Podcasts about geopolitical

#NewWorldReport: Uribe and Political Violence. Joseph Humire @JMHumire @SecureFreeSoc. Ernesto Araujo, former Foreign Minister Republic of Brazil. #NewWorldReportHumire. Alejandro Pena Esclusa, Venezuelan writer and geopolitical commentator. 1916 BOGOTA

#NewWorldReport: Bounty on Maduro. Joseph Humire @JMHumire @SecureFreeSoc. Ernesto Araujo, former Foreign Minister Republic of Brazil. #NewWorldReportHumire. Alejandro Pena Esclusa, Venezuelan writer and geopolitical commentator. 1902 CARACAS

There is no better way to stay out of the summer heat than to take an hour to join us for a Midrats Podcast melee!SummaryIn this episode of Midrats, hosts discuss a range of topics related to maritime and national security, including the importance of civil discourse in political discussions, Australia's acquisition of Japanese frigates, cybersecurity threats, and the geopolitical tensions in the Arctic and Antarctic. They emphasize the need for strong diplomatic efforts and the role of NATO in ensuring security in Europe and beyond.Show LinksInsults towards Medal of Honor recipient Florent GrobergAustralia selects Japanese Mogami frigateTrans-Caspian International Transport Route (AKA Middle Corridor)PRC Students in the USAThe China Defence Universities Tracker, Australian Strategic Policy InstituteBritish and U.S. F-35Bs Land on Japan's JS KagaTakeawaysThe importance of civil discourse in political discussions.Patriotism should not be questioned based on political affiliations.Australia's acquisition of Japanese frigates signifies strong defense ties.Japan's military capabilities are highly regarded in the Pacific.Supply chain integrity is crucial for national security.Cybersecurity threats from foreign nations are increasing.Geopolitical tensions in the Arctic are rising due to China's claims.Diplomatic efforts can lead to conflict resolution in various regions.The U.S. has a significant role in international peacekeeping efforts.NATO's future is intertwined with the security of its member states.Chapters00:00: Introduction to the Melee Discussion02:03: Patriotism and Political Discourse13:22: Australia's Naval Developments19:14: The Role of Japan in Defense22:07: Supply Chain and Manufacturing Concerns23:39: Cybersecurity and National Security Risks35:14: Geopolitical Tensions in the Arctic and Antarctic48:07: Diplomatic Efforts and Conflict Resolution53:23: The Future of NATO and European Security

A new Axis is forming for the first time since the cold war, or really, since the 1940s. Iran, China, India, Russia, and North Korea are collecting forces. They equal the US economy now, and all of them have nukes (almost). Tensions are growing, and alliances are developing stronger everyday. But what do Proverbs 22:7 and 14:28 have to do with it? Will the West lose this one? That depends on whether God's wisdom is still relevant. This program includes: 1. The World View in 5 Minutes with Adam McManus (CA pastor issues dire warning on anti-parent bill, Man avoids prison after attacking pro-lifers, Trump to meet with Putin in Alaska) 2. Generations with Kevin Swanson

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In this episode of Unspoken Security, host AJ Nash welcomes Mark Freedman, Principal and CEO of Rebel Global Security, to discuss a major shift in the global threat landscape. The primary national security concern has moved from counter-terrorism to interstate strategic competition. This change requires a new security model, especially for the private sector.Mark explains that companies are now players on a geopolitical battlefield, facing sophisticated threats from nation-states. Yet, many organizations operate in silos. Legal teams track sanctions while cybersecurity teams react to technical threats. They often miss the strategic connection between the two, which creates significant vulnerabilities.To close these gaps, AJ and Mark explore the need for an integrated intelligence function within businesses. They discuss how even a single empowered person, tasked with understanding the geopolitical environment, can connect various teams. This strategic view helps companies build a more resilient and proactive defense in a complex world.Send us a textSupport the show

US President Trump said they are going to be putting a very large tariff on chips and semiconductors, which will be at approximately 100%, but added "if you're building in the US, there will be no charge."Crude futures declined yesterday amid Russia/Ukraine optimism following the discussion between the US and Russia which was said to have made progress and with President Trump intending to meet Russian President Putin as soon as next week.US President Trump said, regarding the Fed pick, that the interview process has started and it is probably down to three candidates, while he added that the two Kevins are very good, and a temporary governor is to be named in the next few days.APAC stocks traded mixed as reciprocal tariffs took effect overnight; European equity futures indicate a marginally higher cash market open with Euro Stoxx 50 futures up 0.4% after the cash market closed with gains of 0.3% on Wednesday.Looking ahead, highlights include German Trade (Jun), Industrial Output (Jun), Swedish CPIF (Jul), French Trade Balance (Jun), US Jobless Claims, Wholesale Sales (Jun) NY Fed SCE, Atalanta Fed GDP, BoE Announcement, MPR & DMP, CNB & Banxico Announcements, Speakers including BoE's Bailey & Fed's Bostic, Supply from Spain, France & US.Earnings from Trade Desk, Eli Lilly, ConocoPhillips, Vistra Energy, Peloton, Warner Bros, DataDog, Kenvue, Siemens, Deutsche Telekom, Allianz, Merck, Henkel, Rheinmetall, Deliveroo, Serco, Maersk, Zurich Insurance & WPP.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Today Anjney Midha, General Partner at a16z joins The Cognitive Revolution to discuss sovereign AI and China's growing semiconductor capabilities. Check out our sponsors: Gemini CLI, Labelbox, Oracle Cloud Infrastructure, Shopify. Shownotes below brought to you by Notion AI Meeting Notes - try one month for free at https://notion.com/lp/nathan What is Sovereign AI? Varies by stakeholder - for enterprises it means controlling where AI workloads run, while for nation-states it represents both technical independence and cultural alignment with local values Semiconductor Competition with China: "Chip sanctions on China have resulted in an enormous doubling down of local investment in Huawei's ecosystem... they're in a full-on tear to try to decouple themselves from American chips" Middle Path on American AI Policy: Midha advocates for a Marshall Plan for AI where countries maintain sovereignty over models while partnering with the US on semiconductor infrastructure European AI Alignment: "It's a huge win for America that MARA in Europe is going with American chips and not Huawei chips... the European continent has been courted by the Chinese semiconductor industry like never before" The Race to Close the Gap: "Huawei is in a much stronger position today than it was three years ago... They will be able to close the gap and because workloads are becoming more efficient, they can decouple at least the inference part of their ecosystem from the US within two to three years" Cultural Independence in AI: Nations seek models that align with their values while maintaining technical independence - requiring a nuanced approach to global AI partnerships Links:Anjney Midha & Jensen Huang on Winning the AI Race https://a16z.com/podcast/jensen-huang-and-arthur-mensch-on-winning-the-global-ai-race/ Sponsors: Gemini CLI: Open-source, lightweight utility for direct Gemini access—find Gemini CLI on GitHub. Labelbox: Labelbox pairs automation, expert judgment, and reinforcement learning to deliver high-quality training data for cutting-edge AI. Put its data factory to work for you, visit https://labelbox.com Oracle Cloud Infrastructure: Oracle Cloud Infrastructure (OCI) is the next-generation cloud that delivers better performance, faster speeds, and significantly lower costs, including up to 50% less for compute, 70% for storage, and 80% for networking. Run any workload, from infrastructure to AI, in a high-availability environment and try OCI for free with zero commitment at https://oracle.com/cognitive Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive PRODUCED BY: https://aipodcast.ing

The global and regional dynamics are changing rapidly, and in this shifting landscape, Punjab's geopolitical importance in South Asia has grown significantly. In this insightful lecture, Bhai Narien Singh Chaura emphasizes the crucial need for Sikhs to understand their position in the current global context. He stresses the importance of strengthening their institutions, refining their internal processes, and exploring their own sources of power while engaging with others.

