Podcasts about Globalization

Kevin Muir of The MacroTourist joins Matt Zeigler to break down the bond market, Scott Bessent's Treasury buybacks, the Treasury General Account, AI-driven earnings growth, leveraged ETF risk, gold and the U.S.-Canada trade fight. Kevin explains why rising long-term yields may be less surprising than investors think, how the AI capex boom can inflate earnings before costs show up, and why leveraged ETFs and policy uncertainty could make markets more fragile.Kevin Muir on Xhttps://x.com/kevinmuirThe MacroTouristhttps://themacrotourist.comTopics coveredWhy stronger nominal GDP, large fiscal deficits and record corporate issuance are pressuring long-term Treasury yieldsHow Scott Bessent's Treasury liquidity buybacks work and why investors are comparing them with QE and Operation TwistHow replacing long-dated Treasuries with T-bills could ultimately force reserve management purchases by the Federal ReserveWhy the Treasury General Account matters for liquidity and why attempts to manage the yield curve can distort market signalsJim Chanos's "earnings bubble" argument and how massive AI data-center capex can boost current earnings while costs are amortizedWhy stock prices can fall before forward earnings estimates roll over, and why retail investors may have an advantage over institutionsHow daily-reset leveraged ETFs create reflexive buying and selling and could amplify a semiconductor or single-stock selloffWhy Kevin is bullish on gold again, the role of People's Bank of China demand, and how he combines fundamentals with technical signalsWhy platinum below production cost caught his attention and what rolling mini-bubbles in gold, silver and AI say about investor psychologyWhat 2025 U.S.-Canada trade data says about autos, oil and gas, manufacturing, tariffs and the economic cost of policy uncertaintyTimestamps00:00 Intro06:31 Scott Bessent's Treasury buybacks and the bond market10:39 How T-bill issuance could lead to debt monetization18:25 The AI capex boom and the "earnings bubble"22:27 The giant bet embedded in accelerating AI earnings27:37 Why leveraged ETFs are changing market structure32:00 How forced ETF unwinds can amplify a selloff36:41 Why Kevin is bullish on gold again41:57 Platinum, production costs and the precious metals trade46:08 Sentiment extremes and why popular trades get dangerous51:00 Globalization, manufacturing and America's distribution problem55:00 Why oil and gas dominate the U.S.-Canada trade deficit59:00 How tariff uncertainty can deter U.S. manufacturing investment01:03:10 The trade math Kevin wants investors to seeLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceDe-globalization has kicked into a higher gear.The US is now forcing the nations of the world to choose sides: are you with us, or Iran?And obviously this pressure further complicates America's relations with China.Also, stablecoins will soon be used as a form of further economic pressure on countries not aligned with the US?What will this mean for the global chessboard?And which assets should fare relatively better in this new era?To hear the answers Michael Every, head of Global Strategy at Rabobank, watch this video.#geopolitics #iranwar #stablecoin _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/disclosureThoughtful Money Agreement: https://thoughtfulmoney.com/agreementIMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

It feels like we're stuck in an endless debate about what AI is going to mean for jobs and the economy. The prediction you hear from the people closest to the technology — both its critics and its boosters — is that mass automation is coming, and with it mass unemployment. In response, some AI CEOs are promising a post-labor Golden Age of abundance and universal high income. But you also hear from some techno-optimists and economists that AI will create more jobs than it destroys and that society's fears are unjustified. When these arguments are traded back and forth, no one can know what's actually true, and nothing happens. And caught in the middle of this debate are actual workers trying to figure out what this means for their family and themselves, or whether their kids should go to college. And as long as that debate stays alive, nobody plans or takes action ahead of what's coming. So this week on Your Undivided Attention, rather than continuing to referee this debate, we follow the incentives and show you where they're actually taking us in the very near future. Our guest, economist Molly Kinder, argues that we're entering what she calls the “messy middle”: a period of concentrated and uneven workforce disruption. She has evidence-based arguments about where, specifically, AI will affect the labor force, what the second and third-order consequences of those effects might be, and what we need to do today to protect people's livelihoods. Molly recently left her position as a senior fellow at the Brookings Institution to become the founding CEO of a new organization dedicated to addressing AI's impact on jobs. Her Substack, Kinder Futures: Dispatches on AI, Work & What Comes Next, features some of the clearest-eyed analysis of AI's impact on the economy.RECOMMENDED MEDIA Kinder Futures: Dispatches on AI, Work & What Comes Next (Molly's Substack) Molly's blog posts at Brookings The Yale Budget Lab's AI Labor Market Tracker RECOMMENDED YUA EPISODES AI and the Future of Work: What You Need to Know Is AI Productivity Worth Our Humanity? with Prof. Michael Sandel AI and Jobs: How to Make AI Work With Us, Not Against Us with Daron Acemoglu   Corrections Molly incorrectly referred to cuts to “Medicare for the neediest populations.” The cuts she describes are to Medicaid. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Adding languages is the easy part. Keeping quality stable while your company grows fast, your release cadence accelerates, and AI changes the product surface every week is where globalization teams earn their keep.In this episode, we sit down with Cristina Núñez, Senior Manager of Globalization at ŌURA, to unpack how a small localization team supports global product launches across 21 languages without simply hiring its way out of the problem. We talk about the shift from “startup knowledge in people's heads” to a scalable localization operating model built on documentation, clear workflows, stronger handoffs, predictable planning, and systems that can carry the load. 

What does soccer have to do with Zionism? More than you might think. Today, competitive sports feel like an obvious part of Israeli culture. But when Zionism was taking shape in the early 20th century, sports were anything but obvious. Many Zionists actually preferred gymnastics, believing it would build a healthier, more disciplined—and more ideal—Jew. So how did competitive sports win out? In this fascinating episode, Dr Ofer Idels, fellow in Israel Studies at the University of Calgary, takes us back to interwar Palestine, when Jews were debating what kind of bodies, citizens, and society they wanted to create. Along the way, we discover how sports became entangled with nationalism, Hebrew culture, masculinity, capitalism, the British Empire—and the very idea of what it meant to be a "new Jew." And here's the intriguing part: Idels argues that even something as seemingly apolitical as sport can reveal the ideology shaping a society. Read more in his book, Embodying the Revolution: The Hebrew Experience and the Globalization of Modern Sports in Interwar Palestine.

حلقة جديدة من البودكاسترز مع الاقتصادي مدحت نافع، بنتكلم فيها عن الاقتصاد المصري، التضخم وغلاء الأسعار، قيمة الجنيه، الديون، التمويل الاستهلاكي، والاستثمار وقت الأزمات. بنتناقش كمان في مستقبل الشغل والذكاء الاصطناعي، الاقتصاد الريعي والإنتاجي، العولمة، والسياحة في مصر. A new episode of ElPodcasters featuring economist Medhat Nafei, discussing Egypt's economy, inflation, rising prices, the Egyptian pound, debt, consumer finance, and investing during economic uncertainty. We also explore the future of work, AI, globalization, productive economies, and Egypt's tourism potential. رابط موقعنا, انضم إلى مجتمعنا: https://www.elpodcasters.com/ our website link, join our community: https://www.elpodcasters.com/ ‎اسمعوا البودكاسترز على | Listen to El-Podcasters on Spotify - https://anchor.fm/elpodcasters Apple - https://podcasts.apple.com/eg/podcast/el-podcasters/id1633419184 Anghami - https://play.anghami.com/podcast/1029463712 El-Podcasters Social Media | منصات التواصل الإجتماعي للبودكاسترز: Instagram - https://www.instagram.com/elpodcasters Tiktok - https://www.tiktok.com/@elpodcasters Facebook- https://www.facebook.com/elpodcasters Linkedin - https://www.linkedin.com/company/elpodcasters/ X - https://www.twitter.com/elpodcasters Snapchat - https://snapchat.com/t/3Zbo2vzS Bassel Alzaro - https://www.instagram.com/basselalzaro https://www.facebook.com/BasselAlzaroX https://snapchat.com/t/CoWlatfk Karim Rihan - https://www.instagram.com/karimrihann Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode Summary We discuss the shift from left-right politics toward individualism versus collectivism, the limits of postmodernism, and the idea that modern culture is entering a new "metamodern" or quantum era. The conversation ranges across activism, truth-testing, cognitive systems, Canada's political identity, and Michael's vision for a more sovereign, self-reliant future. Now based in Toronto, Adamson continues to produce ambitious, materially committed paintings that speak directly to the current cultural hunger for authenticity, optimism, and human presence in a digitally saturated age... Canadian painter and writer. "niche dissident/art-critic"-Grok https://x.com/FalconerAdamson https://www.michaeladamson.art/paintings-1 Key Topics Michael Adamson's background as a Canadian painter, writer, and dissident commentator Vancouver in the 1990s and how Canada has changed over time The move from left-right politics to individualism vs. collectivism Postmodernism, metamodernism, and "what comes next" Truth, discernment, and how to test what's real in an information-saturated world Canada's role in globalization, sovereignty, and resource use The "garrison" metaphor for Canada Elbows up, MAID, and political symbolism A vision for a freer, more technologically self-directed Canada   To gain access to the second half of show and our Plus feed for audio and podcast please clink the link http://www.grimericaoutlawed.ca/support. For second half of video (when applicable and audio) go to our Substack and Subscribe. https://grimericaoutlawed.substack.com/ or to our Locals  https://grimericaoutlawed.locals.com/ or Patreon https://www.patreon.com/grimericaoutlawed   Support the show directly: https://open.spotify.com/show/2punSyd9Cw76ZtvHxMKenI?si=ImKxfMHgQZ-oshl499O4dQ&nd=1&dlsi=4c25fa9c78674de3 Watch or Listen on Spotify https://www.simulationmaps.com/#products Disaster Maps, Volcano Sim, Asteroid Sim, Shipwreck Map, UFO Map etc https://grimericacbd.com/ CBD / THC Tinctures and Gummies https://grimerica.ca/support-2/ Our Adultbrain Audiobook Podcast and Website: www.adultbrain.ca Check out our next trip/conference/meetup - Contact at the Cabin www.contactatthecabin.com Join the chat / hangout with a bunch of fellow Grimericans  Https://t.me.grimerica grimerica.ca/chats   Discord Chats Darren's books www.acanadianshame.ca Sign up for our newsletter http://www.grimerica.ca/news InstaGRAM https://www.instagram.com/the_grimerica_show_podcast/  Purchase swag, with partial proceeds donated to the show www.grimerica.ca/swag ART - Napolean Duheme's site http://www.lostbreadcomic.com/  MUSIC Tru Northperception, Felix's Site sirfelix.bandcamp.com      Minimal Timestamp Highlights 0:02— Introduction to Michael Adamson 2:32— Vancouver, tuition, and student activism in the 1990s 7:07— Activism, the internet, and a new political lens 13:44— Postmodernism and hyper-individuality 15:08— What comes after postmodernism 22:13— "Infer, discern, self-regulate" 28:31— Net zero and truth-testing 31:45— Canada as a "garrison" 46:29— "Elbows up" and the MAID discussion 56:58— Globalization 2.0 and the future of governance 59:04— "Cansit" and Canadian exit from extractive systems    

Send us Fan MailToday we're releasing a new episode from a brand new series called the Boundless Body Radio Heritage Series! I wanted to do something extra special to celebrate 1,000 podcast episodes recorded here at Boundless Body Radio, a milestone that we hit on June 24, 2026!These episodes are actually not new, although they might be new to you! When we first got started back in October, 2020, I was so fortunate that so many incredible people said "YES" to being hosted on the show, however, we didn't have very many listeners at the time!Today, we get thousands of downloads every single month, and are usually included in the top 150 Fitness and Nutrition Podcasts on the Apple Podcast charts!To honor our amazing guests, I will be selecting one of those original episodes and posting them here on for this special series!As I was going through these episodes again, I remembered how valuable these conversations actually were. it was really striking how much the information these experts have shared has born out to be even more accurate several years later.The audio quality of a show was not as good back then as it is now, but I still really hope you enjoy these episodes, and find them relevant and helpful to you today!Cheers, thanks as always for listening, and I really hope you enjoy this episode of the Boundless Body Radio Heritage Series!Nina Teicholz, PhD, is a returning guest on our show! Be sure to check out her first three appearances on Boundless Body Radio, on episode 50,  episode 258, and episode 347 of our show!Nina Teicholz, PhD, is a science journalist and author of the New York Times bestselling The Big Fat Surprise: Why Butter, Meat, and Cheese Belong in a Healthy Diet, which upended the conventional wisdom on dietary fat–especially saturated fat—and spurred a new conversation about whether these fats in fact cause heart disease.Named a *Best Book* of the year by the Economist, Wall Street Journal and Mother Jones, among others, it continues to be called a must-read for anyone seeking to understand the amazing story of how we came to believe fat is bad for health—and what a better diet might look like.Nina is also the founder of the Nutrition Coalition, a non-profit working to ensure that nutrition policy reflects a transparent process and is evidence-based. Teicholz is a graduate of Stanford and Oxford Universities and previously served as associate director of the Center for Globalization and Sustainable Development at Columbia University.Find Nina at-The Nutrition Coalitionhttps://unsettledscience.substack.com/ninateicholz.comTW- @bigfatsurpriseFind Boundless Body at-myboundlessbody.comBook a session with us here! 

Globalization was once expected to make national borders less important. As money, technology, data, and trade flowed more freely across countries, many believed governments would gradually lose some of their ability to control events beyond their own territory. Instead, something rather different has happened. Powerful states have found new ways to extend their influence, using access to financial systems, technologies, markets, and critical infrastructure to enforce their national laws far beyond their own borders. In recent years, similar patterns have appeared in areas ranging from international sanctions to technology regulation and environmental policy.

Globalization Will Be DEAD in 3 Years. Peter Zeihan. DEI: Death, Erasure, & Insanity. J.J. Carrell. Globalization Will Be DEAD in 3 Years. Peter Zeihan DEI: Death, Erasure, & Insanity. J.J. Carrell.   Globalization Will Be DEAD in 3 Years. Peter Zeihan Peter Zeihan predicts that the global trading system we've relied on for decades is coming to an end. He discusses why China faces unprecedented challenges, why supply chains are dangerously fragile, and why Australia may actually emerge stronger. https://youtu.be/4aOnMVrhTO0?si=CBykfGob9dPl_Ga1 John Anderson Media 808K subscribers 316,472 views Jul 27, 2026 Sign up to John's newsletter here: https://johnanderson.net.au/contact/ -------------------------------------------------------------------------------------------------------------- Conversations feature John Anderson, former Deputy Prime Minister of Australia, interviewing the world's foremost thought leaders about today's pressing social, cultural and political issues. John believes proper, robust dialogue is necessary if we are to maintain our social strength and cohesion. As he puts it; "You cannot get good public policy out of a bad public debate." If you value this discussion and want to see more like it, make sure you subscribe to the channel here:    / @johnandersonmedia   And stay right up to date with all the conversations by subscribing to the newsletter here: https://johnanderson.net.au/contact/ Follow John on X:   / johnandersonac   Follow John on Facebook:   / johnandersonac   Follow John on Instagram:   / johnandersonac   Subscribe to John's Substack: https://www.ourcivilisationalmoment.com/ Support the channel: https://johnanderson.net.au/support/ Website: https://johnanderson.net.au/ Podcast: https://open.spotify.com/show/6Qh2fEs... -------------------------------------------------------------------------------------------------------------- Subscribe to Peter's YouTube:    / @zeihanongeopolitics   Follow Peter on X: www.twitter.com/PeterZeihan Follow Peter on LinkedIn: linkedin.com/in/peterzeihan Follow Peter on Instagram: instagram.com/zeihanongeopolitics   DEI: Death, Erasure, & Insanity. J.J. Carrell. Diversity, Equity, and Inclusion was marketed as fairness and progress, but in reality it stands for Death, Erasure, and Insanity. It has brought lowered standards and real harm in aviation, medicine, and policing; erased merit and competence in favor of identity quotas; and unleashed ideological madness that punishes excellence while dividing society. What started as virtue signaling has become a destructive force undermining institutions and truth itself. https://youtu.be/N3XekwAl0nQ?si=YhW2Nf-XA0OXMP0U J.J. Carrell 10.9K subscribers 861 views Aug 3, 2026 --------------------------------------------------------------------  Check out our ACU Patreon page: https://www.patreon.com/ACUPodcast   HELP ACU SPREAD THE WORD!  Please go to Apple Podcasts and give ACU a 5 star rating. Our Leftist enemies love to hammer us with poor ratings.  Don't let the Leftist win. Do it now! Thanks. Also Rate us on any platform you follow us on. It helps a lot. Forward this show to friends. 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We are designed to strategically impact the abortion industry through the following initiatives:… -------------------------------------------------------- Help CSI Stamp Out Slavery In Sudan Join us in our effort to free over 350 slaves. Listeners to the Eric Metaxas Show will remember our annual effort to free Christians who have been enslaved for simply acknowledging Jesus Christ as their Savior. As we celebrate the birth of Christ this Christmas, join us in giving new life to brothers and sisters in Sudan who have enslaved as a result of their faith. https://csi-usa.org/metaxas   https://csi-usa.org/slavery/   Typical Aid for the Enslaved A ration of sorghum, a local nutrient-rich staple food A dairy goat A “Sack of Hope,” a survival kit containing essential items such as tarp for shelter, a cooking pan, a water canister, a mosquito net, a blanket, a handheld sickle, and fishing hooks. Release celebrations include prayer and gathering for a meal, and medical care for those in need. The CSI team provides comfort, encouragement, and a shoulder to lean on while they tell their stories and begin their new lives. Thank you for your compassion  Giving the Gift of Freedom and Hope to the Enslaved South Sudanese -------------------------------------------------------- Food For the Poor https://foodforthepoor.org/ Help us serve the poorest of the poor Food For The Poor began in 1982 in Jamaica. Today, our interdenominational Christian ministry serves the poor in primarily 17 countries throughout the Caribbean and Latin America. Thanks to our faithful donors, we are able to provide food, housing, healthcare, education, fresh water, emergency relief, micro-enterprise solutions and much more. We are proud to have fed millions of people and provided more than 15.7 billion dollars in aid. Our faith inspires us to be an organization built on compassion, and motivated by love. Our mission is to bring relief to the poorest of the poor in the countries where we serve. 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Recorded at the PSE-CEPR Policy Forum 2026.A country wants a stable exchange rate, it wants money to move freely across its borders, and it wants to set its own interest rates. It's a well-known trilemma. Central bankers must pick any two, because you cannot have all three. History, it turns out, did not read that memo.Eric Monnet has spent years reading the balance sheets that central bankers kept on each other. Since 1891 the Bank of France paid teams of multilingual economists to copy out the weekly and monthly accounts of every other central bank in the world. Those ledgers, now digitised, show that central banks have been far more than interest-rate setters. For more than a century they have quietly expanded their balance sheets to cushion their economies against shocks arriving from abroad. In this week's VoxTalk, Monnet argues we have seriously underestimated how much room to manoeuvre they have used since the 19th century.The research behind this episode:Bazot, Guillaume, Eric Monnet, and Matthias Morys. 2024. "Central Banks and the Absorption of International Shocks (1891-2019)." CEPR Discussion Paper No. 19646. (Gated.)To cite this episode:Phillips, Tim, and Eric Monnet. 2026. "Absorbing shocks since 1891." VoxTalks Economics (podcast).About the guestEric Monnet is Professor at the Paris School of Economics and EHESS, and a Research Fellow at CEPR. An economic historian, his work spans central banking, the international monetary system, and the history of European financial systems across the 19th and 20th centuries. He previously worked as an economist at the Bank of France, and his book Controlling Credit examines monetary policy in postwar France.Research cited in this episodeThe Mundell trilemma. Formulated by Robert Mundell in the 1960s, the trilemma holds that an open economy cannot simultaneously maintain a fixed exchange rate, free capital movement, and an independent monetary policy; it can have any two. Mundell received the Nobel Prize in part for the idea. The global financial cycle and the dilemma. Helene Rey argues that even a floating exchange rate does not buy full monetary autonomy, because a common global financial cycle, driven by the risk appetite of large financial institutions, moves interest rates and exchange rates across countries at once. A shock in one emerging market prompts investors to demand higher compensation across others they treat as similar. The trilemma, in this view, is really a dilemma.The Bank of France archive. The research department of the Bank of France was founded to track the financial operations of foreign central banks, collecting their weekly and monthly balance sheets from 1891 onward. The dataset assembled from these records covers 23 countries, essentially every central bank in existence by the late 1930s, and combines balance-sheet data with monthly figures on industrial production, consumer prices, and stock markets.Discount loans, open market operations, and foreign exchange interventions. The specific tools have changed completely; the behaviour has not. In the 19th century central banks intervened by discounting commercial bills and holding gold or foreign deposits; today they conduct open market operations in government bonds and hold US Treasury bills. Across all these forms, the response to an external shock, expanding domestic assets to supply liquidity, has been consistent.Taming the Global Financial Cycle. The predecessor study by the same authors: Bazot, Monnet, and Morys, "Taming the Global Financial Cycle: Central Banks as Shock Absorbers in the First Era of Globalization," Journal of Economic History 82(3), 2022, which established the pattern for the classical gold standard period.More VoxTalks Economics episodesThe Bank of England's Capital Mistake. Former Bank insiders David Aikman and John Vickers argue that cutting equity capital requirements for UK banks could raise the odds of a financial crisis, a companion piece on what central bank balance sheets are for.Related reading on VoxEU.orgCentral banks and the absorption of international shocks, the authors' own VoxEU column setting out the dataset and the two main findings in brief.

Explore the growing divide between top and bottom earners, the wealth effect driving consumer spending, inflation's staying power, and what AI may mean for jobs and the economy, with Moody's Analytics Chief Economist Mark Zandi. 00:00 Introduction 02:01 Divergence Between Economy and Markets 12:03 Consumer Spending Dynamics 18:04 Wealth Effect and Its Implications 23:56 Equity Valuations and Market Concerns 30:46 Globalization, Inflation, and Economic Outlook 35:55 Interest Rates and Economic Outlook 36:38 Consumer Spending and Recession Risks 39:43 Job Losses and AI Impact 44:01 Policymaking in the Age of AI 50:15 Trend or Fad?

Jenn returns to discuss the spread of Quidditch through the world. We talk about some of the top teams from around the world.

French luxury brand Louis Vuitton won in court, but is it losing China? A trademark lawsuit against the Chinese tea brand Molly Tea has sparked a nationwide debate over trademark rights, cultural heritage, and brand perception. Was this simply a legal battle, or a costly strategic misstep? As Chinese consumers become more confident and culturally conscious, is the playbook for international luxury brands changing? And could this case reshape the French luxury brand's future in China? Host Tu Yun joins Jia Yuxuan, a research assistant at the Center for China and Globalization, John Gong, Professor of Economics, University of International Business and Economics, and Subramania Bhatt, the Founder and CEO of the Singapore-based marketing technology company China Trading Desk for a close look at the dispute.

For three decades, most of Wall Street has treated energy and commodities as a rounding error, or as a small slice of the portfolio rather than the physical foundation everything else runs on. But in mid-2026, with the Strait of Hormuz disrupted, tankers burning in the Red and Black Seas, and nearly half of Russia's refining capacity knocked offline, that complacency is being tested in real time. The noise around increasing crude oil prices is loud, but this week's guest argues that the signal beneath it – the decline of refined products like diesel and jet fuel – is already sounding the alarm bells of a world in crisis. In this episode, Nate is joined by Jeff Currie for a wide-boundary look at what happens when the buffers that have suppressed energy price signals for fifty years finally run dry. Using his decades of experience as a former commodity strategist at Goldman Sachs and as a current senior advisor at The Carlyle Group, Jeff walks through why the "crack spread" between crude and refined products just hit its highest level in three decades. He also describes why draining strategic reserves is, in actuality, simply a bet that scarcity can be avoided rather than solved – in Currie's eyes, the West's refusal to admit scarcity since the 70s has left it structurally unprepared, particularly compared to China's security-driven build-out of nuclear, solar, and battery capacity. He also lays out the "Grand Bargain" underlying the postwar dollar system, wherein the U.S. protects global sea lanes in exchange for global trade running through New York. Jeff explains why a failure to reopen the Strait of Hormuz could unravel this arrangement, bringing forward consequences that would land hardest on middle-class Americans' access to credit and consumption. Is the world entering a new commodity supercycle driven by scarcity and deglobalization, or is the market going to keep shrugging off these shocks? What might it mean for ordinary people if the credit and dollar system that has funded American consumption for eighty years starts to break down? And if, as Jeff argues, we are only in "the foothills of the Himalayas," how much higher does this climb go before societies are forced to reckon with the physical limits behind the price signals? (Conversation recorded on July 23rd, 2026)   About Jeff Currie: Jeff Currie is the Chief Strategy Officer at Altis Partners. Previously, Jeff served as Chief Strategy Officer of Energy Pathways at Carlyle and currently serves as a Senior Advisor to the firm. Jeff's analysis focuses on the energy and commodity markets and the supply chain central to an energy transition. Jeff is the former Global Head of Commodities Research at Goldman Sachs, where he helped to build their commodities business. During his nearly three decades at the firm, he became one of the leading commodity market strategists on Wall Street, known for advising clients through the commodity "super cycle" of the 2000s, the shale supply shock of the 2010s, and most recently the twin shocks of the pandemic and the Russia-Ukraine war.   Show Notes and More   Watch this video episode on YouTube   Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie.   ---   Support The Institute for the Study of Energy and Our Future   Join our Substack newsletter   Join our Hylo channel and connect with other listeners  

Since launching Acrobatic Arts in Japan in 2022, Ai Notohara has been quietly doing something remarkable. In this update episode, Ai shares how the program is now running inside a Tokyo elementary school in partnership with Japan's Ministry of Education, why she teaches acro in English, and what it meant to bring her students to Canada to compete for the very first time. A great listen for anyone who loves seeing acro grow beyond borders. A full transcript of the podcast is available here: https://www.acrobaticarts.com/blog/ep-140-acrobatic-arts-in-japan-an-update About Ai Notohara From Yokohama City, Japan, Ai competed in her first All Japan Baton Twirling Championships when she was 4 years old and eventually represented Japan in the World Championships. She holds national titles in Japan and in Canada. She dances professionally in New York, and was cast in Cirque Du Soleil's, KA. She also teach twirling and dance in Japan, USA, and Canada. Acrobatic Arts Japan: https://youtu.be/Kq4UDQVrLQg Listen to Ai's previous episodes: Ep. 63 Exploring Acrobatic Arts in Japan with Ai Notohara: https://youtu.be/6rrR_oYSffs If you'd like more amazing content more tips and ideas check out our Acrobatic Arts Channel on YouTube. Subscribe Now! Connect with Acrobatic Arts on your favourite social media platform: Instagram: https://www.instagram.com/acrobaticarts/ Facebook: https://www.facebook.com/Acroarts Twitter: https://twitter.com/acrobatic_arts/ Learn more and register for our programs at AcrobaticArts.com Acrobatic Arts: https://www.acrobaticarts.com

The Middle East is once again dominating headlines, but are the most popular narratives actually true?In this conversation, geopolitical strategist and author Martin Skold joins Jon Harris to separate internet myths from geopolitical reality. They discuss why Iran remains a long-term strategic challenge, whether America's alliance with Israel serves U.S. interests, the limits of the Abraham Accords, China's growing influence, the future of Middle East trade, and why simplistic explanations are attracting millions online.They also tackle the resurgence of anti-Semitic conspiracy theories on the American Right, the dangers of scapegoating Israel for every global problem, and what a genuinely America First foreign policy should look like.Whether you agree or disagree, this conversation provides historical context and geopolitical analysis that is often missing from today's online debates.Topics include:Iran and the future of the Middle EastIsrael and U.S. foreign policyTucker Carlson's recent claimsChina, trade, and global power shiftsWhy internet narratives often miss the bigger pictureThe resurgence of anti-SemitismAmerica's strategic interests abroad00:00 Introduction01:20 Why the Middle East keeps repeating itself06:45 Popular online narratives about Israel09:05 Is there reason for optimism?13:30 Trade, China, and regional alliances17:50 Does Israel drag America into war?20:00 Tucker Carlson and the "merged militaries" claim24:00 Why anti-Semitic narratives are spreading29:00 Globalization and America's foreign policy establishment36:00 China, manufacturing, and strategic competition45:00 America's long-term geopolitical challenges54:00 What an America First foreign policy should look like1:03:00 Final thoughtsSupport this podcast at — https://redcircle.com/conversations-that-matter8971/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

This show has been flagged as Clean by the host. In our sample game we look at playing as Austria and aiming for a Diplomatic Victory. And our focus is on puppeting City-States, but I misunderstood and instead of making a Diplomatic Victory easier, it makes it harder. I still managed to get my Diplomatic Victory, but a Science or Domination Victory would definitely have been easier in this scenario. Playing Civilization V, Part 14 Now I am at turn 340, I just puppeted another City-State, and I have one more on the way. I have sent a large number of military units, both land and sea, to the City-States that are on Japan's border. If he tries anything now he will likely regret it. Now I am starting to build things I had not bothered with before, like Granaries and Amphitheaters. I got a couple of Great Engineers, and used them to rush build Wonders. I am nearly finished puppeting all of the City-States, and my Happiness and Income are both quite healthy. I am in such good shape I started to build the World's Fair, which I initally proposed then ignored. At this point I only have one more City-State to puppet, then I will have puppeted every City-State in the game. So it is time to put my large income to use in other ways by giving gifts to the other players. I may want to get a few more votes on my side to get over the top in the World Leader vote when it happens. On turn 357 I completed the puppeting of all of the City-States in the game. Meanwhile, I am building up my Science and building Wonders as they become available. I didn't build any in the early game because I had other priorities, but now I have a strong military, high income, and no other pressing needs. My score on the Leader Board is now double that of my nearest competitor which is still Japan. And their denunciation me of just expired with them taking no action. I used a Great Engineer to rush build the Porcelain Tower, earning me another Great Scientist, which I then used to build another Academy. At this point it is mostly a slog to the finish. Since I was so dominant and so wealthy I could afford to pursue a couple of other options just in case. One was a Science victory, which looked like a possibility, though it would be close. I had to be very focused in my Science Research. The other option was a Culture victory, and I had dominated two other empires culturally without half trying, and I was generating Great Artists, Great Musicians, and Great Writers pretty rapidly. So I built Museums, then Archeologists, and grabbed every artifact I find to stuff into the Museums. But the final Victory came when I researched Globalization. This tech allows you to get an extra vote in a World Council for every Spy you send to another empire's capital and designate as an Ambassador. I immediately sent my spies out (they had previously been in my cities doing counter-espionage since I had a tech lead). And a few turns later a vote for World Leader came up and I won. This was my first time using Maria Theresa of Austria as my leader, and it was fun, but in the end puppeting all of the City-Staters actually made it harder to win a Diplomatic victory. In other games I have played, every City-State that was an ally was an extra vote in the World Council, and I assumed that making them puppets would mean I would get that many votes. But that didn't happen. Of course, if I had read more carefully in the Civilization Wiki I would have realized this, because it says there very clearly that Austria is one of the worst Empires to pick if you are going for a Diplomatic victory. So the fact that I managed it anyway is nice. I think I actually could have done a Science victory as I had my Spaceship half-built when I won the Diplomatic Victory. But I hope this analysis of how I actually played this game will be helpful to someone else. Links https://www.palain.com/gaming/civilization-v/playing-civilization-v-part-14/ Provide feedback on this episode.

This week, Chris Caplice is joined by Andres Mendoza Pena, Partner at Kearney, to discuss the latest CSCMP State of Logistics Report, Forged in Disruption, and what it means for shippers navigating a more connected and unpredictable world.In this conversation, they cover:Why traditional cost-first supply chain playbooks are becoming less effectiveHow companies are building more flexibility across suppliers, countries, and transportation networksWhere AI is producing real results in logistics workflowsWhy autonomous trucking may reshape transportation economics and network designHow reactive decisions can create costly “network drift”Why scenario planning and “non-regret moves” can help companies prepare for multiple possible futuresIf you're responsible for supply chain strategy, transportation, or network planning, this episode offers a practical look at how to operate when disruption is no longer the exception.For previous episodes and to subscribe to our newsletter, visit: dat.com/podcast/freightvine Chapters00:00 Introduction 04:41 Understanding Ongoing Volatility in Supply Chains07:08 The Impact of Globalization and Interconnectedness09:46 Shifts in Supply Chain Strategies11:58 E-commerce Trends and Consumer Behavior14:24 The Role of AI in Supply Chain Management17:05 Governance and Implementation of AI Solutions24:08 Exploring Autonomous Driving and Trucking Technology28:56 Understanding Network Drift in Supply Chain Management33:46 Navigating Tariff Policies and Global Supply Chains38:23 Railway Mergers and Market Dynamics42:24 Forecasting Future Trends in Freight Markets44:32 Truckload Market Overview47:23 Spot vs Contract Rates Analysis

In part two of Lecture 8, Professor Renaldo McKenzie continues the discussions on the efficacy and completion of Caribbean Independence and Haitian freedoms in light of global capital power and new colonial structures. Discussion Points:1. Who Made the Haitian Revolution? Many textbooks emphasize: Toussaint Louverture. But Haiti's revolution was made by: Enslaved Africans Field workers Maroons Women Vodou leaders Communities Collective resistance History belongs to the people.2. Dutty Boukman Revolutionary Priest and Freedom Fighter Jamaican-born enslaved African Transported to Saint-Domingue Spiritual leader Led the famous Bois Caïman ceremony (1791)Inspired the beginning of the Haitian Revolution For many Haitians, Boukman represents African spiritual resistance. Image: Artistic depiction of Dutty Boukman 3. Cécile Fatiman The Forgotten Revolutionary Vodou priestess Remembered for: Bois Caïman ceremony Spiritual leadership African cosmology Mobilizing resistance Many European histories largely ignore her contribution.4. Jean-Jacques Dessalines Founder of Haiti Unlike Toussaint Louverture: Rejected compromise with France. Demanded complete independence. Declared Haiti independent in 1804. Regarded by many Haitians as the true founder of the nation. Freedom required complete separation from the empire. 5. Toussaint Louverture Reconsidered: C.L.R. James elevated Louverture as the central revolutionary figure. Yet Haiti's revolution was not the work of one man. It was also the work of: African spirituality Vodou Collective resistance Maroons Women Rural communities Reducing the revolution to Louverture alone risks repeating colonial habits.6. The Revolution Never Ended After independence Haiti experienced: Diplomatic isolation Economic sanctions Foreign debt Elite betrayal U.S. occupation International intervention Political instability Political independence did not guarantee sovereignty.7. Haiti in the Twenty-First Century: Pursuing independent paths have often encountered: Debt, sanctions, political pressure, regime destabilization, economic dependence, foreign intervention. Examples: Haiti, Cuba, Venezuela Jamaica9. Jamaica Under Michael Manley navigated between Capitalism and Socialism. Independence is an ongoing struggle over: Sovereignty Debt Race Identity Memory Global power Key TakeawaysHaiti transformed world history. Freedom was punished through debt.The Haitian Revolution was collective. African spirituality played a central role. Colonial narratives continue to shape Caribbean identity. Independence remains an unfinished struggle. Haiti remains central to understanding the Caribbean and global power.Recommended Readings The Black Jacobins — C. L. R. James Silencing the Past The Wretched of the Earth Neoliberalism, Globalization, Income Inequality, Poverty and ResistanceRenaldo McKenzie is Professor at Jamaica Theological Seminary of Caribbean Thought and Author of "Neoliberalism, Globalization, Income Inequality, Poverty and Resistance".Visit The Neoliberal at https://theneoliberal.com and https://renaldocmckenzie.comSubscribe on any stream.Visit Jamaica Theological Seminary at https://jts.edu.jmemail us at info@theneoliberal.com and renaldo.mckenzie@jts.edu.jmCall us at 1-445-260-9198

Francis Fukuyama is the Olivier Nomellini Senior Fellow at Stanford University's Freeman Spogli Institute for International Studies (FSI), and a faculty member of FSI's Center on Democracy, Development and the Rule of Law (CDDRL). He is also Director of Stanford's Ford Dorsey Master's in International Policy, and a professor (by courtesy) of Political Science. In addition he is the author of several books. His most recent titles are Liberalism and Its Discontents, Identity: The Demand for Dignity and the Politics of Resentment, and the upcoming In the Realm of the Last Man: A Memoir. Greg and Francis talk about Frank's “End of History” thesis and later work on liberalism, identity, trust, and political order. Fukuyama argues long-run historical progress is visible in the gap between developed and developing societies, but he still sees no coherent “higher” alternative to liberal democracy and market society. He also explains that modern discontent through generational forgetting of 20th-century horrors and a deeper human desire for recognition and struggle (thymos), including megalothymia - the drive for superiority, which can turn tyrannical.  They discuss how modern prosperity arose from Europe's unique mix of innovation culture, political fragmentation, religious schism, and family changes that fostered individualism. Frank contrasts state strength with constraint, and traces democracy's path through England to parliament and common law, critiques American anti-statism in state-building, and examines China vs India. They also discuss war's effects on state capacity, the internet's role in polarization and factual disagreement, and the need for shared liberal norms. *unSILOed Podcast is produced by University FM.* Episode Quotes: The collapse of a shared factual basis  [47:23] Liberal societies need to tolerate viewpoint diversity, but what we're seeing goes way beyond this. This is kind of empirical, factual diversity where people don't accept the same factual basis of the nature of the world. So, you know, are vaccines safe? Well, we used to think there was consensus about that because you have this whole accepted scientific system for empirical testing of propositions like that, and for some reason now people don't trust that anymore, or, you know, who won the last election, sort of, issue. Very hard to have a democracy if you disagree about whether you had a free and fair election, right? And these, again, I think would not have existed in the pre-internet age, that kind of disagreement over just simple factual information. The absence of a higher alternative to liberal democracy  [05:18] A lot of people have lost faith in liberal democracy, but I still don't see anyone posing a real alternative of a higher society. Does the rule of law hold without shared norms? [54:46] One thing that the last few years have taught me is that, in a way, you know, we used to think there's law and there are norms, and the norms are basically more flighty and less weighty, but the law is really a big barrier to bad action. And I think we're realizing that's not true. Everything is normative. Why the drive for superiority can't simply be eliminated [12:42] It was Bob Iger or some big CEO who wanted to climb the seven highest mountains in the world, you know? So there's a lot of ways that you can demonstrate your superiority that are basically, if not socially constructive, they're at least peaceful; you know, they're not going to harm other people. But it turns out that for Donald Trump, at least that wasn't enough. And I think that's a basic problem. You want outlets for this, what I call "megalothumia." This is the desire to be recognized as superior, and basically you can't have a society without that. I mean, you're not going to have any great baseball players, musicians, you know, philosophers if you don't have people that want to be excellent at something. But that also unleashes a kind of tyrannical desire to simply dominate, and I think that's the problem we're dealing with right now. Show Links: Recommended Resources: United States Agency for International Development Karl Marx Liberalism Thumos Bob Iger Choosing the Right Pond: Human Behavior and the Quest for Status Joel Mokyr Roman Empire Reformation Caesaropapism Henry II of England Estates of the Realm Oliver Cromwell Glorious Revolution Assize of Novel Disseisin Code of Justinian Neal Stephenson Robert D. Putnam Guest Profile: Faculty Profile at Stanford University Wikipedia Profile Social Profile on X Guest Work: Amazon Author Page In the Realm of the Last Man: A Memoir Liberalism and Its Discontents Identity: The Demand for Dignity and the Politics of Resentment State Building: Governance and World Order in the 21st Century Political Order and Political Decay: From the Industrial Revolution to the Globalization of Democracy The Origins of Political Order: From Prehuman Times to the French Revolution Our Posthuman Future: Consequences of the Biotechnology Revolution Trust: The Social Virtues and the Creation of Prosperity End of History and the Last Man Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Headline: Ancient Globalization and Volcanic Disruptions Guest: Professor Peter Frankopan Book Title: The Earth Transformed: An Untold History Frankopan explores the concept of ancient globalization, defining it through the long-range exchange of goods, ideas, and technologies between Europe, Africa, and Asia. He highlights nomadic peoples as the essential vectors who transported bronze, cereals, and livestock between cities. The conversation shifts to the profound impact of volcanic eruptions on human history. For instance, the eruption of Thera (Santorini) triggered changes in the variola virus, potentially leading to the rise of smallpox which killed millions over millennia. Another major event was the eruption of Okmok in Alaska in 43 BC. This caused global crop failures and disrupted the Nileflood, leading to famine and political instability in Egypt. These ecological pressures weakened Queen Cleopatra'sposition, allowing her rival Octavian to eventually take control of Egypt. Frankopan notes that while volcanoes do not directly cause political change, the resulting agricultural shocks create "turbulent" environments where political opportunists can transform republics into empires. (2)1956 IDAHO

In today's lecture, we explore Caribbean history through the lens of cinema and globalization. We begin with Chapter 11 of Neoliberalism, Globalization, Income Inequality, Poverty and Resistance by Renaldo McKenzie. This chapter examines the use of documentary films as forms of resistance and demonstrates how cinema can serve as a powerful medium for social critique and social change.The lecture centers on the documentary Life and Debt, analyzing how globalization has disproportionately affected the peoples of the Global South, particularly in the Caribbean. Students examine the contradictions and ironies of globalization, decolonization, and denationalization, while questioning whether political independence has translated into genuine economic and cultural liberation.Drawing on the works of Frantz Fanon, particularly The Wretched of the Earth; Homi K. Bhabha and The Location of Culture; and V. S. Naipaul and his literary contributions as forms of resistance and social commentary, the lecture explores the intellectual foundations of Caribbean thought and postcolonial critique.Students are introduced to and discuss key concepts including nationalism, colonialism, decolonization, postcolonialism, mise-en-scène, globalization, the Global South versus the Global North, and the ways visual storytelling can shape historical consciousness and political understanding.The lecture then transitions into a historical timeline of the Caribbean, beginning with ancient Kemet over 5,000 years ago, examining early African civilizations and pre-Columbian societies before tracing the arrival of Christopher Columbus and the profound transformations that followed. Through this historical journey, students are encouraged to rethink conventional narratives about the Caribbean and situate the region within broader global historical processes.Delivered live via Zoom, this lecture is part of the Caribbean Thought course at Jamaica Theological Seminary and reaches students across the Caribbean, the United States, Canada, and beyond. The course is taught by Professor Renaldo McKenzie, author of Neoliberalism, Globalization, Income Inequality, Poverty and Resistance, President of The Neoliberal Corporation, and creator and host of The Neoliberal Round Podcast. Professor McKenzie delivers the lectures from Philadelphia, bringing together history, philosophy, political economy, and media studies to challenge students to critically examine the Caribbean's past, present, and future.For more information, email info@theneoliberal.com.Visit theneoliberal.com and renaldocmckenzie.com.Learn more about Jamaica Theological Seminary at https://jts.edu.jm.

Chad is joined by Peter from the Do Not Scratch Your Eyes Pod to discuss the Americanization/Globalization of the game of Football. Hosted on Acast. See acast.com/privacy for more information.

China and the European Union have agreed to hold one or two ministerial-level meetings each year under the newly established China-EU trade and investment consultation mechanism, a move that market watchers said would help stabilize bilateral economic relations and contribute to global stability.中欧双方商定，依托新设立的中欧贸易投资磋商机制，每年举办一至两次部长级会议。市场观察人士表示，此举有助于稳定双边经贸关系，助力全球经济稳定。Addressing a news conference on Thursday, He Yadong, a spokesman for the Ministry of Commerce, said that Beijing has invited European Commissioner for Trade and Economic Security, Interinstitutional Relations and Transparency Maros Sefcovic to visit China this autumn for the second meeting under the mechanism.商务部发言人何亚东周四在记者会上表示，中方已邀请欧盟负责贸易、经济安全、机构间关系与透明度事务的委员马罗什·谢夫乔维奇于今年秋季访华，出席该机制第二次会议。During the inaugural meeting held in Brussels, Belgium, earlier this week, the two sides agreed to deepen cooperation in emerging sectors such as artificial intelligence and the green transition, tap the potential of trade in services and address trade concerns through market access consultations, he said. The two sides also agreed on a new positioning for China-EU economic and trade relations, viewing each other as stable and balanced key trading partners, the spokesman said.他介绍，本周早些时候在比利时布鲁塞尔举办的机制首次会议上，双方同意深化人工智能、绿色转型等新兴领域合作，挖掘服务贸易潜力，并通过市场准入磋商化解贸易关切。双方还敲定中欧经贸关系新定位，认定彼此是稳定、均衡的核心贸易伙伴。He added that the new mechanism is expected to improve business confidence on both sides, as well as inject greater certainty and positive momentum into Chinese, European and global economies.何亚东补充，这一新机制有望提振双方企业信心，为中国、欧洲乃至全球经济注入更强确定性与积极动能。Zhao Chen, a researcher at the Chinese Academy of Social Sciences' Institute of European Studies, said the inaugural meeting delivered a constructive start, indicating that both sides should remain committed to dialogue and avoid confrontation.中国社会科学院欧洲研究所研究员赵晨表示，本次首次会议开了建设性的好头，说明双方应当坚持对话，摒弃对抗。Deep-rooted trade issues are unlikely to be resolved quickly, with frictions and negotiations expected to coexist as both sides gradually narrow their differences through sustained dialogue, Zhao said.赵晨称，根深蒂固的贸易矛盾难以一蹴而就，摩擦与磋商或将长期并存，双方需通过持续对话逐步缩小分歧。He Weiwen, a senior research fellow at the Center for China and Globalization in Beijing, said that while making joint efforts to stabilize the current bilateral business relationship, China and the EU should also explore new areas of cooperation to advance mutual benefit.北京全球化智库高级研究员何伟文提出，中欧在携手稳定现有双边经贸往来的同时，还应开拓全新合作领域，实现互利共赢。"The world is entering a historic period of the fourth industrial revolution, marked by AI, big data, quantum computing and the green transition, all of which promise profound impacts on future generations," he said.他表示：“全球正迈入第四次工业革命的历史性阶段，人工智能、大数据、量子计算、绿色转型是时代标志，这些领域都将对后世产生深远影响。”China and the EU are each other's second-largest trading partners, with highly complementary economies and deeply integrated industrial and supply chains. Together, they account for over one-third of global GDP.中欧互为对方第二大贸易伙伴，双方经济互补性极强，产业链、供应链深度融合，经济体量合计占全球国内生产总值三分之一以上。At Thursday's news briefing, He, the ministry's spokesman, also provided updates on the latest economic and trade consultations between China and the United States. He said the two countries have set guiding objectives for expanding two-way agricultural trade and agreed in principle to include relevant agricultural products under a reciprocal tariff reduction framework.在周四的发布会上，商务部发言人何亚东还通报了中美经贸磋商最新进展。他表示，两国已确立扩大双边农产品贸易的指导性目标，原则同意将相关农产品纳入对等降税框架。Companies will make trading decisions based on market principles, actual demand and market conditions, he said, adding that China is willing to work with the US to create favorable conditions for expanding two-way agricultural trade.他指出，企业将依据市场规律、实际需求与行情自主开展贸易，中方愿同美方共同营造有利环境，扩大双边农产品贸易规模。Jim Sutter, CEO of the US Soybean Export Council, called the recent announcement related to tariff reductions a positive signal, and said that the US soybean industry looks forward to seeing those commitments translated into concrete policy measures.美国大豆出口协会首席执行官吉姆·萨特称，近期有关降税的消息释放积极信号，美国大豆行业期待相关承诺落地为具体政策举措。"Stability in the bilateral trade environment benefits both sides, and we are confident in the long-term direction," he said.他表示：“稳定的双边贸易环境惠及双方，我们对长期发展前景抱有信心。”consultation /ˌkɒnslˈteɪʃn/磋商；协商；咨询inaugural /ɪˈnɔːɡjərəl/首次的；开幕的；创始的complementary /ˌkɒmplɪˈmentri/互补的；相辅相成的reciprocal /rɪˈsɪprəkl/对等的；互惠的；相互的tariff /ˈtærɪf/关税；关税税率momentum /məˈmentəm/动能；发展势头；推动力

In Episode 90 of Trade Splaining, Ardian Mollabeqiri and Robert Skidmore are back to unpack how geopolitics, energy markets and global shipping disruptions are finding their way into the everyday economy — from oil prices and port congestion to pain au chocolat, ice cream cones and Aperol Spritzes. We start with the Strait of Hormuz, where fears of an oil price shock ran into a more complicated reality. China's role as a “swing importer,” existing oil supply gluts, demand destruction, rerouting and refinery adaptation all helped explain why markets did not quite melt down — even as the risks around energy security and logistics remain very real. Then we follow the supply chain into breakfast and dessert. Why is a pain au chocolat more expensive? Why can an ice cream cone cost $8? The answer is not one input but many — wheat, butter, cocoa, diesel, refrigeration, labour, packaging and energy all moving in uncomfortable directions at once. Globalization, it turns out, is now coming for your snack budget. This episode also features a conversation with Jan Hoffmann, Global Lead for Maritime Transport and Ports at the World Bank, on the latest Container Port Performance Index. Jan explains what the CPPI actually measures, why port rankings can get political, how rerouting through the Red Sea, Hormuz and beyond affects port performance, and why the global shipping map is changing in ways that are more about friend-shoring than near-shoring. We also get into MSC vs Maersk, port ownership, shipping line-linked terminal operators, the geopolitics of port concessions, and — naturally — Jan's ongoing haircut index and his Washington, DC kebab recommendation. Plus: Gen Z's anti-AI nostalgia, the World Cup heat dome, Bosnia's unofficial theme song, Geneva's Aperol Spritz problem, and why 320 kilos of meth is probably over the “personal use” threshold. Listen now for a trade, shipping and geopolitics episode that connects the Strait of Hormuz, China's energy leverage, port performance, global inflation and your next overpriced ice cream cone.

In this episode, Chad and John continue covering the biggest games and most surprising upsets of the World Cup. We preview a monumental game for the USMNT against Bosnia and Herzegovina, and discuss some controversies off the pitch, including inconsistent refereeing, Seattle's Pride Night, and a star player facing a serious criminal trial.00:00 John's Experience at the World Cup07:32 World Cup Fever in America12:50 Best Team So Far18:22 Would Portugal Be Better Without Ronaldo?21:30 Biggest Upset: Paraguay over Germany25:27 Game of the Tournament: Morocco and the Netherlands34:01 State of the Union: USMNT in the Round of 3236:37 Analyzing Bosnia and Herzegovina41:57 Florian Balogun and birthright citizenship at the Supreme Court44:38 Globalization of Soccer and Dual Nationalities55:11 The Rise of African Soccer59:29 Refereeing Controversies in the World Cup01:07:17 Iran leave the World Cup and Seattle's Pride Night01:13:59 Tournament Success and Do We Like the 48-Team World Cup?

Everyone evaluating a business purchase today fixates on the same thing. Can this survive AI? Wrong lens. Wrong era. Wrong way to size up a deal. Tony Xu ran product and engineering at Flippa for five years before taking over as CEO. He's sat behind the scenes of thousands of transactions, tracked which categories exploded and which quietly faded, and seen firsthand what happens once AI actually touches a working business. And he'll say something most of the doom content circulating right now won't. AI isn't hunting your business down. It's clearing out the grunt work inside it. Photo editing. Listing copy. Animation that used to demand a full production team. Rough drafts of ad creative. Tasks that used to consume a founder's entire week now take minutes. Treating that as a threat misses what it really is. A head start. But here's the part almost nobody admits out loud. Nothing essential has changed. Who you reach. What people remember about your brand. Whether your customers stick around. Claude can write your listing copy. It can't earn you a decade-long relationship that gets your product onto a shelf. It's not handling your cash flow. It's not securing your credit line. It's not the reason someone buys from you twice. The businesses pulling ahead right now aren't the ones hiding from AI. They're run by people who know precisely where its usefulness ends and the real value begins. In this episode, Jaryd talks with Tony about what's really moving inside Flippa's marketplace. Why $250K to $5M has become the sweet spot for the sharpest buyers. How specialist operators are walking into neglected businesses and multiplying category growth in a matter of months. The difference between a roll-up play and a specialist play. And why chasing "AI-proof" is precisely the wrong instinct to bring into diligence. They also break down the two warning signs that should end a deal immediately. How a buyer's own comfort with AI can cut a year-long ramp-up down to half that. And why the businesses that seem the most behind the curve might actually be the cheapest assets on the whole platform. The buyers nervous about AI aren't wrong to be paying attention. They're just tracking the wrong risk. Tony isn't.

[English as below]Trong tập tiếp theo của phiên bản 2.0, cùng host Hao Tran gặp gỡ ông Frederick Burke (Cố vấn cấp cao tại Baker McKenzie) và ông Mark Gillin (Chủ tịch Hội đồng Quốc gia AmCham Việt Nam).Là những người tiên phong đặt chân đến Việt Nam từ đầu thập niên 90, họ sẽ mang đến những câu chuyện thực tế và góc nhìn sắc bén về hành trình chuyển mình của Việt Nam trong kỷ nguyên toàn cầu hóa.Liệu Việt Nam có tiếp tục giữ vững vị thế "đứa con vàng" khi bước sang giai đoạn phát triển mới? Hãy cùng các chuyên gia giải mã tương lai của làn sóng công nghệ AI, tự động hóa, và những cải cách chiến lược giúp gỡ bỏ nút thắt cho doanh nghiệp quốc tế tại Việt Nam trong 5 năm tới.—Join host Hao Tran as he sits down with two legendary figures: . Mr. Frederick Burke - Senior Advisor atBaker McKenzie Vietnam and Mr. Mark Gillin - Founder, Chairman, and Managing Director of America Indochina Management Ltd. (AIM).As pioneers who first arrived in Vietnam in the early 1990s, they bring unfiltered, on-the-ground stories and sharp insights into Vietnam's transformative journey through the era of globalization.Can Vietnam maintain its title as the "golden child" of globalization as it enters a new stage of development?Join our experts as they decode the future of AI, automation, and the strategic reforms needed to unlock bottlenecks for international businesses in Vietnam over the next five years.-Listen to this episode on ⁠⁠Youtube⁠⁠And explore many amazing articles about the pioneers at: ⁠⁠https://vietcetera.com/vn/bo-suu-tap/vietnam-innovator⁠⁠-Feel free to leave any questions or invitations for business cooperation at ⁠⁠team@vietcetera.com

In this episode, our guest is Reka Juhasz from the University of British Columbia and we talked about her academic journey, favorite books and papers in economics, why some countries could successfully industrialize while others failed, what made Meiji Japan special, and more! 06:58 Why could some countries industrialize more successfully than others? 09:55 What specifically happened in Meiji Japan in the 19th century? 20:10 What is the main message of this QJE paper? 23:00 Industrial Policy and Political Agendas28:25 Cheezy Questions and Never Have I Ever!Papers/Books mentioned in the episode: Codification, Technology Absorption, and the Globalization of the Industrial Revolution: https://www.nber.org/papers/w32667The Rise of "the Rest": https://global.oup.com/academic/product/the-rise-of-the-rest-9780195170597?cc=gb&lang=en&The Wind of Change: Maritime Technology, Trade, and Economic Development: https://www.aeaweb.org/articles?id=10.1257/aer.20140832

We're joined by our longtime friend, Franklin Foer of The Atlantic! We have a deal in Iran or at least an agreement to have an agreement. Even some Republicans are calling this an unconditional surrender. Al and Frank break down the massive concessions, which include a staggering $300 billion to reconstruct Iran, lifted blockades, and Iranian tolls in the Strait of Hormuz. And what does all of this mean for Trump and Netanyahu's plummeting relationship ahead of the Israeli elections this fall?Frank also breaks down the war in Ukraine, the situation in Venezuela, and ongoing tensions with Cuba.Plus, we discuss Frank's bestselling book, “How Soccer Explains the World: An Unlikely Theory of Globalization.” It was recently reissued to coincide with the U.S. hosting the World Cup. Frank explains how his views of world soccer have changed since the original publishing and why globalization never brought us the "kumbaya political liberalism" we were promised.READ Franklin Foer in The Atlantic: https://www.theatlantic.com/author/franklin-foer/READ Frank's book, “How Soccer Explains the World:” https://www.harpercollins.com/products/how-soccer-explains-the-world-franklin-foer 

China has released a white paper introducing its principles, proposals and actions to improve global governance. Why does the world need governance reform? What does China's vision for a fairer and more effective international system look like? And how can these ideas be translated into real benefits for people around the world? Host Dou Hongyu is joined by Professor Qu Qiang with the Belt and Road Research Center at Minzu University of China, Josef Gregory Mahoney, Professor of Politics and International Relations at East China Normal University, and Zoon Ahmed Khan, a research fellow with the Center for China and Globalization.

This is an excerpt to Caribbean Thought facilitated by Rev. Renaldo McKenzie, Professor at Jamaica Theological Seminary and Creator and Host of The Neoliberal Round Podcast, President of The Neoliberal Corporation and Author of Neoliberalism, Globalization, Income INequality, Poverty and Resistance. Renaldo graduated with two masters from The University of Pennsylvania and publishing a second book Neoliberal Globalization Reconsidered.This Lecture is not the full Lecture but is an excerpt of some relevant discussion on Caribbean Independence and explores whether the Caribbean is truly independent and the strategy that maintains colonialism, and the power dynamic in the world that places black and brown people at the bottom. Students are come from all over the Americas and is facilitated via the zoom platform.Subscribe for free on ay stream. Find your stream at https://anchor.fm/theneoliberal. Visit us at https://theneoliberal.com or https://renaldocmckenzie.com Visit Jamaica Theological Seminary⁩  https://jts.edu.jmCall The Neoliberal at 445-260-9198Email us at info@theneoliberal.com Donate to us https://donate.stripe.com/7sYcN48uybAA2OEb9V93y06

How should executives position a company for growth when the geopolitical future is so uncertain? Recent events in Ukraine and the Middle East and tightening restrictions on international trade and investment are reshaping the global business environment. History shows that any such era of change presents both challenges and opportunities. The authors of ⁠Geostrategy by Design: How to Manage Geopolitical Risk in the New Era of Globalization⁠ (Disruption Books, 2024) use  examples, from historical global turning points to recent political disruptions, to illustrate how geostrategy is essential to surviving and succeeding in the next era of globalization. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

How should executives position a company for growth when the geopolitical future is so uncertain? Recent events in Ukraine and the Middle East and tightening restrictions on international trade and investment are reshaping the global business environment. History shows that any such era of change presents both challenges and opportunities. The authors of ⁠Geostrategy by Design: How to Manage Geopolitical Risk in the New Era of Globalization⁠ (Disruption Books, 2024) use  examples, from historical global turning points to recent political disruptions, to illustrate how geostrategy is essential to surviving and succeeding in the next era of globalization. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/political-science

How should executives position a company for growth when the geopolitical future is so uncertain? Recent events in Ukraine and the Middle East and tightening restrictions on international trade and investment are reshaping the global business environment. History shows that any such era of change presents both challenges and opportunities. The authors of ⁠Geostrategy by Design: How to Manage Geopolitical Risk in the New Era of Globalization⁠ (Disruption Books, 2024) use  examples, from historical global turning points to recent political disruptions, to illustrate how geostrategy is essential to surviving and succeeding in the next era of globalization. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/world-affairs

How should executives position a company for growth when the geopolitical future is so uncertain? Recent events in Ukraine and the Middle East and tightening restrictions on international trade and investment are reshaping the global business environment. History shows that any such era of change presents both challenges and opportunities. The authors of Geostrategy by Design: How to Manage Geopolitical Risk in the New Era of Globalization (Disruption Books, 2024) use examples, from historical global turning points to recent political disruptions, to illustrate how geostrategy is essential to surviving and succeeding in the next era of globalization. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/national-security

(8) Judy Dempsey discusses the AfD party's rise in Germany, which exploits voter fear regarding globalization and deindustrialization. However, the populists lack pragmatic solutions for demographic challenges and the necessary economic reforms missed by previous leaders.

I have written and come to a realization, which has become a motif of sorts for me. Perhaps “motif” is not the perfect word, but it returns again and again. Nevertheless, I have written and come to the realization that life is about people and how people relate to one another.Yet life is what you make it, or allow others to make of it for you.I have come to discover that reality.Kierkegaard once said, “Once you label me, you negate me.” Hmmm? This is a profound point. This echoes true then, that life is about people and how people relate, yet life is what you make it or allow others to make of it for you.We are talking about the dynamics of it. Yet we are caught in a dynamic. The life that we have created is one that involves a dynamic—a dynamic that affects the relationship that exists between people based on one's position. Yes.But nevertheless, life—and so therefore, it becomes true then—that life is about people and how people relate. Yet life is what you make it, or make of it, or allow others to make of it for you.So the dynamic that you are in is a creative space. Yes? By who? By people themselves, who continue to make something of life that God has given us.God has given us life to make something of it.Life is to be lived.But how it is lived—you can either... you can either live it, or live in it, or live the life others want you to live.And I said, life is about people and how people relate. Yeah. Life is what you make it. What you make it. Or life is what you make it, or allow others to make of it for you. Others.I mean, I want to be a thermostat, not a thermometer.What about you?Rev. Renaldo C. McKenzie is the Author of the Neoliberalism Book Series.Book 1: Neoliberalism, Globalization, Income Inequality, Poverty and Resistance, 2021Book 2: Neoliberal Globalization Reconsidered, Neo-Capitalism and The Death of Nations (Out in 2026)Visit us at Https://theneoliberal.com, https://renaldocmckenzie.com

In this special two-part conversation on The Neoliberal Round Podcast, Dr. Nolan Fontaine joins Renaldo McKenzie to discuss two urgent struggles unfolding in America today: environmental justice in Chester, Pennsylvania, and the fight for Indigenous recognition and visibility.In Part 1, (this episode) Dr. Fontaine discusses the growing movement opposing Philadelphia's practice of sending its trash to Chester to be burned at the Reworld/Covanta incinerator — one of the largest incinerators in the United States. He speaks about the recent protest at Mayor Cherelle Parker's budget meeting in West Philadelphia, allegations surrounding political and corporate interests, the health impacts on Chester residents, and why activists describe the situation as environmental racism. The conversation explores decades of organizing by Chester Residents Concerned for Quality Living (CRCQL), community resistance, youth activism, and the broader struggle over power, pollution, and accountability.In Part 2, which is scheduled to release on Memorial Day, May 24th, Dr. Fontaine shifts to his role as President of the Urban Indian Heritage Society (UIHS), where he discusses updates surrounding the Lumbee Tribe of North Carolina and its movement toward federal recognition as the 757th federally recognized tribe in America. The discussion explores Indigenous identity, urban Indigenous communities, cultural survival, political recognition, and the importance of visibility in a society that often treats Native peoples as relics of the past rather than living communities.This is a powerful conversation about resistance, identity, justice, survival, and the communities America too often ignores.Dr. Nolan Fontaine is a member of the CRCQL and is the Coordinator of the YouTh Arm. Dr. Nolan is also the President of the Urban Indian Heritage Society. Dr. Nolan Fontaine is also a brother of Phi Beta Sigma Fraternity.Rev. Renaldo McKenzie is the Creator and Host of The Neoliberal Round and The Neoliberal Round YouTube Channel, Founder and President of The Neoliberal Corporation, and Author of Neoliberalism, Globalization, Income Inequality, Poverty and Resistance. Renaldo has a second book coming out soon entitled Neoliberal Globalization Reconsidered, Neo-Capitalism and The Death of Nations. Renaldo is a Professor in Caribbean Thought and is a Visiting Professor at the Jamaica Theological Seminary an international 4-year college in Religious Education and Social Work.Subscribe to The Neoliberal Round Podcast and visit The Neoliberal Journals for more interviews, commentary, and analysis.The Neoliberal Round is available on any stream. Find your stream at https://anchor.fm/theneoliberal. Visit The Neoliberal main site at https://theneoliberal.comor https://renaldocmckenzie.com. Renaldo's book is available at https://store.theneoliberal.comDonate to us at https://donate.stripe.com/7sYcN48uybAA2OEb9V93y06Email us at info@theneoliberal.com.

This lecture was delivered on May 18th 2026by Rev. Renaldo McKenzie at Jamaica Theological Seminary to students in the Caribbean Thought course. Today we explored the concept of Afrocentricity and developing an Afrocentric Paradigm to the study of the Caribbean or o Caribbean Thought. Towards the end we reviewed the Course Outline.Notes:_________________I. Why This Inquiry MattersBefore we define these concepts, we must recognize one important point:Perspective shapes thought.The way we are taught to see the world determines how we understand history, religion, race, culture, and even ourselves. Caribbean societies emerged out of colonization, slavery, displacement, and resistance. Therefore, many of the ideas we inherit about civilization, morality, religion, and identity are rooted within colonial structures.The Caribbean person often lives within competing worlds:• African heritage, • European institutions, • Christian theology, • colonial education, • and postcolonial realities. Thus, Caribbean Thought requires critical examination of the foundations of knowledge itself.________________II. Defining Key Terms1. AfrocentricityAccording to Molefi Kete Asante and Ama Mazama, Afrocentricity is a way of seeing and interpreting the world from the perspective of African people as subjects rather than objects of history.Afrocentricity seeks to:• center African agency, • restore African humanity, • reclaim African history, • and cultivate what Dr. Mazama calls a “consciousness of victory” rather than perpetual oppression. Afrocentricity does not necessarily reject other cultures. Rather, it insists that African people have the right to define themselves and interpret reality from their own historical and cultural experiences.In simple terms:Afrocentricity asks: What happens when African people become the center of their own narratives instead of existing only through European interpretations?ConclusionToday's lecture introduced the conceptual foundations for our study of Caribbean Thought.We examined:• Afrocentricity, • Afrocentrism, • Eurocentrism, • ethnocentrism, • colonialism, • and the Afrocentric Paradigm. We also explored how colonial consciousness continues to shape Caribbean identity, religion, culture, and historical understanding.Next week, we will move into African civilizations and early African contributions to world history as we continue developing an African-centered understanding of Caribbean identity and consciousness.Bibliography / Source ListMolefi Kete Asante. Afrocentricity: The Theory of Social Change. Trenton, NJ: Africa World Press, 1988.Ama Mazama. “The Afrocentric Paradigm: Contours and Definitions.” Journal of Black Studies 31, no. 4 (2001): 387–405.Frantz Fanon. The Wretched of the Earth. Translated by Richard Philcox. New York: Grove Press, 2004.Edward Said. Orientalism. New York: Vintage Books, 1978.W. E. B. Du Bois. The Souls of Black Folk. Chicago: A. C. McClurg & Co., 1903.Marcus Garvey. Philosophy and Opinions of Marcus Garvey. Edited by Amy Jacques Garvey. Dover Publications, 1986.Bob Marley. Selected interviews, speeches, and lyrics on African consciousness and Rastafari.Homi K. Bhabha. The Location of Culture. London: Routledge, 1994.Course Papers and Lecture MaterialsRenaldo McKenzie. “Presentation on Afrocentrism and Afrocentricity: How Does Sarah Balakrishnan Approach Afrocentrism and Afrocentricity?” Class Paper, Temple University, October 31, 2024.Renaldo McKenzie. “Reflection Paper: The Afrocentric Paradigm.” Temple University, September 10, 2024.Sarah Balakrishnan. “Afrocentrism Revisited: Africa in the Philosophy of Black Nationalism.” Souls 22, no. 1 (2020): 71–88.___________Renaldo is President of The Neoliberal Corporation, Author of Neoliberalism, Globalization, Income Inequality, Poverty and Resistance, and Lecturer at Jamaica Theological Seminary.JTS: https://jts.edu.jmThe Neoliberal Corporation: https://theneoliberal.com

Today my guest is Dr. Pratap Bhanu Mehta, who is the Laurance Rockefeller Professor for Distinguished Teaching at Princeton and former president and chief executive of the Center for Policy Research, New Delhi. He is the author of various books and edited volumes, has served on various government committees, and is a columnist for the Indian Express. We talked about the return of nihilism in political life, the hollowing of professional identities, the politics of vishwas, Adam Smith on concentrated power, what it takes to build lasting institutions, the assumptions behind nonalignment, and much more. Recorded April 3rd, 2026. Read a full transcript enhanced with helpful links. Connect with Ideas of India Follow us on X Follow Shruti on X Click here for the latest Ideas of India episodes sent straight to your inbox. Timestamps (00:00:00) - Intro (00:01:11) - The Challenges Facing Liberalism (00:06:50) - The Erosion of Moral Authority (00:11:32) - Nationalism, Feminism, and the Arc of History (00:16:55) - Globalization and the Crisis of Community (00:22:06) - Sincerity, Context, and Intelligibility in a Digital Age (00:30:37) - Professional Identities as Sources of Moral Meaning (00:40:45) - Formal Inclusion and Continued Inequality (00:45:54) - Concentration of Power and the Distortion of the State (00:51:37) - The Politics of Vishwas (01:01:57) - On Caste and the Limits of Identity Politics (01:05:34) - The Question of Social Trust (01:14:08) - Trust-Building and Barriers to Desegregation (01:24:53) - Institutions of Higher Learning (01:39:31) - The Assumptions of Nonalignment (01:46:12) - Outro

Stijn Schmitz welcomes Luke Gromen to the show. Luke Gromen is President and Founder of Forest For The Trees. Luke explores unprecedented global economic and geopolitical shifts, focusing on massive commodity supply disruptions and transforming monetary systems. He highlights several critical trends: the largest commodity supply flow disruption in history, unprecedented levels of globalization, sovereign debt, and market valuations. He argues that current global tensions, particularly around the Strait of Hormuz, could trigger significant economic challenges. The potential closure of strategic maritime routes could lead to dramatic supply chain breakdowns, potentially causing localized famines and massive economic disruptions. Gromen suggests that while the US dollar will remain widely used, it will no longer be the primary wealth storage mechanism. China is strategically positioning itself by establishing yuan-gold settlement systems and offshore clearing banks, effectively creating a multi-currency framework with gold as the pivotal settlement asset. Geographically, Gromen sees varied outcomes for different regions. He believes the United States has geographical advantages but warns against urban living during this transition. Europe appears most vulnerable, while Asian countries like China, Japan, and South Korea are potentially well-positioned to benefit from these shifts, particularly given their engineering capabilities and demographic dynamics. Regarding commodities, Gromen anticipates a generational trend favoring strategic metals like copper, silver, nickel, rare earths, and uranium. He predicts that future commodity trades will increasingly require value-for-value exchanges, moving away from paper-based transactions. The underlying theme is a fundamental restructuring of global economic systems, driven by supply chain fragilities, geopolitical tensions, and the need for more resilient, productivity-focused economic models. Gromen suggests this transition will likely involve significant inflation and economic recalibration, with gold playing a central role in the emerging monetary landscape. Timestamps: 00:00:00 – Introduction 00:00:44 – Unprecedented Energy Disruption 00:02:48 – Globalization and Debt Levels 00:05:00 – Equity Valuations Warning 00:07:20 – Market Pricing Liquidity 00:09:01 – Supply Chain Breakdowns 00:10:28 – Disruption Lag Effects 00:12:15 – Oil Policy Miscalculations 00:15:27 – Geopolitical Trade-offs 00:21:50 – Hubris vs Strategy 00:28:33 – China’s Strategic Benefits 00:33:56 – Monetary Order Shift 00:39:52 – Gold’s Reserve Role 00:45:06 – Future Debasement & Gold 00:49:46 – Regional Economic Outlooks 00:56:10 – Commodity Generational Trends 01:00:12 – New section Guest Links: X: https://x.com/lukegromen Website: https://fftt-llc.com/ Luke Gromen began his career in the mid-1990s in Research at Midwest Research before moving over to institutional equity sales and becoming a partner. While in sales, Luke was a founding editor of Midwest’s widely-read weekly summary (“Heard in the Midwest”) for the firm’s clients. He aggregated and combined proprietary research from Midwest with inputs from other sources. In 2006, Luke left FTN Midwest to become a founding partner of Cleveland Research Company. At CRC, Luke continued to work in sales and edit CRC’s flagship weekly research summary piece (“Straight from the Source”) for the firm’s customers. In 2014, Luke left Cleveland Research to found FFTT, LLC (“Forest for the Trees”), a macro/thematic research firm catering to institutions and individuals that aggregates a wide variety of macroeconomic, thematic, and sector trends in an unconventional manner to identify investable developing economic bottlenecks. Luke also provides strategic consulting services for corporate executives. He is a graduate of the University of Cincinnati and received his MBA from Case Western Reserve University and earned the CFA designation in 2003.

Welcome to episode #1035 of Thinking With Mitch Joel (formerly Six Pixels of Separation). At a time when marketers have more data, more technology and more precision than ever before… consumer trust, attention and loyalty somehow feel more fragile than ever. Few people are exploring that paradox more deeply than MichaelAaron Flicker. An entrepreneur who started his company at just fourteen years old, Michael has spent years studying the intersection of marketing, behavioral science and human decision-making (he runs an agency, vventure capital firm and leads several other businesses). His book, Hacking The Human Mind - The Behavioral Science Secrets Behind 17 Of The World's Best Brands (along with co-author Richard Shotton), examines how brands shape perception, influence behavior and build emotional resonance… often in ways consumers barely recognize. In this conversation, Michael and I explore the growing divide inside modern marketing itself… between performance-driven optimization and the enduring power of emotional storytelling. We unpack how AI, algorithms and recommendation systems are quietly reshaping consumer agency, why the illusion of choice may be more powerful than choice itself, and how platforms increasingly mediate not just what we buy… but how we think. Michael (who also has a great podcast, The Consumer Behavior Lab) argues that while technology has evolved dramatically, human behavior has not. Scarcity, status, social proof, storytelling and emotional connection still shape our decisions… even when we believe we're acting rationally. We also discuss the dangerous temptation for marketers to chase short-term metrics while neglecting the deeper work of building lasting brand value, trust and cultural meaning. Along the way, we get into Amazon's invisible persuasion architecture, why many direct-to-consumer brands plateau, the ethical tension between persuasion and manipulation, and how AI may transform marketing from an art form into an escalating behavioral arms race. What emerges is a fascinating conversation about power, psychology and the increasingly intimate systems shaping modern commerce… and whether brands still truly understand the humans they're trying to reach. Enjoy the conversation… Running time: 1:00:58. Hello from beautiful Montreal. Listen and subscribe over at Apple Podcasts. Listen and subscribe over at Spotify. Please visit and leave comments on the blog - Thinking With Mitch Joel. Feel free to connect to me directly on LinkedIn. Check out ThinkersOne. Here is my conversation with MichaelAaron Flicker. Hacking The Human Mind - The Behavioral Science Secrets Behind 17 Of The World's Best Brands. The Consumer Behavior Lab. Richard Shotton. Xenopsi. Follow MichaelAaron on LinkedIn. Chapters: (00:00) - Introduction to Marketing and Behavioral Science. (03:03) - The Paradox of Modern Marketing. (06:02) - The Role of AI in Consumer Decision Making. (09:00) - The Illusion of Choice in E-commerce. (12:05) - The Evolution of Marketing Metrics. (15:07) - The Changing Landscape of Brand Power. (18:12) - Understanding Human Behavior in Marketing. (20:59) - The Symbiotic Relationship Between Brands and Platforms. (24:02) - The Impact of Globalization on Consumer Choices. (33:28) - Brand Value and Consumer Loyalty. (38:16) - The Importance of Services in Marketing. (41:39) - Case Studies and Anomalies in Brand Success. (50:24) - The Role of AI in Marketing and Persuasion. (57:51) - The Shift to the Intimacy Economy.

Richard Duncan is here today to discuss global macro developments as he outlines a long-term macro framework, arguing that the modern global economy has shifted from traditional capitalism to a system driven by credit expansion. He explains how, since the 2008 financial crisis, government borrowing and Federal Reserve money creation have replaced the private sector as the primary engine of growth, fueling massive asset inflation and a historic surge in wealth, but also creating an "everything bubble" highly dependent on low interest rates. Duncan warns that rising inflation could push interest rates higher and trigger a collapse in asset prices and a severe recession. Richard emphasizes that the greatest systemic risk is a contraction in credit and argues that sustained investment in innovation may be the only path to outgrow the debt burden before a long-term crisis emerges. We discuss... Richard Duncan explains his macro framework, arguing the global economy shifted from gold-backed discipline to a credit-driven system after 1968. Credit expansion, rather than productivity, has been the primary driver of economic growth for decades. Globalization and trade deficits helped suppress inflation, enabling lower interest rates and more debt growth. Following the 2008 crisis, government borrowing and Federal Reserve intervention replaced the private sector as the main engine of credit expansion. Massive stimulus and quantitative easing fueled a historic surge in asset prices and household wealth. The U.S. now faces an "everything bubble," with asset valuations stretched relative to income. War in the Middle East could drive higher energy, fertilizer, and food costs, worsening global inflation. Higher rates threaten to pop the credit-fueled bubble and trigger a significant recession. Deglobalization and reshoring manufacturing would likely be highly inflationary and destabilizing to the system. Despite high debt levels, the system can continue functioning as long as credit keeps expanding. Richard suggests a future shift from "creditism" to a new system driven by artificial intelligence and exponential gains in cognition. Gold's rise is attributed both to the broader asset bubble and declining global trust in U.S. financial dominance. Central banks are increasingly accumulating gold as a hedge against geopolitical and monetary risk. The biggest overlooked risk is a contraction in credit, which could collapse the entire economic system. Duncan argues that aggressive investment in innovation and technology is key to outgrowing the debt burden. Without continued credit expansion or productive investment, the system risks a severe long-term depression. Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Marc Walton | Forex Mentor Pro 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 full show notes at https://moneytreepodcast.com/urgent-global-macro-development-richard-duncan-814 

Jeffrey Sachs on the real origins of the Iran war, and the coming economic devastation. (00:00) Where Does the Iran War Go From Here? (10:13) Iran's Growing Power Since the War Began (24:37) The Nuclear Weapon Lie Surrounding Iran (41:12) Iran's Drought, Israel's Use of the U.S., and Accepting a Stronger Iran (1:07:08) Zionism's Origin Jeffrey D. Sachs is a Columbia University professor and leading foreign policy expert. He has advised multiple UN Secretaries-General and serves as an SDG Advocate to António Guterres. He is President of the UN Sustainable Development Solutions Network and spent over 20 years as a professor at Harvard University. He is also the author of The Ages of Globalization (2020) and Ethics in Action for Sustainable Development (2022). Paid partnerships with: Good Ranchers: Use code TUCKER to get an additional $25 off your first order at https://go.goodranchers.com/tucker Audien Hearing: Learn more about how Audien can help you or someone you love hear better. Call 1-800-453-2916 or visit https://HearTucker.com Joi + Blokes: Use code TUCKER for 50% off your labs and 20% off all supplements at https://joiandblokes.com/tucker TCN: NEW! Tucker Carlson Books presents Russell Brand's ‘How to Become a Christian in 7 Days.' Available only on  https://tuckercarlsonbooks.com Learn more about your ad choices. Visit megaphone.fm/adchoices

What makes soccer more than just a sport? In this episode of The Gametime Guru, I have the chance to chat with Franklin Foer, author of How Soccer Explains the World: An Unlikely Theory of Globalization, to explore how soccer reflects culture, identity, politics, religion, class, and globalization across the world. From the tribal nature of fandom to the deeper meaning behind clubs like Barcelona and Newcastle United, this conversation shows why soccer can reveal so much about the societies that surround it. Franklin shares how his travels and research shaped the book, why soccer became the perfect lens for understanding the modern world, and how the game has evolved over the past two decades. Shane and Franklin also discuss why soccer fandom feels so different in other countries compared to the United States, how the sport is growing in America ahead of the 2026 World Cup, and what readers can learn from looking at sports through a wider cultural lens. This episode covers: Why soccer helps explain globalization The connection between sports, identity, and tribalism The difference between American sports culture and global soccer culture When fandom creates community and when it can turn dark Why clubs can represent far more than just a game How soccer is growing in the United States ahead of the 2026 World Cup If you are a fan of soccer, sports history, world culture, or the deeper meaning behind why people care so passionately about sports, this is an episode you will not want to miss. Get Franklin Foer's book here: https://www.amazon.com/How-Soccer-Explains-World-Globalization-ebook 

For all practical purposes, there is no longer a Democratic Party, at least as we've known it for 50 to 100 years. It is a full‑blown socialist revolutionary party. The players of that party who are running things are not even Chuck Schumer or Hakeem Jeffries. They're people like Rep. Jasmine Crockett, James Talarico in Texas, Zohran Mamdani and Elizabeth Warren. What happened to Clinton‑era Democrats? Globalization and open borders would be a good place to start looking, argues Victor Davis Hanson on today's edition of “Victor Davis Hanson: In a Few Words.”

Jason stands ten toes down for sports fans. Today, he takes umbrage with Stephen A. Smith blaming the fans for the influx of Europeans into the NBA, referring to the “whitening” of the game. Jason comments on Stephen A. explaining Kevin Durant's rant about AAU and European basketball. Is Stephen A. leading blocking for NBA overlords? Dre Baldwin and Jay Skapinac join Jason to discuss Smith's comments; the fact that Luka Doncic and LeBron James simply don't blend; and whether Cameron Boozer is a better prospect than Darryn Peterson. Danny Kanell and Jason cover a full spectrum of football topics from he Rooney Rule to the best college quarterbacks of the 21st century. Kanell also explains why he would pass on Kansas star Darryn Peterson. ​​Today's Sponsors: Relief Factor If you're living with daily aches and pain, Relief Factor might be the real deal for you too. Try the 3-week QuickStart today! Visit https://ReliefFactor.com or call 800-4-RELIEF. ➢ Subscribe Jason's other channel https://www.youtube.com/@JasonWhitlockHarmony  https://www.youtube.com/@JasonWhitlockBYOG  ➢ Connect with Jason on Social Media:  https://x.com/WhitlockJason https://www.instagram.com/realjasonwhitlock/ https://www.facebook.com/jasonwhitlock ➢ Send Jason an Email FearlessBlazeShow@gmail.com ➢ Support The Blaze Visit https://TheBlaze.com. Explore the all-new ad-free experience and see for yourself how we're standing up against suppression and prioritizing independent journalism. Support Conservative Voices! Subscribe to BlazeTV at https://www.fearlessmission.com and get $20 off your yearly subscription. Learn more about your ad choices. Visit megaphone.fm/adchoices