Podcasts about imf

What if a US dollar collapse is not doom talk from the fringe, but simply the logical end of the fiat currency game we are already playing. In this episode, Mike Peterson sits down with investor and author Larry Lepard inside El Salvador's National Palace to unpack the thesis behind The Big Print book and why Larry believes the next massive round of money printing is not a question of if, only when. From the setting to the stakes, this is a conversation about what happens to real people when a reserve currency reaches the edge of the map. Larry Lepard walks through his journey from pure gold bug to running a fund that owns both gold stocks and Bitcoin, and why he still respects gold while expecting Bitcoin to crush it in performance. He and Mike Peterson explore what sound money really means in a world of relentless monetary debasement, why he sees fiat currency as the true enemy, and why he thinks “cash on the sidelines” is a dangerous illusion. If you have ever argued Bitcoin versus gold with friends, this gives you a deeper, more nuanced view from someone who lives on both sides of that trade.From there, the episode dives into macro reality. Larry explains the US debt doom loop, the trapped position of the Federal Reserve, and why the next Big Print could push us closer to a visible US dollar collapse. He talks about the balance sheet, interest expense, QE under different names, and why he thinks fiat currency has no real bottom once confidence breaks. This is not framed as chart guessing. It is framed as a very direct question about where you want your savings when politicians decide that printing is safer than telling the truth.The setting in El Salvador is not a backdrop. Mike Peterson and Lawrence Lepard talk about President Bukele, Bitcoin as legal tender, and what it means for a small country to defy the IMF and move toward a Bitcoin strategy while the United States digs deeper into fiat. They reflect on safety, investment, and whether “Bitcoin Country” was a PR stunt or an early glimpse of a world where sound money policy starts outside traditional power centers. If you are curious about how one nation is already testing ideas while the rest of the world still debates online, this part of the conversation hits hard.Finally, Larry pushes into a future that sounds crazy until you sit with it. He sketches a timeline where Bitcoin trades at 5 million dollars a coin, Michael Saylor runs for president on a sound money and nuclear disarmament platform, and the United States has to confront a real choice between honest money and the old fiat game. It is provocative, it is uncomfortable, and it is exactly the kind of thought experiment that forces you to ask what you actually believe about Bitcoin, the dollar, and the world your family will live in. If this episode moves something in you, subscribe, share it with someone who still trusts the system by default, and let us know in the comments where you stand after hearing it.-Bitcoin Beach TeamConnect and Learn more about Larry Lepard:X: https://x.com/lawrencelepard Web: https://ema2.com/ Support and follow Bitcoin Beach:X: https://www.twitter.com/BitcoinBeach IG: https://www.instagram.com/bitcoinbeach_sv TikTok: https://www.tiktok.com/@livefrombitcoinbeach Web: https://www.bitcoinbeach.com Browse through this quick guide to learn more about the episode:00:00 How does Lawrence Lepard imagine a Michael Saylor 2032 presidency and a Bitcoin sound money standard01:35 Why are Mike Peterson and Lawrence Lepard recording this Bitcoin conversation inside El Salvador's National Palace02:29 Why does Larry believe “the big print is imminent” and fiat currency is at the end of the road05:03 How did Lawrence Lepard go from gold bug to running a fund that owns both gold stocks and Bitcoin09:02 Is the clasLive From Bitcoin Beach

The Last Trade: Bitcoin sentiment has cratered after a 30% drawdown, but the thesis hasn't changed. Cycles are dead, liquidity is turning, and gold's strength signals what's next for BTC. Fundamentals are stronger than ever as custody, rails, and institutional demand quietly build beneath the noise.---

Marnix van Rij heeft een hele loopbaan in politiek en bestuur achter de rug. Raadslid, wethouder, CDA-partijvoorzitter, Eerste-Kamerlid, nog een keer partijvoorzitter ad interim, staatssecretaris fiscaliteit en Belastingdienst in Rutte IV en nu plaatsvervangend bewindvoerder bij het IMF in Washington. Zijn nieuwe boek Reflecties van een politieke optimist gaat over de voorbije vijf jaar en de vele perikelen die hij in die partij en dat kabinet van zeer dichtbij meemaakte. Jaap Jansen en PG Kroeger praten met hem over de lessen uit die troebelen en de mensen en momenten die daarvoor bepalend waren. *** Deze aflevering is mede mogelijk gemaakt met donaties van luisteraars die we hiervoor hartelijk danken. Word ook vriend van de show! Heb je belangstelling om in onze podcast te adverteren of ons te sponsoren? Zend ons een mailtje en wij zoeken contact. *** Begin 2021 viel hij in als CDA-voorzitter nadat Rutger Ploum de verantwoordelijkheid voor de missers in de verkiezingscampagne op zich had genomen. Een verlies van 19 naar 15 zetels bleek nog het minste pijnpunt. Van Rij ontdekte dat de partijtop en de organisatie overladen waren met een reeks conflicten, frustraties en pijnpunten. Het leiderschap van Wopke Hoekstra was aangeslagen, bewindslieden communiceerden niet meer met elkaar, Mona Keijzer werd door Mark Rutte zelfs ontslagen. De achterban roerde zich, niet in het minst de mensen en afdelingen die zich vooral thuis voelden bij Pieter Omtzigt. Maar die was overspannen afgehaakt, hield hof in Enschede en richtte uiteindelijk een eigen partij op. In retrospectief ziet Van Rij dat Omtzigt zijn partij gijzelde door vaag te blijven over zijn intenties, zijn mate van loyaliteit en de behoefte om zijn gekwetste gemoed te laten strelen. Daarbij merkte hij dat Omtzigt niet was wie hij meende te zijn. Bij hem was sprake was van een radicalisering waarin hij ontkoppeld raakte van de christendemocratie. Ook Van Rij slaagde er niet in een dialoog zonder wantrouwen te laten ontstaan - ook al omdat Omtzigt zich ondanks zijn slechte toestand in hoge mate bleef mengen in het Haagse en interne CDA-debat. Toen uit zijn kring van medestanders een geheim evaluatiedocument gelekt werd, was zijn rol uitgespeeld, ondanks alle pogingen hem 'bij de club te houden'. Terugblikkend stelt Van Rij dat het vertrek van Omtzigt – en ook van Mona Keijzer, die naar BBB overstapte – uiteindelijk bevrijdend werkte. Een nieuwe generatie met een eigentijds wereldbeeld kon het CDA nu nieuw perspectief geven. Terwijl hij in Rutte IV als staatssecretaris zijn handen vol had, werd hij in de kabinetsformatie van 2023-2024 juist door Omtzigt en diens NSC intensief geraadpleegd. Geert Wilders polste hem daarop als informateur, om Ronald Plasterk op te volgen. Van Rij vond Plasterks werkwijze onzuiver en de uitkomst tamelijk funest. Niettemin werd hij door NSC alvast gepolst of hij niet zou willen aanblijven op Financiën, gelet op de grote problemen daar en de afhandeling van de toeslagenellende. Hij zei niet meteen nee, zo blijkt. In de volgende fase van de kabinetsformatie tussen PVV, VVD, NSC en BBB werd het nog gekker. Omtzigt nodigde Van Rij uit voor een gesprek en vertelde ‘dat dit een dag zou worden die ik nooit zou vergeten’. Want nadat Plasterk zich wegens een integriteitskwestie onmogelijk had gemaakt, zou Wilders hem gaan polsen voor het premierschap. Hoewel de nieuwe CDA-leider Henri Bontenbal helder had gesteld geen CDA'ers in het nieuwe kabinet te willen zien, ging Van Rij toch praten. Het gesprek met formateur Richard van Zwol en de vier fractieleiders duurde een uur. Duidelijk werd dat een premier van buiten de coalitie meer een etalagepop zou worden dan een leider. Het hoofdlijnenakkoord was bovendien zo anti-Europees dat Van Rij daar toch wel buikpijn van kreeg. En: “Als democraat vond ik dat Wilders zélf premier had moeten worden." Toen werd het Dick Schoof, de laatste in het rijtje potentiële premiers. Voor de huidige kabinetsformatie komt Van Rij met nuttige wenken. En uit zijn werk in Rutte IV heeft hij twee cruciale agendapunten waar een nieuw kabinet direct 'meters kan maken'. Het saneren van ondoelmatige fiscale regelingen is helder in kaart gebracht. Hier is een ruimte van tientallen miljarden belastinggeld die veel effectiever ingezet kunnen worden. Als wezenlijke les uit de enquêtes en rapportages over het falen van overheidsinstanties zou een nieuw kabinet een Nederlandse versie van het Amerikaanse 'Handvest voor de rechten van belastingbetalers en toeslagengerechtigden' kunnen vaststellen. Burgers en uitvoeringsorganisaties weten dan wat zulke rechten zijn en hoe burgers met respect en helderheid bejegend moeten worden. "Zo bouw je aan herstel van vertrouwen." *** Verder luisteren 382 - 250 jaar Verenigde Staten: de Boston Tea Party en de rechtsbescherming van belastingbetalers in Nederland 291 – De dubbele jaren van staatssecretaris Marnix van Rij 545 - Het verfijnde advies van Wouter Koolmees en de struikelpartij van Hans Wijers, die de toekomstagenda al in z'n hoofd had 543 – Kabinetsformatie: Hoe verkenner Wouter Koolmees een ‘nieuw moment’ kan creëren 541 - De terugkeer van het politieke midden 501 - Den Haag zonder Omtzigt en een Voorjaarsnota zonder beleid 491 - De voortdurende twijfels van Nieuw Sociaal Contract 448 - Premier zonder kompas 410 - De Pirouette van Putters 398 - Kabinetsformatie 2024: de lege stoel van Pieter Omtzigt 386 – Ronald Plasterk, een verkenner met passie 212 - Het CDA zoekt zichzelf, Richard van Zwol en Pieter Jan Dijkman wijzen de weg *** Tijdlijn 00:00:00 – Deel 1 00:39:39 – Deel 2 01:03:30 – Deel 3 01:21:24 – EindeSee omnystudio.com/listener for privacy information.

Welcome to the Daily Compliance News. Each day, Tom Fox, the Voice of Compliance, brings you compliance-related stories to start your day. Sit back, enjoy a cup of morning coffee, and listen in to the Daily Compliance News. All, from the Compliance Podcast Network. Each day, we consider four stories from the business world, compliance, ethics, risk management, leadership, or general interest for the compliance professional. Top stories include: The IMF says corruption costs Pakistan 6% of its annual growth. (Reuters) Larry Summers steps back from public life. (NYT) Mexico is the biggest supplier and buyer. (NYT) Criminal corruption in South Africa. (FT) The Daily Compliance News has been honored as No. 2 in the Best Regulatory Compliance Podcasts category. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sub-Saharan Africa is holding its own despite a deteriorating global trade and aid landscape. The latest outlook projects growth to remain steady at 4.1 percent this year with a modest pickup in 2026. While the region has once again proven its resilience, what will it take to realize its full potential? IMF Economist Athene Laws helps pull together the biannual Regional Economic Outlook for sub-Saharan Africa. In this podcast, she says removing barriers to private firm growth is crucial for providing the jobs needed by the region's young and rapidly expanding labor force. Transcript: https://bit.ly/4i7F6vt Read the full report at IMF.org

In today’s episode, Ben O’Shea unpacks the news Meta is PURGING teen users before the Government’s U16 social media ban kicks in. Plus, why the IMF is demanding a GST increase to save the Australian economy.See omnystudio.com/listener for privacy information.

Kia ora,Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with markets investors are looking sceptically at restarted US data and the outstanding Nvidia result.First, the American initial jobless claims reporting has restarted, and they say 216,700 new people filed for these benefits last week, up from 214,000 in the same week a year ago. There are now 1.727 mln people on these benefits, up from 1.66 mln a year ago and the highest since 2021.And for the record, they released their September non-farm payrolls report overnight too, claiming +119,000 new jobs created in the month. The non-seasonally adjusted data records a rise from the same month a year earlier of +1.2 mln, the least year-on-year rise since the pandemic. The related wage growth data was weak. And they also announced that they will not be releasing an October report.Meanwhile, the Philly Fed factory survey for October weakened again, including for factory orders. Inflation pressures were reported as higher. Despite all this extended depressed state, these firms say they are optimistic about the future.It was the inverse story for the same report from the Kansas City Fed. Current conditions were mildly positive and stable, cost pressures eased, but future prospects are less enthusiastic. New order levels dipped here too, but only slightly.In Canada, their October PPI came in +6.0% higher than year-ago levels, a rise. They may be surviving the trade war punishment from the US, but it is coming with higher costs.In Taiwan, their October export orders rose +25% from the same month a year ago. As high as that is, it just continues the stellar expansion they have reported all year.In China, they say they are going to extend their trade-in subsidy program, to keep their modest consumer spending levels underpinned.And as widely anticipated, the People's Bank of China kept its key lending rates at record lows for a sixth consecutive month in November. But there is increasing talk that they will be [pressured into reducing them at some stage to weigh against below-target growth.In Europe, German producer prices fell in October, down -1.8% from the same month a year ago.In Australia, the IMF told them that they should hike their GST, abandon their tax cuts, and spend more carefully if it wants to keep a fiscally sustainable economy.And Australia released its GDP by State (they call it GSP). On a real basis for the year to June 2025, NSW expanded +0.9%, Victoria by +1.1%, Queensland by +2.2%, South Australia by +1.0% and Western Australia by +1.3% from the equivalent 2023/24 year. The national rise was +1.4%. But on a per capita basis, only Queensland and Tasmania recorded gains. Nationally it was a -0.3% decline per capita.Global freight rates for container cargoes were unchanged over the past week, to sit -46% lower than year ago levels. But the weekly change masks rising outbound China to Europe rates, while outbound China to the US rates are falling. Meanwhile, bulk cargo freight rates rose +11% over the past week and are now +39% higher than a year ago.The UST 10yr yield is now at 4.11%, unchanged from this time yesterday.The price of gold will start today at US$4055/oz, and down -US$16 from this time yesterday.American oil prices have softened another -50 USc from yesterday to be just under US$59/bbl, with the international Brent price little-changed and still under US$63.50/bbl.The Kiwi dollar is now at just on 56 USc, and unchanged from yesterday. Against the Aussie we are up +10 bps at 86.8 AUc. Against the euro we are little-changed at 48.6 euro cents. That all means our TWI-5 starts today at just over 60.7, and little-changed from yesterday, and still its lowest since July 2009.The bitcoin price starts today at US$87,411 and down another -2.4% from yesterday and -11% below year-ago levels. In fact, it is falling as we publish. Volatility over the past 24 hours has been moderate at just on +/- 2.4%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again on Monday.

Friday 21 November 2025 Corporate governance at ASX listed companies is again in the headlines, after DroneShield says its CEO and chair sold shares after the release of incorrect information. The ASX surges on the back of a strong result from Wall Street tech leader Nvidia. The IMF tells the federal government to reform the economy if it wants to boost living standards. Australia dumps its bid to host COP31 next year, but gets a consolation prize. Only one local winery named in the world’s top 50 vineyards. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, ten ways to save big this Black Friday. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

There has been a sense for some time that Minister for Finance Paschal Donohoe's next move was never going to be to some other role in Leinster House.Instead it has long been expected that his side gig as President of the Eurogroup since July 2020 would lead to a top job on the financial world stage - the IMF was mentioned regularly. The question was when might he hand in his notice.Yesterday Donohoe announced that he had resigned his job and will start his new job as number two at the World Bank in Washington on Monday.Irish Times political correspondent Ellen Coyne explains the political fallout to his move, while economics correspondent Eoin Burke-Kennedy outlines what the job will entail.Presented by Bernice Harrison. Produced by Suzanne Brennan. Hosted on Acast. See acast.com/privacy for more information.

It's been 15 years since the arrival of the IMF to Ireland after the financial crash. The IMF programmes after 2008 were the first European programmes for the body since 1953. This, along with the major work the IMF has done in developing countries, make it one of the most influential world organisations in times of crisis.Joining Ciara Doherty to discuss is Colm McCarthy, Economist and Pat Leahy, Irish Times Political Editor.

Aandeelhouders van Tesla hebben vorige week een zeer royaal verloningspakket goedgekeurd voor Elon Musk. Danny Reweghs vertelt wat dat zegt over het huidige beurstijdsgewricht. Daarnaast bespreekt hij de resultaten van twee overheidsbedrijven: bpost en Proximus. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht.  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aandeelhouders van Tesla hebben vorige week een zeer royaal verloningspakket goedgekeurd voor Elon Musk. Danny Reweghs vertelt wat dat zegt over het huidige beurstijdsgewricht. Daarnaast bespreekt hij de resultaten van twee overheidsbedrijven: bpost en Proximus.   De Trends Beleggen podcast is een productie van Trends. Meer info en advies voor uw beleggingen op www.trends.be/beleggen. Elke dag beleggingsadvies in uw mailbox, registreer u gratis op één van de e-newsletters op www.trends.be/newsletters. De Trends Beleggen podcast komt tot stand met de gewaardeerde steun van ING. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Vandaag duiken we in het IMF World Economic Outlook van oktober 2025, met de veelzeggende titel “Global Economy in Flux, Prospects Remain Dim", de wereldeconomie is in beweging. Maar de vooruitzichten blijven echter somber. Peter De Keyzer geeft meer duiding in zijn wekelijkse bijdrage. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht.  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

How do you run a $2 trillion segment of the economy with just a book?In today's episode of Bricks and Bytes, we had Dmitry Alexin from Handoff and we got to learn about how AI is transforming residential construction, why 90% of US construction firms are one-person operations struggling with back-office work, and how a former IMF economist ended up building technology that delivers cost estimates in 30 seconds... and many more!Tune in to find out about:✅ Why traditional construction cost data is stuck in the physical book era and how real-time APIs are changing the game✅ How contractors can now delegate entire workflows to an AI agent through simple voice commands while driving between jobs✅ Why selling to residential contractors requires throwing out the enterprise playbook and leading with instant product value✅ The surprising shift of professionals from marketing and accounting backgrounds entering residential construction with a software-first mindsetWatch now to hear Dmitry's journey from GDP forecasting during the Ebola pandemic to revolutionizing how residential contractors run their businesses.Our Sponsor: Archdesk -  “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comBuildVision -   streamlining the construction supply chain with a unified platform - www.buildvision.ioAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coChapters00:00 Intro03:40 Introduction to Handoff and Its Purpose06:41 Dmitry's Background and Transition to Construction09:30 The Data Challenge in Construction12:49 Building the First Real-Time API for Construction Prices15:35 The Evolution of Handoff and Its Features18:37 The Importance of Accurate Estimating21:37 The Role of AI in Construction Estimating24:40 Understanding Labor and Material Costs27:32 Streamlining Procurement Processes30:36 Product-Led Growth Strategy33:35 Overcoming Skepticism in the Industry37:55 Leading with Value: Product-Led Growth38:42 Go-To-Market Strategies: Finding Your Audience43:24 Targeting Residential Contractors: A Strategic Choice46:54 The Role of AI Agents in Construction Tech49:25 Learning from Failures: Experimentation in Startups55:35 Future of Construction: Robotics and Material Science58:60 Funding Insights: Building a Diverse Investor Base01:05:05 Advice for Technical Founders: Embracing Humility01:07:15 Join the Team: Opportunities at Handoff

Việt Nam đặt mục tiêu tăng trưởng năm 2026 đạt 10% trở lên “để tạo đà, tạo lực, tạo thế cho tăng trưởng hai con số trong những năm tiếp theo, GDP đầu người đạt 5.500 đô la” (1). Đây là hai trong số 15 chỉ tiêu về kinh tế-xã hội trong kế hoạch dự kiến năm 2026 để đạt hai mục tiêu 100 năm đã đề ra : Đến năm 2030 trở thành nước đang phát triển có công nghiệp hiện đại, thu nhập trung bình cao; đến năm 2045 trở thành nước phát triển, thu nhập cao. Ngày 19/10/2025, thủ tướng Phạm Minh Chính thừa nhận mục tiêu tăng trưởng GDP hai con số những năm tới là không dễ đạt được, nhưng không thể không làm. Chính phủ duy trì mức tăng trưởng 8% cho năm 2025 (thấp hơn so với dự báo hồi đầu năm) nhờ vào việc “nền kinh tế Việt Nam đã chứng minh được khả năng phục hồi bất chấp những cú sốc bên ngoài”. Tuy nhiên, các định chế tài chính, ngân hàng quốc tế đưa ra mức thẩm định thấp hơn : từ 6,5% đến 6,7%. Chính phủ xác định phải thay đổi mô hình kinh tế, hiện vẫn dựa vào gia công, nhập khẩu và mô hình tăng trưởng, chủ yếu đến từ vốn, lao động (2). Tuy nhiên, những thay đổi này liệu có thể mang lại kết quả ngay năm 2026 để góp phần cho mục tiêu tăng trưởng 10% ? Tăng trưởng của Việt Nam vẫn phụ thuộc rất lớn vào xuất khẩu, đặc biệt là thị trường Mỹ, mức thuế hải quan 20% áp dụng đối với hàng hóa của Việt Nam, cũng như những xáo trộn trên thế giới do thuế đối ứng của Mỹ, sẽ tiếp tục tác động như thế nào đến hoạt động xuất khẩu của Việt Nam năm 2026 ? Ông Hubert Testard, chuyên gia về châu Á và các thách thức kinh tế quốc tế, tổng biên tập báo mạng Asialyst chuyên về châu Á, chia sẻ một số nhận định với RFI Tiếng Việt. RFI : Chính phủ Việt Nam đưa ra dự báo tăng trưởng GDP năm 2025 là 8%. Vào tháng 9, Ngân hàng Phát triển châu Á (ADB) đưa ra dự báo là khoảng 6,7%, còn Ngân hàng Thế giới là 6,6%, Quỹ Tiền tệ Quốc tế là 6,5%. Có thể thấy sự khác biệt rất rõ giữa những mức dự báo này. Liệu chúng ta có thể lạc quan về dự báo được chính phủ Việt Nam đưa ra không ? Hubert Testard : Đúng là có sự khác biệt giữa dự báo chính thức của chính phủ Việt Nam, khá là lạc quan cho năm 2025, và dự báo của các tổ chức quốc tế. Sự khác biệt này có thể là do những gì xuất hiện trong báo cáo của các tổ chức quốc tế thường dựa trên dữ liệu chậm hơn ngày công bố từ một đến hai tháng. Ví dụ, Quỹ Tiền Tệ Quốc Tế - IMF vừa công bố báo cáo thường niên vào ngày 15/10, nhưng dữ liệu đối với Việt Nam có lẽ là những dữ liệu dừng lại vào cuối tháng 8. Vấn đề ở chỗ là Việt Nam đã ghi nhận kết quả quý III rất tốt, với mức tăng trưởng hơn 8% một chút. Và đó là lý do khiến chính phủ Việt Nam lạc quan về tăng trưởng cả năm. Nhưng chúng ta biết rằng quý IV sẽ ít khả quan hơn vì áp lực từ thuế quan của Mỹ. Xuất khẩu của Việt Nam sang Hoa Kỳ trong quý I đã rất tốt vì các nhà xuất khẩu lường trước được những vấn đề này và do đó, xuất khẩu của Việt Nam sang Mỹ đã tăng gần 30% trong nửa đầu năm. Nhưng rõ ràng, giờ đây mọi chuyện không thể như cũ được nữa và sẽ có tác động trong quý IV. Đọc thêmMỹ-Việt công bố tuyên bố chung về thỏa thuận khung thương mại, Hà Nội vẫn chịu mức thuế quan 20% Nhưng vì kết quả quý III rất tốt, tôi nghĩ rằng nhìn chung, kết quả cả năm sẽ không chênh lệch quá nhiều so với dự báo của chính phủ. Tôi nghĩ con số này sẽ tốt hơn so với những gì Quỹ Tiền Tệ Quốc Tế hoặc Ngân Hàng Thế Giới dự báo trong số liệu chính thức hiện nay của họ. Theo tôi, kết quả sẽ đạt trên 7% trong năm nay. RFI : Ngày 20/10, thủ tướng Phạm Minh Chính nhấn mạnh “kinh tế Việt Nam khẳng định đủ sức chống chịu trước các cú sốc bên ngoài, tăng trưởng cao hàng đầu thế giới”. Liệu điều này có thể giúp đạt được mục tiêu tăng trưởng 10% cho năm 2026 ? Hubert Testard : Mức 10% vào năm 2026, trái lại, lại quá lạc quan, rất tham vọng. Và theo tôi, có lẽ không thể đạt được đối với Việt Nam, bởi vì bối cảnh quốc tế trong năm 2026 sẽ bớt thuận lợi hơn nhiều. Trước tiên là mức thuế quan trung bình 20% của Mỹ mà ai cũng biết, nhưng cũng phải kể đến nhiều mức thuế đặc biệt khác đối với ô tô, thép, nhôm. Gần đây, còn có một vấn đề khác đối với các nhà xuất khẩu thủy sản Việt Nam, với thông báo ngừng xuất khẩu một số mặt hàng vào năm 2026. Tất cả những điểm này sẽ có tác động nhất định. Ngoài ra, bối cảnh chung ở một số nước khác cũng không đặc biệt hơn. Nghĩa là, nhu cầu của Trung Quốc không mạnh lắm, châu Âu đang cố gắng hạn chế dòng hàng nhập khẩu từ châu Á, đặc biệt là từ Trung Quốc. Vì vậy, bối cảnh quốc tế sẽ kém thuận lợi hơn. Tất cả các tổ chức quốc tế đều dự đoán năm 2026 sẽ có mức tăng trưởng kém hơn một chút so với năm 2025. Vì vậy, việc đạt được 10% trong bối cảnh này, đối với tôi, là không được khả thi lắm. RFI : Ông vừa nhắc đến mức thuế 20% của Mỹ, khả năng thủy sản Việt Nam không được xuất khẩu sang Mỹ năm 2026… những biện pháp này có tác động đến GDP của Việt Nam không trong khi năm 2024, xuất khẩu sang Hoa Kỳ chiếm khoảng 30% GDP của Việt Nam ? Hubert Testard : Có, chắc chắn là có. Đã có những đánh giá về tác động này, nhưng chúng ta hãy chờ xem tác động thực sự như thế nào. Theo Quỹ Tiền Tệ Quốc tế - IMF, tác động của chủ nghĩa bảo hộ mậu dịch của Mỹ gây thiệt hại ít nhất là khoảng 0,5 đến 0,7% GDP cho Việt Nam. Đó là một cú sốc đáng kể và có thể bù đắp được nếu Việt Nam thúc đẩy nhiều hơn nhu cầu nội địa và đa dạng hóa trao đổi thương mại quốc tế. Tuy nhiên, đây vẫn là một cú sốc tiềm tàng khá mạnh. Chương trình Phát triển Liên Hiệp Quốc (UNDP) cũng ước tính xuất khẩu của Việt Nam sang Hoa Kỳ có thể giảm 20%. Tôi thấy con số này hơi quá. Nhưng rõ ràng là vẫn sẽ có một cú sốc rất lớn, cho nên Việt Nam sẽ phải bù đắp cú sốc này bằng nhiều biện pháp khác nhau trên thị trường nội địa cũng như đa dạng hóa trao đổi thương mại. Đọc thêmViệt Nam : “Bạn” hay “thù” trong chính sách đánh thuế của Trump ? RFI : Mô hình tăng trưởng của Việt Nam phụ thuộc vào tín dụng ngân hàng, đầu tư công và xuất khẩu, chủ yếu từ các nhà đầu tư nước ngoài. Liệu mô hình này có còn phù hợp trong tương lai ? Hubert Testard : Rõ ràng là phải thay đổi mô hình này. Đó là điều mà Tổ chức Hợp tác và Phát triển Kinh tế (OCDE) khuyến nghị trong báo cáo tháng 06/2025 về Việt Nam. Tổ chức này đưa ra một loạt đề xuất để mô hình tăng trưởng của Việt Nam tiến triển. Tôi nghĩ là trong bối cảnh nhu cầu quốc tế sẽ phức tạp, Việt Nam cần phát triển nhu cầu nội địa nhiều hơn hiện tại. Dù sao vẫn có một số điểm tích cực, ví dụ như tiền lương ở Việt Nam đang tăng nhanh hơn so với các nước ASEAN khác. Và đó là một cách tốt để hỗ trợ nhu cầu nội địa. Nhưng vẫn còn nhiều vấn đề khác, ví dụ, chi tiêu về xã hội rõ ràng là không đủ, đặc biệt là cho người cao tuổi. Cho nên lương hưu, đặc biệt là lương hưu tối thiểu, là một vấn đề. Ngoài ra, chi tiêu cho giáo dục, đặc biệt là giáo dục đại học, cũng không đủ. Chúng ta biết rằng kinh phí mà thanh niên Việt Nam phải trả để học đại học là quá cao, và khiến một bộ phận người trẻ không muốn hoặc không thể theo học. Đó là điều cần phải thay đổi bởi vì Việt Nam ngày càng cần một lực lượng lao động được đào tạo bài bản và có trình độ để đạt được tăng trưởng hiệu quả hơn và hướng tới các công nghệ khác. Đọc thêmĐể duy trì tăng trưởng cao, Việt Nam buộc phải thúc đẩy khu vực kinh tế tư nhân Ngoài ra, còn có một vấn đề tiềm ẩn khác đang bắt đầu nổi lên, đó là tình trạng lão hóa dân số. Hiện nay, những người trên 65 tuổi chiếm 15% dân số Việt Nam, còn khá thấp so với các quốc gia khác. Tuy nhiên, điều này sẽ thay đổi rất nhanh chóng và sẽ đạt hơn 30% vào năm 2050, đồng nghĩa với việc chi tiêu xã hội cho y tế và hưu trí sẽ tăng đáng kể. Như vậy, chính phủ cần tìm cách tài trợ cho chi tiêu xã hội và làm thay đổi phát triển mô hình xã hội Việt Nam. RFI : Gần đây thiệt hại do thiên tai gây ra ở Việt Nam cũng được đề cập. Theo đánh giá sơ bộ, thiệt hại này chiếm khoảng 2% GDP. Liệu đây có phải là một tác động cần được xem xét cho tăng trưởng ở Việt Nam ? Hubert Testard : Như chúng ta đã biết, biến đổi khí hậu vẫn đang tiếp tục gây ra những tác động, và Việt Nam nằm trong số những nước bị tác động nặng. Chị nhắc đến khoảng 2%, nhưng có khả năng con số này sẽ tăng lên trong những năm tới. Điều đó có nghĩa là, chúng ta không nên kỳ vọng vào việc các cú sốc khí hậu sẽ giảm đi, mà ngược lại sẽ gia tăng. Vì vậy, ở điểm này, Việt Nam cần đầu tư nhiều hơn để có thể ứng phó với những cú sốc trong tương lai. Ngoài ra còn có một khía cạnh khác, đó là quá trình chuyển đổi năng lượng của Việt Nam nhằm giảm phát khí thải gây hiệu ứng nhà kính. Đây cũng là một dự án đầu tư lớn được tiến hành tại Việt Nam. Có thể thấy là có nhiều dự án đã được khởi động, mọi việc tiến triển, nhưng vẫn còn rất xa mục tiêu được đặt ra cho năm 2050. Cho nên chính phủ Việt Nam vẫn còn rất nhiều việc phải làm. RFI Tiếng Việt xin chân thành cảm ơn chuyên gia Hubert Testard, tổng biên tập báo mạng Asialyst chuyên về châu Á.  (1) Quốc hội thảo luận mục tiêu tăng trưởng 2026 từ 10%, GDP đầu người đạt 5.500 USD 2/ Chính phủ đặt mục tiêu GDP năm 2026 tăng 10%

14.00 IMF ประเมินเศรษฐกิจไทยปี 2568 ชะตัวลงเหลือ 2.1% จากปัจจัยเสี่ยงที่เพิ่มขึ้น

Việt Nam đặt mục tiêu tăng trưởng năm 2026 đạt 10% trở lên “để tạo đà, tạo lực, tạo thế cho tăng trưởng hai con số trong những năm tiếp theo, GDP đầu người đạt 5.500 đô la” (1). Đây là hai trong số 15 chỉ tiêu về kinh tế-xã hội trong kế hoạch dự kiến năm 2026 để đạt hai mục tiêu 100 năm đã đề ra : Đến năm 2030 trở thành nước đang phát triển có công nghiệp hiện đại, thu nhập trung bình cao; đến năm 2045 trở thành nước phát triển, thu nhập cao. Ngày 19/10/2025, thủ tướng Phạm Minh Chính thừa nhận mục tiêu tăng trưởng GDP hai con số những năm tới là không dễ đạt được, nhưng không thể không làm. Chính phủ duy trì mức tăng trưởng 8% cho năm 2025 (thấp hơn so với dự báo hồi đầu năm) nhờ vào việc “nền kinh tế Việt Nam đã chứng minh được khả năng phục hồi bất chấp những cú sốc bên ngoài”. Tuy nhiên, các định chế tài chính, ngân hàng quốc tế đưa ra mức thẩm định thấp hơn : từ 6,5% đến 6,7%. Chính phủ xác định phải thay đổi mô hình kinh tế, hiện vẫn dựa vào gia công, nhập khẩu và mô hình tăng trưởng, chủ yếu đến từ vốn, lao động (2). Tuy nhiên, những thay đổi này liệu có thể mang lại kết quả ngay năm 2026 để góp phần cho mục tiêu tăng trưởng 10% ? Tăng trưởng của Việt Nam vẫn phụ thuộc rất lớn vào xuất khẩu, đặc biệt là thị trường Mỹ, mức thuế hải quan 20% áp dụng đối với hàng hóa của Việt Nam, cũng như những xáo trộn trên thế giới do thuế đối ứng của Mỹ, sẽ tiếp tục tác động như thế nào đến hoạt động xuất khẩu của Việt Nam năm 2026 ? Ông Hubert Testard, chuyên gia về châu Á và các thách thức kinh tế quốc tế, tổng biên tập báo mạng Asialyst chuyên về châu Á, chia sẻ một số nhận định với RFI Tiếng Việt. RFI : Chính phủ Việt Nam đưa ra dự báo tăng trưởng GDP năm 2025 là 8%. Vào tháng 9, Ngân hàng Phát triển châu Á (ADB) đưa ra dự báo là khoảng 6,7%, còn Ngân hàng Thế giới là 6,6%, Quỹ Tiền tệ Quốc tế là 6,5%. Có thể thấy sự khác biệt rất rõ giữa những mức dự báo này. Liệu chúng ta có thể lạc quan về dự báo được chính phủ Việt Nam đưa ra không ? Hubert Testard : Đúng là có sự khác biệt giữa dự báo chính thức của chính phủ Việt Nam, khá là lạc quan cho năm 2025, và dự báo của các tổ chức quốc tế. Sự khác biệt này có thể là do những gì xuất hiện trong báo cáo của các tổ chức quốc tế thường dựa trên dữ liệu chậm hơn ngày công bố từ một đến hai tháng. Ví dụ, Quỹ Tiền Tệ Quốc Tế - IMF vừa công bố báo cáo thường niên vào ngày 15/10, nhưng dữ liệu đối với Việt Nam có lẽ là những dữ liệu dừng lại vào cuối tháng 8. Vấn đề ở chỗ là Việt Nam đã ghi nhận kết quả quý III rất tốt, với mức tăng trưởng hơn 8% một chút. Và đó là lý do khiến chính phủ Việt Nam lạc quan về tăng trưởng cả năm. Nhưng chúng ta biết rằng quý IV sẽ ít khả quan hơn vì áp lực từ thuế quan của Mỹ. Xuất khẩu của Việt Nam sang Hoa Kỳ trong quý I đã rất tốt vì các nhà xuất khẩu lường trước được những vấn đề này và do đó, xuất khẩu của Việt Nam sang Mỹ đã tăng gần 30% trong nửa đầu năm. Nhưng rõ ràng, giờ đây mọi chuyện không thể như cũ được nữa và sẽ có tác động trong quý IV. Đọc thêmMỹ-Việt công bố tuyên bố chung về thỏa thuận khung thương mại, Hà Nội vẫn chịu mức thuế quan 20% Nhưng vì kết quả quý III rất tốt, tôi nghĩ rằng nhìn chung, kết quả cả năm sẽ không chênh lệch quá nhiều so với dự báo của chính phủ. Tôi nghĩ con số này sẽ tốt hơn so với những gì Quỹ Tiền Tệ Quốc Tế hoặc Ngân Hàng Thế Giới dự báo trong số liệu chính thức hiện nay của họ. Theo tôi, kết quả sẽ đạt trên 7% trong năm nay. RFI : Ngày 20/10, thủ tướng Phạm Minh Chính nhấn mạnh “kinh tế Việt Nam khẳng định đủ sức chống chịu trước các cú sốc bên ngoài, tăng trưởng cao hàng đầu thế giới”. Liệu điều này có thể giúp đạt được mục tiêu tăng trưởng 10% cho năm 2026 ? Hubert Testard : Mức 10% vào năm 2026, trái lại, lại quá lạc quan, rất tham vọng. Và theo tôi, có lẽ không thể đạt được đối với Việt Nam, bởi vì bối cảnh quốc tế trong năm 2026 sẽ bớt thuận lợi hơn nhiều. Trước tiên là mức thuế quan trung bình 20% của Mỹ mà ai cũng biết, nhưng cũng phải kể đến nhiều mức thuế đặc biệt khác đối với ô tô, thép, nhôm. Gần đây, còn có một vấn đề khác đối với các nhà xuất khẩu thủy sản Việt Nam, với thông báo ngừng xuất khẩu một số mặt hàng vào năm 2026. Tất cả những điểm này sẽ có tác động nhất định. Ngoài ra, bối cảnh chung ở một số nước khác cũng không đặc biệt hơn. Nghĩa là, nhu cầu của Trung Quốc không mạnh lắm, châu Âu đang cố gắng hạn chế dòng hàng nhập khẩu từ châu Á, đặc biệt là từ Trung Quốc. Vì vậy, bối cảnh quốc tế sẽ kém thuận lợi hơn. Tất cả các tổ chức quốc tế đều dự đoán năm 2026 sẽ có mức tăng trưởng kém hơn một chút so với năm 2025. Vì vậy, việc đạt được 10% trong bối cảnh này, đối với tôi, là không được khả thi lắm. RFI : Ông vừa nhắc đến mức thuế 20% của Mỹ, khả năng thủy sản Việt Nam không được xuất khẩu sang Mỹ năm 2026… những biện pháp này có tác động đến GDP của Việt Nam không trong khi năm 2024, xuất khẩu sang Hoa Kỳ chiếm khoảng 30% GDP của Việt Nam ? Hubert Testard : Có, chắc chắn là có. Đã có những đánh giá về tác động này, nhưng chúng ta hãy chờ xem tác động thực sự như thế nào. Theo Quỹ Tiền Tệ Quốc tế - IMF, tác động của chủ nghĩa bảo hộ mậu dịch của Mỹ gây thiệt hại ít nhất là khoảng 0,5 đến 0,7% GDP cho Việt Nam. Đó là một cú sốc đáng kể và có thể bù đắp được nếu Việt Nam thúc đẩy nhiều hơn nhu cầu nội địa và đa dạng hóa trao đổi thương mại quốc tế. Tuy nhiên, đây vẫn là một cú sốc tiềm tàng khá mạnh. Chương trình Phát triển Liên Hiệp Quốc (UNDP) cũng ước tính xuất khẩu của Việt Nam sang Hoa Kỳ có thể giảm 20%. Tôi thấy con số này hơi quá. Nhưng rõ ràng là vẫn sẽ có một cú sốc rất lớn, cho nên Việt Nam sẽ phải bù đắp cú sốc này bằng nhiều biện pháp khác nhau trên thị trường nội địa cũng như đa dạng hóa trao đổi thương mại. Đọc thêmViệt Nam : “Bạn” hay “thù” trong chính sách đánh thuế của Trump ? RFI : Mô hình tăng trưởng của Việt Nam phụ thuộc vào tín dụng ngân hàng, đầu tư công và xuất khẩu, chủ yếu từ các nhà đầu tư nước ngoài. Liệu mô hình này có còn phù hợp trong tương lai ? Hubert Testard : Rõ ràng là phải thay đổi mô hình này. Đó là điều mà Tổ chức Hợp tác và Phát triển Kinh tế (OCDE) khuyến nghị trong báo cáo tháng 06/2025 về Việt Nam. Tổ chức này đưa ra một loạt đề xuất để mô hình tăng trưởng của Việt Nam tiến triển. Tôi nghĩ là trong bối cảnh nhu cầu quốc tế sẽ phức tạp, Việt Nam cần phát triển nhu cầu nội địa nhiều hơn hiện tại. Dù sao vẫn có một số điểm tích cực, ví dụ như tiền lương ở Việt Nam đang tăng nhanh hơn so với các nước ASEAN khác. Và đó là một cách tốt để hỗ trợ nhu cầu nội địa. Nhưng vẫn còn nhiều vấn đề khác, ví dụ, chi tiêu về xã hội rõ ràng là không đủ, đặc biệt là cho người cao tuổi. Cho nên lương hưu, đặc biệt là lương hưu tối thiểu, là một vấn đề. Ngoài ra, chi tiêu cho giáo dục, đặc biệt là giáo dục đại học, cũng không đủ. Chúng ta biết rằng kinh phí mà thanh niên Việt Nam phải trả để học đại học là quá cao, và khiến một bộ phận người trẻ không muốn hoặc không thể theo học. Đó là điều cần phải thay đổi bởi vì Việt Nam ngày càng cần một lực lượng lao động được đào tạo bài bản và có trình độ để đạt được tăng trưởng hiệu quả hơn và hướng tới các công nghệ khác. Đọc thêmĐể duy trì tăng trưởng cao, Việt Nam buộc phải thúc đẩy khu vực kinh tế tư nhân Ngoài ra, còn có một vấn đề tiềm ẩn khác đang bắt đầu nổi lên, đó là tình trạng lão hóa dân số. Hiện nay, những người trên 65 tuổi chiếm 15% dân số Việt Nam, còn khá thấp so với các quốc gia khác. Tuy nhiên, điều này sẽ thay đổi rất nhanh chóng và sẽ đạt hơn 30% vào năm 2050, đồng nghĩa với việc chi tiêu xã hội cho y tế và hưu trí sẽ tăng đáng kể. Như vậy, chính phủ cần tìm cách tài trợ cho chi tiêu xã hội và làm thay đổi phát triển mô hình xã hội Việt Nam. RFI : Gần đây thiệt hại do thiên tai gây ra ở Việt Nam cũng được đề cập. Theo đánh giá sơ bộ, thiệt hại này chiếm khoảng 2% GDP. Liệu đây có phải là một tác động cần được xem xét cho tăng trưởng ở Việt Nam ? Hubert Testard : Như chúng ta đã biết, biến đổi khí hậu vẫn đang tiếp tục gây ra những tác động, và Việt Nam nằm trong số những nước bị tác động nặng. Chị nhắc đến khoảng 2%, nhưng có khả năng con số này sẽ tăng lên trong những năm tới. Điều đó có nghĩa là, chúng ta không nên kỳ vọng vào việc các cú sốc khí hậu sẽ giảm đi, mà ngược lại sẽ gia tăng. Vì vậy, ở điểm này, Việt Nam cần đầu tư nhiều hơn để có thể ứng phó với những cú sốc trong tương lai. Ngoài ra còn có một khía cạnh khác, đó là quá trình chuyển đổi năng lượng của Việt Nam nhằm giảm phát khí thải gây hiệu ứng nhà kính. Đây cũng là một dự án đầu tư lớn được tiến hành tại Việt Nam. Có thể thấy là có nhiều dự án đã được khởi động, mọi việc tiến triển, nhưng vẫn còn rất xa mục tiêu được đặt ra cho năm 2050. Cho nên chính phủ Việt Nam vẫn còn rất nhiều việc phải làm. RFI Tiếng Việt xin chân thành cảm ơn chuyên gia Hubert Testard, tổng biên tập báo mạng Asialyst chuyên về châu Á.  (1) Quốc hội thảo luận mục tiêu tăng trưởng 2026 từ 10%, GDP đầu người đạt 5.500 USD 2/ Chính phủ đặt mục tiêu GDP năm 2026 tăng 10%

