Podcasts about geopolitical

US equity futures mixed with S&P down 0.1%, following Tuesday's gains, which saw new ATH for Dow and S&P logged its first fresh record close since 24-Dec. Bonds firmer. US 10-year yields down, 2-year flat. Dollar is little changed. Oil down. Gold lower. Industrial metals mixed. Bitcoin is softer. Elsewhere, European equity markets are mostly firmer and Asia's are mixed. Sentiment remains bullish. More sell-side commentary are on Tuesday talking up valuation argument for European stocks. In addition, underlying resilience in macro backdrop another supportive factor. AI-narrative into the new year has focused on the positives rather than the risks. Geopolitical environment is febrile, yet implications for equity markets appear limited for now. President Trump said on social media that Venezuela will send 30-50M barrels of oil to US at market prices and proceeds to be controlled by Trump.Companies mentioned: Lukoil, Mobileye Global, Meta Platforms, Chevron

Guest: Gregory Copley. Discussing Niall Ferguson's comparison of the current geopolitical climate to the imperialism of 1906, Copley argues that while territorial annexation is less common, a new form of technological and economic imperialism has emerged where the U.S. maintains spheres of influence through dominance in global defense sales. Copley notes that while Turkey attempts to reassert Ottoman-style control through "gunpowder diplomacy" despite being bankrupt, and the U.S. acts as a self-proclaimed global guardian, the primary rival, China, is currently failing due to internal collapse rather than expanding like the powers of the early 20th century.1905 TR BROKERS PEACE.

On this episode of Hella Black Podcast, we talk about the changing geopolitical terrain. We discuss the U.S.'s illegal kidnapping of Venezuela's president and its implications, and critique the reactionary protest culture in the U.S. that focuses on protests without movement building.

Six European leaders today rallied to Greenland's support after the President Donald Trump said the US ‘needed Greenland'.The UK, France, Germany, Italy, Poland, Spain, and Denmark said in a joint statement, that Greenland ‘belongs to its people...and only Denmark and Greenland can decide on matters concerning their relations"We look at Greenland's business community and how it is responding to all the uncertainty over its future.Also – as the first retail sales of Xmas are revealed…will it be a bumper year for companies relying on seasonal shopping.And, as Manchester United part company with yet another manager, we look at the cost to the club in replacing Ruben Amorim, and those who have gone before him….Presenter: Leanna Byrne Senior Producer: Craig Henderson

It's the first episode of the Lagniappe Podcast in 2026, kicking off year 5 of our weekly conversations. This week, Greg and Doug break down the military extraction of Nicolás Maduro from Venezuela, analyzing the operation's implications on the economy, U.S. foreign policy, and the wider geopolitical landscape. They then turn their attention to what they expect to be coming down the market pike in 2026. Key Takeaways [00:16] - Celebrating 4 years of the Lagniappe Podcast [01:50] - Recapping the Maduro extraction [06:46] - Economic effects of the military confrontation in Venezuela [14:25] - Is there another move on the horizon for the U.S.? [19:36] - 2026 market outlook View Transcript Links Torsten Slok, Apollo Chief Economist - Daily Spark Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener's individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener's choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

In today's complex, interconnected, and dynamic risk landscape, organizations are facing a multitude of challenges. Geopolitical tensions, climate-related extreme weather events and chronic threats, and evolving cyber threats are complicating supply chain risks, requiring organizations to develop holistic, forward-looking, enterprise-wide risk mitigation strategies that build resilient organizations. In this episode of Risk in Context recorded at the end of 2025, Marsh's James Crask, Christopher Coppock, Nick Faull, and Payal Patel explore some of the trending risks that Marsh has been monitoring and that organizations should be prepared to address throughout 2026 and beyond. They also discuss how robust risk management approaches can help organizations identify opportunities to build resilience and thrive. You can access a transcript of the episode here. Visit our trending risks page on marsh.com for additional insights For more insights and insurance and risk management solutions, follow Marsh on LinkedIn and X and visit marsh.com.

Doubleline's Jeff Sherman lays out opportunities in equities and the bond market despite elevated geopolitical risks. Then, the head of Amazon Devices and Services, leading products like Alexa, Ring and Fire TV. Unveiling new AI features at CES. Plus, it could shape up to be the year of the robot. A closer look at new humanoid bots powered by Google, Nvidia and AMD. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

European stocks line up another day in the green - the benchmark Stoxx 600 hitting a new high in Monday's session, and the Dow Jones notching a fresh record stateside. This, in the shadow of rising geopolitical tensions as President Trump says he is "very serious" about taking Greenland - despite a warning from Denmark's Prime Minister that any act of aggression would spell the end of NATO. And deposed Venezuelan President Nicolas Maduro pleads not guilty to drug trafficking charges in his first court appearance since being captured in a U.S. operation in Caracas. Maduro said he had been "kidnapped" and was a "prisoner of war". See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

