Podcasts about Global

Num 22:21-23:30, Luke 1:57-80, Ps 58:1-11, Pr 11:12-13

Community Prayer and Encouragement

Num 21:1-22:20, Luke 1:26-56, Ps 57:1-11, Pr 11:9-11

Num 21:1-22:20, Luke 1:26-56, Ps 57:1-11, Pr 11:9-11

The Trump Administration is committing thousands of troops to war for Israel in the Middle East as false flag attacks are unleashed on American soil. They just upped the number of ground troops. Can we change the title to IT BEGINS: Trump Commits THOUSANDS of Ground Troops to Greater Israel

Num 19:1-20:29, Luke 1:1-25, Ps 56:1-13, Pr 11:8

Num 19:1-20:29, Luke 1:1-25, Ps 56:1-13, Pr 11:8

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Stew dives into the raw truth of America's occupied government, where Zionist criminals like Netanyahu pull the strings on Trump's illegal war in Iran – all while feasting on taxpayer-funded crab legs and lobster tails. Scott Schara is with me exposing how the government is straight-up legally killing Americans through the medical beast, starting with the heartbreaking murder of his daughter Grace during the COVID scam.

Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Shawn Kim, Head of Morgan Stanley's Asia Technology Team.Today: why the Strait of Hormuz closure may matter to the global technology industry.It's Friday, March 13th, at 8 pm in Taipei. AI and advanced chips may represent the cutting edge of technology, but they depend on something far more basic: that's energy. And a large share of that energy flows through one narrow shipping lane in the Middle East – the Strait of Hormuz. When energy supply chains are disrupted, the effects can quickly ripple into semiconductor manufacturing.Advanced semiconductor fabrication is, in fact, one of the most energy‑intensive industrial processes in the world. Take Taiwan, for example – home of the world's largest share of leading-edge chip production. Just one major manufacturer alone accounts for roughly 9–10 percent of the country's total electricity consumption. That scale of energy use means the stability of power supply is critical.Taiwan relies heavily on imported LNG to generate electricity. But storage levels are limited. It maintains roughly one and half weeks worth of LNG inventory, with several additional weeks supplied by vessels currently at sea. If shipping through the Strait of Hormuz were significantly disrupted, that supply chain could come under pressure. The immediate impact might not necessarily be an outright shortage – but rising energy costs could still affect semiconductor production economics. And that's important because advanced chips are foundational to everything from cloud computing to artificial intelligence systems.Energy isn't the only potential bottleneck. Another lesser-known input in the semiconductor ecosystem is sulfur. More than 90 percent of the world's sulfur supply is produced as a by‑product of oil refining. That sulfur is then used to produce sulfuric acid, a key chemical that supports semiconductor materials, metal processing, and battery components.Disruptions in oil refining tied to shipping constraints or energy market shocks could also affect sulfur supply. In other words, a disruption in energy markets could trigger second‑order effects across multiple layers of the technological supply chain. And those effects extend beyond chips themselves. The downstream impact touches industries tied to electrification, data centers, and advanced electronics manufacturing.History also offers some lessons learned about how technology markets react when energy prices spike. During periods of major oil price surges – such as in 2008 and again in 2021 through 2022 – semiconductor equities experienced significant drawdowns. In both cases, semiconductor stocks declined by roughly 30 percent before reaching an inflection point. The mechanism is fairly intuitive. Higher oil prices raise costs across the economy and can weaken consumer spending. At the same time, companies building energy‑intensive infrastructure – like large‑scale AI data centers – may face higher operating costs and low revenues.So when energy markets move sharply, technology markets often move with them. A disruption in the Strait of Hormuz wouldn't automatically halt chip production, but it could ripple through power costs, materials supply, and the economics of building AI infrastructure. And that highlights an important reality for investors: the future of technology isn't just written in code. It's powered by energy, by infrastructure, and the fragile global networks behind the digital economy.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

India's stocks have dropped to almost one-year lows while other emerging markets face similar pressures as Middle East conflict sends investors fleeing to developed market safety. This capital flight pattern is creating both significant risks for EM-heavy portfolios and potential buying opportunities for patient investors.Today's Stocks & Topics: Dow Inc. (DOW), Market Wrap, Arch Capital Group Ltd. (ACGL), Emerging Market Exodus: When Global Tensions Trigger Capital Flight, Trailing Stop-Loss, General Mills, Inc. (GIS), Canadian Natural Resources Limited (CNQ), Fertilizer Stocks, KBR, Inc. (KBR), Oil supply.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Global financial giant UBS has downgraded U.S. stocks, as markets stumble into one of their worst starts in decades. Is this a routine reset or a warning shot? Where is capital moving now? Are emerging markets the real story? And with geopolitics heating up and the Fed in play, is this a short-term wobble or the start of a structural shift in global capital? Host Tu Yun joins Warwick Powell, Adjunct Professor, Queensland University of Technology, Australia, Li Lun, Assistant Professor of Economics, Peking University, and Chen Jiahe, the Chief Investment Officer of the Beijing-based Novem Arcae Technologies for a close look.

Párrafo: La Global Money Week, que se celebra del 16 al 22 de marzo, es una iniciativa internacional diseñada para enseñar a niños, jóvenes y familias conceptos financieros fundamentales como el ahorro, el gasto con cabeza y la prevención de fraudes. En la Región de Murcia, el Banco de España llevará a cabo talleres en su sede con alumnos de tres institutos, mientras que el ICREF organizará un coloquio entre estudiantes y el consejero de Economía en Molina de Segura. El objetivo primordial es romper el tabú social sobre el dinero para reducir la ansiedad y evitar errores financieros, incentivando a los jóvenes a identificar su perfil —ya sean "arquitectos", "hormigas", "ovejas" o "náufragos"— para mejorar su planificación futura. Estas actividades buscan que los jóvenes actúen como motores de cambio, trasladando hábitos saludables y presupuestos responsables a sus propios hogares.

Num 16:41-18:32, Mark 16:1-20, Ps 55:1-23, Pr 11:7

Exploiting American citizenship laws, defending global religious freedom, and raising grandchildren. Plus, Maria Baer on modern measures of success, Olympic collector's items, and the Thursday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Ambassadors Impact Network, publishers of a Spiritual Impact Report documenting how portfolio companies integrate faith into their operations, from chaplaincy programs to gospel proclamation. The report offers a window into what intentional Kingdom impact looks like in practice. Download it free at ambassadorsimpact.com/reports, and learn more about the network at ambassadorsimpact.comFrom Dordt Discovery Days—an academic summer camp for 6th through 8th graders to grow in their faith and build friendships. dordt.edu/discoveryAnd from Pensacola Christian College. Academic excellence, biblical worldview, affordable cost. go.pcci.edu/world

13. SEG 13: Simon Constable reports on skyrocketing European energy prices due to Middle East conflict. Shortages in sulfur and bromine threaten global semiconductor manufacturing and food security as fertilizer costs nearly double for struggling farmers. (13)1866 SUEX CANAL

Stew does a dive deep into the escalating war in Iran – a Zionist-engineered catastrophe that's dragging America into Armageddon for Benjamin Netanyahu's dream of Greater Israel. Jake GTV exposes it: veteran just admitted the nightmare: she fought in the War on Terror only to realize SHE was the terrorist gunning down families—just like Fallujah, just like Gaza today. Zionist machine drags us to the Iran war for Greater Israel & Antichrist prophecy—false flags, Dow spikes, goyim bleed while Epstein stays buried.

