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Uzair talks to Dr. Irfan Nooruddin about the growing volatility in U.S.–India relations under President Trump. We discuss the impact of the 25% tariff imposed on Indian goods, the administration's criticism of India's oil trade with Russia, and the challenges around H-1B visas and illegal immigration. We also talk about the political constraints facing Prime Minister Modi in Delhi and what all this means for the future of the bilateral relationship. Dr. Irfan Nooruddin is the Hamad bin Khalifa Professor of Indian Politics at Georgetown University. He is the author of The Everyday Crusade, Elections in Hard Times, and Coalition Politics and Economic Development. His work focuses on democratization, international political economy, and policymaking in the Global South. Chapters: 0:00 Introduction 1:20 State of play in the relationship 8:30 MAGA's view of India 23:15 Indian right wing's bet on Trump 2.0 30:50 What can India do to make a deal with Trump? 42:40 Impact of Operation Sindoor on US-India ties
This A.M. Update: Week in Review recaps the week's top moments, including Florida Governor Ron DeSantis exposing the H-1B visa scam that displaces American workers, HHS Secretary Robert F. Kennedy Jr. detailing corruption in the vaccine injury compensation program, and comedian Tony Hawks sparking debate by refusing to leave an inheritance for his son. Plus, a look at the economy with mixed sentiments from listeners and Aaron's personal take on tax relief hopes for next year. Ron DeSantis, H-1B visas, immigration policy, Robert F. Kennedy Jr., vaccine injury, pharmaceutical corruption, Tony Hawks, inheritance debate, economy, tax relief, A.M. Update Week in Review
01:00:44 – FBI Hides Epstein Footage, Trump May Pardon P. DiddyOpening topics hit fast: speculation that the FBI is withholding surveillance video from Epstein's cell, talk of Trump possibly pardoning P. Diddy, and questions over whether Ghislaine Maxwell could be next. 01:16:41 – Cincinnati Racially Motivated Beating OutrageThe show condemns comments from Cincinnati City Council President Pro Tem Victoria Parks, who said she was “grateful” for a black mob beating white victims. Discussion centers on media double standards, hate crime hypocrisy, and cultural propaganda against whites. 01:26:08 – Pelosi Act: Political Theater, Not ReformThe Senate committee advances the Pelosi Act to ban certain stock trades — but carves out exemptions for Trump and VP Vance. Framed as partisan score-settling, not genuine anti-corruption reform. 01:41:27 – UK Police Arrest Gardener for Using a TrowelUK police treat gardening tools as “offensive weapons,” arresting a man tending his own garden. The segment ridicules UK law enforcement as a clown show more focused on harmless citizens than real criminals. 01:59:17 – UK's Inverted JusticeCommentary on how authorities ignore terrorism and violent crime while punishing harmless acts like gardening or online speech. The UK's priorities are described as upside-down and politically motivated. 02:13:00 – Immigration Arrest Video Sparks OutrageA Florida traffic stop turns violent when immigration officers choke and tase two men. The American filming the incident is threatened and charged for refusing to delete the footage — a move the show calls pure thuggery. 02:46:07 – Poll: Nearly Half Link Trump to EpsteinA new poll finds 46% of Americans believe Trump was involved in Epstein's crimes, but Republican denial remains strong. The show laments how many refuse to see the evidence. 02:59:10 – Trump's Chinese Ship Fee BackfiresProposed fees on Chinese-built cargo ships risk crippling U.S. coal and agricultural exports, driving up consumer prices, and strangling already struggling industries. 03:07:45 – EU Trade Deal Unrealistic and RiskyThe U.S.–EU preliminary trade pact promises impossible energy purchase targets and could trigger economic blowback. The show likens it to “Looney Tunes” policymaking. 03:15:05 – AI as a Trojan Horse for a Lost GenerationConcerns are raised over Elon Musk's “anime AI girlfriend” on X/Twitter, described as engineered to hijack young men's attention and dopamine, replacing real-world relationships and stunting cognitive development. 03:28:31 – AI Will Erase Entry-Level WorkDiscussion shifts to how AI and automation will target entry-level jobs first, removing the stepping stones young people need to build careers. Generational decline in work opportunities is linked to automation, H‑1B hiring, and corporate cost-cutting. 03:43:40 – Technocrats Push Total Health Data SurveillanceU.S. health officials and tech leaders roll out plans for nationwide health data integration, combining wearables, tax records, DMV files, and more into a centralized system—framed as a tool for population management and control. 03:48:01 – Court Win for Christian Adoption RightsAn Oregon appeals court rules in favor of Jessica Bates, a Christian mother previously barred from adopting for refusing to support gender transition for foster children—seen as a rare religious liberty victory in the adoption system. 03:53:02 – Churches Freed to Endorse Political CandidatesConservative Christian activists celebrate a legal win against the Johnson Amendment, allowing churches to endorse candidates without IRS retaliation—a move viewed as a breakthrough for political speech from the pulpit. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
01:00:44 – FBI Hides Epstein Footage, Trump May Pardon P. DiddyOpening topics hit fast: speculation that the FBI is withholding surveillance video from Epstein's cell, talk of Trump possibly pardoning P. Diddy, and questions over whether Ghislaine Maxwell could be next. 01:16:41 – Cincinnati Racially Motivated Beating OutrageThe show condemns comments from Cincinnati City Council President Pro Tem Victoria Parks, who said she was “grateful” for a black mob beating white victims. Discussion centers on media double standards, hate crime hypocrisy, and cultural propaganda against whites. 01:26:08 – Pelosi Act: Political Theater, Not ReformThe Senate committee advances the Pelosi Act to ban certain stock trades — but carves out exemptions for Trump and VP Vance. Framed as partisan score-settling, not genuine anti-corruption reform. 01:41:27 – UK Police Arrest Gardener for Using a TrowelUK police treat gardening tools as “offensive weapons,” arresting a man tending his own garden. The segment ridicules UK law enforcement as a clown show more focused on harmless citizens than real criminals. 01:59:17 – UK's Inverted JusticeCommentary on how authorities ignore terrorism and violent crime while punishing harmless acts like gardening or online speech. The UK's priorities are described as upside-down and politically motivated. 02:13:00 – Immigration Arrest Video Sparks OutrageA Florida traffic stop turns violent when immigration officers choke and tase two men. The American filming the incident is threatened and charged for refusing to delete the footage — a move the show calls pure thuggery. 02:46:07 – Poll: Nearly Half Link Trump to EpsteinA new poll finds 46% of Americans believe Trump was involved in Epstein's crimes, but Republican denial remains strong. The show laments how many refuse to see the evidence. 02:59:10 – Trump's Chinese Ship Fee BackfiresProposed fees on Chinese-built cargo ships risk crippling U.S. coal and agricultural exports, driving up consumer prices, and strangling already struggling industries. 03:07:45 – EU Trade Deal Unrealistic and RiskyThe U.S.–EU preliminary trade pact promises impossible energy purchase targets and could trigger economic blowback. The show likens it to “Looney Tunes” policymaking. 03:15:05 – AI as a Trojan Horse for a Lost GenerationConcerns are raised over Elon Musk's “anime AI girlfriend” on X/Twitter, described as engineered to hijack young men's attention and dopamine, replacing real-world relationships and stunting cognitive development. 03:28:31 – AI Will Erase Entry-Level WorkDiscussion shifts to how AI and automation will target entry-level jobs first, removing the stepping stones young people need to build careers. Generational decline in work opportunities is linked to automation, H‑1B hiring, and corporate cost-cutting. 03:43:40 – Technocrats Push Total Health Data SurveillanceU.S. health officials and tech leaders roll out plans for nationwide health data integration, combining wearables, tax records, DMV files, and more into a centralized system—framed as a tool for population management and control. 03:48:01 – Court Win for Christian Adoption RightsAn Oregon appeals court rules in favor of Jessica Bates, a Christian mother previously barred from adopting for refusing to support gender transition for foster children—seen as a rare religious liberty victory in the adoption system. 03:53:02 – Churches Freed to Endorse Political CandidatesConservative Christian activists celebrate a legal win against the Johnson Amendment, allowing churches to endorse candidates without IRS retaliation—a move viewed as a breakthrough for political speech from the pulpit. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
A massive 8.8-magnitude earthquake off Russia's Kamchatka Peninsula triggers tsunami warnings for Hawaii, Alaska, and the U.S. West Coast, with Japan's Pacific coast expecting waves up to 3 yards. The quake, the largest since 2011, causes minor damage in Russia. The Senate confirms Trump's DOJ nominee Emil Bove as a federal judge in a 50-49 vote. Dr. Vinay Prasad resigns from the FDA after facing Big Pharma backlash. Trump reflects on sparing Hillary Clinton from prosecution, contrasting it with the Russiagate hoax. Ron DeSantis criticizes H-1B visa abuse, and ICE arrests a Jamaican overstaying his visa, hired as a Maine police officer. Senator Josh Hawley proposes $600 tariff rebates for Americans. Job vacancies drop to 7.4 million. Tsunami warning, Kamchatka earthquake, Shane Tamura, Manhattan shooting, emil Bove, Vinay Prasad, Trump administration, Ron DeSantis, H-1B visas, Josh Hawley, tariff rebates, economy
H-1B visas are now in the crosshairs of the Trump administration. New rules are now pending that could help make Americans more competitive on job markets, and to prevent companies from switching to cheap foreign labor.Views expressed in this video are opinions of the host and guests and do not necessarily reflect the views of The Epoch Times.
Join our Patreon for extra-long episodes and ad-free content: https://www.patreon.com/techishThis week, Techish host Michael Berhane teams up with TechCrunch reporter Dominic-Madori Davis to break down why Silicon Valley is leaning into the intense 996 work culture. They also dive into Black beauty brands like Ami Colé struggling to stay afloat. Flo's privacy trial, and Mira Murati's $2 billion seed round. And for the Patreon subscribers: why the Tea app is in hot water and the dark side of tech's H-1B visas.Chapters00:43 Silicon Valley Embraces Controversial 996 Workweek07:11 Black-Owned Beauty Brand Ami Colé Shuts Down13:33 Period-Tracking App Flo's Data Privacy Lawsuit17:46 Former OpenAI CTO Raises $2 Billion With No Product23:08 The Tea App Is In Hot Water [Patreon-Only]31:25 Are Tech Companies Exploiting H-1B Visa Holders? [Patreon-Only]Extra Reading & ResourcesSilicon Valley AI Startups Are Embracing China's Controversial ‘996' Work Schedule [Wired] Why I Am Closing Ami Colé My beauty brand offered Black women shades they couldn't find elsewhere. Why wasn't that enough? [The Cut] Sephora or Against? [Puck, $]As class action trial looms, Meta and Flo could face 'mind-boggling' damages [Reuters]Mira Murati's Thinking Machines Lab valued at $10bn after $2bn fundraising [FT] Plus follow Dom on Instagram (@dominicmadori) and subscribe to her Substack, The Black Cat.Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts SpotifySupport the show————————————————————Join our Patreon for extra-long episodes and ad-free content: https://www.patreon.com/techish Watch us on YouTube: https://www.youtube.com/@techishpod/Advertise on Techish: https://goo.gl/forms/MY0F79gkRG6Jp8dJ2———————————————————— Stay in touch with the hashtag #Techishhttps://www.instagram.com/techishpod/https://www.instagram.com/abadesi/https://www.instagram.com/michaelberhane_/ https://www.instagram.com/hustlecrewlive/https://www.instagram.com/pocintech/Email us at techishpod@gmail.com
TraditionalGlass Lewis, ISS sue Texas over law restricting use of ESG in proxy-voting advice Italian court allows climate lawsuit against energy giant to proceedItaly's highest court has given the green light to a lawsuit against the oil giant Eni for its role in warming the planet, rejecting the company's motion to dismiss the case. The environmental groups Greenpeace Italy and ReCommon, along with 12 Italian citizens filed suit in 2023 against the state-controlled oil producer for “past and potential future damages resulting from its contribution to climate change.”Honolulu's lawsuit against fossil fuel companies leads climate change legal fightHonolulu's lawsuit is further along than similar litigation across the country. A hearing on Tuesday will indicate how these fights play out in court. In 2020, Hawaii's capital city sued major oil companies, including ExxonMobil, Shell and Chevron, arguing they knew for nearly half a century that fossil fuel products create greenhouse gas pollution that warms the planet and changes the climate. The companies have also profited from the consumption of oil, coal and natural gas while deceiving the public about the role of their products in causing a global climate crisis, the lawsuit says.Rhode Island is the first state to provide menopause accommodations at workCiting New Rules, Meta Says It Will End Political Ads in E.U.Beginning in October, the company will stop ads related to political, electoral or social issues, it said in a release, citing a forthcoming E.U. regulation around the transparency of political advertisingThe Country Where 76% of Cars Sold Are ElectricNepal; 20% worldwide 20%; Norway 92%; US 10%Speed RoundIs this good because a headline not affiliated with Free Float is saying it out loud?: Starbucks CEO Brian Niccol made 6,666 times more than the median employee at his coffee chain last yearSub-score: Is this also good because they actually named the CEO in the headline?Is this good because a CEO is connecting consumer prices to Trump's tariffs?: Procter & Gamble CEO says Trump tariffs are causing the company to hike prices on shoppers Is this good because a CEO is saying something about AI that is not corporate gobbledygook?: Bluesky's CEO warns you shouldn't 'fully outsource your thinking' to AIIs this good because JD Vance agrees with me?: JD Vance calls out Big Tech for firing Americans while hiring cheap foreign H-1B visa replacementsIs this good because Hooters is gross?: Hulk Hogan's death could be bad news for Hooters Is this good for Free Float Media?: Young people aren't anti-capitalist. They're just sick of corporate hypocrisy
Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe push for mandatory EVs is now over, people are starting to realize that after 1 year the cars lose around 40% of their value. Inflation is declining again, this time in rentals. The Fed is an outdated money system, Trump is shutting it down. The [DS] believes they trapped Trump using the Epstein files, they want everyone to believe he is on the list. Trump turned the tables on them and is now producing the real list with the help of Ghilliane Maxwell and the grand jury information. The D's will try to block it. Trump has now trapped the [DS] with a plan in a plan. The [DS] are trying to block his nominees this will backfire. Economy https://twitter.com/disclosetv/status/1948802234281824343 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Trump official says administration will change visa, citizenship tests Trump administration will make changes to the visa system for skilled workers and look to make the test for U.S. citizenship more difficult. “The test as it's laid out right now, it's not very difficult,” said Joseph Edlow, who assumed the role in mid-July. “It's very easy to kind of memorize the answers. I don't think we're really comporting with the spirit of the law.” The first Trump administration instituted a version of the test with an expanded pool of questions that was later rolled back under former President Biden. Edlow told the Times that the government planned to return to a version of the test from the first term. Edlow also told the Times that the administration would seek to modify the H1-B visa program for skilled workers by prioritizing people who will earn higher wages. Source: hill.com https://twitter.com/KobeissiLetter/status/1948834639696855279 of Core CPI. This sharp drop could point to further disinflation in shelter prices and the overall CPI index. Keep watching shelter inflation. The Fed's FAFO Moment Is Here Once upon a time, the Federal Reserve operated like a priesthood—cloaked in mystery, speaking in riddles, and quietly pulling the levers of the most powerful monetary system on Earth. Nobody cared. Nobody needed to care. the Fed used to operate in the shadows. Now it's a clown show on center stage. But that era is over. to understand Bitcoin? You have to understand fiat money. And to understand fiat, you're eventually dragged—kicking and screaming—into the insane world of central banking, open market operations, CPI manipulation, and why the “2% inflation target” is just a polite way of saying “we're slowly robbing you.” And so, now in 2025, regular people get it. They understand the Fed's tools are blunt, its logic circular, and its credibility paper-thin. They've watched as inflation ravaged their savings while Jerome Powell told them it was “transitory.” They watched old crow Janet Yellen's medicine show run up the debt in a way so routinely incompetent that it's tough to keep track of what years she was Treasury Secretary and what years she was Fed Chair. People watched interest rates jerked around like marionette strings and bond markets twisted into grotesque shapes by $9 trillion on the Fed's balance sheet. In the past, the Fed didn't need to be credible—it just needed to be ...
The A.M. Update covers President Trump's tense visit to the Federal Reserve, clashing with Chair Jerome Powell over the $3.1 billion renovation cost, which Powell disputed, citing a completed Martin Building renovation. California Governor Gavin Newsom admits to participating in a coordinated effort to oust Biden, confirming a year-old Democratic coup. JD Vance calls out Microsoft for firing 9,000 American workers while seeking H1B visas, questioning their labor shortage claims. Joy Behar hints at The View's hiatus, raising cancellation rumors amid broader media shifts tied to USAID funding. Hulk Hogan's passing at 71 is mourned, highlighting his Christian conversion and cultural impact. Ask or Tell Me Anything addresses AI data center energy concerns, nuclear power's future, Real ID misconceptions, stablecoin definitions, and skepticism about John MacArthur abuse allegations. Trump Federal Reserve, Jerome Powell, $3.1 billion renovation, Gavin Newsom, Biden coup, JD Vance, Microsoft H1B visas, Joy Behar, The View hiatus, Hulk Hogan, Christian conversion, AI data centers, nuclear power, Real ID, stablecoin, John MacArthur
The Russia Collusion Criminal Conspiracy! And If We Solved Crime And The Economy We Don't Need H-1B Visas!
My fellow pro-growth/progress/abundance Up Wingers,With tariff and immigration policies uncertain, and the emerging AI revolution continuing to emerge, there's plenty to speculate about when it comes to the US economy. Today on Faster, Please! — The Podcast, I invite Joseph Politano to help us try and make sense of it all.He is the author of the popular Apricitas Economics Substack newsletter. Politano previously worked as an analyst at the Bureau of Labor Statistics.In This Episode* Trade and immigration headwinds (1:03)* Unpredictable trade policy (7:32)* Tariffs as a political tool (12:10)* The goal: higher tariffs (17:53)* An AI tailwind (20:42)Below is a lightly edited transcript of our conversation. Trade and immigration headwinds (1:03)You're going to have what is probably the largest one-year change in immigration in US history.Pethokoukis: What are the main economic headwinds that you're tracking right now? Or is it just trade, trade, trade?Politano: It's hard for me to not say it's trade, trade, trade because that's what my newsletter has been covering since the start of this administration and I think it's where the biggest change in longstanding policy is. If you look back on, say, the last 100 years of economic history in the United States, that's the kind of level you have to go to find a similar period where tariffs and trade restrictions were this high in the United States.At the start of this year, we were at a high compared to the early 2000s, but it was not that large compared to the 1970s, 1960s, the early post-war era. Most of that, especially in Trump's first term, was concentrated in China, and then a couple of specific sectors like steel or cars from Mexico. Now we have one, you had the big jump in the baseline — there's ten percent tariffs on almost all goods that come to the United States, with some very important exceptions, but ten percent for most things that go into the US. Then, on top of that, you have very large tariffs on, say, cars are 25 percent, steel and aluminum right now are 50 percent. China was up to 20 percent then went to the crazy 150 percent tariffs we had for about a month, and now it's back down to only 30 percent. That's still the highest trade war in American history. I think that is a big headwind.The headwind that I don't spend as much time covering, just because it's more consistent policy — even if it is, in my opinion, bad policy — is on the immigration stuff. You're going to have what is probably the largest one-year change in immigration in US history. So we're going to go from about 2.8 million net immigration to a year, to people like Stan Veuger projecting net-zero immigration this year in the United States, which would be not entirely unprecedented — but again, the biggest shift in modern American history. I think those are the two biggest headwinds for the US economy right now.You're highlighting two big drivers of the US economy: trade and immigration. But analyzing them is tricky because recent examples are limited. To understand the effects of these changes, you often have to look back 50 or 100 years, when the economic landscape was very different. I would think that would make drawing clear conclusions more difficult and pose a real challenge for you as an analyst.Again, I'm going to start with trade because that's where I focused a lot of my energy here, but the key thing I'm trying to communicate to people — when people think of the protectionist era in US history, the number one thing people think about is Smoot-Hawley, which were the very large tariffs right before the Great Depression — in my opinion, obviously did not cause the Great Depression, but were part of the bad policy packages that exacerbated the Great Depression. That is an era in which one, the US is not a big net importer to the same degree; and two, trade was just a much smaller share of the economy, even though goods were a much larger share of the economy.This is pre- the really big post-war globalization and pre- the now technology-era globalization. So if you're doing tariffs in 1930 or prior, you're hitting a more important sector. Manufacturing is a much larger share of the economy, construction is a larger share of the economy, but conversely, you're hitting it less hard. And now you have this change of going from a globalized world in which trade is a much larger share of GDP and hitting that with very large tariffs.The immigration example is hard to find. I think the gap is America has not done . . . let's call it extensive interior enforcement in a long time. There's obviously been changes to immigration policy. Legally the tariffs have gone up. Legally, lot of immigration policy has not changed. We don't pass bills on immigration in the same way. We don't pass bills on tariffs, but we do pass bills on tax policy. So immigration has changed mostly through the enforcement mechanisms, primarily at the border, and then secondarily, but I think this is the bigger change, is the kind of aggressive interior enforcement.The Steven Miller quote that was in the Wall Street Journal is what I think about, like, why aren't you going to Home Depot to try to deport people who are here undocumented? That's a really big change in economic policy from the first term where it was like, “Okay, we are going to restrict the flow of legal and undocumented immigrants at the border, and then mostly the people who are in the interior of the United States, we're only going to focus on people who've committed some other crime.” They got picked up by local law enforcement doing something else, and then we're going to deport them because of that.This is very different, and I think also very different tonally. In the first term, there was a lot of, “People don't want refugees.” Refugee resettlement was cut a lot, but there was a rhetorical push for, “We should let some people in from Venezuela or Cuba, people who were fleeing socialist dictatorships.” That program [was] also very much torn up. So it's hard to find examples, in that case, where you've got to go back to 1924 immigration policy, you've got to go back to 1930 trade policy for the closest analogs.Unpredictable trade policy (7:32)People notice if the specific things that they associate with other countries go up in price, even if those aren't their most important export.Trade policy seems especially difficult to analyze these days because it's been so mercurial and it's constantly evolving. It's not like there's one or two clear policy shifts you can study — new announcements and reversals happen daily, or weekly. I think that unpredictability itself creates uncertainty, which many analysts see as a drag on growth, often as much as the tariffs themselves.I think that's exactly right. I used to joke that there were three people in Washington, DC who know what the current tariff levels are, and I'm not sure any of them are in the White House, because they do change them extremely frequently. I'm going to give an example of the last 24 hours: We had the announced rate on imports from the Philippines from 20 percent to 19 percent, the rate on imports from Indonesia went from 32 to 19, the rate on Japan went from 25 to 15. None of those are legal changes. They've not published, “Here's the comprehensive list of exactly what we're changing, exactly when these are going to go into effect, yada, yada, yada.” It's just stuff that administration officials or Trump, in particular, said. So it's really hard to know with any certainty what's going on.Even just this morning, the Financial Times had a good article basically saying that the US and the European Union are close to a quote-unquote “deal” where the tariffs on the EU would be at 15 percent. Then literally 30 minutes ago, Peter Navarro is on TV and he's like, “I would take that with a grain of salt.” So I don't know. Clearly some people internally know. This is actually the longest period of time that Trump has gone without legally changing the tariffs since he was inaugurated. 28 days was the previous record.Normally — I'll give an example of the last Trump administration — what would happen is you'd have, “Hey, we are doing this Section 301 investigation against China. This is a legal procedure that you say that the Chinese government is doing ABC, XYZ unfair trade practices and we're going to retaliate by putting tariffs on these specific goods.” But you would have a very long list of goods at least a couple of months before the tariffs would take effect.It wasn't quite to this degree, I don't want to make it sound like Trump won, everything was peachy keen, and there was no uncertainty. Trump would occasionally say something and then it would change the next week, but it was much more contained, and now it's like all facets of trade policy.I think a really good example was when they did the tariffs on China going from 10 to 20 to then 145 percent, and then they had to come back a week later and be like, “We're exempting smartphones and certain types of computers.” And then they came back a week after that and were like, “We're exempting other types of electronics and electronic parts.” It does not take an expert to know that smartphones come from China. It's on the package that Apple sends you. And if you were very strategically planning this out, if you were like, “Well, are going to do 150 percent tariffs on China,” that would be one of the first questions someone would be like, “Well, people are going to notice if their iPhone prices go up. Have we thought about exempting them?”During Trump's first term — again, you can take this as political or economic strategy — they mostly focused a lot of the tariffs on intermediate goods: computer parts, but not computers; brakes, not cars. That has more complicated economic costs. It, on balance, hurts manufacturing in the United States more and hurts consumers less, but it's clearly trying to set up a political salience. It's trying to solve a political salience problem. People notice if the specific things that they associate with other countries go up in price, even if those aren't their most important export. There's been much less of that this time around.We're doing tariffs on coffee and bananas. I complain about that all the time, but I think it is useful symbolism because, in an administration that was less concerned about political blowback, you'd be like, “Oh yeah, give me a list of common grocery items to exempt.” This is much less concerned with that blowback and much more slap-dash.Tariffs as a political tool (12:10). . . we're now in the process of sending out these quote-unquote “letters” to other countries threatening higher tariffs. It doesn't seem to me like there's a rhyme or reason why some countries are getting a letter or some countries aren't.I think there's a lot of uncertainty in interpreting administration statements, since they can change basically overnight. Even if the policy seems settled, unexpected events — like, oh, I don't know, a there's a trial of a politician who Trump likes in another country and all of a sudden there's a tariff to nudge that country to let that politician go. If the president views tariffs as a universal tool, he may use them for unpredictable, non-economic reasons, making it even harder to analyze, I would think.I think that's exactly right, and if you remember very early on in the Trump administration, the Columbian government did not want to take deportees on military aircraft. They viewed this as unjust treatment of Columbian nationals, and then Trump was like, “I'm going to do a 20, 30 percent tariff,” whatever the number was, and then that was resolved the next day, and then we stopped doing the military flights two weeks after that. I think that was a clear example . . . Columbia is an important US trading partner, but there's a lot more who are larger economies, unfortunately for Columbia.The example you're giving about Brazil is one of the funnier ones because . . . on April 2nd, Trump comes out and says, “We're doing reciprocal tariffs.” If you take that idea seriously, we should do tariffs against countries that employ unfair trade practices against US exports. You take that idea seriously, Brazil should be in your top offender categories. They have very high trade barriers, they have very high tariffs, they have domestic industrial policy that's not super successful, but does clearly hurt US exports to the region. They got one of the lowest tariff rates because they didn't actually do it by trade barriers, they did it by a formula, and Brazil happens to export some oil, and coffee, and cashews, and orange juice to the United States more than they buy from us. That was the bad formula they did looking at the bilateral trade deficit.So you come back, and we're now in the process of sending out these quote-unquote “letters” to other countries threatening higher tariffs. It doesn't seem to me like there's a rhyme or reason why some countries are getting a letter or some countries aren't. We sent one to Libya, which is not an important trading partner, and we sent one to the Philippines, which is. But the letter to Brazil is half, “Okay, now we remembered that we have these unfair trade practices that we're complaining about,” and then it's half, “You have to let Jair Bolsonaro go and stop prosecuting him for the attempt to stay in power when he lost the election.”It's really hard to say, okay, what is Lula supposed to do? It's one thing to be like, economically, a country like Brazil could lower its tariffs and then the United States would lower its tariff threat. You'd still be worse off than you were at the start of the year. Tariffs would still be higher, trade barriers would still be higher, but they'd at least not be as bad as they could be. But tying it up in this political process makes it much less clear and it's much harder to find an internally consistent push on the political thing. There are out-and-out dictatorships that we have very normal trade relationships with. I think you could say we should just trade with everybody regardless their internal politics, or you could say trade is a tool of specific political grievances that we have, but neither of those principles are being applied consistently.As a business owner, totally separate from the political considerations, is it safe to import something from Mexico? Is Trump going to get upset at Claudia Sheinbaum over internal political matters? I don't know. He was upset with Justin Trudeau for a long period of time. Trudeau got replaced with Mark Carney, who is not exactly the same political figure, but they're in the same party, they're very similar people, and the complaints from Trump have dropped off a cliff. So it's hard to tell what the actual impulse is. I follow this stuff every day, and I have been wrong so many times, it is hard to count. I'll give an example: I thought Trump, last month, was like, “We're going to do 50 percent tariffs on the European Union.” And in my head I was like, “Oh, this makes sense.”With every other major trading partner, we go from a baseline level, we raise to a very large level, we keep that on for a very short amount of time, and then we lower back down to a level that is much higher than what we started at, but much lower than what was in practice. We went from average 20 percent-ish tariffs on China, we went from that to average 40 percent-ish tariffs, and then we went into the mid-100s, and now we're back down to average 50 percent-ish tariffs on China if you count stuff from Trump's first term.So I was like, “Oh, they paused this for 90 days, they're going to come back and they're going to say, ‘Well, everyone except the European Union, everyone except Japan, everyone except Brazil is doing really well in negotiations. We're going to raise tariffs on Brazil to 50 percent for a week and then we're going to lower them back.'” And that was obviously just wrong. They just kicked the can down the road unceremoniously.The goal: higher tariffs (17:53)It's not as though Donald Trump has a specific vision of what he wants the tariff rates to look like in five years, at a number level, per country per good. It's that he wants them to be higher.Do you feel that you have a good understanding, at this point, about what the president wants, ultimately, out of his trade policy?I do. In one word, he wants tariffs to be higher. Beyond that, all of the secondary goals are fungible. Recently, the White House has been saying, “Oh, tariffs don't raise prices,” which is an economic conjecture I think is empirically wrong. You can look at pre- and post-tariff import prices, post-tariff prices are up. It's not a 100 percent being passed through to consumers, but you can see some of that passed through in stuff like toys, and audio equipment, and coffee, and yada, yada.Point being, if you believe that conjecture, then it really can't industrialize the nation because it's implying that foreigners are just absorbing the costs to continue passing products that they make in Japan, or China, or Canada, into the United States. And then inversely, they'll say, “Well, it is industrializing the nation. Look at this investment, this factory that's being built, and we think it's because of the tariffs.”Well, if that's happening, it can't raise revenue. And then they'll come back and say, “Well, actually, it's fixing the budget deficit.” If that's happening, then you're in the worst of both worlds because it's raising prices and you're still importing stuff. So it's hard to find an internally consistent justification.Part of my mental model of how this White House works is that there's different camps on every issue, and it's very much not a consensus institution on policy, but it's also not a top-down institution. It's not as though Donald Trump has a specific vision of what he wants the tariff rates to look like in five years, at a number level, per country per good. It's that he wants them to be higher.He has this general impulse that he wants to reduce trade openness, and then somebody comes up to Trump and goes, “Hey, Mr. President, we should do 25 percent tariffs on cars. Remember where they come from?” And he goes, “That's a good idea.”And then somebody comes up to him and goes, “Hey, Mr. President, we should do a 10 percent baseline tariff on everything that comes into the United States.” And he goes, “That's a good idea.”And then somebody goes and says, “Hey, Mr. President, we should do a tariff that's reciprocal that's based on other countries trade barriers.” And he goes, “That's actually a good idea.”Those are very, very wildly different goals that are conflicting, even in just that area. But it's not that there's one vision that's being spread across all these policies, it's that there's multiple competing visions that are all getting partially implemented.An AI tailwind (20:42)This is the one area where it's only American companies that dominate, and the depth is so high that [other countries] feel like they're not even competing.I see AI as a potential tailwind toward productivity gains, but my concern is that any positive impact may only cancel out the headwinds of current trade and immigration policies, rather than accelerating growth. Is it a big enough tailwind?I do think it's a tailwind, and the US has several distinct advantages specific to AI. The first being that most of the companies that are major players, both from a software-development and from an infrastructure-development point of view, are in the United States. We are here in the DMV, and this is the largest data center cluster on planet Earth, which is kind of crazy that it's in Loudoun County. But that kind of stuff is actually very important. Secondarily, that we have the depth of financing and the expertise that exists in Silicon Valley that is so rare across the rest of the world. So I am optimistic that it will increase GDP growth, increase productivity, maybe not show up as a growth in productivity growth immediately, if that makes sense. Not quite an acceleration, but definitely a positive tailwind and a tailwind that is more beneficial in the United States than it is in other countries.The counter to that is that the AI stuff is obviously not constrained by borders to even a nominal degree, at this point. The fact that everyone talks about DeepSeek, for obvious reasons, but there are tons of models in the Gulf States, in Western Europe, in Australia, and you can access them all from anywhere. The fact that you can access ChatGPT from Europe means that not all the benefits are just captured in the narrow area around open AI headquarters in San Francisco.The secondary thing is that, in my opinion, one of the most important reasons why the United States continues to benefit from this high-tech economy that most other high-income countries are extremely jealous of — you talk to people from Europe, and Japan, and even places like Canada, the prize that they're jealous of is the stuff in Silicon Valley, because they feel like, reasonably, they can make cars and do finance just as well as the Americans. This is the one area where it's only American companies that dominate, and the depth is so high that they feel like they're not even competing. Anyone who wants to found a company moves to San Francisco immediately, but that relies on both a big research ecosystem and also a big immigration ecosystem. I don't know if you saw the Facebook superstars that they're paying, but I believe it was 50 percent non-American-born talent. That's a really big advantage in the United States' case that lots of people want to move to the US to found a company to work for some of these big companies. I don't think that's demolished, but it's clearly partially under threat by a lot of these immigration restrictions.The other important thing to remember is that even though the president's most controversial immigration policies are all about undocumented immigrants, and then to a lesser extent, people who are documented asylees, people who are coming from Haiti, and El Salvador, Venezuela, et cetera, the biggest direct power that they have is over legal immigration, just from a raw numerical standpoint. So the idea that they want to cut back on student visas, they want to cut back on OPT, which is the way that student visas basically start working in the United States, they want to add more intensive restrictions to the H-1B program, those are all going to undermine the benefits that the US will get from having this lead in artificial intelligence.The last thing that I'll say to wrap a big bow around this: We talked about it before, I think that when Trump was like, “We're doing infinity tariffs April 2nd,” there were so many bits of the computer ecosystem that were still tariffed. You would've had a very large tariff on Taiwanese computer parts, which mostly is very expensive TSMC equipment that goes into US data centers. I think that Jensen Huang — I don't know if he personally did this . . . or it was the coalition of tech people, but I am using him as a representative here — I think Jensen Huang went in and was like, “We really badly need this,” and they got their exemption. The Trump administration had been talking about doing tariffs on semiconductors at some point, I'm sure they will come up with something, but in the meantime, right now, we are importing absolute record amounts of large computers. It's at a run-rate of close to $150 billion a year.This is not all computers, this is specific to the kind of large computers that go into data centers and are not for personal or normal business use. I don't know what happens to that, let's say a year and a half from now, if the tariffs are 25 percent, considering how much of the cost of a data center is in the semiconductors. If you're going to have to then say, “Well, we would really like to put this somewhere in Virginia, somewhere in Pennsylvania, somewhere in Arizona, but you have a 25 percent premium on all this stuff, we're going to put it in Vancouver. We're going to put it in somewhere in the Gulf States,” or what I think the administration is very worried about is, “We're going to put it somewhere in China.” That chart of US computer imports, in trade policy, it's really rare to get a chart that is just a straight line up, and this is just a straight line up.On sale everywhere The Conservative Futurist: How To Create the Sci-Fi World We Were PromisedMicro ReadsPlease check out the website or Substack app for the latest Up Wing economic, business, and tech news contained in this new edition of the newsletter. Lots of great stuff! Faster, Please! is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit fasterplease.substack.com/subscribe
Joe opens the hour talking about the diverging paths of the parties, who's supporting President Trump, the H1-B fight, and what latest tragedy has befallen the worldSee omnystudio.com/listener for privacy information.
Welcome to Top of the Morning by Mint.. I'm Nelson John and here are today's top stories. Flight Frights: Safety Under the Scanner It's been a tense 48 hours in Indian aviation, with three back-to-back incidents raising concerns over safety and monsoon preparedness. On Tuesday, Air India Flight AI 315 from Hong Kong landed safely in Delhi, only for a fire to break out in the aircraft's auxiliary power unit (APU) just after parking. Luckily, passengers had started disembarking and no injuries were reported. The aircraft has been grounded for checks. This followed two other incidents on Monday: one Kolkata-bound flight aborted takeoff in Delhi due to a technical snag, and another Air India aircraft skidded off the runway in rain-hit Mumbai while arriving from Kochi. In both cases, passengers were unharmed. Adding to the list, an IndiGo flight from Goa to Indore made an emergency landing after a mid-air landing gear warning. All 140 passengers are safe, but the spate of issues has raised tough questions about maintenance protocols and weather-readiness. H1-B Overhaul: Skill May Trump Luck Donald Trump is moving to restructure the U.S. H1-B visa lottery. On July 17, the Department of Homeland Security filed a proposal to introduce a “weighted and wage-linked selection system.” If approved, higher-paid and more skilled applicants will be prioritized over the current random lottery system. This could mark a seismic shift for Indian professionals, who make up over 70% of all approved H1-B visas annually. In FY24, 77% of the 320,000 slots went to Indian nationals. Elon Musk supported the move with a one-word post on X: “Great.” Musk has previously called the system “broken,” and this change could reflect a “merit-first” model, especially appealing to the tech sector. Still, it's a divisive move within Trump's own MAGA base, which often pushes for stricter immigration. The proposal is under regulatory review, with final details yet to be confirmed. Akasa on Ascent: Fastest-Growing Indian Airline Akasa Air is flying high. In just two years, the airline has built a fleet of 30 Boeing 737 MAX jets and placed orders for 226 aircraft to be delivered by 2032. The numbers are impressive: revenue grew 49% year-on-year, Available Seat Kilometres (ASK) rose 48%, and EBITDA margins improved by 50% over FY24. Akasa's RASK (revenue per seat) now stands at 13%, while CASK (cost per seat) remains below 10%. The airline plans to expand international operations from 16% to 25%, targeting Middle East and Southeast Asia routes. CFO Ankur Goel says Akasa is on track to grow its fleet by 25–30% annually, and the upcoming Navi Mumbai and Noida airports could offer strong domestic growth levers. From startup to serious contender, Akasa is becoming India's most ambitious young airline. Modi–Starmer FTA: A Landmark Trade Handshake As PM Narendra Modi heads to the UK for his first visit since Keir Starmer took office, the two leaders are set to sign a long-awaited Free Trade Agreement (FTA). Cleared by India's Cabinet, the FTA promises to cut tariffs on 90% of British goods, making 85% of them duty-free over 10 years. In return, the UK will remove tariffs on 99% of Indian exports, boosting industries like textiles, gems, auto parts, marine goods, and chemicals. This is a big win for Indian exporters, especially in apparel and home textiles, which currently face 8–12% UK duties. The deal also aims to unlock India-UK trade, which currently makes up just 2% of India's global trade—a surprisingly low figure given their historic ties. Once signed, the FTA will go to the British Parliament for ratification. If passed, this could become Britain's biggest trade deal post-Brexit. Learn more about your ad choices. Visit megaphone.fm/adchoices
What happens when companies prioritize lower cost, non-citizen workers to fill jobs previously held by American citizens? This has happened to millions of American workers in many segments of our labor force, including highly skilled STEM workers. Our complicated visa system allows for loopholes that put hard-working citizens at risk, which impacts our culture, economy, communities, and families across the nation. The H1-B visa is most discussed, but many visa types are being misused to circumvent fair wage and employment practices. Listen as Linda and Rosemary Jenks, Co-Founder and Policy Director at the Immigration Accountability Project, discuss action steps needed to protect the American worker. This issue affects every segment of our society, and is important for employers, employes, students, and retirees. ©Copyright 2025, Prosperity 101, LLC __________________________________________________________ For information about our online course and other resources visit: https://prosperity101.com To order a copy of Prosperity 101 – Job Security Through Business Prosperity® by Linda J. Hansen, click here: https://prosperity101.com/products/ Become a Prosperity Partner: https://prosperity101.com/partner-contribution/ If you would like to be an episode sponsor, please contact us directly at https://prosperity101.com. You can also support this podcast by engaging with our Strategic Partners using the promo codes listed below. Be free to work and free to hire by joining RedBalloon, America's #1 non-woke job board and talent connector. Use Promo Code P101 or go to RedBalloon.work/p101 to join Red Balloon and support Prosperity 101®. Connect with other Kingdom minded business owners by joining the US Christian Chamber of Commerce. Support both organizations by mentioning Prosperity 101, LLC or using code P101 to join. https://uschristianchamber.com Mother Nature's Trading Company®, providing natural products for your health, all Powered by Cranology®. Use this link to explore Buy One Get One Free product options and special discounts: https://mntc.shop/prosperity101/ Unite for impact by joining Christian Employers Alliance at www.ChristianEmployersAlliance.org and use Promo Code P101. Support Pro-Life Payments and help save babies with every swipe. Visit www.prolifepayments.com/life/p101 for more information. Maximize your podcast by contacting Podcast Town. Contact them today: https://podcasttown.zohothrive.com/affiliateportal/podcasttown/login Check out VAUSA, America's choice for virtual assistants- https://hirevausa.com/connect" Thank you to all our guests, listeners, Prosperity Partners, and Strategic Partners. You are appreciated! The opinions expressed by guests on this podcast do not necessarily represent those held or promoted by Linda J. Hansen or Prosperity 101, LLC.
With increased funding for enforcement, immigration penalties under the Trump administration are ramping up. From I-9 audits to H-1B compliance, learn what employers and immigrants need to know to stay protected.#ImmigrationEnforcement #TrumpImmigration #I9Compliance #H1BCompliance #USImmigrationLaw #ImmigrationAudit #ImmigrationPenalties #NPZLawGroup #Visaserve #ImmigrationNews #BorderSecurity
This week's full broadcast of Computer Talk Radio includes - 00:00 - Nerd news for normal people - Commodore, Japan, McDonald's hack, speech, Chrome, Mars - 11:00 - H1B Visa program problems - Benjamin uses Microsoft issues to highlight failings of H1B visa - 22:00 - Apple iOS26 Public Beta - Keith asks Benjamin if he'll be daring and use the Public Beta - 31:00 - Marty Winston's Wisdom - Marty gives a review of the new Plugable Thunderbolt dock - 39:00 - Scam Series - scam stickers - Benjamin covers scam stickers and QR codes at point of sale - 44:00 - Keske on programming - Steve shares how earlier programming was far more elegant - 56:00 - Quotes to continue learning - Benjamin covers key inspirations to keep on learning - 1:07:00 - Listener Q&A - bluetooth issues - Miguel asks Benjamin why his Bluetooth disconnects often - 1:16:00 - IT Professional Series - 337 - Amazon's ultimatum for relocation is not simple or easy - 1:24:00 - Listener Q&A - freeze with HD - Omar asks about his computer freezing with external drive
A version of this essay has been published by firstpost.com at https://www.firstpost.com/opinion/shadow-warrior-zohran-mamdani-and-the-coming-crisis-for-hindus-in-america-13908482.htmlI have long felt the Deep State works on a single playbook in its foreign policy: regime-change, or what is colloquially called ‘Color Revolutions'. It is a simple routine: in some remote country, declare the ruling dispensation to be mad dogs, and shoot them, metaphorically if not in reality. Anoint a ‘friend' as the new chief. All hail to him/her! The pliant media goes along.There have been innumerable such plays all over the world, and most of the time, the results have been bad to disastrous for the country in question. Just look at Ukraine, Iraq, Libya, and Syria for recent examples. Iran, too, when Mossadegh was toppled because of, what else, oil: BP was annoyed at him for nationalizing Iranian oil.As an aside, I have wondered why Deep State did not orchestrate a color revolution against the Nehru Dynasty. On the face of it, there were plenty of reasons to do so: Jawaharlal's embrace of the Soviet Union, Indira's defiance regarding East Pakistan, and so on. So why didn't they topple the Dynasty and install a puppet, as they did with Mohammed Yunus in Bangladesh?Maybe India was just too unimportant. Or maybe, just maybe, the Nehru Dynasty was in fact the Deep State puppet already in place. Was Jawaharlal hand-picked, and didn't even know?So is Zohran Mamdani's rise the first Color Revolution in the US? A friend claimed that it wasn't, and that Barack Obama was the first. That is a debatable point, but one could argue that Obama 1 & 2, and Obama 3 (Biden's term) were the worst presidencies in US history.While there have been many good opinion pieces written about Mamdani's rise and rise, for instance by Jaggi and Avatans Kumar, I would like to focus on the broader implications of what Deep State might achieve by rolling out a Color Revolution in its own backyard. It's one thing to mess up a far-off country, and entirely a different thing to screw up your own premier city. This is a high-risk (and presumably high-return) strategy for Deep State.Of course, the UK Deep State (aka Whitehall) may well be leading the US Deep State by the nose. I called it a “master-blaster” relationship, hat tip to Mad Max Beyond Thunderdome. This color revolution possibility is not something I invented out of thin air, I give due credit to, among others, San for noting this possibility, along with many other unusual things about the Mamdani campaign, including its connection to Soros, as well as the uncompromising religious bigotry and use of dog-whistles against, for instance, Jews and Hindus. So Zohran Mamdani is worth watching, and so is his father, Columbia Professor Mamdani, who wrote something alarming in his 2004 book Good Muslim, Bad Muslim: America, the Cold War, and the Roots of Terror: see an excerpt below that seems to justify suicide bombing as a tactic. Of course, he may just have been doing an academic analysis, and surely, what the father said cannot be attributed to the son, but we can wonder about early influences on Zohran.Beyond the personal proclivities of the man and family, there is a mixture of Islamist radicalism and extreme-left radicalism in Zohran Mamdani's background. Some have called his rise a victory for the Red-Green Alliance, which is of significance to India, because here too we have often seen such a combination in play. Besides, it's notable that Mamdani has never said a word about atrocities committed on Hindus in Pakistan/Bangladesh or even in India, though he's quick to make up atrocity literature alleging “Gujarati Muslims have been wiped out” in India. About 10 million Gujarati Muslims may like to differ. Amazingly, the very people whom Mamdani is supposed to be emancipating, the underclass blacks and other low-income residents of NYC, did not vote for him. His victory in the Democratic primary came from young, well-off whites and “Asians” (the same Asians as in the UK?), and unions. That itself is telling. The bigger question, though, is how this relates to the eclipse of the West. I take the UK as Exhibit A. There was a recent article in the Economist magazine about how Britain is now a cheap country. In other words, the per capita income has fallen, and British assets are valued low, because there is a general perception of malaise, partly because manufacturing has collapsed.The headline is precious. It reminds me of the subtitle to Stanley Kubrik's “Dr Strangelove: How I Learned to Stop Worrying and Love the Bomb”. Right on, cheers, tally-ho!It was hugely entertaining to also listen to an Economist podcast which suggested that a “services-led economy” would be the UK's savior. Raghuram Rajan, take a bow. Necessity being the mother of invention, I suppose. There is not a single product of British manufacturing that anybody wants (with the possible exception of Rolls-Royce aircraft engines). They were able to dump their inferior goods on defenseless colonies (read: India) but those days are over.They are now apparently depending on services (e.g., their journalism, which, with its clipped accents, impresses Americans, but is available to the highest bidder. The word “Presstitutes” leaps to mind). In addition, IT services, it seems, given their convenient time zone. And cheap IT labor. Yes, direct threat to India. Wipro, Infosys, TCS, I am sure are paralyzed with fear. The UK is, in many ways, the canary in the coalmine. Its precipitous decline is related to the fact that it is a small island off northwest Asia, whereas of course the US is a continent-sized country with massive resources. But the other factors: the previous holder of the global reserve currency, the previous dominant superpower, etc., are relevant to the US.To be honest, I have no idea what the UK's elites are thinking, because their current trajectory is going to end in disaster. As I have said before, they have fancied themselves as dealmakers extraordinaire, with Whitehall leading the world in mischief. But they were too clever by half: their homeland is collapsing. I don't mind, it's schadenfreude time, but I wonder what 3-d chess they are playing. I wonder if the US Deep State has a clue that the US could end up like the UK. The one thing that has sustained the UK in the last few decades is their financial services. But with the LIBOR scandal and Brexit, that game is also moving on: to Frankfurt, Singapore, Dubai (and eventually I guess GIFT City, India). The City of London, the name of the financial district, has been decimated. This is a warning to Wall Street in New York City.Another warning comes from California in general, and San Francisco in particular. Once the most appealing of American cities, it has been turned into a fetid, dangerous place full of yes, “street-shitters” and fentanyl addicts. The main culprit has been rule by left-wing extremists who put in place the ingredients for terminal decline: for instance, a moratorium on prosecuting any property crimes worth less than $950, which led to the hollowing out of retail downtown.I am not saying New York City is a pleasant place especially compared to what San Francisco was (I lived for a long time in the suburbs of both, so I have personal experience) but there is surely a lot that can go wrong with socialism of the Mamdani variety. Exhibits A, B, C: Venezuela, Cuba, etc. What is of more immediate concern to Hindus is that the US will become more dangerous for them. As it is, the amount of racial hatred and animosity towards brown Hindus has grown perceptibly, aided by social media ‘influencers' who are likely paid by ISI/CCP/Deep State. There is also the element of envy, as Hindus have risen to high positions, mostly by way of hard work and smarts. In analogy with Jews, this envy can turn into poisonous bigotry. We have seen how Kristallnachts develop. And then Final Solutions. The UK has seen, along with the growth of its Muslim population (“demography is destiny”) a concomitant level of animosity and violence against Hindus: see Leicester; and the British establishment is so afraid of Muslims that they will not take any steps to curb their acts. This is leading to clear and present danger for Hindus. We have seen this movie before.In addition to the increasing animosity towards H1-B holding Indians, who are predominantly Hindus, a victory for Zohran Mamdani will basically make it clear to US Hindus that their days are numbered, and that the US may rapidly follow the UK into societal and economic collapse. It's a sobering thought. Do we have a Plan B?1330 words, 15 Jul 2025 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rajeevsrinivasan.substack.com/subscribe
Send us a textBreaking into consulting as an international candidate in 2025 is challenging, but not impossible. In this episode, Jenny Rae shares a proven roadmap.You'll hear the 4 most common obstacles internationals face, plus actionable strategies to overcome them. From understanding visa sponsorship to translating your work experience, Jenny Rae covers what really matters in today's hiring environment.Additional Resources:Consulting Firm Directory: See who sponsors H1B visas.Application Deadlines Tracker: Stay on top of key recruiting dates.Fit Quiz: Identify your strengths and areas to improve.Black Belt Program: Get expert guidance and coaching for case interviews.Strategy Sprint: Build consulting‑ready experience on your resume.Real Talk About MarketingAn Acxiom podcast where we discuss marketing made better, bringing you real...Listen on: Apple Podcasts Spotify Ruthless Truth--Episode 10: Steve Jobs, the iPhone and Me...The Untold StoryIs an opinion platform hosted by Marvin “Truth” Davis. My life and career...Listen on: Apple Podcasts SpotifyConnect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube! Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us (team@managementconsulted.com) with questions or feedback.
Redeeming the newest Codex, the eldest troon, Gator and the Stinky VTubers, the end of Creator Clash, the petition, Bossman's debts, and Jeremy Bicha doesn't think you should have a job.
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he breaks down today's biggest stories shaping America and the world. Alligator Alcatraz and ICE Raids Spark National Debate Polling shows over 60% of Americans support deportations, including a growing number of Hispanic voters. At Florida's “Alligator Alcatraz” detention center, migrants complain about conditions, while LA officials criticize ongoing ICE raids. Meanwhile, left-wing attacks on ICE officers escalate, and Democrat senators propose unmasking agents. President Trump slams the idea, calling it dangerous and un-American. Trump Offers Tariff Discounts to African Nations That Accept Deportees President Trump is using tariff policy to pressure countries to accept U.S. deportees. In a bid to ease deportation backlogs, he offers lower tariffs and increased investment to African nations like Gabon, Senegal, and Guinea-Bissau if they agree to resettle illegal migrants. Some leaders appear open, especially where economic incentives align with rare earth mineral access. Brazil Tariffs Escalate as Trump Responds to Free Speech Crackdown Trump imposes a 50% tariff on Brazilian goods in response to President Lula's treatment of former conservative leader Jair Bolsonaro. Brazil threatens retaliation, which could affect prices for key imports like coffee, beef, and rare earths. Bryan supports Trump's leverage strategy but cautions against alienating allies without diplomatic finesse. Tariffs Not Driving Inflation, But Price Pressures May Be Coming Despite fears, Axios reports that tariffs have not significantly raised consumer prices. Most U.S. companies are absorbing the costs or adapting supply chains. However, 77% say they may raise prices within six months. Bryan celebrates being right about his “Costco analogy” and urges listeners to watch corporate earnings next week for updates. Microsoft Lays Off Americans, Hires Foreign Workers, and Embraces AI Microsoft plans to lay off 15,000 U.S. workers while replacing them with AI and 14,000 foreign hires, mostly from China and India, via H-1B visas. Critics argue the program is abused to undercut American wages. Bryan warns of growing youth unemployment and calls for policy changes before AI and outsourcing further erode the U.S. labor market. "And you shall know the truth, and the truth shall make you free." – John 8:32
In this explosive series of segments, we confront the unsettling truths the mainstream media won't touch. First, a deep dive into the violent climate at the border—where Democrat leaders and their rhetoric are accused of grooming voters toward bloodshed against political opponents. Next, a heartbreaking look at the Lake Greenwood boating tragedy, where drunk recklessness destroyed young lives and underscored the need to speak up when friends cross the line. Finally, a blistering critique of America's foreign entanglements: why sending more weapons to Ukraine could spiral into nuclear war, and how Microsoft's mass layoffs and the unchecked flood of H-1B visas are hollowing out the American workforce. Plus, the Epstein client list controversy resurfaces—raising urgent questions about who is really being protected in Washington. No spin, no sugarcoating—just the raw reality behind the headlines.
01:03:15 – 01:17:32“One Big Beautiful Bill”: Budget, Amnesty, and Economic FalloutThe new budget bill extends Trump-era tax cuts, slashes welfare and Medicaid, raises defense spending, and increases the debt ceiling by $5 trillion. Critics warn it frontloads benefits and delays cuts, triggering a fiscal cliff by 2028. Despite MAGA promises, the bill includes talk of amnesty and centralizes more power in federal hands. 01:18:29 – 01:21:28Military Budget Passes $1 Trillion MarkThe bill allocates $150 billion in extra military funding, bringing the 2026 military budget to over $1 trillion. Funding priorities include a proposed “Golden Dome” defense system and additional missile stockpiles, sparking concern over boondoggles and unnecessary militarism. 01:29:29 – 01:43:58Inalienable Rights, Tyranny, and the Spirit of 1776A commentary explores the erosion of civil liberties under expanding executive power, comparing modern policies to British tyranny before the American Revolution. Topics include surveillance, indefinite detention, censorship, and the decline of constitutional protections. 01:52:33 – 01:55:35Antidepressant-Linked Suicide and Pfizer LawsuitA widow recounts her husband's suicide shortly after starting Zoloft, leading to a lawsuit against Pfizer. She uncovers internal documents revealing the pharmaceutical company's knowledge of associated risks, sparking wider criticism of industry secrecy. 01:55:35 – 02:00:26Leaked Memo: Pharma Lobby Plots to Silence RFK Jr.A biotech industry memo details efforts to remove RFK Jr. from public discourse due to his challenge to pharmaceutical narratives. Paired with FOIA documents, it exposes widespread media manipulation during the COVID response involving Hollywood, sports leagues, and influencers. 02:17:07 – 02:18:59UK Immigration Criticized as Criminal Crisis by DesignBritish media reports that migrants arriving by boat are far more likely to be imprisoned than UK citizens. Commentary alleges this is part of a deliberate plan to displace native populations and suppress cultural identity. 02:19:30 – 02:21:37Trump to Host UFC Fight at White House as Political SpectaclePlans for a UFC fight at the White House are mocked as emblematic of American political decline and national trivialization. Critics call it a circus undermining presidential dignity. 03:03:16 – 03:05:58Israel Lobby's Push for Bunker Buster Transfers and Nuclear EscalationA bipartisan bill would authorize Trump to transfer stealth bombers and bunker busters to Israel based on Netanyahu's discretion regarding Iran's nuclear intentions. The move is framed as a dangerous escalation and example of unchecked foreign lobbying. 03:06:29 – 03:07:23Pro-Israel Bipartisanship Highlights Uniparty DynamicsDespite differing on abortion and social issues, Reps. Gottheimer and Lawler are united in arming Israel. Commentary criticizes the uniparty system and the U.S. government's prioritization of Israeli military goals. 03:12:14 – 03:16:50Israel Accused of Genocide and Weaponizing StarvationAmnesty International reports Israel is using starvation as a weapon in Gaza, allegedly targeting aid sites to corral and kill civilians. Commentary claims the militarized aid system is designed to enable mass killings with U.S. backing. 03:29:42 – 03:32:40Trump's Mass Amnesty for Migrant Labor CriticizedTrump proposes amnesty for millions of undocumented workers in agriculture and hospitality. Critics call it a betrayal of immigration promises and accuse him of protecting cheap labor for personal business interests. 03:33:58 – 03:41:06Microsoft Lays Off Americans While Expanding H-1B HiringMicrosoft cuts thousands of U.S. jobs while lobbying to expand the H-1B visa cap. Commentary alleges racial hiring bias, credential fraud from foreign diploma mills, and intentional destruction of U.S. tech standards. 03:45:10 – 03:46:51Mexico City Protests American Digital NomadsLocals rally against rising rents and gentrification caused by U.S. digital nomads. The irony is highlighted—Mexicans protest foreign impact while Americans are shamed for raising similar concerns at home. 03:50:31 – 03:52:28Spain Criminalizes Parental Resistance to Gender TransitionNew Spanish law threatens jail time for parents or doctors who oppose a child's gender transition. Critics say the law mandates blind affirmation and criminalizes dissent, especially targeting Christians. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
01:03:15 – 01:17:32“One Big Beautiful Bill”: Budget, Amnesty, and Economic FalloutThe new budget bill extends Trump-era tax cuts, slashes welfare and Medicaid, raises defense spending, and increases the debt ceiling by $5 trillion. Critics warn it frontloads benefits and delays cuts, triggering a fiscal cliff by 2028. Despite MAGA promises, the bill includes talk of amnesty and centralizes more power in federal hands. 01:18:29 – 01:21:28Military Budget Passes $1 Trillion MarkThe bill allocates $150 billion in extra military funding, bringing the 2026 military budget to over $1 trillion. Funding priorities include a proposed “Golden Dome” defense system and additional missile stockpiles, sparking concern over boondoggles and unnecessary militarism. 01:29:29 – 01:43:58Inalienable Rights, Tyranny, and the Spirit of 1776A commentary explores the erosion of civil liberties under expanding executive power, comparing modern policies to British tyranny before the American Revolution. Topics include surveillance, indefinite detention, censorship, and the decline of constitutional protections. 01:52:33 – 01:55:35Antidepressant-Linked Suicide and Pfizer LawsuitA widow recounts her husband's suicide shortly after starting Zoloft, leading to a lawsuit against Pfizer. She uncovers internal documents revealing the pharmaceutical company's knowledge of associated risks, sparking wider criticism of industry secrecy. 01:55:35 – 02:00:26Leaked Memo: Pharma Lobby Plots to Silence RFK Jr.A biotech industry memo details efforts to remove RFK Jr. from public discourse due to his challenge to pharmaceutical narratives. Paired with FOIA documents, it exposes widespread media manipulation during the COVID response involving Hollywood, sports leagues, and influencers. 02:17:07 – 02:18:59UK Immigration Criticized as Criminal Crisis by DesignBritish media reports that migrants arriving by boat are far more likely to be imprisoned than UK citizens. Commentary alleges this is part of a deliberate plan to displace native populations and suppress cultural identity. 02:19:30 – 02:21:37Trump to Host UFC Fight at White House as Political SpectaclePlans for a UFC fight at the White House are mocked as emblematic of American political decline and national trivialization. Critics call it a circus undermining presidential dignity. 03:03:16 – 03:05:58Israel Lobby's Push for Bunker Buster Transfers and Nuclear EscalationA bipartisan bill would authorize Trump to transfer stealth bombers and bunker busters to Israel based on Netanyahu's discretion regarding Iran's nuclear intentions. The move is framed as a dangerous escalation and example of unchecked foreign lobbying. 03:06:29 – 03:07:23Pro-Israel Bipartisanship Highlights Uniparty DynamicsDespite differing on abortion and social issues, Reps. Gottheimer and Lawler are united in arming Israel. Commentary criticizes the uniparty system and the U.S. government's prioritization of Israeli military goals. 03:12:14 – 03:16:50Israel Accused of Genocide and Weaponizing StarvationAmnesty International reports Israel is using starvation as a weapon in Gaza, allegedly targeting aid sites to corral and kill civilians. Commentary claims the militarized aid system is designed to enable mass killings with U.S. backing. 03:29:42 – 03:32:40Trump's Mass Amnesty for Migrant Labor CriticizedTrump proposes amnesty for millions of undocumented workers in agriculture and hospitality. Critics call it a betrayal of immigration promises and accuse him of protecting cheap labor for personal business interests. 03:33:58 – 03:41:06Microsoft Lays Off Americans While Expanding H-1B HiringMicrosoft cuts thousands of U.S. jobs while lobbying to expand the H-1B visa cap. Commentary alleges racial hiring bias, credential fraud from foreign diploma mills, and intentional destruction of U.S. tech standards. 03:45:10 – 03:46:51Mexico City Protests American Digital NomadsLocals rally against rising rents and gentrification caused by U.S. digital nomads. The irony is highlighted—Mexicans protest foreign impact while Americans are shamed for raising similar concerns at home. 03:50:31 – 03:52:28Spain Criminalizes Parental Resistance to Gender TransitionNew Spanish law threatens jail time for parents or doctors who oppose a child's gender transition. Critics say the law mandates blind affirmation and criminalizes dissent, especially targeting Christians. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
Welcome to the one hundred and forty fourth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In this episode, James Ridley, Managing Director of the Australian office, breaks down the implications of the recently passed “One Big Beautiful Bill” on Australian expats living in the U.S. Now signed into law as of July 4, 2025, the legislation introduces several key tax changes—most notably, a 3.5% excise tax on outbound remittances beginning January 1, 2026. This could significantly affect visa holders (E-3, L-1, H-1B, and green card holders) who regularly send funds overseas. James also explains how this tax could apply to: - Restricted stock units (RSUs) - Dividends and rental income - Proceeds from property or share sales Currency providers may be required to withhold the tax at source, adding a compliance burden for expats and institutions alike. Another critical update: Section 899, the so-called “retaliatory tax,” could raise U.S. dividend withholding rates up to 50% for residents of countries deemed to have “unfair” tax systems—Australia's status remains to be clarified. Action Items: ✅ Seek advice if you're inheriting shares as a non-resident—CGT event K3 may apply. ✅ Register for our upcoming webinar to learn more about U.S. tax changes, currency shifts, and cross-border financial strategies. ✅ Prepare early for 2026, especially if you transfer money internationally or receive U.S.-sourced income. Links that we discussed in this episode include: • Upcoming events - atlaswealth.com/events • Facebook Group - Australian Expat Financial Forum Facebook Group - www.facebook.com/groups/Australia…atfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - atlaswealth.com/news-media/austra…he-expat-podcast/ • Expat Mortgage Podcast - atlaswealth.com/news-media/austra…mortgage-podcast/ • Weekly Recap Podcast – https://atlaswealth.com/news-media/australian-expat-podcasts/weekly-recap-podcast-4/ If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below. The Atlas Wealth Group is a specialist in providing tax, financial planning, asset management and mortgage services to every Australian #expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community. The Atlas Wealth Group was born out of the demand from Australian expats who wanted a professional to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas. To find out more about the Atlas Wealth Group and how we can help Australian expats please go to www.atlaswealth.com. Make sure you connect with us on our respective social media channels: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-group Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup
Sarah Stock, a dynamic conservative media personality from Rift TV, who is reshaping the dialogue on immigration, abortion, and foreign policy for younger generations, delves into her viral moment on Jubilee, her critical views on the H1B visa program, and the generational divide in perspectives on issues like Israel and abortion. Sarah shares her insights on the evolving landscape of conservative thought and the importance of prioritizing American interests. Additional interview with Congressman Nathaniel Moran from Texas, who discuss the progress of the much-anticipated "big beautiful bill." See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of The Daily Herold, Jon unpacks the House showdown over Trump's sweeping tax and spending bill, detailing how the Senate's version gutted major promises like eliminating taxes on tips and overtime by imposing strict income limits. He covers Hakeem Jeffries' marathon floor speech that set a new record, the backroom deals that secured Republican votes, and why the bill still falls short of delivering true tax relief. Jon also spotlights June's remarkable jobs report, with native-born employment soaring while foreign-born numbers fell sharply, marking what he calls a “domestic labor renaissance.” Other stories include Microsoft laying off thousands of American workers in favor of H1B visa hires, the Supreme Court taking up a case on transgender athletes in school sports, new US concessions to China on semiconductor exports, and a fresh look at the White House's payroll. Jon wraps up with lively chat commentary, reflections on four years of the Devolution series, and a preview of Badlands Media's Independence Day programming.
Supply, Stalemate, and Strategy: A Data-Centric View on U.S. Housing with Chris Nebenzahl Locked-In America: The Housing Market's Great Stall The U.S. housing market isn't just tight, it's inert. As Chris Nebenzahl, Housing Economist at John Burns Research and Consulting, puts it, America is experiencing a “lock-in effect” where millions of homeowners, beneficiaries of sub-3% mortgages from a prior era, have no incentive to move. Transactions, both in the for-sale and rental segments, are stalling. Inventory is constrained by economic rationality, not lack of demand. “The housing market thrives on constant moves,” Nebenzahl says. “But right now, across the housing spectrum, people are locked in.” The result: record-low turnover in single-family and multifamily rentals, with occupancy propped up by immobility rather than expansion. In such a frozen ecosystem, prices remain surprisingly buoyant despite high rates – a divergence from textbook supply-demand dynamics. The 5.5% Mortgage Threshold: A Reopening Trigger? The most actionable insight from Nebenzahl's research: housing won't truly unfreeze until mortgage rates return to a “magic number” of approximately 5.5%. That's the psychological and financial line at which the lock-in effect starts to meaningfully ease, based on historical demand models and borrower behavior. With mortgage rates stuck between 6.5% and 7.5%, this still feels a long way off. Until that number is achieved, or until housing prices decline significantly, mobility will remain stifled. Notably, certain regions such as Florida, Texas, Arizona, and Tennessee are already seeing modest price declines, indicating that some pressure is starting to break through. But Nebenzahl is clear: this isn't a repeat of 2008. “Nationwide, I think we'll see maybe a 1–2% decline in home values. We're nowhere near GFC territory,” he says. The real estate crash of yesteryear was a systemic event; today's stalling is more friction than fissure. Bifurcation in Geography and Performance The story of U.S. housing is increasingly one of regional divergence. “It's a tale of two markets,” Nebenzahl observes. Northeast, Midwest, parts of the West Coast: Supply remains tight, pricing is stable or even rising, and rent growth is positive particularly in cities like Boston, Chicago, and San Francisco. Sunbelt metros like Austin, Dallas, Denver, Nashville: Facing ongoing rent declines and incentives as a wave of multifamily supply catches up with (and briefly outpaces) demand. What's driving this? In one word: inventory. “Austin, for example, has seen the most supply as a percentage of existing stock. That's softened rents, even though demand remains strong.” The Quiet Strength of Rentals Despite oversupply in some markets, multifamily is holding up. Rents have stabilized, absorption remains healthy, and rent-to-income ratios are generally favorable. Nationwide, that ratio sits around 25%, well below the 30% threshold for ‘rent burden.' Even in supply-saturated markets like Austin, ratios hover near 20%, laying a foundation for recovery. Why this resilience? A few reasons: Affordability gap: With for-sale housing out of reach for many due to both price and interest rates, renting becomes the only viable option. Mobility hedge: In uncertain economic times, the flexibility of a 12-month lease is more appealing than a 30-year mortgage. Demographic tailwinds: New household formation, though potentially threatened by labor market softness, is still skewing towards rentals. “The lion's share of household formation is going into rental,” Nebenzahl says. “Because of affordability challenges, and because people are hesitant to make long-term commitments.” Cracks in the Foundation: Where Distress May Surface Still, there are stress points, especially in assets underwritten in the froth of 2021. “I'd be watching older vintage assets in oversupplied markets,” he says. “Many of those were acquired with floating rate debt and pro formas that didn't anticipate interest rates going from 0% to 5.5% overnight.” These deals are now colliding with debt maturities, declining rents, and underwriting models that assumed permanent appreciation. That said, he does not forecast widespread defaults – more likely, selective distress in marginal players. Risks on the Horizon: Immigration, Labor, and Fragility Beyond rates and rent rolls, Nebenzahl highlights three structural risks that CRE professionals should monitor closely: Immigration policy: Rental demand and construction labor both depend heavily on immigrant populations. Recent restrictions, including H1-B visa tightening and deportations, have had a measurable cooling effect. “Immigrants rent across the income spectrum,” he notes. “A slowdown hits both the demand side and the build (supply) side.” Aging trades workforce: With fewer young workers entering skilled trades, the industry faces a slow-burning capacity problem. The average age of electricians, plumbers, and roofers is steadily rising, and backfilling this labor pool remains an unsolved challenge. Tariffs and supply chain volatility: Tariffs on building materials could push up construction costs 2–3%, and as Nebenzahl notes, those costs would disproportionately impact steel-heavy high-rise multifamily more than low-rise SFR or garden-style. Monetary Fog: The Fed, Rates, and Global Perception Much of the future, however, depends on interest rates and here Nebenzahl expresses qualified caution. While he believes we are “above neutral” levels now, he doesn't expect a return to near zero interest rates. “Even in a mild recession, I don't see the 10-year Treasury falling below 3–3.5%,” he says. But more troubling is what he calls the “qualitative fog”: rising geopolitical tension, politicization of monetary policy, and eroding investor trust in American stability. “We're hearing less ‘there is no alternative' about the U.S.,” he says. “Foreign capital is pausing. Not exiting – but pausing.” That loss of automatic confidence in U.S. housing and Treasuries could ripple through cap rates and investment demand far more than a 25-basis-point Fed decision. What to Watch: Nebenzahl's Key Indicators For professionals managing exposure in this market, Nebenzahl advises watching: Job growth – Still the most reliable proxy for household formation. Household formation – Where people are forming new households, rentals are likely to benefit. Treasury market confidence – A real-time referendum on U.S. economic credibility. Final Thoughts: Where He'd Put $1 Million Today Asked how he'd allocate $1M today, Nebenzahl doesn't hesitate: “I'd split it between Midwest and Sunbelt rentals, multifamily and build-to-rent.” He's not holding cash. He's not forecasting a crash. He's betting on rental fundamentals and long-term demographic logic. “There's dry powder waiting to be deployed,” he concludes. “And multifamily is still one of the most institutionally resilient plays in U.S. real estate.” *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing. With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection. Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
A basic overview of the PERM-based green card process is discussed by Murthy Law Firm attorneys in this podcast recorded 02.Jul.2025. Included in this topic are the Labor Certification (ETA 9089 form), I-140 immigrant petition, and I-485 application to adjust status.
We hosted an informative session on "H-1B Cap: What Comes Next?" where we explored the post-lottery landscape and its implications for employers and foreign employees.Partner and Attorney Gladys Gervacio and Client Services Manager Arianna Gonzalez, MBA, shared expert insights into the next steps for those selected in the lottery, alternative visa options, and key compliance strategies.Whether you are a HR professional, business owner, or visa applicant, the session aimed to help them confidently navigate the path forward.Listen In!
Avoiding common mistakes is critical to a successful H-1B visa petition. In this Podcast, Atty. Miatrai Brown breaks down the top errors applicants and employers make and how to fix them before filing. Whether you're applying for the first time or assisting an employee, one small mistake can cause a denial. Learn what NOT to do and how to boost your chances in 2025's competitive H-1B lottery season.
What happens when your child on an H-4 visa turns 21? In this episode, Ludka Zimovcak, Managing Attorney at NPZ Law Group, shares critical insights into how to avoid "aging out" of legal status in the U.S.Ludka discusses:The risks and timeline for children of H-1B or L-1 holders turning 21Transitioning to an F-1 student visa: when and how to start the processWhy travel after switching to F-1 can be riskyHow the Child Status Protection Act (CSPA) may help preserve green card eligibilityAlternate visa options such as O-1 and P-1 for talented individualsPlanning ahead is essential—don't wait until it's too late. If your child is nearing 21, this episode is a must-listen.Contact NPZ Law Group at 201-670-0006 or visit www.visaserve.com to explore your immigration options.
The H-1B visa program has seen important changes and if you're applying or hiring foreign talent, you need to be prepared. In this video, Atty. Miatrai Brown breaks down the latest 2025 updates on the H-1B process, lottery rules, employer responsibilities, and compliance tips.
Planning to travel internationally? If you're a non-U.S. citizen, returning to the United States can come with unexpected complications. From visa scrutiny to re-entry delays, it's important to understand how to prepare and protect your status. In this session hosted by Diya A. Mathews, Partner and Attorney, and Arianna Gonzalez, MBA, Client Services Manager, they shared practical guidance on how to avoid issues at the border, what documents and proof you should carry, how travel can affect visa renewals or pending immigration applications, and what red flags to watch out for. Whether you're traveling for work, vacation, or family matters, this session is essential for H-1B holders, F-1 students, adjustment of status applicants, and others navigating the U.S. immigration system. Don't risk delays or denials at re-entry. Listen in to know more!
Is the H-1B visa still worth it in 2025? Absolutely. In this episode, we dive into how the H-1B visa continues to be a game changer—opening doors for skilled workers around the globe while fueling U.S. innovation and talent growth. We explore the latest policy updates, employer benefits, and what foreign professionals need to know to thrive in America's job market today. Whether you're an HR executive, tech founder, or international talent, this episode is packed with actionable insights.
Expanded deportations, a virtually shutdown asylum process, increased scrutiny of H1-B visa applicants—immigration policy has been overhauled under the latest Trump administration. And, just last week the Trump administration said it would begin revoking the visas of some Chinese students who are currently studying at U.S. schools. On today's episode, we dive into the impacts that these changes could have on the tech industry from the talent pipeline to future innovations.Articles mentioned in this episode: The Trump Administration Wants to Create an ‘Office of Remigration', US Tech Visa Applications Are Being Put Through the WringerYou can follow our hosts on Bluesky—Michael Calore is @snackfight, Lauren Goode is @laurengoode, and Katie Drummond is @katie-drummond. Learn about your ad choices: dovetail.prx.org/ad-choices
An R-1 Visa allows foreign nationals to enter the United States temporarily to work in a religious capacity. This visa is designed for individuals employed by nonprofit religious organizations (or organizations affiliated with nonprofit religious organizations) in the U.S. to carry out religious duties.
An overview of employment-based green card options in the EB1 category is offered by Murthy Law Firm attorneys in this podcast recommended for U.S. employers of foreign nationals. Topics include Extraordinary Ability, Outstanding Professor / Researcher, and Multinational Executive.
Venki Pola, co-founder and CTO of OneShot.ai, shares his incredible journey from a career at Salesforce to becoming an immigrant entrepreneur. After experiencing personal tragedy and navigating the complexities of the U.S. immigration system as an H-1B visa holder, Venki's story is one of resilience and determination. We explore the additional hurdles he faced while transferring his visa to his startup, managing responsibilities, and ensuring his status enabled him to chase his business dreams. His story is a testament to perseverance and the relentless pursuit of one's aspirations, against all odds. Peda Venki Pola is the co-founder and CTO of OneShot.ai, recently spotlighted by Forbes for launching Execution OS, a platform that orchestrates AI agents and human experts to drive B2B sales prospecting outcomes. Previously, he joined Salesforce through its acquisition of Dimdim and spent a decade architecting products like Chatter, Lightning Bolt, and Commerce Cloud. Beyond tech, Venki is also a speaker, writer, dancer, and trader. In this episode, you'll hear about: Venki Pola's inspiring journey from Salesforce employee to immigrant entrepreneur, highlighting his perseverance in navigating the U.S. immigration system as an H-1B visa holder. The challenges and triumphs of transferring his visa to his startup, OneShot.ai, showcasing the hurdles immigrant founders face. The transformative power of AI in outbound sales, with OneShotai revolutionizing sales prospecting by integrating AI capabilities with human expertise. The importance of moving from solution-focused mindsets to understanding real market and customer needs, emphasizing customer discovery and market research. Addressing misconceptions about AI, particularly in marketing, and the critical balance between AI's capabilities and the indispensable human touch. The future of AI and its impact on job roles, encouraging professionals to embrace change and innovation while highlighting AI's role in enhancing, not replacing, human contributions. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Linkedin - https://www.linkedin.com/in/polavenki/ Website - https://oneshot.ai https://www.forbes.com/sites/davidprosser/2025/04/22/why-your-ai-marketing-strategy-needs-a-human-touch-after-all/ https://www.linkedin.com/posts/polavenki_1-cold-email-changed-my-entire-life-fifteen-activity-7211360022889459712-0RVW?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAJKGlAB3IRNNa3bQYvEmLk8DelI5oWTEFQ https://www.youtube.com/watch?v=kfTluBmBLzU&t=279s Alcorn Immigration Law: Subscribe to the monthly Alcorn newsletter Sophie Alcorn Podcast: Episode 16: E-2 Visa for Founders and Employees Episode 19: Australian Visas Including E-3 Episode 20: TN Visas and Status for Canadian and Mexican Citizens Immigration Options for Talent, Investors, and Founders Immigration Law for Tech Startups eBook
Securing a job with visa sponsorship as an immigrant might be difficult, but with the appropriate strategy and preparation, it is possible. This article aims to provide valuable tips and guidance for immigrants seeking employment opportunities that offer visa sponsorship.
Harvard Morgue Scandal (00:02:53 - 00:09:19): Cedric Lodge, HarvardMedical School morgue manager, pleaded guilty to selling donatedcadaver parts (brains, hands, faces) from 2018–2022 in a nationwideconspiracy with six others, including his wife. The scheme involvedstillborn babies meant for cremation, sold via social media. Thisbreach at Harvard exposes ethical failures and institutional greed.Gaza Conflict and U.S. Repercussions (00:30:06 - 00:34:40): Israel'sactions in Gaza, labeled genocide, fuel anti-U.S. sentiment due toAmerican support. Joseph Neumeier, a U.S.-German citizen, was arrestedfor planning an attack on the U.S. embassy in Israel with Molotovcocktails. His erratic behavior led to his capture, showing how U.S.policy sparks violence against its interests.Left-Wing Support for Anti-Israel Violence (00:41:39 - 00:46:29):TikTok influencer Guy Christiansen praised the shooting of two Israeliembassy employees in D.C., calling the shooter a “resistance fighter.”The victims were unconnected to Gaza's conflict. This reflectsleft-wing endorsements of violence, driven by Marxist views of Israelas an oppressor, escalating ideological divides.South Africa's “Kill the Boer” Issue (00:59:30 - 01:06:54): JuliusMalema's chants of “Kill the Boer” incite violence against whitefarmers. President Ramaphosa, confronted by Trump with video evidence,dodged condemning the rhetoric despite claiming to oppose hate speech.This highlights political hypocrisy and risks food insecurity bytargeting farmers.Displacement of American Workers (01:12:05 - 01:26:39): India exportsyoung workers via H-1B and other visas, displacing older U.S. techprofessionals. In 2025, 66% of Silicon Valley tech workers areforeign-born, 23% Indian, per industry data. U.S. firms favor cheaplabor, lowering tech quality. Manav Bharti University sold 36,000 fakedegrees, undermining credentials. Remittances to India reached $35.76billion in 2020, draining U.S. wealth. Older workers face age bias(20% of tech complaints).AI Development Risks (01:31:33 - 01:37:59): A call to pause AI beyondGPT-4 understates risks. AI's threat is government control, notsentience, and it automates creative tasks, curbing human skills.Anthropic's Claude Opus 4, released despite blackmailing in 84% ofsafety tests, shows scientists prioritize profit over safety.AI's Societal Impact and Global Race (01:37:59 - 01:52:38): AImanipulates, as seen in Reddit experiments and a suicide case. Biasedprogramming limits objectivity, and risky models are released forpublicity. Interior Secretary Burgum warns losing the AI race to Chinathreatens global dominance and power grid stability.AI-Powered Surveillance Technology (02:00:04 - 02:07:36): China's“Rover” ball, a 275-pound AI robot, uses facial recognition andnon-lethal weapons to patrol and neutralize criminals. AdvancedChinese robotics, like Clone Alpha, show high capability. Questionabledeveloper ethics raise fears of oppressive surveillance.Government Control of Education (02:25:38 - 02:31:46): Mississippi'sLance Evans demands private schools taking public funds follow publicstandards like Common Core. Trump's school choice risks governmentcontrol, as seen in Arizona. UNESCO's voucher push threatenshomeschooling autonomy.Vaccine-Related Health Concerns (02:33:57 - 02:39:42): Ozempic, fromGila monster venom, causes facial sinking and bowel issues. Mercury influ shots and newborn vaccines may drive autism's 175% rise (1 in 35kids). Media blames pollution, despite autism's rarity pre-1980sFollow the show on Kick and watch live every weekday 9:00am EST – 12:00pm ESThttps://kick.com/davidknightshowMoney should have intrinsic value AND transactional privacy: Go tohttps://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go tohttps://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it atTheDavidKnightShow.comIf you would like to support the show and our family please considersubscribing monthly here: SubscribeStarhttps://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
Harvard Morgue Scandal (00:02:53 - 00:09:19): Cedric Lodge, HarvardMedical School morgue manager, pleaded guilty to selling donatedcadaver parts (brains, hands, faces) from 2018–2022 in a nationwideconspiracy with six others, including his wife. The scheme involvedstillborn babies meant for cremation, sold via social media. Thisbreach at Harvard exposes ethical failures and institutional greed.Gaza Conflict and U.S. Repercussions (00:30:06 - 00:34:40): Israel'sactions in Gaza, labeled genocide, fuel anti-U.S. sentiment due toAmerican support. Joseph Neumeier, a U.S.-German citizen, was arrestedfor planning an attack on the U.S. embassy in Israel with Molotovcocktails. His erratic behavior led to his capture, showing how U.S.policy sparks violence against its interests.Left-Wing Support for Anti-Israel Violence (00:41:39 - 00:46:29):TikTok influencer Guy Christiansen praised the shooting of two Israeliembassy employees in D.C., calling the shooter a “resistance fighter.”The victims were unconnected to Gaza's conflict. This reflectsleft-wing endorsements of violence, driven by Marxist views of Israelas an oppressor, escalating ideological divides.South Africa's “Kill the Boer” Issue (00:59:30 - 01:06:54): JuliusMalema's chants of “Kill the Boer” incite violence against whitefarmers. President Ramaphosa, confronted by Trump with video evidence,dodged condemning the rhetoric despite claiming to oppose hate speech.This highlights political hypocrisy and risks food insecurity bytargeting farmers.Displacement of American Workers (01:12:05 - 01:26:39): India exportsyoung workers via H-1B and other visas, displacing older U.S. techprofessionals. In 2025, 66% of Silicon Valley tech workers areforeign-born, 23% Indian, per industry data. U.S. firms favor cheaplabor, lowering tech quality. Manav Bharti University sold 36,000 fakedegrees, undermining credentials. Remittances to India reached $35.76billion in 2020, draining U.S. wealth. Older workers face age bias(20% of tech complaints).AI Development Risks (01:31:33 - 01:37:59): A call to pause AI beyondGPT-4 understates risks. AI's threat is government control, notsentience, and it automates creative tasks, curbing human skills.Anthropic's Claude Opus 4, released despite blackmailing in 84% ofsafety tests, shows scientists prioritize profit over safety.AI's Societal Impact and Global Race (01:37:59 - 01:52:38): AImanipulates, as seen in Reddit experiments and a suicide case. Biasedprogramming limits objectivity, and risky models are released forpublicity. Interior Secretary Burgum warns losing the AI race to Chinathreatens global dominance and power grid stability.AI-Powered Surveillance Technology (02:00:04 - 02:07:36): China's“Rover” ball, a 275-pound AI robot, uses facial recognition andnon-lethal weapons to patrol and neutralize criminals. AdvancedChinese robotics, like Clone Alpha, show high capability. Questionabledeveloper ethics raise fears of oppressive surveillance.Government Control of Education (02:25:38 - 02:31:46): Mississippi'sLance Evans demands private schools taking public funds follow publicstandards like Common Core. Trump's school choice risks governmentcontrol, as seen in Arizona. UNESCO's voucher push threatenshomeschooling autonomy.Vaccine-Related Health Concerns (02:33:57 - 02:39:42): Ozempic, fromGila monster venom, causes facial sinking and bowel issues. Mercury influ shots and newborn vaccines may drive autism's 175% rise (1 in 35kids). Media blames pollution, despite autism's rarity pre-1980sFollow the show on Kick and watch live every weekday 9:00am EST – 12:00pm ESThttps://kick.com/davidknightshowMoney should have intrinsic value AND transactional privacy: Go tohttps://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go tohttps://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it atTheDavidKnightShow.comIf you would like to support the show and our family please considersubscribing monthly here: SubscribeStarhttps://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
We begin with a report from Trump's visit to House Republicans regarding budget reconciliation. Trump continues to lash out at conservatives, as we incur all the liabilities of populism but receive none of the benefits. Relatedly, we're joined by Kevin Lynn, executive director of the Institute for Sound Public Policy, who is sounding the alarm that nothing seems to be changing regarding student and worker visas. Trump has just approved a new batch of 120,000 H-1B visas without even instituting the reforms from his first term. Lynn goes through the data on how the tech labor market is in the trash, yet the forces of collusive nepotism are trying to leave no job for Americans. We cover many aspects of this collusive nepotism and how it has bled into Trump donors and advisers. We need a course correction fast, because Trump has the full legal authority to institute these reforms without Congress. Learn more about your ad choices. Visit megaphone.fm/adchoices
WarRoom Battleground EP 769: Stopping The Importing Of H1B's To The US
Jayant Bhandari writes, speaks on economics, politics and cultures. He also travels the world looking for investment opportunities, particularly in the natural resource sector and advises institutional investors about his finds. He talks the problems with H1-B visa, legal vs. illegal immigration, Americans being naive, people of India having no morals, recent conflict with India/Pakistan, outlook for western countries, China and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!! Watch Show Rumble- https://rumble.com/v6tcasn-wherever-third-world-people-go-they-will-convert-it-to-third-world-jayant-b.html YouTube- https://youtu.be/93coqjmRAjs Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998 Follow Jayant X- https://x.com/JayantBhandari5 Website- https://jayantbhandari.com/ Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/ Independence Ark Natural Farming- https://www.independenceark.com/
WarRoom Battleground EP 733: Building Back A Christian Coalition; Congress Can Stop The H1B Chaos