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Stay informed on current events, visit www.NaturalNews.com - Apology for Previous Day's Broadcast and Introduction to Today's Topics (0:10) - Special Report on Data Center Water Usage (2:08) - Interview with Nima from Dialog Works (5:12) - Practical Tips and Personal Anecdotes (9:14) - Detailed Analysis of Data Center Water Usage (17:28) - Impact of Data Center Water Usage on Local Communities (52:26) - Conclusion and Call to Action (64:41) - Trump's Misguided Views on U.S. Military Power (79:27) - Trump's Blame Game and NATO's Division (86:26) - Economic Damage from U.S. Actions (88:16) - GCC Countries' Vulnerability (90:06) - Trump's Delusional Phase (93:21) - Economic Implications of the West Asia Conflict (96:16) - Qatar's LNG Export Crisis (101:03) - Turkey's Role in NATO and Regional Stability (106:36) - GCC Countries' Future and U.S. Influence (114:26) - China's AI and Power Grid Advantages (116:36) - Trump's Economic and Social Impact (136:26) Watch more independent videos at http://www.brighteon.com/channel/hrreport ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:
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 breaks down the White House's "Promises Made, Promises Kept" push, including a new deal bringing $20 billion in pharmaceutical manufacturing back to US soil and record-high asylum denial rates as immigration courts race to clear a massive backlog. Bryan covers a batch of "Head-Scratcher" stories from Democrat-run states, including Washington inmates convicted of child rape suing for better trans medical care, Virginia's Fairfax County releasing illegal aliens accused of child sex crimes back onto the street, and New York Mayor Zohran Mamdani mourning a convicted murderer's death at Rikers Island while ignoring his victims. He also breaks down House Democrats' furious reaction to a resolution condemning socialism. Plus, Bryan covers President Trump's renewed call for Iranians to rise up against the regime as Tehran fires missiles at Jordan, Kuwait, Iraq, and Bahrain, Spain's Prime Minister blaming Russia and Israel for the Moroccan invasion of Ceuta, a German welfare scam run by Syrian migrant clans, and fresh US and Australian investment in Pacific Island nations to counter China. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: Wright Report, Bryan Dean Wright, Promises Made Promises Kept, pharmaceutical manufacturing, asylum, immigration, Washington State, trans care, Fairfax County, Virginia, Zohran Mamdani, Rikers Island, socialism resolution, Iran, regime change, Jordan, Kuwait, Spain, Ceuta, Germany, Syrian welfare scam, Pacific Islands, China
Our Global Commodities Strategist Martijn Rats explains how tightening supply and shrinking buffers are pushing Brent prices up again, and what that would mean for fuel costs and energy markets.Read more insights from Morgan Stanley.----- Transcript -----Martijn Rats: Welcome to Thoughts on the Market. I'm Martijn Rats, Morgan Stanley's Global Commodities Strategist.Today: why the oil market is tightening, and why we now see Brent reaching $100 per barrel later this year.It's Thursday, September 3rd, at 3pm in London.It has been an extraordinary summer for oil. Brent — the global benchmark price for crude oil and the reference point for most of the world's oil trade — traded above $110 per barrel in mid-May, fell to $71 by early June, climbed back above $100 three weeks later, and then dropped again to around $79 per barrel. More recently, prices have moved higher again. But the question now is whether that is just another temporary swing. Or whether there is a sign that the underlying market has changed.We think it has changed. Supply is tightening, inventories are falling, and some of the buffers that helped absorb earlier disruptions are fading.The clearest evidence is in inventories. Crude oil sitting on the water fell from nearly 1.3 billion barrels in mid-July to 1.1 billion barrels recently. That was a decline of about 190 million barrels. During one four-week stretch, oil-on-water fell at the unusually high rate of 5.3 million barrels a day, the fastest four-week decline since this data series began about eight years ago. Usually, when there is such a large amount of crude oil that is brought on land, it drives up onshore oil inventories. However, not on this occasion. On a global basis, onshore crude oil inventories have fallen by another 38 million barrels over the same period. That means that those offshore barrels arriving were being used straight away rather than put into land-based storage.The biggest supply issue is still the Middle East. Crude flows from the Strait of Hormuz briefly recovered to about 15 million barrels a day after the June Memorandum of Understanding. That was close to the pre-conflict level. More recently, however, they have been running again around about 7 million. Now, Red Sea exports have also fallen sharply, from about 4 - 4.5 million barrels a day in March and April to around about 1.5 million barrels a day at the moment. Therefore, total regional exports are still up from the lows in March and April, but they are sharply down from that late June peak. Another source of support is fading: strategic petroleum reserves. Globally, those releases added around 2.5 million barrels a day to supply in March and April. But that has fallen sharply, and we do not anticipate material further releases from global SPRs after September.Then China is important, too. Its seaborne crude imports are normally around 10 to 11 million barrels a day but briefly fell as low as 5 million barrels a day leaving more oil available elsewhere. Now, China's buying activity still appears low, but at a minimum it has stabilized, and there are tentative signs of an increase. If Chinese imports have stopped falling and possibly go into reverse, they can no longer free up additional barrels for buyers elsewhere, making the global oil market tighter. So why hasn't crude become even more constrained? It's because of refineries. Global refinery outages are running 5 - 6 million barrels a day above normal. Although supply of crude oil is constrained, this means that demand for crude is also reduced. Now, the result of that is that the tightness in the system has instead shown up in refined products rather than in crude. And diesel is the clearest example of this; and the one most likely to be felt throughout the economy, since diesel prices feed straight through into trucking, freight, farming costs, and many other areas. The front-month diesel benchmark in the U.S. was recently around $195 per barrel, versus Brent at $95 per barrel. The difference between the value of a refined product and the crude used to make it is called a crack spread. For diesel, that crack spread reached around $100 per barrel, an all-time high. Over time, that gives refiners a very strong incentive to bring back capacity where they can. If they do, crude demand should rise, whilst inventories are already falling and Middle East supply so far remains constrained. We now expect a full recovery in Middle East supply to take well into 2027. On that path, oil inventories should keep falling throughout the fourth quarter of this year as well as the first quarter of next year. We now forecast Brent to average $100 per barrel in the fourth quarter.Now, for much of this year, the oil market had several shock absorbers: strategic reserves, abundant barrels at sea, and unusually weak Chinese imports all helped. Those cushions are thinner now. That leaves less room for another disruption, just as the road back to normal supply is getting longer. 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.