In today's war diary, Alexander Shelest and Alexey Arestovich discussed the main news on the 1250th day of war:933,214 views Streamed live on Jul 28, 2025 #zelensky #arestovych#arestovych #rustle #zelensky #putin #war #trump➤ 00:00 On-air poll: will Trump achieve success with a reduced ceasefire ultimatum deadline?➤ 02:30 Recording from Mindich's apartment. A black mark on Zelensky from his "employers".➤ 04:50 The Office's court have changed their tune. Zelensky is done.➤ 06:08 How can Zelensky be removed? How quickly will NABU (a Ukrainian law enforcement anti-corruption agency which investigates corruption in Ukraine and prepares cases for prosecution) work the material?➤ 09:14 The government in Ukraine can change every 6-8 months, like in 1918-1920. How quickly can everything roll?➤ 11:23 Ukraine may have a difficult time in August.➤ 12:14 Lavrov: the enemy is the collective West, Russia is fighting alone. Meanwhile the head of the Russian Federation Council Matviyenko is greeted with flowers in Europe. ➤ 15:53 What should Trump do when Putin is not scared?➤ 17:20 Perhaps in 3 months people will be nostalgic about the times of Zelensky.➤ 19:44 Mindich tapes: why is the government treating Ukrainians like a serfs?➤ 23:50 A revolutionary situation in Ukraine.➤ 24:14 Tymoshenko may sign an inconvenient agreement on Ukraine's behalf. Can the Parliament stage a coup d'etat?➤ 27:25 Is Ukraine in ruins due to the internal political crisis?➤ 28:43 Russia has already arranged a truce during the days of protests in Ukraine. Why does Russia need a transfer of power in Ukraine?➤ 30:50 Why does Zaluzhny need to be photographed for Vogue? Key figures of the future political configuration of the country: Budanov, Biletsky, Prokopenko, Arestovich, Tymoshenko, Arakhamia, Razumkov.➤ 36:33 The threat of regional separatism in Ukraine.➤ 37:47 Ukraine-2062 according to the Lviv City Council. Ukraine has no common future.➤ 40:12 Fighter Anarchist: Ukraine is to blame for the war. Do not rush to take a political position at the level of personalities. Think about the project: what kind of Ukraine do you want to see?➤ 42:53 The agony of the old project of Ukraine. The heresy of propaganda against the plan to end the war.➤ 47:57 Does Russia want to end the war? Surprises await the West.➤ 49:05 The situation at the front. The encirclement of Kupyansk, the defense of Serebryanka. Main directions - Zaporozhye, Pokrovsk, Konstantinovka, Kupyansk, Kramatorsk, Slavyansk. Water in Donetsk.➤ 54:05 Battle for Stepnogorsk, Zaporozhye region. Plans - capture during the winter.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

#NEWWORLDREPORT: Lawfare Bogota and Brasilia. Joseph Humire @JMHUMIRE @SECUREFREESOC. Ernesto Araujo, former foreign minister Republic of Brazil. #NEWWORLDREPORTHUMIRE. Alejandro Pena Esclusa, Venezuelan writer and geopolitical commentator. 1907 BOGOTA

#NEWWORLDREPORT: Ebbing pink tide. Joseph Humire @JMHUMIRE @SECUREFREESOC. Ernesto Araujo, former foreign minister Republic of Brazil. #NEWWORLDREPORTHUMIRE. Alejandro Pena Esclusa, Venezuelan writer and geopolitical commentator. 1958

This week's episode features Ilya Epikhin, Senior Principal at Arthur D. Little and Global Lead for Metals and Mining, in conversation with host Adrian Pocobelli. Epikhin offers his perspective on the evolving landscape of deep-sea mining in 2025, explaining why nations are racing to secure access to seabed resources ahead of a unified regulatory framework. He highlights the critical role of polymetallic nodules—rich in battery metals such as nickel, cobalt, and manganese—and addresses growing environmental concerns posed by the lack of international consensus within the International Seabed Authority (ISA). All this and more with host Adrian Pocobelli. “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

Keynote: How the Current and Future Geopolitical Developments are Influencing Europe in the Political, Economic, and Security DomainUniv.-Prof. i.R. Mag. DDr. Oliver Rathkolb (Moderation)BM a.D. Generalmajor Mag. Thomas StarlingerProgramme: https://shs.univie.ac.at/sommerdiskurs/programm/

Think Biblical About the Geopolitical Part 3 by North Valley Church

Sally and Macca are joined live on air by Angus Crowther, Co-Founder + Executive Director, TANCK, as they discuss What is Australia's Political Influence in the current Geo-political Climate? and... LEARN MORE The post Saturday, 2nd August, 2025: Angus Crowther, Co-Founder + Executive Director, TANCK: What is Australia's Political Influence in the current Geo-political Climate? appeared first on Saturday Magazine.

My friend Sam Sanden brings a unique perspective on geopolitical topics as a dual citizen of Sweden and the United States. He has watched two countries he loves ascribe to various levels of marxism as the years go on. This awareness inspires action, so you will leave encouraged!Sam Sanden | open.spotify.com/show/6mIAixaL2PBrkytkXk9nIQPrime Sponsor: No matter where you live, visit the Functional Medical Institute online today to connect with Drs Mark and Michele Sherwood. Go to homeschoolhealth.com to get connected and see some of my favorites items. Use coupon code HEIDI for 20% off!BRAVE Books | heidibrave.comLifestone Ministries | Lifestoneministries.com/heidiGive Send Go | givesendgo.comAnswers in Genesis | AnswersBibleCurriculum.com/HEIDIRVL Discipleship Curriculum | RVLCurriculum.com/heidi HEIDI10Show mentions: heidistjohn.com/mentionsWebsite | heidistjohn.comSupport the show! | donorbox.org/donation-827Rumble | rumble.com/user/HeidiStJohnYoutube | youtube.com/@HeidiStJohnPodcastInstagram | @heidistjohnFacebook | Heidi St. JohnX | @heidistjohnFaith That Speaks Online CommunitySubmit your questions for Mailbox Mondayheidistjohn.net/mailboxmonday