Our co-heads of Securitized Products Research Jay Bacow and James Egan discuss the impact of upcoming regulatory changes on U.S. mortgage rates and home sales.Read more insights from Morgan Stanley.----- Transcript -----Jay Bacow: It is March and there's some madness going on. I'm Jay Bacow, here with Jim Egan, noted Wahoo Wa fan. James Egan: Hey, it looks like Virginia's going to be back in the tournament this year, hoping for a three seed, looking like a four seed. It's the first year that my son is really excited about it. So, hoping we can win a few games. Jay Bacow: Let's hope they don't lose the first game and make him cry like you did a few years ago. But … Welcome to Thoughts on the Market. I'm Jay Bacow, co-head of Securitized Products Research at Morgan Stanley. James Egan: And I'm Jim Egan, the other co-head of Securitized Products Research at Morgan Stanley. Jay Bacow: Today, with everything going on in the world, we thought it'd be prudent to discuss the U.S. mortgage and housing market. It's Thursday, March 12th at 10:30am in New York. James Egan: Jay, as you mentioned, there is a lot going on in markets right now, but hey, people need to live somewhere. And those somewheres remain pretty unaffordable. But this administration has been very focused on affordability, and we also have some updates on what is clearly the most exciting part of the housing and mortgage markets – regulation. What's going on there? Jay Bacow: Look, nothing gets me more excited than thinking about the regulatory outlook for the mortgage market. We've been focusing a lot on what's happening in D.C. with possible changes that could be helping out affordability, changes to the investor program, changes to the policy rate. But Michelle Bowman, who is the Vice Chair of Supervision, has been recently on the tape saying that we could get an update and a proposal for the Basel Endgame by the end of this month; and that proposal for the Basel Endgame is likely to make it easier for banks to hold loans on their balance sheet. It's going to give banks excess capital and the combination of these, along with some other changes that are going to be coming from the Fed, the FDIC and the OCC around: For instance, the GSIB surcharge that our banking analysts led by Manan Gosalia have spoken about – it's really going to help out the mortgage market in our view. James Egan: Alright, so freeing up capital, helping the mortgage market. When we think about the implications to affordability specifically, what do you think it means for mortgage rates? Jay Bacow: Right. So, it's important that [when] we think about the mortgage rate, we realize where it's coming from. The mortgage rate starts off with the level of Treasury rates, and then you add upon that a spread. And the spread is dependent among a number of different factors. But one of the biggest ones is just the demand. And one of the reasons why mortgage rates have been so high over the previous four years was (a) Treasury rates were high, but also the spread was wide. And we think one of the biggest reasons why the spread was wide is that the domestic banks, who are the largest asset type investor in mortgages – they own $3 trillion of mortgages – basically weren't buying them over the past four years. And one of the reasons they weren't buying was they didn't have the regulatory clarity. And so, if the banks come back, that will cause that spread to tighten, which will likely cause the mortgage rate to come down. That is presumably, Jim, good about affordability, right? James Egan: Yes. And I want to clarify, or at least emphasize, that affordability itself has been improving. Over the course of the past four to five months at this point, we've been close to, if not at the lowest mortgage rate we've seen in three years. And when we think about what that has practically done to the monthly principal and interest payment on homes purchased today. Like that monthly payment on the median priced home is down $150 over the past year. That's about a 7 percent decrease. When we lay in incomes – or when we layer in incomes to get into that actual affordability equation, we're at our most affordable place since the second quarter of 2022. So yes, big picture, this is still a challenge to affordability environment. But it's not as challenged as it's been over the past three years. Jay Bacow: All right, so affordability improving. It's still challenged though. What does that mean for home prices then? James Egan: So, when we think about the home price implication of mortgage rates coming down; of mortgage rates coming down in an environment where incomes are going up – we're thinking about demand for shelter, purchase volumes and supply of that shelter. And demand really has not reacted to the improved affordability environment. That's not unusual. Normally takes about 12 months for affordability improvement to pull through in terms of increased transaction volumes. But we do think that the lock-in effect that we've talked about in detail on this podcast in the past, that is going to play a role here. Mortgage rates end of February finally hit a five handle, really, for the first time in three years. They're back above that now with the volatility in the interest rate markets. But from 4 percent to 6 percent, mortgage rates is effectively an air pocket. We don't think you're going to get a lot of unlocking at these levels. So we think that transaction volumes will pick up. We're calling for 3 to 4 percent growth in purchase volumes this year. But they've been largely flat for two to three years at this point. And more importantly, any improvement in affordability that comes from a decrease in mortgage rates is going to lead to commensurately more supply alongside that growth in demand – which is going to keep home prices, specifically, very range bound here. The pace of growth is slowed to about 1.3 to 1.5 percent right now. We've been here for four or five months. We think we're pretty much going to stay here. We we're calling for 2 percent growth, so a little bit acceleration. But we think you're in a very range bound home price market. Jay Bacow: All right, so home prices range bound, affordability improved. But still has a little bit of room to go. Some possible tailwinds from the deregulatory path that will make homes being a little bit more affordable. Fair amount going on. Jim, always a pleasure speaking to you James Egan: And always great speaking to you too, Jay. And to all of our regular listeners, thank you for adding us to your playlist. Let us know what you think wherever you get this podcast. And share Thoughts on the Market with a friend or colleague today.Jay Bacow: Go smash that subscribe button!

This episode starts with a ghost story (yes, really) and quickly turns into a very real conversation about what so many of us are feeling right now: a constant low-grade stress from the chaos and noise of the world. We're talking about the fatigue of nonstop information, the pressure of modern wellness advice, parenting through uncertain times, and how easy it is to feel overwhelmed by it all. But instead of pretending everything's fine, we're leaning into honesty, humor, and connection – reminding us that we're not powerless. Sometimes the most powerful things we can do are simple: move our bodies, talk to people we trust (even the ones we disagree with), find moments of levity… and keep showing up anyway.   3 reminders for staying powerful when the world feels chaotic: That low-grade stress you're feeling? It's real. Global events, nonstop information, and cultural division create a constant background tension that can leave us feeling fatigued and unfocused. Naming it (and acknowledging that many people are feeling it too) is the first step toward managing it. Community matters more than ever. No one person can solve the world's problems. But connection, with friends, family, and even people we disagree with, helps restore perspective, resilience, and a sense that we're not navigating this alone. Wellness doesn't have to be perfect. In a world full of conflicting health advice, the most powerful practices are often the simplest: move your body, talk with people you trust, unplug from the noise when you need to, and allow yourself a little humanity along the way.  

If you are wondering how to use Reiki to navigate global shifts, our discussion provides the practical, spiritual tools, to move from fear into compassion. We answer the question of how to stay grounded when collective energy feels uncertain. In a world of constant information and rapid global shifts, how do we stay grounded without closing our hearts? Join Robyn and Colleen Benelli as they explore how Reiki helps us navigate the complexity of modern life, expand our compassion, and "hold the light" even when the collective ground feels uncertain.   Reiki Journey: How to Navigate Global Shifts with Reiki & Compassion  https://youtu.be/KpI0CntAHNQ Key Insights The Power of Small Deeds: Real change doesn't always come from grand gestures. Following the wisdom of the "Great Stories," it is the small acts of love, kindness, and ordinary people choosing to hold the light that keep the darkness at bay and shift the collective consciousness.  Sensitivity as Spiritual Maturation: Increasing sensitivity to world events is not a weakness; it is a sign of the evolution of consciousness. Reiki provides the softness and when necessary, the resilience needed to move from "feeling the weight of the world" to "holding the light for the world." Navigating the Global Web: We are more interconnected than ever, functioning like a global mycelium, and web of consciousness. While this makes us more aware of suffering, it also reveals our shared humanity, reminding us that love, grief, and hope are universal across all borders. Inviting the Light When the Tank is Empty: When you feel overwhelmed or angry, you have to "know how" to fix everything. Reiki is an external source of grace. When you activate the light within, you can regulate your nervous system and return to a state of peace and discernment. People Also Ask (FAQ) How can Reiki help with "compassion fatigue" from the news? Reiki helps by calming the nervous system, moving you out of a "reactive" state and into a "receptive" one. By filling your own "gas tank" first, you can maintain your boundaries, and clarify your mind while still remaining an empathetic, grounded presence in the world. Why does the world feel more intense in 2026? We are moving through a significant shift in awareness where old, simple narratives are being replaced by complex, nuanced truths. This expansion of consciousness requires us to hold duality, recognizing global challenges while maintaining faith in the inherent goodness of everyday people. What is the best Reiki tool for staying centered during a "Great Reset"? Self-Reiki and community Reiki shares are make all the difference. Shared Reiki practices allow you to "invite the light" even when you feel you can't do it alone, helping you maintain "Eagle Vision" (the big picture) without losing your "Mouse Vision" (practical, small acts of kindness). Connect with us: Website: https://reikilifestyle.com Podcast: Reiki Lifestyle Podcast Community: Join our next Distance Reiki Share! **DISCLAIMER** This episode is not a substitute for seeking professional medical care but is offered for relaxation and stress reduction, which support the body's natural healing capabilities. Reiki is a complement to and never a replacement for professional medical care. Colleen and Robyn are not licensed professional health care providers and urge you to always seek out the appropriate physical and mental help professional health care providers may offer. Results vary by individual.

Tonight's episode of The Second Act Executive is an unedited, raw conversation about the cultural and financial shifts shaping the future of our families.Hosted by Tawnie Wolf (Antoinette Wolf) — a former corporate executive turned entrepreneur, philanthropist, licensed real estate agent, writer, and mother — this podcast is created for leaders over 50 who understand that protecting legacy requires awareness, discipline, and courage.In this episode we discuss:• Market Moves: Why Nvidia, AMD, and DJT are currently on my investment radar and what they reveal about the future of technology, media, and influence.• The 65+ Shield: Why asset protection has become a survival necessity for retirees and grandparents in today's volatile financial environment.• Hollywood's Global Shift: The turning point when China dramatically reduced its investment in Hollywood around 2017–2018, dropping from $4.78 billion in 2016 to roughly $489 million the following year — and how that decision reshaped global entertainment influence.(Sources referenced include reporting from the Los Angeles Times, Yahoo Finance, Screen Daily, and Spy Culture.)• Politics and Entertainment: How major Hollywood talent agencies represent political figures including Barack Obama, Joe Biden, Kamala Harris, Stacey Abrams, and others, and what that reveals about the growing relationship between media power and politics.• Cultural Signals: Why Americans are beginning to question a society that celebrates celebrity culture more than the taxpayers and professionals who actually keep the country running.• Protecting the Next Generation: Why parents and grandparents must take a far more active role in protecting children from online humiliation, digital manipulation, and toxic internet culture.This episode asks an important question:What is truly at risk right now — our financial markets or our cultural values?Because the answer may determine the future our children inherit. Listen, reflect, and join the conversation.Unsubscribe from the noise.Plug into your power.

Num 15:17-16:40, Mark 15:1-47, Ps 54:1-7, Pr 11:5-6

1. Guests Gordon Chang and Peter Huessy discuss how Middle Eastconflict causes commodity shortages for China. They explore nuclear threatsfrom Iran and North Korea, noting China's role in promoting global proliferation. (1)1904 PEKING FRUITS

PREVIEW FOR LATER. Rebecca Grant emphasizes the urgent need to accelerate U.S. Navy carrier construction. Despite legal requirements for eleven carriers, current projections suggest a decline, leaving the fleet overstretched against global threats from China. (3)1942 LEXINGTON

3. Guest Alan Tonelson evaluates wartime trade, highlighting China's failure to stop fentanyl precursors. He discusses the impact of tariffs and potential global shortages of fertilizer and sulfur due to Middle East instability. (3)1793

Global unrest is rising across multiple nations and the cultural pressure on the West is intensifying. I break down what's happening behind the headlines, how Trump's role is shaping the moment, and why many believers see deeper prophetic implications in the shifting world order. When you connect the political, spiritual, and cultural battles unfolding right now, a clearer picture of where we may be heading begins to emerge.   Podcast Episode 2054: The Crisis Israel and the United States Faces Together | don't miss this! Listen to more episodes of the Lance Wallnau Show at lancewallnau.com/podcast

While Israel's Iron Dome crumbles under sustained Iranian barrages and Netanyahu brags about destroying Amalek worldwide, our treasonous “leaders” are prepping the draft to send your sons to die so Bibi can build his Third Temple empire on mountains of goyim corpses. Jeff Berwick blasts through to unmask the Zionist Satanic overlords behind Epstein's hits on Tzla inventors, phony Iran escalations, and chemtrail mass murder plots while burying plasma healing tech that's nuking vax injuries and arming us against their globalist nightmare.

Our analysts Andrew Sheets and Martijn Rats discuss why a prolonged disruption of oil flow through the Strait of Hormuz would be unprecedented—and nearly impossible for the market to absorb.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley.Martijn Rats: I'm Martijn Rats, Head of Commodity Research at Morgan Stanley.Andrew Sheets: Today on the program we're going to talk about why investors everywhere are tracking ships through the Strait of Hormuz.It's Wednesday, March 11th at 2pm in London.Andrew Sheets: Martijn, the oil market, which is often volatile, has been historically volatile over the last couple of weeks following renewed military conflict between the United States and Iran.Now, there are a lot of different angles to this, but the oil market is really at the center of the market's focus on this conflict. And so, I think before we get into the specifics, I think it's helpful to set some context. How big is the global oil market and where does the Persian Gulf, the Strait of Hormuz fit within that global picture?Martijn Rats: Yeah, so the global oil consumption is a little bit more than a 100 million barrels a day. But that splits in two parts. There is a pipeline market and there is a seaborne market. And when it comes to prices, the seaborne market is really where it's at. If you're sitting in China, you're buying oil from the Middle East, all of a sudden, it's not available. Sure, if there is a pipeline that goes from Canada into the United States, that doesn't really help you all that much.Andrew Sheets: So, it's the oil on the ships that really matters.Martijn Rats: It's the oil on ships that is the flexible part of the market that we can redirect to where the oil is needed. And that is also the market where prices are formed. The seaborne market is in the order of 60 million barrels a day. So, only a subset of the 100 [million]. Now relative to that 60 million barrel a day, the Strait of Hormuz flows about 20 [million]. So, the Strait of Hormuz is responsible for about a third of seaborne supply, which is, of course, very large and therefore, you know, very critical to the system.Andrew Sheets: And I think an important thing we should also discuss here, which we were just discussing earlier today on another call, is – this is a market that could be quite sensitive to actually quite small disruptions in oil. So, can you give just some sense of sensitivity? I mean, in normal times, what sort of disruptions, in terms of barrels of oil, kind of, move markets; get investors' attention?Martijn Rats: Yeah, look, this is part of why this situation is so unusual, and oil analysts really sort of struggle with this. Look normally, at relative to the 100 million barrels a day of consumption, we care about supply demand imbalances of a couple of 100,000 barrels a day. That becomes interesting.If that, increases to say 1 million barrel a day, over- or undersupplied, you can expect prices to move. You can expect them to move by meaningful amounts. We can write research; the clients can trade. You have a tradable idea in front of you. When that becomes 2 to 3 million barrels a day, either side, you have major historical market moving events.So, in [20]08-09, oil famously fell from over 100 [million] down to something like 30 [million], on the basis that the oil market was 2-2.5 million barrel day oversupplied for two quarters. In 2022, we all thought – this actually never happened, but we all thought that Russia was going to lose about 3 million barrel day of supply. And on that basis, just on the basis of the expectation alone, Brent went to $130 per barrel. So, 2-3 [million] either side you have historically large moves. Now we're talking about 20 [million].Andrew Sheets: And I think that's what's so striking. I mean, again, I think investors, people listening to this, they can do that arithmetic too. If this is a market where 2 to 3 million barrels a day have caused some of the largest moves that we've seen in history, something that's 20 [million] is exceptional. And I think it's also fair to say this type of closure of the Strait [of Hormuz] is something we haven't seen before.Martijn Rats: No, which also made it very hard to forecast, by the way. Because the historical track records did not point in that direction, and yet here we are. The historical track record – look, you can look at other major disruptions historically.The largest disruption in the history of the oil market is the Suez Crisis in the mid-1950s that took away about 10 percent of global oil consumption. This is easily double that. So really unusual. If you look at supply and demand shocks of this order of magnitude, you can think about COVID. In April 2020, for one month, at the peak of COVID, when we're all sitting at home. Nobody driving, nobody flying. Yeah, we lost very briefly 20 million barrels a day of demand. Now we're losing 20 million barrels a day of supply. So, look, the sign is flipped, but it's in the same order of magnitude. And yeah, these are unusual events that you wouldn't actually, sort of, forecast them that easily. But that is what is in front of us at the moment.Andrew Sheets: So, I think the next kind of logical question is if shipping remains disrupted, and I'd love for you to talk a little bit about, you know, you're sitting there with satellite maps on your screen tracking shipping, which is – a development. But, you know, what are the options that are available in the region, maybe globally to temporarily balance this supply and create some offset?Martijn Rats: Yeah. So, like of course when we have a big disruption like this one, of course the market is going to try to solve for this. There are a few blocks that we can work with. I'll run you through them one by one, including some of the numbers. But very quickly you arrive at the conclusion that this is; this puzzle – we can't really solve it.Like in 2022, the market was very stressed. We thought Russia was going to lose 3 million barrels a day of supply, but we could move things around in our supply demand model. Russia oil goes to China and India. Oil that they buy, we can get in Europe, we can move stuff around to kind of sort of solve a puzzle.This puzzle is very, very difficult to solve. So, through the Strait of Hormuz, 15 million barrels a day have crude, 5 million barrels a day of refined product, 20 million barrels a day in total. What can we do?Well, the biggest offset, is arguably the Saudi EastWest pipeline. Saudi Arabia has a pipeline that effectively allows it to ship oil to the Red Sea at the Port of Yanbu, where it can be evacuated on tankers there. That pipeline has a capacity of 7 million barrels a day. We think it was probably already flowing at something like 3 million barrels a day. So, there's probably an incremental 4 [million] that can become available through that. That's the biggest block, that we can see of workaround capacity, so to say.After that the numbers do get smaller. The UAE has a pipeline that goes through Fujairah that's also beyond the Strait of Hormuz. We think there is maybe 0.5 million barrel a day of capacity there. Then you're basically, sort of, done within the region, and you have to look globally for other sources of oil.If there are sanctions relief, maybe on Russian oil, you can find a 0.5 million barrel day there. Here, there and everywhere. 100,000 barrels a day, 200,000 barrels a day. But the numbers get…Andrew Sheets: It's still not… So, if you kind of put all of those, you know, kind of, almost in a best-case scenario relative to the 20 million that's getting disrupted.Martijn Rats: If you add another one or two from a massive SPR release, the fastest release from SPR…Andrew Sheets: That's the Strategic Petroleum Reserve.Martijn Rats: Yeah, exactly. Earlier today, we got an announcement, that the IEA is proposing to release 400 million barrels from Strategic Reserve across its member countries. That is a very large number. But – and that is important. But more important is how fast can it flow because the extraction rate from these tanks is not infinite. The fastest ever rate of SPR release is only 1.3 million barrels a day. Now, maybe the circumstances are so extraordinary, we can do better than that and we can get it to 2 [million]. But beyond that, you're really in very, very uncharted territory.So maybe in the region, work around sanctions relief, SPR release, we can probably find like 7 million barrels a day out of a problem that is 20 [million]. You're left with another 13 [million]. The 13 [million] is four times what we thought Russia would lose. So, you're left with this conclusion: Look, this really needs to come to an end.Andrew Sheets: And the other rebalancing mechanism, which again, you know, when we come back to markets and forecasting, this is obviously price. And, you know, you talk about this idea of demand destruction, which I think we could paraphrase as – the price is higher so people use less of it and then you can rebalance the market that way.But give us just a little sense of, you know, as you and your team are sitting there modeling, how do you think about, kind of, the price of oil? Where it would need to go to – to potentially rebalance this the other way.Martijn Rats: Yeah, that price is very high. So, what it's a[n] really interesting analysis to do is to look at the historical frequency distribution of inflation adjusted oil prices.You take 20 years of oil prices. You convert it all in money of the day, adjusted for inflation, and then simply plot the frequency distribution. What you get is not one single bell curve centered around the middle with some variation around the midpoint. You get, sort of, two partially overlapping bell curves.There is a slightly larger one, which is, sort of, the normal regime. Lower prices, 60, 70, 80 bucks. There's a lot of density there in the frequency distribution, that's where we are normally. What's interesting is that actually, if you go from there to higher prices, there are prices that are actually very rare in inflation adjusted terms.Like a [$] 100-110. In nominal terms, we might feel that that has happened. In inflation adjusted terms, these prices are extremely rare. They are way rarer than prices that live even further to the right. [$]130, 140.The oil market has this other regime of these very high prices. If you go back in history, when did those prices prevail? They always prevailed in periods where we asked the same question. What is the demand destruction price? And yeah, to erode demand by a somewhat meaningful quantity, yeah, you end up in that regime. These very high prices, like [$]130. And it's… It's not a gradual scale. You sort of at one point shoot through these levels and that's where you then end up.Andrew Sheets: It's quite, quite serious stuff.Martijn Rats: Well, yeah. Also, because we can casually say in the oil market, ‘Oh, demand erosion has to be the answer.' But we don't erode demand in isolation. Like, you know, diesel is trucking. Yeah, jet is flying. NAFTA is petrochemicals.Andrew Sheets: These are real core parts of economic activity.Martijn Rats: It's all GDP.Andrew Sheets: So maybe Martijn, in conclusion, let me give you a slightly different scenario. Let's say that the conflict goes on for another couple of weeks, but then there is a resolution. Traffic goes back to normal. Walk us through a little bit of what that would mean. You know, kind of how long does it take to get back to normal in a market like this?Martijn Rats: Yeah. So, if you say, weeks, I would say that is an uncomfortable period of time actually.Andrew Sheets: Feel free to use a slightly different scenario.Martijn Rats: If you say days. Let's say next week something happens, the whole thing comes soon to end. Look, then we will have logistical supply chain issues. But look, we can work through that.There is at the moment somewhat of an air pocket in the global oil supply chain. There should be oil tankers on their way to refineries for arrival in April and May that currently are not. So, we will have hiccups and things need to be rerouted and we draw on some inventories here or there, but… And that will keep commodity prices tense, I would imagine. The equity market will probably look through it.We'll have a month or six weeks, not more than two months, I would imagine of logistical issues to sort out. Look, of course, if that, you know, doesn't happen, then we're back in the scenario that we discussed. But yeah, look, that that's equally true. If it's short, we can sort of live with a disruption.Andrew Sheets: It's fair to say that this is a situation where days really matter, where weeks make a big difference.Martijn Rats: Oh, totally. Look, the oil industry has built in various, sort of, compensatory measures, I think. You know, inventories along the supply chains. But nothing of the scale that can work with this. I mean, this is truly yet another order of magnitude.Andrew Sheets: Martijn, thank you for taking the time to talk.Martijn Rats: My pleasure.Andrew Sheets: And thank you as always for your time. If you find Thoughts on the Market useful, let us know by leaving review wherever you listen. And also tell a friend or colleague about us today.Important note regarding economic sanctions. This report references jurisdictions which may be the subject of economic sanctions. Readers are solely responsible for ensuring that their investment activities are carried out in compliance with applicable laws.

In an era of constant change and global unpredictability, it is easy to feel untethered. When uncertainty strikes, our energy often rises into racing thoughts and physical tension. Today's episode of the Daily Meditation Podcast is designed to pull that energy back down, anchoring you in the steady presence of the here and now. On Day 3 of our "10 Minutes of Calm" series, we focus on the arc of Grounding. You will learn how to use your physical body and your breath as a sanctuary, allowing you to remain stable even when the world around you feels in flux. In this episode, you will: Practice Heart Coherent Breathing: A guided 5-in, 5-out breathing technique (10 rounds) designed to synchronize your heart rate and soothe your nervous system. Use Grounding Cues: Incorporate the gentle mental prompts of "Soften" and "Ease" to release resistance to the unknown. Explore the "Oak Tree" Insight: A brief reflection on how to grow deep roots of internal stability when you cannot control the external storm. Return to Center: A dedicated space to reclaim your focus and remind yourself that calm is your natural state, regardless of outside circumstances. Take ten minutes today to stop searching for answers "out there" and start finding your footing "in here." This is day 3 of a 7-day meditation series, "10-minutes of Calm: Meditations to Deal with the Uncertainty of Daily Life," episodes 3472-3478. ABOUT THIS WEEK'S SERIES Welcome to 10-Minute Calm—a gentle daily meditation series created to help you feel steadier, clearer, and more at ease in just ten minutes. Each episode is simple, warm, and practical—designed for real life on busy days, anxious days, and emotionally full days. Through a supportive weekly arc—Release, Rest, Ground, Protect, Nurture, Balance, and Embody—you'll practice calming techniques you can return to anytime, including breathwork, affirmations, mudras, chakra focus, visualization, and a weekly review. You don't have to force relaxation or "fix" anything—this series is about building the skill of coming back to calm, one breath at a time. THIS WEEK'S CHALLENGE - The Calm Creator Challenge For the next 7 days, choose one tiny "carry cue" from each episode (a phrase, one slow exhale, shoulder drop, hand-to-heart, etc.) and practice it three times a day—morning, mid-day, and evening. The goal isn't to stay calm all day; it's to build the habit of returning to calm in real life. THIS WEEK'S MEDITATION JOURNEY Day 1: VISUALIZATION: Emotional Release Day 2: AFFIRMATION: "Calm is my natural state." Day 3: EXTENDED EXHALE BREATH: Inhale 4, exhale 6 (or 4/7 if comfortable) for 8–10 rounds. Day 4: PRITHVI MUDRA (Earth Mudra) Touch ring fingertip to thumb tip, other fingers relaxed. Theme: steadiness, grounded calm, "I am here." Day 5: CHAKRA FOCUS: First chakra to feel grounded Day 6: CALM FLOW MEDITATION: combining the week's techniques Day 7: WEEKLY REVIEW MEDITATION: closure SHARE YOUR MEDITATION JOURNEY WITH YOUR FELLOW MEDITATORS Let's connect and inspire each other! Please share a little about how meditation has helped you by reaching out to me at Mary@SipandOm.com or better yet -- direct message me on https://www.instagram.com/sip.and.om. We'd love to hear about your meditation ritual! WAYS TO SUPPORT THE DAILY MEDITATION PODCAST SUBSCRIBE so you don't miss a single episode. Consistency is the KEY to a successful meditation ritual. SHARE the podcast with someone who could use a little extra support. I'd be honored if you left me a podcast review. If you do, please email me at Mary@sipandom.com and let me know a little about yourself and how meditation has helped you. I'd love to share your journey to inspire fellow meditators on the podcast! All meditations are created by Mary Meckley and are her original content. Please request permission to use any of Mary's content by sending an email to Mary@sipandom.com. FOR DAILY EXTRA SUPPORT OUTSIDE THE PODCAST Each day's meditation techniques are shared at: sip.and.om Instagram https://www.instagram.com/sip.and.om/ sip and om Facebook https://www.facebook.com/SipandOm/ SIP AND OM MEDITATION APP Looking for a little more support? If you're ready for a more in-depth meditation experience, allow Mary to guide you in daily 30-minute guided meditations on the Sip and Om meditation app. Give it a whirl for 7-days free! Receive access to 3,000+ 30-minute guided meditations customized around a weekly theme to help you manage emotions. Receive a Clarity Journal and a Slow Down Guide customized for each weekly theme. 2-Week's Free Access on iOS https://itunes.apple.com/us/app/sip-and-om/id1216664612?platform=iphone&preserveScrollPosition=true#platform/iphone All meditations are created by Mary Meckley and are her original content. Please request permission to use any of Mary's content by sending an email to Mary@sipandom.com.Let go of repetitive negative thoughts. Music composed by Christopher Lloyd Clark licensed by RoyaltyFreeMusic.com, and also by musician Greg Keller.

WAR IS COMPLETE! Oil Screaming higher Euro Nat Gas up 60% An update on JCD PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter INTERACTIVE BROKERS Warm-Up - The CTP for Caterpillar - We have a winner! - A tech earnings BLOWOUT - A seminal moment with AI and Employment trends - An update on JCD - from JSD - A Limerick for JCD Markets - WAR FOOTING - Buyers are still there... - Oil Screaming higher (Sunday night wow!) - Euro Nat Gas up 60% - Anyone wondering why markets keep going up? John Dvorak Jr. - Guest  - UPDATE ON JCD JSD: - Tell us what you are doing these days... - What was it like growing up around constant tech commentary and skepticism? - How did that environment shape the way you look at innovation and hype? - Where do you most disagree with your father's views on technology today? - Is AI making people smarter—or more dependent? - How should younger professionals think about job security when automation is accelerating? War and Oil - Iran's Revolutionary Guard says it has closed the Strait of Hormuz, per a Reuters report. - About a third of the world's seaborne oil exports passed through the Strait in 2025. - Threatening to BURN any ship that attempts to go through - The Strait of Hormuz is a critical, narrow chokepoint about 90–104 miles (145–167 km) long and 21–60 miles (33–95 km) wide. At its narrowest, it is only 21 miles (33 km) across, with shipping lanes in each direction restricted to just two miles wide to accommodate massive oil tanker traffic, representing about one-fifth of global oil consumption - Meanwhile - lots of production halts - Oil screamed to $115 on Sunday night before cooler heads prevailed AND SPR talk hit the tape. - MISSION ACCOMPLISHED? Just in... - President Trump says "I have ordered the United States Development Finance Corporation to provide, at a very reasonable price, political risk insurance and guarantees for the financial security of all maritime trade, especially energy, traveling through the Gulf. This will be available to all shipping lines. If necessary, the United States Navy will begin escorting tankers through the Strait of Hormuz, as soon as possible" - BUT, who would even want to take the chance of moving through that area - even if there is insurance? Meanwhile LNG -Daily charter rates for LNG tankers in the Atlantic Basin have surged to over $200,000 per day. - Rates are roughly double levels seen less than a day earlier. - The spike followed Qatar's shutdown of LNG production as the conflict with Iran spread across the region. - The new offer levels are at least three times higher than the most recent assessed LNG tanker rate of $61,500, according to Spark Commodities earlier Monday. - Despite the elevated asking prices, no transactions have yet been confirmed at these levels. You thought that was BAD? - Europe in bad shape with Nat Gas after Qatar halted production (accounts for 20% of global LNG supply) Euro Nat Gas Amazon Data Loss - HEY WHAT ABOUT THIS? - Amazon Web Services said late Monday two of its data centers in the United Arab Emirates and a facility in Bahrain were damaged by drone strikes, taking the facilities offline. - “In the UAE, two of our facilities were directly struck, while in Bahrain, a drone strike in close proximity to one of our facilities caused physical impacts to our infrastructure,” AWS said. “These strikes have caused structural damage, disrupted power delivery to our infrastructure, and in some cases required fire suppression activities that resulted in additional water damage.” - This is an interesting twist on cyber-warfare - WHAT IF? - JSD: How does this impact AI and the world tech flow? Why do/did markets keep climbing? - Global debt climbed to a record $348 trillion at the end of 2025, after nearly $29 trillion was added over the year in the fastest yearly build-up since the pandemic surge - The increase was driven primarily by governments, which accounted for more than $10 trillion of the rise, with the United States, China and the euro area responsible for roughly three-quarters of the jump - Also, margin debt up 30% in 2025 - so there is that... - No wonder there is resilience in these markets... Berkshire News - Earnings from operations totaled $10.2 billion in Q4. That's down more than 29% from $14.56 billion in the year-earlier period. - Insurance underwriting profits dropped 54% to $1.56 billion from $3.41 billion a year prior. Insurance investment income slid nearly 25% from to $3.1 billion from $4.088 billion. - This was the final quarter under Warren Buffett as CEO, who announced he was stepping down at the annual shareholders meeting last May. - Full year overall earnings, meanwhile, fell to $66.97 billion from $89 billion a year prior. - NO Buybacks, bit they still have more that $350B is cash INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/ Irritating - UBS' top equity strategist dialed back his view on U.S. stocks, citing mounting risks from a weakening dollar, stretched valuations and policy turbulence in Washington. - Andrew Garthwaite, head of global equity strategy at the investment bank, downgraded American equities to “benchmark” in a fully invested global equity portfolio, arguing that the factors that powered years of outperformance are starting to fade. - Market weight - no risk for this guy on the call. Can't lose as will just perform with the benchmark - DUMB Dell Earnings BLOWOUT (Follow up) - Dell reported adjusted earnings of $3.89 per share, exceeding the $3.53 per share expected by analysts surveyed by LSEG. - The company posted $33.38 billion in revenue for the quarter, topping a forecast of $31.73 billion. - Stock up 22% on the news and followed through on Monday - Dell cut quote time to less that a week (prices expire) - Dell expects revenue for its artificial intelligence servers to hit $50 billion in 2027, more than double the year prior. - Much different story from HP that was complaining about input pricing.... Obviously Dell is much smarter at pass-though management of pricing. Jack on the Attack - Financial technology firm Block (XYZ), run by Jack Dorsey began slashing more than 40% of its workforce (4k people) on Thursday, saying in a letter to shareholders that AI tools "have changed what it means to build and run a company." - The AI layoffs came as the Square payment system and Cash App operator matched fourth-quarter earnings estimates, yet Block shares surged after hours. - Evercore ISI analyst Adam Frisch called the layoffs "the seminal moment to date in the AI narrative and how it could transform companies as we know it going forward." - SOOOOOO - AI is responsible for job cuts? ---- SOOOOOO - AI can replace humans and as productivity is enhanced? Duolingo - Duolingo forecast first-quarter and 2026 bookings below expectations on Thursday as it shifts strategy toward faster user growth, a move it said will weigh on bookings growth and profitability this year, sending the company's shares down more 23% after hours last week. - The company plans to roll out more AI-driven speaking tools to free users, reducing friction that previously nudged learners toward paid plans - Poster child of how AI can kill your business? - However, earnings/financials looked pretty good and there is a strategy there that may be beneficial   Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS There is a tech pundit whose name be John, Whose sharp takes went late into dawn. He hit pause for some care, But with grit (and repair), Soon he'll be back oh so steady and strong. See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Global supply chains are navigating an era marked by evolving challenges and opportunities. As technological advancements such as AI continue to reshape the landscape, leaders must adapt to the constant pressures of global uncertainty.In this episode of Supply Chain Now, Scott Luton is joined by Tony Zuazo, Interim CEO of the Community Resource Center, to explore the intersection of people, process, and technology in today's supply chain environment. Tony shares insights from his extensive experience leading supply chains at Dollar General and his current work in nonprofit leadership. Together, they discuss the critical role of innovation in supply chain management, the growing significance of automation and AI, and the importance of adapting processes to meet both short-term needs and long-term goals.Scott and Tony also touch on the complexities of decision-making in global supply chains, the balance between technology and human-driven processes, and the need for clear communication in change management. The episode concludes with advice for leaders on how to manage uncertainty, drive efficiency, and keep people at the heart of successful supply chain operations.Jump into the conversation:(00:00) Intro(01:42) Tony Zuazo's background and supply chain leadership at Dollar General(07:35) Retail supply chain's evolution over the past decade(08:16) Shifts in technology: automation and AI(10:24) Unchanging global pressures in the supply chain(11:18) Importance of micro decisions in operations(13:52) Key non-negotiables at Dollar General(16:49) Overengineering vs. oversimplifying technology solutions(20:07) The importance of overcommunication in leadership(23:20) CRC's mission: hygiene and security(26:33) Ways to support the Community Resource Center(30:15) Leadership lessons: people, process, and technology(32:49) Standardizing processes with room for flexibilityAdditional Links & Resources:Connect with Tony Zuazo: https://www.linkedin.com/in/tonyzuazo/Learn more about the Community Resource Center: http://www.crcmidtn.orgLearn more about our hosts: https://supplychainnow.com/aboutLearn more about Supply Chain Now: https://supplychainnow.comWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-nowSubscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/joinWork with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkSupply Chain Now en Espanol WEBINAR- Visibilidad estrategica en Pharma: control, cumplimiento y resiliencia en entornos de alto riesgo: https://bit.ly/4rku7lCWEBINAR- Talent Management Playbook for Supply Chain Leaders: https://bit.ly/4uc2OfBWEBINAR- From Months to Days: How AI-Speed Supply Chain Design Is Breaking Traditional Org Models—And Talent Too: https://bit.ly/4ldRn3bThis episode was hosted by Scott Luton and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/store-shelves-commnity-impact-journey-1556

Enterprise data estates often optimize for platform expansion over decision velocity, producing reporting layers that signal activity but fail to accelerate strategic outcomes. In this episode, Barry McCardel, CEO at Hex, examines how leading organizations can compress the gap between executive questions and decision-grade insight to materially increase the enterprise value of data. The discussion focuses on tightening feedback loops, operationalizing collaborative and AI-augmented analysis, and redefining data ROI around adoption, trust, and measurable business impact rather than production metrics. This episode is sponsored by Hex. Learn how brands work with Emerj and other Emerj Media options at emerj.com/partner. Want to share your AI adoption story with executive peers? Click emerj.com/expert for more information and to be a potential future guest on the 'AI in Business' podcast!

Andrew Bender still remembers a moment from high school football practice when a coach challenged him with a simple question: “Do you want to be all conference or all state?” The comment surprised him. At the time, Bender tells us he wasn't even sure he had the potential to reach the lower bar. Yet the moment stayed with him because it revealed something important—that sometimes others see possibilities before we do.That lesson about recognizing potential shaped how Bender approached his career decisions. Early on, while working at William Blair, he faced a choice common among his peers: continue toward private equity or pursue a different path. Instead of following the typical investment track, he realized he preferred working inside organizations rather than advising them from the outside. The parts of investment banking he enjoyed most involved “diving into the organizations” he represented, Bender tells us.Over time, that realization led him toward roles blending strategy and finance. Consulting and business school helped him develop structured problem-solving skills and the ability to learn new industries quickly. Later, at Snyder's-Lance, he worked across corporate strategy and business-unit finance, gaining operational perspective that would prepare him for future CFO roles.That blend of strategy and finance thinking surfaced again after Bender joined BNI Global. Preparing board materials, he realized the company tracked numerous KPIs but struggled to explain performance drivers. If the metrics didn't link to financial outcomes, he recalls thinking, “what are we doing here?”The solution was simplification. Bender helped refocus leadership on five core business drivers—member renewals, visitor activity, conversion rates, chapter launches, and pricing—while teaching operational leaders how those metrics translate into financial performance.

In this episode, we sit down with Marie-Theres Mangelsdorf and Nino Bergfeld to explore Montblanc's ambitious commerce transformation — launching a new platform across 60 markets in just 11 months. We discuss how Montblanc balanced its rich heritage with the demands of modern digital commerce. Marie-Theres shares the strategic decisions that made the rapid rollout possible, including ruthless prioritization between "business critical" and "nice to have," and aligning the entire organization around a clear why. We also dive into global consistency versus local adaptation, the realities of headless versus monolithic architectures, and how luxury brands must carefully choose what to control in-house versus outsource. Beyond technology, the conversation highlights leadership lessons to drive change while keeping the business running. Show Highlights: Balancing brand heritage with modern digital innovation Prioritizing business critical features over perfection Global consistency with strategic local adaptations Headless versus monolithic architecture decisions in luxury In-house control versus outsourcing across the value chain Leading teams through high pressure transformation with clarity and transparency Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review," then a quick line with your favorite part of the episode. It only takes a second, and it helps spread the word about the podcast. Supporting Resources: Nino Bergfeld: nbergfeld@salesforce.com  *** Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com. Let them know I sent you.  

Is the escalating conflict with Iran something investors should worry about? Global headlines about war, oil supply disruptions, and geopolitical tensions can make it feel like a major market crash is just around the corner. But are these fears grounded in probability - or simply possibility amplified by the news cycle? In this episode of Retire in Texas, Darryl Lyons explores the investing skill of distinguishing between what is possible versus what is probable. Using the current tensions surrounding Iran and the Strait of Hormuz as a backdrop, Darryl explains how geopolitical events can influence markets through both economic effects and investor sentiment, and why headlines often exaggerate the real long-term impact. Drawing on historical examples like Pearl Harbor and the assassination of President John F. Kennedy, Darryl walks through how markets have historically responded to major crises. While uncertainty can trigger short-term volatility, investors and institutions often shift quickly from panic to analysis, evaluating what events mean for economic growth, corporate earnings, and long-term investment opportunities. You'll learn: Why understanding the difference between possible and probable is a key investing skill. How geopolitical conflicts like tensions with Iran can affect markets and oil supply. What history shows about market reactions to major global events. Why missing just a few of the market's best days can dramatically reduce long-term returns. How diversification, time horizon, and portfolio structure help investors weather uncertainty. Darryl also explains why investors should be cautious about reacting emotionally to alarming headlines. Whether markets are responding to geopolitical tensions, economic concerns, or unexpected global events, long-term investors can benefit from maintaining discipline rather than trying to time the market. This episode serves as a reminder that while uncertainty is inevitable in investing, markets have historically endured wars, crises, and disruptions because the global economy continues moving forward. With proper perspective, diversification, and long-term planning, investors can build resilience in their financial strategy. Benefiting from the show? We'd appreciate it if you left a review on your favorite podcast platform. Resources: https://www.invesco.com/us-rest/contentdetail?contentId=a9b2a3dd-29a7-4302-ab86-814c4886a73c&msockid=0f56055ffc28689a11991143fda66906 https://www.wellington.com/en/insights/war-and-markets-whats-the-connection

Serhii Mokhniev of Capital.com joins Delphine Forma to discuss MiCA licensing, crypto compliance strategy, and what TradFi still gets wrong about digital assets.

Num 14:1-15:16, Mark 14:53-72, Ps 53:1-6, Pr 11:4

PREVIEW FOR LATER. GUEST: Judy Dempsey. Dempsey highlights the EU's inability to speak with one voiceduring global crises. She argues that political integration and ending veto powers are necessary to achieve true European power. (1)1871 SIEGE OF PARIS

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this episode of The Wright Report, Bryan covers a new intelligence warning tied to the war with Iran, including mysterious shortwave radio broadcasts believed to be coded signals that could activate Iranian sleeper agents abroad.    He also breaks down the latest military developments, from the remaining Iranian missiles and drones threatening the Strait of Hormuz to the growing oil crisis as tankers remain stuck and global markets brace for shortages.    Finally, Bryan examines the economic and political fallout, including pressure on President Trump to release U.S. strategic oil reserves, new polling on the war's popularity, and signs the White House may be narrowing its war goals to stopping Iran's nuclear program as a possible off-ramp.    "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: Iran war update, Iranian sleeper agents shortwave radio, Strait of Hormuz crisis, Iran missiles TEL launchers, global oil shock 2026, Strategic Petroleum Reserve debate, Trump Iran nuclear strategy, U.S. Iran conflict analysis, Bryan Dean Wright podcast, The Wright Report

In a gripping interview interrupted by active missile sirens in Tel Aviv, former Israeli Ambassador to the U.N. Michael Oren joins Brian Kilmeade to deliver a stark warning. From the recent ISIS-linked terror plot at Gracie Mansion in NYC to the rocket fire raining down on Israel, Oren exposes the common theology and singular goal of the global Islamic extremist network. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Stew rips the mask off Trump's Zionist puppet regime. Over the weekend, more American bodies piled up in Israel's endless Middle East war – a conflict Trump vows won't end until Netanyahu says so. Uncensored.AI founder J.D. Sharp joins Stew to expose how the Talmudic tribe controls churches, banks, Hollywood, media, and all mainstream AI to feed your sons into the war machine for their prophecy.

Our Chief Cross-Asset Strategist Serena Tang discusses how rising oil prices and geopolitical tensions could make stocks and bonds move in the same direction, challenging one of the key principles of portfolio diversification.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's Chief Cross-Asset Strategist. Today: what happens if your main diversification strategy suddenly stops working because of oil price moves? It's Tuesday, March 10th, at 10am in New York. For decades, investors have relied on the idea that stocks and bonds return tend to move in opposite directions. When equities fall, bonds often rise, helping cushion portfolio losses. But that relationship isn't guaranteed. Between 2021 and 2023, coming out of the pandemic, stocks and bonds sold off together, and the traditional 60/40 equity-bond portfolio suffered its worst annual performance in nearly a century. Now, recent geopolitical tensions and rising oil prices are raising a familiar concern for investors: Could that uncertainty dynamic return? At first glance, oil prices may seem like a narrow commodity story. But in reality, they can shape the entire macroeconomic environment. The classic negative correlation between stocks and bonds depends on a fairly simple economic pattern: growth and inflation moving in the same direction. When economic growth accelerates, inflation often rises as well. In that environment, equities may perform well while bonds weaken. But when growth and inflation move in opposite directions, the relationship between stocks and bonds can flip. That's what happened coming out of the pandemic. Bond investors worried about rising inflation, while equity investors were worried about slowing growth. In that scenario, both asset classes' returns declined at the same time.A sustained oil price shock could potentially recreate those conditions. Higher oil prices can push up inflation while also weighing on economic activity – a combination that economists often refer to as stagflation. If markets begin to price in that kind of environment again, the relationship between stocks and bonds could shift back toward that less favorable regime. Despite recent volatility tied to tensions in the Middle East, the relationship between stocks and bonds today still largely reflects the traditional pattern. Overall, stock-bond returns correlation remains negative, meaning bonds can still help diversify equity risk. In fact, correlations between U.S. stocks and 2-year Treasury returns have been trending negative since 2024, and on a longer-term basis they are now extremely negative relative to the past three years. But the key point here is that not all bonds behave the same way. Many investors think of government bonds as a single asset class. But the maturity of the bond – how long it takes to repay – matters a lot for diversification. Shorter-dated bonds, such as 2-year U.S. Treasuries, have maintained stronger negative correlations with equities. Longer-dated bonds, however – particularly the 30-year Treasury – have behaved a bit differently. Their correlation with stocks has been stickier and less negative, partly because markets increasingly view longer-dated bonds as risky. As a result, the difference between how 2-year and 30-year Treasuries move relative to stocks has remained unusually wide for several years. In recent days oil prices have been rising -- linked in part to concerns around the Strait of Hormuz. That's pushing up yields at the front end of the Treasury curve, creating what's known as a bear-flattening. In other words, short-term interest rates are rising faster than long-term ones, reflecting markets placing more emphasis on inflation risks. And that brings us to the key questions for investors: Which risks will dominate from here – is it going to be higher inflation or slower growth? The answer could determine which assets provide better diversifications in the months ahead. So the takeaway is this: Higher oil prices and geopolitical risks could increase the chances that stocks and bonds move together again. But diversification isn't disappearing. It's just becoming more nuanced. For investors, the real question isn't whether bonds diversify portfolios. It's which bonds do. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Why 87 Million Americans Are Ditching Traditional Employment (And How You Can Too) Summary Discover why millions of Americans are quitting their traditional 9-to-5 jobs and transitioning into lucrative side hustles in 2026. In this episode, Tracy Brinkmann dives into the top 8 side hustles open to digital entrepreneurs and online entrepreneurs, highlighting opportunities to make money online with six-figure income potentials. From AI automation services and experience-based consulting to digital products for beginners and specialized tutoring, learn proven marketing strategies and tips for entrepreneurs to build passive income and replace your day job. Tracy breaks down startup costs, realistic earnings, and practical email marketing tips to help you grow your email list and boost sales. Whether you're looking for side hustles for busy parents or innovative digital marketing tactics, this episode equips you with actionable advice and digital product ideas. Subscribe to the AI Escape Plan Newsletter for weekly insights and start your journey toward online entrepreneurship and financial freedom today. Key Timestamps 00:00 Opening  - The 2 AM bank account reality check 00:45 Episode Overview 01:50 The Foundation Shift 02:45 Carter Osborne Case Study 04:05 Side Hustle #1: AI Automation Services - $200/hour with zero coding experience 05:15 Side Hustle #2: Experience-Based Consulting - Package your expertise 06:00 Side Hustle #3: Digital Products - Create once sell forever 07:25 Side Hustle #4: Specialized Tutoring - Steven Menking's $1,000/hour strategy 08:20 Side Hustle #5: User-Generated Content - Kelly Rocklein's 6-figure UGC business 09:05 Side Hustle #6: Skilled Trades - AI-proof income up to $300/hour 10:35 Side Hustle #7: Content Creation & Podcasting - Anonymous income with AI tools 11:15 Side Hustle #8: Remote Healthcare Support - 70% growth opportunity 12:25 The Reality Check - Why most side hustles fail and what 2026 changes 13:30 The Bigger Picture - Death of industrial employment model 15:05 Whiskered Wisdom - Your specific action step for this week Key Insights & Strategies Shared The Economic Reality 95% of workers say income hasn't kept up with cost of living Global gig economy hit $674 billion in 2026 87 million Americans will be freelancing by 2027 (nearly half the workforce) One in four adults already runs a side business The Carter Osborne Blueprint Started tutoring as side hustle in 2017 Quit PR director job by 2024 to earn $220K working 10 hours/week Most income from digital products, not direct tutoring $37 Google Doc made $800 in first week The 8 High-Earning Opportunities 1. AI Automation Services $60-200/hour rates on Upwork/Fiverr Projects range $2,000-15,000 Startup cost: $117/month (ChatGPT Plus + HighLevel) Example: Austin wellness studio paid $400/month for 10-minute ChatGPT bot 2. Experience-Based Consulting $75-150/hour for specialized knowledge Focus on specificity (customer retention specialist vs. business consultant) Mid-to-late career professionals excel with battle-tested solutions 3. Digital Products 90% profit margins after fees E-learning market racing toward $370 billion by 2026 Earnings: $1,000-50,000 monthly depending on niche Sell transformation, not just information 4. Specialized Tutoring Market hit $10.4 billion in 2024, growing 14.5% annually Steven Menking: up to $1,000/hour private tutoring Platforms: iTalki ($30-60/hour), Preply, Wyzant Focus on specialization, not competing on price 5. User-Generated Content Kelly Rocklein: six-figure business while keeping corporate job $200-500 per video through Billo, Insense, #paid Social media management: $50/hour once ROI proven No massive following required 6. Skilled Trades AI-proof income streams Marisa Risden: $4,500/month via TaskRabbit/Thumbtack Independent contractors: up to $300/hour specialized work Recession-resistant demand 7. Content Creation & Podcasting Ginni Saraswati-Cook: $50K monthly, doubled yearly 2026 twist: Anonymous channels using AI tools ElevenLabs (voice), Runway (editing), ChatGPT (scripts) Top podcasters: $30K-100K through multiple streams 8. Remote Healthcare Support 70% year-over-year growth Medical coders: nearly $40/hour average Lower barrier to entry than expected Certification requires organization skills, not medical degree Resources Mentioned AI Automation Platforms ChatGPT Plus ($20/month) HighLevel ($97/month) Zapier (workflow automation) Make.com (no-code automation) Upwork & Fiverr (freelance marketplaces) Digital Product Platforms Teachable (course creation) Thinkific (online courses) Etsy (template marketplace) Shopify (e-commerce store) Gumroad (digital downloads) Tutoring Platforms iTalki (language learning) Preply (conversational practice) Wyzant (academic subjects) UGC & Social Media Billo (UGC platform) Insense (brand collaborations) #paid (influencer marketing) Skilled Trades TaskRabbit (home services) Thumbtack (local services) Content Creation Tools ElevenLabs (AI voice generation) Runway (video editing) ChatGPT (script writing) Action Steps to Take This Week's Specific Action Pick ONE of the eight side hustles and spend 30 minutes researching the first step: AI Automation: Sign up for ChatGPT Plus Consulting: Write down 3 specific problems you've solved in your current job Digital Products: Identify one thing you know that others struggle with Tutoring: Research rates in your expertise area on iTalki or Wyzant UGC: Create sample content and research brand collaboration platforms Skilled Trades: List your practical skills and research local demand Content Creation: Experiment with AI tools for anonymous content Healthcare Support: Research certification requirements in your area Financial Preparation Research quarterly estimated tax requirements for 1099 income Consider forming an LLC if scaling toward full-time Don't let tax considerations stop you from starting Mindset Shifts Required Security comes from diversification, not dependence Focus on solving real problems, not chasing trends Start with proof of concept before major investments Call To Action Ready to stop trading hours for dollars and start building income streams that work around your family schedule? Subscribe to the AI Escape Plan Newsletter - specifically designed for parents ready to break free from the 9-to-5 grind. Each issue delivers practical, AI-powered strategies to start, grow, and streamline side hustles, all designed to protect your family time while boosting your income. Your roadmap to more money, more freedom, and more of what truly matters. Visit: DarkHorseInsider.com   Key Quotes "The side hustle economy isn't a backup plan anymore - it's become the foundation of American work." "People pay for solutions to their problems, and you don't need thousands of subscribers to make money." "There are no prerequisites to starting a successful side hustle." "The side hustle economy is no longer coming. It's here. And it's waiting for you to claim your piece of it."

Avalanche CBO, John Nahas, reveals the roadmap to solve the $100 trillion institutional distribution problem by trading general purpose blockchains for custom L1s. John Nahas, Chief Business Officer of Avalanche, joins Gen C to reveal the roadmap for transforming global finance through custom tailored, sovereign L1 blockchains. John breaks down the industry's much-needed transition away from "one-size-fits-all" technology to solve the $100 trillion distribution problem for institutions like JP Morgan and Citi. He shares the strategy behind Avalanche becoming the invisible backbone for everything from FIFA collections to tokenized equity markets, delivering the institutional rails required to move beyond speculative hype into real world economic value. - Links mentioned from the podcast: John's Twitter Avalanche Website Ava Labs Website New York Times Article: "Crypto is Pointless" - Follow us on Twitter:  ⁠⁠Sam Ewen⁠⁠, ⁠⁠CoinDesk - "Gen C" features host Sam Ewen. Executive produced by Uyen Truong.

On this week's Vogue & Amber: Amber crushes a banana in her bag and causes chaos, Vogue celebrates T finally losing his first tooth, and the sisters spiral into childhood disasters involving fake Zimmer frames, knocked-out teeth, and pretending to need crutches.Plus, Vogue gets a bizarre two-page customer complaint letter from a stranger, there's a heated debate about how often you should actually wash your towels, an AI story completely dupes Vogue, clubbing tales from Berlin, Sister Cards, and a genuinely creepy listener ghost story about a mysterious man in a hat appearing outside kids' bedroom doors.Watch us on Youtube! CLICK HERE! or search Vogue & AmberRemember, if you want to get involved you can:Email us at vogueandamberpod@global.com OR find us on socials @voguewilliams, @ambrerosolero @vogueandamberpodListen and subscribe to Vogue & Amber on Global Player or wherever you get your podcasts.Please review Global's Privacy Policy: https://global.com/legal/privacy-policy/

Numbers 35-36

Israel struck Tehran's oil facilities as Iran named a new supreme leader, the hardline son of the Ayatollah Israel killed on day one, and a senior Israeli military official tells NPR the war needs three more weeks.President Trump reversed course on Kurdish fighters entering Iran, and Iraq's Kurdish deputy prime minister tells NPR in his first interview with western media since the war began that the Kurds will not be part of the fight and are not guns for hire.And the war is strangling the Strait of Hormuz, where hundreds of tankers and container ships are now stranded, raising fears of a global energy crisis.Want more analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Hannah Block, Tina Kraja, James Hider, Mohamad ElBardicy and HJ Mai.It was produced by Ziad Buchh and Ben Abrams.Our director is Christopher Thomas.We get engineering support from Neisha Heinis. Our technical director is Carleigh Strange.(0:00) Introduction(01:55) Iran War Escalates(5:17)  Kurds Stay Out(10:52) Global Shipping CrisisTo manage podcast ad preferences, review the links below:See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Num 11:24-13:33, Mark 14:22-52, Ps 52:1-9, Pr 11:1-3

(0:00) The Besties welcome legendary Harvard professor Graham Allison (1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security (11:44) Iran endgame scenarios: Democracy, extremism, second-order effects (21:07) Israel: Is Netanyahu destroying Israel's democracy? (24:28) China: Taiwan invasion, trade, and Trump's April meeting (39:50) Greenland: Importance, deal scenarios, EU socialism angle (48:58) Nuclear proliferation: 80-80-9 framework explained (56:20) Rising socialism in America: wealth inequality and political risk Thanks to our partner Airwallex! Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. https://airwallex.com/allin Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

-- On the Show -- Maura Healey, Governor of Massachusetts, joins us to discuss Donald Trump's failure to coordinate with governors ahead of military action against Iran and her efforts to limit ICE activity in the state -- Donald Trump faces rising costs, oil shocks, civilian casualties, and the rise of Mojtaba Khamenei as Iran's new supreme leader -- Donald Trump triggers a global market panic as escalating war with Iran sends oil prices surging, shuts down shipping through the Strait of Hormuz -- Donald Trump appears at a dignified transfer ceremony for fallen U.S. service members at Dover Air Force Base while wearing a baseball hat -- Karoline Leavitt refuses to rule out a military draft if the war with Iran expands, while defending higher gas prices and blaming Joe Biden for the affordability crisis -- Donald Trump struggles to answer questions about ground troops, civilian casualties, and the meaning of unconditional surrender as reporters press him about the escalating war with Iran -- Newly released Department of Justice documents from the Jeffrey Epstein investigation summarize FBI interviews with a woman who alleges that Donald Trump sexually assaulted her when she was a minor -- Pete Hegseth warns that more casualties are likely and refuses to rule out U.S. ground troops in Iran while declaring that Iranians who expect to live should be worried -- On the ⁠Bonus Show⁠: Travelers encounter long delays as the DHS shutdown continues, Cory Booker wants to make the first $75k of income tax-free, Alabama is ready to execute someone who didn't kill anyone, and much more...