IMF mission to land in weeks. Unemployment inches up. 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: https://enterprise.news/egypt/en Morning Drive is brought to you by Madinet Masr, GRANITE Financial Holding and Bonyan for Real Estate Investments. Learn more about how you can advertise with EnterpriseAM by emailing Moustafa Taalab mtaalab@enterprisemea.com And check out our other show Making It, where we speak to CEOs and entrepreneurs about building a great business in the region: https://omny.fm/shows/making-it See omnystudio.com/listener for privacy information.

Ekonomist Haluk Bürümcekçi, IMF'nin 56 ülkenin dezenflasyon süreçlerini inceleyerek oluşturduğu değerlendirme raporunu masaya yatırıyor. Sonrasında ise 2026'da enflasyon, kur ve faiz açısından bizi nasıl bir tablonun beklediğini yorumluyor.

Johtamisessa eivät pelkät voima ja tahto riitä, pitää olla myös taitoa. Kelan pääjohtajan Lasse Lehtosen etätyön tiimoilta antamat lausunnot kuulostavat miltei hätähuudolta mieheltä, jonka vanhentuneet opit eivät riitä uuden työn johtamiseen. Sivupersoonat kannustavat etätyökäytäntöjen kanssa tuskailevia johtajia sopimisen tielle. Joulu virittää kaksikon keskustelemaan tontuista ja tonttuilusta, mutta yllättäen myös mörkö ilmestyy IMF:n muodossa. Petteri Oksa on Insinööriliiton edunvalvontajohtaja. Filosofi, joka kuvaa itseään yhteiskunnallisen toiminnan moniottelijaksi. Mielipiteitä joka lähtöön: Petterille ei mikään inhimillinen ole vierasta. Suomen suosituin työmarkkinatubettaja. Jari Rauhamäki On Insinööriliiton viestintäpäällikkö ja liiton lehden päätoimittaja. Painostuksen alla tunnustaa olevansa politrukki ja lobbari, jolla kuitenkin on journalistin suuri sydän. Urheilumies. Motoristi. Joidenkin mielestä hauska veikko.

Can new tougher measures announced by Sierra Leone's President Bio really be effective in combating kush, the illegal psychoactive blend of addictive substances that is devastating the country.What caused the fatal helicopter crash in Ghana that killed eight people, including two high profile government ministers?And why has Senegal dismissed the IMF's debt restructure plan as "a disgrace"?Presenter: Audrey Brown Producers: Sunita Nahar, Yvette Twagiramariya, Mark Wilberforce, Joseph Keen and Stefania Okereke Technical Producer: Philip Bull Senior Producer: Patricia Whitehorne Editor: Andre Lombard and Alice Muthengi

We think of trade-driven growth during the era of hyper-globalisation as having created many “growth miracles” since the 1990s. But how did that happen? If we look at what created these miracles more closely, will that help us to understand how the geopolitical and technology shifts of the last decade have affected, and will continue to affect, the relationship between international trade and development?  Penny Goldberg of Yale and Michele Ruta of the IMF are the authors of a chapter in the forthcoming Handbook of Development that questions many of our assumptions about the role of trade in growth miracles. They tell Tim Phillips about how this engine of development really worked – and why it might not work as well in future.

De Argentijnse president Javier Milei. Op rechts is hij cult. Donald Trump stopt hem miljarden toe. Elon Musk, de Duitse FDP en in Nederland JA21 vinden hem een held. Lex Hoogduins hulde voor zijn kettingzaag biedt Dilan Yesilgöz inspiratie voor een nieuw kabinet. Javier Milei voert een wild experiment uit met zijn land. Het eerste wat hij doet is acht van de vijftien ministeries schrappen. Argentinië ziet blijkbaar geen andere weg. Bij tussentijdse verkiezingen groeide de steun in het Argentijnse parlement. Wat is dat voor land en beleid, vragen Jaap Jansen en PG Kroeger zich af. Hoe konden jaren van grote bloei al een eeuw geleden in economische ellende wegzinken waar het land nooit meer echt uitgekomen is? En waarom beveelt Dilan Yeşilgöz Nederland het land van Máxima en Nicolás Keenan aan? *** Deze aflevering is mede mogelijk gemaakt met donaties van luisteraars die we hiervoor hartelijk danken. Word ook vriend van de show! Heb je belangstelling om in onze podcast te adverteren of ons te sponsoren? Zend ons een mailtje en wij zoeken contact. *** De band van het land aan de Rio de la Plata met Europa en Nederland ontstond toen Spanjaarden direct na 1500 die grote riviermonding ontdekten en koloniseerden. In de eeuwen nadien ontwikkelde zich daar een kolonie met een opvallend eigen karakter. Nauwelijks import van slavernij, een dominerende overheid in nijverheid en de handel, grote vrees voor en afkeer van rivaal Brazilië en opmerkelijk nauwe culturele en commerciële banden met het Britse Rijk. De 19e eeuw maakte van Argentinië een land van burgeroorlogen, machismo van caudillos, gauchos en grondgrootbezitters, liberale vernieuwingen en zelfs een eigen Thorbecke, Juan Bautista Alberdi. Hij zag een 'nationaal project' voor zich van expansie en bloei door openheid naar massale, ongeremde arbeidsmigratie uit Europa. Na 1860 kwamen vele miljoenen uit Italië, Spanje, Midden-Oosten en vervolgde joodse gemeenschappen in Rusland en Polen. Hun economisch succes was tussen 1880 en 1930 adembenemend. Superkampioen export werd Argentinië en Europa en Amerika smulden van het vlees, graan en sojaproducten uit de pampas. Rond 1900 was het land zo welvarend als de Britten en Duitsers, het ging er beter dan in Nederland. Die eenzijdige oriëntatie begon na 1920 problematisch te worden. De depressie van 1929 sloeg hard toe. Stagnerende welvaart en verdwenen perspectief destabiliseerden het land en de politieke cultuur van caudillo's ging domineren. Coups door generaals en hun populistische beloften waren aan de orde van de dag. Legendarisch werd Juan Peron met zijn vereerde Evita. Argentinië nam een afslag die Europa na 1945 wist te vermijden. De jaren na 1973 werden een catastrofe. De welvaart kelderde met 20%. Een 'smerige oorlog', AAA-doodseskaders van het 'Nationaal Reorganisatie Proces' en corruptie van de militairen deden hun bewind ten onder gaan, met behulp van de stoere Margaret Thatcher. Sinds 1983 kent het land een serie van presidenten die met grote plannen als een soort wonderdokters de neergang zouden keren en oude glorie en welvaart herstellen. In werkelijkheid moest het IMF keer op keer komen saneren, werd de ene nationale munt vervangen door de andere, wisselden nationalisaties en privatiseringsgolven elkaar af en werd manipulatie van monetair verkeer een endemische bron van corruptie en zwarte economie. Javier Milei is dan ook geenszins een verrassende president, eerder de zoveelste en wanhopigste in een reeks van populisten. Zijn luidruchtige pretenties van sanering en de facto uitverkoop aan Trumps miljarden om de situatie te redden, passen helemaal in dat patroon. Wie zijn beleid als ideaal model zou willen promoten voor het hoogontwikkelde EU-land van Brainport Eindhoven, Wageningen, Leiden BioScience en wereldwijd opererende logistiek en zeehavens, heeft toch iets uit te leggen. *** Verder luisteren 489 – Trump, Musk en de aanval op de privacy 481 - Donald Trumps nieuwe idool William McKinley, ‘de tarievenkoning’ 497 – Sander Tordoir over de krankzinnige tarievenoorlog van Donald Trump 431 - Handelsland Nederland staat op het spel 49 - De koningen van Hispanje die wij altijd hebben geëerd 242 - Adrianus van Utrecht, de Nederlandse Paus 488 - Het Congres van Wenen (1814-1815) als briljant machtsspel 339 – De geopolitiek van de 19e eeuw is terug 379 - Migratie: het werkelijke verhaal 535 - 100 jaar Margaret Thatcher, de Iron Lady 387 - Niets is zó politiek als opera - 100 jaar Maria Callas *** Tijdlijn 00:00:00 – Deel 1 00:19:55 – Deel 2 00:46:37 – Deel 3 01:21:54 – EindeSee omnystudio.com/listener for privacy information.

Show Notes: Samora Wolokolie talks about his dual roles as a CPA and attorney in Monrovia, Liberia. Samora lists his credentials: chartered accountant, certified public accountant, certified forensic investigation professional, certified fraud examiner, certified tax practitioner, and lawyer, and  details his academic background. He is also an associate professor at the University of Liberia where he teaches all levels of accounting. Samora also teaches at other universities and holds degrees from  Cuttington University, and Chariot University. He talks about his career path, including working with Deloitte in 2000, then moved to PKF Liberia and Baker Tilly, where he qualified as a chartered accountant in 2014.  Serving as Liberia's Deputy Minister of Finance for Fiscal Affairs Samora served as Liberia's Deputy Minister of Finance for Fiscal Affairs from 2018 to 2024, managing the national budget and growing it from $600 million to $800 million. When asked about the major sources of revenue for the Liberian government, Samora explains that over 80% of the government budget comes from domestic revenue, with the rest from donors like the IMF, World Bank, and European Union. He details the importance of conducting audits and meeting benchmarks to access external resources, and shares a few examples of how this works. Samora discusses his role in developing revenue policies and regulations, focusing on domestic resource mobilization to grow the budget to $1 billion. He highlights the challenges and strategies needed to achieve this goal, including tax policies and revenue measures. He goes on to explain the structure of the companies he currently works for, his roles there, and how it focuses on both accounting and legal issues.  Major Industries and Economic Potential in Liberia The conversation turns to the main industries in Liberia. Samora describes Liberia as an input-driven economy with significant potential in mining, forestry, and infrastructure development. He mentions the mining sector's potential, including gold, iron ore, and diamonds, and the involvement of companies like ArcelorMittal. Samora also discusses the forestry sector's potential, including logs and the Kimberley Process. He emphasizes the government's efforts in infrastructure development, particularly road construction and building maintenance. He goes on to talk about investment potential and licensing, shipping, and exporting. Consulting and Legal Processes in Liberia  Samora talks about the process of hiring independent consultants in Liberia. He advises talking to an attorney and a CPA. He recommends checking with the Liberian Institute of Certified Public Accountants and the Liberian National Bar Association for licensed professionals. Samora explains the distinction between attorneys and counselors at law in Liberia, and recommends dealing with firms to ensure coverage through professional liability and insurance coverage. He goes into detail on the importance of following processes and doing due diligence and background checks when hiring consultants.  Taxation and Labor Law Considerations for Foreign Companies Focusing on the tax implications for foreign companies hiring consultants in Liberia, Samora explains the withholding tax rates for resident and non-resident taxpayers, including the 10% and 15% rates for ordinary companies and the 6% rate for mining operations. He clarifies the concept of resident and non-resident status based on the number of days spent in Liberia. Samora discusses the importance of understanding labor law considerations, including contracts, occupational health and safety, and long-term employment. He also explains the tax brackets and Social Security tax obligations for foreign companies, employees and independent contractors, in addition to labour laws and health and safety laws in Liberia. Insurance Requirements for Firms in Liberia. Samora advises firms to have professional liability insurance to cover potential transgressions. He emphasizes the importance of ensuring payments pass through formal financial institutions to avoid money laundering issues. Samora suggests using bank-to-bank wire transfers or prepaid cards for payments to consultants, and he reiterates the importance of due diligence and background checks when hiring consultants in Liberia. Timestamps: 04:11: Revenue Sources and Management in Liberia  09:38: Major Industries and Economic Potential  20:04: Consulting and Legal Processes in Liberia  27:08: Taxation and Labor Law Considerations 36:50: Insurance and Payment Methods  Links: LinkedIn: https://www.linkedin.com/in/atty-samora-p-z-wolokolie-ph-d-cfe-ca-cpa-fcfip-l-l-b-67315438/ Alliance CPA Inc:  https://alliancecpainc.com/ TORCH Professional Consultancy Inc:  https://topcinc.com/   Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.  

How do you pull off the biggest, most violent smash-and-grab in human history? You can't just say that's what you're doing. You need a story. You need a justification. This episode is a three-part journey into the long, dark, and ridiculously complicated shadow of empires, framed as "The Good, The Bad, and The Ugly". Part 1: The "Good" We dissect the official PR campaign for global domination. This is the "civilizing mission", the "divine mandate", and the "enlightened" philosophy of men like John Locke and John Stuart Mill. We explore how scientific racism and cultural projects like Orientalism created "The Other" , culminating in the infamous "White Man's Burden". Part 2: The "Bad" This is the reckoning. We watch as the colonized turn the master's own tools—"Liberty, Equality, Fraternity"—against him, exposing the empire's glaring hypocrisy. We cover the earth-shattering Haitian Revolution, Gandhi's brilliant moral theater with the Salt March, and the groundbreaking philosophy of liberation. We dive deep into Frantz Fanon's devastating diagnosis of colonialism as a mental illness and Edward Said's unmasking of Orientalism. Part 3: The "Ugly" The story doesn't end when the flags come down. We confront the world we live in now: Neo-Colonialism. We trace how the system mutated, swapping soldiers for bankers. This is the story of the IMF and World Bank, "Structural Adjustment Programs" that crippled new nations, and the creation of a new "comprador" elite. Finally, we explore the new liberation movements, from "decolonizing the mind" to the urgent fights for debt forgiveness and climate justice. This isn't just a history lesson; it's a look at the code that still runs our world. Support me to keep the show going on Patreon https://patreon.com/dannyballan

251110(2) [꼬리에 꼬리를 무는 뉴스] (1) 코스피, 1.8% 하락한 3950대 마감 / (2) 밤새 무슨 일이…"환율, 정말 미쳤다“ / (3) 'AI 버블' 우려 재확산…IMF·英중앙은행 경고 이어져 / (4) 배당소득세 최고세율 35%→25%…당정, 최종 조율하나 - 염승환

Is Britain heading for another 1976 moment? With a £30 billion fiscal hole and few promises left unbroken, Rachel Reeves looks set to raise income tax — a move that could mark a grim turning point for Britain's economy. In this essay, Reem Ibrahim, Head of Media at the Institute of Economic Affairs, warns that higher taxes on work will punish aspiration, stifle growth, and echo the policy mistakes that once sent Britain to the IMF, cap in hand. Her message is clear: without spending restraint, Reeves risks repeating history's harshest lesson.Despatch brings you the best of CapX — the sharpest writing from the UK's most insightful daily newsletters.Stay informed with CapX's unmissable daily briefings from the heart of Westminster. Go to capx.co to subscribe. Hosted on Acast. See acast.com/privacy for more information.

If you think the IMF is winning in El Salvador, think again! Bitcoin Beach founder's Mike Peterson sits down with Jethro, Kiki, and Charlie to show the receipts from the ground. We talk real Bitcoin circular economies, the merchants who now prefer sats, and how everyday life in El Zonte, El Tunco, and beyond has changed when money is freedom money.San Salvador's historic center is about to become the stage for Bitcoin Histórico. El Salvador National Palace and National Theater will lit up with a VIP lineup most people said would never come here. Russell Brand's fireside chat will lead a heavyweight program with Max Keiser, Stacy Herbert, Jeff Booth, Preston Pysh, Lawrence Lepard, Zuby, Giacomo Zucco, Jimmy Song, and more. If you want to witness the moment Bitcoin goes mainstream in El Salvador, be there.@adoptingbitcoin 2025 doubles down on builders and the “Network Effect.” Kiki walks through Spanish and English tracks, high-signal technical workshops, and a live Lightning dashboard tracking spend across vendors. From education programs like Librería de Satoshi (@libsatoshi) to Cubo+ alumni now working in Bitcoin, this is what it looks like when a conference runs Bitcoin only and measures real adoption.Up in the mountains, Economía Bitcoin turns @BitcoinBerlinSV in Berlin, El Salvador, into a two-day masterclass on circular economies. Charlie and Jethro bring merchants who price in sats, not dollars, and entrepreneurs like BitDriver, Bitcoin Travel, and BitTasker who keep value inside the loop. Panels range from core tech to coffee and commerce, with a festival vibe that still stays high signal.Between events, the coast lights up. Bitcoin Coast has El Tunco onboarding fast, and Punta Mango hosts a surf week where athletes receive sats to spend locally. We're soft-launching our Bitcoin Villas there to keep the mission sustainable and the community thriving. If this is the El Salvador you want to see more of, subscribe, drop a comment, and share this with the friend who still asks, “But who actually uses Bitcoin?”Guest Links:Jethro Toro: https://x.com/JethroToroKiki: https://x.com/bitcoinbabeyCharlie: https://x.com/TheNaturalInve1Economía Bitcoin conference: X https://x.com/EconomiaBtchttps://www.bitcoinberlinsv.com/economia-bitcoin-2025Adopting Bitcoin conference: X https://x.com/AdoptingBTChttps://sv25.adoptingbitcoin.org/Bitcoin Histórico: X https://x.com/btchistoricosvhttps://bitcoinhistorico.com/Support and follow Bitcoin Beach:X: @BitcoinBeachIG: @bitcoinbeach_svTikTok: @livefrombitcoinbeachhttps://bitcoinbeach.comBrowse through this quick guide to learn more about the episode:0:00 Why is “Bitcoin Month” kicking off in El Salvador now?2:32 What is the Bitcoin Country podcast and who's on it?5:19 What's the story behind the Bitcoin “Hollywood” sign studio?8:47 What is Bitcoin Histórico at San Salvador's National Palace?11:54 How are El Zonte merchants using the Lightning Network and saving sats?16:15 Did the Chivo wallet actually drive Bitcoin adoption in El Salvador?21:07 Bitcoin Histórico dates and tickets, plus the Russell Brand fireside chat?22:38 What makes the Adopting Bitcoin conference different this year?34:52 How will the live Lightning dashboard track spend across vendors?52:18 What's happening in Punta Mango?Live From Bitcoin Beach

Andy Schectman, President of Miles Franklin, returns for the Friday Night Economic Review.This week, we dive into the apparent gold and silver rigging carried out by major banks and financial institutions over a two-day span in October — a highly illegal practice that powerful players never seem to pay the price for. What are their motives, and why do they keep getting away with it?We also discuss the IMF's stark warning to “Buckle Up,” signaling that very turbulent economic times are ahead.Invest in Gold and Silver with a company you can trust, learn more at https://SarahWestall.com/MilesFranklinSee exclusives and more at https://SarahWestall.Substack.com

** Want to take a deeper dive into this podcast? Join us on Tuesday evenings for Macro ‘n Chill, where we listen to the most recent episode together. Ask questions, share your insights, or just hang with us. 8pm ET/5pm PT. Find the registration link at realprogressives.org. And while you're there, sign up for book club. It's not too late – there are still two more sessions in our current series. ** Trump's “$20B for Argentina” wasn't aid – it was a heist. Economist Daniel Kostzer joins Steve to explain. Basically it's just same ole same ole. Milei's government crashed the value of Argentina's currency and jacked up interest rates, drawing in big investors looking for fast profits. Then, under pressure from the IMF and the US, Argentina opened up its financial system, letting those hedge funds cash out in US dollars and leave the country, taking the money and leaving ordinary Argentines to deal with inflation, frozen pensions, and gutted public services. The media story about soybeans and China? Simply a cover for another bailout of the rich. Daniel describes Argentina's inflation as a symptom of class struggle. He connects the dots between today's crisis and a long history of U.S. financial “help” that only props up Wall Street. The conversation exposes how the global elites use debt, currency crises, and friendly politicians to extract wealth while selling it as economic stability. The episode is a deep dive into modern imperialism, media manipulation, and class politics. It's also a reminder, as Gramsci said, to keep the pessimism of the intellect but the optimism of the will. Daniel Kostzer is Chief Economist at ITUC-CSI (International Trade Union Confederation-Confederacion Sindical Internacional). Much of his research is in labor economics, poverty reduction, and income distribution. Follow him: @dkostzer on X; https://www.linkedin.com/in/daniel-kostzer-884318165/

Dr. Joe Young is a Professor at the University of Kentucky and Director of the Patterson School of Diplomacy and International Commerce in Lexington, KY. Previously, he held several positions at American University.  The recent Israeli peace swap and cessation of hostilities is a welcome respite, but it is more difficult to get the logistical issues resolved.   A 2-state solution is the only logical answer to bring peace.   US and Europeans should be committed to Ukrainian sovereignty and security; and not kowtow to Russia.  Blanket  tariffs are taxes mostly on the consumer. Unemployment, Inflation and costs of living have risen dramatically. The US helped create the UN, Bretton Woods Institutions and a stable world order, which are under attack.  China is moving rapidly to fill the US void in the WHO, the UN, and other institutions to be the world leader. A power vacuum will not remain long without being filled.  

Interview recorded - 4th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Green. Michael is the portfolio manager & chief strategist of Simplify. During our conversation we spoke about his outlook on the economy, the government shutdown, next FED chair, tariffs, geopolitics and more. I hope you enjoy!0:00 - Introduction1:45 - Outlook on the economy?4:35 - Government shutdown6:03 - Credit spreads increasing?8:39 - FED actions10:17 - Next FED chair?13:15 - Trump communications14:37 -Tariffs18:05 - Capital flight19:12 - Geopolitical play23:15 - Chinese missteps24:55 - Shift of the US Empire27:30 - Political institutions29:28 - Strategic investments31:55 - One message to takeaway from conversation?Michael has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations.Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for Logica Capital Advisers, LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Fund Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets.In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder.Michael Green - Substack - https://www.yesigiveafig.com/Twitter - https://twitter.com/profplum99LinkedIn - https://www.linkedin.com/in/michael-green-9a15142/Simplify - https://www.simplify.us/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://finance.yahoo.com/video/3-drivers-behind-mondays-market-133332442.html

英國當前的財經環境與政策挑戰問：英國工黨政府目前面臨的經濟環境是什麼？答：英國正處於高通脹（尚未回落）和低增長/經濟表現不佳的環境中 。在這種不利背景下，財相李韻晴卻暗示即將實施加稅措施 。問：英國政府的財政狀況有多嚴峻？答：截至目前，30年期政府債券的孳息率高達 5.7%，是 1998 年以來的最高點 。整體公共債務佔 GDP 的比例為 95% ，且預計到 2026 年將升至 105% 。問：政府債務負擔沉重的關鍵因素是什麼？答：通脹和利率上升時，新的融資成本不斷增加 。 財政開支結構與問題核心問：英國政府開支中，哪些項目是最大的、難以削減的「三座大山」？答：最大的、基本上屬於法律責任（non-discretionary）的開支項目包括 ：* 社會保障/福利 (Social Protection)：約 3,840 億英鎊 。* 醫療 (NHS)：約 2420 億英鎊 。* 公共債務的利息支出：每年約 1,112 億英鎊，佔總體開支的 8% 。問：政府支付的債務利息支出規模有多大？答：僅債務利息支出已經超過國防和教育開支 。問：加稅是解決英國財政問題的有效方法嗎？答：現有環境下，單純加稅並不能解決問題 。英國的稅收佔 GDP 比例已達 37.7% ，這導致在英國投資的動機不足，競爭力衰落 。政府必須面對削減開支的艱難政治決定 ，特別是涉及社會福利、醫療和養老的承諾 。結構性困境與出路問：英國經濟長期低增長的結構性問題是什麼？答：除了高開支和高稅率外，英國面臨長期低增長與競爭力衰落的問題 。這表現在固定資產投資和人力資本投資 (Capital Investment) 上的缺乏 ，以及教育制度變為產業化後對社會流動性造成的潛在障礙 。問：英國目前的狀況與歷史上的財政危機有何不同？ 答：1976 年 IMF 救助後，英國在 1970 年代末期有戴卓爾夫人改革。1990 年代末期工黨修正主義與和平紅利的危機相比 ，2025 年的英國正處於全球化逆轉的狀態，競爭力更為關鍵 。當前的挑戰是，英國政府缺乏像美國那樣的經濟深度和容納衝擊的能力 。問：從自由市場經濟學角度來看，英國財政的出路何在？答：真正的出路在於將稅收佔 GDP 的比例減少（即降低 37.7% 這個數字），與此同時大幅減少開支 ，尤其是針對 NHS、Pension 和 Social Protection 等高福利承諾進行改革 。 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe

The FT's Rob Smith joins us to talk about the $4.5tn private credit bubble brewing in global financial markets… or to put it in perspective, to answer the question of how a regional Ohio auto parts distributor joined forces with Utah's Swaggest Mormons to ring alarm bells at the IMF. Get more TF episodes each week by subscribing to our Patreon here! TF Merch is still available here! *MILO ALERT* Check out Milo's tour dates here: https://www.miloedwards.co.uk/liveshows Trashfuture are: Riley (@raaleh), Milo (@Milo_Edwards), Hussein (@HKesvani), Nate (@inthesedeserts), and November (@postoctobrist)

As China's economic influence expands, so does its ambition to shape the very system that once constrained it. In this episode of The China-Global South Podcast, Eric speaks with Greg Chin and Kevin Gallagher from Boston University's Global Development Policy Center about their new book that details China's transformation from a "rules taker" within the Bretton Woods system to a "rules maker" who's now reshaping the international development finance architecture. Greg and Kevin explore the country's growing role in the IMF and World Bank, its creation of new institutions like the Asian Infrastructure Investment Bank (AIIB) and the New Development Bank (NDB), and what this means for developing nations navigating between Western and Chinese-led finance. CHAPTERS: • Introduction – A brief calm in U.S.–China tensions • Rule Taker → Rule Maker – China's rise inside global finance • Building Alternatives – Creating the AIIB and NDB • Two-Way Countervailing Power – Leveraging inside–outside influence • Green Finance and "Next Practices" – Raising the bar on development norms • Debt and Diplomacy – How China handles restructuring • Institutional Layering – Shaping without dismantling • Washington's Dilemma – Anxiety over losing control • The Global South's New Agency – More options, more leverage • A New Multilateral Moment – Uncertain future for global governance SHOW NOTES:

As China's economic influence expands, so does its ambition to shape the very system that once constrained it. In this episode of The China-Global South Podcast, Eric speaks with Greg Chin and Kevin Gallagher from Boston University's Global Development Policy Center about their new book that details China's transformation from a "rules taker" within the Bretton Woods system to a "rules maker" who's now reshaping the international development finance architecture. Greg and Kevin explore the country's growing role in the IMF and World Bank, its creation of new institutions like the Asian Infrastructure Investment Bank (AIIB) and the New Development Bank (NDB), and what this means for developing nations navigating between Western and Chinese-led finance. CHAPTERS: • Introduction – A brief calm in U.S.–China tensions • Rule Taker → Rule Maker – China's rise inside global finance • Building Alternatives – Creating the AIIB and NDB • Two-Way Countervailing Power – Leveraging inside–outside influence • Green Finance and "Next Practices" – Raising the bar on development norms • Debt and Diplomacy – How China handles restructuring • Institutional Layering – Shaping without dismantling • Washington's Dilemma – Anxiety over losing control • The Global South's New Agency – More options, more leverage • A New Multilateral Moment – Uncertain future for global governance SHOW NOTES:

Andy Schectman, President of Miles Franklin, returns for the Friday Night Economic Review.This week, we dive into the apparent gold and silver rigging carried out by major banks and financial institutions over a two-day span in October — a highly illegal practice that powerful players never seem to pay the price for. What are their motives, and why do they keep getting away with it?We also discuss the IMF's stark warning to “Buckle Up,” signaling that very turbulent economic times are ahead.Links and offers mentioned in the show:See exclusives and more at https://SarahWestall.Substack.comProtect your assets with a company you can trust - Get the private & better price list - Go to https://SarahWestall.com/MilesFranklinPurchase the most effective weight peptide available, Next Generation GLP-1 Retatrutide - use code Sarah to save 15%: https://www.limitlesslifenootropics.com/product/retatrutide-ha/?ref=vbWRE3JSee the peptide guide for the most effective weight loss and muscle preservation at https://sarahwestall.substack.com/p/the-ultimate-peptide-guide-for-weightMasterpeace: Protect your body, Remove Heavy Metals including Graphene Oxide and Plastics, and learn more about removing MAC IDs at https://masterpeacebyhcs.com/shop/?ref=11308Copyright Disclaimer Under Section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational or personal use tips the balance in favor of fair use.Disclaimer: "As a journalist, I report what significant newsmakers are claiming. I do not have the resources or time to fully investigate all claims. Stories and people interviewed are selected based on relevance, listener requests, and by suggestions of those I highly respect. It is the responsibility of each viewer to evaluate the facts presented and then research each story furtherSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, host Andy Critchlow, Head of News at S&P Global Commodity Insights, is joined by Paul Gruenwald, Chief Economist at S&P Global Ratings. Together, they unpack the key takeaways from the recent IMF meetings, exploring themes of economic resilience amid tariff uncertainties, the shifting dynamics of global trade, and the implications of AI on future growth.

The IMF suggested that the US government debt-to-GDP ratio will exceed that of Italy by the end of the decade. There is no reason to suppose this IMF forecast is more accurate than any other IMF forecast, but the trend is clear. Italian parallels are a reason not to panic. Italy is a very wealth country, and has successfully mobilized private wealth to help fund its debt. The US is a reasonably wealth country and could do likewise. The UK's Truss debacle reminds us that funding government debt (not the debt level itself) is what matters.

In a week of budget talks, IMF forecasts of Inflation on the British horizon, flood risk reports and approval of solar farms, Andy Zaltzman is joined by Adam Kay, Zoe Lyons, Ria Lina and Stephen Bush to break down this weeks news.Written by Andy Zaltzman.With additional material by: Daman Bamrah, Ruth Husko, Christina Riggs and Peter Tellouche. Producer: Rajiv Karia Executive Producer: Pete Strauss Production Coordinator: Giulia Lopes Mazzu Sound Editor: Marc WillcoxA BBC Studios Production for Radio 4.

While some non-essential government workers are out-of-office, LPL's Chief Economist Dr. Jeffrey Roach highlights important recent events including the IMF annual meeting. https://www.youtube.com/watch?v=GQmVmNoz6nU Tracking #816042

Spoiler alert: Bitcoin is not boiling the oceans. $ BTC 109,080 Block Height 920,405 Today's guest on the show is Daniel Batten who joins me to discuss his work concerning Bitcoin mining. How did Daniel find himself on a mission to start fighting the fudsters, such as Greenpeace and many other paid shills who are hell bent on trying to label Bitcoin as bad for the environment? What was the response to his first-ever post about his research and how did that make him feel? Why has he moved to Costa Rica and what does he hope to do with vast piles of rotting garbage? A huge thank you to Daniel for all his work in the Bitcoin space and for fighting the endless stream of complete nonsense! Learn more about Daniel here - https://batcoinz.com/ Follow Daniel here - Twitter - @DSBatten Check out my book ‘Choose Life' - https://bitcoinbook.shop/search?q=prince ALL LINKS HERE - FOR DISCOUNTS AND OFFERS - https://vida.page/princey - https://linktr.ee/princey21m Pleb Service Announcements: Join 18 thousand Bitcoiners on @orangepillapp https://signup.theorangepillapp.com/opa/princey Support the pod via @fountain_app -https://fountain.fm/show/2oJTnUm5VKs3xmSVdf5n The Once Bitten YouTube Channel: https://www.youtube.com/@Princey21m The Bitcoin And Show: https://www.bitcoinandshow.com/ https://fountain.fm/show/eK5XaSb3UaLRavU3lYrI Shills and Mench's: CONFERENCES 2025: BITFEST - MANCHESTER - ENGLAND - 21st - 23rd November 2025. https://bitfest.uk/ - USE CODE BITTEN - 10% BTC JAPAN - TPKYO - 23rd - 24th November. https://btc-jpn.com/en USE CODE BITTEN - 10% PAY WITH FLASH. Accept Bitcoin on your website or platform with no-code and low-code integrations. https://paywithflash.com/ RELAI - STACK SATS - www.relai.me/Bitten Use Code BITTEN SWAN BITCOIN - www.swan.com/bitten BITBOX - SELF CUSTODY YOUR BITCOIN - www.bitbox.swiss/bitten Use Code BITTEN PLEBEIAN MARKET - BUY AND SELL STUFF FOR SATS; https://plebeian.market/ @PlebeianMarket ZAPRITE - https://zaprite.com/bitten - Invoicing and accounting for Bitcoiners - Save $40 KONSENSUS NETWORK - Buy bitcoin books in different languages. Use code BITTEN for 10% discount - https://bitcoinbook.shop?ref=bitten SEEDOR STEEL PLATE BACK-UP - @seedor_io use the code BITTEN for a 5% discount. www.seedor.io/BITTEN SATSBACK - Shop online and earn back sats! https://satsback.com/register/5AxjyPRZV8PNJGlM HEATBIT - Home Bitcoin mining - https://www.heatbit.com/?ref=DANIELPRINCE - Use code BITTEN. CRYPTOTAG STEEL PLATE BACK-UP https://cryptotag.io - USE CODE BITTEN for 10% discount. In this podcast episode, Daniel Batten discusses the environmental impacts of Bitcoin mining, his journey into Bitcoin, the IMF's influence on Bitcoin adoption, and his current projects in Latin America. Key Topics: Bitcoin and the environment The role of Bitcoin in stabilizing grids and accelerating renewable energy transition IMF and its influence on Bitcoin adoption Bitcoin as a solution to landfills CH4 Capital Summary: Daniel Batten debunks the common misconception that Bitcoin is bad for the environment by comparing it to the early days of solar technology, which also faced similar criticisms. He explains that Bitcoin mining, when powered by renewable energy sources, can be emission-reducing. He emphasizes that negative headlines about Bitcoin's environmental impact often overshadow positive stories, such as its role in mitigating methane emissions, stabilizing the grid, and accelerating the renewable energy transition. Daniel criticizes the media for disproportionately reporting negative aspects of Bitcoin mining while ignoring positive externalities. He uses the example of wasted wind energy in the UK, where wind farms are often built in remote locations without adequate infrastructure to transport the electricity to consumers. He explains that Bitcoin mining can utilize this wasted energy, turning a problem into an economic opportunity. Daniel shares his journey into Bitcoin, which began with his work in impact investing. He invested in climate tech companies focused on reducing CO2 emissions, but he wanted to have a more immediate and significant impact, particularly on methane emissions. His research led him to landfills, a major source of methane emissions, and he realized that Bitcoin mining could provide an economic incentive to capture and utilize landfill gas for energy. Daniel explains the concept of modern sanitary landfills that are lined to prevent leakage into the soil. However, these landfills create a compacted environment that causes the waste to rot without air, producing methane. Most of the landfills in the world release methane into the air, which is harmful to the environment. Daniel talks about the cost to build landfills, which can be hundreds of millions of dollars. He said waste management will always be one of the biggest single line items on your local government bill. He discusses the potential for Bitcoin mining to utilize wasted energy from hydro dams, as demonstrated by Bhutan. Bhutan used wasted energy from the hydro dams to mine Bitcoin, which helped them avoid an IMF bailout. Now Bitcoin mining is 40% of their entire GDP. There are now 10 nation states that are mining bitcoin. According to Daniel, the predominant method has been to mine bitcoin as a nation state and to acquire Bitcoin that way. Daniel discusses the IMF's concerns about Bitcoin adoption in countries like El Salvador, Argentina, Pakistan, and the Central African Republic. He suggests that the IMF's concerns are not genuine but are driven by the fear of losing customers and geopolitical influence. He discusses John Perkins's work on economic hitmen and how the IMF and World Bank can trap countries in debt cycles, extracting resources and influencing their economies. Daniel shares that he is currently located in Costa Rica, where he is working on projects to capture landfill gas and use it for Bitcoin mining. He's working on establishing the infrastructure needed to capture and utilize landfill gas for Bitcoin mining. He highlights the challenges of finding suitable sites for Bitcoin mining, regardless of the energy source. He discusses CH4 Capital, a company he operates where people can get a non-exceptional return. CH4 capital is a vehicle where people can get a combination of money coming in through the loan repayments, but also through the carbon credits without the conditions that the IMF have attached. Finally, Daniel shares who he would give his last orange pill to: the head of the United Nations, because the story of Bitcoin's social utility is so untold. He says that if the head of the UN knew that 300,000 refugees have used Bitcoin to flee their homeland and set up from scratch, then those sorts of stories would just find their way through into popular consciousness much more.

00:02:09 – Marines Fire Shells Over California HighwayKnight exposes a military “live-fire celebration” that showered shrapnel onto a civilian highway, calling it proof that Trump's Pentagon is normalizing domestic intimidation through military spectacle. 00:08:18 – Amazon Outage & Internet FragilityKnight covers the massive AWS crash that crippled major apps and government systems, warning it reveals how centralized and fragile America's digital backbone has become under Big Tech monopolies. 00:24:20 – Martial Law Pretext: The Cartel ThreatHe warns that DHS and ICE are manufacturing a cartel narrative to justify martial law and domestic troop deployment, framing it as “the next 9/11 pretext for total control.” 00:35:25 – mRNA Declared a Weapon of Mass DestructionKnight highlights a declaration by Indigenous nations labeling mRNA vaccines as biological weapons—calling it historic recognition that global elites used medicine as warfare. 01:06:31 – Trump Betrays American FarmersKnight slams Trump for defending agricultural imports from Argentina, accusing him of sabotaging U.S. farmers to reward global financiers while rural America collapses. 01:13:54 – Argentina's Corruption & “Libertarian” MythHe compares Trump and Javier Milei as “globalist twins,” exposing Argentina's IMF-backed “libertarian” reforms as propaganda for centralized financial control. 01:50:18 – Jared Kushner's $2.5 Billion Gulf DealsKnight details Kushner's billion-dollar Gulf investments as evidence that Trump's family turned the presidency into a profit machine through foreign payoffs and influence peddling. 02:26:03 – U.S. Kills Innocent Fisherman in Colombia StrikeKnight condemns Trump's unauthorized Caribbean bombings, including a strike that killed a Colombian fisherman, calling it an unconstitutional act of state terrorism. 02:53:20 – Israel's Gaza Ceasefire Collapse & Kushner's ProfiteeringKnight reports renewed Gaza bombings tied to Kushner's investment ventures, arguing Trump's allies are turning war and reconstruction into tools of personal enrichment. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

00:02:09 – Marines Fire Shells Over California HighwayKnight exposes a military “live-fire celebration” that showered shrapnel onto a civilian highway, calling it proof that Trump's Pentagon is normalizing domestic intimidation through military spectacle. 00:08:18 – Amazon Outage & Internet FragilityKnight covers the massive AWS crash that crippled major apps and government systems, warning it reveals how centralized and fragile America's digital backbone has become under Big Tech monopolies. 00:24:20 – Martial Law Pretext: The Cartel ThreatHe warns that DHS and ICE are manufacturing a cartel narrative to justify martial law and domestic troop deployment, framing it as “the next 9/11 pretext for total control.” 00:35:25 – mRNA Declared a Weapon of Mass DestructionKnight highlights a declaration by Indigenous nations labeling mRNA vaccines as biological weapons—calling it historic recognition that global elites used medicine as warfare. 01:06:31 – Trump Betrays American FarmersKnight slams Trump for defending agricultural imports from Argentina, accusing him of sabotaging U.S. farmers to reward global financiers while rural America collapses. 01:13:54 – Argentina's Corruption & “Libertarian” MythHe compares Trump and Javier Milei as “globalist twins,” exposing Argentina's IMF-backed “libertarian” reforms as propaganda for centralized financial control. 01:50:18 – Jared Kushner's $2.5 Billion Gulf DealsKnight details Kushner's billion-dollar Gulf investments as evidence that Trump's family turned the presidency into a profit machine through foreign payoffs and influence peddling. 02:26:03 – U.S. Kills Innocent Fisherman in Colombia StrikeKnight condemns Trump's unauthorized Caribbean bombings, including a strike that killed a Colombian fisherman, calling it an unconstitutional act of state terrorism. 02:53:20 – Israel's Gaza Ceasefire Collapse & Kushner's ProfiteeringKnight reports renewed Gaza bombings tied to Kushner's investment ventures, arguing Trump's allies are turning war and reconstruction into tools of personal enrichment. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

In this episode, Scott Becker explores concerns about the AI sector, including OpenAI's massive computing costs and the IMF's warning that U.S. AI investments may be entering bubble territory.

HEADLINE: Russian War Economy Stalls as Oil Prices Decline and Sanctions Bite GUEST NAME: Michael Bernstam SUMMARY: Michael Bernstam reports that the Russian economy is struggling as global oil prices decline and sanctions increase transportation costs, leading to a $13 to $14 per barrel discount on Russian oil. The "military Keynesianism" economy is exhausted, resulting in staff cuts across industrial sectors. Forecasts indicate contraction in late 2025 and 2026, with the IMF lowering its growth projection for 2025 to 0.6%. Russia is avoiding sanctions by routing payments through neighbors like Kyrgyzstan, who have become major financial hubs. 1945

SHOW SCHEDULE 10-15--25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1964 ATLANTIC CITYCONVENTION HALL THE SHOW BEGINS IN THE DOUBTS ABOUT CONGRESS.... 10-15--25 FIRST HOUR 9-915 HEADLINE: Obamacare Subsidies Trigger Government Shutdown Debate GUEST NAME: Michael Toth SUMMARY: Michael Toth explains that the current government shutdown debate centers on extending two expensive Biden-era Obamacare subsidies. These changes allow individuals earning over 400% of the federal poverty line to receive subsidies and provide 100% coverage for the near-poor. The original Obamacare cross-subsidy structure failed because young, healthy individuals found premiums too high. Toth advocates deregulation, such as allowing insurance companies to charge lower, risk-adjusted rates and enabling single business owners to use Professional Employer Organizations (PEOs) for cheaper coverage. 915-930 HEADLINE: Obamacare Subsidies Trigger Government Shutdown Debate GUEST NAME: Michael Toth SUMMARY: Michael Toth explains that the current government shutdown debate centers on extending two expensive Biden-era Obamacare subsidies. These changes allow individuals earning over 400% of the federal poverty line to receive subsidies and provide 100% coverage for the near-poor. The original Obamacare cross-subsidy structure failed because young, healthy individuals found premiums too high. Toth advocates deregulation, such as allowing insurance companies to charge lower, risk-adjusted rates and enabling single business owners to use Professional Employer Organizations (PEOs) for cheaper coverage. 930-945 HEADLINE: Hamas, Hostages, and Middle East Turmoil: Challenges to the Trump Ceasefire Plan GUEST NAME:Jonathan Schanzer SUMMARY: Jonathan Schanzer discusses complications in the Trump ceasefire plan, including Hamas delaying the return of deceased hostages to maintain leverage. The released prisoners, including potential Hamas leaders, raise concerns about where the organization's center of gravity will shift if they are deported to places like Turkey or Qatar. Schanzer views Turkey, an autocratic supporter of Hamas, as a problematic guarantor of the ceasefire. Internationally, Iran continues its nuclear program despite snapback sanctions, and al-Sharaa is meeting with Putin regarding Russian assets in Syria. 945-1000 HEADLINE: Hamas, Hostages, and Middle East Turmoil: Challenges to the Trump Ceasefire Plan GUEST NAME:Jonathan Schanzer SUMMARY: Jonathan Schanzer discusses complications in the Trump ceasefire plan, including Hamas delaying the return of deceased hostages to maintain leverage. The released prisoners, including potential Hamas leaders, raise concerns about where the organization's center of gravity will shift if they are deported to places like Turkey or Qatar. Schanzer views Turkey, an autocratic supporter of Hamas, as a problematic guarantor of the ceasefire. Internationally, Iran continues its nuclear program despite snapback sanctions, and al-Sharaa is meeting with Putin regarding Russian assets in Syria. SECOND HOUR 10-1015 HEADLINE: China's Predicament in the Middle East and Domestic Economic Instability GUEST NAME: General Blaine Holt SUMMARY: General Blaine Holt analyzes China's strategic challenges, noting Beijing is concerned about losing access to critical oil and gas resources as US leadership advances the Abraham Accords. China's previous regional deals, like the Saudi-Iran agreement, lacked substance compared to US business commitments. Holt suggests internal pressures might lead Iran toward the Accords. Domestically, China faces accelerating deflation and uncertainty regarding Xi Jinping's leadership due to four competing factions before the fourth plenum. 1015-1030 HEADLINE: South Korea's Descent into Authoritarianism and Persecution of Opposition GUEST NAME: Morse Tan SUMMARY: Morse Tan argues that South Korea is moving toward a "rising communist dictatorship" that oppresses political and religious figures. The indictment of the Unification Church leader and the targeting of the rightful President Yoon exemplify this trend. This persecution serves as an intimidation campaign, demonstrating the regime's disregard for the populace. Tan recommends the US implement active measures, including sanctions relating to a coup d'état and visa sanctions, while also pressing for greater military cooperation. 1030-1045 HEADLINE: Russian War Economy Stalls as Oil Prices Decline and Sanctions Bite GUEST NAME: Michael Bernstam SUMMARY: Michael Bernstam reports that the Russian economy is struggling as global oil prices decline and sanctions increase transportation costs, leading to a $13 to $14 per barrel discount on Russian oil. The "military Keynesianism" economy is exhausted, resulting in staff cuts across industrial sectors. Forecasts indicate contraction in late 2025 and 2026, with the IMF lowering its growth projection for 2025 to 0.6%. Russia is avoiding sanctions by routing payments through neighbors like Kyrgyzstan, who have become major financial hubs. 1045-1100 HEADLINE: Lessons from the Swiss National Bank: Risk-Taking, Exchange Rates, and Fiscal Responsibility GUEST NAME: John Cochrane SUMMARY: Economist John Cochrane analyzes the Swiss National Bank (SNB), noting it differs greatly from the US Federal Reserve by investing heavily in foreign stocks and bonds to manage the Swiss franc's exchange rate. The SNB's massive balance sheet carries risks accepted by Swiss taxpayers and the Cantons. Switzerland, being fiscally responsible (running no budget deficits), finds central banking easier. Cochrane advises that the US Fed should not be buying stocks or venturing into fiscal policy. THIRD HOUR 1100-1115 HEADLINE: China Retaliates Against Dutch Chipmaker Seizure Amid European Fragmentation GUEST NAME:Theresa Fallon SUMMARY: Theresa Fallon discusses China imposing export controls on Nexperia after the Dutch government seized control of the chipmaker, which was owned by China's Wingtech. The Dutch acted due to fears the Chinese owner would strip the technology and equipment, despite Nexperia producing low-quality chips for cars. Fallon notes Europe needs a better chip policy but struggles to speak with one voice, as fragmented policy allows China to drive wedges and weaken the EU. 1115-1130 HEADLINE: China's Economic Slowdown, Deflation, and the Spectre of Japanification GUEST NAME: Andrew Collier SUMMARY: Andrew Collier discusses China's economic woes, characterized by persistent deflation, with the CPI down 0.3% (6 out of 9 months in the red) and the PPI down for 36 straight months. This environment raises concerns about "Japanification"—a multi-decade slowdown after a property crash. Major structural changes to stimulate consumer consumption are unlikely at the upcoming Communist Party plenum, as the system favors state investment. The property market collapse means foreign investment is leaving, and Collier suggests the economy may not bottom until 2027 or 2028. 1130-1145 HEADLINE: SpaceX Starship Success, Private Space Dominance, and Government Inaction GUEST NAME: Bob Zimmerman SUMMARY: Bob Zimmerman describes SpaceX's Starship Super Heavy 11th test flight as "remarkable," highlighting successful booster reuse and controlled re-entry despite missing tiles. He asserts that private enterprise, like SpaceX, runs the "real American space program" aimed at Mars colonization, outpacing government efforts. In contrast, European projects like Callisto, proposed in 2015, demonstrate government "inaction." JPL is also laying off staff following the cancellation of the Mars sample return project, forcing organizations like Lowell Observatory to seek private funding. 1145-1200 HEADLINE: SpaceX Starship Success, Private Space Dominance, and Government Inaction GUEST NAME: Bob Zimmerman SUMMARY: Bob Zimmerman describes SpaceX's Starship Super Heavy 11th test flight as "remarkable," highlighting successful booster reuse and controlled re-entry despite missing tiles. He asserts that private enterprise, like SpaceX, runs the "real American space program" aimed at Mars colonization, outpacing government efforts. In contrast, European projects like Callisto, proposed in 2015, demonstrate government "inaction." JPL is also laying off staff following the cancellation of the Mars sample return project, forcing organizations like Lowell Observatory to seek private funding. FOURTH HOUR 12-1215 HEADLINE: Commodity Market Trends and UK's Lack of Risk Appetite for AI Innovation GUEST NAME: Simon Constable SUMMARY: Simon Constable notes that data center expansion for AI is increasing prices for copper (up 15%) and steel (up 14%). He points out that the UK lags significantly behind the US in building new AI data centers (170 vs. 5,000+) due to a lack of risk appetite, insufficient wealth, and poor marketing of new ideas. Separately, Constable discusses the collapse of a UK China spying trial because the prior government failed to officially classify China as a national security threat during the alleged offenses. 1215-1230 HEADLINE: Commodity Market Trends and UK's Lack of Risk Appetite for AI Innovation GUEST NAME: Simon Constable SUMMARY: Simon Constable notes that data center expansion for AI is increasing prices for copper (up 15%) and steel (up 14%). He points out that the UK lags significantly behind the US in building new AI data centers (170 vs. 5,000+) due to a lack of risk appetite, insufficient wealth, and poor marketing of new ideas. Separately, Constable discusses the collapse of a UK China spying trial because the prior government failed to officially classify China as a national security threat during the alleged offenses. 1230-1245 HEADLINE: AI Regulation Debate: Premature Laws vs. Emerging Norms GUEST NAME: Kevin Frazier SUMMARY: Kevin Frazier critiques the legislative rush to regulate AI, arguing that developing norms might be more effective than premature laws. He notes that bills like California's AB 1047, which demands factual accuracy, fundamentally misunderstand AI's generative nature. Imposing vague standards, as seen in New York's RAISE Act, risks chilling innovation and preventing widespread benefits, like affordable legal or therapy tools. Frazier emphasizes that AI policy should be grounded in empirical data rather than speculative fears. 1245-100 AM HEADLINE: AI Regulation Debate: Premature Laws vs. Emerging Norms GUEST NAME: Kevin Frazier SUMMARY: Kevin Frazier critiques the legislative rush to regulate AI, arguing that developing norms might be more effective than premature laws. He notes that bills like California's AB 1047, which demands factual accuracy, fundamentally misunderstand AI's generative nature. Imposing vague standards, as seen in New York's RAISE Act, risks chilling innovation and preventing widespread benefits, like affordable legal or therapy tools. Frazier emphasizes that AI policy should be grounded in empirical data rather than speculative fears.

Today, the Institute for Fiscal Studies has warned the Chancellor she's risking being stuck in ‘Groundhog Day' when it comes to her upcoming Autumn budget.Adam is joined by Faisal, who's been speaking to Chancellor Reeves at the IMF summit in Washington DC, and Helen Miller, director of the Institute for Fiscal Studies, who have published their Green Budget document today. They discuss why Rachel Reeves should fear being stuck in an economic doomloop, the taxes that could rise in November's budget, and what the chancellor has said to Faisal about ‘targeted action' on inflation and the cost of living. And, BBC Security Correspondent Frank Gardener has been at a lock-in listening to the MI5 boss Sir Ken McCallum giving his annual speech on threats to the UK. Adam and Frank discuss what Sir Ken said about the UK's relationship with China, following this week's collapsed China spy case. You can now listen to Newscast on a smart speaker. If you want to listen, just say "Ask BBC Sounds to play Newscast”. It works on most smart speakers. You can join our Newscast online community here: https://bbc.in/newscastdiscordGet in touch with Newscast by emailing newscast@bbc.co.uk or send us a WhatsApp on +44 0330 123 9480.New episodes released every day. If you're in the UK, for more News and Current Affairs podcasts from the BBC, listen on BBC Sounds: https://bbc.in/4guXgXd Newscast brings you daily analysis of the latest political news stories from the BBC. The presenter was Adam Fleming. It was made by Miranda Slade with Shiler Mahmoudi and Sophie Millward. The social producer was Beth Pritchard. The technical producer was Mike Regaard. The assistant editor is Chris Gray. The senior news editor is Sam Bonham.

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe [CB] system causes inflation, the housing market has become so expensive that people can no longer afford it. Trump and Bessent are now putting the blame on the D's shutdown because it is hurting the economy, [CB] failed again. Trump funding Argentina, not the IMF, boom. Fed ready to tighten, they are trying to raise long term rates, this plan will not work. The [DS] is in panic mode. All they have left is protect what they have here in this country, if they lose the illegals and the ability to cheat in the election they are screwed. The Supreme Court is hearing arguments in regards to the Voting Rights Act. If the SC rules against the D's they will lose 19 seats. Trump is pushing the [DS] down the path of war. "To Know Your Enemy, You Must Become Your Enemy" Sun Tzu. Every Battle Is Won Before It's Ever Fought.   Economy   https://twitter.com/Barchart/status/1978420195581448671 (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/TrumpWarRoom/status/1978461005668606355  https://twitter.com/TrumpWarRoom/status/1978458451048116621 Trump Warns Argentina: Back Milei or Lose US Funds In a rare presidential endorsement in a foreign election, President Donald Trump has thrown his political cachet into the reelection campaign of Argentine President Javier Milei on Tuesday night. "Great meeting today with Javier Milei!" Trump wrote on Truth Social. "He is doing the right things for his Country. I hope the people of Argentina understand how good a job he is doing, and will support his work during the upcoming Midterms, so we can continue to help him achieve Argentina's incredible potential. "Javier Milei has my Complete and Total Endorsement — He will not let you down. MAKE ARGENTINA GREAT AGAIN!" Trump said at the White House on Tuesday he would endorse Milei for reelection and previously had already indicated during the U.N. General Assembly in September he was endorsing Milei, when he handed the Argentine leader a print-out of a Truth Social post with his endorsement. Trump threatened to pull assistance for Argentina — led by a political kindred spirit whose philosophy aligns with that of the Republican administration — if the nation's internal politics don't go the U.S.' way in its upcoming elections. The comments came during a meeting with Milei, whose country is set to hold midterm elections for its legislative body later this month. Source: newsmax.com https://twitter.com/JoeLang51440671/status/1978170213301399633   an extraordinary bailout of Argentina.” “The U.S. is providing a $20 billion currency swap line with Argentina's central bank — essentially exchanging stable U.S. dollars with volatile pesos.” https://cnbc.com/2025/10/13/the-us-has-stepped-in-with-an-extraordinary-bailout-of-argentina-heres-what-it-means.html Did you know that Argentina used to be one of the most wealthy countries in the world? Guess when they were considered one of the wealthiest countries and the significance of what happened in America that year? “By 1913, Argentina was among the world's wealthiest nations per capita, with its income comparable to that of Western Europe and even surpassing countries like France, Germany, and Italy.

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture IMF panicking, global debt is getting out of hand and there is no event people will know that debt destroyed the economic system. D's are trying to push the shutdown to cause an economic event to blame on Trump. Jamie Dimon predicts a market crash. Trump's new parallel economic system is about to take off,  Trump's says gas prices will go below $2 a gallon. The D's are trapped, the shutdown is not working the way they thought. The people are on the side of Trump and team. Schiff projects on how the insurrection might start. Are they planning a [FF]? Trump has now trapped the D's/[DS] with peace. Trump is shutting down their endless wars. He is weakening the [DS]. Leverage is the key.   Economy IMF issues global debt warning Global public debt will exceed the size of the world economy within five years, IMF chief Kristalina Georgieva warned on Wednesday, calling the trend a “sobering reality” for policymakers worldwide. Public debt refers to the total debt held by governments, businesses, and households. Georgieva said the surge in borrowing is driven by fiscal deficits, pandemic legacies, and rising interest costs in both advanced and emerging economies.  Source: rt.com (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"); Consumer Sentiment Cracking Amid Gov't Shutdown; 17% Of Americans Delay Major Purchases, Survey   Redfin conducted a survey last Friday - just several days into the shutdown - that found 17% of respondents are delaying major purchases, such as a home or vehicle, because of the political turmoil in Washington, D.C. Roughly one in six (17%) Americans are delaying a major purchase like a home or car because of the federal government shutdown, according to a new Redfin survey. Another 7% are canceling plans for a major purchase altogether. The majority of Americans (65%) said the government shutdown has no impact on their purchasing plans.   Source: zerohedge.com JPMorgan's Jamie Dimon warns of potential stock market correction Jamie Dimon, chief executive of JPMorgan Chase & Co., has sounded the alarm for financial professionals and investors, warning that the stock market may be overdue for a correction. Dimon's remarks, made in an interview with the BBC during a visit to the UK, reflected his growing unease about the durability of the current bull market. The banker, whose views are closely watched by financial professionals, said there is a “30% chance of a correction,” citing a confluence of risks facing the economy and markets. “I'm far more worried than others,” Dimon said, underscoring his concerns about persistent inflation, rising interest rates, and geopolitical instability. Source:  investmentnews.com  IRS to Furlough Nearly Half Its Staff in Shutdown Week 2 The IRS will furlough nearly half of its workforce on Wednesday as part of the ongoing government shutdown, according to an updated contingency plan posted to its website. Most IRS operations are closed, the agency said in a separate letter to its workers. Source: newsmax.com https://twitter.com/KobeissiLetter/status/1976343261556908094 Political/Rights