Podcasts about China

  • 69,062PODCASTS
  • 425KEPISODES
  • 38mAVG DURATION
  • 100+DAILY NEW EPISODES
  • May 22, 2025LATEST

POPULARITY

20172018201920202021202220232024

Categories




    Best podcasts about China

    Show all podcasts related to china

    Latest podcast episodes about China

    Mark Levin Podcast
    Power, Politics, and Perjury

    Mark Levin Podcast

    Play Episode Listen Later May 22, 2025 112:34


    On Wednesday's Mark Levin Show, AG Letitia James essentially just confessed to mortgage fraud. She said she made a mistake by putting Virginia down as her residence, but she's a liar. Year after year, she took the deduction because it was a mistake? In contrast, President Donald Trump followed legal protocols, paid taxes on time, and had verified property values, with Mar-A-Lago worth nearly $1 billion, not $18 million, and still, authorities denied him due process. Also, ESPN analyst Ryan Clark dismissed Robert Griffin III's opinions on the Caitlin Clark-Angel Reese WNBA rivalry, citing Griffin's marriage to a white woman as a reason he lacks perspective on issues faced by black women in the league.  Clark argued that Griffin's personal life limits his understanding of racial dynamics surrounding Clark's popularity, while also suggesting both players should be celebrated without pitting them against each other. This is disgusting. Afterward, in the chapter "On Rights" from “On Power, individual and human rights, liberty, and equality predate and do not originate from governments, as underscored by the Declaration of Independence. This principle, rooted in the belief that rights are God-given through natural law, distinguishes the U.S. from regimes like Qatar, communist China, Islamists, communists, fascists, and autocrats, as well as domestic democratic socialists. The Declaration of Independence, along with the Virginia, Pennsylvania, and Massachusetts Declarations of Rights, reflects the consensus among American founders that these rights are unalienable, not granted or revocable by governments. Governments are instituted to secure these rights, deriving their powers from the consent of the governed.  Later, Stephen A Smith calls in to discuss politics and sports. The Democratic Party marginalizes moderates, but they shouldn't be able to dictate who joins the party.  The last person the Democrat voters chose was Barack Obama - outside that, the party chose the Presidential nominees, Hillary Clinton and Joe Biden. Contrast that with the Republican Party, where the voters chose Trump in 2016. They didn't let the party pick their candidates. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Bill O’Reilly’s No Spin News and Analysis
    Democrats Reject Spending Cuts in Trump's New Bill, Kristi Noem's Habeas Corpus Mishap & Elon Musk Pulling Back From Politics

    Bill O’Reilly’s No Spin News and Analysis

    Play Episode Listen Later May 22, 2025 44:32


    Tonight's rundown: Hey BillOReilly.com Premium and Concierge Members, welcome to the No Spin News for Wednesday, May 21, 2025. Stand Up for Your Country.  Talking Points Memo: Bill questions why Democrats aren't criticized for opposing spending cuts and rejecting President Trump's latest tax and spending proposal. A look at Bill's heated discussion on NewsNation last night, where he debated the potential Joe Biden cover-up. Homeland Security Secretary Kristi Noem struggles to define habeas corpus during a Senate hearing. The latest on the Justice Department's investigation into former New York Governor Andrew Cuomo. Elon Musk states in a recent interview that he is scaling back on political spending. Final Thought: Why Bill was invited to go to China.  Read Bill's latest column, The Comey Blunder Check out our new Dad's Deal Bundle! Get a Not Woke Baseball Cap and a Not Woke Mug for 20% off! Pre-order Bill's next book in the new Confronting Series, ‘Confronting Evil' NOW! Now's the time to get a Premium or Concierge Membership to BillOReilly.com, the only place for honest news analysis. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Hard Factor
    China Is Creating Robot Slaves With Human Brains!? | 5.22.25

    Hard Factor

    Play Episode Listen Later May 22, 2025 47:36


    Episode 1716 - brought to you by our incredible sponsors: FitBod: Level up your workout. Join Fitbod today to get your personalized workout plan.  Get 25% off your subscription or try the app FREE for seven days at fitbod.me/hardfactor  Better Help: Your well-being is worth it. Visit BetterHelp.com/HARDFACTOR today to get 10% off your first month. Lucy: Let's level up your nicotine routine with Lucy.  Go to lucy.co/hardfactor and use promo code (HARDFACTOR) to get 20% off your first order. Lucy products are ONLY for adults of legal age. 00:01:00 Teases 00:03:20 Tush Push is officially back in the NFL 00:06:20 Wes ran into his masseuse at the grocery store 00:10:40 Murder occurs over Roti spat in India 00:22:55 Japan's agricultural minister resigns after admitting to getting rice kickbacks 00:28:00 INOVATION CORNER: Including a cure for baldness, NVIDIA & Disney create real-life Star Wars droid, albino Orcas & China is making robot slaves with human brains Thank you for listening! Go to patreon.com/hardfactor to join our community, get access to bonus podcasts and the Discord chat server with the hosts, but Most Importantly: HAGFD Learn more about your ad choices. Visit megaphone.fm/adchoices

    Rich Zeoli
    The Drive at 5 with Susan Crabtree: What Really Happened Really in Butler, PA?

    Rich Zeoli

    Play Episode Listen Later May 22, 2025 45:02


    The Rich Zeoli Show- Hour 3: 5:05pm- Susan Crabtree—RealClearPolitics National Political Correspondent & Author of the book, “Fools Gold: The Radicals, Con Artists, and Traitors Who Killed the California Dream and Now Threaten Us All”—joins The Rich Zeoli Show to discuss FBI Director Kash Patel and FBI Deputy Director Dan Bongino revealing that there is no evidence suggesting a larger conspiracy surrounding the assassination attempt against Donald Trump in Butler, Pennsylvania. But why are there still so many unanswered questions? 5:40pm- Brand Manager Greg Stocker joins the show, John Cena's apology to China was so awkward and hilarious that we must play it again—four-years later, and how do you pronounce “Ingraham”?

    Rich Zeoli
    Border Czar Tom Homan Joins the Show + Trump Confronts South African President Over Genocide

    Rich Zeoli

    Play Episode Listen Later May 22, 2025 169:03


    The Rich Zeoli Show- Full Episode (05/21/2025): 3:05pm- Jake Tapper's new book, “Original Sin: President Biden's Decline, Its Cover-up, and His Disastrous Choice to Run Again,” which is critical of the Biden Administration for covering up the president's physical and cognitive decline is due to be released later this week. While Tapper is now reporting on internal stories about Biden's health decline, why did he ignore the story prior to Biden's withdrawal from the 2024 presidential election? Notably, during an interview with Lara Trump, Tapper vociferously denied Joe Biden was experiencing any sort of cognitive decline and suggested that people were merely picking on the then-president for suffering from a life-long stutter. 3:30pm- Tom Homan—Trump Administration Border Czar—joins The Rich Zeoli Show to discuss how the Big Beautiful Bill Act will benefit border security and fulfill President Donald Trump's campaign pledge to stifle illegal border crossings. He explains: “We have the most secure border in the most history of the country, but we need to finish it. We need to make it permanent!” 4:05pm- On Wednesday, South African President Cyril Ramaphosa joined President Donald Trump in the Oval Office. During the meeting, Trump confronted Ramaphosa with video clips and news articles documenting instances of genocide against white South African farmers. Ramaphosa denied the allegations, but Trump continued to pushback with evidence: "You do allow them to take land. And then when they take the land, they kill the white farmer—and when they kill the white farmer, nothing happens to them." 4:15pm- In response to the Oval Office confrontation between President Donald Trump and South African President Cyril Ramaphosa, many media outlets ignored Trump's claims of an unfolding genocide—with CNN even accusing Trump of “ambushing” the South African president. 4:40pm- On Wednesday, President Donald Trump welcomed the NCAA Men's Basketball Champion Florida Gators to the White House. 4:50pm- While appearing on CNN, “Original Sin: President Biden's Decline, Its Cover-up, and His Disastrous Choice to Run Again” co-author Alex Thompson discussed a particularly disturbing report documented in his new book. Thompson explained that the 2024 Biden campaign spent millions of dollars on producing a fake town hall—but then couldn't use the content because Joe Biden's performance was so poor. 5:05pm- Susan Crabtree—RealClearPolitics National Political Correspondent & Author of the book, “Fools Gold: The Radicals, Con Artists, and Traitors Who Killed the California Dream and Now Threaten Us All”—joins The Rich Zeoli Show to discuss FBI Director Kash Patel and FBI Deputy Director Dan Bongino revealing that there is no evidence suggesting a larger conspiracy surrounding the assassination attempt against Donald Trump in Butler, Pennsylvania. But why are there still so many unanswered questions? 5:40pm- Brand Manager Greg Stocker joins the show, John Cena's apology to China was so awkward and hilarious that we must play it again—four-years later, and how do you pronounce “Ingraham”? 6:05pm- Rich is joined in studio by… Nick Kayal, Dawn Stensland, and Greg Stocker! Don't they have a show to do in 12-hours? 6:10pm- Democrat political strategist James Carville baselessly claimed that Acting U.S. Attorney for the District of New Jersey Alina Habba only charged Rep. LaMonica McIver with assault of an ICE agent outside of Delaney Hall in Newark, NJ because of her skin color. Carville argued: “I don't have any proof…but I think if it was a white congressperson, they would not have arrested her.” 6:15pm- Now Dom Giordano is in studio! What did he think of last night's NJ Republican Gubernatorial Primary? And will the One Big Beautiful Bill Act be passed? Plus is it sauce or gravy? 6:30pm- During a Wednesday Senate hearing, Secretary of State Marco Rubio destroyed progressive Congresswoman Pramila Jayapal during a debate over the revocation ...

    Bill O’Reilly’s No Spin News and Analysis
    Was There a Biden Cancer Coverup?, Media Spins Trump-Putin Call, Another Supreme Court Win for President Trump & Michael Brown on Mexico's Cartel Crisis

    Bill O’Reilly’s No Spin News and Analysis

    Play Episode Listen Later May 21, 2025 42:10


    Tonight's rundown: Hey BillOReilly.com Premium and Concierge Members, welcome to the No Spin News for Tuesday, May 20, 2025. Stand Up for Your Country.  Talking Points Memo: Bill questions Dr. Kevin O'Connor's role as physician to former President Biden and demands accountability for those who may have misled the public. Bruce Springsteen continues to bash President Trump during his concerts overseas. Bill looks at Trump's reaction. How the corrupt corporate media is spinning the Trump-Putin Ukraine call. The Supreme Court has allowed Donald Trump to end deportation protections for up to 350,000 Venezuelans. Michael Brown, global director of counter-narcotics technology at Rigaku Analytical Devices, joins the No Spin News to discuss the ongoing issues with drug cartels in Mexico and whether anything can be done to address them. Final Thought: Bill's upcoming trip to China. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The World and Everything In It
    5.21.25 Washington Wednesday, World Tour, and an artist considers God's creative story

    The World and Everything In It

    Play Episode Listen Later May 21, 2025 33:41


    On Washington Wednesday, U.S. ties in the Middle East; on World Tour, news from Romania, Portugal, Colombia, China, and South Africa; and the creative story behind The Hiccupotamus. Plus, new insight on Shakespeare's wife, Craig Carter on natural law and morality, and the Wednesday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Dordt University, whose online MBA and MPA programs prepare leaders for lasting impact. Dordt University. Until All Is Made New.Additional support comes from WatersEdge Kingdom Investments — personal investments that build churches. 4.75% APY on a six-month term. WatersEdge.com/investWatersEdge Kingdom Investments - WatersEdge securities are subject to certain risk factors as described in our Offering Circular and are not FDIC or SIPC insured. This is not an offer to sell or solicit securities. WatersEdge offers and sells securities only where authorized; this offering is made solely by our Offering Circular.

    Conservative Review with Daniel Horowitz
    How Qatar Is Buying the American Right with Blood Money | 5/21/25

    Conservative Review with Daniel Horowitz

    Play Episode Listen Later May 21, 2025 70:21


    We begin today's show with a quick update on budget reconciliation and how it's being jammed down the throats of conservatives with no vision on how to solve our major problems. While MAGA Inc. con artists like to whine about narrow majorities with purple districts, they are silent about red-state betrayals on policy and primaries, including terrible Trump endorsements. Next, we're joined by investigative journalist Jay Solomon, who is out with a bombshell expose in the Free Press detailing how Qatar funds and influences our government at every level. In particular, Qatar has recently been influencing so many politicians and media figures on the Right. We delve into each of those levels of subversion and how it seems to be directing our foreign policy. Qatar now also invests in so much of our critical infrastructure. Are we on the cusp of creating China 2.0, with an Islamic twist? Learn more about your ad choices. Visit megaphone.fm/adchoices

    The John Batchelor Show
    TAIWAN: WHY DOES AMERICA DEFEND THE ISLAND? GRANT NEWSHAM, AUTOR, "WHEN CHINA ATTACKS."?

    The John Batchelor Show

    Play Episode Listen Later May 21, 2025 8:50


    TAIWAN: WHY DOES AMERICA DEFEND THE ISLAND? GRANT NEWSHAM, AUTOR, "WHEN CHINA ATTACKS."? 11954 MAO AND ZHOU

    The President's Daily Brief
    PDB Afternoon Bulletin | May 21st, 2025: China Rages At Trump's 'Golden Dome' Announcement & Top Aides To Mexico City Mayor Assassinated In Suspected Cartel Hit

    The President's Daily Brief

    Play Episode Listen Later May 21, 2025 17:40


    In this episode of The PDB Afternoon Bulletin:  First, President Donald Trump has unveiled his plans to build a new comprehensive air defense system for the United States that he has dubbed the “Golden Dome,” and China is already throwing a fit, accusing the U.S. of trying to turn space into a warzone. We'll have the details. Later in the show—Mexico's bloody political violence escalates inside the country's capital, where two top aides to the mayor of Mexico City were brazenly assassinated in broad daylight on Tuesday in a suspected cartel hit. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting ⁠PDBPremium.com⁠. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: ⁠youtube.com/@presidentsdailybrief Kikoff: Build credit fast and get your first month for just a dollar at https://GetKikoff.com/miketoday. Thanks to Kikoff for sponsoring us! Birch Gold: Text PDB to 989898 and get your free info kit on gold Jacked Up Fitness: Go to https://GetJackedUp.comand use code BAKER at checkout to save 10% off your entire purchase Learn more about your ad choices. Visit megaphone.fm/adchoices

    The President's Daily Brief
    May 21st, 2025: China Funding Anti-ICE Groups In The US & Europe Hits Russia With New Sanctions

    The President's Daily Brief

    Play Episode Listen Later May 21, 2025 26:01


    In this episode of The President's Daily Brief: A disturbing new investigation finds China may be bankrolling a U.S. nonprofit that teaches illegal immigrants how to evade ICE, with ties traced directly to Communist Party-linked entities. Later in the show—new details emerge about an Israeli covert operation in Gaza. Special forces disguised as women penetrated enemy lines to eliminate a senior terror commander. Plus—Europe targets Russia's shadow fleet. Nearly 200 oil tankers now face sanctions as the EU and UK aim to disrupt Moscow's oil smuggling network. And in today's Back of the Brief—a historic conviction. The Navy's former second-in-command is found guilty of bribery, marking the highest-ranking U.S. officer ever convicted of a federal crime while in uniform. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief Kikoff: Build credit fast and get your first month for just a dollar at https://GetKikoff.com/miketoday. Thanks to Kikoff for sponsoring us! Birch Gold: Text PDB to 989898 and get your free info kit on gold TriTails Premium Beef: Visit https://TryBeef.com/PDB for 2 free Flat Iron steaks with your first box over $250 Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Hardcore Closer Podcast
    Entering the Golden Age | ReWire 1688

    The Hardcore Closer Podcast

    Play Episode Listen Later May 21, 2025 5:17


    China is starting to feel the effects of the tariffs imposed on them.    India is getting all the work from Apple and other big companies and this is going to have a huge impact on our economy.    Donald Trump said we are about to enter a golden age.    If you're not positioned to make fuck-you money, you're going to end up on Universal Basic income like everyone else.    It's time to get it while the getting is good.    Lean in and listen.    I told you things would start happening in May..............   Pay close attention and act accordingly.    About the ReWire Podcast   The ReWire Podcast with Ryan Stewman – Dive into powerful insights as Ryan Stewman, the HardCore Closer, breaks down mental barriers and shares actionable steps to rewire your thoughts. Each episode is a fast-paced journey designed to reshape your mindset, align your actions, and guide you toward becoming the best version of yourself. Join in for a daily dose of real talk that empowers you to embrace change and unlock your full potential.    Learn how you can become a member of a powerful community consistently rewiring itself for success at https://www.jointheapex.com/   Rise Above

    Valuetainment
    "The Future Of Warfare" – China's TERRIFYING Drone Plane THREATENS U.S. Military Dominance

    Valuetainment

    Play Episode Listen Later May 21, 2025 13:05


    China unveils a game-changing high-altitude drone, the SS UAV, sparking global concern. Capable of launching 100+ drones or missiles, it's a direct challenge to U.S. air dominance. Is America ready for next-gen warfare—or are we falling behind?

    The Wright Report
    21 MAY 2025: Trump Defends Biden on Open Borders // Dirty Green Deals in New York // Trump's Golden Dome // No COVID Shots Needed

    The Wright Report

    Play Episode Listen Later May 21, 2025 26:17


    Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he breaks down today's biggest stories shaping America and the world. Trump Defends Biden, Blames “Board of Directors” for Border Crisis – In a viral post, President Trump says Joe Biden wasn't behind open borders—his cognitive decline left key decisions to unelected handlers, including Jill and Hunter Biden. New details from a Jake Tapper book and medical insiders back up claims of hidden dementia and cancer diagnoses during Biden's presidency. House Republicans now plan oversight hearings on what they call “the fraud presidency.” Wind for Gas Deal: Trump Trades Turbines for Pipelines – Trump strikes a deal with New York's Governor Hochul: a $5B wind farm off Long Island moves forward in exchange for greenlighting a long-blocked natural gas pipeline from Pennsylvania. Critics call it a “dirty green deal,” but Trump allies say it's smart leverage to restore energy reliability. “Golden Dome” Missile Shield Unveiled – Trump formally launches a national missile defense initiative to stop hypersonic threats from China and Russia. The plan combines space-based sensors and interceptors, potentially costing hundreds of billions—unless satellites are leased from Elon Musk. FDA Shifts Course on COVID Shots – Healthy Americans under 65 no longer need routine COVID boosters, the FDA says. Critics say the change came too late and still doesn't address obesity, which remains a top risk factor. HHS Secretary RFK Jr. is expected to soon launch a “Take Back Your Health” national campaign. "And you shall know the truth, and the truth shall make you free." – John 8:32

    Thoughts on the Market
    Midyear Global Outlook, Pt 1: Skewing to the Downside

    Thoughts on the Market

    Play Episode Listen Later May 21, 2025 10:09


    Our analysts Seth Carpenter and Serena Tang discuss why they believe the global economy is set to slow meaningfully in the second half of 2025.Read more insights from Morgan Stanley.----- Transcript -----Serena: Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's, Chief Global Cross-Asset Strategist.Seth: And I'm Seth Carpenter, Morgan Stanley's Global Chief Economist.Serena: Today we'll discuss Morgan Stanley's midyear outlook for the global economy and markets.It's Wednesday, May 21st at 10am in New York.Seth, you published a year ahead outlook last November. Since President Trump took office back in January, there's been pretty significant policy and economic uncertainty and quite a few surprises. With this in mind, what is your current outlook for the global economy for the second half of this year and into 2026.Seth: So, we titled the outlook Skewed to the Downside because we really do think the U.S. economy, the global economy, is set to slow meaningfully from where we were coming into this year. Let's start with the U.S.As you said, policy changes came in a lot this year since the new administration took over. I would say the two key ones from a macro perspective so far have been trade policy and immigration policy.Tariffs have gone up, tariffs have gone down, tariffs have been suspended. Right now, what we think is going to ultimately take place is that we will see persistent, notable tariffs on China, lower tariffs on the rest of the world, and then we'll have to see how things evolve. What does that mean? Well, it means for the U.S. higher inflation and lower growth. In addition, immigration reform means that growth is going to slow because the growth rate of the labor force is going to slow.Now around the rest of the world, the tariff shock matters as well. When the U.S. puts in tariffs on its imports from other countries, that's negative demand for those other countries. So, we're looking for pretty weak growth in the euro area. Now, I will note, lots of people were excited about possible expansionary fiscal policy in Germany, and we think that's still there. We just don't think it's enough to give the euro area robust growth.In Asia, China's a main driver of the economy. China is a big recipient of these tariffs. We think the deflation cycle that we expected in China keeps going on. This reduction in demand from the U.S. is not going to help, but there'll probably be a little bit at the margin offsetting fiscal policy.So, what does that mean put together? Lackluster growth in China. Call it 4 percent slow growth for yet another year. Overall, the global economy should step down. Will it be a recession? That's one of the key questions that we hear from clients, but we don't think so. Not quite. Just a meaningful step downSerena: Interesting. Any particular regions that seem to be bright spots or surprises -- or perhaps have seen the biggest shift in your outlook?Seth: I guess I'd flag two potential bright spots around the world. The first is India. India has been, for us, a favorite. It will have the highest growth rate of any economy that we have in our coverage area. And because it's such a big economy, that's part of why the global economy can't lose that much steam. India has lots going for it. There are cyclical factors boosting growth in the near term. But there are also longer-term structural policy driven reasons to think that Indian growth will stay solid for the foreseeable future.I guess I'd also throw in Japan. Now its growth rate isn't going to be anywhere near the kind of growth in number terms that we're going to see from India. But this has to be taken in the context of 25 years of essentially zero growth of nominal GDP. The reflationary cycle that we think started a couple years ago remains intact, even with the tariff shock. And so, we're pretty optimistic still that Japanese reflation will continue.Serena: And to what extent are U.S. tariffs contributing to global inflationary pressures? I mean, how do you expect the Fed and other central banks to respond?Seth: The tariffs are imposed by the United States on most of the imports coming into the country, whereas other countries, maybe they have some retaliatory tariffs just against the U.S., but definitely not as broad as the U.S. That means for the U.S. tariffs are going to drive up inflation domestically and drive down growth, whereas for the rest of the world, it's mostly just a negative demand shock. So, they will be disinflationary for the rest of the world and pushing down growth.What does that mean for central banks? Well, outside of the U.S., central banks are going to see this as slowing aggregate demand, and so it's pretty clear what it is that they want to do. If they were hiking, they can stop hiking. If they were going to hold steady, they can lower rates a little bit. And if they were already lowering interest rates like the European Central Bank, well they can probably keep going with that without having to worry. And that's why we think the ECB is going to lower its policy rate to probably 1.5 percent and maybe even lower, which is below where the market is expecting things.Now for the Fed, things are much more tricky. The Fed cares about inflation, the Fed cares about U.S. growth, and both of those variables are going in the opposite direction of what they want over the rest of this forecast. Right now, inflation's too high for the Fed, and history shows that inflation goes up first with tariffs before the growth rate hits. So, the Fed's probably going to wait until the hard data show a bigger slowdown in the economy, a worsening. And the labor market. That is a bigger concern for them than the already too high inflation that is set to rise further over the rest of the year.Serena: And in your view, how does trade policy uncertainty influence business investment, particularly in export-oriented industries or in economies tightly linked to U.S. demand?Seth: Yeah. I think it has to be negative and therein lies one of the biggest challenges is just how negative. And I can't say for sure. But what we do know is that an uncertainty tends to be very negative for business investment spending decisions. If you're trying to make a decision, should I build a new factory?This is something that's going to have a long life to it, and you're going to get benefits hopefully for several years. How big are those benefits relative to the cost? Well, right now it's not at all clear, and so there's an option value to waiting.And we think that uncertainty is depressing investment decisions right now. I think it has to affect export-oriented industries. There's a lot of questions about what sort of retaliatory tariffs, other countries might impose.But it also affects domestic driven businesses because, well, they're going to have to see what their demand is. And some of the ones that are just focused on the U.S. economy are selling imported goods. So, it affects businesses across the board. Serena: Right. And how do U.S. tariff hikes spill over into emerging markets, and how might these countries buffer against these shocks?Seth: Yeah, I think there's a range of outcomes and the range is as wide as there are different countries. If you stay close to home. Take Mexico. Mexico is a big trading partner with the U.S. and early on in this whole tariff discussion, they were actually the targets of lots of tariff threats. That could have hurt them directly because there'd be less demand for their exports to the United States.Now we've got some resolution. We have the trade agreement with Canada and Mexico, and most of Mexico's exports to the U.S. are exempt under those conditions. However, the indirect effect is important as well. Mexico is very attached to the U.S. economy, and so as the U.S. economy slows because of these tariffs, the Mexican economy will slow as well.But there's also an indirect effect through currency markets, and I think this is a channel that's more broadly applicable across EM. If the Fed is going to be on hold, like we think holding interest rates higher for longer than the market might currently think, that means that EM central banks who might want to lower their policy rate to support their economy are going to be caught in a bit of a bind.They can't afford to take the risks that their currency will misbehave if they ease too much too far ahead of the Fed. And so, I think there is a little bit of a constraint for EM central banks, thinking about how much can I attend to domestic matters and how much do I have to pay attention to external matters?Serena: Now, I know forecasting economic growth is difficult in even the best of times, and this has been a period of exceptional volatility. How are you and your economic colleagues factoring all of this uncertainty?Seth: It's a great question and luminary minds like Neils Bohr, the Nobel Laureate in physics, and Yogi Berra, everyone's favorite prophet, have both said, ‘Forecasting is hard, especially about the future.' And this time, as you note, is even more so. So, what can we do? We try to come up with as many different scenarios as we can. We ask ourselves not just what's the most likely outcome, because there's uncertainty. The policy changes could come fast and furious. We also try to ask ourselves, if tariffs were to go back up from where they are now, how would that outcome turn out. If tariffs were to go away entirely, how would that turn out?You have to start thinking more and more, I think, in terms of scenarios.Serena:  And does this, in your view, change how much or how little investors should focus on the macro economy?Seth: Well, I think it means that investors have to focus every bit as much on the macro economy as they have in the past. I think it's undeniable that if we're right – and the U.S. economy slows down materially, and the global economy slows down with it – longer-term interest rates are probably going to come down along the lines of what our colleagues in interest rate strategy think. That makes a lot of sense to me. I think the trickier part though is knowing where the macro economy is going.We've got our forecast, but we are ready to make a revision if the facts change. And I think that's the trickier part for investors. The macro economy still matters but having a lot of conviction about where it's going, and as a result, what it means for asset prices? Well, that's the trickier part.Serena, you've been asking me lots of questions and they've been great questions, but I'm going to turn the table. I'm going to start asking questions right back to you.But we probably have to save that for another episode. So, let's pause it there.Serena: That sounds great Seth.Seth: And to the people listening, I want to say thanks for listening. And if you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or a colleague today.

    American Thought Leaders
    Victor Davis Hanson: How Trump Is Upending the Status Quo, From Beijing to Gaza to Kyiv

    American Thought Leaders

    Play Episode Listen Later May 21, 2025 82:03


    In this episode, we sit down again with Victor Davis Hanson, a classicist, military historian, senior fellow at the Hoover Institution, and author of two dozen books, including most recently “The End of Everything.”In this interview, we dive into the multifaceted dimensions of what he describes as Trump's “counterrevolution” in the foreign policy space, from Canada to China to the Middle East to Ukraine and Russia.What might the end of the wars in Ukraine and Gaza look like?Should Trump have accepted a plane from Qatar's royal family? Was it a good idea to lift U.S. sanctions on Syria's new leader? Is there any truth to rumors of friction between Trump and Israeli Prime Minister Benjamin Netanyahu?Is it possible that Trump actually, in some sense, wanted Mark Carney to win and become Prime Minister of Canada?And how can the United States ensure the Chinese leadership upholds their commitments in a trade agreement, given their track record of not following through?Views expressed in this video are opinions of the host and the guest, and do not necessarily reflect the views of The Epoch Times.

    The Newsmax Daily with Rob Carson
    Trump's Global Power Plays

    The Newsmax Daily with Rob Carson

    Play Episode Listen Later May 21, 2025 41:15


    -Rob Carson discusses President Trump's confrontational diplomacy, including showing a video to South African President Cyril Ramaphosa about violence against white farmers and challenging Canada's economic reliance on the U.S. -Gordon Chang examines Trump's proposed Golden Dome Missile Defense System, criticized by China as weaponizing space, potentially neutralizing nuclear threats. Today's podcast is sponsored by BIRCH GOLD - Protect and grow your retirement savings with gold. Text ROB to 98 98 98 for your FREE information kit! YOUR CASE COUNTS : Justice for commercial vehicle victims starts here. http://YourCaseCounts.com   To call in and speak with Rob Carson live on the show, dial 1-800-922-6680 between the hours of 12 Noon and 3:00 pm Eastern Time Monday through Friday…E-mail Rob Carson at : RobCarsonShow@gmail.com Musical parodies provided by Jim Gossett (www.patreon.com/JimGossettComedy) Listen to Newsmax LIVE and see our entire podcast lineup at http://Newsmax.com/Listen Make the switch to NEWSMAX today! Get your 15 day free trial of NEWSMAX+ at http://NewsmaxPlus.com Looking for NEWSMAX caps, tees, mugs & more? Check out the Newsmax merchandise shop at : http://nws.mx/shop Follow NEWSMAX on Social Media:  -Facebook: http://nws.mx/FB  -X/Twitter: http://nws.mx/twitter -Instagram: http://nws.mx/IG -YouTube: https://youtube.com/NewsmaxTV -Rumble: https://rumble.com/c/NewsmaxTV -TRUTH Social: https://truthsocial.com/@NEWSMAX -GETTR: https://gettr.com/user/newsmax -Threads: http://threads.net/@NEWSMAX  -Telegram: http://t.me/newsmax  -BlueSky: https://bsky.app/profile/newsmax.com -Parler: http://app.parler.com/newsmax Learn more about your ad choices. Visit megaphone.fm/adchoices

    MacBreak Weekly (Audio)
    MBW 973: Lyle Did It! - Apple's Failure in Getting AI Right

    MacBreak Weekly (Audio)

    Play Episode Listen Later May 21, 2025 140:33


    Apple's struggles to get AI right, and what Apple could do to correct itself. A never-ending update with Epic Games and Apple. Can China kill the iPhone overnight? And a new original Peanuts special is coming soon! Why Apple still hasn't cracked AI. Apple to open AI models to developers, betting that it will spur new apps. Apple developer app updates with WWDC 2025 iMessage stickers. How will Apple re-think AI features for WWDC 2025? Epic asks judge to reinstate Fortnite on the App Store. New 'Apple in China' book convincingly argues that the iPhone could be killed overnight. Apple Maps gets in on F1 hype with Monaco update. Trump praises Nvidia CEO Jensen Huang at Saudi Summit. Trump says he doesn't want Apple building products in India. Apple is 'dying to make' Vision Pro affordable, says Bono. The Price is Right' contestants were off by thousands when guessing the cost of Apple's Vision Pro. Universal Music Group and Apple Music announce Sound Therapy. Apple TV+ announces "Snoopy Presents: A Summer Musical," new original Peanuts special premiering globally July 18, 2025. CarPlay Ultra, the next generation of CarPlay, begins rolling out today. Oops! I accidentally vibe-coded a ChatGPT client for my Apple Watch. Picks of the Week: Jason's Pick: Pushover Leo & Andy's Pick: NotebookLM Alex's Pick: Murderbot Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit bitwarden.com/twit

    Unchained
    Bits + Bips: Why Rate Cuts Are Less Likely This Year, but Crypto's Outlook Is Positive - Ep. 839

    Unchained

    Play Episode Listen Later May 21, 2025 82:23


    U.S. credit got downgraded. Fed policy expectations are flipping. And Coinbase hit the S&P 500 (while also being extorted). But what does all of this mean for crypto? On this week's Bits + Bips, James Seyffart, Alex Kruger, Ram Ahluwalia, and Noelle Acheson break down: Why the Moody's downgrade doesn't mean much for markets Whether Fed rate cuts are now further off than expected Why Alex says Coinbase is a “horrible product” despite S&P inclusion How stablecoins tie into U.S. geopolitical strategy Whether Circle should sell to Coinbase And what the altcoin ETF delay really tells us Plus: unemployment, yield curve control, the “Consensus vibes,” and Ram's wild anecdote about workers gaming unemployment benefits. Bitwise James Seyffart, Research Analyst at Bloomberg Intelligence Alex Kruger, Founder of Asgard Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter  Macro Reuters: Moody's downgrade intensifies investor worry about US fiscal path USNews: Trump Tells Walmart to 'Eat the Tariffs' Instead of Raising Prices Coinbase Unchained: How the Attack on Coinbase Shows the Dangers of Centralized Exchanges Fortune: Circle pursues IPO—but talks with Coinbase and Ripple could mean a sale, sources say CNBC: Coinbase joining S&P 500, replacing Discover Financial Stablecoin bill Unchained: Stablecoin Bill Passes Key Hurdle: Dems Join GOP to Deliver a Crypto Win Timestamps:

    The Deprogram
    Teaser: Episode 183 - China Glaze

    The Deprogram

    Play Episode Listen Later May 21, 2025 15:11


    This episode is already available early for Patrons over at: https://www.patreon.com/TheDeprogramSupport Support the Podcast and get early as well as bonus episodes by donating. Help us stay 100% independent. Support the showSupport the show on Patreon: https://www.patreon.com/TheDeprogramFollow us on Twitter: https://twitter.com/TheDeprogramPod

    Heritage Explains
    What Does Conservative Drug Policy Look Like? | Paul Larkin

    Heritage Explains

    Play Episode Listen Later May 21, 2025 17:25


    The Center for Disease Control reports that over 48,000 Americans died from synthetic opioid (or fentanyl) overdoses in 2024. That number dwarfed the number of people who died from psychostimulants like methamphetamine at 29,000. As well as cocaine at 22,000, and other naturally occuring drugs at 8,000. Fentanyl and similar substances have changed the game in drug policy, driving greater lethality and creating geopolitical rifts, as China exports precursors to the drug and Mexican cartels smuggle it across the border. Responsible drug policy is complicated and contentious. Here to explain the conservative approach to this area is Paul Larkin, Senior Legal Research Fellow here at the Heritage Foundation. —More by Paul Larkin: https://www.heritage.org/staff/paul-j-larkinHave thoughts? Let us know at heritageexplains@heritage.org

    Full Time with Meg Linehan: A show about women's soccer
    Naomi Girma returns to USWNT, plus NWSL MVP race

    Full Time with Meg Linehan: A show about women's soccer

    Play Episode Listen Later May 21, 2025 46:00


    This week on Full Time, hosts Tamerra Griffin and Meg Linehan breakdown the latest USWNT roster for the upcoming May/June friendlies against China and Jamaica. From Naomi Girma's long awaited return, to the intriguing new faces, and the notable absentees. Then, with help of The Athletic's Asli Pelit, there is a roundtable discussion on the NWSL after nine weeks of play. Who are the frontrunners in the MVP race? What makes this rookie class so special? What has been the biggest disappointment and the most pleasant surprise so far? _______________Articles mentioned on the show: USWNT roster takeaways_______________HOSTS: Tamerra Griffin, Meg LinehanGUEST: Asli PelitPRODUCER: Theo Lloyd-HughesVIDEO PRODUCER: Lia GriffinEXECUTIVE PRODUCER: Emily Olsen_______________Get in touch: ⁠⁠fulltime@theathletic.com⁠⁠Follow on Instagram and TikTok: @tafulltimeSubscribe to the Full Time newsletter ⁠⁠here⁠⁠Visit the Yahoo Women's Sports hub ⁠⁠here Hosted on Acast. See acast.com/privacy for more information.

    AMERICA OUT LOUD PODCAST NETWORK
    The road to peace is filled with potholes

    AMERICA OUT LOUD PODCAST NETWORK

    Play Episode Listen Later May 21, 2025 58:00


    The National Security Hour with Col. Mike and Dr. Mike – On the issue of China, Mr. Skousen underlined the utter idiocy of the United States ever dealing with China as if it were simply another, very large foreign country. All the decades of economic and political support that the United States has given China support since Henry Kissinger surrendered to Beijing at the Vietnam war negotiations in Paris has...

    Money Tree Investing
    China Tariffs Are Causing Big Problems In This Sector

    Money Tree Investing

    Play Episode Listen Later May 21, 2025 48:10


    China tariffs are causing big problems right now. Today we talk about the recent developments in U.S.-China trade relations, particularly the temporary pause in tariffs and the broader implications for investor sentiment and economic narratives. The fear over supply chain disruptions quickly faded once tariff discussions resumed—even though actual inventory issues remained unresolved. We also analyzed a new Republican tax bill, highlighting key proposals like eliminating taxes on tips and overtime, allowing deductions for car loan interest, and introducing a “MEGA account” to support education, home buying, and small business loans. We discuss...  Trump temporarily paused tariffs on China for 90 days, reducing tensions and prompting speculation on political motives. Despite ongoing inventory lags, public and media attention has waned following the tariff pause announcement. People often react to headlines and political gestures without examining the actual impact or facts on the ground. Wall Street quickly shifted from fear to optimism despite unresolved issues, illustrating emotional market swings. Consumer sentiment has rapidly reversed from bearish to bullish, reflecting how quickly perception can change. Buffett's principle of being fearful when others are greedy remains relevant in today's sentiment-driven market. The proposed GOP tax bill includes a “No Tax on Tips” provision, widely supported as fair for service workers. A new “MEGA Account” is proposed to help with education, small business loans, and first-time homebuyer costs. The IRS uses audits not primarily to collect money but to scare people into compliance, as stated by an IRS official. Low-income taxpayers are disproportionately audited due to earned income tax credit claims. Wealthy individuals can afford legal support, making IRS audits less impactful for them compared to lower earners. The U.S. housing market is now at its most unaffordable level in recorded history. Mortgage rates are back to their historical average and unlikely to drop meaningfully. The Fed's long-term involvement in mortgage-backed securities has distorted the housing market. Interest rates remain high, and the Fed has yet to significantly cut, raising questions about the rationale for past rate cuts. For more information, visit the show notes at https://moneytreepodcast.com/china-tariffs-are-causing-big-problems-713 

    Grain Markets and Other Stuff
    Direct Farm Payments: BILLIONS Already Paid, What's Missing??

    Grain Markets and Other Stuff

    Play Episode Listen Later May 21, 2025 13:56


    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 Direct Payment Update4:30 Wheat Rally6:13 Russia Wheat Weather7:24 Corn Belt Rains9:53 China Soybean Imports11:35 China Buys More Gold

    FT News Briefing
    CATL's IPO pops in Hong Kong

    FT News Briefing

    Play Episode Listen Later May 21, 2025 9:44


    European and Asian investors have pumped record sums into global equity funds that exclude the US market, and shares in Chinese battery maker CATL surged 16 per cent on their debut in Hong Kong. The EU plans to levy a flat fee on billions of small packages entering the bloc, mainly from China. Plus, Israeli Prime Minister Benjamin Netanyahu is facing calls to scale back his military operation in Gaza and let more aid into the enclave.Mentioned in this podcast:Investors flock to equity funds that exclude US after Trump's return to powerChinese battery maker CATL surges 16% in biggest listing of 2025EU to impose €2 tax on low-cost items in blow to Temu and SheinUK halts trade talks with Israel over Gaza offensiveIsrael's Gaza aid plan could lead to ‘war crime', UN agency chief saysBenjamin Netanyahu says Israel plans to take over all of GazaToday's FT News Briefing was produced by Sonja Hutson, Kasia Broussalian, Lulu Smyth, and Marc Filippino. Additional help from Sam Giovinco, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT's acting co-head of audio. The show's theme song is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

    WSJ Minute Briefing
    Target Sales Hit by DEI Boycott

    WSJ Minute Briefing

    Play Episode Listen Later May 21, 2025 2:41


    Plus: Nvidia CEO Huang says U.S. export controls on advanced chips to China have failed. And Crusoe's Texas data center for OpenAI secures $11.6 billion in funding to expand from two to eight buildings. Alex Ossola hosts.  Boycotting Target: A WSJ Podcast Series  Sign up for the WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    WSJ Minute Briefing
    Republicans Near Agreement on State and Local Tax Deduction

    WSJ Minute Briefing

    Play Episode Listen Later May 21, 2025 3:20


    Plus: Ford is to let rival Nissan use part of its flagship U.S. battery plant, as electric vehicle demand slows. And a new report by the International Energy Agency finds China continues to dominate the global supply of critical minerals. Kate Bullivant hosts. Sign up for WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    DH Unplugged
    DHUnplugged: Big and Beautiful (#743)

    DH Unplugged

    Play Episode Listen Later May 21, 2025 61:02


    The dreaded downgrade. Biden's health in the spotlight. The big and beautiful Tax bill making its way through the sausage factory 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 - The dreaded downgrade - Biden's health in the spotlight - Tax bill making its way through the sausage factory - China continues to stimulate Markets - Yields - moving up after worrying signs for US debt levels - Stocks posting big gains for May - Bitcoin surges past $100k - Our debt load is untenable - great chart to consider The Big Beautiful Bill - The bill eliminates taxes on tips and overtime. - The bill achieves "no tax on social security" by increasing deductions for seniors on the program. - The bill eliminates several green energy spending programs and ends the EV tax credit early. - The bill makes auto loan interest tax deductible. - The bill raises the debt ceiling by $4 trillion. - The bill raises the State and Local Tax Deduction to $30,000 for people making $400K or less. - The bill makes changes to the IRS free tax filing program, pending review by a task force. - The bill includes tax on college endowments and private foundations. - The bill includes reforms for how pharmacy benefit managers do business with the government. - The bill creates a new savings account for children, and $1000 of funding will be provided. - The bill raises the child tax credit to $2500 from $2000. USD DEBT Moody's - U.S. Treasury yields spiked on Monday after Moody's downgraded the U.S.' credit rating, citing fiscal concerns. - That brings it down one notch from Aaa — the highest score — to Aa1 - The first time since the  initial rating back in 1919 that Moody's made a change - Interesting timing - in the middle of a big spending package process - --- maybe they are sending a message -"This is a major symbolic move as Moody's were the last of the major rating agencies to have the US at the top rating," Deutsche Bank analysts said in a note. Market reaction - Futures fell in late trade after the close of the markets- when it was announced - Bonds - long end moved. --- 30 yr treasuries up over 5% ---- 30 yer mortgage rates over 7% - Markets - yawned and turned on the open after a 1.5% love lower on the futures Bessent reaction -Treasury Secretary Scott Bessent said in an interview on NBC News' "Meet the Press" that Moody's Ratings were a "lagging indicator" after the group downgraded the U.S.' credit rating by a notch from the highest level. -"I think that Moody's is a lagging indicator," Bessent said Sunday. "I think that's what everyone thinks of credit agencies." - He asserted that the downgrade was related to the Biden administration's spending policies - Is that right? China - Stimulating - China cut its key lending rates by 10 basis points on Tuesday, as Beijing ramps up efforts to boost its economy at a time when trade tensions threaten to derail growth. - The People's Bank of China trimmed the 1-year loan prime rate to 3.0% from 3.1%, and the 5-year LPR to 3.5% from 3.6%. US Steel still in play - Nippon Steel plans to invest $14 billion in U.S. Steel's operations including up to $4 billion in a new steel mill if the Trump administration green lights its bid for the iconic U.S. company, according to a document and three people familiar with the matter. - Under details of the plan included in the document, the company will plow $11 billion into U.S. Steel's infrastructure through 2028. That includes $1 billion in a green field site, which is expected to grow by $3 billion over the following years and has not been previously reported. - There is  a deadline of May 21st for a national security review - then T...

    Squawk on the Street
    CNBC Special: Tesla CEO Elon Musk 5/20/25

    Squawk on the Street

    Play Episode Listen Later May 21, 2025 43:00


    CNBC's David Faber sits down at Tesla HQ with CEO Elon Musk for a wide ranging conversation on self-driving, semiconductors, China, and more.

    Geopolitics & Empire
    Jacob Shapiro: We Are Entering a Multipolar Geopolitical Environment

    Geopolitics & Empire

    Play Episode Listen Later May 21, 2025 58:02


    Geopolitical analyst Jacob Shapiro discusses the transition to a multipolar world order, the state of American Empire, the emergence of new power centers, and the notion of a looming World War III. He comments on Trump's recent foray into the Middle East, China's strategic engagement in Latin America, and the fate of Mexico. He offers some tips on the way forward. Watch on BitChute / Brighteon / Rumble / Substack / YouTube Geopolitics & Empire · Jacob Shapiro: We Are Entering a Multipolar Geopolitical Environment #556 *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (15% off with GEOPOLITICS) https://easydns.com Escape Technocracy course (15% off with GEOPOLITICS) https://escapethetechnocracy.com/geopolitics PassVult https://passvult.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Jacob Shapiro https://jacobshapiro.com X https://x.com/JacobShap Substack https://jashap.substack.com Bespoke https://bespokegroup.io About Jacob Shapiro Jacob Shapiro is a geopolitical analyst who provides strategic guidance to families, investors, and corporations. He is Director of Research at The Bespoke Group, a U.S.-based wealth strategy firm that applies generational thinking to the preservation and growth of generational wealth for families around the world. His approach blends rigorous, empathetic analysis with deep confidence in human agency and the transformative power of new ideas. Jacob is a global thought leader on geopolitics and its impact on everything from global markets to supply chains. A prolific public speaker, Jacob delivers frequent keynote presentations and tailored corporate briefings. His insights help audiences and c-suites across industries like finance, agriculture, and energy make sense of the world. Jacob also hosts “The Jacob Shapiro” podcast, which features interviews with subject matter experts in geopolitics, technology, markets, and other fields. He holds a master's degree with distinction from Oxford University and a bachelor's degree in Near Eastern studies from Cornell University. He lives in New Orleans with his wife and two daughters. When he's not tweeting at 4 a.m. about the latest international developments or commodities prices, you might find him at a basketball court near you doing his best Larry Bird impersonation at a pickup game. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

    The Shaun Thompson Show
    May 20, 2025

    The Shaun Thompson Show

    Play Episode Listen Later May 21, 2025 104:25


    No, we can't just "get over it"! PLUS, Kerry Lutz, founder of Financial Survival Network, talks to Shaun about our weaponized trade with China, what Trump's China Trade Deal really means, and the problems with the Big Beautiful Bill. And Nick Adams, author of the new book From Mar-a-Lago to Mars: President Trump's Great American Comeback, tells Shaun how the Democrats are still peddling lies within the lies they have already been caught in.See omnystudio.com/listener for privacy information.

    All TWiT.tv Shows (MP3)
    MacBreak Weekly 973: Lyle Did It!

    All TWiT.tv Shows (MP3)

    Play Episode Listen Later May 21, 2025 140:33


    Apple's struggles to get AI right, and what Apple could do to correct itself. A never-ending update with Epic Games and Apple. Can China kill the iPhone overnight? And a new original Peanuts special is coming soon! Why Apple still hasn't cracked AI. Apple to open AI models to developers, betting that it will spur new apps. Apple developer app updates with WWDC 2025 iMessage stickers. How will Apple re-think AI features for WWDC 2025? Epic asks judge to reinstate Fortnite on the App Store. New 'Apple in China' book convincingly argues that the iPhone could be killed overnight. Apple Maps gets in on F1 hype with Monaco update. Trump praises Nvidia CEO Jensen Huang at Saudi Summit. Trump says he doesn't want Apple building products in India. Apple is 'dying to make' Vision Pro affordable, says Bono. The Price is Right' contestants were off by thousands when guessing the cost of Apple's Vision Pro. Universal Music Group and Apple Music announce Sound Therapy. Apple TV+ announces "Snoopy Presents: A Summer Musical," new original Peanuts special premiering globally July 18, 2025. CarPlay Ultra, the next generation of CarPlay, begins rolling out today. Oops! I accidentally vibe-coded a ChatGPT client for my Apple Watch. Picks of the Week: Jason's Pick: Pushover Leo & Andy's Pick: NotebookLM Alex's Pick: Murderbot Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit bitwarden.com/twit

    MacBreak Weekly (Video HI)
    MBW 973: Lyle Did It! - Apple's Failure in Getting AI Right

    MacBreak Weekly (Video HI)

    Play Episode Listen Later May 21, 2025 140:33


    Apple's struggles to get AI right, and what Apple could do to correct itself. A never-ending update with Epic Games and Apple. Can China kill the iPhone overnight? And a new original Peanuts special is coming soon! Why Apple still hasn't cracked AI. Apple to open AI models to developers, betting that it will spur new apps. Apple developer app updates with WWDC 2025 iMessage stickers. How will Apple re-think AI features for WWDC 2025? Epic asks judge to reinstate Fortnite on the App Store. New 'Apple in China' book convincingly argues that the iPhone could be killed overnight. Apple Maps gets in on F1 hype with Monaco update. Trump praises Nvidia CEO Jensen Huang at Saudi Summit. Trump says he doesn't want Apple building products in India. Apple is 'dying to make' Vision Pro affordable, says Bono. The Price is Right' contestants were off by thousands when guessing the cost of Apple's Vision Pro. Universal Music Group and Apple Music announce Sound Therapy. Apple TV+ announces "Snoopy Presents: A Summer Musical," new original Peanuts special premiering globally July 18, 2025. CarPlay Ultra, the next generation of CarPlay, begins rolling out today. Oops! I accidentally vibe-coded a ChatGPT client for my Apple Watch. Picks of the Week: Jason's Pick: Pushover Leo & Andy's Pick: NotebookLM Alex's Pick: Murderbot Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit bitwarden.com/twit

    Newsy Jacuzzi
    Kid News This Week: New pope, India-Pakistan-ceasefire, China-US tariffs, lost Oz dog reunion, blobfish of the year

    Newsy Jacuzzi

    Play Episode Listen Later May 21, 2025 22:29


    In this episode of world news… We give you the dope on the pope with special reports from BOTH Rome and Chicago, where the world's first US pontiff comes from. We'll also try to explain India and Pakistan's conflict – the aerial dogfight (which is not at all as cute as it sounds) and ceasefire. China and the US agree on some new, cheaper tariffs. The Australian dog lost on Kangaroo Island is trapped and found – confused? Don't worry, we'll tell you all. And we'll also tell you why those kooky Kiwis love the ugly blobfish. 

    Radio Leo (Audio)
    MacBreak Weekly 973: Lyle Did It!

    Radio Leo (Audio)

    Play Episode Listen Later May 21, 2025 140:33


    Apple's struggles to get AI right, and what Apple could do to correct itself. A never-ending update with Epic Games and Apple. Can China kill the iPhone overnight? And a new original Peanuts special is coming soon! Why Apple still hasn't cracked AI. Apple to open AI models to developers, betting that it will spur new apps. Apple developer app updates with WWDC 2025 iMessage stickers. How will Apple re-think AI features for WWDC 2025? Epic asks judge to reinstate Fortnite on the App Store. New 'Apple in China' book convincingly argues that the iPhone could be killed overnight. Apple Maps gets in on F1 hype with Monaco update. Trump praises Nvidia CEO Jensen Huang at Saudi Summit. Trump says he doesn't want Apple building products in India. Apple is 'dying to make' Vision Pro affordable, says Bono. The Price is Right' contestants were off by thousands when guessing the cost of Apple's Vision Pro. Universal Music Group and Apple Music announce Sound Therapy. Apple TV+ announces "Snoopy Presents: A Summer Musical," new original Peanuts special premiering globally July 18, 2025. CarPlay Ultra, the next generation of CarPlay, begins rolling out today. Oops! I accidentally vibe-coded a ChatGPT client for my Apple Watch. Picks of the Week: Jason's Pick: Pushover Leo & Andy's Pick: NotebookLM Alex's Pick: Murderbot Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit bitwarden.com/twit

    FactSet U.S. Daily Market Preview
    Financial Market Preview - Wednesday 21-May

    FactSet U.S. Daily Market Preview

    Play Episode Listen Later May 21, 2025 5:23


    S&P futures are pointing to a lower open today, down (0.5%). European equity markets opened weaker with major indices all edging lower, while Asian markets finished Wednesday trading mostly stronger. The recent U.S.-China trade truce has led to a surge in trade activity, with China-to-U.S. freighter bookings doubling in mid-May and Shanghai-LA shipping rates rising 16%, the largest increase in 2025.Companies Mentioned: Ford Motor, Wolfspeed, RBC Bearings

    La ContraCrónica
    Oportunidad para Irán

    La ContraCrónica

    Play Episode Listen Later May 21, 2025 41:53


    La semana pasada Donald Trump realizó la primera gira internacional de su segundo mandato. Visitó Arabia Saudí, Qatar y los Emiratos Árabes Unidos. Este viaje, centrado en acuerdos comerciales y asuntos geopolíticos de primer nivel como la cuestión de Siria, supone un punto de inflexión en tanto que Trump se mostró dispuesto a dialogar. Algo llamativo ya que, al menos en este ámbito, su postura es realista y libre de los maximalismos de su primer trimestre en el cargo. De forma un tanto sorprendente dejó a Israel en un segundo plano. Lo que no fue sorprendente en absoluto fue su silencio por el respeto a los derechos humanos en aquella región, pero eso ya estaba previsto y es coherente con lo que ya hizo en su primer mandato. El periplo comenzó en Riad, donde Trump fue recibido por el príncipe heredero Mohammed bin Salman. Arabia Saudí comprometió 600.000 millones de dólares en inversiones en EEUU enfocadas en defensa, tecnología y energía. Un foro de inversión reunió a líderes empresariales como Larry Fink de BlackRock y Jane Fraser de Citigroup, subrayando la importancia que el presidente dio al apartado económico de la gira. En Riad se reunió con el presidente interino sirio, Ahmed al-Sharaa, en un encuentro histórico. Anunció el levantamiento de sanciones a Siria para impulsar su estabilización tras la caída de Bashar al-Assad. Esta decisión, respaldada por Arabia Saudí y Qatar, fue elogiada por las cancillerías europeas, pero criticada por Israel, que considera a al-Sharaa un exyihadista. En Doha Trump fue agasajado por el emir Tamim bin Hamad Al Thani. Qatar firmó acuerdos por 243.000 millones de dólares que incluyen la adquisición de más de 200 aviones Boeing. Desde la base aérea Al Udeid, la mayor instalación militar estadounidense en Oriente Medio, Trump reiteró su prioridad de “terminar conflictos, no iniciarlos”, aunque advirtió que no dudaría en usar el poder militar si fuera necesario. Propuso una “zona de libertad” en Gaza, un concepto vago que ha generado infinidad de especulaciones, pero evitó hablar de la guerra aún en curso en la franja. La gira culminó en Abu Dabi, donde el Gobierno de los Emiratos anunció una inversión de 440.000 millones de dólares en el sector energético estadounidense a lo largo de la próxima década. Trump visitó la Gran Mezquita y la Casa de la Familia Abrahámica tratando de proyectar una imagen de cooperación cultural. Poco antes, en su discurso en Riad, condenó el intervencionismo estadounidense del pasado, y eso fue bien recibido entre los líderes políticos del golfo Pérsico, pero alarmó a defensores de los derechos humanos. Un aspecto notable fue la exclusión de Israel del itinerario, lo que revela que hay tensiones latentes con su primer ministro, Benjamin Netanyahu. Trump ignoró las objeciones israelíes para levantar las sanciones a Siria y negociar con Hamás con el objetivo de liberar al rehén estadounidense Edan Alexander. Todo de forma directa y dejando a un lado a los israelíes. Además, avanzó que quiere reiniciar las conversaciones nucleares con Irán mediadas por Omán, lo que ha provocado nuevas fricciones con Israel, que teme un acuerdo favorable a Teherán. La gira, salteada por una serie de aciertos, supone el regreso al pragmatismo que caracterizó a su primer mandato, más centrado en la estabilidad económica que en decisiones rupturistas y problemáticas como la guerra comercial contra todo el mundo. En La ContraRéplica: 0:00 Introducción 3:57 Oportunidad para Irán 28:58 Uranio en España 35:10 Inteligencia artificial en China · Canal de Telegram: https://t.me/lacontracronica · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #iran #trump Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

    Worldwide Exchange
    Tax Bill Test, Huang: Curb "Failure," Consumer Check 5/21/25

    Worldwide Exchange

    Play Episode Listen Later May 21, 2025 43:15


    Burning the candle at both ends. The president's tax cut bill faces an overnight test in the House. Plus, Nvidia's CEO pushes back on U.S. chip controls to China, warning they could put America at a disadvantage. And later, Wall Street gets a pulse check on the consumer when Target reports earnings this morning. What you need to know about the numbers.

    Antiwar News With Dave DeCamp
    5/21/25: Report: Israel Preparing Possible Strike on Iran, UN Says No Aid Yet Distributed in Gaza, and More

    Antiwar News With Dave DeCamp

    Play Episode Listen Later May 21, 2025 32:48


    Chapters00:00 - Intro00:21 - Report: Israel Preparing Possible Strike on Iran03:33 - Iran's Khamenei Says US Enrichment Demands Are 'Nonsense'05:30 - Israeli Attacks Kill 87 Gazans Over 24 Hours07:21 - UN Says No Aid Distributed Yet in Gaza09:55 - Former MK: 'Every Baby in Gaza Is an Enemy'12:06 - Israeli Opposition Leader: Israel Killing Babies as a 'Hobby'16:29 - UK Summons Israeli Ambassador, Suspends Free Trade Agreement17:35 - Europe Considers Using Fighter Jets in Ukraine19:26 - Former US Envoy to Ukraine: Ending War Must 'Send Signal to China'20:59 - Rubio: Syria Could Fall Into Full-Scale Civil War24:55 - One Killed, Nine Wounded in Israeli Drone Strikes in Lebanon25:52 - Amnesty Urges War Crimes Probe of US Bombing of Yemen Jail27:23 - President Trump Unveils Plans for 'Golden Dome'31:09 - Viewpoints/Outro

    疲惫娇娃 CyberPink
    064 | 秘密会议:传统、权力、和当今的寓言 Conclave: A parable of our time

    疲惫娇娃 CyberPink

    Play Episode Listen Later May 21, 2025 76:52


    【2025戛纳电影节 2025 Cannes Film Festival】 节目开始之前,和大家说一声,疲惫娇娃的几个女的已经空降戛纳参加电影节了!请关注我们的同名小红书账号看来自戛纳的更新。 We have landed in Cannes for the film festival! Follow us on Xiaohongshu for more updates from Cannes. 【聊了什么 The What】 本期疲惫娇娃,我们聊的是2024年的电影Conclave ——一部设定在教皇去世之后、围绕选出新一任教皇展开的电影。在这部由Edward Berger执导、Ralph Fiennes主演的作品中,观众得以窥见那场始终被神秘包围的梵蒂冈教皇选举:密室中的拉票、权力的计算、秘密的揭露,以及制度对个人的塑形与反噬。 我们从电影谈起,延伸到对天主教会体制的讨论:它如何用神圣维系秩序,又如何将改革压制在传统之下。影片中的主角们不仅是宗教人物,更是复杂的政治人类;而那些隐于画面边缘的修女、工作人员,则承载着最深的情感张力与结构性的沉默。 节目中也会提到最近现实中那位“美国出生的教皇”所引发的舆论回响,从中对照出Conclave所描绘的制度困境与文化裂缝。在一个讲求现代化的时代,信仰、怀疑、服从与转变之间的冲突从未停止,反而愈加微妙。在这集播客,我们也借着Conclave,用元视角反思了我们几个主播过去几年的信仰和布道。 In this episode of Cyberpink, we discuss the 2024 film Conclave — a story set in the aftermath of a pope's death, centered on the secretive process of electing his successor. Directed by Edward Berger and starring Ralph Fiennes, the film offers a rare look inside the Vatican's cloistered world: backroom deals, power games, hidden truths, and the way institutions shape — and consume — the individuals within them. Starting with the film, we move into a broader conversation about the structure of the Catholic Church: how it uses sacredness to maintain order, and how tradition often suppresses the possibility of reform. The protagonists in Conclave are not just religious figures — they are deeply political beings. And those who remain on the margins of the screen — nuns, aides, staff — carry the film's quietest, yet most intense emotional weight. We also touch on the recent real-world election of the first U.S.-born pope and the media discourse surrounding it, drawing parallels with Conclave's portrayal of institutional tension and cultural fracture. In a world increasingly shaped by modernity, the conflicts between faith, doubt, obedience, and transformation have only grown more intricate. We also used Conclave as a lens to go meta, to reflect our journeys as long-term podcasters, examining our beliefs and evangelism over the past few years. 【买咖啡 Please Support Us】 如果喜欢这期节目并愿意想要给我们买杯咖啡: 海外用户:https://www.patreon.com/cyberpinkfm 海内用户:https://afdian.com/a/cyberpinkfm 商务合作邮箱:cyberpinkfm@gmail.com 商务合作微信:CyberPink2022 If you like our show and want to support us, please consider the following: Those Abroad: https://www.patreon.com/cyberpinkfm Those in China: https://afdian.com/a/cyberpinkfm Business Inquiries Email: cyberpinkfm@gmail.com Business Inquiries WeChat: CyberPink2022 【时间轴 The When】 00:00 — Conclave电影本影也没想到自己会因教皇方济各逝世而意外获得现实相关性,成为2025年最火的电影 03:50 — 现实中的美国出生的教宗Pope Leo XIV承认在真正的Conclave前也看了电影 04:40 — 什么是“Conclave”?拉丁语意为“上锁的房间”——一种自13世纪起流传至今的选教皇仪式 06:15 — 黑烟与白烟:那些宣布教皇当选的古老烟雾信号,也曾锁门限食以逼出结果 11:30 — 初观感:神秘又幽默,教廷政治竟然有点像校园食堂地缘政治问题?主角Lawrence像一个疲惫又需要收拾烂摊子的VP 19:13 — Lawrence想辞职,前任教皇说他是个“农场经理”而非“牧羊人”——讨论教皇制度管理与灵性角色的张力。疲惫娇娃进入meta状态,反思自己过去几年的信仰和布教 30:30 — 影片中Lawrence的一句台词引发共鸣:“确定性是团结的大敌,是宽容的死敌”——它如何映射当代的分裂与政治疲劳?疲惫娇娃继续meta 50:00 — 位关键女性角色:Sister Agnes,一个在结构之外但洞察深刻的“隐身者”。以及为什么我们要反复说女性角色 01:03:10 — 大结局讨论:一个意想不到的人选成为教皇,我们如何解读这个“神迹”。 00:00 — The film Conclave likely never expected to gain such sudden real-world relevance after the death of Pope Francis, becoming one of the most talked-about movies of 2025 03:50 — In real life, the newly elected U.S.-born Pope Leo XIV admitted he watched Conclave before the actual conclave took place 04:40 — What is a "Conclave"? The term comes from Latin, meaning “a locked room” — referring to the centuries-old papal election ritual that dates back to the 13th century 06:15 — Black smoke or white smoke: the ancient visual signals used to announce papal election results. In earlier centuries, cardinals were even locked in and given limited food to force a decision 11:30 — First impressions: the film is mysterious yet funny. The political dynamics of the Vatican strangely resemble cafeteria geopolitics. The main character, Lawrence, comes across like an exhausted VP cleaning up institutional messes 19:13 — Lawrence wants to resign. The previous Pope calls him a “farm manager” rather than a “shepherd” — sparking a discussion on the tension between institutional maintenance and spiritual leadership. The hosts go meta, reflecting on their own relationship to faith and public engagement in recent years 30:30 — A line from Lawrence resonates: “Certainty is the great enemy of unity, the deadly enemy of tolerance.” The hosts explore how this speaks to contemporary political polarization and collective fatigue — and continue the meta reflection 50:00 — A key female character is introduced: Sister Agnes, a perceptive “invisible” figure operating outside the official structure. The hosts dig into why they keep returning to the role of women in the film 01:03:10 — Final act discussion: an unexpected figure is elected Pope — how do we interpret this so-called “miracle”? 【拓展链接 The Links】 Inside the Politics of the Papal Conclave – The New York Times (May 4, 2025) How a Film About the Pope Became Reality – The New York Times (April 21, 2025) Campaigning for the Papacy? Vatican Grapples With the Unspoken – The New York Times (April 28, 2025) 【疲惫红书 CyberRed】 除了播客以外,疲惫娇娃的几个女的在小红书上开了官方账号,我们会不定期发布【疲惫在读】、【疲惫在看】、【疲惫旅行】、【疲惫Vlog】等等更加轻盈、好玩、实验性质的内容。如果你想知道除了播客以外我们在关注什么,快来小红书评论区和我们互动。 Apart from the podcast, we have set up an official account on Xiaohongshu. We will periodically post content such as “CyberPink Reading,” “CyberPink Watching,” “CyberPink Traveling,” “CyberPink Vlog,” and more. Those are lighter, more fun, and more experimental stuff about our lives. Leave us some comments on Xiaohongshu!

    Wait, You Haven't Seen...?
    Episode 321 - China Strike Force (2000)

    Wait, You Haven't Seen...?

    Play Episode Listen Later May 21, 2025 81:16


    This week, Hammond Chamberlin is back, and he brought an early 2000s action movie to the podcast. China Strike Force was released in 2000, starring Aaron Kwok, Mark Dacascos and Coolio. So, does this one belong in the conversation with other Hip Hop/Kung Fu crossovers like Cradle 2 the Grave or Romeo Must Die, or is it just some low budget schlock? And how good is the stunt work? Let's find out...Find Hammond at https://jhammondc.com/ and look for the new show The Art of Action which he produces, coming soonThanks go out to Audie Norman (@TheAudieNorman) for the album art. Outro music In Pursuit provided by Purple-Planet.comSupport the show by going to patreon.com/wyhsVisit tvstravis.com for more shows and projects from TVsTravis Hosted on Acast. See acast.com/privacy for more information.

    The National Security Hour
    The road to peace is filled with potholes

    The National Security Hour

    Play Episode Listen Later May 21, 2025 58:00


    The National Security Hour with Col. Mike and Dr. Mike – On the issue of China, Mr. Skousen underlined the utter idiocy of the United States ever dealing with China as if it were simply another, very large foreign country. All the decades of economic and political support that the United States has given China support since Henry Kissinger surrendered to Beijing at the Vietnam war negotiations in Paris has...

    Sharp China with Bill Bishop
    (Preview) Chips and the Geneva Consensus; US Policy and the Chinese Century; Controversy Over Solar Power Inverters

    Sharp China with Bill Bishop

    Play Episode Listen Later May 21, 2025 9:41


    On today's show Andrew and Bill begin with the Commerce Department's guidance on Ascend Chips, caustic responses to that policy on the PRC side, citations to the "Geneva Consensus," and the news the U.S. will be partnering with Saudi Arabia and the UAE on AI investments in a move that may limit PRC influence in the region. From there: Reactions to a New York Times op-ed about divergent policy trajectories for the US and China, comments from Ding Xuexiang on accelerating technological self-reliance, and questions about the US retaining and recruiting global talent. At the end: Rogue communication devices are reportedly found in Chinese solar power inverters, and a word about diamonds.

    Ransquawk Rundown, Daily Podcast
    US Market Open: DXY lower and oil prices boosted on reports that Israel is looking to attack Iranian nuclear facilities

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later May 21, 2025 4:39


    US House Speaker Johnson said a Thursday tax bill floor vote is still realistic.China's Commerce Ministry said US measures on China's advanced chips are typical of unilateral bullying and protectionism.Europe opened mostly lower but now trade mixed, US equity futures are in the red.USD remains out of love, GBP digests hot CPI data, EUR/USD back above 1.13.Bearish bias in play, Gilts lag after hot CPI, USTs await fiscal updates.Energy and gold boosted by reports Israel is preparing a possible strike on Iranian nuclear facilities.Looking ahead, G7 Central Bank and Finance Ministers Meeting, Speakers including ECB's Lagarde, Lane, Nagel & Cipollone, Fed's Barkin & Bowman, Supply from the US, Earnings from Snowflake, Zoom, Target, TJX, VF Corp & Medtronic.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    Communism Exposed:East and West
    Protests Spark Across China Almost Daily in May

    Communism Exposed:East and West

    Play Episode Listen Later May 21, 2025 21:53


    Communism Exposed:East and West
    The US, France, and India Must Deter China and Pakistan

    Communism Exposed:East and West

    Play Episode Listen Later May 21, 2025 6:27


    X22 Report
    Why Is The Military The Only Way? Think Statute Of Limitations, Think Enemy Combatants – Ep. 3646

    X22 Report

    Play Episode Listen Later May 20, 2025 87:25


    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 British PM is now betraying the country, he is making huge concessions with the European Union, his days are numbered. China cuts the interest rate, the Fed is still in a holding pattern, see what is happening. D's lost the rich are getting the tax cut narrative. Investors are buying gold funds. The [DS]/fake news  is now trying to pivot away from Biden. The problem is they do not have the narrative and the people are now asking a lot of questions of who was really running the country. Kash Patel and Dan Bongino are putting a information to smoke the sleepers out. Scavino in the last couple of days has pushed the military is the only way, why? Think statute of limitations, under civil law most are 5 years, under military most are unlimited.   Economy Leftist British PM Keir Starmer BETRAYS Brexit, Causes Alarm by Signing Agreement With European Union Making HUGE Concessions   Prime Minister, Keir Starmer, has just betrayed Brexit – and may have dealt a death blow to the island's fishing industry. There's widespread alarm over the terms of the ‘reset' deal with the European Union and the huge concessions that he made. At a press conference alongside European Commission chief Ursula von der Leyen, Keir Starmer says he is ‘moving on' from ‘Brexit battles', and that this deal will put Britain ‘back on the world stage'. Daily Mail reported: https://twitter.com/NicholasLissack/status/1924372295377662009?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1924372295377662009%7Ctwgr%5E7c2d31a35626b522c5601d813473a16e3f834205%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F05%2Fleftist-british-pm-keir-starmer-betrays-brexit-causes%2F (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/darrengrimes_/status/1924436308941791427?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1924436308941791427%7Ctwgr%5E7c2d31a35626b522c5601d813473a16e3f834205%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F05%2Fleftist-british-pm-keir-starmer-betrays-brexit-causes%2F  Source: thegatewaypundit.com China cuts key lending rates to record lows to counter the impact of US tariffs China's central bank has cut its key lending rates to record lows to bolster the economy and cushion the impact of escalating trade tensions with the United States. The move follows a sweeping stimulus package announced earlier this month. The People's Bank of China (PBOC) has lowered its benchmark lending rates for the first time in seven months as part of ongoing efforts to mitigate the impact of US tariffs on its economy. The central bank cut the 1-year and 5-year loan prime rates (LPR) by 10 basis points to 3.0% and 3.5%, Source:  euronews.com  US Federal Reserve officials signal rates likely to stay on hold until at least September The central bank's next three meetings are in June, July and September https://twitter.com/MarketsDotNews/status/1924709190376820961 https://twitter.com/TrumpWarRoom/status/1924818332550639622   https://twitter.com/KobeissiLetter/status/1924816670285054349 Trump tax bill will expire on December 31, 2025. and taxes will go up No,

    Thoughts on the Market
    Tokyo Summit: Consumer Resilience and Trade Uncertainty in Japan

    Thoughts on the Market

    Play Episode Listen Later May 20, 2025 8:10


    Live from the Morgan Stanley Japan Summit, our analysts Chiwoong Lee and Sho Nakazawa discuss their outlook for the Japanese economy and stock market in light of the country's evolving trade partnerships with the U.S. and China.Read more insights from Morgan Stanley.----- Transcript -----Lee-san: Welcome to Thoughts on the Market. I'm Chiwoong Lee, Principal Global Economist at Morgan Stanley MUFG Securities.Nakazawa-san: And I'm Sho Nakazawa, Japan Equity Strategist at Morgan Stanley MUFG Securities.Lee-san: Today we're coming to you live from the Morgan Stanley Japan Summit in Tokyo. And we'll be sharing our views on Japan in the context of global economic growth. We will also focus on Japan's position vis-à-vis its two largest trading partners, the U.S. and China.It's Tuesday, May 20, at 3pm in Tokyo.Lee-san: Nakazawa-san, you and I both have been talking with a large number of clients here at the summit. Based on your conversations, what issues are most top of mind right now?Nakazawa-san: There are many inquiries about how to position because of the uncertainty of U.S. trade policy and the investment strategy for governance reform. These are both catalysts for Japan. And in Japan, there are multiple governance investment angles, with increasing interest in the removal of parent-child listings, which is when a parent company and a subsidiary company are both listed on an exchange. This reform [would] remove the subsidiaries. So, clients are very focused on who will be the next candidate for the removal of a parent-child listing.And what are you hearing from clients on your side, Lee-san?Lee-san: I would say the most frequent questions we received were regarding the Trump administration's policies, of course. While the reciprocal tariffs have been somewhat relaxed compared to the initial announcements, they still remain very high; and there was a strong focus on their negative impact on the U.S. economy and the global economy, including Japan. Of course, external demand is critical for Japanese economy, but when we pointed out the resilience of domestic demand, many investors seemed to agree with that view.Nakazawa-san: How do investors' views square with your outlook for the global economy over the rest of the year?Lee-san: Well, there was broad consensus that tariffs and policy uncertainty are negatively affecting trade and investment activities across countries. In particular, there is concern about the impact on investment. As Former Fed Chair Ben Bernanke wrote in his papers in [the] 1980s, uncertainty tends to delay investment decisions. However, I got the impression that views varied on just how sensitive investment behavior is to this uncertainty.Nakazawa-san: How significant are U.S. tariffs on global economy including Japan both near-term and longer-term?Lee-san: The negative effects on the global economy through trade and investment are certainly important, but the most critical issue is the impact on the U.S. economy. Tariffs essentially act as a tax burden on U.S. consumers and businesses.For example, in 2018, there was some impact on prices, but the more significant effect was on business production and employment. Now, with even higher tariff rates, the impact on inflation and economic activity is expected to be even greater. Given the inflationary pressures from tariffs, we believe the Fed will find it difficult to cut rates in 2025. On the other hand, once it becomes feasible, likely in 2026, we anticipate the Fed will need to implement substantial rate cuts.Lee-san: So, Nakazawa-san, how has the Japanese stock market reacted to U.S. tariffs?Nakazawa-san: Investors positioning have skewed sharply to domestic-oriented non-manufacturing sectors since the U.S. government's announcement of reciprocal tariffs on April 2nd. Tariff talks with some nations have achieved some progress at this stage, spurring buybacks of export-oriented manufacturer shares. However, the screening by our analysts of the cumulative surplus returns against Japan's TOPIX index for around 500 stocks in their coverage universe, divided into stocks relatively vulnerable to tariff effects and those less impacted, finds a continued poor performance at the former. We believe it is important to enhance the portfolio's robustness by revising sector skews in accordance with any progress in the trade talks and adjusting long/short positioning with the sectors in line with the impact of the tariffs.Lee-san: I see. You recently revised your Topix index target, right. Can you quickly walk us through your call?Nakazawa-san:Yes, of course. We recently revised down our base case TOPIX target for end-2025 from 3,000 to 2,600. This revision was considered by several key factors: So first, our Japan economics team revised down its Japanese nominal growth forecast from 3.7% to 3.3%, reflecting implementation of reciprocal tariffs and lower growth forecasts for the U.S., China, and Europe. Second, our FX team lowered its USD/JPY target from 145 to 135 due to the risk of U.S. hard data taking a marked turn for the worse. The timing aligns with growing uncertainty on the business environment, which may lead firms to manage cash allocation more cautiously. So, this year might be a bit challenging for Japanese equities that I recommend staying defensive positioning with defensive non-manufacturing sectors overall.Nakazawa-san: And given tariff risks, do you see a change in the Bank of Japan's rate path for the rest of the year?Lee-san: Yeah well, external demand is a very important driver of Japanese economy. Even if tariffs on Japan do not rise significantly, auto tariffs, for example, remain in place and cannot be ignored. The earnings deterioration among export-oriented companies, especially in the auto sector, will take time for the Bank of Japan to assess in terms of its impact on winter bonuses and next spring's wage growth. If trade negotiations between the U.S. and countries including Japan make major progress by summer, a rate hike in the fall could be a risk scenario. However, our Japan teams' base case remains that the policy rate will be unchanged through 2026.Lee-san: How is the Japanese yen faring relative to the U.S. dollar, and how does it impact the Japanese stock market, Nakazawa-san?Nakazawa-san:I would say USD/JPY is not only driver for Japanese equities. Of course, USD/JPY still plays a key role in earnings, as our regression model suggests a 1% higher USD/JPY lifting TOPIX 0.5% on average. But this sensitivity has trended down over the past decade. A structural reason is that as value chain building close to final demand locations has lifted overseas production ratios, which implies continuous efforts of Japanese corporate optimizing global supply chain.That said, from sector allocation perspective, sectors showing greater resilience include domestic demand-driven sectors, such as foods, construction & materials, IT & services/others, transportation & logistics, and retails.Nakazawa-san: And finally, the trade relationship between Japan and China is one of the largest trading partnerships in the world. Are U.S. tariffs impacting this partnership in any way?Lee-san: That's a very difficult question, I have to say, but I think there are multiple angles to consider. Geopolitical risk remains to be a key focus, and in terms of the military alliance, Japan-U.S. relationships have been intact. At the same time, Japan faces increased pressure to meet U.S. demands. That said, Japan has been taking steps such as strengthening semiconductor manufacturing and increasing defense spending, so I believe there is a multifaceted evaluation which is necessary.Lee-san: That said, I think it's time to head back to the conference. Nakazawa-san, thanks for taking the time to talk.Nakazawa-san: Great speaking with you, Lee-san.Lee-san: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

    Marketplace All-in-One
    Tariffs are starting to show up in car prices

    Marketplace All-in-One

    Play Episode Listen Later May 20, 2025 6:41


    Higher tariffs are not working out so well for automakers. Subaru is raising prices, while GM is reportedly freezing shipments to China. Meanwhile, trade talks between the U.S. and Japan — home to Toyota, Honda and others — look to be moving slowly, at best. And later: One set of economic indicators points to a future economic slowdown, and a startup envisions a slow-moving sleeper train between Los Angeles and the Bay Area.