Greg and Doug Stokes start this week's discussion with the European Union and South Korea trade deals. They also look at the massive windfall in profitability from the largest companies in America, which continues to buck the narrative that geopolitical uncertainty is going to push us into a downturn. Then, they explore inflation, housing, and the job market, particularly in light of the growing influence of AI.  Key Takeaways [00:16] - New trade deals [03:04] - Meta, Microsoft, and how the business sector continues to shrug off geopolitical disruption [06:34] - Geopolitical implications of technology [11:29] - How the decline in rental income could affect inflation more than tariffs [19:41] - AI is transforming the job market and the economy View Transcript Links Tom Lee: 2Q25 EPS season strong with 83% beating, implying EPS YoY >12% Repeat home sales and leading apartment rent indexes both point to lower shelter inflation ahead Apartment List: The national multifamily vacancy rate ticked up to 7.1% this month Wall Street bull calls for 11% rally in S&P 500 to end 2025 as trade 'uncertainty' subsides Wage growth is stuck in neutral as pay gains slow Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener's individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener's choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

In this episode of Data Security Decoded, host Caleb Tolin sits down with Dustin Droullard, a cyber threat intelligence expert and former Army intelligence analyst and cyber operations officer. They explore the growing overlap between global conflict and cybersecurity, unpacking how nation-state actors use cyber-espionage, disinformation, and digital sabotage in geopolitical conflicts. Whether you're leading cybersecurity efforts or simply navigating today's volatile digital landscape, this conversation offers valuable insights into preparing your organization for the rising tide of cyber threats driven by global conflict. Discover how geopolitical tensions trigger cyber fallout for businesses Learn the tactics behind influence operations and digital sabotage Understand why anthropology and business skills matter in cyber careers Explore what schools are still missing in cybersecurity education

Think Biblical About the Geopolitical Part 2 by North Valley Church

This year's turmoil in the Middle East appears to strengthen the case for investment strategies that Confluence Investment Management has maintained over recent months. Confluence Associate Market Strategist Daniel Ortwerth joins Phil Adler to discuss implications of the Israel-Iran conflict.

In today's war diary, Alexander Shelest and Alexey Arestovich discussed the main news on the 1243th day of war:678,029 views Streamed live on Jul 21, 2025 #ttsk #zelensky #arestovych#arestovych #rustle #zelensky #putin #war➤ 00:00 On-air poll: who will win the war of the special services in Ukraine?➤ 02:30 The structures of governance in Ukraine that need to be put an end to.➤ 04:12 Presidential Office's lawlessness is not limited by anything.➤ 05:53 Two scenarios for the development of events for NASU.➤ 08:26 The path of dictatorship is inevitable for Ukraine. After Zelensky, it could be even worse.➤ 11:00 The red-brown (national-leftist) future of Ukraine.➤ 13:03 Russia is not in the best shape either.➤ 14:19 Why were sanctions imposed against Latynina?➤ 15:10 Illegality of sanctions against Ukrainian citizens. Zelensky destroyed the political opposition.➤ 16:46 Will Zelensky be removed by force and Zaluzhny installed? Ukrainians cannot imagine the horror that will happen if the military come to power.➤ 19:16 The military does not like Zelensky?➤ 20:27 Do the Ukrainian military have a better chance of reaching an agreement with Putin?➤ 21:56 Ukrainian delegation to the third round of talks in Istanbul. We are expecting exciting events in early August.➤ 25:20 In Pokrovsk, russian sabotage and reconnaissance groups supposedly entered the city. Ukrainian defense is crumbling.➤ 27:10 The new direction of the Russian offensive is Kharkov.➤ 29:30 Fire near Zaporizhzhya NPP.➤ 30:33 Republican, US Senator Graham: Will Trump kick Putin?➤ 31:55 EU introduces "18th devastating package" of sanctions against Russia. Global South will take its own measures.➤ 35:17 What if China and India start helping Russia on the battlefield in Ukraine in response to sanctions?➤ 37:02 Anti-Russian phase of Azerbaijani President Aliyev.➤ 38:50 Three enemies of Russia.➤ 40:30 On July 23, there will be a third round of talks in Istanbul. Business inspections have been banned. They are trying to return Ukrainian children to Ukraine.➤ 42:40 Downshifting of Ukrainian government representatives.➤ 44:38 What is happening to the Ukrainian people? People are being crushed by a steamroller. They are squeezed between a large corrupt dictatorship advancing from the East and a small corrupt dictatorship that is eating them from the inside.➤ 47:22 What will save people?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

As US president, Donald Trump's policies have served the interests of wealthy elites, while hurting average working people and splitting his own MAGA base. Geopolitical economist Radhika Desai discusses with economist Michael Hudson. VIDEO: https://www.youtube.com/watch?v=0cUksS_aN_8 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

Arif Joshi serves as a Portfolio Manager and Analyst on Lazard Asset Management's Emerging Markets Debt team. Our conversation focuses on recent and ongoing developments surrounding US trade policy, along with implications to the economy, and international markets. We also spend some time on pressing geopolitical topics such as the condition of the US-China relationship, along with the ongoing Russia-Ukraine War. Host: Daniel Cassidy

