Podcasts about global economy

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

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

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

Global Head of Forecasting Johan Löf and UK Chief Economist James Sproule join Sonia Rothwell to explain how the weekend's air strikes on Iran are already affecting global trade.And in Spring Statement week, James looks at the latest consumer confidence figures, a key indicator for the health of the UK economy.All in under 15 minutes.

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

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.

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?

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

The Supreme Court has finally ruled on Donald Trump's tariffs with an opinion that the president has no right to impose tariffs under the International Emergency Economic Powers Act. So what happens now?Deputy Chief North America Economist Stephen Brown and Deputy Chief Markets Economist Jonas Goltermann join The Weekly Briefing from Capital Economics to discuss the implications of this legal ruling for the US economy, for Federal Reserve policy and for financial markets. In their conversation with David Wilder, Stephen and Jonas address key issues, including:How the White House could rebuild its tariff regime – and rebuild it quicklyWhat happens when billions of dollars in tariff refunds flow back into US company accounts Why signs of resurgent inflationary pressures are narrowing the room for Fed rate cutsHow the bond market is responding to the Supreme Court newsWhy the stock market rally has stalled, and whether this news could get it going again.Related readingIEEPA ruling unlikely to pull PCE inflation back to 2%https://www.capitaleconomics.com/publications/us-economics-weekly/ieepa-ruling-unlikely-pull-pce-inflation-back-2Stock market rotation is a warning of trouble aheadhttps://www.capitaleconomics.com/publications/capital-daily/stock-market-rotation-warning-trouble-aheadSC rules that Trump's IEEPA tariffs are illegalhttps://www.capitaleconomics.com/publications/global-economics-rapid-response/sc-rules-trumps-ieepa-tariffs-are-illegal

Chinas Wirtschaftsmodell bereitet vielen Beobachtern im Westen Sorge. Mitunter werden direkt Vorwürfe gegen Peking laut: Die Kommunistische Partei Chinas exportiere nicht nur Waren, sondern auch Arbeitslosigkeit; durch die Subventionen und die aktive Industriepolitik würden andere Länder chancenlos bleiben; zudem werte man die eigene Währung zu stark ab.Diese Argumente sind nicht so einfach von der Hand zu weisen, China setzt tatsächlich vehement seine Interessen durch. Jedoch müsste man sich ehrlicherweise auch eingestehen: China orientiert sich damit sehr stark am ehemaligen Exportweltmeister Deutschland. Deshalb ist es bisweilen amüsant, wenn gerade deutsche Experten das chinesische Vorgehen beklagen.Zugleich ergibt sich aus der chinesischen Dominanz auch ein erhebliches Problem für die gesamte Weltwirtschaft. In der neuen Folge von „Wohlstand für Alle“ diskutieren Ole Nymoen und Wolfgang M. Schmitt über Chinas Aufstieg zur Exportnation.Quellen/Literatur:Handelsblatt: “Der China-Schock trifft Deutschland mit voller Wucht”, online verfügbar unter: https://www.handelsblatt.com/politik/international/industrie-der-china-schock-trifft-deutschland-mit-voller-wucht/100189297.htmlMatthew C. Klein/Michael Pettis: Trade Wars Are Class Wars. How Rising Inequality Distorts the Global Economy and Threatens International Peace, Yale University Press.Dominik Leusder/Michael Pettis: “Remaking Globalization for an Era of Trade Wars”, online verfügbar unter: https://jacobin.com/2025/12/globalization-free-trade-tariffs-debt-keynes Alexander Mühlauer: “Die EU muss ihre Industrie gegen China schützen”, online verfügbar unter: https://www.sueddeutsche.de/meinung/strafzoelle-autoindustrie-china-europa-wto-lux.HTLXr8kY8yenXcH2Cwwsdc?reduced=trueUnsere Zusatzinhalte könnt ihr bei Apple Podcasts, Steady und Patreon hören. Vielen Dank!Apple Podcasts: https://podcasts.apple.com/de/podcast/wohlstand-f%C3%BCr-alle/id1476402723Patreon: https://www.patreon.com/oleundwolfgangSteady: https://steadyhq.com/de/oleundwolfgang/aboutVeranstaltungen:Am 18. Februar ist Ole in Erfurt:https://www.instagram.com/p/DTdFRQqCk7T/Am 25. Februar ist Ole in Weimar:https://www.instagram.com/p/DUc9IM-DHft/Am 3. März ist Ole in Magdeburg:https://www.instagram.com/p/DUEBftHDbD-/Am 11. April sind Ole und Wolfgang in Hamburg:https://tickets.centralkomitee.de/product/91257/wolfgang-m-schmitt-ole-nymoen-centralkomitee-hamburg-am-11-04-2026

https://www.theforbiddenknowledgenetwork.comDeep within the towering skyscrapers of New York City's Wall Street resides one of the world's most influential entities. It's not a person, but an AI system called Aladdin, developed by BlackRock - the world's largest asset manager. Managing a staggering $21.6 trillion in assets, equivalent to the GDP of the United States and about 10% of all global funds, Aladdin's influence extends far beyond Wall Street. Its intricate web of interconnected financial data touches every corner of the world economy.In addition to BlackRock, other financial institutions rent Aladdin's abilities, further expanding its reach. However, this immense power and influence has raised concerns. Is too much power being concentrated in one AI? Is there sufficient transparency in Aladdin's decision-making processes? And what are the systemic risks if Aladdin's predictive models fail? Journey with us as we delve deep into the enigmatic world of BlackRock's Aladdin, exploring its origins, its unrivaled power, and the questions we should be asking about AI's role in our global financial future.

Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. In this must-listen episode of Ahead in the Count, BIP Wealth's Chief Investment Officer Eric Cramer delivers his highly anticipated 2026 Annual Market Report, breaking down the most important investment trends and opportunities for the year ahead. Hosts Nolan Alexander and the baseball division's Jeremy Hermida explore what last year's market performance means for investors and how to position portfolios for success in an evolving global economy. Discover how international markets performed relative to the S&P 500 in 2025, learn strategic shifts in fixed income investing, and understand how AI is reshaping corporate America. Whether you're a professional athlete managing career earnings or an investor seeking clarity in uncertain times, this episode provides actionable insights for building wealth in 2026.   Key Topics  2025 Market Performance Review  S&P 500 returns: Up 17.5% in 2025 International developed markets: Gained 32% (nearly 2x US performance) Emerging markets: Up 33%+ Tech stock volatility and recovery Cryptocurrency market challenges The Great International Outperformance  Why foreign markets crushed US returns Dollar weakness and currency effects How diversification paid off for BIP Wealth clients Compound returns from foreign equity and currency appreciation AI Revolution: From Hype to Reality  Shift from AI creators to AI users Valuation concerns for Big Tech Corporate America's AI adoption wave Why non-AI companies face unprecedented volatility 2026 Investment Themes & Strategies  Price-earnings ratios: Top 10 tech stocks vs. S&P 490  Global economic power structure transformation Tariff impacts and trade realignments Currency revaluation effects on sovereign debt Municipal Bonds: The New Safe Haven?  Why munis may replace treasuries for taxable accounts State balance sheets vs. federal debt concerns Tax-advantaged investing strategies Private credit opportunities yielding 8%+ Portfolio Construction in Volatile Times  The "Moneyball approach" to asset allocation Building portfolios with 50%+ probability strategies Private market flexibility and liquidity improvements Incremental gains philosophy Political & Economic Uncertainty Ahead  Midterm election implications National debt sustainability concerns Tax policy changes on the horizon Bipartisan cooperation potential To contact the hosts, send an email to jhester@bipwealth.com, kschmidt@bipwealth.com, cmurray@bipwealth.com, or jhermida@bipwealth.com

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

In this week's episode of the All Things Sustainable podcast, we're exploring how aging global populations are impacting retirement, the workforce and the economy. We talk to Pat Tomlinson, President and CEO of global consulting firm Mercer, a Marsh McLennan business. Pat took the reins in 2024 and brings both global perspective and hands-on experience from the World Economic Forum's Longevity Economy Initiative, which aims to address the demographic and financial challenges of aging societies. "Having fewer workers as people age and … a lower birth rate will impact employers and will impact business and will impact society as we think about how to grow GDP," Pat says. Pat explains how retirement savings and healthcare systems need to evolve to meet the needs of the aging global population. And he outlines creative solutions that employers and governments are considering to address these challenges — including through public-private collaboration, AI, reskilling workers and flexible working arrangements.   Read the research: S&P Global's Top 10 Sustainability Trends to Watch in 2026 | S&P Global  Copyright ©2026 by S&P Global   DISCLAIMER       By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.         Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).    This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.       S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

From the lows of December retail sales to the highs of January payrolls, recent US data has sent mixed signals. But the economy remains in relatively good shape, argues Deputy Chief North America Economist Stephen Brown on the latest episode of the Capital Economics Weekly Briefing. He explores why the idea of a “K-shaped” economy may be overstated, what markets are missing about the productivity growth upturn, and the chances of much lower rates from a Kevin Warsh-led Fed. Also on the show, as Keir Starmer's government reels from one of its toughest weeks yet, Deputy Chief UK Economist Ruth Gregory assesses what a change of leadership could mean for the UK economy and financial markets, but also why the long-term growth outlook may not be as bleak as recent headlines suggest.AI already making a big contribution to US productivity growthWhy we still believe in the AI rally, and the S&P 500Would a stock market crash cause a global recession?Can China's trade surplus rise further?

This Flashback Friday is from episode 605, published December 9, 2015. Personal savings is designed to be built over time. Gold is an asset which may not be growing exponentially, but it continues to hold its value. Our guest, Joshua Crumb, runs the service company BitGold. BitGold is a software-based service which allows users to sign up at no cost and to buy gold or other precious metals at any time and in any amount they choose. Joshua has an extensive background including working for Goldman Sachs in the Global Economy division. He shares his thoughts on inflation, flaws in the federal system and his thoughts on why millennials may not have the leverage to invest in real estate.   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

In this week's episode, Neil Shearing talks to Vicky Redwood and John Higgins about a tumultuous week in equity markets, how AI is creating winners and losers, and whether there's any evidence that AI is starting to lift productivity growth in economies. AI already making a big contribution to productivity growthChina's AI rollout could rival the US

Major economies around the world are grappling with electricity grids under stress from equipment bottlenecks and workforce shortages. What can be done to solve it? This week on Zero, Akshat Rathi talks with Manoj Sinha, CEO of Husk Power Systems, about distributed energy resources and their potential to bring electricity to where it is needed most — from energy-poor regions in the Global South, to energy-hungry data centres in rich countries. Husk Power Systems Electricity Is Now Holding Back Growth Across the Global Economy Renewables Are Cheap. Why Aren’t People Seeing Their Bills Fall? Q&A: Got a question for Akshat and the Bloomberg Green team that you'd like to hear answered on Zero? Email us at zeropod@bloomberg.net Zero is a production of Bloomberg Green. Our producer is Oscar Boyd. Special thanks to Marilen Martin Somer Saadi, Mohsis Andam, Laura Millan and Sharon Chen. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green. See omnystudio.com/listener for privacy information.

Welcome to another inspiring episode of The Brand Called You (TBCY)! In this episode, our host Frits Bussemaker sits down with Carissa Reiniger, Founder & CEO of Small Biz Silver Lining, to explore Carissa's powerful journey from rural Canada to New York City, and her mission to change the global economy—one small business at a time.Carissa reveals how her early roots in Alberta, a strong drive for community impact, and a psychology background inspired her entrepreneurial leap. She shares candid lessons on resilience, what it truly takes to build and scale a business, the importance of aligning values with actions, and why small businesses are the real backbone of the global economy. You'll discover her thought-provoking approach to overcoming adversity, the philosophy behind Silver Lining's name, and why real success might not be what mainstream entrepreneurship tells us.Whether you're an entrepreneur, small business supporter, or simply curious about impact-driven leadership, this episode is packed with wisdom, practical advice, and motivation. Don't forget to like, subscribe, and hit the bell for more exclusive conversations!

Westpac Chief Economist Kelly Eckhold joined Andrew Dickens to discuss the economic news in New Zealand and around the world. They discussed European interest rates, the global dairy trade, and the US job market and dollar. LISTEN ABOVESee omnystudio.com/listener for privacy information.

"Don't be fooled. Everything has changed for the global economy." Tariffs, geopolitics and AI are all impacting our economies in ways we might not yet be feeling, says Harvard economist Gita Gopinath. Speaking at the World Economic Forum's Annual Meeting 2026 in Davos, the former IMF chief economist tells Radio Davos why "the world is in a very different place". Links: Chief Economists' Outlook: January 2026: https://www.weforum.org/publications/chief-economists-outlook-january-2026/ Related Davos 2026 sessions: Can India Become the Third Largest Economy in the World?: https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/can-india-become-the-third-largest-economy-in-the-world/ Are Markets Mispricing the Future?: https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/are-markets-mispricing-the-future/ Global Economic Outlook: https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/global-economic-outlook-af4fed3639/ Related podcasts: What just happened in Davos?: https://www.weforum.org/podcasts/radio-davos/episodes/davos-2026-what-just-happened/ Chief Economists' Outlook January 2026: reassuring resilience and a 'good' bubble?:  https://www.weforum.org/podcasts/radio-davos/episodes/chief-economists-outlook-barclays-christian-keller/ Top global risks in 2026 and how the Davos 'spirit of dialogue' can help us face them: https://www.weforum.org/podcasts/radio-davos/episodes/global-risks-report-2026/ IMF's Kristalina Georgieva: What's next for AI, skills and the global economy in 2026: https://www.weforum.org/podcasts/meet-the-leader/episodes/ai-skills-global-economy-imf-kristalina-georgieva/ Check out all our podcasts on wef.ch/podcasts:  YouTube: - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552

Matthew Piepenburg explains why today's surge in gold and silver reflects a breakdown in sovereign debt, the bond market, and global currencies. From rising yields and hidden inflation to central bank gold accumulation and the end of post-1971 monetary credibility, this conversation lays out why policymakers are running out of options, and why the real crisis isn't gold, but paper money itself.#gold #financialmarkets #silver ---------------------Thank you to our sponsor: First Majestic SilverMake sure to pay them a visit: https://www.firstmajestic.com/---------------------

In this episode, host Steve Yates is joined by Leland Miller, co-founder of China Beige Book and U.S.–China Economic and Security Review Commission member, for a clear-eyed assessment of China's economy heading into 2026.Miller breaks down what analysts got wrong about China in 2025, why GDP figures and stimulus narratives are misleading, and how Xi Jinping is prioritizing advanced manufacturing and national security over household consumption. The conversation examines why a true shift to a consumer-driven Chinese economy is unlikely, how high U.S.–China tariffs have become sustainable rather than destabilizing, and why the real battleground has moved from trade wars to supply chain warfare.Key topics include supply-chain weaponization, rare earths and pharmaceuticals, tariffs versus effective tariff rates, transshipment, robotics and demographics, and the strategic risks facing the U.S. and its allies as globalization gives way to a fragmented, security-driven economic order. Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW

How does a small country like Singapore, strategically positioned between the US and China, navigate a world of growing uncertainty? On the GZERO World Podcast, Ian Bremmer sits down with Singapore's President Tharman Shanmugaratnam to unpack a global order in flux. For a small country at a global crossroads, managing the current geopolitical moment isn't an abstract concept. It is central to its survival. Despite "radical uncertainty," the city-state has continued to flourish as a global hub for finance, trade, and technology.From the sidelines of Davos, Bremmer and Shanmugaratnam look at the rapidly changing global order. Shanmugaratnam says the challenge is not to sit back and “be intimidated” but to realize that most issues no longer require leadership by a “single, dominant power.” Take AI. Despite its relatively small size, Singapore has become a global leader. With some of the most advanced real-world adoption of artificial intelligence in the world, the government is working to future-proof its economy by investing in lifelong learning and skills upgrading so that its workforce, especially white-collar workers, can adapt and thrive in the AI future.Host: Ian BremmerGuest: Tharman Shanmugaratnam Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How does a small country like Singapore, strategically positioned between the US and China, navigate a world of growing uncertainty? On the GZERO World Podcast, Ian Bremmer sits down with Singapore's President Tharman Shanmugaratnam to unpack a global order in flux. For a small country at a global crossroads, managing the current geopolitical moment isn't an abstract concept. It is central to its survival. Despite "radical uncertainty," the city-state has continued to flourish as a global hub for finance, trade, and technology.From the sidelines of Davos, Bremmer and Shanmugaratnam look at the rapidly changing global order. Shanmugaratnam says the challenge is not to sit back and “be intimidated” but to realize that most issues no longer require leadership by a “single, dominant power.” Take AI. Despite its relatively small size, Singapore has become a global leader. With some of the most advanced real-world adoption of artificial intelligence in the world, the government is working to future-proof its economy by investing in lifelong learning and skills upgrading so that its workforce, especially white-collar workers, can adapt and thrive in the AI future.Host: Ian BremmerGuest: Tharman Shanmugaratnam Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jean-Baptiste Wautier is here to talk growing global debt and the impact on the economy. He draws on decades of private-equity and macro experience to discuss accelerating global change, arguing that rising debt, AI, and political polarization are reshaping the economic and geopolitical order. We discuss Europe's recent market strength, China as an unavoidable, though risky, investment given its scale and AI ambitions, and gold and crypto as hedges rather than true currency alternatives. He also warms that global debt dynamics will force restructuring in places like Japan and parts of Europe, and concludes that AI is likely transformative but slower and more socially disruptive than markets assume, ultimately requiring a rethink of productivity, employment, and even how economic progress is measured. We discuss... Jean-Baptiste Wautier argued that today's environment reflects an acceleration of long-term forces—debt accumulation, AI as a fourth industrial revolution, and rising political polarization—rather than a completely unprecedented moment. He suggested populism can be reversed without extreme disruption if governments deliver tangible economic fixes, citing Italy as an example of pragmatic reform restoring democratic confidence. Wautier emphasized that middle-class affordability, youth opportunity, and fiscal credibility are the core issues driving political instability in Western democracies. He criticized the lack of democratic oversight of central banks, arguing monetary policy has become too consequential to remain entirely insulated from public accountability. He believes there is no painless solution to global debt problems, with Europe facing unavoidable austerity while the U.S. may temporarily "get away with it" due to dollar dominance and capital inflows. Europe's recent market outperformance was described as a short-term valuation and diversification blip rather than a reflection of improving fundamentals. Wautier argued the dollar has no credible fiat challenger, reinforcing its dominance despite past U.S. policy mistakes. Gold and cryptocurrencies were discussed primarily as hedges against dollar risk rather than true replacements for the global reserve system. Bitcoin was criticized as too volatile to function as a reserve or transactional currency, regardless of its popularity as a speculative store of value. Stablecoins were viewed as a strategic U.S. response to crypto, potentially extending dollar dominance into digital finance. Demographic decline across developed economies was identified as a structural constraint that traditional growth models cannot easily resolve. Wautier argued AI adoption is moving faster than societies can adapt, limiting near-term productivity gains while increasing long-term disruption. AI's ultimate impact will be profound but slow, likely forcing a reassessment of GDP and other traditional measures of economic progress. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance 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/growing-global-debt-jean-baptiste-wautier-786 

Keir Starmer held talks with the Chinese leader Xi Jinping this week and proclaimed Britain should have a more ‘sophisticated' relationship with China. Pippa Crerar, who was with the prime minister on the trip, tells Kiran Stacey what all this means. Help support our independent journalism at theguardian.com/politicspod

As global markets move into 2026, investors are watching rate cuts, fiscal policy and artificial intelligence reshape the growth outlook. Nasdaq's Michael Normyle breaks down the economic tailwinds and market dynamics that could define the next global growth cycle.

Send us a textWhat if “wealth transfer” isn't a windfall, but a wake-up call to build, steward, and govern? We sit down with Apostle Obi Pax Harry to unpack a bold thesis: Deuteronomy 8:18 isn't poetry—it's policy. God gives the power to get wealth, which means the next decade favors those who pair prayer with plans, revelation with research, and vision with value chains. We track her journey through revivals in Nigeria and the UK and use it as a launchpad to rethink titles as functions, not status, and money as mandate, not magic.From there, we chart four clear doors into the global economy: knowing your nation's redemptive gifts, laboring to understand God's will across earth systems, yielding to receive keys for hidden riches, and seeing with kingly perspective. That lens turns headlines into homework: BRICS currency moves, alternative payment rails, and even asteroid probes rumored to hold vast metals. If revelation is progressive, our stewardship must be too—into space, soil, and everything between. We explore how to turn resources into retained profits by building local processing, specialized schools, and intelligent supply chains that keep value at home.The heart of this conversation is mindset. We confront doctrines that shrink capacity, especially the fixation on generational curses. Patterns exist, but patterns break when decisions change. Riches can vanish; wealth endures because it is decision-driven and designed to serve three generations. 2025 stretched many of us—2026 is the thrust. Expect partnerships, not solo heroics. Guard your thought life, because ideas are where prophecies land. And start where you stand: invest small and early, steward the land beneath your feet, and cultivate governance habits that match your calling.If this reframed your idea of wealth, share it with a friend, subscribe for more conversations like this, and leave a review telling us the one investment—of time, learning, or capital—you'll make this week.Support the showYou can support this show via the link below;https://www.buzzsprout.com/1718587/supporters/new

Legal Docket on the power to fire a Federal Reserve governor, Moneybeat on what Davos revealed about the global economy, and History Book on the past and present March for Life. Plus, the Monday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Dordt University's online Master of Education program- equipping students with knowledge and skills in their specialization. dordt.edu

Bob responds to James Rickards' recent tweet on record U.S. gold exports driving an improved trade balance, walking through the official data on non-monetary gold, Trump-era tariff uncertainty, and the broader question of what chronic trade deficits really mean in a post-gold-standard world. Related:The Charts Used in this Episode: Mises.org/HAP535aPoliticians don't build prosperity. Entrepreneurs do. Join Keith Smith, Caitlin Long, Ryan McMaken, Per Bylund, and Timothy Terrell for our first event of 2026: Mises.org/HAHCThe Mises Institute is giving away 100,000 copies of Hayek for the 21st Century. Get your free copy at Mises.org/HAPodFree

The GZERO World Podcast heads to Davos, Switzerland for the World Economic Forum this week for a look at transatlantic relations and how President Trump's second term is reshaping the global order. Uncertainty and tensions were high this week as Trump doubled down on his desire to control Greenland—before announcing a deal with NATO over the Danish territory's future and walking back tariff threats. Ian Bremmer spoke with Finnish President Alexander Stubb on the sidelines of Davos to discuss the future of the transatlantic relationship, Arctic security, the war in Ukraine and why, despite so many geopolitical challenges, Europe is more united than ever.Then, Bremmer sits down with Kristalina Georgieva, Managing Director of the International Monetary Fund, for a look at the surprising resilience of the world economy. Georgieva says there are four key reasons why the IMF upgraded its global growth forecast for 2026. They also discuss the importance of independent central banks and Trump's push for more control over Fed policy.Host: Ian BremmerGuests: Alexander Stubb, Kristalina Georgieva Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bob responds to James Rickards' recent tweet on record U.S. gold exports driving an improved trade balance, walking through the official data on non-monetary gold, Trump-era tariff uncertainty, and the broader question of what chronic trade deficits really mean in a post-gold-standard world. Related:The Charts Used in this Episode: Mises.org/HAP535aBob's Recent Talk on Trade Deficits: Mises.org/HAP535bBob's Econlib Article on Oil Prices: Mises.org/HAP535cPoliticians don't build prosperity. Entrepreneurs do. Join Keith Smith, Caitlin Long, Ryan McMaken, Per Bylund, and Timothy Terrell for our first event of 2026: Mises.org/HAHCThe Mises Institute is giving away 100,000 copies of Hayek for the 21st Century. Get your free copy at Mises.org/HAPodFree

Treasury Secretary Scott Bessent spoke with POLITICO's Dasha Burns at the World Economic Forum in Davos, Switzerland in our first episode of 2026. The two spoke just after President Trump's speech that riled U.S. allies. Burns and Bessent spoke on tariffs, Greenland, America's changing role in the global economy and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this special in-person interview, Jim Rickards breaks down why the Trump administration is far more strategic than the media portrays, explaining the "flood the zone" tactic and Scott Bessent's "Three Arrows" approach to bringing down the debt-to-GDP ratio. Jim dismantles the popular "debasement trade" narrative, revealing that foreign central banks are not dumping Treasuries and that the real risk lies in the Eurodollar market and the $1 quadrillion derivatives system underpinning global finance. He warns that stablecoins are quietly hoarding Treasury bills needed for collateral — and the risk of fraud waiting to blow up. On gold, Jim explains why $5,000 is just the beginning, making the case for $10,000 to $25,000 based on historical precedent from the 1970s when the dollar lost 94% of its value measured in gold. He also offers a bold prediction: the potential breakup of NATO as geopolitical alliances fracture under pressure. More about Rickards: Rickards is a New York Times bestselling author of Currency Wars: The Making of the Next Global Crisis and several other best-sellers, including The New Great Depression, Aftermath, The Road to Ruin, Death of Money, The New Case for Gold, Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy, and his newest book MoneyGPT: AI and the Threat to the Global Economy. An investment advisor, lawyer, inventor, and economist, Rickards has held senior positions at Citibank, Long-Term Capital Management, and Caxton Associates. He is also the Editor of Strategic Intelligence, a widely-read financial newsletter. Links:  http://www.jamesrickardsproject.com/ https://x.com/RealJimRickardsTimestamps: 0:00 Intro 2:33 Why the second Trump term is different from the first 5:25 The Heritage Foundation and Project 2025 6:45 Executive orders and legislative wins 8:20 Federal courts and the Supreme Court battles 9:49 The economy: Is it really chaos? 11:32 The national debt: Why $39 trillion isn't the number to watch 13:45 The debt-to-GDP ratio explained 15:30 The Keynesian multiplier and diminishing returns 17:38 How we fixed the debt ratio after WWII (1945-1980) 18:36 Scott Bessent's "Three Arrows" strategy 19:19 The debasement trade: Why it's a false narrative 21:15 Are foreign central banks dumping Treasuries? (No) 23:15 What triggers a financial panic 24:45 How the Fed actually "prints money" 26:30 The Eurodollar market: Where real money comes from 28:00 The $1 quadrillion derivatives market 30:15 Stablecoins: The hidden risk in crypto 33:24 Tether's commercial paper problem 35:37 Gold: Why it's really moving 37:45 The Russian asset freeze and its unintended consequences 42:26 Gold does well in deflation too 45:48 The first Pentagon financial war game (2009) 49:54 Gold's trajectory: $10,000 to $25,000 or higher 51:45 The 1970s: When gold went up 2,700% 55:30 Anchoring bias and why $1,000 jumps get easier 56:33 Jim Rogers on the 50% retracement rule 58:49 Silver: Precious metal meets industrial input 63:21 Bold prediction: The potential breakup of NATO 67:34 Parting thoughts: True diversification

Did Trump embarrass America at Davos — or did he do exactly what world leaders fear most?

On this episode of Power and Market, Ryan, Connor, and Tho look at the headlines coming out of Davos, including Mark Carney's speech calling out the lie of a "rules-based international order," the European reaction to Trump's plans for Greenland, and the political fallout on both sides of the Atlantic.Don't forget, the Mises Institute's first event is coming up on February 21st in Oklahoma City. Join us for a look at Entrepreneurship Beyond Politics.Are you a grad student interested in Austrian economics? Consider the Mises Institute Summer Fellowship program this summer. Click here for more details.

At the beginning of Donald Trump's trip to Davos, the US president's plans for Greenland were vague, and a worry to European leaders. By the end of the day, military force was off the table and threats of tariffs dropped. This is just one example of what it has been like to follow Trump 2.0 in the last year. This week, Jonathan Freedland speaks to Ashley Parker of the Atlantic about why she thinks Americans are suffering from a new politically induced condition and why the midterms in November might be the perfect remedy

Javier Milei, President, Republic of Argentina, discusses free trade, markets, governance and global uncertainty with Bloomberg’s Editor-in-Chief John Micklethwait at Bloomberg House in Davos on the sidelines of the 2026 World Economic Forum.See omnystudio.com/listener for privacy information.

As the co-founder and CEO of Circle — the fintech powerhouse that issues USDC, a popular cryptocurrency pegged to the US dollar — Jeremy Allaire has had a front-row seat to the crypto revolution. Circle now commands a market cap of over $20 billion, yet Jeremy insists it is still an "early stage company." Why? Because the true transformation of the global economy, he says, is just beginning. "In this episode, Jeremy and Rufus discuss how the economic system is becoming “internet native," what happens when money becomes programmable, and why blockchain is the "major missing layer" of the internet. Sponsored By: Shopify - Start your $1/month trial at shopify.com/nbi —

Ashley and Nick Evancho say raising their young daughter, Sophia, is one of the most joyous things they've ever done. But the Evanchos also made a decision that's increasingly common for families in the U.S. and around the world: one is enough. The trend is leading to populations that are dramatically older, and beginning to shrink, in many of the world's biggest economies.Experts say a rapidly aging and gradually shrinking population in the world's wealthiest countries could force sweeping changes in people's lives, causing many to work longer before retirement, making it harder for business owners to find employees and destabilizing eldercare and health insurance programs.This story is part of NPR's Population Shift series.For sponsor-free episodes of Consider This, sign up for Consider This+ via Apple Podcasts or at plus.npr.org. Email us at considerthis@npr.org.This episode was produced by Paige Waterhouse and Connor Donevan, with audio engineering by Jimmy Keeley. It was edited by Andrea de Leon and Courtney Dorning. Our executive producer is Sami Yenigun.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy