Podcasts about imports

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DH Unplugged
DHUnplugged #771: Red October?

DH Unplugged

Play Episode Listen Later Oct 1, 2025 62:29


Crypto pulling back October - one of the toughest months Day traders - some good news Intel's new growth model PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Crypto pulling back - REMINDER - NEW CTP  for Lithium Americas (LAC) stock! - October - one of the toughest months - Day traders - some good news Markets - New Tariffs announced - Drugs, trucks, kitchen cabinets - Intel's new growth model - Quantum stocks rallying - Powell setting the stage RYDER CUP - What a finish! Friday Jobs Report Labor Dept - may - or may not release jobs report Friday - Fearing that a government shutdown will be problematic - Convenient US to take stake in Lithium Americas - Up 29% - Where are we coming up with all of this $ Red October? -9 of the 20 largest single-day drops in the Dow Jones occurred in October. - 1907 Bank Panic - 1929 Crash (Black Tuesday) - 1987 Crash (Black Monday, -22.6% in one day) - 2008 Financial Crisis (S&P 500 fell ~17% in October alone) - Since 1950, the S&P 500 has averaged a gain of ~0.91% in October -Over the past 20 years, October has been relatively favorable, with average gains between 0.8% and 1.5% for the S&P 500, Dow, and Nasdaq. -October is 35% more volatile than the average month. Saudi Arabia for the Win! - Electronic Arts rallied on Friday following a report by the Wall Street Journal that the video game company is nearing a roughly $50 billion deal to go private. - The deal would likely be the largest leverage buyout of all time, according to the Journal. - Investors including Saudi Arabia's Public Investment Fund and Silver Lake could announce the deal as soon as next week, the report said - Also in n the TikTok Deal - what is up with that? - Oh - Jared Kushner's Affinity Partners is another participating investor, according to a source familiar with the matter, who asked not to be named because the discussions are private. On the Other hand - Shares of CarMax fell to an all-time low on Thursday, as investors disposed of positions after disappointing second-quarter earnings results. - This followed surprisingly disappointing financial and operating results, with retail used unit sales declining 5.4 percent, and comparable same-store sales decreasing 6.3 percent. - Net income declined by 28.16 percent to $95.4 million from $132.8 million in the same period last year, while net sales and operating revenues dropped by 6 percent to $6.59 billion from $7.013 billion year-on-year. - Carvana next or reason why KMX doing poorly? Ponzi Accusations - The Securities and Exchange Commission (SEC) is accusing the men who bought bankrupt chains RadioShack, Modell's Sporting Goods, and Pier 1 Imports of running a Ponzi scheme that duped investors out of tens of millions of dollars. - A complaint filed in the U.S. District Court for the Southern District of Florida on Tuesday, alleges the co-founders of Miami-based Retail Ecommerce Ventures, Alex Mehr and Tai Lopez, together with the company's Chief Operating Officer Maya Burkenroad, raised approximately $112 million combined from hundreds of U.S. investors by selling investments in eight companies they created and controlled under Retail Ecommerce Ventures. - Between April 2020 through Nov. 2022, they raised money by selling two types of investments. They sold unsecured notes that promised returns of up to 25% a year, and ownership shares that offered monthly payouts as high as 2%, according to the complaint.| - To pay interest, dividends and maturing note payments, Mehr and Lopez resorted to using a combination of loans from outside lenders, merchant cash advances, money raised from new and existing investors,

Australia Wide
Prime Minister 'concerned' by reports of Chinese ban on BHP iron ore imports

Australia Wide

Play Episode Listen Later Oct 1, 2025 30:09


Coverage that provides news and analysis of national issues significant to regional Australians.

Perpetual Traffic
The Future of Media Buying: John Moran on cAPI Imports + Edge Tagging (Part 1)

Perpetual Traffic

Play Episode Listen Later Sep 30, 2025 32:24


Stop guessing! Make data-driven marketing decisions with confidence with the Tier 11 Data Suite.Get it here: https://www.tiereleven.com/what-we-do/data-suite The rules keep changing. The days of manually targeting customers by demographics and psychographics are long gone. With Meta and Google embracing auto-targeting, auto-bidding, and combined campaign systems, counting sales after an ad is no longer enough. In today's episode, Tier 11's John Moran breaks down the shifts in digital media, emphasizing the importance of granular data and distinguishing between new and returning customers. He introduces "first click edge tagging," showing how you can take control of the attribution process and measure what truly matters to your business. Plus, we explore content diversification and creative testing strategies to help you identify what resonates with your audience. It's time to move past the limitations of default ad tracking and align your ad spend with long-term growth goals.In this episode:- Current shifts in digital media and campaign targeting- The impact of Google and Meta's merged campaigns- ‘First click edge tagging' for marketing attribution- Aligning ad goals and creatives with business objectives- Case study: Beauty brand cutting CPA from $27 to $7- Understanding model data and algorithm impactListen to this episode on your favorite podcast channel:Follow and listen on Apple: https://podcasts.apple.com/us/podcast/perpetual-traffic/id1022441491 Follow and listen on Spotify:https://open.spotify.com/show/59lhtIWHw1XXsRmT5HBAuK Subscribe and watch on YouTube: https://www.youtube.com/@perpetual_traffic?sub_confirmation=1We appreciate your support!Visit our website: https://perpetualtraffic.com/ Follow us on X: https://x.com/perpetualtraf Connect with John Moran:LinkedIn: https://www.linkedin.com/in/johnmorangads Connect with Ralph Burns: LinkedIn - https://www.linkedin.com/in/ralphburns Instagram - https://www.instagram.com/ralphhburns/ Hire Tier11 - https://www.tiereleven.com/apply-now Connect with Lauren Petrullo:Instagram - https://www.instagram.com/laurenepetrullo/LinkedIn -

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Market View: Trump sets 10% tariff on lumber imports, higher tariffs on wooden products, proposes 100% duty on films made out of the US; A possible US government shutdown looms – what could be different this time around?; Shares of China's Zijin Gold I

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Sep 30, 2025 15:22


Singapore shares inched higher today as Asian markets traded mixed. The Straits Times Index was up 0.45% at 4,289.14 points at 2.24pm Singapore time, with a value turnover of S$874.21M seen in the broader market. In terms of counters to watch, we have UOB. The bank announced yesterday that its cardholders in Singapore will be able to redeem reward points when travelling in Johor Bahru, Malaysia. Elsewhere, from how US President Donald Trump signed a proclamation to set a 10 per cent tariff on imports of lumber and 25 per cent on vanities and upholstered wooden products, to how China’s Zijin Gold saw shares soar as much as 66 per cent in their trading debut as gold prices reach record high – more international headlines remained in focus. Also on deck – more on a possible US government shutdown. Plus – how Boeing is reportedly in the early stages of developing a replacement for the 737 MAX. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management.See omnystudio.com/listener for privacy information.

Pots & Trowels Podcast
Clematis Crisis, Fake Seed Imports & Perfecting Your Pond Plants

Pots & Trowels Podcast

Play Episode Listen Later Sep 28, 2025 37:27


Martin's been to Lincolnshire Pond Plants, who are busy moving to a larger site! We've got listeners' questions on clematis and basil, there's an update on the suspect Venus fly-trap seeds and the usual weekly garden tasks!Pauline's Dad's Green Tomato Chutney RecipeMakes about 1 ½ kg or 3 ½ lb1.2kg (2 ½ lb) green tomatoes roughly chopped2 onions, peeled and chopped6 cloves garlic, peeled and crushedThumb size piece of root ginger, peeled & finely sliced3 large cooking apples, peeled, cored and chopped225g (8oz) sultanas or raisins1 level  tbspn yellow mustard seeds1 level tbspn salt½ cinnamon stick2 pieces star annise280ml (½ pint) cider vinegar140ml (¼ pint) orange juice450g (1lb) light muscovado sugarSterilised jars and lids MethodPut all the ingredients, except the sugar into a preserving pan and place over a medium heat. Bring to a boil then reduce the heat and simmer for 1-1 ½ hours until the ingredients have softened.Remove from the heat and add the sugar. Stir until it dissolvesReturn to the heat and simmer for approx. 1 hour until the mixture has thickenedStir occasionally but as it starts to thicken stir a little more to stop the chutney from catching on the bottom of the panVisit potsandtrowels.com for links to all the videos & podcast episodesEmail Questions to info@potsandtrowels.com Our weekly YouTube videos are here: Pots & Trowels YouTubeThe Pots & Trowels team:Martin FishJill FishSean RileyFind out more about Martin & Jill at martinfish.com Find out more about Sean at boardie.comPodcast produced by the team, edited by Sean, hosted by buzzsprout.com

TechCrunch
The Trump administration is going after semiconductor imports

TechCrunch

Play Episode Listen Later Sep 27, 2025 6:42


Plus, Sierra Space's spaceplane faces a reinvention after NASA contract change. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Worst of The RIOT by RadioU
Attack of the killer squirrels | The RadioU Podcast

Worst of The RIOT by RadioU

Play Episode Listen Later Sep 26, 2025 34:17


Why are the owners of Pier 1 Imports and Radio Shack getting sued? Also, how fast could you run on all fours? Sparkle joins to share her favorite tailgate recipe, Hudson and Aly make their weekend football picks, and much more in this episode of The RadioU Podcast!

Squawk Box Europe Express
Trump slaps pharma imports with 100% tariff

Squawk Box Europe Express

Play Episode Listen Later Sep 26, 2025 23:17


Pharma stocks in Asia plunge following President Trump slapping tariffs of up to 100 per cent on the sector with the EU avoiding the brunt of the impact due to its trade deal with the U.S. Q2 GDP in the U.S. expands by more than expected, notching the fastest pace of growth in almost two years. President Trump signs an executive order to keep TikTok operational Stateside. The company is valued at $14bn but Beijing avoids commenting on the deal. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Daily Crunch – Spoken Edition
The Trump administration is going after semiconductor imports; also, More executives depart Hyundai's air taxi startup Supernal

The Daily Crunch – Spoken Edition

Play Episode Listen Later Sep 26, 2025 4:10


In its latest bid to boost semiconductor production in the U.S., the Trump administration is reportedly considering a ratio-based approach that would penalize domestic manufacturers with tariffs if they don't produce enough chips. A wider leadership shake-up at Hyundai's electric air taxi startup Supernal is underway just a few weeks after it paused work on its vehicle program and its CEO and CTO left, TechCrunch has learned. Learn more about your ad choices. Visit podcastchoices.com/adchoices

HT Daily News Wrap
Trump Declares 100% Tariff On Pharma Imports From October 1, India May Be Hit

HT Daily News Wrap

Play Episode Listen Later Sep 26, 2025 4:32


Trump Declares 100% Tariff On Pharma Imports From October 1, India May Be Hit Ex-FBI director James Comey indicted on two charges as Trump pushes to prosecute political enemies Omar Abdullah Defends Congress, Blames BJP for Leh Violence During Statehood Protests India squad for West Indies Tests: Nair dropped, no place for Sarfaraz International Emmys 2025: Diljit Dosanjh nominated for Best Actor for ‘Amar Singh Chamkila,' Imtiaz Ali's film also nominated Learn more about your ad choices. Visit megaphone.fm/adchoices

The John Batchelor Show
Preview: Charles Burton discusses Canada's 100% tariff on Chinese EVs which led China to restrict Canadian canola imports, devastating farmers who now pressure Mark Carney to remove the EV tariffs to regain the lost $5 billion market.

The John Batchelor Show

Play Episode Listen Later Sep 24, 2025 2:26


Preview: Charles Burton discusses Canada's 100% tariff on Chinese EVs which led China to restrict Canadian canola imports, devastating farmers who now pressure Mark Carney to remove the EV tariffs to regain the lost $5 billion market. 1922 SASKATCHEWAN 

Grain Markets and Other Stuff
The US is Gonna Bailout Argentina: Should Farmers Be Angry??

Grain Markets and Other Stuff

Play Episode Listen Later Sep 23, 2025 15:05


Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Argentina News6:56 Crop Conditions11:05 Brazil Update12:04 Grain Shipments13:00 Cattle Rally

GMS Podcasts
GMS Weekly Podcast | Week 38 Ship Recycling Recap – India's Suspect Imports, Bangladesh Sporadic, Pakistan Waiting, Turkey Sliding

GMS Podcasts

Play Episode Listen Later Sep 22, 2025 3:11


In this Week 38 edition of the GMS Weekly Podcast, we cover the latest ship-recycling market trends, freight activity, steel prices, and key port updates from India, Bangladesh, Pakistan, and Turkey. This week's theme: September Serene? Global Market Overview Freight activity stayed mixed as the Baltic Dry Index held steady: Capesize gained about 1 percent, while Panamax and Supramax fell nearly 2 percent and 3 percent. Oil prices moved only slightly higher, with WTI crude closing at USD 62.74 per barrel, still down 1.4 percent for the month and 10.8 percent year on year. Currency markets softened: Indian rupee firmed to INR 88.09, Pakistani rupee to PKR 283.44, Bangladeshi taka to BDT 121.74, while Turkish lira slipped to TRY 41.41. Steel plate prices were steady across major recycling hubs: India USD 448 per ton, Pakistan USD 619 per ton, Bangladesh USD 519 per ton. Bangladesh Activity remains sporadic. Recyclers focused on larger LDT and LNG units as smaller ships drew little interest. One fresh LDT tanker arrival broke the quiet. The taka eased to BDT 121.74 and steel plate prices held at USD 519 per ton. With February 2026 elections ahead and infrastructure demand weak, most recyclers stay cautious. India Alang stayed the busiest yard, recording about 84 K LDT of arrivals including several OFAC-listed or sanctioned units that other markets rejected. Prime Minister Modi's visit to Bhavnagar caused partial shutdowns, but demand held firm. The rupee strengthened to INR 88.09 and steel plate prices remained flat at USD 448 per ton. India continues to lead LNG recycling sales. Pakistan Gadani logged a third straight week of no arrivals. DASR certification and slow Hong Kong Convention yard upgrades continue to limit activity. Still, fundamentals are strong: PKR strengthened to 283.44 and steel plate prices remain near the industry high at USD 619 per ton. Progress on HKC compliance could allow a market rebound later this year. Turkey The market remained quiet. The lira weakened further to TRY 41.41, import steel prices fell for a second consecutive week, and recycling activity stayed minimal. Beach Breakdown Global freight markets steadied and steel prices were unchanged. India saw the most arrivals, Bangladesh stayed selective, Pakistan waited for yard approvals, and Turkey remained subdued. For full details, vessel rankings, and port positions, download the GMS Weekly on our website or mobile app. Follow GMS on LinkedIn, Facebook, Instagram, and Twitter for daily updates.

RNZ: Checkpoint
Breakers ready to win with new owners, imports and captain

RNZ: Checkpoint

Play Episode Listen Later Sep 17, 2025 3:58


The New Zealand Breakers were best team in the Australian National Basketball League in pre-season, but the real competition begins in front of their home fans on Friday. With new owners, new imports and a new captain the Breakers are aiming for their first Championship in a decade. Sports reporter Felicity Reid spoke to Lisa Owen.

The Best of the Money Show
Tyre Trouble: SA Manufacturers call for urgent action on dumping imports

The Best of the Money Show

Play Episode Listen Later Sep 15, 2025 11:28 Transcription Available


Motheo Khoaripe speaks to Nduduzo Chala, Managing Executive at SATMC, about the South African Tyre Manufacturers Conference's plea for anti-dumping relief, as local producers warn that unchecked imports—especially from China—could inflate tyre prices by up to 41%, threatening transport costs, safety, and livelihoods. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

SAfm Market Update with Moneyweb
Tyre manufacturers call for intervention as imports puncture the market

SAfm Market Update with Moneyweb

Play Episode Listen Later Sep 15, 2025 13:01


Nduduzo Chala – CEO, South African Tyre Manufacturers Conference SAfm Market Update - Podcasts and live stream

Racing Girls Rock Podcast
Turbocharged Life: The Lisa Kubo Story

Racing Girls Rock Podcast

Play Episode Listen Later Sep 13, 2025 36:44 Transcription Available


Send us a textFrom street racing at age four to making history as the first driver to break the seven-second barrier in a front-wheel drive car, Lisa Kubo's motorsports journey embodies the revolutionary spirit that transformed import racing from underground gatherings to professional competition.Lisa's story begins with motorsports in her blood – her baby book even documents her two-week-old self watching her father win street races. That early exposure blossomed into a pioneering career that helped define an entire motorsport category. During our conversation, she vividly recounts the transition from being part of the "red-headed stepchildren" of racing to becoming a professional competitor overnight when organizations like Battle of the Imports, IDRC, and NHRA created platforms for import racers.The most captivating chapter in Lisa's career came when Saturn Motorsports recruited her to challenge corporate General Motors in the quest to be the first front-wheel drive to break the seven-second barrier. "Here's us, a bunch of kids from the Honda world, going up against corporate GM," she recalls. The underdog story culminated in a historic 7.96-second pass at West Palm Beach's Moroso track – a record that earned her recognition, championship jackets, and a $10,000 bounty.Beyond the trophies and records, Lisa reflects on how motorsports shaped her character, teaching her to be what she calls a "chameleon" who could navigate any environment from corporate sponsors to pit areas. These life lessons – emotional control, financial management, professional poise – came during her formative years when most peers were in college.Today, Lisa manages a performance shop in Florida while rebuilding her iconic Civic race car after a 20-year hiatus. Her goal isn't necessarily to dominate again but to honor her legacy and the supporters who've encouraged her return. Follow her comeback journey on Instagram and TikTok @lisaKuboracing and witness the next chapter of this remarkable motorsports pioneer.Support the showFACEBOOK: https://www.facebook.com/womensmotorsportsnetworkandpodcast INSTAGRAM: https://www.instagram.com/womensmotorsportsnetwork/ LINKEDIN: https://www.linkedin.com/in/melindarussell/ TIKTOK: https://www.linkedin.com/in/melindarussell/ X: https://x.com/IWMANation FACEBOOK Personal Page: https://www.facebook.com/melinda.ann.russell

Grain Markets and Other Stuff
China Imports a Record Amount of Soybeans, but NONE from the US

Grain Markets and Other Stuff

Play Episode Listen Later Sep 9, 2025 13:28


Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 China Imports5:26 Crop Progress9:21 Brazil Planting Begins10:57 Russia Wheat11:54 Grain Shipments

AP Audio Stories
Ethiopia launches Africa's largest dam as neighbors eye power imports

AP Audio Stories

Play Episode Listen Later Sep 9, 2025 0:42


AP correspondent Charles de Ledesma reports Ethiopia has opened a mammoth dam along the Blue Nile, in a ceremony full of pomp and color.

Fruit Grower Report
No On Trump Tariffs

Fruit Grower Report

Play Episode Listen Later Sep 9, 2025


The Federal Court of Appeals has decided that President Donald Trump does not have the power to set tariffs on imports based on the International Emergency Economic Powers Act.

Communism Exposed:East and West
Trump Urges Europe to Cut Russian Oil Imports, Increase Pressure on China

Communism Exposed:East and West

Play Episode Listen Later Sep 5, 2025 4:55


Voice-Over-Text: Pandemic Quotables
Trump Urges Europe to Cut Russian Oil Imports, Increase Pressure on China

Voice-Over-Text: Pandemic Quotables

Play Episode Listen Later Sep 5, 2025 4:55


5 live Rugby League
Rugby League Top 10: Imports

5 live Rugby League

Play Episode Listen Later Sep 4, 2025 47:03


The signing of overseas players hasn't always meant adding quality to the competition, but this list of the very best certainly did. Although it's fair to say some made much more of an impact than others.For instance, the 'greatest player of all-time', Andrew Johns, made just three appearances for Warrington at the end of the 2005 season, and couldn't lead them to silverware. In the 1980s it was common practice for legendary NRL players to sign short-term contracts in England during the off-season 'Down Under'. More recently, imports have actually made their name in Super League, winning Grand Finals, Challenge Cups and earning recognition as the Man of Steel.Widely regarded as one of the games' finest players, Australian international player and coach, Mal Meninga, joined St Helens for the 1984/85 season and helped them win the Lancashire Cup and Premiership title. While Kiwi centre, Dean Bell, won seven successive Challenge Cup Finals with Wigan, including three as captain, and made such an impact he was the subject of 'This is Your Life' in 1993.Robbie Paul followed his brother Henry to Bradford and lit up the game making rugby league 'cool'. He was named 'Super League Player of the Season' aged just 20, whilst loose-forward Adrian Vowles with Castleford, centre Jamie Lyon at St Helens, full-back Brett Hodgson with Huddersfield and winger and goal-kicking machine Pat Richards at Wigan were all crowned the 'Man of Steel' between 1999 and 2010.Joining Robbie at the Bulls was 'The Volcano', Lesley Vainikolo. The huge New Zealand winger won two Super League titles and three Challenge Cup finals with Bradford scoring 149 tries in 152 games. And more recently, Wigan's Bevan French has really shone in Super League, not only winning silverware, but incredibly being named as 'Player of the Match' in three finals during 2024.So, who will take the accolade as the greatest import of all?

The Mike Hosking Breakfast
Carolyn Young: Retail NZ CEO on the impact of Temu on the value of New Zealand's imports

The Mike Hosking Breakfast

Play Episode Listen Later Sep 2, 2025 3:45 Transcription Available


The growing volume of purchases from the likes of Shein and Temu are hitting New Zealand's import economy hard. Stats New Zealand has revised the National Accounts, with imports down $2.5 billion in the June quarter. The average value of parcels has dropped sharply, driven by fast fashion and cheap e-commerce. Retail NZ CEO Carolyn Young told Mike Hosking a lot more people are looking to buy goods from overseas retailers as opposed to New Zealand. She says they're trying to encourage people to buy from local stores and businesses, as it's important to try keep the money in our economy as opposed to shipping it off to China. LISTEN ABOVE See omnystudio.com/listener for privacy information.

AP Audio Stories
Modi and Putin meet on summit sidelines as India faces steep US tariff over Russian oil imports

AP Audio Stories

Play Episode Listen Later Sep 1, 2025 0:40


AP correspondent Charles de Ledesma reports India and Russia's leaders meet on a summit sidelines with tariffs on the agenda.

The SEGAGuys
Season 6: Episode 10 - "Our Favourite Sega Imports with TomFum of Game Older Podcast"

The SEGAGuys

Play Episode Listen Later Sep 1, 2025 88:30


Importing video games has been a cornerstone of the gaming experience for decades. But in that time, it has changed and evolved. TomFum of Game Older Podcast joins Dan and James to discuss their favourite memories of important and how it has changed over the years.

Macro n Cheese
Ep 343 - Imports Are A Benefit, Exports Are A Cost? with William Mitchell

Macro n Cheese

Play Episode Listen Later Aug 30, 2025 58:04 Transcription Available


In our 14th episode with Australian economist Bill Mitchell, the conversation focuses on the MMT perspective on international trade. Bill explains what is meant by the statement “imports are a benefit, and exports are a cost,” where it fits into the history of economic thought, and some of its implications. A significant portion of the conversation is dedicated to explaining the crucial shift from the Bretton Woods fixed exchange rate system to the modern system of floating exchange rates after 1971. Bill clarifies that in a floating regime, a currency-issuing government is not financially constrained in its domestic policy by “trade imbalances,” as it was under Bretton Woods. The episode also touches on bond vigilantes, the IMF, and the shifting status of the US dollar as the world's reserve currency. William Mitchell is Professor of Economics and Director of the Centre of Full Employment and Equity (CofFEE) at the University of Newcastle, NSW Australia. He is also the Docent Professor of Global Political Economy at the University of Helsinki, Finland, and Guest International Professor at Kyoto University, Japan. Follow Bill's work, including his upcoming books, at https://billmitchell.org/blog/

TODAY
TODAY August 29, 8AM: Labor Day Weekend Forecast I Tariff Loophole on Cheap Imports Ends I Kyle Schwarber Blasts 4 Home Runs

TODAY

Play Episode Listen Later Aug 29, 2025 18:06


Al breaks down our holiday weekend forecast and how this can affect your travel plans. Also, a preview of some Labor Day weekend sales and a tariff loophole ends. Plus, Philly slugger Kyle Schwarber is the 21st player to hit four home runs in a single baseball game. And, tips for the new school year for every level, elementary through high school.

Bring a Trailer Podcast
Video Podcast: Adam Mohr and Steve Kittrell of Mohr Imports, BaT's Local Partner in Monterey

Bring a Trailer Podcast

Play Episode Listen Later Aug 28, 2025 49:58


In epsisode 134 of the BaT Podcast, our second video episode: Alex and team pay a Monterey Car Week visit to our good friends and Local Partners at Mohr Imports. With well over 600 listings under their belts, dynamic duo Adam Mohr and Steve Kittrell know what it takes to put a great listing together and have made many a happy customer in doing just that. The pair talk about the early days and yo-yo-style relocations of the dealership, the mysterious circumstances of the partnership's fruition, how their annual Car Week collection came out of the COVID era, treating every car the same to achieve fair and consistent results, the Wild West of pre-BaT consignment, a notable local celebrity, how alumni listings and our new offers tool add to the transparent history of a car, the photographic embarrassment of riches available to them on the Monterey Peninsula, the Catch-22 of the comments section, and the skills of the folks who help them out on a day to day basis. Got suggestions for our next guest from the BaT community or One Year Garage episode? Let us know at podcast@bringatrailer.com!

Bring a Trailer Podcast
AUDIO ONLY Adam Mohr and Steve Kittrell of Mohr Imports, BaT's Local Partner in Monterey

Bring a Trailer Podcast

Play Episode Listen Later Aug 28, 2025 49:59


In epsisode 134 of the BaT Podcast, Alex and team pay a Monterey Car Week visit to our good friends and Local Partners at Mohr Imports. With well over 600 listings under their belts, dynamic duo Adam Mohr and Steve Kittrell know what it takes to put a great listing together and have made many a happy customer in doing just that. Click the video below to see the conversation.The pair talk about the early days and yo-yo-style relocations of the dealership, the mysterious circumstances of the partnership's fruition, how their annual Car Week collection came out of the COVID era, treating every car the same to achieve fair and consistent results, the Wild West of pre-BaT consignment, a notable local celebrity, how alumni listings and our new offers tool add to the transparent history of a car, the photographic embarrassment of riches available to them on the Monterey Peninsula, the Catch-22 of the comments section, and the skills of the folks who help them out on a day to day basis. Got suggestions for our next guest from the BaT community or One Year Garage episode? Let us know at podcast@bringatrailer.com!

The Rice Stuff
#119 USA Rice Chair Keith Glover in the Hot Seat

The Rice Stuff

Play Episode Listen Later Aug 26, 2025 35:09


Host Michael Klein sits down with USA Rice Chair and Producers Rice Mill CEO Keith Glover to discuss trade, tariffs, export trends, market disruption, sustainability, and more. From reciprocal tariff policies to freight rail performance, Glover covers the challenges and opportunities confronting the U.S. rice industry. With special guest: Keith Glover, President & CEO Producers Rice Mill, Chair USA Rice Hosted by: Michael Klein

GotMead Live Radio Show
8-26-25 Brian Green – Centeur Imports

GotMead Live Radio Show

Play Episode Listen Later Aug 26, 2025 141:23


8-26-25 Tonight we're talking with Brian Green, owner of Centeur Imports in New Hampshire. Brian is bringing meads from Europe to the United States, and even has a direct online sales platform for people to get these meads shipped to them. During a long career as a professor of sociology, Brian spent a lot of time in Eastern Europe traveling and doing research.  While there, he discovered incredible Polish, Czech and Slovakian meads.  In 2013, together with his wife Jana, Brian founded Centeur Imports to import wine and mead from Central Europe.  They quickly found that mead was their best selling product.  After learning all the ropes about how to handle import logistics and national U.S. distribution, Centeur Imports is thriving as a company and currently selling mead around the USA and online.  Their company goal is to be the premiere importer of mead for the U.S. market. After establishing the company in 2013 as a family-owned-and-operated business, Brian and Jana have steadily increased the number of wines and mead imported, distributing both locally in New Hampshire and nationally.  Today, they offer wines and mead from across Europe and are working hard to expand our product line to include a wide range of rare and award- winning wines from the best producers. Come and hear what Brian is up to and what meads he's planning to bring into the States! To listen live, you can find us on Youtube, Twitch, X (Twitter), and Facebook on the Gotmead Page. On our new platform, chat is part of the podcast! Just comment from wherever you are watching, and we'll see it!! If you'd like to call in, we can get you a link to come on! Twitch: https://www.twitch.tv/meadwench YouTube: YouTube: https://m.youtube.com/@Gotmead X(Twitter): https://x.com/RealGotMead Facebook: https://www.facebook.com/GotMead Instagram: https://www.instagram.com/GotMead JOIN CHAT ON DISCORD: https://discord.gg/4PEnAumq Listen in! This player will show the latest episode: Sponsor: Look no further than Honnibrook Craft Meadery in Castle Rock, Colorado, for your go-to destination for wonderful, light, and refreshing mead! We have 20 meads on tap and four seasonal mead slushees.  Go to honnibrook.com for review our tap list, upcoming events and to order online! If you want to ask your mead making questions, you can send us a question via email, join to ask a question on the show, or via X @realGotMead and we'll tackle it online! The show runs from 9PM EDT/6PM PDT (United States) for about 2 hours. To join live, you can use this link, and here are instructions on how to join in. Once you enter the waiting room, we get a notification and will bring you in! Upcoming Shows Show links and notes Let There Be Melomels by Rob Ratliff The Big Book of Mead Recipes by Rob Ratliff Let There Be Session Meads by Rob Ratliff Upcoming Events Aug 28 - Viking Alchemist Meadery, Smyrna, GA - Mead and Mini X2 - paint minis Aug 29 - Wandering Wind Meadery, Charleston, WV - Karaoke & Mead Aug 30 - MoonJoy Meadery, Lenoir, NC - Mead and Mindfullness Sept 5 - White Winter Mead, Iron River, WI - Mead Mile race Sept 5 - pHunkadelic, Farmville, VA - Let's Talk Mead! Sept 5 - Marlobobo Mead, Leuven, Belgium - Mead Madness Sept 6 - Grimsby Hollow Meadery, Middleville, MI - Drink Mead Learn Thngs - Victorian Potions and Poisons Sept 6 - The Bee Store, Lake Ridge, VA - Mead tasting with meads fro Negus Winery Sept 13 - St. Ambrose Cellars, Beulah, MI - Barn Dance 2025 Sept 13 - The Viking Alchemist Meadery, Smyrna, GA - Mead and Metal Artist Market Sept 13-14 - St. Louis Renaissance Festival, Wentzville, MO - Ticket includes 4 samples of mead, a mead flask and entertainment (festival admission separate) Sept 14 - Furrows to Fences, Fond du Lac, WI - From Hive to Glass: Mead Making Basics Sept 20 - Texas Mead Fest, New Braunfels,

Marketplace All-in-One
Trump tones down tariffs on European imports

Marketplace All-in-One

Play Episode Listen Later Aug 22, 2025 6:35


From the BBC World Service: A trade agreement between the United States and the European Union means that U.S. tariffs on imported European goods will be significantly lower than previously thought. The U.S. will cap tariffs on European cars, pharmaceuticals, and semiconductors at 15%. That's a huge decrease from prior threats of levies as high as 250%. Plus, it's the Edinburgh Festival Fringe in Scotland, showcasing drama, comedy, and music. The tourism provides an economic boost, but also makes things pricier. How are folks there dealing?

Marketplace Morning Report
Trump tones down tariffs on European imports

Marketplace Morning Report

Play Episode Listen Later Aug 22, 2025 6:35


From the BBC World Service: A trade agreement between the United States and the European Union means that U.S. tariffs on imported European goods will be significantly lower than previously thought. The U.S. will cap tariffs on European cars, pharmaceuticals, and semiconductors at 15%. That's a huge decrease from prior threats of levies as high as 250%. Plus, it's the Edinburgh Festival Fringe in Scotland, showcasing drama, comedy, and music. The tourism provides an economic boost, but also makes things pricier. How are folks there dealing?

Marketplace All-in-One
American gamers to feel the effects of Trump's tariffs

Marketplace All-in-One

Play Episode Listen Later Aug 21, 2025 6:24


From the BBC World Service: The impact of U.S. tariffs is already starting to hit consumers' pocketbooks. Imports from Japan to the United States have been subject to a 15% tariff for three weeks, and now Japanese electronics company Sony is bumping the price of its PlayStation 5 consoles by $50 — but only in the U.S. Also on today's show: concerns over AI psychosis and scrutiny over French mineral water.

Marketplace Morning Report
American gamers to feel the effects of Trump's tariffs

Marketplace Morning Report

Play Episode Listen Later Aug 21, 2025 6:24


From the BBC World Service: The impact of U.S. tariffs is already starting to hit consumers' pocketbooks. Imports from Japan to the United States have been subject to a 15% tariff for three weeks, and now Japanese electronics company Sony is bumping the price of its PlayStation 5 consoles by $50 — but only in the U.S. Also on today's show: concerns over AI psychosis and scrutiny over French mineral water.

ITM Trading Podcast
3M Gold Ounces Drained as U.S. Gold Imports Surge

ITM Trading Podcast

Play Episode Listen Later Aug 19, 2025 9:18


Massive amounts of physical gold and silver are leaving the COMEX. At the same time , the Fed is floating a gold revaluation plan. This isn't speculations-it's happening.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310

100x Entrepreneur
From 70% Imports to 65% Made in India, India Now Sells Defense Tech to 85+ Countries | Ashok Atluri, Zen Technologies

100x Entrepreneur

Play Episode Listen Later Aug 15, 2025 54:22


Ashok Atluri founded Zen Technologies in 1993, bootstrapping from Hyderabad at a time when India was importing 70% of its defence equipment and private players contributed just 5% of procurements. It took Zen five years to win its first contract from the Indian Army in 1998.Today, the company builds simulators and anti-drone systems, and has grown its market cap from ₹40 crore to over ₹13,000 crore.Ashok shares that India needs to make it easier for private, self-funded R&D companies to succeed in defense tech and why the focus should be in building technology with India's own IP. We also discuss the policy shifts he has seen in India's defense tech over the last 32 years, and how policies like IDDM and Make-II have reshaped India's defense manufacturing.This is an episode with a founder who has spent over three decades turning India's defence technology from an import-dependent sector into one that can build defense tech with its own IP.0:00  – Trailer  1:18  – Why entering defense tech must be easier  8:48  – Building simulators for the army  10:53 – Zen's entry into anti-drone systems  12:26 – 400x growth in 12 years  13:41 – Policy shifts in defense tech  15:42 – How Indian-owned IP can transform defense?  19:24 – How big is India's defense simulations market?  22:06 – From ₹60 Cr to ₹930 Cr in 4 years  25:27 – How are simulations built for future weapons?  29:15 – India's defense budget (foreign tech vs. local tech)  30:23 – The entry barriers in the 1990s and even today  31:43 – Is doing business with the government harder for some sectors?  36:06 – Surviving 32 years being financially conservative  37:29 – How Indian government is pushing exports in defense tech  40:35 – Zen's anti-drone systems used in Operation Sindhoor  42:31 – Will there be an India–China conflict?  43:15 – Where does China stand in defense tech?  44:08 – How India should back its wealth creators  49:12 – Policies that are enabling Indian defence companies today  49:37 – Parrikar's influence on private sector role in defense tech-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text

FreightCasts
FreightWaves Editorial | Imports Surge, Rates Plunge, & Tariffs Reshape the Freight Market

FreightCasts

Play Episode Listen Later Aug 12, 2025 6:31


Current tariff policies and economic uncertainties are profoundly reshaping the U.S. freight and manufacturing industries. A significant surge in U.S. container imports in July, nearing record highs and driven notably by a 44% month-over-month recovery from China, is largely attributed to importers "front-loading" shipments. This strategic move is a response to the end of the "de minimis" exemption for imports under $800 and ongoing uncertainty regarding various tariffs, including a temporary 30% rate on some Chinese goods and new reciprocal tariffs affecting over 90 U.S. trade partners. Despite this import boom, Trans-Pacific spot rates have plummeted, falling 62% from the Far East to the U.S. West Coast since June 1st, a paradox driven by significant global overcapacity and potentially muted consumer demand, which carriers attempt to counter through increased blank sailings, contributing to congestion at Chinese ports. Experts now view tariffs as a "new normal" for businesses, a permanent fixture influencing market dynamics. Consequently, the National Retail Federation and Hackett Associates forecast a 5.6% decrease in U.S. import cargo volume for 2025, primarily due to tariffs leading to higher consumer prices and reduced demand. Domestically, the manufacturing and trucking sectors are experiencing weakness, with heavy-duty truck sales hitting multi-year lows due to trade policy shifts and a lack of clarity on future emissions regulations, deterring companies from making significant investments. While there are "green shoots" of slight pickup in order activity, manufacturers anticipate needing to adjust prices for 2026 truck orders due to rising costs partly from these same tariffs on components. This environment underscores how trade policy has become a primary driver in the market, making precise calculation of "total landed costs"—factoring in these new baseline tariffs—critical for supply chain professionals. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Health Ranger Report
Brighteon Broadcast News, Aug 8, 2025 – Trump has a brilliant plan to DEFEAT Democrat election fraud in 2026 and 2028