Amidst rising inflation, ongoing wars in Iran and Israel, and the U.S. national debt climbing to a record $40 trillion, the global bond market is rattled. Mary Childs, host of the talk show podcast Mary in America, author of The Bond King, and former co-host of Planet Money, explains why bond yields are so high right now and what it all means for the global economy, and for your wallet.c/o: Blue Arauz, via Pexels Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
As the long days begin to fade, Markus Schulz shares his ode to Twilight of Summer with the Labor Day 2026 edition of The Long Weekend Mix series. A two-hour journey through the final glow of the season, moving between new discoveries, current favorites and timeless memories. From warm evening atmosphere to deeper nocturnal moods, the journey reflects the places, people, nights and feelings that made the season ours. The Long Weekend Mixes are created around key holiday weekends in the calendar, designed for immersive listening when you have a moment to step away. Music that takes its time, allowing you to get lost in the journey, and a story where meaning matters. You can find all nine Long Weekend Mixes to date in the podcast feed, with the next installment arriving in time for Thanksgiving. Thank you for continuing to be part of the Global DJ Broadcast community week after week. We look forward to our autumn season, with the conclusion of In Search of Sunrise 22, Markus' Eden Ibiza residency, a trip to Amsterdam Dance Event, and the weird and wonderful world of Afterdark all still to come. Tracklist: 01. William Orbit - Starbeam 02. Braxton - Green to Gold 03. Biskuwi - Eilu 04. Markus Schulz - Summer of '99 05. DaBeat - Offspring 06. Miss Melera - Silk 07. PARAFRAME - 3 Worlds 08. Henry Saiz - Dark Times 09. Nicky Elisabeth - Waves 10. Soul Alt Delete - There Was No Goodbye 11. Khen - Inner Growl 12. Mees Salomé - Apart 13. Rinzen - Life as it Is 14. Elias Erium - Raha 15. Deadmau5 - Luxuria (ov) (Tinlicker Remix) 16. JODA - No One Walks Away (PROFF Remix) 17. DJ CØSMIC DREAM - Turtle Beach (Özgür Can Remix) 18. Hobin Rude & N-TCHBL - Shared Silence 19. Sean & Xander - Shimmer of Tides 20. Guy J - Against the Wall 21. Sasha - Hollow Sun 25 22. Dosem - Overgrafik 23. Kamaya Painters - Summerbreeze (Matt Fax In Search of Sunrise Remix) 24. Ferry Corsten & Marsh - Attraction (Ferry's Mix) 25. John 00 Fleming - Planning the Demise 26. Mike EFEX presents Sun Theory - Dream of Lights 27. Phase Difference - Residual Noise 28. The Thrillseekers presents Hydra - Amber (Jerome Isma-Ae Remix) 29. EBENEZER & Sarah de Warren - Colorblind 30. Markus Schulz presents Dakota - Re-Swirl 31. Fahlberg - The Beauty of Absence 32. Maceo Plex - When the Lights Are Out (Late Night Mix)
About this episode: During the recent pandemic, low-income countries struggled to access the COVID-19 vaccine, despite a global framework that had been established for this purpose. In this episode: Tahir Amin, a leader in the access to medicines movement, shares his perspective on what failed during the pandemic and how this experience reflects larger challenges in the availability and affordability of critical medications. Guest: Tahir Amin, DPLP, is a founder and CEO of the Initiative for Medicines, Access & Knowledge (I-MAK), a nonprofit organization working to address the inequities in how medicines are developed and distributed. Host: Dr. Josh Sharfstein is distinguished professor of the practice in Health Policy and Management, a pediatrician, and former secretary of Maryland's Health Department. Show links and related content: Pharma Monopoly: The Battle for the Future of Medicines—Polity Books (book) Americans' Challenges with Health Care Costs—KFF Patently imperfect—Science Could Patent Reform Lower Drug Prices?—Public Health On Call (March 2023) Transcript information: Looking for episode transcripts? Open our podcast on the Apple Podcasts app (desktop or mobile) or the Spotify mobile app to access an auto-generated transcript of any episode. Closed captioning is also available for every episode on our YouTube channel. Contact us: Have a question about something you heard? Looking for a transcript? Want to suggest a topic or guest? Contact us via email or visit our website. Follow us: @PublicHealthPod on Bluesky @PublicHealthPod on Instagram @JohnsHopkinsSPH on Facebook @PublicHealthOnCall on YouTube Here's our RSS feed Note: These podcasts are a conversation between the participants, and do not represent the position of Johns Hopkins University.
Overland Journal Podcast host Ashley Giordano interviews Jess and Dave of Global Traces from Lake Issyk-Kul, Kyrgyzstan, about five years of overlanding in their MAN HX60 expedition truck with their dog Otis and five-and-a-half-year-old daughter Isla. They explain why they chose a truck for long-term autonomy and comfort, how they bought an ex-British military HX60 cheaply with low kilometers, and how they designed and project-managed a split build to prioritize space, headroom, a raising/lowering bed, and essentials like a washing machine. They discuss tradeoffs of size and weight, common questions about cost, fuel (about 28–30 L/100 km), and toilets, plus how they afford travel through savings and Dave’s photography work. They share lessons and community support from multiple recoveries, including a major winch rescue in Tajikistan, and outline revised plans after Mongolia border restrictions for animals. Global Traces: Instagram | Facebook | YouTube | Photopositive New to Overland Journal and want to grab a subscription! Visit Overland Journal and enter code: overlandpodcast at checkout for 20% off. We thank you for being a subscriber. Tune in Apple Podcasts | Spotify | YouTubeSee omnystudio.com/listener for privacy information.
In this episode: Is this the worst episode we've ever done? We acknowledged it, and then carried on anyway. It's the last one before Vogue's off to have the baby, and it's a beautiful mess. We've recorded a million episodes this week and we've fully run out of steam.Plus, Amber gets an eye clinic apology, Vogue makes the huge decision of blue versus red Cool Pops before 11am, a truly hideous goujon based confession from Amber, Vogue's solo date plans with the kids pre baby, the Type A woman of our DREAMS and a WLW IVF dilemma.Vogue & Amber is a Global production, available every Tuesday and Thursday on Global Player, YouTube or wherever you get your shows. Make sure you subscribe so you never miss an episode.Watch us on YouTube! CLICK HERE! or search Vogue & AmberRemember, if you want to get involved you can:Whatsapp us: 07879809710Email us at vogueandamberpod@global.com OR find us on socials @voguewilliams, @ambrerosolero @vogueandamberpod
On this week's Totally Extra: We're buzzing because it's one month til Troxy! Please get your shoutouts in for the big day, we can't wait to see you!Plus, Evil Edna is born, Lu's inclination to pity shag, pickle flavour sparkling water, the most excellent noises, discovering Only Farmers, and an HR worker sent a disciplinary letter to the wrong person and said nothing.It's time to get TOTALLY EXTRA. Extra chat, extra rants, extra bants, extra stories, nonsense and more.LuAnna: The Podcast is a Global production, available every Monday and Thursday on Global Player, YouTube or wherever you get your shows. Make sure you subscribe so you never miss an episode.Remember, if you want to get in touch you can:Email us at luanna@everythingluanna.com OR drop us a WhatsApp on our NEW NUMBER: 07521564640Please review Global's Privacy Policy: https://global.com/legal/privacy-policy/
Depois da corrida por chips, a nova disputa da infraestrutura de IA no país é por energia, conexão e terreno.Neste episódio do Growthaholics, o Victor Arnaud, Presidente da Equinix no Brasil, fala sobre Data centers e infraestrutura de IA no Brasil.PARTICIPE DO ACE SUMMITNo dia 16 de novembro o ACE Summit reúne mais de 2.500 empreendedores, investidores e líderes corporativos em São Paulo. São 10 horas de conteúdo, 35+ speakers e uma programação com matchmaking estruturado e office hours com investidores. Você sai do ACE Summit com decisões e negócios fechados.GARANTA SEU INGRESSO: acesummit.com.br Nos siga nas redes sociais: Pedro WaengertnerACE VenturesEXAME
Ryan and Emily discuss Iran hitting U.S. bases as Trump ramps up threats, global bond market chaos, resistance Dem humiliated by Ed Markey. Karishma Manzur: https://www.karishmaforsenate.com/ To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: www.breakingpoints.com Merch Store: https://shop.breakingpoints.com/ See omnystudio.com/listener for privacy information.
A.M. Edition for Sept. 2. Bonds are selling off again with investors left unimpressed by Treasury Secretary Scott Bessent's seeming indifference to the recent rise in yields. Economics editor Paul Hannon and WSJ reporter Chelsey Dulaney explain how the bond rout is impacting markets, consumers and businesses and what it will take to calm investors. Plus, Open AI restricts its latest AI model, rating it a 'critical' cyber risk. And Google tries to challenge the frontrunners in agentic coding. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
1916 BULGARIA REFUGEESGlobal Chaos Drives Rise of NationalismGregory Copley outlines how global actors leverage chaos to achieve strategic goals, noting China's aggressive attempts to disrupt the Pacific Islands Forum in Palau due to Taiwan's participation. Beijing's hostile diplomacy also targets Eswatini, Africa's sole state recognizing Taiwan, to strip Taiwan of international support. Copley notes that energy security is governed by transportation bottlenecks, highlighting the strategic importance of Cuban cobalt for future energy storage. Finally, he explains how uncontrolled migration and Russian hybrid operations drive resurgent European nationalism, prompting a breakdown of supranational systems like the European Union. He also touches on British royal dynamics. (5)
Stay informed on current events, visit www.NaturalNews.com - Algae Alliance: Introduction and Overview (0:10) - Chlorella: Nucleic Acid Superfood (3:35) - Chlorella Growth Factor and DNA Repair (8:16) - Spirulina: Radiation Shield and Antioxidant Properties (14:33) - Chernobyl Study and Radiation Protection (26:46) - Chlorella vs. Spirulina: Synergy in DNA Repair (29:14) - Practical Protocols and Dosage (37:12) - Sources and Quality of Chlorella and Spirulina (42:04) - Historical Context and Evolutionary Importance (48:44) - Conclusion and Call to Action (57:39) - Inspection of the Elise 900 Skid Steer (58:01) - Future of Construction Equipment (58:19) - Introduction of Steve Quayle and World War III (58:42) - US Military and Global Political Situation (59:03) - AI and Data Centers (59:22) - Nuclear War Scenario (119:55) - Luciferian Elite and Human Extinction (126:16) Watch more independent videos at http://www.brighteon.com/channel/hrreport ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:
#924: Some labor groups are standing up to the data center backlash, saying it could jeopardize thousands of jobs. Global bond selloff puts a squeeze on borrowers around the world. GoPro just got bought out after years of decline. Dyson launches a $500 toothbrush that squirts at you. Finally, would you buy a MrBeast book? Learn more at https://go.amex/morningbrew If you're in NYC, come to our run club on 9/16: https://www.morningbrew.com/runclub Come to our trivia night! https://mbdtrivianight-september2026.splashthat.com/ Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's Headlines: The US launched strikes in the Strait of Hormuz for the second day in a row without saying what they were targeting, two more oil tankers got attacked, and JD Vance's Yale buddy Dan Driscoll quit as Army Secretary after Hegseth got paranoid about their friendship and blocked Driscoll's plans to modernize the Army for drone warfare — so the guy who wanted to prepare for the future of war got pushed out by the guy who built himself a salon at the Pentagon. On the financial beat, Global bond markets are selling off, US interest rates just hit a 20-year high, and what that means for you personally is that your credit card, mortgage, and car loan just got more expensive — thanks in part to the Iran war, oil prices, and everyone powerful being addicted to borrowing money. In other disturbing news, the Supreme Court ruled 5-4 that Trump can keep building his ballroom-bunker, with Roberts writing in his dissent that it's probably illegal but the lawsuit didn't have standing. A USPS whistleblower came forward saying the Post Office defied court orders while building Trump's mail ballot system, the voter list portal states need to use doesn't exist yet, and tens of thousands of ballots could get rejected as a result — Democrats responded with a strongly worded letter to the Post Office, yep, the Post Office. In things we can no longer safely ingest news, Horizon Organic chocolate milk was recalled across Walmart, Target, and Whole Foods for early spoilage, which is annoying but at least it's not glass. And finally, Republicans invented a "midterm convention" in Dallas where a photo with Trump costs $88,000 and a photo with JD Vance costs $35,000. Resources/Articles mentioned: Axios: Why Army Secretary Dan Driscoll resigned NYT: Bond Sell-Off Threatens to Squeeze Borrowers Around the World WSJ: Trump Says Communities That Oppose Data Centers Risk Becoming ‘Backwards and Poor' Axios: Supreme Court allows Trump's ballroom construction to proceed Axios: USPS whistleblower warns new ballot system could fail USA Today: Nearly 54K cases of chocolate milk recalled. See affected products WSJ: An $88,600 Photo With Trump: GOP Hopes to Raise Millions During Convention Subscribe to the Betches News Room and join the Morning Announcements group chat. Go to: betchesnews.substack.com Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices
Midterm elections, backlash against data centers and a U.S.-China summit. Michael Zezas and Ariana Salvatore discuss themes that could test investor confidence in the coming months.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Deputy Global Head of Research for Morgan Stanley.Ariana Salvatore: And I'm Ariana Salvatore, Head of Public Policy Research.Michael Zezas: Today, we'll look ahead to public policy catalysts that matter for investors this fall.It's Wednesday, September 2nd at 10:30am in New York.Okay, Ariana, there's a few days left in the summer, and investors are already starting to think about what's going to happen this fall. And there's a pretty heavy calendar; everything from midterm elections to some pretty important diplomatic dates. High level, what do you think people need to focus on?Ariana Salvatore: So, I'll start with probably the most consequential catalyst of the list that you mentioned, and that's the midterm elections. Obviously, not until November 3rd, but the debate is going to start to emerge over the coming weeks – in terms of if Democrats were to win just one chamber versus both chambers; if Republicans were to keep control; what could that mean for markets? And what are the durable policy themes?I think in this context, the biggest debate far and away is on data center pushback. And this has transitioned from more of a macro thematic. So, investors trying to understand the potential implications for the CapEx build-out, to more of a micro really granular question, right? Which races are the ones that we need to watch? Where are there states or jurisdictions that projects that are pending could be possibly called into question?And that's, sort of, the continuous debate that I've had recently with investors, trying to pinpoint it more precisely to figure out where exactly the build-up could be impacted.Michael Zezas: So, I hear from investors this general concern that the midterm elections will reveal that it's become a consensus preference amongst American voters and members of both parties to slow down on data center spending. Or perhaps even stop it or something more severe like that.What type of midterm election outcome would point to that as a possibility?Ariana Salvatore: Well, I would start by saying the politics here are scrambled in the sense that there's no clear fault lines when it comes to Democrats or Republicans around data center opposition, right? We are seeing some pretty notable pivots even from lawmakers that in the past were supportive of data centers. So that's why I think we have to zoom into these really specific races.And there I would say there's some governorships that matter actually more than some of the Senate races; because remember, governors also in certain states can appoint public utility commissioners. And in places like Texas, that actually could be a really consequential outcome for the 2026 midterm elections, more so than who ends up sitting in Congress on a very federal level.Michael Zezas: Okay. And so, would you say it's fair then that folks running for office who are challenging incumbents in both parties, who are expressing a desire for more regulation on data centers, that it kind of cuts across both parties? So, this is more about folks challenging incumbents than it is about one party or the other having a specific view on AI and the AI industrial build-out via data centers?Ariana Salvatore: That's right. It's hard to sort into these really generic party umbrellas, and there are a few nuances under the surface. If you look at something like Ohio. The governor's race there, both the Republican and Democrat candidates are proposing a conditional build-out, basically. So, if certain projects meet criteria, they're going to be allowed to proceed.In other races, like in Texas and Pennsylvania governorships, you're seeing the opponents basically propose a more restrictive form of the pause or directive that's already in place. So, I would say it's not very clean in terms of Democrat or Republican-led. And that just gives us conviction that this is going to persist and remain an issue even after November. Even though the federal policy incentives we don't think are likely going to change.Michael Zezas: So, we could see investors taking a signal about the AI data center build-out from an outcome where incumbents don't do particularly well.Now, I know we're still doing work on this, but what's the current thinking about – even if we were to see a result like that, how much should investors be concerned that the expectations around spending on data centers might not be realized because of new policy, other regulatory changes that would come as a result of the midterms?Ariana Salvatore: So, I would say overall, we are still very constructive on AI CapEx, right? So, our internet team is still forecasting over a trillion dollars of spending for the hyperscalers next year, and there are a few reasons for that, one of which has to do with this AI sovereignty theme that we've been writing about.So, this notion that governments are increasingly wanting to control their own stack and their own AI capabilities, so that's driving a bit of the spend. On the other hand, we are starting to see mitigation measures from some of these companies to appease some of that local community backlash. And there we don't see a one-size-fits-all approach.We see very tailored solutions depending on what the source of the pushback is. Just to give a few examples. When you have communities that care about electricity price increases, for example, many hyperscalers have signed on to the Ratepayer Protection Pledge. When you have communities that care about the environmental impact, you've got companies like Google who said they want to put forward a regulatory framework for water usage; Amazon also disclosing their water usage in data centers.And so, like I said, there's not really a uniformity to these responses, but enough that we think will mitigate the concern and still leaves us constructive on the overall build-out.Michael Zezas: Right. And you actually bring up a really interesting point on the idea of AI sovereignty. Some of the kind of similar concerns that are driving voter anxiety around the build-out of AI, might also reinforce some of the spending that has to happen there. To the extent that voters and policymakers are concerned that AI should be controlled and aligned with American values would require some spending to make sure that there's sufficient supply chains and other variables in play that the U.S. is in control of.Is that fair?Ariana Salvatore: That's right. That's one of the clear policy consequences we see from this shift in sovereign AI and governments seeking that control. The other one is, of course, the potential for further tech restrictions and divergence between the U.S. and China on AI specifically.Michael Zezas: So, on the topic of China and the U.S., one date that you point out here is September 24th, a date when the U.S. and China are going to be meeting again. What's on the table for discussion? What do investors need to know? Obviously, there have been concerns over the past year about the level of tariffs and trade tensions between the two.Is there anything here that we need to pay specific attention to?Ariana Salvatore: So, we think the overarching goal for both sides is to maintain this managed stability that was established in the May summit too. At that point, the clear deliverables were around trade, right? So agricultural purchases, Boeing purchases, et cetera.We think there's likely some small incremental change to those deliverables, in particular when it comes to AI dialogue. But notably, we think there's potential for escalation into that summit, again, within the bounds of what we call tactical escalation. But we do think that there's plenty of room for more policy escalation between both the U.S. and China in line with some recent action that we've seen over the past few weeks.Michael Zezas: Got it. And there's also a couple of important considerations around fiscal policy, funding, the National Defense Authorization Act (NDAA). Can you talk us through that a bit?Ariana Salvatore: Yeah, so fiscal's been in the headlines recently as well, just given the Treasury buybacks and crossing that $40 trillion threshold. And I think in that context, it sort of puts a renewed spotlight on government funding.There we see a potential latent risk of another shutdown come December, right? So, we saw a continuing resolution pass both the House and the Senate and sort of punt that debate until after the elections.And then the NDAA is the annual bill that funds the Pentagon. It has to be done in December on a bipartisan basis. So, the elections have the potential to shift the incentive structure for some lawmakers, and we could see these, kind of, re-emerge as really big debates towards the end of the year.Michael Zezas: Now, interestingly enough, we've got a bunch of catalysts to pay attention to: midterms, the potential for data center pushback as a consequence of it, a U.S.-China summit, which we think is going to result in the continuation of managed stability, and fiscal catalysts where, you know, the debt and the deficit have been in scope and concern, particularly for equity investors. All of that is happening against a backdrop where the historical norm going into midterm elections – is one where the equity market tends to struggle a bit. Is that fair?Ariana Salvatore: Yeah. So, we tend to see a little bit of negative seasonality into the midterm elections, and our equity strategy team has pointed out the potential for a knee-jerk reaction if you were to see Democratic outperformance in November. We think that's not likely to be durable. We think it's more so the case that investors are going to pull forward the anticipation of Democrats doing well in the 2028 presidential election.We don't think that's going to be a long-lasting theme in the market, but it's typically in line with what we see during elections.Michael Zezas: So, this idea that there are going to be seasonal challenges to the equity market is important to take on board, particularly when there are a lot of policy narratives which in the investor's mind could reinforce the price action that comes with weak seasonality.But our view is that you need to keep your eye on the secular trends here underpinning economic growth, including the AI build-out, which we think at the moment is going to be less sensitive to some of these policy outcomes than it might seem – given strong campaign rhetoric around restricting data centers.Is that a fair statement?Ariana Salvatore: Yes, that's right.Michael Zezas: Great. Well, Ariana, thanks for taking the time to talk.Ariana Salvatore: Pleasure speaking with you, Mike.Michael Zezas: And thanks for listening. Ariana, what should our audience do next?Ariana Salvatore: If you enjoyed the podcast, leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
