Podcasts about geopolitical

US equity futures are pointing modestly higher after a mixed Wednesday close, with Asian markets broadly lower and European equities trading mostly weaker. Technology and AI concentration risk remained the dominant theme. Investors continued rotating toward cyclical sectors. More volatility seen in precious metal prices overnight. Geopolitical risk stayed elevated as headlines around renewed US-Iran nuclear talks drove sharp volatility in energy and precious metals markets, while attention also turned to upcoming large-cap technology earnings later in the week.Companies Mentioned: SpaceX, Nvidia, Bytedance, KKR

Markets absorb an AI-driven selloff in software as Steve Pagliuca of Bain Capital argues the disruption will ultimately retool the global economy. Plus, panel insights on AI productivity, market rotation, gold's surge amid geopolitical tensions, industrial policy, Fed leadership, crypto volatility, and where investors see opportunity next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ryan's site: RyanVeli.comShort guest bioRyan Veli is a returning researcher and deep-dive analyst known for connecting dots across AI, surveillance systems, and the bigger geopolitical chessboard. He's often described as a highly intuitive teacher with experience in analysis, risk assessment, and systems thinking—focused on practical strategy, sovereignty, and how communities can adapt in a rapidly shifting world.Episode description (YouTube / Rumble / Spreaker-ready)Today at 11:15 AM Eastern I'm joined by returning guest Ryan Veli for a deep dive into the AI threat, the economist/technocrat takeover, and the way geopolitics + “managed” current events may be steering the public into a new control architecture.We're getting into:What “AI governance” really means (and who benefits)Economics as a control system: incentives, scarcity narratives, and engineered dependencyGeopolitics as theater vs. geopolitics as strategySurveillance, censorship, and the normalization of complianceWhat people can do right now to stay grounded, sovereign, and informedGuest links:Ryan: RyanVeli.comHashtags (copy/paste)#TypicalSkepticPodcast #RyanVeli #AI #ArtificialIntelligence #Technocracy #Geopolitics #CurrentEvents #ConspiracyResearch #DeepState #Surveillance #Censorship #DigitalID #SocialCredit #EconomicReset #CentralBanking #CBDC #InformationWar #PsychologicalWarfare #Propaganda #Sovereignty #SystemsThinking #RiskAssessment #FutureOfHumanity #TruthSeeker5197Tags (YouTube tags field)Ryan Veli, Typical Skeptic Podcast, AI threat, technocracy, geopolitics, economist takeover, current events analysis, deep state, surveillance state, censorship, digital ID, social credit system, CBDC, central banking, fourth industrial revolution, information war, psyop, propaganda, sovereignty, alternative mediaTypical Skeptic Podcast Links and Affiliates:Support the Mission:

John Hardie and Bill Roggio state negotiations are deadlocked as Russia demands territory and a veto on security guarantees, while Putin ultimately seeks domination over Ukraine's geopolitical orientation and sovereignty.1916 ODESSA

Andreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain weaponization. They cover the biggest forces reshaping global markets – including today's surprising ISM print.

Send us a textThe top retail digital transformation trends for 2026 capture a fundamental shift from incremental modernization to structural re-architecture, driven by the collision of macroeconomic headwinds and on-the-ground operational strain. Geopolitical volatility, persistent inflation, and a cooling global economy are tightening capital discipline and reshaping risk tolerance, while margin compression, rising fulfillment complexity, and escalating customer expectations are forcing retailers to reengineer how work actually gets executed across merchandising, supply chain, and customer operations. This framework is intentionally practical, not theoretical: it helps retail buyers diagnose architectural fragility and sequence modernization investments with economic reality in mind; it signals to software vendors where R&D will generate durable market pull rather than novelty-driven noise; and it gives executives a forward-looking map of which platforms, data strategies, and functional ecosystems are accumulating strategic gravity as the industry resets.In this episode, our host Sam Gupta discusses the top 10 retail digital transformation trends in 2026. He also discusses how these trends would impact business models and the specific steps executives need to take as they plan their retail transformation initiatives. Finally, he shares the advantages for these strategies and how they would help navigate current macroeconomic headwinds.Video: https://www.youtube.com/watch?v=aN8BupegUZ4Read: https://www.elevatiq.com/post/top-retail-digital-transformation-trends/Questions for Panelists?

020226 Scott Adams Show, Iran in the Crosshairs, Democrat Domestic Terror, Geopolitical Mastery of Trump

Srividya Jandhyala is a professor of Management at ESSEC Business School in Singapore. Her research focuses on global strategy, geopolitics, and international business. She is the author of the best-selling book 'The Great Disruption: How Geopolitics is Changing Companies, Managers, and Work'. Before ESSEC, she was a Fung Global Fellow at Princeton University. She also served on the faculty of George Washington University in Washington, D.C., and she received her PhD in Management from the Wharton School at the University of Pennsylvania. In this podcast, we discuss: Geopolitics as a Structural Headwind  The End of the "Flat World"  Why Corporate Nationality Trumps Product  Lessons from Mining and Energy Sectors The Jenga Tower of Global Friction Sovereign AI and Geopolitical Tech China's "Singapore" Playbook The Erosion of the Rules-Based Order Localization and the "Societal License" to Operate The Shift from "Event-Based" Thinking 

The price of gold has gone up for months. Geopolitical risks have caused the yellow precious metal to rise ever faster and higher. Does this surprise our financial expert Dr. Klaus Wiegel from Melbourne? - Der Goldpreis kennt seit Monaten kein Halten mehr. Geopolitische Risiken haben das gelbe Edelmetall immer schneller und höher steigen lassen. Überrascht das unseren Finanzexperten Dr. Klaus Wiegel aus Melbourne?

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Doug McHoney (PwC's International Tax Services Global Leader) is joined by Craig Stronberg, Senior Director on PwC's Intelligence Team. Craig leads analysts focused on macroeconomic and geopolitical intelligence; he previously served in the Office of the Director of National Intelligence. Doug and Craig discuss why business and tax leaders should focus on the geopolitical landscape to understand its impact on cross-border business, including tax. Stability is the new bar for many businesses in 2026, requiring greater agility to deal with change. Craig discusses how many businesses are in a 'wait‑and‑see' mode versus decisive movers across industries. He also describes areas of focus, such as the US policy stance for the Americas, Greenland, and tariffs; the Global South's rising coordination; and governance strains across the G20. While AI data falsification is a significant concern, Craig suggests practical actions for boards such as enabling direct access to the business' risk team.

For 72-hour advanced access to the full-length editions of Munk Dialogues with Andrew Coyne consider becoming a donor to the Munk Debates for as little as $50 annually, or $1.00 per episode. Go to www.munkdebates.com to sign up. Rudyard and Andrew react to the explosion of anger in the U.S. over the killings in Minnesota by ICE agents. Is this the first time the U.S. President has had to respond to a public outcry and recalibrate his position? Andrew believes that the point of these ICE exercises has nothing to do with immigration reform. They are looking to provoke fear, anger, and terror in the population. Ultimately the responsibility rests with Trump: this is his policy, these are his people. In the back half of the show Rudyard and Andrew break down some of the big domestic developments from last week, specifically Mark Carney's Davos speech. Carney recognizes that Canada is at the centre of a geopolitical crisis. And while this has given him a boost in his personal approval ratings, he hasn't been able to convert that into support for the Liberal Party. Does Carney's Davos speech give us insight into how he will approach CUSMA negotiations? Andrew believes we should not invest too heavily in the success of these talks, and it's time to develop policies to reduce the cost of walking away from trade with the U.S.

It's Wednesday, January 28th, A.D. 2026. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com.  I'm Adam McManus. (Adam@TheWorldview.com) By Jonathan Clark Mexican authorities expelled Protestant pastor Authorities in southern Mexico expelled a Protestant pastor from their community this month. The issue began after Pastor Velásquez Martínez refused to participate in a Roman Catholic ritual due to his religious beliefs. Local authorities detained him for five days without charge before expelling him and his family. Evangelical families can face arrest, fines, and expulsion in parts of Mexico for their faith. Mexico is ranked 30th on the Open Doors' World Watch List of the most oppressive countries to be a Christian.  Catholicism declining in Latin America Analysis by Pew Research found that Catholicism has declined in Latin America over the past decade. Catholicism remains the largest religion across Argentina, Brazil, Chile, Colombia, Mexico, and Peru. However, it has declined in the region by at least nine percent over the last 10 years. Meanwhile, the religiously unaffiliated have grown rapidly in Latin America. Protestantism has also grown in the region but only by a slight margin. United States withdrew from World Health Organization The United States officially withdrew from the World Health Organization last Thursday. This comes a year after President Donald Trump signed an executive order to initiate the process. The U.S. Department of Health and Human Services stated, “This decision was driven by profound failures in the WHO's handling of the COVID-19 pandemic originating in Wuhan, China.” The withdrawal ends U.S. funding for the World Health Organization. The group is also known for its support of abortion and sexually perverted lifestyles. Thousands of California pro-lifers march Tens of thousands of pro-lifers joined the 22nd Annual Walk for Life West Coast in California on Saturday.  Participants filled the streets of San Francisco in the financial district for more than a mile. Rally co-chair Eva Muntean said, “After 22 years I still find it hard to believe how blessed we are. When I see the enormous crowd that we had today—especially so many young people standing up with love and hope for women and children. I am filled with gratitude and hope. You can't come to the Walk without seeing the promise of a better world!” Psalm 27:13-14 says, “I would have lost heart, unless I had believed that I would see the goodness of the LORD in the land of the living. Wait on the LORD; be of good courage, and He shall strengthen your heart; wait, I say, on the LORD!” Washington man stabbed for being a Christian Sadly, a man suffered an attack over his religion on Sunday morning in Washington state. The Pierce County Sheriff's Office reports they found the man in serious condition. The victim said a stranger approached him and asked what religion he was. He said something about being a Christian. In response, the stranger attacked and stabbed the victim and his dog. The perpetrator died after a confrontation with police.  The Christian Post reports that the victim has been released from a local hospital.  U.S. population down as Trump expels illegals The U.S. population growth rate is slowing as the Trump administration cracks down on illegal immigration.  New data from the U.S. Census Bureau found the population reached nearly 342 million people last year. The 2025 growth rate was half a percent, down from almost one percent in 2024. Christine Hartley with the Census Bureau said, “With births and deaths remaining relatively stable compared to the prior year, the sharp decline in net international migration is the main reason for the slower growth rate we see today.” Geopolitical and economic uncertainly drives gold up. As The Worldview reported yesterday, the price for spot gold reached $5,100 an ounce, a record. That's up 18% so far this year. Ryan McIntyre, president at Sprott Inc., told Reuters, “Gold prices continue to be supported by elevated geopolitical and economic uncertainty. Central banks remain strong buyers as they diversify foreign exchange reserves and reduce reliance on the U.S. dollar.” 100-year-old great grandfather speaks at kindergarten class And finally, CBS News reports that a kindergartener in Georgia recently brought her 100-year-old great-grandfather to class. This was to celebrate K.J. Schmansky's 100th day of school this year at Saint Thomas More School in Decatur. Her great-grandfather, Sonny Ragan, was born on October 8, 1925. He got to share 100 years of wisdom with the young class. When asked what keeps him going, Ragan said it's faith and family. 1 Peter 3:10-11 says, “He who would love life and see good days, let him refrain his tongue from evil, and his lips from speaking deceit. Let him turn away from evil and do good; let him seek peace and pursue it.” Close And that's The Worldview on this Wednesday, January 28th, in the year of our Lord 2026. Follow us on X or subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com.  I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

Nicolai Tangen sits down with Bill Winters, Group CEO of Standard Chartered, one of the world's most globally distinctive banks. They discuss what it takes to rebuild a complex financial institution after crisis, the critical role of regulatory trust, and why Standard Chartered's presence across Asia, Africa, and the Middle East positions it as a true "connector bank." Bill shares his perspective on geopolitics, digital assets and blockchain technology, and AI's transformative impact on banking. He also reflects on lessons from his career at JP Morgan, his leadership philosophy, organizational culture, and how curiosity and empathy drive long-term success. Tune in for an insightful conversation!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.

Interview recorded - 21st of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Alex Gurevich. Alex is the founder and Chief Investment Office of HonTe Investments and author of The Next Perfect Trade, which will be updated and the update 27th Jan. Book - https://www.amazon.co.uk/Next-Perfect-Trade-Magic-Necessity/dp/1544550006/During our conversation we spoke about Alex's thoughts on the economy, precious metals play, recession risk, interest rates, dollar, the next perfect trade and more. I hope you enjoy!0:00 - Introduction0:25 - Overview of the economy2:38 - Precious metals6:37 - Interest rates9:41 - Recession14:06 - Geopolitical impact17:12 - Other trends19:11 - Liquidity21:00 - Chinese deflation22:40 - Western economic shift23:40 - Interest rate sensitivity25:24 - Dollar28:00 - The Next Best Trade30:30 - Reviewing trading strategy31:48 - One message to takeaway?Alex Gurevich is the Founder and CIO of HonTe Advisors, LLC. More recently, Alex has transformed his very successful family office into a global macro strategy suitable for institutional investors. He is the author of the Wall Street Journal bestselling book The Trades of March 2020 and The Next Perfect Trade which articulate his rigorous trade selection and investment process. Alex was born and raised in St. Petersburg, Russia, and earned his PhD in mathematics from the University of Chicago.Alex Gurevich - Twitter - https://twitter.com/agurevich23LinkedIn - https://www.linkedin.com/in/alex-gurevich-23a358105Website - https://honteinv.com/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

Mike Ritland wraps the epic three-part sit-down with Rob O'Neill, the SEAL who ended Osama bin Laden. They tackle Venezuela's game-changing raid and its massive geopolitical ripple effects, Greenland strategy, cartel threats in Mexico, AI/drones in future warfare, deep state battles, Epstein files, Charlie Kirk fallout, fraud deflection tactics, and Rob's no-BS vision for fixing America. Raw, unfiltered, and packed—classic Mike Drop finale. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Cleo Paskal Paskal discusses the geopolitical and legal complications regarding the transfer of the Chagos Islands (which include Diego Garcia) from the UK to Mauritius. She highlights a critical oversight: a 1966 agreement between the US and the UK mandates that sovereignty over the Chagos archipelago must remain British for 50 years plus an additional 20 years, meaning the territory should legally remain British until 2036. Paskal notes that Washington has recently "woken up" to the dangers of the transfer—which President Trump has labeled as "stupid"—largely due to concerns regarding the heavy influence of the Chinese Communist Party in Mauritius.1939 guam

Trump's rhetoric is shaking headlines — and driving markets higher. Kerry Lutz and Dale explain why extreme political positioning can translate into real upside for investors. The AI boom remains the engine. As profitability comes into focus, both see the S&P 500 and NASDAQ pushing toward new highs if Trump's economic vision begins to take shape. Gold and silver are flashing warning signs. Rising prices reflect global instability and growing demand, with Kerry cautioning that government intervention becomes more likely as metals climb. Geopolitical pressure is building. Russia and China continue challenging the dollar's dominance, while the U.S. accelerates its push toward domestic self-sufficiency. Looking ahead, Dale sees AI as truly transformative, with clearer winners emerging by 2026. Discipline and timing may matter more than ever as opportunities expand. Find Dale here: https://rdsmotherswealth.com Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe    Kerry's New Book "The Armstrong Economic Code: The 5 Truths Investors Must Never Forget" is out now on Amazon!  Get your copy here:   https://a.co/d/bvYbZOz  "The World According to Martin Armstrong – Conversations with the Master Forecaster" is a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5

After a year in office, it is becoming a little bit easier to categorize the Trump administration's foreign policy and to build an investment strategy around it. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler today to discuss his latest report titled "Blocs, Spheres, Empires, and Colonies," making the case that America's foreign policy is evolving to a new kind of imperialism.

International Intrigue - NewsletterMy Substack (Subscribe)*Leave a review on Apple or Spotify* (nothing does more to help grow the show)---Previous guests on the podcast similar to this!Robert Kaplan - A World In CrisisPodcast Starter PacksOffshore Finance/Kleptocracy & Money LaunderingGeopolitics/Economics/Economic DevelopmentExplorers & AdventurersInvestigative Journalists---Jeremy Dicker is a co-founder of International Intrigue, a daily geopolitics newsletter delivered to over 150,000 inboxes worldwide.Before entrepreneurship, Jeremy spent 14 years as an Australian diplomat, with postings in both Latin and North America, Peru, Mexico and LA specifically.International Intrigue was born during London lockdown when Jeremy and his co-founders (fellow former diplomats) jumped on the new media of newsletter's nascent industry and decided to write to make geopolitics accessible, witty, and funnyJeremey boasts that the writers from ‘The Diplomat' read the newsletter which is a huge flex given just how good that TV show is. Jeremy and his team published a 25 predictions for 2026 article just a few weeks ago and that's exactly what we go through on todays episode. Timestamps00:00 - Jeremy & International Intrigue01:01 - Taiwan & Global Disorder11:35 - Prediction 1: Europe's Reliance on the US21:09 - Prediction 2: Cryptocurrency's Mainstream Adoption28:22 - Prediction 3: Nuclear Energy and Tech Giants33:13 - Prediction 4:AI and the Bubble Debate39:59 - Prediction 5: Russia Ukraine42:44 - Prediction 6: The Pink Tide: Shifts in Latin American Politics58:24 Prediction 7: Climate Change01:08:32 - Diplomacy and National Interests: Balancing Values and Policies01:09:03 - Prediction 8: BRICS vs Quad01:15:12 - US Foreign Policy and Global Dynamics01:19:11 - Diplomatic Challenges Under Trump01:26:12 - Prediction 9: The Future of the UN and Global Governance01:30:02 - Prediction 10: China's Technological Ascendancy01:34:53 - Australia's Role in Global Affairs

Pippa Malmgren, chief executive of Geopolitica Institute, joins from Greenland to explain why the Arctic is now at the center of the geopolitical chessboard — from US claims that it needs to take over the Danish territory for national security reasons to how Greenlanders want to remain independent without being “for sale.” She connects the Arctic story to wider shifts: peace talks over Russia's war on Ukraine, strained European alliances, China–Russia dynamics and technological races in space, energy and advanced materials. She also explains what investors should consider as geopolitical risk increasingly becomes market risk.See omnystudio.com/listener for privacy information.

⭐⭐ TYPICAL SKEPTIC PODCAST #2427 — 7PM ET“Massive UFO in Greenland, Hyperborean Gateway & Moai Grid Connection”Guest: Indigo Angelindigoangel222.comyoutube.com/@indigoangelBIO / INTRO – Indigo AngelIndigo Angel is a cutting-edge metaphysical researcher, gridworker, and interdimensional decoder known for her deep dives into planetary architecture, ancient timelines, and hidden extraterrestrial influences. Her work spans Stargate systems, Hyperborean and Atlantean histories, crystalline grid mapping, and advanced esoteric geopolitics.She is widely followed for her intuitive intelligence, powerful clairvoyant analysis, and real-time breakdowns of global energetic events.SHOW DESCRIPTION (Promo Text)

580,007 views Streamed live on Jan 19, 2026 #arestovych #shelest #war#arestovych #shelest #war #zelensky #trump

Send me a DM here (it doesn't let me respond), OR email me: imagineabetterworld2020@gmail.comToday I'm honored to have back on the show once again: Podcast regular, United Church Minister turned whistleblower, Canadian Hero, humanitarian, loving father, published writer and author, public speaker and podcaster, documentary filmmaker, Nobel Peace Prize nominee, co-founder of the International Tribunal into Crimes of Church and State, righteous soul, and Eagle Strong Voice: Kevin AnnettA little bit about Kevin if you've missed any of his episodes or are new here, and a recap and sneak peek of what we will be talking about today: Born in Edmonton, Alberta, Annett entered the ministry in the early 1990s, serving indigenous communities in Port Alberni, British Columbia - communities scarred by the brutal legacy of Canada's government-funded, church-run Indian residential schools. What began as pastoral care unraveled into horror as survivors confided tales of torture, rape, sodomy, unexplained deaths, and systematic genocide orchestrated by the United, Anglican, and Catholic churches.Undeterred, Kevin escalated his mission beyond Canada's borders. In 2010, he co-founded the International Tribunal into Crimes of Church and State (ITCCS), a citizen-led court uniting survivors from 26 nations to prosecute global elites for crimes against humanity. Through the ITCCS, he exposed a vast international network linking residential school horrors to ritualistic child abuse and sacrifice. His most explosive revelations center on the Ninth Circle Cult - a centuries-old secret society embedded at the Vatican's rotten core, involving high-ranking Vatican officials, European royals, politicians, and other elites who engage in ritual child sacrifices to appease ancient occult rites.Eyewitness testimonies gathered by Kevin and the ITCCS describe Ninth Circle ceremonies in Vatican basements, remote estates, and hidden facilities, where children trafficked from orphanages and networks are ritually abused, tortured, and killed. Former Popes Benedict and Francis have been directly accused of involvement, with Benedict's 2013 resignation allegedly prompted by ITCCS arrest warrants for genocide and child trafficking. Last time Kevin was on, he relayed the connections between ICE, Trump and the government, the Mormon Church, Elon Musk and Neuralink, and child trafficking and crimes against humanity. On today's episode, Kevin returns to share some ground-breaking and explosive news updates building on the last episode regarding President Donald Trump, news of a Declaration of a new kind, and so much more. You will not want to miss one moment of this episode! INTERIM REPORT:https://murderbydecree.com/2025/08/09/interim-report-of-the-special-prosecutor/#page-contentCONNECT WITH KEVIN:Email: angelfire101@protonmail.comPhone: 289-680-8724Websites:-Republic of Kanata: https://republicofkanata.org/-Radio Free Kanata: https://bbsradio.com/radiofreekanata-'Murder by Decree' & other books published by Kevin: https://murderbydecree.com/#books-'Unrepentant' Documentary: https://www.youtube.com/watch?v=Czej73SfYJcCONNECT WITH THE IMAGINATION:EMAIL: imagineabetterworld2020@gmail.comMy Substack: https://emmakatherine.substack.com/BUY ME A COFFEE: Support the show

