Podcasts about geopolitical

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

Monday's A.M. Update recaps one of the most extraordinary geopolitical weekends in recent memory: President Trump announces Operation Epic Fury, a massive U.S.-led (with heavy Israeli involvement) campaign of precision strikes dismantling Iran's nuclear sites, missile capabilities, air defenses, naval forces, and proxy networks after Tehran rejects zero-enrichment demands and attempts rebuilding. Initial volleys eliminate Supreme Leader Ayatollah Khamenei, former President Mahmoud Ahmadinejad, and dozens of top IRGC and political leaders—enabled by CIA intel and executed by Israel—sparking nationwide celebrations in Iran. Iran's command structure fractures, with foreign minister admitting isolated, independent military actions; retaliatory strikes hit Gulf neighbors and bases, uniting regional powers against Tehran. Three U.S. service members killed in early action; domestic terror incident in Austin probed for links. Big-picture reflections on frightening allied military/intel capabilities, shifting Middle East dynamics, China's oil vulnerabilities, and lessons on decisive force versus endless nation-building.   A.M. Update, Aaron McIntire, Operation Epic Fury, Iran strikes, Ayatollah Khamenei dead, Israel US alliance, nuclear program dismantled, IRGC leaders eliminated, Gulf states response, Tom Homan, Austin terror shooting

Geopolitical analyst Kamran Bokhari joins Jacob to break down the US/Israeli joint strike on Iran. Is this regime change, or coercion? Bokhari argues the limited force deployment points to a "Venezuela model" - targeting IRGC hardliners while preserving moderate military figures to negotiate a nuclear deal. But... Has the moment for regime collapse has already passed? The two also explore the regional fallout: Kurdish mobilization, Pakistan-Afghanistan tensions, and the risk of Iranian state collapse cascading across Eurasia.--Timestamps:(00:43) - Iran Response And Targets(01:08) - Decapitation And Cyber Angle(01:51) - US Firepower And Scale(04:38) - Is This Regime Change(07:06) - Why Not Full Invasion(11:08) - Endgame And Negotiations(12:36) - Backchannels And Limits(16:05) - Advice To Trump(19:45) - Regional Spillover Risks(25:23) - What Happens Next(30:06) - Wrap Up And Thanks--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --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.--

Simon's live update for LBC, with Vanessa Feltz in the chair.

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The subject this week is China and how the purge of government officials going on inside that country might eventually impact investors. Confluence Chief Market Strategist Patrick Fearon-Hernandez lends us his perspective, gained from his many years of experience in both the financial and government sectors. 

Jeremy Siegel, Professor Emeritus of Finance at the Wharton School and Senior Economist at Wisdom Tree, analyzes the Supreme Court's ruling on tariffs, the market's resilience amid policy uncertainty, the potential impact of Kevin Warsh as Fed chair, and how geopolitical tensions with Iran could influence interest rates and economic growth. Hosted on Acast. See acast.com/privacy for more information.

As Washington escalates threats of military action against Iran, negotiations over Tehran's nuclear programme continue behind the scenes. But while the Trump administration insists that the standoff is about security, Iran's state media are pushing a very different narrative: that the crisis is a deliberate distraction from the Epstein scandal that continues to implicate the US president. Contributors: Dina Esfandiary – Middle East Lead, Bloomberg Economics Fereshteh Sadeghi – Iranian journalist Jamal Abdi – President, National Iranian American Council Sina Toossi – Senior Fellow, Centre for International Policy On our radar: Indian Prime Minister Narendra Modi travelled to Israel this past week in a carefully choreographed display of solidarity. While Modi's trip was celebrated in the Israeli media, criticism by Indian journalists was blocked back home. Leaving the two leaders to sign arms deals that will boost an already significant military partnership. The Rise of Digital Micro-Bolsonaros Nearly two years after Jair Bolsonaro's fall from power in Brazil, the movement he built is searching for a new figurehead. A rising generation of young, evangelical, and hyper-online politicians is stepping in. They are leveraging a sophisticated, decades-old religious media machine that evolved from radio and television into a powerful force on social media. Brazil's political right is being reshaped for the digital age. Featuring: Anna Virginia Balloussier – Journalist, Folha de Sao Paulo Caro Evangelista – Executive Director, ISER Magali Cunha – Editor-in-Chief, Berreia Project

Lee Hardman, Senior Currency Analyst, and Seiko Kataoka‑Fisher, Director in Japanese Customer Sales for EMEA in London, explore why speculation over the Bank of Japan's upcoming policy shifts has triggered a fresh wave of yen weakness. They also examine how escalating tensions between Iran and the United States could shape the performance of the US dollar in the weeks ahead.

The outlook for Russian and Venezuelan crude flows, as well as geopolitical developments in Iran, are keeping Asian refiners on edge. Indian refineries have valued heavy Venezuelan crudes in their mix in the past, but will be looking out for signals of stable oil flows from the country. Meanwhile, the country's imports of Russian crude have decreased as sanctions have intensified. In this episode of Platts Oil Markets Podcast, Sambit Mohanty, Asia Energy Editor, Benjamin Tang, head of liquid bulk at S&P Global Commodities at Sea, and Pulkit Agarwal, Head of Content for India, discuss these market developments and more.

