Podcasts about geopolitical

  • 2,043PODCASTS
  • 4,447EPISODES
  • 41mAVG DURATION
  • 2DAILY NEW EPISODES
  • Oct 13, 2025LATEST
geopolitical

POPULARITY

20172018201920202021202220232024

Categories



Best podcasts about geopolitical

Show all podcasts related to geopolitical

Latest podcast episodes about geopolitical

Confluence Podcasts
Bi-Weekly Geopolitical Report – Why the US Is Offering to Bail Out Argentina (10/13/2025)

Confluence Podcasts

Play Episode Listen Later Oct 13, 2025 10:02 Transcription Available


Why did The US offer a $20 billion bailout to Argentina? Are there clear cut takeaways for investors? Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to tackle these questions.

Privateer Station: War In Ukraine
War in Ukraine, Analytics. Day 1320: Sobchak Interview "Afterparty". Arestovych, Shelest.

Privateer Station: War In Ukraine

Play Episode Listen Later Oct 11, 2025 52:26 Transcription Available


749,960 views Streamed live on Oct 7, 2025 #AFU #UN #Arestovich #Shelest #Sobchak #Zelensky #war #Putin*Fundraiser for a pickup truck for the 22nd Separate Mechanized Brigade

Chain Reaction
Mike McCormick: AI Acceleration vs Risks, Funding Global Resilience, AGI scenarios, U.S. vs China

Chain Reaction

Play Episode Listen Later Oct 9, 2025 102:00


Join Tommy Shaughnessy as he speaks with Mike McCormick, founder of Halcyon, about the urgent intersection of AI acceleration and safety. Mike shares his path from venture capital to launching a hybrid nonprofit–fund model focused on securing advanced AI systems. They dive into mechanistic interpretability, global competition for AGI, and what a safe superintelligence future could look like. Can we build superintelligence safely? How do we balance innovation with existential risk? And what happens to humanity when AGI arrives?Halcyon Futures: https://halcyonfutures.org

The Pacific War - week by week
- 203 - Special What if Japan invaded the USSR during WW2

The Pacific War - week by week

Play Episode Listen Later Oct 7, 2025 49:23


Hey guys, what you are about to listen to is basically a “what if” Japan performed Hokushin-ron instead of Nanshin-ron, ie: What if Japan invaded the USSR during WW2? Before I jump into it I just want to thank all of you that signed up for the patreon, you guys are awesome. Please leave a comment on this episode to let me know what more you want to hear about in the future. With all of that said and done lets jump right into it.   Part 1 The Geopolitical context   Ok so, one of the questions I get the most is, what if Japan invaded the USSR. I've actually already tackled this subject, albeit lightly with Cody from AlternatehistoryHub and once with my friend Eric. Its too complicated to give a real answer, a lot of this is guess work, though I really will try to provide hard numbers. I think off the bat something needs to be made clear since we are dealing with alternate history. I am not doing a “what if Japan developed completely different, or what if the IJA got their way in the early 1930's” no no, this is going to be as realistic as possible…even though this is batshit crazy.    Japan faced the decision of whether to go to war with the USSR in 1941 during Operation Barbarossa. They held meetings, made plans, and ultimately it was decided they would not engage the Soviets. Our scenario will follow exactly what they did to a T, but when the made the decision not to go to war, we will see them go to war.    Now before I jump into our this timeline, I think its very important to explain the actual situation Japan faced in 1941. There were two major strategies that emerged during the 1930's within the Japanese military. Many junior officers in the IJA favored the Hokushin-ron “northern strike” strategy against the USSR. Many officers in the IJN with some in the IJA favored the Nanshin-ron “southern strike” strategy, to seize the resource rich dutch east indies by invading Southeast Asia and the Pacific. The idea of Hokushin-ron was to perform an invasion into Southern Siberia and outer mongolia ending around Lake Baikal where they would set up defenses. They had already tried to establish this during the Russian civil war as part of the Siberian Intervention, but failed to create a buffer state. From 1935-1939 there were 108 border clashes between the USSR and Japan. In 1938 one of these border clashes turned into quite a catastrophe, it was called the battle of Lake Khasan.  The Soviets suffered nearly 800 deaths, more than 3000 wounded, perhaps nearly 50 tanks were destroyed with another 100 damaged. The Japanese suffered about 600 deaths with 2500 wounded. The result ultimately was a ceasefire, but for the Kwantung army it seemed to them like a victory. In May of 1939 they had a much larger and more famous battle known as the battle of Khalkhin Gol.  During the early part of the battle the IJA sent 80 tanks crossing over Khalkhin Gol, driving the Soviets back towards Baintsagan Hill. Zhukov was waiting for the attack and sent 450 tanks and armored cars unsupported by infantry to attack the IJA from three sides. The IJA were practically encircled and lost half their armored units as they struggled to fight back as it withdrew. The two armies spared for the next 2 weeks along the east bank of the Khalkhin Gol. Problem was the Japanese were having issues getting their supplies to the area as they lacked motor transport while Zhukov whose army was over 460 miles away from its base of supply had 2600 trucks supplying them. On july 23rd the Japanese launched attacks supported by artillery and within two days they had consumed half their ammunition stores. The situation was terrible, they suffered 5000 casualties and made little progress breaking the Soviet lines. Zhukov then unleashed an offensive on august 20th using over 4000 trucks to transport supplies from Chita base. He assembled around 500 tanks, 550 fighters and bombers and his 50,000 infantry supported by armored cars. This mechanized force attacked the Japanese first using artillery and the aircraft as his armor and infantry crossed the river. The IJA were quickly flanked by the fast moving Soviet armor and encircled by August 25th. The IJA made attempts to break out of the encirclement but failed. They refused to surrender despite overwhelming artillery and aerial bombardment; by the 31st the Japanese forces on the Mongolian side of the border were destroyed. The Japanese suffered nearly 20,000 casualties, the lost 162 aircraft, 29 tanks, 7 tankettes, 72 artillery pieces a large number of vehicles. The Soviets took a heavy hit also suffering almost 25,000 casualties, 250 aircraft, 250 tanks, 133 armored cars, almost 100 artillery pieces, hundreds of vehicles. While these numbers make it seem the Japanese did a great job, you need to consider what each party was bringing to this fight. The Japanese brought roughly 30,000 men, 80 tanks and tankettes, 400 aircraft, 300 artillery pieces, 1000 trucks. The Soviets brought nearly 75,000 men, 550 tanks, 900 aircraft, 634 artillery pieces, 4000 trucks. There are some sources that indicate the IJA brought as many artillery rounds as they could muster from Japan, Manchuria and Korea, roughly 100,000 rounds for the operation. The Soviets fired 100,000 rounds per day. A quick look at wikipedia numbers, yes I know its a no no, but sometimes its good for quick perspectives show: USSR: Bomber sorties 2,015, fighter sorties 18,509; 7.62 mm machine gun rounds fired 1,065,323; 20 mm (0.80 in) cannon rounds expended 57,979; bombs dropped 78,360 (1,200 tons). Japan: Fighter/bomber sorties 10,000 (estimated); 7.7 mm (0.30 in) machine gun rounds fired 1.6 million; bombs dropped 970 tons. What I am trying to say is there was an enormous disparity in military production. And this is not just limited to numbers but quality. After the battle the Japanese made significant reforms. They increased tank production from 500 annually to 1200. The Japanese funded research into new anti-tank guns, such as the Type 1 47 mm. They mounted this gun to their Type 97 Chi-Ha tanks, the new standard medium tank of the IJA. Because of the tremendous defeat to Soviet armor they send General Yamashita to Germany to learn everything he could about tank tactics. But they simply could not produce enough tanks to ever hope to match 10% of the USSR. The Soviets had mostly been using T-26's, BT-5's and BT-7's who were crudely made, but made en masse. The Japanese would find most of their tank models with less effective range, less armor and some with less penetration power. It took the Japanese a hell of a lot more time to produce tanks, they were simply not on par with the Soviets in quantity or quality. Their tank tactics, albeit improved via Yamashita after 1939, were still nothing compared to the Soviets.  The major outcome of the battle of Lake Khasan and Khalkhin Gol was the abandonment of the hokushin-ron strategy and adoption of the nanshin-ron strategy. But, that didnt mean Japan did not have a plan in case they had to go to war with the USSR. Part 2 Kantōgun Tokushu Enshū Kantōgun Tokushu Enshū or the Kwantung Army Special Maneuvers was an operational plan created by the General Staff of the IJA for an invasion of the Russian Far East to capitalize on Operation Barbarossa. Here our story truly begin. Between 1938-1939 the IJA General Staff and Kwantung Army formed two “Hachi-Go” plans. Variants A and B examined the possibility of an all out war with the USSR beginning in 1943. In both plans they expected to be facing 60 Soviet divisions, while they could deliver 50 divisions, delivered incrementally from China and Japan. Plan A called for attacks across the eastern and northern borders of Manchuria while maintaining a defensive stance in the west. Plan B, much more ambitious, called for striking into the vast steppe between the Great Khingan Mountains and Lake Baikal, hoping to cut off the trans-siberian railway. If this was done successfully it was believed the whole of European Russia would be doomed to be defeated in detail. Defeated in detail means to divide and conquer. This battle would take place over 5000 kilometers with Japan's final objective being to advance 1200 km into the USSR. That dwarves Operation Barbarossa in distance, let that sink in. Both plans faced impossible odds. First of all the railway networks in Manchuria were not sufficiently expanded for such far reaching offensives, especially for plan B. Furthermore the 50 divisions required for them would be impossible to come by, since 1937 Japan was bogged down in a war with China. When Japan went to war with the west in 1941 she had 51 divisions. She left the base minimum in China, 35 divisions and tossed nearly 20 into southeast asia and the pacific. On top of not having the men, the IJA estimated a fleet of 200,000 vehicles would be necessary to sustain an offensive to Lake Baikal. That was twice the number of military vehicles Japan had at any given time. After the battle of Khalkhin Gol, plan B was completely abandoned. Planning henceforth focused solely on the northern and eastern fronts with any western advance being limited in scope. Now Japan formed a neutrality pact with the USSR because of her defeat at Khalkhin Gol and Molotov Ribbentrop pact between Germany and the USSR. The Molotov Ribbentrop Pact came as a bitter and complete surprise to Japan. It pushed Japan to fully adopt the Nanshin-ron strategy and this began with her invasion of French IndoChina, which led the United Kingdom, the Netherlands and United States to embargo her. The Netherlands Dutch East Indies refused to sell oil to Japan, the UK refused to sell oil from Burma and the US gradually cut off selling oil to Japan, with her oil exports alone being 80% of Japans supply, the rest from the Dutch east indies. The United States also placed an embargo on scrap-metal shipments to Japan and closed the Panama Canal to Japanese shipping. 74.1% of Japan's scrap iron came from the United States in 1938, and 93% of Japan's copper in 1939. Other things like Rubber and tin were also off the table, as this was mostly acquired from British held Malaya and the Dutch East Indies.    Now the crux of everything is the China War. Japan was stuck, she needed to win, in order to win she needed the resources she was being denied. The only logical decision was to attack the places with these resources. Thus until 1941, Japan prepared to do just that, investing in the Navy primarily. Then in June of 1941, Hitler suddenly informs the Japanese that he is going to invade the USSR. The Japanese were shocked and extremely angry, they nearly left the Tripartite Pact over the issue. This unprecedented situation that ushered in the question, what should Japan do? There were those like Foreign Minister Yosuke Matsuoka who argued they must abandon the neutrality pact and launch a simultaneous offensive with the Germans against the USSR. The IJA favored this idea….because obviously it would see them receiving more funding as the IJN was currently taking more and more of it for the Nanshin-ron plans. But this is not a game of hearts of Iron IV, the Japanese government had to discuss and plan if they would invade the USSR….and boy it took awhile. I think a lot of you will be very disappointed going forward, but there is no grand unleashing of a million Japanese across the borders into the Soviet Far East, in the real world there is something called logistics and politics.    The Japanese military abided by a flexible response policy, like many nations do today. Theres was specifically called the Junbi Jin Taisei or “preparatory formation setup”. Japan would only go to war with the USSR if favorable conditions were met. So in our timeline the Junbi Jin encountered its first test on June 24th when the IJA/IJN helped a conference in the wake of operation barbarossa. A compromise was made allowing the IJA to prepare an invasion plan if it did not impede on the nanshin-ron plans. There was those in the IJA who argued they should invade the USSR whether conditions were favorable or not, there were those who only wanted to invade if it looked like the USSR was on the verge of collapse. One thing agreed upon was if Japan unleashed a war with the USSR, the hostilities needed to be over by mid-October because the Siberian climate would hit winter and it would simply be impossible to continue. The IJA needed 60-7 days to complete operational preparations and 6-8 weeks to defeat the Soviets within the first phase of the offensive. Here is a breakdown of what they were thinking: 28 June: Decide on mobilization 5 July: Issue mobilization orders 20 July: Begin troop concentration 10 August: Decide on hostilities 24 August: Complete readiness stance 29 August: Concentrate two divisions from North China in Manchuria, bringing the total to 16 5 September: Concentrate four further divisions from the homeland, bringing the total to 22; complete combat stance 10 September (at latest): Commence combat operations 15 October: Complete first phase of war   The plan called for 22 divisions (might I add my own calculations of 20 divisions were pretty spot on), with roughly 850,000 men, including Manchukuo allies, supported by 800,000 tons of shipping. The Japanese hoped the Soviets would toss at least half their forces in the Far East, perhaps 2/3rd of their armor and aircraft against the Germans giving them a 2-1 superiority. Even the 22 divisions was questionable, many in the war ministry thought only 16 divisions could be spared for such a venture, something only suitable for mop up operations in the aftermath of a German victory along the eastern front. It was clear to all, Japan needed perfect conditions to even think about performing such a thing.    The War hawks who still sought to perform Hokushin-ron tried to persaude Hideki Tojo on july 5th to go through with a new plan using a total of 25 divisions. This plan designated “Kantogun Tokushu Enshu or Kantokuen” would involve 2 phases, a buildup and readiness phase and an offensive phase. On July 7th they went to Hirohito for his official sanction for the build up. Hirohito questioned everything, but gradually relented to it. The plan was nearly identical to the former plans, banking on the Soviets being unable to reinforce the Far East because of Germany's progress. The level of commitment was scaled down somewhat, but still enormous. Again a major looming issue was the Manchurian railways that would need to be expanded to accomodate the movement of men and supplies. This meant the construction of port facilities, military barracks, hospitals and such. Kantokuen would begin with a initial blow against the Ussuri front, targeting Primorye and would be followed up by a northern attack against Blagoveshchensk and Kuibyshevka. The 1st area army, 3rd and 20 armies with the 19th division of the Korean army would penetrade the border south of Lake Khanka to breach the main soviet defensive lines, thus threatening Vladivostok. The 5th army would strike south of Dalnerechensk to complete the isolation of the maritime province, sever the trans-sierian railway and block Soviet reinforcements. The 4th army would attack along the Amur river before helping out against Blagoveshchensk. Two reinofrced divisions would invade Sakhalin from land and sea. The second phase would see the capture of Khabarovsk, Komsomolsk, Skovorodino, Sovetskaya Gavan, and Nikolayevsk. Additionally, amphibious operations against Petropavlovsk-Kamchatsky and other parts of the Kamchatka Peninsula were contemplated.   It was agreed the operation could only afford 24 divisions, with 1,200,000 men, 35,000 vehicles, 500 tanks, 400,000 horses and 300,000 coolies. The deployment of thse forces would mean the western front facing Mongolia and the Trans-baikal region would be pretty much open, so delaying actions would have to be fought if the soviets performed a counter offensive there. Air forces were critical to the plan. They sought to dispatch up to roughly 2000 aircraft cooperating with 350 naval aircraft to launch a sudden strike against the Soviet Far East Air Force to knock them out early.    The Soviet Far East had two prominent weaknesses to be exploited. Number 1 was Mongolia's 4500 km long horeshoe shaped border. Number 2 was its 100% dependency on European Russia to deliver men, food and war materials via the trans-siberian railway. Any disruption of the trans-siberian railway would prove fatal to the Soviet Far East.    Now as for the Soviets. The 1930's and early 1940's saw the USSR take up a defensive policy, but retained offensive elecments as well. Even with the German invasion and well into 1942, the Soviets held a strategy of tossing back the IJA into Manchuria if attacked. The primary forces defending the Far east in 1941 were the Far Eastern and Trans-Baikal Fronts, under the command of Generals Iosif Apanasenko and Mikhail Kovalyov. The Trans-Baikal front held 9 divisions, including 2 armored, a mechanized brigade and a heavily fortified region west of the Oldoy River near Skovorodino had a garrison. The Far Eastern Front had 23 divisions including 3 armored, 4 brigades and 11 heavily fortified regions with garrisons including Vladivostok. Altogether they had 650,000 men, 5400 tanks, 3000 aircraft, 57,000 vehicles, 15,000 artillery pieces and nearly 100,000 horses. By 1942 the Vladivostok sector had 150 artillery pieces with 75 -356 mm calibers organized into 50 batteries. As you can imagine after Operation Barbarrosa was unleashed, things changed. From June to December, roughly 160,000 men, 3000 tanks, 2670 artillery pieces, 12,000 vehicles and perhaps 1800 aircraft were sent to deal with the Germans. Despite this, the Soviets also greatly expanded a buildup to match the apparent Japanese buildup in Manchuria. By July 22nd 1941 the Far Eastern and Trans-Baikal Fronts were to be raised by 1 million men for august. By December it was nearly 1.2 million. Even the Soviet Far East Navy saw an increase from 100,000 men to 170,000 led by Admiral Yumashev. The Soviet Mongolian allies were capable of manning about 80,000, though they lacked heavy equipment.    Thus if this war broke out in September the Soviets and Mongolians would have just over a million men, with 2/3rds of them manning the Amur-Ussuri-Sakhalin front, the rest would defend Mongolia and the Trans-Baikal region. Even though the war against the Germans was dire, the Soviets never really gave up their prewar planning for how to deal with the Japanese. There would be an all-out defense over the border to prevent any breach of Soviet territory. The main effort would see the 1st and 25th armies holding a north-south axis between the Pacific ocean and Lake Khanka; the 35th army would defend Iman; the 15th and 2nd Red Banner armies would repel the Japanese over the Amur River; and other forces would try to hold out on Sakhalin, Kamchatka and the Pacific coast. The Soviets had constructed hundreds of fortified positions known as Tochkas along the border. Most of these were hexagonal concrete bunkers contained machine gun nests and 76 mm guns. The fortified regions I mentioned were strategically placed forcing the Japanese to overcome them via frontal attacks. This would require heavy artillery to overcome. Despite the great defensive lines, the Soviets did not intend to be passive and would launch counteroffensives. The Soviet air force and Navy would play an active role in defeating a Japanese invasion as well. The air force's objetice would be to destroy the Japanese air force in the air and on the ground, requiring tactical ground attack mission. They would also destroy key railways, bridges and airfields within Manchuria and Korea alongside intercepting IJN shipping. Strategic bombing against the home islands would be limited to under 30 DB-3's who could attack Tokyo, Yokosuka, Maizuru and Ominato. The Soviet Navy would help around the mouth of the Amur River, mine the Tatar Strait and try to hit any IJN ships landing men or materials across the Pacific Coasts.    Japan would not be able to continue a land war with the USSR for very long. According to Japanese military records, in 1942 while at war they were required to produce 50 Kaisenbun. A Kaisenbun is a unit of measurement for ammunition needed for a single division to operate for 4 months. Annual production never surpassed 25 kaisenbun with 100 in reserve. General Shinichi Tanaka estimated for an operation against the USSR 3 Kaisenbun would be needed per divisions, thus a total of 72 would be assigned to 24 divisions. This effectively meant 2/3rds of Japans ammunition stockpile would be used on the initial strike against the USSR. Japan would have been extremely hard pressed to survive such a war cost for 2 years.    Now in terms of equipment Japan had a lot of problems. During the border battles, Japanese artillery often found itself outranged and grossly under supplied compared to the Soviet heavier guns. Despite moving a lot of men and equipment to face the Germans, the Red Army maintained a gross superiority in armor. The best tank the Kwantung Army had in late 1941 was the Type 97 Chi-Ha, holding 33mm armor with a low velocity 57 mm gun. There was also Ha-Go and Te-Ke's with 37 mm guns but they had an effective range less than 1 km.   The Soviet T-26, BT-5 and BT-7's had 45 mm guns more than capable of taking out the Japanese armor and the insult to injury was they were crudely made and very expendable. Every Japanese tank knocked out was far greater a loss, as Japan's production simply could not remotely match the USSR. For aircraft the Japanese were a lot better off. The Polikarpov I-16 was the best Soviet fighter in the Far East and performed alright against the Nakajima Ki-27 at Khalkhin Gol. The rest of the Soviet air arsenal were much older and would struggle. The Soviets would have no answer to the IJN's Zero fighter or the IJA's high speed KI-21 bomber that outraced the Soviet SB-2. Japanese pilots were battle hardened by China and vastly experienced.   Another thing the Japanese would have going for them was quality of troops. The Soviets drained their best men to fight the Germans, so the combat effectiveness in the far east would be less. Without the Pacific War breaking out, some of Japan's best Generals would be brought into this war, of course the first one that comes to mind for me is General Yamashita, probably the most armor competent Japanese general of ww2.    Come August of 1941 those who still sought the invasion of the USSR were facing major crunch time. The IJA planners had assumed the Soviets would transfer 50% or more of their power west to face the Germans, but this was not the case. By August 9th of 1941, facing impossible odds and with the western embargos in full motion, in our timeline the Japanese Hokushin-Ron backers gave up. But for the sake of our story, for some batshit insane reason, the Japanese military leadership and Hirohito give the greenlight for an invasion on August 10th.   Part 3 the catastrophe   So to reiterate the actual world plan had    10 August: Decide on hostilities 24 August: Complete readiness stance 29 August: Concentrate two divisions from North China in Manchuria, bringing the total to 16 5 September: Concentrate four further divisions from the homeland, bringing the total to 22; complete combat stance 10 September (at latest): Commence combat operations 15 October: Complete first phase of war   So what is key to think about here is the events of September. The Battle for Moscow is at the forefront, how does a Japanese invasion in the first week or two of September change things? This is going to probably piss off some of you, but Operation Typhoon would still fail for Germany.  In our time line the legendary spy Richard Sorge sent back information on Japan's decision to invade the USSR between August 25th to September 14th. On the 25th he informed Stalin the Japanese high command were still discussing whether to go to war or not with the USSR. On September 6th Stalin was informed the Japanese were beginning preparations for a war against the west. Then on September 14th, the most important message was relayed to Stalin "In the careful judgment of all of us here... the possibility of [Japan] launching an attack, which existed until recently, has disappeared...."[15]    With this information on hand from 23 June to 31 December 1941, Stalin transferred a total of 28 divisions west. This included 18 rifle divisions, 1 mountain rifle division, 3 tank divisions, 3 mechanized divisions and 3 mountain cavalry divisions. The transfers occurred mainly in June (11 divisions) and October (9 divisions).    Here we come to a crossroads and I am going to have to do some blunt predictions. Let's go from the most optimistic to the most pessimistic. Scenario 1) for some insane reason, Stalin abandons Moscow and moves his industry further east, something the Soviets were actively preparing during Operation Typhoon. This is not a defeat of the USSR, it certainly would prolong the war, but not a defeat. Now that seems rather silly. Scenario 2) Stalin attempts transferring half of what he did in our time line back to Moscow and the Germans fail to take it. The repercussions of course is a limited counteroffensive, it wont be as grand as in our timeline, but Moscow is saved. Scenario 3) and the most likely in my opinion, why would Stalin risk moscow for the Far East? Stalin might not transfer as many troops, but certainly he would have rather placed his chips in Moscow rather than an enemy literally 6000 km's away who have to cross a frozen desert to get to anything he cares about.  Even stating these scenarios, the idea the German army would have taken Moscow if some of the very first units from the far east arrived, because remember a lot of these units did not make it in time to defend moscow, rather they contributed to the grand counteroffensive after the Germans stalled. The German armies in front of Moscow were depleted, exhausted, unsupplied and freezing. Yes many of the Soviet armies at Moscow were hastily thrown together, inexperienced, poorly led and still struggling to regain their balance from the German onslaught. Yet from most sources, and by sources I mean armchair historian types argue, the Germans taking Moscow is pretty unlikely. And moscow was not even that important. What a real impact might have been was the loss of the Caucasus oil fields in early 1942, now that could have brought the USSR down, Moscow, not so much, again the Soviets had already pulled their industry further east, they could do it again.   So within the context of this Second Russo-Japanese War, figure the German's still grind to a halt, they don't take Moscow, perhaps Soviets dont push them back as hard, but the USSR is not collapsing by any means. Ok now before we talk about Japans invasion we actually need to look at some external players. The UK/US/Netherlands already began massive embargoes against Japan for oil, iron, rubber, tin, everything she needed to continue her war, not just against the USSR, but with over 35 divisions fighting in China. President Roosevelt was looking for any excuse to enter WW2 and was gradually increasing ways to aid Britain and the Soviets.  Now American's lend-lease program seriously aided the USSR during WW2, particularly the initial stages of the war. The delivery of lend-lease to the USSR came through three major routes: the Arctic Convoys, the Persian Corridor, and the Pacific Route. The Arctic route was the shortest and most direct route for lend-lease aid to the USSR, though it was also the most dangerous as it involved sailing past German-occupied Norway. Some 3,964,000 tons of goods were shipped by the Arctic route; 7% was lost, while 93% arrived safely. The Persian Corridor was the longest route, and was not fully operational until mid-1942. Thereafter it saw the passage of 4,160,000 tons of goods, 27% of the total. The most important was the Pacific Route which opened up in August of 1941, but became affected when Japan went to war with America. The major port was Vladivostok, where only Soviet ships could transport non-military goods some 8,244,000 tons of goods went by this route, 50% of the total. Vladivostok would almost certainly be captured by the Japanese in our scenario so it won't be viable after its capture. Here is the sticky part, Japan is not at war with the US, so the US is pretty much free to find different Pacific paths to get lend-lease to the Soviets, and to be honest there's always the Arctic or Persian corridors. Hell in this scenario America will be able to get supplies easily into China as there will be no war in Burma, hong kong, Malaya and such. America alone is going to really ruin Japans day by increasing lend-lease to the UK, China and the USSR. America wont be joining the war in 1941, but I would strongly wager by hook or by crook, FDR would pull them into a war against Germany, probably using the same tactic Woodrow Wilson did with WW1. This would only worsen things for Japan. Another player of course is China. Late 1941, China was absolutely battered by Japan. With Japan pulling perhaps even more troops than she did for the Pacific war to fight the USSR, Chiang Kai-Shek would do everything possible to aid his new found close ally Stalin. How this would work out is anyone's guess, but it would be significant as I believe America would be providing a lot more goodies.    Ok you've all been patient, what happens with the war? Japan has to deliver a decisive knock out blow in under 4-6 months, anything after this is simply comical as Japan's production has no resources. The oil in siberia is not even remotely on the table. The Japanese can't find it, would not be able to exploit it, let alone quick enough to use it for the war. Hell the Italians were sitting on oil in Libya and they never figured that out during WW2.   So Kantokuen is unleashed with an initial blow against the Primorye in the Ussuri Front followed by an assault against Blagoveshchensk and Kiubyshevka. The main soviet lines south of Lake Khanka are attacked by the Japanese 1st area army, 3rd and 20th armies and the 19th Korean division. This inturn threatens Vladivostok who is also being bombarded by IJA/IJN aircraft. The 5th Ija army attacks south of Dalnerechensk in an attempt to sever the trans-siberian railway, to block Soviet reinforcements and supplies. The 4th IJA army fords the Amur river to help with the assault of Blagoveshchensk. Meanwhile Sakhalin is being attacked from land and sea by two IJA divisions.  Despite the Soviets being undermanned the western front facing Mongolia and the Trans-Baikal region is wide up to an attack as its only defended by the 23rd IJA division, so a limited counteroffensive begins there. The Japanese quickly win air superiority, however the heavily fortified Tochkas are not being swept aside as the Japanese might have hoped. A major problem the Japanese are facing is Soviet artillery. The Japanese artillery already placed along the borders, initially performed well, crushing Tochkas in range, but when the Japanese begin advancing and deploying their artillery units they are outgunned perhaps 3-1, much of the Soviet artillery outranges them and the Soviets have a much larger stockpile of shells. Airpower is failing to knock out soviet artillery which is placed within Tochkas and other fortified positions with anti-aircraft guns. Without achieving proper neutralization or counter battery fire, the Japanese advance against the fortified Soviet positions. The Soviets respond shockingly with counterattacks. The 15th and 35th Soviet armies with the Amur Red Banner Military Flotilla toss limited counterattacks against both sides of the Sungari River, harassing the Japanese. While much of the soviet armor had been sent west, their light tanks which would be useless against the Germans have been retained in the far east and prove capable of countering the IJA tanks. The Soviets inflict tremendous casualties, however General Yamashita, obsessed with blitzkrieg style warfare he saw first hand in the west, eventually exploits a weak area in the line.Gradually a blitzkrieg punches through and begins to circle around hitting Soviet fortified positions from the rear. The Soviets knew this would be the outcome and had prepared to fight a defense in depth, somewhat managing the onslaught.  The trans-siberian railway has been severed in multiple locations close to the border area, however this is not as effective as it could be, the Japanese need to hook deeper to cut the line further away. In the course of weeks the Soviets are gradually dislodged from their fortified positions, fighting a defense in depth over great stretches of land. Vladivostok holds out surprisingly long until the IJN/IJA seize the city. Alongside this Sakhalin is taken with relative ease. The Soviet surface fleet is annihilated, but their large submarine force takes a heavy toll of the IJN who are attempting Pacific landings. Kantokuen phase 1 is meeting its objectives, but far later than expected with much more casualties than expected. The Japanese are shocked by the fuel consumption as they advance further inland. Each truck bearing fuel is using 50% of said fuel to get to the troops, something reminiscent of the north african campaign situation for Rommel. The terrain is terrible for their vehicles full of valleys, hills, forests and mountains. Infrastructure in the region is extremely underdeveloped and the Soviets are burning and destroying everything before the Japanese arrive. All key roads and cities are defended until the Japanese can encircle the Soviets, upon which they depart, similar to situations the Japanese face in China. It is tremendously slow progress. The IJA are finding it difficult to encircle and capture Soviet forces who have prepared a series of rear lines to keep falling back to while performing counterattacks against Japanese columns. As the Japanese advance further into the interior, the IJN are unable to continue supporting them with aircraft and much of the IJA aircraft are limited in operations because of the range. The second phase of Kantokuen calls for the capture of Khabarovsk, Komsomolsk, Skovorodino, Sovetskaya Gavan, and Nikolayevsk. Additionally, amphibious operations against Petropavlovsk-Kamchatsky and other parts of the Kamchatka Peninsula are on standby as the IJN fears risking shipping as a result of Soviet submarine operations. The sheer scope of the operation was seeing the tide sides stretching their forces over a front nearly 5000 km in length. At some points the Japanese were attempting to advance more than 1000 km's inland, wasting ungodly amounts of fuel and losing vehicles from wear and tear.  So what does Japan gain? Within the span of 4 months, max 6 months Japan could perhaps seized: Sakhalin, the Primorsye krai including Vladivostok, segments of the trans siberian railway, Blagoveshchensk, Kuibyshevka. If they are really lucky Khabarovsk, Komsomolsk, Skovorodino, Sovetskaya Gavan, Nikolayevsk. Additionally, Petropavlovsk-Kamchatsky and other parts of the Kamchatka Peninsula. What does this mean? Really nothing. Pull out a map of manchuria during WW2, take a pencil and expand the manchurian border perhaps 1000 km if you really want to be generous, that's the new extent of the empire of the rising sun. The real purpose of attacking the USSR is not to perform some ludicrous dash across 6000 km's of frozen wasteland to whittle down and defeat the Soviets alongside the rest of the Axis. It was only to break them, in late 1941 at Moscow there was perhaps a fools chance, but it was a fool's chance for Japan.  Japan has run out of its stockpiles of Kaisenbun, oil, iron, rubber, tin, all types of resources necessary for making war. Unlike in our timeline where Japan began exporting resources from its conquests in southeast asia and the pacific, here Japan spent everything and now is relying on the trickles it has within its empire. The China war will be much more difficult to manage. The lend-lease will increase every day to China. The US/UK/Netherlands will only increase pressure upon Japan to stop being a nuisance, Japan can't do anything about this as the US Pacific Fleet is operating around the Philippines always a looming threat. The Japanese are holding for a lack of better words, useless ground in the far east. They will build a buffer area to defend against what can only be described as a Soviet Invasion of Manchuria x1000. The Allies will be directing all of their effort against Germany and Italy, providing a interesting alternate history concept in its own right. After Germany has been dealt with, Japan would face a existential threat against a very angry Stalin. Cody from Alternate History Hub actually made an episode on this scenario, he believed the Soviets would conquer most of Japan occupied Asia and even invade the home islands. It would certainly be something on the table, taking many years, but the US/UK would most likely interfere in some way. The outcome would be so much worse for Japan. Perhaps she is occupied and a communist government is installed. Perhaps like in our timeline the Americans come in to bolster Japan up for the looming coldwar.  But the question I sought to answer here was, Japan invading the USSR was a dumb idea. The few Japanese commanders who pushed it all the way until August 9th of 1941 simply had to give up because of how illogical it was. I honestly should not have even talked about military matters, this all came down to logistics and resources. You want to know how Japan could have secured itself a better deal in WW2? 1941, the China War is the number one problem Japan can't solve so they look north or south to acquire the means to solve the China problem? Negotiate a peace with China. That is the lackluster best deal right there.    Sorry if this episode did not match your wildest dreams. But if you want me to do some batshit crazy alternate history stuff, I am more than happy to jump into it and have fun. Again thank all of you guys who joined the patreon, you guys are awesome. Until next time this is the Pacific War channel over and out. 

Watchman on the Wall
Israel in Crisis (Part 2)

Watchman on the Wall

Play Episode Listen Later Oct 7, 2025 28:30


Join Southwest Radio Ministries' 'Watchman on the Wall' for an in-depth discussion on Israel's prophetic future with author Dr. Lonnie Shipman. Explore the spiritual and geopolitical events shaping today and tomorrow, insights into Israel's future wars, and the revival America needs. Featuring discussions on the Gog-Magog War, the Antichrist's reign, and the ultimate peace in the Kingdom of God. Tune in for enlightening conversations and scripture-based insights.

Afternoon Drive with John Maytham
Israeli's mark 2 years since the October 7th attacks

Afternoon Drive with John Maytham

Play Episode Listen Later Oct 7, 2025 8:26 Transcription Available


John Maytham speaks to Idan Ronan, Israeli journalist and Middle East researcher based in Netanya, who provides insight into the ongoing trauma, current negotiations, and the broader geopolitical implications of the anniversary Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

FCPA Compliance Report
Pat Poitevin on Transforming Corporate Compliance: Leveraging AI and Building Ethical Cultures

FCPA Compliance Report

Play Episode Listen Later Oct 6, 2025 27:23


Join Tom Fox as he welcomes Pat Poitevin, a compliance veteran with extensive experience in enforcement, consulting, and academia. Pat shares his professional journey, starting with his work at the Royal Canadian Mounted Police (RCMP), and discusses the importance of building strong ethics and compliance cultures in organizations. He emphasizes the role of AI in transforming compliance functions and making risk management more effective. Pat also touches on the future of compliance, talent acquisition, and the impact of technology on business ethics. The conversation provides valuable insights for compliance professionals seeking to enhance their programs and align them with business strategies for long-term growth.  Key Highlights  ·      Current Projects and Focus Areas ·      Building a Strong Ethics and Compliance Culture ·      Leveraging AI in Compliance ·      Compliance Strategies for Geopolitical and Technological Changes ·      Balancing Policies and Human Behavior ·      Future of Compliance and Technology  Resources   Pat Poitevin  

Moody’s Talks – The Big Picture
How AI, New Tech Will Change Geopolitics

Moody’s Talks – The Big Picture

Play Episode Listen Later Oct 2, 2025 15:21


As artificial intelligence reshapes workplaces and business strategies, firms increasingly depend on AI providers, making AI a tool of geopolitical influence. We'll discuss the impact across industries, as digital currencies affect monetary control and cyber threats challenge operational resilience. Host: William Foster, Senior Vice President, Sovereign Risk Group, Moody's Ratings Guests: Vincent Gusdorf, Associate Managing Director, Digital Finance and AI Analytics, Moody's Ratings; Leroy Terrelonge, Vice President-Analyst, Cyber Credit Risk, Moody's Ratings  Related research:Artificial Intelligence – Global – Nations push for AI sovereignty to capture economic, geopolitical gains 30 September 2025 Sovereigns - Global – Digital currency growth, inconsistent regulation amplify countries' financial risks 25 September 2025Artificial Intelligence – Corporates – Pace of AI advances, regional disparities will steer credit trends across industries 23 September 2025 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

WTFinance
The End of American Imperialism? with Gilbert Doctorow

WTFinance

Play Episode Listen Later Oct 1, 2025 42:25


Interview recorded - 29th of September, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Gilbert Doctorow. Gilbert is a author and geopolitical analyst with decades of experience.During our conversation we spoke about the geopolitical sphere, war parties shifting, trump impact, Ukraine vs Russia conflict, US pivoting to China, return of the Monroe doctrine and more. I hope you enjoy!0:00 - Introduction1:17 - Geopolitical sphere3:51 - War parties shifting?9:48 - Trump impact14:43 - Common enemy16:19 - Ukraine - Russia conflict27:13 - Peace deal?31:24 - US pivoting to China?36:07 - Return to Monroe doctrine37:11 - Multiple spheres39:11 - One message to takeaway?Gilbert Doctorow is a professional Russia watcher and actor in Russian affairs going back to 1965. He is a magna cum laude graduate of Harvard College (1967), a past Fulbright scholar, and holder of a Ph.D. with honors in history from Columbia University (1975).After completing his studies, Mr. Doctorow pursued a business career focused on the USSR and Eastern Europe. For twenty-five years he worked for US and European multinationals in marketing and general management with regional responsibility.From 1998-2002, Doctorow served as the Chairman of the Russian Booker Literary Prize in Moscow. During the 2010-2011 academic year, he was a Visiting scholar of the Harriman Institute, Columbia University.Mr. Doctorow is a long-time resident of Brussels.Gilbert Doctorow:Substack - https://gilbertdoctorow.substack.com/Books - https://www.amazon.co.uk/stores/author/B0048RTGTMWTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://crescent.icit-digital.org/articles/will-trump-become-the-gorbachev-of-us-imperialism

Cognitive Dissidents
Techno-Feudal Estates

Cognitive Dissidents

Play Episode Listen Later Sep 30, 2025 63:44


Jacob Shapiro is joined by Matt Pines, Executive Director of the Bitcoin Policy Institute, to discuss the accelerating convergence of Bitcoin, AI, geopolitics, and energy. Pines argues that technological change is happening faster than existing frameworks can manage, pushing once-fringe ideas into mainstream policy debates. They explore how AI and Bitcoin are straining U.S. infrastructure, particularly the electrical grid, and what this means for national security and economic stability. The discussion also considers the rise of “techno-feudal” elites, political backlash risks, and whether America can maintain an edge against China's state-driven infrastructure build-out. Pines closes with reflections on Bitcoin's rapid rise as both a strategic asset and a test of U.S. policy adaptability.--Timestamps:(00:00) - Introduction(01:33) - The Acceleration of Change(07:16) - Energy Consumption and Infrastructure Challenges(15:24) - Political and Economic Implications(21:35) - US vs China: Technological Race(27:26) - Future of Sovereignty and Power(33:11) - The Future of AI and Techno-Surveillance Capitalism(35:01) - Economic Implications of Universal Basic Income(35:35) - Sci-Fi Futures and Technological Transformations(36:27) - Bitcoin's Role in a Techno-Feudal World(41:25) - Political and Social Reactions to Technological Change(42:58) - The Rapid Evolution of AI and Its Impacts(53:14) - Bitcoin Policy and National Interest(58:38) - Geopolitical and Monetary Challenges Ahead(01:02:45) - Concluding Thoughts and Future Outlook--Referenced in the Show:Bitcoin Policy Institute - https://www.btcpolicy.org--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Power Supply
AHRMM Power Up Podcast - September '25 Updates

Power Supply

Play Episode Listen Later Sep 30, 2025 12:40


This is the AHRMM Power Up Podcast with Mike Schiller, hosted by Justin Poulin. Every month, we highlight trends, strategies, and solutions from the field to advance the healthcare supply chain industry. In this episode, Mike and Justin share updates from September '25: UDI Forum in November (5th & 6th) Things to keep an eye on: Tariffs - Nov 10th truce ends with China Government shutdown: October 1st?  Geopolitical events and impact Stay tuned to eNews - Synthesizing what his happening around the world into one place #AHRMM #PowerSupply #Podcast #HealthcareSupplyChain #SeptemberUpdate ________ Power Supply is proud to partner with AHRMM, the leading professional membership group for the healthcare supply chain. Through this collaboration, Power Supply offers Continuing Education Credit (CEC) approved podcast episodes to the healthcare supply chain audience.

Confluence Podcasts
Bi-Weekly Geopolitical Report – US Influence on the Wane: New Evidence (9/29/2025)

Confluence Podcasts

Play Episode Listen Later Sep 29, 2025 10:37 Transcription Available


Recent events offer new evidence that US influence around the world is diminishing. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler today to discuss the evidence and how investment strategy might adjust to acknowledge this new geopolitical reality. 

Economy
S04 Ep04 Energy Market Update:Brent trades above $70/b for the first time since early August

Economy

Play Episode Listen Later Sep 29, 2025 5:02


Geopolitical tensions and supply constraints are impacting energy markets. Russian diesel restrictions, continued Ukrainian strikes on refineries, and evolving U.S. policy signals have tightened supply, contributing to Brent trading above $70/b for the first time since early August. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

History Homos
Ep. 278 - Premilennial Dispensationalism and its Geopolitical Implications ft. J.B. Beverley

History Homos

Play Episode Listen Later Sep 28, 2025 123:22


This week Scott and Patrick are joined by veteran History Homos guest and music icon J.B. Beverley to discuss the 19th century evangelical movement known as Premilennial Dispensationalism, its theology that centers a Jewish commonwealth in Palestine and what it means for the world.For the audio version of the show visit www.historyhomos.com or subscribe and download on Itunes, spotify or wherever else podcasts are found. The video version is available on Bitchute, Odysee, Rumble, Rokfin and SubstackFor programming updates and news follow us across social media @historyhomospod and follow Scott @Scottlizardabrams OR subscribe to our telegram channel t.me/historyhomos At this time our telegram group chat is STILL the friendliest place on the internet. Join at t.me/historyhomoschat today!To support the show and get access to bonus episodes please join our community at www.historyhomospod.substack.comTo order a History Homos T shirt (and recieve a free sticker) please send your shirt size and address to Historyhomos@gmail.com and please address all questions, comments and concerns there as well.Later homos

Privateer Station: War In Ukraine
War in Ukraine, Analytics. Day 1306: Russia Refusing Peace Track. Arestovych, Shelest.

Privateer Station: War In Ukraine

Play Episode Listen Later Sep 28, 2025 48:27 Transcription Available


Build Your Network
Make Money by Navigating a Volatile Economic Landscape | Srividya Jandhyala

Build Your Network

Play Episode Listen Later Sep 27, 2025 24:27


Srividya Jandhyala is a renowned professor of management at ESSEC Business School specializing in global strategy, international business, and geopolitics. The author of "The Great Disruption: How Geopolitics is Changing Companies, Managers, and Work" (Cambridge University Press, 2025), Srividya's research has garnered multiple awards and appears in top-tier journals. She is recognized for her ability to distill complex geopolitical shifts into clear, actionable insights for executives and entrepreneurs navigating today's volatile economic landscape. On this episode we talk about:   How global strategy and international business fundamentals are shifting in response to renewed geopolitical volatility   The business risks—and unexpected opportunities—arising from trade wars, sanctions, and national security regulations   Real-world case studies showing how leading companies are adapting to geopolitical shocks in 2025   Why managers and entrepreneurs need to understand geopolitics to make smarter investment, partnership, and growth decisions   How to cultivate resilience and agility amid unpredictable global business trends Top 3 Takeaways 1.  Geopolitical change is now a primary factor in business risk and opportunity—understanding new rules is crucial for survival and growth.2.  Companies must actively adapt strategy, supply chains, and partnerships as nations prioritize security and sovereignty over open markets.3.  Leaders who stay informed and agile—using data, networks, and scenario planning—can turn global disruptions into competitive advantage. Notable Quotes   "A great disruption is underway. Geopolitics is reshaping international business, and managers must navigate a new and changing world."   "There's no going back to the pre-2020 ‘rules'—today, structural shifts call for new levels of creativity and resilience."   "Firms that understand both market and non-market forces will seize the best opportunities amidst uncertainty." Connect with Srividya Jandhyala:   Personal Website: s-jandhyala.com ✖️✖️✖️✖️

Multipolarista
USA vs China: Which represents humanity's future? Compare their UN speeches

Multipolarista

Play Episode Listen Later Sep 27, 2025 43:52


The US and China are the world's two most powerful countries, but they have very different visions for the global order. Compare the speeches delivered at the UN General Assembly by Donald Trump and Chinese Premier Li Qiang. The United States wants a unipolar system based on unilateralism, aggression, and hegemony, whereas China wants a multipolar system based on multilateralism, peaceful development, and sovereign equality, centered in the United Nations. Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=OzCf8XlrKKU Topics 0:00 (CLIP) Highlights of Trump's speech 0:59 Rise of China 2:25 US empire in decline 3:02 Contrasting visions of world order 5:11 Unilateralism vs multilateralism 7:16 (CLIP) China's Premier Li Qiang 8:07 Geopolitical adult in the room 9:20 China opposes new cold war 10:08 (CLIP) Dangers of war 11:07 Compare Li Qiang to Trump 11:36 (CLIP) Trump: "we're the hottest country" 12:24 Fact-checking Trump on US economy 14:07 (CLIP) Trump on stock market 14:34 Inflation 15:35 Electricity prices 16:18 Job growth 16:54 Trump's approval rating 17:55 Trump claims to end 7 wars 18:48 (CLIP) Trump condemns UN 19:54 US sabotages UN, abusing veto 21:50 China upholds international law 22:26 (CLIP) China defends UN & Global South 23:19 Reform of international organizations 23:50 (CLIP) Global Governance Initiative 24:26 80th anniversary 25:30 (CLIP) China on World Anti-Fascist War 26:19 Trump wages war 26:55 (CLIP) Trump wants Nobel Peace Prize 27:14 Trump boasts of attacking Iran 27:40 (CLIP) Trump's war on Iran 28:25 Trump boasts of attacking Venezuela 28:55 (CLIP) Trump's war on Venezuela 29:37 Expanding NATO military spending 29:54 (CLIP) Trump on NATO 30:11 Immigration 31:05 Dementia 31:25 (CLIP) Trump attacks immigrants 32:31 China defends diversity 33:21 (CLIP) China on civilizational respect 33:42 Climate change 34:42 (CLIP) Trump lies about climate change 35:29 China's wind & solar power 36:28 China values science 37:52 (CLIP) China on climate change 38:10 Technology for development 38:31 (CLIP) China on technology 39:03 The future vs the past 39:42 Trump serves fossil fuel corporations 40:27 (CLIP) US as #1 oil & gas producer 41:20 China's vision vs USA's vision 42:37 The emperor has no clothes 43:38 Outro

The Jay Martin Show
Eastern Expert: Dissecting the Rise of Multipolar Trade Alliances

The Jay Martin Show

Play Episode Listen Later Sep 27, 2025 76:01


In a world growing increasingly hostile, how can nations remain neutral? Geopolitical analyst Pascal Lottaz of Neutrality Studies joins Jay Martin to explore the strategic role of neutral states in today's global power struggle. They discuss how nations like Mongolia, Georgia, and Canada navigate pressure from superpowers, why some countries act with impunity while others face punishment, and what the rise of multipolarity means for the future of trade, commodities, and conflict. Follow Pascal: https://x.com/PLottaz https://neutralitystudies.com/ https://www.youtube.com/@neutralitystudies 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 – Can nations stay neutral in today's hostile world? 01:05 – SCO summit takeaways and geopolitical signaling 05:39 – How superpowers compete for neutral states 19:49 – China's nickel dominance and Western response 27:11 – Trump's steel vision 29:00 – China's five-year plan vs. U.S. short-term politics 35:14 – Canada's role as a neutral, resource-rich nation 48:33 – Recognizing Palestine: symbolism vs. impact 55:29 – Why Israel operates with global impunity 59:15 – Qatar bombing and shifting Middle East dynamics Copyright © 2025 Cambridge House International Inc. All rights reserved.

The Sunday Session with Francesca Rudkin
Geoffrey Miller: geopolitical analyst on Winston Peters claiming New Zealand won't recognise a Palestinian state

The Sunday Session with Francesca Rudkin

Play Episode Listen Later Sep 27, 2025 9:12 Transcription Available


An international relations expert is deeming New Zealand's decision on Palestinian statehood as 'surprising'. Winston Peters confirmed at the UN General Assembly that we won't recognise a Palestinian state right now - as the conditions aren't right. Geopolitical analyst Geoffrey Miller says this decision is out of synch with our international allies, including Australia, the UK and Canada. "And these are states with which New Zealand is quite close with, when it comes to positions on the war in Gaza since October 7th. New Zealand has signed a number of joint statements with Australia and Canada, for example...it's worked very closely with those three." LISTEN ABOVESee omnystudio.com/listener for privacy information.

The Sunday Session with Francesca Rudkin
Full Show Podcast: 28 September 2025

The Sunday Session with Francesca Rudkin

Play Episode Listen Later Sep 27, 2025 116:53 Transcription Available


On the Sunday Session with Francesca Rudkin Full Show Podcast for Sunday 28 September 2025, Ken Follett is the master of the historical epic, this week he tells Francesca why he turned to Stonehenge for his new novel Circle of Days. Pub Choir has become a global phenomenon, it's founder Astrid Jorgensen talks about why she's so passionate about getting people singing and why being able to sing, isn't important. The Government has announced it's position on Palestinian statehood, Geopolitical analyst Geoffrey Miller on why our stance surprised him. Heard of Fat Bear Week? It's appointment viewing in Francesca's household so we cross to Alaska to see how bears preparing for hibernation became appointment viewing around the world. And Dr Michelle Dickinson brings us some of the wackiest science studies of the year. Get the Sunday Session with Francesca Rudkin Full Show Podcast every Sunday on iHeartRadio, or wherever you get your podcasts. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Supply Chain Now Radio
The Buzz: A New Era of Geopolitical Challenges

Supply Chain Now Radio

Play Episode Listen Later Sep 26, 2025 50:22 Transcription Available


In today's episode of Supply Chain Now, we dig into the imperative nature of supply chain transformation in the current global landscape, characterized by incessant change and complexity. Welcome to The Buzz, powered by EasyPost!Today, hosts Scott Luton and Jake Barr welcome special guests Pierre Abou Hamad, Managing Partner USA with Citwell, Inc., and Koray Kose, Founder and Chief Analyst with Kose Advisory. The conversation includes: The multifaceted challenges faced by supply chain leaders, particularly in the context of heightened geopolitical tensions and evolving market demandsCritical insights from industry leaders, who stress the necessity of embracing innovation and adaptability as key strategies for navigating these turbulent timesThe importance of effective communication and the cultivation of a resilient organizational culture that fosters continuous improvement. Tariff impact on coffee pricesJoin us as we embark on this exploration, and reflect on the profound implications of these discussions for the future of supply chain management.Additional Links & Resources:With That Said: https://bit.ly/4nmrLBy EasyPost: www.easypost.comSupply Chain Dive on coffee prices: https://bit.ly/CoffeePricesUpIdeology Versus Pragmatism: Choosing A Side In The Supply Chain Wars: https://bit.ly/SupplyChainWarsPierre Abou Hamad on USS Cassin Young: https://bit.ly/DestroyerAndSupplyChainEasyPost's Advanced Tracking: https://get.easypost.com/advanced-tracking Pierre on LinkedIn: https://www.linkedin.com/in/pierre-abou-hamad/Koray on LinkedIn: https://www.linkedin.com/in/koraykoese/The Bridge Webinar: https://event.on24.com/wcc/r/5090303/21DFF09E74113F3ED3821921E9F2CD2DLearn more about Supply Chain Now: https://supplychainnow.comWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-nowSubscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/joinWork with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkWEBINAR- The Power of Partnership: Building Long-Term Success with Automation Integrators: https://bit.ly/3Ie1WUOWEBINAR- The Optimized Digital Transformer: Key Concepts for Enhancing Modern Leadership: https://bit.ly/4gGWCGgWEBINAR- Reengineering supply chain planning: How to get more bang for your buck in 2026-

Sushant Pradhan Podcast
Ep: 475 | Chiran Jung Thapa: How Nepal Can Fix Its Security & Geopolitical Issues | Sushant Pradhan Podcast

Sushant Pradhan Podcast

Play Episode Listen Later Sep 25, 2025 67:00


Chiran Jung Thapa: How Nepal Can Fix Its Security & Geopolitical Issues. In this podcast, Chiran Jung Thapa, one of Nepal's leading security analysts and regional advisors, shares his deep insights on the state of Nepal's security system, the role of the Army and Police, and the geopolitical challenges Nepal faces today. From analyzing the current situation of Nepal to discussing reforms needed for the Nepal Police and the future role of the Nepal Army, Thapa provides both critical analysis and practical solutions. The conversation covers police gun firing conspiracies, corruption in promotions, digital forensics, and the aftermath of Gen Z protests. Chiran Jung Thapa also highlights why Nepal's security system struggles under pressure, the importance of infrastructure security, and where Nepal stands in terms of global security and regional geopolitics. We also explore why the Nepal Army has no interest in ruling the country, what reforms are urgently needed in the Nepal Police, and how social media plays a role in mobilization and solutions during national crises. This is a must-watch for anyone interested in Nepal's politics, security, and future direction. GET CONNECTED WITH Mr. Chiran Jung Thapa: Linkedin: https://www.linkedin.com/in/chiran-jung-thapa-3ba611/ X: https://x.com/chiranjungthapa  

The Clement Manyathela Show
UNGA deliberations: Is a body like the United Nations still relevant in today's geopolitical environment 

The Clement Manyathela Show

Play Episode Listen Later Sep 24, 2025 17:04 Transcription Available


Thabo Shole-Mashao standing in for Clement Manyathela speaks to Prof Dilip Menon, Director at the Wits Centre for Indian Studies and International relations expert to discuss the UN’s role in today’s turbulent world and whether it’s still relevant in shaping peace, justice, and cooperation. The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

Centered From Reality
Shadows of the Bernabéu: Real Madrid's Geopolitical Games & Hidden Struggles

Centered From Reality

Play Episode Listen Later Sep 24, 2025 34:49


All Things Policy
Bengaluru's Yellow Metro Line Through Geopolitical Tracks

All Things Policy

Play Episode Listen Later Sep 23, 2025 44:17


On 10 August 2025, after a long delay, the yellow metro line was finally inaugurated by PM Modi in Bengaluru. But just a month after the inauguration, long wait times, overcrowding and underutilisation of potential continue to plague the nearly 19 km line that connects RV Road with Bommasandra. The reason? Geopolitics, because of the involvement of a Chinese supplier of rolling stock.In this episode of All Things Policy, Lokendra sits down with Tannmay Kumarr Baid, a junior adjunct scholar with Takshashila, who has examined the geopolitical angle of the yellow metro line in a recently published discussion document co-authored with Pranay Kotasthane, deputy director, Takshashila. Join in the conversation as Tannmay unpacks the geopolitical factors as lessons learned for future metro projects. All Things Policy is a daily podcast on public policy brought to you by the Takshashila Institution, Bengaluru.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Find out more on our research and other work here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://takshashila.org.in/research-areas⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Check out our public policy courses here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://school.takshashila.org.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Privateer Station: War In Ukraine
War in Ukraine, Analytics. Day 1299: The Plan to Cut Ukraine Off From NATO. Arestovych, Shelest.

Privateer Station: War In Ukraine

Play Episode Listen Later Sep 21, 2025 56:23 Transcription Available


655,672 views Streamed live on Sep 15, 2025#Arestovich #Shelest #NATO #Zelensky #Putin #Trump #War➤ 00:00 Alexander Shelest: On-air poll – who will concede more with Trump's mediation?➤ 02:28 News: Ukraine is "a flourishing country". A discrepancy between public administration and what's happening on the front.➤ 06:45 Ukrainian magazine "Novoye Vremya": Supreme trinity (Zelensky, Yermak, Lytvyn) portryed on the cover running the country?➤ 09:00 Syrsky fired two corps commanders. What's happening on the front? Kupyansk, Konstantinovsky direction, Pokrovskoe, and Zaporizhzhia.➤ 14:18 Russian saboteurs in Yampol.➤ 17:05 Dnipropetrovsk Oblast – forced evacuation of 18 settlements.➤ 20:04 How does funding affect the Ukrainian Armed Forces?➤ 20:44 Poland's participation in the war: do the Poles want to fight?➤ 27:10 NATO has made mistakes in strategic development of its armed forces since 1991.➤ 31:10 Russian-Belarusian military exercises "Zapad-2025" with American military observers. India has crossed red lines – Indian army detachment has arrived for the exercises.➤ 36:40 Explosion of a train carrying ammunition in the Kyiv Oblast – Russia's Operation "Web"? The type of threat the West is unprepared for.➤ 38:10 Polish Foreign Minister and Deputy Prime Minister Sikorski: guarantees to Ukraine are impossible.➤ 41:30 Tusk: A drone was shot down over the Polish government. A demonstration of capabilities – "Putin's Spider Web" against Poland and the Baltic states.➤ 43:56 The West's strategic mistakes since 1991: The West is not prepared for sub-threshold provocations.➤ 45:40 A plan to cut NATO off from Ukraine.➤ 51:00 Anti-Polish hysteria among Ukrainians in response to the Polish president's policies.➤ 52:30 NATO acknowledged its aggressive policy and that everything is tied to it.➤ 54:25 The West is fighting the Global South and itself.➤ 55:47 The Ukrainian waris still a long way from finish.Olexiy Arestovych (Kiev): Advisor to the Office of Ukraine President : https://en.wikipedia.org/wiki/Oleksiy_ArestovychOfficial channel: https://www.youtube.com/channel/UCjWy2g76QZf7QLEwx4cB46gAlexander Shelest - Ukranian journalist. Youtube: @a.shelest   Telegram: https://t.me/shelestlive

The Jay Martin Show
China Resource Expert: Unmasking the Geopolitical Chess Game

The Jay Martin Show

Play Episode Listen Later Sep 20, 2025 81:18


Today on the show, Jay is joined by renowned geopolitical analyst Professor Warwick Powell. The pair explore the cultural and strategic differences that drive the global ambitions of the East and West, from China's rapid infrastructure expansion to America's legalistic approach. Discover how these dynamics are reshaping the future of global markets, particularly in the mining sector, and what it means for investors. Join us as we bridge the gap between geopolitics, commodities, and markets. Follow Warwick: https://substack.com/@warwickpowell https://x.com/baoshaoshan 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 0:00 – Intro 2:14 – Global response to the Shanghai Cooperation Summit 7:43 – SCO Development Bank vs. Belt and Road Initiative 14:37 – Indonesia's nickel industry as a case study 22:43 – Building a non-US dollar transaction system 30:24 – Digital currency impact and Chinese leverage 37:13 – Australia's future role and alignment in Asia 49:13 – Potential Australian neutrality explained 52:15 – Japan's strategic future and energy dependence 58:05 – Likelihood of China-Taiwan reunification this decade 1:05:22 – Comparing U.S. and China political cultures: engineers vs. lawyers Copyright © 2025 Cambridge House International Inc. All rights reserved.

Cognitive Dissidents
“Bitcoin is a Miracle”

Cognitive Dissidents

Play Episode Listen Later Sep 19, 2025 73:36


Jacob and Rob reunite after a long break, tracing the threads between a dizzying run of global events and markets that seem strangely calm. Jacob frames the conversation with parallels to the 1920s, questioning whether today's mix of political volatility, speculative fervor, and rapid technological change echoes past cycles of boom and fracture. Alongside Rob's market perspective, he explores AI's slowdown, labor shortages, and the looming electricity crunch, before pulling the discussion toward deeper questions of resilience, innovation, and Bitcoin's place in geopolitics.--Timestamps:(00:00) - Introduction and Welcome(00:37) - Catching Up with Rob(01:12) - Geopolitical and Market Overview(02:16) - Market Sentiment and Fundamentals(07:24) - Historical Comparisons and Economic Patterns(10:59) - Challenges in the Current Market(18:48) - CapEx Cycles and Future Projections(31:32) - Energy Infrastructure and Grid Issues(39:56) - Questioning the Centralized Grid(40:46) - Geopolitics and Energy Access(41:37) - Historical Parallels and Government Intervention(43:20) - The Future of Energy Consumption(48:25) - AI Adoption and Market Expectations(58:30) - Bitcoin and Geopolitical Shifts--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

The John Batchelor Show
HEADLINE: Nepal's "Gen Z Revolution" Against Corruption and Inequality, Amidst Geopolitical Influence GUEST NAME: Kelly Currie SUMMARY: Nepal faces its biggest governance challenge in decades as disillusioned youth, frustrated by corrupt elites

The John Batchelor Show

Play Episode Listen Later Sep 18, 2025 8:58


HEADLINE: Nepal's "Gen Z Revolution" Against Corruption and Inequality, Amidst Geopolitical Influence GUEST NAME: Kelly Currie SUMMARY: Nepal faces its biggest governance challenge in decades as disillusioned youth, frustrated by corrupt elites and deep inequality, ignite a "Gen Z revolution" marked by widespread protests, while China and India vie for influence in the poor, landlocked nation. Nepal is grappling with widespread "Gen Z" youth-led protests, marked by violence and targeting government institutions, driven by anger over corrupt elites and severe inequality. An interim government is forming to stabilize the country and organize elections. Meanwhile, Nepal, Asia's second poorest nation, is a growing battleground for influence between China and India. 1944 BOMBAY DETONATION

Multipolarista
What does Trump really want from the Federal Reserve?

Multipolarista

Play Episode Listen Later Sep 18, 2025 51:34


Why has Donald Trump consistently attacked the Federal Reserve and its chair Jerome Powell? And was the US central bank ever truly "independent"? Geopolitical economist Radhika Desai discusses with economist Michael Hudson. VIDEO: https://www.youtube.com/watch?v=6Fcwg6eFGu4 This is part of the program Geopolitical Economy Hour. You can watch other episodes of the show here: https://youtube.com/playlist?list=PLDAi0NdlN8hMl9DkPLikDDGccibhYHnDP Radhika's website: https://RadhikaDesai.com Michael's website: https://Michael-Hudson.com

Inside the Strategy Room
269. Strategy under geopolitical and macroeconomic uncertainty

Inside the Strategy Room

Play Episode Listen Later Sep 18, 2025 33:11


The current climate of geopolitical and macroeconomic uncertainty can complicate the strategy process and can make the idea of waiting for calmer times look attractive. But as our guests today point out, waiting out the storm is not an option. Instead, organizations need to make bold strategic moves rooted in a thorough understanding of how they create value and the market conditions they face. In this episode, Sean is joined by Matt Watters, who is a leader in our Geopolitics, Government, and Strategy and Corporate Finance Practices and a partner in our New Jersey office. Matt’s work focuses on growth and innovation in industries with evolving global dynamics, including defense, space, semiconductors, high tech, and cybersecurity. Ezra Greenberg also joins the podcast and is a partner in our Connecticut office, where he advises executives and investors across multiple sectors on how macro forces and global trends impact critical strategy and investment decisions under uncertainty. Related insights In a moment of tariffs, can the world find balance and trust to thrive? How American business can prosper in the new geopolitical era Restricted: How export controls are reshaping markets Tariffs on the move? A guide for CEOs for 2025 and beyond A proactive approach to navigating geopolitics is essential to thrive Strategy beyond the hockey stick: People, probabilities, and big moves beat the odds Building geopolitical resilience: A conversation with Michèle Flournoy Taking a proactive approach to geopolitics McKinsey Insights on Strategy & Corporate Finance McKinsey Strategy & Corporate Finance on LinkedInSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

The Pomp Podcast
Why The World Is Moving Towards Bitcoin, India, & Networks | Balaji Srinivasan

The Pomp Podcast

Play Episode Listen Later Sep 17, 2025 78:48


Balaji Srinivasan is an entrepreneur and investor. He is also the author of the Network State and the founder of the Network School. In this conversation we talk about geopolitics, what is going on with China, US decline, why India is so important, bitcoin, gold, land, guns, and what is going on with the Network School.  (https://ns.com/) (https://thenetworkstate.com/) ======================Pomp writes a daily letter to over 270,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: ⁠⁠https://pomp.substack.com/⁠⁠======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/======================Bitlayer is taking Bitcoin beyond just a store of value. For the first time, you can put your Bitcoin to work, earning yield while staying true to its core principles of security and decentralization. Bitlayer is making Bitcoin DeFi a reality. Learn more at https://x.com/BitlayerLabs======================TimeStamps:0:00 - Intro2:00 - US decline and China strength?7:09 - What US environment and regulation should look like16:34 - The rise of India and improved infrastructure24:05 - Geopolitical landscape and the role of India45:16 - The war for talent and digital nomad visas51:29 - America is the greatest empire of all time56:24 - Bitcoin, gold, the dollar, and guns1:08:40 - What is the Network School?

New Books Network
George Papaconstantinou and Jean Pisani-Ferry, "New World New Rules: Global Cooperation in a World of Geopolitical Rivalries" (Agenda, 2024)

New Books Network

Play Episode Listen Later Sep 17, 2025 43:42


The need for collective action has never been greater, but geopolitics, structural changes and diverging preferences mean that existing global governance arrangements, devised at Bretton Woods in the 1940s, are either unravelling or outmoded. Reconciling this contradiction is today's pressing global policy challenge.In New World New Rules: Global Cooperation in a World of Geopolitical Rivalries (Agenda, 2024), two of Europe's most-experienced policymakers and analysts outline a new agenda for global governance. They examine governance practices across several key policy areas - climate, health, trade and competition, banking and finance, taxation, migration and the digital economy - and consider what works and what doesn't, and why. The global governance solutions they put forward are ambitious but pragmatic. They require complexity, flexibility and compromise. Attributes that global governments are demonstrably short of, but today's global crises urgently demand. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

New Books in Military History
George Papaconstantinou and Jean Pisani-Ferry, "New World New Rules: Global Cooperation in a World of Geopolitical Rivalries" (Agenda, 2024)

New Books in Military History

Play Episode Listen Later Sep 17, 2025 43:42


The need for collective action has never been greater, but geopolitics, structural changes and diverging preferences mean that existing global governance arrangements, devised at Bretton Woods in the 1940s, are either unravelling or outmoded. Reconciling this contradiction is today's pressing global policy challenge.In New World New Rules: Global Cooperation in a World of Geopolitical Rivalries (Agenda, 2024), two of Europe's most-experienced policymakers and analysts outline a new agenda for global governance. They examine governance practices across several key policy areas - climate, health, trade and competition, banking and finance, taxation, migration and the digital economy - and consider what works and what doesn't, and why. The global governance solutions they put forward are ambitious but pragmatic. They require complexity, flexibility and compromise. Attributes that global governments are demonstrably short of, but today's global crises urgently demand. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/military-history

America's Truckin' Network
9-17-25 America's Truckin' Network

America's Truckin' Network

Play Episode Listen Later Sep 17, 2025 49:56 Transcription Available


Kevin covers the following stories: Chris Spear, President, American Trucking Associations penned an editorial "Tax Cuts Keep Supply Chain Moving"; the U.S. Commerce Department reported August Retail Sales; CNBC/NRF (National Retail Federation) released their Retail Monitor Report; Winners and Losers from the August Retail Sales Report; the National Association of Home Builders (NAHB)/Wells Fargo Housing Market Index was released; Economic reports and Geopolitical events affecting oil and gas prices; Kevin has the details, digs through the data, puts the information into historical perspective, offers his insights and opinions.

Operation Red Pill
Ep. 179 – Secret Societies | The Geopolitical Orders: The Club of Rome, CFR, and The United States

Operation Red Pill

Play Episode Listen Later Sep 17, 2025 166:23


Episode Synopsis:Are political secret societies only focused on improving international cooperation, or is the heart of their mission really to unify all nations into a single institution of global governance?We talk about this and much more, including:What is the Bilderberg group, and is it being used as the recruitment arm of the Committee of 300?Are geopolitical secret societies steering events on the global stage?Is the United States both a geopolitical and esoteric secret society? What are objectives of the Club of Rome?Who are some of the major players in the geopolitical secret societies?Original Air DateSeptember 17th, 2025Show HostsJason Spears & Christopher DeanOur PatreonConsider joining our Patreon Squad and becoming a Tier Operator to help support the show and get access to exclusive content like:Links and ResourcesStudio NotesA monthly Zoom call with Jason and Christopher And More…ORP ApparelMerch StoreConnect With UsLetsTalk@ORPpodcast.comFacebookInstagram

New Books in Political Science
George Papaconstantinou and Jean Pisani-Ferry, "New World New Rules: Global Cooperation in a World of Geopolitical Rivalries" (Agenda, 2024)

New Books in Political Science

Play Episode Listen Later Sep 17, 2025 43:42


The need for collective action has never been greater, but geopolitics, structural changes and diverging preferences mean that existing global governance arrangements, devised at Bretton Woods in the 1940s, are either unravelling or outmoded. Reconciling this contradiction is today's pressing global policy challenge.In New World New Rules: Global Cooperation in a World of Geopolitical Rivalries (Agenda, 2024), two of Europe's most-experienced policymakers and analysts outline a new agenda for global governance. They examine governance practices across several key policy areas - climate, health, trade and competition, banking and finance, taxation, migration and the digital economy - and consider what works and what doesn't, and why. The global governance solutions they put forward are ambitious but pragmatic. They require complexity, flexibility and compromise. Attributes that global governments are demonstrably short of, but today's global crises urgently demand. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/political-science

New Books in World Affairs
George Papaconstantinou and Jean Pisani-Ferry, "New World New Rules: Global Cooperation in a World of Geopolitical Rivalries" (Agenda, 2024)

New Books in World Affairs

Play Episode Listen Later Sep 17, 2025 43:42


The need for collective action has never been greater, but geopolitics, structural changes and diverging preferences mean that existing global governance arrangements, devised at Bretton Woods in the 1940s, are either unravelling or outmoded. Reconciling this contradiction is today's pressing global policy challenge.In New World New Rules: Global Cooperation in a World of Geopolitical Rivalries (Agenda, 2024), two of Europe's most-experienced policymakers and analysts outline a new agenda for global governance. They examine governance practices across several key policy areas - climate, health, trade and competition, banking and finance, taxation, migration and the digital economy - and consider what works and what doesn't, and why. The global governance solutions they put forward are ambitious but pragmatic. They require complexity, flexibility and compromise. Attributes that global governments are demonstrably short of, but today's global crises urgently demand. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/world-affairs

Sushant Pradhan Podcast
Ep:471| Nepal's Geopolitical Crisis: Assassination & Gen Z Protest | Jason x Dipak | Sushant Pradhan Podcast

Sushant Pradhan Podcast

Play Episode Listen Later Sep 17, 2025 149:58


Nepal's Geopolitical Crisis: Assassinations & Gen Z Protests. In this powerful episode, Jason Baidya and Dipak Gyawali unpack the turbulent landscape of Nepal's politics and its intersection with global geopolitics. From youth frustration and constitutional amendments to the Belt & Road conflict, Bangladesh protests, and the growing influence of India, China, Russia, and the U.S.—this conversation dives deep into the challenges shaping Nepal's future. Key discussions include: Nepal's unstable governance, the role of NGOs, corruption, de-dollarization, social media bans, and whether a new kind of leadership can emerge to guide the nation forward. GET CONNECTED WITH Dr. Dipak Gyawali: X: https://x.com/dipak_gyawali  

The Dividend Cafe
Monday - September 15, 2025

The Dividend Cafe

Play Episode Listen Later Sep 15, 2025 14:51


Today's Post - https://bahnsen.co/3K56sWb Market Trends, Geopolitical Insights, and Economic Outlook - Dividend Cafe September 15th In this episode of Dividend Cafe, guest host Brian Szytel covers the day's market activity, noting minor gains in the DOW, S&P, and Nasdaq. He discusses the current cyclical versus defensive stock imbalance, historical trends in high yield bond spreads, and an uptick in small cap performance. Brian addresses geopolitical issues with key insights into U.S. and NATO sanctions on Russia, and the impact of ongoing inflation on consumer goods. Additionally, he explores labor market shifts post-COVID, anticipated Federal Reserve rate cuts, and the potential changes in corporate earnings reporting frequency. The show concludes with a preview of upcoming meetings with asset managers in New York City, offering a glimpse into the strategies and analyses shaping future investment decisions. 00:00 Introduction and Market Overview 00:50 Market Cyclicals and Defensives Analysis 02:14 Credit Market Insights 03:27 Geopolitical and Public Policy Discussion 06:09 Inflation and Employment Market Update 08:12 Federal Reserve and Interest Rates 09:01 Energy Sector Highlights 09:49 SEC Reporting Changes 10:55 Annual Manager Meetings in New York 12:05 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Confluence Podcasts
Bi-Weekly Geopolitical Report – The Great AI Race: A Sputnik Moment for the 21st Century (9/15/2025)

Confluence Podcasts

Play Episode Listen Later Sep 15, 2025 9:14 Transcription Available


The race for global AI dominance has crucial implications for governments and financial markets. Much like Sputnik, this isn't just about a single technological achievement. Confluence Associate Market Strategist Thomas Wash discusses how the future of the global order is at stake and offers some guidelines for investors.

History of South Africa podcast
Episode 240 - Carnarvon's Confederation, a Pre-scramble for Africa Geopolitical Mashup & Free State Ships

History of South Africa podcast

Play Episode Listen Later Sep 14, 2025 25:28


This is episode 240 and our swivels to the north - a Great Apostle for Confederation and the pre-Scramble for Africa Geopolitical Omlette. Part of this story is a continuation of the Langalibalele Affair in Natal which had created the perception that the authorities there were unable to cope. This provided an opportunity for Colonial office back in England to consider radical moves like forcing through a Confederation of South African colonies. Throughout the 1870s, Lord Carnarvon the British Secretary of State for the Colonies attempted to unite both the colonies and the Boer Republics into a self-governing — settler self-governing — dominion under the British flag. This was a somewhat grandiose scheme and there's a heady debate amongst historians about why Carnarvon tried to do this. We're going to take a closer look at what was going on internationally and how South Africa factored into this global picture because its part of the story. The concept of a confederated South Africa was obviously opposed by the Boer Republics. More significantly, it was also opposed by the Molteno Administration of the Cape Colony which was the biggest and the richest South African state by far. Liberal humanist historians believe Carnarvon wanted confederation to protect blacks from the colonials - but that's a shallow version of events. It was in Natal where the largest portion of the white population favoured confederation but even there lieutenant Governor Chilly Pine described an ‘apathy and indifference' to the policy by some. John X Merriman who was a member of Molteno's cabinet said “The fact is that the cry for Confederation is purely an extraneous one, born in the brain of Lord Carnarvon, local prejudice and local jealousy tending the other way…” Molteno and his Merriman were focused on infrastructure, work had begun on the Cape Parliamentary buildings in 1874, government funding of education was legislated, and the Molteno Government also established the South African public library system.  Nevertheless, in other circles in South Africa the call for Federation was growing — take the merchants of Port Elizabeth and a large section of English-speaking Natalians for example. With regard to the Port Elizabethans, the easterners as they were known, it was as matter of being dominated by western based politicians — western as in Western Cape just for clarification. Natal had yet to receive responsible government, unlike the Cape. Given the various political currents surging about the region, why did Carnarvon pursue the idea of Conferederation so aggressively? Theophilus Shepstone could be one reason. The Veteran of Natal's Native Affairs had met Carnarvon and converted him to what historian RL Cope calls an instrument of the sub-imperialist forces emanating from Natal. There was as paradox here. The tiny white minority of Natal was fearful of the black majority and therefore harboured impulses to bring further tracts of African territory under British Control. It was this demographic imbalance that drove the colonials voice, but it was a contradictory position for any imperial government to take. Why support a tiny group — unlike in the Cape which had a vibrant economy and was dominated by settler interests both financially and demographically. For Natalians, the perpetual labour shortage seemed insurmountable, maybe a forced union of some sort would open up other colonies where labour could be exploited. With both Carnarvon and Shepstone believing in Confederation, trifling over black labour appeared to be the least of their challenges. Furthermore, in Port Elizabeth, a powerful voice supporting their position was also developing rapidly. And he had cash to burn. That was founder of the Standard Bank, John Paterson. As a leading Port Elizabeth merchant, the Cape Argus described him as “A great apostle of confederation..”

Privateer Station: War In Ukraine
War in Ukraine, Analytics. Day 1292: War Trends that Commander Syrsky Will Not Report On. Arestovych, Shelest.

Privateer Station: War In Ukraine

Play Episode Listen Later Sep 14, 2025 63:22 Transcription Available


696,732 views Streamed live on Sep 8, 2025 ➤ 00:00 Alexander Shelest: broadcast format.Poll: pick the year from the list when, in your opinion, Ukraine took a wrong turn?➤ 03:10 Ukrainian Cabinet of Ministers hit with Russian Iskander - another escalation of the war?➤ 09:03 Zelensky: Russians are concentrating strikes on Ukrainian energy systems.➤ 10:55 Are there any prospects for stopping the war?➤ 11:32 Hypnotized Idiocracy of the Ukrainian population: Ukraine's victories from Syrsky during the Russian offensive on the Dnipropetrovsk region. Sternenko: up to 60% of FPV drones purchased by the Ukrainian Ministry of Defense are unusable for combat.➤ 16:15 Undisguised terror of the Ukrainian population (women in Vinnytsia): Billboard – Reality – Ruling class. A trend that Syrsky won't talk about: Ukrainian defense forces are slowly melting away.➤ 20:30 The thinking capacity of the population is being systemically destroyed.➤ 22:35 Former Ukrainian Foreign Minister Kuleba in Krakow: interview with journalists. Zelensky's repressions.➤ 27:50 Number of people fleeing the USSR and Ukraine: Stalin vs. Zelensky.➤ 29:45 Orban on the political crisis in France and the scenario for Ukraine – "3 Ukraines".➤ 33:48 Will Trump pressure Europe? What is happening in the context of peace talks?➤ 39:02 What does the continuation of war has in store for Ukrainians?➤ 42:20 Why do the Ukrainian people allow themselves to be treated this way, why do they support the government?➤ 47:55 Why did Zaluzhny protest in London against the performance of the Russian singer Netrebko?➤ 51:29 The situation at the front - negative trends. In the Sumy region, Russian troops aspire to create a demilitarized zone.➤ 54:19 The disaster in Kupyansk. What is the danger of losing Kupyansk?➤ 56:20 The Izyum - Slavyansk highway.➤ 01:02:15 Mezhevaya - the shadow of the looming front. Advancement in the Dnipropetrovsk region.➤ 01:05:29 Survey results: the year Ukraine took a wrong turn – 1991.Olexiy Arestovych (Kiev): Advisor to the Office of Ukraine President : https://en.wikipedia.org/wiki/Oleksiy_ArestovychOfficial channel: https://www.youtube.com/channel/UCjWy2g76QZf7QLEwx4cB46gAlexander Shelest - Ukranian journalist. Youtube: @a.shelest   Telegram: https://t.me/shelestlive

Financial Sense(R) Newshour
Christian Takushi on America's Next Pearl Harbor (Preview)

Financial Sense(R) Newshour

Play Episode Listen Later Sep 12, 2025 3:04


Sep 11, 2025 – Are we on the brink of a second Cold War turning hot? Geopolitical strategist Christian Takushi reveals the hidden forces reshaping global power—and why the West may be more vulnerable than we think. In this riveting discussion, Takushi delves...

The John Batchelor Show
Kelly Currie. Gordon Chang. Indonesia Navigates Geopolitical Tensions and Domestic Instability Amidst Cabinet Shuffle. Indonesian President Prabowo attended a Chinese parade, balancing China's investment with other alliances amidst domestic protests.

The John Batchelor Show

Play Episode Listen Later Sep 9, 2025 10:40


     Kelly Currie. Gordon Chang. Indonesia Navigates Geopolitical Tensions and Domestic Instability Amidst Cabinet Shuffle. Indonesian President Prabowo attended a Chinese parade, balancing China's investment with other alliances amidst domestic protests. Indonesia grapples with persistent corruption, police brutality, and deep-seated societal tensions. A cabinet reshuffle, replacing Finance Minister Sri Mulyani Indrawati, risks economic instability despite growth promises. Indonesia seeks US balance against China. 1947

The John Batchelor Show
Malcolm Hoenlein. Jerusalem Terror Attack and Gaza Offensive Amidst Global Geopolitical Shifts. A Jerusalem bus terror attack killed six; Gaza offensive targets Hamas infrastructure amidst propaganda. UAEcondemned the attack. France's government fell, im

The John Batchelor Show

Play Episode Listen Later Sep 9, 2025 13:35


Malcolm Hoenlein. Jerusalem Terror Attack and Gaza Offensive Amidst Global Geopolitical Shifts. A Jerusalem bus terror attack killed six; Gaza offensive targets Hamas infrastructure amidst propaganda. UAEcondemned the attack. France's government fell, impacting Macron's Palestinian state push. Iraq probes Iranian oil smuggling, and Iran established UK sleeper cells. A controversial anti-American Detroit conference, with Congresswoman Tlaib, occurred. Public support for Israel remains strong. 1914 RED CRESCENT PALESTINE

The John Batchelor Show
CONTINUED Malcolm Hoenlein. Jerusalem Terror Attack and Gaza Offensive Amidst Global Geopolitical Shifts. A Jerusalem bus terror attack killed six; Gaza offensive targets Hamas infrastructure amidst propaganda. UAEcondemned the attack. France's governme

The John Batchelor Show

Play Episode Listen Later Sep 9, 2025 4:15


CONTINUED  Malcolm Hoenlein. Jerusalem Terror Attack and Gaza Offensive Amidst Global Geopolitical Shifts. A Jerusalem bus terror attack killed six; Gaza offensive targets Hamas infrastructure amidst propaganda. UAEcondemned the attack. France's government fell, impacting Macron's Palestinian state push. Iraq probes Iranian oil smuggling, and Iran established UK sleeper cells. A controversial anti-American Detroit conference, with Congresswoman Tlaib, occurred. Public support for Israel remains strong 1914 GREAT WAR PALESTINE

The John Batchelor Show
#NewWorldReport: Bolsonaro and lawfare. Joseph Humire @JMHumire @SecureFreeSoc. Ernesto Araujo, former Foreign Minister Republic of Brazil. #NewWorldReportHumire. Alejandro Pena Esclusa, Venezuelan writer and geopolitical commentator.

The John Batchelor Show

Play Episode Listen Later Aug 26, 2025 7:44


#NewWorldReport: Bolsonaro and lawfare. Joseph Humire @JMHumire @SecureFreeSoc. Ernesto Araujo, former Foreign Minister Republic of Brazil. #NewWorldReportHumire. Alejandro Pena Esclusa, Venezuelan writer and geopolitical commentator. 1910