Our panellists, Charles Hecker and Marc Adelman, discuss the US-Ukraine-Russia meeting in the UAE and whether a ceasefire is in the cards. Plus: our Friday battle of recommendations: French culture vs Hollywood.See omnystudio.com/listener for privacy information.

Geopolitical drama is back on the menu, and the futures options markets are feeling the heat. In this episode of This Week in Futures Options (TWIFO), Mark Longo breaks down a wild week where nearly every complex saw a volatility explosion. From potential trade wars to "Greenland drama," we explore how the tape is reacting at CME Group. On today's episode, we dive into: The Movers & Shakers Report The Volatility Spike: A look at the CVOL (CME Volatility Index) across the board. Why Treasury vol is roaring back to life (up 10 points) and Energy is pining the needle at 69.35. Natural Gas Mania: Nat Gas jumps a staggering 57% as the polar vortex hits. Metals & FX: Precious metals explode in both price and vol, while FX vol gains a full point on trade war chatter. The Dark Side: Bitcoin slides over 8%, leading the losers alongside Palladium and Copper. Equities: The Big Tech Rotation Nasdaq vs. Small Caps: We analyze the pronounced rotation out of large-cap tech and into small caps. Zero-DTE Action: A deep dive into the massive paper hitting the Nasdaq-100 (NQ), where 0-DTE contracts dominated 43% of the weekly flow. The March Skew: Why traders are paying a premium for March 24,000 puts in the Nasdaq and what it means for the next 60 days of market risk. Call Discounts: Is the 13.5% discount on March calls a buying opportunity or a warning sign? Market Intelligence Geopolitical Impact: How the "Greenland deal" headlines and Middle East tensions are impacting WTI and precious metals.

Kieran Osborne covers what we learned from this week's tariff-induced volatility. He thinks the volatility could continue and urges investors to focus on the long term. He thinks it could be time to take some winners off the table to reap gains and then diversify. Direct lending and private real estate, along with international markets, are top of mind. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Why China Is Seen as a Stabilising Force Amid Global Economic and Geopolitical Uncertainty by Capital FM

The effects of volatile international markets are currently being felt in the bank accounts of UK dairy farmers. Milk prices paid by processors started tumbling in the autumn and there've been further drops this month. Dairy Analyst Chris Walkland discusses the impact of President Trump's trade policy on milk production in the US, which has coincided with a boom in UK and European milk output...leading to a bust. We also consider whether further US trade tariffs as leverage over Greenland could further destabilise dairy trade.We meet a Welsh farmer adding Sunflowers to the cattle feed crops grown on his farm, to cut his feed bill in volatile times. The European Parliament has voted to refer a deal with the South American trade bloc Mercosur to the European Court of Justice, in a move which could see a two year delay in the agreement coming into operation, or even derail it altogether. The European Commission signed the deal with Brazil, Argentina, Paraguay and Uruguay on Saturday. But yesterday MEPs decided its legality needs to be tested. If a water company pollutes rivers or releases sewage illegally, it can be taken to court and fined. The government has just announced that it's reinvesting £29 million pounds from these fines into more than 100 projects to improve 450km of rivers, restore 650 acres of natural habitats and plant 100,000 new trees. The money collected from precious water company fines between April 2022 and 23 was put into a Water Restoration Fund and it's already being spent on local projects. We visit one, on the River Witham in Lincolnshire.Presenter: Caz Graham Producer: Sarah Swadling

Lee Hardman, Senior Currency Analyst, and Sara Maki, an MUFG Graduate Analyst, discuss why the USD has corrected lower over the past week even as US yields have risen. They also discuss the pick-up in JPY volatility after the BoJ's latest policy update.   