Interview recorded - 19th of February, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on Barry Eichengreen. Barry is a renowned economist and Professor of Economics and Political Science at the University of California, Berkeley, where he has taught since 1987. He is also the author of many books, including the upcoming book “Money Beyond Borders: Global Currencies from Croesus to Crypto”During our conversation we spoke about his thoughts on the economy, the K-shaped economy, geopolitical shift, move away from the US dollar, what it means for the future and more. I hope you enjoy!0:00 - Introduction1:08 - Overview of the economy2:18 - K-shaped economy3:41 - Geopolitical shift6:13 - Europe becoming a world power?9:23 - US currency12:53 - China be trusted?14:58 - Precious metals movements17:09 - Next reserve currencies?19:58 - US Dollar devaluing21:47 - Bifurcating currency world23:56 - Influence for writing the book?25:58 - Any surprises?28:00 - One message to takeaway?Barry Eichengreen is George C. Pardee & Helen N. Pardee Chair and Distinguished Professor of Economics and Political Science at the University of California, Berkeley, where he has taught since 1987. He is a Research Associate of the National Bureau of Economic Research (Cambridge, Massachusetts) and Research Fellow of the Centre for Economic Policy Research (London, England). In 1997-98 he was Senior Policy Advisor at the International Monetary Fund. He is a fellow of the American Academy of Arts and Sciences (class of 1997). Professor Eichengreen is the convener of the Bellagio Group of academics and economic officials and chair of the Academic Advisory Committee of the Peterson Institute of International Economics. He has held Guggenheim and Fulbright Fellowships and has been a fellow of the Center for Advanced Study in the Behavioral Sciences (Palo Alto) and the Institute for Advanced Study (Berlin). He is a regular monthly columnist for Project Syndicate. His books include The Populist Temptation: Economic Grievance and Political Reaction in the Modern Era (2018), How Global Currencies Work: Past, Present, and Future, with Livia Chitu and Arnaud Mehl, (2017), The Korean Economy: From a Miraculous Past to a Sustainable Future (Harvard East Asian Monographs) with Wonhyuk Lim, Yung Chul Park and Dwight H. Perkins, (2015), Renminbi Internationalization: Achievements, Prospects, and Challenges, co-edited with Masahiro Kawai, (2015), Hall of Mirrors: The Great Depression, The Great Recession, and the Uses-and Misuses-of History, (2015). He was awarded the Economic History Association's Jonathan R.T. Hughes Prize for Excellence in Teaching in 2002 and the University of California at Berkeley Social Science Division's Distinguished Teaching Award in 2004. He is also the recipient of a doctor honoris causa from the American University in Paris.Barry Eichengreen - Website - https://eml.berkeley.edu/~eichengr/X - https://x.com/B_EichengreenBook - https://press.princeton.edu/books/hardcover/9780691280530/money-beyond-borders?_glWTFinance - 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

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a compelling array of advancements and strategic shifts that are shaping the healthcare landscape across the globe.In recent times, the pharmaceutical and biotech sectors have showcased remarkable resilience and innovation, driving forward with significant scientific breakthroughs and clinical trial results. A standout achievement comes from Novo Nordisk, whose recent Phase 2 trial results for its triple agonist targeting obesity reported a remarkable weight loss of up to 19.7% in patients over 24 weeks. This promising development positions Novo Nordisk as a formidable contender in the obesity treatment market, potentially affecting giants like Eli Lilly. With obesity being a significant global health challenge, these findings underscore the potential of multi-targeted approaches in managing this complex condition.Regulatory landscapes continue to evolve, with pivotal approvals marking milestones for therapies targeting rare diseases. Immedica Pharma's Loargys received FDA approval for treating hyperargininemia associated with arginase 1 deficiency, highlighting perseverance in overcoming regulatory hurdles after a prior rejection. Additionally, Sanofi and Regeneron's Dupixent achieved its ninth FDA approval, underscoring its versatile potential across multiple indications. These approvals not only reflect regulatory progress but also emphasize the critical role of persistence in drug development.Ethical considerations remain at the forefront of industry discussions, particularly highlighted by Novartis' settlement in a lawsuit concerning the use of Henrietta Lacks' cells without consent. This resolution underscores ongoing ethical challenges within biomedical research, emphasizing the need for ethical vigilance as companies increasingly rely on human-derived materials.Significant business trends are shaping strategic directions within the industry. Pfizer's acquisition of marketing rights for Sciwind's GLP-1 receptor agonist in China exemplifies a calculated move to dominate the obesity treatment market. This strategic acquisition allows Pfizer to leverage China's vast market potential for type 2 diabetes medications and positions it favorably for future weight loss treatments.On the manufacturing front, AbbVie has made substantial investments in U.S. infrastructure, committing $380 million to new North Chicago API plants as part of a decade-long strategy to inject $100 billion into U.S. operations. This initiative highlights a commitment to bolstering domestic production capabilities amidst global supply chain uncertainties.The complexities of drug development are further illustrated by Roche's decision to halt the development of Enspryng for Duchenne muscular dystrophy due to unsatisfactory progress. This shift in focus reflects the inherent challenges of drug repurposing and the necessity of robust clinical evidence to support new indications.Geopolitical factors also play a significant role in shaping industry dynamics, with recent U.S. Supreme Court decisions impacting international trade agreements. Such geopolitical influences can significantly affect pharmaceutical companies' operations and strategic planning.The collaboration between Astellas and Vir Biotechnology reflects another significant trend in strategic partnerships within the industry. Their $1.7 billion deal centered on a novel bispecific T-cell engager for prostate cancer underscores the growing importance of immuno-oncology and innovative approaches to targeting hard-to-treat cancers.The regulatory front continues to see transformative changes with the FDA unveiling draft guidance for a new approval pathway tailored for bespoke gene-editing therapies. This initiative could expedite personalized genetic treatments and transform patSupport the show

This week, we talk about how tariffs, sanctions and geopolitical uncertainty disrupt global supply chains, and how companies can improve visibility, ensure compliance and build resilient, de-risked global trade operationsDownload the ⁠⁠⁠⁠⁠⁠⁠episode transcript===== In this episode, we unpack how tariffs, sanctions, regulations and geopolitical tensions are reshaping global trade and supply chains. We explore the role of data and technology in managing risk, improving compliance, and designing more resilient global networks for the future ===== Guest: Kevin McCollom, Vice President of Go to Market, ArchLynkKevin McCollom is an experienced enterprise software leader with a long track record in ERP, finance, and global trade. He previously served as Global VP for SAP Cloud ERP and Finance Lines of Business and held strategic leadership roles across SAP's Finance and Risk organization. He now serves as Vice President of Go to Market (GTM) at ArchLynk, helping guide global supply chain and trade solution strategy.Guest: Nilesh Shimpi, Associate Director, ArchLynkNilesh Shimpi is an accomplished solution architect with extensive experience in global trade and supply chain management. He has successfully led numerous projects involving SAP Global Trade Services. Currently, he serves as the Associate Director at ArchLynk, where he plays a key role in guiding the development of global supply chain and trade practices.Guest: Thomas Frenehard, Senior Manager, SAPThomas is Senior Manager within the Governance, Risk, and Compliance Product Marketing team at SAP where he focuses on International Trade Compliance and Enterprise Risk and Compliance topics. He is also a regular contributor on social media (SAP GRC Tuesdays & LinkedIn) and presenter at various SAP and non-SAP conferences on GRC matters.Host 1: Richard HowellsRichard Howells has been working in the Supply Chain Management and Manufacturing space for over 30 years. He is responsible for driving the thought leadership and awareness of SAP's ERP, Finance, and Supply Chain solutions and is an active writer, podcaster, and thought leader on the topics of supply chain, Industry 4.0, digitization, and sustainability.===== Show Links:Supply Chain Management: SAP Supply Chain Management SAP Insights: Supply Chain https://archlynk.com/Follow Us on Social Media : Richard Howells: ⁠LinkedIn⁠SAP Digital Supply Chain: ⁠LinkedIn⁠ Please give us a like, share, and subscribe to stay up-to-date on future episodes!  ===== Chapters: 00:00:00: Intro00:01:00: Guest introduction00:02:19: How tariffs, sanctions, and regulations are reshaping supply chains00:08:40  What risks are companies facing from an operational perspective? 00:12:27: How are companies turning these challenges into opportunities?00:15:53: Role of technology and data in managing global trade00:18:26: What should leaders prioritize to stay ahead of the global trade risks 00:20:39 What's the future of the supply chain?00:22:24: Outro

