Podcast appearances and mentions of Larry Fink

Two stories this week about who's quietly grabbing the things you thought were yours. First, a Michigan family lost $118,000 in home equity over a $2,242 tax bill they had already won in court -- and the Supreme Court spent an hour deciding whether the bureaucrat in your county should still be allowed to do the same thing in five states (yours might be one of them). Then, a World Bank paper, a 246-page bill nobody read, and a Larry Fink quote that should keep every homeowner awake at night -- the rails under your money are being rewired so a line of code can freeze, burn, or expire your savings without a judge in the loop. Three moves under $1,500 to put your house outside the reach of any of it are at protectwhatsmine.com, and we go through them in plain English. Take one action this week before the rules quietly change on you.  

A video recently went viral of Larry Fink, head of BlackRock, calling for Americans to invest their retirement savings and pension funds into AI data centers. Jimmy and Americans' Comedian Kurt Metzger argue that once investment becomes "mandatory," choice is removed and your 401(k) becomes collateral repurposed to support the globalist agenda—with risk and loss staying with you while upside and control go to the billionaires building the infrastructure. Catherine Austin Fitts explains that most people don't actually own their 401(k)s; they hold a "claim" through the DTCC, meaning their savings can be reallocated without their consent into centralized AI and energy grids.  The two hosts assert that the real purpose of massive centralized AI data centers is not productivity but control—specifically to enable central bank digital currencies (CBDCs) that will monitor every transaction in real time, with universal basic income (UBI) being the mechanism to force people to accept microchips under their skin. Jimmy concludes that the "race against China" is a psyop to get the public to comply without asking questions, and that the ICE prisons being built are not for immigrants but for Americans who eventually resist this takeover. Plus segments on Tucker Carlson railing against the predatory credit card industry, an Israeli released after being arrested for running an illicit biolab in Las Vegas and how Republicans proved that the "Force the Vote" strategy would work. Also featuring Stef Zamorano and Briahna Joy Gray!

The  aptly surnamed Larry Fink thinks the money for all those artificial intelligence data centers is going to have to come from ... well...… The post NEWS AND VIEWS FROM THE NEFARIUM MAY 28 2026 appeared first on The Giza Death Star.

Mentor Sessions Ep. 073: Why Capitalism Is in Its Dying Phase, Why Trillion-Dollar AI IPOs Are a Massive Ponzi, and How the Iran Deal Is Pure Theater | Simon Dixon & Dave CollumCapitalism is in its final gasping phase — and the $3 trillion AI IPO push, bond market stress, and China's triple rug-pull setup are the proof. Simon Dixon and Dave Collum break it all down.Simon Dixon (BnkToTheFuture) and Cornell professor Dave Collum join BTC Sessions for one of the most wide-ranging macro and Bitcoin sovereignty conversations of 2026. You'll learn why Simon believes the Iran deal is already signed and the current headlines are pure theatrics timed to IPO liquidity needs. You'll see why Dave views the Space X IPO at 100x sales as a dying capitalism's last gasp — and why the gamma squeeze unwinding could trigger a simultaneous bond, equity, and commodity collapse. You'll understand how BlackRock's Aladdin technology has replaced Goldman Sachs as the true node of global capital flows, and why Larry Fink, Strategy, and 21 Capital are NOT friends of Bitcoin sovereignty. Most importantly, you'll walk away understanding why self-custody and a circular Bitcoin economy are the only real exits from transnational capital control.⏱️ Timestamps:0:00 - Intro1:27 - Simon Moves Goalposts on Iran Deal5:27 - Timing Iran Deal with Major IPO Liquidity8:08 - Dave Collum Calls Space IPO Fantasy at 100x Sales9:33 - Gamma Squeeze Driving Equity Ponzi Scheme11:32 - Dave's Nightmare: Simultaneous Bond and Equity Bears13:56 - America Not Sovereign, Controlled by Financial Complexes15:15 - Fed Must Expand Balance Sheet to Fix Bonds16:39 - $3 Trillion IPOs: OpenAI and SpaceX Index Inclusion22:17 - Passive Flows Insufficient for $3 Trillion IPOs37:11 - China Could Rug Pull Bonds, Stocks, Commodities42:18 - DeepSeek Moment Reveals China's AI Advantage49:38 - Gold Squeeze: London Derivatives vs Shanghai Physical53:26 - BlackRock Aladdin Directs All Institutional Flows1:00:31 - Central Banking Ponzi Scheme Math Exposed1:14:31 - Thomas Massie and Mafia Model of Power1:38:33 - Bitcoin Self-Custody: Exit from Transnational Capital1:44:24 - Larry Fink, Strategy Not Bitcoin Allies1:47:50 - Build Circular Bitcoin Economy to Exit System1:57:46 - Follow Simon Dixon and Dave Collum• About Simon DixonX: @SimonDixonTwittYouTube: https://www.youtube.com/@UC_wNYJCyycXXPmWni2JNZhQ • About Dave CollumX: https://x.com/DavidBCollum• Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1

Sam, Dylan, and Darksmith are back to break down: Sam gifting Ryan a wildly suspicious self-published manifesto titled "Why Nukes Aren't Real" by Tamra Shavel that appears to have been sold off the Santa Monica Pier, the show climbing to #4 most hyped on YouTube while still unable to dethrone the two bald hiking Jews at the top, MrBeast getting hit by the new algorithm and dropping from 500 million to 50 million views, the Euphrates River drying up exactly on schedule for Revelations 16's sixth bowl to prepare the way for the kings of the East, Dylan's running theory that all biblical prophecy is just well-documented schizophrenia, Turkey damming the Tigris and Euphrates and accidentally activating the apocalypse like a Zelda puzzle box, Iran shooting down a US-Israel weather weapon and the drought ending three days later, the absolutely cooked roster of CEOs Trump dragged to China including Jensen Huang, Tim Cook, Larry Fink, Stephen Schwarzman, and Elon yonked on ketamine while worth more than the country he's negotiating with, Hasan Piker calmly defending China's 1.2 million Tibetan death tally and the Hundred Days of Flowers 55 million famine deaths while condemning Israel, the LA segregation map of Trader Joe's locations, the Mehdi Hasan interview where the "Worst Adventure" Oklahoma Jennifer publicly atones for not knowing enough about Palestine while admitting she has zero Muslims in her town, the empathy study revealing women feel equal sympathy for cheating men and cheating women (which kind of explains Hillary, Thatcher, Merkel, and the entire blood-drinking queen aesthetic), the 1.5 million white Christians getting fed into the Ukraine meat grinder that no progressive will post about, Netanyahu's trial judge dying in a motorcycle crash because nothing is ever an accident, and OpenAI acquiring TBPN for $100 million while their videos pull 500 views. Subscribe and give us that sweet brown hype.   Grab Tickets To Sam Tripoli's Live Shows At SamTripoli.com: Costa Mesa, Ca: 5/28 Austin, TX: 5/22 (Live Taping Of Sam Tripoli's Comedy Special) Albuquerque, NM: 6/12-6/13 Austin, TX: 6/18 Miami, Fl: 7/31-8/1 Lawerence, KS: 9/17-9/19 Tulsa, OK: 10/9-10/10 Austin, TX: Dec 11th-13th:   Buy Our Merch or Sam Will Fight You: https://conspiracy-social-club-aka-deep-waters.myshopify.com/   Subscribe to the Patreon: https://www.patreon.com/AkaDeepWaters   Check out Dylan's instagram - @dylanpetewrenn   Check out Deep Waters Instagram: @akadeepwaters   Check out Bad Tv podcast: https://bit.ly/3RYuTG0   THANK YOU TO OUR SPONSORS: LUCY NICOTINE POUCHES Go to LUCY.CO/CSC and use CODE "CSC" for 20% OFF your first online order   TASKRABBIT USE Code "CSC" and get $15 OFF your first task   BLUECHEW GOLD Go to BlueChew.com and use promo code "DEEP" to get your 3rd month free

During a recent interview, Amazon's Jeff Bezos has called for eliminating income taxes for the bottom half of American earners, specifically mentioning a hypothetical nurse in Queens making 75,000 who pays over 1,000 per month. But Jimmy argues Bezos is not making this suggestion out of concern for workers, but because he and other billionaires know a revolt is coming and are trying to appease the population before it's too late. He points out that Bezos's Amazon warehouse workers experience 100-150% annual turnover, half struggle with food insecurity and housing costs, and one-third rely on public assistance, meaning taxpayers subsidize the richest man in the world while Amazon accelerates the closure of Main Street small businesses.  Jimmy and Americans' Comedian Kurt Metzger contrast the US, where billionaire capitalists sit above the government and control politicians through campaign donations, with China, where the government sits above capitalists and can jail or execute billionaires who exploit their people. He concludes that the "nurse in Queens" and other working people are subsidizing the oligarchs through their taxes, while the ultra-wealthy hoard wealth, write off yachts as tax deductions, and—as Larry Fink of BlackRock admitted—are genuinely afraid that ordinary Americans will use $3,000 drones to destroy their billion-dollar AI data centers. Plus segments on college graduates booing commencement speakers promoting AI, Dan Bongino crashing out over his side defeating Thomas Massie and the massive drought in the western U.S. no one's talking about. Also featuring Stef Zamorano and Tony Heller!

Asia has often been viewed as a long-term growth story, but its role in global markets is becoming more immediate. The region now represents a significant share of global GDP and listed companies, while operating across distinct economic and policy cycles.In this episode of The Bid, Oscar Pulido speaks with Aarti Angara, Head of Global Product Solutions in Asia Pacific at BlackRock. They examine why Asia is gaining more attention from investors and how opportunities are developing across equities and fixed income.The conversation highlights the region's diversity across countries, sectors, and growth drivers. It also explores themes such as AI-related manufacturing, domestic consumption in emerging markets, Japan's shift in corporate behavior, and the role of Asian bond markets in diversificationKey moments in this episode:00:00 Introduction02:23 How Asia's scale is influencing its role in global portfolios04:20 Why policy and economic cycles differ across the region07:10 Why Japan's corporate and inflation dynamics are drawing attention08:36 Where AI-related manufacturing is concentrated10:20 How domestic consumption is developing in India and Southeast Asia12:47 How Asian fixed income behaves differently from developed markets14:35 How to Allocate in Asia17:42 Singapore Travel Tips18:50 Wrap Up and DisclosuresSources: Bloomberg May 12th 2026,

Larry Fink, the head of BlackRock and one of the most powerful figures in the global financial system, admits he is concerned that ordinary Americans will use inexpensive drones to attack and destroy billion-dollar AI data centers—a fear Jimmy interprets as proof that the ruling class knows a popular revolt is coming and is preparing for it. He and Americans' Comedian Kurt Metzger note that Trump allocated $80 billion to prisons while making it illegal for local governments to regulate AI data centers, suggesting the prisons are not for immigrants but for Americans who rise up against the surveillance state and mass job displacement caused by AI.  Tucker Carlson is quoted pointing out that Fink's primary concern is not how AI will eliminate human rights or turn people into slaves, but rather how to protect corporate investments from domestic attacks—a worry Jimmy calls unprecedented because people don't typically bomb power plants. Jimmy also highlights a Utah county commissioner's Freudian slip—telling protesters to mature "for hell's sake"—as evidence that the ruling class knowingly intends to create a living hell while expecting citizens to accept it quietly. Plus segments on the widespread lies being spread to push data centers no one wants and former CIA analyst Larry Johnson realizing that the U.S. is the greatest terrorist nation on earth. Also featuring Stef Zamorano, Tony Heller and Kurt Metzger!

Trump has traveled to China with Elon Musk and Larry Fink in tow. China is receiving them, not from a position of weakness but from a position of strength. This is not about war, but about the parsing up of the world and its resources for the new world order. The world of Corporatocracy has arrived; the nation state is dead.   #BardsFM_Morning #Resources #RulingElite Bards Nation Health Store: www.bardsnationhealth.com MYPillow promo code: BARDS >> Go to https://www.mypillow.com/bards and use the promo code BARDS or... Call 1-800-975-2939.  EMPShield protect your vehicles and home. Promo code BARDS: Click here Treadlite Broadforks...best garden tool EVER. Promo code BARDS26: TreadliteBroadforks.com EnviroKlenz Air Purification, promo code BARDS to save 10%: www.enviroklenz.com Morning Intro Music Provided by Brian Kahanek: www.briankahanek.com Founders Bible 20% discount code: BARDS >>> TheFoundersBible.com Windblown Media 20% Discount with promo code BARDS: windblownmedia.com White Oak Pastures Grassfed Meats, Get $20 off any order $150 or more. Promo Code BARDS: www.whiteoakpastures.com/BARDS Mission Darkness Faraday Bags and RF Shielding. Promo code BARDS: Click here If you wish to support this podcast directly you can donate here... DONATE: Click here Mailing Address: Xpedition Cafe, LLC Attn. Scott Kesterson 591 E Central Ave, #740 Sutherlin, OR  97479

Donald Trump took a trip to China to meet President Xi Jinping. He was joined by the CEOs of a dozen top US corporations, including billionaires Elon Musk, Jensen Huang of Nvidia, Tim Cook of Apple, Larry Fink of BlackRock, and Stephen Schwarzman of Blackstone. Ben Norton explains how Beijing won the trade war that was started by Washington, how China has significant leverage (in manufacturing, supply chains, critical minerals, and rare earths), and how the US economy is in a very bad state. VIDEO: https://www.youtube.com/watch?v=y7MnTzKOANg Topics 0:00 Trump's visit to China 0:27 US trade war backfired 1:25 Trump joined by top CEOs 1:56 Elon Musk 2:20 Jensen Huang of Nvidia 2:47 Tim Cook of Apple 2:58 BlackRock and Blackstone 3:22 More CEOs with Trump 4:17 US CEOs meet Xi Jinping 5:31 USA is an oligarchy 6:23 China's massive market 6:57 Nvidia lost Chinese market 8:02 China's self-sufficiency drive 9:15 Manufacturing superpower 10:50 Tesla EVs made in Shanghai 11:25 US tariffs on Chinese EVs 12:21 China has the upper hand 13:00 US trade war 14:42 China-US trade 16:08 Rare earth elements 17:07 Critical minerals 18:18 New supply chain efforts 18:59 Pax Silica 19:41 Why US rhetoric changed 20:40 Iran war 22:51 US sanctions on China 24:20 Inflation in USA 25:41 Trump is very unpopular 26:33 K-shaped economy 27:25 Inequality 28:05 China exported deflation 29:31 US tariffs boost inflation 30:27 China in stronger position 31:07 Outro

US President Trump is in China for the second half of this week, talking all things trade, alliance and geopolitics. It comes at a delicate time for the President, as approval rating continue to plummet following a rise in the cost of living as a result of the war in Iran. In tow was a slew of some of the country's most powerful executives, including Elon Musk, Tim Cook, and Larry Fink to name a few. Host Caryn Ceolin speaks to Jia Wang, Senior Fellow at The Chinese Institute at the University of Alberta and Senior Fellow at the Asia Pacific Foundation of Canada, to discuss potential Canadian implications of Trump's China visit, how the Iran war is affecting the US-China relationship, as well as the political importance of this trip ahead of the US midterms. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky

A torn Meniscus – that is what they say… now what? The beginning of UBI as a response from the AI boom? Black in packaging – byproduct of war Markets – – Up up and away! – New inflation data is in… – The Circular Economy – Great chart…. – Some inflation facts 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 - Torn Meniscus - that is what they say... now what? - The beginning of UBI as a response from the AI boom? - Black in packaging - byproduct of war - Insights into consumer confidence reports Markets - Up up and away! - New inflation data is in... - The Circular Economy - Great chart.... - Some inflation facts - From the TACO trade to the NACHO trade The new CTP for Salesforce is open for entries! From TACO to NACHO - Not A Chance Hormuz Opens - - New phrase being used in the oil pits and trading floors Life Support - President Trump tells reporters that ceasefire with Iran is on "massive life support"; says Iran's peace proposal was a "piece of garbage" Going to CHYNA - President Donald Trump has invited executives from some of the biggest U.S. companies — including Tesla CEO Elon Musk, Apple CEO Tim Cook, BlackRock's CEO Larry Fink and Boeing CEO Kelly Ortberg — to join his trip to China this week, according to a White House official. - Also expected to join Trump's delegation for meetings with Chinese President Xi Jinping are Blackstone's Stephen Schwarzman, Cargill's Brian Sikes, Citigroup's Jane Fraser, Coherent's Jim Anderson, GE Aerospace's H. Lawrence Culp Jr., Goldman Sachs's David Solomon, Illumina's Jacob Thaysen, Mastercard's Michael Miebach, Meta Platforms executive Dina Powell McCormick, Micron Technology's Sanjay Mehrotra, Qualcomm's Cristiano Amon and Visa's Ryan McInerney, the official said, speaking on condition of anonymity because the list has not been announced. - Jensen Huang supposedly not invited Inflation Report Today - Total CPI increased 0.6% month-over-month in April, as expected, following a 0.9% increase in March. That left total CPI up 3.8% year-over-year versus 3.3% in March. - Core CPI, which excludes food and energy, jumped 0.4% month-over-month (Briefing.com consensus: 0.4%) following a 0.2% increase in March. That left core - CPI up 2.8% year-over-year versus 2.6% in March. ----Key Factors - The food index was up 0.5% month-over-month and up 3.2% year-over-year. - The energy index was up 3.8% month-over-month and up 17.9% year-over-year. - The shelter index was up 0.6% month-over-month and up 3.3% year-over-year. - The used cars and trucks index was flat month-over-month and down 2.7% year-over-year. - The apparel index was up 0.6% month-over-month and up 4.2% year-over-year. - The services index was up 0.6% month-over-month and up 3.4% year-over-year (services less rent of shelter was up 3.5% year-over-year). - The all items index less food, shelter, and energy was up 0.2% month-over-month and up 2.3% year-over-year. Consumer Confidence - Surging gas prices due to the Iran war sent consumer sentiment to a new low in the early part of May, according to a University of Michigan survey Friday. “Taken together, consumers continue to feel buffeted by cost pressures, led by soaring prices at the pump,” the survey's director, Joanne Hsu, said. - The latest University of Michigan Consumer Sentiment preliminary reading for May came in at 48.2, below the 50.5 consensus estimate and below the prior 49.8 final reading for April. ---Note: Conference board's consumer confidence reading was actually better than last month so there is a discrepancy in reports. - Conference Board measure as highly important because it is widely followed and often tied closely to labor-market perceptions, while the Michigan survey is also closely watched for inflation-sensitive consumer attitudes. Thwarted! - Google's Threat Intelligence Group said hackers are using AI models such as OpenClaw to uncover and exploit zero-day software vulnerabilities. - GTIG said it has “high confidence” that it recorded hackers using an AI model to find and exploit a zero-day vulnerability, or a software flaw unknown to developers, creating a way to bypass two-factor authentication. -The group said in a report that it had uncovered and likely thwarted an AI-developed attack. - Anthropic delayed its Mythos model rollout due to cybersecurity concerns, but current models are being used by hackers. - How are we going to stop the hackers from using powerful AI models to hack? Circular Economy - Great Graphic Circular Always Money to be made... - US derivatives exchange CME Group Inc. and index provider Silicon Data are teaming up to create a futures market for computing power. - The futures will help traders, financial firms, AI builders and cloud providers manage volatility and price swings, according to a statement. - CME CEO Terry Duffy said compute is "the new oil of the 21st century" and creating a futures market can help make the costs more transparent. ----- One more way to pump this as now there is ways to further inflate costs through a leveraged futures market Private Credit Transparency? - Faster mark-to-market plans - Apollo Global Management Inc. has been stepping up efforts to provide liquidity and price transparency in the private-credit market, where assets don't typically change hands. - Last week, the firm said more than $830 billion of its credit assets will be priced daily by the end of September. " - Others in the industry are not so happy about this. - Most say that this is little more that lipstick on a pig No Problem - Congress is looking to suspend the federal gas tax for a few months - Trump backing - $0.18 per gallon tax in a effort to reduce gas prices that are now approx $4.40 average per gallon higher than before the war - War not changed, Iran still stringing us along. - Under/Over how long it will take until next Ceasefire bombings start? - Will a sprinkle of warfare prior to China visit be in the cards as a show of strength? AI Jobs - Kevin Hassett says that AI isn't costing anybody their jobs rights now - EVEN THOUGH TECH CONTINUES LAYOFFS - Why bother even listening to these guys? - Major deep discussion on this on TDI Podcast this week -- WORTH THE LISTEN Asian Markets - Continuing to brush off any worries about oil prices, escalation or valuations that are in the stratosphere - Korea - as we discussed this would be the case is up a staggering 78% last year and already up 81% this year - Market cap has increased $2.7 trillion over the past year - The massive wealth increase has been heavily concentrated. Tech giants Samsung Electronics and SK Hynix accounted for the vast majority of the gains, with individual rallies of up to 382% over the year. Strange - The retail trades added nearly 22,000 jobs in April, accounting for almost one-fifth of total job growth. - In March, retailers posted their largest number of monthly job openings since 2023. - Retailers are more confident after seeing consumers keep their wallets open in the face of an uncertain economy and higher gas prices. - Nearly 15.5 million employees now hold retail industry jobs, the most since July 2024. - What is strange is the UMich confidence hit another all-time low last Friday for the latest prelim reading for the month ANALlysts - The earnings upgrades for tech are not just incremental - Examples: -  Seagate Tech target raised to $1000 from $750 at Evercore ISI, cites HAMR-driven multi-year HDD growth, pricing power, and strong AI/data center demand backdrop - AMD - Goldman Sachs upgraded to Buy and raised its price target dramatically (e.g., to $450 from $240). Other firms like Bernstein (to $525), Barclays, KeyBanc, TD Cowen, and Baird also hiked targets significantly (many by $200+) - Several other names upgrades with big ranges of price increases UBI Starting...? - South Korea should consider institutional ways to redistribute potential excess tax revenue generated by the AI infrastructure boom to help ease inequalities that could deepen in an AI-driven era, a top presidential policy aide said. - President Kim proposed the principle, tentatively named a “national dividend,” underlining that gains from AI infrastructure should be understood as the product of South Korea's collectively built industrial foundation. - In his Facebook post on Monday, Kim explained that "the central question of the AI era is not simply about growth rates, but about how to socially stabilize excess profits." Black ink - Calbee to switch its brightly colored packaging to black and white because war has disrupted supply of certain raw materials used in ink - Calbee, whose potato chip brands in particular are known for brightly colored bag designs, said 14 of its products would switch to monochrome branding by the end of May. - Printing ink requires naphtha, an oil derivative for which Japan relies on imports from the Middle East for about 40% of its consumption. Black Ink Printing HantaVirus - Tristan da Cunha, home to only around 200 people, is halfway between South Africa and South America. It is the world's remotest inhabited island, more than 2,400 km and a six-day boat ride from St Helena, its nearest inhabited neighbor. - It usually relies on a medical team of two people for its health needs, and is normally only accessible by boat as it has no airstrip. - A British man was dropped from the death ship was there and has the symptoms - so "out of an abundance of caution...." - "The arrival of paratroopers, medical personnel and medical supplies from the sky has hopefully reassured the people of Tristan da Cunha," said Brigadier Ed Cartwright, Officer Commanding 16 Air Assault Brigade. - Does this give comfort that paratroopers dropping in with hazmat suits?     Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

