Podcasts about imf

Sam and Dylan are back to break down: Comment of the Week roasting Dylan into oblivion, the Iran war debate and whether U.S. foreign policy keeps repeating the same Middle East script, the Iranian hostage crisis and how banking deals with the Shah and JP Morgan may have helped spark it, IMF-style loan traps and whether powerful institutions benefit from radical regimes taking power, Wall Street and the Bolshevik Revolution rabbit hole, False Flag Season officially kicking off, FBI warnings about a possible attack in California and fears of sleeper cell drone strikes targeting Hollywood or the Oscars, the government posting absolutely sick memes while innocent people are dying overseas, the Bayer glyphosate pesticide cancer lawsuit heading toward the Supreme Court and whether corporations can poison people without consequences, Lucky Larry Silverstein buying another Los Angeles skyscraper, the worst suicide bomber of all time crashing into a Michigan synagogue and only killing himself, and why modern conspiracy culture has become the middle aisle of the grocery store.   Grab Tickets to Sam's Live Shows Here: https://samtripoli.com/events/   Batavia, IL: 3/26-3/28 Raleigh, NC: 4/3 Atlanta, GA: 4/4 Hamilton, Canada:  4/16 Toronto, Canada: 4/17 Dallas, TX: 4/24 Fort Worth, TX: 4/25 Austin, TX: 5/22 (Live Taping Of Sam Tripoli's Comedy Special) Albuquerque, NM: 6/12-6/13 Austin, TX: 6/18 Lawerence, KS: 9/17-9/19 Tulsa, OK: 10/9-10/10 Austin, TX: Dec 11th-13th   Buy Our Merch or Sam Will Fight You: https://conspiracy-social-club-aka-deep-waters.myshopify.com/   Check out Dylan's instagram - @dylanpetewrenn   Check out Deep Waters Instagram: @akadeepwaters   Check out Bad Tv podcast: https://bit.ly/3RYuTG0   THANK YOU TO OUR SPONSORS: HIMS Go to HIMS.COM/CSC for your FREE online visit.

** Join our community-building online gathering where we listen to the episode together and discuss it in a relaxed, supportive atmosphere. Tuesday, March 17, at 8pm ET/5pm PT. https://us06web.zoom.us/meeting/register/o3miFIPmSAC2d46Vh14iBAOne of our favorite guests is back to talk about the central problem facing much of the Global South. It is not simply bad policy or weak leadership, but the persistence of colonial economic structures. He explains that many countries, especially in Africa, remain trapped in roles designed by empire: exporters of cheap raw materials, importers of finished goods, and sites for low-value production. Political independence did not end these structures, and debt, IMF intervention, and external pressure have only deepened the trap."Colonialism and its economic structures were not designed for development, they were not designed for democracy, they were not designed for justice, they were not designed to produce a just transition or human rights or any of these things. If anything, colonialism and its economic structures were hierarchical, abusive, violent, extractive."Fadhel was one of the economists we originally turned to for our education in MMT. In this conversation with Steve he makes the case that MMT is not a theory of everything. Issues of race, class, and colonialism require their own lenses. Whether the issue is climate change, migration, development, or reparations, the entry point has to be the lived material conditions. MMT becomes crucial when the question turns to how to mobilize resources, avoid debt traps, and finance transformation without inflationary collapse.Dr. Fadhel Kaboub is a Tunisian American economist. He is an Associate Professor of Economics at Denison University and president of the Global Institute for Sustainable Prosperity. He's the author of Global South Perspectives on Substack. In 2025, Dr. Kaboub was recognized by the New Africa Magazine in the top 100 most influential Africans under the Thinkers and Opinion Shapers category. He currently serves a two-year term on the United Nations High Level Advisory Board on Economic and Social Affairs at UN DESA. Find his work at globalsouthperspectives.substack.com@FadhelKaboub on X

Emerging markets are back in focus in 2026 — not just as a cyclical trade, but as investors reassess performance leadership, diversification, and where growth is showing up in a shifting global paradigm. After a long stretch of disappointing returns, emerging markets have started the year strongly, alongside record interest from global investors. But the case for EM today is less about a single story — and more about dispersion across countries, sectors, and themes.In this episode of The Bid, host Oscar Pulido is joined by Alex Brazier, Global Head of Investment and Portfolio Solutions, and Sam Vecht, Portfolio Manager on BlackRock's Global Emerging Markets Equities team. Alex shares what he's hearing from investors across the U.S. and Europe, including the role of flows, sentiment, and portfolio positioning. Sam brings a bottom-up perspective on how emerging markets have evolved over the past two decades — and why market pricing hasn't always reflected economic progress.Together, they explore why emerging markets may play a different role in portfolios today: providing exposure to distinct parts of the AI buildout, offering potentially different valuation and earnings dynamics than developed markets, and responding differently to U.S. dollar moves. The conversation also highlights where opportunities may be emerging beneath the surface — from under-owned regions like Latin America and parts of the Middle East, to shifting sentiment around India — while underscoring the reality that EM remains volatile, cyclical, and highly heterogeneous.Key moments in this episode:00:00 Introduction01:56 Why emerging markets are drawing renewed investor attention in 202604:58 Two Decades of Underperformance06:16 Explaining The Diversification Mirage10:31 Where emerging markets can broaden portfolios — and where correlations still matter13:00 How Investors Can Get Exposure To Emerging Markets16:55 How dispersion across regions is driving more selective, active approaches19:09 Conclusions and Next EpisodeSources: BlackRock, data based on 1,245 EMEA survey submissions in February 3rd rapid response client call; BlackRock calculated using Aladdin data; “World Economic Outlook, Global Economy in Flux, Prospects Remain Dim”, IMF, October 2025; Bloomberg as at Dec 2025; BlackRock, Global Business Intelligence, as at 20 Feb 2026; BlackRock, Morningstar, Aladdin. Portfolio average allocation based on 166 Europe-domiciled Morningstar moderate-risk multi-asset FoF portfolios, positioning as of 31 December 2025. Global index refers to MSCI All Country World Index.Emerging markets, Emerging markets investing, Capital markets, Global diversification, AI investing, U.S. dollar, Latin America equities, India markets, Middle East markets, Global portfolio strategyThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Part 2 of a double episode about the 2001 uprising in Argentina, which toppled the government, and saw the spread of neighbourhood assemblies and factories taken over by workers. In conversation with Tomas Rothaus, a participant in the uprising and author of Argentina, a Tale of Two Utopias: Anarchism, Soccer, Neoliberalism.Our podcast is brought to you by our Patreon supporters. Our supporters fund our work, and in return get exclusive early access to podcast episodes without ads, bonus episodes, two exclusive podcast series – Fireside Chats and Radical Reads – as well as free and discounted merchandise and other content. Join us or find out more at patreon.com/workingclasshistoryListen to our bonus episode about Argentine football culture, exclusively on Patreon: https://www.patreon.com/posts/e115-1-football-149318192Listen to our bonus episode on Argentine politics and the anti-globalisation movement, exclusively on Patreon: https://www.patreon.com/posts/e116-1-argentina-151087148More infoGet Tomas' book: Argentina, a Tale of Two Utopias: Anarchism, Soccer, NeoliberalismAlso check out Tomas' other book, Another War Is Possible: Militant Anarchist Experiences in the Antiglobalization EraCheck out more books about football and politics in our online storeMore info, such as further reading, a video documentary, sources and (soon) a full transcript for the main episodes, are available on the webpage for this episode: https://workingclasshistory.com/podcast/e115-116-argentina-uprising-2001/AcknowledgementsThanks to our Patreon supporters for making this podcast possible. Special thanks to Jazz Hands.Episode graphic: protester in front of the Buenos Aires Obelisk, 20 December 2001. Public domain/Wikimedia Commons.Our theme tune is Bella Ciao, thanks for permission to use it from Dischi del Sole. You can purchase it here or stream it here.Edited by Jesse French

African economies began tapping into overseas markets for funding in the early 2000s, after debt burdens had been alleviated by the Highly Indebted Poor Countries (HIPC) Initiative. However, surging interest rates on dollar- and euro-denominated loans in recent years have prompted countries to turn to domestic markets for their borrowing needs. Amadou Sy heads the IMF Regional Studies division. In this podcast, he says there are benefits to issuing debt in local markets and in local currency. Transcript: https://traffic.libsyn.com/imfpodcast/Amadou_Sy-transcript-IMF_Podcast.pdf Read the article at IMF.org/FandD

Protect Your Retirement with a PHYSICAL Gold and/or Silver IRA https://www.sgtreportgold.com/ CALL( 877) 646-5347 - You Can Trust Noble Gold   From the Bolshevik revolution to Israel to the Federal Reserve to the IMF to drug trafficking & human trafficking to endless and wars for profit, this is very clearly Rothschild's fallen world - and it sure looks like Donald J Trump is in their pocket just like the Clintons were. Penny Kelly joins me to discuss the very latest news. Thanks for tuning in!   GET C60 EVO here: https://www.c60evo.com/sgtr/ SAVE 20% OFF - For monthly subscriptions SAVE 15% OFF - Sets of 2+ items SAVE 25% OFF (off retail price) - on Cases of 12 bottles ***Use code SGTR @ checkout for another 10% off! *** https://old.bitchute.com/video/FVCtFFUmKAhx/

VOV1 - Sau một tuần xảy ra xung đột giữa Israel, Mỹ và Iran leo thang thành các hoạt động quân sự trực tiếp, “chảo lửa” Trung Đông vẫn không ngừng sục sôi, thậm chí vượt ra khỏi phạm vi khu vực, làm dấy lên lo ngại lạm phát tăng nhiệt và nguy cơ tác động tiêu cực tới tăng trưởng kinh tế toàn cầu.Xung đột leo thang tại Trung Đông đang đặt kinh tế toàn cầu trước nguy cơ hứng chịu một cú sốc mới, khi chỉ sau một tuần xảy ra giao tranh giữa Mỹ, Ixraen với Iran, giá dầu thế giới tăng sốc 35%, đánh dấu mức tăng hàng tuần lớn nhất trong lịch sử giao dịch hợp đồng tương lai kể từ năm 1983. Theo dự báo từ nhiều tổ chức thị trường, giá dầu thô có thể tăng vọt lên 100 đôla Mỹ đến 110 đôla một thùng và duy trì ở mức cao trong một đến hai tháng. Điều này sẽ làm tăng chi phí nguyên liệu thô năng lượng và hóa chất cho ngành sản xuất toàn cầu, làm giảm biên lợi nhuận của các doanh nghiệp. Các ngành công nghiệp tiêu thụ năng lượng cao như thép, hóa chất và xi-măng có thể phải đối mặt tình trạng tạm ngừng sản xuất trên diện rộng và ngay cả các doanh nghiệp lớn cũng có thể buộc phải cắt giảm công suất do áp lực chi phí kéo dài. Vùng Vịnh và Biển Đỏ, các hành lang thương mại quan trọng nối liền châu Âu và châu Á, có thể phải đối mặt với sự gián đoạn nghiêm trọng. An ninh bị đe dọa ở eo biển chiến lược Hoóc-mút còn gây ảnh hưởng khả năng vận chuyển dầu ra khỏi khu vực vùng Vịnh, qua đó làm gián đoạn chuỗi cung ứng toàn cầu. Giá nhiên liệu tăng sẽ tác động tới các chỉ số giá tiêu dùng và giá sản xuất cơ bản. Và khi giá dầu và khí đốt tăng, chi phí xăng, dầu đi-ê-zen, điện và khí đốt sinh hoạt cũng tăng theo, trực tiếp đẩy chỉ số giá tiêu dùng lên cao. Đây đều là các yếu tố đầu vào thiết yếu đối với công nghiệp, nhà hàng, khách sạn và bán lẻ. Bên cạnh đó, chi phí bảo hiểm hàng hải tăng mạnh, có thể lên tới 50%, khiến chi phí vận tải tăng đáng kể.Có thể thấy rõ các ngành sản xuất phụ thuộc vào các tuyến đường thương mại Trung Đông sẽ phải đối mặt với cả lạm phát chi phí và chậm trễ giao hàng. Sẽ xuất hiện các điểm nghẽn hậu cần khi nhiều hãng phải thay đổi tuyến đường vận chuyển, hoặc hủy chuyến tàu và phải kéo dài thời gian giao hàng. Ngoài ra, việc đóng cửa không phận tiềm tàng sẽ làm phức tạp thêm cho lô-dít-xtíc quốc tế. Chu kỳ giao hàng sản xuất toàn cầu có thể kéo dài, các đơn đặt hàng xuất khẩu có thể bị hủy bỏ hoặc tranh chấp và các nhà cung cấp dịch vụ lô-dít-xtíc xuyên biên giới có thể phải đối mặt với khó khăn tài chính đáng kể. Điều này khiến cả nguyên liệu thô, linh kiện công nghiệp và thực phẩm nhập khẩu đều trở nên khan hiếm và đắt đỏ hơn.Nếu xung đột và bất ổn kéo dài sẽ khiến doanh nghiệp buộc phải điều chỉnh tăng giá các mặt hàng, qua đó tác động tới kỳ vọng lạm phát. Khi người dân và doanh nghiệp cho rằng giá cả không chỉ tăng mà còn duy trì ở mức cao, hành vi kinh tế sẽ thay đổi, có thể kích hoạt vòng xoáy lạm phát tiền lương-giá cả. Rõ ràng, rủi ro lớn nhất hiện nay nằm ở khả năng cú sốc giá chuyển thành cú sốc nguồn cung. Để đối phó nguy cơ này, các nhà hoạch định chính sách đã bắt đầu cân nhắc chính sách nhằm giảm thiểu tác động tiêu cực đối với nền kinh tế. Quỹ Tiền tệ Quốc tế (IMF) đã đưa ra nhận định cuộc xung đột lan rộng ở Trung Đông có thể “tác động rất lớn đến kinh tế toàn cầu trên nhiều phương diện”, từ lạm phát đến tăng trưởng kinh tế. Tuy nhiên, mức độ nghiêm trọng của các hệ quả kinh tế sẽ phụ thuộc chủ yếu vào thời gian kéo dài của cuộc chiến.Nhìn tổng thể, kinh tế toàn cầu đang đứng trước một thời điểm nhạy cảm, khi một cú sốc địa chính trị tại Trung Đông có thể trở thành biến số lớn nhất đối với triển vọng kinh tế thế giới. Nếu không có các nỗ lực ngoại giao mạnh mẽ nhằm hạ nhiệt căng thẳng, cuộc chiến hiện nay có thể leo thang thành một cuộc xung đột khu vực toàn diện, với những tác động sâu rộng đối với an ninh Trung Đông, thị trường năng lượng và phủ bóng đen lên triển vọng kinh tế toàn cầu./.Quỳnh Hoa/VOV1Khói bốc lên sau khi tên lửa Iran đánh trúng trụ sở Hạm đội 5 của Hải quân Mỹ ở Manama, Bahrain.

SummaryClayton Cuteri traces the full chain of events that led to the current U.S. war with Iran, starting with Britain's control of Iranian oil in 1901 through Operation Ajax in 1953, the hostage crisis, the Iran-Iraq war, Clinton-era sanctions, and the JCPOA nuclear deal that was working until Trump withdrew in 2018. Clayton lays out exactly how this single decision triggered Iran's nuclear escalation, Israel's Operation Rising Lion, the assassination of Ayatollah Khamenei, and a war that has killed over 1,300 Iranians and 165 schoolgirls in a precision airstrike. Clayton exposes the real motivations behind the war: the petrodollar system and Iran's financial independence from the IMF and Western banking. He reveals the pattern connecting Iraq, Libya, Venezuela, and now Iran as countries targeted after abandoning the U.S. dollar for oil trade. The episode closes with a powerful spiritual framework connecting Israel's past-based thinking, Trump's future-based fear, and the only real solution: present-moment consciousness.BONUS: Clayton discusses some Indigo Education knowledge.Clayton's NewsletterJoin HereClayton's Social Media LinkTree | Instagram | X (Twitter) | YouTube | Rumble | FaceBookTimecodes 00:00 - Intro 01:53 - How Britain Stole Iran's Oil06:00 - The Original Sin: Operation Ajax11:00 - The Hostage Crisis and Reagan18:00 - The JCPOA Deal That Was Working24:00 - Operation Rising Lion and the War30:00 - 165 Schoolgirls Killed in a Precision Strike37:00 - The Petrodollar Pattern They Hide43:00 - Iran vs. the IMF and World Bank53:00 - The Spiritual Framework: Past, Future & PresentIntro/Outro Music Producer: Don Kin Instagram | Spotify Super grateful for this guy ^Become a supporter of this podcast: https://www.spreaker.com/podcast/traveling-to-consciousness-with-clayton-cuteri--6765271/support.Listen to the Podcast AD-FREE HERE for $4.95/monSign Up for my Newsletter HEREALL Indigo Education Podcasts HEREMy Book: The Secret Teachings of Jesus HEREOfficial Traveling to Consciousness Website HERE

Episode Summary: In this episode of the Solar Maverick Podcast, Benoy Thanjan sits down with Hervé Billet, CEO and co-founder of Sunvoy, the first white-label customer portal and fleet management app built by solar installers for solar installers. Hervé shares his entrepreneurial journey, from helping design Belgium's first solar car to building and selling a solar installation company in the U.S., and now leading Sunvoy. The conversation covers what solar companies need to do to create long-term enterprise value, how branding and systems drive successful exits, and why clean accounting, process, and operational discipline matter if you want to sell a business. Benoy and Hervé also discuss how Sunvoy helps installers improve operations by bringing critical project and O&M data into one place, reducing time spent hunting for information and improving the customer experience. They also explore current solar industry trends, including the shift toward Third Party Ownership (“TPOs”) and leases, rising electricity prices as a driver of solar adoption, technology improvements in solar hardware and storage, and why installer-built software creates a real competitive advantage.   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Hervé Billet As the CEO of Sunvoy, I'm committed to empowering solar businesses with innovative technology that streamlines operations and enhances customer experience. Sunvoy is the first white-label customer portal and fleet management app, built by solar installers for solar installers. Our platform simplifies the complexities of running a solar business, enabling companies to scale efficiently with seamless integration and effortless results. Sunvoy offers powerful tools to manage solar fleets, automate communication, and deliver an exceptional customer journey, helping companies thrive in an increasingly competitive market. Previously, I served as the CEO of Ipsun Solar, where we revolutionized the residential and commercial solar market by enabling customers to own their power, reduce their utility bills, and add value to their properties through clean, renewable energy. Ipsun Solar, a B-Corporation, was known for its commitment to sustainability, being part of the Amicus and Amicus O&M networks, and serving as a certified Tesla Powerwall installer. Before venturing into the solar industry, I worked at Accenture, where I consulted with Fortune 500 companies, U.S. Federal agencies, and large non-profits. My projects included: Calculating Greenhouse Gas emissions for the U.S. Department of Energy Headquarters. Business development for Accenture's Sustainability Services. Leading digital implementation teams for organizations like Goodwill Industries International. Providing strategic support to global institutions such as the IMF, World Bank, UNICEF, United Nations, and U.S. Department of Labor. At 21, I co-founded my first company, Solar Team, an initiative to showcase the power of solar energy through solar-powered vehicles. This early venture sparked my enduring passion for renewable energy and continues to inspire my work today.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/   Hervé Billet Website: https://sunvoy.com/  Linkedin:  https://www.linkedin.com/in/hervebilliet/      Please provide 5 star reviews      If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.    Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.

Financial repression forces banks and citizens to hold government debt on terms the market would never accept. Economists have called it distortionary for fifty years. It never went away.Oleg Itskhoki and Dmitry Mukhin study what happens when a government runs out of options. Their paper traces how Russia deployed financial repression in 2022 to survive the largest sanctions package in postwar history. The ruble was in freefall; banning cash withdrawals and forcing exporters to hand over foreign currency revenues stopped the crisis. The measures worked because Russia kept earning export income, and the sanctions never closed that tap. But with government debt in advanced economies now at historic highs, financial repression is no longer confined to authoritarian regimes under siege. It is a path of least resistance for a government that would rather suppress the symptoms of unsustainable debt than carry out the fiscal reforms needed to fix it.The research behind this episode:Itskhoki, Oleg, and Dmitry Mukhin. 2026. "Sanctions, Capital Outflows, and Financial Repression." Economic Policy: Papers on European and Global Issues.To cite this episode:Phillips, Tim. 2026. "Sanctions, Capital Outflows, and Financial Repression." Economic Policy: Papers on European and Global Issues (podcast).Assign this as extra listening. The citation above is formatted and ready for a reading list or VLE.About the guestsOleg Itskhoki is a professor of economics at Harvard University. His research spanning international macroeconomics, exchange rates, capital flows, and financial frictions has reshaped how economists think about currency crises and the limits of open-economy models. He received the John Bates Clark Medal from the American Economic Association in 2022.Research cited in this episodeThe Washington Consensus was the post-Cold War policy framework, closely associated with the International Monetary Fund and the World Bank, that advocated free capital markets and discouraged government intervention in exchange rates or cross-border capital flows. Under this framework, financial repression was considered illegitimate; the goal was a more market-oriented, liberal macroeconomic order. As Itskhoki notes, the consensus has frayed considerably since the 2008 financial crisis, and the IMF now endorses certain forms of capital flow management under specific circumstances, though the broader norm against persistent financial repression remains.Financial repression is any government intervention that distorts the private financial decisions of domestic agents. In its traditional form, it meant forcing the banking sector to hold government debt at below-market returns, crowding out private investment and reducing the fiscal cost of high debt levels. The term covers a wide range of tools: restrictions on cash withdrawals, requirements that exporters convert foreign currency revenues to the central bank, interest rate ceilings, and policies designed to prevent citizens from holding savings in foreign currencies. Itskhoki distinguishes between its use in normal times (which he regards as distortionary and unjustified except as a last resort) and its deployment in emergencies such as financial crises, bank runs, or external sanctions, where it may be the only available stabilising instrument.Capital controls are government restrictions on cross-border capital flows. They are related to but distinct from financial repression: capital controls concern what money can cross borders; financial repression concerns what domestic agents can do with money at home. The two are often deployed together under external pressure.Dollarization describes the tendency of households and businesses in economies with weak or unstable currencies to save and transact in foreign currency, typically US dollars, rather than the domestic currency. Governments often use financial repression to discourage dollarization, restricting access to foreign currency holdings domestically. Itskhoki notes this is one of the many forms the policy takes beyond its traditional debt-management role.Russia's use of financial repression after the 2022 sanctions. Following the invasion of Ukraine in February 2022, Western governments imposed an unprecedented package of financial sanctions, trade restrictions, and asset freezes. The ruble depreciated sharply. Russia's response included a tax on foreign currency purchases, mandatory conversion of exporters' foreign currency revenues to the central bank, and direct restrictions on cash withdrawals from bank accounts. The ruble stabilised and recovered within weeks. Itskhoki argues the measures succeeded in the short term not because financial repression is inherently powerful against sanctions, but because the sanctions failed to close off Russian export income; Russia kept receiving substantial foreign currency from energy sales, reducing the pressure on the tools of repression. The structural gap in the sanctions regime was the failure to curtail Russian export revenues.The "What's Next for Ukraine?" seriesListen to our three-part series based on papers presented at the 1st Economic Policy: Papers on European and Global Issues Conference, Paris, December 2025.Giacomo Anastasia, Tito Boeri, and Oleksandr Zholud: what the data from Ukraine's wartime labour market reveal about employment, displacement, and the economic costs of the war. Also in the series: Maurice Obstfeld and Yuriy Gorodnichenko on financial inflows, integration, and the growth prospects of a westward-facing Ukraine. Also in the series: Edward Glaeser, Martina Kirchberger, and Andrii Parkhomenko on how to rebuild Ukraine's cities, and why the choice of what to reconstruct matters as much as the scale of investment. 

EGP holds steady. Bypassing Hormuz via Egypt. IMF reassess wartime realities. Morning Drive is your daily download of the essential headlines shaping Egypt. From business policy and finance to the latest in tech, all in under 10 minutes. Hosted by ‘Synthetic Salma’ — an AI-powered version of our own Executive Editor Salma El-Saeed. You can read the full newsletter on the website. Morning Drive is brought to you by: Madinet Masr GRANITE Financial Holding Bonyan for Real Estate Investments And check out our other show Making It, where we speak to CEOs and entrepreneurs about building a great business in the region.See omnystudio.com/listener for privacy information.

元宵節快樂。非常遺憾，春節剛剛過去，元宵之前，美國和以色列已經對伊朗開戰，伊朗也做出了回擊。這個世界的戰火再添一筆，中東危機會不會擴大？成了所有人心裡面最新的一枚 忐忑彈。非常遺憾，春節剛剛過去，元宵之前，美國和以色列已經對伊朗開戰，伊朗也做出了回擊。這個世界的戰火再添一筆，中東危機會不會擴大？成了所有人心裡面最新的一枚 忐忑彈。今年是火馬年，沒想到第一季都還沒有過完，我們就要面對著比去年更突然的地緣政治變化。 2025年，表面看起來 金融市場讓很多人笑顏逐開，但仔細去看，2023和2024年的美國繁榮已經褪色，相反的，新興經濟體表現讓人驚艷，歐洲的所謂邊陲經濟體更是讓人訝異，我們可以從這裡面發現什麼？ 一， 2月26日，JPMorgan 指出美國變來變去的貿易政策意外催生出了一個全球的「雙軌復甦」現象。 一方面，科技企業為應對關稅，將產能開始轉移至東南亞和墨西哥，帶動了當地的製造業 PMI 指數逆勢攀升。 但另一方面，傳統製造強國通過自動化升級抵禦成本壓力，德國基建投資和日本財政刺激計劃為這一趨勢注入了動能。 這種結構性調整讓全球製造業 PMI 指數在去年 7 月仍維持 49.7 的擴張態勢，但其中的越南、印尼等新興經濟體表現尤為突出。 另外，國際貨幣基金組織IMF 也認為今年的全球股市會呈現分化趨勢，雖然美國和日本仍是關注焦點，但亞洲的經濟增長動能很可能延續；拉丁美洲有望受惠於供應鏈回流與降息循環，股市表現會領先於歐美等成熟國家，投資人今年可以留意新興市場的投資機會。 歐洲復興開發銀行也跟進表示，美國關稅已導致貿易路線重新調整，但對貿易的衝擊並未像人們擔心的那樣嚴重，這使得部分發展中經濟體實現了高於預期的經濟增長。我們怎麼解讀？ 二， 很難想像，一個大時代的結束這麼快，過去多年，法國一直被視為歐元區的「核心國家」，與德國一起為整個歐元區定調；而義大利則背負了龐大債務與政治風險，被投資人貼上「不穩定」標籤。但今天，這兩個國家10年期公債殖利率竟然不分上下。 歐元區的「雙引擎歐洲」格局因此出現逆轉。過去被戲稱為「PIIGS」的南歐國家，如今反而在增長上領跑，而德國與法國卻成為拖後腿的對象。從2025年初以來，德法10年期公債殖利率上升幅度甚至快於義大利與西班牙，顯示市場風險焦點已從南歐轉向歐元區核心。 莎士比亞說，玫瑰就算不叫玫瑰，還是一樣香。但對昔時被稱為「歐豬五國」（PIIGS）的國家來說，名字一直是一道難堪的烙印。歐債危機期間，葡萄牙、義大利、愛爾蘭、希臘與西班牙，被點名為拖累歐洲的「五隻豬」，罪名是財政失序、經濟疲弱、債務破表；北歐小報經常以揶揄的口吻稱它們是「歐元區病夫」。 15年過去，情勢逆轉。庇里牛斯山以南的國家，如今已在歐洲經濟成長排行榜中名列前茅。十年「山北」，十年「山南」，歐洲經濟活力的來源已經主客易位。名字或許會讓一個國家尊嚴盡失，但靠著累積經濟實力與堅持改革熱忱，終有平反之日。當豬仔飛起來時，所有人都不得不抬頭仰望。我們應該怎麼解讀？ Powered by Firstory Hosting

Unprecedented debt levels are pressing governments to make tough choices. While aging populations demand more public spending, resources are stretched thin, and the days of cheap borrowing that allowed the debt burden to be kicked down the road are behind us. Rodrigo Valdés and Era Dabla-Norris head the IMF Fiscal Affairs department and write about high debt and hard choices in the March edition of Finance & Development magazine. In this podcast, they say the erosion of public trust is a factor in reconciling competing fiscal priorities. Transcript: https://traffic.libsyn.com/imfpodcast/Valdes-Dabla-Norris-AUDIO-transcript-IMF_Podcast.pdf  Read the article at IMF.org/fadd

In this fan-favourite Roundtable episode, co-hosts Sammy Gordon and Jimmy Ibrahim welcome Paul Dem, Brendan Geoghegan and Luke Teeuwsen to dive deep into predictions for the Australian housing market heading into 2026.        The group tackles major issues including interest rate movements, population growth, government policy missteps and the widening gap between renters and homeowners. With candid opinions and clear insights, they break down how recent changes, like the expansion of the First Home Buyer Deposit Scheme and looming capital gains tax discussions, could reshape property investing and affordability in Australia. It's more important than every to stay informed and act decisively in a rapidly changing landscape, making this essential listening for anyone navigating Australia's real estate market. School of Property is the ultimate education destination to master property investment, with a curriculum meticulously designed and crafted with both beginners and experts in mind. Whether you are a complete novice, or you're ready to take things to the next level in your portfolio, this is the program for you! To find out more, head to www.schoolofproperty.com.au If you loved this episode please send it on to someone who would take some value, and please give us a 5 star review if you haven't yet and are loving the poddy! If you want your question answered on our podcast DM us on our socials or email us at apsteam@australianpropertyscout.com.au Send us your questions to: Instagram: @australianpropertyscout Want to book a call with us: Website: https://australianpropertyscout.com.au Any information, comments, opinions or content that we provide in this podcast is our general observations and information only and it is not to be taken as, or in any way, considered to be financial advice, accounting advice, superannuation advice or legal advice. We strongly recommend all and any listener and participant to obtain their own independent financial advice, accounting advice, superannuation advice and legal advice before acting in any way in relation to any investment at all including any investment in property such as what we might be discussing in this podcast. No warranty, guarantee or representation is to be taken and you cannot reproduce it in any way. Every persons financial or investment situation is different and you must consider your own circumstances before undertaking any investment and be sure to obtain independent advice. Australian Property Scout Pty Ltd | License Number: 10094798 | ABN: 64 638 266 369 Chapters (01:18) Welcome (06:20) Rentvesting + lifestyle shifts (11:31) 2026 predictions: what's driving demand? (15:35) Economic conditions, interest rates + inflation (20:33) Market fear vs. opportunity (26:39) Population growth vs. housing supply (31:57) Immigration, skills gaps + political stalemate (39:32) The IMF warning & policy critiques (45:37) Capital gains tax changes + investor impacts (54:23) A looming two-class economy? (01:02:26) Urgency, opportunity + taking action (01:12:20) The Australian market in 2026

Making War Safe for Capitalism: The World Bank, IMF, and the Conflict in Ukraine (Bristol UP, 2025) by Dr. Elliot Dolan-Evans examines the impact of World Bank and International Monetary Fund (IMF) economic restructuring programmes during active conflicts. Using a critical political economy perspective, the book explores how these restructuring efforts affect vulnerable communities' survival amid violence. Chapters provide a detailed case study of Ukraine during the War in Donbas, analysing the controversial reforms in agriculture, gas and pension sectors. The resulting analysis offers valuable insights into how these reforms have influenced Ukraine's political economy and the survival of conflict-affected populations since the 2022 Russian invasion. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Making War Safe for Capitalism: The World Bank, IMF, and the Conflict in Ukraine (Bristol UP, 2025) by Dr. Elliot Dolan-Evans examines the impact of World Bank and International Monetary Fund (IMF) economic restructuring programmes during active conflicts. Using a critical political economy perspective, the book explores how these restructuring efforts affect vulnerable communities' survival amid violence. Chapters provide a detailed case study of Ukraine during the War in Donbas, analysing the controversial reforms in agriculture, gas and pension sectors. The resulting analysis offers valuable insights into how these reforms have influenced Ukraine's political economy and the survival of conflict-affected populations since the 2022 Russian invasion. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/military-history

Making War Safe for Capitalism: The World Bank, IMF, and the Conflict in Ukraine (Bristol UP, 2025) by Dr. Elliot Dolan-Evans examines the impact of World Bank and International Monetary Fund (IMF) economic restructuring programmes during active conflicts. Using a critical political economy perspective, the book explores how these restructuring efforts affect vulnerable communities' survival amid violence. Chapters provide a detailed case study of Ukraine during the War in Donbas, analysing the controversial reforms in agriculture, gas and pension sectors. The resulting analysis offers valuable insights into how these reforms have influenced Ukraine's political economy and the survival of conflict-affected populations since the 2022 Russian invasion. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/anthropology

Making War Safe for Capitalism: The World Bank, IMF, and the Conflict in Ukraine (Bristol UP, 2025) by Dr. Elliot Dolan-Evans examines the impact of World Bank and International Monetary Fund (IMF) economic restructuring programmes during active conflicts. Using a critical political economy perspective, the book explores how these restructuring efforts affect vulnerable communities' survival amid violence. Chapters provide a detailed case study of Ukraine during the War in Donbas, analysing the controversial reforms in agriculture, gas and pension sectors. The resulting analysis offers valuable insights into how these reforms have influenced Ukraine's political economy and the survival of conflict-affected populations since the 2022 Russian invasion. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/sociology

Making War Safe for Capitalism: The World Bank, IMF, and the Conflict in Ukraine (Bristol UP, 2025) by Dr. Elliot Dolan-Evans examines the impact of World Bank and International Monetary Fund (IMF) economic restructuring programmes during active conflicts. Using a critical political economy perspective, the book explores how these restructuring efforts affect vulnerable communities' survival amid violence. Chapters provide a detailed case study of Ukraine during the War in Donbas, analysing the controversial reforms in agriculture, gas and pension sectors. The resulting analysis offers valuable insights into how these reforms have influenced Ukraine's political economy and the survival of conflict-affected populations since the 2022 Russian invasion. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/economics

Making War Safe for Capitalism: The World Bank, IMF, and the Conflict in Ukraine (Bristol UP, 2025) by Dr. Elliot Dolan-Evans examines the impact of World Bank and International Monetary Fund (IMF) economic restructuring programmes during active conflicts. Using a critical political economy perspective, the book explores how these restructuring efforts affect vulnerable communities' survival amid violence. Chapters provide a detailed case study of Ukraine during the War in Donbas, analysing the controversial reforms in agriculture, gas and pension sectors. The resulting analysis offers valuable insights into how these reforms have influenced Ukraine's political economy and the survival of conflict-affected populations since the 2022 Russian invasion. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Making War Safe for Capitalism: The World Bank, IMF, and the Conflict in Ukraine (Bristol UP, 2025) by Dr. Elliot Dolan-Evans examines the impact of World Bank and International Monetary Fund (IMF) economic restructuring programmes during active conflicts. Using a critical political economy perspective, the book explores how these restructuring efforts affect vulnerable communities' survival amid violence. Chapters provide a detailed case study of Ukraine during the War in Donbas, analysing the controversial reforms in agriculture, gas and pension sectors. The resulting analysis offers valuable insights into how these reforms have influenced Ukraine's political economy and the survival of conflict-affected populations since the 2022 Russian invasion. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Making War Safe for Capitalism: The World Bank, IMF, and the Conflict in Ukraine (Bristol UP, 2025) by Dr. Elliot Dolan-Evans examines the impact of World Bank and International Monetary Fund (IMF) economic restructuring programmes during active conflicts. Using a critical political economy perspective, the book explores how these restructuring efforts affect vulnerable communities' survival amid violence. Chapters provide a detailed case study of Ukraine during the War in Donbas, analysing the controversial reforms in agriculture, gas and pension sectors. The resulting analysis offers valuable insights into how these reforms have influenced Ukraine's political economy and the survival of conflict-affected populations since the 2022 Russian invasion. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/finance

Geklungel in Genève | Orbán draait bij over Oekraïne | Beschuldiging tegen Trump in de Epstein-files Rusland voert massale gecombineerde aanvallen uit met drones en raketten op Oekraïense steden en energie-infrastructuur, terwijl Pokrovsk valt maar het front verder vastloopt. Oekraïense tegenaanvallen bij Kupjansk dwingen Moskou tot troepenverschuivingen, terwijl verfijnde Russische aanvalspakketten Patriot-systemen proberen te overweldigen en drones met clustermunitie de civiele schade vergroten. SpaceX beperkt Starlink-toegang, waardoor Russische dronehits merkbaar afnemen. Het Westen aarzelt over harde veiligheidsgaranties terwijl IMF een meerjarige lening van ruim acht miljard dollar goedkeurt om de Oekraïense economie draaiende te houden. In Genève blijven voorgesprekken over Oekraïne vaag en over Iran ook. Hongarije’s Viktor Orbán beweegt intussen richting het loslaten van zijn veto over Europees geld met een compromis over de Druzjba-pijplijn door Oekraïne. Over de Podcast Arend Jan Boekestijn en Rob de Wijk gaan onder leiding van Hugo Reitsma op zoek naar de nieuwe wereldorde. Wat betekenen oorlog, machtspolitiek en economische verschuivingen voor Europa en Nederland? In elke aflevering duiken zij in de geopolitieke actualiteit. In 2022 werd Boekestijn en De Wijk uitgeroepen tot winnaar in de categorie Nieuws & Politiek tijdens de Dutch Podcast Awards Reageren? Op X: @ajboekestijn en @robdewijk Bluesky: @hugoreitsma.bsky.social Mail: boekestijndewijk@bnr.nl Over de makers: Arend Jan Boekestijn is een Nederlands historicus en voormalig politicus. Hij studeerde geschiedenis en politieke wetenschappen aan de Vrije Universiteit in Amsterdam. Boekestijn is voormalig Tweede Kamerlid (tot 2009). Sinds 1989 is hij verbonden aan de vakgroep geschiedenis van de Universiteit Utrecht en sinds 2016 lid van commissie Vrede en Veiligheid van AIV. Rob de Wijk studeerde eigentijdse geschiedenis en internationale betrekkingen, promoveerde op kernwapenstrategieën, werd hoogleraar in Leiden en richtte in 2007 het Den Haag Centrum voor Strategische Studies op. Hugo Reitsma studeerde rechten en politicologie. Hij werkte eerder als politiek verslaggever en vanuit verschillende conflictgebieden. Hij is auteur van het boek ‘Boekestijn en De Wijk voorspellen de toekomst’ (november 2023).See omnystudio.com/listener for privacy information.

Are section 122 tariffs just in search of justification? IMF dents the balance of payment argument. Listen for more on Two Minutes in Trade. 

① Meeting Germany's Friedrich Merz in Beijing, Xi Jinping calls on China and Germany to be reliable, innovative, and cultural partners. What momentum has the German leader's China visit injected into bilateral ties? (00:52) ② US-Iran nuclear talks resume in Geneva. Is the US military threat pressuring Iran to make concessions in negotiations? (15:13) ③ India's Narendra Modi is on a two-day trip to Israel to strengthen security and economic cooperation between the two countries. Is his visit likely to give Israel a boost of international support? (25:14) ④ The IMF is urging the US to rein in its growing fiscal deficit, warning that public debt could climb to 140% of its GDP by 2031. What risks will this trend pose to the US and global economy? (34:37) ⑤ The French government has survived two no-confidence motions in parliament that were filed after a new energy law was adopted by decree. Why are French politics divided on energy issues? (45:14)

Part 1 of a double episode about the 2001 uprising in Argentina, which toppled the government, and saw the spread of neighbourhood assemblies and factories taken over by workers. In conversation with Tomas Rothaus, a participant in the uprising and author of Argentina, a Tale of Two Utopias: Anarchism, Soccer, Neoliberalism.Our podcast is brought to you by our Patreon supporters. Our supporters fund our work, and in return get exclusive early access to podcast episodes without ads, bonus episodes, two exclusive podcast series – Fireside Chats and Radical Reads – as well as free and discounted merchandise and other content. Join us or find out more at patreon.com/workingclasshistoryListen to part 2 early and without ads by joining us on Patreon: https://www.patreon.com/posts/e116-argentina-2-149907446Listen to our bonus episode about Argentine football culture, exclusively on Patreon: https://www.patreon.com/posts/e115-1-football-149318192Listen to our bonus episode on Argentine politics and the anti-globalisation movement, exclusively on Patreon: https://www.patreon.com/posts/e116-1-argentina-151087148More infoGet Tomas' book: Argentina, a Tale of Two Utopias: Anarchism, Soccer, NeoliberalismAlso check out Tomas' other book, Another War Is Possible: Militant Anarchist Experiences in the Antiglobalization EraCheck out more books about football and politics in our online storeMore info, such as further reading, a video documentary, sources and (soon) a full transcript for the main episodes, are available on the webpage for this episode: https://workingclasshistory.com/podcast/e115-116-argentina-uprising-2001/AcknowledgementsThanks to our Patreon supporters for making this podcast possible. Special thanks to Jazz Hands.Episode graphic: protester in front of the Buenos Aires Obelisk, 20 December 2001. Public domain/Wikimedia Commons.Our theme tune is Bella Ciao, thanks for permission to use it from Dischi del Sole. You can purchase it here or stream it here.Edited by Jesse French

This week, on Tuesday, India announced a sweeping overhaul of how it calculates GDP, fixing a measurement system the IMF had flagged as outdated just last November. It includes a new base year, better price data, and a wider net to count the informal economy. The number seems to be getting closer to reality.But that raises a harder question. For a country that has built its global identity around being the world's fastest growing major economy, what happens when the arithmetic changes? And does any of it actually reach 1.4 billion people?Host Snigdha Sharma explores.Tune in.If you have any thoughts on this episode write to us at podcasts@the-ken.com with Daybreak in the subject line. You can also leave us a comment on our website or the YouTube channel here.Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

Did you like the episode? Send me a text and let me know!!The Longevity Dividend: Why Aging is the Single Largest Business Opportunity of the Century What if the "silver tsunami" isn't a crisis, but the most significant economic engine of our time? While the world worries about aging populations, the data reveals a startling truth: the 60+ demographic now accounts for 27% of global spending and possesses the cognitive power of people decades younger.In this episode of Business Conversations with Pi and Piet 2.0, our AI hosts dismantle the "gloomy narrative" of aging. Using 2026 data from the IMF, World Economic Forum, and Interreg Europe, they explore the Longevity Economy—a shift from managing decline to supporting vitality. We dive into why "70 is the new 53," the rise of "Age-Tech" like AI companion robots and exoskeletons, and how the "Silver Economy" is rewriting the rules of entrepreneurship and the global workforce.Key Insights & Chapter Markers[00:01:45] Punching Above Their Weight: Why the 60+ crowd isn't a niche market—they are the market, controlling over a quarter of global consumer spending.[00:03:10] Chronological vs. Perspective Age: Analyzing the IMF data that proves a 70-year-old today has the cognitive processing power of a 53-year-old from the year 2000.[00:05:30] From Isolation to Integration: A look at the "Villages" model in Florida vs. China's national retrofitting mandate for elderly-friendly cities.[00:06:50] Proactive Age-Tech: How AI robots like ElliQ are moving beyond "I've fallen and I can't get up" to predictive health and combating loneliness.[00:09:15] High-Growth Sectors: Identifying the "Gold Mine" in housing renovation, leisure, personalized nutrition, and inclusive design.[00:10:45] The Lump of Labor Fallacy: Debunking the myth that older workers take jobs from the young and explaining how they actually expand the economic pie.[00:11:50] The "Dimmer Switch" Retirement: Why the 2026 workforce needs to ditch the "cliff-edge" retirement model for flexible, phased transitions.[00:14:20] Inventin Reclaim your "zone of genius" by letting Opus Clip automatically turn your long-form podcast into dozens of viral-ready shorts—start your free trial today at podnationopus.com For a 15% discount on your first purchase go RYZEsuoerfoods.com use code PODNA15 Thank you for being a Skoobeliever!! If you have questions about the show or you want to be a guest please contact me at one of these social mediasTwitter......... ..@djskoob2021 Facebook.........Facebook.com/skoobamiInstagram..... instagram.com/uepodcast2021tiktok....... @djskoob2021Email............... Uepodcast2021@gmail.com Skoob at Gettin' Basted Facebook PageAcross The Start Line Facebook Community Find out what one of the four hurdles of stop is affecting you the most!!Black Friday coaching Sale now!! 65% off original price! go to stan.store/skoob to book your appointment and take advantage of this limited time offer! On Twitter @doittodaycoachdoingittodaycoaching@gmailcom

Subscribe to the new Macro Musings YouTube Channel! Raghuram Rajan is a finance professor at the University of Chicago and leads the Group of 30. Previously he was the chief economist at the IMF and the governor of the Reserve Bank of India. In Raghuram's first appearance on the show, he discusses his famous 2005 Jackson Hole speech, how he righted the ship on India's emerging economy, the consequences of zero-sum thinking, the differences between being a policymaker and an academic, the ratcheting effect of QE on the Fed's balance sheet, and much more. Check out the transcript for this week's episode, now with links. Recorded on January 20th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Timestamps 00:00:00 - Intro 00:01:58 - Raghu's Career 00:22:20 - Policymaker Versus Academic 00:29:00 - Ratcheting Effect of Quantitative Easing 01:01:06 - Outro

Space isn't science fiction anymore, it's an $880 billion industry today.From satellites and GPS to defence, telecoms and the coming SpaceX IPO, we break down what the “space economy” actually is and how to invest in it. Then we zoom back to Earth: earnings season volatility, bank profits, BHP's copper moment, and why Australia earns more from beer tax than petroleum resource rent tax.Plus, the community portfolio expands with a pitch from Dave.In this episode:0:00 Intro1:12 Earnings season roundup: banks, BHP, and volatility4:34 Beer tax vs resources tax + IMF housing warning6:38 Community portfolio update: can we beat the ASX 200?8:18 Stock pitch: NVU (ASX:NVU) and the AI pivot14:49 What is the space economy, and what counts as “space”?21:43 Space investing: indices, listed companies, and SpaceX IPO watch25:47 Space ETFs: ARKX, UFO, ROKT, and JEDI under the hoodStocks & ETFs mentioned in this episode: Commonwealth Bank of Australia (ASX:CBA), Macquarie Group (ASX:MQG), National Australia Bank (ASX:NAB), Judo Bank (ASX:JDO), BHP Group (ASX:BHP), Woodside Energy Group (ASX:WDS), Nick Scali (ASX:NCK), Cochlear (ASX:COH), Webjet (ASX:WEB), Catapult Group International (ASX:CAT), Playside Studios (ASX:PLY), NVU Limited (ASX:NVU), NVIDIA (NASDAQ:NVDA), Lockheed Martin (NYSE:LMT), Boeing (NYSE:BA), BAE Systems (LSE:BA.), Airbus (EPA:AIR), Planet Labs (NYSE:PL), Rocket Lab (NASDAQ:RKLB), AST SpaceMobile (NASDAQ:ASTS), EchoStar (NASDAQ:SATS), Intuitive Machines (NASDAQ:LUNR), ARK Space Exploration & Innovation ETF (NYSEARCA:ARKX), Procure Space ETF (NASDAQ:UFO), SPDR S&P Kensho Final Frontiers ETF (NYSEARCA:ROKT), Space Innovators ETF (JEDI)———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

＜ヘッドライン＞特別国会で高市早苗氏を第105代総理大臣に選出、第2次高市内閣が発足　全閣僚に「指示書」　共通の指示として「強い経済の実現」「地方を伸ばし、暮らしを守る」「外交力と防衛力の強化」／IMF「日本政府は消費税の減税を避けるべきだ」　対日経済審査終え財政政策に関する見解表明　生活費の上昇の影響を大きく受ける世帯などに的絞り時限的な対策とすることを求める／米主要メディア「トランプ政権がイランに対し核開発を巡る譲歩を迫るために軍事攻撃を準備」　トランプ大統領、期限は「10日か15日。かなり長くてもそれくらいが限界だ」／トランプ米大統領「総額5500億ドルに上る日本による対米投融資の第1弾のプロジェクトを決定した」　「オハイオ州でのガス火力発電事業」「南部テキサス州での原油積み出し港整備」「南部ジョージア州での人工ダイヤモンド製造の関連施設の開発」　事業規模は360億ドル／ルビオ米国務長官、「社会の基盤と文明そのものに差し迫った脅威がある」　ミュンヘン安全保障会議での演説で欧州各国に西洋文明の再構築を要求　「米欧は共に歩む運命にある」とも、トランプ政権への懸念の払拭はかる／ロシアとウクライナで出生数の減少に歯止めかからず　ウクライナ、25年の死亡数が出生数の3倍と　ロシア、出生率が20年ぶりの低水準　戦争の終わりがみえない 将来不安も出産ためらわせる／双日、27年半ばにレアアースのうち希少性の高い「中重希土類」の豪州産の輸入を現状の2品目から最大6品目に　自国で精製に動く仏との共同事業も、脱「中国依存」目指す ＜ポイント＞　（１） 高市内閣2.0の３つの看板政策をこう見る（２） 対米投融資第1弾にガス発電など5.5兆円をこう見る（３） 今週のマーケット ＜ここ／これを見てきた＞東京の雪

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Join host Charlie Tchetchenian, commercial content writer Ben Squires, and senior journalist on Broker Daily, Julian Barnes, as they review the news of the week. This week, they discuss: The latest results from some of the industry's biggest lenders and aggregators. Fallout from the alleged cyber incident involving asset finance fintech youX. A new shadow ministry and IMF warnings about the 5 per cent Deposit Scheme. And much more!

Leanna Byrne looks at the opening of India's AI Impact Summit, where the withdrawal of Microsoft founder Bill Gates has cast a shadow after he cancelled his keynote appearance. His foundation says he stepped back to avoid distracting from the event.France and Germany are at odds over their joint next-generation fighter jet project, raising doubts about its future.And the IMF warns China is relying too heavily on industrial subsidies.

Stephen Grootes speaks to Khaya Sithole, Independent Analyst and CA(SA), about the IMF’s call for South Africa to adopt a formal fiscal rule; what this could mean for stabilising the country’s growing debt burden; and how government policy choices might shape the economic outlook in the months ahead. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Plus: Europe dials up the pressure on big tech. And the IMF issues a warning to Japan, urging it to keep raising rates and avoid tax cuts. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

2026年 2月19日（木）ニュース ▼第105代総理大臣に高市早苗氏を選出、第2次連立内閣を発足 ▼中道、自民に新年度予算案 質疑時間確保を要求 ▼IMF　日本政府に消費税減税は「避けるべき」と表明 ▼日本の対米投資第1号　ガス火力発電など5.5兆円規模の事業を発表 ▼1月の貿易統計、収支は赤字も輸出は5ヶ月連続の増加 ▼1月の訪日外国人客、単月として4年ぶりマイナス ▼アサヒグループHD去年のサイバー攻撃で11万件以上の漏えいが発覚 きょうコメンテーター山川龍雄 See omnystudio.com/listener for privacy information.

SBS Finance Editor Ricardo Gonçalves speaks with Alex Pikoulas from Munjarra Capital about the day's market action including the latest profit results and the turn around in the tech sector; plus Anthony Walker from SP Global Ratings after the IMF warned Australian states to reign in spending.

Kenneth Rogoff, Maurits C. Boas Professor at Harvard University and former chief economist, IMF

Settler Colonialism is the Disaster: A Critique of New Orleans After Hurricane Katrina and During the COVID-19 Pandemic (U Illinois Press, 2026) is the new book from Dr. Cassandra Shepard, Assistant Professor in the Department of African American and Diaspora Studies at Xavier University of Louisiana. Published with University of Illinois Press, this encompassing and engrossing book focuses on the crises that have engulfed New Orleans, including the disasters of colonialism, Hurricane Katrina in 2005, and COVID-19, taking the reader through their causes and impacts on not only a broad level but through the everyday and often traumatic experiences of the residents of New Orleans. The analysis moves from the Lower Ninth Ward in New Orleans, to state-level post-disaster reconstruction contracts, to international forms of colonialism, and even encompasses Beyonce. This book, which is also includes poetry and a recommended playlist, is also very relevant to the current global moment. Shepard analyses the overlapping and intersecting disasters that have affected New Orleans through ideas of disaster capitalism and settler colonialism, demonstrating how Black and Indigenous peoples have been deprived of critical resources. The reconstruction processes following, and during, these crises have often sought to exploit the authentic New Orleans culture and vibrancy to further the consolidation of power, profit, and privilege of white elites, to the detriment of Black and Indigenous peoples. Shepard's book, Settler Colonialism is the Disaster, takes a multi-scalar view of settler colonialism and investigates how it has not only operated historically in New Orleans, but clearly demonstrates that it is a continual process that still determines reconstruction, relief, and other projects today. Shepard connects the ongoing violence and dispossession inherent in settler colonialism within New Orleans, expressed through structural responses to Hurricane Katrina and COVID-19, to other settler colonial projects around the world, such as in Canada, Israel, New Zealand, and Australia. Cassandra Shepard's new book is an exceptional, theoretically and empirically rich book that offers a new critique into ‘best practice' reconstruction, which demands attention. Settler Colonialism is the Disaster offers an urgent, critical view of the political economy of reconstruction, aid, and government responses; a view which is crucial to take seriously in our world today, plagued as it is by crisis, war, and settler colonialism. Elliot Dolan-Evans is a sessional lecturer in law at Monash University and RMIT. His research investigates the political economy of global capitalism, forms of international governance, and questions of war and peace. His first book, Making War Safe for Capitalism: The World Bank, IMF and the Conflict in Ukraine, is now out with Bristol University Press. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/african-american-studies

Settler Colonialism is the Disaster: A Critique of New Orleans After Hurricane Katrina and During the COVID-19 Pandemic (U Illinois Press, 2026) is the new book from Dr. Cassandra Shepard, Assistant Professor in the Department of African American and Diaspora Studies at Xavier University of Louisiana. Published with University of Illinois Press, this encompassing and engrossing book focuses on the crises that have engulfed New Orleans, including the disasters of colonialism, Hurricane Katrina in 2005, and COVID-19, taking the reader through their causes and impacts on not only a broad level but through the everyday and often traumatic experiences of the residents of New Orleans. The analysis moves from the Lower Ninth Ward in New Orleans, to state-level post-disaster reconstruction contracts, to international forms of colonialism, and even encompasses Beyonce. This book, which is also includes poetry and a recommended playlist, is also very relevant to the current global moment. Shepard analyses the overlapping and intersecting disasters that have affected New Orleans through ideas of disaster capitalism and settler colonialism, demonstrating how Black and Indigenous peoples have been deprived of critical resources. The reconstruction processes following, and during, these crises have often sought to exploit the authentic New Orleans culture and vibrancy to further the consolidation of power, profit, and privilege of white elites, to the detriment of Black and Indigenous peoples. Shepard's book, Settler Colonialism is the Disaster, takes a multi-scalar view of settler colonialism and investigates how it has not only operated historically in New Orleans, but clearly demonstrates that it is a continual process that still determines reconstruction, relief, and other projects today. Shepard connects the ongoing violence and dispossession inherent in settler colonialism within New Orleans, expressed through structural responses to Hurricane Katrina and COVID-19, to other settler colonial projects around the world, such as in Canada, Israel, New Zealand, and Australia. Cassandra Shepard's new book is an exceptional, theoretically and empirically rich book that offers a new critique into ‘best practice' reconstruction, which demands attention. Settler Colonialism is the Disaster offers an urgent, critical view of the political economy of reconstruction, aid, and government responses; a view which is crucial to take seriously in our world today, plagued as it is by crisis, war, and settler colonialism. Elliot Dolan-Evans is a sessional lecturer in law at Monash University and RMIT. His research investigates the political economy of global capitalism, forms of international governance, and questions of war and peace. His first book, Making War Safe for Capitalism: The World Bank, IMF and the Conflict in Ukraine, is now out with Bristol University Press. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Settler Colonialism is the Disaster: A Critique of New Orleans After Hurricane Katrina and During the COVID-19 Pandemic (U Illinois Press, 2026) is the new book from Dr. Cassandra Shepard, Assistant Professor in the Department of African American and Diaspora Studies at Xavier University of Louisiana. Published with University of Illinois Press, this encompassing and engrossing book focuses on the crises that have engulfed New Orleans, including the disasters of colonialism, Hurricane Katrina in 2005, and COVID-19, taking the reader through their causes and impacts on not only a broad level but through the everyday and often traumatic experiences of the residents of New Orleans. The analysis moves from the Lower Ninth Ward in New Orleans, to state-level post-disaster reconstruction contracts, to international forms of colonialism, and even encompasses Beyonce. This book, which is also includes poetry and a recommended playlist, is also very relevant to the current global moment. Shepard analyses the overlapping and intersecting disasters that have affected New Orleans through ideas of disaster capitalism and settler colonialism, demonstrating how Black and Indigenous peoples have been deprived of critical resources. The reconstruction processes following, and during, these crises have often sought to exploit the authentic New Orleans culture and vibrancy to further the consolidation of power, profit, and privilege of white elites, to the detriment of Black and Indigenous peoples. Shepard's book, Settler Colonialism is the Disaster, takes a multi-scalar view of settler colonialism and investigates how it has not only operated historically in New Orleans, but clearly demonstrates that it is a continual process that still determines reconstruction, relief, and other projects today. Shepard connects the ongoing violence and dispossession inherent in settler colonialism within New Orleans, expressed through structural responses to Hurricane Katrina and COVID-19, to other settler colonial projects around the world, such as in Canada, Israel, New Zealand, and Australia. Cassandra Shepard's new book is an exceptional, theoretically and empirically rich book that offers a new critique into ‘best practice' reconstruction, which demands attention. Settler Colonialism is the Disaster offers an urgent, critical view of the political economy of reconstruction, aid, and government responses; a view which is crucial to take seriously in our world today, plagued as it is by crisis, war, and settler colonialism. Elliot Dolan-Evans is a sessional lecturer in law at Monash University and RMIT. His research investigates the political economy of global capitalism, forms of international governance, and questions of war and peace. His first book, Making War Safe for Capitalism: The World Bank, IMF and the Conflict in Ukraine, is now out with Bristol University Press. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/environmental-studies

Settler Colonialism is the Disaster: A Critique of New Orleans After Hurricane Katrina and During the COVID-19 Pandemic (U Illinois Press, 2026) is the new book from Dr. Cassandra Shepard, Assistant Professor in the Department of African American and Diaspora Studies at Xavier University of Louisiana. Published with University of Illinois Press, this encompassing and engrossing book focuses on the crises that have engulfed New Orleans, including the disasters of colonialism, Hurricane Katrina in 2005, and COVID-19, taking the reader through their causes and impacts on not only a broad level but through the everyday and often traumatic experiences of the residents of New Orleans. The analysis moves from the Lower Ninth Ward in New Orleans, to state-level post-disaster reconstruction contracts, to international forms of colonialism, and even encompasses Beyonce. This book, which is also includes poetry and a recommended playlist, is also very relevant to the current global moment. Shepard analyses the overlapping and intersecting disasters that have affected New Orleans through ideas of disaster capitalism and settler colonialism, demonstrating how Black and Indigenous peoples have been deprived of critical resources. The reconstruction processes following, and during, these crises have often sought to exploit the authentic New Orleans culture and vibrancy to further the consolidation of power, profit, and privilege of white elites, to the detriment of Black and Indigenous peoples. Shepard's book, Settler Colonialism is the Disaster, takes a multi-scalar view of settler colonialism and investigates how it has not only operated historically in New Orleans, but clearly demonstrates that it is a continual process that still determines reconstruction, relief, and other projects today. Shepard connects the ongoing violence and dispossession inherent in settler colonialism within New Orleans, expressed through structural responses to Hurricane Katrina and COVID-19, to other settler colonial projects around the world, such as in Canada, Israel, New Zealand, and Australia. Cassandra Shepard's new book is an exceptional, theoretically and empirically rich book that offers a new critique into ‘best practice' reconstruction, which demands attention. Settler Colonialism is the Disaster offers an urgent, critical view of the political economy of reconstruction, aid, and government responses; a view which is crucial to take seriously in our world today, plagued as it is by crisis, war, and settler colonialism. Elliot Dolan-Evans is a sessional lecturer in law at Monash University and RMIT. His research investigates the political economy of global capitalism, forms of international governance, and questions of war and peace. His first book, Making War Safe for Capitalism: The World Bank, IMF and the Conflict in Ukraine, is now out with Bristol University Press. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/american-studies

Settler Colonialism is the Disaster: A Critique of New Orleans After Hurricane Katrina and During the COVID-19 Pandemic (U Illinois Press, 2026) is the new book from Dr. Cassandra Shepard, Assistant Professor in the Department of African American and Diaspora Studies at Xavier University of Louisiana. Published with University of Illinois Press, this encompassing and engrossing book focuses on the crises that have engulfed New Orleans, including the disasters of colonialism, Hurricane Katrina in 2005, and COVID-19, taking the reader through their causes and impacts on not only a broad level but through the everyday and often traumatic experiences of the residents of New Orleans. The analysis moves from the Lower Ninth Ward in New Orleans, to state-level post-disaster reconstruction contracts, to international forms of colonialism, and even encompasses Beyonce. This book, which is also includes poetry and a recommended playlist, is also very relevant to the current global moment. Shepard analyses the overlapping and intersecting disasters that have affected New Orleans through ideas of disaster capitalism and settler colonialism, demonstrating how Black and Indigenous peoples have been deprived of critical resources. The reconstruction processes following, and during, these crises have often sought to exploit the authentic New Orleans culture and vibrancy to further the consolidation of power, profit, and privilege of white elites, to the detriment of Black and Indigenous peoples. Shepard's book, Settler Colonialism is the Disaster, takes a multi-scalar view of settler colonialism and investigates how it has not only operated historically in New Orleans, but clearly demonstrates that it is a continual process that still determines reconstruction, relief, and other projects today. Shepard connects the ongoing violence and dispossession inherent in settler colonialism within New Orleans, expressed through structural responses to Hurricane Katrina and COVID-19, to other settler colonial projects around the world, such as in Canada, Israel, New Zealand, and Australia. Cassandra Shepard's new book is an exceptional, theoretically and empirically rich book that offers a new critique into ‘best practice' reconstruction, which demands attention. Settler Colonialism is the Disaster offers an urgent, critical view of the political economy of reconstruction, aid, and government responses; a view which is crucial to take seriously in our world today, plagued as it is by crisis, war, and settler colonialism. Elliot Dolan-Evans is a sessional lecturer in law at Monash University and RMIT. His research investigates the political economy of global capitalism, forms of international governance, and questions of war and peace. His first book, Making War Safe for Capitalism: The World Bank, IMF and the Conflict in Ukraine, is now out with Bristol University Press. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of RattlerGator Report, JB White opens with the cultural fallout from the Super Bowl halftime show, breaking down the ratings collapse, media backlash, and what he sees as a widening disconnect between institutional messaging and the American public. He examines the reaction cycle, the outrage economy, and why legacy platforms continue to miscalculate cultural momentum. The conversation then expands into global finance and geopolitical positioning, including IMF leverage, Treasury maneuvering, tariff strategy, tech infrastructure, and what JB frames as a long-built strategic “scaffolding” taking shape. He connects Bitcoin volatility, UK censorship developments, and shifting power centers into a broader narrative of structural realignment, arguing that recent moves across finance, media, and governance point to coordinated counterpressure against entrenched global systems.

Want to break into finance or understand how global markets really work? In this episode of the Market Maker Podcast, Anthony Cheung speaks with Dr. Lupin Rahman - former IMF economist, World Bank advisor, and senior fixed income portfolio manager - to explore the world of sovereign credit, macro strategy, and global investing.Lupin shares how she transitioned from public sector institutions like the IMF and World Bank to the private markets, what sovereign debt investing involves, and why cultural intelligence matters as much as economic analysis. From assessing political risk in emerging markets to negotiating directly with governments, she gives a rare insider view of the forces shaping global debt markets.She also offers clear, practical advice for students and early-career professionals - including the top trait she looks for when hiring and how to approach finance with curiosity, adaptability, and long-term thinking.Packed with real-world insights and career wisdom, this episode is essential listening for anyone interested in macroeconomics, finance careers, or how markets and policy truly intersect.(00:00) Intro: Dr. Lupin Rahman(02:00) Discovering economics at 10(03:24) Choosing finance over medicine(05:25) IMF, academia, or banking?(07:56) Switching to the private sector(09:11) Career moves through conversation(14:02) UK vs US finance culture(19:12) Policy vs profit: mindset shift(24:10) Stress, merit & diversity in markets(28:16) What is sovereign credit?(31:29) Careers in sovereign debt(35:02) The #1 trait Lupin hires for(39:18) Lupin's book on sovereign debt***Check out Lupin's new book, 'The Sovereign Debt Investor', a Top 10 book on Amazon, designed to give students and new market entrants a practical introduction to this underexplored area of finance.

Stephen Gilmore is the Chief Investment Officer of CalPERS, which at $600 billion is the largest public pension fund in the U.S. and one of the largest institutional pools of capital in the world. Stephen joined CalPERS eighteen months ago from a career spanning Wall Street, the IMF, and two of the most innovative sovereign wealth funds, where he was Chief Investment Strategist at Australia Future Fund and CIO at New Zealand Super Fund.   Our conversation dives into the theory and implementation of the Total Portfolio Approach, drawing on Stephen's experience at Australia and New Zealand, and his plans for CalPERS. We cover the TPA mindset, its fostering of sound governance and accountability, comparisons to Strategic Asset Allocation, challenges of implementation, and the adaptation of the model at CalPERS.   Stephen is one of the most experienced practitioners of TPA in the world. Our discussion pairs well with my recent conversation with Ashby Monk, as more allocators learn and consider this approach to managing assets.  Learn more about our Strategic Investments: Thema.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Everybody was screaming “gold is done”… and I got on Twitter and said the opposite: this is the perfect day to BUY gold. Not trade it. BUY it. Because while the internet arguing about who the next Fed chair might be, the real story is simple: the dollar is still under pressure, the world is still unstable, and money always runs to safety when the chessboard gets messy. I'm breaking down why gold popped right after the hate, how to stop letting red days make you invent “scuba diving” price targets, and the one question you MUST ask before you sell anything: “Has the reason I bought it changed… or am I just emotional?” We're also talking Bitcoin's pressure, Strategy buying more BTC while price drops, why the IMF is stress-testing a dollar crack, and why China is bold enough to even ask the world: “Should the yuan be the next reserve currency?” This is how you stop reacting and start moving like you got a plan.Horizon Trust - Keep More. Retire BIGGER

Can We Say Anything Meaningful About a Venezuelan Debt Restructuring? Venezuela must restructure its debt if it, and its new "friends" in Washington DC, want the economy humming again. But how? The debt stock is enormous and the range of claims so vast that normal techniques are unlikely to work. And typically, before anything could happen, the IMF would need to go in and assess the actual situation on the ground. All this takes time. But we imagine that the folks in Washington DC want to declare their adventure a success, and soon. Is that impulse consistent with an orderly, comprehensive debt restructuring? For that matter, what would a restructuring look like if we also assume that Washington wants to line its own pockets with Venezuelan oil revenues, and perhaps to give preferential treatment to oil major creditors (to entice them back into Venezuela)? We don't have answers — but we suspect that those folks in DC don't either. Producer: Leanna Doty

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

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> Trump is out in Davos and told Germany that the green new scam is destroying their country, they are now paying more for electricity. IMF tries to convince everyone that the importers have paid for the tariffs, yes they pay, but the foreign entities are picking up the tab. Trump is planning to distribute $2000 dividend to the people. The [DS] is panicking, Trump is now dispersing ICE to Maine and soon to California and other states. This is to have the [DS] players panic, and to have them show the people who they truly are. The [DS] was fed fake news about ICE. Trump has now won Greenland. The stage is now set for the midterms. Trump is putting everything in place.   Economy https://twitter.com/ElectionWiz/status/2013977810117755184?s=20 (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"); https://twitter.com/disclosetv/status/2013964611230281850?s=20 U.S. importers pay 100% of the tariff taxes. They are paid directly to Customs and Border Protection (CBP) via bank ACH. This is a simple fact. Anything else you read or hear is factually incorrect. Importers can negotiate with foreign exporters (suppliers in other countries) to offset tariff costs, such as by securing lower purchase prices, rebates, or other contractual adjustments that effectively shift some financial burden back to the exporter. This is a common business practice in international trade to maintain competitiveness. However, importers cannot directly obtain funds from foreign governments to pay U.S. customs duties (tariffs), as tariffs are a U.S. revenue tool imposed on the importer of record, not on foreign entities. Foreign governments might offer their own exporters subsidies or incentives in response to tariffs, but those don’t flow directly to U.S. importers for tariff payment. https://twitter.com/profstonge/status/2013716660046213357?s=20 https://twitter.com/KobeissiLetter/status/2013984150835888368?s=20   By The Numbers… Trump’s (Second) First Year In 10 Charts    Since President Trump took office in January 2025, stock indexes have reached new highs.   Economic Growth After a 0.6 percent contraction in the first quarter, U.S. economic growth accelerated and exceeded economists' expectations in 2025, avoiding a feared recession. GDP grew by 3.8 percent in Q2 and 4.3 percent in Q3—the strongest performance in two years.   Inflation Inflation reached 9.1 percent in 2022, the highest level in decades. Although consumer prices remained elevated through 2025, inflation rates were lower than those recorded during the Biden administration.   Trade Despite the trade deficit widening in the first three months of 2025 as businesses rushed to front-run President Donald Trump's global tariffs, America's monthly trade balance has improved substantially.   Employment Since last summer, the U.S. labor market has been characterized by what some economists call “low fire, low hire,” with companies neither reducing nor expanding their workforce.   Gas Prices One of the major achievements of the Trump administration has been the substantial decline in gas prices. From record production to loosening regulations, businesses and consumers have seen lower energy costs.   Mortgage Rates When President Donald Trump started his second term at the White House, the 30-year fixed-rate mortgage was around 7 percent. Since then, it has fallen significantly, even temporarily sliding below 6 percent for the first time in more than three years.       Source: zerohedge.com https://twitter.com/EricLDaugh/status/2013708284016886078?s=20 President Trump won’t need Congress if he can have funds they’ve already appropriated distributed as “tariff dividends” by reframing the payments so they fit within the allocated budget. Similar was done to send $1,776 payments to active military members. https://twitter.com/PatriotVerity/status/2013751222998585779?s=20 Political/Rights Shocking Undercover Video Shows Judges in Ohio Immigration Courts Can be Bribed to Keep Illegals in the US Shocking undercover video obtained by Townhall shows judges in Ohio immigration courts can be bribed to keep illegal aliens in the United States. The footage was posted to X on Tuesday morning. The video sheds light on the underground business of smuggling illegals into the US, helping them get jobs and bribing immigration judges to rule in their favor. A woman identified as Patricia “Pat” Golder claimed in the video that she takes some of the money given to West African migrants in exchange for her bribing judges to rule in their favor. An undercover reporter was introduced to Golder by a woman named Cindy Reis. “She gets them their papers. She does,” Reis told the reporter as she introduced him to Patricia Golder. “He knows about Mulberry Street.” “I try to work with them the best I can,” Golder said. Golder told the reporter that some of the migrants “have papers” and some don't. She said she helps the illegals get jobs but would not name the companies because of “the threat of ICE.” Later on in the video, Golder discloses that she visits judges at bars and restaurants. “If I can get to the judge. You know, that's the only person you want to talk to is the judge,” Golder says with a smile on her face. “Wait, say that again?” the reporter said. “If I can get to the judge it's okay. I make conversation with them,” Golder said. “If the judge says, “Yeah, Okay, $50,000 I send everybody to you,” she said. “I go to the bar like everybody drink. Spot the judge. I say, ‘You work on this date?' He's like, ‘let me see my calendar'…give me my $50G's,” she said. “The judge says that?” the reporter asked in disbelief. Source: thegatewaypundit.com https://twitter.com/disclosetv/status/2014035464999645323?s=20   https://twitter.com/TrumpWarRoom/status/2013729171348877486?s=20 https://twitter.com/DOGEai_tx/status/2014020697207513531?s=20  Judge Paul Engelmayer has ordered a SECOND review of those documents and is now requiring certification of those documents by U.S. Attorney Jay Clayton, while simultaneously blocking the appointment of a special counsel. This is causing MAJOR delays. I will be bringing forward a bill to IMPEACH Judge Engelmayer for obstructing the release of the Epstein files and failure to appoint special counsel! Release the files!  endless procedural roadblocks. Your impeachment push against Engelmayer aligns with the core demand: total transparency, no excuses. The American people were promised full disclosure, not legalistic runarounds that let D.C. insiders dictate what truths see daylight. Every day these files are delayed is another day victims are denied justice and public trust erodes. Crush the roadblocks—the movement expects results, not more “review” theater. https://twitter.com/GOPoversight/status/2014073554505957690?s=20 DOGE https://twitter.com/MarioNawfal/status/2013487919370051717?s=20  by Grok, xAI’s open-source transformer. No manual heuristics. No hidden thumb on the scale. The algorithm predicts 15 different user actions and uses “attention masking” to ensure each post is scored independently, eliminating batch bias. Most interesting? A built-in Author Diversity Scorer prevents any single account from dominating your feed. Researchers, competitors, and critics can now verify exactly how content gets promoted or filtered. Facebook won’t do this. TikTok won’t do this. YouTube won’t do this.