Podcasts about geopolitical

Geopolitical badass Xoaquin Flores rejoins the podcast to help me unravel why the alternative media space is suffereing the same types of meltdowns as the legacy (undead) media when it comes to Trump, Putin, Israel and how they are resolving the old Gordian knots of geopolitics.Show Notes:Xoaquin on TelegramXoaquin's post on Trump and Putin Tom on XTom on Patreon

In the latest episode of Nerd Out, Dave and Alec ran through some of the incidents over the past week to talk about what happened, what impact it has on organizations, and what strategies organizations can take. The events included discussions on:Severe weather to include NOAA's latest hurricane forecast.Sabatoge in France.Geopolitical events hitting the homeland.The second season of Andor.Extreme Weather PreparednessNOAA predicts above-normal 2025 Atlantic hurricane season - https://www.noaa.gov/news-release/noaa-predicts-above-normal-2025-atlantic-hurricane-seasonWeather-related Power Outages Rising - https://www.climatecentral.org/climate-matters/weather-related-power-outages-risingAnti-government group threatens crucial weather radars, NOAA warns - https://www.washingtonpost.com/nation/2025/05/07/anti-government-weather-radar-conspiracy/How to Prepare for a Hurricane - https://www.fema.gov/blog/how-prepare-hurricaneFrance Sabotage AttacksFrance blames sabotage for second Riviera blackout, boosts security - https://www.france24.com/en/europe/20250526-france-sabotage-power-blackout-cannes-nice-rivieraHeightened Political Violence and Nihilistic Violent ExtremismWhy White Supremacists Are Trying to Attack Energy Grids - https://www.nytimes.com/2024/08/08/us/white-supremacist-power-grid-attacks.htmlJewish Museum killings show how hard it is to stop radicalized lone wolf attacks - https://www.nbcnews.com/news/amp/rcna208656The Escalating Attacks on Tesla Facilities - https://www.csis.org/analysis/escalating-attacks-tesla-facilitiesHow Burning Teslas and Killing Billionaires Became a Meme Aesthetic for Political Violence - https://networkcontagion.us/wp-content/uploads/NCRI-Assassination-Culture-Brief.pdf‘Welcome Spring, Burn a Tesla': The Insurrectionary Anarchist Campaign Against Tesla - https://gnet-research.org/2025/05/21/welcome-spring-burn-a-tesla-the-insurrectionary-anarchist-campaign-against-tesla/Nihilistic Violent Extremism: A Valuable Stride Forward in American Counterterrorism - https://www.justsecurity.org/113463/nihilistic-violent-extremism-american-counterterrorism/

Macro trends blogger and economist David Woo @DavidWooUnbound, CEO of David Woo Unbound, a global forum devoted to the promotion of fact-based debates about markets, politics, and economics, joins Julia La Roche on episode 260 to discuss tariffs, markets, and geopolitics. Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/julia Woo, the former head of Global Interest Rates, Foreign Exchange, Emerging Markets Fixed Income Strategy & Economics Research at Bank of America, is known for some of his bold and contrarian calls, including Trump winning the presidential race in 2016 (https://www.cnbc.com/2016/12/08/bofaml-analyst-got-ovation-from-co-workers-the-morning-after-election.html), and that the 2020 US presidential election would be much closer than expected and the results contested (https://www.afr.com/policy/economy/the-dangerous-groupthink-stalking-wall-street-20210909-p58q48).Links:  Youtube: https://www.youtube.com/@DavidWooUnbound Website: https://www.davidwoounbound.com/ Twitter/X: https://twitter.com/DavidwoounboundTimestamps: 0:00 Welcome and intro of David Woo 1:09 Macro picture and Trump's market influence 1:45 China tariff capitulation analysis 5:36 Trump as tactical trader 6:26 Understanding Trump's constraints 11:16 Investment strategy for trade war 17:32 How to win a trade war 23:03 Defensive positioning advice 24:30 Ukraine-Russia war failure 32:05 Geopolitical risk ranking 39:07 Do sanctions work? 43:55 Prediction markets on trade deals 48:53 Conservative movement struggles globally 49:28 Trump 2.0 performance critique 52:26 Elon Musk and DOGE disappointment 56:05 Closing thoughts

We live in an increasingly uncertain world. But what are the economic and financial implications of such turbulent times? What does it mean for Europe's banking and non-bank sectors, companies, households, and government finances? And how can Europe navigate such volatility? Our host Paul Gordon discusses these questions and more with expert John Fell in the latest episode of The ECB Podcast. The views expressed are those of the speakers and not necessarily those of the European Central Bank. Published on 22 May 2025 and recorded on 16 May 2025. In this episode: 01:50 Geopolitical developments and global financial imbalances How did markets react to the high level of uncertainty? 05:10 Safe havens What are safe havens? What happened to US government bonds? 09:08 Europe's reaction Can Europe afford the increased spending in security and defense? What happens to other structural challenges? 13:18 Potential unexpected consequences What positive benefits can defence spending bring? Can it boost growth? What are the solutions to instabilities that might bring? 16:33 Our guest's hot tip John shares his hot tip with our listeners. Further readings: Financial Stability Review, May 2025 https://www.ecb.europa.eu/press/financial-stability-publications/fsr/html/index.en.html Our guest's hot tip: When Genius Failed: The Rise and Fall of Long-Term Capital Management by Roger Lowenstein https://www.amazon.de/-/en/When-Genius-Failed-Long-Term-Management/dp/0375758259 European Central Bank www.ecb.europa.eu

"There's no other place on the planet where you can get together with owners of these communications companies and talk turkey." — Joe Marion, President, Cloud Communications Alliance As global tensions reshape the telecom landscape, the Cloud Communications Alliance (CCA) is assembling top leaders for its 2025 CCA European Summit in Zaventem, near Brussels, on June 16–17. In a conversation with Doug Green, Publisher of Technology Reseller News, CCA President Joe Marion offered a detailed preview of the timely and high-level agenda that will bring together executives, analysts, and policy experts for frank dialogue and strategic planning. With the theme "Navigating the Geopolitical and Economic Crossfire," this intimate 75-person summit is designed for C-level executives and decision-makers. Marion emphasized the event's relevance to both European and North American providers: "There are no walls in communications," he said, noting how cross-border policy changes, tariffs, and credit issues are affecting providers globally. Key Highlights of the Agenda: Opening Remarks by Maheen Khan, Economics Editor at The Times (London), on global polarization. Market Impact Session by Matt Townend of Cavell on the shockwaves facing European communication providers. Special Presentation from Zoom, the event's Gold Sponsor, featuring a yet-to-be-announced product update. Keynote by His Excellency Herman Van Rompuy, former Prime Minister of Belgium and first President of the European Council. Industry Insights from Dave Michels, Principal Analyst at TalkingPointz. Presentation by Destiny CEO Daan De Wever, on growing a pan-European telecom powerhouse. Panel Discussions on AI Adoption, Industry Disruption, and Strategic Partnerships. Marion noted that the conference has been designed by European members, for European members, ensuring relevance on topics such as tariffs, trade barriers, and innovation gaps between the U.S. and Europe—particularly in mobile and AI. “This isn't a trade show,” Marion stressed. “It's where real conversations happen—where partnerships are formed, deals are made, and innovation is shared.” Attendees can expect meaningful networking in a close-knit environment that fosters transparent exchange, away from the sales pitches and crowds of conventional events. Event Details: Dinner Kickoff: Evening of June 16 Main Event: June 17 at Destiny headquarters in Zaventem, near Brussels Airport Registration: cloudcommunications.com/EC25 Limited Seating: Only 90 seats available; over half are already sold. Doug Green concluded the podcast by urging attendees from across the globe to take part: “If you're in the business of communications, this is where you want to be.” For more information and to register, visit: https://www.cloudcommunications.com/events/eu-summit-2025

Market Decline and Bond Yield Surge Analysis - May 21st In this episode of Dividend Cafe, Brian Szytel discusses the significant market drop on May 21st, highlighting the Dow's 816-point decline and the movements in S&P and Nasdaq. He explains the rise in bond yields, specifically in 10-year and 30-year notes, and the impact of a lackluster 20-year bond auction following a credit downgrade. Additionally, he covers the unusual drop in the dollar amidst rising interest rates, the influence of downbeat retailer earnings, and geopolitical tensions between Israel and Iran. The episode wraps up with a preview of upcoming economic data releases including jobless claims, PMI numbers, and home sales. 00:00 Introduction and Market Overview 00:27 Bond Yields and Auctions 01:53 Year-to-Date Market Performance 02:11 Global Market Reactions 02:50 Geopolitical and Economic Factors 03:25 Conclusion and Upcoming Data Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Geopolitical analyst Jacob Shapiro discusses the transition to a multipolar world order, the state of American Empire, the emergence of new power centers, and the notion of a looming World War III. He comments on Trump's recent foray into the Middle East, China's strategic engagement in Latin America, and the fate of Mexico. He offers some tips on the way forward. Watch on BitChute / Brighteon / Rumble / Substack / YouTube Geopolitics & Empire · Jacob Shapiro: We Are Entering a Multipolar Geopolitical Environment #556 *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (15% off with GEOPOLITICS) https://easydns.com Escape Technocracy course (15% off with GEOPOLITICS) https://escapethetechnocracy.com/geopolitics PassVult https://passvult.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Jacob Shapiro https://jacobshapiro.com X https://x.com/JacobShap Substack https://jashap.substack.com Bespoke https://bespokegroup.io About Jacob Shapiro Jacob Shapiro is a geopolitical analyst who provides strategic guidance to families, investors, and corporations. He is Director of Research at The Bespoke Group, a U.S.-based wealth strategy firm that applies generational thinking to the preservation and growth of generational wealth for families around the world. His approach blends rigorous, empathetic analysis with deep confidence in human agency and the transformative power of new ideas. Jacob is a global thought leader on geopolitics and its impact on everything from global markets to supply chains. A prolific public speaker, Jacob delivers frequent keynote presentations and tailored corporate briefings. His insights help audiences and c-suites across industries like finance, agriculture, and energy make sense of the world. Jacob also hosts “The Jacob Shapiro” podcast, which features interviews with subject matter experts in geopolitics, technology, markets, and other fields. He holds a master's degree with distinction from Oxford University and a bachelor's degree in Near Eastern studies from Cornell University. He lives in New Orleans with his wife and two daughters. When he's not tweeting at 4 a.m. about the latest international developments or commodities prices, you might find him at a basketball court near you doing his best Larry Bird impersonation at a pickup game. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Markets opened lower after what Kevin Hincks attributes to "lost inertia" from investors. Geopolitical tensions between Israel and Iran led to an uptick in VIX and lower-than expected earnings from retailers added pressure this morning. Kevin offers a macro perspective on the latest market movers.======== 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

Live from the Morgan Stanley Japan Summit, our analysts Chiwoong Lee and Sho Nakazawa discuss their outlook for the Japanese economy and stock market in light of the country's evolving trade partnerships with the U.S. and China.Read more insights from Morgan Stanley.----- Transcript -----Lee-san: Welcome to Thoughts on the Market. I'm Chiwoong Lee, Principal Global Economist at Morgan Stanley MUFG Securities.Nakazawa-san: And I'm Sho Nakazawa, Japan Equity Strategist at Morgan Stanley MUFG Securities.Lee-san: Today we're coming to you live from the Morgan Stanley Japan Summit in Tokyo. And we'll be sharing our views on Japan in the context of global economic growth. We will also focus on Japan's position vis-à-vis its two largest trading partners, the U.S. and China.It's Tuesday, May 20, at 3pm in Tokyo.Lee-san: Nakazawa-san, you and I both have been talking with a large number of clients here at the summit. Based on your conversations, what issues are most top of mind right now?Nakazawa-san: There are many inquiries about how to position because of the uncertainty of U.S. trade policy and the investment strategy for governance reform. These are both catalysts for Japan. And in Japan, there are multiple governance investment angles, with increasing interest in the removal of parent-child listings, which is when a parent company and a subsidiary company are both listed on an exchange. This reform [would] remove the subsidiaries. So, clients are very focused on who will be the next candidate for the removal of a parent-child listing.And what are you hearing from clients on your side, Lee-san?Lee-san: I would say the most frequent questions we received were regarding the Trump administration's policies, of course. While the reciprocal tariffs have been somewhat relaxed compared to the initial announcements, they still remain very high; and there was a strong focus on their negative impact on the U.S. economy and the global economy, including Japan. Of course, external demand is critical for Japanese economy, but when we pointed out the resilience of domestic demand, many investors seemed to agree with that view.Nakazawa-san: How do investors' views square with your outlook for the global economy over the rest of the year?Lee-san: Well, there was broad consensus that tariffs and policy uncertainty are negatively affecting trade and investment activities across countries. In particular, there is concern about the impact on investment. As Former Fed Chair Ben Bernanke wrote in his papers in [the] 1980s, uncertainty tends to delay investment decisions. However, I got the impression that views varied on just how sensitive investment behavior is to this uncertainty.Nakazawa-san: How significant are U.S. tariffs on global economy including Japan both near-term and longer-term?Lee-san: The negative effects on the global economy through trade and investment are certainly important, but the most critical issue is the impact on the U.S. economy. Tariffs essentially act as a tax burden on U.S. consumers and businesses.For example, in 2018, there was some impact on prices, but the more significant effect was on business production and employment. Now, with even higher tariff rates, the impact on inflation and economic activity is expected to be even greater. Given the inflationary pressures from tariffs, we believe the Fed will find it difficult to cut rates in 2025. On the other hand, once it becomes feasible, likely in 2026, we anticipate the Fed will need to implement substantial rate cuts.Lee-san: So, Nakazawa-san, how has the Japanese stock market reacted to U.S. tariffs?Nakazawa-san: Investors positioning have skewed sharply to domestic-oriented non-manufacturing sectors since the U.S. government's announcement of reciprocal tariffs on April 2nd. Tariff talks with some nations have achieved some progress at this stage, spurring buybacks of export-oriented manufacturer shares. However, the screening by our analysts of the cumulative surplus returns against Japan's TOPIX index for around 500 stocks in their coverage universe, divided into stocks relatively vulnerable to tariff effects and those less impacted, finds a continued poor performance at the former. We believe it is important to enhance the portfolio's robustness by revising sector skews in accordance with any progress in the trade talks and adjusting long/short positioning with the sectors in line with the impact of the tariffs.Lee-san: I see. You recently revised your Topix index target, right. Can you quickly walk us through your call?Nakazawa-san：Yes, of course. We recently revised down our base case TOPIX target for end-2025 from 3,000 to 2,600. This revision was considered by several key factors: So first, our Japan economics team revised down its Japanese nominal growth forecast from 3.7% to 3.3%, reflecting implementation of reciprocal tariffs and lower growth forecasts for the U.S., China, and Europe. Second, our FX team lowered its USD/JPY target from 145 to 135 due to the risk of U.S. hard data taking a marked turn for the worse. The timing aligns with growing uncertainty on the business environment, which may lead firms to manage cash allocation more cautiously. So, this year might be a bit challenging for Japanese equities that I recommend staying defensive positioning with defensive non-manufacturing sectors overall.Nakazawa-san: And given tariff risks, do you see a change in the Bank of Japan's rate path for the rest of the year?Lee-san: Yeah well, external demand is a very important driver of Japanese economy. Even if tariffs on Japan do not rise significantly, auto tariffs, for example, remain in place and cannot be ignored. The earnings deterioration among export-oriented companies, especially in the auto sector, will take time for the Bank of Japan to assess in terms of its impact on winter bonuses and next spring's wage growth. If trade negotiations between the U.S. and countries including Japan make major progress by summer, a rate hike in the fall could be a risk scenario. However, our Japan teams' base case remains that the policy rate will be unchanged through 2026.Lee-san: How is the Japanese yen faring relative to the U.S. dollar, and how does it impact the Japanese stock market, Nakazawa-san?Nakazawa-san：I would say USD/JPY is not only driver for Japanese equities. Of course, USD/JPY still plays a key role in earnings, as our regression model suggests a 1% higher USD/JPY lifting TOPIX 0.5% on average. But this sensitivity has trended down over the past decade. A structural reason is that as value chain building close to final demand locations has lifted overseas production ratios, which implies continuous efforts of Japanese corporate optimizing global supply chain.That said, from sector allocation perspective, sectors showing greater resilience include domestic demand-driven sectors, such as foods, construction & materials, IT & services/others, transportation & logistics, and retails.Nakazawa-san: And finally, the trade relationship between Japan and China is one of the largest trading partnerships in the world. Are U.S. tariffs impacting this partnership in any way?Lee-san: That's a very difficult question, I have to say, but I think there are multiple angles to consider. Geopolitical risk remains to be a key focus, and in terms of the military alliance, Japan-U.S. relationships have been intact. At the same time, Japan faces increased pressure to meet U.S. demands. That said, Japan has been taking steps such as strengthening semiconductor manufacturing and increasing defense spending, so I believe there is a multifaceted evaluation which is necessary.Lee-san: That said, I think it's time to head back to the conference. Nakazawa-san, thanks for taking the time to talk.Nakazawa-san: Great speaking with you, Lee-san.Lee-san: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

On this episode of the South Carolina Lede for May 20, 2025: a look at a state Supreme Court decision upholding the six-week abortion ban law; what is holding up the big, beautiful tax and spend bill in the House; the latest on a threat against Congresswoman Nancy Mace; and more!

Iran Amidst Geopolitical TensionsTopicsUS-Iran Nuclear TalksPezeshkian Visit to BakuIran-Armenia RelationsAbraham Accords for the South CaucasusGuestEhsan Movahedian - TW/@ultra_ehsanHostsHovik Manucharyan - TW/@HovikYerevanAsbed Bedrossian - TW/@qubriqEpisode 437 | Recorded: May 16, 2025Subscribe and follow us everywhere you are: linktr.ee/groong

Send us a textGUEST: Mike Gendron, founder and director, Proclaiming the GospelPresident Trump is on historic multi-nation visit to the Middle East, where he is attempting to broker financial investments in U.S. companies and generally lower the hostile temperature of Arab nations toward one another and Israel. Geopolitical analyst Soeren Kern will join us next week to interpret all that took place and what it means for the U.S. and Israel.This week, Mike Gendron, founder and director of Proclaiming the Gospel, a ministry devoted to helping Roman Catholics understand and believe the biblical gospel, joins us to discuss the selection of a new pope, Leo XIV. Mike, a Roman Catholic for the first 35 years of his life, will tell us about the new pope, the first American-born leader of the Catholic Church, and explain core Catholic doctrines—like Peter being the first pope—and how these contrast with God's Word.But before we get to the new pope and the Roman Catholic Church, Mike and I will discuss the disheartening news this week that Josh Buice, founder and president of G3 Ministries, a ministry focused on building the church up in sound doctrine, has resigned due to the uncovering of anonymous social media accounts that he was using to slander other Christians and ministries and then lying about it.Paul told Timothy to “Pay close attention to yourself and to your teaching; persevere in these things, for as you do this you will ensure salvation both for yourself and for those who hear you” (1 Timothy 4:16). This is a sobering reminder that we must not only examine our teaching but our hearts.

The race between the United States and China for military superiority will continue to have major implications for investors. Confluence Associate Market Strategist Daniel Ortwerth joins Phil Adler to give us an update on the US-China military balance of power.

In this episode of the Contested Ground podcast, host Liam Garman is joined by Tim Knight, author of the recently released book Gallipoli Soup, to discuss the Gallipoli campaign and how Knight used narrative to bring to life the challenges faced by both Australian and Turkish soldiers in World War I. The pair begin the podcast unpacking Knight's research methodology, and how a passion for understanding led him to write Gallipoli Soup. They discuss how the book was written in a narrative format, with some fictional characters based heavily on memoirs and diary entries from soldiers, to shine a light on the conditions in Gallipoli. Knight shares some of his key lessons of the campaign, including the geopolitical and political events that led to Gallipoli. Enjoy the podcast, The Contested Ground team

Stuart J. Hooper discusses U.S. foreign policy and the current global situation. He examines whether President Trump still has some promise left in him and implores the MAGA crowd to hold the president's feet to the fire. We run through global flashpoints including Trump's recent visit to Saudi Arabia, Israel-Iran-Gaza, Russia-Ukraine, and India-Pakistan. Watch on BitChute / Brighteon / Rumble / Substack / YouTube Geopolitics & Empire · Stuart J. Hooper: Global Flashpoints & Trump's Geopolitical Legacy #554 *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use code GEOPOLITICS for 15% off!) https://easydns.com Escape The Technocracy course (15% discount using link) https://escapethetechnocracy.com/geopolitics PassVult https://passvult.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites X https://x.com/StuartJHooperYouTube https://www.youtube.com/c/StuartJHooper Substack https://stuartjhooper.substack.com About Stuart J. Hooper Stuart J. Hooper is a Lecturer (ABD PhD, MA International Politics, MA Political Science) researching the Military Industrial Complex, Elites, War & Globalism. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Today we had the pleasure of hosting Dr. Francesco Sassi for a wide-ranging discussion on global energy and geopolitics. Francesco is a Postdoctoral Fellow at the University of Oslo and previously served as a Research Fellow in energy geopolitics and markets at Ricerche Industriali ed Energetiche (RIE). Francesco holds a Ph.D. in Political Science – Geopolitics from the University of Pisa, where he focused his research on the Sino-Russian gas interdependence. We were drawn to his straightforward analysis, insightful commentary, and use of maps to bring complex dynamics to life. We were thrilled to visit with Francesco and learn from his perspective. In our conversation, we explore the rise of political risk in energy markets and the growing global interdependence of the energy system, driven by factors such as China's increasing influence in shaping energy geopolitics, new interdependencies created by energy technology, trade and manufacturing, as well as disruptions like COVID-19 and the Russia-Ukraine war. We examine Russian gas volumes to Europe, Spain's leadership in clean energy and the implications of its recent blackout, and the dual forces shaping Europe: rising cross-border interconnectivity projects alongside increasing energy nationalism. We touch on President Trump's recent visit to the Middle East, which is part of broader interest in energy and AI investment in the region, OPEC+ strategy, market share pressures, and the impact of low oil prices on Russia. Francesco shares his perspective on the potential for a Putin-Zelensky meeting, tensions between India and Pakistan, and how energy policy is becoming increasingly central to electoral platforms in Europe. We turn to Argentina's recent progress under President Milei, Israeli investment in lithium extraction technology in Argentina's lithium triangle, and how energy and mineral resources are increasingly being used as tools of foreign policy and geopolitical leverage. We close with Francisco's thoughts on the growing power of energy as a force shaping international relations and global industrial strategy. It was a dynamic and insightful conversation. Mike Bradley kicked off the discussion by noting that broader markets rallied substantially on Monday following news that China and the U.S. have agreed to a “tentative” tariff deal. Broader equity markets (S&P 500) have completely retraced their losses since Trump's April 2nd Day of Liberation and are now up slightly (+4%). Meanwhile, the S&P Volatility Index has plunged from its April 8th tariff volatility highs and is now trading near YTD lows, something to be monitored closely as any surprise event could send broader markets lower. On the bond market front, the 10yr bond yield is trading sideways even though April CPI came in lower than expected. PPI will be released on Wednesday and if it too prints lower than expected, it could provide room for the Fed to begin cutting rates at their June 18th FOMC meeting. On the crude oil front, WTI price has rebounded nicely over the past week and now trades at ~$63/bbl. Oil traders remain focused on future OPEC+ production increases and increasingly on whether U.S. E&Ps will begin altering their 2025 capex plans at these lower prices levels. He wrapped up with a look at key events this week, notably NRG Energy's acquisition of LS Power's portfolio of natural gas generation assets (~13gw for ~$12 billion). The move follows Constellation Energy's mid-January deal to acquire Calpine Corp. and demonstrates that both companies are positioning themselves for an acceleration in electricity growth this decade. Many thanks to Francesco for sharing his time and insights with us today. We hope you enjoy the discussion as much as we did! Our best to you all.

Interview recorded - 12th of May, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Every. During our conversation we spoke about the shifting geopolitical tides, what Trump negotiations mean, mass imports, issues with free trade, who will lose and more. I hope you enjoy!0:00 - Introduction1:10 - What are we seeing in the world?4:34 - Trump negotiation?6:12 - Mass imports8:05 - Geopolitical shifts11:24 - BRICS12:44 - Republican shift15:14 - Issues with free trade?21:06 - Who wins?22:34 - US worse off than China?24:42 - Shift away from China25:44 - Impact on markets?28:34 - European issues30:34 - One message to takeaway?Michael Every is a Global Strategist at Rabobank. He analyses major financial developments and contributes to the bank's various economic research publications for internal and external customers and to the media.Michael has over two decades of experience working as an Economist and Strategist. Before Rabobank, he was a Director at Silk Road Associates in Bangkok, Senior Economist and Fixed Income Strategist at the Royal Bank of Canada in both London and Sydney, and an Economist for Dun & Bradstreet in London.Michael holds a Masters degree in Economics (with distinction) from University College London and speaks a smattering of languages, including Thai.Michael Every - Website - https://www.rabobank.com/knowledge/our-experts/011085368/michael-everyLinkedIn - https://sg.linkedin.com/in/michael-every-38983214WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

A new outbreak of Foot and Mouth Disease discovered in Germany earlier this year has reshaped trade flows of European pork and led to significant pricing volatility in the region. Varying government responses to the disease have raised questions about how the European market will fare going forward and whether other global exporters will be able to fill the void left by the reduced EU hog supply. Geopolitical uncertainty has further complicated the situation, with US tariffs coming into force and the ongoing antidumping investigation on EU pork by the Chinese government. Heather Pantling leads an indepth discussion with market experts Sarah Reid, Desiré Sigaudo, and Samyak Pandey as they explore the impacts of Foot and Mouth Disease not only on the economy but also on global trading patterns. Links:Platts Protein AssessmentsEU Pork Marker eur/mt UPML00EU Pork Marker $/mt  EUPMK00 Pork Belly CFR North Asia GPSEB00

On this week's Security Sprint, Dave and Andy covered the following topics:Warm Open:• ICYMI: REGISTER NOW! WaterISAC's 2025 H2OSecCon! (20 May) From cybersecurity to climate resilience, operational continuity to public trust, we must collaborate across sectors to build smarter, stronger, and more adaptive systems. That's why we're inviting leaders like you to join the WaterISAC's 2025 H2OSecCon. Connect with peers and leaders committed to enhancing the resilience of our nation's critical systems.Main Topics:Ransomware & Data Breaches: • Monday was Anti-Ransomware Day 2025! What a great time to invest in ransomware resilience! Contact Gate 15 today to get to work building your Cyber Incident Response Plan and ransomware procedures, to start planning your next ransomware workshop or tabletop exercise, to plan for post-incident analysis or to take advantage of our new very price-friendly ransomware exercise for executives – designed especially for small and medium businesses! • Explore the latest cyber risks and claims trends from Coalition. LockBit ransomware gang hacked, victim negotiations exposed• Reminder! Criminals lie and NEVER DELETE YOUR DATA! School boards hit with ransom demands linked to PowerSchool cyberattack• M&S 'had no plan' for cyber attacks, insider claims, with 'staff left sleeping in the office amid paranoia and chaos' • The Very Real Costs of Ransomware: IT warning after hackers close 160-year-old firm. Extremism:• Ohio Man Charged with Threatening State Public Officials • Texas Man Convicted of Making Threats to Kill Nashville District Attorney Glenn Funk • FBI has opened 250 investigations tied to violent online network '764' that preys on teens, top official says• Teenage Terrorists Are a Growing Threat to Europe's SecurityUSG Transitions• Trump's 2026 budget proposes $163 billion cut to non-defense spending, slashes CISA and FEMA funding• White House Proposes $500 Million Cut to CISA• Hegseth orders Pentagon to cut number of senior generals by 20%• Lawmakers question Noem over cuts to CISA, FEMA, TSA• Lawmakers grill Noem over CISA funding cuts, demand Trump cyber plan• NSA to cut up to 2,000 civilian roles as part of intel community downsizing• NIST loses key cyber experts in standards and researchIndia strikes Pakistan over tourist killings, Pakistan says it will retaliate• Kashmir crisis live: Pakistan PM authorises armed forces to undertake ‘corresponding action' after India strikes kill 26• Pakistan vows to respond after India launches strikes in wake of Kashmir massacre• Pakistan claims to have downed Indian warplanes, vows response to strikes• China urges restraint as India-Pakistan tensions escalate with military strikes• A Timeline of Tensions Between India and Pakistan Over Kashmir• India, Pakistan accuse each other of attacks as hostilities rise• AlQaeda Statement On Indian Strikes In PakistanQuick Hits:• Crypto millionaires targeted in brutal kidnappings across France and Europe; Attackers' modus operandi: cutting off victims' fingers to pressure payments. • The father of a cryptocurrency entrepreneur was kidnapped in Paris and found held captive with his finger severed. (article in French)• Assessing the U.S. Climate in April 2025Assessing the U.S. Climate in April 2025• FBI PSA - Cyber Criminal Proxy Services Exploiting End of Life Routers• FBI FLASH: Cyber Criminal Services Target End-of-Life Routers to Launch Attacks and Hide Their Activities (PDF)• Risky Bulletin: France says Russian influence operations are getting better, achieving results• Unsophisticated Cyber Actor(s) Targeting Operational Technology • Primary Mitigations to Reduce Cyber Threats to Operational Technology• US Warns of Hackers Targeting ICS/SCADA at Oil and Gas Organizations• Primary Mitigations to Reduce Cyber Threats to Operational Technology• UK NCSC: UK pioneering global move away from passwords• Classic Rock - Hunting A Botnet That Preys On The Old

In this wide-ranging interview with Bronwyn Nielsen, Magda Wierzycka, CEO of Sygnia Limited, offers a candid assessment of South Africa's political and economic landscape. She discusses US–South Africa relations, the impact of Trump-era policies, challenges within the Government of National Unity, and the critical need for meaningful engagement with business. Wierzycka is clear-eyed about the limitations of current policy approaches, including the unworkable National Health Insurance (NHI) plan, and highlights investor skepticism rooted in uncertainty. Despite these challenges, she expresses cautious optimism about South Africa's future and emphasises the importance of pragmatism, reform, and private sector inclusion in policy-making.

War RoomTrump Shakes Up Entire Geopolitical Picture Before He Heads To Gulf Nations For Major Diplomatic Negotiations

Geopolitical risk is increasing, becoming a key factor in the macroeconomic landscape. Lauren Goodwin and 'Macro Mike' LoGalbo explore the growing link between politics and portfolios—and how to navigate it. 

The Ag-Net News Hour Hosts, Lorrie Boyer and Nick Papagni, “The Ag Meter,” discuss various agricultural and economic updates. Nick and Lorrie highlighted the Federal Reserve's decision to leave interest rates unchanged, with Chairman Powell monitoring unemployment and inflation. They noted ongoing trade negotiations with the UK, Canada, Mexico, Japan, and South Korea, and potential US-China trade deals. Geopolitical conflicts in India, Pakistan, Ukraine, Russia, and Israel were mentioned. Disaster aid enrollment is underway, with livestock producers signing up by the end of the month and crop producers by July. Secretary Brooke Rollins is working on a plan to support small, family-owned farms.   The second segment, Nick and Lorrie talk about the environmental groups' petition to the Trump administration to enforce regulations on Colorado River water use, potentially reducing agricultural water allocation. The debate highlights the tension between environmental conservation and agricultural needs, with one speaker emphasizing the importance of farming for global food supply. The conversation also touches on the issue of international entities, particularly China, buying U.S. farmland, raising concerns about national security and private property rights. Suggestions for water conservation included forest management, cleaning Delta pumps, and expanding reservoirs. The hosts agreed on the complexity of the issue and the need for balanced solutions.   Finally, in the third part of the show, Nick and Lorrie talk about the Trump administration's potential involvement in managing the Colorado River, with environmentalists citing wasteful water use in agriculture. Speaker 2 dismissed climate change as weather, and supported the administration's stance. The segment also covers the impact of 145% tariffs on Chinese imports, with cargo traffic at the Port of Los Angeles down 35% and Seattle up 20%. The conversation brought out the financial benefits of tariffs, noting the U.S. makes nearly a billion dollars daily. Additionally, the discussion touched on the state of Central Valley crops and the challenges of urban development encroaching on agricultural land.

Interview with Lon Shaver, President of Silvercorp Metals and Michael Konnert, President & CEO of Vizsla Silver Corp.Recording date: 7th May 2025The silver market is experiencing its fifth consecutive year of structural deficit, creating a compelling investment case as demand continues to outpace supply. This imbalance stems from the challenges inherent in developing new silver mines—including permitting hurdles, financing difficulties, and extended development timelines—while production costs rise at roughly 8% annually.Unlike many commodities, silver benefits from dual demand drivers. Industrial usage, particularly in solar energy applications, continues to grow alongside global decarbonization efforts. Simultaneously, investment demand is rising, with the World Silver Survey projecting a 7% increase this year as investors seek alternatives amid economic uncertainty and following gold's upward trajectory.Primary silver producers like Silvercorp Metals and developers such as Vizsla Silver are capitalizing on these favorable conditions. Vizsla's Copala Panuco project in Mexico demonstrates exceptional economics with a projected payback period under six months at current prices, while Silvercorp is leveraging its cash flow from Chinese operations to construct a second project in Ecuador, slated for commissioning in late 2026.Both companies emphasize disciplined capital allocation and operational excellence. Despite having robust growth pipelines, they maintain conservative balance sheets while pursuing strategic expansions. This approach has enabled them to secure financing on favorable terms as investor sentiment shifts positively toward the sector.Geopolitical trends are increasingly favorable to mining in key jurisdictions like Mexico, Ecuador, and Canada, where governments recognize the economic benefits of resource development. Vizsla notes that its operations could eventually support up to 1,000 direct and indirect jobs, highlighting mining's contribution to local economies.While ESG considerations are less headline-grabbing than in recent years, they have become standard practice for well-managed companies. Both Silvercorp and Vizsla integrate sustainable operations and community engagement as core business functions, improving their appeal to institutional investors.Despite the favorable macro environment, silver equities have not yet fully priced in the underlying commodity dynamics, suggesting potential upside for investors. As broader capital markets reengage with the commodity sector, silver equities—offering both industrial utility and monetary potential—represent an underappreciated opportunity for investors seeking fundamentally supported long-term growth.Learn more: https://cruxinvestor.com/categories/commodities/silverhttps://cruxinvestor.com/companies/vizsla-silver-corphttps://cruxinvestor.com/companies/silvercorp-metalsSign up for Crux Investor: https://cruxinvestor.com

Watch Our Other Podcast on the India-Pakistan Conflict-https://youtu.be/tx6l9NNGCBchttps://youtu.be/sxqWPr6so18Check out BeerBiceps SkillHouse's Designing For Clicks Course - https://bbsh.co.in/ra-yt-vid-dfcShare your guest suggestions hereLink - https://forms.gle/aoMHY9EE3Cg3Tqdx9BeerBiceps SkillHouse को Social Media पर Follow करे :-YouTube : https://www.youtube.com/channel/UC2-Y36TqZ5MH6N1cWpmsBRQ Instagram : https://www.instagram.com/beerbiceps_skillhouseWebsite : https://beerbicepsskillhouse.inFor any other queries EMAIL: support@beerbicepsskillhouse.comIn case of any payment-related issues, kindly write to support@tagmango.comLevel Supermind - Mind Performance App को Download करिए यहाँ से

In this episode, we chat with Krishan Gopaul, Senior Research Analyst at the World Gold Council, who are the authority on Gold. They explore the unique gold market and industry research, producing analysis, commentary, and insights on the precious metal to improve the understanding, access, and trust in the yellow metal. Krishan has been with the World Council for over 14 years and is here today to give us an update on their latest Gold Demands Trend report for the first quarter of this year, some of the main drivers of gold at the moment, investor demand, and the activities of the central banks, and more. KEY TAKEAWAYS In the first quarter of 2025, total gold demand increased by 1% to 1,206 tonnes, marking the highest first quarter of gold demand since 2016. Investment demand, particularly from gold ETFs, was a significant driver of this increase. The main drivers for gold demand included macroeconomic factors such as inflation concerns and geopolitical uncertainties. Central banks continued to be a major source of demand, with ongoing purchases contributing to the overall support for gold prices. Retail investment in gold, particularly in bars and coins, saw a 3% year-on-year increase in the first quarter. This growth was driven by heightened uncertainty in the market, prompting both institutional and retail investors to seek gold as a safe haven asset. Central banks have been net buyers of gold since 2010, with significant purchases continuing into 2025. Emerging market central banks, such as those in Poland and China, were noted as key purchasers, maintaining a robust demand for gold. Jewellery demand faced pressure due to rising gold prices, with a 21% year-on-year decline in consumption. However, the value of gold jewellery sales increased by 40% year-on-year, indicating that consumers were spending more despite purchasing less volume, reflecting a shift towards viewing jewellery as an investment. BEST MOMENTS "We saw total gold demand in the first quarter up 1% to 1,206 tonnes, the highest first quarter of gold demand that we have seen since 2016." "In times of heightened uncertainty, gold tends to perform well; people see it as a safe haven asset." "Central banks have been net buyers of gold since 2010, and this trend is likely to persist." "Jewellery consumption was down 21% year on year, unsurprisingly given the rapid increase in price that we've seen." VALUABLE RESOURCES Mail: rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X: https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast Web: http://www.mining-international.org This episode is sponsored by Hawcroft, leaders in property risk management since 1992. They offer: Insurance risk surveys recognised as an industry standard Construction risk reviews Asset criticality assessments and more Working across over 600 sites globally, Hawcroft supports mining, processing, smelting, power, refining, ports, and rail operations. For bespoke property risk management services, visit www.hawcroft.com GDT Q1 2025 Press Release: https://bit.ly/3YwykqH GDT Trends Q1 2025 Report: https://bit.ly/3ERvS7z GUEST SOCIALS https://www.gold.org/ https://www.linkedin.com/in/krishan-gopaul-32576114/ https://www.gold.org/goldhub/research/gold-demand-trends/gold-demand-trends-q1-2025 ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.

Dan has another fascinating conversation with Geo-political analyst Firas Modad.

Gold continues to outperform pretty much every asset class, rallying over $100 to surpass $3,400/oz, after a recent quick correction and major Asian markets being closed. Dave Erfle, founder of the Junior Miner Junky, joins us for a wide-ranging conversation on gold's latest surge and what it means for investors in both major producers and junior explorers.   Key Themes Covered: Asia driving demand: We break down the resurgence of Chinese and Indian buying, record Shanghai Gold Exchange volumes, and what this eastward shift in pricing power signals for the global gold market. Geopolitical catalysts: Ongoing tensions across multiple regions, from the Middle East to Asia, are creating the kind of safe haven bid gold thrives on. On top of that, faith in US government bonds and fiat currencies erodes. Gold vs US assets: With US equities underperforming and bonds falling out of favor, gold, and notably gold stocks, are becoming the new capital safe haven. The juniors are catching fire: Dave highlights a rotation underway as investors start locking in gains from major miners and redeploying into undervalued developers and PEA-stage companies, many with projects far more valuable at current spot prices than their market caps reflect.   We also explore the role of interest rates, the Fed's fading influence, institutional inflows into gold ETFs, and the growing disconnect between gold and the broader stock market.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter. 

Listen to the SF Daily podcast for today, May 5, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. Trade deals with India, Japan, South Korea, and Taiwan are progressing, and President Trump hinted at reducing China's tariffs. Canada's new prime minister, Mark Carney, will meet Trump to discuss tariffs. Geopolitical tensions in Yemen, Russia, and Ukraine were discussed, along with Romania's far-right election win. In agriculture, Texas leads with the most farms and farmland, and new contract highs in cattle are expected. Weather forecasts predicted rainy and cooler conditions across the U.S. Learn more about your ad choices. Visit podcastchoices.com/adchoices

CPG sales and volumes are slipping among persistent inflation and tariff fears, but Circana uncovers how food and beverage manufacturers are maintaining – and gaining – share despite the shaky market

Tariffs may be the most noticeable but they're not the only strategy in the economic conflict between the US and China. In this episode, Confluence Associate Market Strategist Thomas Wash discusses how export controls are amplifying the conflict and the message for investors.

Geopolitical upheaval. Tariffs and trade wars. Inflation. Sustainability concerns. Changing buying patterns. As the list of disruptions and demands that the industry must consider when sourcing goods keeps growing, one strategy has become a top priority: diversification. “The retailers and the brands are looking for multiple countries of origin and mitigating their risk by making sure that their productions are spread across different regions,” said Masooma Zaidi, vice president sales and merchandising at manufacturer Interloop Limited. Learn more about your ad choices. Visit megaphone.fm/adchoices

With the federal election campaign over and Mark Carney's Liberals securing a new mandate from Canadians, what relationships should the government prioritize going forward in its trade war with the Trump Administration? One country we might look to is Mexico. Given its close geographic proximity and strained relationship with the U.S., what opportunities might exist for Canada and Mexico to team up against Trump? Host Steve Paikin asks: José Luis Granados Ceja, co-host of the Soberanía Mexican Politics podcast and presenter of Sin Muros on Mexico's Channel 11; Solange Márquez Espinoza, Geopolitical analyst and Editor of "Mexico & Canada: Two Nations in a North American Partnership," and Alejandro García Magos, Lecturer of Political Science at the University of Toronto. See omnystudio.com/listener for privacy information.

Michael and the Admiral reference Michael's conversation upcoming with Admiral William McRaven - listen to that on the Book Club with Michael Smerconish Podcast.

The geopolitical landscape in 2025 has seen significant shifts and developments. President Trump's second term has ushered in a new era of international relations, characterized by bold policy changes and strategic maneuvers. The implementation of new tariffs has reshaped global trade dynamics, raising concerns about broader economic implications. As we navigate these complex geopolitical changes, investors are asking how these developments will impact international trade, economic relations, and market stability.Catherine Kress, Head of Geopolitical Research and Strategy at BlackRock, provides an update on the current status of tariffs globally, we'll discuss the key developments investors should be watching, and how they might impact international trade and economic relations. We'll also examine geopolitics in President Trump's first 100 days in office, other major stories on the horizon and how they could evolve in ways that impact investors.This episode was recorded on April 28th and published on April 29th.

Fiona Mullen, director of the Nicosia-based Sapienta Economics consultancy, on uncertainty around the future of the decades-long Cyprus divide amid mounting geopolitical uncertainty and regional competition. Support Turkey Book Talk on Patreon or Substack. Supporters get a 35% discount on all Turkey/Ottoman History books published by IB Tauris/Bloomsbury, transcripts of every interview, and links to articles related to each episode.

In this episode of the Oil Ground Up podcast, Dr. Robert E. Brooks discusses the evolution of the LNG market, the role of RBAC in energy modeling, and the current dynamics of global energy supply, particularly focusing on the relationship between the U.S. and China regarding LNG exports. Dr. Brooks highlights the significant changes in the LNG industry over the years, the impact of geopolitical factors, and the future outlook for LNG contracts amidst evolving market conditions. In this conversation, Robert E Brooks discusses the complexities of global shipping routes, particularly focusing on the Panama Canal and the Red Sea, and their implications for natural gas shipments. He provides insights into the current state of natural gas supply and demand, forecasting trends, and the impact of data centers on energy consumption. Brooks also addresses the risks and opportunities within the natural gas market, including geopolitical factors stemming from the Russia-Ukraine conflict and the evolving landscape of energy production and consumption in Europe.

In this episode of the Proclaim Peace Podcast, hosts Jennifer Thomas and Patrick Mason are joined by Scott Rasmussen from Interfaith America to reflect on their journey through the Book of Mormon as they approach the series' conclusion. They share their insights on how this process has transformed their understanding of the Book of Mormon, particularly the final book, Moroni, revealing unexpected changes in their perspectives. Join them as they discuss the impact of this journey on their views of peace and how to have hope within the hardest circumstances.[00:03:46] Moroni as a peacemaker.[00:04:43] Peacemaking softens our hearts.[00:08:35] Peacemaking through personal growth.[00:13:57] Geopolitical impact on personal lives.[00:15:23] The importance of "how" in peace.[00:18:38] Ethics of Jesus and nations.[00:24:55] Peacemaking in the Middle East.[00:26:01] Parent Circle: Voices of Loss.[00:30:40] Navigating conversations of difference.[00:36:00] Listening as a peacemaking skill.[00:38:11] Peacebuilding amidst violence and hate.[00:41:38] Non-violent conflict resolution examples.[00:45:39] Peacebuilding through faith and love.[00:51:04] Faith, hope, and love.[00:54:03] Charity as an antidote.[00:57:22] Finding peace in Christ.[01:00:00] Faith Matters Podcast Network.Find show notes, transcript and more at https://www.mormonwomenforethicalgovernment.org/proclaim-peace

In a packed Saturday night edition of Devolution Power Hour, Jon Herold and Chris Paul dive into a whirlwind of topics connecting culture, geopolitics, and narrative warfare. They start light with the NFL draft drama surrounding Shedeur Sanders, exposing how Trump's casual posts seemingly shattered a media-manufactured story in real time. Then they pivot into Trump's meeting with Zelensky at the Pope's funeral, dissecting its optics, body language, and what Trump's subtle rebuke of Putin really signals in the broader geopolitical chess match. From there, Jon and Chris explore NATO's desperate attempts to stay relevant in Ukraine, the accelerating collapse of the Crossfire Hurricane coverup, and how Israel's AI warfare tech reveals just how advanced military technology has become. They also cover nuclear energy diplomacy with Armenia and Iran, the Abraham Accords expansion, and how sovereignty battles are being framed through economic and military alliances. Wrapping up, they discuss the FBI arresting corrupt judges, Katie Hobbs' ties to human smuggling scandals, the Defense Policy Board purge, and how Trump's new executive orders targeting ActBlue and foreign interference connect back to EO 13848. It is a sprawling, energetic episode packed with insight, theory, humor, and serious truth bombs.

Indian geopolitical analyst, scientist, and podcaster Abhijit Chavda explores India's evolving role in global geopolitics, particularly amid the rise of multipolarity and intensifying U.S.-China tensions. Chavda highlights India's strategic shift from post-independence nonalignment to an increasingly assertive global presence under Prime Minister Modi. He discusses India's geographic advantages, economic growth, and ambition to become a major manufacturing hub despite internal challenges like bureaucracy and inadequate education systems. The conversation touches on India's desire to maintain positive relations with both Western and Eastern blocs, while avoiding entanglement in great power rivalries. They also address Western perceptions of India, growing xenophobia, and the implications of AI and technological arms races, concluding that the U.S. remains the dominant superpower but faces critical decisions in a rapidly changing global order. Watch on BitChute / Brighteon / Rumble / Substack / YouTube Geopolitics & Empire · Abhijit Chavda: India's Rising Position on the Grand Chessboard #543 *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (15% off with GEOPOLITICS) https://easydns.com Escape Technocracy course (15% off with GEOPOLITICS) https://escapethetechnocracy.com/geopolitics PassVult https://passvult.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Website https://www.chavda.org YouTube https://www.youtube.com/AbhijitChavda X https://x.com/AbhijitChavda About Abhijit Chavda Abhijit Chavda is a Geopolitical analyst, podcaster, writer and scientist with over a following of over a million across social media. He shares his unique insights on geopolitics, world history and science on the AskAbhjit show, his YouTube videos, and in guest appearances on podcasts and TV channels. He is the founder of the hugely popular Abhijit Chavda podcast where he has informative and insightful conversations with people who matter. Some of his most insightful podcasts include conversations with Mr. Mohandas Pai, Shri Dattatreya Hosabale Ji, Rajeev Chandrasekhar, Dr. Edward Luttwak, Dr. Kanwal Sibal and many more. He was a speaker at the World Hindu Congress 2023 held in Bangkok and has has also represented India at the international level at the 2023 G20 proceedings and summit. He has served as a peer reviewer for Physica Scripta, a major international scientific journal for theoretical and experimental physics. He is a member of the consultative group to the Principal Scientific Adviser to the Government of India. He is one of the most relevant and influential voices in the Indian digital space, and a highly sought-after podcast guest and public speaker. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Matt Marshall - President of AEGIS Commodity Trading Advisors (CTA) comes onto the podcast to break down all of the different factors at play that could potentially effect Oil & Natural Gas prices going forward. Throughout the episode, Matt comments on Tariffs & Sanctions, Geo-Political tensions in the Middle East, Data Center & Gulf Coast LNG Demand, Trump's Pro Energy Agenda, the Panama Canal, and much much more.Disclaimer: Commodity Interest Trading involves risk and, therefore, is not appropriate for all persons. Past performance is not necessarily indicative of future results. There is no guarantee that hedge program objectives will be achieved.   Statements describing AEGIS as the leading revenue intelligence platform and/or a global leader in hedging solutions (and similar claims) reflect AEGIS' opinion. For additional information, please visit www.aegis-hedging.com A big thanks to our 4 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com--Oseberg: For more information on the software & data analytics tools that Oseberg has to offer, please visit www.oseberg.io.

Marty sits down with Matt Pines to discuss Skywatcher's efforts to gather empirical data on UAPs.Matt Pines on Twitter: https://x.com/matthew_pinesSkywatcher: https://skywatcher.aiBitcoin Policy Summit: https://www.btcpolicysummit.org/0:00 - Intro0:37 - US disclosure posture9:09 - Skywatcher17:13 - Fold & Coinkite18:44 - How the data is collected23:33 - Unchained24:02 - What attracts UAPs35:40 - Consciousness 54:27 - Govt psychics57:54 - Geopolitical implications & triple hockey stick1:10:41 - AI1:17:41 - Will Trump build China Lite?1:30:32 - Exopolitics1:37:09 - Is bitcoin the great filter?1:42:45 - Matt's having fun1:48:45 - Quantum breakthrough implications2:09:59 - Bitcoin Policy SummitShoutout to our sponsors:Foldhttps://tftc.io/foldCoinkitehttps://coinkite.comUnchainedhttps://unchained.com/tftc/Join the TFTC Movement:Main YT Channelhttps://www.youtube.com/c/TFTC21/videosClips YT Channelhttps://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQWebsitehttps://tftc.io/Twitterhttps://twitter.com/tftc21Instagramhttps://www.instagram.com/tftc.io/Nostrhttps://primal.net/tftcFollow Marty Bent:Twitterhttps://twitter.com/martybentNostrhttps://primal.net/martybentNewsletterhttps://tftc.io/martys-bent/Podcasthttps://www.tftc.io/tag/podcasts/

The U.S. has long balanced military strength with soft power in the Middle East through agencies like USAID. With the Trump administration reversing these policies, is this a necessary realignment—or a costly retreat? Those against these changes argue this will boost rivals like Iran and China and harm America's image. Those hailing them argue it's a necessary correction, favoring clear, transactional geopolitical goals over costly diplomacy. Now we debate: Was Trump Right to Be Hard on Soft Power in the Middle East?        Arguing Yes: Faisal Saeed Al Mutar, President & Founder of Ideas Beyond Borders   Arguing No: Jeffrey Gedmin, President & CEO of the Middle East Broadcasting Networks    Xenia Wickett, Geopolitical strategist, moderator at Wickett Advisory, and Trustee of Transparency International UK, is the guest moderator.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Marko Papic is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. Marko recently published Geopolitical Alpha: An Investment Framework for Predicting the Future, an imminently readable book with colorful examples of political analysis. Marko's approach is akin to Moneyball for politics, challenging the orthodoxy of how others traditionally make investment decisions. Our conversation covers Marko's upbringing, the flaws of most political analysis, and his constraints-based framework. We then turn to the obvious political topic at hand – next week's U.S. Presidential election. We discuss his views of different possible outcomes on the U.S. equity market, rates, tech stocks, China, private equity, ESG, Europe, and emerging markets.   Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)

This Flashback Friday is from episode 301, published last February 21, 2013. Jason Hartman interviews Bud Conrad, Chief Economist of Casey Research, regarding the geopolitical focal points in our world, funneling these down to how it all affects the United States. Bud mentions the importance of looking at the big picture of what is happening in the world, particularly China becoming the new “mover” in the world, Japan's apparent desire to destroy its currency, new technology, government overreach, who benefits from inflationary measures and monetary policy, and much more. Author of the new book Profiting from the World's Economic Crisis, Bud Conrad holds a Bachelor of Engineering degree from Yale and an MBA from Harvard. He has held positions with IBM, CDC, Amdahl, and Tandem. Currently, he serves as a local board member of the National Association of Business Economics and teaches graduate courses in investing at Golden Gate University. Bud, a futures investor for 25 years and a full-time investor for a decade, is also a regular lecturer for American Association of Individual Investors and a frequent contributor on Fox Business News. In addition,  he produces original analysis for Casey Research, including unique charts and research on the economy and investment markets.   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com  

American Airlines can't keep Jacob down – he makes time to connect with Rob Larity to do an episode on the market chaos of the week. --Timestamps:(00:00) - Introduction and Travel Woes(01:09) - Ranting About American Airlines(02:21) - Catching Up with Rob(03:06) - Market Volatility and Tariffs(04:34) - Financial Crisis vs. Current Situation(07:42) - Uncertainty in the Market(08:48) - Impact of Tariffs and Trade War(13:11) - Bond Yields and Inflation Expectations(20:20) - Dollar Weakness and Global Capital(22:46) - Historical Context and Globalization(26:24) - Trump's Desire for a Deal with China(27:29) - US-China Economic Interdependence(31:03) - Challenges in International Investment(33:42) - Inflation and Economic Uncertainty(37:16) - Corporate Responses to Tariffs(42:54) - Impact on Small and Medium Businesses(47:23) - Geopolitical and Economic Outlook(52:19) - Closing Remarks and Future Plans--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients' material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Ian Bremmer, president and founder of Eurasia Group, joins Scott to discuss Trump's tariffs, U.S.-China tensions, developments in Iran and Ukraine, and America's global standing. Follow Ian, @ianbremmer. Algebra of Happiness: something to be proud of.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Heather Hurlburt is a former chief of staff in the Office of the U.S. Trade Representative during the Biden Administration and now a fellow at Chatham House. She is also someone I've routinely turned to over the years for insights into broader geopolitical trends. In our conversation today, we dig into the real geopolitical fallout from Donald Trump's escalating trade war — and how the global balance of power is already shifting in ways that most people aren't paying attention to. She explains why the trade war is about much more than tariffs, who the real winners and losers are likely to be, and what ripple effects we're already seeing across Asia, Europe, Africa and beyond. Get a discount subscription to Global Dispatches at this link: https://www.globaldispatches.org/40PercentOff