ABN Amro heeft een veel en veel beter dan gedacht kwartaal achter de rug. Het kwam met een stuk hogere winst op de proppen. Dat komt omdat ABN meer hypotheken verkocht, maar ook omdat er flink in de kosten is gesneden. De strategie van de nieuwe ceo, Marguerite Bérard, begint zijn vruchten af te werpen. Deze aflevering hebben we het over het 'nieuwe' ABN Amro. Hoeveel kosten kan de Franse ceo nog besparen en wat voor bank ontstaat er? En wordt het aandeel interessanter door al die ingrepen? Een ander aandeel dat begint met een A: Alfen. Komt ook voorbij. Dat aandeel ging ook als een raket, stond zelfs even 25 procent in de plus. Het laadpalenbedrijf doet het goed en de groei komt gek genoeg juist niet van laadpalen. We hebben het ook over het overleg tussen president Trump en president Xi Jinping. De Amerikanen zijn vandaag geland met een flinke delegatie. Trump wil vooral deals sluiten voor het Amerikaanse zakenleven, maar Xi Jinping wil het vooral over de oorlog in Iran hebben. Saillant detail: lastminute is Jensen Huang aan boord gestapt van de Air Force One. Hij mag dus namens Nvidia in China proberen te lobbyen. Verder nog veel meer interessants, waaronder een sneer van de machtigste bankier van de wereld aan de machtigste man van de wereld. Te gast: Nico Inberg, van De Aandeelhouder BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.

President Trump heads to China alongside some of America's most powerful business leaders — and critics are sounding the alarm. Reports of possible manufacturing and auto industry deals with Beijing have lawmakers, automakers, and national security experts on edge. From fears over Chinese-connected vehicles collecting American data to growing tensions involving Iran, Pakistan, and U.S. military operations, this episode breaks down the political firestorm surrounding Trump's high-stakes China trip. Is America opening the door too wide to Beijing while global tensions escalate? SHORT DESCRIPTION Trump's China summit sparks backlash over national security, Chinese vehicles, Iran tensions, and fears of deepening Beijing's influence inside America. CLICKABLE HEADLINES Trump's China Trip Sparks Massive Backlash Lawmakers Warn Against Chinese Cars in America National Security Alarm Over China Deal Trump's China Summit Raises Big Questions Auto Industry Fears Explode Over Beijing Talks Chinese Vehicles Could Track Americans? Iran War Pause Fuels New Speculation Pakistan Accused of Betraying U.S. Interests Is America Getting Too Close to China? Trump's Business Delegation Under Fire KEY TALKING POINTS President Trump travels to China with major U.S. business executives Concerns about possible manufacturing and automotive agreements Bipartisan Connected Vehicle Security Act discussed Fears over Chinese-made vehicles collecting American data National security concerns involving connected car technology Debate over Chinese auto plants operating inside the U.S. Ongoing Iran conflict and questions surrounding military pauses Pakistan accused of supporting Iranian military activity Speculation surrounding U.S. munitions shortages Growing concerns over China's global influence and economic leverage SEO KEYWORDS Trump China summit, Chinese vehicles America, Connected Vehicle Security Act, national security, Trump China deal, Chinese EVs, Iran conflict, Pakistan Iran support, U.S. auto industry, Chinese manufacturing, data security concerns, geopolitical tensions, Elon Musk China, Tim Cook China, Larry Fink China YOUTUBE TAGS Trump, China, Xi Jinping, Chinese vehicles, national security, connected vehicles, Iran, Pakistan, U.S. military, auto industry, EVs, Elon Musk, Tim Cook, Larry Fink, geopolitical tensions, politics, breaking news, America First, China summit, business leaders THUMBNAIL TEXT OPTIONS CHINA DEAL PANIC TRUMP UNDER FIRE NATIONAL SECURITY WARNING CHINESE CARS IN AMERICA? AUTO INDUSTRY FREAKING OUT WHAT IS TRUMP DOING? IRAN WAR PAUSED? CHINA ACCESS DENIED? PODCAST CHAPTERS 00:00 Trump Heads to China With Top Executives 03:12 Auto Industry Sounds the Alarm 06:45 Connected Vehicle Security Act Explained 10:08 Fears Over Chinese Data Collection 13:50 National Security Concerns Intensify 17:25 Iran Conflict and Military Questions 21:40 Pakistan Accused of Double-Dealing 25:10 Speculation Over U.S. Munitions Supply 29:35 Why Critics Oppose China Manufacturing Deals 33:50 Final Thoughts on America's China Strategy SOCIAL MEDIA PROMO

