Podcasts about China

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    Latest podcast episodes about China

    Mark Levin Podcast
    7/16/25 - Con Men and Influencers: Levin Unmasks the Grifters in Politics

    Mark Levin Podcast

    Play Episode Listen Later Jul 17, 2025 113:06


    On Wednesday's Mark Levin Show, we have a lot of fake MAGA conmen influencers trying to exploit the Jeffrey Epstein matter for financial gain through clicks and subscriptions. These conmen have spread false predictions about the Iran-Israel conflict, such as World War III involvement by China and Russia, and for aligning with dictators while opposing U.S. interests. The left-wing media love these conmen because they think they can damage President Trump over Epstein. This mix of Marxist Islamists and isolation conmen is very dangerous - even Trump isn't good enough for them. You stand with Trump, or you don't. Also, an entire staff at a hospital in Suwayda, Syria, was slaughtered by Islamist terrorists. The Druze, an Arab minority sect, are being attacked by terrorist groups backed by the Syrian military, and only Israel and the IDF are intervening by entering Syria to defend them through attacks on terrorists and Syrian forces. Later, Zohran Mamdani is an anti-Semite, racist, and Islamist Marxist who refuses to denounce the Global Intifada slogan promoting terrorism, wants to tax white neighborhoods more, and seeks to seize private property. His ​ideology ​is ​that ​of ​Lenin, ​Mao, ​Stalin ​and ​Castro but there are Democrats like AOC and Sen Bernie Sander who back him anyway. Afterward, Gov Greg Abbott, with support from Trump and the DOJ, has called a special session in Texas to redraw congressional districts after findings of illegal gerrymandering. This could net Republicans up to five additional House seats. Democrats, led by Hakeem Jeffries, are in panic mode, planning a walkout to deny quorum—similar to their failed 2021 effort—but Republicans are prepared to counter with arrests, fines, or seat vacancies. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    The John Batchelor Show
    SHOW SCHEDULE 7-16-2025 THE SHOW OPENS IN CANADA, ASKING IF CHINA IS REPLACING THE US AS A TRADE AND SECURITY PARTNER...

    The John Batchelor Show

    Play Episode Listen Later Jul 17, 2025 8:09


    SHOW SCHEDULE 7-16-2025 THE SHOW OPENS IN CANADA, ASKING IF CHINA IS REPLACING THE US AS A TRADE AND SECURITY PARTNER... 1950 ONTARIO CBS EYE ON THE WORLD WITH JOHN BATCHELOR FIRST HOUR 9:00-9:15 CANADA AND CHINA. Charles Burton @GORDONGCHANG, Gatestone, Newsweek, The Hill. 9:15-9:30 CANADA AND CHINA. Charles Burton @GORDONGCHANG, Gatestone, Newsweek, The Hill, continued. 9:30-9:45 SYRIA AND THE IAF. Ahmad Sharawi, Bill Roggio. 9:45-10:00 SYRIA AND THE IAF. Ahmad Sharawi, Bill Roggio, continued. SECOND HOUR 10:00-10:15 PRC AND DEFLATION. Andrew Collier, @GORDONGCHANG, Gatestone, Newsweek, The Hill. 10:15-10:30 PRC AND FAKERY. Blaine Holt @GORDONGCHANG, Gatestone, Newsweek, The Hill. 10:30-10:45 UKRAINE AND DC. Rebecca Grant @GORDONGCHANG, Gatestone, Newsweek, The Hill. 10:45-11:00 BUCKLEY AND THE BOSTON PHONE BOOK. Peter Berkowitz. THIRD HOUR 11:00-11:15 RUSSIA AND FROZEN ASSETS. Michael Bernstam. 11:15-11:30 WALL STREET AND FIREFLY. Douglas Messier, David Livingston. 11:30-11:45 CONSTITUTION AND DISCONTENTS. Bradford Wilson.11:45-12:00 CONSTITUTION AND DISCONTENTS. Bradford Wilson, continued. FOURTH HOUR 12:00-12:15 COPPER. Simon Constable. 12:15-12:30 UK TAXES AND INFLATION. Simon Constable, continued. 12:30-12:45 AXIOM AND SPACEX. Bob Zimmerman. 12:45-1:00 AM GRAVITY AND BLACK HOLES. Bob Zimmerman, continued.

    The Indicator from Planet Money
    The story of China and Hollywood's big-screen romance

    The Indicator from Planet Money

    Play Episode Listen Later Jul 16, 2025 9:30


    No country can come close to the amount of money Americans spend at the box office each year ... that is, until China came along. The US and Chinese film industries have a long intertwined history, with shifting power dynamics. Today on the show, we continue our week-long look at the movie business as we explore the on-and-off romance between Hollywood and China's film industries. Related episodes:Why aren't filmmakers shooting in LA? (Apple / Spotify)Before La La Land there was Fort Lee, New Jersey (Apple / Spotify)For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org.Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

    Bill O’Reilly’s No Spin News and Analysis
    America's Relationship with Putin, Deportation Update, Immigration Attorney Michael Wildes on the Inner Workings of Migrant Cases & NBC News vs. DHS 

    Bill O’Reilly’s No Spin News and Analysis

    Play Episode Listen Later Jul 16, 2025 41:06


    Tonight's rundown: Hey BillOReilly.com Premium and Concierge Members, welcome to the No Spin News for Tuesday, July 15, 2025. Stand Up for Your Country.  Talking Points Memo: Bill explains that Russia and China are the two most important stories Americans should be following right now. An update on the number of deportations since Donald Trump took office. Englewood Mayor and immigration lawyer Michael Wildes joins the No Spin News to opine on a green card holder denied U.S. re-entry after visiting Canada, and what can be done to address the issue. Bill looks into the controversy surrounding the Department of Homeland Security's response to NBC News' report that ICE detainees are starving. The truth about the current inflation rate. Final Thought: Neil Diamond's surprise performance. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Consider This from NPR
    Tariffs are a tax. Are you already paying it?

    Consider This from NPR

    Play Episode Listen Later Jul 16, 2025 10:02


    It's been over three months since President Trump announced very big across-the-board tariffs on imports from nearly every territory on Earth–including uninhabited islands. It's a move he said would revitalize the U.S. economy.Since that splashy White House announcement, the tariff rates have been a wildly moving target. Ratcheted up - then back down - on China, specifically.Overlaid with global product-specific tariffs on categories like automobiles and copper. Partially paused after the stock market tanked.Through it all, the tariff rate has remained at or well-above 10 percent on nearly every good imported to the U.S. And if you've listened to NPR's reporting since April, you'll have heard many voices make one particular prediction over and over again – that American consumers will pay the price.If American consumers are going to pay for the tariffs, the question is: when ? For sponsor-free episodes of Consider This, sign up for Consider This+ via Apple Podcasts or at plus.npr.org.Email us at considerthis@npr.org.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

    The John Batchelor Show
    CANADA: AND CHINA. CHARLES BURTON @GORDONGCHANG, GATESTONE, NEWSWEEK, THE HILL CONTINUED

    The John Batchelor Show

    Play Episode Listen Later Jul 16, 2025 5:10


    CANADA: AND CHINA.   CHARLES BURTON @GORDONGCHANG, GATESTONE, NEWSWEEK, THE HILL  CONTINUED 1890 GREELAND

    The John Batchelor Show
    PREVIEW: CANADA AND PRC: Colleague Charles Burton comments on the Canadian case presented by scholars that Ottawa should back away from the US and turn trade and relations toward China. More to come.

    The John Batchelor Show

    Play Episode Listen Later Jul 16, 2025 1:31


    PREVIEW: CANADA AND PRC: Colleague Charles Burton comments on the Canadian case presented by scholars that Ottawa should back away from the US and turn trade and relations toward China. More to come. 1937

    The John Batchelor Show
    CANADA: AND CHINA. CHARLES BURTON @GORDONGCHANG, GATESTONE, NEWSWEEK, THE HILL

    The John Batchelor Show

    Play Episode Listen Later Jul 16, 2025 12:40


    CANADA: AND CHINA. CHARLES BURTON @GORDONGCHANG, GATESTONE, NEWSWEEK, THE HILL 1874 GREENLAND

    Rich Zeoli
    Energy & Innovation Summit: “Yesterday was a Great Day for America”

    Rich Zeoli

    Play Episode Listen Later Jul 16, 2025 40:12


    The Rich Zeoli Show- Hour 4: 6:05pm- Doug Kelly—CEO of American Edge Project—joins The Rich Zeoli Show to discuss yesterday's Pennsylvania Energy & Innovation Summit. Kelly explains why the $92 billion investment in technological innovation was necessary to combat China's attempt to dominate artificial intelligence. “Yesterday was a great day for America.” 6:30pm- While speaking to the press on Wednesday, President Donald Trump said that people claiming his administration is preventing the release of Jeffrey Epstein files are being “foolish.”

    Rich Zeoli
    Gavin Newsom LOVES the Second Amendment + China Unveils "The Rizzbot"

    Rich Zeoli

    Play Episode Listen Later Jul 16, 2025 48:27


    The Rich Zeoli Show- Hour 3: 5:05pm- According to new polling, Republican candidate for Governor of New Jersey Jack Ciattarelli trails Democratic candidate Mikie Sherril by only 5-points! 5:10pm- In February, New Jersey Governor Phil Murphy bragged to an audience about shielding an undocumented migrant from deportation by allowing her to live in his home. Acting U.S. Attorney for the District of New Jersey Alina Habba is now investigating Murphy over those comments. 5:20pm- Governor Gavin Newsom (D-CA) has announced that he is conducting an independent investigation into Gavin Newsom's response to COVID-19. The investigation will definitely be objective, right? Plus, Newsom now insists he LOVES the Second Amendment! 5:30pm- Chinese-based Unitree Robotics has brought “The Rizzbot” to Los Angeles, California. The Rizzbot is a gay humanoid robot that stands 4 feet tall and weighs 77 pounds. 5:40pm- Several reports have suggested that President Donald Trump plans to fire Federal Reserve Chair Jerome Powell. Though, while speaking with the press on Wednesday, Trump denied the rumors.

    The Wright Report
    16 JULY 2025: Trump Wants Epstein Documents // Good News: Mineral Wars, Tariff Wars, Energy Production, Inflation // Global News: Bombing Moscow, Killing Druze, and Saving Women in Norway With Breast Cancer

    The Wright Report

    Play Episode Listen Later Jul 16, 2025 29:21


    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. Epstein Case Reignites as Trump Calls for Transparency President Trump reverses course and says credible Epstein files should be released. This comes amid new analysis showing missing jail footage from the night Epstein died, raising fresh suspicions about foul play. House Democrats demand full disclosure, while Bryan calls out AG Pam Bondi for mishandling the case. Trump's Economic Agenda Delivers Wins on Minerals, Trade, and Energy The Pentagon and private firms like Apple ramp up investment in U.S. rare earth minerals to cut dependence on China. Trump signs a new trade deal with Indonesia requiring $20 billion in U.S. imports and cooperation to stop Chinese transshipment. Meanwhile, tech giants pledge $56 billion for new AI centers in Pennsylvania, driving demand for nuclear, hydro, and grid expansion. Inflation Holds at 2.7% Amid Questions Over Federal Data Accuracy June's CPI report shows mild inflation, suggesting tariffs aren't yet hitting consumers. But 35% of prices were estimated, not observed. Fueling concerns the Fed may be basing decisions on faulty data. Bryan warns this could keep interest rates unnecessarily high. Trump Tactics with Russia: Escalate to De-Escalate Trump reportedly encouraged Ukraine to consider striking Moscow to push Putin toward a ceasefire. Though he walked it back publicly, Bryan explains this could be a calculated bluff to pressure the Kremlin as the 50-day ceasefire deadline nears. Syrian Massacre Tests Trump and U.S. Intelligence Syrian troops allied with radical Sunni tribes slaughter over 160 Druze civilians, contradicting assurances that President al-Sharaa was a reformed Islamic leader. Israel launched airstrikes to halt the killings, but Trump asks them to hold off. Bryan questions whether U.S. intel got it wrong—or if al-Sharaa has lost control. Anti-Nausea Drug May Cut Breast Cancer Deaths A Norwegian study finds aprepitant, a common nausea medication, reduces cancer relapse and mortality, especially in aggressive triple-negative cases. Researchers are unsure why, but the drug shows potential as a powerful new ally in chemo treatment. "And you shall know the truth, and the truth shall make you free." – John 8:32

    Ones Ready
    Ops Brief 076: Daily Drop - 16 July 2025 ($300M Barracks, Broken Drones, and Busted Tankers)

    Ones Ready

    Play Episode Listen Later Jul 16, 2025 15:34


    Send us a textHope you packed your sense of humor and a fire extinguisher—because this episode scorches everything from overpriced moldy barracks in Guam to the Pentagon ghosting Aspen like it's a bad Tinder date. Jared runs down the biggest WTFs across the Department of Defense with a tactical blend of sarcasm and salt. We're talking billions for broken plumbing, drones that can't hang in Alaska, the F-35 backlog (finally) clearing, and a KC-46 that decided midair was the perfect time for a wardrobe malfunction. Plus, the Air Force tries fashion policing again (no more eyelash extensions, folks), Space Force dreams of relevancy, and China continues its “quantity over quality” military glow-up. Also, Nashville OTS is coming—bring your snorkel and your ruck.

    Thoughts on the Market
    The End of the U.S. Dollar's Bull Run?

    Thoughts on the Market

    Play Episode Listen Later Jul 16, 2025 12:49


    Our analysts Paul Walsh, James Lord and Marina Zavolock discuss the dollar's decline, the strength of the euro, and the mixed impact on European equities.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Markets. I'm Paul Walsh, Morgan Stanley's Head of European Product. And today we're discussing the weakness we've seen year-to-date in the U.S. dollar and what this means for the European stock market.It's Tuesday, July the 15th at 3:00 PM in London.I'm delighted to be joined by my colleagues, Marina Zavolock, Morgan Stanley's Chief European Equity Strategist, and James Lord, Morgan Stanley's Chief Global FX Strategist.James, I'm going to start with you because I think we've got a really differentiated view here on the U.S. dollar. And I think when we started the year, the bearish view that we had as a house on the U.S. dollar, I don't think many would've agreed with, frankly. And yet here we are today, and we've seen the U.S. dollar weakness proliferating so far this year – but actually it's more than that.When I listen to your view and the team's view, it sounds like we've got a much more structurally bearish outlook on the U.S. dollar from here, which has got some tenure. So, I don't want to steal your thunder, but why don't you tell us, kind of frame the debate, for us around the U.S. dollar and what you're thinking.James Lord: So, at the beginning of the year, you're right. The consensus was that, you know, the election of Donald Trump was going to deliver another period of what people have called U.S. exceptionalism.Paul Walsh: Yeah.James Lord: And with that it would've been outperformance of U.S. equities, outperformance of U.S. growth, continued capital inflows into the United States and outperformance of the U.S. dollar.At the time we had a slightly different view. I mean, with the help of the economics team, we took the other side of that debate largely on the assumption that actually U.S. growth was quite likely to slow through 2025, and probably into 2026 as well – on the back of restrictions on immigration, lack of fiscal stimulus. And, increasingly as trade tariffs were going to be implemented…Paul Walsh: Yeah. Tariffs, of course…James Lord: That was going to be something that weighed on growth.So that was how we set out the beginning of the year. And as the year has progressed, the story has evolved. Like some of the other things that have happened, around just the extent to which tariff uncertainty has escalated. The section 899 debate.Paul Walsh: Yeah.James Lord: Some of the softness in the data and just the huge amounts of uncertainty that surrounds U.S. policymaking in general has accelerated the decline in the U.S. dollar. So, we do think that this has got further to go. I mean, the targets that we set at the beginning of the year, we kind of already met them. But when we published our midyear outlook, we extended the target.So, we may even have to go towards the bull case target of euro-dollar of 130.Paul Walsh: Mm-hmm.James Lord: But as the U.S. data slows and the Fed debate really kicks off where at Morgan Stanley U.S. Economics research is expecting the Fed to ultimately cut to 2.5 percent...Paul Walsh: Yeah.Lord: That's really going to really weigh on the dollar as well. And this comes on the back of a 15-year bull market for the dollar.Paul Walsh: That's right.James Lord: From 2010 all the way through to the end of last year, the dollar has been on a tear.Paul Walsh: On a structural bull run.James Lord: Absolutely. And was at the upper end of that long-term historical range. And the U.S. has got 4 percent GDP current account deficit in a slowing growth environment. It's going to be tough for the dollar to keep going up. And so, we think we're sort of not in the early stages, maybe sort of halfway through this dollar decline. But it's a huge change compared to what we've been used to. So, it's going to have big implications for macro, for companies, for all sorts of people.Paul Walsh: Yeah. And I think that last point you make is absolutely critical in terms of the implications for corporates in particular, Marina, because that's what we spend every hour of every working day thinking about. And yes, currency's been on the radar, I get that. But I think this structural dynamic that James alludes to perhaps is not really conventional wisdom still, when I think about the sector analysts and how clients are thinking about the outlook for the U.S. dollar.But the good news is that you've obviously done detailed work in collaboration with the floor to understand the complexities of how this bearish dollar view is percolating across the different stocks and sectors. So, I wondered if you could walk us through what your observations are and what your conclusions are having done the work.Marina Zavolock: First of all, I just want to acknowledge that what you just said there. My background is emerging markets and coming into covering Europe about a year and a half ago, I've been surprised, especially amid the really big, you know, shift that we're seeing that James was highlighting – how FX has been kind of this secondary consideration. In the process of doing this work, I realized that analysts all look at FX in different way. Investors all look at FX in different way. And in …Paul Walsh: So do corporates.Marina Zavolock: Yeah, corporates all look at FX in different way. We've looked a lot at that. Having that EM background where we used to think about FX as much as we thought about equities, it was as fundamental to the story...Paul Walsh: And to be clear, that's because of the volatility…Marina Zavolock: Exactly, which we're now seeing now coming into, you know, global markets effectively with the dollar moves that we've had. What we've done is created or attempted to create a framework for assessing FX exposure by stock, the level of FX mismatches, the types of FX mismatches and the various types of hedging policies that you have for those – particularly you have hedging for transactional FX mismatches.Paul Walsh: Mm-hmm.Marina Zavolock: And we've looked at this from stock level, sector level, aggregating the stock level data and country level. And basically, overall, some of the key conclusions are that the list of stocks that benefit from Euro strength that we've identified, which is actually a small pocket of the European index. That group of stocks that actually benefits from euro strength has been strongly outperforming the European index, especially year-to-date.Paul Walsh: Mm-hmm.Marina Zavolock: And just every day it's kind of keeps breaking on a relative basis to new highs. Given the backdrop of James' view there, we expect that to continue. On the other hand, you have even more exposure within the European index of companies that are being hit basically with earnings, downgrades in local currency terms. That into this earning season in particular, we expect that to continue to be a risk for local currency earnings.Paul Walsh: Mm-hmm.Marina Zavolock: The stocks that are most negatively impacted, they tend to have a lot of dollar exposure or EM exposure where you have pockets of currency weakness as well. So overall what we found through our analysis is that more than half of the European index is negatively exposed to this euro and other local currency strength. The sectors that are positively exposed is a minority of the index. So about 30 percent is either materially or positively exposed to the euro and other local currency strength. And sectors within that in particular that stand out positively exposed utilities, real estate banks. And the companies in this bucket, which we spend a lot of time identifying, they are strongly outperforming the index.They're breaking to new highs almost on a daily basis relative to the index. And I think that's going to continue into earning season because that's going to be one of the standouts positively, amid probably a lot of downgrades for companies who have translational exposure to the U.S. or EM.Paul Walsh: And so, let's take that one step further, Marina, because obviously hedging is an important part of the process for companies. And as we've heard from James, of a 15-year bull run for dollar strength. And so most companies would've been hedging, you know, dollar strength to be fair where they've got mismatches. But what are your observations having looked at the hedging side of the equation?Marina Zavolock: Yeah, so let me start with FX mismatches. So, we find that about half of the European index is exposed to some level of FX mismatches.Paul Walsh: Mm-hmm.Marina Zavolock: So, you have intra-European currency mismatches. You have companies sourcing goods in Asia or China and shipping them to Europe. So, it's actually a favorable FX mismatch. And then as far as hedging, the type of hedging that tends to happen for companies is related to transactional mismatches. So, these are cost revenue, balance sheet mismatches; cashflow distribution type mismatches. So, they're more the types of mismatches that could create risk rather than translational mismatches, which are – they're just going to happen.Paul Walsh: Yeah.Marina Zavolock: And one of the most interesting aspects of our report is that we found that companies that have advanced hedging, FX hedging programs, they first of all, they tend to outperform, when you compare them to companies with limited or no hedging, despite having transactional mismatches. And secondly, they tend to have lower share price volatility as well, particularly versus the companies with no hedging, which have the most share price volatility.So, the analysis, generally, in Europe of this most, the most probably diversified region globally, is that FX hedging actually does generate alpha and contributes to relative performance.Paul Walsh: Let's connect the two a little bit here now, James, because obviously as companies start to recalibrate for a world where dollar weakness might proliferate for longer, those hedging strategies are going to have to change.So just any kind of insights you can give us from that perspective. And maybe implications across currency markets as a result of how those behavioral changes might play out, I think would be very interesting for our listeners.James Lord: Yeah, I think one thing that companies can do is change some of the tactics around how they implement the hedges. So, this can revolve around both the timing and also the full extent of the hedge ratios that they have. I mean, some companies who are – in our conversations with them when they're talking about their hedging policy, they may have a range. Maybe they don't hedge a 100 percent of the risk that they're trying to hedge. They might have to do something between 80 and a hundred percent. So, you can, you can adjust your hedge ratios…Paul Walsh: Adjust the balances a bit.James Lord: Yeah. And you can delay the timing of them as well.The other side of it is just deciding like exactly what kind of instrument to use to hedge as well. I mean, you can hedge just using pure spot markets. You can use forward markets and currencies. You can implement different types of options, strategies.And I think this was some of the information that we were trying to glean from the survey was this question that Marina was asking about. Do you have a limited or advanced hedging program? Typically, we would find that corporates that have advanced programs might be using more options-based strategies, for example. And you know, one of the pieces of analysis in the report that my colleague Dave Adams did was really looking at the effectiveness of different strategies depending on the market environment that we're in.So, are we in a sort of risk-averse market environment, high vol environment? Different types of strategies work for different types of market environments. So, I would encourage all corporates that are thinking about implementing some kind of hedging strategy to have a look at that document because it provides a lot of information about the different ways you can implement your hedges. And some are much more cost effective than others.Paul Walsh: Marina, last thought from you?Marina Zavolock: I just want to say overall for Europe there is this kind of story about Europe has no growth, which we've heard for many years, and it's sort of true. It is true in local currency terms. So European earnings growth now on consensus estimates for this year is approaching one percent; it's close to 1 percent. On the back of the moves we've already seen in FX, we're probably going to go negative by the time this earning season is over in local currency terms. But based on our analysis, that is primarily impacted by translation.So, it is just because Europe has a lot of exposure to the U.S., it has some EM exposure. So, I would just really emphasize here that for investors; so, investors, many of which don't hedge FX, when you're comparing Europe growth to the U.S., it's probably better to look in dollar terms or at least in constant currency terms. And in dollar terms, European earnings growth at this point are 7.6 percent in dollar terms. That's giving Europe the benefit for the euro exposure that it has in other local currencies.So, I think these things, as FX starts to be front of mind for investors more and more, these things will become more common focus points. But right now, a lot of investors just compare local currency earnings growth.Paul Walsh: So, this is not a straightforward topic, and we obviously think this is a very important theme moving through the balance of this year. But clearly, you're going to see some immediate impact moving through the next quarter of earnings.Marina and James, thanks as always for helping us make some sense of it all.James Lord: Thanks, Paul.Marina Zavolock: Thank you.Paul Walsh: And to our listeners out there, thank you as always for tuning in.If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

    WSJ Tech News Briefing
    TNB Tech Minute: ASML Shares Dip as Tariff Uncertainty Prompts Growth Warning

    WSJ Tech News Briefing

    Play Episode Listen Later Jul 16, 2025 2:39


    Plus: Nvidia's CEO praises China's technology after Trump allows the chip-maker to resume selling its chips to China. Alibaba-backed Chinese AI startup files for Hong Kong IPO. Ariana Aspuru hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

    FLF, LLC
    MacArthur's Shortest Exposition Ever (Heb. 13:3)│My Uncle Tackled Johnny Mac (Prison Pulpit #39) [China Compass]

    FLF, LLC

    Play Episode Listen Later Jul 16, 2025 29:43


    I'm your China travel guide, Missionary Ben, recording today in the little Thai town of Betong, on the border with Malaysia. Follow and/or message me on Twitter/X (@chinaadventures) where I post (among other things) daily reminders to pray for China.You can also email me @ bfwesten at gmail dot com. Lastly, to learn more about our ministry endeavors or get one of my missionary biographies, visit PrayGiveGo.us! Why did I begin this weekly Prison Pulpit series? To remind us all to pray for persecuted pastors and believers (such as Pastor Wang Yi) as Hebrews 13:3 teaches us to do (“as bound with them”), by sharing from his own published writings in China, as well as more prison stories and sermons from others like the late Richard Wurmbrand. Here’s my humble attempt at expositing Hebrews 13:3: https://chinacall.substack.com/p/remember-my-chains But today it dawned on me that there was an opportunity to honor John MacArthur and keep mostly to the topic of this mid-week podcast, reminding us to pray for the persecuted church. Before sharing the John MacArthur preaching clip from 1973 on Hebrews 13:3, I briefly talk about the following topics… My first MacArthur memory: Scary Nursing Home Book Stand My best MacArthur memory: Titus exposition (via mp3) from Istanbul to Sophia, Bulgaria My only visit to Grace Community Church: Random Tuesday in 2012 My favorite MacArthur sermon: https://www.gty.org/sermons/GTY104/the-tale-of-two-sons My closest connection to John MacArthur: My late Uncle Jack Read the written version of today’s podcast on my Substack: https://chinacall.substack.com/p/macarthurs-shortest-exposition-ever Follow China Compass Follow or subscribe to China Compass on whichever platform you use. You can also send any questions or comments on X: @chinaadventures or via email (bfwesten at gmail dot com). Hebrews 13:3!

    Techmeme Ride Home
    Wed. 07/16 – Jensen Gets Bullish

    Techmeme Ride Home

    Play Episode Listen Later Jul 16, 2025 17:14


    Jensen is feeling his oats after the reprieve on China, spilling lots of tea about where he see the AI industry. OpenAI is going after the office and also the storefront, with interesting new integrations. Why is it so hard to create LLM's in other languages? And a first person account of what its like to work at OpenAI, the culture, the pressure, etc.Links:Nvidia Boss Expects US to Move Fast on First H20 China Licenses (Bloomberg)OpenAI Preps ChatGPT Agents in Challenge to Microsoft Excel and PowerPoint (The Information)OpenAI to take cut of ChatGPT shopping sales in hunt for revenues (Financial Times)Fed up with ChatGPT, Latin America is building its own (Rest Of World)Reflections on OpenAI (Calvin French-Owen)Raiders, Rulers, and Traders: The Horse and the Rise of EmpiresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    The Outlaw Ocean
    S2 E7: The unspoken cost of seafood (China Pt. 2)

    The Outlaw Ocean

    Play Episode Listen Later Jul 16, 2025 42:35


    Spread across the Earth's oceans, the Chinese distant-water fishing fleet is the single largest armada in human history. This three-part series is an unprecedented investigation into their secretive fishing practices. The fleet is so gargantuan that even the Chinese government can't account for all its vessels. We do know it has hauled in more than 35 billion dollars worth of catch per year and has sold it across the globe — and yet, almost nothing was known about its practices. That is, until The Outlaw Ocean team started asking questions, and eventually managed to climb aboard a dozen Chinese vessels to investigate.Episode highlights: Nowhere is more difficult to report than China, and seafood is an unusually tough product to investigate. Host Ian Urbina explains the various reporting methods his team needed to employ over the course of four years to track how seafood gets from bait to plate.Right at the heart of this secretive supply chain, the team finds forced Uyghur labour, with the cascading effects of family separation, relocation and a plummeting birth rate. The international community has scrutinized China's human rights abuses against this predominantly Muslim ethnic minority, and specific laws were set up to protect them from exploitation – but the Uyghur people's role in seafood production was totally off the radar. In total, we identified forced Uyghur labour tied to seafood imported to more than twenty countries, including the U.S. and Canada. Urbina reflects on the many costs hidden along this complex supply chain, and the larger question: how have we allowed the seafood we eat to be so thoroughly co-mingled with environmental and human rights abuses? What is the true cost of the low prices we see on our seafood? And who's really paying for it?

    The Audio Long Read
    From the archive: The sludge king: how one man turned an industrial wasteland into his own El Dorado

    The Audio Long Read

    Play Episode Listen Later Jul 16, 2025 50:53


    We are raiding the Guardian long read archives to bring you some classic pieces from years past, with new introductions from the authors. This week, from 2022: When a Romanian businessman returned to his hometown and found a city blighted by mining waste, he hatched a plan to restore it to its former glory. He became a local hero, but now prosecutors accuse of him a running a multimillion dollar fraud By Alexander Clapp. Read by Simon Darwen. Help support our independent journalism at theguardian.com/longreadpod

    The East is a Podcast
    The ruins of imperialism w/ Kit Klarenberg and Alexander Mckay

    The East is a Podcast

    Play Episode Listen Later Jul 16, 2025 78:41


    **I put the concluding 20 mins of the conversation behind the paywall on audio. If you want to listen to the entire episode, sign up for Patreon for less than $2 a month or watch it on our YouTube channel (linked below)** **Note: I managed-yet again-to mess up my audio settings at the last minute before we started recording resulting in me sounding blown out. Apologies!** Returning guest Alexander Mckay and Kit Klarenberg, co-hosts of the Decline and Fall, discuss the deepening crisis Western imperialism faces as it wages proxy wars against Iran and Russia simultaneously and economic war against China. Watch the video edition on The East is a Podcast YouTube channel Consider supporting the show www.patreon.com/east_podcast

    The News & Why It Matters
    Could We See Senator Adam Schiff Face Prison Time? | 7/15/25

    The News & Why It Matters

    Play Episode Listen Later Jul 15, 2025 49:55


    On this episode of “Sara Gonzales Unfiltered,” President Donald Trump made an interesting post on Truth Social claiming that Senator Adam Schiff (D-Calif.) is guilty of mortgage fraud. Will we ever see accountability? Next, Trump lessens our dependence on China by securing rare earth mineral deals from American companies. Finally, Trump might be loosening up on releasing more Epstein files.   Today's Guests: Sara is joined by BlazeTV contributor Matthew Marsden and founder of Rippaverse Comics Eric July.   Today's Sponsors:   Qualia Life Sciences: Experience the science of feeling younger! Go to http://www.qualialife.com/UNFILTERED for up to 50% off your purchase, and use code UNFILTERED for an additional 15% off.   The CBDistillery: For a limited time, you can save 25% off your entire purchase. Visit http://www.cbdistillery.com and use promo code SARA.   Fatty15: Fatty15 is on a mission to optimize your C15 levels to help support your long-term health and wellness. You can get an additional 15% off their 90-day subscription starter kit by going to http://www.fatty15.com/SARA and using code SARA at checkout. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Masters of Scale
    Trump's chilling effect on big business, with Harvard Business Review's Adi Ignatius

    Masters of Scale

    Play Episode Listen Later Jul 15, 2025 38:05


    After 16 years as Editor-in-Chief of Harvard Business Review, Adi Ignatius is handing the role over to a new leader, and he joins Rapid Response for a more-than-an-exit interview. A longtime friend and colleague of host Bob Safian, Ignatius shares some of the most critical lessons he's learned in decades of covering business and leadership, as well as dissecting the most hot button issues today — from Elon Musk's conflicting priorities, to AI's impact on media, and what Americans most misunderstand about China. Plus, Ignatius takes us inside Harvard's response to Trump's attacks, and why such stories are leaving business leaders in fear of speaking out against the government. Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    WSJ What’s News
    Nvidia to Resume AI Chip Sales to China

    WSJ What’s News

    Play Episode Listen Later Jul 15, 2025 13:31


    A.M. Edition for July 15. Nvidia says it's received assurances it can sell its H20 AI chips in China, days after CEO Jensen Huang met President Trump. Beijing bureau chief Jonathan Cheng breaks down how the announcement could tie into broader U.S.-China trade talks. Plus, bank earnings and fresh inflation data are poised to give investors dual snapshots of the state of the economy. And WSJ's Jack Pitcher explains that while the U.S. dollar's continued weakness is bad news for American travelers this summer, it's not the worst thing for U.S. companies this earnings season. Luke Vargas hosts.  Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Motley Fool Money
    Bold Earning Season Predictions

    Motley Fool Money

    Play Episode Listen Later Jul 15, 2025 21:27


    Get excited…today is the first day of earnings season! (00:21) Anand Chokkavelu, Emily Flippen, Jason Hall, and Jose Najarro discuss: - Inflation ticks up - NVIDIA and semiconductors get a China bump - The big banks kick off earnings season (and tell us about the economy) - Is “Crypto Week” a thing? - Bold predictions on which company will surprise this earnings season Companies discussed: NVDA, AMD, JPM, WFC, C, Bitcoin, ETSY, CFLT, WBD Host: Anand Chokkavelu Guests: Emily Flippen, Jason Hall, Jose Najarro Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Rich Zeoli
    Breaking News: 3-Minutes Were Cut Out of the Epstein Prison Video

    Rich Zeoli

    Play Episode Listen Later Jul 15, 2025 45:27


    The Rich Zeoli Show- Hour 3: 5:05pm- Stacy Garrity—Pennsylvania Treasurer—joins The Rich Zeoli Show from the inaugural Pennsylvania Energy and Innovation Summit from Carnegie Mellon University in Pittsburgh, PA. Plus, could she be running for Governor of Pennsylvania? 5:30pm- Breaking News: According to a report from Wired, nearly 3-minutes of the FBI's Jeffrey Epstein prison video was removed before being released to the public. Last week, Attorney General Pam Bondi told the press only 1-minute was missing—blaming a recording error. You can read more here: https://www.wired.com/story/the-fbis-jeffrey-epstein-prison-video-had-nearly-3-minutes-cut-out/. 5:45pm- Thar Casey—CEO of AmberSemi—joins The Rich Zeoli Show to discuss his participation in today's Pennsylvania Energy & Innovation Summit and potential solutions to the artificial intelligence energy challenge. Will the United States beat China in the A.I. race? He explains: “This should absolutely be bipartisan”—we can't lose this race!

    Rich Zeoli
    Rich is LIVE from the PA Energy & Innovation Summit!

    Rich Zeoli

    Play Episode Listen Later Jul 15, 2025 175:22


    The Rich Zeoli Show- Full Episode (07/15/2025): 3:05pm- Rich is broadcasting LIVE from the inaugural Pennsylvania Energy and Innovation Summit from Carnegie Mellon University in Pittsburgh, PA—hosted by Senator Dave McCormick and featuring President Donald Trump, Secretary of Energy Chris Wright, Secretary of Commerce Howard Lutnick, Secretary of the Interior Doug Burgum, and CEOs from some of the biggest tech companies in the country! 3:15pm- While appearing on a panel at the Energy and Innovation Summit, Commerce Secretary Howard Lutnick explained: “You need natural gas or coal infrastructure in order to provide these massive AI data centers the power that they need…and Pennsylvania, as you all know, has that power.” 3:30pm- President Donald Trump speaks from the inaugural Pennsylvania Energy and Innovation Summit from Carnegie Mellon University in Pittsburgh, PA—joining a roundtable discussion where he unveiled $90 billion worth of investments in Pennsylvania. 4:05pm- President Donald Trump speaks from the inaugural Pennsylvania Energy and Innovation Summit from Carnegie Mellon University in Pittsburgh, PA—joining a roundtable discussion where he unveiled $90 billion worth of investments in Pennsylvania. 4:15pm- During a press conference on Tuesday focused on combating drug cartels, Attorney General Pam Bondi refused to discuss the Jeffrey Epstein files. 4:25pm- During an interview with Benny Johnson, Lara Trump called for more transparency from the Department of Justice and FBI regarding the Epstein files—but insisted that she trusts the Trump Administration will “set things right.” Meanwhile, DailyWire host Matt Walsh said he is not satisfied with the information presented to the public thus far. Is MAGA divided? 4:30pm- House Minority Leader Hakeem Jeffries (D-NY) is now calling for the complete release of the Epstein files—suggesting Congress should compel their release if the Trump Administration doesn't. 4:40pm- Listeners weigh-in: Is the Trump Administration making a mistake by downplaying the Epstein files? 4:45pm- According to a report from Axios, FBI Deputy Director Dan Bongino didn't show up for work on Friday off after a clash with Attorney General Pam Bondi regarding her office's handling of the Jeffrey Epstein files. Bongino was at least considering leaving his position over the conflict. 5:05pm- Stacy Garrity—Pennsylvania Treasurer—joins The Rich Zeoli Show from the inaugural Pennsylvania Energy and Innovation Summit from Carnegie Mellon University in Pittsburgh, PA. Plus, could she be running for Governor of Pennsylvania? 5:30pm- Breaking News: According to a report from Wired, nearly 3-minutes of the FBI's Jeffrey Epstein prison video was removed before being released to the public. Last week, Attorney General Pam Bondi told the press only 1-minute was missing—blaming a recording error. You can read more here: https://www.wired.com/story/the-fbis-jeffrey-epstein-prison-video-had-nearly-3-minutes-cut-out/. 5:45pm- Thar Casey—CEO of AmberSemi—joins The Rich Zeoli Show to discuss his participation in today's Pennsylvania Energy & Innovation Summit and potential solutions to the artificial intelligence energy challenge. Will the United States beat China in the A.I. race? He explains: “This should absolutely be bipartisan”—we can't lose this race! 6:05pm- While appearing on a panel at the Energy and Innovation Summit, Commerce Secretary Howard Lutnick explained: “You need natural gas or coal infrastructure in order to provide these massive AI data centers the power that they need…and Pennsylvania, as you all know, has that power.” 6:15pm- Dave Sunday—Attorney General of Pennsylvania—joins The Rich Zeoli Show from the PA Energy & Innovation Summit. How will state regulations impact the growth of artificial intelligence? Sunday also discusses being just one year removed from the assassination attempt on President Donald Trump in Butler, Pa. 6:30pm- While speaking with the press, Presiden ...

    Ones Ready
    Ops Brief 075: Daily Drop - 15 July 2025 (Pentagon's Drone Panic: Why We're Still Screwing Up the Sky While China Laughs)

    Ones Ready

    Play Episode Listen Later Jul 15, 2025 17:38


    Send us a textBuckle up, buttercups—Jared's back in the Ones Ready team room, dishing out yesterday's DoD drama because the PAO couldn't update today's headlines. Hegeth's memo: stop being bureaucratic wimps, buy American drones fast—excessive caution is the enemy. Joint air drills with B-52s flexing on North Korea; AI saving lives in mass casualties; SOCOM slashing Skyraider buys in half, likely budget tight. Jared throws shade at AFSOC's PAO for dodging his interview ask, calls out China's South China Sea bullying flop, cheers Senate's A-10 rescue (thunder lives!). Wraps with cyber fails, Turkey's F-35 snub (beat it, nerds), and pushing for service members' right to repair gear without contractor scams. Tired of bland military news? This is your sarcastic, straight-talk wake-up from Ones Ready—no apologies.Key Takeaways:- Hegeth's drone memo: Stop being cowards and buy American expendables ASAP—excessive caution is the real enemy.

    Thoughts on the Market
    The End of the U.S. Dollar's Bull Run?

    Thoughts on the Market

    Play Episode Listen Later Jul 15, 2025 12:49


    Our analysts Paul Walsh, James Lord and Marina Zavolock discuss the dollar's decline, the strength of the euro, and the mixed impact on European equities.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Markets. I'm Paul Walsh, Morgan Stanley's Head of European Product. And today we're discussing the weakness we've seen year-to-date in the U.S. dollar and what this means for the European stock market. It's Tuesday, July the 15th at 3:00 PM in London.I'm delighted to be joined by my colleagues, Marina Zavolock, Morgan Stanley's Chief European Equity Strategist, and James Lord, Morgan Stanley's Chief Global FX Strategist. James, I'm going to start with you because I think we've got a really differentiated view here on the U.S. dollar. And I think when we started the year, the bearish view that we had as a house on the U.S. dollar, I don't think many would've agreed with, frankly. And yet here we are today, and we've seen the U.S. dollar weakness proliferating so far this year – but actually it's more than that.When I listen to your view and the team's view, it sounds like we've got a much more structurally bearish outlook on the U.S. dollar from here, which has got some tenure. So, I don't want to steal your thunder, but why don't you tell us, kind of frame the debate, for us around the U.S. dollar and what you're thinking.James Lord: So, at the beginning of the year, you're right. The consensus was that, you know, the election of Donald Trump was going to deliver another period of what people have called U.S. exceptionalism. Paul Walsh: Yeah.James Lord: And with that it would've been outperformance of U.S. equities, outperformance of U.S. growth, continued capital inflows into the United States and outperformance of the U.S. dollar. At the time we had a slightly different view. I mean, with the help of the economics team, we took the other side of that debate largely on the assumption that actually U.S. growth was quite likely to slow through 2025, and probably into 2026 as well – on the back of restrictions on immigration, lack of fiscal stimulus. And, increasingly as trade tariffs were going to be implemented…Paul Walsh: Yeah. Tariffs, of course…James Lord: That was going to be something that weighed on growth.So that was how we set out the beginning of the year. And as the year has progressed, the story has evolved. Like some of the other things that have happened, around just the extent to which tariff uncertainty has escalated. The section 899 debate. Paul Walsh: Yeah. James Lord: Some of the softness in the data and just the huge amounts of uncertainty that surrounds U.S. policymaking in general has accelerated the decline in the U.S. dollar. So, we do think that this has got further to go. I mean, the targets that we set at the beginning of the year, we kind of already met them. But when we published our midyear outlook, we extended the target.So, we may even have to go towards the bull case target of euro-dollar of 130.Paul Walsh: Mm-hmm. James Lord: But as the U.S. data slows and the Fed debate really kicks off where at Morgan Stanley U.S. Economics research is expecting the Fed to ultimately cut to 2.5 percent... Paul Walsh: Yeah. Lord: That's really going to really weigh on the dollar as well. And this comes on the back of a 15-year bull market for the dollar. Paul Walsh: That's right. James Lord: From 2010 all the way through to the end of last year, the dollar has been on a tear. Paul Walsh: On a structural bull run.James Lord: Absolutely. And was at the upper end of that long-term historical range. And the U.S. has got 4 percent GDP current account deficit in a slowing growth environment. It's going to be tough for the dollar to keep going up. And so, we think we're sort of not in the early stages, maybe sort of halfway through this dollar decline. But it's a huge change compared to what we've been used to. So, it's going to have big implications for macro, for companies, for all sorts of people.Paul Walsh: Yeah. And I think that last point you make is absolutely critical in terms of the implications for corporates in particular, Marina, because that's what we spend every hour of every working day thinking about. And yes, currency's been on the radar, I get that. But I think this structural dynamic that James alludes to perhaps is not really conventional wisdom still, when I think about the sector analysts and how clients are thinking about the outlook for the U.S. dollar. But the good news is that you've obviously done detailed work in collaboration with the floor to understand the complexities of how this bearish dollar view is percolating across the different stocks and sectors. So, I wondered if you could walk us through what your observations are and what your conclusions are having done the work.Marina Zavolock: First of all, I just want to acknowledge that what you just said there. My background is emerging markets and coming into covering Europe about a year and a half ago, I've been surprised, especially amid the really big, you know, shift that we're seeing that James was highlighting – how FX has been kind of this secondary consideration. In the process of doing this work, I realized that analysts all look at FX in different way. Investors all look at FX in different way. And in …Paul Walsh: So do corporates.Marina Zavolock: Yeah, corporates all look at FX in different way. We've looked a lot at that. Having that EM background where we used to think about FX as much as we thought about equities, it was as fundamental to the story...Paul Walsh: And to be clear, that's because of the volatility…Marina Zavolock: Exactly, which we're now seeing now coming into, you know, global markets effectively with the dollar moves that we've had. What we've done is created or attempted to create a framework for assessing FX exposure by stock, the level of FX mismatches, the types of FX mismatches and the various types of hedging policies that you have for those – particularly you have hedging for transactional FX mismatches. Paul Walsh: Mm-hmm. Marina Zavolock: And we've looked at this from stock level, sector level, aggregating the stock level data and country level. And basically, overall, some of the key conclusions are that the list of stocks that benefit from Euro strength that we've identified, which is actually a small pocket of the European index. That group of stocks that actually benefits from euro strength has been strongly outperforming the European index, especially year-to-date.Paul Walsh: Mm-hmm.Marina Zavolock: And just every day it's kind of keeps breaking on a relative basis to new highs. Given the backdrop of James' view there, we expect that to continue. On the other hand, you have even more exposure within the European index of companies that are being hit basically with earnings, downgrades in local currency terms. That into this earning season in particular, we expect that to continue to be a risk for local currency earnings. Paul Walsh: Mm-hmm.Marina Zavolock: The stocks that are most negatively impacted, they tend to have a lot of dollar exposure or EM exposure where you have pockets of currency weakness as well. So overall what we found through our analysis is that more than half of the European index is negatively exposed to this euro and other local currency strength. The sectors that are positively exposed is a minority of the index. So about 30 percent is either materially or positively exposed to the euro and other local currency strength. And sectors within that in particular that stand out positively exposed utilities, real estate banks. And the companies in this bucket, which we spend a lot of time identifying, they are strongly outperforming the index.They're breaking to new highs almost on a daily basis relative to the index. And I think that's going to continue into earning season because that's going to be one of the standouts positively, amid probably a lot of downgrades for companies who have translational exposure to the U.S. or EM.Paul Walsh: And so, let's take that one step further, Marina, because obviously hedging is an important part of the process for companies. And as we've heard from James, of a 15-year bull run for dollar strength. And so most companies would've been hedging, you know, dollar strength to be fair where they've got mismatches. But what are your observations having looked at the hedging side of the equation?Marina Zavolock: Yeah, so let me start with FX mismatches. So, so we find that about half of the European index is exposed to some level of FX mismatches. Paul Walsh: Mm-hmm. Marina Zavolock: So, you have intra-European currency mismatches. You have companies sourcing goods in Asia or China and shipping them to Europe. So, it's actually a favorable FX mismatch. And then as far as hedging, the type of hedging that tends to happen for companies is related to transactional mismatches. So, these are cost revenue, balance sheet mismatches; cashflow distribution type mismatches. So, they're more the types of mismatches that could create risk rather than translational mismatches, which are – they're just going to happen.Paul Walsh: Yeah. Marina Zavolock: And one of the most interesting aspects of our report is that we found that companies that have advanced hedging, FX hedging programs, they first of all, they tend to outperform, when you compare them to companies with limited or no hedging, despite having transactional mismatches. And secondly, they tend to have lower share price volatility as well, particularly versus the companies with no hedging, which have the most share price volatility. So, the analysis, generally, in Europe of this most, the most probably diversified region globally, is that FX hedging actually does generate alpha and contributes to relative performance.Paul Walsh: Let's connect the two a little bit here now, James, because obviously as companies start to recalibrate for a world where dollar weakness might proliferate for longer, those hedging strategies are going to have to change.So just any kind of insights you can give us from that perspective. And maybe implications across currency markets as a result of how those behavioral changes might play out, I think would be very interesting for our listeners.James Lord: Yeah, I think one thing that companies can do is change some of the tactics around how they implement the hedges. So, this can revolve around both the timing and also the full extent of the hedge ratios that they have. I mean, some companies who are – in our conversations with them when they're talking about their hedging policy, they may have a range. Maybe they don't hedge a 100 percent of the risk that they're trying to hedge. They might have to do something between 80 and a hundred percent. So, you can, you can adjust your hedge ratios…Paul Walsh: Adjust the balances a bit.James Lord: Yeah. And you can delay the timing of them as well.The other side of it is just deciding like exactly what kind of instrument to use to hedge as well. I mean, you can hedge just using pure spot markets. You can use forward markets and currencies. You can implement different types of options, strategies. And I think this was some of the information that we were trying to glean from the survey was this question that Marina was asking about. Do you have a limited or advanced hedging program? Typically, we would find that corporates that have advanced programs might be using more options-based strategies, for example. And you know, one of the pieces of analysis in the report that my colleague Dave Adams did was really looking at the effectiveness of different strategies depending on the market environment that we're in.So, are we in a sort of risk-averse market environment, high vol environment? Different types of strategies work for different types of market environments. So, I would encourage all corporates that are thinking about implementing some kind of hedging strategy to have a look at that document because it provides a lot of information about the different ways you can implement your hedges. And some are much more cost effective than others.Paul Walsh: Marina, last thought from you? Marina Zavolock: I just want to say overall for Europe there is this kind of story about Europe has no growth, which we've heard for many years, and it's sort of true. It is true in local currency terms. So European earnings growth now on consensus estimates for this year is approaching one percent; it's close to 1 percent. On the back of the moves we've already seen in FX, we're probably going to go negative by the time this earning season is over in local currency terms. But based on our analysis, that is primarily impacted by translation.So, it is just because Europe has a lot of exposure to the U.S., it has some EM exposure. So, I would just really emphasize here that for investors; so, investors, many of which don't hedge FX, when you're comparing Europe growth to the U.S., it's probably better to look in dollar terms or at least in constant currency terms. And in dollar terms, European earnings growth at this point are 7.6 percent in dollar terms. That's giving Europe the benefit for the euro exposure that it has in other local currencies. So, I think these things, as FX starts to be front of mind for investors more and more, these things will become more common focus points. But right now, a lot of investors just compare local currency earnings growth.Paul Walsh: So, this is not a straightforward topic, and we obviously think this is a very important theme moving through the balance of this year. But clearly, you're going to see some immediate impact moving through the next quarter of earnings. Marina and James, thanks as always for helping us make some sense of it all.James Lord: Thanks, Paul. Marina Zavolock: Thank you.Paul Walsh: And to our listeners out there, thank you as always for tuning in.If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

    WSJ Tech News Briefing
    TNB Tech Minute: Nvidia Can Resume Sales of AI Chip to China

    WSJ Tech News Briefing

    Play Episode Listen Later Jul 15, 2025 2:32


    Plus: Ericsson earnings beat forecasts. And, Oracle pledges $3 billion for AI, cloud infrastructure in Germany and the Netherlands. Ariana Aspuru hosts.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    Lone Lobos with Xolo Maridueña and Jacob Bertrand

    Another Karate Kid visits the Lone Lobos studio. From Karate Kid: Legends, we welcome Ben Wang to the podcast. Xolo Maridueña and Ben talk about life before acting, born in China, raised in Minnesota, and later attending NYU's Tisch School of the Arts. Ben reflects on his experience working with legends like Ralph Macchio and Jackie Chan. Ben shares his next endeavors in The Hunger Games: Sunrise on the Reaping and The Long Walk, both directed by Francis Lawrence. Our Lobitos exclusivos can listen to an extended conversation with Ben Wang, available only on Supercast. Karate Kid: Legends is now available on demand.Free Discord Access:https://discord.gg/KnDhbnBMCjJoin Supercast Today for the full episode:https://lonelobos.supercast.com/Follow Lone Lobos on Instagram: https://www.instagram.com/lonelobosFollow Jacob Bertrand on Instagram: https://www.instagram.com/thejacobbertrandFollow Xolo Maridueña on Instagram: https://www.instagram.com/xolo_mariduenaFollow Ben Wang on Instagram:https://www.instagram.com/definitelynotbenwangFollow Jordan on Instagram: https://www.instagram.com/jmkm808Follow Monica on Instagram:https://www.instagram.com/officialmonicat_http://www.heyxolo.com/Jacobs Channel: @ThreeFloating

    Marketplace All-in-One
    What Texas stands to lose in a trade war with the EU

    Marketplace All-in-One

    Play Episode Listen Later Jul 15, 2025 6:51


    The Texas economy is among the most vulnerable in the country when it comes to the threat of escalating tariffs. While much of the focus has been on trade with Mexico due to tightly integrated supply chains, the future of European trade with Texas is also uncertain. We'll hear what's at stake. Plus, Nvidia can sell chips in China again, and, from Marketplace's "How We Survive," we'll learn what the big tax cut and spending law means for the climate crisis.

    Marketplace All-in-One
    Trump on NATO, Brexit, and more

    Marketplace All-in-One

    Play Episode Listen Later Jul 15, 2025 6:39


    From the BBC World Service: President Donald Trump says he backs NATO now that countries in the military alliance boosted funding. The president's comments are part of a wide-ranging exclusive interview with the BBC and follow a threat of tariffs for Russia if there's no ceasefire with Ukraine in 50 days. We'll hear a bit of the conversation. Then, China's economy has outpaced expectations despite pressure from tariffs, and Tesla is set to launch operations in India.

    The Breitbart News Daily Podcast
    Chinese Drug Cartels Are Taking Over Maine?! And Jerome Must Go!

    The Breitbart News Daily Podcast

    Play Episode Listen Later Jul 15, 2025 63:15


    Chinese Drug Cartels Are Taking Over Maine?! And Jerome Must Go!

    Techmeme Ride Home
    Tue. 07/15 – Nvidia Back In Business In China?

    Techmeme Ride Home

    Play Episode Listen Later Jul 15, 2025 16:35


    Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW's are the new metric that matters to the tech industry, over and above anything else. Windsurf finds a permanent home. And is China already producing the smartglasses Zuck wants to see next?Links:Nvidia, AMD to Resume AI Chip Sales to China in US Reversal (Bloomberg)Apple to Buy Rare Earths From Pentagon-Backed US Producer MP (Bloomberg)Zuckerberg Says Meta Will Build Gigawatt-Size Data Centers (Bloomberg)Meta's New Superintelligence Lab Is Discussing Major A.I. Strategy Changes (NYTimes)Cognition AI Buys Windsurf as A.I. Frenzy Escalates (NYTimes)China's AI glasses market takes shape as Xiaomi's entry inspires early adopters (SCMP)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    CNBC's
    Nvidia's Record Setting Run… And Trump's Powell Pressure Ramps Up 7/15/25

    CNBC's "Fast Money"

    Play Episode Listen Later Jul 15, 2025 42:08


    Nvidia gunning for a license to sell its H20 chips in China, and one asset manager's thoughts on what it means for the future of AI investments. Plus A hefty week of earnings, starting with big banks. And Trump's ongoing threats to fire Fed chair Powell. Why one Wall Street forecaster says doing so would feed inflation and hurt stocks. 

    Witness History
    The Iran nuclear deal

    Witness History

    Play Episode Listen Later Jul 15, 2025 10:23


    On 14 July 2015, Iran agreed to temporarily limit its nuclear programme. The deal was signed in Vienna, the capital of Austria. Officially known as the Joint Comprehensive Plan of Action (JCPOA), it was agreed between Iran and a group of world powers known as the P5+1 – the US, UK, France, China, Russia and Germany, together with the EU. The accord came after years of tension over Iran's alleged efforts to develop a nuclear weapon. Iran insisted that its nuclear programme was entirely peaceful, but much of the international community did not believe that. Iran agreed to limit its nuclear programme and facilitate international inspections, in return for economic sanctions relief. Baroness Catherine Ashton, who was the European Union's High Representative for Foreign Affairs and Security Policy, tells Ben Henderson how the plan was achieved. Eye-witness accounts brought to life by archive. Witness History is for those fascinated by the past. We take you to the events that have shaped our world through the eyes of the people who were there.For nine minutes every day, we take you back in time and all over the world, to examine wars, coups, scientific discoveries, cultural moments and much more.Recent episodes explore everything from the death of Adolf Hitler, the first spacewalk and the making of the movie Jaws, to celebrity tortoise Lonesome George, the Kobe earthquake and the invention of superglue.We look at the lives of some of the most famous leaders, artists, scientists and personalities in history, including: Eva Peron – Argentina's Evita; President Ronald Reagan and his famous ‘tear down this wall' speech; Thomas Keneally on why he wrote Schindler's List; and Jacques Derrida, France's ‘rock star' philosopher.You can learn all about fascinating and surprising stories, such as the civil rights swimming protest; the disastrous D-Day rehearsal; and the death of one of the world's oldest languages.(Photo: Baroness Catherine Ashton and Javad Mohammad Zarif, Iranian Foreign Minister, during nuclear negotiations in 2014. Credit: Dieter Nagl/AFP via Getty Images)

    CrossroadsET
    Taiwan, CCP Hold Parallel War Drills

    CrossroadsET

    Play Episode Listen Later Jul 15, 2025 60:21


    China's communist regime is holding drills to prepare for a sea-borne invasion of the self-ruled island of Taiwan, while Taiwan is responding with its own drills for a potential war. In the face of this, the United States is shifting its military focus to the Asia-Pacific, and is discussing with allies whether they're ready for a war with the Chinese regime.Views expressed in this video are opinions of the host and guests and do not necessarily reflect the views of The Epoch Times.

    Marketplace Morning Report
    Trump on NATO, Brexit, and more

    Marketplace Morning Report

    Play Episode Listen Later Jul 15, 2025 6:39


    From the BBC World Service: President Donald Trump says he backs NATO now that countries in the military alliance boosted funding. The president's comments are part of a wide-ranging exclusive interview with the BBC and follow a threat of tariffs for Russia if there's no ceasefire with Ukraine in 50 days. We'll hear a bit of the conversation. Then, China's economy has outpaced expectations despite pressure from tariffs, and Tesla is set to launch operations in India.

    Marketplace Morning Report
    What Texas stands to lose in a trade war with the EU

    Marketplace Morning Report

    Play Episode Listen Later Jul 15, 2025 6:51


    The Texas economy is among the most vulnerable in the country when it comes to the threat of escalating tariffs. While much of the focus has been on trade with Mexico due to tightly integrated supply chains, the future of European trade with Texas is also uncertain. We'll hear what's at stake. Plus, Nvidia can sell chips in China again, and, from Marketplace's "How We Survive," we'll learn what the big tax cut and spending law means for the climate crisis.

    China Unscripted
    I Survived Kowloon Walled City

    China Unscripted

    Play Episode Listen Later Jul 15, 2025 4:18


    Watch the full podcast here! https://chinauncensored.tv/programs/podcast-302 Get *The Anaconda in the Chandelier* https://www.amazon.com/Anaconda-Chandelier-Writings-China/dp/1589881982 Joining us today is Perry Link, Professor Emeritus of East Asian Studies at Princeton University and former Chancellorial Chair for Teaching Across Disciplines at the University of California at Riverside. Professor Link co-edited the Tiananmen Papers, and his latest book is called The Anaconda in the Chandelier: Writings on China. And check out our other channel, China Uncensored: https://www.youtube.com/ChinaUncensored Our social media: X: https://www.x.com/ChinaUncensored Facebook: https://www.facebook.com/ChinaUncensored Instagram: https://www.instagram.com/ChinaUncensored #China

    CNN News Briefing
    Ukraine's mixed bag, China shows resilience, Northeast flooding & more

    CNN News Briefing

    Play Episode Listen Later Jul 15, 2025 6:34


    There was good news and bad news for Ukraine in President Donald Trump's announcement yesterday. The Department of Health and Human Services is carrying out mass firings. China's economy did better than expected in the last quarter. We'll hear from the family of an American Palestinian man killed in the West Bank, as they call for the US to investigate his death. Plus, flooding has hit the Mid-Atlantic and Northeast. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    AMERICA OUT LOUD PODCAST NETWORK
    The Big Plot: Why America should fear China's strategies

    AMERICA OUT LOUD PODCAST NETWORK

    Play Episode Listen Later Jul 15, 2025 58:00


    Truth Be Told with Booker Scott – As tensions rise over TikTok and U.S.-China relations, I interview Jason Ho, CEO of Teklium and author of "The Big Plot." He uncovers China's covert influence campaigns, its impact on Japan, and the threat of fentanyl. This episode reveals untold stories about Chinese intelligence operations and warns Americans about long-term global strategies that shape our security...

    Tangle
    Trump sours on Putin, pivots on Ukraine.

    Tangle

    Play Episode Listen Later Jul 15, 2025 28:23


    On Monday, President Donald Trump announced two measures aimed at pressuring Russia to negotiate an end to the war in Ukraine. First, Trump said Russia would face tariffs “at about 100%” if it did not agree to a peace deal in the next 50 days, adding that he would impose secondary sanctions on countries that buy Russian oil, such as China, India, Brazil, and Turkey. Second, he outlined a plan for countries in the North Atlantic Treaty Organization (NATO) to purchase weapons from the United States and then transfer them to Ukraine. The announcement follows recently heightened criticism from President Trump towards Russian President Vladimir Putin over his purported unwillingness to end the war. Ad-free podcasts are here!Many listeners have been asking for an ad-free version of this podcast that they could subscribe to — and we finally launched it. You can go to ReadTangle.com to sign up!You can read today's podcast⁠ ⁠⁠here⁠⁠⁠, our “Under the Radar” story ⁠here and today's “Have a nice day” story ⁠here⁠.Take the survey: What do you think of Trump's pivot on Russia and Ukraine? Let us know!Disagree? That's okay. My opinion is just one of many. Write in and let us know why, and we'll consider publishing your feedback.You can subscribe to Tangle by clicking here or drop something in our tip jar by clicking here. Our Executive Editor and Founder is Isaac Saul. Our Executive Producer is Jon Lall.This podcast was written by: Isaac Saul and edited and engineered by Dewey Thomas. Music for the podcast was produced by Diet 75.Our newsletter is edited by Managing Editor Ari Weitzman, Senior Editor Will Kaback, Hunter Casperson, Kendall White, Bailey Saul, and Audrey Moorehead. Hosted on Acast. See acast.com/privacy for more information.

    Biscuits & Jam
    Shuai Wang's Journey from China to Charleston

    Biscuits & Jam

    Play Episode Listen Later Jul 15, 2025 38:30


    Chef Shuai Wang was the runner-up on the 22nd season of Bravo's Top Chef and is the force behind two standout restaurants in Charleston, South Carolina—Jackrabbit Filly and King BBQ—where he brings together the flavors of his childhood in Beijing and the spirit of the South in some pretty unforgettable ways. He grew up just a short walk from Tiananmen Square, in a tiny home with no electricity or running water, where his grandmother often cooked over charcoal. Later, in Queens, New York, his mom taught herself to cook—her first dishes were a little salty, but they were always made with love. And somewhere along the way, Shuai learned that cooking wasn't just about food—it was about taking care of people. After years working in New York kitchens, he made his way to Charleston and started building something that feels entirely his own. Today, we're talking about how all those experiences come together on the plate, the family stories behind his cooking, and what it's been like to share that journey on national TV. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Yaron Brook Show
    Inflation/Stocks/Bitcoin; NPR; Lawfare; Israel; Russia; China; Scans | Yaron Brook Show

    Yaron Brook Show

    Play Episode Listen Later Jul 15, 2025 118:23


    Inflation/Stocks/Bitcoin; NPR; Lawfare; Israel; Russia; China; Scans | Yaron Brook Show**

    Yaron Brook Show
    Bitcoin; Bonds; Tariffs; Dept of Ed; Ukraine; Asylum; Biotech & China | Yaron Brook Show

    Yaron Brook Show

    Play Episode Listen Later Jul 15, 2025 107:06


    Bitcoin; Bonds; Tariffs; Ukraine; Asylum; Biotech & China | Yaron Brook Show

    WSJ Minute Briefing
    Nvidia Can Sell AI Chip to China Again After CEO Meets Trump

    WSJ Minute Briefing

    Play Episode Listen Later Jul 15, 2025 2:59


    Plus: China's economy holds up under pressure from U.S. tariffs. And Volvo Car warns of U.S. tariff impact. Azhar Sukri hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    WSJ Minute Briefing
    Stock Indexes Close Mixed Amid New Trade Deal and the Search for a Fed Chair

    WSJ Minute Briefing

    Play Episode Listen Later Jul 15, 2025 2:51


    President Trump announced a new trade deal with Indonesia, while Treasury Secretary Scott Bessent said the formal search for Fed Chair Jerome Powell's successor has begun. Plus: Nvidia shares rose after the White House said the company will be able to sell artificial intelligence chips to China. And, MP Materials struck a $500 million deal with Apple. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Squawk Pod
    GameStop's Ryan Cohen, a Stapler, & Billionaire Ken Langone 7/15/25

    Squawk Pod

    Play Episode Listen Later Jul 15, 2025 45:29


    Billionaire philanthropist, Home Depot co-founder, and donor to Andrew Cuomo's NYC mayoral bid Ken Langone sits for an extended conversation about local politics and the national economy. Langone explains his faith in Cuomo and his perspective on Democratic socialist candidate Zohran Mamdani. GameStop CEO Ryan Cohen made his name on social media at the height of the meme-stock craze; now, he's auctioning off an infamous stapler (and his underwear) on eBay. In a very rare interview, Cohen discusses GameStop's past and its future. Plus, Starbucks has called corporate employees back to the office four days a week, and Nvidia plans to resume sales of a key AI chip to China.  Ryan Cohen - 14:40Ken Langone - 29:02 In this episode:Ryan Cohen, @ryancohenJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

    Squawk on the Street
    Big Banks' Earnings Kickoff , Nvidia Rallies, Inflation Rises 7/15/25

    Squawk on the Street

    Play Episode Listen Later Jul 15, 2025 42:56


    On a record-setting day for the S&P 500 and Nasdaq, Carl Quintanilla and Jim Cramer delved into a number of big stories: JPMorgan Chase, Wells Fargo and Citi kick off earnings season with Q2 beats. Nvidia shares hit new all-time highs after the chipmaker said the U.S. is giving it the green light to resume sales of its H20 AI chips to China. CPI data show consumer inflation rose in June, but largely in line with economists' expectations. Also in focus: JPMorgan Chase CEO Jamie Dimon talks regulation and stablecoins on the company's earnings call, Meta CEO Mark Zuckerberg on the company's AI hiring spree, Amazon-backed Anthropic's AI rollout, Jim Cramer's message for Apple CEO Tim Cook, stocks caught up in a downgrade parade.  Squawk on the Street Disclaimer

    My Climate Journey
    Are Renewables Enough? Stanford's Dr. Mark Jacobson Thinks So

    My Climate Journey

    Play Episode Listen Later Jul 15, 2025 47:42


    Dr. Mark Jacobson is a professor of Civil and Environmental Engineering and Director of the Atmosphere Energy Program at Stanford University, where he's been one of the most vocal advocates for powering the world entirely with wind, water, and solar energy. No nuclear, no carbon capture, no fossil fuels of any kind. His research team has created 100% renewable energy roadmaps for all 50 U.S. states and 149 countries, helping shape policies like New York's clean energy mandate. In this episode, Dr. Jacobson shares his perspective on where we are in the renewables adoption curve and explains why he believes that technologies like nuclear power, carbon capture, and biofuels aren't just unnecessary, they're harmful distractions from the clean energy transition he sees as both achievable and urgent.This conversation may be polarizing. While many will agree with Mark's take on renewables and the grid, his firm rejection of other low-carbon tech challenges mainstream climate thinking. We believe these fault lines are worth exploring, even, or especially, when they make people uncomfortable.Episode recorded on June 30, 2025 (Published on July 15, 2025)In this episode, we cover: ⁠[02:32]⁠ Why proposed tax changes threaten renewables⁠[05:45]⁠ Fossil fuel subsidies vs. renewables support⁠[06:29]⁠ China's rapid clean energy deployment⁠[10:44]⁠ Rooftop solar offsets California's rising demand⁠[12:20]⁠ Home and utility batteries reshaping grid usage⁠[14:40]⁠ Texas grid inefficiencies and renewables progress⁠[18:21]⁠ Combining wind, solar and batteries[19:26]⁠ Land use myths about wind and solar[22:49] Dr. Mark Jacobson's background and research⁠[27:23]⁠ How to phase out existing fossil infrastructure⁠[31:36]⁠ Dr. Jacobson's rejection of carbon capture[36:52] His thoughts on nuclear[42:11] Dr. Jacobson's thoughts on geothermal[46:19] How he sees the next decade unfolding Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant