Podcasts about geopolitical

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Latest podcast episodes about geopolitical

The National Security Podcast
Iran, Ukraine and the limits of American power: geopolitical update part 1

The National Security Podcast

Play Episode Listen Later Sep 17, 2026 30:27


How much strategic bandwidth does the United States have as it manages the Iran war, Ukraine and its wider global commitments? How are conflicts in Ukraine and the Middle East changing the nature and cost of modern warfare? What does China's growing military power and activity in the Indo-Pacific mean for Australian security? In this episode, Sharryn Parker is joined by Charles Edel, Dilnoza Ubaydullaeva and Euan Graham to discuss the wars in Iran and Ukraine – and what they are revealing about the United States' capacity, weapons stockpiles, and the changing character of warfare. Dr Charles Edel is Senior Adviser and Australia Chair at the Center for Strategic and International Studies and an expert on statecraft and great power competition.Dr Dilnoza Ubaydullaeva is a Lecturer at the ANU National Security College (NSC) and an expert on Central Asia and the positioning of the Global South in world power.Dr Euan Graham is an Expert Associate at NSC whose research spans military strategy and deterrence in the Indo-Pacific.Sharryn Parker is Senior Policy Advisor at NSC, on secondment from the Department of Defence. TRANSCRIPT Show notes:NSC academic programs – find out moreNavigating Australia's Future in an Uncertain World - Address to the National Press Club of Australia by Dr Kevin RuddJohn Howard on 9/11, geopolitics and Australia's securityCommunity Consultations reportUS National Security Strategy We'd love to hear from you! Send in your questions, comments, and suggestions to NatSecPod@anu.edu.au. You can tweet us @NSC_ANU and be sure to subscribe so you don't miss out on future episodes. Hosted on Acast. See acast.com/privacy for more information.

Market Weekly
Investing in environmental solutions: Navigating a new era of resource scarcity

Market Weekly

Play Episode Listen Later Sep 17, 2026 10:56


The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the AI revolution are redefining investment priorities. Ed Lees, Co-CIO of the Environmental Strategies Group at BNP Paribas Asset Management, and Daniel Morris, Chief Market Strategist, explore the durable long-term trends shaping the sector.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

WTFinance
A Chaotic World Order has Arrived, Expect Multiple Wars | Shaun Rein

WTFinance

Play Episode Listen Later Sep 16, 2026 43:42


Interview recorded - 14th of September, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Shaun Rein. Shaun is the Founder and Managing Director of the China Market Research Group (CMR), the world's leading strategic market intelligence firm focused on China.0:00 - Introduction1:43 - Overview of markets and the economy4:13 - Chinese property9:06 - Manufacturing12:10 - Chinese subsidies14:08 - Surplus problem18:29 - Geopolitical shifts22:03 - Reconciliation possible?26:53 - Underrated countries?29:47 - Chinese Growth Sustainable?31:23 - Safety nets?35:48 - Asset overview40:21 - One message to takeaway?Shaun Rein is the Founder and Managing Director of the China Market Research Group (CMR), the world's leading strategic market intelligence firm focused on China. He works with Boards, billionaires, Heads of States, CEOs and senior executives of Fortune 500 & leading Chinese companies, private equity firms, SMEs and long/ hedge funds to develop their China growth, political and investment strategies. Rein authored the international best-sellers "The War for China's Wallet: Profiting from the New World Order," "The End of Cheap China"​ & "The End of Copycat China."​ Publishers Weekly named "Cheap"​ a "Top 10 business book for 2012." The Financial Times called "Copycat"​ "Intriguing" and said of Wallet: “Mr. Rein's insider tales of what it takes to work in contemporary China are insightful...a toolbox for those who want to work with Chinese companies make it a worthwhile read.”Rein is regularly featured in the Wall Street Journal and The Financial Times. His op-eds have appeared in the New York Times. He frequently appears on CNN, BBC, MarketPlace, CNBC, Bloomberg, PBS and MSNBC. Rein formerly taught executive education classes for London Business School and was a weekly columnist for CNBC and Forbes. He also wrote a column for Bloomberg BusinessWeek. Rein is one of the most sought out keynote speakers focused on innovation, consumer trends and the economy in China.Shaun Rein - Website - http://www.cmrconsulting.com.cn/xsyX - https://x.com/shaunreinYouTube - @shaunrein4708 WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4X - https://twitter.com/AnthonyFatseas

ESG Insider: A podcast from S&P Global
How a European renewable energy company is pursuing affordability amid geopolitical uncertainty

ESG Insider: A podcast from S&P Global

Play Episode Listen Later Sep 16, 2026 23:22


Euronext Sustainability Week runs Sept. 14-18 under the title 'Building resilience in a changing world.' All Things Sustainable is the official podcast and in bonus episodes throughout this week, we're talking to CEOs of Euronext-listed companies to understand what that looks like in practice.  In today's episode, we talk with EnergyVision Founder and CEO Maarten Michielssens. EnergyVision is a Belgian renewable energy company listed on Euronext's Brussels exchange, and Maarten outlines the company's goal to make it easier for customers to transition to renewable energy. He describes a business model — producing renewable energy from solar, wind and hydropower and combining it with battery storage, affordable energy contracts and charging networks for electric vehicles — that he says helps keep electricity prices predictable for customers.  "More than 75% of the energy that we sell comes from our own assets. These assets don't respond to market prices, so we can keep our price stable," he says.  This stability has become increasingly relevant in the face of global conflicts like the Russia-Ukraine war and conflict in the Middle East. For most customers, Maarten says the decision to transition away from fossil fuels comes down to cost.   "The combination of renewable energy — which is the cheapest energy — and this obsession for customer satisfaction means that we scale fast, that we are profitable," he says.    Listen to bonus Euronext Sustainability Week episodes:  Why resilience is the buzzword as Euronext Sustainability Week kicks off | S&P Global  S&P Global Sustainable1 is a member of the Euronext Sustainable Network,  Copyright ©2026 by S&P Global  DISCLAIMER  By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.   Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).   This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.  S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

The KE Report
Sean Brodrick – FED Rate Hike Turbulence, Oil Spiking On Geopolitical Flare Ups, Slowing AI Trade Based On Industry Concerns, and Precious Metals Pullback

The KE Report

Play Episode Listen Later Sep 16, 2026 20:49


[Recorded:  09-15-2026]  Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins me for a wide-ranging discussion diving into the market volatility across multiple resource and general equity sectors in the current macroeconomic and geopolitical environment. He shares how he is managing his portfolio as it relates to oil and oil stocks, AI stocks, cybersecurity stocks, and gold stocks.     We start off discussing the potential macro and market impacts of the first Fed funds rate hike by the US central bank in a few years. While the market had ascribed over a 90% chance of a 25-basis-point hike, through yesterday (when we talked), Sean looks ahead to what that actually means or may achieve for fighting persistently high inflation into the future. Higher rates could negatively affect the housing industry, auto loans, business loans, and slow growth to some degree. Market participants have already been selling bonds, and driving interest rates higher in anticipation of a higher Fed funds rate, along with pushing back on US fiscal policies. There is a “family feud” going on between Kevin Warsh and the Fed working to hike rates on the short end of the yield curve, and Scott Bessent and the US Treasury actively working lower rates on the long end of the yield curve. Sean makes the point that even if the Fed hikes interest rates once, or even a few times, it is not really going to change the fundamental oil supply from the Middle East or tame that inflation input as a result of rising energy prices.   We then shifted our focus over to the surge higher to triple-digit oil prices, on the back of deepening conflict across the Middle East. Sean outlined how technical price projections on longer-term charts could allow for a brief spike in WTI up to $150 a barrel. Sean is very comfortable holding onto his oil stocks for now, as they should have a very profitable Q3 on the back of solid Q2 earnings.   Next, we unpacked some of the recent slowdown in AI stocks and the pace of advancement, as a few vocal industry participants expressed concerns of losing control of artificial intelligence. Sean highlights that while these concerns are valid, that it has ballooned up into a bigger deal than many were expecting over the last couple weeks. It may be that real motivation to pump the breaks on the pace of A.I. is because the industry would like to see more government regulation that would discourage cheaper open-source foreign platforms from being adopted domestically. He highlights the potential opportunity that restricting or securing against AI threats may present to cybersecurity companies like Palo Alto Networks (Nasdaq: PANW) or CrowdStrike Holdings (Nasdaq: CRWD)   Wrapping up, Sean shared his outlook on what fundamentals are driving gold, silver, and the PM stocks down over the last few weeks. In addition to more hawkish statements from Kevin Warsh during the Jackson Hole banking symposium a few weeks ago, Sean points out that it was really the higher inflation readings recently that back-stopped the decision for the Fed raise rates. He remains cautious that short-term economic data around inflation and a stronger US dollar could still trigger some more near-term selling pressure, but he also shares the reasons why he believes this move in the precious metals complex could have legs to begin the next run higher in the medium term.  Sean is still mostly animated by revenue-generating gold and silver producers, and will be scanning across the field of companies at the upcoming Beaver Creek Precious Metals Summit for new ideas to report on moving forwards.     Click here to follow along with Sean's work at Weiss Ratings Daily and Wealth Megatrends . Click here to learn more about Resource Trader       For more market commentary & interview summaries, subscribe to our Substack reports:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

The John Batchelor Show
10. BRICS Summit Highlights Internal Geopolitical Fractures - MELIK KAYLAN & GORDON CHANG 091426

The John Batchelor Show

Play Episode Listen Later Sep 15, 2026 19:41 Transcription Available


CAPTION  1865 CALCUTTABRICS Summit Highlights Internal Geopolitical FracturesMelik Kaylan, co-host Gordon Chang: Kaylan and Chang analyze the BRICS summit in India, characterizing the bloc as an incoherent coalition marked by deep internal rivalries, particularly between China and India. Kaylan explains that while member nations grandstand against Western policies in the Middle East, they lack real unified operational strength. Turning to Turkey, Kaylan argues President Erdoğan pursues neo-Ottoman expansionism across Syria, North Africa, and the Horn of Africa to distract from severe domestic economic weakness. Chang adds that Erdoğan reversed his prior support for Uyghurs to secure Chinese financial backing. (10)

GMS Podcasts
Ship Recycling Market Update Week 37 2026 | Routes Tighten, Oil Tops $100 & Bangladesh Bids Rise

GMS Podcasts

Play Episode Listen Later Sep 15, 2026 8:03


In this Week 37, 2026 episode of the GMS Weekly Podcast, Ingrid and Henning discuss the latest developments shaping the global ship recycling market, as tightening Middle East shipping routes, oil above USD 100 per barrel, strong freight earnings and limited vessel supply continue to influence recycling decisions. Geopolitical risk has expanded beyond the Strait of Hormuz, with developments around Bab al-Mandab, Mocha and Mayun / Perim Island adding fresh pressure on Red Sea shipping routes. Brent crude moved above USD 107 per barrel, while WTI exceeded USD 103, increasing bunker and voyage costs while disrupted routing continues to support employment opportunities for ageing vessels. The Baltic Dry Index remained around 3,521, keeping older bulkers trading and reducing the incentive for owners to sell for recycling. Bangladesh is strengthening, with Chattogram recyclers returning to the market as candidate scarcity increases competition. The approximately 7,078 LDT Handymax bulker Uniorder was reportedly sold at around USD 450/LDT net on an “as is” Belawan basis, while fresh arrivals are beginning to feed the waterfront. Local steel remains stable, suggesting that stronger vessel bids are being driven primarily by yard requirement and limited supply. Pakistan remains the highest-priced South Asian recycling destination, although the exceptional buying urgency seen in August has eased as more tonnage reaches Gadani. The 7,381 LDT bulker Portland II was committed at USD 521/LDT, showing that attractive smaller dry units can still secure competitive bids. India continues to outperform in specialist tonnage. The approximately 14,824 LDT general cargo vessel Mandarin Arrow was reportedly sold at around USD 510/LDT for selected Hong Kong Convention-compliant recycling yards. However, a weaker Indian Rupee reduced some of the purchasing-power support Alang enjoyed the previous week. Market indications place Pakistan first, followed by Bangladesh and India, while Turkey's recycling price board also moved higher. Fresh recycling sales are returning, but strong freight markets, second-hand vessel values and geopolitical disruption continue to restrict the overall supply of recycling candidates. For detailed vessel price indications, market rankings, steel prices, port positions and global ship recycling market analysis, access GMS Weekly through the GMS website or mobile app.  

The KE Report
Craig Hemke - FOMC Catalysts, Geopolitical Energy Shocks, and Gold vs. Silver Divergence

The KE Report

Play Episode Listen Later Sep 14, 2026 19:34


In this Daily Editorial, I am joined by Craig Hemke, Founder and Editor of TF Metals Report, to analyze the shifting macro landscape, key central bank catalysts, and the latest technical action in the gold and silver markets. FOMC Expectations and the Yield Curve: A look into shifting market expectations for Wednesday's Fed decision, how the bond market has moved ahead of policy makers, and what the latest Summary of Economic Projections could mean for market direction. Geopolitical Escalation and Energy Shocks: How widening conflict and major Middle Eastern pipeline infrastructure damage are supporting crude oil prices and altering the inflation narrative. Precious Metals Price Consolidation: Why the pullback from the August highs resembles a healthy, multi-month base-building process rather than the start of a deep breakdown. Plunging COMEX Open Interest: The structural impact of near-record low open interest and changing exchange margin rules, leaving thin order books that create volatile air pockets in both directions. Gold Versus Silver Performance: Technical divergence across the metals space as gold maintains relative strength near major moving averages while silver works through an extended technical digestive phase.   Click here to visit Craig's website - TF Metals Report - https://www.tfmetalsreport.com/   ------------------ For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Speak-N-Boom with Sazzy_Cool_Indie
BRICS or QUAD , which will you choose INDIA ? | The Confusing Geopolitical decisions of India !

Speak-N-Boom with Sazzy_Cool_Indie

Play Episode Listen Later Sep 13, 2026 12:06


India today appears caught in a confusing geopolitical maze embracing BRICS while standing alongside the QUAD, seeking influence in the Global South while facing growing friction across its own neighbourhood. Relations with Pakistan remain deeply hostile, while tensions and political distrust periodically surface with Nepal, Bangladesh, Sri Lanka and the Maldives, even as Bhutan remains a closer partner.What makes the situation more worrying is the changing mindset of the region's youth. Anti-India narratives, nationalism, social-media influence and perceptions of Indian interference are increasingly shaping how younger generations in neighbouring countries view India. A country aspiring to be a leading global power cannot afford to be influential abroad while becoming increasingly unpopular among the very people living next door.Is India losing the neighbourhood battle while trying to win the global one?#India #Geopolitics #BRICS #QUAD #SouthAsia #Neighbours#IndianForeignPolicy #Youth #YouthPolitics #AntiIndiaNarratives #IndiaNeighbours #Pakistan #Nepal #Bangladesh #SriLanka #Maldives #Bhutan #GlobalPolitics #IndiaRising#China #USA #Russia #Trump #Putin #Narendramodi

FactSet U.S. Daily Market Preview
Financial Market Preview - Friday 11-Sep

FactSet U.S. Daily Market Preview

Play Episode Listen Later Sep 11, 2026 4:29


US equity futures are modestly firmer, while Asian markets are broadly lower and European equities are higher. Attention remains on the sharp rise in global bond yields, with higher energy prices adding to inflation concerns and reinforcing expectations for further central bank tightening. Markets are now pricing a high probability of another ECB rate hike in October, while expectations for a BoE hike have also increased. Geopolitical risks remain elevated amid signs the US-Iran conflict could broaden. Meanwhile, US inflation data later today will be a key focus for the Fed rate outlook.Companies Mentioned: Microsoft, ACV Auctions, Copart, Intel

WTFinance
The Bond Market Blowout Scott Bessent Can't Prevent | Alasdair Macleod

WTFinance

Play Episode Listen Later Sep 11, 2026 35:41


Interview recorded - 9th of September, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Alasdair Macleod. Alasdair Macleod has over decades of experience in financial markets, with a focus on monetary history, systemic risk, and the enduring role of gold. He is one of the most respected voices on sound money and wealth preservation.During our conversation we spoke about the current situation in the economy, the geopolitical crisis we're working through, Scott Bessents buyback, why yields could go to 20% and more. I hope you enjoy!0:00 - Introduction2:13 - Overview of Markets and Economy8:05 - Geopolitical crisis10:11 - Scott Bessent buyback?14:18 - Where would yields go?21:05 - Take down the rest of the world?32:05 - Is there a way out?Alasdair Macleod is is an educator and advocates for sound money through demystifying finance and economics. His background includes being a stockbroker, banker, and economist.Alasdair Macleod started his career as a stockbroker in 1970 on the London Stock Exchange. Within nine years, he had risen to become senior partner of his firm.Subsequently, he held positions at the director level in investment management and worked as a mutual fund manager. Mr. Macleod also worked at a bank in Guernsey as an executive director.For most of his 40 years in the finance industry, he has been demystifying macroeconomic events for his investing clients. The accumulation of this experience has convinced him that unsound monetary policies are the most destructive weapon governments use against the common man. Accordingly, his mission is to educate and inform the public in layman's terms what governments do with money and how to protect themselves from the consequences.Alasdair Macleod - Substack - https://alasdairmacleod.substack.com/Twitter - https://twitter.com/MacleodFinanceLinkedIn - https://www.linkedin.com/in/alasdair-macleod-9494b27/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

Mind the Macro
Livin' on a Prayer: The Bond Market Edition

Mind the Macro

Play Episode Listen Later Sep 10, 2026 23:03


This week, we discuss the latest Employment Report, the Treasury's $6 billion repurchase operation, the rise in Treasury yields, intervention in the Japanese yen, the war in Iran, and widening CCC credit spreads. While equity markets have remained remarkably stable, bond markets have borne much of the strain from recent macroeconomic and geopolitical developments. Many observers hailed the latest nonfarm payrolls report as evidence of a resilient labor market, but the underlying figures were considerably less reassuring. Wage growth slowed, labor force participation remained depressed, and the number of long term unemployed continued to rise. Meanwhile, Treasury Secretary Bessent's $6 billion repurchase operation, three times the size of the most recent operations, did little to calm the bond market. The 30 year Treasury yield climbed to 5.3%, while the 10 year yield reached 4.84%. Mortgage rates followed, with the 30 year rate rising to 6.97%, adding further pressure to an already fragile housing market and, by extension, consumer spending. Geopolitical tensions provided another source of unease as Iran and the United States escalated their conflict, pushing oil above $100 a barrel and gasoline to $4.27 a gallon, its highest level in several months. Taken together, the week offered an increasingly stark contrast between the relative calm in equities and the mounting strains evident across bond and credit markets.

The John Batchelor Show
1. Stalin's Geopolitical Exploitation of Lend-Lease - Sean McMeekin,

The John Batchelor Show

Play Episode Listen Later Sep 8, 2026 39:31 Transcription Available


CAPTION  1934 KIROV AND STALINStalin's Geopolitical Exploitation of Lend-LeaseSean McMeekin, author of Stalin's War: A New History of World War II, Part One: This interview details how Joseph Stalin manipulated Western powers to recover and expand Soviet territory. Through FDR and Harry Hopkins, the U.S.provided massive Lend-Lease aid, military equipment, and proprietary technology without demanding anything in return. Roosevelt consistently appeased Stalin, ignoring massive Soviet crimes like the Katyn massacre and enabling the sidelining of democratic forces in Yugoslavia and China. This massive, unrestricted U.S. aid ultimately helped establish the Soviet Union as a formidable global superpower. (3)

The Treasury Update Podcast
Economic Update: Treasury Considerations for the Remainder of 2026

The Treasury Update Podcast

Play Episode Listen Later Sep 7, 2026 21:09


In this episode, Craig Jeffery and Paul Galloway discuss the economic conditions treasury teams should be watching through the remainder of 2026. They cover Fed leadership, inflation, labor markets, liquidity, working capital, geopolitical risk, tariffs, sanctions, and the importance of using reliable data and banking relationships to stay informed. Liquidity Stress Testing: Preparing Treasury for Shock Events (2026) Supply Chain Finance and Cash Conversion Cycle Explained (2026) Timestamps: 00:00 Introduction 00:48 New Fed leadership and monetary policy 04:53 Growth, inflation, and energy 08:47 Treasury's economic outlook 10:44 Geopolitical risk, tariffs, and sanctions 16:07 How treasury teams can stay informed 18:46 AI, data, and economic analysis 20:17 Final thoughts 20:38 Outro ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ABOUT STRATEGIC TREASURER ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Strategic Treasurer is recognized as a top tier consulting firm in the area of treasury and risk management. Corporate clients, banks, and technology vendors all rely on their industry leading advisory services that are backed by a deep awareness of current needs, practices, and budgeting priorities of treasury professionals through Strategic Treasurer's annual industry surveys and decades of treasury experience. Strategic Treasurer utilizes a senior consultant model where every project is managed by senior consultants with actual practitioner experience in corporate and/or banking roles. Download The Strategic Treasurer: A Partnership for Corporate Growth by Craig A. Jeffery in Kindle, or hardcover. As an Amazon Associate, we earn from qualifying purchases. Visit us today at StrategicTreasurer.com. Or join in the discussion at one of our leading LinkedIn groups.

Law, disrupted
Law Disrupted Mailbag: The Future of AI in Litigation, International Legal Practice, and Keys to a Successful Legal Career

Law, disrupted

Play Episode Listen Later Sep 4, 2026 18:28


John is joined again by producer Alexis Hyde for a second mailbag episode of Law Disrupted.  In it, John responds to questions submitted by listeners rather than conducting a traditional interview.  Topics include the future demand for lawyers, artificial intelligence, international legal practice, career development, and the experiences that shape effective litigators.Despite AI's growing ability to draft documents, analyze discovery, and perform other legal tasks, John expects the number of lawyers to increase over the next three years.  Although AI might someday reduce human involvement in less complex legal fields, demand for junior lawyers has not yet declined at sophisticated litigation firms.  At the highest levels of the profession, highly skilled lawyers remain essential.A law firm founded today should integrate an AI platform throughout its practice, with lawyers trained to become sophisticated users.  Because existing legal technology does not always fit specialized litigation workflows, firms have an incentive to develop proprietary systems tailored to their work. Geopolitical tensions have also transformed international legal practice.  Work in China has moved away from advising Western companies investing there and toward representing Chinese companies in disputes around the world.  As the domestic Chinese economy has faced challenges, Chinese companies have increasingly looked outside China for growth.  And, as Chinese companies expand their operations internationally, they encounter the same contractual, regulatory, and intellectual-property disputes faced by other global companies.  Meanwhile, India and Japan have become attracted extensive private-equity investments, driven respectively by economic growth in the case of India and undervalued assets in Japan.  To be successful, a young lawyer does not need a single defining mentor.  Young lawyers learn by observing talented colleagues and adversaries and by doing the work themselves.  Remaining focused and competitive is key to a highly successful career.  Litigation is an especially exciting field for young attorneys because every case requires learning new industries, facts, personalities, and legal issues. John has had a wide variety of experiences outside practicing law, including competing in the Ironman World Championship in Hawaii multiple times, owning a Michelin star restaurant and a museum, collecting art, and creating an artist residency program.  Experiences from these activities have strengthened his litigation skills by expanding his knowledge, ability to develop effective analogies and metaphors, and connect with people.  Finally, settlement decisions often reflect considerations beyond legal merits.  Reputational damage, adverse publicity, embarrassing disclosures, and the possibility that serious allegations will receive attention even if later dismissed can create substantial leverage and motivate parties to resolve otherwise defensible claims. Podcast Link: Law-disrupted.fmHost: John B. QuinnProducer: Alexis HydeMusic and Editing by: Alexander Rossi

The Tara Show

From a devastating loss in Georgia to intense geopolitical debates, today's episode covers the critical issues shaping our world.

Art of Procurement
EP 015: Provider of the Week: Tradeverifyd

Art of Procurement

Play Episode Listen Later Sep 2, 2026 30:00


"It's more the translation of visibility. It's not so much visibility. Visibility is there, but it's what do you do with that?" - Mike Prorock, CEO, Tradeverifyd Supply chain risk has become both more complex and harder to anticipate. Geopolitical shifts, regulatory changes, multi-tier supplier dependencies, and an overwhelming volume of data are forcing procurement teams to look further into their supply chains and make decisions faster when something changes. In this episode of the ProcureTech Insider, Jim Cahalan speaks with Mike Prorock, CEO of Tradeverifyd, for a Provider of the Week discussion about turning supply chain visibility into timely, actionable decisions. Drawing on Tradeverifyd's roots in machine learning, global risk intelligence, and cross-border trade data, Mike explains why simply seeing risk isn't enough. Procurement teams need to understand what a disruption actually means to their business, determine what requires action, and focus their attention on the handful of decisions that matter most. In this episode, Mike also covers how to: -Look deeper into multi-tier supply chains to uncover hidden dependencies and potential bottlenecks -Combine external intelligence, internal business data, and emerging signals while protecting sensitive company information -Translate supply chain visibility into prioritized actions rather than overwhelming teams with alerts -Use AI agents to analyze changing conditions, explore potential responses, and reduce the manual work required to chase down data   Links: Mike Prorock on LinkedIn: https://www.linkedin.com/in/mprorock/  Visit the Tradeverifyd profile in the AOP Provider Directory: https://artofprocurement.com/provider-directory/tradeverifyd  Subscribe to the AOP Newsletter: https://resources.artofprocurement.com/art-of-procurement-podcast-subscribe  Subscribe to Art of Procurement on YouTube: https://www.youtube.com/@ArtofProcurement   

Verdict with Ted Cruz
BONUS POD: Trump's Massive Supreme Court Win Keeps The Cranes Keep Moving

Verdict with Ted Cruz

Play Episode Listen Later Sep 1, 2026 18:40 Transcription Available


In this episode of the 47 Morning Update w Ben Ferguson, Ben examines the Supreme Court's decision allowing work on the White House ballroom project to proceed despite ongoing litigation. They discuss the Court's analysis of standing, the debate over presidential authority, and what the ruling could mean for future legal challenges against executive actions. The conversation then turns to a newly announced Venezuela energy agreement that the administration describes as a historic opportunity for American energy access. Ben breaks down the reported structure of the deal, the role of private investment, the strategic implications for U.S. energy policy, and the administration's argument that greater access to Western Hemisphere energy resources could reduce dependence on hostile foreign suppliers. A 5-4 Supreme Court decision allows construction of the new White House ballroom and related complex to continue while legal challenges move forward. The ruling focuses on whether the groups bringing the lawsuit have standing to sue, a question that could have implications beyond this single project. At the same time, the Trump administration is highlighting a major energy agreement tied to Venezuelan oil reserves. Supporters argue the deal could strengthen long-term U.S. energy security, reshape geopolitical influence in the Western Hemisphere, and eventually affect energy markets. Topics Covered: Supreme Court's 5-4 ruling on the White House ballroom project Legal debate over standing and federal court challenges Ongoing litigation involving the National Trust for Historic Preservation Reported U.S. access to Venezuelan oil reserves and production rights Energy security, oil markets, and long-term supply strategy Geopolitical competition involving Venezuela, Russia, China, and the United States Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the The Ben Ferguson Show Podcast and Verdict with Ted Cruz Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.

The Final Bell
Grains Rally with Big Fund Buying |Channel Final Bell with Jeff Peterson

The Final Bell

Play Episode Listen Later Sep 1, 2026 13:17


The lower yield expectations, spurred more by hot and dry conditions across the Midwest and Central Plains have brought the funds in strong to support the grains. Geopolitical risk continues to also support the markets, with demand for US grains looking good. Jeff Peterson with Heartland Farm Partners recaps today's trade.

Capital Decanted
Worth Another Pour #3 | Season 3: The Hardest Time in History to Manage Money?

Capital Decanted

Play Episode Listen Later Sep 1, 2026 88:32


Geopolitical change, product disruption, and technological transformation have all made this the most complicated moment in history to navigate capital markets. CAIA Association spent the last 12 months finding out why. After convening 120 global executives across eight financial centers we're proud to introduce: The World Rewired, a blueprint for the decade ahead. In this episode, we unpack the three structural shifts at its core with four practitioners who were in the room  with us, including Sebastian Mallaby, Stuart Wrigley, Yingwen Chin, and Muneera Aldossary.Guests:Sebastian Mallaby, Paul A. Volcker Senior Fellow in International Economics, Council on Foreign RelationsStuart Wrigley, Partner, Head of Asia Pacific and Head of Capital Formation and Strategy International, Sixth StreetYingwen Chin, Partner - Private Markets IDD, Albourne PartnersMuneera Aldossary, CEO & Board Member, Franklin Templeton, Saudi Arabia⁠Episode Sources⁠(00:00) Artificial intelligence as a transformational force, with adaptability and curiosity as enduring traits of successful investors.(01:36) Traditional capital allocation models are becoming outdated amid rapid innovation in products, technology, and investment approaches.(06:40) Global roundtables with industry leaders reveal interconnected themes pointing to a systemic rewiring of capital markets.(18:28) Introduction of three major shifts: macro (geopolitics), industry (market convergence), and organizational (talent and AI).(18:28) Geopolitics moves from background noise to a central driver of capital flows and investment decision-making.(25:45) Geopolitical considerations become embedded in underwriting, with firms building internal expertise and advisory capabilities.(30:22) Long-duration investments such as venture capital and infrastructure require deeper integration of political and regulatory analysis.(35:05) Emergence of new centers of capital, particularly in the Middle East and Asia, driven by sovereign wealth funds.(40:42) Growing debate around US exceptionalism and the potential for a more multipolar global financial system.(46:58) The convergence of public and private markets reshapes investment access, structures, and asset class boundaries.(49:43) Rapid product innovation raises concerns around investor education, alignment, and long-term suitability.(55:34) Industry consolidation and the rise of multi-strategy platforms alter competition and access to top-tier opportunities.(01:02:12) Organizational shifts driven by technology redistribute tasks and reshape roles within investment firms.(01:06:09) Adaptability, intellectual curiosity, and cross-disciplinary thinking emerge as critical traits for investment professionals.(01:09:53) Concerns around AI reducing critical thinking and eliminating traditional entry-level training pathways.(01:13:40) AI impacts all levels of the workforce, increasing the importance of judgment, relationships, and credibility.(01:18:34) Shift from technical skill-based training toward systems thinking, communication, and leadership capabilities

Global Greek Influence
Geopolitical risk in a multipolar world | Η θέση της Ελλάδας | John Sitilides

Global Greek Influence

Play Episode Listen Later Sep 1, 2026 49:15


Can Greece turn geography into durable strategic power?John Sitilides joins Global Greek Influence on the 3+1 “iron triangle” of Greece, Cyprus and Israel, Turkey's drift inside NATO, Greece's rise as an energy and connectivity hub, IMEC, and the global competition over flows, chokepoints and strategic leverage.The map is moving. Greece is already on it differently.Μπορεί η Ελλάδα να μετατρέψει τη γεωγραφική της θέση σε στρατηγική ισχύ διαρκείας;Ο John Sitilides συζητά στο Global Greek Influence για το σχήμα 3+1 και το «σιδερένιο τρίγωνο» Ελλάδας, Κύπρου και Ισραήλ, τη στρατηγική απόκλιση της Τουρκίας εντός NATO, την Ελλάδα ως κόμβο ενέργειας και στρατηγικών διασυνδέσεων, το IMEC και τη σημασία των κρίσιμων εμπορικών, ενεργειακών και θαλάσσιων διαδρομών στον παγκόσμιο ανταγωνισμό ισχύος.Ο γεωπολιτικός χάρτης αλλάζει. Και η θέση της Ελλάδας σε αυτόν αποκτά άλλο βάρος.John Sitilides is a Washington-based geopolitical strategist and national security expert specializing in U.S. foreign policy, global risk, international security and geoeconomics. He advises and briefs government, business and investment audiences on geopolitical developments and their implications for markets and strategic decision-making.Ο John Sitilides είναι γεωπολιτικός αναλυτής και ειδικός σε θέματα εθνικής ασφάλειας με έδρα την Ουάσιγκτον, με εξειδίκευση στην αμερικανική εξωτερική πολιτική, τον γεωπολιτικό κίνδυνο, τη διεθνή ασφάλεια και τη γεωοικονομία. Συμβουλεύει και ενημερώνει κυβερνητικούς, επιχειρηματικούς και επενδυτικούς φορείς για τις γεωπολιτικές εξελίξεις και τις επιπτώσεις τους στις αγορές και στη λήψη στρατηγικών αποφάσεων.Music licensed through Soundstripe.Code: T2ASJUOZOE7DVYQF, VKKBT13ZXPI3JHSD

The Maritime Podcast
Maritime in Minutes - August 2026 in review

The Maritime Podcast

Play Episode Listen Later Sep 1, 2026 16:25


Declining seafarer happiness, soaring tanker rates, and the Arctic Silk RouteThese are just some of the stories that are covered in the latest episode of Maritime in Minutes.Seatrade Maritime News' Marcus Hand and Gary Howard reflect on the month of August, with their highlights from the news in maritime and shipping, from the biggest stories to those that simply piqued their interest.Hear more about:Geopolitical strain exposes shipping's crew welfare failingsVLCC spot rates hit the stratosphere with Sinokor Hormuz fixtureJebel Ali volumes plummet 90.1% in second quarterContainer carriers line up Arctic services as Red Sea alternativeGenco and Diana fire parting shots as Diana withdraws acquisition offerIs it time to rethink security when maritime faces continuous conflict?OFAC warns Hormuz compliance alone may breach Iran sanctionsIran threatens 45 blacklisted ships with seizure and finesNingbo-Zhoushan overtakes Singapore as world's 2nd largest container portListen to the full episode now

The Conscious Capitalists
Leading in Radical Uncertainty: Can Conscious Capitalism Survive AI, Chaos, and Financial Gravity?

The Conscious Capitalists

Play Episode Listen Later Aug 31, 2026 37:59


Can conscious leadership survive an era of disruption, geopolitical chaos, and financial pressure? The answer may lie not in better strategy but in how leaders convene, listen, and think together when no one has the answers alone.In this episode of The Conscious Capitalists, hosts Timothy Henry and Raj Sisodia sit down with transformational facilitation pioneer Jon Berghoff to preview the 2025 Conscious Capitalism CEO Summit and its theme, "Leading in Radical Uncertainty." They explore how "conscious convening" — the art of designing meaningful group dialogue — helps CEOs transform uncertainty into collective wisdom, courage, and action.Geopolitical volatility, tariffs, supply chain disruptions, and the rise of AI, quantum computing, and robotics are reshaping leadership faster than most organizations can adapt. Timothy Henry highlights the Summit's three core themes: how leaders show up personally, how organizations build internal trust, and how companies structurally prepare for an unpredictable future. He also previews speakers like Amy Fox, Melanie Del Becco of Torani, Ashley Blumenfeld of Standard Meat, Brie Olsen of PacSun, and Jana Werner's "octopus organization" model.At the heart of the episode is Berghoff's philosophy of conscious convening: collective intelligence outperforms any single expert in the room. He explains how intentional pauses for contemplation, paired with structured peer-to-peer conversations, turn passive audiences into active co-creators — "turning the room into the stage." Drawing on Amy Edmondson's research on psychological safety, he describes how offering equal invitations (not obligations) to speak creates space for CEOs to have honest, vulnerable conversations with peers.Sisodia raises a central tension: awakening to conscious capitalism is one thing; staying awake to it is far harder. He references Eric Ries's "financial gravity" — the pull toward short-term, shareholder-only thinking — and previews his session with Michael Harth on how governance can sustain conscious practices through leadership and ownership changes. The episode concludes with Berghoff's "crucible moments," including formative experiences at Vitamix and a chance meeting with Joseph Jaworski of Royal Dutch Shell, which shaped his belief that leadership is about inviting answers, not having them.Key Highlights:"It's one thing to awaken, it's another to stay awake." Adopting conscious capitalism versus sustaining it under financial pressure.Financial gravity never disappears — it must be managed, not escaped.Psychological safety isn't declared; it's designed through equal invitations to speak."Turning the room into the stage": peer dialogue surfaces insights no single speaker could deliver alone.Vulnerability is an ability, not a liability — emotional connection makes gatherings transformative.Great leaders don't have the answers; they design for them to emerge from anywhere in the room.Resources Mentioned:2026 Conscious Capitalism CEO Summit, "Leading in Radical Uncertainty" — Sept. 8–10, Beaver Creek, CO.Amy Edmondson's research on psychological safety.Eric Ries's "financial gravity" framework.XChange, Berghoff's company, which has trained 26,000+ change agents in conscious convening.Joseph Jaworski (Royal Dutch Shell) and Jodi Berg/Lori Connors (Vitamix) — mentors behind Berghoff's philosophy.Speaker preview: Amy Fox, Melanie Del Becco, Ashley Blumenfeld, Brie Olsen, Jana Werner.About the Guest:Jon Berghoff is a pioneer in transformational facilitation and founder of XChange, which has trained over 26,000 change agents in 50+ countries in the art of conscious convening. He has designed and led gatherings for Facebook, BMW, NASA, HP, Google, Stanford University, and Conscious Capitalism. Berghoff previously served as a senior leader at Vitamix before founding his own company. He will serve as lead facilitator for the 2025 Conscious Capitalism CEO Summit, "Leading in Radical Uncertainty," September 8–10 in Beaver Creek, Colorado. Learn more at consciouscapitalism.org.Enjoying the show? A quick review on Apple Podcasts or Spotify helps us reach more listeners. Transcripts and show notes are available at The Conscious Capitalists.Timestamps:0:00 — Cold open and introduction of Jon Berghoff3:06 — CEO Summit overview: "Leading in Radical Uncertainty"8:47 — Jon Berghoff defines "conscious convening"12:31 — Making sense of disruption-era information overload15:07 — Raj Sisodia on "financial gravity" and collective courage17:39 — How psychological safety is built in a room of CEOs20:21 — Preview of Raj's Summit session on sustaining consciousness24:00 — Berghoff's breakthrough facilitation stories from past Summits31:36 — Berghoff's crucible moments: Vitamix and Joseph Jaworski34:39 — Raj on love, vulnerability, and the heart of conscious business37:19 — Closing remarks and Summit details

Successful Farming Daily
Successful Farming Daily, August 31, 2026

Successful Farming Daily

Play Episode Listen Later Aug 31, 2026 5:48


Geopolitical tensions are sending crude oil prices higher and shaking grain markets, with corn and soybeans leading the way. SF Daily host Lorrie Boyer breaks down the latest market moves, cattle trade, extreme heat, and the risks facing agriculture.

The Pulse of Israel
How Netanyahu Turned Oct. 7 Into a Stunning Geopolitical Victory — Caroline Glick Explains

The Pulse of Israel

Play Episode Listen Later Aug 30, 2026 19:05


Caroline Glick delivered a powerful speech at our fourth annual Pulse of Israel conference at the Begin Center in Jerusalem, explaining what she sees as one of the most overlooked stories of this war: how Prime Minister Benjamin Netanyahu transformed Israel's darkest moment into an extraordinary geopolitical opportunity.We had originally invited Prime Minister Netanyahu himself to address our conference. He was scheduled to participate, but at the last minute was unable to make it. Instead, he asked his close adviser Caroline Glick to speak in his place, and she delivered a message everyone needs to hear.After the Simchat Torah, October 7th massacre, Israel appeared more vulnerable than at almost any moment in its modern history. Hamas attacked from Gaza, Hezbollah opened another front from Lebanon, Iran and its proxies threatened Israel across the region from multiple fronts, and enormous international pressure mounted on Israel to stop the war without any semblance of victory or even deterrence.Yet Netanyahu ensured that Israel fought back.Glick explains the strategy behind Netanyahu's leadership and how Israel gradually transformed the strategic reality of the Middle East, degrading Hamas, delivering devastating blows to Hezbollah, confronting Iran directly, and demonstrating that the Jewish state would no longer simply absorb attacks from Iran's ring of fire.But her message goes beyond military achievements.She explained Netanyahu's secret behind the strategy that led Israel to fight the war while withstanding the tremendous international pressure - the economy.For decades, Israel repeatedly won on the battlefield only to surrender strategic achievements under diplomatic pressure. The lesson of this war is different: military victories must be translated into lasting geopolitical victories, that are only attainable with a strong economy.Whether you support Netanyahu or criticize him, Caroline Glick's analysis of Netanyahu's policies, what has happened since October 7th, and where Israel goes from here, is essential viewing.Am Yisrael Chai! Join Our Whatsapp Channel: https://chat.whatsapp.com/GkavRznXy731nxxRyptCMvFollow us on Twitter: https://x.com/AviAbelowJoin our Telegram Channel: https://t.me/aviabelowpulseFollow us on Instagram: https://www.instagram.com/pulse_of_israel/?hl=enPulse of Israel on Facebook: https://www.facebook.com/IsraelVideoNetworkVisit Our Website - https://pulseofisrael.com/Donate to Pulse of Israel: https://pulseofisrael.com/boost-this-video/

Chhatrapati Shivaji Maharaj
The Nizam Begs for Mercy! Bajirao's Ultimate Geopolitical Trap | नालछाचा मास्टरस्ट्रोक

Chhatrapati Shivaji Maharaj

Play Episode Listen Later Aug 30, 2026 2:11


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

Chhatrapati Shivaji Maharaj
The Nizam Begs for Mercy! Bajirao's Ultimate Geopolitical Trap | नालछाचा मास्टरस्ट्रोक

Chhatrapati Shivaji Maharaj

Play Episode Listen Later Aug 29, 2026 2:14


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 Final Bell
Geopolitical Risk Premium Pushes Markets Higher |Channel Final Bell with Mike Zuzulo

The Final Bell

Play Episode Listen Later Aug 27, 2026 12:02


The trade wakes up to the long-term implications of a Black Sea war with no end in sight. Global grain demand will be high as yield expectations for Europe and the US continue to fall back. Cattle moved higher today in a technical bump while the market still searches for the bottom. Mike Zuzulo with Global Commodity Analytics recaps today's trade.

Chhatrapati Shivaji Maharaj
The Nizam Begs for Mercy! Bajirao's Ultimate Geopolitical Trap | नालछाचा मास्टरस्ट्रोक

Chhatrapati Shivaji Maharaj

Play Episode Listen Later Aug 27, 2026 2:11


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

Money Tree Investing
The Secret Gold Formula - Know What Gold Will Do Next

Money Tree Investing

Play Episode Listen Later Aug 26, 2026 54:12


Gold, Bitcoin, and bonds are sending very important signals right now if you're paying attention. Today we talk about the growing concerns in the bond market, including surging Treasury yields, government intervention, persistent inflation, massive deficits, and the potential impact on mortgage rates and the housing market. We also cover recent moves in stocks, gold, silver, Bitcoin, commodities, and the dollar, with gold showing particular strength as investors seek alternatives amid bond-market uncertainty and concerns about currency debasement. We explore growing demand for precious metals, central-bank gold buying, silver's industrial demand from AI and infrastructure, and the possibility of further volatility from the paper-to-physical gold market. As always, remain cautious, watch market reactions rather than headlines, and pay close attention to what happens after Labor Day as investors return and markets establish a clearer direction. We discuss... Bond yields surged to multi-decade highs, raising concerns about inflation, government deficits, and financial stability. The U.S. Treasury intervened in the long-end of the bond market to help control rising borrowing costs. Investors are increasingly demanding higher term premiums because of massive government debt issuance and persistent deficits. Rising Treasury yields pushed 30-year mortgage rates back above 6.6%, adding pressure to an already frozen housing market. The S&P 500 has remained near the top of its trading range while the Nasdaq has largely moved sideways. Gold surged unexpectedly, with its strength potentially reflecting investor concerns about the bond market and a search for safe-haven assets. Silver has moved alongside gold, suggesting healthier momentum across precious metals than seen during previous periods of divergence. The dollar remains within a broader trading range, making its direction an important indicator of overall market health. Persistent inflation and uncertainty over Federal Reserve policy are pushing investors to reconsider expectations for interest-rate cuts. Geopolitical tensions involving Iran and potential energy supply disruptions could add further inflationary pressure through higher oil prices. Trade tensions and tariffs involving the United States, Canada, and Mexico were discussed as another source of economic uncertainty. Central-bank gold purchases, de-dollarization concerns, and demand for physical bullion are contributing to gold's strength. Bitcoin's recent rally was linked to changing regulation, global liquidity, bond-market conditions, and increased institutional access through spot ETFs. Bitcoin's price action was described as increasingly influenced by global liquidity and bond yields rather than its internal supply schedule alone.   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/gold-bitcoin-and-bonds-845 

Chhatrapati Shivaji Maharaj
The Nizam Begs for Mercy! Bajirao's Ultimate Geopolitical Trap | नालछाचा मास्टरस्ट्रोक

Chhatrapati Shivaji Maharaj

Play Episode Listen Later Aug 26, 2026 2:13


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

Ransquawk Rundown, Daily Podcast
EU Market Open: Europe set for a firmer open as energy benchmarks moderate on geopolitical optimism

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Aug 26, 2026 2:21


Crude futures extended their declines after falling around 5% yesterday as geopolitical developments appeared more constructive.Iran's Deputy Foreign Minister said US minesweepers are very good targets if they enter the region.APAC stocks were mostly in the green following the gains on Wall Street, where sentiment was underpinned amid Strait of Hormuz optimism, lower oil prices and a drop in yields.US equity futures were indecisive following recent gains and as participants brace for NVIDIA earnings; European equity futures indicate a mildly positive open.AUD/USD outperformance was seen following firmer-than-expected monthly inflation data, which remained above the RBA's 2%-3% price target.Looking ahead, highlights include US Durable Goods (Jul), PCE (Jul), GDP 2nd (Q2), Atlanta Fed GDP (Q3). Comments from ECB's Cipollone. Supply from Germany, Italy and the US. Earnings from NVIDIA, Salesforce & CrowdStrike.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Pharma and BioTech Daily
FDA Extends Capricor Review: $2.25B McKesson Deal | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Aug 26, 2026 5:14


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into the latest happenings in these dynamic sectors, where scientific advancements, regulatory decisions, and strategic business initiatives are continuously reshaping the landscape of healthcare. Starting with a significant regulatory update, the FDA has granted Capricor Therapeutics a three-month extension to review Phase 3 data for Deramiocel, a promising treatment targeting upper limb functionality in Duchenne Muscular Dystrophy (DMD). This decision underscores not only the complexity of analyzing data in neuromuscular diseases but also highlights the stringent requirements for treatments that aim to improve quality of life for patients with conditions like DMD. In other regulatory news, Johnson & Johnson has expanded the label for its monoclonal antibody IMAAvy (nipocalimab) to treat warm autoimmune hemolytic anemia. This approval is based on compelling Phase 2/3 clinical data and emphasizes the growing role of monoclonal antibodies in targeting autoimmune disorders. These developments offer promising new therapeutic avenues and signify a shift towards more precise treatment options. Moving to infection control, GSK's Hibsago (bepirovirsen) has received approval in Japan for chronic hepatitis B. This antisense oligonucleotide aims for a functional cure by targeting the hepatitis B surface antigen, representing a significant leap forward in infectious disease management. Similarly, Biocon Biologics' biosimilar pegfilgrastim has been approved in Japan for supportive care in neutropenia, crucial for cancer patients undergoing chemotherapy. These approvals highlight the global acceptance of biosimilars as effective and cost-efficient alternatives. The business landscape is also evolving with noteworthy partnerships and acquisitions. Lundbeck and Eversana are expanding their AI-driven commercialization efforts across the U.S., reflecting how advanced technologies are becoming integral to marketing strategies. Meanwhile, McKesson's $2.25 billion acquisition of Precision Medicine Group underscores the strategic focus on oncology and personalized medicine—an area poised for substantial growth. Innovation continues with AC Immune's positive Phase 1 data for ACI-19764, an oral NLRP3 inhibitor targeting chronic inflammatory disorders. This advancement could potentially revolutionize treatments for inflammation-related conditions affecting cardiovascular and neurological health. In ophthalmology, Bausch + Lomb is pushing forward with its combination eye drop therapy into Phase 3 trials for dry eye disease, demonstrating resilience and commitment despite earlier challenges. Shifting focus to obesity treatment, Eli Lilly's launch of Foundayo in the UK presents formidable competition to Novo Nordisk's Wegovy. This move signifies an intensifying race in obesity management, with potential implications for market dynamics and revenue streams. On the financial front, Hansa Biopharma is gearing up for a potential Nasdaq IPO as it awaits FDA decisions on its kidney transplant drug candidates. Amidst this backdrop, Massachusetts has seen a 25% surge in biotech venture funding this year despite challenges faced by startups. Turning to scientific breakthroughs, Jazz Pharmaceuticals has secured FDA approval for its HER2 bispecific antibody Ziihera as a first-line treatment for HER2-positive stomach cancer. This represents not only a new treatment paradigm but also positions Jazz Pharmaceuticals favorably within an estimated $2 billion market potential. In judicial updates, Merck and AstraZeneca's legal challenges against Medicare's drug price negotiation authority have been dismissed. This outcome supports efforts to reduce healthcare costs through negotiated pricing—a move that could reshape pharmaceutical pricing strategies significantly. Meanwhile, Sentivera's licensing deal focused on inflammatory diseases illustrates the financial potential and therapeutic promise of targeting inflammation—a pathway implicated in numerous serious health conditions. Geopolitical dynamics also play a role as concerns arise about China potentially outpacing U.S. companies in biotech innovation. Such developments may influence future policy decisions regarding international collaborations and domestic investments. Finally, scientific exploration continues to push boundaries with advancements such as human brain organoids providing new insights into neurological disorders and potential therapies. Eli Lilly's collaboration on trans-amplifying RNA vaccines further highlights RNA technology's expanding role post-mRNA vaccine success during COVID-19. As these stories unfold, they paint a picture of an industry marked by relentless innovation and strategic foresight aimed at improving patient outcomes globally. From regulatory hurdles to cutting-edge science, each development contributes to a healthcare environment that is increasingly dynamic and poised for future breakthroughs. Stay tuned as we continue to track these important stories impacting the world of pharmaceuticals and biotechnology.Support the show

The Tech Blog Writer Podcast
Moving AI Beyond Black Box Answers With Neo4j

The Tech Blog Writer Podcast

Play Episode Listen Later Aug 24, 2026 28:06


Can organizations trust an AI recommendation when they cannot understand the evidence, relationships, and previous decisions behind it? In this episode of Tech Talks Daily, I welcome back Jim Webber, Chief Scientist at Neo4j, to discuss the company's acquisition of GraphAware and its move from graph database provider to graph intelligence platform. GraphAware has worked with Neo4j for many years and developed Hume, an intelligence analysis platform used to connect and examine complex information. Bringing the two companies together gives Neo4j a direct role in applications serving police forces, governments, intelligence agencies, and other organizations handling connected data. Jim explains why context has become one of the biggest requirements for dependable AI. Enterprises already possess enormous volumes of data, but facts alone provide endpoints rather than the complete path leading to a decision. An agent needs to understand the knowledge available, the conversation taking place, and the record of previous decisions. It also needs to know which actions produced good outcomes and which produced poor ones. Jim compares these information layers to SimCity. Each can be viewed separately, but their greater value appears when they are combined. Knowledge, conversations, and decision traces can then help an agent understand why something happened and learn from the result. This introduces an interesting lesson from scientific research. Positive outcomes are frequently published, while failed experiments receive less attention. An AI agent needs both. Recording the breadcrumbs behind good and bad decisions provides the material required to improve its future behavior. We also discuss why large language models cannot understand every organization by themselves. Jim describes a model as a lossy compression of the internet. It can generate impressive natural language, but it does not automatically understand a company's policies, customers, history, evidence, or operating environment. Retrieval augmented generation can introduce relevant organizational information into the process. Graph RAG adds relationships between facts, helping the system understand how people, events, products, accounts, and other entities connect. According to research Jim references from the National Innovation Centre for Data, Graph RAG can improve accuracy while reducing costs by using fewer, higher-quality tokens. Explainability becomes especially important when AI supports decisions across policing, cyber defense, taxation, intelligence, banking, and government. A fluent answer may sound authoritative while containing a serious technical mistake. Jim shares an example from his own work where an agent confidently warned him about a "committed minority" inside a fault-tolerant computing protocol. The statement sounded plausible, but only a majority could commit within that protocol. Someone without Jim's technical knowledge might have accepted the recommendation and removed working code. This leads us to human oversight. Jim argues that the correct level depends on the consequences of the action. Automating a routine banking process with monitoring and safeguards may improve the customer experience. Ordering someone's arrest based solely on an agent's conclusion demands human involvement. We also consider digital sovereignty and why control over data has become a strategic concern for governments and large enterprises. Geopolitical instability, overseas technology dependencies, privacy requirements, and changing national policies are forcing leaders to ask where their data resides and whether they can retrieve or move it. Jim explains how Neo4j intends to offer organizations flexibility over where their information is stored and how it is deployed. The discussion also examines the opportunity for Neo4j and Hume to provide an alternative within a market where Palantir has held a powerful position. Looking ahead, Jim imagines intelligence analysts directing swarms of digital agents. Those agents could search data, connect evidence, identify relevant patterns, and present findings while humans retain responsibility for consequential decisions. If AI can connect information at machine speed, how do we ensure the person making the final decision can inspect the evidence and challenge the conclusion? Listen to the episode and share your thoughts with me.

Midrats
Episode 767: Battle Damage Repair for Arleigh Burke–Class Destroyers--with Brad Martin

Midrats

Play Episode Listen Later Aug 24, 2026 62:04 Transcription Available


For me, it is funny but serious that the phrase I started saying in 2019 that we were going to keep building Arleigh Burke DDGs “until the crack of doom” has turned into prophecy. With the anticipated death of DDG(X) and FFG-62, the Burkes are about the only game in town. That fact naturally flows into a point we have raised here and on the Midrats Podcast for the last couple of decades: How are we going to conduct repair and maintenance under combat conditions should we find ourselves in a fight west of the International Date Line?Well, we've got the perfect intersection of both issues for the next episode of Midrats.This RAND Report from May caught my eye:The Arleigh Burke–class guided missile destroyer, commonly known as a DDG-51, is the primary surface combatant vessel of the U.S. Navy. These ships—designed to operate in contested environments—are likely to sustain widespread battle damage from diverse attacks should a conflict develop in the Indo-Pacific region. The prevalent nature of this damage would give rise to the greatest demand for ship repair that the Navy has experienced since World War II.To evaluate requirements for and potential issues with a significant demand for salvaging and repairing battle-damaged destroyers, the authors conducted a tabletop exercise on August 13–14, 2025, with participants from the United States and allied nations in the Indo-Pacific. The participants were split into four groups, and each group represented U.S. and allied stakeholders who would be involved in the repairs.The report is titled, Battle Damage Repair for Arleigh Burke–Class Destroyers: Tabletop Exercise Results.Our guest is one of the authors of the report, Bradley Martin.Bradley Martin is a senior policy researcher at RAND. He retired from the Navy as a surface warfare Captain after 30 years of service, including four command tours.In addition to his operational tours, Martin served on the staff of U.S. Forces Japan, on the OPNAV staff as an operations analyst, and, most recently, as the Navy coordinator for participation in Joint Staff and OSD requirements and resources forums. His subspecialties included operations research, operational logistics, and strategic planning. His work at RAND focuses on Navy force structure and capabilities, supply chain security and resilience, and national security strategy. Prior to joining the Navy, he achieved a doctorate in political science from the University of Michigan, while working as a research assistant for the Correlates of War Project.Show LinksBattle Damage Repair for Arleigh Burke–Class DestroyersRepair CFT Brief for JTEG Forum on “Expeditionary Repair” CDR Erich C. Schwarz, USN, July 2022SummaryIn this episode, we explore the insights from a recent tabletop exercise on naval repair capabilities and strategic challenges in the Indo-Pacific, featuring Captain Brad Martin. We discuss the importance of organic repair assets, the vulnerabilities of fixed bases, and the need for adaptable logistics in wartime scenarios.Chapters00:00: Introduction to the tabletop exercise and its significance04:02: What makes a successful tabletop exercise and team composition09:01: Key findings: surprises and vulnerabilities in naval repair15:03: The importance of organic repair capabilities and their current gaps21:03: Lessons from history: Cold War to modern challenges27:11: The impact of logistics, parts, and industrial base on wartime readiness34:01: Geopolitical considerations and the role of partner nations40:09: The need for mobile, flexible repair assets in contested environments50:05: Concluding thoughts: preparing for a prolonged conflict

The Jaipur Dialogues
India's BIG Geopolitical Counterattack! BRICS Game | Xi Coming to India? | Maj Gen Rajiv Narayanan

The Jaipur Dialogues

Play Episode Listen Later Aug 24, 2026 64:35


India's BIG Geopolitical Counterattack! BRICS Game | Xi Coming to India? | Maj Gen Rajiv Narayanan

The John Batchelor Show
S8 Ep1333: Alan Taylor, author of American Civil Wars: A Continental History, 1850–1873, Part One: Taylor examines the ideological and geopolitical conflicts of mid-19th-century North America. He profiles figures like expansionist Jane McManus Cazneau,

The John Batchelor Show

Play Episode Listen Later Aug 23, 2026 37:29


The PetroNerds Podcast
Pipelines, Chokepoints, and the New Geopolitical Map

The PetroNerds Podcast

Play Episode Listen Later Aug 23, 2026 65:06


https://www.youtube.com/watch?v=Nto_uVvh6zE Recorded August 20th, 2026 and August 11th, 2026 In this special crossover episode of the PetroNerds Podcast, Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, sits down with energy analysts David Blackmon and Stu Turley for a wide-ranging discussion about oil prices, record U.S. production, global energy security, refining constraints, strategic petroleum inventories, and the geopolitical transformation of global oil flows. Key Takeaways Stable oil prices do not mean the physical petroleum market is calm. Record U.S. production, particularly from the Permian Basin, has helped prevent a sustained global price shock. Global markets are adapting through alternative trade routes, pipelines, inventory draws, tanker shifts, and refinery adjustments. Refining constraints and transportation risks increasingly influence fuel availability and regional prices. Market stress may appear in shipping rates, insurance costs, crude differentials, inventories, and refinery margins before reaching WTI or Brent prices. Major conflicts and disruptions are hitting nearly every part of the global petroleum system. Iranian and Russian barrels are moving through alternative trading networks. Tankers and energy infrastructure are under attack. The Red Sea remains vulnerable. Russian refineries have been targeted. The Strait of Hormuz continues to sit at the center of the global energy-security debate. Yet the oil market has not experienced the sustained price shock that many analysts expected. Why? Trisha explains that the answer begins with the strength of U.S. oil production, particularly the Permian Basin, but it does not end there. Global oil markets have adapted through alternative supply routes, pipeline systems, inventory draws, changes in tanker movements, refinery adjustments, and the continued availability of U.S. crude oil and petroleum-product exports. The conversation also examines an increasingly important distinction: a stable benchmark oil price does not necessarily mean that the physical oil market is calm. Stress can appear in tanker rates, war-risk insurance, crude differentials, delivery premiums, refinery margins, inventories, and regional gasoline and diesel prices without being fully reflected in headline WTI or Brent prices. This episode was originally recorded as a crossover discussion with David Blackmon and Stu Turley and is presented here as PetroNerds Podcast Episode 163. About the PetroNerds Podcast The PetroNerds Podcast, hosted by Trisha Curtis, delivers in-depth analysis of crude oil, natural gas, shale production, energy economics, geopolitics, technology, and global commodity markets. PetroNerds goes beyond headlines and market narratives to examine the production data, infrastructure, economics, policies, and geopolitical forces shaping the energy industry.

The John Batchelor Show
S8 Ep1330: Henry Sokolski warns that while nuclear negotiations focus heavily on Iran's uranium, Iran has a neglected second path to weapons: hundreds of bombs' worth of plutonium stored at the Bushehr plant. Sokolski also criticizes the geopolitical re

The John Batchelor Show

Play Episode Listen Later Aug 22, 2026 17:50


Henry Sokolski warns that while nuclear negotiations focus heavily on Iran's uranium, Iran has a neglected second path to weapons: hundreds of bombs' worth of plutonium stored at the Bushehr plant. Sokolski also criticizes the geopolitical reliance on Elon Musk's Starlink, arguing that a private company should not make critical military decisions, such as approving Ukrainian drone strikes inside Russia. In Asia, Sokolski addresses North Korea's estimated arsenal of 57 nuclear weapons. Finally, he discusses gray-zone warfare with Russia and the debated trillion-dollar cost of the proposed "Golden Dome" U.S. missile defense system. (7)

The Larry Kudlow Show
The Larry Kudlow Show: Stock Market Slopes And Geopolitical Hills

The Larry Kudlow Show

Play Episode Listen Later Aug 22, 2026 120:09 Transcription Available


Larry Kudlow hosts The Larry Kudlow Show Saturdays from 10am–1pm on 77WABC, delivering expert analysis on the economy, markets, and politics. A veteran economist and FOX Business host, he offers decades of financial and policy experience.Join Larry Kudlow as he speaks with various guests about the trajectory of the economy, the current events in the world, and more on WABC.

The Marc Cox Morning Show
Jim Carafano: Middle East Security, Iranian Nuclear Progress, and Geopolitical Strategy

The Marc Cox Morning Show

Play Episode Listen Later Aug 21, 2026 6:06


National security and Middle East strategy take center stage with guest Dr. Jim Carafano from The Heritage Foundation. Carafano analyzes fresh intelligence concerns regarding Iran's nuclear capabilities, emphasizing that Tehran's timeline to a functional weapon remains a political decision rather than a technical bottleneck. He breaks down the strategic difference between rogue states like North Korea and an oil-wealthy Iran, explaining how a nuclear-armed Tehran would trigger an immediate regional arms race across Saudi Arabia, Turkey, and Egypt. Hashtags: #JimCarafano #HeritageFoundation #IranNuclear #MiddleEastSecurity #ForeignPolicy #NationalSecurity #TalkRadio

The Credit Edge by Bloomberg Intelligence
BMO Slashes Junk Debt Holdings as Geopolitical, Economic Risks Spread

The Credit Edge by Bloomberg Intelligence

Play Episode Listen Later Aug 20, 2026 52:44 Transcription Available


BMO Asset Management, which oversees almost C$300 billion ($218 billion), has cut its junk-bond holdings and moved into safer parts of credit as geopolitical and macroeconomic pressures mount. “We love the movie — we’re still there — but we’re just getting a seat closer to the exit,” Earl Davis, the firm’s head of fixed income and money markets, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Spencer Cutter in the latest Credit Edge podcast. “You’re not getting paid to hold as much risk here,” he says. They also discuss why the financial and energy sectors look attractive, how to play hyperscaler bond issuance and opportunities in Canada’s nascent high-yield market, including debt from commodity and defense companies. See omnystudio.com/listener for privacy information.

RealAgriculture's Podcasts
Manage your upside expectations on wheat despite Black Sea trouble, says Driedger | RealAg Markets

RealAgriculture's Podcasts

Play Episode Listen Later Aug 20, 2026 9:28


Geopolitical disruptions and infrastructure targets in the Black Sea are causing significant uncertainty in global wheat markets, causing farmers to question how the wheat market is going to play out. In this interview, RealAgriculture’s Shaun Haney sits down with Jon Driedger of Leftfield Commodity Research to analyze the shifting fundamentals of the global wheat market.... Read More

expectations manage markets wheat upside geopolitical black sea driedger shaun haney realagriculture realag
Rob Black and Your Money - Radio
Stock Market Is Shrugging Off Geopolitical Risks

Rob Black and Your Money - Radio

Play Episode Listen Later Aug 19, 2026 42:42


The third quarter has been an upbeat one for stocks with the S and P 500 overcoming earlier July weakness to put up three straight weeks of gains, Earnings on Wall Street have pushed markets to near All Time Highs, Saturday September 12th at 10am is the Taxes in Retirement seminar with EP Wealth Advisors and CFP's Ryan Ignacio and Julie Chan-O'Rourke at the Don Tatzin Community Hall at the Lafayette Library

Monocle 24: The Briefing
How do trade routes tip the balance of geopolitical scales?

Monocle 24: The Briefing

Play Episode Listen Later Aug 19, 2026 29:43


China is launching an Arctic Sea route as an alternative to the fraught Middle East shipping lanes. How would this shift global ties? Plus: will Moldova and Romania merge? Then: Libyan reggae and Lebanese city-pop with Habibi Funk.See omnystudio.com/listener for privacy information.

WTFinance
Marc Faber's 2026 Warning: "Devastating Recession" as AI Bubble Bursts

WTFinance

Play Episode Listen Later Aug 19, 2026 39:04


Interview recorded - 17th of August, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Marc Faber. Marc is a well known contrarian investor & the Editor and Publisher of the “Gloom, Boom & Doom Report”.During our conversation we spoke about his overview of the economy, the K shaped economy, market manipulation, whether we've reached a peak, geopolitical risks, protecting wealth and more. I hope you enjoy!0:00 - Introduction1:05 - Overview of the economy and markets?4:13 - K shaped economy7:04 - Manipulation8:45 - AI bubble13:27 - Record leverage15:15 - Market peak?20:12 - How to fix the economy?25:29 - How to protect money27:05 - Geopolitical risk31:35 - The new system34:11 - Underappreciated assets36:50 - One message to takeaway?Dr Marc Faber was born in Zurich, Switzerland. He went to school in Geneva and Zurich and finished high school with the Matura. He studied Economics at the University of Zurich and, at the age of 24, obtained a PhD in Economics magna cum laude.Between 1970 and 1978, Dr Faber worked for White Weld & Company Limited in New York, Zurich and Hong Kong. Since 1973, he has lived in Hong Kong. From 1978 to February 1990, he was the Managing Director of Drexel Burnham Lambert (HK) Ltd. In June 1990, he set up his own business, publishing a widely read monthly investment newsletter “THE GLOOM BOOM & DOOM” report which highlights unusual investment opportunities.He is also the author of several books including “TOMORROW'S GOLD – Asia's Age of Discovery” which was first published in 2002 and highlights future investment opportunities around the world. “TOMORROW'S GOLD” was for several weeks on Amazon's best seller list and has been translated into Japanese, Korean, Thai and German.Dr. Faber is also a regular contributor to several leading financial publications around the world.A book on Dr Faber, “RIDING THE MILLENNIAL STORM”, by Nury Vittachi, was published in 1998.A regular speaker at various investment seminars, Dr Faber is well known for his “contrarian” investment approach.Marc Faber -Website - https://www.gloomboomdoom.com/Twitter - https://twitter.com/gloomboomdoom?lang=enLinkedIn - https://www.linkedin.com/in/marc-faber-gloomboomdoom/?originalSubdomain=hkWTFinance -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

TD Ameritrade Network
Highs & Lows in TGT, LOW Earnings as U.S.-Iran War Pressure Lingers

TD Ameritrade Network

Play Episode Listen Later Aug 19, 2026 7:57


Geopolitical pressures continue to beat down market sentiment even as earnings season continues to show strong results. Tom White takes investors through what he's watching in Wednesday's expected market moves. On the earnings front, Target (TGT) posted a strong report but shares didn't move much. Tom points to profit-taking as the culprit. He turns elsewhere in the retail space to Lowe's (LOW) earnings and compares its report to Home Depot (HD). ======== 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

The John Batchelor Show
S8 Ep1289: Londinium Chronicles — Multi-Part, Part Three: Gaius (John Batchelor) and Germanicus (Michael Vlahos) close with the death of diplomacy as a geopolitical tool. Gaius provides a detailed historical account of the Japanese surrender in 1945, no

The John Batchelor Show

Play Episode Listen Later Aug 17, 2026 16:03


Londinium Chronicles — Multi-Part, Part Three: Gaius (John Batchelor) and Germanicus (Michael Vlahos) close with the death of diplomacy as a geopolitical tool. Gaius provides a detailed historical account of the Japanese surrender in 1945, noting that even firebombing and atomic weapons failed to move the military Big Six until the Emperorintervened with a secret recording, the imperial rescript. Germanicus argues that the United States is currently failing because it has abandoned diplomatic channels in favor of proxy wars and sanctions, which often backfire by existentially energizing the target populations. He specifically cites Iran, claiming that unlike wartime Japan, which was on the brink of starvation, Iran has been united by external aggression and will not yield to anything short of an existential weapon that the United States is unwilling or unable to use. He laments that after the fall of the Soviet Union in 1991, the American elite began acting as Olympians who felt they no longer needed to negotiate, leading to the current state of defeat and despair. The debate concludes with the two men awaiting the completion of their wine bar expansion while predicting that a true revolution or revival of these core institutions is at least thirty years away. (3)

Midrats
Episode 766: Mid-August Maritime Melee

Midrats

Play Episode Listen Later Aug 17, 2026 67:46 Transcription Available


What a great weekend for a good old fashioned Midrats Podcast Maritime Melee!Petty domestic political posturing has decided to broach a whole series of our favorite subjects for the last 17 years: carrier shortages, neglect of our auxiliaries in our Combat Logistics Force, leadership at sea, ships adrift…enough for a whole series of shows, but Mark and I promise to keep today's show to an hour.Show LinksSnopes on USS Abraham Lincoln (CVN 72) issuesWSJ article on Admiral Cooper's visit to ABECasey William's dad being a good dadUSS Benfold (DDG 65) loses powerChapters00:00: Introduction and overview of naval challenges02:07: The need for more ships and the Ship Act04:14: Historical context of fleet size and shipbuilding07:06: Deployment length, mental health, and port visits11:59: The aging fleet and the importance of new ships16:08: Logistics challenges in the Indo-Pacific region20:04: Power outages and maintenance on USS Benfold24:55: The political landscape and funding issues29:51: Mental health support and sailor resilience35:03: Geopolitical considerations and port call limitations39:55: Technological innovations and future ship designs45:01: The importance of bipartisan support for naval modernization49:45: Conclusion and call to action for naval investment

Conservative Daily Podcast
Joe Oltmann Untamed | Joe's Conversation W/ Halsey English and Patrick Byrne: Dear Mr. President | 08.11.26

Conservative Daily Podcast

Play Episode Listen Later Aug 11, 2026 115:59


In this high-stakes episode, Joe fires on all cylinders from the standard-setting open, issuing an urgent wake-up call to the American public and delivering a direct, uncompromising message to President Trump. Stripping away the establishment noise, Joe dives headfirst into new evidence surrounding election integrity, highlighting the raw revelations from the Bernstein–Benny Johnson interview alongside explosive commentary from Patrick Byrne. Byrne breaks down critical allegations concerning Eric Coomer and Dominion Voting Systems, detailing hidden email trails and exposing institutional cover-ups. With battle lines clearly drawn, Joe challenges leadership to listen to the people who continue to stand and fight for the nation.Geopolitical expert and commentator Halsey English joins the show for a deep dive into the crumbling foreign policy consensus in Washington. As American voters shift decisively toward protectionism and domestic priorities, English examines how long the political establishment can sustain overseas commitments without suffering a total collapse of authority. From the escalating risks of military overextension in the Middle East to balancing the dual threats of Russia and China, the discussion zeroes in on the sharpest fault lines within the conservative movement. English and Joe dissect the fierce internal battles over government spending, surveillance, and foreign aid—asking whether these factional splits, along with nascent third-party efforts like those backed by Thomas Massie, could permanently fracture the party.Joe confronts institutional malfeasance and the battle over life with relentless focus. The show unpacks newly exposed text messages released by Senator Ron Johnson, revealing that Dr. Anthony Fauci was privately tracking evidence linking COVID-19 vaccines to miscarriages in early 2021. Demanding immediate legal accountability from state AGs and federal prosecutors, Joe contrasts this bureaucratic deceit with the radical policy push out of Massachusetts, where Governor Maura Healey signed legislation eliminating gestational limits on abortion up to birth. Joining a growing roster of jurisdictions without time cutoffs, the move serves as a stark reminder of the cultural and moral battles defining today's political landscape.