THE DESERT ONE TRAGEDY AND THE GEOPOLITICAL STAKES OF THE 1980 ELECTION Colleague Craig Unger. Author Craig Unger discusses the failed "Desert One" rescue mission on April 24, 1980, where mechanical failures and a collision resulted in eight American deaths, ending any immediate hope of rescuing 52 hostages held in Iran. Unger explains that while the Shah of Iran had been a US puppet installed by a 1953 CIA coup, the 1979 revolution replaced him with a hostile Islamic Republic, turning a strategic ally into an enemy. The hostage crisis became the central issue of the 1980 campaign; a successful rescue would likely have secured Carter's reelection, while failure favored Ronald Reagan. Additionally, the segment highlights the strained relationship between Carter and Israeli Prime Minister Menachem Begin, noting that despite the Camp David Accords, Israel feared an Iraqi victory over Iran would create a dangerous regional superpower. NUMBER 1

In this episode of The P.A.S. Report Podcast, Professor Nick Giordano breaks down the stunning takedown and arrest of Venezuela's Nicolás Maduro and why it may signal a major shift in U.S. power in the Western Hemisphere. Was this a smarter model than the failed regime-change disasters of Iraq, Afghanistan, and Libya, or the beginning of a dangerous new era of presidential authority? Professor Giordano examines what happens next as President Trump says the U.S. will run Venezuela until a safe, competent transition is possible, the strategic stakes tied to oil and hemispheric control, and the constitutional and international-law arguments now colliding in real time. He also exposes the domestic political hysteria as Venezuelans celebrate while America's activist left rushes to defend Maduro, revealing how Trump Derangement Syndrome continues to warp reality.   Episode Highlights Maduro captured, Venezuela in play: why this operation was different, what comes next, and the risk of repeating past postwar transition failures Monroe Doctrine 2.0: how oil, energy leverage, and strategic denial of Russia, China, Iran, Cuba, and proxy networks reshape geopolitics in the Americas Legality and backlash: Article II authority, Congress's war-powers abdication, "international law" myths, and the left's bizarre defense of Maduro driven by anti-Trump obsession

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar highlights a volatile start to 2026 as global markets react to U.S. strikes on Venezuela and rising geopolitical risk. Asian equities hit record highs led by Japan and South Korea, while oil prices climb on expectations of greater access to Venezuelan reserves. Gold surges, equities aim to extend last year's rally, and crypto markets start the year strong, with Bitcoin firmly back above $90,000.

Today's episode dives deep into the explosive stories shaping America and the world. From scandals in Minnesota to international power plays, nothing is off-limits and nothing is censored. Highlights include: Tim Wallace drops out of Minnesota governor race amid fraud and scandal

2026 preview, the US economy in 2026, Trump's Faustian pact with workers, Trump's inflation fetish, will we get Trump checks?, the global economy in 2026, China's 2026 outlook, the Ukraine-Russia war in 2026, will Zelensky survive 2026?, the EU in 2026, the EU's internal issues and unrealistic expectations, Mercosur, Israel in 2026, Africa in 2026, will the ruling classes shift from race to religion as a means of division, the left's complicated relationship with spirituality, the rise of Islam and the West, what's in store for the illicit economy in 2026, "Narco" Rubio, the Monroe Doctrine 2.0, Trump 2.0 as a crime syndicate, Cuba, the Miami faction, anti-Castro Cubans, Epstein, where the Epstein shit show is headedMusic by: Keith Allen Dennishttps://keithallendennis.bandcamp.com/ Hosted on Acast. See acast.com/privacy for more information.

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we look at wage growth versus home price appreciation. Plus, Robbie sits down with STRATMOR Group's Garth Graham for a discussion on M&A activity in 2025, the plays that larger companies are making through acquisitions, and how deal flows change throughout market cycles. And we close by looking at what the events in Venezuela could mean for bond markets.Thanks to Polly. Polly operates the industry's only vertically integrated capital markets platform, purpose-built to maximize profitability through precision cost reduction, margin expansion, and real-time, loan-level attribution and profitability analysis.

The first Macro Mondays of 2026 kicks off with global markets already on edge. Andreas Steno Larsen and Mikkel Rosenvold are back to break down the dramatic developments in Venezuela, the implications for oil markets, and what this signals about U.S. foreign policy momentum heading into the year.A volatile start to 2026 as geopolitics, oil, and liquidity collide.

J Mintzmyer of Value Investor's Edge discusses shipping performance in 2025, strategies for navigating market downturns, and the importance of focusing on quality investments (0:45). Dry bulk potential, Cmb.Tech a top pick for 2026, impact of geopolitical factors on shipping (4:30). Stock selection metrics (12:20). The role of dividends in shipping (15:10). Broad macro risks (16:45). Learning lessons, setting goals (22:20).Show Notes:In Shipping, Global Macro Matters More Than EverBuy Cmb.Tech: Shipping Poised To Outperform Into 2026Why Dry Bulk Is A Top Pick In 2026Read our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

784,570 views Streamed live on Dec 30, 2025 #West #AFU #geopolitics#Arestovich #Shelest #war #Zelensky #TrumpFundraising for the 9th Separate Special Forces Brigade for ground robotic systems

From the 19th Amendment to the #MeToo movement, the feminist movement has profoundly reshaped society. But have its good intentions backfired? Those arguing it hasn't note that it's allowed women the choice of living on their own terms. But critics argue that its culture glorifying full-time careerism and independence can make women feel inadequate if they prefer traditional roles like having a family. Now we debate: Has Feminism Hurt Women?  Arguing Yes: Inez Stepman, Senior Policy and Legal Analyst at the Independent Women's Forum and Independent Women's Law Center     Arguing No: Wendy Walsh, Relationship Journalist; Host of ”The Dr. Wendy Walsh Show” on iHeart Radio's KFI AM 640    Xenia Wickett, Geopolitical strategist, moderator at Wickett Advisory, and Trustee of Transparency International UK, is the guest moderator.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Trends Journal is a weekly magazine analyzing global current events forming future trends. Our mission is to present Facts and Truth over fear and propaganda to help subscribers prepare for What's Next in these increasingly turbulent times. To access our premium content, subscribe to the Trends Journal: https://trendsjournal.com/subscribe Follow Gerald Celente on X: https://x.com/geraldcelente Follow Gerald Celente on Facebook: https://www.facebook.com/profile.php?id=61572667394552 Follow Gerald Celente on Instagram: https://www.instagram.com/trndsjrnl/ Follow Gerald Celente on Gab: http://gab.com/geraldcelente Substack: https://Trendsinthenews.substack.com TikTok: / trends.journal Follow Gerald Celente on Bluesky: https://bsky.app/profile/trendsjournal.bsky.social Follow Gerald Celente on Threads: https://www.threads.com/@trndsjrnl Follow Gerald Celente on Truth: https://truthsocial.com/@TrendsJournal Follow Gerald Celente on Reddit: https://www.reddit.com/user/Trends-Journal/ Copyright © 2026 Trends Research Institute. All rights reserved.

In this episode of the Crazy Wisdom podcast, host Stewart Alsop interviews Marcin Dymczyk, CPO and co-founder of SevenSense Robotics, exploring the fascinating world of advanced robotics and AI. Their conversation covers the evolution from traditional "standard" robotics with predetermined pathways to advanced robotics that incorporates perception, reasoning, and adaptability - essentially the AGI of physical robotics. Dymczyk explains how his company builds "the eyes and brains of mobile robots" using camera-based autonomy algorithms, drawing parallels between robot sensing systems and human vision, inner ear balance, and proprioception. The discussion ranges from the technical challenges of sensor fusion and world models to broader topics including robotics regulation across different countries, the role of federalism in innovation, and how recent geopolitical changes are driving localized high-tech development, particularly in defense applications. They also touch on the democratization of robotics for small businesses and the philosophical implications of increasingly sophisticated AI systems operating in physical environments. To learn more about SevenSense, visit www.sevensense.ai.Check out this GPT we trained on the conversationTimestamps00:00 Introduction to Robotics and Personal Journey05:27 The Evolution of Robotics: From Standard to Advanced09:56 The Future of Robotics: AI and Automation12:09 The Role of Edge Computing in Robotics17:40 FPGA and AI: The Future of Robotics Processing21:54 Sensing the World: How Robots Perceive Their Environment29:01 Learning from the Physical World: Insights from Robotics33:21 The Intersection of Robotics and Manufacturing35:01 Journey into Robotics: Education and Passion36:41 Practical Robotics Projects for Beginners39:06 Understanding Particle Filters in Robotics40:37 World Models: The Future of AI and Robotics41:51 The Black Box Dilemma in AI and Robotics44:27 Safety and Interpretability in Autonomous Systems49:16 Regulatory Challenges in Robotics and AI51:19 Global Perspectives on Robotics Regulation54:43 The Future of Robotics in Emerging Markets57:38 The Role of Engineers in Modern WarfareKey Insights1. Advanced robotics transcends traditional programming through perception and intelligence. Dymczyk distinguishes between standard robotics that follows rigid, predefined pathways and advanced robotics that incorporates perception and reasoning. This evolution enables robots to make autonomous decisions about navigation and task execution, similar to how humans adapt to unexpected situations rather than following predetermined scripts.2. Camera-based sensing systems mirror human biological navigation. SevenSense Robotics builds "eyes and brains" for mobile robots using multiple cameras (up to eight), IMUs (accelerometers/gyroscopes), and wheel encoders that parallel human vision, inner ear balance, and proprioception. This redundant sensing approach allows robots to navigate even when one system fails, such as operating in dark environments where visual sensors are compromised.3. Edge computing dominates industrial robotics due to connectivity and security constraints. Many industrial applications operate in environments with poor connectivity (like underground grocery stores) or require on-premise solutions for confidentiality. This necessitates powerful local processing capabilities rather than cloud-dependent AI, particularly in automotive factories where data security about new models is paramount.4. Safety regulations create mandatory "kill switches" that bypass AI decision-making. European and US regulatory bodies require deterministic safety systems that can instantly stop robots regardless of AI reasoning. These systems operate like human reflexes, providing immediate responses to obstacles while the main AI brain handles complex navigation and planning tasks.5. Modern robotics development benefits from increasingly affordable optical sensors. The democratization of 3D cameras, laser range finders, and miniature range measurement chips (costing just a few dollars from distributors like DigiKey) enables rapid prototyping and innovation that was previously limited to well-funded research institutions.6. Geopolitical shifts are driving localized high-tech development, particularly in defense applications. The changing role of US global leadership and lessons from Ukraine's drone warfare are motivating countries like Poland to develop indigenous robotics capabilities. Small engineering teams can now create battlefield-effective technology using consumer drones equipped with advanced sensors.7. The future of robotics lies in natural language programming for non-experts. Dymczyk envisions a transformation where small business owners can instruct robots using conversational language rather than complex programming, similar to how AI coding assistants now enable non-programmers to build applications through natural language prompts.

Karl and Erum kick off 2026 with deep reflections on prosperity, consciousness, and the idea that we might be living in a simulation. But the real focus is on a concept that could make or break biotech companies: orchestration. They dive into why most biotech innovations outside of pharma struggle to commercialize and introduce the idea of value chain syndication—bringing together innovators, manufacturers, investors, and big incumbents to create entire ecosystems rather than just individual deals. Using examples like K18 Hair's marketing orchestration and the urgent need to replace Red Dye 40, they break down how founders can architect strategic "seed deals" that build toward transformative industry shifts. This isn't about traditional sales or business development—it's about becoming the center of an ecosystem that includes everyone from ingredient suppliers to end customers. With tailwinds from geopolitical changes, supply chain concerns, and increasing demand for bio-based solutions, the time for orchestration is now. Whether you're a founder trying to scale or a big company looking to innovate, this episode shows you how to think bigger than your own company and build the infrastructure for a bio-based future.Grow Everything brings the bioeconomy to life. Hosts Karl Schmieder and Erum Azeez Khan share stories and interview the leaders and influencers changing the world by growing everything. Biology is the oldest technology. And it can be engineered. What are we growing?Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.messaginglab.com/groweverything⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Chapters:(00:00:00) - Welcome and New Year reflections from California and Cape Town(00:01:00) - Prosperity, money circulation, and building a better society(00:04:23) - Consciousness, simulation theory, and the philosophy of everything(00:09:00) - Why we're replaying the orchestration episode(00:10:00) - What is orchestration and why it's not just sales or business development(00:15:00) - Why biotech companies struggle to commercialize outside pharma(00:18:00) - Value chain syndication and manufacturing orchestration explained(00:20:00) - Seed deals: How to start small and build toward the big picture(00:22:00) - The Red Dye 40 case study: Architecting an ecosystem for change(00:27:00) - Why founders need to think differently and become deal architects(00:31:00) - Why now? Geopolitical and economic tailwinds for biomanufacturing(00:34:00) - Risks, rewards, and the 5-10 year arc of ecosystem building(00:37:00) - Final reflections and how to get started with orchestrationLinks and Resources:MessaginglabNational Security Commission on Emerging Biotechnology's Report: Charting the Future of BiotechnologyRed Dye ban153. Ghosts of Biotech Past: Veronica Breckenridge's Playbook for Smarter Scaling149. Beyond Capital: Phil Morle of Main Sequence Ventures on Collaboration as the New Competitive Edge120. Busting Biotech's Bottlenecks: Veronica Breckenridge on the Path to Industrial Scale26. Breaking Bad Hair Habits with Biology: Suveen Sahib's K18 Rescues Your StrandsStar Talk Neil deGrasse TysonTopics Covered: biotech, CPG, business models, industry, bacterial cellulose, fermentationHave a question or comment? Message us here:Text or Call (804) 505-5553 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  / ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ / ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ / ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ / ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Grow Everything⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email: groweverything@messaginglab.comMusic by: NihiloreProduction by: Amplafy Media

Meta bets $2 billion acquiring Manus, injecting Chinese AI innovation into its Llama ecosystem. Manus engineers expertise in efficient frontier models strengthens Meta's open-source push. Geopolitical ripple effects spark debate on cross-border AI consolidation.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Garrett Smith discusses how geopolitical shifts and policy changes have radically transformed the defense and A.I. industries over the past few years. European defense Exchange Traded Funds have seen significant gains, and Smith anticipates continued growth in private markets as A.I. competition, particularly between China and the U.S., intensifies. Cybersecurity remains an evergreen opportunity, and Smith believes that deploying cutting-edge technology will deter conflict.======== 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

As 2026 dawns, we look back at a tumultuous year.In this episode of The Diplomat's Asia Geopolitics podcast, Ankit Panda and Katie Putz reflect on 2025, a year dominated by Donald Trump's return to the U.S. presidency and the unspooling of his particular brand of foreign policy across the globe. In Asia, allies and adversaries alike navigated the new regime in Washington, one willing to wield tariffs as a cudgel against both, and walk back threats as often as it made them. Meanwhile, Trump had a propensity to insert itself into distant conflicts and declare lasting peace. In regard to both the India-Pakistan conflict and the conflict between Cambodia and Thailand, what peace has emerged is fragile, with the underlying problems unaddressed and likely to resurface in 2026.

Let's kick the year off with a BANG!!!The world of war in 2026 and what to prep for. Get Prepared with Our Incredible Sponsors! Survival Bags, kits, gear www.limatangosurvival.comEMP Proof Shipping Containers www.fardaycontainers.comThe Prepper's Medical Handbook Build Your Medical Cache – Welcome PBN FamilyPack Fresh USA www.packfreshusa.comSupport PBN with a Donation https://bit.ly/3SICxEq

Geopolitical tension between the United States and Venezuela is quietly pushing up insurance, energy, and construction costs, raising the true price of property ownership across America without ever showing up in home prices.—Ready to kill the rat race?This free ⁠"Beginner's Guide to Real Estate Investing in 2025" will show you exactly how to start, even if you're broke, busy, or scared to death of losing a dime.It's short. It's simple. It's real.Download now: https://www.unitedstatesrealestateinvestor.com/freeguide/—Helping you learn how to achieve financial freedom through real estate investing. https://www.unitedstatesrealestateinvestor.com/

Geopolitical tensions in the Middle East and Eastern Europe have yet to significantly move oil markets, according to Tucker Perkins. While global demand for electricity, particularly from A.I. data centers, is surging, the U.S. power grid is currently unprepared for it. Perkins asserts that natural gas will be the primary energy source to meet this demand in the short term, with nuclear and other alternatives offering longer-term solutions.======== 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

*This episode was recorded in October 2025*This episode with Dr Lev Breydo explores how sovereign debt has evolved into a strategic instrument of power in an era of heightened geopolitical risk. We examine how credit markets, financial infrastructure, and legal design now shape state behaviour, constrain autonomy, and function as tools of coercion below the threshold of open conflict. The discussion looks at political default, sanctions, and the weaponisation of finance, alongside record global debt levels and the growing risks facing emerging and frontier economies. We also unpack the role of the United States at the centre of the global credit system, and how domestic fiscal politics can generate international instability. Finally, the episode considers how artificial intelligence and digital finance may reshape sovereign risk, transparency, and future fault lines in the global financial order.Dr Breydo is a scholar of law, finance, and technology whose research focuses on sovereign debt markets, financial institutions, digital assets, and artificial intelligence. His work examines how legal frameworks and market structures shape power, risk, and governance in the international system, with particular attention to debt distress, sanctions, and the strategic use of financial infrastructure. He engages regularly with policymakers, academics, and market participants on issues at the intersection of geopolitics, financial stability, and emerging technologies.The International Risk Podcast brings you conversations with global experts, frontline practitioners, and senior decision-makers who are shaping how we understand and respond to international risk. From geopolitical volatility and organised crime, to cybersecurity threats and hybrid warfare, each episode explores the forces transforming our world and what smart leaders must do to navigate them. Whether you're a board member, policymaker, or risk professional, The International Risk Podcast delivers actionable insights, sharp analysis, and real-world stories that matter.The International Risk Podcast is sponsored by Conducttr, a realistic crisis exercise platform. Visit Conducttr to learn more.Dominic Bowen is the host of The International Risk Podcast and Europe's leading expert on international risk and crisis management. As Head of Strategic Advisory and Partner at one of Europe's leading risk management consulting firms, Dominic advises CEOs, boards, and senior executives across the continent on how to prepare for uncertainty and act with intent. He has spent decades working in war zones, advising multinational companies, and supporting Europe's business leaders. Dominic is the go-to business advisor for leaders navigating risk, crisis, and strategy; trusted for his clarity, calmness under pressure, and ability to turn volatility into competitive advantage. Dominic equips today's business leaders with the insight and confidence to lead through disruption and deliver sustained strategic advantage.The International Risk Podcast – Reducing risk by increasing knowledge.Follow us on LinkedIn and Subscribe for all our updates!Tell us what you liked!

Episode Summary:In the third part of our 2025 Year in Review, Nick shifts the focus to Asia, exploring the dramatic realignment of US-India relations under Donald Trump's second term.For decades, Washington viewed India as a "natural strategic partner"—a democratic counterweight to China, showered with military aid and technology transfers. But in 2025, that special relationship has collapsed. Drawing on a fascinating analysis by Chinese foreign policy expert Mao Keji, we delve into why Trump has relegated India from "favorite child" to "strategic discard."Is this just Trumpian transactionalism, or a symptom of deeper American anxiety over its own decline? From the impact of tariffs to India's refusal to abandon Russian energy, we examine how the US search for loyal "blood bags" to prop up its hegemony is alienating the very allies it needs most.Plus: Stay tuned for updates on our upcoming live masterclasses for history students launching in January!Key Topics:The Shift: From "Strategic Altruism" to transactional coercion.The Tariff War: How Trump's protectionism hit India harder than almost anyone else.Russian Energy: Why India's refusal to sanction Moscow broke the partnership.The Anxiety of Decline: How American weakness is driving a more aggressive, less strategic foreign policy.Resources:"Favorite Child to Abandoned Pawn" by Mao Keji (Beijing Cultural Review)Explaining History helps you understand the 20th Century through critical conversations and expert interviews. We connect the past to the present. If you enjoy the show, please subscribe and share.▸ Support the Show & Get Exclusive ContentBecome a Patron: patreon.com/explaininghistory▸ Join the Community & Continue the ConversationFacebook Group: facebook.com/groups/ExplainingHistoryPodcastSubstack: theexplaininghistorypodcast.substack.com▸ Read Articles & Go DeeperWebsite: explaininghistory.org Hosted on Acast. See acast.com/privacy for more information.

Professor Matthew Longo. Longo details the geopolitical backdrop of 1989, focusing on Hungarian Prime Minister Miklós Németh. He explains Németh's clash with Romania's Ceaușescu and a pivotal, secret meeting with Gorbachev, where Németh received tacit approval to dismantle the Iron Curtain's physical border defenses. 1960S

Ben provides an update on geopolitics and Q3 GDP data. Today was our final stream on Zoom. Starting next Monday, the 29th, we'll be streaming on YouTube. Link to our channel is below. http://www.youtube.com/@TheMorningMarketBriefingSong: Last Christmas - Taylor SwiftFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Drew Miller- Retired USAF Colonel on The Dangers Of A.I and Rising Geopolitical Tensions.Dr. Drew Miller is the Founder of Fortitude Ranch—the nation's largest survival community—and Managing Director of Fortitude Collapse Preparedness. A retired U.S. Air Force Colonel with decades of experience as an intelligence officer, Dr. Miller also served in the Senior Executive Service at the Pentagon, at the Institute for Defense Analyses, and in corporate planning at ConAgra. He holds a degree from the U.S. Air Force Academy, a Master's, and a PhD in Operations Research from Harvard University. His professional credentials include Certified M&A Advisor, Certified Management Accountant, Certified Financial Planner, and Due Diligence Professional. With expertise in preparedness, strategy, and high-stakes decision-making, Dr. Miller is a leading voice in collapse preparedness and survival.LINK THREAD—https://allmylinks.com/total-disclosure Subscribe to the channel on YouTube—— www.youtube.com/@totaldisclosure Support TY and TDP Studios directly VIA PayPal (No FEES)— https://www.paypal.me/TDPstudios767?locale.x=en_US YOUTUBE MEMBER—-https://www.youtube.com/channel/UCy2Cra7aLAAMVxkA9rSYCxg/join PATREON MEMBER—https://www.patreon.com/Total_Disclosure?fan_landing=true&view_as=public Follow On X—- Www.X.com/@DisclosurePod Instagram—- www.instagram.com/DisclosurePod Facebook----Facebook.com/@ty.totaldisclosure SPONSORED LINKS & SERVICES USED BY TOTAL DISCLOSURE USE OUR CODE AND SIGN UP FOR TUBE-BUDDY TO START UTILIZING THEIR AMAZING TOOLS, LET TUBE BUDDY DO THE WORK FOR YOU!-——https://www.tubebuddy.com/POP Sign Up for VIDIQ and Get Tons of Creator Content Tools, SEO Boosts, Keyword Scores, Title Suggestions, & So much MORE! VIDIQ can be integrated seamlessly into your Browser and Youtube Channel, Start utilizing this tool now, Sign up with TDP's—— Link-www.VIDIQ.com/TotalDisclosure 

On Episode 758 of The Core Report, financial journalist Govindraj Ethiraj talks to Sandip Agarwal, Fund manager at Sowilo Investment Managers LLP as well as Parizad Sirwalla, Partner and National Head – Tax, Global Mobility Services, KPMG in India.SHOW NOTES(00:00) Stories of the Day(01:09) The markets are up as FIIs step in for some late or early buying(11:28) Why an appreciating Thai Baht should concern us all(13:16) The surprise market that beat Wall Street in 2025(14:10) Geopolitical tensions drive up oil and gold prices(17:09) India-New Zealand sign third FTA for India this yearRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠

HOSTAGE CRISIS AND THE DESERT ONE TRAGEDY Colleague Craig Unger. Author Craig Unger discusses the 1980 "Desert One" rescue failure, a tragedy that crippled President Carter's re-election chances. He explains the geopolitical context, including the Shah's overthrow, the student-led embassy takeover, and the strained relationship between Carter and Israeli Prime Minister Menachem Begin amidst regional instability. NUMBER 1

Niels and Cem reflect on a year marked by concentration, confidence, and growing structural fragility beneath calm markets. They examine extreme positioning, record low cash levels, and the quiet dominance of reflexive flows over fundamentals. Cem challenges common readings of volatility, explains where real fear hides in options markets, and outlines why tail exposure becomes critical late in cycles. The discussion broadens into portfolio construction, questioning the legacy of 60/40 investing and the illusion of diversification built during falling-rate decades. Grounded in history, market structure, and political cycles, this conversation offers a disciplined framework for navigating regimes where leverage, policy, and inequality quietly redefine risk.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 00:00 - Introduction to the Systematic Investor Series00:49 - Geopolitical tensions beneath the surface of markets02:07 - Extreme bullish sentiment and record low cash levels04:12 - Margin use, positioning, and why this setup is fragile06:07 - Why the VIX fails as a true fear indicator11:48 - Buffett's concentration and risk management through quality16:27 - Leverage, Sharpe ratios, and misunderstood diversification21:02 - Trend following performance and late year positioning23:48 - Positioning, reflexivity, and market microstructure28:25 - Volatility traps and convexity before stress events31:06...

Do institutions like the UN, NATO, and the G7 still matter in a world that's rapidly shifting toward multipolarity? Jay sits down with geopolitical analyst Glenn Diesen to unpack the decline of Western-led institutions, the rise of geoeconomic blocs, and why outdated power structures are fueling global instability. Connect with Glen: https://www.youtube.com/@GDiesen1 https://x.com/Glenn_Diesen Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26. Tickets: https://VRICMedia.com Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 – Do global institutions like the UN, NATO, and G7 still matter? 01:00 – Geopolitical vs. geoeconomic blocs in a multipolar world 02:30 – Why the post-WWII system is breaking down 05:45 – The decline of Western power and institutional legitimacy 07:00 – G7 vs. BRICS: relevance and shifting economic gravity 08:40 – The idea of a new “Core Five” global powers 10:00 – The Monroe Doctrine: origins vs. modern reinterpretation 13:20 – Great power agreements and the risk of major war 16:00 – NATO expansion and the roots of today's conflicts 19:30 – Power distribution, realism, and why institutions fail 23:30 – Venezuela, oil, and U.S. strategy in the Caribbean 29:10 – Resource control, sanctions, and economic warfare 37:00 – Ukraine's minerals deal and modern resource colonialism 45:00 – State capitalism and critical minerals as national security 51:00 – Why the Arctic is becoming the next geopolitical hotspot 57:30 – Trade routes, the Northern Sea Route, and future flashpoints Copyright © 2025 Cambridge House International Inc. All rights reserved.

Economist George Economou joins us today to share why stocks and gold are soaring in the modern global market. He talks about his global outlook on markets amid rising economic and geopolitical uncertainty, AI-driven growth narratives, stock buybacks, and deep investor anxiety fueled by a multipolar world. We also chat on trade tensions, and escalating conflicts across the globe. He explained how falling interest rates continue to prop up U.S. and European stocks despite stretched valuations, why gold is surging as central banks and investors hedge geopolitical risk, and why tariffs are unlikely to succeed economically over the long run. We discuss...  George Economou outlined his background as a Greece-based macroeconomist, financial consultant, academic, and economics educator. Rising tariffs, shifting trade policies, and the growing independence of BRICS nations are major sources of macro instability. Europe is particularly vulnerable, with echoes of pre-2008 risks despite strong headline equity performance. U.S. equity markets are being driven by AI-led profit growth, excess liquidity, and falling interest rates rather than pure fundamentals. European equity strength is largely attributed to corporate stock buybacks rather than underlying economic health. Falling interest rates globally were highlighted as a key driver pushing investors away from bonds and into equities. Gold prices were said to be surging due to geopolitical uncertainty and aggressive central bank accumulation, especially by BRICS nations. Geopolitical risks involving Russia–Ukraine, the Middle East, and China–Taiwan are central drivers of market anxiety. Tariffs are a political tool aimed at reshoring U.S. production, but one that economic theory suggests will be inefficient long term. AI investment is comparable to early smartphone adoption, requiring heavy upfront spending before productivity gains become visible. CEOs' frustration with AI returns is linked to poor implementation rather than a lack of long-term potential. Extremely high global equity valuations are attributed to investors avoiding bonds and real estate due to unattractive risk-reward dynamics. Sustained market valuations is questioned, with the warning that expensive assets eventually decline when buyers step away. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Diana Perkins | Trading With Diana 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 For more information, visit the show notes at https://moneytreepodcast.com/stocks-and-gold-are-soaring-george-economou-774 

Charles is joined by Kathryn Rooney Vera, Stonex Chief Market Strategist to discuss inflation and market leadership as potential market blind spots, the changing dynamics of the AI trade, and opportunities for investors to diversify their portfolios. Learn more about your ad choices. Visit podcastchoices.com/adchoices

MacroVoices Erik Townsend & Patrick Ceresna welcome, Robert Kahn. They will discuss all things geopolitics, from Tariffs to mid-term elections to the price of crude oil to who will be the next Fed chair https://bit.ly/4s9t21C  

In this episode of The Daily, we explore the historic downturn in the trucking market where compliant carriers are struggling against rates that have fallen well below operating costs. We examine claims that labor arbitrage and CDL fraud are tilting the playing field by allowing non-compliant fleets to undercut the market. We also investigate a potential regulatory ticking time bomb as the administration considers rescheduling marijuana, a move that could inadvertently strip the DOT of its authority to test drivers. With marijuana accounting for nearly 60% of positive drug tests, the industry is urgently pushing for a safety carve-out to prevent liability risks. Global operations are facing their own chaos, illustrated by FedEx struggling to manage pilot accommodations after grounding its MD-11 fleet during peak season. On the ocean side, carriers like Maersk and Hapag-Lloyd are dropping Baltimore from key services, citing the risks associated with the long transit up the Chesapeake Bay. Geopolitical tensions are also rising as a massive sale of global port assets has stalled because China is demanding a controlling interest in Panama Canal facilities. This move highlights the growing struggle for control over critical trade choke points in the global supply chain. Finally, we look at how technology is stepping in to help fleets build resilience, from Nirvana Insurance raising $100M to create an AI-driven operating system for risk management. We also discuss a new partnership between OTR Solutions and SONAR that embeds real-time rate intelligence directly into carrier workflows to help them negotiate with confidence. Learn more about your ad choices. Visit megaphone.fm/adchoices

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar breaks down mixed global market moves as investors weigh delayed U.S. jobs data and rising hopes for future Fed rate cuts ahead of key CPI figures. Geopolitical tensions lift oil prices following new U.S. action on Venezuela, while Tesla and Amazon rally on AI-driven optimism. Europe and Asia react to soft inflation, strong exports, and blockbuster tech IPOs, as crypto adoption advances despite falling memecoin hype.

Tara dives into today's most explosive political and global stories: Susie Wiles' eleven Vanity Fair hits and the fallout on Trump allies ⚡ Trump's intervention in Venezuela-Iran oil trade and defense against assassination plots

Tara breaks down Trump's bold move to block Venezuelan and Iranian oil tankers, exposing a tangled web of global oil trade, sanctions, and political funding. From Democrat-backed street protests to Iran's assassination attempts on Trump allies, this episode explains the real reasons behind Trump's actions — and why they matter for American national security and economic sovereignty.

Tara dives into Susie Wiles' controversial Vanity Fair interviews, exposing how her actions could undermine Trump allies, protect the deep state, and influence upcoming elections. From JD Vance to Trump's legal battles, she orchestrated a strategic media assault. Plus, a deep look at Trump's enforcement of oil sanctions on Venezuela and Iran, cutting off Democrat funding for street protests and defending American soil.

Risk has always been part of doing business. What has changed is its scale, speed, and interconnected nature. In this episode, Sean Martin and Marco Ciappelli are joined by Megha Kumar, Chief Product Officer and Head of Geopolitical Risk at CyXcel, to explore how organizations can think more clearly about digital risk without becoming paralyzed by complexity.Kumar shares how digital resilience is no longer a technical problem alone. Regulations, infrastructure dependencies, geopolitical tensions, supply chain exposure, and emerging technologies such as AI now converge into a single operational reality. Organizations that treat these as isolated issues often miss the real picture, where one decision quietly amplifies risk across multiple domains.A central theme of the conversation is proportion. Kumar emphasizes that risk management is not about eliminating uncertainty, but aligning effort with value. Not every threat matters equally to every organization. Understanding who you are, where you operate, and where you are going determines which signals deserve attention and which are simply noise.The discussion also reframes geopolitics as a daily business concern rather than a distant policy issue. Companies operate inside global power dynamics whether they acknowledge it or not. Technology choices, supplier relationships, and market expansion decisions increasingly carry political and regulatory consequences that surface quickly and without warning.Rather than advocating for massive new departments or rigid frameworks, Kumar outlines a practical approach. Organizations can decide whether to avoid, mitigate, transfer, or tolerate risk, then revisit those decisions as conditions change. This mindset supports growth and innovation while avoiding the false comfort of static checklists.The episode closes on culture. Effective risk management depends on listening across roles, disciplines, and seniority. Internal dissent, diverse viewpoints, and external validation are presented as assets, not obstacles. In a world where uncertainty is constant, resilience comes from clarity, not control.Learn more about CyXcel: https://itspm.ag/cyxcel-922331Note: This story contains promotional content. Learn more.GUESTMegha Kumar, Partner, Chief Product Officer & Head of Geopolitical Risk at CyXcel | On LinkedIn: https://www.linkedin.com/in/drmeghakumarcyxcel/RESOURCESLearn more and catch more stories from CyXcel: https://www.itspmagazine.com/directory/cyxcelAre you interested in telling your story?▶︎ Full Length Brand Story: https://www.studioc60.com/content-creation#full▶︎ Spotlight Brand Story: https://www.studioc60.com/content-creation#spotlight▶︎ Highlight Brand Story: https://www.studioc60.com/content-creation#highlight Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia's Jensen Huang and the AI Revolution: Colleague Brandon Weichert praises Nvidia's Jensen Huang as a pivotal geopolitical figure driving the AI revolution, comparing AI's growth to the railroad boom and predicting long-term economic benefits and massive opportunities for construction and energy sectors as the US builds infrastructure to support data centers. 1938

La Scala's Season Opening and Milan's Christmas Atmosphere: Colleague Lorenzo Fiori describes attending the season opening at La Scala, featuring a dramatic Russian opera that audiences connected to current geopolitical tensions, also noting the festive Christmas atmosphere in Milan and Prime Minister Meloni's continued, albeit non-military, support for Ukraine. 1957

PREVIEW — Brandon Weichert — Jensen Huang and Nvidia's Geopolitical Influence. Weichert identifies Nvidia CEO Jensen Huang as potentially America's most consequential and strategically important technology tycoon, arguing he now surpasses Elon Musk in direct geopolitical influence and institutional power to shape American foreign policy and national security priorities. Weichert suggests that Huang's desire to expand semiconductor chip sales into Chinesemarkets is systematically influencing the Biden administration to soften its national security rhetoric and shift from hawkish threat characterization to dovish diplomatic accommodation regarding Beijing, potentially subordinating American strategic autonomy to Nvidia's commercial interests and market access imperatives. 1958

PREVIEW. The Geopolitical "Trade" in Ukraine — Judy Dempsey — Dempsey describes an emerging diplomatic scenario wherein Ukraine would receive guaranteed, expedited membership into the European Union—effectively "jumping the line" ahead of other candidate nations—in exchange for ceding the Donbas territory in Eastern Ukraine to Russiancontrol, creating a complex geopolitical and ethical dilemma transcending traditional security calculations. Dempseyemphasizes that European Union membership represents a coveted strategic "prize" that Ukraine might otherwise fail to qualify for due to documented institutional corruption, governance deficiencies, and rule-of-law concerns requiring substantial reform. However, Dempsey stresses that officially surrendering sovereign territory violates the foundational principle of territorial integrity, constituting a "bitter pill to swallow" for Ukrainian nationalism and democratic legitimacy. Dempsey acknowledges historical precedent for EU admission of divided nations, specifically citing Cyprus's 2004 admission despite ongoing partition between Greek and Turkish communities. Dempsey documents significant Ukrainian and European concern that the Trump administration cannot be trusted to honor commitments and may unilaterally "sideline Ukraine," negotiating bilateral deals directly with Russia behind President Zelensky's back, thereby undermining Ukrainian negotiating leverage and European institutional voice in the settlement process. 1890 BLACK SEA RUSSIAN FLEET