Podcasts about john batchelor

SHOW 10-28-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1920 FORDS THE SHOW BEGINS IN THE DOUBTS ABOUT AI AND JOBLESSNESS. FIRST HOUR 9-915 Market Relief, AI Layoffs, and Political Turmoil Guest: Elizabeth Peek Elizabeth Peek analyzes market relief following the temporary US-China trade truce, noting that President Trump effectively uses American consumer spending and tariff policy as a powerful geopolitical weapon. However, she expresses serious alarm over AI-driven mass layoffs across major corporations, including Amazon, coupled with a notable absence of substantive political debate addressing workforce displacement. Peek warns that the rise of an inexperienced, anti-capitalist mayoral candidate threatens New York City's economic prosperity and competitiveness in an increasingly challenging urban landscape. 915-930 Market Relief, AI Layoffs, and Political Turmoil Guest: Elizabeth Peek Elizabeth Peek analyzes market relief following the temporary US-China trade truce, noting that President Trump effectively uses American consumer spending and tariff policy as a powerful geopolitical weapon. However, she expresses serious alarm over AI-driven mass layoffs across major corporations, including Amazon, coupled with a notable absence of substantive political debate addressing workforce displacement. Peek warns that the rise of an inexperienced, anti-capitalist mayoral candidate threatens New York City's economic prosperity and competitiveness in an increasingly challenging urban landscape. 930-945 Gaza Conflict Persists and Iran's Nuclear Threat Revived Guest: Jonathan Schanzer Jonathan Schanzer confirms the Gaza conflict continues unabated, with Israel responding to ongoing Hamas attacks while Hamas deliberately slow-rolls hostage returns to maintain negotiating leverage. Hamas's fighting force is now commanded by inexperienced officers and young combatants operating in shrinking territory with diminishing resources. Schanzer also addresses alarming reports that Iran is rebuilding a suspect nuclear enrichment site, underscoring that maintaining peace requires constant vigilance and sustained pressure against malevolent actors determined to destabilize the region. 945-1000 Gaza Conflict Persists and Iran's Nuclear Threat Revived Guest: Jonathan Schanzer Jonathan Schanzer confirms the Gaza conflict continues unabated, with Israel responding to ongoing Hamas attacks while Hamas deliberately slow-rolls hostage returns to maintain negotiating leverage. Hamas's fighting force is now commanded by inexperienced officers and young combatants operating in shrinking territory with diminishing resources. Schanzer also addresses alarming reports that Iran is rebuilding a suspect nuclear enrichment site, underscoring that maintaining peace requires constant vigilance and sustained pressure against malevolent actors determined to destabilize the region. SECOND HOUR 10-1015 Tariffs as a Consumer Tax and the Inflationary Impact Guest: Professor John Cochrane Professor John Cochrane explains that tariffs effectively function as a tax on American consumers and create a temporary bump in inflation throughout the economy. Retailers are currently absorbing substantial cost increases but will likely pass these expenses on to consumers after the Christmas holiday season. Cochrane notes the Federal Reserve faces a challenging policy dilemma: tariffs increase prices, yet there is mounting political pressure to lower interest rates. He characterizes tariffs as a potentially costly geopolitical weapon with uncertain strategic benefits. 1015-1030 Tariffs as a Consumer Tax and the Inflationary Impact Guest: Professor John Cochrane Professor John Cochrane explains that tariffs effectively function as a tax on American consumers and create a temporary bump in inflation throughout the economy. Retailers are currently absorbing substantial cost increases but will likely pass these expenses on to consumers after the Christmas holiday season. Cochrane notes the Federal Reserve faces a challenging policy dilemma: tariffs increase prices, yet there is mounting political pressure to lower interest rates. He characterizes tariffs as a potentially costly geopolitical weapon with uncertain strategic benefits. 1030-1045 UK "Chinese Spy" Case Collapses and Trump's Trade Deal Outcomes Guest: Joseph Sternberg Joseph Sternberg discusses the collapse of the United Kingdom's high-profile Chinese espionage case involving Chris Cash and Chris Barry, highlighting the injustice of a media-driven trial despite allegations never being proven in court. The alleged intelligence supposedly passed was largely parliamentary rumors of minimal significance. Sternberg expresses disappointment with President Trump's temporary trade concessions from China, characterizing the outcome as underwhelming and questioning whether the deal achieves meaningful geopolitical objectives. 1045-1100 UK "Chinese Spy" Case Collapses and Trump's Trade Deal Outcomes Guest: Joseph Sternberg Joseph Sternberg discusses the collapse of the United Kingdom's high-profile Chinese espionage case involving Chris Cash and Chris Barry, highlighting the injustice of a media-driven trial despite allegations never being proven in court. The alleged intelligence supposedly passed was largely parliamentary rumors of minimal significance. Sternberg expresses disappointment with President Trump's temporary trade concessions from China, characterizing the outcome as underwhelming and questioning whether the deal achieves meaningful geopolitical objectives.THIRD HOUR 1100-1115 China's Weakness and Global Geopolitical Shifts Guest: Gregory Copley Gregory Copley assesses the strategic implications of President Trump's Asia trip amid China's accelerating economic and political collapse. He notes Xi Jinping's apparent loss of consolidated power and the disarray within the People's Liberation Army command structure. Copley discusses emerging US and allied rare earth supply agreements designed to counter Chinese leverage in critical materials markets. He also highlights Turkey's continuing role in prolonging the Gaza conflict and analyzes the broader shift toward conservative, market-oriented governance across Latin America. 1115-1130 China's Weakness and Global Geopolitical Shifts Guest: Gregory Copley Gregory Copley assesses the strategic implications of President Trump's Asia trip amid China's accelerating economic and political collapse. He notes Xi Jinping's apparent loss of consolidated power and the disarray within the People's Liberation Army command structure. Copley discusses emerging US and allied rare earth supply agreements designed to counter Chinese leverage in critical materials markets. He also highlights Turkey's continuing role in prolonging the Gaza conflict and analyzes the broader shift toward conservative, market-oriented governance across Latin America. 1130-1145 China's Weakness and Global Geopolitical Shifts Guest: Gregory Copley Gregory Copley assesses the strategic implications of President Trump's Asia trip amid China's accelerating economic and political collapse. He notes Xi Jinping's apparent loss of consolidated power and the disarray within the People's Liberation Army command structure. Copley discusses emerging US and allied rare earth supply agreements designed to counter Chinese leverage in critical materials markets. He also highlights Turkey's continuing role in prolonging the Gaza conflict and analyzes the broader shift toward conservative, market-oriented governance across Latin America. 1145-1200 China's Weakness and Global Geopolitical Shifts Guest: Gregory Copley Gregory Copley assesses the strategic implications of President Trump's Asia trip amid China's accelerating economic and political collapse. He notes Xi Jinping's apparent loss of consolidated power and the disarray within the People's Liberation Army command structure. Copley discusses emerging US and allied rare earth supply agreements designed to counter Chinese leverage in critical materials markets. He also highlights Turkey's continuing role in prolonging the Gaza conflict and analyzes the broader shift toward conservative, market-oriented governance across Latin America. FOURTH HOUR 12-1215 Proliferation Risks from US Surplus Plutonium Sales Guest: Henry Sokolski Henry Sokolski critiques the Department of Energy's plan to sell 20 tons of surplus weapons-grade plutonium to American firms for use in new reactor designs. He warns that promoting plutonium fuel exports substantially raises international proliferation risks by bringing nations substantially closer to nuclear weapons capability. Sokolski notes that South Korea is actively seeking permission to recycle plutonium domestically, a development that increases nuclear uncertainty across the Korean Peninsula and challenges the global nonproliferation regime. 1215-1230 Google's Quantum Leap and the Advancing AI Frontier Guest: Brandon Weichert Brandon Weichert discusses Google's Willow quantum chip, which has achieved verifiable quantum advantage, surpassing supercomputers by a factor of 13,000. This breakthrough contrasts sharply with Microsoft's contested Majorana chip, which remains unproven. Weichert notes the rapid evolution of AI systems, including Grok and ChatGPT, each advancing in sophistication at an accelerating pace. He emphasizes that the future demands pairing artificial intelligence with quantum technology to unlock transformative computational capabilities beyond current limitations. 1230-1245 Strengthening the US-Japan Alliance and Rare Earth Supply Guest: Grant Newsham Grant Newsham analyzes the successful meeting between President Trump and Japan's newly appointed Prime Minister, Takayuki Sai. The two leaders agreed on rare earth supply cooperation, crucial for countering Chinese economic leverage and maintaining technological independence. Sai is focused on substantially increasing Japan's defense spending and addressing military recruitment shortfalls to strengthen regional capability. The United States values Japan's defensive posture as a critical bulwark against the People's Republic of China, making this alliance essential for Indo-Pacific stability. 1245-100 AM Strengthening the US-Japan Alliance and Rare Earth Supply Guest: Grant Newsham Grant Newsham analyzes the successful meeting between President Trump and Japan's newly appointed Prime Minister, Takayuki Sai. The two leaders agreed on rare earth supply cooperation, crucial for countering Chinese economic leverage and maintaining technological independence. Sai is focused on substantially increasing Japan's defense spending and addressing military recruitment shortfalls to strengthen regional capability. The United States values Japan's defensive posture as a critical bulwark against the People's Republic of China, making this alliance essential for Indo-Pacific stability.

SHOW 10-25-27 CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT PAKISTAN FIRST HOUR 9-915 Afghan-Pakistan Peace Talks and the Imprisonment of Imran Khan. Husain Haqqani and Bill Roggio discuss Afghan-Pakistan peace talks, which are unlikely to achieve long-term peace as Pakistan feels "cocky." Trump's efforts are seen as ironic, given the issues stemming from the Doha agreement. Discussion turns to Imran Khan's imprisonment; the military fears his party's survival and aims to keep him from power. China's financial support for Pakistan is also noted as flagging. 915-930 Afghan-Pakistan Peace Talks and the Imprisonment of Imran Khan. Husain Haqqani and Bill Roggio discuss Afghan-Pakistan peace talks, which are unlikely to achieve long-term peace as Pakistan feels "cocky." Trump's efforts are seen as ironic, given the issues stemming from the Doha agreement. Discussion turns to Imran Khan's imprisonment; the military fears his party's survival and aims to keep him from power. China's financial support for Pakistan is also noted as flagging. 930-945 Israel Seeks Reliable Multinational Force to Prevent Hamas Resurgence in Gaza. David Daoud discusses Israel's primary concern regarding a multinational force in Gaza: ensuring its reliability to prevent Hamas's resurgence or rearmament. Hamas is reasserting control and slow-rolling the recovery of remaining hostages' bodies to establish the ceasefire. US drones monitor adherence to the ceasefire. Israel has ended the emergency status in the south, signaling a slow return to normal life. 945-1000 Iran Defies West on Nuclear Program Despite Loss of Key Scientists. Jonathan Schanzer discusses Iran's defiant nuclear program, noting the procurement of air defense systems from Russia and China is debatable. A major setback has been the loss of nuclear scientists due to targeted assassinations. Iran is heavily supporting the Houthis (now a full proxy), sending ballistic missile components and IRGC officials to help assemble them in Yemen. Snapback sanctions' impact on Iran's partnerships with Russia and China remains uncertain. SECOND HOUR 10-1015 Hamas Slow-Rolls Hostage Returns to Avoid Disarmament, as Iran Remains Defiant. Malcolm Hoenlein discusses Hamas's slow-rolling of deceased hostage returns to avoid disarmament, a key condition of the peace talks. He notes Iran remains defiant, reconstituting its nuclear program at sites like Tehran 2 and using Georgia to evade sanctions. The discussion also covers the naming of a successor for PA President Abbas and highlights Javier Milei's landslide victory in Argentina as a stabilizing factor in South America. 1015-1030 Hamas Slow-Rolls Hostage Returns to Avoid Disarmament, as Iran Remains Defiant. Malcolm Hoenlein discusses Hamas's slow-rolling of deceased hostage returns to avoid disarmament, a key condition of the peace talks. He notes Iran remains defiant, reconstituting its nuclear program at sites like Tehran 2 and using Georgia to evade sanctions. The discussion also covers the naming of a successor for PA President Abbas and highlights Javier Milei's landslide victory in Argentina as a stabilizing factor in South America. 1030-1045 Russia Tests Nuclear Missile Amid Tough Winter and Increased US Sanctions. John Hardie analyzes Russia's reported successful test of the nuclear-powered Burevestnik cruise missile. This test is likely aimed at pressuring the US into arms control talks, rather than impacting the Ukraine battlefield. On the ground, the situation in Pokrovsk has deteriorated due to Russian infiltration. The US has shifted from diplomacy to pressure, imposing sanctions on major Russian oil companies. 1045-1100 Anti-Hamas Clans and Militias Challenge Hamas's Control in Gaza. Ahmad Sharawi discusses the challenge to Hamas's power in Gaza by anti-Hamas clans and militias, some allegedly backed by Israel. Groups like the Dughmush clan and Yasser Abu Shabbab's Popular Forces contest Hamas's control and monopolization of aid. Hamas deters these rivals, labeling them "collaborators," as Gaza fragments into controlled pockets or "bantustans." THIRD HOUR 1100-1115 Canadian Prime Minister Mark Carney Poised to De-escalate Trade Dispute with Trump. Conrad Black analyzes the US-Canada trade dispute ignited by Ontario Premier Doug Ford's ad criticizing US tariffs. Black notes that while Ford was "cheeky," President Trump overreacted by suspending negotiations and mandating 10% tariffs. Prime Minister Mark Carney, seen as a diplomatic and well-informed figure, is expected to de-escalate the issue and work toward a reasonable agreement at the upcoming Asian conference. 1115-1130 AQAP Targets Anti-Houthi Forces Amidst Cooperation with Houthis and Iran. Bridget Toomey reports on AQAP's attack on anti-Houthi Yemeni soldiers. AQAP and the Houthis have an informal non-aggression agreement, sometimes cooperating on weapon smuggling. Iran supplies advanced arms to the Houthis and has maintained a relationship with al-Qaeda leadership for two decades. This cooperation, despite sectarian differences, aims to destabilize Yemen and the region. 1130-1145 Milei's Libertarian Win in Argentina Signals 'MAGA Tide' in Latin America. Alejandro Peña Esclusa and Ernesto Araújo analyze Javier Milei's decisive win in Argentina, viewing it as a model for Latin America and a victory for Donald Trump. The result signals a reduction of the "pink tide" and emergence of a "MAGA tide." Trump is leveraging trade talks to pressure Brazil's President Lula da Silva regarding Bolsonaro and alignment with China, reconfiguring power in the region. 1145-1200 Milei's Libertarian Win in Argentina Signals 'MAGA Tide' in Latin America. Alejandro Peña Esclusa and Ernesto Araújo analyze Javier Milei's decisive win in Argentina, viewing it as a model for Latin America and a victory for Donald Trump. The result signals a reduction of the "pink tide" and emergence of a "MAGA tide." Trump is leveraging trade talks to pressure Brazil's President Lula da Silva regarding Bolsonaro and alignment with China, reconfiguring power in the region. FOURTH HOUR 12-1215    US Pressure on Xi Jinping May Lead to Release of Jimmy Lai. Mark Simon is encouraged that President Trump plans to raise the fate of persecuted publisher Jimmy Lai with Xi Jinping. Simon believes China must resolve the "Jimmy Lai problem" but will likely demand concessions, such as sanctions relief. Lai's release, potentially via a humanitarian or commuted sentence route, would pave the way for the release of hundreds of other Hong Kong dissidents. 1215-1230 Trump's Tariff Policy Gains Victory in Trade Truce with China. Alan Tonelson assesses the US-China trade truce, viewing it as a major victory for President Trump's tariff policies. China agreed to delay rare earth export controls and buy US farm goods. This move is seen as desperate by Xi Jinping, whose economy is undermined by US technology curbs. China's predatory practices defined the relationship until Trump decided to use American leverage. 1230-1245 vUS Tariffs Drive Canada Toward Greater Economic Integration with China. Charles Burton discusses how US tariff aggression, fueled by Premier Doug Ford quoting Ronald Reagan to criticize US trade policy, is pushing Canada toward China. The uncertainty over Trump's response makes negotiating difficult, prompting speculation Canada may renew free trade talks with Beijing, remove investment restrictions, and possibly join the Belt and Road Initiative. 1245-100 AM Trump Demands Higher Defense Spending from New Japanese Prime Minister Takaichi. Lance Gatling reports on President Trump's visit to Tokyo and his meeting with the new Prime Minister, Takaichi. Trump is expected to demand increased defense spending. Takaichi plans to accelerate doubling the defense budget to 2% of GDP. A major concern is Trump asking Japan to stop buying energy from Russia, which supplies Japanese LNG. Takaichi enjoys surprisingly strong domestic support.

Reverend Bill Devlin Braves Category 5 Hurricane Melissa in Kingston, Jamaica Guest: Reverend Bill Devlin Host John Batchelor interviews Reverend Bill Devlin, who is in Kingston, Jamaica, facing Hurricane Melissa, described as a rare Category 5 storm. Melissa is the strongest storm on the planet this year, featuring winds of 150 mph with expected gusts up to 175 mph. The hurricane is anticipated to make landfall on Jamaica's southern coast, passing through May Pen toward Montego Bay. Devlin is sheltering on a balcony overlooking Kingston, which is experiencing torrential rains and gale winds. Despite local catastrophic flooding, Kingston appears well-prepared, as the overwhelming majority of homes are concrete structures with secured, tiled roofs. Devlin reports no catastrophic damage in the city thus far. All three Jamaican airports closed starting Sunday night, October 26, 2025, with all flights canceled until Friday, October 31st. Melissa has already caused fatalities in Haiti, Jamaica, and the Dominican Republic. The guest expresses particular concern for the middle and rural regions of the island, which are still recovering from Hurricane Barrel, which struck over a year ago. 1900 TYPHOON ON GUAM

LONDINIUM 91 A.D.: Roman Siege Tactics and Russian Attrition: A Study in Political Vengeance and War Strategy Gaius (John Batchelor) and Germanicus (Michael Vlahos) Gaius and Germanicus open by discussing fresh swan meat in Londinium before moving to the main topic of political vengeance, noting that Romans recognize it while American editorialists are discovering it afresh due to Emperor Trump. They review the war in Ukraine, where Russians are employing a strategy of attrition to achieve the collapse of the Ukrainian army. Germanicus explains that Ukraine's strategy of refusing to retreat has led to disproportionate losses and the encirclement of up to 10,000 soldiers in "cauldrons" near Pokrovsk and Kupyansk. Gaius relates this situation to successful Roman siege tactics used at Carthage and Jerusalem. Historically, the reward for Roman soldiers breaking a siege was to ransack the city, causing the prices of gold and slaves to plummet. Germanicus asserts, however, that the Russians are taking pains to signal that leveling cities is not their way, emphasizing mercy due to the kinship between the two related peoples. The hosts also mention the delay of a summit involving Vladimir Putin and Mr. Trump's proposed Greco-Roman style building at the White House. 80 BCE SULLA SACKS ROME

LONDINIUM 91 A.D.: The Emperor's Legacy: Debating Trump's Greco-Roman White House Addition Gaius (John Batchelor) and Germanicus (Michael Vlahos) Gaius and Germanicus discuss the proposed 90,000 square foot Greco-Roman casino-style building intended for the White House, which the Washington Post endorsed, calling the current need to erect tents on the South Lawn an embarrassment. Gaius notes that changes to the White House traditionally draw large protests, citing Jefferson and Jackie Kennedy. He compares Mr. Trump, who has no claim to royalty, to the Flavians (Vespasian and Titus), who were business-class provincials yet built the Colosseum, the symbol of Rome. Germanicus explains that it is the prerogative of the emperor to leave a physical legacy, a tradition dating back to Augustus, who transformed Rome from a city of brick to one of marble. He argues that official architecture in Washington, D.C., follows this majestic imperial Greco-Roman tradition, cemented by Franklin Delano Roosevelt. Gaius reveals that the current White House is actually a complete 1950s reproduction, rebuilt under Truman after structural deficiencies were discovered. Finally, they discuss Mr. Trump's desire for a moon landing before leaving office, viewing it as part of his mission to restore American greatness and secure a significant legacy. 1902 ROME

LONDINIUM 91 AD. Political Revenge: Comparing Modern American Vendettas to Roman Gore Gaius (John Batchelor) and Germanicus (Michael Vlahos) The conversation focuses on the nature of political revenge, prompted by the revival of Seneca's bloody revenge play Octavia. Gaius expresses astonishment that editorialists appear surprised by Mr. Trump seeking vengeance against those who attempted to jail him, noting that revenge is inherent to the Roman and American empires. Germanicus states he is only surprised that the opposing party refuses to confess to similar actions, citing historical Democratic precedents such as the Palmer raids under Wilson and successful efforts against Richard Nixon. He calls the opposition's outrage a "forked tongue expression," noting the unjustified high-security incarceration of individuals for minor offenses following the 2020 events. Gaius observes that the opposition employs false piety and melodrama—such as claiming democracy faces an existential crisis—in place of historical understanding. Germanicus argues that political bitterness and high levels of lying stem from the opposition's belief that they represent light and truth, leading to the "othering" of the enemy. This dehumanization means that lying becomes perceived as an act of virtue. The hosts conclude that while Roman political revenge sometimes involved preemptively wiping out one's own family, the current American conflict represents a comparatively mild cupcake tyranny. 1883 CATO SUICIDE

SHOW 10-24-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT CANADA  IN THE EYES OF THE TRUMP ADMINISTRATION. FIRST HOUR 9-915 Pennsylvania Aims to Be AI Capital with US-Made Non-Lithium Batteries. Salena Zito reports on Governor Shapiro's plan to establish Pennsylvania as the AI and data center capital, capitalizing on its energy resources and university system. She focuses on EOS, a Turtle Creek company making non-lithium batteries that are 97% US-made, countering reliance on Chinese lithium. AI data centers require high energy reliability, favoring coal and natural gas infrastructure. Governor Shapiro supports this buildout, including a $22 million grant for EOS. 915-930 Italian Olive Harvest and Historical Vatican-UK Royal Visit. Lorenzo Fiori reports that the olive harvest in Tuscany is expected to be low in quantity due to mosquito damage caused by humidity and rain. However, recent strong winds helped remove damaged olives, potentially ensuring a "very tasty" oil. Fiori also discusses the historical visit of King Charles III to the Vatican's Sistine Chapel to pray with Pope Francis. This event, which Fiori found spectacular, is seen as crucial for restoring dialogue between the Anglican and Catholic Churches after centuries of division. 930-945 Small Business Economy Steady; AI Remains a 'Toy'. Gene Marks reports on the small business economy, noting steady activity among machine parts manufacturers, often preparing for an "onshoring boom." Construction and housing are holding steady but anticipate a future boom as interest rates decline. Tariffs have a muted impact, often absorbed or passed on as separate invoice line items for transparency. Marks demonstrates that AI, despite its advances, is not ready for prime-time business use, failing to accurately generate a requested image of a Yorkshire Terrier hitting a home run. 945-1000 Small Business Economy Steady; AI Remains a 'Toy'. Gene Marks reports on the small business economy, noting steady activity among machine parts manufacturers, often preparing for an "onshoring boom." Construction and housing are holding steady but anticipate a future boom as interest rates decline. Tariffs have a muted impact, often absorbed or passed on as separate invoice line items for transparency. Marks demonstrates that AI, despite its advances, is not ready for prime-time business use, failing to accurately generate a requested image of a Yorkshire Terrier hitting a home run. SECOND HOUR 10-1015 Pacific Palisades Housing Dispute and West Coast Infrastructure Challenges. Jeff Bliss covers West Coast issues, including traffic disruption from new high-speed rail construction between Southern California and Las Vegas. Pacific Palisades residents are protesting state and local plans to use burned-out lots for high-density, multistory affordable housing, fearing the change in community character and increased traffic. Additionally, copper theft from EV charging stations is undermining Los Angeles's zero emissions goals. Homeless encampments are also sparking major brush fire concerns in areas like Malibu and the Sepulveda Basin. 1015-1030 Pennsylvania Pursues Data Center Hub Status, Converting Golf Courses. Jim McTague reports on Pennsylvania's effort to become a data center hub, citing over $90 billion committed investment statewide. York County secured $5 billion, with plans including converting Brierwood Golf Course into a data center. This effort faces public resistance fueled by fears of higher electricity and water prices. McTague notes that consumer spending in Lancaster County is "steady." The conversion of golf courses reflects the decline of golf, seen as a "dinosaur" activity that takes too much time. 1030-1045 Professor Epstein Slams Trump's Economic Policies as 'State Socialism'. Professor Richard Epstein analyzes four Trump administration economic decisions concerning Intel, Nvidia, US Steel, and MP Mining, labeling them forms of state-owned enterprise or "state socialism." Epstein argues that acquiring golden shares or negotiating side deals—like Nvidia paying 15% of China revenue—destroys market value, undercuts competitors, and violates the neutral application of laws. He also critiques the Gaza deal, stating Hamas must be wiped out before any subsequent phases of the agreement can proceed. 1045-1100 Professor Epstein Slams Trump's Economic Policies as 'State Socialism'. Professor Richard Epstein analyzes four Trump administration economic decisions concerning Intel, Nvidia, US Steel, and MP Mining, labeling them forms of state-owned enterprise or "state socialism." Epstein argues that acquiring golden shares or negotiating side deals—like Nvidia paying 15% of China revenue—destroys market value, undercuts competitors, and violates the neutral application of laws. He also critiques the Gaza deal, stating Hamas must be wiped out before any subsequent phases of the agreement can proceed. THIRD HOUR 1100-1115 cMcNamara at War: Loyalty, Secrets, and the Vietnam Conflict. Professor William Taubman discusses Robert McNamara's complicated role during the LBJ years. McNamara enabled the Vietnam War escalation, notably misrepresenting the Gulf of Tonkin incidents to Congress. Despite later secretly opposing the war ("I want so badly to bring the boys home"), he remained silent due to loyalty to Johnson and the presidency. Taubman also details McNamara's role spying on the Kennedys for LBJ and his "loving" relationship with Jackie Kennedy. His post-Pentagon role at the World Bank served as a form of repentance. 1115-1130 cMcNamara at War: Loyalty, Secrets, and the Vietnam Conflict. Professor William Taubman discusses Robert McNamara's complicated role during the LBJ years. McNamara enabled the Vietnam War escalation, notably misrepresenting the Gulf of Tonkin incidents to Congress. Despite later secretly opposing the war ("I want so badly to bring the boys home"), he remained silent due to loyalty to Johnson and the presidency. Taubman also details McNamara's role spying on the Kennedys for LBJ and his "loving" relationship with Jackie Kennedy. His post-Pentagon role at the World Bank served as a form of repentance. 1130-1145 cMcNamara at War: Loyalty, Secrets, and the Vietnam Conflict. Professor William Taubman discusses Robert McNamara's complicated role during the LBJ years. McNamara enabled the Vietnam War escalation, notably misrepresenting the Gulf of Tonkin incidents to Congress. Despite later secretly opposing the war ("I want so badly to bring the boys home"), he remained silent due to loyalty to Johnson and the presidency. Taubman also details McNamara's role spying on the Kennedys for LBJ and his "loving" relationship with Jackie Kennedy. His post-Pentagon role at the World Bank served as a form of repentance. 1145-1200 cMcNamara at War: Loyalty, Secrets, and the Vietnam Conflict. Professor William Taubman discusses Robert McNamara's complicated role during the LBJ years. McNamara enabled the Vietnam War escalation, notably misrepresenting the Gulf of Tonkin incidents to Congress. Despite later secretly opposing the war ("I want so badly to bring the boys home"), he remained silent due to loyalty to Johnson and the presidency. Taubman also details McNamara's role spying on the Kennedys for LBJ and his "loving" relationship with Jackie Kennedy. His post-Pentagon role at the World Bank served as a form of repentance. FOURTH HOUR 12-1215 Trump Administration's Economic Interventionism Questioned as 'State Capitalism'. Veronique de Rugy critiques the Trump administration's economic policies regarding companies like Intel, US Steel, and MP Mining, calling them "state capitalism" or forms of nationalization. She argues that the government acquiring a minority share in Intel creates bad incentives and unfair competitive advantages. Regarding MP Mining, de Rugy notes that guaranteeing a price floor fails to address the underlying issue of government regulation hindering rare earth production in the US.E 1215-1230 The Postponement of the Budapest Meeting and Negotiating with Putin. Cliff May discusses the postponement of the Trump-Putin Budapest meeting, attributing it to Marco Rubio insisting on a cessation of hostilities, which Foreign Minister Lavrov rejected, demanding "all Ukraine." May warns President Trump against being outnegotiated, referencing Stalin's success over Roosevelt and Churchill at Yalta. Putin admires Stalin, who expanded the Russian Empire and engineered the Holodomor famine. May stresses that Russians negotiate only to win, not to compromise. 1230-1245 NASA's Artemis Woes, Chinese Debris, and Global Space Industry Shifts. Bob Zimmerman discusses NASA's Artemis program, noting Administrator Sean Duffy is using a social media feud with Elon Musk as a "shiny object" to distract from the Orion capsule's untrustworthy heat shield risks. Other space issues include China's dangerous rocket debris crashes, some using highly toxic fuels, and European satellite companies consolidating into Project Bromo due to competition. Zimmerman also highlights the discovery of a large asteroid orbiting near Venus and Lockheed Martin's investment in Venus Aerospace's radical rocket engine design. 1245-100 AM NASA's Artemis Woes, Chinese Debris, and Global Space Industry Shifts. Bob Zimmerman discusses NASA's Artemis program, noting Administrator Sean Duffy is using a social media feud with Elon Musk as a "shiny object" to distract from the Orion capsule's untrustworthy heat shield risks. Other space issues include China's dangerous rocket debris crashes, some using highly toxic fuels, and European satellite companies consolidating into Project Bromo due to competition. Zimmerman also highlights the discovery of a large asteroid orbiting near Venus and Lockheed Martin's investment in Venus Aerospace's radical rocket engine design.

SHOW 10-23-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1882 BLACK SEA RUSSIAN FLEET THE SHOW BEGINS IN THE DOUBTS ABOUT A UKRAINE RESOLUTION... FIRST HOUR 9-915 Delayed Budapest Summit and Ukraine Negotiation Sticking Points. Anatol Lieven discusses how negotiations between the US and Russia, including a planned Budapest meeting, are delayed despite some progress on security issues like Trump's position on Ukraine joining NATO. The major sticking point remains Russia's demand that Ukraine withdraw from the rest of the Donbas, which Ukrainian leaders deem politically impossible. While Russia has scaled back some territorial claims, a viable peace settlement likely necessitates a ceasefire along existing lines, coupled with lifting sanctions. Escalation risks remain high due to potential accidental military clashes. 915-930 Delayed Budapest Summit and Ukraine Negotiation Sticking Points. Anatol Lieven discusses how negotiations between the US and Russia, including a planned Budapest meeting, are delayed despite some progress on security issues like Trump's position on Ukraine joining NATO. The major sticking point remains Russia's demand that Ukraine withdraw from the rest of the Donbas, which Ukrainian leaders deem politically impossible. While Russia has scaled back some territorial claims, a viable peace settlement likely necessitates a ceasefire along existing lines, coupled with lifting sanctions. Escalation risks remain high due to potential accidental military clashes. 930-945 Trump Administration Sanctions Hit Russia's Oil Lifeline. Michael Bernstam discussed the Trump administration's politically significant sanctions targeting Russia's two largest oil producers, Rosneft and Lukoil, affecting 56% of Russian output. The sanctions caused world oil prices to jump temporarily and elicited an immediate angry response from Putin, who called it an "unfriendly act." The primary financial impact on Russia will be much deeper discounts demanded by buyers, significantly hurting the Russian budget. Europe is meanwhile nearing liberation from Russian energy dependence due to abundant US liquefied natural gas (LNG). 945-1000 UN Cyber Crime Treaty: Authoritarian Assault on Free Speech. Ivana Stradner discussed the controversial UN Cyber Crime Treaty, which she argues is an assault on international rule of law spearheaded by Russia and China. The treaty is feared because it enables digital authoritarianism, censorship, and surveillance by potentially forcing companies to grant government access to private data and share user information globally. The US should reject ratification and defer to the Budapest Convention, relying instead on powerful offensive and defensive cyber capabilities for deterrence. SECOND HOUR 10-1015 Political Shifts and Security Crises Across Latin America. Professor Evan Ellis reported on a shifting Latin American landscape. Argentina's Milei navigates a key election after implementing painful economic cuts, backed by a new US currency swap deal. Bolivia's Luis Arce seeks warmer US ties while managing a severe economic crisis. Peru's president declared a state of emergency to address rampant insecurity and extortion in Lima. Concurrently, the US is escalating pressure on Venezuela's Maduro regime, primarily targeting the criminal Cartel de los Soles leadership. 1015-1030 Political Shifts and Security Crises Across Latin America. Professor Evan Ellis reported on a shifting Latin American landscape. Argentina's Milei navigates a key election after implementing painful economic cuts, backed by a new US currency swap deal. Bolivia's Luis Arce seeks warmer US ties while managing a severe economic crisis. Peru's president declared a state of emergency to address rampant insecurity and extortion in Lima. Concurrently, the US is escalating pressure on Venezuela's Maduro regime, primarily targeting the criminal Cartel de los Soles leadership. 1030-1045 Political Shifts and Security Crises Across Latin America. Professor Evan Ellis reported on a shifting Latin American landscape. Argentina's Milei navigates a key election after implementing painful economic cuts, backed by a new US currency swap deal. Bolivia's Luis Arce seeks warmer US ties while managing a severe economic crisis. Peru's president declared a state of emergency to address rampant insecurity and extortion in Lima. Concurrently, the US is escalating pressure on Venezuela's Maduro regime, primarily targeting the criminal Cartel de los Soles leadership. 1045-1100 Political Shifts and Security Crises Across Latin America. Professor Evan Ellis reported on a shifting Latin American landscape. Argentina's Milei navigates a key election after implementing painful economic cuts, backed by a new US currency swap deal. Bolivia's Luis Arce seeks warmer US ties while managing a severe economic crisis. Peru's president declared a state of emergency to address rampant insecurity and extortion in Lima. Concurrently, the US is escalating pressure on Venezuela's Maduro regime, primarily targeting the criminal Cartel de los Soles leadership. THIRD HOUR 1100-1115 Robert McNamara: From WWII Statistical Control to Kennedy's Star. Professor William Taubman detailed Robert McNamara's rise, beginning as a statistician in WWII advising General Curtis LeMay on firebombing techniques, a success McNamara later regretted as potentially criminal. After becoming president of Ford, he reluctantly joined JFK's administration as Secretary of Defense. McNamara's brilliance and efficiency led Kennedy to admire him as the cabinet's star, even considering him for vice president in 1964 and the presidential candidate in 1968. 1115-1130 Robert McNamara: From WWII Statistical Control to Kennedy's Star. Professor William Taubman detailed Robert McNamara's rise, beginning as a statistician in WWII advising General Curtis LeMay on firebombing techniques, a success McNamara later regretted as potentially criminal. After becoming president of Ford, he reluctantly joined JFK's administration as Secretary of Defense. McNamara's brilliance and efficiency led Kennedy to admire him as the cabinet's star, even considering him for vice president in 1964 and the presidential candidate in 1968. 1130-1145 Robert McNamara: From WWII Statistical Control to Kennedy's Star. Professor William Taubman detailed Robert McNamara's rise, beginning as a statistician in WWII advising General Curtis LeMay on firebombing techniques, a success McNamara later regretted as potentially criminal. After becoming president of Ford, he reluctantly joined JFK's administration as Secretary of Defense. McNamara's brilliance and efficiency led Kennedy to admire him as the cabinet's star, even considering him for vice president in 1964 and the presidential candidate in 1968. 1145-1200 Robert McNamara: From WWII Statistical Control to Kennedy's Star. Professor William Taubman detailed Robert McNamara's rise, beginning as a statistician in WWII advising General Curtis LeMay on firebombing techniques, a success McNamara later regretted as potentially criminal. After becoming president of Ford, he reluctantly joined JFK's administration as Secretary of Defense. McNamara's brilliance and efficiency led Kennedy to admire him as the cabinet's star, even considering him for vice president in 1964 and the presidential candidate in 1968. FOURTH HOUR 12-1215 The AI Infrastructure Gold Rush and Europe's Absence. Chris Riegel discusses how the AI revolution is driving a feverish rush to build large data centers (one gigawatt or better), though energy access is a critical choke point that may cause conflict between commercial demand and normal consumers by summer 2026. This intense global competition, likened to a gold rush, is primarily a two-horse race between the US and China. Europe is largely sitting out the advanced AI development wave, which is considered a tactical mistake that may leave them reliant on American or Chinese technology. 1215-1230        CBP Admits Fake Record Used to Jail Bolsonaro Advisor in Brazil. Mary Anastasia O'Grady discusses how US Customs and Border Protection (CBP) admitted an erroneous entry record was created and used by Brazilian Justice Alexandre de Moraes to jail Felipe Martins, an advisor to former President Bolsonaro. De Moraes used the apparently fake I-94 document, which contained a misspelling and a canceled passport number, to hold Martins for 183 days to extract information about an alleged coup plot. The unprecedented CBP admission confirms a file violation and suggests ongoing malfeasance. 1230-1245 US Accelerates Moon Race Against China. Rick Fisher and David Livingston discuss how the US moon race is accelerating, driven by President Trump's demand to land on the moon by 2028 and concerns that China, using the Long March 10 booster, might get there by 2029. Interim NASA Director Sean Duffy reopened the lunar lander contract, previously held by SpaceX's Starship, to Blue Origin and potentially Lockheed Martin, seeking multiple pathways. The Chinese space program is viewed as a strategic maneuver aimed at distracting the US from other global conflicts. 1245-100 AM US Accelerates Moon Race Against China. Rick Fisher and David Livingston discuss how the US moon race is accelerating, driven by President Trump's demand to land on the moon by 2028 and concerns that China, using the Long March 10 booster, might get there by 2029. Interim NASA Director Sean Duffy reopened the lunar lander contract, previously held by SpaceX's Starship, to Blue Origin and potentially Lockheed Martin, seeking multiple pathways. The Chinese space program is viewed as a strategic maneuver aimed at distracting the US from other global conflicts.

Peter Berkowitz Analyzes Precarious Gaza Ceasefire and Deep Internal Political Tensions in Israel Peter Berkowitz with John Batchelor Peter Berkowitz stated the Gaza ceasefire is precarious and phase one is incomplete until all deceased hostages' remains are returned, aligning with Israeli public and governmental sentiment. Hamas may be stalling negotiations to rearm. Berkowitz noted sharp internal tensions in Israel, driven by opposition to Netanyahu, resentment over judicial reform, and economic exhaustion from military service. He finds it unlikely that the peace plan, which requires Hamas disarmament, will be fully realized.

Simon Constable Reports on Rising Commodity Prices Driven by Data Center Demand and European Political Turmoil Simon Constable with John Batchelor Simon Constable reported significant commodity price increases (copper up 14%, gold up 48%), driven by demand for data centers and AI. He criticized European reluctance to build needed data centers, stressing their necessity for the digital future. Constable noted President Macron fears Marine Le Pen's National Rally due to growing support stemming from concerns over unfettered immigration. He also criticized the UK Labour party's plan to tax professionals like dentists and doctors, predicting they will leave the country.

GOP Voters Found More Moderate on Fiscal Issues and Driven by Cultural Anti-Progressivism, According to New Analysis Ryan Streeter with John Batchelor Ryan Streeter discussed findings showing Republican voters are more moderate than portrayed, especially on entitlement cuts. They prioritize a healthy economy and law and order. Isolationism is not prominent, though they oppose excessive foreign spending. MAGA Republicanism is defined primarily by cultural issues, like anti-progressivism and concern over immigration, often outweighing economic policies like tariffs. Streeter concludes that rank and file voters are not as radical as national politics suggest.

GOP Voters Found More Moderate on Fiscal Issues and Driven by Cultural Anti-Progressivism, According to New Analysis Ryan Streeter with John Batchelor Ryan Streeter discussed findings showing Republican voters are more moderate than portrayed, especially on entitlement cuts. They prioritize a healthy economy and law and order. Isolationism is not prominent, though they oppose excessive foreign spending. MAGA Republicanism is defined primarily by cultural issues, like anti-progressivism and concern over immigration, often outweighing economic policies like tariffs. Streeter concludes that rank and file voters are not as radical as national politics suggest.

VPeter Berkowitz Analyzes Precarious Gaza Ceasefire and Deep Internal Political Tensions in Israel Peter Berkowitz with John Batchelor Peter Berkowitz stated the Gaza ceasefire is precarious and phase one is incomplete until all deceased hostages' remains are returned, aligning with Israeli public and governmental sentiment. Hamas may be stalling negotiations to rearm. Berkowitz noted sharp internal tensions in Israel, driven by opposition to Netanyahu, resentment over judicial reform, and economic exhaustion from military service. He finds it unlikely that the peace plan, which requires Hamas disarmament, will be fully realized.

Colonel Newsham Discusses Promising US-Australia Rare Earth Deal and Canberra's Dual Strategy Toward China Grant Newsham with John Batchelor Colonel Grant Newsham discussed the promising US-Australia rare earth deal, noting Australia has vast mining capabilities to provide an alternative to China's dominance. China's threat to use export controls might spur free nations to develop alternative supply chains. Newsham noted Canberra is playing a "neat trick," maintaining a firm defense alliance with the US (AUKUS) while maintaining profitable economic ties with Beijing, reflecting an underlying "softness" toward China. 1698

General Zhang Youxia Allegedly Leads PLA Purges Amid Internal CCP Power Struggle General Blaine Holt with John Batchelor General Blaine Holt reported that the purge of nine flag officers was allegedly executed by General Zhang Youxia, not Xi Jinping. Zhang, a top general, began the purges out of fear of becoming a target himself, indicating an internal "civil war" within the CCP factions opposing Xi. Zhang has secured elite military units loyal to him and the People's Liberation Army (PLA), rather than solely the Party, stabilizing the military amidst the turmoil. Zhang's life is at risk if Xi prevails. 1850

China's Property Crisis, Deflation, and Structural Obstacles to Consumption Anne Stevenson-Yang with John Batchelor Anne Stevenson-Yang discussed how the persistent property crater has severely dragged down fixed asset investment. Beijing aims to boost the economy via consumption, but the Chinese system is structurally built to communicate only with producers, not average consumers. Furthermore, the deflationary environment encourages people to delay purchases, waiting for lower prices. She views the Five-Year Plans mainly as an "amazing relic" used internally to motivate the sprawling government bureaucracies. 1850

Colonel Newsham Discusses Promising US-Australia Rare Earth Deal and Canberra's Dual Strategy Toward China Grant Newsham with John Batchelor Colonel Grant Newsham discussed the promising US-Australia rare earth deal, noting Australia has vast mining capabilities to provide an alternative to China's dominance. China's threat to use export controls might spur free nations to develop alternative supply chains. Newsham noted Canberra is playing a "neat trick," maintaining a firm defense alliance with the US (AUKUS) while maintaining profitable economic ties with Beijing, reflecting an underlying "softness" toward China. 1850

Bob Zimmerman Criticizes NASA's Artemis Lunar Program as a "Management Disaster" Focused on Beating China Bob Zimmerman with John Batchelor Bob Zimmerman criticized NASA interim administrator Sean Duffy for focusing on SpaceX being "behind schedule," distracting from NASA's own delay of the Artemis mission to 2028 at the earliest. He called the Artemis plan an "unwieldy management disaster" designed haphazardly to give the SLS rocket a mission. The political push to beat China by 2028 creates a dangerous "one-time stunt." Zimmerman argues the private sector (SpaceX) is the real future of US space endeavors. 1953

Rick Fisher Reports on China's Reusable Rocket Deluge and US Moon Race Political Pressures Rick Fisher with John Batchelor Rick Fisher reported that China has 27 reusable space launch vehicle projects underway, predicting a "deluge" of cheap space services to compete with SpaceX. He noted that President Trump is alarmed that China may win the second race to the moon. Trump pressured NASA Administrator Duffy to open the Human Landing System competition to Blue Origin, signaling that politics and winning the race are paramount, regardless of competitor viability. China's first reusable booster test could occur before year-end. 1698

Steve Yates Discusses Australia-US Alliance Strength and Political Turmoil Affecting APEC Summit Steve Yates with John Batchelor Steve Yates confirmed the Trump-Albanese meeting was a net positive, accelerating AUKUS and securing a rare earth deal that addresses supply access. He noted the political turmoil in Beijing, highlighted by uncertainty over Xi Jinping's APEC attendance. This instability is abnormal and reinforces China's unstable political foundation. Yates suggested this instability should push allies to rely more on the first island chain as a reliable balance. 1687

Colonel McCausland Discusses Postponed Budapest Summit, Gaza Ceasefire Instability, and Pentagon Information Control Jeff McCausland with John Batchelor Colonel McCausland explained the Budapest summit postponement, noting Putin demands Ukrainian surrender before a ceasefire. He considered Tomahawks an escalation of firepower, but not a game-changer, with delivery now on hold. McCausland described the Gaza ceasefire as precarious, lacking discussion or plan for Hamas disarmament, which he views as the necessary "red line" for stability. He criticized the Pentagon's new policy blocking journalists from soliciting unauthorized information as an attempt by Secretary Hegseth to control information flow and increase opacity. 1600

Colonel McCausland Discusses Postponed Budapest Summit, Gaza Ceasefire Instability, and Pentagon Information Control Jeff McCausland with John Batchelor Colonel McCausland explained the Budapest summit postponement, noting Putin demands Ukrainian surrender before a ceasefire. He considered Tomahawks an escalation of firepower, but not a game-changer, with delivery now on hold. McCausland described the Gaza ceasefire as precarious, lacking discussion or plan for Hamas disarmament, which he views as the necessary "red line" for stability. He criticized the Pentagon's new policy blocking journalists from soliciting unauthorized information as an attempt by Secretary Hegseth to control information flow and increase opacity. 1560

Simon Constable Reports on Rising Commodity Prices Driven by Data Center Demand and European Political Turmoil Simon Constable with John Batchelor Simon Constable reported significant commodity price increases (copper up 14%, gold up 48%), driven by demand for data centers and AI. He criticized European reluctance to build needed data centers, stressing their necessity for the digital future. Constable noted President Macron fears Marine Le Pen's National Rally due to growing support stemming from concerns over unfettered immigration. He also criticized the UK Labour party's plan to tax professionals like dentists and doctors, predicting they will leave the country.

Bob Zimmerman Criticizes NASA's Artemis Lunar Program as a "Management Disaster" Focused on Beating China Bob Zimmerman with John Batchelor Bob Zimmerman criticized NASA interim administrator Sean Duffy for focusing on SpaceX being "behind schedule," distracting from NASA's own delay of the Artemis mission to 2028 at the earliest. He called the Artemis plan an "unwieldy management disaster" designed haphazardly to give the SLS rocket a mission. The political push to beat China by 2028 creates a dangerous "one-time stunt." Zimmerman argues the private sector (SpaceX) is the real future of US space endeavors. 1941

SHOW 10-22-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR HK 1925 THE SHOW BEGINS IN THE DOUBTS ABOUT XI. FIRST HOUR 9-915 Colonel McCausland Discusses Postponed Budapest Summit, Gaza Ceasefire Instability, and Pentagon Information Control Jeff McCausland with John Batchelor Colonel McCausland explained the Budapest summit postponement, noting Putin demands Ukrainian surrender before a ceasefire. He considered Tomahawks an escalation of firepower, but not a game-changer, with delivery now on hold. McCausland described the Gaza ceasefire as precarious, lacking discussion or plan for Hamas disarmament, which he views as the necessary "red line" for stability. He criticized the Pentagon's new policy blocking journalists from soliciting unauthorized information as an attempt by Secretary Hegseth to control information flow and increase opacity. 915-930 Colonel McCausland Discusses Postponed Budapest Summit, Gaza Ceasefire Instability, and Pentagon Information Control Jeff McCausland with John Batchelor Colonel McCausland explained the Budapest summit postponement, noting Putin demands Ukrainian surrender before a ceasefire. He considered Tomahawks an escalation of firepower, but not a game-changer, with delivery now on hold. McCausland described the Gaza ceasefire as precarious, lacking discussion or plan for Hamas disarmament, which he views as the necessary "red line" for stability. He criticized the Pentagon's new policy blocking journalists from soliciting unauthorized information as an attempt by Secretary Hegseth to control information flow and increase opacity. 930-945 Steve Yates Discusses Australia-US Alliance Strength and Political Turmoil Affecting APEC Summit Steve Yates with John Batchelor Steve Yates confirmed the Trump-Albanese meeting was a net positive, accelerating AUKUS and securing a rare earth deal that addresses supply access. He noted the political turmoil in Beijing, highlighted by uncertainty over Xi Jinping's APEC attendance. This instability is abnormal and reinforces China's unstable political foundation. Yates suggested this instability should push allies to rely more on the first island chain as a reliable balance. 945-1000 Rick Fisher Reports on China's Reusable Rocket Deluge and US Moon Race Political Pressures Rick Fisher with John Batchelor Rick Fisher reported that China has 27 reusable space launch vehicle projects underway, predicting a "deluge" of cheap space services to compete with SpaceX. He noted that President Trump is alarmed that China may win the second race to the moon. Trump pressured NASA Administrator Duffy to open the Human Landing System competition to Blue Origin, signaling that politics and winning the race are paramount, regardless of competitor viability. China's first reusable booster test could occur before year-end. SECOND HOUR 10-1015 Colonel Newsham Discusses Promising US-Australia Rare Earth Deal and Canberra's Dual Strategy Toward China Grant Newsham with John Batchelor Colonel Grant Newsham discussed the promising US-Australia rare earth deal, noting Australia has vast mining capabilities to provide an alternative to China's dominance. China's threat to use export controls might spur free nations to develop alternative supply chains. Newsham noted Canberra is playing a "neat trick," maintaining a firm defense alliance with the US (AUKUS) while maintaining profitable economic ties with Beijing, reflecting an underlying "softness" toward China. 1015-1030 Colonel Newsham Discusses Promising US-Australia Rare Earth Deal and Canberra's Dual Strategy Toward China Grant Newsham with John Batchelor Colonel Grant Newsham discussed the promising US-Australia rare earth deal, noting Australia has vast mining capabilities to provide an alternative to China's dominance. China's threat to use export controls might spur free nations to develop alternative supply chains. Newsham noted Canberra is playing a "neat trick," maintaining a firm defense alliance with the US (AUKUS) while maintaining profitable economic ties with Beijing, reflecting an underlying "softness" toward China. 1030-1045 China's Property Crisis, Deflation, and Structural Obstacles to Consumption Anne Stevenson-Yang with John Batchelor Anne Stevenson-Yang discussed how the persistent property crater has severely dragged down fixed asset investment. Beijing aims to boost the economy via consumption, but the Chinese system is structurally built to communicate only with producers, not average consumers. Furthermore, the deflationary environment encourages people to delay purchases, waiting for lower prices. She views the Five-Year Plans mainly as an "amazing relic" used internally to motivate the sprawling government bureaucracies. 1045-1100 General Zhang Youxia Allegedly Leads PLA Purges Amid Internal CCP Power Struggle General Blaine Holt with John Batchelor General Blaine Holt reported that the purge of nine flag officers was allegedly executed by General Zhang Youxia, not Xi Jinping. Zhang, a top general, began the purges out of fear of becoming a target himself, indicating an internal "civil war" within the CCP factions opposing Xi. Zhang has secured elite military units loyal to him and the People's Liberation Army (PLA), rather than solely the Party, stabilizing the military amidst the turmoil. Zhang's life is at risk if Xi prevails.THIRD HOUR 1100-1115 Peter Berkowitz Analyzes Precarious Gaza Ceasefire and Deep Internal Political Tensions in Israel Peter Berkowitz with John Batchelor Peter Berkowitz stated the Gaza ceasefire is precarious and phase one is incomplete until all deceased hostages' remains are returned, aligning with Israeli public and governmental sentiment. Hamas may be stalling negotiations to rearm. Berkowitz noted sharp internal tensions in Israel, driven by opposition to Netanyahu, resentment over judicial reform, and economic exhaustion from military service. He finds it unlikely that the peace plan, which requires Hamas disarmament, will be fully realized. 1115-1130 Peter Berkowitz Analyzes Precarious Gaza Ceasefire and Deep Internal Political Tensions in Israel Peter Berkowitz with John Batchelor Peter Berkowitz stated the Gaza ceasefire is precarious and phase one is incomplete until all deceased hostages' remains are returned, aligning with Israeli public and governmental sentiment. Hamas may be stalling negotiations to rearm. Berkowitz noted sharp internal tensions in Israel, driven by opposition to Netanyahu, resentment over judicial reform, and economic exhaustion from military service. He finds it unlikely that the peace plan, which requires Hamas disarmament, will be fully realized. 1130-1145 GOP Voters Found More Moderate on Fiscal Issues and Driven by Cultural Anti-Progressivism, According to New Analysis Ryan Streeter with John Batchelor Ryan Streeter discussed findings showing Republican voters are more moderate than portrayed, especially on entitlement cuts. They prioritize a healthy economy and law and order. Isolationism is not prominent, though they oppose excessive foreign spending. MAGA Republicanism is defined primarily by cultural issues, like anti-progressivism and concern over immigration, often outweighing economic policies like tariffs. Streeter concludes that rank and file voters are not as radical as national politics suggest. 1145-1200 GOP Voters Found More Moderate on Fiscal Issues and Driven by Cultural Anti-Progressivism, According to New Analysis Ryan Streeter with John Batchelor Ryan Streeter discussed findings showing Republican voters are more moderate than portrayed, especially on entitlement cuts. They prioritize a healthy economy and law and order. Isolationism is not prominent, though they oppose excessive foreign spending. MAGA Republicanism is defined primarily by cultural issues, like anti-progressivism and concern over immigration, often outweighing economic policies like tariffs. Streeter concludes that rank and file voters are not as radical as national politics suggest. FOURTH HOUR 12-1215 Simon Constable Reports on Rising Commodity Prices Driven by Data Center Demand and European Political Turmoil Simon Constable with John Batchelor Simon Constable reported significant commodity price increases (copper up 14%, gold up 48%), driven by demand for data centers and AI. He criticized European reluctance to build needed data centers, stressing their necessity for the digital future. Constable noted President Macron fears Marine Le Pen's National Rally due to growing support stemming from concerns over unfettered immigration. He also criticized the UK Labour party's plan to tax professionals like dentists and doctors, predicting they will leave the country. 1215-1230 Simon Constable Reports on Rising Commodity Prices Driven by Data Center Demand and European Political Turmoil Simon Constable with John Batchelor Simon Constable reported significant commodity price increases (copper up 14%, gold up 48%), driven by demand for data centers and AI. He criticized European reluctance to build needed data centers, stressing their necessity for the digital future. Constable noted President Macron fears Marine Le Pen's National Rally due to growing support stemming from concerns over unfettered immigration. He also criticized the UK Labour party's plan to tax professionals like dentists and doctors, predicting they will leave the country. 1230-1245 Bob Zimmerman Criticizes NASA's Artemis Lunar Program as a "Management Disaster" Focused on Beating China Bob Zimmerman with John Batchelor Bob Zimmerman criticized NASA interim administrator Sean Duffy for focusing on SpaceX being "behind schedule," distracting from NASA's own delay of the Artemis mission to 2028 at the earliest. He called the Artemis plan an "unwieldy management disaster" designed haphazardly to give the SLS rocket a mission. The political push to beat China by 2028 creates a dangerous "one-time stunt." Zimmerman argues the private sector (SpaceX) is the real future of US space endeavors. 1245-100 AM Bob Zimmerman Criticizes NASA's Artemis Lunar Program as a "Management Disaster" Focused on Beating China Bob Zimmerman with John Batchelor Bob Zimmerman criticized NASA interim administrator Sean Duffy for focusing on SpaceX being "behind schedule," distracting from NASA's own delay of the Artemis mission to 2028 at the earliest. He called the Artemis plan an "unwieldy management disaster" designed haphazardly to give the SLS rocket a mission. The political push to beat China by 2028 creates a dangerous "one-time stunt." Zimmerman argues the private sector (SpaceX) is the real future of US space endeavors.

AI Competition: US Leads China in Data Center Race; Europe Is a 'Non-Factor' Chris Riegel, Stratacache, with John Batchelor Riegel discussed the global race involving data center building and the growth of large language models for AI. Riegel asserts that the competition is a "two-horse race" between the U.S. and China. The U.S. currently leads by maybe one to two years due to its focus on development, capital, and infrastructure. The European Union, conversely, is described as a "non-factor" and "nowhere" in this technological competition. Most top engineering talent in this space comes specifically to the United States for opportunity. Riegel noted that the capital developed by an individual like Elon Musk easily out-competes all of Europe's governmental funding toward advanced AI and data centers.

Brazilian Justice Scandal: US Border Documents Altered to Persecute Bolsonaro Allies Mary Anastasia O'Grady, Wall Street Journal, with John Batchelor O'Grady discussed a complicated case involving Brazilian Justice Alexandre de Moraes, who was sanctioned by the Trump administration. The discussion focused on the alleged misuse and alteration of U.S. Customs and Border Protection (CBP) documents by Moraes/Brazil to jail a member of former President Bolsonaro's cabinet. The goal was to pressure testimony useful for prosecuting Bolsonaro for a fabricated coup plot. The altered document contained bad information, including a misspelled name (Filipe vs. Felipe) and a canceled passport number. The CBP has since acknowledged that the document was erroneous and is investigating the reason, source, and timing of the alteration.

Ukraine Peace Talks: Territory is the Holdup, NATO and EU Issues Solvable Anatol Lieven, Quincy Institute, with John Batchelor Lieven discussed potential negotiations between Presidents Trump and Putin to end the Ukraine conflict. The core obstacle is territory, while other major issues are generally manageable. Russia acknowledges Ukraine's right to join the European Union, removing that as a peace process hurdle, though EU internal challenges remain. NATO membership is unlikely, according to Trump, and incorporating that certainty into an actual agreement or treaty is key. Force protection and limitations could likely be resolved, especially if the negotiations remain bilateral between the U.S. and Russia, circumventing potentially difficult European involvement.

Europe's Energy Liberation: US Shale Ending Russian Gas Leverage Michael Bernstam with John BatchelorBatchelor highlights the irony that Russia's perceived energy leverage over Europe is dissolving, a dependence once so great that Europeans were said not to be able to turn the lights on without Russian energy. Bernstam declares that natural gas will now be in abundance, ensuring that Russia "never again will there be leverage over Europe." This shift signifies "Liberation Day for natural gas in Europe." The European Union's 19th package of sanctions is scheduled to phase out Russian pipeline gas and Russian liquefied natural gas (LNG) completely by the end of 2027, with the majority phased out by the middle of 2026. The United States shale revolution is crucial, producing approximately 270 billion cubic meters of natural gas for export to Europe via established terminals, freeing Europe from Russian energy dependence.

McNamara's Path to Power: Statistical Control at Harvard Following Pearl Harbor William Taubman, Amherst College, with John Batchelor The discussion with Professor William Taubman focuses on Robert McNamara, a brilliant student his whole life who was famously known for his roles as Defense Secretary and World Bank leader, and later for apologizing for Vietnam War mistakes. The conversation traces the moment McNamara moved from being a young professor at Harvard Business School to making decisions for the U.S. Air Force. Following the attack on Pearl Harbor, McNamara, wanting very much to participate in the war, rushed to discuss the conflict with his neighbors. The war came to him when Tex Thornton, who was at the Pentagon, arrived from Washington to establish a school at Harvard where officers would learn statistical control. McNamara was one of the first Harvard instructors to agree to teach the new curriculum. Thornton quickly realized that McNamara was the "pick of the litter at Harvard" and the ideal person to fit his mission of attracting brilliant Harvard professors to teach statistical control to American officers, thus beginning McNamara's influential career.

Status of Phase One Gaza Prisoner Exchange and Ceasefire. John Batchelor and Peter Berkowitz discuss the status of phase one of the Gaza prisoner exchange and ceasefire. Phase one remains incomplete because 13 bodies of deceased hostages have not been returned. The return of these remains is considered a sacred duty by Israelis. This issue is viewed as critical for the Israeli public and the conduct of the IDF. The Israeli public and government support Prime Minister Netanyahu's stance that phase one is only complete once all bodies are recovered. Although all living hostages were returned—a great achievement—the remains of fallen soldiers and outrageously kidnapped civilians must also be retrieved. Developments surrounding the situation should not surprise reasonable people. This is partly due to recognizing how deeply inscribed the clan social structure is in Gaza. 1698 JERUSALEM

Macron's Political Crisis and the Rise of the National Rally Joseph Sternberg, Wall Street Journal, with John Batchelor Sternberg explains that President Macron's political turmoil stems from his determination to avoid new elections, fearing defeat by Marine Le Pen's National Rally. Macron's reform agenda failed because he was perceived as an urban elite disconnected from voters and lacked a cohesive free-market vision. Sternberg also addresses Prince Andrew, noting his lack of accountability regarding his friendship with Jeffrey Epstein makes him a permanent liability for the monarchy.

Macron's Political Crisis and the Rise of the National Rally Joseph Sternberg, Wall Street Journal, with John Batchelor Sternberg explains that President Macron's political turmoil stems from his determination to avoid new elections, fearing defeat by Marine Le Pen's National Rally. Macron's reform agenda failed because he was perceived as an urban elite disconnected from voters and lacked a cohesive free-market vision. Sternberg also addresses Prince Andrew, noting his lack of accountability regarding his friendship with Jeffrey Epstein makes him a permanent liability for the monarchy. 1871 PARIS SIEGE

Gaza Ceasefire and Regional Instability in the Middle East Jonathan Schanzer, Foundation for Defense of Democracies, with John Batchelor Schanzer analyzes the Gaza ceasefire, noting Hamas is deliberately slow-rolling the return of bodies to maintain leverage. New regional tensions are rising, including reports of Egypt moving aggressive offensive weapons into the Sinai and Turkey calling for a pan-Islamic offensive against Israel. Schanzer notes that internal power struggles between tribes and a weakening Hamas could lead to political fragmentation in Gaza. 1915

Gaza Ceasefire and Regional Instability in the Middle East Jonathan Schanzer, Foundation for Defense of Democracies, with John Batchelor Schanzer analyzes the Gaza ceasefire, noting Hamas is deliberately slow-rolling the return of bodies to maintain leverage. New regional tensions are rising, including reports of Egypt moving aggressive offensive weapons into the Sinai and Turkey calling for a pan-Islamic offensive against Israel. Schanzer notes that internal power struggles between tribes and a weakening Hamas could lead to political fragmentation in Gaza. 1922

Private Equity Tapped to Fund US Military Infrastructure Revamp Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the US Army's initiative to attract $150 billion from private equity giants for infrastructure upgrades, including data centers, leveraging private capital for necessary long-term investments. She notes the US economy shows accelerating growth, defying recession predictions, fueled by strategic investments in technology and domestic manufacturing. Peek also critiques the "No Kings" protest as a politically weak movement lacking a concrete agenda beyond expressing frustration with Trump. 1860 OYSTER STANDS NYC

NASA Research Suggests Mars Ice Contains Best Chance for Finding Ancient Life. John Batchelor and Bob Zimmerman discuss NASA's search for signs of past organic life on Mars. A research team at NASA's Goddard Space Flight Center conducted a simulated test to see how long microbiological remnants could survive Martian radiation conditions. The test exposed E. coli samples in simulated Martian sediment and pure water ice to radiation equivalent to a 50-million-year span. Results showed the samples rapidly decayed in the sediment. However, the E. coli samples survived the entire time span when encased in the ice. This research strongly suggests that searching for ancient microbiology should not occur in the dry tropics where current rovers operate. Instead, NASA must search above 30 degrees latitude where substantial near-surface ice exists. Finding living life is highly unlikely, but discovering fossilized corpses of past life in the ice is the most probable outcome.

Cultural Issues Define MAGA Voter Motivations Over Economic Concerns. John Batchelor speaks with Ryan Streeter about his work examining the motivations of the MAGA voter. Survey analysis conducted through the 2020 election revealed specific motivational patterns among Donald Trump's supporters. Streeter found that higher-income and higher-educated supporters were more motivated by Trump's core issues. Working-class supporters were primarily concerned with "bread-and-butter issues." However, the core activists (those who wrote checks and organized votes) were mainly driven by cultural issues. Survey data indicated minimal support for economic policies associated with Trumpism, like protectionism or tariffs. Instead, supporters valued Trump saying things about the left that other conservative leaders avoided. Motivations also included concerns about border issues and urban chaos, which were prominent during the 2020 era. Overall, cultural issues are considered much more defining of the MAGA voter than economic ones. 1900 VALDEZ ALASKA

PLA Dissent Rumors and General Zhang Youxia's Loyalty Strategy. John Batchelor and General Blaine Holt discuss the rumor mill regarding the People's Liberation Army (PLA) and potential dissent against Xi Jinping. Specifically, rumors suggest General Zhang Youxia, a top uniformed PLA leader, is unhappy with changes in the country's direction. Holt notes that this information is currently under the "fog of diplomacy, fog of war." However, based on his research, Zhang Youxia has successfully ensured commanders of elite units, including the 82nd around Beijing, are loyal to the PLA itself, rather than solely the Chinese Communist Party. This strategy has helped stabilize the military situation. Holt suggests that average Chinese soldiers facing economic issues might see a morale boost if they believe their top general could lead efforts to "right the ship." 1906 PEKING

Germany's Merz Under Pressure Amid Economic and Political Crises Judy Dempsey, Carnegie Endowment for International Peace, with John Batchelor Dempsey reports German Chancellor candidate Merz is under severe pressure due to a stagnant economy heavily reliant on China and the rise of the far-right AfD. Merz is challenged by internal coalition disagreements, particularly with the SPD over welfare reform. Europe's overall support for Ukraine remains largely rhetorical; arguments over sanctions and frozen Russian assets delay crucial material support needed by Zelensky. 1945 BERLIN

Private Equity Tapped to Fund US Military Infrastructure Revamp Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the US Army's initiative to attract $150 billion from private equity giants for infrastructure upgrades, including data centers, leveraging private capital for necessary long-term investments. She notes the US economy shows accelerating growth, defying recession predictions, fueled by strategic investments in technology and domestic manufacturing. Peek also critiques the "No Kings" protest as a politically weak movement lacking a concrete agenda beyond expressing frustration with Trump. 1868 PUBLISHER ROW

SHOW 10-21-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1885 NYSE THE SHOW BEGINS IN THE DOUBTS ABOUT THE MARKET ON A BULL RUN... FIRST HOUR 9-915 Private Equity Tapped to Fund US Military Infrastructure Revamp Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the US Army's initiative to attract $150 billion from private equity giants for infrastructure upgrades, including data centers, leveraging private capital for necessary long-term investments. She notes the US economy shows accelerating growth, defying recession predictions, fueled by strategic investments in technology and domestic manufacturing. Peek also critiques the "No Kings" protest as a politically weak movement lacking a concrete agenda beyond expressing frustration with Trump. 915-930 Private Equity Tapped to Fund US Military Infrastructure Revamp Elizabeth Peek, Fox News and The Hill, with John Batchelor Peek discusses the US Army's initiative to attract $150 billion from private equity giants for infrastructure upgrades, including data centers, leveraging private capital for necessary long-term investments. She notes the US economy shows accelerating growth, defying recession predictions, fueled by strategic investments in technology and domestic manufacturing. Peek also critiques the "No Kings" protest as a politically weak movement lacking a concrete agenda beyond expressing frustration with Trump. 930-945 Gaza Ceasefire and Regional Instability in the Middle East Jonathan Schanzer, Foundation for Defense of Democracies, with John Batchelor Schanzer analyzes the Gaza ceasefire, noting Hamas is deliberately slow-rolling the return of bodies to maintain leverage. New regional tensions are rising, including reports of Egypt moving aggressive offensive weapons into the Sinai and Turkey calling for a pan-Islamic offensive against Israel. Schanzer notes that internal power struggles between tribes and a weakening Hamas could lead to political fragmentation in Gaza. 945-1000 Gaza Ceasefire and Regional Instability in the Middle East Jonathan Schanzer, Foundation for Defense of Democracies, with John Batchelor Schanzer analyzes the Gaza ceasefire, noting Hamas is deliberately slow-rolling the return of bodies to maintain leverage. New regional tensions are rising, including reports of Egypt moving aggressive offensive weapons into the Sinai and Turkey calling for a pan-Islamic offensive against Israel. Schanzer notes that internal power struggles between tribes and a weakening Hamas could lead to political fragmentation in Gaza. SECOND HOUR 10-1015 Macron's Political Crisis and the Rise of the National Rally Joseph Sternberg, Wall Street Journal, with John Batchelor Sternberg explains that President Macron's political turmoil stems from his determination to avoid new elections, fearing defeat by Marine Le Pen's National Rally. Macron's reform agenda failed because he was perceived as an urban elite disconnected from voters and lacked a cohesive free-market vision. Sternberg also addresses Prince Andrew, noting his lack of accountability regarding his friendship with Jeffrey Epstein makes him a permanent liability for the monarchy. 1015-1030 Macron's Political Crisis and the Rise of the National Rally Joseph Sternberg, Wall Street Journal, with John Batchelor Sternberg explains that President Macron's political turmoil stems from his determination to avoid new elections, fearing defeat by Marine Le Pen's National Rally. Macron's reform agenda failed because he was perceived as an urban elite disconnected from voters and lacked a cohesive free-market vision. Sternberg also addresses Prince Andrew, noting his lack of accountability regarding his friendship with Jeffrey Epstein makes him a permanent liability for the monarchy. 1030-1045 The Financial Flow: China's Role in Fentanyl Money Laundering Josh Birenbaum, Foundation for Defense of Democracies, with John Batchelor Birenbaum discusses China's deep involvement in the fentanyl crisis, supplying precursor chemicals and dominating money laundering for Mexican cartels. Chinese money laundering gangs convert cartel dollars into RMB via a triangle system, catering to Chinese nationals who need US dollars outside of China's capital controls. Birenbaum suggests tracking dollars moving within the US and requiring proof of source of wealth for large purchases to disrupt this finance loop. 1045-1100 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. THIRD HOUR 1100-1115 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. 1115-1130 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. 1130-1145 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. 1145-1200 Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. FOURTH HOUR 12-1215 1215-1230 1230-1245 Germany's Merz Under Pressure Amid Economic and Political Crises Judy Dempsey, Carnegie Endowment for International Peace, with John Batchelor Dempsey reports German Chancellor candidate Merz is under severe pressure due to a stagnant economy heavily reliant on China and the rise of the far-right AfD. Merz is challenged by internal coalition disagreements, particularly with the SPD over welfare reform. Europe's overall support for Ukraine remains largely rhetorical; arguments over sanctions and frozen Russian assets delay crucial material support needed by Zelensky. 1245-100 AM Germany's Merz Under Pressure Amid Economic and Political Crises Judy Dempsey, Carnegie Endowment for International Peace, with John Batchelor Dempsey reports German Chancellor candidate Merz is under severe pressure due to a stagnant economy heavily reliant on China and the rise of the far-right AfD. Merz is challenged by internal coalition disagreements, particularly with the SPD over welfare reform. Europe's overall support for Ukraine remains largely rhetorical; arguments over sanctions and frozen Russian assets delay crucial material support needed by Zelensky.

The Financial Flow: China's Role in Fentanyl Money Laundering Josh Birenbaum, Foundation for Defense of Democracies, with John Batchelor Birenbaum discusses China's deep involvement in the fentanyl crisis, supplying precursor chemicals and dominating money laundering for Mexican cartels. Chinese money laundering gangs convert cartel dollars into RMB via a triangle system, catering to Chinese nationals who need US dollars outside of China's capital controls. Birenbaum suggests tracking dollars moving within the US and requiring proof of source of wealth for large purchases to disrupt this finance loop.

Germany's Merz Under Pressure Amid Economic and Political Crises Judy Dempsey, Carnegie Endowment for International Peace, with John Batchelor Dempsey reports German Chancellor candidate Merz is under severe pressure due to a stagnant economy heavily reliant on China and the rise of the far-right AfD. Merz is challenged by internal coalition disagreements, particularly with the SPD over welfare reform. Europe's overall support for Ukraine remains largely rhetorical; arguments over sanctions and frozen Russian assets delay crucial material support needed by Zelensky. 1870 SCHWEINFURT

High-Stakes Diplomacy: US-Russia Peace Talks and CCP Uncertainty Mary Kissel, Stephens Inc., with John Batchelor Kissel analyzes the proposed Trump-Putin meeting in Budapest, suggesting the postponement indicates the US hasn't gained enough leverage to truly incentivize Russia. She labels Russian diplomatic language as manipulation and "verbal mush." Kissel also addresses the rolling purges of generals in the CCP during the Fourth Plenum. She cautions that without transparency, it remains unclear whether these actions consolidate or weaken Xi Jinping's grip on power. 1896 WESTERN SIBERIA

High-Stakes Diplomacy: US-Russia Peace Talks and CCP Uncertainty Mary Kissel, Stephens Inc., with John Batchelor Kissel analyzes the proposed Trump-Putin meeting in Budapest, suggesting the postponement indicates the US hasn't gained enough leverage to truly incentivize Russia. She labels Russian diplomatic language as manipulation and "verbal mush." Kissel also addresses the rolling purges of generals in the CCP during the Fourth Plenum. She cautions that without transparency, it remains unclear whether these actions consolidate or weaken Xi Jinping's grip on power. 1892 CENTRAL ASIA

Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. 1930 AUSTRALIA

EGeopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party. QUEENSLAND

Geopolitics and Power Shifts: Rare Earths, AUKUS, and CCP Purges Gregory Copley with John Batchelor Copley discusses Australian PM Albanese's US visit, which secured a rare earths agreement leveraging Australia's vast reserves and advanced mining technology. This deal disrupts China's historic control over critical minerals leverage. Copley also analyzes the political purging of general officers during the CCP's Fourth Plenum. This suggests a major power shift, potentially leading to the removal of Xi Jinping, as the military appears to be controlling the party.

Tribute to Daniel Suidani: Solomon Islands Hero Against CCP Aggression Cleo Paskal, Foundation for Defense of Democracies, with John Batchelor Paskal honors Daniel Suidani of the Solomon Islands, a hero who resisted CCP aggression and sought democracy and accountability. Suidani, a school teacher and premier of Malaita, issued a moratorium on CCP-linked businesses due to concerns over environmental, social, and political consequences. His principled stand, backed by traditional chiefs, held off actions like the installation of Huawei towers. His loss is a severe setback in the ongoing geopolitical contest as China seeks to dominate Indo-Pacific sovereign powers. 1944 SOLOMONS