On a cold Saturday night in January 2007, 21-year-old Channon Christian and her boyfriend, 23-year-old Christopher Newsom, set out for a party. They never arrived. By the following afternoon, two families were desperately searching Knoxville, unaware that their children had crossed paths with a group of strangers whose actions would leave behind one of the most disturbing crime scenes Tennessee had ever witnessed. This is not simply a story about extraordinary cruelty. It is also the story of two deeply loved young people, the families who refused to stop fighting for them, and a pursuit of justice that would take more than a decade to complete. Join Cam and Jen of Our True Crime Podcast as we discuss ‘Knoxville Nightmare: Channon Christian and Christopher Newsom.' Listener discretion by @octoberpodVHS All music by our executive editors @theinkypawprint Sources: https://web.archive.org/web/20070522111056/http://www.knoxnews.com/kns/local_news/article/0%2C1406%2CKNS_347_5277265%2C00.html http://www.wrcbtv.com/story/37878832/fifth-person-charged-in-gruesome-2007-murders-of-young-knoxville-couple https://web.archive.org/web/20070522111056/http://www.knoxnews.com/kns/local_news/article/0%2C1406%2CKNS_347_5277265%2C00.html http://web.knoxnews.com/pdf/0202body_presentment.pdf https://www.knoxnews.com/story/news/crime/2018/04/04/christian-newsom-torture-slayings/485812002/ http://www.snopes.com/politics/crime/newsom.asp https://web.archive.org/web/20210201085000/https://apps.tn.gov/foil-app/details.jsp http://archive.knoxnews.com/news/local/transcript-davidson-says-he-told-christian-he-would-make-sure-she-got-out-ep-409812679-359308971.html https://www.wbir.com/article/news/local/10-years-later-remembering-christian-newsom/51-381967577 https://web.archive.org/web/20210423085932/https://casetext.com/case/us-v-boyd-6 http://www.wrcbtv.com/story/37878832/fifth-person-charged-in-gruesome-2007-murders-of-young-knoxville-couple https://web.archive.org/web/20120526114132/http://www.wate.com/story/18618771/tennessee-supreme-court-overturns-new-trial-rulings-in-christian-newsom-murders http://archive.knoxnews.com/news/local/judge-sentences-vanessa-coleman-to-35-years-ep-358988293-356193051.html/ https://web.archive.org/web/20130607191130/http://www.knoxnews.com/news/2013/jun/04/judges-order-ensures-george-thomas-will-die-in https://web.archive.org/web/20070605040843/http://www.crimelibrary.com/news/original/0507/0301_channon_christian.html https://web.archive.org/web/20160116071346/http://jacksonville.com/apnews/stories/051707/D8P6ED601.shtml https://www.nbcnews.com/id/wbna16599622 https://web.archive.org/web/20101117170807/http://www.wate.com/Global/story.asp?S=11412794 http://archive.knoxnews.com/news/local/lemaricus-davidson-gets-80-more-years-in-torture-slaying-case-ep-408272924-358681941.html https://www.oakridger.com/article/20090825/NEWS/308259998 https://web.archive.org/web/20100909110136/http://www.knoxnews.com/news/2009/aug/26/torture-slayings-trial-day-9-jury-weighs-life-deat https://archive.knoxnews.com/news/local/the-verdicts-in-the-george-thomas-trial-ep-409259416-359047901.html/ https://web.archive.org/web/20101117170809/http://www.wate.com/Global/story.asp?S=11646588 https://web.archive.org/web/20101003193339/http://www.knoxnews.com/news/2010/jul/30/coleman-gets-35-years-judge-rejects-innocent-defen https://web.archive.org/web/20220428212455/https://casetext.com/case/us-v-boyd-2 https://www.13wmaz.com/article/news/local/boyd-trial/judge-cannot-rule-on-george-thomas-sentence-deal-until-scope-of-agreement-determined/51-df8fa369-639b-4a5a-a279-cc9394b94ffe https://web.archive.org/web/20220609144811/https://www.kvue.com/article/news/crime/list-heres-what-eric-boyd-was-found-guilty-of-in-deaths-of-channon-christian-chris-newsom/51-b089fe1e-94a1-4e46-af85-1751efff1eaa State v. Lemaricus Devall Davidson, Tennessee Supreme Court, 2016. State v. Letalvis Darnell Cobbins, Tennessee Court of Criminal Appeals, 2014. State v. George Geovonni Thomas, Tennessee Court of Criminal Appeals, 2015. State v. Vanessa Coleman, Tennessee Court of Criminal Appeals, 2014. State v. Eric Boyd, Tennessee Court of Criminal Appeals, 2021. United States v. Eric Boyd, United States Court of Appeals for the Sixth Circuit, 2011. Tennessee General Assembly, Public Chapter 694, the Chris Newsom Act. Tennessee General Assembly, Public Chapter 713, the Channon Christian Act. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our guest today is Jonathan Alpeyrie, a photojournalist who has spent over two decades embedded in conflict zones across the world. In 2013 he was kidnapped and held captive for 81 days by Syrian rebels. His latest book, Drug Wars: Supply and Demand, is an unflinching look at the global drug trade. Change Agents is an IRONCLAD Original. Chapters (00:00:00) Cold open / Intro / Guest bio(00:07:42) The Syria kidnapping - Capture, Captivity, Ransom, Escape(00:16:10) Bouncing back and pivoting to drug trade coverage(00:20:55) Cartels vs. European gangs, and their growing alliances(00:24:56) Europe's weak law enforcement and no-go zones(00:29:19) Immigration, demographics, and EU sovereignty(00:35:11) Cocaine's resurgence in Europe(00:42:01) Africa's role in the global drug trade(00:43:18) War, humanity, and closing advice Sponsors: Firecracker Farm Use code IRONCLAD to get 15% off your first order at https://firecracker.farm/ Marek Health: Visit https://marekhealth.com/ and use code IRONCLAD to receive 10% off The Uprising: From the director of JASON BOURNE, Paul Greengrass brings you THE UPRISING. Andrew Garfield stars as the leader of a ferocious rebellion against the tyranny of King Richard II. Set against the true events of the Uprising that helped inspire the legend of Robin Hood, he forms an army of the people to face the King's might in a fight for justice. Only in theaters September 10. Get tickets. Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/change-agents-with-andy-stumpf/id1677415740 Subscribe on Spotify: https://open.spotify.com/show/3SKmtN55V2AGbzHDo34DHI?si=5aefbba9abc844ed Learn more about your ad choices. Visit megaphone.fm/adchoices
The Tenpenny Files – Dr. J.B. Hixson examines how artificial intelligence, surveillance networks, religious pluralism and emerging technologies may fit biblical prophecy and future global control. He warns that Christians should recognize rapidly developing systems, remain spiritually prepared and resist fear as cultural and technological changes accelerate worldwide today...
Today we talk gold's false start and the housing market fall as we focus on growing risks and uncertainty in the markets. The Fed takes a more hawkish stance on inflation, signaling that interest rates could stay higher for longer while offering little guidance on future policy. We cover the impact of the recent U.S.-Canada tariffs, rising Treasury yields, the $40 trillion national debt, housing-market weakness, rising foreclosures, and the potential risks facing commercial real estate and regional banks. We also examine the current going ons of gold, silver, and Bitcoin as recent gains could be a false start. As always, emphasize caution, diversification, and maintain a long-term perspective rather than reacting to short-term market moves. We discuss... The Fed's hawkish stance on inflation is raising expectations for higher interest rates and a longer period of restrictive monetary policy. The escalating U.S.-Canada tariff dispute is creating additional economic uncertainty and increasing concerns about inflation and slower growth. Treasury yields and government debt remain major concerns as the U.S. national debt surpasses $40 trillion and interest costs continue to climb. The housing market is showing signs of weakness, including elevated inventory, declining new-home sales, rising foreclosures, and worsening affordability. Higher mortgage rates and insurance costs are making it increasingly difficult for homeowners to access liquidity from their real estate holdings. Commercial real estate faces significant refinancing risks as more than $1 trillion in debt is scheduled to mature while borrowing costs remain elevated. Weakening employment data and downward revisions to job growth suggest the labor market may be slowing more than headline figures indicate. Gold, silver, and Bitcoin have performed strongly recently, but the hosts believe investors should remain cautious about chasing the rally. Historical data shows that midterm election years have frequently experienced significant market drawdowns after August. Market timing requires making two decisions, when to sell and when to buy back, and both are difficult to get right. Global markets have produced widely different returns, reinforcing the potential benefits of looking beyond the S&P 500 for diversification. Hot money has been rotating between Bitcoin, precious metals, industrials, energy, and semiconductors throughout the year rather than staying concentrated in one asset. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/golds-false-start-847
Plus: Open AI restricts its latest AI model, rating it a 'critical' cyber risk. And Google tries to challenge the frontrunners in agentic coding. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Global retail leaders are adjusting their strategic playbooks as practical AI integration, localized omnichannel operations, and customer retention redefine competitive growth across worldwide markets. On this special edition of Global Lens, Jill Dvorak (NRF) and Annabelle Serres (NRF Europe) sit down with host and Senior Retail Analyst Lavina Suthenthiran to unpack how overarching industry strategies translate into practical solutions on the ground at NRF 2026: Retail's Big Show Europe. AI is an Efficiency Enabler, Not a Full Replacement: - Brands are steering clear of full-scale AI handoffs or replacing core infrastructure. Instead, forward-thinking teams are layering AI directly over tedious operational functions like budget scenario planning, inventory forecasting, and product and pricing research to clear immediate operational slowdowns. Regional Market Divergence and Localization Strategy: - Digital commerce tools fail when copied verbatim across regions. Effective strategies adapt directly to local realities, whether that means capitalizing on live video commerce and dense quick-delivery networks in Asian markets, or navigating complex cross-border licensing regulations, fragmented payment systems, and strict compliance standards throughout Europe. Prioritizing Brand Loyalty and Customer Retention: - Generative search and agentic discovery engines risk turning unbranded product searches into pure commodities. Capturing mindshare and maintaining active direct-to-consumer relationships are no longer just a marketing metric. It is the single most critical defense against having your catalog filtered out by third-party search tools. Listen to the full episode above for expert takes on navigating global market shifts, putting impactful technology to work, and maximizing your experience on the show floor in Paris.
Much like the Cold War of the 20th century, America today is in a battle for its ideals, and the stakes are only growing higher. We are living in a country who has forgotten its own history, leaving young and old Americans alike vulnerable to the influences of Marxism, socialism, and communism. Much like Stephen's experience living along the Berlin Wall in the 1970s, we are looking down a dividing wall between freedom and tyranny in our own country, and if we refuse to fight for our precious America, we may lose her altogether.Connect with Stephen:Website: https://stephenmansfield.tv/Instagram: https://instagram.com/mansfieldwrites/X: https://twitter.com/MansfieldWrites
EU climate prediction expert Samantha Burgess on Euro stress and double-warming. Global fire news. WeatherWest Daniel Swain on new hot nights. Night firefighting. Burned towns. Global food outlook. New music. Welcome back.
Global warming likely to reach 1.8°C above pre-industrial levelsFloods on the Nepal-Tibet border leave 2.2 million tonnes of debrisExperts urge US to end strikes on alleged drug boats
Global bond yields climb as investors weigh fiscal concerns, sticky inflation and higher energy prices. Plus, AI demand drives a massive Dell server beat as markets look to Broadcom and signs of a software rebound. Later, Venezuela's oil ambitions face a long road as renewed Middle East conflict keeps pressure on global supplies and commodity prices. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Global bond yields just climbed to their highest level since 2008, with Japan's 10-year notes touching 3% for the first time since 1996, as traders price in a near seventy percent chance of a Fed rate hike this month. Jackson Mikalic, Michael Tanguma, Liam Nelson, and Brian Cubellis put four stories on the clock: the global bond selloff and a central banking system with no good options left, European Commission President Ursula von der Leyen's push to redirect ten trillion euros of household savings into EU companies, a Wall Street Journal piece on Americans melting down family heirlooms for cash, and South Korea giving its entire population free, unlimited access to AI. Where's the signal, and where's the noise?---
In this episode, Dr. Bernhisel discusses two articles on global ophthalmology. Tune in to learn about Dissemination and Implementation Science and why innovative advancements don't typically translate to improved patient outcomes. One of the articles is an opinion piece on overcoming the “last-mile translational gap” in ophthalmology care globally. The other is a successful example where a Smart phone app enhanced follow up after failed school screening in Kenya. As much as imaging and AI help us dream big in ophthalmology, these articles remind us that we need to be mindful of patient behavior, reach, adoption, fidelity, and sustainability. Subscribe to the podcast: https://MayoClinicOphthalmology.podbean.com Follow and reach out to us on X and IG: @mayocliniceye
China and Egypt, two ancient civilizations, share deep cultural and historical roots. Today, a new generation is building on that foundation through culture, business, trade, and technology. Round Table's Yushan sat down with CGTN reporter Mèrna Al Nasser and Egyptian PhD student Sherif Abdelsamie. They share what it's like to live between these worlds, the unexpected ties they have uncovered, and the energy that sparks when ancient traditions meet a rapidly changing era.
What does it mean to bear God's name?Explore Exodus and discover how God's people are called to reflect His character—especially through His fierce care for the orphan, widow, and immigrant.We'll rethink Old Testament law, the true meaning of freedom, and the church's mission in today's world. And we'll see the two paths to influence: worldly power or self-giving love.Jesus chose the way of love, sacrifice, and service. What might that look like for us today?CGN Network MeetingsCGN Leadership Conference | June 27-30-2027 | San Diego, CA
Global bond yields are climbing again, and the impact is showing up in mortgages, government borrowing costs, stock valuations, and the Fed's next policy decision.Chuck Zodda and Marc Fandetti discuss why rising long term rates matter for everyday borrowers, how higher Treasury yields can affect mortgages and asset prices, and why wars in the Middle East and Ukraine are complicating the Fed's inflation fight. They also break down the case for and against a September rate hike, what upcoming CPI and jobs data could mean for Kevin Warsh, and Todd Lutsky's explanation of how IRA beneficiary designations fit into an estate plan.
Mamane, dans le Préau et le Sud global, on ne connaît pas de vacances ! ...
A global methanol producer which has employed locals in Taranaki for 40 years is ceasing operations. Production will end from February because there is not enough gas available to fuel its operation, and there's no pathway to a meaningful new supply. Resources Minister Shane Jones spoke to Melissa Chan-Green.
Scott Zuchorski and Monsur Hussain follow the money, exploring how insurers, pension funds, sovereign wealth funds, and family offices are financing infrastructure, and why credit ratings are the connective tissue driving global capital flows.
One asset, three routes to capital. In part one, Scott Zuchorski and Monsur Hussain unpack Fitch's latest report on how corporate, project, and structured finance are converging to meet a US$106 trillion global infrastructure need by 2040 and beyond.
De finansielle markeder er kommet skidt fra start i september. Inflation, højere renter og flere bomber i Mellemøsten presser stemningen og sender markederne ned. Så hvor gemmer de gode investeringsmuligheder sig lige nu? Det bliver Millionærklubben klogere på i dag, hvor vi skal høre om tre af de nyeste aktiekøb som Nordea-forvalter Victor Fabricius har gjort i sin modelportefølje Global 30. Derudover kigger vi frem mod ugens største regnskab fra Broadcom og vender bevægelserne i dagens åbning. Med i studiet er Victor Fabricius fra Nordea og aktiechef i HC Andersen Capital Michael Friis Jørgensen. Vært: Adam GeilSee omnystudio.com/listener for privacy information.
Today's top stories, with context, in just 15 minutes.On today's podcast:1) Fighting between the US and Iran over control of the Strait of Hormuz escalated, with Tehran accusing American forces of bombing a residential area in a wave of overnight strikes.The US military carried out its second round of attacks in three days, which US Central Command said targeted radar systems and mine-laying capabilities along Iran’s southern coast. This prompted the Islamic Republic to retaliate with drone and missile volleys on US bases across the Middle East, in line with tactics used throughout the six-month war.2) Three Massachusetts Democrats with more than 110 years of service in Congress between them held off much younger challengers in Tuesday’s primaries.Sen. Ed Markey, an outspoken progressive, trounced Rep. Seth Moulton, a more moderate candidate, by 65%-35% in nearly complete returns. Moulton, 47, ran an anti-establishment and generational-change campaign that tried to make the case that Markey, 80, shouldn’t be given another six-year Senate term he would finish at age 86. Markey said he was as invigorated as ever to stand up to the Trump administration.3) The selloff sweeping global bond markets looks painful, but it’s nothing compared with the rout four years ago, when soaring inflation forced central banks into a series of rapid-fire interest-rate hikes.The difference is scale. While the latest pullback has driven yields to multi-year highs in the world’s biggest markets, the move is just a fraction of the one seen in late 2022. Global government bond yields have risen 17 basis points on a rolling 20-day cumulative basis, compared with 62 basis points back then, data compiled by Bloomberg show. On a peak-to-trough basis, bonds have lost 4.2% this year — a far cry from the 23% plunge seen in 2022.See omnystudio.com/listener for privacy information.
The global bond rout deepens as fears over fiscal deficits and rising inflation fuel a multi-decade high in government borrowing costs. US Treasury Secretary Scott Bessent, however, is not concerned. Oil prices continue to climb as the U.S. ramps up strikes on Iran, while Tehran retaliates with attacks on Gulf States. Volkswagen's leadership will propose ending production at four German factories from 2031 at a meeting later this week. Speaking to CNBC, chief negotiator of the IG Metall workers union accuses the carmaker of going back on past agreements. In his first appearance at the House of Commons as the U.K. Prime Minister, Andy Burnham names Margaret Thatcher and Brexit as key reasons for the country's stagnant growth.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
US Central Command said forces successfully completed a wave of strikes against Iranian military targets on September 1st.IRGC said it targeted US bases in Iraq, with missiles and drones. Iran's army also launched drone attacks on the US base in Bahrain while the IRGC added that two tankers were blown up after striking mines in the Strait.Global equities continue to pull back, with NQ futures falling below 29k.USD firms against most peers; NZD underperforms after RBNZ fails to impress hawks, JPY outperforms after BoJ hawk Takata.USTs are flat, whilst Bunds and Gilts are pressured by elevated gas prices.Crude takes a breather following another night of US-Iran hostilities; metals feel no reprieve.Looking ahead, highlights include US Factory Orders (Jul), ADP Employment Change (Aug), New Zealand Terms of Trade (Q2), BoC Announcement, Fed Beige Book. Comments from Fed's Williams, BoC's Macklem & Rogers. Earnings from Broadcom, Hewlett Packard Enterprise & Snowflake.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Alice Han and James Kynge start with the global AI race after an OpenAI system reportedly broke free and hacked into Hugging Face — a mess that pushed Hugging Face toward Chinese firm Z.ai's open-source model, and gave Z.ai an opening to argue China's open-weight approach is the safer one. They dig into a suspected Chinese bot farm quietly fueling U.S. opposition to AI data centers, Bill Gates's push for a sit-down with Xi on AI risk, and striking new polling on just how differently Chinese and American publics feel about trusting AI. Then: as U.S.-Canada trade talks collapse into a new round of tariffs, Alice and James ask who really benefits — and make the case that every dollar the U.S. and Canada spend fighting each other over autos is a dollar of market share flowing to Chinese manufacturers. Plus, how China is quietly benefiting from continuing to buy the vast majority of Iran's oil exports even as Washington threatens new sanctions. Finally: a devastating glacier collapse on the Nepal-Tibet border has triggered catastrophic flooding, with the death toll climbing past 600 and thousands still missing across both countries. Alice and James look at China's response so far — and the new hazard that's already emerged downstream. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dami Kujembola. CEO and co-founder of Amplify Africa.
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 breaks down President Trump calling voters who oppose AI data centers "backwards and poor," a comment landing as Republican candidates nationwide run ads against his own administration's AI buildout. Bryan covers a House Intelligence Committee warning that America's blind spot on runaway AI mirrors the failures that led to 9/11, a growing rift among Democratic Socialists over how openly to embrace communism, and a new California bill recognizing two Islamic holidays in public schools with no equivalent treatment for Christian holy days. He also breaks down revelations that Pentagon-linked influencers spread undisclosed government messaging online. Plus, Bryan covers a new Pentagon strategy of "mowing the grass" to repeatedly degrade Iran's rebuilt coastal defenses, intelligence that the IRGC plotted to kill Netanyahu's son in Miami, a fresh purge of Chinese military generals raising questions about Xi's grip on power, and a promising new CAR-T cell therapy trial for glioblastoma brain cancer. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: Wright Report, Bryan Dean Wright, AI data centers, Trump, GOP midterms, House Intelligence Committee, 9/11, DSA, Democratic Socialists, California, Islamic holidays, Pentagon influencers, Iran, mowing the grass, IRGC, Netanyahu, Miami, China, Xi Jinping, military purge, glioblastoma, CAR-T therapy
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dami Kujembola. CEO and co-founder of Amplify Africa.
As AI agents gain access to sensitive enterprise systems, companies need new ways to control what they can do. Meta Marshall breaks down the emerging market for agentic identity security.Read more insights from Morgan Stanley.----- Transcript -----Meta Marshall: Welcome to Thoughts on the Market. I'm Meta Marshall, Morgan Stanley's U.S. Cybersecurity and Telecom & Network Equipment analyst. Today: AI assistants are starting to act on our behalf at work, which brings up a critical question. What should these agents be allowed to do? And how should those permissions be granted? It's Tuesday, September 1st, at 10am in New York. More and more, AI is helping us get through the workday. We ask it to summarize documents, analyze data and take notes during meetings. Increasingly, though, these tools are moving beyond just answering questions to acting on our behalf. Suddenly, the security challenge shifts from managing a tool to governing a whole new digital workforce. In coming years, this problem should get bigger as we estimate seeing 79 AI agents and 109 machine identities for every human employee. Now, traditional identity security at work was built to answer two basic questions: Who are you, and what can you access? Think of it as your office badge. It identifies you and determines what doors you can open. AI agents, however, make that question much harder to answer. They can operate autonomously, move across applications and databases, collaborate with other agents. They take actions without direct human involvement.So, companies need to know not only what an agent can access, but why it needs access, for how long, and what it actually did. That's the core foundation of agentic identity solutions. The risk environment from this problem is already substantial. About 80 percent of breaches in the work environment today involve stolen or misused credentials. Nine out of 10 organizations experienced an identity-related breach in the past year, and 83 percent experienced at least two. Now add potentially hundreds of machine and AI identities for every human; each operating continuously and at machine speed – and the problem is much larger.One solution to managing AI agents is zero standing privilege. Instead of giving an agent permanent access, you give it permission for a specific task and revoke that permission when the job is done. Here's the issue though: Today, only 39 percent of privileged access is managed through this just-in-time or zero standing privilege architecture. And the reality is that humans can't approve every request. More of those decisions will need to happen automatically, in real time, through what's known as runtime governance. We estimate, as a result, that agentic identity alone could become roughly a $33 billion global opportunity in our base case, which brings the overall identity market opportunity to more than $60 billion in coming years. This need for agentic identity coming from AI could also push a historically fragmented industry towards a more unified platform. In one industry survey, 85 percent of organizations said fragmented identity systems delay their human response to identity threats, with respondents citing an average of 12 hours needed to respond per incident. We think that favors platforms that can manage human and machine identities together and make security decisions dynamically, overall making a more secure environment. This transition won't happen overnight. Agentic identity products are still early, and we don't expect an immediate financial impact. But as enterprises move from experimenting with AI agents to deploying them more broadly, spending to secure those agents could become a more meaningful growth tailwind in 2027. The longer-term growth opportunity comes down to a simple dynamic: more agents, with more autonomy, will require more control. And that could make identity security essential to scaling AI across the enterprise. 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.
Alibaba raised $10 billion in a share sale this week specifically to fund AI expansion, then immediately launched its Wan3.0 AI video model — a signal that Chinese tech giants are moving fast and spending big to compete with US rivals. We examine what this capital deployment means for the global AI arms race, competitive dynamics, and whether US investors should be paying closer attention to Chinese AI.Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, The Utility Sector, Themes Humanoid Robotics ETF (BOTT), Global X Robotics & Artificial Intelligence ETF (BOTZ), ROBO Global Robotics & Automation Index ETF (ROBO), MSC Industrial Direct Co., Inc. (MSM), Alibaba's $10 Billion AI Bet: What China's Tech Giants Signal About the Global AI Race, Good ETFs to Invest In, Genpact Limited (G), Autodesk, Inc. (ADSK), August Gas Price Milestone.Advertising Inquiries: https://redcircle.com/brands
Global data center power demand could rise 170% by 2030 from 2025 levels according to Goldman Sachs Research's Brian Singer and Carly Davenport. They joined hosts Allison Nathan and George Lee on the Goldman Sachs Exchanges podcast to discuss how data centers will source that power, the key bottlenecks, and the impact of growing pushback from some local communities. Key takeaways: The rise in power demand from AI more broadly is forecast to be the equivalent of adding another Japan to the world's power consumption by 2030 compared to the start of 2024. Goldman Sachs Research sees seven key binding constraints for data center power today including price, policy, and people. Delays for connecting data centers to regional US power grids are as long as seven years. The Mid-Atlantic region should remain the largest US data center power market until at least 2030, but the Midwest is set to overtake Texas for second place. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment, legal, or tax advice, a recommendation from any Goldman Sachs entity to take any particular action or be used as a basis for any other investment decision, or an offer or solicitation to purchase or sell any securities or financial products. Any forward-looking statements, case studies, computations or examples set forth herein are for illustrative purposes only. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any sponsorship, affiliation, endorsement, ownership or license rights between any such company and Goldman Sachs. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. Date of Recording August 12, 2026. © 2026 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
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