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What if the rise of Apple also built modern China?a16z's Erik Torenberg is joined by board partner and former Microsoft Windows chief Steven Sinofsky to unpack how Apple's pursuit of design excellence and supply chain scale catalyzed China's manufacturing superpower status - and why that partnership is now under intense scrutiny.Inspired by the book Apple in China (but not a book review), the episode dives deep into:The early days of Apple's shift to Chinese manufacturing What experts got wrong in 1999 about trade, globalization, and China's trajectoryHow Tim Cook's operational playbook reshaped the global tech industryBehind-the-scenes stories from Microsoft's own hardware battles and Surface launchWhy Apple's entanglement with China may now be a strategic liabilityWhat COVID revealed about fragile global dependencies — and where innovation goes nextHow national policy, intellectual property, and AI intersect in the new industrial eraThe episode opens with a few reactions to WWDC: Apple's new UI, the iPad's evolving role, and why Apple's AI story still feels unfinished - before zooming out into one of the most consequential tech and geopolitical stories of our time.TImecodes:00:00 Introduction00:37 Guest Introduction: Steven Sinofsky00:49 WWDC Reactions and Apple's AI Story02:27 WWDC Highlights: Liquid Glass and iPad Updates05:16 Apple's AI Strategy and Market Dynamics06:34 Meta's AI Moves and Market Implications13:30 Apple's Manufacturing Evolution: From Garage to Global20:50 The Rise of ODMs and Global Manufacturing26:32 Microsoft's Struggle with Piracy in China27:19 Apple's Revolutionary MacBook Air29:30 Challenges in PC Manufacturing31:05 The Rise of Chinese Manufacturing Skills32:07 The Point of No Return for Apple and China32:59 Global Trade and Intellectual Property Issues37:04 COVID-19's Impact on Global Manufacturing41:19 Future of Innovation and Manufacturing47:10 Navigating Intellectual Property in the AI Era48:55 Conclusion and Final ThoughtsResources:Find Steven on X: https://x.com/stevesiFind Erik on X: https://x.com/eriktorenbergStay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
Michael talks with Kelly Ann Shaw, former Deputy Assistant to the President for International Economic Affairs, about President Trump's 'sledgehammer' approach to international trade and tariffs. Kelly Ann, who also served as Trade Counsel to the House Ways and Means Committee, explains the current state of the global "trade war," the strategic de-escalation with China on critical minerals, and the White House's broader push to rebalance trade relationships and counter what it calls unfair practices.
At a time when debates over tariffs, regulation, and the scope of government are back at center stage. Is this time in American history unprecedented, or can we find parallels in the past? For example, has trade “hollowed out” U.S. manufacturing—or have fact tariffs like the Corn Laws in Britain hurt working-class families the most? Was the Great Depression a failure of capitalism—rather than a policy crisis worsened by poor monetary responses and overreach? Today’s guest is Phil Gramm, a former U.S. Senator and author of “The Triumph of Economic Freedom.” We look at five periods of American history—the Industrial Revolution, Progressive Era, Great Depression, decline of America’s postwar preeminence in world trade, and the Great Recession—along with the existing levels of income inequality and poverty, leads many to believe in expanding government in American life. Gramm argues that the evidence points to a contrary verdict: government interference and failed policies pose the most significant threat to economic freedom.See omnystudio.com/listener for privacy information.
Stephanie Dominguez talks all about the Port of New York and New Jersey, big infrastructure projects, collaboration, sustainability & preparing for the future. IN THIS EPISODE WE DISCUSS: [04.30] An overview of the Port of New York and New Jersey, who they are and what they do. “We have a long history… Containerization started at our port.” [05.40] Why organizations should choose the Port of New York and New Jersey, the many factors that give them their competitive edge and how, in turn, that can give companies doing business with them their own competitive edge. “We're a world-class gateway port… We're focused on efficiency and reliability… Today we have 45 weekly ocean carrier services, and we're the first port of call on 75% of them.” [11.36] Some of the biggest challenges of the last few years, and why resiliency, communication and collaboration Is key. [15.43] The Port of New York and New Jersey's ‘Master Plan', and how a predicted increase in volume will impact the port and local community, from challenges to investments. [17.30] From road improvements to improving navigation channels, the major infrastructure projects the Port of New York and New Jersey is focused on right now, and how they work with other key stakeholders. “You have to have honest conversations. There will be times when you don't agree, but you'll find a solution together.” [22.58] The potential impact of those infrastructure challenges and opportunities, and the Port of New York and New Jersey's approach to embracing the future. “This industry is all about flexibility, adaptability – you never know what's going to happen… We have to be open-minded, and evolve with the industry. So when there's new emerging technologies or tools, it's common for people to be scared. But we need to educate ourselves, and work with other best practices.” [25.17] The Port of New York and New Jersey's new marine terminal operator leases with Port Liberty New York and Bayonne and the APM Terminals, and why they're all focused on planning for the future. [29.22] Why collaboration is so important as the industry prepares for the future, and Stephanie's advice for other organizations looking to improve their collaborative efforts. “Your partners are experts in what they do… So when they're at the table giving you honest feedback, listen… Bring them in at the beginning, proactively not reactively… It takes time, effort, it takes thick skin! But there's a level of respect and trust that builds out of those conversations.” [34.33] Key sustainability initiatives for the Port of New York and New Jersey. [38.04] What the rest of 2025 will bring for the Port of New York and New Jersey. RESOURCES AND LINKS MENTIONED: Head over to the Port of New York and New Jersey's website now to find out more and discover how they could help you too. You can also connect with the Port of New York and New Jersey and keep up to date with the latest over on LinkedIn, Instagram and X (Twitter), or you can connect with Stephanie on LinkedIn. If you enjoyed this episode and want to hear more about keeping freight moving, check out 388: See The Future of Transportation, with Win Global, 338: Set a New Standard for Global Trade, with Flexport or 406: Unlock the Opportunities of Cross-Border Ecommerce, with CargoWise.
Discover how global trade trends, supply chain resilience, and ESG strategies are reshaping business confidence in 2025. Julian Prower of Dun & Bradstreet shares insights on Taiwan's economy and SME growth. Download and listen to this episode of Innovative Breakthroughs for the full conversation. Event:D&B Taiwan Top 1000 SME Elite Award— AI Empowerment, Advancing Sustainability (2025鄧白氏中小企業菁英獎—AI 領航 永續升級) Date:2025/9/10(Wed.) location:Mandarin Oriental Taipei (台北東方文華酒店) Host:Kwangyin Liu, Senior Managing Editor of CommonWealth Magazine Guest: Julian Prower, D&B's Chief Operations Officer Producers: CWLAB,Integrated Communication Dept. This episode is sponsored by dun & bradstreet. -- Hosting provided by SoundOn
Topic I: Islam and Global Trade Topic II: Is Freedom of Speech in Danger? Introduction and NEWS Presenter(s): Imam Noor Hadi Imam Jaless Khan Guest(s): Ms Reem Shraiky Dr Meghan Cambell Professor John Quigley Producer(s): Haniah Sajid, Salman Khokhar and Hamida Iqbal Researcher(s): Tooba Daud, Fateha Iqbal, Maimuna Hydara
In this episode of The End in Mind, I'm joined by powerhouse CEO and industry trailblazer, Meg Gluth. As the owner of Catalynt Solutions, Inc.—one of the largest certified women-owned chemical distributors in North America—Meg offers a rare inside look at the hidden economy behind the products we use every day. We unpack the realities of international trade, tariffs, and supply chain challenges that affect everything from your gallon of paint to infant formula. Meg shares how global weather events, policy shifts, and economic uncertainty ripple through the manufacturing world—and ultimately shape what we pay as consumers. Whether you're an investor, business owner, or just curious about how things really get made, this episode will change the way you see global markets, pricing, and how to adapt in unpredictable times. Listen to hear:- Why tariff policy impacts everything from cost of goods to inflation- What it takes to keep supply chains resilient (especially for U.S.-made products)- How global uncertainty is shaping business decisions across industries- Meg's outlook on diversification, economic resilience, and smart investing About Meg Gluth:Meg is the CEO of Catalynt Solutions, Inc. and the first female Chair of the Board for the Alliance for Chemical Distribution (ACD). Under her leadership, Catalynt was named to the 2023 Middle Market Fast 50 and Meg earned the Ernst & Young Entrepreneur Of The Year® 2023. Her forward-thinking leadership is driving transformation across an often-overlooked industry. Where to find Meg:- LinkedIn: https://www.linkedin.com/in/megan-gluth/- Website: https://www.megangluth.com/ *Loved this episode?*Share it with a business-savvy friend or leave a review! Your support helps The End in Mind continue highlighting voices of impact, resilience, and innovation Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode #71 with Joshua Chu, Melizza Anievas, and Lucas Har
In this episode of The Quest for Success Podcast, we're joined by Bob Mosbaugh - an accomplished business leader whose career spans over 40 years in global consumer products. Bob shares his evolution from a young college graduate stepping into sales, to a visionary executive driving innovation, branding, and business growth at scale.Raised in a tight-knit family where confidence and creativity were core values, Bob reflects on how those early influences shaped his leadership style and passion for helping others. He walks us through his journey of managing household-name brands, navigating the complexities of global trade, and introducing cutting-edge technologies like 3D printing and AI into traditional product lines.Whether it's scaling a business, managing employee dynamics, or building new divisions to drive innovation - Bob offers insights rooted in decades of real-world experience. He also opens up about what success means to him today: less about personal wins, and more about giving back and mentoring the next generation.Key Takeaways ✅ Success evolves—from personal gain to empowering others ✅ Family confidence and curiosity shape leadership potential ✅ Your first job can shape your lifelong career direction ✅ Strong branding is powerful but costly—know the ROI ✅ Innovation isn't just invention—it's solving real problems ✅ Understanding supply chains helps drive meaningful innovation ✅ Business is about relationships, not just transactions ✅ Scaling companies is one of the toughest leadership challenges ✅ Maintaining a founder's mindset keeps teams agile and creative ✅ AI and 3D printing are transforming traditional industries ✅ Global trade is shifting—tariffs have long-term implications ✅ Giving back is key to creating a lasting legacyConnect with Bob MosbaughLinkedIn: linkedin.com/in/bob-m-0510229Follow us on all your favourite platforms:Youtube: https://www.youtube.com/@TheQuestforSuccessPodFacebook: https://www.facebook.com/people/The-Quest-For-Success-Podcast/61560418629272/Instagram: https://www.instagram.com/thequestforsuccesspod/Twitter: https://x.com/quest4success_LinkedIn: https://www.linkedin.com/company/the-quest-for-successTikTok: https://www.tiktok.com/@thequestforsuccesspodWebsite: www.thequestforsuccesspodcast.com Please share this around to anyone you think will get value from it : )
Kia ora,Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news we are still waiting for indications of the China-US trade talks in London.Meanwhile, the World Bank said global trade expansion is now at its weakest since 2008 as the tariff tit-for-tat undermines it. They say without a swift course correction, "the harm to living standards could be deep". But they still see a global expansion of +2.3%, largely driven by China, Indonesia, Thailand and India. The retreat of growth in the US will be sharp they say halving in 2025 (+1.4%) from 2024 (+2.8%). The EU will be largely unaffected and maintain their low growth. Japan's low growth is expected to rise in the next three years. They don't review Australia or New Zealand.Elsewhere, the overnight dairy Pulse auction brought downbeat results. The key WMP price fell -1.1% in a retreat expected by the derivatives market. But even at this level it remains in the rising trend that started in mid-2024. However, the SMP price fell a hard -4.8% and much more than expected. In fact, SMP prices have now broken through their weak rising trend, and look quite vulnerable.Also showing signs of running out of steam were US retail sales growth as measured by their Redbook survey. They were up +4.6% from the same week a year ago, the weakest rise since March 2024. After inflation, this isn't any better.The the US NFIB small business optimism survey turned up in May, the first time it has done that in 2025.There was a US Treasury 3 year bond auction earlier today and that showed a small fall-off in support, something worth watching. The winning investors got a median yield of 3.92%, up from the 3.77% at the prior equivalent event a month ago.Across the Pacific, Japanese machine tool orders came in at a similar level in May as April, but that is only a +3.4% gain from the same month a year ago. It was kept positive by export orders, although domestic orders, which had been strong earlier in the year, are now cooling.In China, concerns persist about overproduction in their car manufacturing sector even though local new-vehicle sales overall, including exports, rose almost +10% in April. Those concerns are rippling through commodities that supply this juggernaut industry. Rubber prices, for example, are being hit hard as buyers lose confidence the China car industry can avoid a crash like the property sector. There are signs the government there is worried too, with Beijing telling carmakers to make sensible commercial decisions.In Australia, the Westpac-Melbourne Institute consumer sentiment survey wasn't particularly upbeat, coming in little-changed in June from May. But at least it isn't going backwards. Aussie consumers remain relatively averse to real estate as an investment option and to risk in general. Indeed, responses to a question on the ‘wisest place for savings' suggest that the tariff-related turmoil this year has seen what was already a high level of risk aversion intensify even further.And staying in Australia, the closely-watched NAB business sentiment survey has improved marginally in May, recording its first positive reading in four months. But, business conditions weakened in this survey and it will be hard for sentiment to improve if business conditions get weaker. Those weaker conditions came from ongoing profitability pressures and soft demand, with signs of a further softening in labour demand.The UST 10yr yield is now at 4.47%, and down -2 bps from this time yesterday.The price of gold will start today at US$3,323/oz, and down -US$10 from yesterday.American oil prices are little-changed at just on US$65/bbl while the international Brent price is now just on US$67/bbl.The Kiwi dollar is now at 60.4 USc, and dipping -10 bps from yesterday at this time. Against the Aussie we are also down -10 bps at 92.7 AUc. Against the euro we are down -10 bps at 52.9 euro cents. That all means our TWI-5 starts today at under 68.4 and down a bit less than -10 bps from yesterday.The bitcoin price starts today at US$108,723 and up +0.4% from yesterday. Volatility over the past 24 hours has been low at just on +/-0.9%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.
What's going on in Global Trade this Week? Today Pete Mento and Doug Draper cover: 1:22 -US & China Meeting in London 3:56 -It's Good to be a Steamship Line 7:01 -Halftime 16:14 -Dirty Forwarders: Sport LA Inc 19:08 -English Mandate for Commercial Drivers https://youtu.be/6adVSUqbt5w www.capwwide.com/international-insights/6/9/25/gttw-podcast-episode-198
Continuing to focus on the Trump Administration tariffs, in this session, Crowell hosts Nicole Simonian and Dj Wolff, Co-Chairs of the International Trade Group, talk with Daniel Wolff, Crowell's Litigation and Trial partner, as they review and consider the impact of the Court of International Trade's recent decision on the tariffs imposed pursuant to the International Emergency Economic Powers Act (IEEPA). Global Trade Talks is a podcast that shares brief perspectives on key global issues on international trade, current events, business, law, and public policy as they impact our lives.
What's going on in Global Trade this Week? Today Pete Mento and Doug Draper cover: 2:00 - Rebuilding the US Merchant Marine 5:13 -The Waiting Game of Tariff Clarity 9:33 -Halftime 17:02 -The Ready Fleet 20:08 -European Style Apprentice Programs https://youtu.be/huJfYbJWT3M www.capwwide.com/international-insights/6/3/25/gttw-podcast-episode-197
China pushed back against U.S. accusations that it had violated a temporary trade agreement, Tensions between the U.S. and European Union also heightened after Trump said he would double steel tariffs to 50 percent, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth Advisors
Reactions to Sunday's shocking reports out of Russia and why the virtues of a shipping container may become more complicated in years to come. Then: questions on foldable phones, the io upside, and the future of apps, and NASCAR goes to streaming, where early returns are positive.
China pushed back against U.S. accusations that it had violated a temporary trade agreement, Tensions between the U.S. and European Union also heightened after Trump said he would double steel tariffs to 50 percent, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Wandile Sihlobo, Author and Agricultural economist at Agricultural Business chamber about South Africa's robust agricultural exports in Q1 2025, which totaled US$ 3.36 billion, despite global trade challenges. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
The Dow dipped Monday, the first trading day of June, as global trade tensions increased. We'll cover all of the market angles for you as we kick off a new trading month.Plus, White House officials are visiting Alaska to discuss a potential $40 billion gas pipeline project. Brian Sullivan is on the ground there.
The financial uncertainty involving Trump‘s tariffs continues. In addition to Trump‘s own stops and starts, causing all kinds of market volatility, now the courts are involved. Wednesday night, the federal court of international trade, put a stop to Trump‘s tariffs, saying he lacked the emergency authority to put them in place. Hours later, a federal appeal court paused that ruling allowing Trump to move forward with his tariffs for now. Trump is already calling for the Supreme Court to back him up.. We'll check in with journalists Michael Shure and Jim Avila to find out what they think about the latest tariff power struggle. We've heard from a couple of listeners this week regarding a wild Florida story. Let's just say gators are involved. Friday Fabulous Florida is upon us. The Culture Blaster Michael Snyder joins the show to share his thoughts about the latest offerings at the movie theaters and on streaming services.
“If one believes that this is a restructuring of the global trading system, as a lot of people do, then it is fait accompli, the United States is no longer going to have open capital account,” says Luke Gromen, founder and president of Forest for the Trees (FFTT). He explains to Daniela Cambone that if the US keeps its capital account open while China restricts capital flows, it risks becoming a source of funds for a heavily indebted global economy during trade disruptions. “Everybody wants to get their money out of China. Chinese say no. Then they go... to the US, sell stocks, sell treasuries. And the US loses the trade war.” Gromen also highlights that the status of gold has been strengthened since the 2008 financial crisis, when it became clear that the US would not reform fiscal policy but instead print money to resolve crises. “Gold is both preserving purchasing power and providing absolute national control,” he concludes. Watch the video to learn more of his insights and understand the evolving dynamics of global capital flows and the strategic importance of gold in today's geopolitical landscape.
A new survey reveals that the U.S. implemented the world's highest number of new trade barriers in the first three months of this year, escalating global trade tensions and threatening supply chain stability.
This week's guest is Jason Haith, Vice President Commercial Forwarding US & Mexico, for DP World. With 20+ years experience in Import/Export operations, Jason is the perfect person to discuss global trade in general and trade with Mexico in particular. In our conversation, we discuss how trade between the US and Mexico has changed over the years, the impact of recent tariffs being enacted and then almost immediately modified or removed, and how Near or Friend shoring might evolve.
Strategists Thomas Mucha and Johnny Yu discuss US-China strategic decoupling, trade tensions, and the implications for global markets and supply chains.2:25 – Pause of US “reciprocal” tariffs on China6:00 – National security concerns and market takeaways10:10 – Impact on global supply chains15:20 – Effects on other strategic allies and international relationships23:10 – US self-isolation and long-term investment themes
Stephen Grootes speaks to Stephán Engelbrecht, portfolio manager for Mazi NextGen at Mazi Asset Management and Chris Eddy, head of investments at 10X investment about the impact of global trade peace on retirement portfolios, exploring whether offshore investments are still a smart play in today's uncertain economic landscape. Investment School is brought to you by CFI, an Authorized FSP. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
President Donald Trump threatened to escalate the trade war with the EU last week – in a social media missive, he suggested a 50% tariff on the EU starting June 1st. Days later, he walked that back and temporarily paused the tariffs until July 9. Andrew Wilson, Deputy Secretary-General and Global Policy Director at the International Chamber of Commerce, joined Brittany Lewis on "Forbes Newsroom" to discuss.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The U.S. has enjoyed unchallenged economic, technological and military dominance globally for several decades, but its hegemony is at risk as a strengthening China has shaken the status quo. The Trump administration seeks to reaffirm the U.S.'s superiority through policies focused on homeshoring, innovation through deregulation, and reducing global reliance on the USD as reserve currency, but with all of these priorities driving policy, what is the future of the new global order? What is the impact on investors as the U.S. renegotiates its position on the global stage?Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) in conversation with Kevin Hebner, Managing Director, Global Portfolio Management, Epoch Investment Partners, Inc. as they dive into Kevin's latest whitepaper looking at the key drivers of Trump's policy pivots, and what might be ahead for investors when the dust settles. Highlights include: (00:01:25) Key themes of the new global order(00:05:48) Can the U.S. successfully "homeshore" its manufacturing?(00:12:29) The goal for the U.S. dollar(00:18:35) Outlook for U.S. and global equity markets(00:23:32) Prime Minister Mark Carney and Canada's role in the new global order For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
The US attention paid to Greenland, which has created headlines recently, should not be ignored by investors. Confluence Associate Market Strategist Daniel Ortwerth joins Phil Adler today to discuss why Greenland matters.
In this special episode, recorded live from TransUnion's annual Financial Services Summit in Chicago, hosts Craig and Josh are joined by Paul Gruenwald, Chief Global Economist at S&P Global Ratings. The conversation kicks off with an in-depth exploration of the economic impacts of tariffs, financial implications of tightening federal spending, and why tracking the labor market is key to predicting a recession. Paul then shares his take on the future of the US labor market, including the potential for increased domestic manufacturing, and discusses implications of AI. Shifting gears to global trade, they consider the connections between savings, investments and net exports, and assess the US dollar's status as the global reserve currency. Finally, they examine significant investments in renewable energy projects and macroeconomic impacts of moving away from a fossil fuel-based economy. The information discussed in this podcast constitutes the opinion of TransUnion, and TransUnion shall have no liablity for any actions taken based upon the content of this podcast.
What's going on in Global Trade this Week? Today Pete Mento and Doug Draper cover: 3:06 -USPS Announces New Postmaster General 7:03 -EU Trade War? Not Really, But Still Interesting 11:08 -Halftime 22:41 -Tariffs, Uncertainty, and Global Economic Growth 27:32 -MSC Sending Ships Through the Suez Next Month www.capwwide.com/international-insights/5/27/25/gttw-podcast-episode-196 https://youtu.be/X8okeMZ0Ckw
Evan Smith is the co-founder and CEO of Altana, one of a few companies that have a global view and insight into the world's supply chains. Think LinkedIn, but with the ability to track every step of a product's movement from raw materials to store shelves. That lets him see firsthand how President Trump's tariffs have thrown global trade networks into chaos as companies rush to rework every step of the manufacturing process. And Smith says this is just the beginning. Is the era of global free trade over? And if so, what comes next? Smith speaks to WSJ's Christopher Mims and Tim Higgins on the latest episode of the Bold Names podcast. Check Out Past Episodes: Venture Capitalist Sarah Guo's Surprising Bet on Unsexy AI What This Former USAID Head Had to Say About Elon Musk and DOGE ‘Businesses Don't Like Uncertainty': How Cisco Is Navigating AI and Trump 2.0 Palmer Luckey's 'I Told You So' Tour: AI Weapons and Vindication Let us know what you think of the show. Email us at BoldNames@wsj.com Sign up for the WSJ's free Technology newsletter. Read Christopher Mims's Keywords column. Read Tim Higgins's column. Learn more about your ad choices. Visit megaphone.fm/adchoices
Amid ongoing global trade tensions and a shifting U.S.-China dynamic, India is positioning itself as a strategic alternative in global supply chains. But its push to become a major manufacturing power is shaped by internal constraints, a pressing need to reduce dependence on Chinese imports, and long-term policy challenges. From strategic sectors like ICT to deeper issues in infrastructure and industrial capacity, this story explores India's economic strategy, and the risks and opportunities that lie ahead.
Amid ongoing global trade tensions and a shifting U.S.-China dynamic, India is positioning itself as a strategic alternative in global supply chains. But its push to become a major manufacturing power is shaped by internal constraints, a pressing need to reduce dependence on Chinese imports, and long-term policy challenges. From strategic sectors like ICT to deeper issues in infrastructure and industrial capacity, this story explores India's economic strategy, and the risks and opportunities that lie ahead.
Radhika Das, IFN Journalist, interviews Youssef Ben Henda, Senior Regional Officer, Arab World & Turkey-Representative Offices, Islamic Banking, Union de Banques Arabes et Françaises (UBAF), on the evolution and impact of UBAF's long-standing partnership with ICIEC, the role of the Documentary Credit Insurance Policy in facilitating trade and prospects for future collaboration amid shifting global trade dynamics.
Industry leaders Gabrielle Griffith, a renowned trade compliance strategist, and Justin Sherlock, founder of innovative trade technology startup Caspian, unveil the transformative potential of intelligent frameworks in navigating today's complex global trade landscape. What You'll Learn: Gabrielle Griffith's three-legged operational framework (People, Process, Systems) Justin Sherlock's technological approach to duty optimization Practical strategies for leveraging AI in trade compliance Innovative methods for managing global trade challenges Spotlight on Expertise: Gabrielle Griffith: Director at BPE Global, trade compliance thought leader https://www.linkedin.com/in/ggriffith/ Justin Sherlock: Caspian CEO & co-founder, specializing in duty drawback and trade tech solutions https://www.linkedin.com/in/justin-sherlock/ Perfect for: International trade professionals Supply chain managers Customs compliance specialists Technology innovators Business leaders in global commerce Transform your approach to global trade with cutting-edge strategies from industry experts Gabrielle Griffith and Justin Sherlock. Embrace innovation, mitigate risks, and unlock new opportunities in international commerce. In the midst of all this chaos, education is your best ally. Access Exclusive Resources Here ⏬ Recommended Resources: Check out these courses we offer here at GTC!
Michael Linford, Chief Operating Officer at Affirm, breaks down the 'buy now, pay later' giant's recent earnings report, which pointed to lower-than-expected guidance going forward. While guidance did miss estimates, Linford explains that consumer health and spending are still solid despite negative sentiment from the global trade war. Linford also talks about how Affirm is navigating a consumer environment that is fearful of a potential recession.The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded security as a recommendation to buy, sell or hold that cryptocurrency or security. Guests and hosts are not affiliated with or endorsed by Public Holdings or its subsidiaries. You should make your own financial and investment decisions or consult respective professionals. Full disclosures are in the channel description. Learn more at Public.com/disclosures.Past performance is not a guarantee of future results. There is a possibility of loss with any investment. Historical or hypothetical performance results, if mentioned, are presented for illustrative purposes only. Do not infer or assume that any securities, sectors or markets described in the videos were or will be profitable. Any statements of future expectations and other forward-looking statements are strictly based on the current views, opinion, or assumptions of the person presenting them, and should not be taken as an indicator of performance nor should be relied upon as an investment advice.
What You'll Learn:Why legacy OMS architectures struggle in modern fulfillmentHow orchestration is different from integration—and why it mattersThe real reason Amazon can keep its delivery promisesWhy EDI still dominates $33T in global trade—and what to do about itWhat composability looks like in warehousing vs. commerceHow AI is shifting the scale-up model for logistics operationsThe strategic gap between system connectivity and execution logictech. Highlights:[00:03:48] – What's broken in traditional OMS architecture[00:06:10] – The orchestration gap and delivery promises[00:08:11] – Why logistics hasn't adopted composability[00:13:46] – $33T and the enduring power of EDI[00:20:34] – AI-native ops and the future of lean scale[00:23:30] – What Pippen reveals about agent-based orchestrationQuotes:[00:05:10]: “Legacy order management systems are applications sitting on top of a database… they demand to be the system of record.” – Kelly[00:06:57]: “The true game changer is when you combine with the iPaaS… I know what an order actually means. It's not just a translation. That changes so much of your business.” – Ninaad[00:09:52]: “The fundamental problem: consumers are buying on more and more channels.” – Mo[00:21:22]: “Building a $10 million ARR business with just a few people is now possible with AI.” – NinaadAbout the Guests: Mo Afshar is the Co-Founder and CEO of Pipe17, a logistics orchestration platform that helps brands and 3PLs connect and automate fulfillment workflows. LinkedIn Kelly Goetsch is the COO of Pipe17 and formerly Chief Strategy Officer at commercetools and Co-Founder of the MACH Alliance. LinkedInPipe 17 LinkedInThose interested in learning more about Pipe17 or seeing a demo can visit this link https://pipe17.com/book-a-demo/ Subscribe and Keep Learning!If you're a logistics leader looking to scale sustainably, don't miss out! Subscribe for more expert strategies on tackling modern supply chain challenges.Be sure to follow and tag the eCom Logistics Podcast on LinkedIn and YouTube
Paul and Evan open the show talking about how tax law changes have affected the way you take an income from certain investments over the last 50 years. They then pivot into a conversation around tariffs and changes in global trade that could create new opportunities and challenges for jobs as we see technology change the way that businesses innovate and operate. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
In this packed Friday edition of The Daily Herold, Jon Herold tackles the controversy around James Comey's now-deleted “8647” Instagram post, which the Trump administration is investigating as a potential call for assassination. Jon weighs the possible meanings, whether it was an actual coded threat or just another case of elite hubris, and reacts to Trump's own fiery response. Next, Herold dives into breaking developments within the FBI as Cash Patel reveals the agency is abandoning the Hoover Building and decentralizing operations across the U.S., a move Trump hinted at months earlier. He connects the dots between the shake-up and broader efforts to purge corruption, including the shutdown of the FBI's public corruption unit that once helped launch the Arctic Frost probe into Trump. Other highlights include UnitedHealth's dramatic collapse amid federal fraud investigations, Trump's post-Middle East warning to 150 countries about pending tariffs, and the ongoing GOP failure to pass the “Big Beautiful Bill.” Jon also covers the EU's Digital Services Act and the Trump administration's pushback against global censorship laws. Blending breaking news, geopolitical analysis, and unfiltered commentary, this episode captures the chaos and clarity of a movement reclaiming power one headline at a time.
We kick off with the latest developments in U.S.–China trade talks. The government just cut tariffs by 115%, effectively returning us to the original 30% rate where this economic game of chicken began. Is this The Art of the Deal in action—persistence, bluffing, and pushing boundaries to secure favorable “deals”? Next, AMC is trying to lure movie buffs back to theaters with half-price tickets on Wednesdays—just in time for the summer blockbuster season. We dive into the state of the cinema industry, how box office performance stacks up against broader consumer spending trends, and whether COVID has permanently changed how we watch movies. After the break, we explore the question: Does the energy demand of AI make electric utilities a potential investment play? One investor wonders if AI is a boon for individual electric companies—or if the better move is gaining exposure through a sector fund or ETF. Circling back to Trump-style deals, we examine what Republicans are proposing for the 2025 tax package—including a tax exemption for tipped income, an income tax carve-out for overtime pay, and a potential increase in the SALT deduction. To wrap up, we tackle the persistent lack of transparency in medical billing—particularly timely as UnitedHealth Group faces a federal investigation into Medicare fraud. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 17, 2025 | Season 39, Episode 20 Timestamps and Chapters 5:49: Art of the Trade Deal 15:58: AMC's Curtain Call 32:35: AI's Power Play 39:13: Tax Free Tips 45:53: The Cost of Care Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
Jason Scott sits down with Gregg Doud, president of the National Milk Producer's Federation, to discuss the evolving dairy industry, highlighting rising global protein demand, the need for better ag education among policymakers and the importance of technology and sustainability. He emphasizes trade diversification, regulatory reform and industry unity while advising future ag leaders to focus on communication, risk management and strong mentorship.
In a powerful and emotionally charged broadcast, the tragic murder of 40-year-old Larisha Sherrell Thompson by six illegal immigrants in Lancaster County becomes a flashpoint for criticism of South Carolina's immigration enforcement under Governor Henry McMaster. The commentary calls for immediate action, citing Florida's more aggressive policies as a model. Shifting from local tragedy to global tensions, the episode also delves into the recent U.S.–China trade negotiations, debunking media misreporting and highlighting Trump's tough stance against the Chinese Communist Party. Through both segments, the host weaves a common thread: failed leadership has dire consequences—whether at home or on the world stage.
Economist and former Greek finance minister Yanis Varoufakis discusses the merits and pitfalls of Trump's tariff plan, growing populist movements in Europe, the EU's "dangerous" and misguided push toward military Keynesianism, and Israel's destruction of Gaza. ----------------------------------------------------- Watch full episodes on Rumble, streamed LIVE 7pm ET. Become part of our Locals community Follow System Update: Twitter Instagram TikTok Facebook LinkedIn
Though Jake is absent for the week, Danny and Derek remain steadfast in their dedication to bring you news. They discuss the U.S.-Houthi ceasefire (2:04); the Israeli government's plans for Gaza (6:49); Trump's push for a Gaza ceasefire and Saudi deal on his upcoming Middle East trip (12:54); new clashes between India and Pakistan as well as more details from Wednesday morning's strikes (16:41); the possibility of U.S.-China trade talks (20:28); the reality of a U.S.-U.K. trade deal (22:30); drone strikes on Port Sudan (25:41); peace talks in the DRC (27:49); Vladimir Putin's V-E Day ceasefire (30:41); Friedrich Merz's chaotic chancellor election (32:48) and the AfD's potential classification as an extremist group (34:33); the European Union's effort to poach U.S. academics (36:36); and finally, the Trump administration's push for countries to adopt Elon Musk's Starlink satellite internet service (39:13). Then, after the show, Danny and Derek speak with Trevor Beaulieu and Josh Olson about their new podcast, "White Canon." Check out White Canon here! Learn more about your ad choices. Visit megaphone.fm/adchoices
Though Jake is absent for the week, Danny and Derek remain steadfast in their dedication to bring you news. They discuss the U.S.-Houthi ceasefire; the Israeli government's plans for Gaza; Trump's push for a Gaza ceasefire and Saudi deal on his upcoming Middle East trip; new clashes between India and Pakistan as well as more details from Wednesday morning's strikes; the possibility of U.S.-China trade talks; the reality of a U.S.-U.K. trade deal; drone strikes on Port Sudan; peace talks in the DRC; Vladimir Putin's V-E Day ceasefire; Friedrich Merz's chaotic chancellor election and the AfD's potential classification as an extremist group; the European Union's effort to poach U.S. academics; and finally, the Trump administration's push for countries to adopt Elon Musk's Starlink satellite internet service.Then, after the show, Danny and Derek speak with Trevor Beaulieu and Josh Olson about their new podcast, "White Canon."Check out White Canon here!Topics:02:04 The US-Houthi ceasefire.06:49 Israel's plans for Gaza.12:46 Donald Trump's planned visit to the Persian Gulf and his goals.16:34 Tthe new clashes between India and Pakistan.20:21 Potential US-China trade talks.22:41 The US-UK trade deal.23:44 The recent Australian elections.25:50 The RSF attacking Port Sudan.27:59 The advancing peace talks in the Democratic Republic of the Congo.30:44 Putin's VE Day ceasefire and its effectiveness.32:51 Friedrich Merz needing a second ballot to become German chancellor.34:37 The AFD party in Germany.36:34 The EU's efforts related to academics.39:17 US pushing countries to adopt Starlink.42:30 Discussuin w/ Trevor Beaulieu and Josh Olson about their new podcast, "White Canon."Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Paramount strikes again. Times Square gets a brand new art project. Are we seeing plans for Disneyland Abu Dhabi?President Donald Trump has announced that there will be a major trade announcement today. It looks like Trump has made his first big trade deal. Who's it with? The world wants to know.The FBI made some big busts, more and more fentanyl is getting taken off the streets and illegal aliens are getting deported. But, it's not all sunshine and roses for the Trump Administration's Department of Justice. We're going to grade Attorney General Pam Bondi's performance so far, and we're not grading on a curve.GUEST: Josh FirestineLink to today's sources: https://www.louderwithcrowder.com/sources-may-8-2025CALL 1-800-958-1000 or visit http://www.tnusa.com/crowder to get started with Tax Network USA!DOWNLOAD THE RUMBLE APP TODAY: https://rumble.com/our-appsJoin Rumble Premium to watch this show every day! http://louderwithcrowder.com/PremiumGet your favorite LWC gear: https://crowdershop.com/Bite-Sized Content: https://rumble.com/c/CrowderBitsSubscribe to my podcast: https://rss.com/podcasts/louder-with-crowder/FOLLOW ME: Website: https://louderwithcrowder.com/ Twitter: https://twitter.com/scrowder Instagram: http://www.instagram.com/louderwithcrowder Facebook: https://www.facebook.com/stevencrowderofficialMusic by @Pogo
- Gene Soroca's Interview and Port of Los Angeles Situation (0:00) - Impact on Global Trade and Economic Ripple Effects (4:19) - Retailers' Inventory and Shortages (6:22) - Long-Term Economic Consequences (17:16) - Trade Deal Scenarios and Their Implications (17:37) - Preparation and Stockpiling Strategies (1:02:25) - Health Ranger Store and Product Availability (1:08:49) - Investments in Research and Development (1:21:21) - New Studio and Lab Experiments (1:24:46) - New Studio and Content Expansion (1:27:09) - Dioxin Testing and Lab Investments (1:29:05) - Expanding Testing Spectrum and New Partnerships (1:31:27) - Free Content and AI Knowledge Base (1:33:44) - Support and Future Plans (1:39:24) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com
- Trump's Trade Embargo Announcement (0:10) - Impact on Global Trade and BRICS (4:08) - Challenges for U.S. Retailers and Manufacturers (16:32) - China's Strategic Response and Cultural Resilience (16:49) - Geopolitical Implications and Economic Collapse (34:05) - Preparation and Survival Strategies (1:06:23) - Special Reports and Additional Resources (1:14:50) - Mike Adams' Analysis of Geopolitical Factors (1:26:57) - Trump's Strategic Priorities and Western Europe's Reaction (1:30:44) - China's Strategic Advancements and Economic Dominance (1:37:11) - China's Long-Term Strategic Goals and Military Capabilities (1:40:57) - The Petrodollar System and Its Imminent Collapse (1:48:16) - The Rise of the BRICS Nations and the BRICS Blockchain (1:57:51) - Beljanski Foundation's Research and Clinical Trials (2:03:26) - The Importance of Nutritional Milestones and Health Choices (2:23:24) - The Future of Cancer Treatment and Research (2:29:31) - The Role of Technology and Information in Health (2:43:18) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com
Peter Schiff critiques Trump's market manipulations, discusses gold and Bitcoin's movements, and highlights economic weaknesses, suggesting gold mining stocks as a superior investment strategy.This episode is sponsored by Kalshi. Get $10 when you sign up and makes a $100 trade by 4/28/25 at https://kalshi.com/goldNew song by Laughing Cats: https://open.spotify.com/album/5u5RJ6to4r0onnugvZt3mZ?si=jQO0r0jDQx2yPc2D73Of3APeter Schiff discusses the market's recent rally as a bear market rally and critiques former President Donald Trump's offhand comments about Jerome Powell's rate policies. Schiff argues that Trump's administration manipulated markets with strategic statements, but didn't address the fundamental economic issues, like the hollowing out of America's manufacturing base. Schiff also discusses gold's surge to a near all-time high, contrasting it with Bitcoin's performance. He criticizes the U.S. focus on becoming a crypto superpower at the expense of industrialization. Schiff concludes with commentary on rejected mortgage refinancing applications and existing home sales reflecting economic weakness, promoting gold and gold mining stocks as the best investment strategy.