Podcasts about geopolitical

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

On this episode we examine the strategy for the international communist movement to gain a geopolitical advantage over the West. How can they accomplish this from an ideological standpoint? What is the long term goal? Is the Iran Israel conflict actually at an end? We ask the questions. Contact and Support - https://www.subscribestar.com/dynamic-independence

Sanjay Dixit and Anupam Mishra dissect Trump's chaos, Iran's blunders, and how Modi stays untouched amid global turbulence. As Yogi sharpens his political edge and the BJP faces internal flux, India balances diplomacy and discipline with remarkable poise.

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.

APAC stocks traded stronger following the firm lead from Wall Street, with gains capped as traders were cautious amid the fragility of the Israel-Iran ceasefire.Geopolitical newsflow was relatively light in APAC hours, with no hostile incidents seen between Israel and Iran; “There have been no [US] sanctions lifted on Iran,” said Fox Business' Lawrence, in reference to President Trump's post suggesting China could continue to buy oil from Iran.Fed Chair Powell said they would expect to see meaningful inflation effects from tariffs in June, July, and August. He added that if those effects failed to materialise, it could lead to an earlier rate cut.BoJ board member Tamura said that if upward price risks heightened, the BoJ could face a situation where it would need to raise rates decisively, even if uncertainty remained high, adding that he does not see 0.5% as a barrier for BoJ rate hikes.Fox's Gasparino posted that Team Trump said it was close to announcing a handful of trade deals. The major ones the White House claimed progress on involved Japan, South Korea, and Vietnam.Looking ahead, highlights include US Building Permits, CNB Policy Announcement; NATO Summit, Fed SLR meeting, BoE's Lombardelli, Pill, Greene; Fed's Powell; US President Trump, Supply from Italy, UK, US, and Earnings from General Mills, Paychex, Micron, Babcock.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

David McWilliams, Economist, podcaster and broadcaster

Frank's focus during the June episode of Geopolitics was on analyzing the fluid situation in the Middle East following Israel's 12-day war with Iran and the US's decision to bomb Iran's nuclear facilities. Stepping back to the catalyst event for this war, Israel's Prime Minister Netanyahu's order to take out Iranian military leaders, Frank believes this decision is more about Netanyahu's political survival than a tactical move to take advantage of a weakened group of Iranian proxies. The Iranian-Israel war also took center stage at the recent G7 Summit hosted by Canadian Prime Minister Carney, an event partially hijacked by President Trump's decision to leave early to address the Middle Eastern unrest. Prior to his departure, Trump did meet with Carney and the two leaders agreed to work out a comprehensive bi-lateral trade and security agreement within 30 days, an announcement that brings with it some skepticism as to what such an agreement will look like and whether Section 899 tax issues will be included. The conversation ends where it always seems to end, with Frank continuing to be more bullish on his beloved Blue Jays than the host. This podcast was recorded on June 24, 2025. Chapter Headings: 03:08 President Trump's Attack on Iran10:28 Political Calculus for Trump's Iran Missive16:00 Netanyahu's Decision to Open Another War Flank with Iran20:03 Trump's G-7 Departure and Relationship with Carney24:46 Evaluating Carney's Decision to Invite India's Moti to G-731:10 The Latest on Section 89935:50 Is Danielle Smith Setting the Bar Too High with BC Pipeline Chatter? For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.

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

Kevin Hincks reporting from Cboe Global Markets breaks down the latest tensions overseas and how it impacts market performance. Right now, he says headline risk is "leaning more positive" but that a lot of "uncertainty out there" could still keep tensions elevated as Iran/Israel tentatively accept ceasefire terms. Kevin also adds that this week's Fed speakers have become further market-moving events and believes Jerome Powell's testimony in Congress could be another one to watch. Later, Kevin breaks down the latest housing data. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Listen to the SF Daily podcast for today, June 24, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. Traders are seeing favorable US crop conditions despite lower crop ratings, with a 6% increase in poor to very poor spring wheat. Geopolitical tensions, particularly the ceasefire between Israel and Iran, are influencing markets. Egg production dropped 6% year-over-year, with 8.59 billion eggs produced in May. Feeder cattle futures followed the cattle on feed report, closing higher. Extreme heat warnings are in effect for the eastern US, with heat indexes reaching up to 105 degrees in some areas. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Guest Suggestion Form: https://forms.gle/bnaeY3FpoFU9ZjA47Disclaimer: This video is intended solely for educational purposes and opinions shared by the guest are his personal views. We do not intent to defame or harm any person/ brand/ product/ country/ profession mentioned in the video. Our goal is to provide information to help audience make informed choices.Order 'Build, Don't Talk' (in English) here: https://amzn.eu/d/eCfijRuOrder 'Build Don't Talk' (in Hindi) here: https://amzn.eu/d/4wZISO0Follow Our Whatsapp Channel: https://www.whatsapp.com/channel/0029VaokF5x0bIdi3Qn9ef2J(00:00) - Intro(01:58) - How Nucl*ar B*mb Works(04:35) - M.O.P – Father of All B*mbs(06:35) - Stealth Fighter Jet & the U.S.(09:18) - Countries & Their W*apons(11:58) - India & Retaliation(13:20) - Can We Stop Nuclear B*mbing?(15:58) - Impact of Nuclear B*mbs & Operation Sindoor(19:45) - Iran vs Israel & M*ssiles(24:35) - How World War 3 Will Start(25:40) - Stages of War(27:19) - Iran vs Israel Explained(34:09) - U.S. Demand to Stop M*ssiles(35:32) - Conflicts Between Countries & the Global Power Shift(37:43) - U.S. Influence in Iran-Israel War Dynamics(39:03) - Which Country Is Safest During a Nuclear War?(40:27) - India vs China: Weapons & Military Mindset(42:27) - India's Most Powerful Weapons(43:21) - Weaknesses in China's Military(44:22) - How Bomb Diffusers in Army Are Trained(44:36) - How a Bomb Suit Is Made(47:30) - How a Grenade & B*mb Jacket Blast(51:31) - How Army Officers Practice B*mb Defusal(53:22) - The Mindset Required to Defuse a B*mb(1:10:59) - Terro* Group Analysis(1:13:15) - Strengths & Weaknesses of Iran(1:14:36) - Strengths & Weaknesses of Israel(1:18:19) - Most Dangerous Border(1:18:35) - Defensive & Tactical Driving(1:24:00) - OutroIn today's episode, we have Lt Col Narender Singh Thakur, NSG Commando, Indian Army Logistics Expert, and Bomb Disposal & Post Blast Analysis Specialist. He talks about the realities of modern warfare, the technology behind advanced weapons, and what a nuclear conflict would mean for the world today.He breaks down different types of bombs, including nuclear, ballistic, stealth, and ground-penetrating explosives and which countries currently lead in military technology. He also covers the destructive impact of a nuclear blast, India's nuclear doctrine, and whether any defence is possible once a missile is launched. Geopolitical questions around Iran, Israel, China, Russia, and the US are discussed along with India's tested military strength and evolving global role.In the final segment, Lt Col Thakur explains the precision, training, and risk behind bomb detection and disposal. He walks through how bomb suits work, how defusing is practised, and what happens when dealing with real explosives in life-or-death situations. He also gives insights into defence driving, bomb detectors, and what truly makes a soldier stay calm under pressure. Subscribe for more such conversations!Follow Narendra Thakur On:Instagram: https://www.instagram.com/lt_col_naren_thakur/LinkedIn: https://in.linkedin.com/in/lt-col-narinder-singh-lssgbYouTube: https://www.youtube.com/@ColNarenderThakur_OfficialAbout Raj ShamaniRaj Shamani is an Entrepreneur at heart that explains his expertise in Business Content Creation & Public Speaking. He has delivered 200+ speeches in 26+ countries. Besides that, Raj is also an Angel Investor interested in crazy minds who are creating a sensation in the Fintech, FMCG, & passion economy space.To Know More,Follow Raj Shamani On ⤵︎Instagram @RajShamanihttps://www.instagram.com/rajshamani/Twitter @RajShamanihttps://twitter.com/rajshamaniFacebook @ShamaniRajhttps://www.facebook.com/shamanirajLinkedIn - Raj Shamanihttps://www.linkedin.com/in/rajshamani/• • •#Podcast #FiguringOut #RajShamani #army #armypodcast #podcastclips #narendrasinghthakur #india

The Aussie market has pushed higher today recouping the modest losses of the past five sessions. Steve discusses this session and the part that geopolitical tension de-escalation may have played in this boost that sent most of the sectors higher. He discusses the winners and losers with energy stocks seeing some declines amid oil price movements, and the return of Virgin Australia to the Aussie market. Adairs continued to gain attention, and Steve looks to the day ahead. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

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

It may be logical to assume that economically speaking as Germany goes, so goes Europe. Confluence Associate Market Strategist Daniel Ortwerth joins Phil Adler with a profile of Germany's new chancellor and what investors can expect from his leadership.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

The geopolitical fragmentation mega force is evolving, with a big focus now on rising defense spending. Catherine Kress, Head of Geopolitical Research & Strategy at BlackRock, highlights how we're refining our investment preferences across regions and sectors in response. General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM0625U/M-4603777

Rahul Khanna, global head of marine risk consulting, Allianz Commercial, discusses the sharp drop in vessel losses, the rise of shadow fleets and how geopolitical instability is reshaping maritime risk and global supply chains.

In today's war diary, Alexander Shelest and Alexey Arestovich discussed the main news on the 1209th day of war:➤ 00:00 Alexander Shelest: On-air poll. Do you trust Zelensky?➤ 01:45 Israel's war with Iran: what does it promise for the region and how will it affect Ukraine? For the US, the Middle East is of a higher priority than Ukraine. Iran as an exaggerated  "army, language, faith" vector.➤ 05:23 Parallel between Russia's self-defense against Ukraine and Israel's self-defense against Iran.➤ 07:05 Did Trump know about Israel's plans to attack Iran? Israel's goals.➤ 09:30 Domestic political situation in Iran. Israel separates the Iranian population from the ayatollahs.➤ 14:00 Does Iran have the ability to crush Israel through an air component?➤ 17:18 Will the US join Israel's military operation? The connection between Pakistan, China and Iran.➤ 19:44 Is it possible for the war in Iran to move to a land phase?➤ 23:58 The role of the US and India in Israel's war?➤ 26:10 The story of Zhirinovsky: where do his prophetic predictions come from?➤ 28:32 Ukraine: what do Zelensky's statements in Austria mean?➤ 33:25 Why do Russians have more bodies of Ukrainian defenders?➤ 37:05 The cult of death UIA dugouts and the "corpse dances" of the Ukrainian authorities.➤ 40:42 How do you personally feel about the story with the transfer of the fallen defenders of Ukraine's bodies?➤ 42:55 The history of hypocrisy as exemplified by the persecution of Verka Serduchka and Valeriy Lobanovsky: political Ukrainianism are beginning to persecute their own. In what form can Ukraine exist and how many Ukraines can there be?➤ 52:45 What should be done to ensure that Ukraine survives?➤ 56:29 Personal goals of Bandera and Petliura and the possibility of real action.Olexiy Arestovych (Kiev): Advisor to the Office of Ukraine President : https://en.wikipedia.org/wiki/Oleksiy_ArestovychOfficial channel: https://www.youtube.com/channel/UCjWy2g76QZf7QLEwx4cB46gAlexander Shelest - Ukranian journalist. Youtube: @a.shelest   Telegram: https://t.me/shelestlive

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  

Markets barely moved late Wednesday after the Fed meeting and before Thursday's holiday. Geopolitical concerns and "triple-witching" volatility could affect today's trading.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0130-0625)

After Federal Reserve Chairman Jerome Powell announced, on Wednesday, that interest rates would remain unchanged, he answered reporters' questions; Kevin reviewed the transcript and points out the inconsistencies with comments made during the press conference and previous comments over the last two years. The head of a different independent Federal agency agrees with Kevin and has called on Jerome Powell to cut interest rates or resign; who is it? Kevin has the details. Earlier in the month, The Federal Reserve Bank of New York, released their monthly survey of consumers' expectations for future inflation, which seems to contradict comments by Jerome Powell; Kevin has the details and offers his insights. Dollar General recently released their quarterly financial data; Eaton Corp. announced a major acquisition; Kevin has the details, looks at the data and offers his insights. Oil prices react to the on-going war between Israel and Iran, a Geopolitical risk premium is anticipated, the risk of Iran's oil production and ship traffic through the Strait of Hormuz.

In Episode 48 of RHP Market Talk, CXO Natalie Picha and CIO Glenn Royal, CFP®, discuss how the global financial landscape has undergone a dramatic transformation since April, with markets stabilizing after the turbulence of the trade war, driven by abundant liquidity seeking investment opportunities. We examine the key factors that will shape investment strategies for the remainder of 2025.• Tariff impacts are gradually filtering through the economy without dramatic inflation pressure so far• Fed has paused rate changes for four consecutive meetings, but the next move is likely to be a cut if unemployment rises• Geopolitical tensions in the Middle East pose inflation risks if oil shipping through the Strait of Hormuz is disrupted• Proposed "revenge tax" on foreign investors could accelerate de-dollarization trends and weaken the dollarExperience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

As CEO challenges go, facing a global threat that is existential not just for your company but for your industry is among the worst possible. American Airlines’ former Chairman and CEO, Doug Parker, has been through this twice while leading an airline, following the 9/11 attacks in New York and the COVID-19 pandemic. In this episode, he speaks with McKinsey Senior Partner Celia Huber about how these experiences helped him become a better leader. Doug Parker has served as CEO of three airlines: America West, US Airways, and American Airlines. He currently serves on the board of Qantas. Celia Huber is a McKinsey senior partner in our Bay Area office, where she leads our board services work in North America. Related insights Better together: Three ways to boost board–CEO collaboration The State of Aviation 2025 Geopolitical resilience: The new board imperative Resilience pulse check: Harnessing collaboration to navigate a volatile world McKinsey Insights on Strategy & Corporate Finance McKinsey Insights on M&A McKinsey Strategy & Corporate Finance on LinkedInSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

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.

What changed, what didn't, and what does it all mean for investors today? Twelve months ago, Paul Fiorilla of Yardi Matrix shared a cautiously optimistic outlook on multifamily real estate despite rising interest rates. Now, in June 2025, he returns to assess how that outlook held up. In this episode, Paul and host Jeannette Friedrich take a data-driven look at the key shifts in market fundamentals, capital flows, rent dynamics, and global headwinds, and what these mean for the road ahead. Key Takeaways: - Multifamily demand remained strong through 2024 but is expected to moderate due to slowing job growth, reduced immigration, and corporate return-to-office mandates - Interest rates have not declined as anticipated, keeping refinancing difficult and limiting transaction volume across the market - Distress exists but remains isolated, with capital still available for loan workouts, preferred equity, and mezzanine solutions - Sunbelt markets continue to experience rent softness due to oversupply, even as new construction slows significantly - Renewal rents are outperforming asking rents, reinforcing the value of tenant retention over new lease growth assumptions - Conservative underwriting is critical, particularly in assuming flat or modest rent growth and avoiding reliance on overly optimistic projections - Investors should prioritize experienced sponsors with strong balance sheets and a track record of navigating challenging environments - Geopolitical shifts, including trade policy and U.S. retrenchment from global leadership, introduce new macroeconomic risks that may influence capital flows and inflation Timestamps 00:00 Introduction and Guest Reintroduction 01:22 Market Overview and Risk Assessment 02:19 Property Fundamentals and Demand Drivers 05:49 Capital Markets and Financing Challenges 15:30 Regional Market Insights and Rent Growth 23:57 Geopolitical Risks and Future Outlook Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

US equity futures slightly higher. European markets opened narrowly mixed, while Asian markets were also mixed. Geopolitical focus dominated as Trump held a National Security Council meeting to discuss potential strikes on Iranian nuclear sites, including the Fordow facility. Reports flagged risks of Iranian retaliation and potential mining of the Strait of Hormuz. Trump reiterated a hard stance, demanding Iran's unconditional surrender. Trade talks saw little movement. Trump criticized EU and Japan for failing to offer fair deals and reiterated tariff threats, including imminent action on pharmaceuticals.Companies Mentioned: KKR & Co, Orange, Zegona Communications, Hasbro, Plains All American Pipeline, Keyera

The similarities between Ukraine's attack on Russian bombers and the Israeli attack on Iran's nuclear sites have been noted. But the parallels don't stop there. The U.S. is involved in both conflicts and the script for each is flexible on a daily basis. The influence upon each is Donald J Trump. Geopolitical authority George Friedman opines on both wars, employing the theory of geopolitical cycles as explained in his book “The Storm Before the Calm”. And, finally, we see what you think in The Mailroom with Mrs Producer. File your comments and complaints at Leighton@newstalkzb.co.nz Haven't listened to a podcast before? Check out our simple how-to guide. Listen here on iHeartRadio Leighton Smith's podcast also available on iTunes:To subscribe via iTunes click here See omnystudio.com/listener for privacy information.

Carol Schleif thinks the market rally before the Fed conference today is notable. She lays out what investors should be watching around the world, but says “in general, markets tend to look through geopolitical risk…they don't know how to assess it.” The worst of the tariffs are behind us, she assesses, as trade breakthroughs seem near. She previews the Fed dot plot, expected today after the FOMC meeting, and gauges how many rate cuts we might see this year.======== 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

Kevin Hincks provides the trading day's roadmap with all eyes on the FOMC rate announcement and Jerome Powell's press conference. He dives into the morning's economic data, citing higher jobless claims numbers that are trending upward. Ahead of the FOMC, Kevin believes Powell will not say anything that changes the Fed's outlook but will be closely monitoring the "Dot Plot" for any changes. Kevin also cautions investors that any headlines from the Israel-Iran conflict could disrupt a day bookended by data and the Fed. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Stocks fall in afternoon trading as investors weigh intensifying Middle East risks, a looming budget showdown, and this week's Fed decision. Scott Wren of Wells Fargo says don't overreact to geopolitical headlines. Olaolu Aganga of Mercer offers the global CIO view on allocation right now. Market impact from DC from Pangaea Policy founder Terry Haines. Plus: MP Materials CEO Jim Litinsky joins exclusively to discuss why rare earths are national security assets, his company's stock surge and the supply chain.

CannCon and Ghost kick off this high-voltage episode with a newly declassified FBI intel suggests China may have manufactured fake U.S. driver's licenses in a scheme to produce fraudulent mail-in ballots in the 2020 election. The hosts unpack the deep implications, connecting it to long-silenced whistleblowers and the broader collapse of trust in American institutions. From there, the show shifts into geopolitical overdrive. Gordon dives into Israel's precision strikes on Iran, Netanyahu's escalating rhetoric, and the high-stakes dynamics at play between Trump, Putin, and the Israeli opposition. They dissect Netanyahu's attempt to drag Trump into war, the unraveling of the Israeli narrative, and the implications of Starlink lighting up over Iran. Also on deck: Mike Lindell's $2.3 million defamation verdict, suspicious contradictions in the Minnesota “hit list” shooting case, CNN's collapse, and a growing MAGA civil war over foreign entanglements. With sharp humor, hard-hitting facts, and unapologetic takes, this episode is a fiery fusion of breaking news and big-picture strategy.

Geopolitical tensions between Israel and Iran kept stocks in the red throughout the day. On stock movers, reports of OpenAI accusing Microsoft (MSFT) of anti-competitive behavior created new questions around their partnership. Jabil (JBL) closed as the SPX top performer after posting strong earnings centered on A.I. growth. Reddit (RDDT) also rallied on its A.I. prospects, while solar companies like First Solar (FSLR) and Enphase Energy (ENPH) plummeted. Marley Kayden takes a closer look into what's driving the day's biggest stories.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

We begin the week by covering the conflict involving Israel and Iran, along with the potential market impacts (including to oil prices). Plus, a preview of this week's G-7 summit in Canada, along with the FOMC meeting. We conclude by outlining portfolio considerations when it comes to navigating geopolitical and policy risk. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

US equity futures slightly higher. European markets trading weaker and Asian markets ended mixed. Geopolitical risk remains high as Israel and Iran exchanged strikes for a third day. Market concern remains about potential for disruption to crude shipments via Strait of Hormuz. China's May activity data came in mixed: industrial output and fixed asset investment growth slowed more than expected, while retail sales surprised to the upside amid holiday spending and a trade-in stimulus. G7 summit saw little progress on trade, though bilateral talks between Trump and other leaders continued. Japan and the US discussed a potential deal, while the US and Vietnam neared a framework agreement. Preliminary University of Michigan consumer sentiment rose for the first time in five months, while inflation expectations moderated.Companies Mentioned: US Steel, Nippon Steel, Coinbase, Gemini, Google, Meta

Bitcoin OG Max Keiser reminds us that $2,200,000 Bitcoin price STILL in play: "Bitcoin is meeting geopolitical headwinds from disgruntled no-coiners and fiat money worshipping zealots. $2,200,000 still in play." Learn more about your ad choices. Visit megaphone.fm/adchoices

Lawfare Contributing Editor Renée DiResta sits down with Daphne Keller, Director of the Program on Platform Regulation at Stanford University's Cyber Policy Center; Dean Jackson, Contributing Editor at Tech Policy Press and fellow at American University's Center for Security, Innovation, and New Technology; and Joan Barata, Senior Legal Fellow at The Future of Free Speech Project at Vanderbilt University and fellow at Stanford's Program on Platform Regulation, to make European tech regulation interesting. They discuss the European Union's Disinformation Code of Practice and its transition, on July 1, from voluntary framework co-authored by Big Tech, to legally binding obligation under the Digital Services Act (DSA). This sounds like a niche bureaucratic change—but it's provided a news hook for the Trump Administration and its allies in far-right parties across Europe to allege once again that they are being suppressed by Big Tech, and that this transition portends the end of free speech on the internet.Does it? No. But what do the Code and the DSA actually do? It's worth understanding the nuances of these regulations and how they may impact transparency, accountability, and free expression. The group discusses topics including Senator Marco Rubio's recent visa ban policy aimed at “foreign censors,” Romania's annulled election, and whether European regulation risks overreach or fails to go far enough.For more on this topic:Hate Speech: Comparing the US and EU ApproachesThe European Commission's Approach to DSA Systemic Risk is Concerning for Freedom of ExpressionThe Far Right's War on Content Moderation Comes to Europe Regulation or Repression? How the Right Hijacked the DSA DebateLawful but Awful? Control over Legal Speech by Platforms, Governments, and Internet UsersThe Rise of the Compliant Speech PlatformThree Questions Prompted by Rubio's Threatened Visa Restrictions on ‘Foreign Nationals Who Censor Americans'Will the DSA Save Democracy? The Test of the Recent Presidential Election in RomaniaTo receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.