12 Articles With Great ESG Stock Picks. Includes the terrific Humankind ranking, top infrastructure, lithium mining, and AI stock picks. By Ron Robins, MBA Transcript & Links, Episode 157, July 25, 2025 Hello, Ron Robins here. Welcome to my podcast episode 157, published on July 25, 2025, titled “12 Articles With Great ESG Stock Picks.” Before I begin, I want to let you know that my next podcast will be on August 22nd as I'm taking some time off. So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 12 articles for you in this podcast! Note that some companies are mentioned more than once! ------------------------------------------------------------- Humankind 100 rankings I'm beginning this episode with another of my favourite company rankings whose annual list has just been released. It's the Humankind 100 rankings. Here is an overview of them from their website. “The Humankind 100 celebrates the one hundred U.S. public companies with the highest Humankind Values. We believe these companies consistently work to create large amounts of value, not just for their investors, but for humanity at large. The Humankind 100 companies are ranked based on Humankind Value, a proprietary metric that provides an estimate of the overall dollar amount a company creates for investors, consumers, employees, and society at large, and are therefore among the most ethical companies in the United States, according to our research.” End quotes. Their top 5 companies are Alphabet Inc. (GOOGL), Eli Lilly & Company (1LLY.MI), Johnson & Johnson (JNJ), AbbVie Inc. (ABBV), and Pfizer Inc. (PFE). ------------------------------------------------------------- Infrastructure Stocks To Consider - July 12th This second article features a sector favoured by many ethical and sustainable investors. The article is titled Infrastructure Stocks To Consider - July 12th. It's by MarketBeat and seen on marketbeat.com. Here are some quotes from the article. “1. NVIDIA Corporation (NASDAQ:NVDA) provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications. 2. Coinbase Global, Inc. (NASDAQ:COIN) provides financial infrastructure and technology for the crypto economy in the United States and internationally. The company offers the primary financial account in the crypto economy for consumers; and a marketplace with a pool of liquidity for transacting in crypto assets for institutions. Read Our Latest Research Report on COIN 3. Alphabet (NASDAQ:GOOGL) offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. Read Our Latest Research Report on GOOGL 4. Broadcom (NASDAQ:AVGO) designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. Read Our Latest Research Report on AVGO 5. Oracle (ORCL) offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion cloud supply chain and manufacturing management, Oracle Fusion cloud human capital management, Oracle Cerner healthcare, Oracle Advertising, and NetSuite applications suite, as well as Oracle Fusion Sales, Service, and Marketing.” End quotes. ------------------------------------------------------------- Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now Every investor knows that lithium is a basic mineral for electric batteries. So, this next article will interest many investors. It's titled Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now. It's by Farmonaut and found on farmonaut.com. Here are some quotes by Farmonaut on each of their picks. “1. Albemarle Corporation (NYSE: ALB) headquartered in the USA, is the world's largest lithium producer… With operations spanning North America, South America, and Australia, Albemarle boasts: Diversified extraction & processing operations, including high-margin lithium brine and hard rock mining projects Ongoing investments to expand production capacity in Nevada (USA), Chile, and Australia A resilient supply chain and ability to scale output to meet global demand Strategic partnerships with leading EV battery makers Strong commitment to sustainable mining and ESG practices Albemarle's scale, geographic diversification, and innovation position it as one of the best performing mining stocks of 2025. 2. Sociedad Química y Minera de Chile (or SQM) (NYSE: SQM) is South America's lithium market leader. Based in Santiago, Chile, SQM boasts some of the world's largest and lowest-cost lithium brine operations situated in the renowned Lithium Triangle (Chile, Argentina, Bolivia): Extensive lithium reserves & robust extraction technology, delivering high efficiency Geopolitical stability—Chile enjoys a relatively favorable mining regulatory environment compared to other regions Cost-effective production enables SQM to remain highly profitable even as competition heats up Continuous expansion to satisfy increasing global lithium demand for EV batteries and storage solutions Environmental sustainability programs, making SQM attractive for ESG-focused investors SQM competitive positioning ensures it remains a top choice in the best lithium mining stocks to buy for 2025. 3. Livent Corporation (NYSE: LTHM) distinguishes itself by focusing on high-purity lithium chemicals for next-generation battery technologies. With operations in the United States, Argentina, and China, Livent stands out for: Supplying premium lithium hydroxide and carbonate solutions for advanced battery manufacturers Strong partnerships with key players in the EV battery chain, including Tesla Expansion projects in Argentina and the U.S., boosting 2025 production capacity and flexibility ESG and sustainability initiatives for responsible lithium extraction Livent is uniquely positioned for specialty market growth, making it one of the best lithium mining stocks for investors eyeing niche applications and supply chain integration. 4. Piedmont Lithium (NASDAQ: PLL) though a smaller player, it has become a rising star by focusing on high-quality spodumene reserves in the United States—especially in North Carolina's Carolina Tin-Spodumene Belt. Piedmont brings: Strategic U.S. supply source—critical for domestic battery manufacturers and government-led supply chain diversification Fast-tracked expansion projects supported by U.S. regulatory incentives and EV adoption targets Potential to benefit from blockchain-based traceability in mining—enhancing transparency for institutional investors Growing interest from global automakers and battery companies seeking secure lithium supply Piedmont's agility and domestic positioning could mean outsized growth as U.S. policy emphasizes onshoring critical battery mineral chains.” End quotes. ------------------------------------------------------------- 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations Now, like most investors, you probably are invested in AI stocks, either directly or via funds. Hence, this next article 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations, should interest you. It's by Justin Pope and found on fool.com. Here is some of what Mr. Pope says about his picks. “1. Nvidia (NASDAQ: NVDA) The company has maintained its winning position as it progressed from its previous Hopper architecture to its current Blackwell chips, and it expects to launch its next-generation architecture, with a CPU called Vera and a GPU called Rubin, next year. Analysts expect Nvidia's revenue to grow to $200 billion this year and $251 billion in 2026.  2. Amazon (AMZN) Web Services (AWS) has long been the world's leading cloud platform, with about 30% of the cloud infrastructure market today. Through the cloud, companies can access and deploy AI agents, models, and other software throughout their businesses. 3. Microsoft (MSFT) Its Azure is the world's second-largest cloud platform, with a market share of approximately 21%. Microsoft stands out from the pack for its deep ties with millions of corporate clients. 4. Arista Networks (ANET) sells high-end networking switches and software that help accomplish this. The company has already thrived in this golden age of data centers, with top clients including Microsoft and Meta Platforms, which happen to also be among the highest spenders on AI infrastructure. 5. Broadcom (AVGO) which specializes in designing semiconductors used for networking applications. For example, Arista Networks utilizes Broadcom's Tomahawk and Jericho silicon in the networking switches it builds for data centers. Broadcom's AI-related semiconductor sales increased by 46% year-over-year in the second quarter.” End quotes. ------------------------------------------------------------- Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) The final reviewed article for this podcast episode is titled Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) and was written by the Analyst Team and seen on asktraders.com. Now a few quotes from the article by the Team. “1. Ecolab (ECL) a global leader in water, hygiene, and infection prevention solutions, presents a straightforward ethical narrative. Its products and services help businesses reduce water consumption, improve hygiene standards, and prevent infections, contributing directly to public health and environmental protection… Analyst ratings remain in line with current pricing, with Wells Fargo & Company reiterating a price target of $260.00 in May 2025. With the Ecolab stock price having gained 14% since the start of the year, the company has managed to outperform the market on the period whilst holding true to it's ethical standing. While its dividend yield of approximately 1.1% is slightly higher than others on the list, its P/E ratio of around 38x indicates a similar valuation based on future earnings potential. 2. Microsoft (MSFT) presents a complex ethical profile. On one hand, its commitment to carbon neutrality, investments in renewable energy, and initiatives to bridge the digital divide are commendable… The stock's impressive 20% YTD return and a consensus analyst price target of $475 reflect market confidence in its financial stability and future growth, primarily driven by its cloud and AI segments, making it one to keep on shortlists… While Microsoft offers a modest dividend yield of around 0.7%, its high P/E ratio of approximately 36x suggests a premium valuation reflecting its growth potential rather than a focus on immediate shareholder returns. The company's low debt-to-equity ratio underscores its financial strength, allowing it to invest heavily in research and development and pursue ambitious sustainability goals. 3. United Natural Foods (UNFI) stock has pulled back ~15% this year, although remains firmly higher over the past 12 months, with a gain of more than 70%. The company, a leading distributor of natural, organic, and specialty foods, presents the most challenging investment case with the recent cyber incident causing a sharp pullback in the stock. This could in fact be an opportunity… Unlike Microsoft and Ecolab, United Natural Foods does not offer a dividend, reflecting its current financial constraints. Its low P/E ratio of around 8x suggests a deeply discounted valuation, reflecting the market's skepticism about its turnaround prospects. Recent earnings on July 16 beat expectations, however, and the stock is on the move with an 8% gain immediately off the back.” End quotes. ------------------------------------------------------------- More articles of interest from around the world for ethical and sustainable investors 1. Title: Top 10: Wind Power Companies on energydigital.com. By Jasmin Jessen. 2. Title: Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) on AskTraders.com. By Analyst Team. 3. Title: The Green Gold Rush: Why Techem's $6.7B Sale Signals a Buying Opportunity on ainvest.com. By Wesley Park. 4. Title: AJ Bell adds Rathbone Ethical Bond to buy list on portfolio-advisor.com. By Christian Mayes. 5. Title: Procter & Gamble Named Top Socially Responsible Dividend Stock on ainvest.com. By Ainvest. 6. Title: 11 Best Halal Dividend Stocks to Buy Now on insidermonkey.com. By Vardah Gill. 7. Title: JPMorgan Picks 3 Top Stocks In Alternative Energy On Heels Of Trump's 'Big Beautiful Bill' - First Solar (NASDAQ:FSLR), Brookfield Renewable (NYSE:BEPC), and HASI (NYSE:HASI) on benzinga.com. By Priya Nigam. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “12 Articles With Great ESG Stock Picks.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. As I mentioned earlier, I'm taking some time off, so I'll talk to you next on August 22nd. Bye for now.   © 2025 Ron Robins, Investing for the Soul

In this episode of Unlocking Leadership we explore the imperative for C-suite leaders and boards to realign their strategies and operating models to respond to the evolving geopolitical landscape. A team of international experts from the EU, Washington, D.C. and China join us to discuss this and more, exploring how organizations can: - Create intelligence-gathering mechanisms and protocols that enable smart decision-making across increasingly divergent global markets - Cultivate strategic relationships that creates “buffers” and “accelerators” while recognizing the influence of non-traditional stakeholders - Protect corporate interests by balancing “America First” policies with global stakeholder expectations  Participants will gain insights into creating agile strategies that accommodate the reordering of international norms and alliances.

It can take more than 15 years to permit and build a new mine in the United States - yet nearly every modern technology we rely on, from smartphones to fighter jets to AI data centers, depends on a steady supply of critical minerals.In this episode, Erik Torenberg is joined in the studio by Turner Caldwell, founder of Mariana Minerals, along with American Dynamism general partner Erin Price-Wright and partner Ryan McEntush.Turner spent nearly a decade at Tesla, working his way upstream from factory design to battery materials and mining. Now, he's building a new kind of mining and refining company - vertically integrated and software-first- designed to meet the demands of our industrial future.We get into why the industry is so broken, what it actually takes to turn rocks into usable materials, and how the U.S. can rebuild its capacity to mine, refine, and manufacture the things that matter most. Timecodes: 00:00 Introduction to Critical Minerals00:45 The Importance of Mining in Modern Technology00:58 Meet Turner Caldwell and Marianna Minerals03:02 The Mining and Refining Process05:10 Challenges in the Mining Industry07:11 Turner's Journey from Tesla to Marianna15:31 The Role of AI and ML in Mining22:00 Geopolitical and Talent Pool Dynamics23:46 Challenges in Junior Mining Exploration25:30 Mariana's Product and Approach25:47 Leveraging Technology in Mining and Construction28:29 Optimizing Refining Processes with AI37:31 The Importance of Critical Minerals41:18 Permitting and Regulatory Challenges46:08 Future Strategies and International Expansion46:53 Conclusion and Future Outlook Resources: Find Turner on X :https://x.com/tbc415Find Erin on X: https://x.com/espricewrightFind Ryan on X: https://x.com/rmcentush Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

What happens when an overlooked asset becomes essential? Artem Milinchuk returns to share how farmland, long seen as niche... is quietly stepping into the center of long-term portfolios. He and Niels discuss what's changed since 2020: rising inflation, tighter capital, a demographic handoff reshaping land ownership, and how tech is altering both the economics and culture of agriculture. This isn't about chasing yield. It's about owning what endures. From almonds to avocados, tariffs to treasuries, and legacy to liquidity, this episode offers a clear-eyed look at an asset class rooted in necessity, and poised for relevance.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Artem on X.Check out these resources about farmland investingEpisode Timestamps:02:24 - A recap on our previous conversation06:22 - What has changed about their strategy since our last conversation (in 2020)?10:28 - How does farmland investing actually generate income?12:32 - How does farmland investing work and operate?15:28 - Geopolitical volatility - How FarmTogether deals with tariffs19:00 - How different types of crops carries different types of risk23:22 - A deep dive into the volatility behind farmland investing27:40 - What is a fair level of volatility to expect from farmland investing?30:49 - The tech side of agriculture - where are we heading?33:58 - Major changes in...

In order to understand the issue of the cocaine trade in Colombia, we need to look at three factors: 1. Drugs Policy as a Geopolitical tool. 2. Markets: A Political Economic issue. 3. Narratives: the Myth of the Narco. On the Colombia Calling podcast this week we speak to Estefanía Ciro Rodríguez, expert on drug politics, the cocaine economy and the Colombian armed conflict. We discuss la Escombrera in Medellin, Pablo Escobar, Álvaro Uribe Vélez, Arms trafficking by the Sinaloa cartel and the Cártel de Jalisco Nueva Generación to Colombia, genetically modified coca, cocaine seizures, the price of cocaine, and why Colombia as a nation needs to look in the mirror. Check out: https://alaorilladelrio.com The Colombia Briefing is reported by Emily Hart.  Support her on Substack: https://substack.com/@ehart and Support us on: https://www.patreon.com/c/colombiacalling 

Macro Strategists Juhi Dhawan and Thomas Mucha break down the busy first half of 2025, discussing DOGE, tariffs, taxes, immigration, deregulation, and more.2:30 – Tariffs are a tax8:30 – Highs and lows of the new tax bill16:25 – Economic boosts in AI and deregulation?20:30 – Immigration policy and productivity23:05 – A wait-and-see Fed25:20 – Investment implications of a disruptive geopolitical landscape

On Nightlife tonight, we delve into the complexities of Australia's geopolitical standing and the relationships that define our place on the global stage.

Think Biblical About the Geopolitical Part 1 by North Valley Church

Class Unity members discuss the realignment, Trump's betrayal of his anti-establishment base, geopolitical developments, and the NYC mayoral election. For membership inquiries, political education courses, and speaker events please visit: http://www.classunity.org find us on YouTube @Class_Unity

In today's war diary, Alexander Shelest and Alexey Arestovich discussed the main news on the 1236th day of war:814,299 views Streamed live on Jul 16, 2025➤ 00:00 Conversation format. Poll: Why does Zelensky need a new Cabinet of Ministers? — Feels like it's falling apart.➤ 04:36 The meaning and goals of Zelensky's re-shuffle.➤ 09:26 Umerov got off easy?➤ 10:53 Sviridenko — a good prime minister?➤ 13:28 Zelensky: Trump will be able to end the war. Is Putin afraid of the return of military personnel to Russia?➤ 17:20 The story with fakes about Trump.➤ 18:45 Proxy war between Israel and Turkey?➤ 25:20 Will the Russians regret not agreeing to a ceasefire, as the war is moving to their territory?➤ 33:00 Russia was given another 50 days to fight.➤ 35:10 Ukraine is incapable of long-term systemic efforts against Russia.➤ 38:27 Lviv is ready to exchange the remains of NKVD agents for Ukrainian defenders…➤ 44:44 Death of a man with a Hungarian passport in Ukraine. Orban: Ukraine cannot be a member of the EU if their drafting commission is practicing "people-catching".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

This week on Everybody in the Pool, we explore the pioneering world of rare earth metal recycling with Ahmad Ghahreman, CEO and co-founder of Cyclic Materials. This is a a technology with big environmental implications, and a whole lot of geopolitical ones also. Rare earth metals are used to make magnets that are part of electric motors and wind turbines, on the clean tech side, but also kind of everything else electronic, including things like laser guidance systems, missiles, and jet engines. And China controls pretty much the entire market — and, since April, has stopped almost all shipments of metals and magnets!Discover how Cyclic Materials addresses the critical challenge of recycling rare earth metals—essential for a sustainable, electrified future. Ahmad shares his journey from hydrometallurgy to developing innovative processes that extract high-value metals from discarded goods. As electrification accelerates demand, understand why recycling these metals is both an environmental imperative and an economic necessity.Key PointsRecycling Importance: Emphasizing the need to recycle rare earth elements like neodymium and dysprosium, critical for manufacturing electric motor magnets.Technical Challenges: Unpacking the complexities of extracting these metals and how Cyclic Materials develops solutions to overcome these hurdles.Geopolitical and Supply Chain Insights: Ahmad's perspective on the implications of locally producing these critical metals in North America and Europe, enhancing supply chain resilience.Resources & LinksVisit Cyclic MaterialsConnect with Ahmad Ghahreman on LinkedInListen to all episodes: Everybody in the PoolSubscribe to the Everybody in the Pool newsletterGet an ad-free experience: Become a MemberHelp us spread the word about sustainable solutions!Please subscribe and share Everybody in the Pool with your friends!We value your feedback and inquiries: Contact usExplore how innovative recycling solutions are vital for a cleaner, sustainable future. Tune in for valuable insights and engaging conversations. Hosted on Acast. See acast.com/privacy for more information.

Over the summer, The Bid brings back some of the best episodes from the last year. Kicking off the series, hosts Oscar and Stevie take a look back on one of the most popular episodes, recorded live on location in Davos, Switzerland.In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Investment Institute, to discuss the latest insights on the macroeconomic and geopolitical outlook for 2025. Philipp and Tom will provide their expert analysis on how these dynamics are shaping the global economic environment and what it means for investors and policymakers, offering listeners a behind-the-scenes perspective from Davos. Original episode aired January 24th 2025Key moments in this episode:00:00 Introduction to The Bid's Best of Summer Series00:49 Oscar's Favorite Episode: Geopolitics Live from Davos03:02 Insights from Davos: Geopolitical and Economic Outlook05:35 The Impact of AI and Technology07:41 US-China Relations and Global Fragmentation10:59 Economic Outlook for 202518:02 Europe's Response to Global Challenges26:00 Reflections and Closing Remarks

In this Mid-Year 2025 report subtitled "Searching for the Endgames," Confluence analysts join Phil Adler to take a fresh look at key geopolitical trends and identify potential opportunities for investors.

Brent prices strengthened last week despite ongoing geopolitical risks, as the IEA adjusted its 2025 and 2026 demand forecasts and highlighted a surplus in the market. Meanwhile, developments in US trade policy and a shift in Trump's stance on Russia add further complexity to the outlook for oil prices. 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

Michael and Heather break down an Estonian e-commerce business selling lighting kits for LEGO sets, questioning its steep 7x EBITDA price tag amid thin margins, one-time buyers, and China sourcing risks.Business Listing – https://www.bizbuysell.com/Business-Opportunity/lights-for-lego-game-of-bricks/2322004/Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.

Watch the video version on YouTube.  This year has seen significant disruption in trade, driven by tariffs and policy uncertainty. Countries and businesses are navigating these challenges in real time to keep the flow of trade moving smoothly. On this episode, Aaron Mulvihill is joined by Andy Dacy, Head of the Global Transportation Group at J.P. Morgan Asset Management. With over 30 years of experience in the transportation sector, Andy offers a wealth of knowledge and insight. Together, they explore how the current trade and tariff turmoil is impacting the transportation sector, the ways shipping patterns have adapted to geopolitical events worldwide, the potential for reviving shipbuilding in the United States, and the exciting opportunities that exist in transportation beyond shipping. Resources: Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Jordan Brooks serves as Principal and Co-Head of the Macro Strategies Group at AQR Capital Management. With no shortage of macroeconomic and geopolitical risks out there for investors to consider, Jordan explains what is top of mind for his team at AQR, and shares guidance when it comes to navigating these types of risks accordingly (including the role alternative investments can play in a portfolio). Host: Daniel Cassidy

Arushi Agarwal from the European Sustainability Strategy team and Aerospace & Defense Analyst Ross Law unpack what a reshaped defense industry means for sustainability, ethics and long-term investment strategy.Read more insights from Morgan Stanley.----- Transcript -----Ross Law: Welcome to Thoughts on the Market. I'm Ross Law from Morgan Stanley's European Aerospace and Defense team.Arushi Agarwal: And I'm Arushi Agarwal from the European Sustainability Research Team.Ross Law: Today, a topic that's rapidly defining the boundaries of sustainable investing and technological leadership – the use of AI in defense.It's Tuesday, July 8th at 3pm in London. At the recent NATO summit, member countries decided to boost their core defense spending target from 2 percent to 3.5 percent of GDP. This big jump is sure to spark a wave of innovation in defense, particularly in AI and military technology. It's clear that Europe is focusing on rearmament with AI playing a major role. In fact, AI is revolutionizing everything from unmanned systems and cyber defense to simulation training and precision targeting. It's changing the game for how nations prepare for – and engage in – conflict. And with all these changes come serious challenges. Investors, policy makers and technologists are facing some tough questions that sit at the intersection of two of Morgan Stanley's four key themes: The Multipolar World and Tech Diffusion.So, Arushi, to set the stage, how is the concept of sustainability evolving to include national security and defense, particularly in Europe?Arushi Agarwal: You know, Ross, it's fascinating to see how much this space has evolved over the past year. Geopolitical tensions have really pushed national security much higher on the sustainability agenda. We're seeing a structural shift in sentiment towards defense investments. While historically defense companies were largely excluded by sustainability funds, we're now seeing asset managers revisiting these exclusions, especially around conventional and nuclear weapons. Some are even launching thematic funds, specifically focused on security and resilience.However, in the absence of standard methodologies to assess weapon related exposures, evaluate sector-specific ESG risks and determine transparency, there is no clear consensus on what sustainability focused managers can hold. Greater policy focus has created the need to identify a long-term approach to investing in this sector, one that is cognizant of ethical issues. Investors are now increasingly asking whether rapid technological integration might allow for a more forward-looking, risk aware approach to investing in national security.Ross Law: So, it's no news that Europe has historically underspent on defense. Now, the spending goal is moving to 3.5 percent of GDP to try and catch up. Our estimates suggest this could mean an additional $200 billion per year in additional spend – with a focus on equipment over personnel, at least for the time being. With this new focus, how is AI shaping the European rearmament strategy?Arushi Agarwal: Well, AI appears to be at the core of EU's 800 billion euro rearmament plan. The commission has been quite clear that escalating tensions have not only led to a new arms race but also provoked a global technological race. Now to think about it, AI, quantum, biotech, robotics, and hypersonic are key inputs not only for long-term economic growth, but also for military pre-eminence.In our base case, we estimate that total NATO military spend into AI applications will potentially more than double to $112 billion by 2030. This is at a 4 percent AI investment allocation rate. If this allocation rate increases to 10 percent as anticipated by European deep tech firms, then NATOs AI military spend could grow sixfold to $306 billion by 2030 in our bull case.So, Ross, you were at the Paris Air Show recently where companies demonstrated their latest product capabilities. Which AI applications are leading the way in defense right now? Ross Law: Yeah, it was really quite eye-opening. We've identified nine key AI applications, reshaping defense, and our Application Readiness Radar shows that Cybersecurity followed by Unmanned Systems exhibit the highest level of preparedness from a public and private investment perspective.Cybersecurity is a major priority due to increased proliferation of cyber attacks and disinformation campaigns, and this technology can be used for both defensive and offensive measures. Unmanned systems are also really taking off, no pun intended, mainly driven by the rise in drone warfare that's reshaping the battlefield in Ukraine.At the Paris Airshow, we saw demonstrations of “Wingman” crewed and uncrewed aircraft. There have also been several public and private partnerships in this area within our coverage. Another area gaining traction is simulation and war gaming. As defense spending increases and potentially leads to more military personnel, we see this theme in high demand in the coming years.Arushi Agarwal: And how are European Aerospace and Defense companies positioning themselves in terms of AI readiness?Ross Law: Well, they're really making significant advancements. We've assessed AI technology readiness for our A&D companies across six different verticals: the number of applications; dual-use capabilities; AI pricing power; responsible AI policy; and partnerships on both external and internal product categories.What's really interesting is that European A&D companies have higher pricing power relative to the U.S. counterparts, and a higher percentage are both enablers and adopters of AI. To accelerate AI integration, these companies are increasingly partnering with government research arms, leading software firms, as well as peers and private players.Arushi Agarwal: And some of these same technologies can also be used for civilian purposes. Could you share some examples with us?Ross Law: The dual use potential is really significant. Various companies in our coverage are using their AI capabilities for civilian applications across multiple domains. For example, geospatial capabilities can also be used for wildfire management and tracking deforestation. Machine learning can be used for maritime shipping and port surveillance. But switching gears slightly, if we talk about the regulatory developments that are emerging in Europe to address defense modernization, what does this mean, Arushi, for society, the industry and investors?Arushi Agarwal: There's quite a lot happening on the regulatory front. The European Commission is working on a defense omnibus simplification proposal aimed at speeding up defense investments in the EU. It's planning to publish a guidance notice on how defense investment will fit within the sustainable finance framework. It's also making changes to its sustainability reporting directive. If warranted, the commission will make additional adjustments to reflect the needs of the defense industry in its sustainability reporting obligations. The Sustainable Fund Reform is another important development. While the sustainability fund regulation doesn't prohibit investment into the defense sector, the commission is seeking to provide clarification on how defense investment goals sit within a sustainability framework.Additionally at the European Security Summit in June, the European Defense Commissioner indicated that a roadmap focusing on the modernization of European defense will be published in autumn. This will have a special focus on AI and quantum technologies. For investors, whilst exclusions easing has started to take place, pickup in individual positioning has been slow. As investors ramp up on the sector, we believe these regulatory developments can serve as catalysts, providing clear demand and trend signals for the sector.Ross Law: So finally, in this context, how can companies and investors navigate these ethical considerations responsibly?Arushi Agarwal: So, in the note we highlight that AI risk management requires the ability to tackle two types of challenges. First, technical challenges, which can be mitigated by embedding boundaries and success criteria directly into the design of the AI model. For example, training AI systems to refuse harmful requests. Second challenges are more open-ended and ambiguous set of challenges that relate to coordinating non-proliferation among countries and preventing misuse by bad actors. This set of challenges requires continuous interstate dialogue and cooperation rather than purely technical fixes.From an investor perspective, closer corporate engagement will be key to navigating these debates. Ensuring firms have clear documentation of their algorithms and decision-making processes, human in the loop systems, transparency around data sets used to train the AI models are some of the engagement points we mention in our note.Ultimately, I think the key is balance. On the one hand, we have to recognize the legitimate security needs that defense technologies address. And on the other hand, there's the need to ensure appropriate safeguards and oversight.Ross Law: Arushi, thanks for taking the time to talk.Arushi Agarwal: It was great speaking with you, Ross,Ross Law: And thank you all for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Paris Marx is joined by Yangyang Cheng to discuss how Huawei became one of the most powerful companies in China and how current geopolitical narratives distract from the issues at the heart of surveillance capitalism in the US and China.Yangyang Cheng is a Research Scholar in Law and Fellow at Yale Law School's Paul Tsai China Center.Tech Won't Save Us offers a critical perspective on tech, its worldview, and wider society with the goal of inspiring people to demand better tech and a better world. Support the show on Patreon.The podcast is made in partnership with The Nation. Production is by Kyla Hewson.Also mentioned in this episode:Yangyang wrote about how Huawei is emblematic of China's capitalist model for China File.We also discuss Eva Dou's The House of Huawei.Donald Trump discussed how the USA uses the same tactics the government accuses China of employing in bad faith.Support the show

Paris Marx is joined by Yangyang Cheng to discuss how Huawei became one of the most powerful companies in China and how current geopolitical narratives distract from the issues at the heart of surveillance capitalism in the US and China.Yangyang Cheng is a Research Scholar in Law and Fellow at Yale Law School's Paul Tsai China Center.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Monica Perez was a radio host for 8 1/2 years on WSB Radio in Atlanta; prior to that she was an investment banker in New York and Texas. From that previous life, Monica holds an associate's degree from Rockland Community College, a bachelor's degree from Harvard, and a JD-MBA from Stanford. She is a Chartered Financial Analyst as well as a member of the bar of the State of New York. Monica now resides in Los Angeles where, in addition to podcasting, she experiences life as a wife, homemaker and mother of three teens. Monica is also a cocktail enthusiast who posts her favorite recipes on monicamixes.com.MONICA PEREZ:WEBSITE: https://monicaperezshow.com/LinkTree: https://linktr.ee/monicaperezshowTwitter: https://twitter.com/MonicaPerezShowTHE RIPPLE EFFECT PODCAST:WEBSITE: http://TheRippleEffectPodcast.comWebsite Host & Video Distributor: https://ContentSafe.co/SUPPORT:PATREON: https://www.patreon.com/TheRippleEffectPodcastPayPal: https://www.PayPal.com/paypalme/RvTheory6VENMO: https://venmo.com/code?user_id=3625073915201071418&created=1663262894MERCH Store: http://www.TheRippleEffectPodcastMerch.comMUSIC: https://music.apple.com/us/album/the-ripple-effect-ep/1057436436SPONSORS:OPUS A.I. Clip Creator: https://www.opus.pro/?via=RickyVarandasUniversity of Reason-Autonomy: https://www.universityofreason.com/a/2147825829/ouiRXFoLWATCH:RUMBLE: https://rumble.com/c/therippleeffectpodcastBANNED.VIDEO: https://banned.video/channel/the-ripple-effect-podcastOFFICIAL YOUTUBE: https://www.youtube.com/@TheRippleEffectPodcastOFFICIALYOUTUBE CLIPS CHANNEL: https://www.youtube.com/@RickyVarandasTikTok: https://www.tiktok.com/@ricky.varandasLISTEN:SPOTIFY: https://open.spotify.com/show/4lpFhHI6CqdZKW0QDyOicJiTUNES: http://apple.co/1xjWmlFPodOmatic: https://www.podomatic.com/podcasts/rvtheory6CONNECT:TeleGram: https://t.me/TREpodcastX: https://x.com/RvTheory6IG: https://www.instagram.com/rvtheory6/FB: https://www.facebook.com/TheRippleEffectPodcast/THE UNION OF THE UNWANTED: https://linktr.ee/TheUnionOfTheUnwanted

The global energy landscape is shifting right now. Geopolitical tensions in the Middle East, debates about peak oil demand, and waning support for climate action in some parts of the world are challenging long-held assumptions about the pace and scale of the energy transition. Confronting these complex challenges requires an understanding of the forces that drive energy markets and prices.  So where is global energy consumption headed? Are reports of oil's demise exaggerated? And as countries prioritize energy security and economic growth, what does "pragmatism" really mean for the energy transition? This week, Jason Bordoff speaks with Arjun Murti about the state of global energy markets and of the energy transition. Arjun is a partner with Veriten, an energy research and investment firm. He also publishes the Super-Spiked newsletter. Previously, Arjun served as co-director of Americas equity research for Goldman Sachs. Prior to that, he was a buy-side equity research analyst at J.P. Morgan Investment Management. He also serves on the Center on Global Energy Policy advisory board. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.

Stock tickers may not immediately price in uncertainty during times of geopolitical volatility. Our Head of Corporate Credit Research Andrew Sheets suggests a different indicator to watch.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley.Today I'm going to talk about how we're trying to simplify the complicated questions of recent geopolitical events.It's Friday, June 27th at 2pm in London.Recent U.S. airstrikes against Iran and the ongoing conflict between Iran and Israel have dominated the headlines. The situation is complicated, uncertain, and ever changing. From the time that this episode is recorded to when you listen to it, conditions may very well have changed again.Geopolitical events such as this one often have a serious human, social and financial cost, but they do not consistently have an impact on markets. As analysis by my colleague, Michael Wilson and his team have shown, over a number of key geopolitical events over the last 30 years, the impact on the S&P 500 has often been either fleeting or somewhat non-existent. Other factors, in short, dominate markets.So how to deal with this conundrum? How to take current events seriously while respecting that historical precedent that they often can have more limited market impact? How to make a forecast when quite simply few investors feel like they have an edge in predicting where these events will go next?In our view, the best way to simplify the market's response is to watch oil prices. Oil remains an important input to the world economy, where changes in price are felt quickly by businesses and consumers.So when we look back at past geopolitical events that did move markets in a more sustained way, a large increase in oil prices often meaning a rise of more than 75 percent year-over-year was often part of the story. Such a rise in such an important economic input in such a short period of time increases the risk of recession; something that credit markets and many other markets need to care about. So how can we apply this today?Well, for all the seriousness and severity of the current conflict, oil prices are actually down about 20 percent relative to a year ago. This simply puts current conditions in a very different category than those other periods be they the 1970s or more recently, Russia's invasion of Ukraine that represented genuine oil price shocks. Why is oil down? Well, as my colleague Martin Rats referred to on an earlier episode of this program, oil markets do have very healthy levels of supply, which is helping to cushion these shocks.With oil prices actually lower than a year ago, we think the credit will focus on other things. To the positive, we see an alignment of a few short-term positive factors, specifically a pretty good balance of supply and demand in the credit market, low realized volatility, and a historically good window in the very near term for performance. Indeed, over the last 15 years, July has represented the best month of the year for returns in both investment grade and high yield credit in both the U.S. and in Europe.And what could disrupt this? Well, a significant spike in oil prices could be one culprit, but we think a more likely catalyst is a shift of those favorable conditions, which could happen from August and beyond. From here, Morgan Stanley economists' forecasts see a worsening mix of growth in inflation in the U.S., while seasonal return patterns to flip from good to bad.In the meantime, however, we will keep watching oil.Thank you as always for your time. If you find Thoughts the Market useful, let us know by leaving a review wherever you listen, and also tell a friend or colleague about us today.

- Trump's Strategy and Netanyahu's Future (0:11) - Trump's Alleged Back-Channeling with Iran (2:25) - Theater for Zionists and Trump's Tweets (5:03) - Trump's Alleged 5D Chess and Geopolitical Judo (20:50) - Iran's Alleged Playing Possum (28:51) - Trump's Economic Strategy and NATO (53:48) - State Department Layoffs and Foreign Policy Shift (1:02:38) - Trump's Alleged Long-Term Strategy (1:12:17) - Trump's Alleged Economic Warfare (1:18:08) - Trump's Alleged Geopolitical Reset (1:20:51) - Launch of New AI Engines (1:21:12) - Availability and Support for AI Engines (1:26:33) - Introduction to Michael Yan and Colony Ridge (1:27:48) - Political Implications and Israel Fatigue (1:33:26) - Geopolitical Tensions and Strait of Hormuz (1:36:57) - Israeli Nuclear Threat and Domestic Terrorism (2:09:16) - Impact of Israeli Actions on International Reputation (2:12:53) - Conclusion and Final Thoughts (2:25:56) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com