Podcasts about Global

Ex 37:1-38:31, Matt 28:1-20, Ps 34:11-22, Pr 9:9-10

Ex 37:1-38:31, Matt 28:1-20, Ps 34:11-22, Pr 9:9-10

Leviticus 5-7

Leviticus 5-7

Ex 35:10-36:38, Matt 27:32-66, Ps 34:1-10, Pr 9:7-8

Arunima Sinha, from the U.S. and Global Economics team, discusses how an upcoming Supreme Court decision could reshape consumer prices, retail margins and the inflation outlook in 2026.Read more insights from Morgan Stanley.----- Transcript -----Arunima Sinha: Welcome to Thoughts on the Market. I'm Arunima Sinha from Morgan Stanley's U.S. and Global Economics Teams.Today: How a single Supreme Court ruling could change the tariff math for U.S. consumers.It's Friday, February 13th at 10am in New York.The U.S. Supreme Court is deciding whether the U.S. president has legal authority to impose sweeping tariffs under IEEPA. That decision could come as soon as next Friday. IEEPA, or the International Emergency Economic Powers Act, is the legal backbone for a significant share of today's consumer goods tariffs. If the Supreme Court limits how it can be used, tariffs on many everyday items could fall quickly – affecting prices on the shelf, margins for retailers, and the broader inflation outlook.As of now, effective tariff rates on consumer goods are running about 15 percent, and that's based on late 2025 November data. And that's quite a bit higher than the roughly 10 percent average, which we're seeing as tariffs on all goods. In a post IEEPA scenario, we think that the effective tariff rate on consumer goods could fall to the mid-11 percent range.It's not zero, but it is meaningfully lower.An important caveat is that this is not going to be eliminating all tariffs. Other trade tools – like Section 232s, which are the national security tariffs, Section 301s, the tariffs that are related to unfair trade practices – would remain in place. Autos and metals, for example, are largely outside the IEEPA discussion.The main pressure point we think is consumer goods. IEEPA has been used for two major sets of tariffs. The fentanyl-related tariffs on Mexico, Canada, and China, and the so-called reciprocal tariffs applied broadly across trading partners. And these often stack on top of the existing tariffs, such as the MFN, the Most Favored Nation rates, and the section 301 duties on China that were already existing before 2025.The exposure is really concentrated in certain categories of consumer goods. So, for example, in apparel and footwear, about 60 percent of the applied tariffs are IEEPA related. For furniture and home improvement, it's over 70 percent. For toys, games, and sporting equipment, it's more than 90 percent. So, if the IEEPA authority is curtailed, the category level effects would be meaningful.There are caveats, of course. The court's decision may not be all or nothing. And policymakers could turn to alternative authorities. One example is Section 122, which allows across the board tariffs for up to 15 percent for 150 days. So, tariffs could just reappear under different tools. But in the near term, fully replacing IEEPA-based tariffs on consumer goods may not be straightforward, especially given ongoing affordability concerns.So, how does that matter for the real economy? There are two key channels, prices and margins. On prices we estimate that about 60 percent of the tariff costs are typically passed on to the consumers over two to three quarters, but it's not instant. Margins though could respond faster. If companies get cost relief before they adjust prices downwards, that creates a temporary margin tailwind. That could influence hiring, investment and earnings across retail and consumer supply chains.Over time, lower tariffs could also reinforce that broader return to core goods disinflation starting in the second quarter of this year. And because tariff driven inflation has weighed more heavily on the middle- and lower-income households, any eventual price relief could disproportionately benefit those groups.At the end of the day, this isn't just a legal story. It is a timing story. If IEEPA authority is curtailed, the arithmetic shifts pretty quickly. Margins move first, prices follow later, and the path back to goods disinflation could accelerate. That's why this is one ruling worth watching before the gavel drops.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.

Krishna bhakti went global not through wealth, planning, or infrastructure, but through faith — the kind of faith that sends teenagers across oceans with no money, no guarantees, and no backup plan. In this episode, recorded at Govardhan Eco Village, Raghunath speaks with Mahāmāyā and Bali Mardana, whose personal memories reveal the unpredictable, humorous, and deeply human early days of the Hare Krishna movement — a time when chanting became survival, surrender became strength, and Śrīla Prabhupāda's presence inspired ordinary people to attempt extraordinary things. ******************************************************************** LOVE THE PODCAST? WE ARE COMMUNITY SUPPORTED AND WOULD LOVE FOR YOU TO JOIN! Go to https://www.wisdomofthesages.com WATCH ON YOUTUBE: https://youtube.com/@WisdomoftheSages LISTEN ON ITUNES: https://podcasts/apple.com/us/podcast/wisdom-of-the-sages/id1493055485 CONNECT ON FACEBOOK: https://facebook.com/wisdomofthesages108 *********************************************************************

Global leaders call for collaboration at the Munich Cyber Security Conference. Phishing campaigns exploit fake video conference invitations. Italian authorities say cyber attacks on the Winter Olympics have met overall mitigation. AI reshapes the economics of ransomware attacks. CISA tags a critical Microsoft Configuration Manager vulnerability. Foxveil is a new malware loader targeting legitimate platforms. Researchers examine macOS infostealers. California fines Disney $2.75 million for violating the Consumer Privacy Act. Maria Varmazis, host of T-Minus space daily and CyberWire Producer Liz Stokes preview their coverage of the NATO Cyber Coalition 2025 Cyber Exercise in Tallinn, Estonia. When pull requests get personal. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today we are joined by Maria Varmazis, host of T-Minus space daily and CyberWire Producer Liz Stokes as they share  their coverage of the NATO Cyber Coalition 2025 Cyber Exercise in Tallinn, Estonia. Selected Reading US wants cyber partnerships to send ‘coordinated, strategic message' to adversaries (The Record)  Europe must adapt to ‘permanent' cyber and hybrid threats, Sweden warns (The Record)  Attackers Weaponize Signed RMM Tools via Zoom, Meet, & Teams Lures (Netskope) Winter Olympics 2026: Hacktivism Surges Ahead of Protests and Suspected Sabotage (Intel 471) How AI is and is Not Changing Ransomware (Halcyon) CISA flags critical Microsoft SCCM flaw as exploited in attacks (Bleeping Computer) Foxveil malware loader abuses Discord, Cloudflare, Netlify for staging (SC Media) AMOS infostealer targets macOS through a popular AI app (Bleeping Computer) California fines Disney $2.75 million for data privacy violations (The Record) An AI Agent Published a Hit Piece on Me (The Shamblog) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's guest is Jim Reid, Global Head of Macro Research at Deutsche Bank. In today's episode, Jim walks through lessons from his annual report, The Ultimate Guide to Long-Term Investing, which covers over 200 years of market data from 56 countries. He explains why cash is one of the riskiest long-term assets, how inflation quietly destroys wealth, and why valuation is the single most reliable predictor of long-term returns. He also discusses how fiat money has reshaped bonds, gold, and equities since 1971.  To close, Jim reminds us that history consistently rewards investors who buy cheap, diversify globally, and respect long-term market cycles. (0:00) Starts (1:54) Importance of real vs nominal returns (5:36) Historical returns of gold (8:28) Global investment opportunities (18:06) Bond market performance and growth's impact on asset prices (23:11) Potential impact of AI (30:34) Valuation importance (37:03) Index weighting strategies (42:43) Predictors of bond performance and equity return distribution (47:01) Historical periods of high valuations (52:45) Global banking and stock market performance (55:12) Impact of AI on economics ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Visit ⁠⁠⁠Alpha Architect's 351 Education Center⁠⁠⁠ for use cases, tools, FAQs, upcoming launches, and more. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

They're back and there's no shortage of discussion points. Hands up all the new Bad Bunny fans? Plus, WHAT are those skiers doing, have you ever had gas & air and is Joanne about to buy a house?!If you'd like to get in touch, you can send an email to hello@MTGMpod.comYou can now watch FULL video epsiodes of My Therapist Ghosted Me! Visit www.youtube.com/@mtgmpod and remember to subscribe!Please review Global's Privacy Policy: https://global.com/legal/privacy-policy/For merch, tour dates and more visit: www.mytherapistghostedme.comJoanne's comedy gigs: www.joannemcnally.comThis episode contains explicit language and adult themes that may not be suitable for all listeners.

New technology is coming soon and here is how to invest in the future! Inventor and investor Pablos Holman shares his journey from early computer hacking to co-founding Blue Origin, leading a prolific deep-tech lab, and now backing "mad scientists" building hard technologies beyond software. He believes Silicon Valley has over-indexed on easy software gains while neglecting transformative advances in hardware, energy, and real-world systems. He explains how breakthroughs in computation now let us model and simulate the physical world, from disease eradication to supply chains, marking a toolkit upgrade on par with the steam engine, while also wrestling with the social, regulatory, and human challenges that slow progress. We talk AI's real potential beyond chatbots, the urgent need to 10x global energy, decentralization vs. centralization in tech, the societal costs of social media, and even more! We discuss... Pablos Holman described his path from early computer hacking to founding deep-tech ventures like Blue Origin and running a VC fund focused on inventors building real-world, non-software technologies. Pablos framed technological progress as periodic "toolkit upgrades," comparing today's advances in computation and simulation to the impact of the steam engine. Modern computational models enable simulations of complex systems like disease spread, cities, and supply chains, dramatically improving decision-making. The conversation highlighted AI's true value as modeling the world while warning of over-centralization and privacy tradeoffs in the near term. Global energy scarcity is the real bottleneck to progress and peace, requiring a massive scale-up in clean, cheap energy. Nuclear power is the only viable path to global energy production and described new reactor designs nearing deployment. The discussion explored how regulatory and political systems, rather than technology itself, are often the biggest obstacles to innovation, especially in healthcare and energy. Pablos criticized social media for societal damage but argued the core issue is human responsibility and misuse rather than the technology itself. AI and crypto represent an open experimental phase where individuals can still influence outcomes before power consolidates. Pablos encouraged people to actively engage with and help build meaningful technologies instead of passively reacting to technological change. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Diana Perkins | Trading With Diana 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 show notes at https://moneytreepodcast.com/how-to-invest-in-the-future-790 

