Podcasts about Global

1 Chron 15:1-16:36, Rom 1:18-32, Ps 10:1-15, Pr 19:6-7

1 Chron 15:1-16:36, Rom 1:18-32, Ps 10:1-15, Pr 19:6-7

2 Chronicles 27, Isaiah 9-12

Psalms 10:1-15

Psalms 10:1-15

1 Chron 15:1-16:36, Rom 1:18-32, Ps 10:1-15, Pr 19:6-7

1 Chron 15:1-16:36, Rom 1:18-32, Ps 10:1-15, Pr 19:6-7

US markets ended the week lower, retreating from record highs as investors braced for the latest tariff developments out of Washington. In some company news, Amazon shares rose following its record-breaking four-day Amazon Prime sales event and DoorDash also saw gains after upbeat commentary surrounding its partnership with Domino’s. Back home, Australian shares are expected to start the week on the back foot as investors await key employment data. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Milan Uyeno (of Motte and Bailey) is in the booth today taking over, playing some great global sounds and styles with an experimental flair.Playlist: Fishmans - Baby BlueMilkweed - The Pangs of UlsterDálava - Bowed LowMaya Al Khaldi - الضوء - Al Daw' (Nothing Comes Back the Same)Black Ox Orkestar - Moldovan ZhokNadah El Shazly - Dafaa RobaaiJerusalem in My Heart - Bein IthneinTotal Gadjos - Wine Virgin & VodaFrancis Bebey - Ngoma LikembeKUNTARI - LAHAR IIWeed420 - camisa ovejita blancaJudgitzu - MiracleObongjayar, featuring Little Simz - Talk OlympicsPelada, featuring Aquiles Navarro - Ya FueMartyn Bennett - Ud the DoudoukRare Air - JungleThe Rembetika Hipsters - Michaela TriptichoLos Thuthanaka - Huayño “Ipi Saxra”The Dwarfs of East Agouza - Neptune AnteaterSun City Girls - Kumari Sweet

1 Chron 12:19-14:17, Rom 1:1-17, Ps 9:13-20, Pr 19:4-5

Community Prayer and Encouragement

1 Chron 12:19-14:17, Rom 1:1-17, Ps 9:13-20, Pr 19:4-5

Community Prayer and Encouragement

Amos 6-9

Amos 6-9

Psalms 9:13-20

Psalms 9:13-20

1 Chron 12:19-14:17, Rom 1:1-17, Ps 9:13-20, Pr 19:4-5

The Global Chess Game | Ep. 976 The Daily Dose Visit Josh WEBSITE https://redpills.tv SUBSTACK https://redpillproject.substack.com TELEGRAM https://t.me/redpillstv X https://x.com/@realjoshuareid Email: redpillstv@gmail.com HELP SUPPORT The Repill Project! [Tip Jar] Tips Are Tax Free...It Helps! https://www.paypal.com/paypalme/redpillstv https://www.givesendgo.com/redpills https://cash.app/$redpillproject https://www.redpillprojectmedia.com/crypto With Crypto BTC bc1qgm2vmd7ruh7xetrc0gyt5lt7seg3ygfvuyfxyu ETH 0xDED43a97cdd2959Ae8240E437B8B46D95D110f91 Sol 8gmU4fpe2oFQqALQWwPnNyjW4vp7jF3nPV11E5u6XnVq Sui 0x6a4cfa58c6b687284d62494454188e52e17f8cd7ecbf0325acb89efe20d7a453 Xrp rNj44657TtNUhjWaSAu4mvs86f5rxodzaM Ada addr1q8ds06p2wapw9jr2cug0kv2sud7er0td88cpm30nsv239fc5ae0rkaasv97359wqgu27x28amqd2kd69awtlcdj9xqds2aghx3 VISIT & SUPPORT OUR SPONSORS Immune Modulating Mushrooms HUMANS Coriolis Versicolor Immune Modulating Mushrooms https://redpills.tv/Mushroom inForce Restore Mushrooms https://redpills.tv/Restore inForce Clarity Mushrooms https://redpills.tv/Clarity PETS Dogs https://redpills.tv/Dogs Cats https://redpills.tv/Cats GOODBRU BIOTICS www.Goodbru.com/Redpill MYPILLOW Use Promo Code: RPP at MyPillow.com to get even lower prices. Visit Jeff Wong - The 365 Method www.the365method.com Visit Tammy https://redpills.tv/nipcoach https://redpills.tv/nipsummit https://redpills.tv/nipnetwork LIVE Q&A Thursday and Friday Night on our Private Social Network www.socialredpill.com SUBSCRIBE TO OUR OTHER CHANNELS Rumble https://rumble.com/c/RedpillProject GETTR https://gettr.com/user/redpill Foxhole App: https://pilled.net/#/profile/127862 Facebook: https://www.facebook.com/redpillproje... DLive: dlive.tv/RedpillProject