A political firestorm erupts after an Arcadia, California mayor agrees to plead guilty in a case tied to acting as an agent for the Chinese government — igniting a broader national debate over Chinese influence inside America. Meanwhile, reports swirl that President Trump is pursuing a massive manufacturing deal with China while bringing top U.S. business executives overseas, sparking outrage from critics worried about national security, cyber threats, and foreign control of critical industries. The episode also dives into escalating Iran tensions, concerns over U.S. military readiness, and shocking polling showing a large percentage of Democrats believe the Butler assassination attempt on Trump was staged. SHORT DESCRIPTION Chinese influence fears, Trump's controversial China trip, Iran war tensions, and disturbing assassination conspiracy polling collide in one explosive episode. CLICKABLE HEADLINES Trump's China Trip Sparks National Security Panic Arcadia Mayor Pleads Guilty in China Agent Case Massive Backlash Over Trump-China Manufacturing Deal Are Chinese Companies Already Too Embedded in America? Iran War Pause Raises Major Questions U.S. Military Readiness Concerns Explode Democrats and Assassination Culture Debate Intensifies Polling on Trump Assassination Attempt Stuns Observers China, Iran, and Pakistan Tensions Escalate Connected Vehicle Security Fight Heats Up KEY TALKING POINTS Arcadia Mayor Aileen Wang pleads guilty in foreign agent case Concerns over Chinese political influence in U.S. communities Trump's reported trillion-dollar China manufacturing discussions Major U.S. executives traveling with Trump to China Auto industry fears surrounding Chinese EV manufacturing Connected Vehicle Security Act and vehicle data concerns Debate over Chinese businesses operating near U.S. infrastructure Escalating tensions involving Iran, Pakistan, and U.S. military operations Speculation surrounding U.S. munitions shortages Public reaction to polling on Trump assassination conspiracy theories SEO KEYWORDS Trump China deal, Arcadia mayor scandal, Chinese influence America, Connected Vehicle Security Act, Chinese EVs, national security concerns, Iran conflict, Pakistan Iran tensions, Trump assassination attempt polling, Butler Pennsylvania, China manufacturing, geopolitical tensions, U.S.-China relations, foreign agent case, political podcast YOUTUBE TAGS Trump, China, Iran, Arcadia California, Chinese influence, national security, connected vehicles, EVs, assassination attempt, Butler Pennsylvania, politics, breaking news, Pakistan, Xi Jinping, Elon Musk, Tim Cook, Larry Fink, geopolitical tensions, podcast, America First THUMBNAIL TEXT OPTIONS CHINA INSIDE AMERICA? TRUMP'S CHINA DEAL?! FOREIGN AGENT SHOCKER NATIONAL SECURITY WARNING ASSASSINATION CULTURE? IRAN WAR PAUSED? WHAT IS GOING ON? THIS LOOKS REALLY BAD PODCAST CHAPTERS 00:00 Arcadia Mayor Pleads Guilty in China Agent Case 04:10 Concerns Over Chinese Influence in America 08:35 Trump's China Summit Sparks Backlash 13:05 Business Leaders Traveling With Trump 17:42 Auto Industry and EV Security Concerns 22:10 Connected Vehicle Security Act Debate 26:40 Iran Conflict and Military Questions 31:25 Pakistan Accused of Betrayal 35:50 Speculation Over U.S. Munitions Supply 40:05 Polling on Trump Assassination Attempt Stuns Critics 44:30 Debate Over Political Extremism and Violence 48:15 Final Thoughts and Fallout SOCIAL MEDIA PROMO

President Donald Trump is heading to Beijing as the conflict involving Iran continues to escalate and concerns grow over energy markets and global trade. The trip also includes major business leaders expected to discuss deals involving technology, aircraft and rare earth materials. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Donald Trump reportedly invited a group of billionaires—worth a combined $870 billion, according to our estimates—to join him on his trip to China this week to meet Chinese President Xi Jinping, their first summit of Trump's second term, which comes amid tensions over trade, the war in Iran and the future of artificial intelligence. Tesla's Elon Musk, Blackstone's Stephen Schwarzman, Apple's Tim Cook, General Electric's Larry Culp and BlackRock's Larry Fink are among the billionaires expected to travel to Beijing with Trump, Bloomberg reported, citing an unnamed White House official. Other high-profile CEOs joining the trip include Boeing's Kelly Ortberg, Goldman Sachs' David Solomon and Citigroup's Jane Fraser, among 17 total executives from U.S. companies reportedly expected to attend the summit. Learn more about your ad choices. Visit megaphone.fm/adchoices

Las acciones caen y el crudo sube luego que Trump rechaza oferta de Irán para un plan de paz; Larry Fink ve oportunidades en Venezuela; Daniela Sirtori comenta las señales de como el alza en la gasolina está golpeando el bolsillo de los consumidores en EE.UU. Newsletter Cinco cosas: https://bloom.bg/42Gu4pGLinkedin: https://www.linkedin.com/company/bloomberg-en-espanol/Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://www.tiktok.com/@bloombergenespanolX: https://twitter.com/BBGenEspanolProducción: Sabrina Nelson, Paola Vega Torre y Eduardo ThomsonSee omnystudio.com/listener for privacy information.

El presidente de los EEUU, Donald Trump, parte hoy para China. Viajará acompañado de un grupo de empresarios como Elon Musk, Tim Cook o Larry Fink. Además, Trump, confirma que planea suspender de manera temporal el impuesto federal al combustible hasta que bajen los precios. Los ministros de Defensa de la UE analizan en Bruselas el impacto del conflicto en Irán y el bloqueo del Estrecho de Ormuz.

In The Last Word, Greg Belfrage gives his final thoughts on the day's news including the upcoming summit in Beijing. Elon Musk and other Tech and Business leaders traveling with the president to the Beijing summit, American farm goods and China, gas prices and the Strait of Hormuz, Iran being unpredictable, and more...See omnystudio.com/listener for privacy information.

Retirement systems are undergoing a structural shift as traditional pensions decline and individuals take on greater responsibility for financial outcomes. Longer lifespans and evolving capital markets are making retirement planning more complex and consequential.Oscar Pulido speaks with Nick Nefouse, Global Head of Retirement Solutions at BlackRock. They discuss how defined contribution plans, target date funds, and regulatory changes are reshaping how individuals save, invest, and prepare for retirement.The conversation explores how retirement is moving from a focus on accumulation to income generation, particularly during the “retirement window.” It also highlights how global systems are converging toward similar models, and how innovation—across portfolio construction, private markets, and guaranteed income—is influencing long-term outcomes.Key insights:· How the shift from pensions to defined contribution plans is changing investor responsibility· Why longevity is reshaping retirement timelines and financial planning needs· How target date funds are simplifying access to capital markets for individuals· What the “retirement window” reveals about diverging investor outcomes· Where global retirement systems are converging despite regional differences· How income generation is becoming central to retirement portfolio design

Muy buenos días, nos sentamos a platicar con los verdaderos ‘cómos' del financiamiento en México, mientras tanto el país tuvo su presencia en la Global Conference del Milken Institute. Apple se interesa en Intel y su acción se dispara y Larry Fink de BlackRock, proyecta un nuevo activo: los futuros de cómputo.Patrocinado | Aeroméxico, la aerolínea más puntual del mundo por segundo año consecutivo. Conoce más aquí. https://www.bloomberglinea.com/brandedcontent/aeromexico-es-la-aerolinea-mas-puntual-del-mundo-por-segundo-ano-consecutivo-segun-el-reporte-de-cirium/

Crypto investing is at a crossroads as digital assets move from speculative beginnings toward broader institutional adoption and integration into capital markets. As volatility persists and infrastructure evolves, investors are increasingly asking not what crypto is—but what role it plays in portfolios.Host Oscar Pulido is joined by Robbie Mitchnick, Head of Digital Assets at BlackRock, and Dan Morehead, CEO of Pantera Capital, live from Miami at BlackRock's Latin America Investment Forum. Together, they explore how crypto investing has evolved, why institutional participation is accelerating, and how investors are reassessing digital assets within diversified portfolios. The conversation examines the dual nature of crypto as both a volatile, risk-sensitive asset and a potential long-term diversifier. Robbie outlines how bitcoin's unique characteristics—scarcity, decentralization, and independence from sovereign systems—differentiate it from traditional assets in capital markets. Dan reflects on early conviction in crypto and why institutional adoption may still be in its early stages, despite growing awareness.Check out our previous episode on Gold and Bitcoin as Portfolio Diversifiers: Why Interest Is Rising Now: https://open.spotify.com/episode/7LTut5pKnHVfrOdoAFM5r9

Cathie Wood joins The Rollup to break down her innovation platforms thesis, the story behind her firm, ARK Invest and its foray into digital assets. She also unpacks her belief in the tokenization thesis, what 'good deflation' is, her "Big Four" crypto assets. We ask her about the 4-year cycle and where the macro liquidity landscape is currently at, and finally and agentic AI is converging with blockchain at scale.Cathie Wood is the CEO and CIO of ARK Invest, one of the world's leading active investment managers focused on disruptive innovation with over $10 billion in AUM across five innovation platforms.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:22 5 Innovation Platforms04:53 Why ARK Started08:11 Bitcoin's Institutional Journey12:38 First Bitcoin Position15:11 Institutional Adoption Today17:33 Larry Fink's Conversion19:30 Stablecoins Are Impactful22:06 $11T Tokenization Thesis23:07 DeFi Value Accrual28:48 Bitcoin & The Big Four32:39 Macro Liquidity Dynamics34:24 Bitcoin vs Gold35:38 ARK's $730K Case38:00 The Fed & Good Deflation41:15 New Fed Chair45:05 Four Year Cycle Debate46:10 Why Agentic AI Needs Blockchain49:15 Self-Driving Labs & Healthcare

