Podcasts about geopolitical

This week on Everybody in the Pool, we explore the pioneering world of rare earth metal recycling with Ahmad Ghahreman, CEO and co-founder of Cyclic Materials. This is a a technology with big environmental implications, and a whole lot of geopolitical ones also. Rare earth metals are used to make magnets that are part of electric motors and wind turbines, on the clean tech side, but also kind of everything else electronic, including things like laser guidance systems, missiles, and jet engines. And China controls pretty much the entire market — and, since April, has stopped almost all shipments of metals and magnets!Discover how Cyclic Materials addresses the critical challenge of recycling rare earth metals—essential for a sustainable, electrified future. Ahmad shares his journey from hydrometallurgy to developing innovative processes that extract high-value metals from discarded goods. As electrification accelerates demand, understand why recycling these metals is both an environmental imperative and an economic necessity.Key PointsRecycling Importance: Emphasizing the need to recycle rare earth elements like neodymium and dysprosium, critical for manufacturing electric motor magnets.Technical Challenges: Unpacking the complexities of extracting these metals and how Cyclic Materials develops solutions to overcome these hurdles.Geopolitical and Supply Chain Insights: Ahmad's perspective on the implications of locally producing these critical metals in North America and Europe, enhancing supply chain resilience.Resources & LinksVisit Cyclic MaterialsConnect with Ahmad Ghahreman on LinkedInListen to all episodes: Everybody in the PoolSubscribe to the Everybody in the Pool newsletterGet an ad-free experience: Become a MemberHelp us spread the word about sustainable solutions!Please subscribe and share Everybody in the Pool with your friends!We value your feedback and inquiries: Contact usExplore how innovative recycling solutions are vital for a cleaner, sustainable future. Tune in for valuable insights and engaging conversations. Hosted on Acast. See acast.com/privacy for more information.

Brent prices strengthened last week despite ongoing geopolitical risks, as the IEA adjusted its 2025 and 2026 demand forecasts and highlighted a surplus in the market. Meanwhile, developments in US trade policy and a shift in Trump's stance on Russia add further complexity to the outlook for oil prices. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

Join RaboResearch oilseed analysts as they unpack how evolving US biofuel mandates and global geopolitics are reshaping oilseed, vegetable oil, and meal markets. A surprising policy shift in the US has sent ripples across the globe, offering long-term demand support to the oilseed industry — assuming all else remains equal.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Geopolitical disruption in shipping has reached new heights in the first half of 2025 and Maritime Strategies International examine the impact on markets and what is the outlook ahead. The first half of the year has seen shipping markets impacted by President Trump's tariffs, the United States Trade Representative 301 investigation into Chinese shipbuilding, conflict in the Middle East, and ongoing sanctions and war in Ukraine.The Seatrade Maritime Podcast takes stock of movements in shipping markets over the first six months of 2025 and looks ahead at expectations for the remainder of the year.In this latest shipping markets outlook episode we are joined by analysts from Maritime Strategies International (MSI) to take a look at the outlook for containers, tankers, dry bulk, and shipbuilding in the second half of the year.Seatrade Maritime News Editor Marcus Hand discusses the outlook for shipping markets with Adam Kent, Daniel Richards, Will Fray, and Tim Smith from MSI.Setting the scene Adam says, “It's been yet another busy six months from a shipping market perspective, and I think there's even more moving parts now that we're having to grapple with, and these come on top of the ones that we have the start of the year.”Hear from the experts on their opinions about where different sectors are headed and learn about key trends impacting major sectors including:The impact of US President Trump's on/off tariffs on the container shipping marketWeak Chinese dry bulk demand and is China still the engine of growth for the sector?The impact of OPEC+ supply increases on demand in the tanker marketHow much do Korean and Japanese shipbuilders stand to gain from USTR fees on Chinese built and owned ships called US ports?Get ahead on the outlook for shipping in the second half of 2025 by listening to the full episode nowIf you enjoyed this episode, please subscribe to ensure you don't miss our latest uploads. For the latest news on the shipping and maritime industries, visit www.searade-maritime.com.Connect with Marcus Hand, Editor of Seatrade Maritime News:Follow on Twitter: https://twitter.com/marcushand1 Follow on LinkedIn: https://www.linkedin.com/in/marcus-hand-b00a317/Don't forget to join the conversation and let us know what topics you want us to cover in future on Twitter, Facebook or LinkedIn

A wide-ranging macro breakdown on gold, oil, natural gas, and the looming catalysts for volatility with Jeff Christian (CPM Group) and Josef Schachter (Schachter Energy Report) If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.   Segment 1 & 2 - Jeff Christian, Managing Partner at CPM Group, joins the show to discuss how the recently passed U.S. tax bill could significantly increase deficits and economic uncertainty, reinforcing long-term support for gold. He highlights strong global investment demand, particularly through gold ETFs, even as the metal trades sideways near record highs. Christian notes rising institutional short positions and the potential for physical market tightness around the August futures contract. Geopolitical risks and a surge in global money supply remain key catalysts that could drive gold and silver higher in the second half of the year. Click here to visit the CPM Group website to learn more about the firm.    Segment 3 & 4 - Josef Schachter, founder of the Schachter Energy Report and Eye on Energy Substack, joined us to share his latest insights on the oil and natural gas sectors. He discussed why U.S. production remains strong despite falling rig counts, how efficiency gains like pad drilling and polymer floods are reshaping conventional oil, and why LNG demand and Alberta power needs may drive a natural gas rebound—especially for Canadian producers. He also highlighted key contrarian opportunities in beaten-down Canadian gas stocks, select dividend-paying oil equities, and ETFs like XLE and OIH if markets pull back to April levels. lick here to learn more about The Schachter Energy Report  

Michael and Heather break down an Estonian e-commerce business selling lighting kits for LEGO sets, questioning its steep 7x EBITDA price tag amid thin margins, one-time buyers, and China sourcing risks.Business Listing – https://www.bizbuysell.com/Business-Opportunity/lights-for-lego-game-of-bricks/2322004/Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.

Watch the video version on YouTube.  This year has seen significant disruption in trade, driven by tariffs and policy uncertainty. Countries and businesses are navigating these challenges in real time to keep the flow of trade moving smoothly. On this episode, Aaron Mulvihill is joined by Andy Dacy, Head of the Global Transportation Group at J.P. Morgan Asset Management. With over 30 years of experience in the transportation sector, Andy offers a wealth of knowledge and insight. Together, they explore how the current trade and tariff turmoil is impacting the transportation sector, the ways shipping patterns have adapted to geopolitical events worldwide, the potential for reviving shipbuilding in the United States, and the exciting opportunities that exist in transportation beyond shipping. Resources: Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Michael and Heather break down an Estonian e-commerce business selling lighting kits for LEGO sets, questioning its steep 7x EBITDA price tag amid thin margins, one-time buyers, and China sourcing risks.Business Listing – https://www.bizbuysell.com/Business-Opportunity/lights-for-lego-game-of-bricks/2322004/Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.

Jordan Brooks serves as Principal and Co-Head of the Macro Strategies Group at AQR Capital Management. With no shortage of macroeconomic and geopolitical risks out there for investors to consider, Jordan explains what is top of mind for his team at AQR, and shares guidance when it comes to navigating these types of risks accordingly (including the role alternative investments can play in a portfolio). Host: Daniel Cassidy

In this vital episode of Shoulder to Shoulder, Pastor Doug and Rabbi Pesach are joined by Dr. David Wurmser—Middle East expert and former senior advisor to the U.S. State Department and Vice President Cheney—to analyze how Israel's war with Iran has transformed the geopolitical landscape of the region. What are the new realities Israel must face? How have alliances shifted, and what threats—and opportunities—now define the post-war Middle East? This conversation is essential listening for anyone who wants to understand what comes next for Israel and her neighbors.