Community Prayer and Encouragement

1 Chron 12:19-14:17, Rom 1:1-17, Ps 9:13-20, Pr 19:4-5

Aquests darrers dies hi ha hagut dos llan

Tom Bradshaw Infinity Embracing The True Sounds Of Trance Without Boundaries Every 2nd Saturday Of The Month 22.00 - 0.00 (Uk Time) 23.00 - 1.00 (CEST) Trance Energy Radio www.trance-energy.org Get ready for another unforgettable journey through the sounds of trance! In the first hour, Tom Bradshaw, take you deep into the latest and freshest in trance packed with energy, emotion, and atmosphere. As always, closing out the hour with his signature “Blast from the Past” classic selection – a timeless gem you won't want to miss. For hour two, We welcome a rising force in the trance scene – Kevin Crowley This exclusive guest mix showcases his dynamic sound and raw talent. Kevin is quickly making a name for himself, with releases on top-tier labels like Extrema Global Music , Discover Records , D.MAX Recordings and Ballistic Records This is one episode you do not want to miss – pure trance, start to finish Tracklistings 01.HI-LO & Tai Woffinden - The Orange Theme [Armada Music] 02.Ratty - Sunrise (Meilink Remix) [White Label] 03.XiJaro & Pitch x Artento Divini presents Bad Boys - Threshold [High Contrast] 04.Andrew Rayel - Trance Is The Rhythm [Rave Culture] 05.Alex M.O.R.P.H. - Silent Moons of Jupiter [Vandit] 06.Daxson - Aurora [Bebe] 07.Spy - Dynasty [Monster Neo] 08.Rodrigo Deem - Miramar (Will Rees Remix) [Amon Vision] 09.Mark Wilks - Splitting Atoms [In Trance We Trust] 10.Paul Denton - All I Need [FSOE] 11.Ben Gold - Salinas [Armada Music] 12.Enigma State - State Of Mind (Bryan Kearney Rework) [Kearnage] Blast From The Past - 2009 Ronski Speed & Mque - Are You? (Sun Decade Dub) [Euphonic Records] Guest Mix | Kevin Crowley 01. Kevin Crowley - Open Your Mind [Ballistic Records] 02. Will Rees - Invert [Outburst] 03. John O'Callaghan - Stresstest (John Askew Remix) [Subculture] 04. Kevin Crowley - Contact [Flatline] 05. Man With No Name x David Forbes x Fish56Octagon - Floor Essence [Perfecto Fluoro] 06. Dan Cooper - Recuperation 303 [Nocturnal Knights] 07. Lostly - Golden Teacher [FSOE] 08. Andrew Peters x Allen Watts pres. Awaken - More Than Words 2025 [High Voltage] 09. Kevin Crowley - Element 115 [Extrema Global Music] 10. Name Is Critical - Atmosphere [White Label] 11. Ian van Dahl x Re-Con - Inspiration (Jamie Walker 25' Remix) [White Label] 12. John O'Callaghan - Big Sky feat. Audrey Gallagher (Agnelli & Nelson Remix) [Armind]

1 Chron 11:1-12:18, Acts 28:1-31, Ps 9:1-12, Pr 19:1-3

As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raising prices for customers. Our Head of Corporate Strategy Andrew Sheets and our Head of U.S. Consumer Retail and Credit Research Jenna Giannelli discuss whether they can continue to do so.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.Jenna Giannelli: And I'm Jenna Giannelli, Head of U.S. Consumer and Retail Credit Research.Andrew Sheets: And today on the podcast, we're going to dig into one of the biggest conundrums in the market today. Where and when are tariffs going to show up in prices and margins? It's Friday, July 11th at 10am in New York. Jenna, it's great to catch up with you today because I think you can really bring some unique perspective into one of the biggest puzzles that we're facing in the market today. Even with all of these various pauses and delays, the U.S. has imposed historically large tariffs on imports. And we're seeing a rapid acceleration in the amount of money collected from those tariffs by U.S. customs. These are real hard dollars that importers – or somebody else – are paying. Yet we haven't seen these tariffs show up to a significant degree in official data on prices – with recent inflation data relatively modest. And overall stock and credit markets remain pretty strong and pretty resilient, suggesting less effect.So, are these tariffs just less impactful than expected, or is there something else going on here with timing and severity? And given your coverage of the consumer and retail sectors, which is really at the center of this tariff debate – what do you think is going on?Jenna Giannelli: So yes, this is a key question and one that is dominating a lot of our client conversations. At a high level, I'd point to a few things. First, there's a timing issue here. So, when tariffs were first announced, retailers were already sitting on three to four months worth of inventory, just due to natural industry lead times. And they were able to draw down on this product.This is mostly what they sold in 1Q and likely into 2Q, which is why you haven't seen much margin or pricing impact thus far. Companies – we also saw them start to stock up heavily on inventory before the tariffs and at the lower pause rate tariffs, which is the product you referenced that we're seeing coming in now. This is really going to help mitigate margin pressure in the second quarter that you still have this lower cost inventory flowing through. On top of this timing consideration, retailers – we've just seen utilizing a range of mitigation measures, right? So, whether it's canceled or pause shipments from China, a shifting production mix or sourcing exposure in the short run, particularly before the pause rate on China. And then really leaning into just whether it's product mix shifts, cost savings elsewhere in the PNL, and vendor negotiations, right? They're really leaning into everything in their toolbox that they can. Pricing too has been talked about as something that is an option, but the option of last resort. We have heard it will be utilized, but very tactically and very surgically, as we think about the back half of the year. When you put this all together, how much impact is it having? On average from retailers that we heard from in the first quarter, they thought they would be able to mitigate about half of the expected tariff headwind, which is actually a bit better than we were expecting. Finally, I'll just comment on your comment regarding market performance. While you're right in that the overall equity and credit markets have held up well, year-to-date, retail equities and credit have fared worse than their respective indices. What's interesting, actually, is that credit though has significantly outperformed retail equities, which is a relationship we think should converge or correct as we move throughout the balance of the year.Andrew Sheets: So, Jenna, retailers saw this coming. They've been pulling various levers to mitigate the impact. You mentioned kind of the last lever that they want to pull is prices, raising prices, which is the macro thing that we care about. The thing that would actually show up in inflation. How close are we though to kind of running out of other options for these guys? That is, the only thing left is they can start raising prices?Jenna Giannelli: So closer is what I would say. We're likely not going to see a huge impact in 2Q, more likely as we head into 3Q and more heavily into the all-important fourth quarter holiday season. This is really when those higher cost goods are going to be flowing through the PNL and retailers need to offset this as they've utilized a lot of their other mitigation strategies. They've moved what they could move. They've negotiated where they could, they've cut where they could cut. And again, as this last step, it will be to try and raise price.So, who's going to have the most and least success? In our universe, we think it's going to be more difficult to pass along price in some of the more historically deflationary categories like apparel and footwear. Outside of what is a really strong brand presence, which in our universe, historically hasn't been the case.Also, in some of the higher ticket or more durable goods categories like home goods, sporting goods, furniture, we think it'll be challenging as well here to pass along higher costs. Where it's going to be less of an issue is in our Staples universe, where what we'd put is less discretionary categories like Beauty, Personal Care, which is part of the reason why we've been cautious on retail, and neutral and consumer products when we think about sector allocation.Andrew Sheets: And when do you think this will show up? Is it a third quarter story? A fourth quarter story?Jenna Giannelli: I think this is going to really start to show up in the third quarter, and more heavily into the fourth quarter, the all-important holiday season.Andrew Sheets: Yeah, and I think that's what's really interesting about the impact of this backup to the macro. Again, returning to the big picture is I think one of the most important calls that Morgan Stanley economists have is that inflation, which has been coming down somewhat so far this year is going to pick back up in August and September and October. And because it's going to pick back up, the Federal Reserve is not going to cut interest rates anymore this year because of that inflation dynamic. So, this is a big debate in the market. Many investors disagree. But I think what you're talking about in terms of there are some very understandable reasons, maybe why prices haven't changed so far. But that those price hikes could be coming have real macroeconomic implications.So, you know, maybe though, something to just close on – is to bring this to the latest headlines. You know, we're now back it seems, in a market where every day we log onto our screens, and we see a new headline of some new tariff being announced or suggested towards countries. Where do you think those announcements, so far are relative to what retailers are expecting – kind of what you think is in guidance?Jenna Giannelli: Sure. So, look what we've seen of late; the recent tariff headlines are certainly higher or worse, I think, than what investors in management teams were expecting. For Vietnam, less so; I'd say it was more in line. But for most elsewhere, in Asia, particularly Southeast Asia, the rates that are set to go in effect on August 1st, as we now understand them, are higher or worse than management teams were expecting. Recall that while guidance did show up in many flavors in the first quarter, so whether withdrawn guidance or lowered guidance. For those that did factor in tariffs to their guide, most were factoring in either pause rate tariffs or tariff rates that were at least lower than what was proposed on Liberation Day, right? So, what's the punchline here? I think despite some of the revisions we've already seen, there are more to come. To put some numbers around this, if we look at our group of retail consumer cohort, credits, consensus expectations for calling for EBITDA in our universe to be down around 5 percent year-over-year. If we apply tariff rates as we know them today for a half-year headwind starting August 1st, this number should be down around 15 percent year-over-year on a gross basis…Andrew Sheets: So, three times as much.Jenna Giannelli: Pretty significant. Exactly. And so, while there might be mitigation efforts, there might be some pricing passed along, this is still a pretty significant delta between where consensus is right now and what we know tariff rates to be today – could imply for earnings in the second half.Andrew Sheets: Jenna, thanks for taking the time to talk.Jenna Giannelli: My pleasure. Thank you.Andrew Sheets: And thank you as always for your time. If you find Thoughts to the Market useful, let us know by leaving a review wherever you listen. And also tell a friend or colleague about us today.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Non-Drought and Illinois Rain6:36 USDA Preview14:50 Export Sales17:42 CONAB20:21 USDA Secretary Mackenzie24:07 Flash Sale

Amos 1-5

These compelling segments dissect Donald Trump's lukewarm response when asked whether he would declassify the Epstein files, sparking questions about what—and whom—he might be protecting. The host and callers explore the tangled connections between Trump, Epstein, Ghislaine Maxwell, and a shadowy network of elites whose influence extends from Mar-a-Lago to the Wuhan lab. Discussions range from the mainstream media's selective outrage and the Democrats' suspicious silence, to theories that Epstein's blackmail operation was part of a broader scheme encompassing COVID origins, Hunter Biden's business dealings, and geopolitical leverage. As listeners call in to share perspectives—from “trust the plan” optimism to skepticism about cover-ups—the conversation underscores the explosive potential of releasing Epstein's secrets and why so many powerful figures, on both sides of the aisle, might want them buried forever.

In this video, we explore how Wall Street firms, REITs (Real Estate Investment Trusts), and private equity giants are reshaping housing markets—treating homes as hedge funds and tenants as revenue streams. The result? Displacement, skyrocketing rents, and the collapse of housing as a public good. But it doesn't have to be this way. What if we took housing out of the hands of corporate landlords and made it public infrastructure—like schools, libraries, and transit systems?

Cyrus and Shreyas Manohar return for a chaotic yet insightful episode covering everything from iconic restaurants to superhero hypotheticals. They begin with the news about Jimmy Boy, the beloved Parsi eatery forced to shut down just before its 100th year—only for Shreyas to clarify that the legacy continues across Mumbai in the form of takeaways and pop-ups. The episode also ventures into what one should do in a zombie apocalypse, before moving into a sharp comparison between comedy scenes in New York and India. They cap things off with a funny discussion about Superman landing in Maharashtra—and MS Dhoni trademarking the phrase “Captain Cool.” Is it branding genius or just peak Dhoni?See omnystudio.com/listener for privacy information.

1: DUKE DUMONT - I Need You Now2: SENTINEL, ALESSO - Freedom (Extended Mix)3: REISS RUBEN - Today The Summer Came (Extended Mix)4: SHERMANOLOGY - Hotter5: MARCO MELISSEN, MILTON SHADOW - Groovin' (Extended Mix)6: SMOKEY BUBBLIN' B - Club Hoppin'7: OPPIDAN – Over You8: ALEXANDER POPOV & TERRY GOLDEN - Obsession (Extended Mix) LISTENERS' CHOICE8:         Lovechild - Liberta (Moonman Remix) 10: HARRY ROMERO, JOSE NUNEZ, ALEX ALICEA & SHAWNEE TAYLOR - I Wanna Thank You (Extended Mix)11: HATIRAS - Hypnotized (Extended Mix)12: EVERYDAYZ - Brother and Sister 13: JUSTIN VILHAUER - Too Much For Me TRIED & TESTED14: ALEX RAMOS – Get Ready 15: MPH - Raw16: LO'99 - Get Wicked (Extended Mix)17: SHAKEDOWN - At Night (Anyma & Layton Giordani Remix) (Extended Mix) GUEST SELECTION: HUXLEY AVH - Flowerz (feat. Roland Clark) [Radio Edit]Greta Levska feat. The Pressure - Cash Lab (Huxley Remix) THE WARM UP SELECTION 18: BORIS BREJCHA – 16 Red Even19: TUJAMO, DJS FROM MARS, ALEX LNDN - Everyone Listens To Techno (Extended Mix)20: VRDGO - Hard 2 Find (Extended Mix)21: SOMNA & LINNEA SCHOSSOW & H4LO - Love Hurts (Extended Mix) THE MAINSTAGE MIX  22: DJ QUICKSILVER & JAM EL MAR PRES. RO.OR - Over Me (Extended Mix)23: INNER CITY & SIMONE ZINO - Good Life (Extended Mix)24: HANNAH LAING - Pedicure Princess25: TRANCE WAX - Neva Let You Go (Extended Mix) 26: HI-LO - The Orange Theme (Extended Mix)27: NIFRA - Quantum Glitch 28: DJ PHYSICAL - Freaky Face 29: DESYFER & EMMA KONNANOV - Desyfer & Emma Konnanov

Psalms 9:1-12

Global leaders meet in Rome to explore the reconstruction of Ukraine and its eventual accession to the EU. Then: lessons from Bosnia and Herzegovina, Portuguese art fairs and a pop star drops by. See omnystudio.com/listener for privacy information.

In this episode of our Cross-Border Catch-Up podcast series, Shirin Aboujawde (New York) and Goli Rahimi (Chicago) discuss the complexities of reversing work-from-home policies from an international employment law perspective. Goli and Shirin review the legal intricacies and potential challenges global employers may face when asking employees to return to the office, highlighting the differences between U.S. and international practices and the importance of careful planning and consultation.

1 Chron 11:1-12:18, Acts 28:1-31, Ps 9:1-12, Pr 19:1-3

Evan Kuhn, President of DeLorean Labs, joins Sam to share how the iconic car brand is entering Web3. From on-chain car reservations and data-powered utility to the launch of the DMC token and partnerships with stars like Patrick Stewart and Christopher Lloyd — DeLorean is building much more than nostalgia.They discuss how the Flux Protocol enables drive-to-earn rewards, the role of the Sui blockchain, NFT-based authentication for vehicles and merchandise, and how DeLorean aims to lead automotive innovation in Web3 — not just follow the trend.Key Timestamps[00:00:00] Introduction: Sam introduces Evan and the DeLorean Web3 journey.[00:01:30] Evan's background: From founding Coinberry to joining DeLorean Labs.[00:03:30] DeLorean Labs: Bringing Web3 innovation to a 50-year-old car brand.[00:05:00] On-chain vehicle reservations: Tokenized car deposits and resale value.[00:07:00] Data utility: NFTs as digital Carfax, real-time mileage & service records.[00:08:00] Flux Protocol: How users earn DMC tokens by driving.[00:09:30] Staking model: Using NFTs and reservations as multipliers for rewards.[00:11:00] Expanding utility: Limited-edition merch with NFT authenticity.[00:12:30] Consumer reception: Concerns vs opportunities for Web3 in cars.[00:14:30] Marketplace benefits: Global reach and transparency in car resale.[00:16:00] Why SUI: Low fees, scalability, and strong developer ecosystem.[00:18:00] Challenges: Scaling the team and proving long-term commitment.[00:20:00] Partnerships: Teasing upcoming brand collaborations.[00:21:30] Celebrities: Working with Patrick Stewart and Christopher Lloyd.[00:23:00] Roadmap: More exchange listings, limited merch, Alpha5 timeline.[00:25:00] Call to action: Hiring, building utility, and growing the DeLorean community.Connecthttps://deloreanlabs.com/https://www.linkedin.com/company/delorean-labs/https://x.com/deloreanlabshttps://www.instagram.com/deloreanlabshttps://x.com/evankuhnDisclaimerNothing mentioned in this podcast is investment advice and please do your own research. Finally, it would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend.Be a guest on the podcast or contact us - https://www.web3pod.xyz/

So you want to be a touring music artist? This live panel in Denver Coloardo will give you some perspective on how to make that happen. Featuring founder of 128 Productions and Denver talent buyer, Alex Padgett, DJ/Producer/Podcast Host Lizzy Jane, and DJ/Producer Housewife. This conversation goes into the realities on what it takes to go from a local DJ to a touring act and offers insights on how to get booked, build your brand, and create opportunities. Key Takeaways: -Why is it so hard to get gigs outside of the city you're based -How to build a career when your hometown doesn't support you -The strategy of representing your city while building elsewhere -Maintaining your brand through genuine connections -How to make money on tour and how to protect yourself -What talent buyers look for when booking artists -Why relationships matter and how to build them

Kishore Mahbubani is a distinguished Singaporean diplomat, academic, and author, renowned for his incisive commentary on global geopolitics and the rise of Asia. He served in the Singapore Foreign Service as Permanent Secretary of the Ministry of Foreign Affairs and Singapore's Ambassador to the UN, where he was President of the UN Security Council in 2001 and 2002. He was also the Founding Dean of the Lee Kuan Yew School of Public Policy from 2004 to 2017 and his bestselling books include The Great Convergence and Has China Won? Currently a Distinguished Fellow at the National University of Singapore's Asia Research Institute, Mahbubani is celebrated as a leading voice on Asia's growing influence, earning accolades like inclusion in Foreign Policy's Top 100 Global Thinkers.(01:24) The US-China rivalry(13:44) The Taiwan issue(17:10) Global hegemony vs. domestic stability(22:42) Will China ever democratize?(24:35) Why poverty is a lack of freedom(25:14) China's political evolution(26:38) Pros & cons of democracy(29:34) The future of US-China relations(32:07) Evaluating Xi Jinping's Leadership(34:44) The importance of diplomacy(41:05) Lessons from Lee Kuan Yew(46:15) Paths to peace & cooperation(47:36) Advice for American citizens

Meera Chandan, Arindam Sandilya, Patrick Locke and James Nelligan discuss why the dollar still deserves to weaken over the medium-term, recent CNY fixes, tariff and UK/ CHF developments.   Speakers Meera Chandan, Global FX Strategy Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy    This podcast was recorded on July 11, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5027112-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

The Cybercrime Magazine Podcast brings you daily cybercrime news on WCYB Digital Radio, the first and only 7x24x365 internet radio station devoted to cybersecurity. Stay updated on the latest cyberattacks, hacks, data breaches, and more with our host. Don't miss an episode, airing every half-hour on WCYB Digital Radio and daily on our podcast. Listen to today's news at https://soundcloud.com/cybercrimemagazine/sets/cybercrime-daily-news. Brought to you by our Partner, Evolution Equity Partners, an international venture capital investor partnering with exceptional entrepreneurs to develop market leading cyber-security and enterprise software companies. Learn more at https://evolutionequity.com

Chip and Tez do the whole show in one take with no breaks and it still was 2.5 hours! Lil marco is impostered, florida loses in court, and taco tariffs. Grok becomes a full on Nazi, and of course headlines. Become a supporter of this podcast: https://www.spreaker.com/podcast/chipchat--2780807/support.

1 Chron 11:1-12:18, Acts 28:1-31, Ps 9:1-12, Pr 19:1-3

Marcin - Co-founder and GTM lead at Redstone, crypto veteran since 2017 with background in quantitative economics. Previously worked at Google Cloud before founding Redstone in 2020.The Oracle Infrastructure RevolutionRedstone's Modular Architecture Redstone built a fundamentally different oracle system designed for scalability from day one. Unlike traditional models that were difficult to scale across networks and assets, Redstone uses a modular architecture with four modules—keeping three off-chain to minimize integration complexity. This design enables rapid deployment across new blockchains and virtual machines.Multi-Chain Pioneer* First oracle on many non-EVM networks including TON (Telegram), Starknet, and Fuel VM* Strategic expansion philosophy: "Go where people want us, not where we force ourselves"* 75% of company are engineers, maintaining 100% reliability with zero mispricing incidentsWhy Solana, Why NowPerfect Timing Convergence Redstone's Solana launch aligned with a critical market moment. Their partnership with Securitize to serve major tokenized funds (BlackRock BUIDL, VanEck, Apollo, etc.) coincided with Solana's emerging RWA momentum through protocols like Camino, Drift, and Jupiter.Foundation Support Meeting Lily (Solana Foundation director) at Binance Blockchain Week in Dubai catalyzed the expansion, providing technical resources and ecosystem connections for smooth integration.Real-World Assets ExplainedTwo Flagship Products* Tokenized Treasury Bills (T-Bills)* Low-risk, yield-bearing government securities* Principle should always appreciate (barring systemic USD issues)* Considered equivalent to cash in accounting (0-3 month bills)* Apollo's Diversified Credit Fund (Tokenized as ACRE)* Private credit outside traditional banking system* Example: Entrepreneur needs $10M for factory railway, banks reject due to complexity* Apollo intermediates: lenders provide capital at 8%, borrowers pay 12%, Apollo manages 4% spread* Involves real risk of default, but diversified across 100-1000 loansAccess Revolution* Traditional minimum: $5-10 million* Tokenized minimum: $50,000 (100x reduction in barrier to entry)* Global accessibility without complex traditional finance onboardingThe Technical Innovation: sACRESecurity vs. Utility Challenge ACRE is a security token, making it non-transferable and unsuitable for DeFi liquidations. Securitize created an elegant solution:* sACRE: Non-security wrapper around ACRE* Enables DeFi integration while maintaining regulatory compliance* Liquidators interact only with sACRE, never touching the underlying security* Vault system allows redemption back to USDC when neededDeFi Use Cases and Looping StrategiesThe Looping Mechanism* Deposit $1M worth of sACRE as collateral* Borrow $500K USDC (50% LTV for safety margin)* Buy more sACRE with borrowed USDC* Repeat process until hitting minimum investment thresholds* Amplify exposure while maintaining liquidation safetyRisk Considerations* Platform risk (Drift/Camino vulnerabilities)* Asset price risk (private credit can decline unlike T-Bills)* Liquidation risk if looped too aggressively* Need for proper risk management and position sizingInstitutional Adoption PathwayBaby Steps Philosophy Unlike crypto's "10x or bust" mentality, institutions take measured approaches:* Current: Basic tokenization and custody* Next: Simple lending and structured products* Future: On-chain hedge funds and complex derivativesBenefits Driving Adoption* Broader Access: Geographic and capital barriers removed* Secondary Liquidity: Instant swaps vs. 90-day redemption periods* DeFi Composability: Integration with lending, looping, structured products* Transparency: On-chain visibility vs. opaque traditional systemsMarket Lessons and Risk ManagementLearning from Terra/Anchor* Size caps prevent systemic overheating* Transparency requirements for risk assessment* Multiple audits and conservative approaches* Recognition that 20% yields were unsustainableCurrent Systemic Risks* Staking derivatives pose the largest potential systemic risk* Liquid staking tokens widely used as collateral across DeFi* Any major exploit could cascade across ecosystemFuture RoadmapImmediate Developments* Additional Solana-native stablecoin feeds* More yield-bearing asset integrations* Jupiter's "Drip/Plant" lending protocol (partnership with Ethereum's Fluid)Long-term Vision* Yield-bearing stablecoins as mass adoption driver* 4-6% yields as the "sweet spot" for user interest* Cross-chain collaborations and composability* Gradual expansion of on-chain institutional productsBuilder Ecosystem* Testing available at app.redstone.finance (Push → Solana)* Open communication channels via Telegram/Discord* Custom data feed development for specific use casesThe Bigger PictureAdoption Paradigm Shift Traditional crypto adoption focused on retail users buying NFTs and meme coins. RWA adoption brings institutional capital seeking familiar products with blockchain benefits—better access, liquidity, and composability.Global Financial Rails Redstone's vision extends beyond individual assets to creating seamless global financial infrastructure. Current traditional systems are siloed by country/region, requiring inefficient bridges. Blockchain technology enables truly global, instantaneous settlement.Competitive Collaboration The Jupiter-Fluid partnership exemplifies healthy ecosystem growth—established players collaborating rather than zero-sum competing, recognizing the early-stage nature of the overall market. Get full access to The Dramas of Thomas Bahamas at thomasbahamas.substack.com/subscribe

The Rise of Sovereign AI and Global AI Innovation in a World of US Protectionism // MLOps Podcast #331 with Frank Meehan, Founder and CEO of Frontier One AI.Join the Community: https://go.mlops.community/YTJoinInGet the newsletter: https://go.mlops.community/YTNewsletter// Abstract“The awakening of every single country is that they have to control their AI intelligence and not outsource their data" - Jensen Huang. Sovereign AI is rapidly becoming a fundamental national utility, much like defense, energy or telecoms. Nations worldwide recognize that AI sovereignty—having control over your AI infrastructure, data, and models—is essential for economic progress, security, and especially independence - especially when the US is pushing protectionism and trying to prevent global AI innovation. Of course this has the opposite effect - DeepSeek created by a Hedge Fund in China; India building the world's largest AI data centre (3 GW), and global software teams scaling, learning and building faster than ever before. However most countries lack the talent, financing and experience to implement Sovereign AI for their requirements - and it is our belief at Frontier One, that one of the biggest markets for AI applications, cloud services and GPUs will be global governments. We see it already - with $10B of GPUs in 2024 bought directly by governments - and it's rapidly expanding. We will talk about what Sovereign AI is - both infrastructure and software details / why it is crucial for a nation / how to get involved as part of the MLOps community. // BioCo-Founder of Frontier One - building Sovereign AI Factories and Cloud software for global markets.Frank is a 2X CEO | 2X CMO (with 2X exits + 1 IPO NYSE), Board Director (Spotify, Siri) and Investor (SparkLabs Group) with 20+ years of experience in creating and growing leading brands, products and companies.Chair of Improvability, automating due diligence and reporting for corporates, foundations and Governments with AI.Co-founder and partner at SparkLabs Group - investors in OpenAI, Anthropic, 88 Rising, Discord, Animoca, Andela, Vectara, Kneron, Messari, Lifesum + 400 companies in our portfolio. Investment Committee and LP at SparkLabs Cultiv8 with 56 investments in consumer food and regenerative agriculture companies.Co-founder and CMO - later CEO - of Equilibrium AI (Singapore), building it to one of the leading ESG and Carbon data management platforms globally. Equilibrium was acquired by FiscalNote in 2021, where he joined the senior leadership team, running the ESG business globally, and helping the company IPO in 2022 on the NYSE at $1.1B valuation.Board director at Spotify (2009-2012); Siri (2009-2010 exited to Apple); Lifesum (leading AI health app with 50 million users), seed investor in 88 Rising (Asia's leading independent music label); CEO/CMO and co-founder at INQ Mobile (mobile internet pioneer); and Global Director for devices and products at 3 Mobile.Started as a software developer with Ericsson Mobile in Sweden, after graduating from KTH in Stockholm and the University of Sydney with a Bachelor of Mechanical Engineering, and Master of Science in Fluid Mechanics.// Related Linkshttps://www.frontierone.ai/ and https://www.sparklabsgroup.com~~~~~~~~ ✌️Connect With Us ✌️ ~~~~~~~Catch all episodes, blogs, newsletters, and more: https://go.mlops.community/TYExploreJoin our Slack community [https://go.mlops.community/slack]Follow us on X/Twitter [@mlopscommunity](https://x.com/mlopscommunity) or [LinkedIn](https://go.mlops.community/linkedin)] Sign up for the next meetup: [https://go.mlops.community/register]MLOps Swag/Merch: [https://shop.mlops.community/]Connect with Demetrios on LinkedIn: /dpbrinkmConnect with Frank on LinkedIn: /frankmeehan/

1 Chron 9:1-10:14, Acts 27:21-44, Ps 8:1-9, Pr 18:23-24

1 Chron 9:1-10:14, Acts 27:21-44, Ps 8:1-9, Pr 18:23-24

Shoutout Mo CheeksYou can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/barstoolyak

The ultimate market outcomes of President Trump's tactical tariff escalation may be months away. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas takes a look at implications for investors now.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy. Today: The latest on U.S. tariffs and their market impact. It's Thursday, July 10th at 12:30pm in New York. It's been a newsy week for U.S. trade policy, with tariff increases announced across many nations. Here's what we think investors need to know. First, we think the U.S. is in a period of tactical escalation for tariff policy; where tariffs rise as the U.S. explores its negotiating space, but levels remain in a range below what many investors feared earlier this year. We started this week expecting a slight increase in U.S. tariffs—nothing too dramatic, maybe from 13 percent to around 15 percent driven by hikes in places like Vietnam and Japan. But what we got was a bit more substantial. The U.S. announced several tariff hikes, set to take effect later, allowing time for negotiations. If these new measures go through, tariffs could reach 15 to 20 percent, significantly higher than at the beginning of the year, though far below the 25 to 30 percent levels that appeared possible back in April. It's a good reminder that U.S. trade policy remains a moving target because the U.S. administration is still focused on reducing goods trade deficits and may not yet perceive there to be substantial political and economic risk of tariff escalation. Per our economists' recent work on the lagged effects of tariffs, this reckoning could be months away. Second, the implications of this tactical escalation are consistent with our current cross-asset views. The higher tariffs announced on a variety of geographies, and products like copper, put further pressure on the U.S. growth story, even if they don't tip the U.S. into recession, per the work done by our economists. That growth pressure is consistent with our views that both government and corporate bond yields will move lower, driving solid returns. It's also insufficient pressure to get in the way of an equity market rally, in the view of our U.S. equity strategy team. The fiscal package that just passed Congress might not be a major boon to the economy overall, but it does help margins for large cap companies, who by the way are more exposed to tariffs through China, Canada, Mexico, and the EU – rather than the countries on whom tariff increases were announced this week. Finally, How could we be wrong? Well, pay attention to negotiations with those geographies we just mentioned: Mexico, Canada, Europe, and China. These are much bigger trading partners not just for U.S. companies, but the U.S. overall. So meaningful escalation here can drive both top line and bottom line effects that could challenge equities and credit. In our view, tariffs with these partners are likely to land near current levels, but the path to get there could be volatile. For the U.S., Mexico and Canada, background reporting suggests there's mutual interest in maintaining a low tariff bloc, including exceptions for the product-specific tariffs that the U.S. is imposing. But there are sticking points around harmonizing trade policy. The dynamic is similar with China. Tariffs are already steep—among the highest anywhere. While a recent narrow deal—around semiconductors for rare earths—led to a temporary reduction from triple-digit levels, the two sides remain far apart on fundamental issues. So when it comes to negotiations with the U.S.' biggest trading partners, there's sticking points. And where there's sticking points there's potential for escalation that we'll need to be vigilant in monitoring. Thanks for listening. If you enjoy Thoughts on the Market please leave us a review. And tell your friends about the podcast. We want everyone to listen.

History is made as Markus Schulz presents the first-ever Global DJ Broadcast World Tour recorded live from Vietnam - captured at the vibrant Ciné nightclub in Saigon. A landmark night for the series and the Vietnamese dance music scene, this set delivers an unforgettable journey across dark techno, melodic trance, and signature Down the Rabbit Hole energy.   Central to the night is the spotlight premiere of Monolith - Markus Schulz's powerful new collaboration with Frankyeffe, releasing this Friday. A 140 BPM fusion of techno intensity and trance emotion, Monolith is a peak-time highlight and centerpiece of the set.   An immersive, genre-blending experience direct from the dancefloor - this is a World Tour moment to remember.   Markus Schulz (Recorded Live from Ciné in Saigon, Vietnam - July 5 2025) 01. Kay D. Smith & Marc Tall - Hoipolloi (Ben Gold Remix) 02. Zhu - Faded (HNTR Edit) 03. Joy Orbinson - Flight FM (Danny Avila Remix) 04. Anyma, Argy & Son of Son - Voices in My Head 05. Markus Schulz - The New World (ID Remix) 06. Robert Nickson - Heliopause (ID Remix) 07. Mark Sixma, Orjan Nilsen, Push & nilsix vs. Layton Giordani, Sarah de Warren & Linney - Act of Urban Shakedown (Markus Schulz Down the Rabbit Hole Mashup) 08. Tiesto & Arkham Knights vs. Belocca - Traffic Metamorphis (Markus Schulz Down the Rabbit Hole Mashup) 09. Markus Schulz & Jochen Miller - Rotunda (Dave Neven Remix) 10. Cristoph - I Will Find You (Charles D Remix) 11. Mike EFEX - Monsters 12. ID - Superstring 13. Markus Schulz x Pavlo Vicci - Get You Higher 14. Markus Schulz x Frankyeffe - Monolith 15. Markus Schulz and Departure with Gabriel & Dresden - Without You Near (Fisherman Remix) 16. HNTR - Victory 17. Gabry Ponte & Jerome Isma-Ae vs. Stylo, Space Motion & Amethyst - Walk Aone, Sucker (Markus Schulz Down the Rabbit Hole Mashup) 18. JOA - Everyday 19. Ummet Ozcan - The Box (Markus Schulz Big Room Reconstruction) 20. Mark Dekoda vs. Bart Skils & Layton Giordani - Rave Harder Valentine (Markus Schulz Down the Rabbit Hole Mashup) 21. Markus Schulz - Remember This (Dream Sequence Remix) 22. BLR, Matt Sassari & Truetone - Submerge 23. ALAT - Theurgia Page 110 24. Massano - Fama Land 25. SMACK featuring Sarah de Warren - C'est la Vie 26. Push - Universal Nation (Daxson Remix) 27. Matt Fax - Axis 28. Mark Reeve & Joyhauser - Focus (Markus Schulz Down the Rabbit Hole Reconstruction) 29. Dirty Vegas - Days Go By (NOMADsignal Remix) 30. Sander van Doorn & Laura van Dam - My Mind (Instrumental Mix) 31. RÜFÜS DU SOL - On My Knees (Cassian Remix) 32. Pig&Dan - On a Train (KhoMha Edit) 33. Kaufmann - Have You Turned Off the Oven 34. Max Styler & Oscar L - Addiction