Geopolitical drama is back on the menu, and the futures options markets are feeling the heat. In this episode of This Week in Futures Options (TWIFO), Mark Longo breaks down a wild week where nearly every complex saw a volatility explosion. From potential trade wars to "Greenland drama," we explore how the tape is reacting at CME Group. On today's episode, we dive into: The Movers & Shakers Report The Volatility Spike: A look at the CVOL (CME Volatility Index) across the board. Why Treasury vol is roaring back to life (up 10 points) and Energy is pining the needle at 69.35. Natural Gas Mania: Nat Gas jumps a staggering 57% as the polar vortex hits. Metals & FX: Precious metals explode in both price and vol, while FX vol gains a full point on trade war chatter. The Dark Side: Bitcoin slides over 8%, leading the losers alongside Palladium and Copper. Equities: The Big Tech Rotation Nasdaq vs. Small Caps: We analyze the pronounced rotation out of large-cap tech and into small caps. Zero-DTE Action: A deep dive into the massive paper hitting the Nasdaq-100 (NQ), where 0-DTE contracts dominated 43% of the weekly flow. The March Skew: Why traders are paying a premium for March 24,000 puts in the Nasdaq and what it means for the next 60 days of market risk. Call Discounts: Is the 13.5% discount on March calls a buying opportunity or a warning sign? Market Intelligence Geopolitical Impact: How the "Greenland deal" headlines and Middle East tensions are impacting WTI and precious metals.

A Geopolitical Masterstroke? | India - UAE Deal Insights | Trump Takes on EU | AadiAchint, ColMayank

Geopolitical tensions have grabbed the headlines this week, but the market turmoil is being driven as much by the Japanese government bond market as by anything coming out of Davos. Hosts Merryn Somerset Webb and John Stepek look at what's going on. They also discuss the growing list of reasons why investors are likely to move money away from the US - and why the UK market has a good chance of benefiting from these flows.See omnystudio.com/listener for privacy information.

In the latest Episode of Nerd Out, Dave and Alec talked about the following topics:Trends in Terrorism: What's on the Horizon in 2026?https://thesoufancenter.org/intelbrief-2026-january-8/Critical Infrastructure Attacks Became Routine for Hacktivists in 2025⁠https://cyble.com/blog/hacktivists-critical-infrastructure-attacks-2025/⁠Severe Winter Weather Forecast to Impact Large Portions of the U.S.https://www.wpc.ncep.noaa.gov/#page=ovw⁠https://www.ready.gov/winter-weather⁠https://www.cbsnews.com/news/maps-winter-storm-snow-cold-weekend/⁠Talking Nerd Movies and our excitement level, plus a review of A Knight in the Seven Kingdoms.

George Friedman of Geopolitical Futures discusses the shifting global order in this essential conversation. He explains why the world is "re-anchoring" away from the Cold War framework, how Russia's failure in Ukraine has ended its status as a global power, and why the US-China relationship is now the defining geopolitical dynamic of our era.

SEGMENT 5: CANADA-CHINA TRADE RELATIONS Guest: Charles Burton Burton examines Canada's complex trade relationship with China amid growing geopolitical tensions. Discussion covers economic dependencies, security concerns over Chinese investment, and how Ottawa balances commercial interests against pressure from Washington to reduce reliance on Beijing for critical goods and strategic resources.1884 OTTAWA RIVER

Global markets are entering 2026 amid heightened geopolitical uncertainty, structural shifts in the global order, and rapid technological change. Recorded live from the World Economic Forum in Davos, this episode of The Bid examines the macroeconomic and geopolitical forces shaping the year ahead.Host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Vice Chairman of BlackRock and Chairman of the BlackRock Investment Institute. Drawing on conversations with political leaders, policymakers, and business executives in Davos, they reflect on an evolving geopolitical landscape and its implications for markets, governments, and global cooperation.The discussion explores how shifts in U.S. policy are reshaping alliances — particularly between the United States and Europe — and why this period may mark a broader transition away from the post–World War II global framework. Philipp outlines the pressures facing Europe, while Tom examines how national security considerations are increasingly shaping economic policy, trade, and global investment flows.Artificial intelligence emerges as a central theme, viewed both as an economic driver and a geopolitical force. The episode considers AI's role in national security competition, the growing importance of data centers and energy infrastructure, and how concerns around sovereignty, critical minerals, and societal impact are elevating AI from a technological issue to a political one.Key insights· How current geopolitical developments are reshaping the global outlook entering 2026· Why Davos remains a key forum for understanding policy and market sentiment· Where Europe's macroeconomic challenges and opportunities are most pronounced· How AI is increasingly intersecting with geopolitics and national security· What recent U.S.–Europe tensions reveal about future global cooperation· How investors and policymakers are interpreting uncertainty in today's environmentGeopolitics, global macro outlook, Europe economy, World Economic Forum Davos, AI and geopolitics, global markets, policy uncertaintyThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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Raj Patel thinks earnings growth can hit low double digits in 2025 as we see 4Q reports. He lays out his vision for markets in 2026 and compares the U.S. and international equities. He is strategically overweight U.S. but is “constructive” abroad. He looks at China's “tactical fiscal stimulus” as a potential opportunity. Raj covers geopolitical risks, the gold trade, and a “secular theme” in industrial metals and electrification.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Quantum Nurse https://graceasagra.com/  presents Freedom International Livestream On Jan 22, 2026, Thursday@ 12:00 PM Guest:  PD Lawton Topic: Boko Haram, Nigeria & South Africa's Geopolitical Fault Lines     Guest Bio:   PD Lawton is an independent geopolitical analyst, historian and writer focused on Africa, with particular expertise on Nigeria, South Africa, and insurgency-driven political economies, including Boko Haram. She is the creator and editor of africanagenda.net    https://africanagenda.net/boko-haram-a-golden-commercial-venture/   Special Guest Hosts: Warren Monty Quesnell               Facebook, Citizen Journalist   Creator Host:   Grace Asagra, RN PhD     TIP LINK for Grace Asagra @ Quantum Nurse Podcast https://www.paypal.com/donate/?hosted_button_id=FHUXTQVAVJDPU Venmo - @Grace-Asagra 609-203-5854 https://patron.podbean.com/QuantumNurse   WELLNESS RESOURCES Optimal Health and Wellness with Grace Virtual Dispensary Link (Designs for Health) 2https://www.designsforhealth.com/u/optimalhealthwellness   Standing Co-host: Hartmut Schumacher www.dragonnous.com