The reincarnation of The Dalai Lama extends beyond it's spiritual significance; it has become a complex geopolitical conflict, with China eager to control the centuries-old process and the future of Tibet.Saransh Sehgal writes on social issues around the globe, cultures and travel in the Himalayan region and specifically Tibetan geopolitics. He's author of Dalai Lama at 90: The Succession Battle That Will Shape Tibet's Future

Arushi Agarwal from the European Sustainability Strategy team and Aerospace & Defense Analyst Ross Law unpack what a reshaped defense industry means for sustainability, ethics and long-term investment strategy.Read more insights from Morgan Stanley.----- Transcript -----Ross Law: Welcome to Thoughts on the Market. I'm Ross Law from Morgan Stanley's European Aerospace and Defense team.Arushi Agarwal: And I'm Arushi Agarwal from the European Sustainability Research Team.Ross Law: Today, a topic that's rapidly defining the boundaries of sustainable investing and technological leadership – the use of AI in defense.It's Tuesday, July 8th at 3pm in London. At the recent NATO summit, member countries decided to boost their core defense spending target from 2 percent to 3.5 percent of GDP. This big jump is sure to spark a wave of innovation in defense, particularly in AI and military technology. It's clear that Europe is focusing on rearmament with AI playing a major role. In fact, AI is revolutionizing everything from unmanned systems and cyber defense to simulation training and precision targeting. It's changing the game for how nations prepare for – and engage in – conflict. And with all these changes come serious challenges. Investors, policy makers and technologists are facing some tough questions that sit at the intersection of two of Morgan Stanley's four key themes: The Multipolar World and Tech Diffusion.So, Arushi, to set the stage, how is the concept of sustainability evolving to include national security and defense, particularly in Europe?Arushi Agarwal: You know, Ross, it's fascinating to see how much this space has evolved over the past year. Geopolitical tensions have really pushed national security much higher on the sustainability agenda. We're seeing a structural shift in sentiment towards defense investments. While historically defense companies were largely excluded by sustainability funds, we're now seeing asset managers revisiting these exclusions, especially around conventional and nuclear weapons. Some are even launching thematic funds, specifically focused on security and resilience.However, in the absence of standard methodologies to assess weapon related exposures, evaluate sector-specific ESG risks and determine transparency, there is no clear consensus on what sustainability focused managers can hold. Greater policy focus has created the need to identify a long-term approach to investing in this sector, one that is cognizant of ethical issues. Investors are now increasingly asking whether rapid technological integration might allow for a more forward-looking, risk aware approach to investing in national security.Ross Law: So, it's no news that Europe has historically underspent on defense. Now, the spending goal is moving to 3.5 percent of GDP to try and catch up. Our estimates suggest this could mean an additional $200 billion per year in additional spend – with a focus on equipment over personnel, at least for the time being. With this new focus, how is AI shaping the European rearmament strategy?Arushi Agarwal: Well, AI appears to be at the core of EU's 800 billion euro rearmament plan. The commission has been quite clear that escalating tensions have not only led to a new arms race but also provoked a global technological race. Now to think about it, AI, quantum, biotech, robotics, and hypersonic are key inputs not only for long-term economic growth, but also for military pre-eminence.In our base case, we estimate that total NATO military spend into AI applications will potentially more than double to $112 billion by 2030. This is at a 4 percent AI investment allocation rate. If this allocation rate increases to 10 percent as anticipated by European deep tech firms, then NATOs AI military spend could grow sixfold to $306 billion by 2030 in our bull case.So, Ross, you were at the Paris Air Show recently where companies demonstrated their latest product capabilities. Which AI applications are leading the way in defense right now? Ross Law: Yeah, it was really quite eye-opening. We've identified nine key AI applications, reshaping defense, and our Application Readiness Radar shows that Cybersecurity followed by Unmanned Systems exhibit the highest level of preparedness from a public and private investment perspective.Cybersecurity is a major priority due to increased proliferation of cyber attacks and disinformation campaigns, and this technology can be used for both defensive and offensive measures. Unmanned systems are also really taking off, no pun intended, mainly driven by the rise in drone warfare that's reshaping the battlefield in Ukraine.At the Paris Airshow, we saw demonstrations of “Wingman” crewed and uncrewed aircraft. There have also been several public and private partnerships in this area within our coverage. Another area gaining traction is simulation and war gaming. As defense spending increases and potentially leads to more military personnel, we see this theme in high demand in the coming years.Arushi Agarwal: And how are European Aerospace and Defense companies positioning themselves in terms of AI readiness?Ross Law: Well, they're really making significant advancements. We've assessed AI technology readiness for our A&D companies across six different verticals: the number of applications; dual-use capabilities; AI pricing power; responsible AI policy; and partnerships on both external and internal product categories.What's really interesting is that European A&D companies have higher pricing power relative to the U.S. counterparts, and a higher percentage are both enablers and adopters of AI. To accelerate AI integration, these companies are increasingly partnering with government research arms, leading software firms, as well as peers and private players.Arushi Agarwal: And some of these same technologies can also be used for civilian purposes. Could you share some examples with us?Ross Law: The dual use potential is really significant. Various companies in our coverage are using their AI capabilities for civilian applications across multiple domains. For example, geospatial capabilities can also be used for wildfire management and tracking deforestation. Machine learning can be used for maritime shipping and port surveillance. But switching gears slightly, if we talk about the regulatory developments that are emerging in Europe to address defense modernization, what does this mean, Arushi, for society, the industry and investors?Arushi Agarwal: There's quite a lot happening on the regulatory front. The European Commission is working on a defense omnibus simplification proposal aimed at speeding up defense investments in the EU. It's planning to publish a guidance notice on how defense investment will fit within the sustainable finance framework. It's also making changes to its sustainability reporting directive. If warranted, the commission will make additional adjustments to reflect the needs of the defense industry in its sustainability reporting obligations. The Sustainable Fund Reform is another important development. While the sustainability fund regulation doesn't prohibit investment into the defense sector, the commission is seeking to provide clarification on how defense investment goals sit within a sustainability framework.Additionally at the European Security Summit in June, the European Defense Commissioner indicated that a roadmap focusing on the modernization of European defense will be published in autumn. This will have a special focus on AI and quantum technologies. For investors, whilst exclusions easing has started to take place, pickup in individual positioning has been slow. As investors ramp up on the sector, we believe these regulatory developments can serve as catalysts, providing clear demand and trend signals for the sector.Ross Law: So finally, in this context, how can companies and investors navigate these ethical considerations responsibly?Arushi Agarwal: So, in the note we highlight that AI risk management requires the ability to tackle two types of challenges. First, technical challenges, which can be mitigated by embedding boundaries and success criteria directly into the design of the AI model. For example, training AI systems to refuse harmful requests. Second challenges are more open-ended and ambiguous set of challenges that relate to coordinating non-proliferation among countries and preventing misuse by bad actors. This set of challenges requires continuous interstate dialogue and cooperation rather than purely technical fixes.From an investor perspective, closer corporate engagement will be key to navigating these debates. Ensuring firms have clear documentation of their algorithms and decision-making processes, human in the loop systems, transparency around data sets used to train the AI models are some of the engagement points we mention in our note.Ultimately, I think the key is balance. On the one hand, we have to recognize the legitimate security needs that defense technologies address. And on the other hand, there's the need to ensure appropriate safeguards and oversight.Ross Law: Arushi, thanks for taking the time to talk.Arushi Agarwal: It was great speaking with you, Ross,Ross Law: And thank you all for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Geopolitical risks like the crisis in the Red Sea or more protectionist trade policies are increasing inefficiencies in global shipping, which will require more ships to move the same amount of freight. In this Talking Transports podcast, Jan Rindbo, CEO of D/S Norden, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share insights about how its dry-bulk and product-tanker fleets are navigating the uncertainty. A more favorable order book is making the dry-bulk outlook brighter relative to the product tankers. Rindbo also talks about Norden’s focus on biofuels to reduce emissions, entrance into the break-bulk market, returning capital to shareholders and how his desire to see the world led him to a long career in shipping.See omnystudio.com/listener for privacy information.

As the geopolitical situation shall we say... deteriorates, what impact are overseas conflicts and trade disputes having on Aussie grain markets? Vitor Pistoia, Senior Grains and Oilseeds Analyst for Rabobank, is watching global events closely and joins Oli to explain the resulting market dynamics, as well as the opportunities for canola growers as the Sustainable Aviation Fuels industry gains traction. takeawaysGeopolitical events have a lag effect on grain pricesSustainable aviation fuel is gaining traction but requires clear guidelinesThe balance between food and fuel production is a critical issueFarmers must stay informed about competitor crops and market trendsMonitoring currency and bond markets is essential for decision-makingchapters00:00 Introduction to global grain and oilseed markets05:18 Current trends in grain and oilseed prices08:01 The impact of global events on agriculture11:04 Sustainable Aviation Fuels: current status and future13:32 The dilemma of food vs. fuel16:03 Future projections for grains and oilseedsThis episode of Humans of Agriculture is brought to you by our friends at Rabobank Australia.You can hear more episodes of Humans of Agriculture here.If you enjoyed this episode, share with a friend and let us know your thoughts at hello@humansofagriculture.com.  Don't forget to rate, subscribe, and leave a review!

Key Trend 1: Hyper-Accelerated Scaling and New Venture Capital DynamicsSignificance:AI innovation is driving hypergrowth that shatters traditional timelines. Companies now catapult from zero to hundreds of millions in ARR in months, not years. Venture capital must adapt to this new reality with massively larger and risk-tolerant funding rounds focused on parallel scaling — raising as much capital as revenue grows to capture market share rapidly.Why it matters:The "burn rate is a feature, not a bug" mentality defines funding strategies today, making capital intensity a necessity in winner-take-all AI markets. Companies ignoring this shift risk falling behind or being outspent by competitors who build moats with talent, infrastructure, and data first.Key Trend 2: Talent and Data as Critical Moats in the AI Arms RaceSignificance:Talent wars are escalating, with massive compensation packages used to acquire top AI researchers and engineers, reflecting a strategy to build defensible moats beyond pure technology. Additionally, proprietary data pipelines and reinforcement learning processes are becoming crucial competitive advantages, often trumping model architectures alone.Why it matters:As AI models become commoditized and easier to replicate, the real differentiation lies in costly-to-copy human capital and exclusive data ecosystems. Companies investing in these defensive layers will sustain leadership and fend off rapidly emerging competitors.Key Trend 3: Redefining Content Economics in the AI EraSignificance:AI's reliance on vast amounts of web content to train models, often without compensation or permission, is triggering a fundamental rethink of content ownership, access, and monetization. Cloudflare's new policies signal a shift toward pay-for-access models that require AI companies to compensate content creators, disrupting the previous “free crawl” economic bargain.Why it matters:This reshapes incentives for publishers, creators, and AI businesses alike. Content providers gain leverage to set terms and generate revenues from AI models, while AI companies must adapt business models to accommodate these new costs, potentially accelerating AI ad monetization.Key Trend 4: The Great Differentiation — Building Hard-to-Copy Moats in an AI WorldSignificance:As AI makes imitation easy and replicable, companies must differentiate through costly signals, authentic experiences, and unique assets that competitors cannot copy cheaply. This includes physical infrastructure, branding, cultural elements, and deep human expertise — all forming sustainable moats in a landscape of digital abundance.Why it matters:In a world where digital replication is trivial, the economic value shifts toward rarity and authenticity. Companies adopting this mindset can build lasting competitive advantages that resist commoditization.Key Trend 5: The Geopolitical and Regulatory Landscape of AISignificance:AI development is not just a technology race but a geopolitical contest, with varied national approaches balancing innovation speed and regulation. Europe's AI Act exemplifies efforts to govern AI but faces pushback for potentially stifling competitiveness compared to the US and China's growth-first posture.Why it matters:The regulatory environment shapes where and how AI innovation flourishes. Diverging standards and delayed coordination may influence global market leadership, investment flows, and the speed of AI adoption.Discussion QuestionsHow does the new model of “parallel scaling” of funding and revenue fundamentally change startup growth strategies in AI compared to traditional SaaS? What risks and benefits does this introduce?With talent and data becoming primary moats, is the AI market at risk of consolidating power among a small set of firms? How can startups compete in such an environment?Cloudflare's “Pay Per Crawl” aims to rebalance value between content creators and AI companies. Will this model incentivize innovation or hamper the open data flows AI depends on?In a world where AI makes copying easy, what are the most viable forms of costly signals for differentiation? Can digital firms realistically replicate physical or cultural moats?Given the divergent regulatory approaches between the US, Europe, and China, how might geopolitical competition affect the speed and ethics of AI adoption globally?How do the controversies around tokenization and digital asset legitimacy, like OpenAI's rejection of Robinhood tokens, reflect broader regulatory challenges for blockchain-based financial innovation?Is the venture capital industry prepared to adapt investment models to AI's capital intensiveness and growth patterns? How might smaller VCs or new investors respond to the concentration of “ultra-unicorns”? This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.thatwastheweek.com/subscribe

Interview recorded - 3rd of July, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Marko Papic. Marko is chief strategist at at BCA Research. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.During our conversation we spoke about Marko's current thoughts on the geopolitical landscape, his framework, trading geopolitics, current flashpoints and impact on the markets. I hope you enjoy!0:00 - Introduction1:33 - Geopolitical framework5:58 - Trading geopolitics13:45 - Trump & Putin16:52 - Geopolitics the past 10 years27:03 - Russia, Middle East & Taiwan40:21 - Impact on markets?Marko is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.At BCA, Marko leads the firm's premier service, BCA Access, that allows clients to unlock access to custom research and the vast expert network that BCA has cultivated over its 76 year history.Previously, Marko was a partner at an alternative asset management firm in California where he provided his investors and clients with controversial market calls, bold views, and around-the-clock research. He helped seed global macro hedge funds and curate several funds, across public and private markets. His work on incorporating geopolitics into the asset management industry has become part of the CAIA curriculum.Born in Belgrade, Serbia, he has lived in Iraq, Jordan, Switzerland, Canada, and the U.S. He has lectured at the top universities and you'll frequently see him in global news media.Marko Papic - X - https://x.com/Geo_papicResearch - https://www.bcaresearch.com/Geopolitical Alpha - https://www.geopoliticalalpha.com/Geopolitical Cousins - https://podcasts.apple.com/us/podcast/geopolitical-cousins/id1802258017WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://www.vecteezy.com/photo/55370299-abstract-digital-world-map-illuminated-with-red-lines-and-nodes-showcasing-global-connectivity

Paris Marx is joined by Yangyang Cheng to discuss how Huawei became one of the most powerful companies in China and how current geopolitical narratives distract from the issues at the heart of surveillance capitalism in the US and China.Yangyang Cheng is a Research Scholar in Law and Fellow at Yale Law School's Paul Tsai China Center.Tech Won't Save Us offers a critical perspective on tech, its worldview, and wider society with the goal of inspiring people to demand better tech and a better world. Support the show on Patreon.The podcast is made in partnership with The Nation. Production is by Kyla Hewson.Also mentioned in this episode:Yangyang wrote about how Huawei is emblematic of China's capitalist model for China File.We also discuss Eva Dou's The House of Huawei.Donald Trump discussed how the USA uses the same tactics the government accuses China of employing in bad faith.Support the show

Paris Marx is joined by Yangyang Cheng to discuss how Huawei became one of the most powerful companies in China and how current geopolitical narratives distract from the issues at the heart of surveillance capitalism in the US and China.Yangyang Cheng is a Research Scholar in Law and Fellow at Yale Law School's Paul Tsai China Center.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Rory Johnston speaks with Karim Fawaz, Director of Oil Markets and Refining at S&P Global Commodity Insights. They discuss the evolving dynamics of the oil market, particularly the geopolitical risk premium, spare capacity, and the changing demand landscape influenced by the US and China. Karim shares insights from his extensive experience in the oil market, highlighting how perceptions of risk have shifted over time and the implications of lower oil prices on supply risks and market behavior.

Geopolitical war games in the Middle East - Abdul Wahid by Radio Islam

"The climate crisis has roots in fossil fuels, but at the same time, fossil fuels fund this Russian invasion to Ukraine. So it means this is a fossil fuel war. If we will actually fight against our overall actually dependency on fossil fuels in the same way we will fight against climate change." Svitlana Krakovska on Electric Ladies Podcast The climate emergency is a security threat, and a “threat multiplier,” as former Defense Undersecretary Sherri Goodman has written. Looking at security in the same way as it has been is no longer working. The old view leaves us very vulnerable. Some of the greatest challenges to human security have unexpected connections to climate change. Are world leaders are truly prepared to meet this moment? Listen to this live recording of this “Fireside Chat on Climate Security” at The Earth Day Women's Summit at Earthx2025 moderated by Electric Ladies Podcast's Joan Michelson that uncovers the issues at the intersection of climate change, security and sustainability. You'll hear from Svitlana Krakovska, a top climate scientist from Ukraine Mirian Vilela, Executive Director of Earth Charter International Secretariat & Center for Education for Sustainable Development Joan Michelson, Executive Producer of The Earth Day Women's Summit and host of Electric Ladies Podcast. “We are looking at business and economy and make bigger decisions without looking at it through a lens that sees the interconnectedness of all these social and environmental challenges. [We have] to expand our planetary consciousness and deepen our ethical responsibility with the wellbeing of humans across cultures and nations.”   Mirian Vilela on Electric Ladies Podcast   You'll also like: Food, Fashion & Ag vs. Climate Change – from The Earth Day Women's Summit 2025, with top scientists and innovators in these fields What's The Role Of Business Today In Addressing The Climate Crisis? - from The Earth Day Women's Summit 2025, with top business leaders Rewriting The Climate Conversation – from The Earth Day Women's Summit 2025, with top communicators, including a Hollywood producer and conservative voice Sherri Goodman, former Deputy Undersecretary of Defense, on climate change as a security threat. Joan Michelson's Forbes article on How Climate Change Is Reshaping Global Security And The Military. Joan Michelson's Forbes article on A New Security Mindset: From Women On The Frontlines. Read more of Joan's Forbes articles here. More from Electric Ladies Podcast!  JUST LAUNCHED: Join our global community at electric-ladies.mykajabi.com! For a limited time, be a member of the Electric Ladies Founders' Circle at an exclusive special rate.  Elevate your career with expert coaching and ESG advisory with Electric Ladies Podcast. Unlock new opportunities, gain confidence, and achieve your career goals with the right guidance. Subscribe to our newsletter to receive our podcasts, articles, events and career advice – and special coaching offers. Thanks for subscribing on Apple Podcasts, iHeart Radio and Spotify and leaving us a review!  Don't forget to follow us on our socials Twitter: @joanmichelson LinkedIn: Electric Ladies Podcast with Joan Michelson Twitter: @joanmichelson Facebook: Green Connections Radio

This will be a fascinating discussion of the global financial markets and energy, as the current geopolitical landscape influences commodities and energy. Wasif Latif, Co-Founder, President & Chief Investment Officer, at Sarmaya Partners, stops by the Energy Impacts live podcast. You won't want to miss this discussion.Highlights of the Podcast00:00 – Introduction01:14 – Sarmaya Partners and the Commodity Supercycle03:34 – Why Lithium and Rare Earths Are Not Prioritized04:55 – The Nuclear Renaissance10:28 – U.S. vs. Global Nuclear Expansion12:29 – Natural Gas as the Interim Energy Solution14:56 – Copper: The Foundation of Energy Transition18:01 – India's Rising Energy Needs22:16 – Africa's Future in the Energy Story25:06 – Policy's Dominance in Investment Strategy32:01 – Undervalued Energy Sector vs. Overvalued Tech36:16 – The Coming Oil Supply Gap39:54 – Price as the Ultimate Adjuster41:29 – Final Thoughts & Where to Find More

Monica Perez was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens. Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.MONICA PEREZ:WEBSITE: https://monicaperezshow.com/LinkTree: https://linktr.ee/monicaperezshowTwitter: https://twitter.com/MonicaPerezShowTHE RIPPLE EFFECT PODCAST:WEBSITE: http://TheRippleEffectPodcast.comWebsite Host & Video Distributor: https://ContentSafe.co/SUPPORT:PATREON: https://www.patreon.com/TheRippleEffectPodcastPayPal: https://www.PayPal.com/paypalme/RvTheory6VENMO: https://venmo.com/code?user_id=3625073915201071418&created=1663262894MERCH Store: http://www.TheRippleEffectPodcastMerch.comMUSIC: https://music.apple.com/us/album/the-ripple-effect-ep/1057436436SPONSORS:OPUS A.I. Clip Creator: https://www.opus.pro/?via=RickyVarandasUniversity of Reason-Autonomy: https://www.universityofreason.com/a/2147825829/ouiRXFoLWATCH:RUMBLE: https://rumble.com/c/therippleeffectpodcastBANNED.VIDEO: https://banned.video/channel/the-ripple-effect-podcastOFFICIAL YOUTUBE: https://www.youtube.com/@TheRippleEffectPodcastOFFICIALYOUTUBE CLIPS CHANNEL: https://www.youtube.com/@RickyVarandasTikTok: https://www.tiktok.com/@ricky.varandasLISTEN:SPOTIFY: https://open.spotify.com/show/4lpFhHI6CqdZKW0QDyOicJiTUNES: http://apple.co/1xjWmlFPodOmatic: https://www.podomatic.com/podcasts/rvtheory6CONNECT:TeleGram: https://t.me/TREpodcastX: https://x.com/RvTheory6IG: https://www.instagram.com/rvtheory6/FB: https://www.facebook.com/TheRippleEffectPodcast/THE UNION OF THE UNWANTED: https://linktr.ee/TheUnionOfTheUnwanted

The global energy landscape is shifting right now. Geopolitical tensions in the Middle East, debates about peak oil demand, and waning support for climate action in some parts of the world are challenging long-held assumptions about the pace and scale of the energy transition. Confronting these complex challenges requires an understanding of the forces that drive energy markets and prices.  So where is global energy consumption headed? Are reports of oil's demise exaggerated? And as countries prioritize energy security and economic growth, what does "pragmatism" really mean for the energy transition? This week, Jason Bordoff speaks with Arjun Murti about the state of global energy markets and of the energy transition. Arjun is a partner with Veriten, an energy research and investment firm. He also publishes the Super-Spiked newsletter. Previously, Arjun served as co-director of Americas equity research for Goldman Sachs. Prior to that, he was a buy-side equity research analyst at J.P. Morgan Investment Management. He also serves on the Center on Global Energy Policy advisory board. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.

Your business could benefit from a chief geopolitical officer. Not just because of the large shift in operational complexity accelerated by geopolitical conflicts, but because not looking at these topics in a considered way, through a lens of expertise, could lead to poor decisions, lost opportunities, or worse, paralysis. But, says our Looking Outside guest today, while the crisis is real and large, it's not anything new – in fact we're going back to the old ‘normal'. Jake Sotiriadis has seen this first hand, as part of the intelligence unit in the United States Air Force, as strategic foresight lead at the Pentagon, and as senior strategy advisor to the public and private sector. Jake says every decision carries some risk. The biggest risk, however, is not a bad decision, but indecision.----------More:Looking Outside podcast www.looking-outside.comConnect with host, Jo Lepore on LinkedIn & X & jolepore.comLearn more about Jake SotiriadisFollow Jake on LinkedInRead Jake's 2020 report on Geopolitical CompetitionJake's book "THE REVENGE OF IDEOLOGY: The Hidden Forces Reshaping Global Power" is available for pre-order soon----------⭐ Follow & rate the show - it makes a difference!----------Looking Outside is a podcast exploring fresh perspectives of familiar topics. Hosted by its creator, futurist and strategist, Jo Lepore. New episodes every 2 weeks. Never the same topic.All views are that of the host and guests and don't necessarily reflect those of their employers. Copyright 2025. Theme songs by Azteca X.

In this follow-up to our last episode on navigating EHS through disruption, Host Angelique Dickson sits down with Alex Ferguson, CEO of Antea Group UK, to discuss Europe in greater depth. The discussion covers the significant changes driven by geopolitics and how governments and private sectors are responding to these changes, plus the evolving regulatory landscape.---------Guest Quotes“  The energy transition in Europe is being accelerated by a need for energy security that 's underlying thing. That energy security comes in two ways. It's security of supply of energy in terms of raw material to produce energy, but it's also security in terms of the impacts of bad actors.” - Alex ---------Time Stamps(00:11) Geopolitics and EHS: A European perspective(01:05) Security concerns in energy transition(01:55) Geopolitical impacts on energy supply(04:13) Private sector innovations(05:34) Regulatory challenges and adaptations---------Sponsor copyRethinking EHS is brought to you by the Inogen Alliance. Inogen Alliance is a global network of 70+ companies providing environment, health, safety and sustainability services working together to provide one point of contact to guide multinational organizations to meet their global commitments locally. Visit http://www.inogenalliance.com/ to learn more. ---------Links Inogenalliance.com/resourcesInogenalliance.com/podcastAngie on LinkedIn: https://www.linkedin.com/in/angeliquedickson/Alex on LinkedIn: https://www.linkedin.com/in/alex-ferguson-1a40b511/

Today, Steve speaks with Jimmie Lee, a leadership expert with decades of experience as a senior leader at companies like Boeing, Meta, and Microsoft. He explains that one of the most important things a business leader can do in times of crisis, is to keep focus on the big picture and the long term goals. Jimmie and Steve also discuss how to manage a team in a post-covid workplace and building supply chain resilience — and why empathy matters more than ever.  Key Takeaways: Empathy for your team members is more important than ever for a thriving business. Relationship-building must begin before the crisis happens. Geopolitical instability is causing a shift from risk management to resilience. Tune in to hear more about: If empathy can be taught (12:50) How to build trust in a business environment that's more virtual than ever (15:47) Why many businesses are struggling because of today's volatile geopolitical landscape (21:33) Standout Quotes: “There's a lot of tools that I would typically lean on or go to, but the number one is honestly just empathetic connection. It is really just connecting with the leaders and help them understand that they're not alone. I think a lot of times as a leader, you get too stuck in the problems that you start trying to solve, that you focus more trying to solve them in the business, and you go deeper instead of staying up at the leadership level and start working on the business itself.” - Jimmie Lee “Now you have trust to work off of. If you didn't have that trust and that mistake happened, it's an uphill climb to get to a point of good with that person now. I don't know that we're equipping our employees, that we're actually giving our teams that visibility, that knowledge, that training. […] Are we as companies, are we as leaders investing in our training budget in that kind of way to target those areas?” - Jimmie Lee “I think the geopolitical landscape is potentially gonna shift the visibility and the approach and the strategy from small, medium- sized businesses and middle market to have more attention on that supply chain because. When it comes to geopolitical instability, when it comes to geo-economic macro and the micro instability, resilience is key. Resilience is the lifeblood. Resilience is your ability to last, to withstand the fluctuations, but if you don't have enough visibility and awareness of all the different components that are impacted, you can't navigate those waters.” - Jimmie Lee Read the transcript of this episode Subscribe to the ISF Podcast wherever you listen to podcasts Connect with us on LinkedIn and Twitter From the Information Security Forum, the leading authority on cyber, information security, and risk management.

After a tumultuous few weeks, energy markets have calmed down. With supply risks from the Middle East seemingly dissipated, the focus now shifts back to concerns over weak demand growth and the potential impact of US tariffs on energy markets. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice Investec

We'd love to hear from you. What are your thoughts and questions?In this enlightening conversation, Dr. Allen Lomax interviews Ladislas Maurice, known as the Wandering Investor, who shares his journey of investing in international real estate and obtaining citizenships through investments. The discussion covers the importance of diversification in investments, navigating language barriers, geopolitical considerations, and the significance of having good legal support when investing abroad. Ladislas emphasizes the benefits of international investing, including peace of mind and resilience against market volatility, while also providing insights into how to gather information and make informed decisions in various global markets.Main Points:Investing internationally provides peace of mind through diversification.Diversification helps mitigate risks associated with market volatility.Good legal support is crucial when investing in foreign markets.Language barriers can be overcome with the right resources and support.Real estate investments can lead to residency and citizenship in various countries.Understanding local markets is essential for successful investments.Geopolitical factors can influence investment decisions and opportunities.Researching multiple sources of information is key to forming a well-rounded perspective.Having multiple home bases can provide flexibility and security.Investing in real estate abroad can be a strategic move for future generations.Connect with Ladislas Maurice:info@thewanderinginvestor.comwww.thewanderinginvestor.comhttps://www.linkedin.com/in/ladislasmaurice/

This episode challenges CEOs and boards to confront whether they are truly ready for the next geopolitical disruption, from pandemics to protests to war. Learn what it means to be crisis-capable, not just crisis-aware.Host: Paul FalavolitoConnect with me on your favorite platform: Facebook, Twitter, Instagram, TikTok, LinkedIn, Substack, BlueSky, Threads, DiscordFree Leadership Resources: www.paulfalavolito.comBooks by Paul FalavolitoThe 7 Minute Leadership Handbook: bit.ly/48J8zFGThe Leadership Academy: https://bit.ly/4lnT1PfThe 7 Minute Leadership Survival Guide: https://bit.ly/4ij0g8yOfficial 7 Minute Leadership MerchGrab exclusive gear and more: linktr.ee/paulfalavolitoPartners & DiscountsFlying Eyes Optics – Best aviator sunglasses on the marketGet 10% off with code: PFAVShop now: flyingeyesoptics.comGatsby Shoes – Dress sneakers built for leaders on the moveUse my affiliate link for 10% off: Gatsby ShoesSubscribe & Listen to My Podcasts:The 7 Minute Leadership Podcast1 PAPA FOXTROT – General Aviation PodcastThe DailyPfav

Stock tickers may not immediately price in uncertainty during times of geopolitical volatility. Our Head of Corporate Credit Research Andrew Sheets suggests a different indicator to watch.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley.Today I'm going to talk about how we're trying to simplify the complicated questions of recent geopolitical events.It's Friday, June 27th at 2pm in London.Recent U.S. airstrikes against Iran and the ongoing conflict between Iran and Israel have dominated the headlines. The situation is complicated, uncertain, and ever changing. From the time that this episode is recorded to when you listen to it, conditions may very well have changed again.Geopolitical events such as this one often have a serious human, social and financial cost, but they do not consistently have an impact on markets. As analysis by my colleague, Michael Wilson and his team have shown, over a number of key geopolitical events over the last 30 years, the impact on the S&P 500 has often been either fleeting or somewhat non-existent. Other factors, in short, dominate markets.So how to deal with this conundrum? How to take current events seriously while respecting that historical precedent that they often can have more limited market impact? How to make a forecast when quite simply few investors feel like they have an edge in predicting where these events will go next?In our view, the best way to simplify the market's response is to watch oil prices. Oil remains an important input to the world economy, where changes in price are felt quickly by businesses and consumers.So when we look back at past geopolitical events that did move markets in a more sustained way, a large increase in oil prices often meaning a rise of more than 75 percent year-over-year was often part of the story. Such a rise in such an important economic input in such a short period of time increases the risk of recession; something that credit markets and many other markets need to care about. So how can we apply this today?Well, for all the seriousness and severity of the current conflict, oil prices are actually down about 20 percent relative to a year ago. This simply puts current conditions in a very different category than those other periods be they the 1970s or more recently, Russia's invasion of Ukraine that represented genuine oil price shocks. Why is oil down? Well, as my colleague Martin Rats referred to on an earlier episode of this program, oil markets do have very healthy levels of supply, which is helping to cushion these shocks.With oil prices actually lower than a year ago, we think the credit will focus on other things. To the positive, we see an alignment of a few short-term positive factors, specifically a pretty good balance of supply and demand in the credit market, low realized volatility, and a historically good window in the very near term for performance. Indeed, over the last 15 years, July has represented the best month of the year for returns in both investment grade and high yield credit in both the U.S. and in Europe.And what could disrupt this? Well, a significant spike in oil prices could be one culprit, but we think a more likely catalyst is a shift of those favorable conditions, which could happen from August and beyond. From here, Morgan Stanley economists' forecasts see a worsening mix of growth in inflation in the U.S., while seasonal return patterns to flip from good to bad.In the meantime, however, we will keep watching oil.Thank you as always for your time. If you find Thoughts the Market useful, let us know by leaving a review wherever you listen, and also tell a friend or colleague about us today.

Our guest on this week's episode is Mark Baxa, president & CEO of The Council of Supply Chain Management Professionals, also known as CSCMP. Earlier this week the supply chain industry lost an icon. Fred Smith was the founder of FedEx – a company that has literally revolutionized the delivery business. Our guest discusses how Fred Smith's vision and business savvy has left lasting impacts on the supply chain industry.  Autonomous vehicles continue to see wider adoption while fostering more debates on their safety. Most uses are for robotaxis, with some limited applications for hauling freight. However, this week we saw a rally by Teamsters Union members who lobbied legislators in Massachusetts to pass a state law to require human drivers inside these vehicles. That was a reaction to plans by Waymo — the self-driving car company that is a unit of Google's parent company Alphabet — to start deploying its cars in Massachusetts. Senior Editor Victoria Kickham was in Salt Lake City this week at the SMC3 Connections conference. That's a trucking and supply chain event that takes place each year and draws a crowd of about 500. The conference covered a range of issues, but she says two things really stood out - tariffs/trade and AI. She dives into these two topics in her report.Supply Chain Xchange  also offers a podcast series called Supply Chain in the Fast Lane.  It is co-produced with the Council of Supply Chain Management Professionals. All episodes are available to stream now. Go to your favorite podcast platform to subscribe and to listen to past and future episodes. The podcast is also available at www.thescxchange.com.Articles and resources mentioned in this episode:The Council of Supply Chain Management Professionals (CSCMP)Teamsters ask Massachusetts lawmakers to require human drivers in AVsGlobal trade and AI top LTL industry concernsVisit Supply Chain XchangeListen to CSCMP and Supply Chain Xchange's Supply Chain in the Fast Lane podcastSend feedback about this podcast to podcast@agilebme.comPodcast is sponsored by: Zebra Robotics AutomationOther linksAbout DC VELOCITYSubscribe to DC VELOCITYSign up for our FREE newslettersAdvertise with DC VELOCITY

PLUS: Why some people just have it — the role of charisma in politics; we delve into a new star-studded, post-apocalyptic video game and examine whether a Hollywood reimagining of Formula One racing hits the mark; get ready for a stack of summer book recommendations for you to dive into on your next day off; and Riffed from the Headlines, our weekly musical news quiz.

- Trump's Strategy and Netanyahu's Future (0:11) - Trump's Alleged Back-Channeling with Iran (2:25) - Theater for Zionists and Trump's Tweets (5:03) - Trump's Alleged 5D Chess and Geopolitical Judo (20:50) - Iran's Alleged Playing Possum (28:51) - Trump's Economic Strategy and NATO (53:48) - State Department Layoffs and Foreign Policy Shift (1:02:38) - Trump's Alleged Long-Term Strategy (1:12:17) - Trump's Alleged Economic Warfare (1:18:08) - Trump's Alleged Geopolitical Reset (1:20:51) - Launch of New AI Engines (1:21:12) - Availability and Support for AI Engines (1:26:33) - Introduction to Michael Yan and Colony Ridge (1:27:48) - Political Implications and Israel Fatigue (1:33:26) - Geopolitical Tensions and Strait of Hormuz (1:36:57) - Israeli Nuclear Threat and Domestic Terrorism (2:09:16) - Impact of Israeli Actions on International Reputation (2:12:53) - Conclusion and Final Thoughts (2:25:56) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

Jon Ostrower talks with Brian Sumers about this year's Paris Air Show, including the new "stretched" A220, ATR's strategic move into the U.S. market with JSX, LOT's big A220 order, and how the Air India Dreamliner accident — and how information-scarce the ensuing weeks have been — changed the event this year.We would like to thank Plusgrade and Intelsat for supporting The Air Show.Visit www.theairshowpodcast.com to get in touch with us.

On Saturday, the U.S. launched a successful strike on Iran's nuclear facilities, dealing a major blow to its nuclear program and hampering its ability to escalate regional conflict. Meanwhile, President Trump arrived at the NATO summit in the Netherlands today amid uncertainty over a possible ceasefire between Israel and Iran. The strike has triggered swift political reactions in Washington, with sharp divisions emerging along party lines. Today, Anchor of ‘The Story' Martha MacCallum, FOX News Senior White House Correspondent Peter Doocy, and CEO of Schoen Cooperman Research Carly Cooperman break down the political fallout, the Big Beautiful Bill, and the latest on U.S. tariff negotiations. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of the BE SMART podcast, Jared discusses his hot-off-the-press book, RULE 62, before tackling the impact of geopolitical tensions on the economy. Also on deck: the recent decline in oil prices, the dollar's performance amid potential interest rate cuts, shifts in investor sentiment away from large tech stocks, and the emerging trend of “revenge saving” as Americans focus on building their savings in uncertain economic times.

The US military will "very likely" fight a three-way war with Iran, Russia, and China, predicted Palantir CEO Alex Karp in 2024. American imperial strategist Zbigniew Brzezinski warned back in the 1990s of this Eurasian "anti-hegemonic coalition" that could challenge US global dominance. Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=DcZJ0eKfWFM Topics 0:00 Trump bombs Iran 0:26 Iran hits US base in retaliation 1:21 A ceasefire? 1:53 US "peace talks" were a trap 2:07 Israel's fake Gaza "ceasefire" 2:53 Iran nuclear deal 3:40 Trump called for regime change 4:30 History of US coup, shah, & revolution 5:23 Geopolitical strategy 6:01 Palantir CEO predicted three-way war 6:41 Palantir's mass surveillance 7:05 CIA helped create Palantir 7:17 JD Vance and Peter Thiel 7:52 US calls for war on Iran 8:21 (CLIP) George Bush's "Axis of Evil" 8:44 John McCain wanted to bomb Iran 9:04 (CLIP) Senator McCain sings "bomb Iran" 9:11 John Bolton called to bomb Iran 9:45 Mike Pompeo wanted war on Iran 10:20 Trump backed war on Iran 10:49 Targets: Iran, Russia, and China 11:02 CRINK: new "Axis of Evil" rhetoric 11:42 Multipolarity challenges unipolar US empire 12:17 Rise of China 12:51 Brzezinski feared "anti-hegemonic coalition" 14:16 Palantir and US war plans 14:48 US-Israeli war on Iran 15:55 Iran fights back 16:50 Outro

What did you think of todays show??It's a buyer's market, but sellers aren't the only ones making concessions. In this episode, you'll hear how we're managing seller concessions and protecting our margins even when we have to negotiate.We're seeing good flips struggling to make a profit, cash becoming more important than ever, and even lenders trying to offload bad debt. Tune in to hear how our investment strategy has changed, including what deals we're avoiding and our plans for the winter slowdown!Topics discussed:Introduction (00:00)Warrantable vs. non-warrantable condos (02:46)Why we struggled to sell our condos (04:30)How we manage seller concessions (11:37)Why we're not taking on big projects (16:52)How we're preparing for a slow winter market (19:52)Will the Fed raise interest rates? (21:36)Where we're investing during this inflationary period (25:11)Geopolitical tensions and real estate (31:31)Lenders are offering distressed debt deals (34:40)Learn more about the Collecting Keys SCALE Community! https://collectingkeys.com/scale/Check out the FREE Collecting Keys “Invest Anywhere” Guide to learn how to find deals in ANY MARKET Completely virtually (this is how we scaled to over a dozen markets)!https://instantinvestor.collectingkeys.com/invest-anywhereFollow us on Instagram!https://www.instagram.com/collectingkeyspodcast/https://www.instagram.com/mike_invests/https://www.instagram.com/investormandan/https://www.instagram.com/dylan_does_dealsThis episode was produced by Podcast Boutique https://www.podcastboutique.com

FreightWaves honors the remarkable life and legacy of Fred Smith, the visionary founder who built FedEx into the world's largest cargo airline. Learn how his hands-on leadership and strategic aircraft acquisitions transformed the company into a global commerce leader, even through ventures that didn't succeed. Erez Agmoni of Interwoven Ventures, who previously led innovation at Maersk, shares insights on how combining AI computer vision with dynamic digital twins allows for significant efficiency improvements, as seen in Maersk's container unloading, which achieved 82% accuracy in prediction times, and drayage operations, which saved millions by consolidating information for optimization. Geopolitical tensions are disrupting freight flows, as demonstrated by Maersk's decision to stop Haifa service prior to Iran missile attacks, underscoring the delicate balance shipping giants must maintain for crew safety and operations. This suspension, amid escalating conflict, contributed to increased container rates from Shanghai to European ports, showing broader market uncertainties. For the trucking industry, prepare for a hot, tight July 4th freight market, where spot truckload rates are expected to rise, offering a significant opportunity for carriers to capitalize on higher rates. Freight brokers, however, face the challenge of proactively managing margins against potentially surging spot rates as tender rejection rates climb nationally and in key regional hubs. Fuel prices are also in the spotlight, with the benchmark diesel price now at its highest level in almost a year after a big jump, even as ultra low sulfur diesel (ULSD) futures markets recently plunged. This surge, following initial fears of supply disruptions from Middle East conflicts, means diesel consumers are still feeling the pinch at the pump. Finally, we highlight innovative strides in fleet management as Samsara introduces its 2025 North America Customer Advisory Board, bringing together industry leaders to shape the product roadmap for AI-driven tools. Discover how customers are leveraging Samsara's AI-powered platforms to achieve impressive ROI, including millions saved in maintenance costs and significant reductions in accidents and theft. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode #121 - In this episode of the Awakened Heart Podcast, I'm thrilled to welcome Ron Bienvenu—a man I've known personally for years and who never fails to challenge the status quo. From our first meeting at The Whaler in Venice Beach to visits in New Orleans, Ron's unique perspective on life and technology has always inspired me.Ron's new book, The Fifth Shock, serves as a philosophical wake-up call addressing the profound shifts happening in our world today. In our conversation, we explore the complex relationship between spirituality, artificial intelligence, and the future of humanity. Ron is the Founder and Managing Partner of Noetic Investment Partners, with over 40 years of experience in technology and finance. He's been instrumental in shaping the way companies approach data and AI, especially through his work in data assetization—turning data into a capital-grade asset.Ron discusses how AI is transforming human identity, the critical need for economic innovations like Universal Behavioral Income, and the moral responsibilities we face with advancing technology. He advocates for the integration of human wisdom into AI systems and a digital Bill of Rights to safeguard individual freedom in a rapidly evolving digital era. Beyond the intellectual discussion, Ron shares a deeply personal story about his daughter, a storm in Tulum, and a poignant poem that encapsulates resilience and courage.This episode blends cutting-edge ideas with heartfelt storytelling—a must-listen for anyone curious about the future of technology, spirituality, and human sovereignty.TakeawaysThe conversation explores the awakening to spirituality and AI.Wisdom is essential in the age of AI.Humanity must navigate the challenges posed by AI.The need for a Universal Behavioral Income is highlighted.AI should enhance human agency, not replace it.Geopolitical implications of digital power are significant.Data is becoming the most valuable asset in the modern economy.Consciousness may be the key to understanding the universe.Moral implications of AI must be addressed.  Machines rely on human creativity and authenticity.Innovation's value is declining due to rapid replication.Congress has become ineffective in governance.The media has compromised its integrity for profit.A grassroots revolution is necessary for change.Parenting can instill strength and independence in children.Life lessons can be learned through shared experiences.Mediocrity should be avoided in pursuit of greatness.The meaning of life is a profound question worth exploring.Sound Bite"How do we navigate this?""My voice is my whip.""Mediocrity is a disease."Chapters00:00 Introduction and Personal Connection01:48 Awakening to Spirituality and AI05:30 The Human Experience vs. AI08:46 Data Sovereignty and Behavioral Income12:20 The Future of AI and Human Agency15:47 Geopolitical Implications of Digital Rights19:32 The Evolution of Wealth and Value22:45 The Broken Accounting System and Change26:11 Spirituality and the Path Forward30:34 The Devil's Bargain: A Reflection on Spirituality31:26 The Metaverse and Voluntary Extinction32:16 Preserving Human Consciousness in a Digital Age35:58 The Intersection of Technology, Philosophy, and Spirituality37:33 Consciousness as the Fifth Element38:47 Spiritual Recursion and Algorithmic Logic42:34 Moral Constructs in a Digital World46:29 The Homogenization of Beauty and Authenticity49:24 Innovation and the Value of Networks53:07 Disappointment in Governance and Media56:34 Global Political Landscape and the Call for Change01:01:12 A Stormy Journey: Father-Daughter Bonding and Life Lessons01:10:27 Empowerment Through Authenticity and Courage01:14:35 Navigating the Future: Technology, Sovereignty, and Human ConnectionConnect with Ron:linkedinInstagram Facebook XThe Fifth ShockXIG FacebookLet's Connect!⁠Website⁠Instagram FacebookYoutubeRumble⁠Tik Tok⁠Linkedin

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors have largely remained calm amid recent developments in the Middle East.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing how to think about the tensions in the Middle East for U.S. equities. It's Monday, June 23rd at 11:30am in New York. So, let's get after it. Over the weekend, the United States executed a surprise attack on Iran's nuclear enrichment facilities. While the extent of the damage has yet to be confirmed, President Trump has indicated Iran's nuclear weapon development efforts have been diminished substantially, if not fully. If true, then this could be viewed as a peak rate of change for this risk. In many ways this fits our overall narrative for U.S. equities that we have likely passed the worst for many risks that were weighing on stocks in the first quarter of the year. Things like immigration enforcement, fiscal spending cuts, tariffs and AI CapEx deceleration all contributed to dragging down earnings forecasts. Fast forward to today and all of these items have peaked in terms of their negative impact, and earnings forecasts have rebounded since Mid-April. In fact, the rebound in earnings revision breadth is one of the sharpest on record and provides a fundamental reason for why U.S. stocks have been so strong since bottoming the week of April 7th. Add in the events of this past weekend and it makes sense why equities are not selling off this morning as many might have expected. For further context, we looked at 23 major geopolitical events since 1950 and the impact on stock prices. What we found may surprise listeners, but it is a well understood fact by seasoned investors. Geopolitical shocks are typically followed by higher, not lower equity prices, especially over 6 to12 months. Only five of the 23 outcomes were negative. And importantly, all the negative outcomes were accompanied by oil prices that were at least 75 percent higher on a year-over-year basis. As of this morning, oil prices are down 10 percent year-over-year and this is after the actions over the weekend. In other words, the conditions are not in place for lower equity prices on a 6 to12 month horizon. Having said that, we continue to recommend large cap higher quality equities rather than small cap lower quality names. This is mostly a function of sticky long term interest rates and the fact that we remain in a late cycle environment in which the Fed is on hold. Should that change and the Fed begin to signal rate cuts, we would pivot to a more cyclical areas of the market. Our favorite sectors remain Industrials which are geared to higher capital spending for power and infrastructure, Financials which will benefit from deregulation this fall and software stocks that remain immune from tariffs and levered to the next area of spending for AI diffusion across the economy. We also like Energy over consumer discretionary as a hedge against the risk of higher oil prices in the near term. Thanks for tuning in; I hope you found today's episode informative and useful. Let us know what you think by leaving us a review; and if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

Bitcoin advocate, entrepreneur, and Albertan patriot Dave Bradley joins me for a belated look at the G-7, Albertan independence and how the rush for pristine collateral is the race against time that Davos and City of London are working so hard to avoid going against their plans for a digitized neo-feudal world.Show Notes:Dave on XThe Bitcoin RodeoTom on XTom on Patreon

Mukarram Mawjood is here to share on commodity cycles and investor sentiment secrets. He discusses his focus on alternative assets including precious metals, crypto, and real estate, highlighting silver as his top current pick due to its price lag behind gold and significant upside potential. He explains how gold's recent surge has largely priced in geopolitical risk, while silver remains undervalued despite industrial demand. He also touches on market psychology, gold-to-silver ratios, and how cryptocurrencies are increasingly competing with gold as alternative stores of value. We discuss... Mukarram's firm invests heavily in physical metals, crypto, and real estate—assets with inverse correlation to the U.S. dollar. Silver is seen as significantly undervalued relative to gold, presenting a price arbitrage opportunity. He sees silver's price lag as typical behavior in precious metal bull cycles, with major catch-up potential. Central banks buying gold has driven recent price action, while silver remains overlooked by both institutions and retail investors. Geopolitical tensions have driven gold's rise as a safe haven, but easing global instability could rotate capital into silver. Mukarram emphasizes timing and patience—investors should scale into undervalued assets before the move happens. Crypto has diverted some capital from gold but believes both assets serve different investor needs. During COVID, gold quietly doubled from 1,200 to over 2,000, which many missed due to lack of long-term positioning. Bitcoin and crypto sometimes move like metals, but when metals act as a safe haven, crypto typically does not. Crypto currently offers opportunity not because it's strong, but because it's been beaten down while gold rallied. Bitcoin may still hit 100K–200K, but other assets may outperform it percentage-wise during its rise. Ethereum has mixed sentiment in the crypto community, but Solana is gaining more institutional adoption. Major crypto news events often coincide with local tops, especially in bull markets. Crypto cycles are faster (typically 18 months), while metals like gold and silver move in 3–5 year timelines. Crude oil's recent stagnation shows how macro factors like tariffs and recession fears can override seasonal patterns. Commodities should be chosen based on correlation to the U.S. dollar and liquidity conditions. Successful trading is 75% mindset and only 25% technical skill, especially in volatile markets like crypto. For more information, visit the show notes at https://moneytreepodcast.com/commodity-cycles-mukarram-mawjood-722 Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  

Financial markets are strangely calm so far this morning, given — among other things — continued hostilities between Israel and Iran. As the trading day gets underway, there's been no sign from the White House about whether the U.S. would take military action against nuclear facilities in Iran. We'll try to get a sense of the market. Plus, sometimes taking a vow of poverty is easier said than done. From Marketplace's "This Is Uncomfortable," we'll learn all about a nun's finances.

Financial markets are strangely calm so far this morning, given — among other things — continued hostilities between Israel and Iran. As the trading day gets underway, there's been no sign from the White House about whether the U.S. would take military action against nuclear facilities in Iran. We'll try to get a sense of the market. Plus, sometimes taking a vow of poverty is easier said than done. From Marketplace's "This Is Uncomfortable," we'll learn all about a nun's finances.