The Health Ranger Report

Play Episode Listen Later Aug 8, 2025 164:11


- Introduction and Book Announcement (0:10) - Dr. Simon Godick's List of Controversial Beliefs (1:36) - WNBA Dildo Incident and Societal Commentary (6:14) - Democrat Money Laundering Scheme (10:01) - Trump's Economic Strategies and Election Fraud (16:02) - Trump's Tariffs and Their Impact on Global Relations (24:08) - Special Report: Trump's Blocking of Imports (37:42) - Gold Revaluation and Its Financial Implications (1:09:31) - Conclusion and Call to Action (1:20:21) - Preparing for Financial Crisis with Gold and Silver (1:20:43) - Buying Gold and Silver: Right and Wrong Ways (1:28:32) - Owning Gold and Silver: Legal and Practical Considerations (1:38:28) - Storing Gold and Silver Safely (1:46:18) - Interview with Brandon Zeider from Shield Arms (1:57:20) - Challenges and Innovations in the Firearms Industry (2:41:04) - Future Products and Industry Trends (2:41:16) - Firearm Safety and Training Emphasis (2:41:32) - Promotion of Health Ranger Store (2:42:14) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

WSJ Minute Briefing
Trump Imposes Additional 25% Tariffs on Indian Imports

WSJ Minute Briefing

Play Episode Listen Later Aug 6, 2025 2:24


Plus: The White House says Apple will announce a $100 billion commitment to U.S. manufacturing. And McDonald's sales rebound in the latest quarter. Pierre Bienaimé hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Thoughts on the Market
Why Markets Remain Murky on Tariff Fallout

Thoughts on the Market

Play Episode Listen Later Aug 1, 2025 10:17


While investors may now better understand President Trump's trade strategy, the economic consequences of tariffs remain unclear. Our Global Head of Fixed Income Research and Public Policy Michael Zezas and our Chief U.S. Economist Michael Gapen offer guidance on the data they are watching.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy. Michael Gapen: And I'm Michael Gapen, Chief U.S. Economist. Michael Zezas: Today ongoing effects of tariffs on the U.S. economy. It is Friday, August 1st at 8am in New York. So, Michael, lots of news over the past couple of weeks about the U.S. making trade agreements with other countries. It's certainly dominated client conversations we've had, as I'm assuming it's probably dominated conversations for you as well. Michael Gapen: Yeah certainly a topic that never goes away. It keeps on giving at this point in time. And I guess, Michael, what I would ask you is, what do you make of the recent deals? Does it reduce uncertainty in your mind? Does it leave uncertainty elevated? What's your short-term outlook for trade policy? Michael Zezas: Yeah, I think it's fair to say that we've reduced the range of potential outcomes in the near term around tariff rates. But we haven't done anything to reduce longer term uncertainties in U.S. trade policy. So, consider, for example, over the last couple of weeks, we have an agreement with Japan and an agreement with Europe – two pretty substantial trading partners – where it appears, the tariff rate that's going to be applied is something like 15 percent. And when you stack up these deals on one another, it looks like we're going to end up in an average effective tariff rate from the U.S. range of kind of 15 to 20 percent. And if you think back a couple of months, that range was much wider and we were potentially talking about levels in the 25 to 30 percent range. So, in that sense, investors might have a bit of a respite from the idea of kind of massive uncertainty around trade policy outcomes. However, longer term, these agreements really just are kind of principles that are set out for behavior, and there's lots of trip wires that could create future potential escalations. So, for example, with the Europe deal, part of the deal is that Europe will commit to purchase a substantial amount of U.S. energy. There's obvious questions as to whether or not the U.S. can actually supply that amidst its own energy needs that are rising substantially over the course of the next year. So, could we end up in a situation where six months to a year from now if those purchases haven't been made – the U.S. sort of presses forward and the administration threatens to re-escalate tariffs again. Really hard to know, but the point is these arrangements have lots of contingencies and other factors that could lead to re-escalation. But it's fair to say, at least in the near term, that we're in a landing place that appears to be somewhat smaller in terms of the range of potential outcomes. Now, I think a question for investors is going to be – how do we assess what the effects of that have been, right? Because is it fair to say that the economic data that we've received so far maybe isn't fully telling the story of the effects that are being felt quite yet. Michael Gapen: Yeah, I think that's completely right. We've always had the view that it would take several months or more just for tariffs to show up in inflation. And if tariffs primarily act as a tax on the consumer, you have to apply that tax first before economic activity would moderate. So, we've long been forecasting that inflation would begin to pick up in June. We saw a little of that. But it would accelerate through the third quarter, kind of peaking around the August-September period. So, I'd say we've seen the first signs of that, Michael, but we need obviously follow through evidence that it's happening. So, we do expect that in the July, August and September inflation reports, you'll see a lot more evidence of tariffs pushing goods prices higher. So, we'll be dissecting all the details of the CPI looking for evidence of direct effects of tariffs, primarily on goods prices, but also some services prices. So, I'd put that down as the first marker, and we've seen some, early evidence on that. The second then, obviously, is the economy's 70 percent consumption. Tariffs act as a regressive tax on low- and middle-income consumers because non-discretionary purchases are a larger portion of their consumption bundle and a lot of goods prices are as well. Upper income households tend to spend relatively more money on leisure and recreation services. So, we would then expect growth in private consumption, primarily led by lower and middle-income spending softening. We think the consumer would slow down. But into the end of the year. Those are the two main markers that I would point to. Michael Zezas: Got it. So, I think this is really important because there's certainly this narrative amongst clients that we talk to that markets may have already moved on from this. Or investors may have already priced in the effects – or lack thereof – of some of this tariff escalation. Now we're about to get some real evidence from economic data as to whether or not that view and those assumptions are credible. Michael Gapen: That's right. Where we were initially on April 2nd after Liberation Day was largely embargo level tariffs. And if those stayed in place, trade volumes and activity and financial market asset values would've collapsed precipitously. And they were for a few weeks, as you know, but then we dialed it back and got out of that. So, yeah, we would say it's wrong to conclude that the economy , has absorbed these tariffs already and that they won't have,, a negative effect on economic activity. We think they will just in the base case where tariffs are high, but not too high, it just takes a while for that to happen. Michael Zezas: And of course, all of that's kind of core to our multi-asset outlook right now where a slowing economy, even with higher recession probabilities can still support risk assets. But of course, that piece of it is going to be very complicated if the economic data ends up being worse than you suspect. Now, any evidence you've seen so far? For example, we had a GDP report earlier this week. Any evidence from that data as to where things might go over the next few months?Michael Gapen: Yeah, well, another data point on trade policy and trade policy uncertainty really causing a lot of volatility in trade flows. So, if you recall, there's big front running of tariffs in the first quarter. Imports were up about 37 percent on the quarter; that ended in the second quarter, imports were down 30 percent. So net trade was a big drag on growth in the first quarter. It was a big boost to growth in the second. But we think that's largely noise. So, what I would say is we've probably level set import and export volumes now. So, do trade volumes from here begin to slow? That's an unresolved question. But certainly, the large volatility in the trade and inventory data in Q1 and Q2 GDP numbers are reflective of everything that you're saying about the risks around trade policy and elevated trade policy uncertainty. Second, though, I would say, because we started out the quarter with Liberation Day tariffs, the business sector, clearly – in our mind anyway – clearly responded by delaying activity. Equipment spending was only up 4 to 5 percent on the quarter. IP was up about 6 percent. Structures was down 10 percent. So, for all the narrative around AI-related spending, there wasn't a whole lot of spending on data centers and power generation in the second quarter.So, what you speak to about the need to reduce some trade policy uncertainty, but also your long run trade policy uncertainty remains elevated? I would say we saw evidence in the second quarter that all of that slowed down capital spending activity. Let's see if the One Big Beautiful Bill act can be a catalyst on that front, whether animal spirits can come back. But that's the other thing I would point to is that, business spending was weak and even though the headline GDP number was 3 percent, that's mainly a trade volatility number. Final sales to domestic purchasers, which includes consumption and business spending, was only up 1.1 percent in the quarter. So, the economy's moderating; things are cooling. I think trade policy and trade policy uncertainty is a big part of that story.Michael Zezas: Got it. So maybe this is something of a handoff here where my team had been really, really focused and investors have been really, really focused on the decision-making process of the U.S. administration around tariffs. And now your team's going to lead us through understanding the actual impacts. And the headline numbers around economic data are important, but probably even more important is the underlying. Is that fair? Michael Gapen: I think that's fair. I think as we move into the third quarter, like between now and when the Fed meets in, September, again, they'll have a few more inflation reports, a few more employment reports. We're going to learn a lot more than about what the Fed might do. So, I think the activity data and the Fed will now become much more important over the next several months than where we've been the past several months, which is about, has been about announcements around trade. Michael Zezas: All right. Well then, we look forward to hearing more from you and your team in the coming months. Well Michael, thanks for taking the time to talk to me. Michael Gapen: Thanks for having me on. Michael Zezas: And to our audience, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review and tell your friends about the podcast. We want everyone to listen.

Marketplace All-in-One
U.S. announces new levies on foreign imports

Marketplace All-in-One

Play Episode Listen Later Aug 1, 2025 6:43


From the BBC World Service: President Trump's long-delayed tariff deadline has finally passed and for countries without a deal, the import taxes are steep — the highest in almost a century. But some countries, including Thailand, are breathing a sigh of relief that the revised duties aren't as high as feared. Meanwhile, automakers are already counting the cost of tariffs which were imposed on vehicles and vehicle parts earlier in the process.

Marketplace Morning Report
U.S. announces new levies on foreign imports

Marketplace Morning Report

Play Episode Listen Later Aug 1, 2025 6:43


From the BBC World Service: President Trump's long-delayed tariff deadline has finally passed and for countries without a deal, the import taxes are steep — the highest in almost a century. But some countries, including Thailand, are breathing a sigh of relief that the revised duties aren't as high as feared. Meanwhile, automakers are already counting the cost of tariffs which were imposed on vehicles and vehicle parts earlier in the process.

5 Things
US to set 15% tariff on South Korean imports under new deal

5 Things

Play Episode Listen Later Jul 31, 2025 12:05


President Donald Trump announced Wednesday that the U.S. will set a 15% tariff on South Korean imports under a new deal ahead of a Friday deadline. Plus, the U.S. will add a 25% tariff to Indian imports.USA TODAY Education Reporter Zachary Schermele takes a look at Brown University's deal with the Trump administration to restore funding.Kamala Harris says she won't run for California governor.USA TODAY Money Reporter Rachel Barber talks about how Gen Z is responding to a tough job market with gig work and entrepreneurship.Please let us know what you think of this episode by sending a note to podcasts@usatoday.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

3 Martini Lunch
Zeldin Targets EPA Overreach, Solid Second Quarter Growth, Buttigieg's Nonsensical Blathering

3 Martini Lunch

Play Episode Listen Later Jul 30, 2025 25:53


Join Jim and Greg for the Wednesday 3 Martini Lunch as they applaud Environmental Protection Agency Administrator, Lee Zeldin for wanting to rein the power of his agency, They're also happy to see decent economic growth in the second quarter, and they berate Pete Buttigieg for his pathetic response about the future of the Democratic Party. First, they praise Zeldin for urging the courts to restrict the Environmental Protection Agency's powers to what Congress has explicitly authorized. Jim notes that if Democrats want the EPA to expand its reach, they need to pass legislation, not rely on regulatory overreach. Greg applauds Zeldin for respecting the limits of government power and willingly ceding authority not grounded in law.Next, Jim and Greg are thrilled to see the resilience of the economy as the second quarter GDP rose by three percent. Although not a fan of tariffs, Jim is pleasantly surprised to see the economy doing well. Meanwhile, the positive growth means we are nowhere near a recession, forcing Democrats to find different talking points. Last, they slam Buttigieg for his substance-free response to The Breakfast Club's Charlamagne tha God, who asked whether the future of the Democratic party is someone more like New York City mayoral candidate Zohran Mamdani or someone like Buttigieg. Buttigieg's response included such rhetorical gems as "we're each going to be putting forward the version of the message that's truest to who we are" and what young Democrat politicians have in common is that "they are who they are." Jim and Greg have fun with Buttigieg's meaningless answers and consider what answers would have actually been interesting.Please visit our great sponsors:No missed calls, no missed customers with OpenPhone. Get 20% off your first 6 months at https://Openphone.com/3ml Keep your skin looking and acting younger for longer. Get 15% off OneSkin with the code 3 ML at https://www.oneskin.co/