Listen to the SF Daily podcast for today, January 22, 2026, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. Geopolitical tensions between the U.S. and EU eased, stabilizing markets. In Brazil, a slow soybean harvest and dry conditions are affecting corn planting. In the U.S., dry weather persists, limiting grain movement and tightening commercial inventories. Iowa's corn and ethanol industry faces decline without E15 and ultra-low carbon ethanol, with corn prices projected to drop to $1.52/bushel by 2025. Winter storms are expected across the U.S., with extreme cold warnings and significant snowfall forecasted. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Laurent Lequeu explores a global economy increasingly defined by geopolitical chaos and a transition toward stagflation. He argues that the primary threat to the American empire originates from internal political division rather than external adversaries. To hedge against the reckless behavior of authoritarian governments and the inevitable decline of fiat currencies, Lequeu advocates for the ownership of physical precious metals, which lack counterparty risk. The discussion also highlights a significant global shift as China and Russia consolidate their resource and manufacturing alliance, potentially moving the world’s financial epicenter from New York to Hong Kong by 2032. Investors should seek geographical diversification and tangible assets in anticipation of a fracturing Western order. Watch on BitChute / Brighteon / Rumble / Substack / YouTube *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Listen Ad-Free for $4.99 a Month or $49.99 a Year! Apple Subscriptions https://podcasts.apple.com/us/podcast/geopolitics-empire/id1003465597 Supercast https://geopoliticsandempire.supercast.com ***Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics American Gold Exchange https://www.amergold.com/geopolitics easyDNS (15% off with GEOPOLITICS) https://easydns.com Escape The Technocracy (15% off with GEOPOLITICS) https://escapethetechnocracy.com/geopolitics Outbound Mexico https://outboundmx.com PassVult https://passvult.com Sociatates Civis https://societates-civis.com StartMail https://www.startmail.com/partner/?ref=ngu4nzr Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites The Macro Butler https://themacrobutler.com Substack https://themacrobutler.substack.com LinkedIn https://www.linkedin.com/in/laurent-lequeu- X https://x.com/TheMacroButler Telegram https://t.me/TheMacroButlerSubstack About Laurent Lequeu Laurent Lequeu is an independent financial consultant and writer of The Macro Butler, which aims to deliver concise yet comprehensive macroeconomic insights that impact global and regional markets, analyzing key indicators and trends to provide actionable and timely investment recommendations to all kind of investors. *Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Charles is joined by Pippa Malmgren, former Special Assistant to President George W. Bush to explore how the Trump Administration approaches negotiations with rival countries like China and Russia as interconnected moves on a global “geopolitical monopoly board,” with flashpoints ranging from Ukraine to Greenland to Taiwan. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode… Kevin Van Trump and Todd Loechler sit down and discuss current corn, soybean, and wheat markets, including price targets for both the 2025 and 2026 crops. The pair also discusses the current macro and geopolitical wild-cards and how they are positioning their current investments, including stocks, metals, real estate, land, etc… There … In this episode… Latest thoughts on corn, soybeans, and wheat, a discussion about recent geopolitical events and how we are playing them, collectible ideas, the future of AI and the impact on jobs, and much more! Read More »

Humans have shaped the world more than any other species in existence, largely due to our ability to coordinate and work together as a unit – in other words, to govern ourselves. This means that, while human societies are at the center of the many crises we face today, we are also the key to navigating through them safely. But this is only possible if we're able to hold the foundations of our governance together: communication, agency, and remembering our shared humanity. What is the current state of our ability to do this, and what policy mechanisms and agreements are needed to navigate the turbulent decades to come?  In this Reality Roundtable, Nate is joined by geopolitical risk experts Mark Medish and Chuck Watson to discuss the increasing strain being placed on human governance as a result of escalating conflicts between nations and state leaders. Together, they delve into the intricate foundations of our modern governing structures and why it is critical that we reinforce existing international treaties and agreements in order to avoid the worst outcomes for all of humanity. Mark and Chuck also discuss the history of nuclear arms control – including the upcoming expiration of the New Strategic Arms Reduction Treaty (New START) – and how artificial intelligence threatens to disturb the tenuous peace built in the 20th century. Ultimately, they emphasize the need to renew public awareness and education on the importance of governance and the need for our leadership to engage in diplomatic negotiations in an increasingly complex world. Despite the media's focus on laws, regulations, and technology, why do people and our shared humanity still lay at the center of good governance and decision making? Where are our current leaders failing us, and does the average citizen still hold agency to influence the trajectory of global events? Lastly, what do we risk by abandoning trust in our fellow citizens and nations, and what opportunities are still available to rebuild our confidence in each other?  (Conversation recorded on January 8th, 2026)   About Mark Medish: Mark Medish has over 30 years of professional experience in policy, law, finance, and strategic communications. Medish served at The White House as a Special Assistant to the President and Senior Director on the National Security Council, as well as at the U.S. Treasury as Deputy Assistant Secretary for International Affairs. He also worked in senior positions at the State Department (USAID) and the United Nations (UNDP). Medish is Vice Chair of Project Associates Ltd., a London headquartered strategic consultancy with offices in Europe, the Middle East, East Africa, and the U.S. He is also a founding partner of the Mosaiq Law Group in Washington, D.C., and a co-founder of Keep Our Republic, a non-profit civic education organization promoting democratic governance and rule of law. His previous business leadership posts include: president of The Messina Group, a boutique strategic communications firm based in Washington, D.C.; president of the international division of Guggenheim Partners, an asset management company headquartered in Chicago; and equity partner at Akin Gump, an international law firm where he led the sovereign advisory practice. He worked as a vice president for studies and senior scholar at the Carnegie Endowment for International Peace. He was a visiting research fellow at The Japan Institute of International Affairs in Tokyo. He is a life member of the Council on Foreign Relations. He is also a board member of the Institute for the Study of Diplomacy at Georgetown University and the Institute for Human Sciences (IWM) in Vienna.   About Chuck Watson: Chuck Watson has had a long career in international development projects as well as military and intelligence work, with a specialty in natural and human-made disaster modeling. He worked for the US Air Force, was an attaché to US Ambassadors to the Middle East Robert McFarland and Secretary of Defense Donald Rumsfeld.  Chuck has worked as an advisor to governments for over four decades with a particular emphasis on big data, open source intelligence, with an emphasis on the Soviet Union and Russia. Chuck is also the founder and Director of Research and Development of Enki Holdings, LLC, which designs computer models for phenomena ranging from tropical cyclones (hurricanes) and other weather phenomena, earthquakes, and tsunamis, as well as anthropogenic hazards such as industrial accidents, terrorism, and weapons of mass destruction.   Show Notes and More Watch this video episode on YouTube   Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie.   ---    Support The Institute for the Study of Energy and Our Future   Join our Substack newsletter   Join our Hylo channel and connect with other listeners  

Geopolitical risk will drive GE Aerospace's (GE) upside potential "beyond the scope" of expectations, says Datavault AI CEO Nathaniel Bradley. He explains why investors should hold the stock long-term following its "rise and fall, and rise again." Tom White turns to the options front for GE Aerospace with an example trade. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Eamon Javers reports on President Trump's moves and their market implications. Geopolitical deep dive with Evercore ISI vice chairman Krishna Guha, who warns that a potential U.S. seizure of Greenland would represent a geopolitical earthquake for Europe. Earnings from Netflix, Interactive Brokers and United Airlines. Interactive Brokers founder and chairman Thomas Peterffy gives his view of his clients and markets. Morningstar analyst Matthew Dolgin with immediate reaction to Netflix earnings. Wells Fargo Investment Institute head of global market strategy Paul Christopher argues for focusing on “trendlines over headlines,” pointing to rising global bond yields and fiscal concerns abroad as more durable drivers than daily political noise. Steve Liesman on escalating Federal Reserve drama, as Fed Chair Jay Powell prepares to appear at a Supreme Court hearing viewed inside the Fed as an existential test of central bank independence—alongside growing speculation around potential successors and what that uncertainty could mean for markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Thank you to our sponsor, Walrus! Walrus is where the world's data becomes reliable, valuable, and governable. Geopolitical tensions are rising. Crypto legislation is stalled. And pressure on the Federal Reserve is intensifying. So why are Bitcoin and the broader crypto market holding strong? In this episode of Bits + Bips: The Interview, Steve Ehrlich sits down with Zach Pandl, Director of Research at Grayscale Investments, to unpack what's been driving markets since 2026 began, from Washington's regulatory battles to global instability and the Fed's fight to maintain independence. They break down where U.S. crypto policy stands, why Wall Street isn't waiting for Congress, and how macro forces like inflation, debt, and geopolitics are shaping crypto's next move. Hosts: Steven Ehrlich Guests: Zach Pandl, Head of Research at Grayscale Links: Robinhood CEO warns Congress delay is hurting Americans - TheStreet Crypto: Bitcoin and cryptocurrency news, advice, analysis and more Senate Banking Committee postpones vote on crypto market structure legislation amid industry pushback Crypto bill delay 'may ultimately be constructive' for final product, Benchmark says Trump attacks on Jerome Powell testing Fed's independence Why the Federal Reserve has historically been independent of the White House Learn more about your ad choices. Visit megaphone.fm/adchoices

An AI bubble. Geopolitical turmoil. Inflation and interest rates. These things and more could rock the stock market in 2026, and investors have to be prepared. WSJ's Jason Zweig, writer of The Intelligent Investor column and newsletter, discusse s how investors can best set up their portfolios for the new year and breaks down his outlook for the year ahead. Ryan Knutson hosts. Further Listening: - It's Almost 2026. How's the Economy? - Investment Accounts for Babies Are Coming. Wall Street Can't Wait. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices