Podcasts about geopolitical

Stephen Grootes speaks to Victor Kgomoeswana, Author of Africa Bounces Back & marketing and communication executive director at University of Limpopo, about why rising xenophobia, geopolitical tensions and growing anti-foreign sentiment in several African markets are becoming a major concern for multinational businesses, following MTN's warning about these trends, and what these pressures could mean for investment, expansion and economic growth across the continent. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     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/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   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/Radio702 See omnystudio.com/listener for privacy information.

After a volatile week, global markets are starting the new trading session on a stronger footing. Investor sentiment improved overnight following reports that renewed US-Iran talks aimed at easing Middle East tensions could begin as early as today, sending oil prices down more than 5%. Meanwhile, the Japanese yen is emerging as one of the day's standout performers, extending its gains against the US dollar after confirmed intervention efforts by both US and Japanese authorities. In today's episode, Mensur Pocinci, Head of Technical Analysis, shares his latest market insights, examining the technical outlook for the Japanese yen, Asian semiconductor stocks, and US Treasuries, and discussing what these trends could signal for investors in the weeks ahead.(00:00) - Introduction: Jan Bopp, Product & Investment Content (01:18) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (07:08) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis Research (09:48) - Closing remarks: Jan Bopp, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Geopolitical uncertainty is forcing the Government to push fuel assistance out a while longer. Finance Minister Nicola Willis says they'll continually review the package. Willis says there was a period when petrol prices dipped below $3 a litre, but they're climbing again. "Treasury are forecasting prices could remain above $3 through August and September, so we've agreed to keep the temporary supports in place for now, because there hasn't been a sustained reduction in price." LISTEN ABOVESee omnystudio.com/listener for privacy information.

राजकारणात जेव्हा स्वतःचाच राजा तुमच्या जीवावर उठतो, तेव्हा शत्रूसमोरही हात पसरावे लागतात! मुघल दरबारातील सततच्या अपमानाने संतापून निझामाने वजीरपदाचा राजीनामा दिला आणि तो दक्षिणेकडे निघाला. पण बादशहाने त्याला कायमचे संपवण्यासाठी भयंकर सिक्रेट ट्रॅप लावला... मुबारीझ खान याला निझामाला मारण्याचे गुप्त फर्मान आणि दख्खनची सुभेदारी दिली! आता निझामाची अवस्था अतिशय भयंकर झाली होती, तो चारही बाजूंनी कोंडीत पकडला गेला. दिल्लीचे दरवाजे बंद आणि दक्षिणेत मृत्यू उभा. स्वतःचा जीव वाचवण्यासाठी या गर्विष्ठ निझामाला एकाच माणसाची आठवण आली... आपला सुपर-कूल बाजीराव! १८ मे १७२४ रोजी नालछा येथे निझामाने बाजीरावासमोर मदतीसाठी अक्षरशः पदर पसरला. आणि इथेच बाजीरावाने आपला ऐतिहासिक जिओ-पॉलिटिकल मास्टरस्ट्रोक खेळला! फुकट मदत न करता, बाजीरावाने चौथाई आणि सरदेशमुखीचे हक्क कागदावर मान्य करून घेतले... आणि या मोहिमेचा सर्व खर्चही निझामाच्या माथी मारला! शत्रूच्याच पैशावर फौज पोसून दोन शत्रूंना एकमेकांसोबत लढवून स्वतःचा फायदा करून घेण्याचा हा स्वॅग अफाट होता! पण निझाम इतक्या सहजासहजी उपकार विसरणारा नव्हता... तो आता शाहू महाराजांच्या विरोधात कोणता भयंकर डाव टाकणार होता? ... [Music Fades Out]... Learn more about your ad choices. Visit megaphone.fm/adchoices

Get 30 Days of Merlin free at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MerlinCrypto.Com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ In this high-stakes episode of Markets Radar, we go deep behind the scenes of two massive regulatory and geopolitical standoffs that are rewriting the global financial playbook. First, we unpack the sudden stalling of the Clarity Act in Washington. Once hailed as the ultimate legislative savior for the cryptocurrency market, the bill has hit a double-barreled wall of opposition. We break down the explosive ethics battle surrounding Donald Trump's unprecedented $1.4 billion crypto windfall, the fierce lobbying from community banks warning of a massive drain on local deposits, and why prediction markets are slashing the odds of the bill's passage to historic lows as the critical August Senate recess looms. Then, we shift our radar to South America's economic powerhouse for an escalating international crisis. Brazilian President Luiz Inácio Lula da Silva is locked in a fierce diplomatic standoff with Argentina and the U.S. over alleged election interference. We dissect Argentine President Javier Milei's fiery, norm-shattering campaign trail appearance in São Paulo, Brazil's decision to recall its ambassador, and the deeper economic story—how trade constraints have pushed Brazilian exports to the U.S. to near 30-year lows while fueling a massive trade pivot to China.Tune in as we analyze these critical crossroads and map out what this heightened geopolitical volatility means for your portfolio's risk premium. Enjoy! Join the Age of Radio Discord | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/EeamD8WcjN⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow me on Goodpods ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://goodpods.app.link/usUyBZzhuNb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Free Financial Consultation: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/B6nNZ2FbxbhESCHg9⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Red Wizard Gaming Society: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/9D43EszdUB⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   DM if you are interested in Life Insurance! If you or someone you know has been struggling or in crisis please call or text 988 or chat ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠988lifeline.org⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  

Andrew Cushman shares his journey from engineering graduate to real estate powerhouse, highlighting the critical lessons learned from acquiring over 3,000 units across the Southeast. He dives into what's really happening on the ground right now, including the surprising resilience of operations in Sun Belt markets, the true impact of rising interest rates, and the risks lurking in distressed lower-end properties. You'll discover why many deals are stalling due to lenders extending and pretending, and how private debt is both a risk and an opportunity. Andrew Cushman Founder & Principal of Vantage Point Acquisitions Based in: Los Angeles Metropolitan Area Where to find them: https://www.linkedin.com/in/andrewcushmanvpa https://www.vpacq.com/ Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://malabarhillcapital.com/ for more info. Podcast production done by⁠ ⁠Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices

Geopolitical expert Michael Doran argues that Middle East stability depends on the U.S. winning its long war with Iran. He warns the “rabid dog” regime remains a paused but persistent danger.Doran also unpacks how China is using the Middle East as a laboratory to test how America defends against missiles and drones before any move on Taiwan. He warns that anti-ship ballistic missiles supplied to Iran and the Houthis exist for one purpose: sinking American aircraft carriers.Michael Doran is a Senior Fellow at the Hudson Institute and director of its Center for Peace and Security in the Middle East. A former George W. Bush administration National Security Council director, he is the author of Ike's Gamble and a leading voice on Iran, Israel and U.S. strategy.

Round two. Same four analysts, a lot more whiskey, and a lot less structure. Peter Zeihan, Marko Papic, and Matt Gertken sit back down with Jacob - a man who cut his teeth pestering all three of them for their pieces as a Stratfor intern - for an unfiltered conversation about how they actually became geopolitical strategists. They trade formative-moment stories from Stratfor's early-2000s "golden age" (including the Egypt/Mubarak call that made Jacob's career), debate whether corporate America can ever hire real geopolitical talent, and each name the one book that shaped how they see the world - from World War Z to Aristotle to The Ingenuity Gap. Along the way: George Friedman lore, the DC Comics-vs-Marvel theory of geopolitical shops, and a genuinely moving closing tribute to the mentor who built this whole coaching tree. Part reunion, part masterclass in how to think about the world - and part roast session.--Timestamps:(00:00) - Welcome Back Round Two(00:52) - Whiskey And Loose Format(01:34) - Formative Stratfor Moments(02:24) - Arab Spring Cred Test(04:17) - Stratfor Coaching Tree(07:50) - Pipeline After Cold War(14:17) - Academia Versus Geopolitics(17:14) - Analyst Craft And Courage(20:22) - Chief Geopolitical Officer Debate(22:55) - Training Gap And Time Horizons(25:29) - Universities And MBA Reform(27:39) - Ideology And Groupthink(30:02) - Theory Versus Practice(30:57) - Frameworks Beat Facts(31:44) - Operationalizing Geopolitics(34:24) - Training Pipelines and MBAs(37:39) - Sector Specialists and Scale(40:01) - Everyone a Geostrategist(41:01) - Deglobalization in Fashion(42:51) - Formative Books Roundtable(51:07) - Great Men and Psychology(54:21) - Empathetic Analysis Explained(56:25) - Displacement and Perspective(58:23) - Formative Experiences Teaser(58:50) - Yugoslavia Falls Apart(59:15) - Tito Memories and Disillusion(59:58) - Conspiracies and Nihilism(01:01:23) - Identity in the Balkans(01:03:51) - Living With Uncertainty(01:04:39) - Midwest Roots and Leaving Home(01:06:18) - Can Places Change(01:07:32) - America as Debate Laboratory(01:10:22) - Learning to Write Analysis(01:14:39) - Chip on Shoulder Mindset(01:18:22) - Morality Versus Analysis(01:21:12) - Breaking Intellectual Chains(01:23:53) - Finding the Fulcrum Question(01:24:43) - Final Words and Gratitude--Geopolitical Cousins 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.Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.Marko's Book & Newsletter: www.geopoliticalalpha.com/marko-papic Marko's Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/Marko's Twitter: https://x.com/Geo_papicMarko's Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro

Steve Bruce discusses the key questions facing investors following the latest earnings season and Fed meeting, including when AI spending will begin translating into meaningful returns. He highlights opportunities in U.S. small caps, commodities, and emerging markets, arguing that attractive valuations, inflation protection, and exposure to the global AI supply chain could help drive long-term performance despite ongoing geopolitical uncertainty.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Even supply chains that are largely confined to one region are affected by global events.

STREAMING THE MAKING OF THE JBS, 7-29-26The provided text is a transcript from the John Batchelor Show, featuring a detailed discussion between hosts and experts regarding escalating geopolitical tensions involving China, Iran, and the South China Sea. The speakers highlight provocative Chinese military actions, including maritime bullying of Filipino personnel and the rare launch of a first-strike missile system from a submarine. Experts also examine a reported arms deal between China and Iran for anti-aircraft missiles, suggesting this marks a significant escalation in global instability. Additionally, the dialogue explores domestic turmoil within the Chinese Communist Party, specifically focusing on vacancies in the Central Military Commission and the unusual absence of Xi Jinping from high-profile commemorative events. Finally, the segment addresses the strained diplomatic and economic relations between the United States and Canada, noting a shift in Canadian public perception toward China and the U.S. amid trade disputes.

General Blaine Holt analyzes reports of China supplying advanced shoulder-launched missiles (MANPADS) to Iran via Hong Kong and Pakistan, signaling a major geopolitical shift. Holt explains that while these weapons threaten low-flying aircraft, the supply chain is vulnerable to intelligence interdiction. Holt observes that recent Iranian escalations in Iraq and the Gulf suggest a fragmented leadership in disarray rather than a cohesive strategy. The US and Saudi Arabiaare actively striking Iranian-backed militias. (13)1930 TOKYO

The US dollar has been whipsawing — pulling back as the US-Iran attacks paused, while simultaneously hitting 40-year highs against the yen — creating a confusing picture for currency and international investors. We explore what these dollar dynamics mean for your international holdings and the broader economic outlook.Today's Stocks & Topics: Brookfield Corporation (BN), Market Wrap, Share Dilution, Amazon.com, Inc. (AMZN), Is the US Dollar Losing Its Edge? The Dollar Outlook in the Age of Oil Shocks and Geopolitical Risk, The Coca-Cola Company (KO), Targa Resources Corp. (TRGP), EMCOR Group, Inc. (EME), Hedge Funds Demand.Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Cory Fleck and Shad Marquitz reconnect after a brief summer break to digest the latest price action across the commodity space. They take a close look at what's driving the current market grind and where key sectors could be heading as the seasonal lull plays out. Key Discussion Points: Summer doldrums in full effect: Why low liquidity and quiet trading volume are keeping precious metals and broader commodities stuck in correction territory. Fed policy and bond market realities: What rising ten-year yields mean for dollar strength and metals momentum. Gold and silver chart setups: Looking at whether precious metals are quietly building a floor or just pausing before another leg lower. Copper resilience versus equity lag: Why physical copper price action has stayed sturdy while copper stocks continue to drag. Energy market wildcards: How ongoing geopolitical tension, crude swings, and shifting supply lines affect oil, and longer term potential future demand for natural gas, uranium, and critical minerals. Navigating junior mining stocks: What investors need to keep in mind regarding cash burn, drill results, and tight financing conditions.   Please let us know your thoughts in the comments or through email! Our email addresses are Fleck@kereport.com and Shad@kereport.com       ----------------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Matty A. and Ryan Breedwell dive into a packed week for the financial markets, starting with predictions for the upcoming FOMC rate decision and the impact of the ongoing Iran conflict on global oil prices. They explore how inflation and geopolitical tensions are keeping the S&P 500 range-bound, while highlighting crucial earnings reports from major AI and semiconductor companies like SanDisk, Seagate, and Nvidia.The hosts also analyze the recent spike in United States real estate foreclosures, breaking down why record-high homeowner equity and supply shortages mean a housing crash is highly unlikely. Finally, the conversation shifts to digital assets, discussing the Crypto Clarity Act, the regulatory threat to meme coins, and how tokenization could soon reshape institutional finance.KEY TOPICS DISCUSSEDFOMC rate hike probabilities and Citadel's surprise hike prediction.Impact of the Iran conflict on global oil prices and WTI trends.Semiconductor stock pullbacks and AI data storage investments.Q2 tech earnings expectations for Meta, Apple, and Microsoft.Analysis of rising United States real estate foreclosures compared to 2019.Record homeowner equity and the national housing supply shortage.The Crypto Clarity Act and the future of real world asset tokenization.Regulatory crackdowns on meme coin markets and platforms like PumpFun.KEY TAKEAWAYSA surprise FOMC rate hike is highly unlikely given current market conditions, despite some hawkish institutional forecasts.Geopolitical energy shocks are being digested faster by the market, with oil prices retreating sharply after recent spikes.Semiconductor and memory storage companies present strong buy opportunities as they continue to beat earnings despite broader tech sector pullbacks.The current real estate market is insulated from a crash due to a massive 11 trillion dollars in tappable equity and pervasive sub-6 percent mortgage rates.The impending Crypto Clarity Act will likely eliminate unregulated meme coin exchanges while attracting trillions in institutional capital to legitimate tokenization projects.CONNECT & TAKE ACTIONImagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.

Sixteen years after last sharing a table together, four Stratfor alumni reunite for a wide-ranging conversation on the decade ahead. Jacob and Marko are joined by Peter Zeihan, and Matt Gertken to tackle three questions: How does the world end in the next 10 years? What core belief could each of us get wrong? And what's the least expected, most likely thing to happen next?The conversation ranges from deglobalization and collapsing oil supply chains to the demographic cliff facing the developed world, the odds of deflation versus inflation in the 2030s, and whether the global order ends up multipolar, bipolar, or unipolar. They also debate the odds of a US-China clash over Taiwan, and whether the nation-state can survive a coming showdown with the tech companies and billionaires who increasingly control critical infrastructure - including orbit.--Timestamps:(00:00) - Welcome and Setup(02:05) - Reunion at the Table(03:11) - Episode Premise and Format(04:22) - Zeihan on Deglobalization(06:42) - Energy Shock Fallout(08:52) - Demographics and Demand Crash(11:03) - Deflation vs Inflation Debate(16:25) - Drone Warfare Dark Turn(18:21) - Semiconductors Reality Check(27:27) - Marco Goes Nuclear(30:10) - Russia Collapse Scenarios(33:18) - Nukes Spread and Ukraine Endgame(35:31) - Supply Chain Shockwaves(36:34) - Putin Hell Bar Joke(37:18) - Europe Expansion Debate(39:26) - EU Becomes Military Union(40:37) - Post Putin Chaos Risks(43:08) - Russian Elite Succession(44:27) - Civil War Nuclear Fear(47:34) - China Fills The Vacuum(52:26) - Taiwan Timeline Scenario(53:59) - Drones Nukes And Invasion(56:43) - Deterrence And Flashpoints(01:03:34) - China Demographics Clash(01:05:15) - Depopulation Not Disaster(01:06:14) - Black Plague Lessons(01:07:11) - Automation Versus Depopulation(01:07:22) - Japan China Depopulation Debate(01:09:31) - End of Nation State(01:11:18) - Shocks and State Capacity(01:12:04) - Broken World of More(01:13:07) - Knowledge Networks Collapse(01:14:31) - Affluence Feudalism Demand(01:16:51) - Brittle AI Chip Supply(01:21:39) - Ingenuity Gap Reversal(01:23:34) - Rapid Fire Predictions(01:35:47) - State Versus Tech Showdown(01:40:24) - Wrap and Break--Referenced in the Show:https://zeihan.com/--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.--

राजकारणात जेव्हा स्वतःचाच राजा तुमच्या जीवावर उठतो, तेव्हा शत्रूसमोरही हात पसरावे लागतात! मुघल दरबारातील सततच्या अपमानाने संतापून निझामाने वजीरपदाचा राजीनामा दिला आणि तो दक्षिणेकडे निघाला. पण बादशहाने त्याला कायमचे संपवण्यासाठी भयंकर सिक्रेट ट्रॅप लावला... मुबारीझ खान याला निझामाला मारण्याचे गुप्त फर्मान आणि दख्खनची सुभेदारी दिली! आता निझामाची अवस्था अतिशय भयंकर झाली होती, तो चारही बाजूंनी कोंडीत पकडला गेला. दिल्लीचे दरवाजे बंद आणि दक्षिणेत मृत्यू उभा. स्वतःचा जीव वाचवण्यासाठी या गर्विष्ठ निझामाला एकाच माणसाची आठवण आली... आपला सुपर-कूल बाजीराव! १८ मे १७२४ रोजी नालछा येथे निझामाने बाजीरावासमोर मदतीसाठी अक्षरशः पदर पसरला. आणि इथेच बाजीरावाने आपला ऐतिहासिक जिओ-पॉलिटिकल मास्टरस्ट्रोक खेळला! फुकट मदत न करता, बाजीरावाने चौथाई आणि सरदेशमुखीचे हक्क कागदावर मान्य करून घेतले... आणि या मोहिमेचा सर्व खर्चही निझामाच्या माथी मारला! शत्रूच्याच पैशावर फौज पोसून दोन शत्रूंना एकमेकांसोबत लढवून स्वतःचा फायदा करून घेण्याचा हा स्वॅग अफाट होता! पण निझाम इतक्या सहजासहजी उपकार विसरणारा नव्हता... तो आता शाहू महाराजांच्या विरोधात कोणता भयंकर डाव टाकणार होता? ... [Music Fades Out]... Learn more about your ad choices. Visit megaphone.fm/adchoices

Geopolitical tensions, shifting trade flows and evolving environmental regulations continue to reshape global fuel oil markets.  In the final episode of the Argus Refined Products Outlook podcast series, host Elena Domashenko (Consultant Manager and Editor of Marine Fuels Outlook), is joined by Yong Li Tng (Senior Reporter) and Siew Hua Seah (Global Editor of Marine Fuels), to discuss the key developments influencing fuel oil demand, bunker markets and alternative marine fuels. From the impact of Middle East disruptions on global energy flows and bunkering activity to the growing role of LNG and biofuels in shipping decarbonisation, the panel explores the trends shaping market balances today and what participants should be watching in the months ahead. Topics covered include: The impact of geopolitical risk on fuel oil trade flows, supply security and bunker demand How shipping regulations are influencing fuel procurement strategies and alternative fuel adoption The growing role of LNG and biofuels in the energy transition Key market trends to watch across marine fuels and power generation demand

STREAMING MAKING JBS, 7-27-261926 SOUTH CAROLINA OF THE LATE SENATOR L. GRAHAMThe provided text contains transcripts from the John Batchelor Show, featuring discussions on the geopolitical instability involving Iran, Ukraine, and Gaza. Experts Hussein Hakani and Bill Roggio analyze the stalled diplomacy between the United States and Iran, suggesting that behind-the-scenes negotiations likely continue despite public denials and ongoing military tensions. The dialogue explores the Caspian Sea's emergence as a potential conflict zone, particularly after a Ukrainian strike on an Iranian tanker intended to disrupt the Moscow-Tehran alliance. The participants also critique the unconventional communication styles of U.S. leadership, arguing that inconsistent messaging complicates long-term strategic goals. Finally, the discussion shifts to Gaza, where Sam Benner reports on the targeted killings of Hamas security officials and the slow implementation of international stabilization forces from Morocco and Uganda. Combined, these segments portray a fragmented global landscape where air power remains insufficient for regime change and humanitarian efforts are often compromised by local militant control.

Jim Stoeffel talks about microcap stocks and their rising importance amid AI and geopolitical volatility, calling the group a great investment opportunity overall. He explains why his firm is eyeing microcaps and rotating out of Big Tech to buy into those names. Jim names TrueBlue (TBI) and Ichor (ICHR) as some of his top picks.

राजकारणात जेव्हा स्वतःचाच राजा तुमच्या जीवावर उठतो, तेव्हा शत्रूसमोरही हात पसरावे लागतात! मुघल दरबारातील सततच्या अपमानाने संतापून निझामाने वजीरपदाचा राजीनामा दिला आणि तो दक्षिणेकडे निघाला. पण बादशहाने त्याला कायमचे संपवण्यासाठी भयंकर सिक्रेट ट्रॅप लावला... मुबारीझ खान याला निझामाला मारण्याचे गुप्त फर्मान आणि दख्खनची सुभेदारी दिली! आता निझामाची अवस्था अतिशय भयंकर झाली होती, तो चारही बाजूंनी कोंडीत पकडला गेला. दिल्लीचे दरवाजे बंद आणि दक्षिणेत मृत्यू उभा. स्वतःचा जीव वाचवण्यासाठी या गर्विष्ठ निझामाला एकाच माणसाची आठवण आली... आपला सुपर-कूल बाजीराव! १८ मे १७२४ रोजी नालछा येथे निझामाने बाजीरावासमोर मदतीसाठी अक्षरशः पदर पसरला. आणि इथेच बाजीरावाने आपला ऐतिहासिक जिओ-पॉलिटिकल मास्टरस्ट्रोक खेळला! फुकट मदत न करता, बाजीरावाने चौथाई आणि सरदेशमुखीचे हक्क कागदावर मान्य करून घेतले... आणि या मोहिमेचा सर्व खर्चही निझामाच्या माथी मारला! शत्रूच्याच पैशावर फौज पोसून दोन शत्रूंना एकमेकांसोबत लढवून स्वतःचा फायदा करून घेण्याचा हा स्वॅग अफाट होता! पण निझाम इतक्या सहजासहजी उपकार विसरणारा नव्हता... तो आता शाहू महाराजांच्या विरोधात कोणता भयंकर डाव टाकणार होता? ... [Music Fades Out]... Learn more about your ad choices. Visit megaphone.fm/adchoices

Markets have found some relief as oil prices retreat from recent highs, but investors continue to navigate a complex landscape of inflation pressures, geopolitical tensions, and policy uncertainty. In this week's episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores the impact of ongoing US-Iran conflict, the sharp moves in oil markets and what these developments could mean for inflation, interest rates, and global growth. He also discusses the latest performance across global equity markets, the outlook for major central bank meetings, and South Africa's evolving economic picture following higher inflation data and the SARB's decision to leave interest rates unchanged. LinkedIn · YouTube

The Middle East is once again dominating headlines, but are the most popular narratives actually true?In this conversation, geopolitical strategist and author Martin Skold joins Jon Harris to separate internet myths from geopolitical reality. They discuss why Iran remains a long-term strategic challenge, whether America's alliance with Israel serves U.S. interests, the limits of the Abraham Accords, China's growing influence, the future of Middle East trade, and why simplistic explanations are attracting millions online.They also tackle the resurgence of anti-Semitic conspiracy theories on the American Right, the dangers of scapegoating Israel for every global problem, and what a genuinely America First foreign policy should look like.Whether you agree or disagree, this conversation provides historical context and geopolitical analysis that is often missing from today's online debates.Topics include:Iran and the future of the Middle EastIsrael and U.S. foreign policyTucker Carlson's recent claimsChina, trade, and global power shiftsWhy internet narratives often miss the bigger pictureThe resurgence of anti-SemitismAmerica's strategic interests abroad00:00 Introduction01:20 Why the Middle East keeps repeating itself06:45 Popular online narratives about Israel09:05 Is there reason for optimism?13:30 Trade, China, and regional alliances17:50 Does Israel drag America into war?20:00 Tucker Carlson and the "merged militaries" claim24:00 Why anti-Semitic narratives are spreading29:00 Globalization and America's foreign policy establishment36:00 China, manufacturing, and strategic competition45:00 America's long-term geopolitical challenges54:00 What an America First foreign policy should look like1:03:00 Final thoughtsSupport this podcast at — https://redcircle.com/conversations-that-matter8971/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Taking ownership stakes in key high-tech companies is only one way the federal government is exerting its influence on the economy. A whole new economic system appears to be emerging, one that Confluence Chief Market Strategist Patrick Fearon-Hernandez calls the corporatist state. Patrick joins Phil Adler to discuss this transition and why as an investment strategist he's taking notice.

Geopolitical developments have resulted in perhaps the most chaotic and unstable energy market in the last 50 years, but sharply lower global crude oil prices and a rollback in U.S. production could be just ahead, two forecasts at the heart of our newly available Future of Fuels report.

राजकारणात जेव्हा स्वतःचाच राजा तुमच्या जीवावर उठतो, तेव्हा शत्रूसमोरही हात पसरावे लागतात! मुघल दरबारातील सततच्या अपमानाने संतापून निझामाने वजीरपदाचा राजीनामा दिला आणि तो दक्षिणेकडे निघाला. पण बादशहाने त्याला कायमचे संपवण्यासाठी भयंकर सिक्रेट ट्रॅप लावला... मुबारीझ खान याला निझामाला मारण्याचे गुप्त फर्मान आणि दख्खनची सुभेदारी दिली! आता निझामाची अवस्था अतिशय भयंकर झाली होती, तो चारही बाजूंनी कोंडीत पकडला गेला. दिल्लीचे दरवाजे बंद आणि दक्षिणेत मृत्यू उभा. स्वतःचा जीव वाचवण्यासाठी या गर्विष्ठ निझामाला एकाच माणसाची आठवण आली... आपला सुपर-कूल बाजीराव! १८ मे १७२४ रोजी नालछा येथे निझामाने बाजीरावासमोर मदतीसाठी अक्षरशः पदर पसरला. आणि इथेच बाजीरावाने आपला ऐतिहासिक जिओ-पॉलिटिकल मास्टरस्ट्रोक खेळला! फुकट मदत न करता, बाजीरावाने चौथाई आणि सरदेशमुखीचे हक्क कागदावर मान्य करून घेतले... आणि या मोहिमेचा सर्व खर्चही निझामाच्या माथी मारला! शत्रूच्याच पैशावर फौज पोसून दोन शत्रूंना एकमेकांसोबत लढवून स्वतःचा फायदा करून घेण्याचा हा स्वॅग अफाट होता! पण निझाम इतक्या सहजासहजी उपकार विसरणारा नव्हता... तो आता शाहू महाराजांच्या विरोधात कोणता भयंकर डाव टाकणार होता? ... [Music Fades Out]... Learn more about your ad choices. Visit megaphone.fm/adchoices

Geopolitical conflict has put a strain on fertilizer supply chains, not least of which being phosphate products.

The second quarter of 2026 saw a return to new market highs with global stock market returns bouncing back after a mostly negative first quarter. But it has been a year of contradictions: as markets push to new highs, consumer sentiment has fallen to record lows. And while the focus of market conversation has been around the record size of the SpaceX IPO and the competition among large AI companies, small companies and emerging markets have been the market leaders, each posting returns above 40% for the last twelve months. Get the full report from East Bay HERE. Summary: Stock and bond markets gained ground around the world during Q2. Emerging markets and U.S small-cap stocks have led the way this quarter. Geopolitical and macroeconomic forces continue to provide uncertainty. Glass half-full: Stocks were up around the world in Q2 and continued to touch new all-time highs. Bonds of most credit and maturity types also gained during the quarter. Unemployment remains historically low. The U.S. economy continues to grow. Glass half-empty: The war in Iran is ongoing. Inflation has begun to re-accelerate, and markets now expect the Fed to hike rates rather than cut rates by year's end. U.S. consumer sentiment is near all-time lows. Investment markets continue to be volatile around the world. Follow this link for a recording of Eastbay's video presentation.  Get our Outlook from Quarter 1 2026 HERE. The post S5E16 – 2Q 2026 Market Commentary and Economic Outlook appeared first on Shotwell Rutter Baer.

#rbcf #serpent #esoteric Youtube link: https://youtu.be/v4hqTWlKIREPodcast link: https://spotifycreators-web.app.link/e/ZYFPYCmV74b In Episode 378 of Real Black Consciousness Forum, titled "The Serpent in the Garden: A Geopolitical Heist," host Victorious Justice shatters traditional Sunday school myths and uncovers the geopolitical realities hidden within ancient texts. We deconstruct the story of the Garden of Eden through an imperial lens—examining the "beasts of the field" as human labor classes, Adam as an imperial priest-king, and the Serpent (Nachash) as an insider from Yahweh's elite council who executed a high-stakes double-cross to hijack control of Earth's governance. Tune in for a groundbreaking, deep-dive exploration into ancient geopolitics, cosmic councils, and the true heist of human authority.#RealBlackConsciousness #GeopoliticalHeist #VictoriousJustice #AncientHistory #CosmicCouncil #Nachash #EsotericKnowledge #BiblicalGeopolitics #TheSerpentInTheGarden #ConsciousnessPodcast

राजकारणात जेव्हा स्वतःचाच राजा तुमच्या जीवावर उठतो, तेव्हा शत्रूसमोरही हात पसरावे लागतात! मुघल दरबारातील सततच्या अपमानाने संतापून निझामाने वजीरपदाचा राजीनामा दिला आणि तो दक्षिणेकडे निघाला. पण बादशहाने त्याला कायमचे संपवण्यासाठी भयंकर सिक्रेट ट्रॅप लावला... मुबारीझ खान याला निझामाला मारण्याचे गुप्त फर्मान आणि दख्खनची सुभेदारी दिली! आता निझामाची अवस्था अतिशय भयंकर झाली होती, तो चारही बाजूंनी कोंडीत पकडला गेला. दिल्लीचे दरवाजे बंद आणि दक्षिणेत मृत्यू उभा. स्वतःचा जीव वाचवण्यासाठी या गर्विष्ठ निझामाला एकाच माणसाची आठवण आली... आपला सुपर-कूल बाजीराव! १८ मे १७२४ रोजी नालछा येथे निझामाने बाजीरावासमोर मदतीसाठी अक्षरशः पदर पसरला. आणि इथेच बाजीरावाने आपला ऐतिहासिक जिओ-पॉलिटिकल मास्टरस्ट्रोक खेळला! फुकट मदत न करता, बाजीरावाने चौथाई आणि सरदेशमुखीचे हक्क कागदावर मान्य करून घेतले... आणि या मोहिमेचा सर्व खर्चही निझामाच्या माथी मारला! शत्रूच्याच पैशावर फौज पोसून दोन शत्रूंना एकमेकांसोबत लढवून स्वतःचा फायदा करून घेण्याचा हा स्वॅग अफाट होता! पण निझाम इतक्या सहजासहजी उपकार विसरणारा नव्हता... तो आता शाहू महाराजांच्या विरोधात कोणता भयंकर डाव टाकणार होता? ... [Music Fades Out]... Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us Fan MailThis week on ASUG Talks, we dive into our analysis stemming from the SAP Q2 2026 financial results call. Key InsightsCEO Christian Klein's comments on SAP's AI and data strategy Inside the customer examples featured on the call Geopolitical risks and pricing modelsRelated InsightsRead ASUG's further financial results coverage and analysisRegister for the ASUG Oil, Gas, and Energy Community webcast where we'll hear how ConocoPhillips is leveraging AIMore from ASUG Subscribe the weekly First Five newsletterFind your local ASUG Chapter Register for ASUG Tech Connect

राजकारणात जेव्हा स्वतःचाच राजा तुमच्या जीवावर उठतो, तेव्हा शत्रूसमोरही हात पसरावे लागतात! मुघल दरबारातील सततच्या अपमानाने संतापून निझामाने वजीरपदाचा राजीनामा दिला आणि तो दक्षिणेकडे निघाला. पण बादशहाने त्याला कायमचे संपवण्यासाठी भयंकर सिक्रेट ट्रॅप लावला... मुबारीझ खान याला निझामाला मारण्याचे गुप्त फर्मान आणि दख्खनची सुभेदारी दिली! आता निझामाची अवस्था अतिशय भयंकर झाली होती, तो चारही बाजूंनी कोंडीत पकडला गेला. दिल्लीचे दरवाजे बंद आणि दक्षिणेत मृत्यू उभा. स्वतःचा जीव वाचवण्यासाठी या गर्विष्ठ निझामाला एकाच माणसाची आठवण आली... आपला सुपर-कूल बाजीराव! १८ मे १७२४ रोजी नालछा येथे निझामाने बाजीरावासमोर मदतीसाठी अक्षरशः पदर पसरला. आणि इथेच बाजीरावाने आपला ऐतिहासिक जिओ-पॉलिटिकल मास्टरस्ट्रोक खेळला! फुकट मदत न करता, बाजीरावाने चौथाई आणि सरदेशमुखीचे हक्क कागदावर मान्य करून घेतले... आणि या मोहिमेचा सर्व खर्चही निझामाच्या माथी मारला! शत्रूच्याच पैशावर फौज पोसून दोन शत्रूंना एकमेकांसोबत लढवून स्वतःचा फायदा करून घेण्याचा हा स्वॅग अफाट होता! पण निझाम इतक्या सहजासहजी उपकार विसरणारा नव्हता... तो आता शाहू महाराजांच्या विरोधात कोणता भयंकर डाव टाकणार होता? ... [Music Fades Out]... Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill Powers and co-host Brian Leni sit down for their monthly Junior Mining Insights chat and reflect upon their conversations with numerous resource investors at the recent 2026 Rick Rule Symposium in Boca Rotan, Florida. Topics Discussed: • Concentration over diversification. Both Bill & Brian favor fewer, better-understood positions over sprawling portfolios that can't realistically be researched. • Do the math on your time. Rick Rule's "one hour per company per month" rule is a useful gut-check for how many positions you can genuinely follow. • Know the source's entry point & bias. A recommendation from someone who bought in at a fraction of today's price carries a very different risk-reward than your entry. • Understand mining stock marketing. Well marketed stories grab retail attention. But are the execs "mining the market" or building a mining company? • Geopolitical uncertainty shows up first in financing. Watch which portfolio companies need to raise capital in the next few months — that's where macro shocks bite hardest. • AI is a research accelerant, not a replacement for network and experience. Both Bill and Brian use AI tools to speed up analysis of filings and reports, but firsthand relationships and institutional history remain the differentiator. • CEO charisma matters at the booth. Awkwardness alone isn't disqualifying, but it compounds risk when other fundamentals are already weak. 00:00 Intro 00:46 Portfolio Overload 02:20 Conviction Beats Diversification 05:59 Time and ETFs 07:53 Marketing Versus Fundamentals 11:46 Know Your Risk Profile 13:33 Entry Price and Bias 16:39 Slow Down and Research 19:35 Geopolitics and Financing Risk 24:12 Review Your Portfolio 27:15 Royalty Valuation Skepticism 33:21 Using AI for Mining Stocks 38:33 Experience Network and Bias 42:47 Reputation and Naming Names 47:18 CEO Charisma Matters Brian's website: https://www.juniorstockreview.com/ Brian's YT: https://www.youtube.com/@FIELD_NOTES Bill's Twitter: https://x.com/MiningStockEdu Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Bill and Brian are not licensed financial advisors. Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Interview recorded - 21st of July, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Mike Green. Mike Green is Chief Strategist and Portfolio Manager at Simplify Asset Management, and one of the most influential voices on market structure in finance today.During our conversation we spoke about the current situation in markets, the ever increasing leverage through ETF's, what this means for market structure, geopolitical impact and more. I hope you enjoy!0:00 - Introduction1:14 - Overview of the economy and markets?9:02 - Leverage in market12:26 - Hyperscalers fundraising 16:42 - Systemic credit risks?19:04 - Markets driving economy?21:46 - Strong economy24:56 - Geopolitical impact28:23 - China and BRICS29:55 - Plaza accord 2.0?35:00 - US rising vs China?38:52 - FED/treasury backstopping40:26 - Financial nihilism41:42 - One message to takeawayMichael has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations.Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for Logica Capital Advisers, LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Fund Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets.In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder.Michael Green - Substack - https://www.yesigiveafig.com/Twitter - https://twitter.com/profplum99LinkedIn - https://www.linkedin.com/in/michael-green-9a15142/Simplify - https://www.simplify.us/WTFinance -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/AnthonyFatseas

Geoengineering research is growing, as scientists look for increasingly radical means to protect humanity from the disastrous impacts of global heating.Less publicly, concerns are also building about the use of these techniques for geopolitical disruption or control. Technologies such as solar radiation management (SRM) and stratospheric aerosol injection (SAI) are controversial amongst climate scientists: they could buy us time through a temporary cooling effect, but they would not actually stop global heating, and could cause other negative impacts.Danielle Young tells Alasdair that scientific research on these technologies often lacks alignment with political realities. While scientists plan for multilateral governance regimes to protect global populations from heat, government and military officials are more likely to think about SRM or SAI in terms of weaponisation and international power struggles. Dr Danielle Young is an Assistant Professor in Politics and International Studies at The University of Leeds. Her research focuses on the geopolitical and security implications of emerging solar geoengineering technologies. Further reading: 'Why we need to explore conflict and competition around solar geoengineering', PLOS Climate, 2026'Who could deploy stratospheric aerosol injection? The United States, China, and large‐scale, rapid planetary cooling', Global Policy, 2025 'How will capitalism react to climate collapse?', Land and Climate Review, 2025'Who Can Govern from a House on Fire? International Order, StateResponsibility, and the Problem of Solar Radiation Modification', Ethics & International Affairs, 2024'Scientific models versus power politics: How security expertise reframes solar geoengineering', Review of International Studies, 2024'Considering stratospheric aerosol injections beyond an environmental frame: The intelligible ‘emergency' techno-fix and preemptive security', European Journal of International Security, 2023'Do-or-Die: Should we be talking about geoengineering?', Land and Climate Review, 2022'The Geopolitical ecology of solar geoengineering: From a ‘logic of multilateralism' to logics of militarization', Journal of Political Ecology, 2020Geoengineering, the Anthropocene and the End of Nature, Jeremy Baskin, 2019‘The entwined Cold War roots of missile defense and climate geoengineering', Bulletin of the Atomic Scientists, 2019Send us Fan MailFind all our latest investigations, features and interviews at www.landclimate.org

STREAMING MAKING JOHN BATCHELOR SHOW, 7-22-2026.1900 CALDWELL IDAHOThe provided transcript captures a behind-the-scenes and live broadcast dialogue from The John Bachelor Show, where the host and guests analyze global geopolitical instability and economic shifts. A primary focus is the emergence of the World Artificial Intelligence Cooperation Organization (WAICO), which the participants characterize as a strategic attempt by China to dominate international technological standards despite its own internal economic struggles. The conversation further examines a legislative push by the Democratic Socialists of America to reduce the United States nuclear triad, a move the guests label as dangerous unilateral disarmament. Additionally, the experts discuss the escalating conflict in the Middle East, specifically focusing on Houthi threats to maritime trade and the complex maneuvers of global superpowers in the region. Throughout the recording, the speakers emphasize the deteriorating state of the Chinese economy and the necessity for the United States to maintain its competitive edge in both military and technological sectors. This comprehensive overview illustrates the interconnected nature of modern warfare, emerging AI governance, and international energy markets.

For the first time in months, the market's biggest winners are starting to look vulnerable. The Magnificent 7—the technology giants that have powered much of this bull market—came under heavy selling pressure as investors questioned whether the industry's massive spending on artificial intelligence is beginning to outpace the returns. Is Wall Street finally losing confidence in the AI trade... Or is this simply another healthy correction before the next leg higher? In today's episode, we'll break down what sparked the selloff and discuss whether companies like Nvidia, Microsoft, Amazon, Alphabet, Meta Platforms, Apple, and Tesla are facing a temporary setback—or the beginning of a much larger rotation. We'll discuss: Why investors are suddenly worried about AI infrastructure spending Whether trillion-dollar AI investments are generating enough returns What this selloff means for the broader technology sector Key technical levels to watch in the Magnificent 7 stocks We'll also turn our attention overseas as tensions with Iran continue to escalate. Geopolitical uncertainty is once again putting upward pressure on crude oil prices, and I'll explain why I believe oil may have considerably more room to run if the current situation continues to deteriorate. We'll cover: The latest developments involving Iran Why geopolitical risk is driving energy markets What higher oil prices could mean for inflation, interest rates, and the stock market The sectors that could benefit if crude continues to climb Finally, I'll share a brief recap from last week's MoneyShow, highlighting some of the questions investors were asking, the biggest themes discussed during my presentations, and what I took away from speaking with traders from around the country. Because sometimes... The most valuable insights don't come from charts—they come from conversations with thousands of investors. Listen now:

The Last Trade: Jackson, Michael, and Brian zoom out to the real asset supercycle, using the In Gold We Trust report's century of data to argue almost nobody is positioned for what comes next. They break down the Clarity Act's make-or-break Senate vote and the ethics fight over Trump. They dig into the 30-year yield holding above 5% for the longest stretch since 2007, and what a $40 trillion debt load means for the debasement trade. They close on the US-China AI race and the model distillation war.---

राजकारणात जेव्हा स्वतःचाच राजा तुमच्या जीवावर उठतो, तेव्हा शत्रूसमोरही हात पसरावे लागतात! मुघल दरबारातील सततच्या अपमानाने संतापून निझामाने वजीरपदाचा राजीनामा दिला आणि तो दक्षिणेकडे निघाला. पण बादशहाने त्याला कायमचे संपवण्यासाठी भयंकर सिक्रेट ट्रॅप लावला... मुबारीझ खान याला निझामाला मारण्याचे गुप्त फर्मान आणि दख्खनची सुभेदारी दिली! आता निझामाची अवस्था अतिशय भयंकर झाली होती, तो चारही बाजूंनी कोंडीत पकडला गेला. दिल्लीचे दरवाजे बंद आणि दक्षिणेत मृत्यू उभा. स्वतःचा जीव वाचवण्यासाठी या गर्विष्ठ निझामाला एकाच माणसाची आठवण आली... आपला सुपर-कूल बाजीराव! १८ मे १७२४ रोजी नालछा येथे निझामाने बाजीरावासमोर मदतीसाठी अक्षरशः पदर पसरला. आणि इथेच बाजीरावाने आपला ऐतिहासिक जिओ-पॉलिटिकल मास्टरस्ट्रोक खेळला! फुकट मदत न करता, बाजीरावाने चौथाई आणि सरदेशमुखीचे हक्क कागदावर मान्य करून घेतले... आणि या मोहिमेचा सर्व खर्चही निझामाच्या माथी मारला! शत्रूच्याच पैशावर फौज पोसून दोन शत्रूंना एकमेकांसोबत लढवून स्वतःचा फायदा करून घेण्याचा हा स्वॅग अफाट होता! पण निझाम इतक्या सहजासहजी उपकार विसरणारा नव्हता... तो आता शाहू महाराजांच्या विरोधात कोणता भयंकर डाव टाकणार होता? ... [Music Fades Out]... Learn more about your ad choices. Visit megaphone.fm/adchoices

STREAMING THE MAKING OF The JOHM BATCHELOR SHOW, 7-21-261903This transcript captures a discussion between John Batchelor and former Congressman Thaddeus McCarter regarding the geopolitical and domestic challenges facing the United States as it nears a midterm election. Internationally, the dialogue covers a variety of crises, including the outbreak of Ebola in Africa, military tensions with Iran and Hezbollah, and brewing trade disputes involving Canadian tariffs. Domestically, the speakers analyze how rising gasoline prices and inflation are shaping voter sentiment and impacting Republican strategy. They also address the internal fractures within both major parties, specifically the influence of MAGA loyalists on the right and Democratic Socialists on the left. Finally, the conversation critiques President Trump's fixation on the 2020 election, questioning whether such rhetoric hinders the party's future viability.

Sean Mooney, Founder and CEO of BluWave, breaks down BluWave's Q2 2026 Private Equity Insights Report and what it signals for the second half of the year. He explains why renewed geopolitical volatility stalled due diligence to an all-time low, how PE firms responded by pushing value creation to a record 84% of activity, and why AI advisory demand continues to surge across the industry. Sean also revisits BluWave's 2026 predictions on deal flow, growth, software selection, industrialization, and the widening gap between AI adopters and laggards. For PE leaders deciding where to place their bets this year, it's the quarter's playbook in one sitting — press play. Episode Highlights 1:08 – Why BluWave's project data mirrors where private equity is actually spending time 3:45 – Geopolitical disruption stalls new deal activity for the second straight year 5:51 – Due diligence drops to 16% as value creation hits an all-time high 6:30 – AI advisory services surge 193% year over year in PE 7:20 – Reading the macro backdrop: manufacturing PMI, tight credit spreads, and a resilient consumer 13:10 – Why extended holds are driving a surge in interim, PE-grade executives 23:31 – The case for adopting AI now, before the gap between winners and laggards widens For more on BluWave, visit: https://www.bluwave.net/ To request the full Q2 2026 Insights Report, visit: https://bluwave.net/resources/insights-report

Recorded at the PSE-CEPR Policy Forum, Paris School of Economics, June 2026.In 1941 the United States banned oil exports to Japan, to punish aggression without fighting a war. Historians now argue the embargo did the opposite, and hastened Japan's entry into the war.Isabelle Méjean (Sciences Po, CEPR) calls this "The safety paradox". Trade between rivals makes war more expensive. Cut that trade to protect your interests, and you make conflict cheaper, for your rival as well as for you. In a new VoxTalk she talks to Tim Phillips about economic coercion, decoupling, and why Europe should treat its trade agreements as insurance.Méjean and her co-authors simulated the US decoupling from China. Raising tariffs by 20 percentage points, roughly what the first Trump administration did, raises the probability of war by 2%, she estimates. That sounds small until you consider what a war between the US and China would mean.The research behind this episode:Mayer, Thierry, Isabelle Méjean, and Mathias Thoenig. 2025. "The Fragmentation Paradox: De-risking Trade and Global Safety." CEPR Discussion Paper 20564 (gated).To cite this episode:Phillips, Tim, and Isabelle Méjean. 2026. "The Safety Paradox." VoxTalks Economics (podcast).About the guestIsabelle Méjean is Professor of Economics at Sciences Po and a Research Fellow of the Centre for Economic Policy Research, where she directs the International Trade and Regional Economics programme and is a member of the Research Policy Network on Geoeconomics and Security. She is a scientific advisor at CEPII and a member of the French Conseil d'Analyse Économique, with research spanning international trade, firm-to-firm networks, and how shocks to individual firms move whole economies. In 2020 she was named Best Young Economist of France.Research cited in this episodeMake Trade Not War? Philippe Martin, Thierry Mayer, and Mathias Thoenig's 2008 paper in the Review of Economic Studies (75(3): 865-900) provided the first quantitative evidence that bilateral trade integration reduces the probability of interstate conflict; the diplomatic game in the new paper builds directly on it.Montesquieu, De l'esprit des lois (1748). The earliest statement of the idea, Méjean notes, that interdependence between nations raises the cost of conflict and strengthens the hand of diplomacy; what was trade dependence in the 18th century now includes finance and technology.The US oil embargo on Japan, 1941. Méjean's historical example of the safety paradox in action; a policy designed to impose costs on Japan is widely credited by historians with accelerating its entry into the Second World War.China's trade ban on Lithuania. After Lithuania allowed a Taiwanese representative office to open in Vilnius in 2021, China blocked Lithuanian products from its market; the episode's example of open economic coercion, and one that prompted the EU's Anti-Coercion Instrument, in force since 2023.Liberation Day tariffs. The US tariffs announced in April 2025; Méjean points to the tariff on Brazil, justified by the treatment of former president Jair Bolsonaro, as a tariff with an explicitly geopolitical rather than economic purpose.Rare earths. China holds a near monopoly across mining, refining, and magnet production; Méjean's example of where future trade agreements could act as insurance, because deposits outside China offer more scope for diversification than mining in Europe.More VoxTalks Economics episodesEurope in the Middle. Pol Antras and Beata Javorcik, recorded at the same forum, on what the US-China realignment means for European producers and consumers.World War Trade. Richard Baldwin on how world trade was weaponised, and where the trading order goes from here.Trading Around Geopolitics. Giancarlo Corsetti, Banu Demir, and Beata Javorcik on why trade sanctions can be like squeezing a balloon.Related reading on VoxEUWhy 'de-risking' may not deliver a large peace dividend, a VoxEU column estimating that a doubling of bilateral trade reduces the probability of militarised conflict by roughly 30%.How geopolitics is changing trade, a VoxEU column documenting the fragmentation of trade flows along geopolitical lines.Geopolitical risk and supply chain diversification, a VoxEU column on how firms respond to geopolitical risk in their sourcing decisions.

As a newly installed chairman takes the helm of the Federal Reserve, US monetary policy remains uncertain amid a soft inflation print and escalating tensions in the Middle East. David Mericle, chief US economist in Goldman Sachs Research, forecasts the Fed to keep interest rates unchanged this year before cutting its policy rate in 2027. He also unpacks the factors driving US inflation, highlights the surprising resilience of the US labor market, and explains why he expects US GDP to expand around 2% this year.  Recorded on July 20, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at ⁠http://www.gs.com/research/hedge.html⁠ Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Download the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/  In this episode of Today's Market Explained, Brian Kasal and Chris Reardon break down the forces driving today's market movements across asset classes, sectors, and corporate earnings. From blockbuster bank earnings at JPMorgan and Goldman Sachs — boosted by a 26% jump in investment banking revenue following SpaceX's massive $1.74 trillion IPO — to high earnings expectations volatility hitting AI infrastructure suppliers like CoreWeave and Nebius, they explore where leadership is moving next.Valuable Insights You'll Learn: Asset Class Leadership: Why international equities (304 pts) and domestic equities (301 pts) remain neck-and-neck at the top.  Commodity Surge: How oil price rebounds and Iran geopolitical risks drove a 24-point jump in commodities.  Sector Shakeup: Why energy (up 29.39%) retook the top sector spot from technology (up 24.79%).  Rotating Opportunities: Early technical and fundamental turnaround signals in healthcare, financials, and consumer discretionary. Follow us here to see short videos of all our best investing tips:TikTok: https://www.tiktok.com/@todaysmarketexplained  Instagram: https://www.instagram.com/TodaysMarketExplainedYouTube: https://www.youtube.com/@todaysmarketexplained Facebook: https://www.facebook.com/TodaysMarketExplainedTwitter: https://twitter.com/PodcastTMEWebsite: https://todaysmarketexplained.com/ DISCLAIMER:This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov 

SF Daily – July 21, 2026 | Grain Markets, Crop Ratings, Weather & Ag News Listen to the SF Daily podcast for Tuesday, July 21, 2026, with host Lorrie Boyer, for a quick and informative look at the latest commodity markets, agriculture news, crop conditions, weather, livestock markets, and global events impacting farmers and ranchers. In today's episode: Corn, soybean and spring wheat crop ratings and what the latest USDA numbers mean for grain markets Grain market trends as corn, soybeans and wheat move into overbought territory Geopolitical tensions and trade disputes influencing commodity prices and global grain movement New 50% tariffs on Canadian products and potential impacts on agriculture and trade USDA export inspections for wheat and soybeans, including 213,990 metric tons of wheat inspected Live cattle futures and rising boxed beef prices Extreme heat warnings across several states and the impact on crops, livestock and farm operations Flood warnings for parts of Ohio, Kentucky and West Virginia The latest weather risks as corn enters pollination and soybeans move into pod-filling stages Get your daily update on grain markets, commodity prices, USDA reports, crop progress, farm weather, cattle markets, agricultural trade and the biggest stories impacting U.S. agriculture. Subscribe to SF Daily on Apple Podcasts and Spotify for your morning connection to agriculture and the commodity markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

राजकारणात जेव्हा स्वतःचाच राजा तुमच्या जीवावर उठतो, तेव्हा शत्रूसमोरही हात पसरावे लागतात! मुघल दरबारातील सततच्या अपमानाने संतापून निझामाने वजीरपदाचा राजीनामा दिला आणि तो दक्षिणेकडे निघाला. पण बादशहाने त्याला कायमचे संपवण्यासाठी भयंकर सिक्रेट ट्रॅप लावला... मुबारीझ खान याला निझामाला मारण्याचे गुप्त फर्मान आणि दख्खनची सुभेदारी दिली! आता निझामाची अवस्था अतिशय भयंकर झाली होती, तो चारही बाजूंनी कोंडीत पकडला गेला. दिल्लीचे दरवाजे बंद आणि दक्षिणेत मृत्यू उभा. स्वतःचा जीव वाचवण्यासाठी या गर्विष्ठ निझामाला एकाच माणसाची आठवण आली... आपला सुपर-कूल बाजीराव! १८ मे १७२४ रोजी नालछा येथे निझामाने बाजीरावासमोर मदतीसाठी अक्षरशः पदर पसरला. आणि इथेच बाजीरावाने आपला ऐतिहासिक जिओ-पॉलिटिकल मास्टरस्ट्रोक खेळला! फुकट मदत न करता, बाजीरावाने चौथाई आणि सरदेशमुखीचे हक्क कागदावर मान्य करून घेतले... आणि या मोहिमेचा सर्व खर्चही निझामाच्या माथी मारला! शत्रूच्याच पैशावर फौज पोसून दोन शत्रूंना एकमेकांसोबत लढवून स्वतःचा फायदा करून घेण्याचा हा स्वॅग अफाट होता! पण निझाम इतक्या सहजासहजी उपकार विसरणारा नव्हता... तो आता शाहू महाराजांच्या विरोधात कोणता भयंकर डाव टाकणार होता? ... [Music Fades Out]... Learn more about your ad choices. Visit megaphone.fm/adchoices

Even as the Strait of Hormuz closed and oil surged, chip stocks and the Nasdaq bounced back sharply as investors bet that AI-driven earnings growth outweighs any geopolitical headwinds. We explore the dangerous psychology of a market that keeps shrugging off war headlines — and whether that confidence is justified.Today's Stocks & Topics: Cincinnati Financial Corporation (CINF), Market Wrap, iShares U.S. Power Infrastructure ETF (POWR), Tema Electrification ETF (VOLT), Defiance AI & Power Infrastructure ETF (AIPO), Oil Traders Warning, Reddit, Inc. (RDDT), Is the AI Rally Ignoring a Real Geopolitical Threat to Tech Stocks?, Berkshire Hathaway Inc. (BRK.B), Financial Sector, The Housing Market.Advertising Inquiries: https://redcircle.com/brands

US equity futures are lower, Asian markets are sharply lower while European equities are mostly weaker. Markets remain focused on the ongoing unwind in momentum and semiconductor trades, with profit-taking and concerns around elevated capex continuing to weigh on sentiment. Geopolitical risks remain a secondary overhang, with Middle East tensions and broader policy uncertainty contributing to a cautious tone, while expectations for central bank policy are stabilising as inflation pressures show signs of easing. Attention is now turning to upcoming corporate developments and macro data for further direction on growth and rate expectations.Companies Mentioned: PayPal, BP, ConocoPhillips, Array Technologies

WarRoom Battleground EP 1048: NATO Discussion With Geopolitical Expert David T Pyne, Deputy Director Of The EMP Task Force

Headline: The Great Divergence and Geopolitical Climate Shocks Guest: Professor Peter Frankopan Book Title:The Earth Transformed: An Untold History The "Great Divergence" explains why Europe accelerated in science and technology over Asia despite the latter's long history of learning. Frankopan suggests that geography played a crucial role; for example, England's coal fields were located near its capital and waterways, whereas China's were far from its population centers, making exploitation expensive. Additionally, while China's efficient bureaucracy stifled new ideas, European competition and the exploitation of colonial resources provided a "kickstart" for industrialization. Climate shocks also played a role; the Bengal famine in the 1770s shattered state revenues and destroyed families. A specific instance of climate impacting geopolitics occurred after the 1783 Laki eruption. As the Ottoman Empire struggled with internal disorder and crop failure in Egypt, Catherine the Great seized the opportunity to annex Crimea. This highlights how ecological pressures can distract major powers, allowing rivals to redraw global maps. (6)1900 JULIAETTA IDAHO