The US dollar is under pressure again as shifting geopolitical risks – from uncertain tariff policies to the Greenland controversy – drive a renewed case for currency diversification and weigh heavily on the greenback. This is being compounded by a widening global policy rift: the Federal Reserve remains on track for multiple rate cuts this year, while other central banks, including Australia and Japan, move in the opposite direction. Is the 15-year dollar bull market officially over? Audrey Childe-Freeman, Chief FX Strategist at Bloomberg Intelligence, joins John Lee on the Asia Centric podcast to unpack the dollar’s recent trajectory. She also discusses why the Swiss franc, euro, Australian dollar, and gold have strong tailwinds in 2026.See omnystudio.com/listener for privacy information.

Elizabeth Peak, columnist for The Hill and Fox News, discusses AI's disruptive potential on Wall Street, emphasizing the need for human oversight while exploring broader market anxieties including trade tariffs and geopolitical tensions. 1.1941

VIDEO LINK: https://youtube.com/live/ABK2nrForCEUOTUW LinkTree: https://linktr.ee/TheUnionOfTheUnwanted▀▄▀▄▀ THE UNWANTED: HOSTS ▀▄▀▄▀Ricky Varandas: The Ripple Effect PodcastWebsite: www.TheRippleEffectPodcast.comX: https://x.com/RvTheory6YouTube Channel: https://www.youtube.com/@TheRippleEffectPodcastOFFICIALYouTube Clips Channel: https://www.youtube.com/@RickyVarandasRumble: https://rumble.com/c/c-745495THEORY 6 Music: https://open.spotify.com/artist/1w91xRlB4b2MJYyXXhJcyFCharlie Robinson: MacroaggressionsWebsite: https://www.macroaggressions.io/YouTube: https://www.youtube.com/@MacroaggressionsPodcastBanned.Video: https://www.banned.video/channel/macroaggressionsX: https://x.com/macroaggressio3Sam Tripoli: Tin Foil Hat PodcastWebsite: www.SamTripoli.comRumble: https://rumble.com/c/SamTripoliX: https://x.com/officialtripoliX: https://x.com/samtripoliMidnight Mike: The OBDM PodcastWebsite: http://obdmpod.com/X: https://x.com/obdmpod▀▄▀▄▀ THE UNWANTED: SPECIAL GUESTS ▀▄▀▄▀Dan Dicks - Press For Truth: https://x.com/DanDicksPFTJosh Sigurdson - World Alternative Media: https://x.com/WorldAltMediaMaryam Henein - Honey Colony: https://x.com/MaryamHeneinMonica Perez - Monica Perez Show: https://x.com/MonicaPerezShowAlex Raniello - Pardon Will Live: https://www.instagram.com/abrannielloGraham Dunlop - Grimerica & Adult Brain: https://x.com/grimericaoutlaw

Today's show covers three explosive fronts in American politics: A Supreme Court ruling that could cost the U.S. government $175 billion — and potentially up to $2 trillion in tariff refunds, damages, and legal claims. A renewed immigration battle following testimony from law enforcement about sanctuary policies and ICE detainers. A governor's controversial pardon that reignites the deportation and chain migration debate. We break down: The constitutional limits on presidential tariff authority The lawsuit wave already forming — including major corporations seeking refunds The strategy shift toward manufacturing incentives and domestic investment Senate procedural warfare over election legislation The immigration enforcement fight and sanctuary city policies The deportation implications of executive clemency decisions Federal benefit eligibility law vs enforcement reality And yes — why physical fitness may be the most underrated political survival tool This is a policy-heavy episode. Economic law, border law, Senate procedure, and political incentives — all in one conversation. ⏱ EPISODE STRUCTURE (60–75 Minutes) SEGMENT 1 – The Tariff Liability Bomb (15–20 min) Core Story The Supreme Court ruled the president cannot raise revenue via emergency tariff authority. Financial exposure: ~$175 billion in refunds to entities that paid tariffs Potential total liability: $1–2 trillion including damages, interest, and legal fees Refund claims + harm claims = prolonged litigation Mention: The Wall Street Journal Donald Trump Joe Biden Key Legal Point Congress holds constitutional tariff authority. Emergency Economic Powers Act cannot be used to generate revenue via tariffs. President retains other tools (Section 232, Section 301). Mention: John Roberts Amy Coney Barrett Scott Bessent Strategic Angle Revenue tariffs blocked. Full embargo authority reaffirmed. Manufacturing incentives emerge as alternative strategy. SEGMENT 2 – Manufacturing Pivot & Trade Realignment (10–15 min) Talking Points Trade deficit reportedly down 17% (goods sector). Bilateral deficit with China reduced. Domestic factory expansion accelerating. Geopolitical pivot: Semiconductor relocation strategy Taiwan–China tension Mention: Taiwan China Policy Framework 100% day-one expensing for factory investment. Competition welcomed — but production relocated domestically. National security sectors prioritized (chips, AI, rare earths). SEGMENT 3 – Senate Power Struggle (10–15 min) Procedural Battle Debate over election reform legislation and filibuster strategy. Mention: Mitch McConnell John Thune Lindsey Graham Tim Scott Themes: Committee control “Talking filibuster” vs procedural block 2026 midterm implications SEGMENT 4 – Immigration Enforcement Flashpoint (15–20 min) Ceremony Coverage Controversy Claims that major networks did not air an event honoring “Angel Families.” Mention: CNN Law Enforcement Testimony Officer recounts arrest of Jose Ibarra in New York. ICE detainer lodged. Release under sanctuary policy. Later convicted in Georgia murder case. Mention: Laken Riley U.S. Immigration and Customs Enforcement New York City Georgia Federal Data Cited Letter from ICE official to: Tony Gonzales Claims referenced: ~13,000 non-citizens with homicide convictions ~15,800+ with sexual assault convictions Additional pending charges Discussion angle: Detention authority Federal vs local enforcement Data interpretation SEGMENT 5 – Executive Clemency & Deportation (10–12 min) Controversial pardon issued by: Gavin Newsom Case involved: Green card holder Attempted murder conviction Deportation order Pardon removes qualifying deportation basis Discussion: Intersection of clemency and immigration law Green card revocation process Chain migration mechanics SEGMENT 6 – Welfare Law & Enforcement Debate (8–10 min) Reference: Bill Clinton 1996 Illegal Immigration Reform and Immigrant Resp ...

UBS Sees Gold To $6200 Near Term on Geopolitical Risks, Tariff Troubles The gold price might be down a little bit this morning, but at least one bank doesn't think it's going to stay there for long. As UBS just put out a forecast for $6,200 gold in the near term due to the geopolitical mess we're living through. To find out more, click to watch the video now! - To get access to Vince's research in 'Goldfix Premium' go to: https://vblgoldfix.substack.com/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

US equity futures are modestly higher. Asia equities closed mixed and European equity markets are trading lower. The dominant themes remain AI disruption and trade uncertainty. Software continues to be at the center of the selloff, while investors debate the potential impact of AI agents on intermediation-heavy business models. Trade policy is again in focus after President Trump shifted to alternative tariff authorities, warning of steeper measures for countries that “play games,”. Geopolitical risks are also building ahead of US-Iran talks later this week, with reports of a possible limited US strike adding to volatility in energy markets. Fed Governor Waller described a March rate decision as finely balanced pending further labor market data. Markets are also watching President Trump's State of the Union address for potential signals on sector-specific tariffs and broader policy direction.Companies Mentioned: Nvidia, DeepSeek, FedEx, Marsh

Frank is joined by Ken Winans, Hal Kempfer and Royal Oaks.See omnystudio.com/listener for privacy information.

February 24, 2026 ~ Chris Renwick, Lloyd Jackson, and Jamie Edmonds spoke with Rocky Raczkowski, a former commanding officer, about the potential for military action against Iran. Rocky believes the US will act in the coming days. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

US equity futures are pointing sharply lower to start the week, with Asian markets broadly higher and European equities trading a weaker open. Markets are reacting to Friday's Supreme Court ruling striking down the IEEPA tariffs, followed immediately by President Trump announcing a new global tariff rate of 10%, later raised to 15% under a different authority. The move has injected fresh uncertainty into the trade landscape, with expectations that the administration will pursue additional trade investigations to restore its effective tariff rate. Questions also remain around potential tariff refunds after the court offered no clear guidance. The ruling and subsequent policy shift come against a backdrop of mixed macro data, including softer flash PMIs, hotter-than-expected core PCE, and below-consensus fourth-quarter GDP. Fed commentary leaned hawkish, with officials highlighting upside inflation risks and signaling that further tightening could return to the table if price pressures reaccelerate. Geopolitical tensions remain elevated amid discussions of a potential limited US strike on Iran, though risk assets had largely shrugged off the headlines late last week.Companies Mentioned: Netflix, TPG, KKR, Fortune Brands Innovations

A weaker-than-expected factory orders print is one Kevin Green doesn't see moving markets much. What he believes will: tariffs. KG adds perspective to questions marks around the tariff picture and its impact on what he calls largely rangebound action in recent months. He takes investors through technical analysis in crude oil and geopolitical pressures pushing prices higher. ======== 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

Check out host Bidemi Ologunde's new show: The Work Ethic Podcast, available on Spotify and Apple Podcasts.Email: bidemiologunde@gmail.comIn this episode, host Bidemi Ologunde breaks down an intelligence-style, open-source psychological profile of Japan's Prime Minister Sanae Takaichi: her decision-making "action bias," ideological anchors, and the political risks of governing as a highly personalized brand. What does her "Iron Lady" reputation mean for crisis choices in a Taiwan-linked scenario? How might her push for faster defense build-up—and talk of constitutional change—reshape the U.S.–Japan alliance, the Quad, and trilateral security ties with South Korea and the Philippines? And as Tokyo–Beijing friction rises, can Japan strengthen deterrence without narrowing the region's room for error?On the Bid Picture Podcast, I talk about big ideas, and Lembrih is one of them. Born from Ghanaian roots, Lembrih is building an ethical marketplace for Black and African artisans: makers of heritage-rich products often overlooked online. The vision is simple: shop consciously, empower communities, and share the stories behind the craft. Lembrih is live on Kickstarter now, and your pledge helps build the platform. Visit lembrih.com, or search “Lembrih” on Kickstarter.Support for The Bid Picture Podcast comes from Promeed, bringing "Silk Luxury for All." If you're building big dreams, don't sleep on your sleep. Promeed makes 100% mulberry silk pillowcases and bedding that feel incredibly soft, stay breathable, and are naturally gentle on hair and skin: less friction, fewer sleep creases, and a smoother morning. Their silk is OEKO-TEX Standard 100 certified, too. Upgrade your bedtime routine at promeed.com.Support the show

