confronting a more volatile and fragmented operating environment. In this episode of Teneo Insights, Kevin Kajiwara is joined by Sir Richard Moore, former Chief of MI6 and Teneo Senior Advisor, to examine how shifting geopolitical dynamics, emerging technologies and evolving security threats are changing the way governments and companies assess risk. They explore how these trends are redefining the relationship between geopolitics, national security and business, and what leaders should be watching as the global risk landscape continues to evolve.

The Federal Reserve's latest policy shift under new governor chair Kevin Warsh marks a significant regime change for global markets. With the dot plot revealing two potential rate hikes and a shift away from forward-looking guidance, investors face heightened market uncertainty across stocks, crypto, and real estate. This discussion cuts through the media noise to analyze macro data points, including the geopolitical resolution with Iran, falling energy prices, and the approaching $930 billion commercial debt maturity wall. While mainstream capital retreats to the stock market, sophisticated investors recognize that slow, stale, and sideways markets offer generational opportunities. This episode explains the math behind negative leverage, the critical role of the 10-year Treasury note, and why the absolute best real estate deals are historically secured before rate cuts occur, not after. Discover how to build defensive buffers into your underwriting parameters to transform macroeconomic headwinds into asymmetric long-term wealth. KEY TOPICS DISCUSSEDMacroeconomic analysis of Fed Chair Kevin Warsh's first FOMC meeting and monetary policy adjustments Geopolitical implications of the US-Iran memorandum of understanding and its impact on global crude oil volatility Understanding the "Fed Trap" and balancing the risks of reigniting inflation versus fracturing economic growth Technical evaluation of the 10-year Treasury note as the foundational gravitational force for commercial lending benchmarks Financial underwriting frameworks for identifying and avoiding negative leverage in a 6% to 7% interest rate environment Strategic management of the upcoming $930 billion maturing commercial real estate debt wall Asset allocation rotation from overvalued equity sectors into distressed, undervalued real estate opportunities KEY TAKEAWAYSLock in your real estate opportunities before the Federal Reserve cuts interest rates. Historically, the most profitable assets are acquired when market sentiment is deeply depressed and capital sits passively on the sidelines. Treat the Federal Reserve's policy decisions as macroeconomic weather rather than an absolute indicator of deal viability. Successful investing relies on strict individual deal underwriting rather than relying on central bank rescue parameters. Address floating-rate debt maturities 12 to 18 months in advance. Initiating proactive refinancing and restructuring conversations with lenders prevents forced liquidations when interest rate environments shift. Implement structural buffers of 50 to 100 basis points above current market rates when modeling new investments. Ensuring a deal cash-flows under restrictive conditions turns future monetary easing into pure financial upside. Monitor the 10-year Treasury note on a weekly basis to filter out short-term market noise. A sustained technical break below the 4% threshold serves as the primary signal that institutional debt conditions are turning positive. CONNECT & TAKE ACTIONSchedule a professional portfolio review with Ryan's team: Text "X-ray" to 844-447-1555 Build steady mailbox money with the Imagos Income Fund: Text "income" to 844-447-1555 Join the exclusive newsletter for unfiltered market insights: Text "WIB" to 844-447-1555 Access institutional investor resources and trackers: thewiseinvestorvault.com Gain direct access to accredited private placement deal flow: Text "deals" to 844-447-1555 Review comprehensive media notes and digital resources: millionairemindcast.com Connect directly with Matty A on corporate social channels: @officialmattya

Trump Failure in Iran | Modi's Amazing Diplomacy | Change in Geopolitical | Vibhuti Jha, PR Shankar

Markets finished the week higher despite a surprisingly hawkish Federal Reserve. Investors welcomed the interim U.S.-Iran peace agreement and lower oil prices while continuing to assess the outlook for interest rates and economic growth.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Lord Heseltine tells the story of the birth of the European Space Agency. Why post-Apollo, when the US was spending £1.2 billion a year on space, the whole of Europe was spending just £200 million. Why the birth of ESA was driven by the self-interest of three major countries. Why the US general with a $29 billion budget for the Star Wars project wanted to invest in Heriot-Watt University in Edinburgh. Why, the idea that Britain could compete alone with the technologies that were accumulated and available to the American capitalist system was “simply laughable”. Why “being European is not selling out British interests”. And why Margaret Thatcher told him: “If you want to get on and put your budget into this, you can, but you're not getting any of mine." Join Alice and Lord Heseltine as they pick apart the negotiating contrivances and the wheeling and dealing to circumnavigate “turkeys not voting for Christmas” that ultimately put European space on the map.Contributors:Alice Bunn, President of UKspace Dr Alice Bunn OBE FIMechE FRAeS CEng | LinkedInUKspace: Overview | LinkedIn Lord Heseltine, Member of the House of LordsKey topics covered:Creation of the European Space Agency (ESA)US "Star Wars" program and brain drainGeopolitical case for European R&D collaborationImpact of Brexit on science and technology Hosted on Acast. See acast.com/privacy for more information.

