Podcasts about Global

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    Latest podcast episodes about Global

    The John Batchelor Show
    S8 Ep289: Guest: Bob Zimmerman. The global launch industry achieved record numbers led by SpaceX, which Zimmerman argues has effectively become the true American space program by launching 90% of all payload mass and funding its own Mars ambitions through

    The John Batchelor Show

    Play Episode Listen Later Jan 7, 2026 14:46


    Guest: Bob Zimmerman. The global launch industry achieved record numbers led by SpaceX, which Zimmerman argues has effectively become the true American space program by launching 90% of all payload mass and funding its own Mars ambitions through Starlink revenue. While China utilizes state-supervised pseudo-capitalism to keep pace, the commercial sector is booming with competitors like Rocket Lab and multiple companies developing private space stations, creating a new market for orbital debris cleanup services.1941

    The John Batchelor Show
    S8 Ep289: Guest: Joseph Sternberg. Sternberg analyzes the recent U.S. invasion of Venezuela, noting that while the event disrupted predictions, its global significance ultimately depends on the subsequent U.S. decisions regarding regime support and govern

    The John Batchelor Show

    Play Episode Listen Later Jan 7, 2026 10:14


    Guest: Joseph Sternberg. Sternberg analyzes the recent U.S. invasion of Venezuela, noting that while the event disrupted predictions, its global significance ultimately depends on the subsequent U.S. decisions regarding regime support and governance in Caracas. Turning to domestic politics, Sternberg predicts the 2026 midterms will be unusually significant as both parties face internal identity crises, with Democrats torn between centrist and socialist wings and Republicans struggling to define their future path as the Trump era eventually concludes.1900 Venezuela

    The Glenn Beck Program
    Trump's GLOBAL Regime Change Plan EXPLAINED | Guests: Nick Shirley & Mariana Atencio | 1/6/25

    The Glenn Beck Program

    Play Episode Listen Later Jan 6, 2026 129:13


    Glenn lays out why he believes President Trump is working to reshape the global order to put America back in a position of dominance. As America faces multiple battles over energy, Glenn explains why it's critical for us to win them to stay independent. A regime change is coming but not the one you may think. Independent journalist Nick Shirley, the man responsible for exposing the alleged fraud at various day care centers in Minnesota, joins to expose further how deep he believes the scam goes. Glenn and Nick also discuss Nick's potential role in Democratic Minnesota Gov. Tim Walz's decision to drop out of his re-election race. Sen. Mike Lee (R-Utah) joins to discuss the constitutionality of President Trump's strike on Venezuela and the capture of Nicolás Maduro and his wife. Goldie Ghamari joins to discuss how Iran may be affected by Trump's strike on Venezuela. Mariana Atencio joins to give us an idea of how Venezuelans are truly feeling after Maduro and his wife were arrested. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Game of Crimes
    229: Part 2: AJ Collazo – Op PanEx, Inside the global Drug War

    Game of Crimes

    Play Episode Listen Later Jan 6, 2026 64:21


    Murph is joined once again by veteran DEA leader AJ Collazo for a deep dive into one of the most complex fronts in modern law enforcement—the international drug war. Their conversation centers on Operation Panama Express, a groundbreaking multi-agency effort that transformed how law enforcement tracks and dismantles maritime drug trafficking networks. AJ breaks down how intelligence-driven cases are built, the dangers of undercover work, and why cooperation between DEA, military, foreign governments, and federal agencies became essential after the Patriot Act reshaped global enforcement strategies.

    Thoughts on the Market
    How Venezuela Events Could Affect Markets and Policy

    Thoughts on the Market

    Play Episode Listen Later Jan 6, 2026 5:58


    Our Deputy Director of Global Research Michael Zezas and our U.S. Public Policy Strategist Ariana Salvatore discuss the implications of the U.S action in Venezuela for global markets, foreign and domestic policy.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're talking about the latest events in Venezuela and its implications for global markets.It's Tuesday, January 6th at 10am in New York. So, Ariana, before we get into it: Long time listeners might have noticed in our intro, a changeup in our titles. Ariana, you're stepping in to lead day-to-day public policy research. Ariana Salvatore: That's right. And Mike, you're taking on more of a leadership role across the research department globally. Michael Zezas: Right, which is great news for both of us. And because the interaction between public policy choices and financial markets is as critical as ever, and because collaboration is so important to how we do investment research at Morgan Stanley – tapping into expertise and insight wherever we can find it – you're still going to hear from one of – and sometimes both of us – here on Thoughts on the Market on a weekly basis. Ariana Salvatore: And this week is a great example of this dynamic as we start the New Year with investors trying to decide what, if anything, the recent U.S. intervention in Venezuela means for the outlook for markets. Michael Zezas: Right. So, to that point, the New Year's barely begun, but it's already brought a dramatic geopolitical situation: The U.S. capture and arrest of Venezuela's President Nicolas Maduro – an event that can have far reaching implications for oil markets, energy, equities, sovereign credit, and politics. Ariana, thinking from the perspective of the investor, what's catching your attention right now? Ariana Salvatore: I think clients have been trying to get their arms around what this means for the future of U.S. foreign policy, as well as domestic policy making here too. On the first point, I would say this isn't necessarily a surprise or out of step with the goals that the Trump administration has been at least rhetorically emphasizing all year. Which is to say we think this is really just another data point in a pre-existing longer term trend toward multipolarity. Remember that involves linkage of economic and national security interest. It comes with its own set of investment themes, many of which we've written about, but one in particular would be elevated levels of defense spending globally, as we're in an increasingly insecure geopolitical world. Another tangible takeaway I would say is on the USMCA review. I think the U.S. has likely even more leverage in the upcoming negotiations, and likely is going to push even harder for Mexico to put up trade barriers or take active steps to limit Chinese investment or influence in the country. Enforcement here obviously will be critical, as we've said. And ultimately, we do still think the review results in a slightly deeper trade integration than we have right now. But it's possible that you see tariffs on non-USMCA compliant goods higher, for example, throughout these talks. Michael Zezas: And does this affect at all your expectations for domestic policy choices from the U.S.? Ariana Salvatore: I think it's important to emphasize here that we're just seeing an increasingly diminished role for Congress to play. The past year has been punctuated by one-off US foreign policy actions and a usage of executive authority over a number of different policy areas like immigration, tariffs, and so on. So, I would say the clearest takeaway on the domestic front is we're seeing a policy making pattern that is faster and more unilateral, right? If you don't need time for consensus building on some of these issues, decisions are being made by a smaller and smaller group of people. That in itself just increases policy uncertainty and risk premia, I would say across the board. But Mike, let's turn it back specifically to Venezuela. One of the most important questions is on – what this all means for global oil markets. What are our strategists saying there? Michael Zezas: Yeah. So, oil markets are the natural first place to look when it comes to the impact of these geopolitical events. And the answer more often than not is that the oil market tends not to react too much. And that seems to be the case here following the weekend's Venezuela developments. That's because we don't expect there to be much short-term supply impact. Over the medium-term risks to Venezuela's production skew higher. But while Venezuela famously holds one of the largest oil reserves in the world – it's about 17 percent of the world's oil reserves – in terms of production, its contribution is relatively small. It's less than 1 percent of global output. So, among the top 10 reserve holders, Venezuela is by far the smallest producer. So, you wouldn't expect there to be any real meaningful supply impact in the markets, at least in the near term. So, one area where there has been price movement is in the market for Venezuela sovereign bonds. They have been priced for low recovery values and the potential restructuring that was far off. But now with the U.S. more involved and the prospect of greater foreign investment into the country's oil production, investors have been bidding up the bond price in anticipation of potentially a sooner restructuring and higher recovery value for the bonds. Ariana Salvatore: Right. And to that point, our EM sovereign credit strategists anticipate limited spillover to broader LatAm sovereign credit. Any differentiation is more likely to reflect degrees of alignment with the U.S. and exposure to oil prices and potential increases in Venezuelan production, which could leave Mexico and Columbia among relative under underperformers. Michael Zezas: Right. And this seems like it's going to be an important theme all year because the U.S. actions in Venezuela seem to be a demonstration of the government's willingness to intervene in the Western Hemisphere to protect its interests more broadly. Ariana Salvatore: That's right. So, it's a topic that we could be spending much more time talking about this year. Michael Zezas: Great. Well, Ariana, thanks for taking the time to talk. Ariana Salvatore: Great speaking with you, Mike. Michael Zezas: And as a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us wherever you listen; and share Thoughts on the Market with a friend or colleague today.

    Prophecy Watchers
    The False Prophet and the Rise of Global Control | J.B. Hixson

    Prophecy Watchers

    Play Episode Listen Later Jan 6, 2026 28:30


    Prophecy Watchers
    The False Prophet and the Rise of Global Control | J.B. Hixson

    Prophecy Watchers

    Play Episode Listen Later Jan 6, 2026 28:30


    Tim Conway Jr. on Demand
    Global Fallout from Maduro Capture, Record Rain & Snow at Home

    Tim Conway Jr. on Demand

    Play Episode Listen Later Jan 6, 2026 40:21 Transcription Available


    Experts break down the reported U.S. capture of Venezuelan President Nicolás Maduro and what it could mean globally. Closer to home, Michael Monks shares a powerful story from Skid Row after rescuing a stray cat, while Conway covers local mountains reaching maximum levels of rain and snow. Plus, Jeff Thomas from iHeart Advertising joins the show for a look back at smoking and alcohol ads from earlier days and how attitudes—and rules—have changed.See omnystudio.com/listener for privacy information.

    The Dentalpreneur Podcast w/ Dr. Mark Costes
    2417: The Future of Global Dental Care with Henry Schein Leadership

    The Dentalpreneur Podcast w/ Dr. Mark Costes

    Play Episode Listen Later Jan 6, 2026 52:06


    On today's episode, Dr. Mark Costes is joined by Prashant Ohri, President of Henry Schein Canada and Americas, for a wide-ranging and insightful conversation. Prashant shares his professional journey—from the beverage industry to rising through the ranks at Henry Schein—and offers a behind-the-scenes look at the company's operations in Canada, Brazil, and beyond.  They dive into the differences between dental markets across North and South America, the evolving role of the GP, consolidation trends, and how Henry Schein's preventative service model and vertically integrated solutions are supporting practices in a rapidly changing landscape. This is a must-listen for anyone curious about global dentistry, leadership, and the future of patient-centered care. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://ww.henryschein.ca https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

    1 Year Daily Audio Bible Chronological
    Move In Week w/ Brian & Jill

    1 Year Daily Audio Bible Chronological

    Play Episode Listen Later Jan 6, 2026


    Welcome to 2026! Brian & Jill share a little bit about how this all works and why.

    Stocks To Watch
    Episode 750: Humanoid Global ($ROBO) & Formic CEOs on Supply Chain & The Long-Term Outlook for AI and Robotics

    Stocks To Watch

    Play Episode Listen Later Jan 6, 2026 22:15


    As AI and robotics reshape the economy, Humanoid Global (CSE: ROBO | OTC: RBOHF | FRA: 0XM1) and Formic are making their mark in the field.Humanoid Global Holdings Corp. CEO Shahab Samimi and Formic CEO Saman Farid discuss how robotics capacity is evolving, the rapid decline in hardware costs, where the AI and robotics market is headed in 2026, and more.Discover Humanoid Global Holdings Corp.: https://www.humanoidglobal.aiExplore Formic: https://formic.co/Watch the full YouTube interview here:https://youtu.be/legVrS3RaiE?si=7D-OfRPh2v7ZEoH-And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

    Grow My Salon Business Podcast
    329 New Year, New Opportunity: Taking Control of Your Salon Business

    Grow My Salon Business Podcast

    Play Episode Listen Later Jan 6, 2026 11:02


    A new year always brings with it a sense of possibility. It's that “that was then, this is now” moment where you get to draw a line in the sand and decide what happens next. But let's be honest, for many salon owners right now, business feels tougher than ever. Clients are cautious, bookings feel unpredictable, and the world around us feels uncertain.In this episode, I talk about the reality of running a salon in times like these and why focusing on everything outside your control is a guaranteed way to feel overwhelmed. Global uncertainty, economic pressure, and changing consumer behaviour are real, but they're not where your power lies.Instead, I break down exactly what is within your control, both as a salon owner and as a stylist. Because when you focus on the controllables, the systems, the standards, the leadership, and the client experience, you put yourself back in the driver's seat. And when you do that, growth isn't just possible. It's predictable.IN THIS EPISODE:[01:43] The reality that many salon owners are facing right now[02:23] Not everyone is struggling, why that matters[03:06] Why being in business has always been hard[03:32] Global uncertainty and its impact on client spending[04:17] What you can control vs what you can't[04:50] Control the controllable, leadership starts here[05:09] What stylists are in control of every single day[07:42] What salon owners are in control of[09:32] Why focusing on the controllables guarantees growthWant MORE to help you GROW?

    The Dallas Morning News
    AT&T to build global headquarters in Plano, leaving Downtown Dallas campus in limbo ... and more news

    The Dallas Morning News

    Play Episode Listen Later Jan 6, 2026 5:40


    AT&T will build its new global headquarters in Plano, leaving questions about the future of its massive real estate holdings in downtown Dallas. Reacting to that news, Dallas leaders said downtown didn't fit with AT&T headquarter plans, preferring a “horizontal, suburban-style” headquarters campus with “significant acreage.” In other news,  the rainbow-colored steps at Oak Lawn United Methodist Church are safe for the next three years; and Taylor Sheridan, ever the prolific TV creator, will continue filming across North Texas in January. Link to story about Dallas area casting calls: https://www.dallasnews.com/arts-entertainment/tv/2026/01/05/taylor-sheridan-lioness-yellowstone-spinoff-dutton-ranch-filming-dfw-area/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Podnews Daily - podcasting news
    Global acquires sports content studio The Overlap

    Podnews Daily - podcasting news

    Play Episode Listen Later Jan 6, 2026 3:21 Transcription Available


    The company was founded by footballer Gary Neville. Sponsored by Lean & Loaf. Joining a gym is hard. Hiring Lean & Loaf is easy. They edit video for your podcasts while you loaf. See for yourself. https://podnews.net/cc/3230 Visit https://podnews.net/update/global-the-overlap-acquisition for the story links in full, and to get our daily newsletter.

    Defense & Aerospace Report
    DEFAERO Daily Pod [Jan 6, 25] Bendett and Rumer on the Latest Russia-Ukraine and Global Headlines

    Defense & Aerospace Report

    Play Episode Listen Later Jan 6, 2026 35:35


    On today's Strategy Series program, sponsored by General Atomics Aeronautical Systems, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer, the director of the Russia and Eurasia program at the Carnegie Endowment for International Peace, join Defense & Aerospace Report Editor Vago Muradian to discuss the latest on the Ukraine war as the conflict prepares to enter its fifth year; the frontline as both sides are increasingly exhausted by the conflict; update on peace talks and prospects for ending the war; the increasing use autonomous systems driven by artificial intelligence; whether lessons from the war are being lost as innovation cycles accelerate; Vladimir Putin's drive to bolster Russia's economy in 2026 as Volodymyr Zelenskyy taps his intelligence chief Lt. Gen. Kyrylo Budanov to replace Andrei Yermak as his chief of staff; whether the war still matters to Washington; and how Vladimir Putin will interpret the Trump administration's decision to apprehend Nicolas Maduro and claim rights to Venezuela's energy resources as well as rhetoric that America has a right to seize Greenland from Denmark.

    The Camino Cafe
    128 - Walk With The World: The Global Camino & Remembering Judy Colaneri & Ella Neal

    The Camino Cafe

    Play Episode Listen Later Jan 6, 2026 19:27 Transcription Available


    Send us a textStart the year with a pilgrimage you can do from your front door. We sit down with Leanne Pritchard to share how a small Tasmanian walk blossomed into a Global Camino that now brings together more than a thousand pilgrims across 40+ countries for two days of movement, meaning, and community. Whether you're training for Spain, curious about your first Camino, or simply craving a gentle reset, this weekend gives you a simple way to reconnect with your body and your Camino family—no airfare required.Leanne explains how the event began during lockdown and why it endures: flexibility, inclusion, and the shared joy of posting a photo that says, “I walked.” We talk through practical details—mirroring Tasmania's 15 km and 18 km routes if you want, or choosing any distance that fits your weather, health, and time. You'll hear stories that capture the spirit, from brave northern walkers crunching through snow to the Memphis crew bringing humor with Elvis costumes, plus smart safety choices when storms hit. We also preview the weekend's livestreams: an opening ritual, a closing at St. James Church in Cygnet with a Botafumeiro, an interview with two Texas pilgrims flying in, and a live cross to Spain.We dedicate this show in memory of Judy Colaneri and Ella Neal, honoring their courage, kindness, and love for the Camino. If you've felt the yellow arrow tug at your heart, use this weekend to set intentions, test your gear, and reconnect with friends you met on the trail. RSVP on Facebook, share where you'll walk, post a photo when you finish, and encourage others in the comments. Subscribe, share this episode with a friend who needs a nudge to lace up, and leave a review to help more pilgrims find the path. Ready to walk with us next weekend?RSVP Now for the Global Camino - https://www.facebook.com/events/1274566273763679 Judy's Podcast Episode on YouTube https://youtu.be/p22Vo-z20h8Ella's Podcast Episode https://podcasts.apple.com/us/podcast/119-the-neal-family-walking-the-camino-a/id1562037974?i=1000666935472Leanne's Podcast Episode:https://podcasts.apple.com/ca/podcast/120-walking-the-global-camino-from-home-leanne/id1562037974?i=1000667888051Support the showBecome a supporter of The Camino Cafe Podcast:

    John Solomon Reports
    Trump Strikes: The Arrest of Maduro and Its Global Implications

    John Solomon Reports

    Play Episode Listen Later Jan 5, 2026 56:08


    In this episode, we analyze the dramatic events surrounding the arrest of Venezuelan dictator Nicolas Maduro by U.S. Delta forces, marking a significant shift in the political landscape of Venezuela. John Solomon discusses the implications of Maduro's arrest, including the swift rise of Delsey Rodriguez as the new leader and her unexpected conciliatory stance towards the United States. The episode delves into Maduro's history as a drug kingpin and the impact of his regime on U.S. drug trafficking. We also explore the broader geopolitical ramifications of U.S. military action in Venezuela, including the destruction of an Iranian airbase linked to drone operations threatening U.S. interests. Joining John are Congressman Nathaniel Moran, who provides insights on Venezuela, and Fred Fleitz, former chief of staff to the National Security Council, who discusses the nexus between Venezuela and Iran. Additionally, investigative journalist Paul Thacker sheds light on the concerning overhead costs associated with university research funding, highlighting the financial burden on American taxpayers. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Trading Secrets
    272. Joey Gonzalez: From pursuing entertainment to global fitness brand Barry's CEO, the real business behind the brand, power in adaptability and pursuing fulfillment over the 9-to-5 Episode Description:

    Trading Secrets

    Play Episode Listen Later Jan 5, 2026 80:15


    This week, Jason is joined by entrepreneur and CEO of the global fitness brand Barry's, Joey Gonzalez! Joey had dedicated over a decade of his life trying to break into the entertainment business in LA, but after realizing he wasn't achieving the financial stability he desired, he knew he had to make a change. In addition to acting, he was working jobs in real estate and in the restaurant industry before stumbling upon his role as a fitness instructor with Barry's Bootcamp. From there, Joey organically worked his way up the company, eventually assuming the role of CEO 11 years after taking his first class.  Joey breaks down how failure and adversity have been some of his greatest teachers—and why settling for a traditional nine-to-five often comes at the cost of fulfillment and passion. He shares how his early career in acting seamlessly translated into becoming a world-class fitness instructor, from musicality and performance to programming and staying calm in chaos. Joey dives into the business side of fitness, including how to advocate for yourself, what consumers should look for before committing to a membership, how locations are selected, and the real drivers behind their global success—from private equity and adaptability to embracing local nuance in every market. He also reflects on how COVID reshaped the business, breaks down instructor pay structures, offers insight into his personal nutrition and training, recommends must-have home gym equipment (including how he discovered the Woodway treadmill), and shares his thoughts on pursuing an OPM or MBA—before tying it all together with a focus on the four F's. Joey reveals all this and so much more in another episode you can't afford to miss! Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Guest: Joey Gonzalez Stay connected with the Trading Secrets Podcast!  Instagram: @tradingsecretspodcast  Youtube: Trading Secrets Facebook: Join the Group  All Access: Free 30-Day Trial  Trading Secrets Steals & Deals! Upwork: Instead of spending weeks sorting through random resumes, Upwork Business Plus sends a curated shortlist of expert talent to your inbox in hours. Trusted, top-rated freelancers vetted for skills and reliability.... and rehired by businesses like yours. Right now, when you spend $1,000 on Upwork Business Plus, you'll get $500 in credit. Go to Upwork.com/SAVE now and claim the offer before 1/31/2025. Rula: Rula does things differently. They partner with over 100 insurance plans, making the average co-pay just $15 per session. That's real therapy, from licensed professionals, at a price that actually makes sense. Think about it - you use your insurance benefits to maintain your physical health, so why wouldn't you do the same for your mental health? Thousands of people are already using Rula to get affordable, high-quality therapy that's actually covered by insurance. Visit Rula.com/tradingsecrets to get started. Square: Whether you're selling lattes, cutting hair, detailing cars, or running a design studio, Square helps you run your business, without running yourself into the ground. With Square, you get all the tools to run your business, with none of the contracts or complexity. And why wait? Right now, you can get up to $200 off Square hardware at square.com/go/tradingsecrets.

    Wretched Radio
    New Years Resolutions? Here’s How To See Real Change In 2026

    Wretched Radio

    Play Episode Listen Later Jan 5, 2026 54:59


    Segment 1 • January 9 is the graveyard for most New Year's resolutions—will yours survive? • Don't just read your Bible—savor it. Slow down and mine for treasure. • God's word is an endless goldmine that you can never exhaust. Segment 2 • Even good, expository preaching can miss the point of the text. • Suffering, submission, and sanctification define the Christian life. • Show up to church expecting God to speak and change you. Segment 3 • 2025 contained so many painful losses. • Parenting - raising and training depraved sinners - is simply hard work. • Hard year or not, Christians still raise their eyes in hope. Segment 4 • 2025 headlines: SCOTUS ruled on abortion pills, the PCA named Kevin DeYoung as moderator. • The Anglican Communion appointed a lesbian archbishop, marking a significant shift. • Global persecution rose, antisemitism surged, and Christian nationalism hit new highs. ___ Thanks for listening! Wretched Radio would not be possible without the financial support of our Gospel Partners. If you would like to support Wretched Radio we would be extremely grateful. VISIT https://fortisinstitute.org/donate/ If you are already a Gospel Partner we couldn't be more thankful for you if we tried!