The main topics we cover today are:1. Wind farm bankruptcies and land reclamation liabilities:  - The transcript discusses the bankruptcy filing of a wind farm in Clay County, Texas, which had 119 wind turbines. The wind farm faced $103 million in hedge-related liabilities exacerbated by Winter Storm Uri in 2021.  - The transcript highlights the broader issue of wind farms not having fully funded land reclamation plans, estimating a potential $89 billion liability across the U.S. wind turbine fleet.  - It calls for reforms, suggesting that wind and solar farms should be required to pay for storage and land reclamation upfront as part of their operating costs.2. California's energy challenges:  - The transcript discusses California's energy quagmire, including skyrocketing electricity prices, frequent blackouts, and a heavy reliance on imported power.  - It highlights California's moratorium on nuclear power and the potential to reopen the state's previously decommissioned nuclear facilities, such as Diablo Canyon, to address the energy crisis.3. ConocoPhillips' asset sale in the Permian Basin:  - The transcript examines ConocoPhillips' reported plans to sell certain assets in the Delaware Basin sub-region of the Permian Basin, valued at around $2 billion.  - It provides insights into the company's strategy to streamline its portfolio and maintain production guidance amid a constrained capital expenditure environment.4. Potential merger and acquisition activity in the Canadian oil sands sector:  - The transcript discusses the anticipation of merger mayhem in the Canadian oil sands sector, driven by record production levels and diversified export destinations.  - It mentions several Canadian oil companies, such as Suncor, Canadian Natural Resources, and Imperial Oil, that are eyeing potential U.S. listings.5. Geopolitical tensions and their impact on oil markets:  - The transcript discusses the potential risk of supply disruptions from Iran and Iraq, which has led oil traders to hedge against this risk.  - It suggests that the market is pricing in a potential risk premium of up to $10 per barrel due to the escalating tensions.6. Challenges faced by hyperscale data centers in securing reliable power:  - The transcript examines the growing electricity demand from hyperscale data centers and the challenges they face in finding adequate and reliable power supply, particularly from renewable sources.  - It questions the feasibility of data centers claiming to be 100% renewable, suggesting that nuclear power may be a necessary component.Based on the analysis, here are the main topics discussed in this transcript:1.Clay County Texas Wind Farm Goes Bankrupt and Leaves Land Reclamation in Question2.California Needs to End Its Outdated Nuclear Power Plant Moratorium to Survive3.ConocoPhillips Considers Selling Permian Assets Worth $2 Billion: Implications for Investors and the Permian Basin's Future4.Canada's Oil Sands Set Up for Merger Mayhem after Busy 20255.Trump 2.0's Grand Strategy Against China Is Slowly But Surely Coming Together6.Why Are Oil Traders Rushing to Hedge Iran Risk After a Wild Start to 20267.Power‑Hungry, Grid‑Locked : Where Hyperscalers Go To Find Their Next MegawattsThank you To Steve Reese and Reese Energy Consulting for sponsoring the podcast:https://reeseenergyconsulting.com/Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out The Energy News Beat Website: https://energynewsbeat.co/Questions on Investing in Oil: https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

Is the 2026 "Year of the Fire Horse" manifesting as a global "Warhammer Horse"? In this episode, we decode the transition from the Nian to the Longma—Eastern dragon-horse entities of fire—and their startling parallels in modern current events. We analyze the esoteric symbolism of NASA's Artemis moon mission and its connection to a goddess related to horses and fire. Furthermore, we examine the escalating conflict with Iran through the lens of ancient archetypes, from the burning of Baal/Moloch effigies to the mythic battles of Thor and Apollo against the Great Serpent. From Ragnarök to Armageddon, learn why the horse remains the ultimate symbol of the final battle. Also learn the history of the Four Horses of the Apocalypse and origins of Chinese New Year symbolism.*The is the FREE archive, which includes advertisements. If you want an ad-free experience, you can subscribe below underneath the show description.

569,807 views Streamed live on Feb 16, 2026 #negotiations #mobilization #rustle#arestovych #rustle #war #zelensky #trump

Michael speaks with Josh Meservey, a Senior Fellow at the Hudson Institute and one of the nation's leading experts on African geopolitics and counterterrorism. Josh discusses the high-stakes Sudanese Civil War, its ripple effects across the Red Sea into the Middle East, and why the US has a stake in the region's stability, trade, and security. Josh also explains the Great Power competition unfolding in Africa as China works to escalate its influence.

Jeff Weniger talks about the potential geopolitical “anvils” hanging over a market rally, including Venezuela, Iran, China and more. However, he's still looking to international equities for opportunities. He turns to Japan, making the argument that the return of Abenomics will be bullish. He doesn't like Bitcoin right now, but thinks gold can break above the $5K level again, and says $6K is “more realistic” than $4K. ======== 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

Visit us at Network2020.org. Geopolitical tensions, combined with shifting priorities in Washington, are pushing the United Nations into a moment of severe institutional uncertainty. A serious financial crisis has led to hiring freezes, staff cuts, and reductions in core functions, with the Secretary-General warning that the liquidity crisis could undermine essential operations and lead to a breakdown in the organization's regular functioning if delays persist. At the same time, debates over Security Council reform are resurfacing, and there are growing demands for an adjustment to the Council's structure and decision-making process. What reforms are realistic in a fractured international system? And what happens when global problems outpace the institutions designed to manage them?Join us for a discussion with Ambassador Aglaia Balta, permanent Representative of Greece to the UN, Ambassador Christopher Lu, former U.S. Ambassador to the UN for Management and Reform, and Ambassador Carolyn Rodrigues-Birkett, Permanent Representative of the Co-operative Republic of Guyana to the United Nations in New York. This discussion will be moderated by Dr. Waheguru Pal Singh Sidhu, Clinical Professor and director of the United Nations (UN) Specialization at the Center for Global Affairs, School of Professional Studies (SPS), New York University.This event is co-hosted with the Borough of Manhattan Community College (BMCC CUNY).Music by Aleksey Chistilin from Pixabay.

Jack Prandelli of The Merchants News Substack stopped by, and we had a blast visiting about huge changes in the oil and gas markets. At the end of the podcast, we also discuss how we should restructure electricity prices for consumers. 1. China's efforts to reduce its reliance on the US dollar:  - China is shorting US Treasuries and buying gold to try to reduce its dependence on the US dollar in global trade, especially for commodities like oil.  - However, China still relies heavily on importing oil and gas, which is priced in US dollars through the petrodollar system.2. The growth of US LNG exports to Europe:  - The US is rapidly expanding its LNG export capacity, which is helping Europe replace Russian gas.  - A key company, OneOk, owns a large portion of the pipeline infrastructure market supporting US LNG exports.3. The performance and strategies of major oil and gas companies:  - Integrated companies like Exxon and Chevron are performing better than more specialized companies like Occidental.  - European oil majors like BP and Total are struggling more, with BP considering asset sales.4. OPEC's challenges in managing oil production and pricing:  - OPEC has struggled to meet its own production targets, leading it to consider changes to its pricing mechanisms.  - There are geopolitical tensions, like the US trying to influence OPEC members like Venezuela and Iran.5. The role of natural gas, renewables, and nuclear power in the energy transition:  - The guests discuss the pros and cons of different energy sources, arguing for a balanced approach that ensures reliable and affordable energy.  - There are concerns about the ability of renewables alone to provide reliable power without fossil fuel or nuclear backup.Stu and Jack cover a wide range of topics related to the global energy markets, geopolitics, and the energy transition, with a focus on oil, gas, and LNG. Based on the transcript analysis, here are the main topics discussed:**1. China's De-Dollarization Strategy**China is actively working to reduce its dependence on the US dollar by shorting US Treasuries and accumulating gold. However, this effort faces a fundamental constraint: China's massive need for imported oil and gas, which are priced in US dollars through the petrodollar system, keeps it tethered to dollar-denominated trade.**2. US LNG Export Expansion**The US is rapidly scaling up its liquefied natural gas (LNG) export capacity, playing a crucial role in helping Europe transition away from Russian gas supplies. One Oak, a significant player, controls a large portion of the pipeline infrastructure that supports these exports.**3. Oil and Gas Company Performance**The discussion compares how different energy companies are faring:- Integrated majors like Exxon and Chevron are outperforming more specialized companies like Occidental- European oil majors (BP, Total) are struggling more significantly, with some considering asset sales**4. OPEC Production and Pricing Challenges**OPEC faces difficulties meeting its own production targets and is considering adjustments to its pricing mechanisms. Geopolitical tensions also play a role, with the US attempting to influence OPEC members like Venezuela and Iran.**5. Energy Transition and Power Sources**We debate the role of natural gas, renewables, and nuclear power in the energy transition, emphasizing the need for a balanced approach that maintains reliable and affordable energy while questioning whether renewables alone can provide consistent power without fossil fuel or nuclear backup.Connect with Jack on his LinkedIn here: https://www.linkedin.com/in/prandelligiacomo/Check out the Merchant News Substack: https://themerchantsnews.substack.com/Thank you To Steve Reese and Reese Energy Consulting for sponsoring the podcast:https://reeseenergyconsulting.com/Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Check out The Energy News Beat Website: https://energynewsbeat.co/Questions on Investing in Oil: https://sandstoneassetmgmt.com/invest-in-oil-and-gas/

With US markets closed for Presidents' Day and much of Asia shut for Lunar New Year, trading was thin yesterday and overnight, yet European equities still managed to edge higher. Swiss GDP data showed a slight rebound in Q4, although overall growth for 2025 remained below the historical average. Geopolitical developments also shaped sentiment, as investors digested the outcomes of the Munich Security Conference. Meanwhile, talks between Ukraine and Russia, as well as between Iran and the US, are taking place in Geneva today — highlighting how global politics continues to steer markets and keeping oil and gold firmly in the spotlight. On today's show, we were also joined by Manuel Villegas from Next Generation for an update on the crypto world, which has had a tough start to the new year.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:31) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (06:29) - Digital Assets: Manuel Villegas, Next Generation Research (10:44) - Closing remarks: Bernadette Anderko, Product & Investment Content £Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

3.Michael Vlahos as Germanicus explores with Gaius the seventeenth-century practice of dynastic marriage as a superior geopolitical tool compared to modern warfare's impulse toward total destruction. Gaius highlights the unions connecting the Hapsburg, Bourbon, and Stuart empires, observing that the magic of resolving conflict through marriage has been lost entirely. Germanicus explains that these networks of bloodlines created a unified European sensibility and stability that limited war's severity because monarchs were cousins bound by family obligation and shared aristocratic culture. Wars remained limited affairs rather than existential struggles for national survival. Germanicus attributes the loss of this restraint to the French Revolution, which replaced aristocratic connections with religious nationalism and a Darwinianstruggle for survival, culminating in the total wars of the twentieth century that devastated entire civilizations. While true dynastic geopolitics has vanished from international relations, Germanicus observes a strange egalitarian counterpart emerging in the American overclass through the nepo baby phenomenon. He argues that elite families in Hollywood and politics now pass down wealth and status across generations, mimicking aristocratic patterns without the intergenerational stability, diplomatic utility, or civilizational responsibility characteristic of Roman senatorial families or royal Europeanhouses.

675,836 views Streamed live on Feb 9, 2026 #arestovych #rustle #war#arestovych #rustle #war #zelensky #trump

Doomberg stops by the Energy News Beat and Energy Impacts podcast with Stu Turley and David Blackmon. We are going to cover some of Doomberg's current articles, including the Energy Crisis in California, and the Global Oil and Gas market update. We will be live on X, YouTube, and LinkedInThe main topics and themes discussed in this podcast are:1. The energy crisis in California: - The transcript discusses the emerging energy crisis in California, particularly in Northern California. It highlights how the state's regulatory policies have led to the closure of major refineries, creating a fuel supply shortage. - The discussion covers the potential consequences of this crisis, including the possibility of $10 per gallon gasoline and the impact on the broader West Coast region. - The transcript also touches on the national security implications of California's energy dependence and the need for a more resilient energy infrastructure.2. Politics and policy: - The transcript delves into the political dynamics surrounding energy policy, including the potential impact of the SAVE Act on voter ID requirements and the role of the Republican and Democratic parties in Washington. - It also discusses the implications of the removal of the EPA's endangerment finding for CO2 and the potential for policy whiplash depending on the outcome of future elections. - The discussion touches on the potential presidential ambitions of California Governor Gavin Newsom and the challenges he may face in the Democratic primary.3. Energy markets and geopolitics: - The transcript explores the EU's "grid socialism" plan and its potential impact on energy prices and grid stability across Europe. - It also discusses the potential implications of the EU's proposed carbon border adjustment mechanism (CBAM) on US LNG exports and the geopolitical dynamics surrounding energy trade. - The discussion includes an analysis of the Bloomberg article on a purported Russian memo seeking to rejoin the US dollar system, which the speaker dismisses as likely false.4. Doomberg and media analysis: - The transcript provides insights into the Doomberg brand, its approach to analysis and publishing, and its plans for expansion, including a forthcoming book project. - It also touches on the challenges of being a media guest and the importance of maintaining brand consistency, particularly in relation to thumbnail images and headlines.Overall, we cover a wide range of energy-related topics, with a focus on the interplay between policy, geopolitics, and market dynamics, as well as the role of media analysis and commentary in shaping the energy discourse.## 1. **California's Energy Crisis**The transcript extensively covers an emerging energy crisis in Northern California, driven by regulatory policies that have led to refinery closures and fuel supply shortages. Key concerns include potential price spikes (up to $10 per gallon gasoline), regional impacts across the West Coast, and national security implications related to energy dependence and infrastructure resilience.## 2. **Energy Policy & Politics**The discussion examines the political landscape surrounding energy policy, including:- The SAVE Act and voter ID requirements- The EPA's endangerment finding for CO2 and its removal- Policy volatility depending on election outcomes- Governor Newsom's potential presidential ambitions and Democratic primary challenges## 3. **Energy Markets & Geopolitics**This section explores international energy dynamics:- The EU's "grid socialism" plan and its effects on energy prices and grid stability- The EU's carbon border adjustment mechanism (CBAM) and its impact on US LNG exports- Geopolitical dimensions of energy trade- Analysis of claims about Russia and the US dollar system## 4. **Doomberg Brand & Media Analysis**The transcript discusses the Doomberg media brand, including:- Its analytical approach and publishing strategy- Expansion plans and upcoming book projects- Challenges of media appearances and maintaining brand consistency- The importance of visual presentation (thumbnails, headlines) in mediaChapters: 01:32 California Energy Crisis10:21 Military Bases in California12:57 filibuster and problems with elections16:12 Endangerment of CO2 findings and its impact21:12 EU grid interconnect problems and energy crisis28:25 is the war with Ukraine about to end?31:46 publications in the EU36:00 Orban and his re-election47:46 Upcoming topics around copperCheck out Doomberg on his Substack: https://newsletter.doomberg.com/Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/For David Blackmon https://blackmon.substack.com/

The salient point of today's discourse centers around the recent triumph of the U.S. men's curling team over Sweden in the Olympics, a victory that exemplifies the competitive spirit of American athletes on the international stage. Further, we delve into a myriad of topics including the implications of geopolitical maneuvers regarding Greenland and its strategic position in global affairs, particularly in relation to the interests of the United States and its allies. Additionally, we reflect on the cultural significance of sporting events, such as the Super Bowl, and the impact of personal experiences tied to these occasions. The conversation also encompasses our ongoing financial obligations related to maintaining this podcast, emphasizing the necessity of listener support to sustain our endeavors. As we conclude, we express our gratitude for the continued engagement of our audience and extend an invitation for future discussions that explore these pressing themes.Takeaways:In this episode, we engage in a thoughtful discourse on the recent achievements of the U.S. men's curling team, emphasizing the significance of such victories in the realm of international sports.We express our admiration for the Olympic Games as a platform that showcases remarkable human accomplishments and fosters a sense of global unity among nations.We delve into the implications of geopolitical developments in the Arctic region, particularly regarding natural resources and their potential impact on international relations.The discussion also touches upon the socio-political dynamics within Iran, highlighting the ongoing struggles for freedom and the importance of international support for the Iranian populace.We reflect on our personal experiences with charitable contributions to organizations such as the Ayn Rand Institute, reinforcing the value of supporting ideological movements we believe in.Lastly, we contemplate the future of our podcast, contemplating potential guests and topics that align with our mission to promote philosophical inquiry and meaningful dialogue.Show notes with links to articles, blog posts, products and services:USA men score ‘statement' curling upset in huge boost to medal-round pushMike Vrabel - Patriots dot comSuper Bowl XXXVI - WikipediaAyn Rand InstituteThe Secular Foxhole dot liveSeinfeldish - The...

Doomberg stops by the Energy News Beat and Energy Impacts podcast with Stu Turley and David Blackmon. We are going to cover some of Doomberg's current articles, including the Energy Crisis in California, and the Global Oil and Gas market update. We will be live on X, YouTube, and LinkedInThe main topics and themes discussed in this podcast are:1. The energy crisis in California: - The transcript discusses the emerging energy crisis in California, particularly in Northern California. It highlights how the state's regulatory policies have led to the closure of major refineries, creating a fuel supply shortage. - The discussion covers the potential consequences of this crisis, including the possibility of $10 per gallon gasoline and the impact on the broader West Coast region. - The transcript also touches on the national security implications of California's energy dependence and the need for a more resilient energy infrastructure.2. Politics and policy: - The transcript delves into the political dynamics surrounding energy policy, including the potential impact of the SAVE Act on voter ID requirements and the role of the Republican and Democratic parties in Washington. - It also discusses the implications of the removal of the EPA's endangerment finding for CO2 and the potential for policy whiplash depending on the outcome of future elections. - The discussion touches on the potential presidential ambitions of California Governor Gavin Newsom and the challenges he may face in the Democratic primary.3. Energy markets and geopolitics: - The transcript explores the EU's "grid socialism" plan and its potential impact on energy prices and grid stability across Europe. - It also discusses the potential implications of the EU's proposed carbon border adjustment mechanism (CBAM) on US LNG exports and the geopolitical dynamics surrounding energy trade. - The discussion includes an analysis of the Bloomberg article on a purported Russian memo seeking to rejoin the US dollar system, which the speaker dismisses as likely false.4. Doomberg and media analysis: - The transcript provides insights into the Doomberg brand, its approach to analysis and publishing, and its plans for expansion, including a forthcoming book project. - It also touches on the challenges of being a media guest and the importance of maintaining brand consistency, particularly in relation to thumbnail images and headlines.Overall, we cover a wide range of energy-related topics, with a focus on the interplay between policy, geopolitics, and market dynamics, as well as the role of media analysis and commentary in shaping the energy discourse.## 1. **California's Energy Crisis**The transcript extensively covers an emerging energy crisis in Northern California, driven by regulatory policies that have led to refinery closures and fuel supply shortages. Key concerns include potential price spikes (up to $10 per gallon gasoline), regional impacts across the West Coast, and national security implications related to energy dependence and infrastructure resilience.## 2. **Energy Policy & Politics**The discussion examines the political landscape surrounding energy policy, including:- The SAVE Act and voter ID requirements- The EPA's endangerment finding for CO2 and its removal- Policy volatility depending on election outcomes- Governor Newsom's potential presidential ambitions and Democratic primary challenges## 3. **Energy Markets & Geopolitics**This section explores international energy dynamics:- The EU's "grid socialism" plan and its effects on energy prices and grid stability- The EU's carbon border adjustment mechanism (CBAM) and its impact on US LNG exports- Geopolitical dimensions of energy trade- Analysis of claims about Russia and the US dollar system## 4. **Doomberg Brand & Media Analysis**The transcript discusses the Doomberg media brand, including:- Its analytical approach and publishing strategy- Expansion plans and upcoming book projects- Challenges of media appearances and maintaining brand consistency- The importance of visual presentation (thumbnails, headlines) in mediaChapters: 01:32 California Energy Crisis10:21 Military Bases in California12:57 filibuster and problems with elections16:12 Endangerment of CO2 findings and its impact21:12 EU grid interconnect problems and energy crisis28:25 is the war with Ukraine about to end?31:46 publications in the EU36:00 Orban and his re-election47:46 Upcoming topics around copperCheck out Doomberg on his Substack: https://newsletter.doomberg.com/Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/For David Blackmon https://blackmon.substack.com/

Check out host Bidemi Ologunde's new show: The Work Ethic Podcast, available on Spotify and Apple Podcasts.Email: bidemiologunde@gmail.comIn this episode, host Bidemi Ologunde takes listeners inside a rare moment when Beijing's usually sealed-off security apparatus is leaking signals to the outside world: a run of espionage-linked detentions and purges touching the PLA command pipeline, and even the state-finance sphere, including the reported downfall of Bank of China executive Lin Jingzhen. What does it mean when China's leadership allows public visibility into cases that would normally be buried? Are these arrests a sign of genuine counterintelligence panic, a political loyalty sweep, or both at once? And if some of the targets include high-ranking officers with real warfighting experience, how does that reshape risk calculations around Taiwan: deterrence, timing, and the chance of miscalculation? Bidemi also maps the second-order ripple effects: crisis communications with the U.S., signals to allies and rivals, procurement and readiness shocks, and the way "anti-espionage" politics can tighten across finance, tech, and society.On the Bid Picture Podcast, I talk about big ideas, and Lembrih is one of them. Born from Ghanaian roots, Lembrih is building an ethical marketplace for Black and African artisans: makers of heritage-rich products often overlooked online. The vision is simple: shop consciously, empower communities, and share the stories behind the craft. Lembrih is live on Kickstarter now, and your pledge helps build the platform. Visit lembrih.com, or search “Lembrih” on Kickstarter.Support the show

Thematic investing is increasingly shaping how investors interpret markets heading into 2026, as artificial intelligence, geopolitical fragmentation, and infrastructure constraints intersect across the global economy.Jay Jacobs, Head of U.S. Equity ETFs at BlackRock, joins Oscar to discuss why mega forces are becoming harder to ignore—and harder to diversify away from—than in past market cycles. Their conversation explores how AI investing is evolving from a growth narrative into one focused on usage intensity, how national security considerations are reshaping the definition of defense, and why physical infrastructure is emerging as a critical market constraint.Key insights include:· Why thematic investing is gaining relevance alongside sector and style frameworks· How AI usage intensity reframes the AI investment conversation· Where infrastructure and energy constraints may influence adoption timelines· How geopolitical fragmentation is expanding the definition of defense· Why overlapping mega forces may shape market outcomes into 2026Key moments in this episode:00:00 Introduction to Thematic Investing in 2026: AI and Market Forces00:40 The Rise of Thematic Investing01:43 Deep Dive into AI's Market Impact05:22 Understanding Token Consumption07:55 Evaluating AI Investments11:12 Geopolitical Fragmentation and Defense13:51 Infrastructure's Evolving Role16:42 Future of AI and Broader Implications18:38 Conclusion and Final Thoughts Thematic investing, AI investing, Capital markets, Infrastructure, Megaforces, Stock market trends, Geopolitical fragmentation, Defense spendingSources: iShares Thematic Outlook, 2026This 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.

Only one tournament can successfully blend great food, psychological torture, and high-level extemp--no, it's not your local invitational--it's the MBA Extemp Round Robin!The MBA tournament brings together 16 of the nation's best extempers at the Montgomery Bell Academy in Nashville, Tennessee. Listen in as guests Aparna Iyer, Daphne Kalir-Starr, Rehan Buvvaji, Zoe Becker, and Rowan Seipp discuss the tournament experience and their extemp style with co-hosts Noori and Marcel. We hope you enjoy the February episode of the Extemper's Bible Podcast! Be on the look out for our March episode!

US equity futures are pointing modestly higher, with Asian markets mostly firmer and European equities trading broadly higher. A stronger-than-expected payrolls report was the central driver, reinforcing resilience in the labor market and prompting a backup in yields while tempering expectations for near-term rate cuts. Market leadership remained highly dispersed, with semiconductors and memory stocks outperforming even as broader software renewed its weakness amid ongoing AI-related scrutiny and hyperscaler capex concerns. Big tech lagged overall, and the rotation into cyclicals appeared more selective rather than broad-based. Geopolitical tensions, including heightened focus on Iran, supported crude prices, while trade uncertainty and deficit dynamics also remained in the backdrop ahead of upcoming inflation data.Companies Mentioned: Microsoft, Strategy, Baidu, Knowledge Atlas Technology

PREVIEW FOR LATER TODAY Guest: Judy Dempsey. Dempsey highlights Europe's helplessness regarding U.S.political shifts, noting a lack of strategic leadership to navigate the changing geopolitical landscape driven by the U.S.1890 BRUSSELS

Michael Vlahos as Germanicus analyzes Polish Premier Donald Tusk's invocation of Jeffrey Epstein as a Russianintelligence asset, interpreting this as geopolitical warfare positioning Poland as Europe's bastion against Russia, potentially forming a central European bloc while ironically creating a symbiotic arrangement dividing Ukraine between Polish and Russian spheres. 1918 UKRAINE

A close look at changes taking place in US foreign policy can be revealing from an investment standpoint. Recent changes have been sharp, but it's natural to question their staying power. Confluence Chief Market Strategist Patrick Fearon-Hernandez addresses this and related issues in his latest report today comparing the new US foreign policy versus the old.

Anatol Lieven critiques US hypocrisy regarding spheres of influence, comparing the Monroe Doctrine in Latin America to Russia's geopolitical stance toward Ukraine and its near abroad.1920 Trotsky

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.

Stay informed on current events, visit www.NaturalNews.com - Special Report on Military Minerals Supply Chain (0:10) - Gold and Silver Market Analysis (0:47) - Introduction to Stable Coins and Their Risks (3:41) - Critique of Stable Coins and Government Control (12:28) - Alternatives to Stable Coins and Government Control (27:21) - The Day That Maga Died (1:00:16) - Conservative Influencers and Government Violence (1:11:29) - The Future of Conservative Politics (1:11:49) - Gold and Silver Pricing Trends (1:23:18) - Government Execution Squads and Freedom of Speech (1:24:17) - Government Weaponization and Civil War (1:27:06) - Alex Jones' Trial and Principle (1:28:56) - ICE Agents and Legal Rights (1:33:11) - Government Death Squads and Civil War (1:39:20) - Alex Jones' Altercation with ICE (1:40:24) - Conservative Reactions to Alex Jones' Death (1:47:33) - Kyle Seraphin's Background and FBI Experience (1:55:45) - Law Enforcement Training and ICE Operations (2:14:34) - Government Corruption and Financial Fraud (2:19:02) - Systemic Breakdown and Governmental Dysfunction (2:20:07) - The Role of States and Local Governments (2:33:29) - Historical Parallels and Future Scenarios (2:35:59) - Economic and Infrastructure Vulnerabilities (2:38:36) - Geopolitical and Cybersecurity Concerns (2:46:03) - Military and Resource Dependence (2:48:40) - Final Thoughts and Community Building (2:51:24) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

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