Podcasts about global economy

Stay informed on current events, visit www.NaturalNews.com  - Economic and Supply Chain Impacts of Trump's War Against Iran (0:11) - Globalist Puppets and Depopulation Agenda (1:52) - Joe Kent's Resignation and Criticism of Trump Administration (4:59) - Impact of Iran's Actions on Global Economy (26:16) - DeepSea Version Four and Its Implications (26:38) - Trump's Delusional Ego and the Implosion of His Presidency (48:35) - Economic Consequences of Prolonged Strait of Hormuz Closure (57:30) - Strait of Hormuz and Iranian Control (57:51) - Historical US-Iran Negotiations and Trust Issues (1:29:26) - Global Energy and Supply Chain Impact (1:30:53) - Helium and Sulfur Shortages (1:41:03) - Polyethylene and Copper Shortages (1:48:58) - Force Majeure Declarations and Financial Implications (1:52:39) - Trump's Role and Global Reactions (1:55:43) - Conclusion and Call to Action (2:04:39) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

8. Edmund Fitton-Brown (SEG 8):Fitton-Brown discusses the global economy being held hostage by Iran and potential strategies like seizing Kharg Island. He analyzes Houthi restraint and the potential for a dangerous "fourth front" in Yemen. (9)1907 PERSIA

Stay informed on current events, visit www.NaturalNews.com  - Trump's Global Plea for Naval Support (0:11) - Trump's Misguided Foreign Policy (3:32) - Trump's Delusional War Strategy (7:01) - Europe's Rejection of Trump's War (11:49) - Trump's Destruction of US Credibility (13:25) - Impact of the War on Global Economy (21:41) - Silver Market Outlook (21:59) - Introduction of Free Audio Books (48:27) - Testing of Bottled Water for Microplastics (1:04:26) - Microscopy Videos and Health Ranger Store Access (1:18:30) - Historical Cancer Rates and Causes (1:20:14) - Epigenetics and Dietary Factors (1:23:05) - Natural Dietary Habits and Supplements (1:26:01) - Homeopathic Remedies and DMSO (1:30:03) - Challenges in Veterinary Medicine (1:35:08) - Nutritional Strategies for Pets (1:42:59) - The Truth About Pet Cancer Documentary (1:45:05) - Final Thoughts and Call to Action (1:48:05) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

Stay informed on current events, visit www.NaturalNews.com  - Special Report on the War in the Middle East (0:10) - US Military Losses and Global Reputation (2:43) - Economic and Social Implications of the War (7:34) - Trump's Delusional Behavior and Iran's Strategy (12:18) - Preparation and Survival Strategies (56:05) - The Role of AI in Government and Society (57:02) - The Impact of the War on Financial Institutions (1:15:32) - The Escalation of the Conflict (1:23:32) - Preparation for Economic and Food Collapse (1:24:12) - Strait of Hormuz and Iranian Tensions (1:26:49) - Netanyahu's Disappearance and Potential Kidnapping (1:29:10) - Impact of Strait of Hormuz Closure on Global Economy (1:43:06) - Engineered Famine and Global Depopulation (1:46:08) - Zionist Influence and Geopolitical Manipulation (1:56:39) - Trump's Misleading Statements and Military Strategy (2:28:43) - Global Supply Chain Disruptions and Economic Impact (2:28:56) - Historical and Biblical Parallels to Current Conflict (2:30:30) - Final Thoughts and Future Projections (2:31:01) - Human Osmotic Pressure and Disease Spread (2:31:16) - Historical Famines and Government Collapse (2:33:37) - Famine's Long-Term Effects and Historical Examples (2:35:44) - Typhus and Pandemic Concerns (2:37:21) - Historical Famine Survival Techniques (2:40:36) - Modern Famine and Depopulation Agenda (2:44:17) - The Role of AI in Depopulation (2:47:31) - Preparation for Future Famines and Conflicts (2:51:41) - Final Thoughts and Contact Information (2:52:08) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

The price of oil has risen by over 40% since the start of the war with Iran, and shipping through the Strait of Hormuz -- which sees roughly 20 million barrels of oil transit daily -- has come to a virtual halt. Past oil price spikes have driven inflation higher, and weakened economies worldwide. What do the current disruptions portend for oil markets, and global economic growth? How might these disruptions reshape energy production in the short run and the long run? David Victor joins EconoFact Chats to discuss these questions. David is a Distinguished Professor of innovation and public policy at the School of Global Policy and Strategy at UC San Diego. He is also co-director of UCSD's Deep Decarbonization Initiative.

Not a soul on this planet knows what comes next in the war theater. Because that’s war. But we can anticipate what comes next for the U.S. and global economy, or at least game out certain scenarios. This isn’t just another discretionary “police action” on the other side of the world or a simple regime change. This war is wired directly into the global energy, food, and financial systems. But a proper analysis must acknowledge how the circumstances of the U.S. economy and our monetary and fiscal policies have changed. There is no direct antecedent to the situation in which we find ourselves, which makes the folly of this war all the more absurd. We didn’t just launch a war. We may have just pulled the fire alarm on the entire world economy. Resources John J. Mearsheimer: Big Trouble Ahead in Iran U.S. Energy Information Administration: Amid regional conflict, the Strait of Hormuz remains critical oil chokepoint EnergyNow: CHARTED: Oil Trade Through the Strait of Hormuz by Country Reuters: Asia’s oil and LNG dependence on the Middle East Institute for Economics & Peace: Economic Consequences of War on the U.S. Economy Global Institute for Sustainable Prosperity: Modern Money and the War Treasury Federal Reserve Bank of Cleveland: Fiscal Dominance and US Monetary: 1940–1975 UNFTR Resources Video: Iran War Could Wreck the Entire World Economy Essay: The Iran War Could Wreck the Global Economy. -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility.Support the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.

Emerging markets are back in focus in 2026 — not just as a cyclical trade, but as investors reassess performance leadership, diversification, and where growth is showing up in a shifting global paradigm. After a long stretch of disappointing returns, emerging markets have started the year strongly, alongside record interest from global investors. But the case for EM today is less about a single story — and more about dispersion across countries, sectors, and themes.In this episode of The Bid, host Oscar Pulido is joined by Alex Brazier, Global Head of Investment and Portfolio Solutions, and Sam Vecht, Portfolio Manager on BlackRock's Global Emerging Markets Equities team. Alex shares what he's hearing from investors across the U.S. and Europe, including the role of flows, sentiment, and portfolio positioning. Sam brings a bottom-up perspective on how emerging markets have evolved over the past two decades — and why market pricing hasn't always reflected economic progress.Together, they explore why emerging markets may play a different role in portfolios today: providing exposure to distinct parts of the AI buildout, offering potentially different valuation and earnings dynamics than developed markets, and responding differently to U.S. dollar moves. The conversation also highlights where opportunities may be emerging beneath the surface — from under-owned regions like Latin America and parts of the Middle East, to shifting sentiment around India — while underscoring the reality that EM remains volatile, cyclical, and highly heterogeneous.Key moments in this episode:00:00 Introduction01:56 Why emerging markets are drawing renewed investor attention in 202604:58 Two Decades of Underperformance06:16 Explaining The Diversification Mirage10:31 Where emerging markets can broaden portfolios — and where correlations still matter13:00 How Investors Can Get Exposure To Emerging Markets16:55 How dispersion across regions is driving more selective, active approaches19:09 Conclusions and Next EpisodeSources: BlackRock, data based on 1,245 EMEA survey submissions in February 3rd rapid response client call; BlackRock calculated using Aladdin data; “World Economic Outlook, Global Economy in Flux, Prospects Remain Dim”, IMF, October 2025; Bloomberg as at Dec 2025; BlackRock, Global Business Intelligence, as at 20 Feb 2026; BlackRock, Morningstar, Aladdin. Portfolio average allocation based on 166 Europe-domiciled Morningstar moderate-risk multi-asset FoF portfolios, positioning as of 31 December 2025. Global index refers to MSCI All Country World Index.Emerging markets, Emerging markets investing, Capital markets, Global diversification, AI investing, U.S. dollar, Latin America equities, India markets, Middle East markets, Global portfolio strategyThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Geopolitical strategist Peter Zeihan joins Scott Galloway to discuss the escalating war between the United States, Israel, and Iran – and what it could mean for the global economy. They break down the risk of disruptions to oil supply in the Middle East, why energy markets are on edge, and how the conflict could impact global growth. Peter also explains what the war could mean for China, Europe, and the future of globalization. We're also now live on Substack.Subscribe at profgmedia.com to get ad-free versions of all our podcasts, the full archive of Scott's newsletters, and exclusive content including deep dives, livestream conversations, and subscriber Q&As. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Markwayne Mullin fails his first test. Lindsey Graham wants to blow the Iranian people. The markets are getting Blackrocked. OpenAI and Oracle have a bit of a cash crunch. Dario Amodei is full of shit. What Crude markets tell us about the war. Truth bombs from the House of El. Actual journalism on Iran from American Prestige and Dissent Magazine. ProPublica doin’ the lord’s work and Persopolis. Chapters Quick Takes: 00:00:36 Max Notes: 00:06:44 KLTW: 00:15:02 Headlines: 00:17:04 Pod Love: 00:18:26 Book Love: 00:19:27 Outro: 00:20:04 Resources Bloomberg: BlackRock $26 Billion Private Credit Fund Limits Withdrawals Forbes Greatest Business Stories of All Time: Charles Merrill and the Democratization of Stock Ownership IRA Financial: Trump, Alternatives, and the Solo 401(k): The Retirement Plan That Paved the Way for Alts in 401(k)s Bloomberg: BlackRock’s Retail Private-Credit Hopes Run Into Market’s Angst House of El: DOLLAR COLLAPSE: Japan to DUMP $1.2T in US Treasuries After Trump Cuts 95% Oil Supply Dissent Magazine: War, Revolt, and Iran's Unfinished Struggle Grist: Kristi Noem all but killed FEMA. Will her departure save it? ProPublica: Explore Financial Disclosures From President Trump and 1,500 of His Appointees ProPublica: Event: How to Use Our News App of Disclosures From Political Appointees Pod Love American Prestige: War in the Gulf and the Global Economy w/ Esfandyar Batmanghelidj Book Love Marjane Satrapi: Persepolis UNFTR Resources Video: On The Record (3-9-26). Video: MTN Macro Take (3-7-26). Episode: Trump Accounts. -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility.Support the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.

Hawk and Mr. Global discuss the Iran War and the global impact on Oil and Gas. A few more weeks of this could plunge the world into a global recession, and there is no end in sight at this point. Rumors of Iran placing mines in the Straight of Hormuz are running rampant, all governments are lying and making up false narratives to further their own political agendas and nobody can be trusted as a legitimate source of truth. A truly dystopian time we are living through right now both in the United States and also in the world. Like Iran and Israel, the United States is no longer trustworthy for information. The Trump administration has demonstrated how willing they are to lie to further Donald Trump's political agenda of remaining in power, avoiding accountability as it relates to the Esptein Files and in all likelihood staying out of prison in the long term. Follow Mr. Global Here: YouTube: https://www.youtube.com/@MrGlobalYouTube Facebook: https://www.facebook.com/share/1FtrrU2jkZ/?mibextid=wwXIfr Substack: https://substack.com/@mrglobal?r=3el796&utm_medium=ios&utm_source=profile SUPPORT & CONNECT WITH HAWK- Support on Patreon: https://www.patreon.com/mdg650hawk - Hawk's Merch Store: https://hawkmerchstore.com - Connect on TikTok: https://www.tiktok.com/@mdg650hawk7thacct - Connect on TikTok: https://www.tiktok.com/@hawkeyewhackamole - Connect on BlueSky: https://bsky.app/profile/mdg650hawk.bsky.social - Connect on Substack: https://mdg650hawk.substack.com - Connect on Facebook: https://www.facebook.com/hawkpodcasts - Connect on Instagram: https://www.instagram.com/mdg650hawk - Connect on Twitch: https://www.twitch.tv/mdg650hawk ALL HAWK PODCASTS INFO- Additional Content Available Here: https://www.hawkpodcasts.comhttps://www.youtube.com/@hawkpodcasts- Listen to Hawk Podcasts On Your Favorite Platform:Spotify: https://spoti.fi/3RWeJfyApple Podcasts: https://apple.co/422GDuLYouTube: https://youtube.com/@hawkpodcastsiHeartRadio: https://ihr.fm/47vVBdPPandora: https://bit.ly/48COaTB

It could be that the US-Israel war with Iran ends soon. That was the message from Donald Trump this week. But it may not. The longer the war continues the more collateral damage to the world economy. Mostly because of the impact of energy prices. But why are we all so vulnerable still to events in one small part of the world and one tiny channel, the infamous Strait of Hormuz? David Aaronovitch asks what it tells us about the problems of global energy and oil dependency and what could be done to alleviate them.Guests: Ben Chu, Policy and Analysis Correspondent, BBC Verify Duncan Weldon, Economist and author Bill Farren-Price, Senior Research Fellow and Head of Gas Research at the Oxford Institute for Energy Studies Rosemary Kelanic, Director of the Middle East Program at Defense PrioritiesPresenter: David Aaronovitch Producers: Caroline Bayley, Nathan Gower and Kirsteen Knight Production Co-ordinator: Maria Ogundele Sound engineer: Neil Churchill Editor: Richard Vadon

On this episode of Power & Market, Ryan, Connor, and Tho look at the economic fallout from the war in Iran. How has Iran been able to control the Strait of Hormuz? How might central bankers react? And draft talk out of Washington? Tune in to hear about this and more, as well as a preview of next week's Libertarian Scholars Conference and Austrian Economics Research Conference.

The war between the U.S., Israel, and Iran could send shockwaves through the global economy.Energy markets, shipping routes, fertilizer supply, and cloud infrastructure are all at risk. Even a short disruption could drive inflation, food shortages, and economic instability worldwide.Rania Khalek speaks with economist Yanis Varoufakis, former Finance Minister of Greece, about why this conflict could become one of the most economically disruptive wars in decades.

Chief Macro Strategist at Clocktower Group, Eric Wallerstein, explores how shifting geopolitics, Trump-era monetary policy, and structural economic forces are reshaping global macro. We cover tariffs, the dollar, Iran-driven market shocks, Fed balance sheet strategy, and the future of bank regulation. Along the way, we also unpack AI productivity, repo market fragility, and why Latin America could be the next macro frontier. Enjoy! __ Follow Eric: https://x.com/ericwallerstein Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://x.com/ForwardGuidance Follow Blockworks: https://x.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. — Timestamps: (00:00) Intro (02:48) Eric's Wild Year At the Fed (07:26) Tariffs And The Role of the Dollar (14:15) Iran War Market Fallout (19:46) The Energy Shock vs Growth & Rates (24:55) Unpacking The "Donroe Doctrine" (31:29) Ads (Coinbase, Arkham) (33:12) Buying The Americas (35:56) Fixing The Fed Balance Sheet (40:29) Repairing Repo (43:23) The Coming Warsh Era (47:56) Productivity Growth vs The Fed (54:00) The Fed's Duration Plan & The Treasury-Fed Accord (58:06) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket

In this explosive episode of On the Record, economist Christian Briggs sits down with political strategist Chris Walker for a brutally honest breakdown of the Iran conflict, the global oil crisis, and the political earthquake it could trigger in the 2026 and 2028 elections. What begins as a discussion about Middle East tensions quickly spirals into a much bigger question: Did the Iran strikes just light the fuse on a global economic chain reaction?The conversation opens with a shocking warning from Saudi Aramco CEO Amin Nasser, who says the Iran conflict could be the largest crisis ever faced by the global oil and gas industry. Oil briefly surged toward $120 a barrel, markets panicked, hedge funds lost billions, and entire economies in Asia and Europe reportedly teetered on the brink. Briggs and Walker explain why this isn't just a Middle East story—it's a global supply chain shock that touches everything from agriculture and airlines to manufacturing and grocery prices.And the ripple effects are brutal. Higher oil prices mean higher transportation costs, higher food prices, shrinking consumer spending, and potentially stagflation-like conditions reminiscent of the COVID economic shock—except this time energy prices are soaring instead of collapsing. Briggs warns that oil still sits 50% higher than at the start of the year, and if the Strait of Hormuz disruption continues, inflation and economic pain could accelerate worldwide.But the most controversial part of the episode isn't the economics—it's the strategy behind the conflict. Walker argues that Donald Trump is playing a long geopolitical game aimed squarely at China, using moves in Venezuela and Iran to cut off Chinese energy access and restore American leverage in global resources and supply chains.Then the conversation turns political—and it gets even more intense. The hosts warn that sky-high fuel costs and affordability pressure could devastate Republicans in the 2026 midterms, potentially costing them the House and threatening the Senate majority. Younger voters already frustrated with housing costs, gas prices, and foreign conflicts could swing the political balance dramatically.They also explore another uncomfortable reality: Republicans may be losing the messaging war, especially with voters under 40 who consume information differently and increasingly distrust traditional institutions and foreign interventions.By the end of the episode, Briggs and Walker leave listeners with a chilling thought:The Iran conflict might not just reshape the Middle East—it could reshape the American political map, the global economy, and the future of U.S. power.If oil, elections, and geopolitics are all colliding at once… this episode explains why the next two years could change everything.

Your daily news in under three minutes. At Al Jazeera Podcasts, we want to hear from you, our listeners. So, please head to https://www.aljazeera.com/survey and tell us your thoughts about this show and other Al Jazeera podcasts. It only takes a few minutes! Connect with us: @AJEPodcasts on Twitter, Instagram, Facebook, and YouTube

Michael Pettis, senior fellow at the Carnegie Endowment and co-author of Trade Wars Are Class Wars: How Rising Inequality Distorts the Global Economy and Threatens International Peace, joins Mark Sobel, chief economist and vice chair at OMFIF, to discuss the insuperable obstacles China faces in seeking to escape its wasteful investment-led growth model and instead boost consumption and services.

Plus: Kristi Noem is fired as DHS secretary, a listener asks about libertarian drug use, and new polling reveals Americans distrust AI and each other.

Iran names Ayatollah Ali Khamenei's son, Mojtaba Khamenei, as the new supreme leader. Plus, global central bankers are eying the jump in crude prices and the impact on inflation, and Gulf businesses seek more insurance coverage as the war in Iran continues. And, fears of food price spikes are growing.Mentioned in this podcast:Mojtaba Khamenei becomes Iran's supreme leaderOil surges past $100 a barrel for the first time in four yearsQatar warns war will force Gulf to stop energy exports ‘within days'Iran war muddles expectations of likely Federal Reserve interest rate cutsFertiliser disruption from Iran conflict prompts global food shortage warningsNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted by Victoria Craig, and produced by Julia Webster. Our show was mixed by Alex Higgins. Additional help from Peter Barber. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT's Global Head of Audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Global oil prices surge as Israel bombards Iran's energy infrastructure. Plus: Tony Blair tries to goad Keir Starmer into joining the US and Israel's war on Iran, and Mojtaba Khamenei is announced as Iran's new head of state. With Michael Walker, Jasmine El-Gamal, Kojo Koram & Eskandar Sadeghi-Boroujerdi.

Hasnain Malik⁠, Head of Investment Strategy at ⁠Tellimer⁠, joins ⁠Tellimer⁠ Founder & CEO, ⁠Duncan Wales⁠, to discuss the rapidly escalating conflict between the US, Israel, and Iran, and the potential consequences for global markets. Drawing on Hasnain's three decades of experience in MENA and analysing geopolitics and emerging market investment strategy, the conversation explores whether the war could expand across the region, what a destabilised Iran might mean for Middle East politics, and why a collapse of the Iranian regime could open the door to even greater instability. They also examine the risks to global energy supply through the Strait of Hormuz, the political pressures facing leaders in Washington and Tel Aviv, and how investors should think about positioning in emerging markets if oil prices and geopolitical risk remain elevated.The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠ – Emerging Markets, Connected. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.DISCLAIMERThis podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Technologies Limited does not offer or provide advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. 

March 6 2026; 6pm; MS NOW's Jason Johnson sits down with economist Justin Wolfers and award-winning author Juanita Tolliver to break down President Trump's sputtering economy. Plus, Congressman Seth Moulton to discuss the latest on the Iran war. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Subscribe now⁠ to skip the ads and get all of our breaking news specials.  Derek welcomes back Esfandyar Batmanghelidj, founder and CEO of the Bourse and Bazaar Foundation and professor at Johns Hopkins University, to discuss the economic consequences of the Iran war and its implications for the Gulf and the global economy. They discuss Iran's strikes on Gulf infrastructure, disruptions to shipping and energy routes through the Strait of Hormuz, risks to logistics hubs like Dubai and Doha, rising oil prices, the vulnerability of global supply chains, and the potential long-term economic impact of the conflict on the Gulf. Read Esfandyar's article in Foreign Policy, “The Iran War Is Jeopardizing the Entire Global Economy.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Derek welcomes back Esfandyar Batmanghelidj, founder and CEO of the Bourse and Bazaar Foundation and professor at Johns Hopkins University, to discuss the economic consequences of the Iran war and its implications for the Gulf and the global economy. They discuss Iran's strikes on Gulf infrastructure, disruptions to shipping and energy routes through the Strait of Hormuz, risks to logistics hubs like Dubai and Doha, rising oil prices, the vulnerability of global supply chains, and the potential long-term economic impact of the conflict on the Gulf.Read Esfandyar's article in Foreign Policy, “The Iran War Is Jeopardizing the Entire Global Economy.”Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this deep dive, Zaid breaks down why the Strait of Hormuz matters so much to the global economy, and why a prolonged disruption could send shockwaves through energy prices, inflation, and global economic growthFollow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Check out the Public app for incredible investing tools and to support the show (LINK)

Block is planning to lay off nearly half its workforce in what it calls a 'deliberate and bold' embrace of AI, while eBay cuts 800 jobs citing AI transformation. This wave of AI-driven layoffs raises critical questions about the future of work and whether these productivity gains will translate to sustainable profits for shareholders.Today's Stocks & Topics: Broadcom Inc. (AVGO), Market Wrap, Gold Royalty Corp. (GROY), The Great AI Job Displacement: Block, eBay Cut Thousands as AI Reshapes Workforces, Lululemon Athletica Inc. (LULU), Mobileye Global Inc. (MBLY), The Global Economy and The Middle East Conflict, The Citrini Report, Aluminum Supply.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Markets are rattled as geopolitical risk collides with stubborn inflation and rising interest rates. In this episode of the Cents of Security Podcast, host Mary MacNamara is joined by Jose Torres, Senior Economist at Interactive Brokers, to break down what's driving the latest volatility—from surging oil prices and elevated yields to weakening AI momentum and cracks in private credit. They unpack why traditional safe havens aren't behaving as expected, how investors are positioning beneath the surface, and what China's slowing growth means for global demand.

Economic history has been written by men, for men and about men, giving the impression that – until recently – the economy was “just for men”. This lecture rescues from obscurity the many female producers, bankers, and economic revolutionaries who, over the course of human history, have transformed our economic fortunes. It reveals how as women's economic opportunities have ebbed and flowed, so too have the fortunes of nations, providing a fresh perspective on the “rise and fall” of civilisations and illuminating our own prospects for the future.This lecture was recorded by Dr Victoria Bateman on the 6th of November 2025 at Barnard's Inn Hall, LondonDr Victoria Bateman is an economic historian and author of books including Economica: A Global History of Women, Wealth and Power (Headline Press, August 2025), Naked Feminism: Breaking the Cult of Female Modesty (Polity, 2023) and The Sex Factor: How Women made the West Rich (Polity, 2019). She has twenty years' experience teaching economics and economic history at the Universities of Oxford and Cambridge, and is a Fellow of the Royal Historical Society and the Royal Society of Arts.  Victoria was resident economic historian for BBC Radio 4's “Understand: the economy” and has written for Bloomberg, Times Higher Education, The Guardian, CapX and The Telegraph, offering longer-form perspectives on history and the economy. In addition to her writing, Victoria works behind the scenes as a historical consultant for period dramas. The transcript of the lecture is available from the Gresham College website: https://www.gresham.ac.uk/watch-now/women-economyGresham College has offered free public lectures for over 400 years, thanks to the generosity of our supporters. There are currently over 2,500 lectures free to access. We believe that everyone should have the opportunity to learn from some of the greatest minds. To support Gresham College's mission, please consider making a donation: https://www.gresham.ac.uk/get-involved/support-us/make-donation/donate-today Website:  https://gresham.ac.ukX: https://x.com/GreshamCollegeFacebook: https://facebook.com/greshamcollegeInstagram: https://instagram.com/greshamcollegeBluesky: https://bsky.app/profile/greshamcollege.bsky.social TikTok: https://www.tiktok.com/@greshamcollegeSupport Us: https://www.gresham.ac.uk/get-involved/support-us/make-donation/donate-todaySupport the show

Conflict in the Middle East, a surge in oil and gas prices, and a surprise drop in US payrolls – it's been a turbulent week for the global economy.In the latest episode of The Weekly Briefing, Capital Economics Group Chief Economist Neil Shearing joins David Wilder to discuss what the spreading Middle East conflict and sharp spike in energy prices mean for global growth and inflation, and why the latest US jobs report may not signal a major slowdown.Later, Senior Climate and Commodities Economist Kieran Tompkins explains the scale of disruption in global oil and gas markets, whether alternative supply can offset the shock and what the longer-term implications could be for energy markets.Read all our key insight into the Middle East conflict here:https://www.capitaleconomics.com/key-issues/iran-conflictGet in touch for a trial to our platform:podcast@capitaleconomics.com

On this episode, Watson School Dean and economist John Friedman talks with economist Sebnem Kalemli Ozcan about how U.S. economic policy in the last year has changed the American economy, how those changes have rippled throughout the global economic and financial system, and what it means for America's place in a rapidly evolving international order.Sebnem Kalemli Ozcan is a professor of economics at Brown and the director of the Global Linkages Lab, a collaborative research hub dedicated to deepening our understanding of globalization. Starting in July, she'll also be serving as the director of the Watson School's Rhodes Center for International Economics and Finance.John Friedman is Vascellaro Family Dean of the Watson School, and Briger Family Distinguished Professor of Economics and International and Public AffairsTranscript coming soon to our website.Watch this episode of Trending Globally on YouTube.

Trump has brought the US into war with Iran. Ryan, Tho, and Connor talk about the initial execution, the domestic fallout, the global costs, and what may come next.

Markets haven't exactly been calm since the conflict in Iran started. But are they mispricing the risks of a bigger economic blow-up? And how does this conflict compare with what happened after Russia invaded Ukraine? Host Soumaya Keynes discusses these questions with Robin Brooks, author of the Shadow Price Macro substack and senior fellow in the Global Economy and Development program at the Brookings Institution. Subscribe to Soumaya's show on Apple, Spotify, Pocket Casts or wherever you listen.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

 Operation Epic Fury – The War with Iran Begins! The Middle East has reached a breaking point. Following the massive joint U.S.-Israeli strikes launched on February 28, the world is grappling with a rapidly expanding conflict. In this emergency episode, we analyze the strategic objectives of "Operation Epic Fury" and "Operation Roaring Lion," the reported death of Supreme Leader Ali Khamenei, and the subsequent waves of Iranian retaliatory strikes across the Gulf.We break down the military significance of the air superiority established over Tehran, the closure of the Strait of Hormuz, and the humanitarian crisis unfolding on the ground. Join us as we speak with defense analysts and regional experts to discuss whether this "four-week" operation can actually achieve its goal of regime change or if we are witnessing the start of a prolonged regional war.In this episode:The Decapitation Strike: Analyzing the attack on the Supreme Leader's office.Regional Fallout: Retaliation in Kuwait, Qatar, and Saudi energy sites.Global Impact: Why gas prices are surging 40% and what it means for the global economy.The Future of Iran: Can an interim leadership council maintain control?WebsiteFollow on X Follow on YoutubeFollow  Purple Pit Studios on X

Much of your technology - your phone, your kid’s ipad, your electric car… wouldn’t function without computer chips. They’re basically tiny pieces of silicon semiconductor wafers that drive our tech-focused economy. And their supply chain is highly centralized. Most chips come from just one country, Taiwan. And Taiwan is in a very delicate geopolitical position. China has claimed sovereignty over the island democracy since the founding of the PRC, in 1949. If China ever decided to exert its claims using military force – that could put chip production in danger. Potentially leading to the largest economic downfall since the Great Depression. According to documents obtained by the New York Times, it’s an issue tech companies here in the US have known about for years, and have largely tried to ignore. Guest: Tripp Mickle, Silicon Valley reporter for the New York Times Related stories: The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored - NYT Nvidia’s Quarterly Profit Hits $43 Billion on Strong A.I. Chip Sales - NYT Thank you to the supporters of KUOW, you help make this show possible! If you want to help out, go to kuow.org/donate/soundsidenotes Soundside is a production of KUOW in Seattle, a proud member of the NPR Network.See omnystudio.com/listener for privacy information.

Subscribe to the new Macro Musings YouTube Channel! Chris Meissner is a professor of economics at University of California at Davis and is the author of the recent book One from the Many: The Global Economy Since 1850. In Chris's first appearance on the podcast he discusses the historical bend towards greater globalization, how we should really define the global economy, the impact of the Great Financial Crisis on globalization and populism, the scope of globalization from the 1820's to today, the validity of the China Shock, the United States' current move away from globalization, and much more. Check out the transcript for this week's episode, now with links. Recorded on February 19th, 2026 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow Chris Meissner on X: @CmicMeissner Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Timestamps 00:00:00 - Intro 00:01:50 - History Tends Toward Globalization 00:05:55 - What Is the Global Economy? 00:19:08 - Great Financial Crisis 00:22:15 - First Wave of Globalization: 1820–1914 00:29:42 - Interwar Period: 1918–1938 00:40:51 - Post-War Bretton Woods Arrangement 00:49:36 - The China Shock 00:55:40 - Detour from Globalization 00:59:44 - Outro

What are the consequences for oil and gas prices of Iran's retaliation? Will the primary impact be higher inflation or lower growth, and what does this mean for interest rates? And are we heading for a stock market crash? Robert and Steph also explain why the war is a nightmare for Rachel Reeves as she prepares tomorrow's spring statement and for Starmer's hopes of reducing the cost of living The Rest is Money is brought to you by Octopus Energy, Britain's smart energy pioneer. Email: ⁠⁠⁠⁠⁠⁠⁠⁠the⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠restismoney@goalhanger.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@RestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Advertise with us: Partnerships@goalhanger.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

BUY GOLD HERE: https://firstnationalbullion.com/schedule-consult/ Avoid CBDCs and work with Mark Gonzales! HELP SUPPORT US AS WE DOCUMENT HISTORY HERE: https://gogetfunding.com/help-keep-wam-alive/# Josh Sigurdson talks with Mark Gonzales about the escalation of the Iran War as French President Emanuel Macron calls for nuclear arms to potentially be used. President Trump says while the fight may go on for 4 or 5 weeks, it can go on as long as he wants and could be much longer. He claims it's possible there will be US military boots on the ground in Iran and that we've barely seen anything yet. Marco Rubio echoed these statements. As this happens, the Strait of Hormuz has been shuttered, shocking the supply chain internationally. The UAE stock market was shut down for Monday and Tuesday. The largest oil refinery in the world was bombed in Saudi Arabia. While Iran was blamed, Iran claims Israel was behind the attack. Meanwhile, Israel's stock market in Tel Aviv is at all time highs. We are clearly seeing signs of a massive global economic shift and China is panic buying gold in the face of this. Dubai's gold market is facing shortages and lengthy delivery times. If one wonders why Basel 3 was implemented in late 2024 bringing in bail in regimes, this may explain it. Of course they did not do this for nothing. They did it to use these policies eventually. In the face of emergency, people are flooding into gold and silver and there is no sign this will calm. This is exactly how emergency orders will be forced. Meanwhile, Pete Hegseth is claiming there may be attacks inside the United States. This is absolutely insane. While there is a lot of fear surrounding this issue, it's important to know there are solutions, assuming people don't just sit around waiting to "see what happens." This is the epitome of a world war scenario right now. Don't be caught sitting on your hands. Stay tuned for more from WAM! Get Your SUPER-SUPPLIMENTS HERE: https://vni.life/wam Use Code WAM15 & Save 15%! Life changing formulas you can't find anywhere else! GET HEIRLOOM SEEDS & NON GMO SURVIVAL FOOD HERE: https://heavensharvest.com/ USE Code WAM to save 25% plus free shipping! Get local, healthy, pasture raised meat delivered to your door here: https://wildpastures.com/promos/save-20-for-life/bonus15?oid=6&affid=321 USE THE LINK & get 20% off for life and $15 off your first box! DITCH YOUR DOCTOR! https://www.livelongerformula.com/wam Get a natural health practitioner and work with Christian Yordanov! Mention WAM and get a FREE masterclass! You will ALSO get a FREE metabolic function assessment! GET YOUR APRICOT SEEDS at the life-saving Richardson Nutritional Center HERE: https://rncstore.com/r?id=bg8qc1 Use code JOSH to save money! SIGN UP FOR HOMESTEADING COURSES NOW: https://freedomfarmers.com/link/17150/ Get Prepared & Start The Move Towards Real Independence With Curtis Stone's Courses! GET YOUR WAV WATCH HERE: https://buy.wavwatch.com/WAM Use Code WAM to save $100 and purchase amazing healing frequency technology! GET ORGANIC CHAGA MUSHROOMS HERE: https://alaskachaga.com/wam Use code WAM to save money! See shop for a wide range of products! GET AMAZING MEAT STICKS HERE: https://4db671-1e.myshopify.com/discount/WAM?rfsn=8425577.918561&utm_source=refersion&utm_medium=affiliate&utm_campaign=8425577.918561 USE CODE WAM TO SAVE MONEY! GET YOUR FREEDOM KELLY KETTLE KIT HERE: https://patriotprepared.com/shop/freedom-kettle/ Use Code WAM and enjoy many solutions for the outdoors in the face of the impending reset! PayPal: ancientwonderstelevision@gmail.com FIND OUR CoinTree page here: https://cointr.ee/joshsigurdson PURCHASE MERECHANDISE HERE: https://world-alternative-media.creator-spring.com/ JOIN US on SubscribeStar here: https://www.subscribestar.com/world-alternative-media For subscriber only content! Pledge here! Just a dollar a month can help us alive! https://www.patreon.com/user?u=2652072&ty=h&u=2652072 BITCOIN ADDRESS: 18d1WEnYYhBRgZVbeyLr6UfiJhrQygcgNU World Alternative Media 2026

Amid widening conflict in the Middle East, our economist team held an online briefing first thing Monday to tackle some of the key questions that clients have been asking. In this edited clip from that briefing, you'll hear the team tackle issues, including:The extent of disruption to traffic through the Strait of Hormuz and the implications for oil and gas prices;The point at which rising oil prices would force central banks to slow or abandon policy easing;The dollar as a safe haven currency in this time of geopolitical upheaval;How this conflict could shape the economic outlook for the GCC economies;The likelihood that a change of leadership in Tehran could open the way for a deal with the US.With: Jennifer McKeown (Chief Global Economist), William Jackson (Chief EM Economist), David Oxley (Chief Climate & Commodities Economist), Jonas Goltermann (Deputy Chief Markets Economist). Note: This client briefing was held at 1000 GMT/1800 SGT on Monday, 2nd MarchSee our dedicated Iran conflict page below for more key analysis, and contact us at podcast@capitaleconomics.com to find out about access. https://www.capitaleconomics.com/key-issues/iran-conflict

Roughly a quarter of the world's oil supply is at risk as the biggest military strike in decades unfolds in the Middle East. Rory Johnston is a geopolitical analyst who writes the Substack Commodity Context. He talks to Paul Haavardsrud about how this conflict play out for Canadian crude and the global economy.

Can Nvidia Hit $500 BILLION?

The US Supreme Court ruled against President Donald Trump on his first justification for tariffs, but he says he will push them through by other means. On this week's Independent Thinking podcast, our experts analyse why Trump is wedded to tariffs as an economic and political tool, and what effect they will have on the US and global economies. They also discuss whether tariffs have ended globalization for good even after the Trump era ends. Joining regular host Bronwen Maddox are Creon Butler, director of the Global Economy and Finance programme at Chatham House, and down the line from Washington, Heather Hurlburt, a consulting fellow in our US and North America Programme.   Presented by Bronwen Maddox. Produced by Sara Seth and Stephen Farrell.   Subscribe to Independent Thinking wherever you find your podcasts.   Chatham House's latest: Comment | Trump's tariff strategy is alive and well by Jennifer Lind Video | Roberta Metsola – A new Westphalia to avoid western failure Video | Al Carns – Acting on the SDR: Britain's defence in 2026 at Chatham House's Security and Defence conference

Is China's latest Five-Year Plan about to reset its economic model and tackle the imbalances weighing on both the domestic and global economy?Speculation always builds ahead of a new Five-Year Plan. But this time, the stakes feel higher. With growth slowing, debt risks lingering and external tensions elevated, could this Plan mark a genuine turning point?That is what Julian Evans-Pritchard will be watching for as the National People's Congress opens in Beijing on Thursday. On The Weekly Briefing, he joins Group Chief Economist Neil Shearing to talk to David Wilder about the outlook for China's domestic and external imbalances and to address the key questions, not least how this adjustment will proceed, how willing its trading partners will remain to absorb China's goods surplus and whether this all risks tipping the world into crisis?Elsewhere in the episode, Megan Fisher from our Commodities team revisits the cocoa price boom she had long warned was unsustainable. Now that prices have collapsed, she sifts through the fallout to explain what comes next and whether chocoholics are likely to see any relief.Events and analysis referenced in this episodeChina NPC Drop-In https://www.capitaleconomics.com/events/china-drop-key-takeaways-npc-and-new-five-year-planUK Spring Statement Drop-Inhttps://www.capitaleconomics.com/events/uk-drop-chancellors-spring-statement-fiscal-signals-political-risks-market-implicationsUS non-farm payrolls previewhttps://www.capitaleconomics.com/publications/us-employment-report-preview/health-care-likely-be-key-driver-payrolls-again

Invest Like the Best: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages over $30B across both public and private markets, with investments in SpaceX, OpenAI and Anthropic, and a public portfolio of names you may never have heard of. Dan shares the story of the short case he wrote on Orthodontic Centers of America and posted on Value Investors Club, which crashed the stock, and helped him land his first job. He shares why he backed Anthropic at a moment when many people told him it was the Lyft to OpenAI's Uber, what reading Dario Amodei's essays reminded him of Jeff Bezos, and how he thinks about LLM business models through the lens of Netflix and Spotify. We spend time on the extraordinarily stressful moment in early 2021 when GameStop hit the firm, and what Dan believes is the single biggest tail risk facing the global economy right now. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit ⁠vanta.com/invest⁠.  ----- ⁠WorkOS⁠ is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit⁠⁠ ⁠WorkOS.com⁠⁠⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- ⁠Rogo⁠ is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like the Best (00:02:43) Intro: Dan Sundheim (00:03:58) The State of Public & Private Investing (00:07:32) Investing in OpenAI and Anthropic (00:10:22) LLMs Business Model (00:14:13) How LLMs are like Netflix and Spotify (00:17:08) Focus v. Scope (00:22:43) The Bear Case for Hyperscalers (00:26:36) The Software Sell-Off (00:31:08) If Scaling Laws Stopped (00:32:18) Advice to a 12-Year-Old Investor (00:33:54) GameStop: D1's Darkest Hour (00:37:14) The Pivotal Dinner with LPs (00:40:56) Staying Calm and Confident (00:42:08) Economic Optimism vs. Societal Uncertainty (00:44:26) Investing on SpaceX and Rivian (00:48:09) Why Dan Loves Shorting (00:48:51) Sources of Inefficiency in Today's Markets (00:51:45) The Importance of Loyalty (00:53:11) Dan's Group Chat for Founders (00:55:39) What Motivates Dan (00:57:28) Posting on Value Investors Club (01:01:46) What Dan Learned at Viking (01:04:22) The Beauty of Art (01:06:49) Under-appreciated Parts of the Global Economy (01:08:00) The US-China-Taiwan Collision Course (01:12:10) Good Leaders vs. Good Businesses (01:13:15) The Kindest Thing

German Chancellor Friedrich Merz is visiting China with a high-level business delegation at a time of global economic uncertainty. Can this visit bring new momentum to China–Germany relations? And how can the two sides expand cooperation while strengthening long-term stability?

In this episode, we welcome Professor Andrew Lang (University of Edinburgh), a leading critical voice in international economic law and global political economy. Andrew's work poses a deceptively simple but analytically demanding question: how do law and expertise make global markets possible, and what forms of power and inequality are sedimented within everyday technical decisions? Drawing on his influential scholarship on “global ungovernance” (co-authored with Deval Desai), the conversation examines how contemporary global governance operates through a conjunction of institution-building and managed instability. This is a mode of rule that incorporates critique, problematises its own foundations and keeps central objectives such as the “rule of law” or “sustainability” structurally open to revision. The discussion begins with Andrew's formative engagement with the global justice movements of the early 2000s, and the enduring normative orientation they provided for his scholarship. We then turn to a core intervention in his work: the most consequential forms of expertise are often those that present themselves as technical and apolitical. These modes shape problem definitions, delineate what can be known or measured and determine whose knowledge carries authority within global governance. Joined by student questions, the conversation moves from the “impossibility of closure” to the implications of accountability, agency and ethical responsibility. We explore crisis as a governing strategy, alongside contemporary invocations of “polycrisis” and resilience. Particular attention is paid to technical domains, from carbon accounting standards to supply-chain sustainability metrics, which emerge not as peripheral details but as constitutive elements of the global political economy. The episode closes with a reflection on an unsettled moment in global order, one in which inherited assumptions have eroded, ethical questions can no longer be deferred and a new generation of scholars and practitioners must reconsider what it means to exercise international expertise. Andrew Lang is Professor of International Law and Global Governance at the University of Edinburgh. His research spans international economic law, global political economy and the politics of expertise, with particular emphasis on how legal and technical practices constitute markets and organise global economic life. Andrew Lang's profile can be found here: https://www.law.ed.ac.uk/people/professor-andrew-lang We discussed: ‘Global disordering: Practices of reflexivity in global economic governance,' European Journal of International Law. 2024. 35, 1, p. 1-47. ‘Introduction: Global Un-Governance,' (with D. Desai), Transnational Legal Theory. 2020. 11, 3, p. 219-407.

Now it's Jamie Dimon's turn, JP Morgan's highly visible CEO is the latest to make the 2008 comparison. Following up last year's cockroach quip this time saying a lot of people in the financial industry have done dumb things. But here's the thing, markets all over the world are starting to price it. The worry showing up in safe havens is maybe this really is happening - right now. From Canadian bonds to Swiss francs, Japan, China and yes Treasuries.  Eurodollar University's Money & Macro Analysis------------------------------------------------------Eurodollar University's Free Guide (video) to interpreting market signals. Taken from the EDU membership, it will help you learn fundamentals necessary to deciphering and decoding market information in a useful manner, unlike everything you get from mainstream sources. https://web.eurodollar-university.com/home------------------------------------------------------Jamie Dimon says AI euphoria, record stocks and banks doing ‘dumb things' could lead to another financial crisishttps://www.cnn.com/2026/02/24/economy/jamie-dimon-warningThe Viral Citrini Substack Post That Has Sparked New AI Worries on Wall Streethttps://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-tariffs-02-23-2026/card/the-citrini-substack-selloff-70cWx0scioiLradyuTRaYen Slides After Report on Takaichi Caution Over Rate Hikeshttps://www.bloomberg.com/news/articles/2026-02-24/yen-extends-decline-after-report-on-takaichi-s-rate-hike-viewhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Stijn Schmitz welcomes Simon Hunt to the show. Simon Hunt is Consultant on the Global Economy, China, and the Copper Industry. In this wide-ranging discussion, Hunt provides a comprehensive analysis of the current global geopolitical and economic landscape, focusing on the critical transition from a unipolar to a multipolar world order. Hunt argues that the United States is experiencing a significant decline, similar to historical imperial cycles characterized by military overextension, debt accumulation, and internal societal friction. He suggests that the emerging BRICS alliance, led by Russia, China, and India, is fundamentally challenging American hegemony. The potential for conflict between these powers is high, with Hunt predicting a possible war between 2028 and 2030 unless Washington adapts to a multipolar framework. A significant portion of the discussion centers on potential geopolitical flashpoints, particularly in the Middle East. Hunt suggests that any conflict with Iran would be strategically complex, potentially involving Russia and China, who have recently signed a tripartite strategic alliance with Iran. He believes the United States is unlikely to launch an immediate attack, given the potential diplomatic and domestic political consequences. The conversation also delves deeply into economic trends, with Hunt highlighting the ongoing de-dollarization process. He anticipates China will play a pivotal role in this transformation, potentially announcing a gold-backed currency and participating in the creation of a new BRICS currency called the “unit” as early as 2024. Hunt predicts the Dollar Index could halve in value by 2030, potentially driving gold prices to $10,000. Regarding economic outlook, Hunt expects a significant economic correction in the third or fourth quarter of this year, driven by slowing global liquidity, credit cycles, and what he describes as fundamentally false economic reporting in the United States. Timestamps: 00:00:00 – Introduction 00:00:57 – Global Trends Overview 00:01:41 – Ukraine Conflict Analysis 00:03:09 – Geopolitical Alliances BRICS 00:04:54 – Empire Decline Cycles 00:06:29 – US Debt Overextension 00:09:03 – Energy Control Wars 00:11:30 – Iran Gulf Stakes 00:16:17 – Military Buildup Assessment 00:21:11 – BRICS De-Dollarization 00:27:10 – Gold Remonetization Strategy 00:34:39 – Silver Copper Outlooks 00:38:50 – Concluding Thoughts Guest Links: E-Mail: mailto:simon@shss.com Website: https://simon-hunt.com/ Report: https://www.theinstitutionalstrategist.com/products-and-services/frontline-china/ Simon Hunt began his career in 1956 in Central Africa as a PA to the Chairman of Rhodesian Selection Trust, one of the two large copper companies in what was then Northern Rhodesia, now Zambia. In 1961, he came back to London and joined Anglo American Corporation of South Africa as a PA to one of the Board Directors, followed by being part of a small sales and marketing team for copper. From there, he helped start up a new copper development organization, CIDEC, financed by copper producers, which he then joined, focusing on conducting end-use studies of copper in Europe. He then went into the City to gain financial experience and founded Brook Hunt in 1975. He was instrumental in setting up the company’s cost studies and end-use analyses. Simon appeared as material witness and consultant in two ITC anti-dumping cases in 1978 and 1984, winning both at the commission level. He has spent 2-4 months every year in China since 1993, and until a few years ago would be visiting some 80 wire and cable and brass mill factories across the country every year. He now restricts these factory visits to a smaller number, all of which he has known for many years. Simon also spends many weeks each year traveling around Asia. The focus of the company’s services is on the global economy, including the changing geopolitical and financial structures, China’s economy and its copper sector, and then the global copper industry as each part is interconnected. Simon is the author of the “Frontline China Report Service,” which is marketed by the TIS Group. The Service provides regular reports on China’s economy, politics, and financial outlook. Simon established this company in January 1996.

My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages over $30B across both public and private markets, with investments in SpaceX, OpenAI and Anthropic, and a public portfolio of names you may never have heard of. Dan shares the story of the short case he wrote on Orthodontic Centers of America and posted on Value Investors Club, which crashed the stock, and helped him land his first job. He shares why he backed Anthropic at a moment when many people told him it was the Lyft to OpenAI's Uber, what reading Dario Amodei's essays reminded him of Jeff Bezos, and how he thinks about LLM business models through the lens of Netflix and Spotify. We spend time on the extraordinarily stressful moment in early 2021 when GameStop hit the firm, and what Dan believes is the single biggest tail risk facing the global economy right now. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit ⁠vanta.com/invest⁠.  ----- ⁠WorkOS⁠ is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit⁠⁠ ⁠WorkOS.com⁠⁠⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- ⁠Rogo⁠ is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like the Best (00:02:43) Intro: Dan Sundheim (00:03:58) The State of Public & Private Investing (00:07:32) Investing in OpenAI and Anthropic (00:10:22) LLMs Business Model (00:14:13) How LLMs are like Netflix and Spotify (00:17:08) Focus v. Scope (00:22:43) The Bear Case for Hyperscalers (00:26:36) The Software Sell-Off (00:31:08) If Scaling Laws Stopped (00:32:18) Advice to a 12-Year-Old Investor (00:33:54) GameStop: D1's Darkest Hour (00:37:14) The Pivotal Dinner with LPs (00:40:56) Staying Calm and Confident (00:42:08) Economic Optimism vs. Societal Uncertainty (00:44:26) Investing on SpaceX and Rivian (00:48:09) Why Dan Loves Shorting (00:48:51) Sources of Inefficiency in Today's Markets (00:51:45) The Importance of Loyalty (00:53:11) Dan's Group Chat for Founders (00:55:39) What Motivates Dan (00:57:28) Posting on Value Investors Club (01:01:46) What Dan Learned at Viking (01:04:22) The Beauty of Art (01:06:49) Under-appreciated Parts of the Global Economy (01:08:00) The US-China-Taiwan Collision Course (01:12:10) Good Leaders vs. Good Businesses (01:13:15) The Kindest Thing

In Episode 183 of the Investor Professor Podcast, we break down a major market-moving development: the Supreme Court's 6–3 decision to strike down the bulk of the IEPA tariffs that had become a central pillar of President Trump's trade agenda. With roughly $160 billion in tariff revenue in question and new 10–15% proposals already being floated under alternative legal authority, uncertainty is back at the forefront. We discuss how shifting trade policy affects corporate decision-making, capital spending, and global supply chains—especially at a time when inflation data (PCE) remains sticky and major indexes are treading water. We also preview a pivotal earnings week led by Nvidia, explore volatility across AI and software names, and examine the implications of a $200 million contract dispute between Anthropic and the U.S. government that could ripple through the broader AI ecosystem.We close the episode on a more personal and reflective note, discussing value investor Guy Spier's decision to wind down the Aquamarine Fund following a glioblastoma diagnosis. Drawing from his deeply honest letter to shareholders, we reflect on mentorship, integrity, and what truly matters in a profession that can often feel transactional and isolating. From tariffs and tech to gratitude and legacy, Episode 183 blends timely macro analysis with a perspective that goes beyond the numbers. *This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.Guy's Letter

Jeff Bliss and Brandon Weichert debate the AI boom, predicting a market correction followed by a second wave where robotics and AI integration fundamentally transform the global economy.1919 PACIFIC PALISADES AND HOLLYWOOD SETS