On the Science pod, we've been covering a lot of the ground on how AI is revolutionizing STEM, but one of our favorite off the record topics since our launch is which field is harder to accelerate: math, bio, or physics? Today we're back in Materials Science land with Radical — Unlike biological molecules that can be represented (and predicted!) by token strings, the success of materials involve many more macro complex variables like supply chains, microstructures, and manufacturing processes. If you recall the LK99 drama of 2023, while the basic ingredients were known, part of the confusion came from the lack of disclosure around manufacturing, and therefore defeated reproducibility. There is probably no "one-shot" model capable of designing a material that works perfectly at scale.How Radical is accelerating materials discovery >10x the pace of DARPA/GE MACHJoseph Krause is a materials scientist through and through. And after spending his career watching industries stall out waiting for better materials, he founded Radical AI to do something about it.We recently sat down with Joseph to talk about Radical AI, materials discovery, self-driving labs, and the future of AI science. Joseph did not sugar coat anything: accelerating the materials discovery pipeline is a hard problem. But it's one that he strongly believes we need to invest in, for the future of consumer products, aerospace, computing, and defense, and get them into every day use:“We count it as a discovery when you pick up your phone and there's a new material sitting inside of it.”How does Joseph plan on accelerating the rate of discovery? To understand this, it's important to understand why this is such a hard problem in the first place. The first thing to keep in mind is that the material that is manufactured is far more than a chemical formula going into it. The process of mixing, annealing, growing, or generating the final material can result in wildly different outcomes. The entire materials discovery process, both from early discovery to large scale manufacturing, needs to be understood and characterized.The Self-Driving LabThis philosophy has grown into a key insight at Radical AI: The construction of the self-driving lab. This lab is one that is not just automated, but in fact uses an “AI scientist” that combines scientific knowledge, computational techniques, and human intuition to generate and test hypotheses in an automated lab. Creating an AI scientist was key to making Radical's self-driving labs work, since Joseph argues that no single AI model can one-shot materials.“In materials, the ground truth is the material itself. You have to be able to test it and characterize it.”Joseph talked at length about the self-driving labs at Radical. Joseph argues that experimental data is the true “moat” in this industry. An SDL functions as a closed-loop system where an AI scientist generates hypotheses, and automated robotics synthesize and characterize materials, running research campaigns in parallel rather than serially. The successes here were both on the automation side and on the science side. Radical has managed to scale their alloy discovery pipeline up to producing and characterizing 1200 alloys in six months — this nearly 10x speedup over the DARPA/GE MACH program that aimed to create 500 new alloys in a year. Joseph claims they can scale this up even more and estimates they can produce a hundred new alloys tested and characterized in a day. A truly new paradigm in high-throughput alloy experimentation.On the science side, their AI scientist proposed and tested 300 new materials, ten of which were found to have novel state-of-the-art properties that are already being further developed for commercial applications. The robustness of this first materials campaign reinforces Joseph's claim that the moat is the lab and data.“It's moved into elemental families or alloy families no one has ever published on before.”Interestingly, Radical's AI scientist has made some novel discoveries, expanding into elements that just were not explored prior. This is fascinating from a scientific perspective, but it's also important for helping reduce supply chain bottlenecks for vital industries!Joseph spent a lot of time in D.C. before founding Radical, and he's clear-eyed about the competitive threat. China's centralized model lets it stand up manufacturing hubs and immediately scale new materials from lab to production. We can't replicate that, and Joseph is very clear we shouldn't try. But we do need an answer. For Joseph, that means transforming the scientific workforce, investing in self-driving lab infrastructure at the national lab level, and leaning hard into public-private partnerships.“Now imagine every scientist in the United States doing 10 times the research output. That's fundamental. That just changes the trajectory of discovery.”Before we close, we'd like to give a shout out to Joseph and Radical for publishing and open sourcing much of their internal tooling pipeline. This includes:* TorchSim (preprint, blog): an open-source PyTorch-based MD simulation framework, which has been spun off into its own non-profit.* MATRIX/MATRIX-PT (preprint, blog): An open-source dataset for benchmarking autonomous self-driving labs (MATRIX), along with with an open source model based upon this dataset (MATRIX-PT). We could talk about this extensively, but a fun data point is that improving reasoning in the area of materials also improved reasoning for biological systems! This is a truly unexpected result.Big shout-out to the Radical team for sharing their work!Materials discovery has been stuck on a 20–30 year timeline for generations. Joseph thinks that's about to change, and Radical AI is putting that thesis to the test in the lab, one sample at a time.We had a great time talking with Joseph. We hope you give it a listen!Timestamps* 0:00 Introduction to the challenges of AI in material science* 0:52 Welcome and introduction to Joseph Krause and Radical AI* 1:38 Why Radical AI is different: The focus on experimental data and Self-Driving Labs (SDLs)* 6:19 The process: Candidate generation, synthesis, and characterization* 11:05 The application of exotic alloys in extreme environments (aerospace and defense)* 13:20 Barriers to entry: The slow process of qualification and manufacturing* 16:06 Supply chain constraints in material science* 19:24 Human-in-the-loop: Training the AI using scientific intuition* 20:35 The engineering challenges of automating a laboratory* 23:17 Defining the “Self-Driving Lab”: Research campaigns vs. just automation* 24:39 Mechanical challenges: Handling high-temperature samples* 27:41 Future scaling plans and the “Vertical Integration” strategy* 30:08 Validation timelines for high-tech industries (semiconductors, aerospace)* 31:47 The active learning loop and handling “negative results”* 35:32 AI exploring elemental families beyond human bias* 39:13 Throughput targets and the difference between AI and human exploration* 43:52 Why the dataset size is less critical than the quality of experimental feedback* 46:20 Addressing the lack of an “AlphaFold” for materials* 53:49 War stories from the lab: Building the infrastructure* 58:12 The shift in industry sentiment toward SDLs and tool interfaces* 1:01:14 Geopolitical considerations and the race in material science innovation* 1:06:12 Calls to action for ML and AI engineers: Rethinking the scientific stack* 1:09:53 The Matrix model and using VLM for scientific knowledge extraction* 1:13:10 Why Radical AI is open-sourcing their work This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.latent.space/subscribe

It was my pleasure to speak to George Osborn, expert on video games, about how this artform, which is used by over 3 billion people worldwide, has been weaponised and exploited by extremists, populists and authoritarians. I confess to knowing nothing about video games, but found this whole subject fascinating and I hope you do too. If you would like to support this podcast please consider taking out a paid subscription to my Substack arthursnell.substack.com or if you don't want the hassle of a subscription you can buy me a coffee! ko-fi.com/snellarthur If you want to buy any of the books talked about in this show, please support independent bookshops by using Bookshop.org with this link: ⁠https://uk.bookshop.org/shop/behindthelines⁠ Thanks! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Fraser Howie and Gordon Chang describe the Iran deal as a "repackaging of failure" and a humiliation for America. Markets are experiencing a relief rally due to AI and stabilizing oil prices, but fail to price in geopolitical damage. Allies now view the U.S. as an unreliable partner. (8)1935

Derren Geiger - CEO of Cornerstone Acquisition & Management returns to the podcast to breakdown the global macro scene and it's impact on the oil & gas minerals and nonop space. In particular, Derren opines on the status quo of the Petro Dollar, waning demand for US Treasuries, and the trickle-down effect of the Ukraine and Iran Wars on globally traded commodities.**Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice. A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tokenized Energy: If you are interested in allocating capital to oil & gas minerals, royalties, and nonop assets in order to earn digital mailbox money, then visit www.tokenizedenergy.com or download the Tokenized Energy app for your Apple or Android phone.--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Farmers National Company: For more information onFarmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

A CMO Confidential Interview with Dr. David Bray, Distinguished Fellow and Chair of the Accelerator with the Alfred Lee Loomis Innovation Council and bipartisan advisor on cyber, space, AI as well as countering terrorism, inauthentic information campaigns, and bioterrorism. David shares thoughts on why geopolitics have become so important so quickly, the universal breakdown in trust, how anxiety fuels anger, which fuels grievance, and how business leaders might adjust to all of this.Key topics include: - Why geopolitical and tech issues should be added to the "risk management committee"- The need for contingency planning and directional decision-making - How anyone is now the equivalent of a 1970's cold war spy- Why "getting better at discernment" is critical. Tune in to hear about "responsible heretics" and how a high school science project resulted in a South American assignment for a 17-year old.⏱️ Chapters1:12: Introducing Dr. David Bray1:39: Why Business Leaders Should Care About Geopolitics2:33: Mapping the Ripple Effects of Technological Revolutions4:47: Historical Context: 1890s Polarization and Yellow Journalism7:01: Societal Anxiety, Governance, and the Path to Anarchy9:10: Impact on Global Supply Chains and Geopolitical Uncertainty12:25: The Complexity of Microprocessors and Hardware Risks14:10: Upgrading the Board: Risk Management for Tech and Geopolitics16:21: Pressures on the C-Suite and Decision-Making with Incomplete Information18:06: Marketing in a Volatile Landscape: Early Signal Networks20:07: The Role of the “Responsible Heretic” in Avoiding Groupthink23:29: Managing Super-Empowered Employees and Information Capabilities25:16: Disinformation Strategy: From Operation Denver to Modern Bots27:56: Balancing Principles, Ethics, and Global Competitiveness29:07: Preparing for the Future: Data Reassessment and the Art of Discernment31:43: Strategic Headspace: Establishing Pivot Options33:11: Predictions for 2026: AI Pushback and Conflict De-escalation34:03: Funniest Story: The South American Science Fair Mosh Pit35:51: Practical Advice: Leadership vs. Management Expectations36:07: Final Takeaways and Closing RemarksThis episode is sponsored by Typeface - the agentic AI marketing platform that turns one idea into thousands of on-brand assets. Learn more: typeface.ai/cmo. Subscribe for weekly episodes featuring world-class marketing leaders, board members, and C-Suite executives.#CMOConfidential, #MarketingLeadership, #BrandStrategy, #CorporateActivism, #MarketingStrategy, #CMO, #AIinMarketing, #ExecutiveLeadership, #BrandReputation, #ConsumerTrust, #DigitalMarketing, #MarketingInsights, #ThoughtLeadership, #BusinessStrategy, #CustomerCentricSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Trade wars, resource shortages, and the AI-driven scramble for critical minerals are exposing the fragility of our current economy.  And for businesses still operating on a linear model, the vulnerabilities are becoming impossible to ignore. The global economy isn't just being disrupted, it's being restructured.  In this episode, Seb is joined by Julia Binder, Professor of Transformation at IMD Business School, and Manuel Braun, entrepreneur and co-author of The Circular Business Revolution, to explore why circularity has moved from the sustainability agenda to the boardroom. They discuss: Why today's disruptions are structural, not episodic, and what that means for supply chains How the circular economy offers a direct answer to resource dependency and geopolitical risk The shift from an impact case to a business case, and how to have that conversation with your CFO What companies like Hilti are doing differently, and what executives can act on tomorrow Mentioned in this episode: IMD circular value creation courses for leaders: https://www.imd.org/sustainability/cvce/creating-value-circular-economy/ Material Advantage: How circular strategies drive business value: https://www.imd.org/ibyimd/innovation/material-advantage-how-circular-strategies-drive-business-value/ Circular Business Revolution book: https://www.imd.org/research-knowledge/books/the-circular-business-revolution/ Startup landscape: https://www.circular-republic.org/insights/circular-startup-landscape-2026 Follow us online on these channels:  Instagram: http://instagram.com/EllenMacArthurFoundation  LinkedIn: https://www.linkedin.com/company/ellen-macarthur-foundation/  Website: http://www.ellenmacarthurfoundation.org

As the G7 summit kicks off today in Évian-les-Bains, we assess how France is shaping the agenda. Plus: we discuss the results of the immigration referendum in Switzerland and visit the Musée Yves Saint Laurent.See omnystudio.com/listener for privacy information.

Food truck-y dealSome excellent cover songs…and others not so muchThings song needs a keyboardBrandon is on his own summer reading programOther random sci-fi booksgeopolitical hegemony Monroe Doctrine: https://www.archives.gov/milestone-documents/monroe-doctrine Chapters 7, 8, 9 of Ender's GameBrandon's HaikuA row of marqueesScents blending enticinglyHow is one to chooseCheck out our other episodes: ohbrotherpodcast.comFollow us on InstagramCheck us out on Youtube

With international crowds descending on Mexico for the World Cup, a deadly CJNG ambush on law enforcement exposes the critical security volatility of the region. This episode breaks down the immediate tactical threats, territorial dynamics, and situational risks facing travelers and locals amidst escalating cartel warfare. Learn how to analyze high-risk environments and understand the operational realities of asymmetric threats during massive global events.

In this Future Leaders edition of the Beyond the Benchmark podcast (recorded as of early June 2026), Moz Afzal speaks with Nicholas Hopton, former UK ambassador to Iran, Qatar, Libya and Yemen and Chair of the Advisory Board at the Centre of Geopolitics, University of Cambridge. Drawing on 35 years of frontline diplomatic experience, Hopton explains how the Iran–US war, nuclear negotiations, and shifting alliances across the Gulf are reshaping the global order, energy markets and sanctions landscape – and what this means for investors navigating a more fragmented, “strongman” world.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Nick Hoptonhttps://www.nicholashopton.com/EFGAM:https://www.newcapital.com/Important disclaimersThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. 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राजकारणात जेव्हा स्वतःचाच राजा तुमच्या जीवावर उठतो, तेव्हा शत्रूसमोरही हात पसरावे लागतात! मुघल दरबारातील सततच्या अपमानाने संतापून निझामाने वजीरपदाचा राजीनामा दिला आणि तो दक्षिणेकडे निघाला. पण बादशहाने त्याला कायमचे संपवण्यासाठी भयंकर सिक्रेट ट्रॅप लावला... मुबारीझ खान याला निझामाला मारण्याचे गुप्त फर्मान आणि दख्खनची सुभेदारी दिली! आता निझामाची अवस्था अतिशय भयंकर झाली होती, तो चारही बाजूंनी कोंडीत पकडला गेला. दिल्लीचे दरवाजे बंद आणि दक्षिणेत मृत्यू उभा. स्वतःचा जीव वाचवण्यासाठी या गर्विष्ठ निझामाला एकाच माणसाची आठवण आली... आपला सुपर-कूल बाजीराव! १८ मे १७२४ रोजी नालछा येथे निझामाने बाजीरावासमोर मदतीसाठी अक्षरशः पदर पसरला. आणि इथेच बाजीरावाने आपला ऐतिहासिक जिओ-पॉलिटिकल मास्टरस्ट्रोक खेळला! फुकट मदत न करता, बाजीरावाने चौथाई आणि सरदेशमुखीचे हक्क कागदावर मान्य करून घेतले... आणि या मोहिमेचा सर्व खर्चही निझामाच्या माथी मारला! शत्रूच्याच पैशावर फौज पोसून दोन शत्रूंना एकमेकांसोबत लढवून स्वतःचा फायदा करून घेण्याचा हा स्वॅग अफाट होता! पण निझाम इतक्या सहजासहजी उपकार विसरणारा नव्हता... तो आता शाहू महाराजांच्या विरोधात कोणता भयंकर डाव टाकणार होता? ... [Music Fades Out]... Learn more about your ad choices. Visit megaphone.fm/adchoices

राजकारणात जेव्हा स्वतःचाच राजा तुमच्या जीवावर उठतो, तेव्हा शत्रूसमोरही हात पसरावे लागतात! मुघल दरबारातील सततच्या अपमानाने संतापून निझामाने वजीरपदाचा राजीनामा दिला आणि तो दक्षिणेकडे निघाला. पण बादशहाने त्याला कायमचे संपवण्यासाठी भयंकर सिक्रेट ट्रॅप लावला... मुबारीझ खान याला निझामाला मारण्याचे गुप्त फर्मान आणि दख्खनची सुभेदारी दिली! आता निझामाची अवस्था अतिशय भयंकर झाली होती, तो चारही बाजूंनी कोंडीत पकडला गेला. दिल्लीचे दरवाजे बंद आणि दक्षिणेत मृत्यू उभा. स्वतःचा जीव वाचवण्यासाठी या गर्विष्ठ निझामाला एकाच माणसाची आठवण आली... आपला सुपर-कूल बाजीराव! १८ मे १७२४ रोजी नालछा येथे निझामाने बाजीरावासमोर मदतीसाठी अक्षरशः पदर पसरला. आणि इथेच बाजीरावाने आपला ऐतिहासिक जिओ-पॉलिटिकल मास्टरस्ट्रोक खेळला! फुकट मदत न करता, बाजीरावाने चौथाई आणि सरदेशमुखीचे हक्क कागदावर मान्य करून घेतले... आणि या मोहिमेचा सर्व खर्चही निझामाच्या माथी मारला! शत्रूच्याच पैशावर फौज पोसून दोन शत्रूंना एकमेकांसोबत लढवून स्वतःचा फायदा करून घेण्याचा हा स्वॅग अफाट होता! पण निझाम इतक्या सहजासहजी उपकार विसरणारा नव्हता... तो आता शाहू महाराजांच्या विरोधात कोणता भयंकर डाव टाकणार होता? ... [Music Fades Out]... Learn more about your ad choices. Visit megaphone.fm/adchoices

The Mercantilist Restoration - https://anthonyfatseas.substack.com/p/the-mercantilist-restoration-how?r=1ni7opInterview recorded - 10th of June, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Professor Richard Wolff. Richard Wolff is Professor of Economics Emeritus at the University of Massachusetts Amherst, and has been described as probably America's most prominent Marxist economist. He is the host of Economic Update and the author of Capitalism Hits the Fan. During our conversation we spoke about the current situation in the economy and geopolitics, the uncertainty in the economy, BRICS enemies of the West, the end of the US hegemony and more. I hope you enjoy!0:00 - Introduction3:37 - Current thoughts on economy and geopolitics8:51 - Geopolitical uncertainty linked to economy?15:42 - Iran conflict resolved?22:27 - BRICS enemies of the West33:56 - US hegemony42:03 - One message to takeaway?Richard D. Wolff is Professor of Economics Emeritus, University of Massachusetts, Amherst where he taught economics from 1973 to 2008. He is currently a Visiting Professor in the Graduate Program in International Affairs of the New School University, New York City.Earlier he taught economics at Yale University (1967-1969) and at the City College of the City University of New York (1969-1973). In 1994, he was a Visiting Professor of Economics at the University of Paris (France), I (Sorbonne). Wolff was also regular lecturer at the Brecht Forum in New York City.Prof Wolff is the co-founder of Democracy at Work and host of their nationally syndicated show Economic Update. Professor Richard Wolff:Democracy at work: https://www.democracyatwork.info/Website: https://www.rdwolff.com/X: https://x.com/profwolffYouTube: @RichardDWolff WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

राजकारणात जेव्हा स्वतःचाच राजा तुमच्या जीवावर उठतो, तेव्हा शत्रूसमोरही हात पसरावे लागतात! मुघल दरबारातील सततच्या अपमानाने संतापून निझामाने वजीरपदाचा राजीनामा दिला आणि तो दक्षिणेकडे निघाला. पण बादशहाने त्याला कायमचे संपवण्यासाठी भयंकर सिक्रेट ट्रॅप लावला... मुबारीझ खान याला निझामाला मारण्याचे गुप्त फर्मान आणि दख्खनची सुभेदारी दिली! आता निझामाची अवस्था अतिशय भयंकर झाली होती, तो चारही बाजूंनी कोंडीत पकडला गेला. दिल्लीचे दरवाजे बंद आणि दक्षिणेत मृत्यू उभा. स्वतःचा जीव वाचवण्यासाठी या गर्विष्ठ निझामाला एकाच माणसाची आठवण आली... आपला सुपर-कूल बाजीराव! १८ मे १७२४ रोजी नालछा येथे निझामाने बाजीरावासमोर मदतीसाठी अक्षरशः पदर पसरला. आणि इथेच बाजीरावाने आपला ऐतिहासिक जिओ-पॉलिटिकल मास्टरस्ट्रोक खेळला! फुकट मदत न करता, बाजीरावाने चौथाई आणि सरदेशमुखीचे हक्क कागदावर मान्य करून घेतले... आणि या मोहिमेचा सर्व खर्चही निझामाच्या माथी मारला! शत्रूच्याच पैशावर फौज पोसून दोन शत्रूंना एकमेकांसोबत लढवून स्वतःचा फायदा करून घेण्याचा हा स्वॅग अफाट होता! पण निझाम इतक्या सहजासहजी उपकार विसरणारा नव्हता... तो आता शाहू महाराजांच्या विरोधात कोणता भयंकर डाव टाकणार होता? ... [Music Fades Out]... Learn more about your ad choices. Visit megaphone.fm/adchoices

One long trusted economic indicator may no longer reliably indicate a noninflationary environment. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss how governments might be misled and what investors should watch for.

National security columnist and global affairs analyst Josh Rogin joins veteran public radio host Larry Mantle for a discussion of America's role in an increasingly fragmented world and the strategic challenges posed by China's growing influence.Drawing on decades of reporting on foreign policy, national security, and U.S.-China relations, Rogin examines how geopolitical competition, economic interdependence, technological rivalry, and shifting global alliances are reshaping international affairs.Topics include:• U.S.-China relations and strategic competition• Global security and shifting alliances• Trade, technology, and economic rivalry• The future of American leadership abroad• Geopolitical flashpoints and international stability

Increased trade integration between economic superpowers shaped our globalized world, but that world we've known for the past three decades is becoming increasingly fragmented. What happens to those trade relationships when countries disengage? Michele Ruta is the IMF expert on trade and global imbalances. In this podcast, he says even strategic rivals can benefit from trade cooperation.  Transcript: https://bit.ly/4ebXDW0  Read the article in Finance & Development magazine. IMF.org/FANDD

राजकारणात जेव्हा स्वतःचाच राजा तुमच्या जीवावर उठतो, तेव्हा शत्रूसमोरही हात पसरावे लागतात! मुघल दरबारातील सततच्या अपमानाने संतापून निझामाने वजीरपदाचा राजीनामा दिला आणि तो दक्षिणेकडे निघाला. पण बादशहाने त्याला कायमचे संपवण्यासाठी भयंकर सिक्रेट ट्रॅप लावला... मुबारीझ खान याला निझामाला मारण्याचे गुप्त फर्मान आणि दख्खनची सुभेदारी दिली! आता निझामाची अवस्था अतिशय भयंकर झाली होती, तो चारही बाजूंनी कोंडीत पकडला गेला. दिल्लीचे दरवाजे बंद आणि दक्षिणेत मृत्यू उभा. स्वतःचा जीव वाचवण्यासाठी या गर्विष्ठ निझामाला एकाच माणसाची आठवण आली... आपला सुपर-कूल बाजीराव! १८ मे १७२४ रोजी नालछा येथे निझामाने बाजीरावासमोर मदतीसाठी अक्षरशः पदर पसरला. आणि इथेच बाजीरावाने आपला ऐतिहासिक जिओ-पॉलिटिकल मास्टरस्ट्रोक खेळला! फुकट मदत न करता, बाजीरावाने चौथाई आणि सरदेशमुखीचे हक्क कागदावर मान्य करून घेतले... आणि या मोहिमेचा सर्व खर्चही निझामाच्या माथी मारला! शत्रूच्याच पैशावर फौज पोसून दोन शत्रूंना एकमेकांसोबत लढवून स्वतःचा फायदा करून घेण्याचा हा स्वॅग अफाट होता! पण निझाम इतक्या सहजासहजी उपकार विसरणारा नव्हता... तो आता शाहू महाराजांच्या विरोधात कोणता भयंकर डाव टाकणार होता? ... [Music Fades Out]... Learn more about your ad choices. Visit megaphone.fm/adchoices

Peggy Smedley and Tim Lindner, warehouse automation consultant, talk about the widening gap between China and the United States in robot manufacturing and why the disparity is growing. He says robot manufacturing isn't just a technology sector anymore, but rather a foundational geopolitical battleground. They also discuss: · The ways the United States is falling behind in robot manufacturing. · The numbers related to the growth geographically and the cost of robotics. · What will happen when you can create a robot that can learn from its actions. https://www.connectedworld.com/

राजकारणात जेव्हा स्वतःचाच राजा तुमच्या जीवावर उठतो, तेव्हा शत्रूसमोरही हात पसरावे लागतात! मुघल दरबारातील सततच्या अपमानाने संतापून निझामाने वजीरपदाचा राजीनामा दिला आणि तो दक्षिणेकडे निघाला. पण बादशहाने त्याला कायमचे संपवण्यासाठी भयंकर सिक्रेट ट्रॅप लावला... मुबारीझ खान याला निझामाला मारण्याचे गुप्त फर्मान आणि दख्खनची सुभेदारी दिली! आता निझामाची अवस्था अतिशय भयंकर झाली होती, तो चारही बाजूंनी कोंडीत पकडला गेला. दिल्लीचे दरवाजे बंद आणि दक्षिणेत मृत्यू उभा. स्वतःचा जीव वाचवण्यासाठी या गर्विष्ठ निझामाला एकाच माणसाची आठवण आली... आपला सुपर-कूल बाजीराव! १८ मे १७२४ रोजी नालछा येथे निझामाने बाजीरावासमोर मदतीसाठी अक्षरशः पदर पसरला. आणि इथेच बाजीरावाने आपला ऐतिहासिक जिओ-पॉलिटिकल मास्टरस्ट्रोक खेळला! फुकट मदत न करता, बाजीरावाने चौथाई आणि सरदेशमुखीचे हक्क कागदावर मान्य करून घेतले... आणि या मोहिमेचा सर्व खर्चही निझामाच्या माथी मारला! शत्रूच्याच पैशावर फौज पोसून दोन शत्रूंना एकमेकांसोबत लढवून स्वतःचा फायदा करून घेण्याचा हा स्वॅग अफाट होता! पण निझाम इतक्या सहजासहजी उपकार विसरणारा नव्हता... तो आता शाहू महाराजांच्या विरोधात कोणता भयंकर डाव टाकणार होता? ... [Music Fades Out]... Learn more about your ad choices. Visit megaphone.fm/adchoices

As the war in Ukraine enters its fourth year , Europe finds itself facing a monumental geopolitical shift. With the United States under an erratic presidency taking a highly transactional, unpredictable approach to its historic alliances , the transatlantic network that has guaranteed Western security for eighty years is under profound strain. Can Europe truly step up to secure its own future , or is the dream of "strategic autonomy" just a lot of hot air?In this episode, hosts Patrick Bishop and Roger Moorhouse sit down with historian, author, and political commentator Dr. Helene von Bismarck. Together, they unpack the fragile state of European diplomacy, the erosion of international norms , and the rising tide of populism that threatens to derail Western resolve.They also dive into Helene's latest book, Fantastic Kingdom: A Foreigner's Portrait of the United Kingdom. Helene offers a sharp, constructive, yet brutally honest perspective on Britain's current grand strategic blindness, its inward-looking political debate, and the dangerous intersection between the global security crisis and the domestic crisis of liberal democracy.In this episode, we discuss:The Transatlantic Rift: Why European governments—from Berlin to Paris to London—are terrified of a fracturing NATO and how they are struggling to prepare for an unpredictable White House.The Power of Historical Memory: How ancient rivalries are being rewritten in lockstep cooperation (such as Poland and Germany) , and how visiting a Latvian museum reveals the deep-seated trauma that still shapes European responses to Russia.The Danger of Stereotypes: How crises like Brexit revive lazy national clichés just when we can least afford them.The Inward-Looking Kingdom: Helene's deep disappointment with the current Labor government's fear of bold reform, and why ignoring international affairs to appease domestic populism is a losing strategy for any government.Security vs. Welfare: Why the modern debate around cutting social spending to fund defence is fundamentally flawed, and why protecting democracy and protecting state security are two sides of the same coin.Join the Conversation: If you have a question about the war in Ukraine or any of the conflicts we cover, email us at podbattleground@gmail.comFollow us on:X - @PodBattlegroundInstagram - podbattlegroundProducer: James HodgsonA Goalhanger Podcast Hosted on Acast. See acast.com/privacy for more information.

US stocks finished mixed as investors moved out of AI and semiconductor names while geopolitical tensions with Iran intensified. Markets are now focused on inflation data and a potentially historic week for IPOs.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Seana Smith says "it's encouraging" to see dip-buyers in the stock market after Friday's steep sell-off. She's looking for trends in the AI trade that reinforce demand as several corners of the tech sector see shortages. One challenge ahead lies in interest rates, as Seana explains new Fed Chair Kevin Warsh's conundrum on balancing rising inflation with job strength. She also touches on crude oil prices and risks ahead in the energy trade. ======== 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