Leviticus 1-4

Global trade policy is shifting, digital infrastructure demand is exploding, and the next frontier of supply chain operations may literally be off-planet. From tariffs to terabytes to orbiting technology, the pace of change isn't slowing down anytime soon, welcome to The Buzz, powered by EasyPost!In this episode, Scott Luton and Richard Donaldson break down a potential U.S.–India trade agreement and what it could mean for sourcing strategies, tariffs, and global partnerships. The conversation then turns to the rapid growth of data center infrastructure across the United States, why certain regions have become critical digital logistics hubs, and how AI is accelerating demand for computing capacity. Finally, the hosts explore a bold emerging concept: space-based data centers — and how advancements in energy efficiency, cooling, and scalability could reshape long-term supply chain strategy.Tune in to learn:What a U.S.–India trade agreement could change for tariffs and global sourcingWhy data centers are becoming core supply chain infrastructureHow AI growth is driving massive infrastructure investmentWhy Northern Virginia leads the U.S. in data center concentrationThe potential advantages of space-based data storage and processingWhat these developments signal for long-term operational strategyWhether you're a supply chain practitioner, technology leader, strategist, or simply trying to keep pace with where operations and innovation are heading, this episode will help you connect the dots between trade policy, infrastructure investment, and the next era of global supply chains.Additional Links & Resources:Learn more about Supply Chain Now: https://supplychainnow.comWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-nowSubscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/joinWork with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkThis episode is hosted by Scott Luton and Ricard Donaldson, and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/buzz-tariffs-terabytes-final-frontier-1545

This interview is disseminated on behalf of Humanoid Global. Humanoid Global (CSE: ROBO | OTC: RBOHF | FRA: 0XM1) aims to provide diversified exposure to humanoid robotics and embodied AI as robots transition from labs to factories, warehouses, and eventually homes.We sit down with CEO Shahab Samimi and Marc Theermann, Chief Strategy Officer at Boston Dynamics and a Technical Advisor at Humanoid Global, to explore the rapid evolution of humanoid robotics and physical AI. The interview covers Humanoid Global's investment strategy, the distinction between humanoid and task-specific robots, the global labor shortage, scaling challenges in robotics, and what separates viable commercial platforms from early-stage prototypes.Learn more: https://www.humanoidglobal.aiWatch the full YouTube interview here: https://youtu.be/jVlVx2F2g0o?si=O0sxmywmeGOG8BXqAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

1: SWIMMING PAUL – Super High2: R3WIRE - Back Again (Extended Mix)3: KPD - Blow Up (Extended Mix)4: JAMES BROWN - I'm Black and I'm Proud - Say It Loud (Carl Cox Extended Remix)5: JIMI POLO, MICHAEL GRAY - Better Days (Extended Mix)6: MR. V, JORDAN BRANDO & LUUK VAN DIJK - Jus Dance (Extended Mix) 7: OLING & VIGGO DYST - My Friends8: ETHAN WALSH - Look Good (Franky Ricardo remix) LISTENERS' CHOICE8:         PUSH – Legacy   10: MK & ILLYUS BARRIENTOS - "Never Let You Go" (Extended Mix)11: DEVAULT - Zero (Extended Mix)12: PPJ – Me Pega13: ELI & FUR – Strange  TRIED & TESTED14: REISS RUBEN - The Flame (Original Mix) 15: HERMITUDE – Over You16: RAFAEL CERATO & EQUINØX - Let It Bang (Extended Mix)17: RIVER & SIGNUM  -What Ya Got 4 Me (Extended Mix) -  GUEST SELECTION:  SKYTECHChicane ft Moya Brennan - Saltwater (Original Mix) [Armada Music Bundles]Skytech & ANG - Shadows in the night (Extended) THE WARM UP SELECTION 18: KAI HILLMANN, VAKI - Don't Feel the Same (Extended Mix)19: VOLKODER – So Am I20: MAOR LEVI - Reflect (Extended Mix)21: COSMIC GATE & AVA SILVER – Let It All Out THE MAINSTAGE MIX  22: LEENA PUNKS - Ceasefire23: CHARLOTTE DE WITTE - A Prayer For The Dancefloor24: T E S T P R E S S - D.A.N.C.E 25: ENTASIA, SIL & OLAV BASOSKI - Windows 26: ARGY, OMNYA - Aria (Omiki Remix) 27: MAURO PICOTTO & T78 - Papeye28: WILL ATKINSON & BARTHEZZ – On The Move29: BEN GOLD & CIS - It Really Don't Matter 

I can't say I agree with everything my friend @Scottslifeeh said in this 65-minute conversation. Still, I acknowledge that the argument he presented is internally coherent and explains much of today's geopolitical tensions. It's always a pleasure to talk with him. I'm curious to what extent you agree with his theory about Trump as a disruptor of the City of London / Anglo-financial empire.

In this episode of Excess Returns, we sit down with Neil Howe, author of The Fourth Turning Is Here and co-creator of the Fourth Turning generational framework, along with Ben Hunt of Epsilon Theory, to discuss where we are in the current cycle and what it means for markets, inflation, AI, capital flows, and America's long-term economic outlook. From the debasement trade and rising gold prices to global capital crowding out and the structural forces shaping productivity and growth, this conversation connects generational theory with real-world investing decisions. If you're thinking about inflation, deficits, AI capital spending, global diversification, or how to position defensively and offensively in a shifting macro regime, this discussion provides a powerful framework for navigating what may be a historic transition period.Topics CoveredThe Fourth Turning framework and where we are in the current crisis cycleWhy inflation is not a problem but a policy solution in major crisesThe collapse in US national savings and long-term deficit risksCapital flows, the debasement trade, and the future of the US dollarGold, commodities, and real assets in a regime shiftGlobal diversification and opportunities outside the United StatesAI capital spending, productivity gains, and the risk of overinvestmentCrowding out effects from government deficits and AI hyper scalingTrust, geopolitics, and the long-term implications for global marketsHealthcare, demographics, and structural investment themesDefensive and offensive positioning in a Fourth Turning environmentTimestamps00:00 Inflation as a solution and the generational crisis framework04:00 Explaining the Fourth Turning and historical crisis cycles12:55 Narratives, generational archetypes, and market behavior22:24 Is the Fourth Turning pessimistic or optimistic34:00 Inflation, gold, and the debasement trade40:00 Global capital flows and the reversal of US inflows50:00 AI capital spending and the K shaped capital markets55:09 Crowding out, deficits, and slow growth risks01:02:23 Defensive and offensive investment positioning01:09:31 Final thoughts on diversification, gold, and financials

Psalms 34:1-10

Global oil markets are no longer just about supply and demand—they are reshaping geopolitics in real time. In this episode of the STRAT podcast, retired Marine Intelligence Officer LtCol. Hal Kempfer breaks down how oil pricing and access are being used as strategic tools with far-reaching consequences. From pressure on Russia's war economy to Iran's vulnerability around the Strait of Hormuz, the ripple effects are global. The discussion explores how sanctions, tariffs, tanker seizures, and discounted crude are squeezing Russia's revenues, pushing Cuba toward a full-blown energy crisis, and placing China in an increasingly precarious position due to its dependence on cheap oil from sanctioned states. Kempfer also explains key oil benchmarks like Brent and WTI, the importance of U.S. shale production, and why today's environment differs fundamentally from past oil shocks. The result is a sober look at how energy strategy is quietly reshaping alliances, economies, and global stability.Takeaways:Oil prices are being actively shaped by U.S.-led strategyBrent and WTI benchmarks reveal critical geopolitical signalsRussia's oil revenues are collapsing under sanctions pressureTanker seizures are disrupting sanctioned oil supply chainsThe Strait of Hormuz remains a major global choke pointCuba faces an unprecedented fuel collapse and instabilityChina's reliance on discounted crude is becoming a liabilityEnergy pressure may accelerate regime change scenarios#STRATPodcast #HalKempfer #MutualBroadcastingSystem #StrategicRiskAnalysis #GlobalEnergy #OilMarkets #Geopolitics #EnergySecurity #RussiaUkraine #IranOil #ChinaEnergy #CubaCrisis #SanctionsPolicy #OilPrices #StrategicCompetition #NationalSecurity #EconomicWarfare #EnergyGeopolitics #GlobalStability #RiskAssessment

Ex 34:1-35:9, Matt 27:15-31, Ps 33:12-22, Pr 9:1-6

Alex Jones joins Patrick Bet-David for an explosive deep dive into the Epstein scandal, Pam Bondi's controversial hearing, and the alleged cover-ups inside the DOJ. Jones lays out his unfiltered theory on intelligence agencies, political elites, and the global power networks he believes are tied to Epstein, arguing the real story goes far beyond what the public has been told. From Democrats vs. Republicans to the handling of victims and sealed files, this conversation pulls no punches and challenges the official narrative at every turn.

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 Thursday Headline Brief of The Wright Report, Bryan unpacks a mysterious 10-day airspace shutdown over El Paso that officials blame on cartel drone activity, though conflicting reports suggest something far more serious may have been unfolding along America's southern border. He then shares troubling developments from Tucson following the kidnapping of Nancy Guthrie, raising broader concerns about cartel presence and sanctuary city policies in Southern Arizona. Bryan also covers a deadly school shooting in Canada tied to gender dysphoria and media language battles, escalating felony charges against anti-ICE agitators, a major court fight over detaining illegal migrants without bond, and renewed global pressure on Iran as President Trump considers military and economic escalation. The episode closes with updates from Syria, Nigeria, and Central America, where U.S. pressure campaigns are reshaping alliances and squeezing hostile regimes from Havana to Managua.   "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: February 12 2026 Wright Report, El Paso airspace shutdown cartel drone mystery, Ft Bliss directed energy test, Tucson kidnapping Nancy Guthrie, sanctuary city cartel presence Arizona, Canada trans school shooting media language debate, Title 18 Section 111 ICE felony charges, Fifth Circuit detention without bond asylum ruling, Iran nuclear escalation USS George H.W. Bush carrier group, ghost fleet tanker seizure plan, Syria al-Tanf base withdrawal, Nigeria ISIS U.S. trainers, Guatemala expels Cuban doctors, Nicaragua Ortega migrant flights crackdown

Our Global Head of Fixed Income Research Andrew Sheets explains how key market indicators reflect a constructive view around the global cyclical outlook, despite a volatile start to 2026.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Today I'm going to talk about the unusual alignment of a number of key indicators. It's Thursday, February 12th at 2pm in London. A frustrating element of investing is that any indicator at any time can let you down. That makes sense. With so much on the line, the secret to markets probably isn't just one of a hundreds of data series that a thousand of us can access at the push of a button. But many indicators all suggesting the same? That's far more notable. And despite a volatile start to 2026 with big swings in everything from Japanese government bonds to software stocks, it is very much what we think is happening below the surface. Specifically, a variety of indicators linked to optimism around the global cyclical outlook are all stronger, all moving up and to the right. Copper, which is closely followed as an economically sensitive commodity, is up strongly. Korean equities, which have above average cyclicality and sensitivity to global trade is the best performing of any major global equity market over the last year. Financials, which lie at the heart of credit creation, have been outperforming across the U.S., Europe, and Asia. And more recently, year-to-date cyclicals and transports are outperforming. Small caps are leading, breadth is improving, and the yield curve is bear steepening. All of these are the outcomes that you'd expect, all else equal, if global growth is going to be stronger in the future than it is today. Now individually, these data points can be explained away. Maybe Copper is just part of an AI build out story. Maybe Korea is just rebounding off extreme levels of valuation. Maybe Financials are just about deregulation in a steeper yield curve. Maybe the steeper yield curve is just about the policy uncertainty. And small cap stocks have been long-term laggards – maybe every dog has its day. But collectively, well, they're exactly what investors will be looking for to confirm that the global growth backdrop is getting stronger, and we believe they form a pretty powerful, overlapping signal worthy of respect. But if things are getting better, how much is too much. In the face of easier fiscal, monetary, and regulatory policy, the market may focus on other signposts to determine whether we now have too much of a good thing. For example, is there signs of significant inflation on the horizon? Is volatility in the bond market increasing? Is the U.S. dollar deviating significantly from its fair value? Is the credit market showing weakness? And do stocks and credit now react badly when the data is good? So far, not yet. As we discussed on this program last week, long run inflation expectations in the U.S. and euro area remain pretty consistent with central bank targets. Expected volatility in U.S. interest rates has actually fallen year-to-date. The U.S. dollar's valuation is pretty close to what purchasing power parity would suggest. Credit has been very stable. And better than expected labor market data on Wednesday was treated well. Any single indicator can and eventually will let investors down. But when a broad set of economically sensitive signals all point in the same direction, we listen. Taken together, we think this alignment is still telling a story of supportive fundamental tailwinds while key measures of stress hold. Until that evidence changes, we think those signals deserve respect. Thank you as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. And also tell a friend or colleague about us today.

A key component of Markus Schulz's acclaimed DJ mix show Global DJ Broadcast is the Collectors Editions Themed Series; time capsules of emotion, craft and musical storytelling. This edition concentrates on the slower paced but reflective and pensive tones of Deeper Shades - a journey weaved around slower paced trance, deeper progressive house and immersive cinematic themes. Designed for repeat listening through intricate listening, gentle walks and scenic drives, Deeper Shades embodies Markus Schulz's mantra of music as a best friend; a journey where meaning matters.    Whether you are discovering Deeper Shades for the first time or returning to add another chapter to your collection, this is a set designed to be revisited, remembered and kept close.   Tracklist:   01. Markus Schulz presents Dakota - Before the Light Knew Us 02. Dryra - Voyage 03. Tojogo - Soulrocker (Engelhart Remix) 04. Mike Kohl - City in Motion 05. Eli Nissan - Strings & Pearls 06. Gai Barone - Classrooms 07. Alex O'Rion & Ezequiel Arias - Solis 08. Jakhira & Northcat - Moog for Groove (Bjorn Salvador Remix) 09. Quivver - Consciousness 10. Keanler - Lost Home 11. Markus Schulz presents Dakota - Faultline (Das Pharaoh Remix) 12. Pole Folder & GMJ & Matter - Voyage Austral 13. Khen - Lyup 14. Guy Gerber - Rainchecks In Montreal (Roy Rosenfeld Remix) 15. Dirty South - Almost Human 16. Nora en Pure - Polar Lights 17. Guy J - Worlds Apart 18. John Creamer & Stephane K - I Wish You Were Here (Das Pharaoh Remix) 19. Juan Buitrago, Maximo Gambini & Julian Moreno - Blended 20. MXV - When I Needed You 21. Fahlberg - Make You Feel 22. Enzo Paradiso & JondeBruyne - Occasus 23. Ricardo Piedra - Siargao 24. Dave Neven - Vivification 25. Braxton - Karuru Falls 26. Marsh, Volen Sentir & XIRA - Different 27. Namatjira - Javu 28. Anton Tumas - Faxing Berlin  

Sidney Crosby's international achievements can't be matched. Hear award-winning columnist Dejan Kovacevic's Daily Shots of Steelers, Penguins and Pirates -- three separate podcasts -- every weekday morning on the DK Pittsburgh Sports podcasting network, available on all platforms: https://linktr.ee/dkpghsports Learn more about your ad choices. Visit megaphone.fm/adchoices

Global markets are leaning into growth. Following the upside surprise in U.S. non-farm payrolls — with 130,000 jobs added and unemployment falling to 4.3% — investors are focusing on economic resilience rather than fading hopes of aggressive rate cuts. MSCI's All-World index is trading near record highs, while South Korea's Kospi has crossed 5,500 for the first time. Attention now turns to initial jobless claims and the upcoming CPI print, which could shape expectations for the Federal Reserve's June decision. CME FedWatch odds for a rate hold have climbed to 40%. In the UK, GDP expanded just 0.1% in Q4, while industrial production fell unexpectedly. Meanwhile, Nuveen has agreed to acquire asset manager Schroders for $13.5 billion. In digital assets, crypto markets remain steady despite Blockfills halting withdrawals. BlackRock is deepening its move into tokenized finance, bringing its Treasury-backed BUIDL token to Uniswap through Securitize. Court drama surrounding FTX has resurfaced, and Kraken has replaced its CFO ahead of its public listing. A busy macro backdrop with institutional crypto developments accelerating beneath the surface.

America Out Loud PULSE with Malcolm Out Loud and Nicolas Hulscher – Have the vaccinated permanently damaged themselves, or are they completely beyond repair? Have you seen any signs that the mRNA can leave the body? Can the vaccine shed through intercourse or is it at a safe enough time from the vaccine that I shouldn't worry? ...

The Spleen broadcasts live from a stadium dumpster and becomes a white mage of Tinactin and banana peels. We try to figure out what makes sense of the recent Epstein files drama, the government's bold strategy of just lying about everything, make some predictions that are sure not to age poorly, and try to figure out why we both have had bad experiences with smoked Gouda cheese. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's Bonus Ep: Amber joins us from sunny Tenerife, Vogue's obsessed with bagels and poor little Otto's broken his collarbone. Plus, a lonely mam, Sandra's guilt trip messages, a dart to the eye, and more faecal dreams.Remember, if you want to get involved you can:Watch us on Youtube! CLICK HERE! or search Vogue & AmberEmail us at vogueandamberpod@gmail.com OR find us on socials @voguewilliams @ambrerosolero and @vogueandamberListen and subscribe to Vogue & Amber on Global Player or wherever you get your podcasts.Please review Global's Privacy Policy: https://global.com/legal/privacy-policy/

Exodus 39-40

1. Ya se siente el efecto del show de Bad Bunny en el mundo y en Estados Unidos 2. Nuevos números del gobierno para reforma contributiva evidencian la improvisación 3. Gobernadora crea, junta a Pablo José, grupo para defender los fondos de Medicaid 4. Con menos fondos federales entidades sin fines de lucro que luchan contra la violencia 5. Revive el temor de que el sector de la manufactura se afecte por el Impuesto Mínimo Global 6. Martes de energía con Ramón Luis Nieves 8. Piden citen a Secretaria de Justicia en caso de muerte de Gabriella NicoleSee omnystudio.com/listener for privacy information.

“You'd be surprised by some of the people coming to us who are working multiple jobs and are still really struggling.” Pam Brier, CEO, The Action Center

Podcast Description: In this episode of The Collector Car Podcast, I sit down with Alex Manos, founder of Beverly Hills Car Club, to talk about one of the most fascinating business models in the classic car world. From humble beginnings to becoming one of the largest classic car dealerships in the country, Alex shares how he built a global buying machine—acquiring everything from barn-find Jaguars and long-forgotten Ferraris to everyday classics that most dealers overlook. We dig into: How Beverly Hills Car Club sources hundreds of cars annually Why condition and presentation aren't always the priority The truth about buying sight unseen Trends he's seeing in international demand What types of cars are getting harder to find Advice for collectors looking to buy or sell in today's market Alex operates at scale in a way few in our hobby do, and whether you agree with his model or not, you can't ignore the impact he's had on the collector car ecosystem. If you've ever wondered how large-volume classic car operations really work behind the scenes—this one's for you. Listen in for an honest, wide-ranging conversation about supply, demand, margins, and the global appetite for classic cars. #CollectorCarPodcast #AlexManos #BeverlyHillsCarClub #ClassicCars #BarnFinds #CarCollector #CarDealerLife #CollectorCarMarket #VintageCars #AutomotiveEntrepreneur #CarFlipping #GlobalCarMarket

Psalms 33:12-22

BE WARNED: It's LuAnna, and this podcast contains honest, upfront opinions, rants, bants and general explicit content. But you know you love it!It's time to get TOTALLY EXTRA. Extra chat, extra rants, extra bants, extra stories, nonsense and more.On this week's Totally Extra: Videocalls in the changing room, constant food deliveries to the wrong house, unintentionally working for M&S, body counts, the most disgusting rate my fart we've ever had and a spirit channelling hedgehog. 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/

Ex 34:1-35:9, Matt 27:15-31, Ps 33:12-22, Pr 9:1-6

Jeramy Keetch, Director of Talent Acquisition at Nerdy, traces how his Midwestern upbringing and global service experiences shaped his leadership philosophy, one rooted in empathy and adaptability. He reflects on faith, family, and cross-cultural learning, connecting those lessons to AI-native talent practices that reveal potential beyond traditional résumés.Books mentioned:- Good to Great by Jim Collins- The Seven Habits of Highly Effective People by Steven Covey- Counseling With Our Councils by Elder BallardConnect with host James Mackey on LinkedIn!  Thank you to our sponsor, SecureVision, for making this show possible! Follow us:https://www.linkedin.com/company/82436841/SecureVision: #1 Rated Embedded Recruitment Firm on G2!https://www.g2.com/products/securevision/reviewsThanks for listening!

In this episode, Niall speaks with Olga Khazan, a staff writer at The Atlantic and author of “Weird” and “Me, But Better”. Drawing on research and personal experimentation, Olga shows how our personalities are more flexible than we often realise—and how intentional change can lead to greater fulfilment and success. In this conversation, they explore: — Why personality change often starts with letting go of limiting self-narratives — How Buddhist principles can reduce neuroticism and anxiety — Why acting against your natural tendencies sometimes brings unexpected benefits — The link between personality traits and life outcomes — How setting meaningful goals can support positive personality change And more. You can learn more about Olga's work at http://olgakhazan.com. --- Olga Khazan is a staff writer for The Atlantic. Prior to that, she was The Atlantic's Global editor. She has also written for the New York Times, the Los Angeles Times, the Washington Post, Forbes, and other publications. She is the author of Me, But Better: The Science and Promise of Personality Change and Weird: The Power of Being an Outsider in an Insider World. --- Interview Links: — Olga's website - https://olgakhazan.com — Olga's new book: Me, But Better - https://amzn.to/4rBLDly — Sneak peeks from Olga's book - https://olgakhazan.substack.com

In Part 1 of this two-part episode of the AgCulture Podcast, Paul Windemuller sits down with international swine consultant Todd Thurman to unpack the global forces reshaping the pork industry. From China's rapid transformation to consolidation, deconsolidation, and demographic decline, Todd explains why pork may be the clearest signal of where animal agriculture is heading next.Drawing on decades of experience across global pork systems, Todd challenges conventional narratives around growth, efficiency, and scale, and outlines why industry leaders must rethink long-held assumptions about demand, trade, and production systems in a rapidly changing world.MEET THE GUESTTodd Thurman is an international swine management consultant and the Founder & CEO of Swine Insights International. With over 25 years of global pork industry experience, Todd provides hard-hitting analysis of the challenges and opportunities facing animal agriculture.Having worked hands-on across 17 countries, Todd has partnered with some of the largest pork systems in the world, uncovering opportunities for improvement and helping organizations develop strategies to capture long-term value. In addition to his consulting work, Todd is a Strategic Foresight Practitioner and Demographic Analyst, whose research on geopolitical and demographic shifts in global food demand has served as a wake-up call for industry leadership.ABOUT THE PODCASTDiscover the world of agriculture with the "Ag Culture Podcast". This podcast will be a gateway for those passionate about agriculture to explore its global perspectives and innovative practices. Join Paul as he shares his experiences in the agricultural industry, his travels and encounters with important figures around the world. Available on YouTube, Spotify and Apple Podcasts.Subscribe at http://www.agculturepodcast.com and keep an eye out for future episodes, bringing insights and stories from the vibrant world of agriculture.(00:00) Introduction & global context(04:30) Why pork is a leading indicator(09:00) China's transformation and ASF(14:20) Consolidation and system fragility(19:10) Demographics and demand destruction(24:30) Efficiency ceilings in livestock(29:45) Transition to technology and foresight

From global trade shows to major tariff and trade developments, ABC's Global Technical and Regulatory Affairs team breaks down what matters most in highlights from their February Global Update. Tune in to this Almond Byte episode for key takeaways on international market access, evolving trade agreements, and why global engagement remains critical for U.S. almonds.

America Out Loud PULSE with Malcolm Out Loud and Nicolas Hulscher – Have the vaccinated permanently damaged themselves, or are they completely beyond repair? Have you seen any signs that the mRNA can leave the body? Can the vaccine shed through intercourse or is it at a safe enough time from the vaccine that I shouldn't worry? ...

This week we're lollygagging around a rapid fire covering a range of topics, animal Olympics, what a lap of shame would look like for sports outside of the Olympics, a Muppet movie swap, an AL East preview, and more! Do you have any questions or comments about Lollygagging Sports? Reach out to us on Bluesky: Bo Reed (@boreed009.bsky.social), Samantha Bunten (@samanthabunten.bsky.social‬), Lollygagging Sports (@lollygaggingpod.bsky.social). And on Twitter/X: Samantha Bunten (@samanthabunten), Matthew Irby (@IrbyStatMan), Lollygagging Sports (@LollygaggingPod).

Tony Connelly, Europe Editor, looks ahead to today's meeting of EU leaders aimed at strengthening the single market to ensure Europe can compete economically with China and the US.

This week we take a look at a new report from the Center for Global Development, which found that aid cuts have largely failed to spark reform in sub-Saharan Africa. The caveat, though, is that the authors analyzed national budget data from June 2025 — shortly after the U.S. announced its drastic cuts, meaning the analysis doesn't reflect efforts that have been taken since then. But still, it challenges the viability of current financing models and highlights growing risks to essential social spending in recipient countries. On the topic of sub-Saharan Africa, we examine the situation in Malawi, which is struggling to sustain critical health, education, and development programs after abrupt cuts to U.S. foreign aid exposed the country's heavy reliance on donor funding. Foreign aid cuts by the United States and the United Kingdom have also impacted the fight against female genital mutilation, hindering progress toward its elimination. To dig into these stories, and others, Senior Editor Rumbi Chakamba sits down with reporters Sara Jerving and Ayenat Mersie to discuss the top global development stories of the week. Sign up to the Devex Newswire and our other newsletters: https://www.devex.com/account/newsletters

Ex 34:1-35:9, Matt 27:15-31, Ps 33:12-22, Pr 9:1-6

 For decades, Saudi Arabia was ruled by ageing princes, until one young royal began changing the system from within.  This episode tells the story of Mohammed bin Salman, and how he rose rapidly to become Saudi Arabia's most powerful figure.  Saudi royal family is huge; succession once moved between brothers. Pressure grew to pass power to a younger generation. Mohammed bin Salman's early life, connections, and growing ambition. His father becomes king; MBS controls money and army. MBS replaces Mohammed bin Nayef as Crown Prince, 2017. Ritz-Carlton purge targets princes, businessmen; power and assets seized. Vision 2030: modernise society, move economy beyond oil. Global investments and NEOM aim to change Saudi image. Opponents targeted; Khashoggi murder shocks the world. Women driving, cinemas reopen; activists jailed, Yemen war continues. Full interactive transcript, subtitles and key vocabulary available on the website: https://www.leonardoenglish.com/podcasts/mohammed-bin-salman ---You might like:

Welcome to Greek News Global for 12 February 2026, with legendary Greek-Australian journalist, John Mangos. In this bulletin; Prime Minister Mitsotakis calls on Turkey to remove threats, the island of Aegina declares a state of emergency, rents in Greece to be legally forced above the table, and nominations open for Greek Woman of the Year.Send a textSupport the showEmail us at ouzotalk@outlook.comSubscribe to our Youtube: https://www.youtube.com/@OuzoTalkFollow us on Facebook: https://www.facebook.com/OuzoTalkFollow us on Instagram: https://www.instagram.com/ouzo_talk/

U.S. stocks give up an initial bounce as investors digest a mixed jobs report - the headline figure more than double expectations but growth for last year revised lower. German industrial giant Siemens raises its outlook after posting a 10% jump in first quarter orders, but Mercedes full year earnings more than halve as the automaker takes a €1 billion hit from tariff costs. And in Japan, Softbank notches a fourth straight quarter of profit, boosted by rising valuations of its stakes in AI giants Nvidia and Open AI.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ex 32:1-33:23, Matt 26:69-27:14, Ps 33:1-11, Pr 8:33-36