    The John Batchelor Show
    S8 Ep279: THE FUNERALS AND MARGUERITE'S ERRATIC BEHAVIOR Colleague Paul Gregory. This segment contrasts the global mourning for President Kennedy with the lonely burial of Lee Harvey Oswald at Rose Hill, where reporters served as pallbearers. Marina Oswa

    The John Batchelor Show

    Play Episode Listen Later Jan 5, 2026 9:22


    THE FUNERALS AND MARGUERITE'S ERRATIC BEHAVIOR Colleague Paul Gregory. This segment contrasts the global mourning for President Kennedy with the lonely burial of Lee Harvey Oswald at Rose Hill, where reporters served as pallbearers. Marina Oswald was in a daze, emotionally devastated by watching Jackie Kennedy and the state funeral on television. Meanwhile, Marguerite Oswald became increasingly difficult, arguing over trivialities and insisting her son was an innocent hero and intelligence agent. Her erratic behavior and refusal to accept facts caused significant friction with the Secret Service agents protecting them. The Gregory family spent Thanksgiving in a "fog," discussing Marguerite's instability, a detail Paul notes was largely absent from the official Warren Report despite its significance in understanding the family dynamic. NUMBER 6

    Thoughts on the Market
    The Bullish Signals That Investors Overlook

    Thoughts on the Market

    Play Episode Listen Later Jan 5, 2026 5:12


    Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses key catalysts that investors may be missing, but that are likely to boost U.S. equities in 2026.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing the converging market forces bolstering our bullish outlook for 2026. It's Monday, January 5th at 11:30am in New York. So, let's get after it. The New Year is usually a time to look forward. But today, I want to take a step back and talk about what the market is missing. A series of bullish catalysts are lining up at the same time, and the market is still underestimating their collective impact. There's been a lot of focus on individual positives—solid earnings growth, further Fed easing—but in our view, the real story is how these forces are reinforcing one another. Deregulation, positive operating leverage, accommodative monetary policy, and increasingly supportive fiscal policy are all working in the same direction. And as we head into mid-term elections later this year, these policy levers are likely to stay supportive.Importantly, this isn't a market that's already priced for the outcomes I envision. Positioning in cyclical trades remains relatively light, and sentiment in economically sensitive areas is far from exuberant. That combination—of improving fundamentals with cautious positioning—is exactly what tends to characterize the early stages of a recovery. I continue to believe these tailwinds are most underappreciated in cyclical areas like Consumer Discretionary Goods, Financials, Industrials, and small- and mid-cap stocks. Many of the indicators we track are only just beginning to turn higher. This doesn't look late-cycle to me—it looks early in what I have deemed to be a rolling recovery. One reason investors have been hesitant is the sluggishness of traditional business-cycle indicators, particularly the ISM Manufacturing Purchasing Managers Index. There's been a reluctance to press cyclical trades until those gauges clearly re-accelerate; and beneath that hesitation is a lingering anxiety that the U.S. economy could even slip back into a growth scare. My view is different. I believe a three year rolling recession ended with Liberation Day. If that's true, then the moderate softness we're now witnessing in lagging labor data is constructive for equities because it keeps the Fed leaning dovish for longer and more aggressive—a positive for equities. I see the second half of 2025 as the bottoming process for key macro indicators; with 2026 shaping up as a year of re-acceleration. Longer-cycle analysis supports this. Specifically, the 45-month cycle of the ISM Manufacturing Purchasing Managers Index points to a rebound. That recovery has been delayed—but not cancelled. Another tailwind that doesn't get nearly enough attention is energy prices. Gasoline prices in particular are sitting near five-year lows, which is providing real economic relief for lower- and middle-income consumers. That cushion matters, especially as other parts of the economy firm. This past weekend's events in Venezuela argue for lower oil prices for longer. From a sector standpoint, Financials stand out as the key beneficiary of deregulation and these stocks have been great performers over the past year in anticipation of these changes. I think there is more to go in 2026. Housing could be another important piece of the recovery. Subdued wage growth and falling rents may pressure home prices, while some builders are prioritizing volume over margins. While that may cap profitability for the builders, it could unlock housing velocity and feed into a more dovish inflation backdrop. Of course, there are also risks. Liquidity has been our top concern since September, and markets have reflected that through weakness in speculative assets. The good news is that the Fed has responded by ending quantitative tightening early and restarting asset purchases through the Reserve Management Program. This effectively adds liquidity to a system that was showing signs of stress this past several months. Another risk is a renewed slowdown in AI CapEx, particularly as markets demand clearer payback from debt-funded spending. And geopolitically, the U.S. intervention in Venezuela raises new questions. Strategically, it reinforces U.S. influence in the Western Hemisphere and supports our ‘Run It Hot' thesis—but the key wildcard remains whether China chooses to react. Net-net, we think the balance of risks and rewards still favor leaning into this early-cycle recovery and our bullish outlook for US equities in 2026. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

    LOOPcast
    U.S. Captures Venezuela's President Maduro — A Global Shockwave

    LOOPcast

    Play Episode Listen Later Jan 5, 2026 57:56


    The United States captures Venezuelan President Nicolás Maduro in a stunning overnight operation, sending shockwaves across the globe and raising massive questions about sovereignty, precedent, and what comes next for Venezuela. We break down how it happened, why now, and what this means for America. All this and more on the LOOPcast!Timestamps:00:00 Welcome to the LOOPcast02:25 Operation Absolute Resolve - US Captures Maduro31:34 What's the plan for Venezuela moving forward?38:05 Good News47:30 Twilight Zone57:21 Closing PrayerEMAIL US: loopcast@catholicvote.org SUPPORT LOOPCAST: www.loopcast.orgSubscribe to the LOOP today!https://catholicvote.org/getloop   Apple Podcasts: https://podcasts.apple.com/us/podcast/the-loopcast/id1643967065 Spotify: https://open.spotify.com/show/08jykZi86H7jKNFLbSesjk?si=ztBTHenFR-6VuegOlklE_w&nd=1&dlsi=bddf79da68c34744 FOLLOW LOOPCast: https://x.com/the_LOOPcast  https://www.instagram.com/the_loopcast/ https://www.tiktok.com/@the_loopcast https://www.facebook.com/LOOPcastPodcast Tom: https://x.com/TPogasic Erika: https://x.com/ErikaAhern2  Josh: https://x.com/joshuamercer All opinions expressed on LOOPcast by the participants are their own and do not necessarily reflect the opinions of CatholicVote.

    Marketer of the Day with Robert Plank: Get Daily Insights from the Top Internet Marketers & Entrepreneurs Around the World
    1525: Celanese Odyssey: Lessons from a Lifetime in Engineering, Leadership, and Global Adventure with Author Edward H. Munoz

    Marketer of the Day with Robert Plank: Get Daily Insights from the Top Internet Marketers & Entrepreneurs Around the World

    Play Episode Listen Later Jan 5, 2026 30:09 Transcription Available


    Edward H. Muñoz rose from humble beginnings as a first-generation Mexican American in a South Texas border town to build a 33-year career at Celanese, where he played a key role in transforming the company into a global leader in engineering materials. After earning a chemistry degree from the University of Texas at Austin, he joined Celanese during its pivot from fibers to high-value engineering resins and helped establish its polyacetal product as a serious competitor to industry giants like DuPont and GE. His journey included navigating corporate takeovers, leading multinational teams, confronting cultural bias, and accepting personal sacrifices, particularly the strain his ambition placed on family life. A near-fatal car accident that killed a close friend became a defining turning point, propelling him into international leadership roles and reshaping both his career trajectory and personal life. In this episode of Marketer of the Day, Edward Muñoz reflects on his legacy through his memoir Challenges, Triumphs, and Heroes: Memoirs of My Celanese Odyssey, which honors the people behind corporate success while capturing the human cost of leadership. He discusses his work in Germany and Mexico, his commitment to inclusive leadership, and the lessons learned from balancing ambition, culture, and responsibility. Now living with Parkinson's disease, he remains active through photography, travel, and leadership within the arts community, helping an organization not only survive the pandemic but grow significantly. Key takeaways include the importance of resilience, values-driven leadership, preserving personal history, and leaving something meaningful behind for future generations. Quotes: “The hardest challenge was balancing ambition with family. You gain a career, but you pay a price, and you have to decide what you are willing to give up.” “I am an American. That moment taught me how perception works and how easily people define others before they listen.” “You are not going to be around forever, so you have to leave something behind that others can learn from.” “When I think I might get fired, I remember this: I was looking for a job when I got here.” Resources: Connect with Edward H. Muñoz on LinkedIn Discover Edward H. Muñoz's journey from first-generation roots to global leadership. Get Challenges, Triumphs, and Heroes: Memoirs of My Celanese Odyssey on Amazon.

    Beekeeping Today Podcast
    Bee Health, Research, and Real-World Beekeeping with Dr. Jeff Pettis (367)

    Beekeeping Today Podcast

    Play Episode Listen Later Jan 5, 2026 43:29


    In this episode of Beekeeping Today Podcast, Jeff Ott and Becky Masterman welcome back one of the most influential voices in modern honey bee health research, Dr. Jeff Pettis. A longtime USDA-ARS scientist and former president of Apimondia, Jeff Pettis joins the show to reflect on decades of research while offering a candid look at how he actually keeps bees today. The conversation begins with updates on Jeff's transition away from Apimondia leadership and into a more focused phase of consulting, mentoring, and hands-on beekeeping. He shares insights from his ongoing work with Tropilaelaps mites, including what recent international research tells us about detection, sampling methods, and treatment options—knowledge that may prove critical if this pest ever establishes in North America. Listeners also hear a rare and refreshing perspective as Jeff opens up about his own beekeeping practices. From using organic acids for varroa management, to feeding strategies, winter preparation, and even his simple "brick system" for hive management, this episode bridges the gap between laboratory science and real-world decision making in the apiary. The discussion rounds out with reflections on the current state of honey bee research, the importance of sustained public investment in science, and why experience in the bee yard still matters—no matter how many papers you've published. This is a thoughtful, practical, and occasionally humorous conversation that reminds us why good science and good beekeeping belong together. Websites from the episode and others we recommend: North American Honey Bee Expo (NAHBE): https://https://www.nahbexpo.com Project Apis m. (PAm): https://www.projectapism.org Honey Bee Health Coalition: https://honeybeehealthcoalition.org The National Honey Board: https://honey.com Honey Bee Obscura Podcast: https://honeybeeobscura.com   Copyright © 2026 by Growing Planet Media, LLC     ______________ Betterbee is the presenting sponsor of Beekeeping Today Podcast. Betterbee's mission is to support every beekeeper with excellent customer service, continued education and quality equipment. From their colorful and informative catalog to their support of beekeeper educational activities, including this podcast series, Betterbee truly is Beekeepers Serving Beekeepers. See for yourself at www.betterbee.com This episode is brought to you by Global Patties! Global offers a variety of standard and custom patties. Visit them today at http://globalpatties.com and let them know you appreciate them sponsoring this episode!    Thanks to Strong Microbials for their support of Beekeeping Today Podcast. Find out more about their line of probiotics in our Season 3, Episode 12 episode and from their website: https://www.strongmicrobials.com HiveIQ is revolutionizing the way beekeepers manage their colonies with innovative, insulated hive systems designed for maximum colony health and efficiency. Their hives maintain stable temperatures year-round, reduce stress on the bees, and are built to last using durable, lightweight materials. Whether you're managing two hives or two hundred, HiveIQ's smart design helps your bees thrive while saving you time and effort. Learn more at HiveIQ.com. Thanks for Northern Bee Books for their support. Northern Bee Books is the publisher of bee books available worldwide from their website or from Amazon and bookstores everywhere. They are also the publishers of The Beekeepers Quarterly and Natural Bee Husbandry. _______________ We hope you enjoy this podcast and welcome your questions and comments in the show notes of this episode or: questions@beekeepingtodaypodcast.com Thank you for listening!  Podcast music: Be Strong by Young Presidents; Epilogue by Musicalman; Faraday by BeGun; Walking in Paris by Studio Le Bus; A Fresh New Start by Pete Morse; Wedding Day by Boomer; Christmas Avenue by Immersive Music; Red Jack Blues by Daniel Hart; Original guitar background instrumental by Jeff Ott. Beekeeping Today Podcast is an audio production of Growing Planet Media, LLC ** As an Amazon Associate, we may earn a commission from qualifying purchases Copyright © 2025 by Growing Planet Media, LLC

    1 Degree of Andy
    Don Moen - One of the world's first global worship leaders "Gives Thanks" for how God guided his steps

    1 Degree of Andy

    Play Episode Listen Later Jan 5, 2026 63:03


    It's impossible to tell the story of modern worship music without Don Moen. And the impact he's had on the church and Christian musicians is immeasurable, but we'll do our best to peel back the layers of his six-decade journey.

    The Carl Nelson Show
    Professor Griff on Hip-Hop's Influence, Global Plan for Africa, & Dr. Baruch on Black-Eyed Peas Tradition

    The Carl Nelson Show

    Play Episode Listen Later Jan 5, 2026 189:05 Transcription Available


    This Wednesday morning, don’t miss a truly transformative broadcast as Public Enemy’s Minister of Information, Professor Griff, takes over our classroom! Professor Griff will reveal how Hip-Hop/Rap and iconic artists like Nicki Minaj are shaping the minds of young people, challenging you to consider the powerful influence of music on our community. He’ll also unpack the Global Plan for Africa and what it means for young Black people right here at home—insights you won’t hear anywhere else. Before Griff, respected therapist Dr. Jason Anthony shines a spotlight on the urgent issues facing our youth, and media analysts Wayne Gilman and Reggie Thomas break down how Donald Trump has forever changed the way the media tells the news. Plus, naturopathic doctor Baruch will explain why Black-Eyed Peas are a life-changing tradition every Black family should embrace on New Year’s Day. The Big Show kicks off at 6 amET, 5 am CT, 3 am PT, and 11 am BST on WOLB 1010 AM & wolbbaltimore.com, and on WOL 1450 AM & woldcnews.com. Call 800-450-7876 to get your voice heard, and listen live on TuneIn Radio, Alexa, and across the DMV on 104.1 HD3 FM, 93.9 HD3 FM, and 102.3 HD3 FM. This isn’t just another show—it’s your chance to join a dynamic, empowering conversation that impacts our community’s future. Tune in, share your perspective, and be part of the movement. All programs are free on your favorite podcast platform. Follow us on Twitter & Instagram and watch your Black Ideas come to life on the radio!See omnystudio.com/listener for privacy information.

    The Tara Show
    Full Show - The Truth Unfiltered: Politics, Power & Global Intrigue

    The Tara Show

    Play Episode Listen Later Jan 5, 2026 128:12


    Today's episode dives deep into the explosive stories shaping America and the world. From scandals in Minnesota to international power plays, nothing is off-limits and nothing is censored. Highlights include: Tim Wallace drops out of Minnesota governor race amid fraud and scandal

    The Situation with Michael Brown
    01-05-26 - 10am - Maduro 'Illegal' Arrest & Global Implications

    The Situation with Michael Brown

    Play Episode Listen Later Jan 5, 2026 32:48


    The Next Trip - An Aviation and Travel Podcast
    Boarding Pass 318: A Fresh Start

    The Next Trip - An Aviation and Travel Podcast

    Play Episode Listen Later Jan 5, 2026 57:33


    Send us a textDoug and Drew look back at our travel for 2025 with friend of the show and world traveler, Ian. We discuss:Global roundup for 2025 (most delayed airlines and busiest routes)Jetway jesusGate allocationListener feedback 2026 look-ahead Join the Network!https://www.nexttripnetwork.com/

    Closing Bell
    Markets rally after weekend actions in Venezuela, L3Harris CFO on global defense 1/5/25

    Closing Bell

    Play Episode Listen Later Jan 5, 2026 43:47


    Global risk with Barry Knapp of Ironsides Macroeconomics and Drew Pettit of Citi Research who break down market reaction to developments in Venezuela, followed by a big-picture look at what comes next with Richard Haass, former president of the Council on Foreign Relations. Energy stocks and oil markets take center stage with Andy Lipow of Lipow Oil Associates. Tech outlook with John Belton of Gabelli Funds. L3Harris CFO Ken Bedingfield on geopolitical hotspots and Venezuela.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Lemme Tell You Somethin'
    EP 193 - Global Arrests, NYC Power Shifts, Industry Collapses and Public Meltdowns

    Lemme Tell You Somethin'

    Play Episode Listen Later Jan 5, 2026 46:16


    New year, same chaos. This episode breaks down reports surrounding Venezuela's president and serious questions about U.S. involvement, Zohran Mamdani's first days as NYC mayor and the immediate political backlash, and why the alcohol industry is losing billions as younger generations opt out. We also get into post-holiday layoff warnings, a tragic New Year's party at a Swiss ski resort, privacy concerns over biometric data in NYC grocery stores, and relationships that take a dangerous turn. Plus, major headlines involving athletes, the end of MTV's music-only channels, and a celebrity feud fueled by AI. Politics, culture, and consequences all collide to start the year loud. IG: itswista Substack: wordswithwista

    LuAnna: The Podcast
    'I grabbed an old man's b******s!'

    LuAnna: The Podcast

    Play Episode Listen Later Jan 5, 2026 68:20


    BE WARNED: It's LuAnna, and this podcast contains honest, upfront opinions, rants, bants and general explicit content. But you know you love it.On this week's LuAnna: We're slap bang into a new year with the same old Luannimo. Lu's in Dubes and has a new puppy, Anna's in la chapelle and grabbed a man's ball bag on the rapids in Centerparcs and Imo's gone all high brow on us and is now into cryptic crosswords. See? New Year, Old Us.Plus, the Kardashians Kontroversial Kristmas, chaos in Subway, advice for a mum with red flags flying around her daughter's boyfriend, a cruise hook up with a twist and an interesting period related would you rather.GRAB YOUR TICKETS FOR THE BIG PARTY AT EVERYTHINGLUANNA.COMRemember, if you want to get in touch you can: Email us at luanna@everythingluanna.com OR drop us a WhatsApp on 07745 266947Please review Global's Privacy Policy: https://global.com/legal/privacy-policy/

    Columbia Broken Couches
    What is Death, and how to deal with it?

    Columbia Broken Couches

    Play Episode Listen Later Jan 5, 2026 89:33


    Welcome to PGX Ideas #8Here I sit down with some of the most interesting minds in the world — scientists, philosophers, economists, and creators — to think about the forces shaping the future.Each episode is an attempt to understand ONE BIG question. The kind that doesn't have a single answer but reveals how people who think deeply approach life, work, and meaning.This time, I spoke with Simon Critchley (English philosopher) about:What is death — and how do we deal with it?Timestamps:00:45 - Why do we think of death?3:45 - Can philosophy set us free from death?9:22 - Why do we fear death?14:40 - The consequences of death19:15 - Why does religion care about death?26:55 - What's the value in rituals around death?29:45 - Are we moving away from god?32:10 - Why are we alive?35:35 - Did modernity kill god?38:10 - Global village & metaphysics41:45 - Do philosophers die with integrity?44:30 - History of suicid*53:15 - What does it mean to live well & die well?55:55 - Can we practice dying?59:30 - Do you have to die before you can live?1:06:15 - Philosophy of humour1:15:55 - What's our obsession with immortality?

    Simply Trade
    [ROUNDUP] TPM 2026: Inside the Premier Global Container Shipping Summit with Peter Tirschwell

    Simply Trade

    Play Episode Listen Later Jan 5, 2026 24:45


      Host: Annik Sobing Guest: Peter Tirschwell, Senior Director, S&P Global / TPM Conference Founder Length: ~25 minutes Presented by: Global Training Center In this Simply Trade Roundup, host Annik Sobing sits down with global shipping and trade journalism leader Peter Tirschwell, the driving force behind the TPM Conference, to explore how a niche maritime newspaper event evolved into one of the premier gatherings in global container shipping. Peter shares the origin story of TPM: how the Journal of Commerce reinvented itself around 2000 by turning its deep reporting network into a live, editorially independent forum timed to the annual trans‑Pacific contract season.​ They discuss how TPM, held each March in Long Beach in the heart of the LA–Long Beach port complex, became a place where BCOs, carriers, NVOs, ports, and tech providers can gauge supply–demand balance, negotiate with better intelligence, and refresh critical relationships. Peter explains how the attendee mix has shifted over 25+ years, with hundreds of major shippers now present and representation from about 50 countries, turning TPM from a trans‑Pacific event into a broadly global container‑trade platform.​ What You'll Learn in This Episode How the Journal of Commerce pivoted from a collapsing print model to launch TPM as a data‑driven, neutral conference for BCOs and carriers.​ Why TPM is held in early March in Long Beach and how that timing aligns with trans‑Pacific contract cycles and port/rail/warehouse visits.​ How TPM's strictly editorial program (no “pay‑to‑speak”) builds trust, attracts senior executives, and shapes real contract and routing decisions.​ How the attendee base has grown to include ~575 shipper companies and participants from around 50 countries, spanning Asia–Europe, North–South, and more.​ How 2025's tariff shock—from ~2% to ~17–18% average duties—has pushed shippers to use TPM for cost‑reduction ideas, legal tariff strategies, and sourcing shifts.​ How TPM Tech and AI discussions are tackling repetitive-process automation, carrier cost reduction, and competitive risk if rivals adopt AI faster.​ Practical ways to “do TPM right”: coming in with a plan, choosing sessions strategically, and using the event to build and refresh critical relationships.​ Key Takeaways TPM now functions as a market pulse + relationship engine: attendees leave with clearer views on capacity, pricing, risk, and who they can rely on when markets tighten.​ Shippers are under intense pressure from tariffs and volatility; events like TPM help them hunt for every legal saving—from transport choices to customs strategies.​ AI is moving “fast and hard” into container shipping; companies that ignore it risk being undercut on cost and losing business to more efficient competitors.​ To get real value from TPM, attendees should arrive with specific problems to solve, a prioritized session list, and pre‑planned meetings across their network.​ Credits Host/Producer: Annik Sobing Guest: Peter Tirschwell – S&P Global / TPM TPM CONFERENCE DETAILS Subscribe & Follow New Roundup episodes every week. Presented by: Global Training Center — education, consulting, workshops, and compliance resources for trade professionals.​

    KPFA - The Pacifica Evening News, Weekdays
    US attack on Venezuela sparks global protests, Senate Dem leader vows vote on War Powers Act, UN holds emergency meeting warning of possible international law violation – January 5, 2026

    KPFA - The Pacifica Evening News, Weekdays

    Play Episode Listen Later Jan 5, 2026 59:58


    Comprehensive coverage of the day's news with a focus on war and peace; social, environmental and economic justice. Senate Dem leader vows vote on War Powers Act in response to attack on Venezuela, as Trump threatens Cuba, others; UN holds emergency meeting on Venezuela attack, leaders warn of possible violation of international law on use of force; Venezuela attack sparks protests across US and world; Minnesota Governor Tim Walz withdraws from re-election race, scrambling race in blue state; Pentagon censures Dem Senator Mark Kelley over video telling troops not to follow illegal orders The post US attack on Venezuela sparks global protests, Senate Dem leader vows vote on War Powers Act, UN holds emergency meeting warning of possible international law violation – January 5, 2026 appeared first on KPFA.