Podcasts about geopolitical

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Best podcasts about geopolitical

Show all podcasts related to geopolitical

Latest podcast episodes about geopolitical

The John Batchelor Show
S8 Ep220: 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,

The John Batchelor Show

Play Episode Listen Later Dec 20, 2025 11:50


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

Top Traders Unplugged
SI379: The Illusion of Safety in a Fully Invested Market ft. Cem Karsan

Top Traders Unplugged

Play Episode Listen Later Dec 20, 2025 70:35 Transcription Available


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...

The Jay Martin Show
Glenn Diesen: The End of NATO & G7 and The Rise of The Core 5

The Jay Martin Show

Play Episode Listen Later Dec 20, 2025 64:27


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.

Money Tree Investing
Why Stocks and Gold Are Soaring in a World Full of Risk with George Economou

Money Tree Investing

Play Episode Listen Later Dec 19, 2025 48:07


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 Payne's Unstoppable Prosperity Podcast
Charles' Take: Future of Geopolitical Relations in South America

Charles Payne's Unstoppable Prosperity Podcast

Play Episode Listen Later Dec 19, 2025 6:10


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

Macro Voices
MacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026

Macro Voices

Play Episode Listen Later Dec 18, 2025 76:58


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  

FreightCasts
The Daily | December 18, 2025

FreightCasts

Play Episode Listen Later Dec 18, 2025 5:47


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

FreightWaves NOW
The Daily | December 18, 2025

FreightWaves NOW

Play Episode Listen Later Dec 18, 2025 5:17


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

Stanford Brown's Market Insights
SB Talks: Annual Investment Wrap-Up, Key Themes and What to Expect in 2026

Stanford Brown's Market Insights

Play Episode Listen Later Dec 18, 2025 29:28


Join us for a special episode of SB Talks, as CEO Vincent O'Neill sits down with CIO Nick Ryder who shares insights from his 2026 Investment Outlook. From the resilience of global growth in 2025 to the surprising twists in U.S. and European markets, Nick unpacks what played out as expected, and what didn't. Together they dive into five critical themes shaping the year ahead: The fusion of national security and industrial policy The AI boom (and bubble concerns) Gamification of investing Japan's corporate renaissance Geopolitical undercurrents Get Nick's strategic take on where markets are headed and the risks that could shift the investment landscape. From equity performance and bond market dynamics to the real implications of the AI revolution, this episode offers clarity and perspective for navigating 2026 with confidence.   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

Real Vision Presents...
Rising Unemployment, Oil Tensions, and AI-Driven Market Moves: PALvatar Market Recap, December 17 2025

Real Vision Presents...

Play Episode Listen Later Dec 17, 2025 5:12


⬜ 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.

The Tara Show
Full Show - “Global Chaos, Political Damage & Trump's Defense: From Susie Wiles to Venezuela”

The Tara Show

Play Episode Listen Later Dec 17, 2025 119:53


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

The Tara Show
“Trump vs the Venezuela-Iran Oil Nexus: Cutting Off Democrat Funding” ⛽

The Tara Show

Play Episode Listen Later Dec 17, 2025 7:03


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.

The Tara Show
H4: “Susie Wiles' Eleven Vanity Fair Hits & Trump's Oil Defense: Political Damage Unleashed”

The Tara Show

Play Episode Listen Later Dec 17, 2025 30:55


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.

The Core Report
#754 Markets Need 2 Cues To Turn Around

The Core Report

Play Episode Listen Later Dec 17, 2025 29:07


On Episode 754 of The Core Report, financial journalist Govindraj Ethiraj talks to Biswapriya Bhattacharjee, Director, B2B and Technology- South Asia, Kantar as well as Connor Hill, Global Director Circular and Sustainable Living, IKEA.SHOW NOTES(01:00) Markets need two cues to turn around, they are not in sight(02:06) The rupee turns around after the RBI goes on attack mode(04:12) Let this sink in: Silver is up 128% this year(05:43) Geopolitical tensions center around Venezuela with US blockades, oil prices rise. The IEW Segment(08:43) There are over 300 million digital only consumers of media, what does that mean?(17:55) Youth world over want more recyclable materials, how are companies like IKEA responding to that?Register 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

Asia Centric by Bloomberg Intelligence
Goldman Tips Asia To Outpace The US Again In 2026

Asia Centric by Bloomberg Intelligence

Play Episode Listen Later Dec 17, 2025 35:24 Transcription Available


Geopolitical risk is often seen as a market threat, yet the rivalry between Washington and Beijing is driving a wave of investment opportunities. The US push for re-industrialization is boosting demand for Asian exports in sectors such as shipbuilding, power generation and semiconductors while China’s investment in "new productive forces" accelerates its high-end manufacturing upgrade. Timothy Moe, chief Asia-Pacific equity strategist at Goldman Sachs, joins John Lee on the Asia Centric podcast. Moe explains why technology will remain a dominant theme in 2026 and why the firm is overweight Asia ex-Japan, forecasting the region will outperform the US and Europe. He also details why South Korea remains his top pick, citing 35% projected earnings growth and reasonable valuations, and outlines the rationale for his recent upgrade of India. This will also be our last episode for 2025 and we will re-commence on January 8 with a new line up of exciting speakers.See omnystudio.com/listener for privacy information.

ITSPmagazine | Technology. Cybersecurity. Society
Mastering The Art of Risk Management Without Losing Your Mind | A CyXcel Brand Story Conversation with Megha Kumar, Partner, Chief Product Officer & Head of Geopolitical Risk

ITSPmagazine | Technology. Cybersecurity. Society

Play Episode Listen Later Dec 16, 2025 44:13


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.

IBKR Podcasts
Is Geopolitics Losing Its Market Impact?

IBKR Podcasts

Play Episode Listen Later Dec 16, 2025 10:13


Geopolitical tensions remain elevated across the globe, yet markets appear surprisingly calm. Erik Norland of CME Group joins IBKR Podcasts to explore whether investors are becoming desensitized to conflict, how inflation and central bank policy are reshaping risk, and why gold and commodities may be telling a different story.

Talking Transports
Finding Out What's Going On With Shipping

Talking Transports

Play Episode Listen Later Dec 16, 2025 46:08 Transcription Available


Geopolitical tensions, a fractured regulatory landscape and shifting trade patterns are reshaping the maritime industry in ways not seen in decades. In this episode of the Talking Transports podcast, maritime historian and former merchant mariner, Sal Mercogliano, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to break down the forces redefining global shipping. Mercogliano discusses the risks surrounding the Red Sea and Suez Canal, the rise of the shadow fleet and the challenges facing the IMO’s ambitious decarbonization goals. He also examines US shipbuilding ambitions, Jones Act reform and the critical role of the Merchant Marine in national security. Mercogliano shares insights from his seafaring career, his academic work and his popular YouTube channel, offering a wide-angle perspective on the future of maritime trade.See omnystudio.com/listener for privacy information.

All Things Internal Audit
Risk in Focus 2026: Three Trends Auditors Can't Ignore

All Things Internal Audit

Play Episode Listen Later Dec 16, 2025 20:54


The Institute of Internal Auditors Presents: All Things Internal Audit Deborah Poulalion and Brian Tremblay unpack the top three risks from the 2026 Risk in Focus report: geopolitical uncertainty, digital disruption, and cybersecurity. They discuss why these risks are rising, how internal audit can approach "hard-to-audit" areas, and how to use Risk in Focus to drive stronger conversations with leadership. For a global perspective, read insights from audit leaders in the article 'Risk Around the World.' HOST: Deborah Poulalion Senior Manager, Research & Insights, The IIA   GUEST: Brian Tremblay, CIA, CISA Vice President of Internal Audit, V2X Member, Internal Audit Foundation, Committee of Research and Education Advisors KEY POINTS: Introduction [00:00–00:00:32] The Foundation's Research [00:00:32–00:01:32] Using the North American Report & Board Briefing [00:01:32–00:02:29] Geopolitical and Macroeconomic Uncertainty [00:02:29–00:07:01] Digital Disruption and AI Risk [00:07:01–00:12:13] Cybersecurity: Still the Top Risk [00:12:13–00:18:03] Final Takeaways: Going Deeper on Complex Risks [00:18:03–00:19:41] Closing Thoughts and Where to Access Risk in Focus [00:19:41–00:20:12] IIA RELATED CONTENT:  Interested in this topic? Visit the links below for more resources: Risk in Focus 2026 'Risk Around the World' — Internal Auditor Magazine (December Issue) 2026 Fraud Unmasked Virtual Conference All Things Internal Audit: Navigating Sustainability Regulations Global Perspectives & Insights: Sustainability Tool: Assessing Sustainability Readiness Visit The IIA's website or YouTube channel for related topics and more. Follow All Things Internal Audit: Apple Podcasts Spotify Libsyn Deezer

Confluence Podcasts
Bi-Weekly Geopolitical Report – The 2026 Geopolitical Outlook (12/15/2025)

Confluence Podcasts

Play Episode Listen Later Dec 15, 2025 21:59 Transcription Available


In this episode, members of the Confluence Macroeconomic Team sit down with Phil Adler to assess the geopolitical outlook for 2026. Six big picture trends that are guideposts for Confluence's investment recommendations are discussed including stablecoins, spheres of influence, and data centers. 

The John Batchelor Show
S8 Ep181: 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 t

The John Batchelor Show

Play Episode Listen Later Dec 13, 2025 8:49


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

The John Batchelor Show
S8 Ep181: 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 ben

The John Batchelor Show

Play Episode Listen Later Dec 13, 2025 8:55


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

Privateer Station: War In Ukraine
War in Ukraine, Analytics. Day 1383: Trump is Ready to Hit Zelensky with Sanctions. Arestovych, Shelest.

Privateer Station: War In Ukraine

Play Episode Listen Later Dec 13, 2025 54:56 Transcription Available


The John Batchelor Show
S8 Ep179: 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

The John Batchelor Show

Play Episode Listen Later Dec 12, 2025 1:59


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

Alpha Exchange
Mark Rosenberg, Founder and Co-Head, Geoquant

Alpha Exchange

Play Episode Listen Later Dec 12, 2025 55:04


Risk generally falls into 4 categories, monetary (Central Banks), economic (growth and profits), financial (leverage, carry and correlation) and finally, geopolitical. This last category is non-market, market risk.  And in this context, it was a pleasure to welcome Mark Rosenberg, Founder of GeoQuant and adjunct professor at UC Berkeley to the Alpha Exchange for a discussion centered on political risk as a measurable market variable.Mark's work evaluates how governance, social instability, institutional stress, and security dynamics influence asset pricing. Tracing his path from academia to his time at Eurasia Group, he describes the gap that existed in country-risk assessment—macroeconomic indicators were abundant, yet political inputs remained qualitative, backward-looking, and infrequent. His motivation for launching GeoQuant followed the belief that political dynamics could be structured into model-based, data-driven signals rather than anecdotes, expert impressions, or slow annual indicators.GeoQuant separates political risk into governance, social, and security components, drawing from quantitative indicators, news-driven updates, and structural model frameworks. Geopolitical risk conjures referendums like Brexit, countries like Russia, China and Iran, conflicts like trade wars and actual wars. The United States does not come to mind. But looking ahead to the 2026 midterm cycle, Mark describes a US landscape defined by elevated turnover risk, the potential for policy conflict, and a political structure capable of generating prolonged uncertainty, a risk factor that may not be sufficiently priced into assets.I hope you enjoy this episode of the Alpha Exchange, my conversation with Mark Rosenberg.

Macro Hive Conversations With Bilal Hafeez
Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade

Macro Hive Conversations With Bilal Hafeez

Play Episode Listen Later Dec 12, 2025 28:57


Ken Tropin is a legend in the macro space. He is the Chairman and the founder of Graham Capital Management (GCM) - $20bn fund. Ken founded GCM in 1994 and has grown the firm into an industry leading alternative investment manager focusing on global macro discretionary and quantitative hedge fund strategies. Prior to founding GCM, Ken had significant experience in the alternative investment industry, including five years (1989 to 1993) as President and Chief Executive Officer of John W. Henry & Company, Inc. and seven years (1982 to 1989) as Senior Vice President and Director of Managed Futures at Dean Witter Reynolds. In this podcast we discuss:  Investment philosophy  Differentiation from multi-strat funds  Talent recruitment strategy; NY office  Fed outlook   Term premium as underpriced   US deficit concerns and duration risk in long-end rates  AI and technology   Global central bank divergence   Inflation pressures  Private credit   Dollar view  Geopolitical risks  Robin Hood Foundation  

Behind The Mindset
The Geopolitical Shift Nobody Sees Coming | Dmitri Alperovitch

Behind The Mindset

Play Episode Listen Later Dec 12, 2025 92:54


Today we sit down with Dmitri Alperovitch — co-founder of CrowdStrike, leading cybersecurity expert, geopolitical strategist, and author of World on the Brink.Dmitri has advised governments, predicted Russia's invasion of Ukraine, and is one of the world's leading thinkers on cyber warfare, China's rise, and the global fight for technological dominance.This conversation breaks down:-How China steals IP and accelerates its rise-The real reason Taiwan is the most important place on earth-How TSMC and semiconductor manufacturing shape global power-The new Cold War unfolding through cyber, AI, and economics-How CrowdStrike was built, scaled, and survived existential threats-The truth about nation-state hacking — China, Russia, Iran, North Korea-What the next decade of global conflict and innovation looks likeIf you care about entrepreneurship, global politics, cybersecurity, or the future of AI, this is a must-watch episode.Follow Jared and stay connected:https://www.instagram.com/jaredgoetzThe Jared Goetz Show is where we go deeper. We don't just talk about achievements—we explore the heart, the mindset, and the sparks that drive extraordinary journeys. If you want the unfiltered truth behind success, you're in the right place.Learn more About Dimitri and 'World on the Brink' https://worldonthebrink.com/00:00 — Introduction00:14 — Introduction: Who is Dmitri Alperovitch?01:21 — China's stolen IP and the greatest transfer of wealth in history02:35 — Dmitri's background & how CrowdStrike was born04:33 — Competing with McAfee and building better cybersecurity06:15 — The power of combining technical + sales skills07:19 — Why every employee should be in “sales mode”08:38 — Messaging: why simplicity wins in tech09:54 — Founding team, early years & surviving startup chaos11:17 — How to prioritize when everything feels urgent12:12 — Habits, routines, and dealing with stress13:25 — Leadership philosophy & hiring A-players14:26 — Building a distributed company (before it was normal)16:49 — Why remote culture helped CrowdStrike scale19:07 — Lessons from being acquired multiple times20:52 — Operational discipline in a distributed team22:38 — Why quarterly in-person offsites matter24:06 — Investors doubted their remote-first model24:30 — When Dmitri knew CrowdStrike was onto something big27:13 — Staying stealth too long & learning the hard messaging lesson28:01 — Nation-state hacking: real threats & real motivations30:34 — How CrowdStrike changed the game in cyber defense35:13 — The competitor that forced their biggest pivot36:10 — Understanding China's cyber units & global espionage39:37 — Why stolen IP does accelerate innovation40:49 — Economic warfare & the new Cold War41:17 — How geopolitics intersected with cyber for Dmitri43:54 — Predicting the Ukraine invasion months before it happened44:04 — Why Dmitri wrote World on the Brink48:28 — Why Taiwan matters: the chip supply chain explained49:07 — How TSMC became the most important company in the world54:02 — The true global risk if Taiwan goes dark59:15 — China's strategic map & the first island chain

Stories to Inspire and Inform
Sg Anon: geo political, Spritual warfare, Awakening, Adrenochrome, Gays Against Groomers etc

Stories to Inspire and Inform

Play Episode Listen Later Dec 12, 2025 61:36 Transcription Available


www.linktr.ee/truthstreamhttps://rumble.com/user/QNewsPatriotLife Wave link https://liveyounger.com/truthstream

Silicon Curtain
899. Putin is Winning the Information War, Plus the Cognitive and Geopolitical Wars

Silicon Curtain

Play Episode Listen Later Dec 11, 2025 38:49


Glen Grant worked as a defence and reform expert in Ukraine working for the Ukrainian Institute for the Future. He is also a Senior Fellow in the UK Institute for Statecraft on Building Integrity Initiative countering Russian influence. Glen graduated from the Royal Military Academy Sandhurst, the Junior Staff Course Warminster and the Joint Staff Defence College at the Royal Naval College Greenwich. ----------LINKS:https://balticsecurity.eu/https://defence-blog.com/ukraines-defense-gaps-threaten-war-effort-says-expert/https://glenhoward.substack.com/p/episode-16-ukraine-at-war-military ----------Silicon Curtain is a part of the Christmas Tree Trucks 2025 campaign - an ambitious fundraiser led by a group of our wonderful team of information warriors raising 110,000 EUR for the Ukrainian army. https://car4ukraine.com/campaigns/christmas-tree-trucks-2025-silicon-curtainThe Goal of the Campaign for the Silicon Curtain community:- 1 armoured battle-ready pickupWe are sourcing all vehicles around 2010-2017 or newer, mainly Toyota Hilux or Mitsubishi L200, with low mileage and fully serviced. These are some of the greatest and the most reliable pickups possible to be on the frontline in Ukraine. Who will receive the vehicles?https://car4ukraine.com/campaigns/christmas-tree-trucks-2025-silicon-curtain- The 38th Marine Brigade, who alone held Krynki for 124 days, receiving the Military Cross of Honour.- The 1027th Anti-aircraft and artillery regiment. Honoured by NATO as Defender of the Year 2024 and recipient of the Military Cross of Honour.- 104th Separate Brigade, Infantry, who alone held Kherson for 100 days, establishing conditions for the liberation of the city.- 93rd Brigade "Kholodnyi Yar", Black Raven Unmanned Systems Battalion ----------DESCRIPTION:Glenn Grant on Ukraine's War: An In-Depth Analysis of Current Geopolitical DynamicsIn this episode, we revisit a conversation with Glen Grant, a defense and reform expert in Ukraine. The discussion highlights the current critical juncture in the Ukraine-Russia conflict, exploring the perceived flip-flopping of U.S. policy favoring Russia under the Trump administration. Glen shares insights on Trump's consistent pro-Russian stance, the potential oligarchic influences guiding global politics, and the effectiveness of Zelensky's leadership. The conversation delves into the operational and strategic challenges facing Ukraine, including issues in human resources, technology adoption, and military procurement. The episode emphasizes the role of civic society in Ukraine's defense efforts and the broader implications for Western defense strategies. Finally, the video includes a segment encouraging donations for purchasing life-saving vehicles for Ukrainian forces.----------CHAPTERS:00:00 Introduction and Guest Background01:12 Current State of the War and US Policy02:16 Trump's Influence and Russian Strategy05:52 Global Oligarchy and Political Manipulation20:19 Ukraine's Internal Challenges25:48 Western Military Preparedness and Drone Warfare37:18 Conclusion and Fundraising Appeal----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtain----------TRUSTED CHARITIES ON THE GROUND:Save Ukrainehttps://www.saveukraineua.org/Superhumans - Hospital for war traumashttps://superhumans.com/en/UNBROKEN - Treatment. Prosthesis. Rehabilitation for Ukrainians in Ukrainehttps://unbroken.org.ua/Come Back Alivehttps://savelife.in.ua/en/Chefs For Ukraine - World Central Kitchenhttps://wck.org/relief/activation-chefs-for-ukraineUNITED24 - An initiative of President Zelenskyyhttps://u24.gov.ua/Serhiy Prytula Charity Foundationhttps://prytulafoundation.orgNGO “Herojam Slava”https://heroiamslava.org/kharpp - Reconstruction project supporting communities in Kharkiv and Przemyślhttps://kharpp.com/NOR DOG Animal Rescuehttps://www.nor-dog.org/home/----------

Heartland Market Talk
Geopolitics Keeping Wheat Traders Alert

Heartland Market Talk

Play Episode Listen Later Dec 11, 2025 5:58


Grains inch higher on solid export sales and Chinese flash buys. Geopolitical risks linger. Dollar weakness lifts metals. Cattle surge on cash trade; hogs continue recovery.

The John Batchelor Show
S8 Ep184: 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

The John Batchelor Show

Play Episode Listen Later Dec 10, 2025 19:40


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

Financial Sense(R) Newshour
The Geopolitical Gold Rush: Singapore's Strategic Ascent (Preview)

Financial Sense(R) Newshour

Play Episode Listen Later Dec 10, 2025 1:54


Dec 9, 2025 – Rising geopolitical tensions are pushing global capital and institutions to seek out safe havens. Enter Singapore—a strategically neutral powerhouse—and gold, the world's ultimate safe-haven asset. The intersection of these two forces...

Heather du Plessis-Allan Drive
Geoffrey Miller: Geopolitical expert talks New Zealand navy ship being shadowed by Chinese vessels

Heather du Plessis-Allan Drive

Play Episode Listen Later Dec 8, 2025 3:51 Transcription Available


A geopolitical expert says it's a good thing a New Zealand navy ship was on its own in waters around East Asia - when it was shadowed by seven Chinese warships. The vessel was patrolling last month as part of international efforts to monitor and restrict North Korea's nuclear and missile activity. The Defence Force says the Chinese ships followed at a safe, professional distance. Geoffrey Miller told Ryan Bridge we'll have to wait and see if there are further repercussions. He says China's usually more offended by joint actions with other Five Eyes countries - so it's probably better our Defence Force was alone. LISTEN ABOVESee omnystudio.com/listener for privacy information.

The Bid Picture - Cybersecurity & Intelligence Analysis

Send Bidemi a Text Message!In this episode, host Bidemi Ologunde unpacks how AI chip diplomacy is reshaping global power, from the UAE's intelligence-tinted partnership with the U.S. to Silicon Valley's high-stakes entanglement with Gulf investors. He explores Saudi Arabia's record-breaking $55 billion leveraged buyout of Electronic Arts, the Kingdom's sweeping mutual defense pact with Pakistan, and its strategic oil lifeline to post-Assad Syria. Along the way, Bidemi connects the dots between technology, finance, and security to show how these moves are rewiring geopolitics across the Middle East, Europe, Asia, and Africa.Support the show

Privateer Station: War In Ukraine
War in Ukraine, Analytics. Day 1376: Zelensky's Power is Collapsing. What's Next? Arestovych, Shelest.

Privateer Station: War In Ukraine

Play Episode Listen Later Dec 7, 2025 50:52 Transcription Available


The John Batchelor Show
S8 Ep164: Honduras Election Chaos: Leftist Defeat and Geopolitical Implications — Evan Ellis — Ellis analyzes the chaotic Honduran presidential election wherein the ruling leftist Libre Party experienced electoral defeat after preliminary projections

The John Batchelor Show

Play Episode Listen Later Dec 5, 2025 12:45


                                     Honduras Election Chaos: Leftist Defeat and Geopolitical Implications — Evan Ellis — Ellis analyzes the chaotic Honduran presidential election wherein the ruling leftist Libre Party experienced electoral defeat after preliminary projections suggested victory. Ellis details the tight electoral race between centrist candidate Nasralla and Trump-endorsed candidate Asfura, warning that the electoral outcome will substantially impact U.S. counter-narcotics cooperation effectiveness and whether Honduras restores diplomatic recognition to Taiwan or maintains China relations. 1866

The John Batchelor Show
S8 Ep164: Caribbean Geopolitical Shifts: Democratic Rightward Movement and Chinese Presence — Evan Ellis — Ellis reports on Caribbean political realignment, including rightward democratic electoral shifts in St. Vincent and expanded Dominican Republic

The John Batchelor Show

Play Episode Listen Later Dec 5, 2025 5:35


Caribbean Geopolitical Shifts: Democratic Rightward Movement and Chinese Presence — Evan Ellis — Ellis reports on Caribbean political realignment, including rightward democratic electoral shifts in St. Vincent and expanded Dominican Republic security cooperation with U.S. military operations in regional counternarcotics and maritime enforcement. Ellis documents China's continued institutional presence throughout the Caribbean through hospital ship deployments and medical assistance programs in Jamaica, coupled with Beijing's political rhetoric opposing American hemispheric interventionism and reasserting Chinese claim to regional geopolitical influence. ST. VINCENT

Unsupervised Learning
Ep 78: Jordan Schneider, Host of China Talk, on AI Race, Key Policy Decisions & Unpacking Geopolitical Chip Tension

Unsupervised Learning

Play Episode Listen Later Dec 5, 2025 73:22


This week on Unsupervised Learning, Jacob Effron is joined by Jordan Schneider, host of China Talk, who challenges widespread assumptions about US-China AI competition. China's AI development is driven by private capital and market competition—not central government planning—with companies like DeepSeek, Alibaba, and ByteDance operating more like Silicon Valley startups than state projects. The critical bottleneck is compute: the West maintains a 10-15x advantage in advanced chips, and US export controls implemented one month before ChatGPT created a structural edge favoring America for years. Chinese companies aggressively open-source models from strategic necessity—they couldn't establish a quality gap justifying paid access like OpenAI. Jordan explains why the "Goldilocks strategy" of controlled chip dependency fails, why expert consensus opposes selling advanced semiconductors to China despite Nvidia's lobbying, and how Taiwan's invasion risk is driven more by domestic politics than AGI scenarios. China's real advantage may emerge in robotics manufacturing at scale, where they're already deploying while the US debates strategy. Inside the Politburo's AI Study Session: https://www.chinatalk.media/p/xi-takes-an-ai-masterclassSubmit your questions to Jacob here: https://docs.google.com/forms/d/1vHBYv0bTT_EgFWTjbKnLr_sn3pZnFmcFGWYVTltKEco/edit (0:00) Intro(1:45) The Chinese AI Ecosystem: Pre and Post ChatGPT(3:45) Government Influence and Private Sector Dynamics(6:40) Venture Funding and Major Players(8:36) Talent and International Collaboration(11:25) Open Source Models and Market Dynamics(15:24) What Role Does The Chinese Government Play?(31:17) US-China AI Policy and Strategic Competition(36:18) The Argument for Selling AI Accelerators(37:02) Risks of Not Selling to China(43:34) Technological Constraints and Huawei's Challenges(51:18) US-China Relations and Taiwan(1:02:46) Quickfire With your co-hosts: @jacobeffron - Partner at Redpoint, Former PM Flatiron Health @patrickachase - Partner at Redpoint, Former ML Engineer LinkedIn @ericabrescia - Former COO Github, Founder Bitnami (acq'd by VMWare) @jordan_segall - Partner at Redpoint

Excess Returns
The Thunderclap That Ends the Cycle | Jim Grant on the Risk No One Sees

Excess Returns

Play Episode Listen Later Dec 4, 2025 60:35


James Grant, legendary founder of Grant's Interest Rate Observer, joins us for a wide-ranging conversation on cycles, interest rates, inflation, credit, the Federal Reserve, private markets, gold, and the future of investing. Grant brings five decades of historical perspective to today's market extremes, explaining why this era of ultra-low interest rates created distortions that will shape returns for years to come — and where patient investors may ultimately find opportunity.Topics Covered• The historical patterns that define major market cycles• Why interest rate cycles unfold over generations• What the 2021 bond market top tells us about the next decade• How inflation behaves like an underground coal fire• The shift from “capitalism without capital” to the “tangible twenties”• Geopolitical tension, military spending, and inflation risk• The Fed's role in shaping today's market distortions• The long-term consequences of QE and financial repression• Private credit, opaque marks, and the fragility beneath the surface• Rising risks inside life insurance balance sheets• Why credit cycles always go further than anyone expects• The challenge of finding long opportunities in today's market• Why liquidity and patience may be the biggest opportunities• Whether the classic 60/40 portfolio still works• Gold as money and why confidence in paper currencies is eroding• Jim Grant's one lesson for the average investorTimestamps00:00 Cycle extremes and market absurdities01:00 Interest rates over generations07:00 Defining major tops and bottoms12:30 Where we are in the current rate cycle14:00 Inflation, armed conflict, and tangible investment18:00 The “tangible twenties” and data center boom19:00 Coal fire inflation analogy20:00 Fed independence, politics, and monetary power25:00 The long shadow of the 2008 crisis30:00 QE, zero rates, and long-term consequences33:00 Housing affordability and locked-in rates34:00 Risks in private credit and opaque marks36:00 How far the credit cycle has progressed38:00 Japan, value investing, and long cycles43:00 Where opportunities exist today47:00 The future of the 60/40 portfolio49:00 Structural risks from low-rate distortions51:00 Freedom, politics, and economic consequences56:00 Gold as money58:00 What Jim Grant believes most investors disagree with59:30 The one lesson Jim Grant would teach the average investor

CNBC’s “Money Movers”
Former CEA Chair Jason Furman, Google's New Coding Deal, Geopolitical Risk as a Buying Opportunity 12/4/25

CNBC’s “Money Movers”

Play Episode Listen Later Dec 4, 2025 42:45


Former CEA Chair Jason Furman argues why the Fed should not cut rates at next week's meeting, despite his expectation they will do so. Then, Google announcing a new deal in the AI coding space. CNBC breaks the news. Plus, are Geopolitical risks a buying opportunity? Goldman Sachs argues just that as tensions between the U.S. and China further escalates. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SolveCast
Why Geopolitical Awareness Matters to David Murrin, Global Forecaster

SolveCast

Play Episode Listen Later Dec 3, 2025 21:40 Transcription Available


Olivia interviews David Murrin, a geopolitical and financial forecaster. Murrin discusses the cyclical nature of empires, asserting that the western world, particularly the United States, is in decline while China rises in power—leading towards inevitable conflict. He emphasizes the importance of recognizing these cycles, addressing political and economic dissonance, and urgently waking up to imminent threats. In the Matters/Not Matters speed round, they discuss topics like military strategy, cryptocurrency, artificial intelligence, and the role of social media. Murrin concludes by urging listeners to educate themselves and actively engage in discussions that shape the future of democracy and freedom.00:21 The Cycles of Empires and Current Geopolitical Climate03:08 America's Decline and Global Implications06:13 Call to Action: Awakening the West09:21 Historical Context and Lessons from Empires12:51 Speed Round: Matters/Not MattersLearn more about David:https://www.davidmurrin.co.uk/This podcast is brought to you by Matters.com. (Formerly Solvecast.)A new social media and collaboration platform - launching soon. Join thousands getting the Matters.com newsletter — world news, fresh perspectives, and early beta access.

Badlands Media
Badlands Daily: 12/2/25 – Tariffs, SNAP Fraud, Media Meltdowns, and the New Geopolitical Chessboard

Badlands Media

Play Episode Listen Later Dec 2, 2025 125:13


CannCon and Ghost break down Trump's surging tariff revenue and what it means for taxes, trade, and the global balance of power. They dig into explosive SNAP fraud data showing thousands of liquor and smoke shops approved for EBT under Biden, exposing how the system has been weaponized and why accountability is nonexistent. The hosts torch the media meltdown over Trump's new “media bias monitor,” react to DOJ overreach and lawmakers' seized phone records, and call out the “seditious six” pushing dangerous messaging to the military. The episode wraps with fast-moving geopolitics, from Venezuela and cartel corruption to Ukraine's reckless drone strikes near Turkey, showing how global narratives are shifting in real time.

The Dividend Cafe
Monday - December 1, 2025

The Dividend Cafe

Play Episode Listen Later Dec 1, 2025 12:37


Today's Post - https://bahnsen.co/3Xtosgp Market Updates, Bitcoin Correlations, and Policy Discussions: Post-Thanksgiving Report In this edition of Dividend Cafe, we recap the recent market activity and its fluctuations following Thanksgiving. Key points include the Dow's drop of 427 points, mixed performance across major indices, and a significant contrast between top-performing and worst-performing sectors. We also highlight Bitcoin's recent correlation breakdown with the Nasdaq, the potential economic impact of Japanese bond yields on cryptocurrencies, and the ongoing foreign appetite for U.S. financial markets. Additionally, the episode covers updates on the Russia-Ukraine war, Affordable Care Act subsidies, significant upcoming Supreme Court hearings, and notable figures in the Federal Reserve's future. For detailed charts and more information, visit DividendCafe.com. 00:00 Welcome and Market Recap 01:05 Market Indices Performance 02:41 Foreign Appetite for US Securities 03:51 Bitcoin and Cryptocurrency Insights 05:51 Geopolitical and Policy Updates 07:40 Economic Indicators and Housing Market 08:38 Federal Reserve and Interest Rates 09:46 Energy Sector and Predictions 10:12 Conclusion and Upcoming Topics Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The John Batchelor Show
S8 Ep127: Unorthodox Ukraine Diplomacy and Geopolitical Realism — Mary Kissel — Kissel analyzes the "exceedingly odd" U.S. approach to Ukraine peace negotiations, wherein businesspeople framed initial proposals while bypassing traditional St

The John Batchelor Show

Play Episode Listen Later Nov 25, 2025 14:59


Unorthodox Ukraine Diplomacy and Geopolitical Realism — Mary Kissel — Kissel analyzes the "exceedingly odd" U.S. approach to Ukraine peace negotiations, wherein businesspeople framed initial proposals while bypassing traditional State Department channels. This transactional negotiating style concerns European allies because it appears to reward Russia and establishes an unfavorable initial bargaining position. Kissel suggests the conflict will likely persist while diplomatic discussions protract. She commends Marco Rubio for prioritizing economic growth and countering Chineseand Iranian influence throughout the Western Hemisphere. 1856 BLACK SEA

The John Batchelor Show
S8 Ep122: Geopolitical Realignment: Venezuelan Cartel and Latin America's Rightward Shift — Ernesto Araujo, Alejandro Peña Esclusa — Alejandro Peña Esclusa discusses the U.S. designating Venezuela's Cartel of the Suns as a Foreign Terrorist Organi

The John Batchelor Show

Play Episode Listen Later Nov 25, 2025 10:15


Geopolitical Realignment: Venezuelan Cartel and Latin America's Rightward Shift — Ernesto Araujo, Alejandro Peña Esclusa — Alejandro Peña Esclusa discusses the U.S. designating Venezuela's Cartel of the Suns as a Foreign Terrorist Organization, noting they weaponize drug trafficking and maintain alliances with groups including Hezbollah. Ernesto Araujo addresses former Brazilian President Bolsonaro's recent detention and notes that indigenous protests undermined the Lula administration's narrative at COP 30. The upcoming Honduras election reflects a continental trend away from the corrupt "pink tide" regimes.

The John Batchelor Show
S8 Ep122: CONTINUED Geopolitical Realignment: Venezuelan Cartel and Latin America's Rightward Shift — Ernesto Araujo, Alejandro Peña Esclusa — Alejandro Peña Esclusa discusses the U.S. designating Venezuela's Cartel of the Suns as a Foreign Terr

The John Batchelor Show

Play Episode Listen Later Nov 25, 2025 9:25


  CONTINUED Geopolitical Realignment: Venezuelan Cartel and Latin America's Rightward Shift — Ernesto Araujo, Alejandro Peña Esclusa — Alejandro Peña Esclusa discusses the U.S. designating Venezuela's Cartel of the Suns as a Foreign Terrorist Organization, 

The John Batchelor Show
S8 Ep122: Iran's Strategic Gains from the War in Ukraine — Jonathan Sayeh — Jonathan Sayeh states that Iran is celebrating Russia's advantageous position in Ukraine as a geopolitical win because it enabled Iran to export military weaponry and demons

The John Batchelor Show

Play Episode Listen Later Nov 25, 2025 11:49


Iran's Strategic Gains from the War in Ukraine — Jonathan Sayeh — Jonathan Sayeh states that Iran is celebrating Russia's advantageous position in Ukraine as a geopolitical win because it enabled Iran to export military weaponry and demonstrate combat capabilities internationally. Iran expects Russia to reciprocate this military assistance, potentially through air defense system modernization or advancement of Iran's nuclear program, despite profound mutual mistrust between the strategic partners. Iran benefits globally by selling weapons and leveraging instability to argue the U.S. has become an unreliable superpower. 1832 PERSIAN GIRL

The John Batchelor Show
S8 Ep122: CONTINUED Iran's Strategic Gains from the War in Ukraine — Jonathan Sayeh — Jonathan Sayeh states that Iran is celebrating Russia's advantageous position in Ukraine as a geopolitical win ...

The John Batchelor Show

Play Episode Listen Later Nov 25, 2025 6:00


CONTINUED Iran's Strategic Gains from the War in Ukraine — Jonathan Sayeh — Jonathan Sayeh states that Iran is celebrating Russia's advantageous position in Ukraine as a geopolitical win ...

The John Batchelor Show
S8 Ep127: CONTINUED Unorthodox Ukraine Diplomacy and Geopolitical Realism — Mary Kissel

The John Batchelor Show

Play Episode Listen Later Nov 25, 2025 2:50


CONTINUED Unorthodox Ukraine Diplomacy and Geopolitical Realism — Mary Kissel 1900 ODESSA