राजकारणात जेव्हा स्वतःचाच राजा तुमच्या जीवावर उठतो, तेव्हा शत्रूसमोरही हात पसरावे लागतात! मुघल दरबारातील सततच्या अपमानाने संतापून निझामाने वजीरपदाचा राजीनामा दिला आणि तो दक्षिणेकडे निघाला. पण बादशहाने त्याला कायमचे संपवण्यासाठी भयंकर सिक्रेट ट्रॅप लावला... मुबारीझ खान याला निझामाला मारण्याचे गुप्त फर्मान आणि दख्खनची सुभेदारी दिली! आता निझामाची अवस्था अतिशय भयंकर झाली होती, तो चारही बाजूंनी कोंडीत पकडला गेला. दिल्लीचे दरवाजे बंद आणि दक्षिणेत मृत्यू उभा. स्वतःचा जीव वाचवण्यासाठी या गर्विष्ठ निझामाला एकाच माणसाची आठवण आली... आपला सुपर-कूल बाजीराव! १८ मे १७२४ रोजी नालछा येथे निझामाने बाजीरावासमोर मदतीसाठी अक्षरशः पदर पसरला. आणि इथेच बाजीरावाने आपला ऐतिहासिक जिओ-पॉलिटिकल मास्टरस्ट्रोक खेळला! फुकट मदत न करता, बाजीरावाने चौथाई आणि सरदेशमुखीचे हक्क कागदावर मान्य करून घेतले... आणि या मोहिमेचा सर्व खर्चही निझामाच्या माथी मारला! शत्रूच्याच पैशावर फौज पोसून दोन शत्रूंना एकमेकांसोबत लढवून स्वतःचा फायदा करून घेण्याचा हा स्वॅग अफाट होता! पण निझाम इतक्या सहजासहजी उपकार विसरणारा नव्हता... तो आता शाहू महाराजांच्या विरोधात कोणता भयंकर डाव टाकणार होता? ... [Music Fades Out]... Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it take to advise Heads of State, broker back-channel diplomatic deals, and operate inside the world's most complex political environments, all while building a global firm from scratch?In this episode, Julian sits down with Vlada Galan, geopolitical strategist, crisis management expert, and founder of Oracle Advisory Group. Vlada advises Heads of State across five continents, has worked on elections and conflicts in over a dozen countries, and was awarded a medal by the Ukrainian government in 2023 for her work on behalf of her home country.But the bio only tells part of the story. Vlada arrived in America at six years old with her mother, a cardboard sign, and two words of English. Everything she's built—a Harvard master's degree, a multimillion-dollar advisory firm, a career at the highest levels of global power—came entirely from scratch.This is a conversation about what power actually looks like from the inside, what separates the people who own the table from everyone else trying to get a seat at it, and what a Ukrainian immigrant who once knew two words of English learned about success that most people never figure out.— Episode Chapter Big Ideas (timing may not be exact) —0:00 — Intro1:35 — Finland trip: disconnecting in the Arctic Circle7:50 — What do the people who own the table actually have?11:51 — "Everything you need is within yourself”—did she believe it on Day 1?15:06 — Standing outside the private city club: the three A's of overcoming imposter syndrome18:16 — How she found her way into geopolitical consulting22:03 — Why she prefers the harder, less glamorous engagements25:53 — What the first 48 hours of a crisis actually look like28:09 — Track 2 diplomacy: the back-channel work that never makes the news32:20 — Managing personal identity and professional neutrality as a Ukrainian consultant36:30 — The bank governor story: aggression as an asset40:45 — How to be the honest advisor in a room full of yes people43:41 — The most enjoyable part of running her own firm45:05 — How she takes care of herself: weight training, cooking, and real disconnection48:18 — How she determines what's a good fit as a client50:20 — The biggest misconception about her field54:05 — The hardest part of building something from nothing55:23 — Book recommendations57:44 — What would that six-year-old girl on the plane say?— Key Quotes from Vlada Galan — “If you want to hang on for the long term and develop a reputation for actually bringing change and bringing results, be the no person because that is the person in the room that is the most courageous to say what they actually think, no matter what the consequences might be.”"People will test your boundaries. The more you allow them to cross those boundaries and steamroll you, the more they're going to take advantage of that.”"You learn a lot more from losing than you do from winning. That acquiring of knowledge that you actually get from failing is exactly how you become successful."— Connect With Vlada Galan —Website: https://oracleadvisorygroup.com/ Book website: https://success-mentality.com/Instagram: https://www.instagram.com/vladagalan/— Connect with Julian and Executive Health —LinkedIn — https://www.linkedin.com/in/julianhayesii/X — https://x.com/thejulianhayesDon't let your biology become the bottleneck to the enterprise you're building. Book a private call —https://www.executivehealth.io/contactWebsite — https://www.executivehealth.io/***DISCLAIMER: The information shared is not meant to treat or diagnose any condition. This is for educational, informational, and entertainment purposes. The content here is not intended to replace your relationship with your doctor and/or medical practitioner. Consult your provider before making any decisions.

248,071 views, Streamed Jun 6, 2026 #Putin #SPIEF #LipsitsYesterday, Putin delivered a major speech at SPIEF: as usual, we heard about the "growing economy" and the "decaying West." Meanwhile, a gasoline shortage is mounting in Crimea, and restrictions have already been imposed on certain food products, while in non-annexed parts of Russia, food quality is plummeting alongside rising prices. We analyze the key statements from SPIEF with Igor Lipsits and assess the real outlook for the Russian economy.Igor Lipsits' Telegram channels: https://t.me/Lipsits_again, https://t.me/Lipsits_audioYouTube channel: @IgorLipsits_1950Subscribe to the Breakfast Show: https://t.me/tbs_subscribe_botOne-time support: https://new.donatepay.ru/@573440?goal=BSSupport with non-rubles: https://donate.plushev.com

Faced with slowing domestic growth and rising geopolitical tensions, China is changing its export strategy and selling different things, to different customers, in different places.  Electric vehicles, solar panels and AI-enabled services are replacing low-cost manufactured goods. And the destination? Increasingly, emerging markets in Southeast Asia, Latin America and beyond. China's evolving overseas footprint will have far-reaching credit consequences. From autos in Europe to metals in Latin America and clean energy infrastructure in Asia, this is a global story with local credit impact. The looming question remains: who can adapt and who will buckle under the sustained pressure? Host: Matt Robinson, Associate Managing Director, Moody's Ratings Guest: Nick Hill, Global Head of Credit Strategy and Guidance, Moody's Ratings Related Research:  Macroeconomics – China: Overseas investment will accelerate, with focus on select sectors and destinations 30 June 2025 Trade – Asia-Pacific: US focus on origin of imports increases risks for Asia-Pacific supply chains 20 October 2025 Geopolitical risks and China's excess capacity expose ASEAN economies' vulnerabilities 2 July 2025 Moody's Insights – China Growth and Credit © 2026 Moody's Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody's information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The military concept of escalation dominance posits that the side controlling the pace and pain of a conflict determines the outcome. For most of the Cold War era, the U.S. had escalation dominance—militarily, technologically, and economically—but the use of economic statecraft was limited. That era is over. As great power competition intensifies, the relationship between the U.S. and China offers a view into where competition is headed and what it means for global stability. While the U.S.-China summit resulted in an effective truce, there are deeper takeaways that investors and other observers should consider. PGIM's Daleep Singh welcomes Julian Gewirtz, former Senior Director for China and Taiwan Affairs at the National Security Council, to discuss the U.S.-China stalemate and the economic long game. The conversation covers topics including: Geopolitical and economic takeaways from the summit China's efforts to buy time—and potential U.S. policy responses Technological competition, including AI, chips and related minerals Strategies aimed at achieving AI superiority in pursuit of national interests

राजकारणात जेव्हा स्वतःचाच राजा तुमच्या जीवावर उठतो, तेव्हा शत्रूसमोरही हात पसरावे लागतात! मुघल दरबारातील सततच्या अपमानाने संतापून निझामाने वजीरपदाचा राजीनामा दिला आणि तो दक्षिणेकडे निघाला. पण बादशहाने त्याला कायमचे संपवण्यासाठी भयंकर सिक्रेट ट्रॅप लावला... मुबारीझ खान याला निझामाला मारण्याचे गुप्त फर्मान आणि दख्खनची सुभेदारी दिली! आता निझामाची अवस्था अतिशय भयंकर झाली होती, तो चारही बाजूंनी कोंडीत पकडला गेला. दिल्लीचे दरवाजे बंद आणि दक्षिणेत मृत्यू उभा. स्वतःचा जीव वाचवण्यासाठी या गर्विष्ठ निझामाला एकाच माणसाची आठवण आली... आपला सुपर-कूल बाजीराव! १८ मे १७२४ रोजी नालछा येथे निझामाने बाजीरावासमोर मदतीसाठी अक्षरशः पदर पसरला. आणि इथेच बाजीरावाने आपला ऐतिहासिक जिओ-पॉलिटिकल मास्टरस्ट्रोक खेळला! फुकट मदत न करता, बाजीरावाने चौथाई आणि सरदेशमुखीचे हक्क कागदावर मान्य करून घेतले... आणि या मोहिमेचा सर्व खर्चही निझामाच्या माथी मारला! शत्रूच्याच पैशावर फौज पोसून दोन शत्रूंना एकमेकांसोबत लढवून स्वतःचा फायदा करून घेण्याचा हा स्वॅग अफाट होता! पण निझाम इतक्या सहजासहजी उपकार विसरणारा नव्हता... तो आता शाहू महाराजांच्या विरोधात कोणता भयंकर डाव टाकणार होता? ... [Music Fades Out]... Learn more about your ad choices. Visit megaphone.fm/adchoices

Geopolitical tensions, inflation shocks, and shifting market regimes are reshaping the investment landscape. Marat Molyboga and Katy Kaminski joins us to explore why managed futures have historically performed well during periods of geopolitical stress and why investors often misunderstand the role of crisis alpha in a portfolio. The conversation examines inflation driven market disruptions, diversification, short term versus long term trend following, portfolio construction, and the behavioural mistakes that prevent many investors from capturing the full benefits of trend strategies. It is a wide ranging discussion about risk, uncertainty, and adapting to a changing world.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Katy on LinkedIn.Episode TimeStamps:00:00 - Introduction and welcome to the Systematic Investor series01:13 - Marat Molyboga's background and Efficient Capital's investment philosophy05:29 - World Cup excitement, soccer stories, and thoughts beyond markets11:36 - AI, market concentration, energy trends, and major macro headlines15:16 - Trend following performance review and key market drivers in 202623:36 - Understanding crisis alpha and the role of managed futures in portfolios33:24 - Diversification, portfolio construction, and avoiding investor mistakes44:08 - Geopolitical risk research and its connection to inflation53:01 - Why managed futures have historically benefited from geopolitical uncertainty59:01 - Commodities, inflation shocks, and the mechanics behind crisis alpha01:06:47 - The case for short term trend following and execution challenges01:20:31 - Final thoughts and lessons for navigating an uncertain investment landscapeCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

How should executives position a company for growth when the geopolitical future is so uncertain? Recent events in Ukraine and the Middle East and tightening restrictions on international trade and investment are reshaping the global business environment. History shows that any such era of change presents both challenges and opportunities. The authors of ⁠Geostrategy by Design: How to Manage Geopolitical Risk in the New Era of Globalization⁠ (Disruption Books, 2024) use  examples, from historical global turning points to recent political disruptions, to illustrate how geostrategy is essential to surviving and succeeding in the next era of globalization. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

How should executives position a company for growth when the geopolitical future is so uncertain? Recent events in Ukraine and the Middle East and tightening restrictions on international trade and investment are reshaping the global business environment. History shows that any such era of change presents both challenges and opportunities. The authors of ⁠Geostrategy by Design: How to Manage Geopolitical Risk in the New Era of Globalization⁠ (Disruption Books, 2024) use  examples, from historical global turning points to recent political disruptions, to illustrate how geostrategy is essential to surviving and succeeding in the next era of globalization. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/political-science

How should executives position a company for growth when the geopolitical future is so uncertain? Recent events in Ukraine and the Middle East and tightening restrictions on international trade and investment are reshaping the global business environment. History shows that any such era of change presents both challenges and opportunities. The authors of ⁠Geostrategy by Design: How to Manage Geopolitical Risk in the New Era of Globalization⁠ (Disruption Books, 2024) use  examples, from historical global turning points to recent political disruptions, to illustrate how geostrategy is essential to surviving and succeeding in the next era of globalization. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/world-affairs

The National Security Hour with Brandon Weichert – Yon emphasized the strategic importance of maritime chokepoints such as the Danish Strait, the Strait of Hormuz, the Panama Canal, the Suez Canal, and the Strait of Malacca. These locations are not obscure geographic trivia; they are the pressure valves of the international system. If even one is blocked or militarized, the economic...

Geopolitical volatility is reshaping the global economic landscape, influencing everything from energy markets and trade flows to technological innovation and security strategies. As events in Iran, Ukraine and China drive profound shifts across markets, investors are challenged to adapt to a world where resilience and strategic foresight are more critical than ever. Heightened defense spending, evolving supply chains, and new approaches to international cooperation are redefining opportunities and risks, demanding a sophisticated understanding of the forces at play. In this episode, Gabriela Santos, Chief Market Strategist for the Americas at J.P. Morgan Asset Management, is joined by Derek Chollet, Head of the JPMorganChase Center for Geopolitics, to share his perspectives on the geopolitical forces shaping today's markets and tomorrow's investment decisions.  Watch the video version on YouTube.  Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

The National Security Hour with Brandon Weichert – Yon emphasized the strategic importance of maritime chokepoints such as the Danish Strait, the Strait of Hormuz, the Panama Canal, the Suez Canal, and the Strait of Malacca. These locations are not obscure geographic trivia; they are the pressure valves of the international system. If even one is blocked or militarized, the economic...

AMB Chas Freeman : How the US Lost Geopolitical PrimacySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

PREVIEW for Later Today: Elizabeth Peek argues that President Xi's Taiwan threats are a smokescreen for China'sfailing economy, trailing AI, and geopolitical isolation. She highlights the struggles of allies like Russia and Iran against U.S.-led pressure.1914 BAEDECKER PEKING