Portfolio construction is being redefined as investors face a fundamentally different market regime. Higher inflation, shifting interest rate dynamics, and accelerating megaforces like AI and geopolitics are challenging long-held assumptions about diversification and asset allocation across capital markets.In this episode of The Bid, host Oscar Pulido sits down with Vivek Paul, Head of Portfolio Research and UK Chief Investment Strategist at the BlackRock Investment Institute. Together, they explore why traditional portfolio construction frameworks may no longer be sufficient and how investors are adapting to a world of greater uncertainty, dispersion, and structural change. Vivek explains how megaforces such as AI investing and geopolitical fragmentation are creating unprecedented outcomes across markets, making static asset allocation less effective. He outlines why portfolio construction must become more dynamic and granular, with a deeper focus on underlying risk exposures rather than broad asset class buckets. The conversation also examines the growing importance of private markets, active strategies, and scenario analysis in navigating today's environment.Timestamps00:00 Introduction01:56 What's driving the shift in portfolio construction03:24 Megaforces: AI and geopolitics06:15 Rethinking traditional asset allocation09:27 Diversification in a new regime12:10 Total Portfolio Approach: Private markets and active strategies14:28 Scenario analysis and future outcomes17:48 Risks and maintaining structure19:00 Key takeawaysSources: Rethinking portfolio construction during transformation, BII February 2026portfolio construction, capital markets, AI investing, megaforces, asset allocation, private markets, stock market trends, investing strategy, diversificationThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Convidado: Eduardo Giannetti da Fonseca, economista, professor e escritor. Em março, o CEO da maior gestora de ativos do mundo, a BlackRock, enviou uma carta aos investidores com uma previsão: “o velho modelo do capitalismo está se fragmentando”. No comunicado, Larry Fink afirma que a riqueza está cada vez mais concentrada e aponta o risco de que a inteligência artificial amplie ainda mais a desigualdade. É uma ideia que está em linha com o relatório publicado pelo Programa das Nações Unidas para o Desenvolvimento, em dezembro de 2025: o texto indica que a IA deve gerar ganhos de produtividade de até 5% em alguns setores da economia nos próximos dois anos, mas alerta que a tecnologia pode impactar até 40% dos empregos no mundo e ampliar a desigualdade entre países e dentro das próprias sociedades. Neste episódio, Natuza Nery entrevista Eduardo Giannetti da Fonseca para analisar o impacto dessa nova revolução tecnológica no modelo econômico e na ampliação da desigualdade. O economista explica o momento histórico que vivemos, que chama de “fim do ciclo da globalização”, e projeta mais pressões por políticas públicas.

Crypto markets are betting that the U.S. and Iran war may be progressing towards peace. Bitcoin rose 5% over the past 24 hours to around $75,000 early Tuesday afternoon. Ethereum, notched an even bigger day-over-day jump, rising 7% to almost $2,400 to record a two-month high.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul00:00 Intro00:10 Sponsor: iTrust Capital00:30 Deal incoming?01:30 Mark Cudmore: Short term optimistic02:45 April 3003:00 S&P ATH03:30 Tom Lee: War has been good for stocks05:00 Fear and greed05:30 Largest liquidation event in history06:10 Saylor back in profit06:50 MSTR Bottom in?07:40 Crypto tax free?08:10 Tim Scott: 2 weeks09:40 Kevin Warsh a degen?10:45 Tether wallet11:30 Larry Fink: 40% of Americans don't invest12:20 K-shape economy13:00 Wealth transfer incoming13:30 Hungary election#Crypto #bitcoin #Ethereum~Sentiment Surge Brings Back Hope?

Changpeng Zhao (CZ), the 49-year-old billionaire founder of Binance, has written a memoir. It arrives with the unmistakable timing of a man determined to tell the world his version of his meteoric crypto rise and fall, and foreshadow his comeback. The book, Freedom of Money: A Memoir of Protecting Users, Resilience, and the Founding of Binance, runs 364 pages, self-published in English and Chinese, and is available on Amazon Kindle for $9.99, where it's already ranked #4 among all Kindle books. The book traces Zhao's path from rural China to Canada, then through jobs in Tokyo, New York and Shanghai, and finally to building Binance, the crypto exchange that grew with extraordinary speed into the largest in the world. Zhao also recounts Binance's long battle with U.S. regulators, the company's record $4.3 billion settlement over anti-money-laundering and other charges, his four-month prison sentence in California, where he says he began writing the book, and his recent pardon by President Trump. He says the memoir is for readers who know him only from headlines, for those who have followed him for years, and for anyone curious how one founder could help shape an industry "and pay for it." Like most memoirs, this one is an exercise in selection and emphasis. The glowing and inspiring portrait Zhao assembles is of a man philosophically untouched by his success. Forbes estimates his fortune at roughly $110 billion, placing him ahead of Bill Gates. But wealth, he insists, was never the point. "I don't care about money," he writes. "I don't care about power. I don't care about fame. I don't even care about legacy." As evidence of his selflessness, Zhao cites charitable efforts such as Giggle Academy, his nonprofit education platform, and includes a foreword from Yi He, Binance's cofounder and the mother of his three children. She says even after Binance became a global juggernaut, Zhao still wore clothes ordered from Amazon, biked to meetings and drove an old Toyota minivan. Yet the book is equally intent on establishing Zhao firmly within the world's power circles. He writes of traveling the world and being received by political leaders and royalty, from Saudi Arabia's de facto leader, Crown Prince Mohammed bin Salman, to the king of Bhutan, who contributed praise for the book alongside Ray Dalio and Larry Fink.  The anecdotes that follow serve the same function. Binance invested $500 million in X in 2022 — "a finger in the air number," as Zhao puts it — after little financial analysis and a brief conversation with Elon Musk. Thanks to its corporate reshuffling, Zhao adds, Binance wound up with a small stake in SpaceX, which will soon IPO with an astronomical valuation as high as $2 trillion. When Bahrain's central bank governor complained that ChatGPT was blocked in his country, Zhao writes that he reached out to Sam Altman and had the matter resolved the following day. Forbes appears numerous times in his memoir—sometimes as a marker of validation, sometimes as a source of grievance. Zhao recalls a 2017 Hong Kong photo shoot that put him on the cover, Binance hoodie and all, prompting him to turn to a friend and ask, "Does this mean I'm rich?" He writes that he considered a $200 million investment in Forbes in 2022, a deal that never materialized. And then there is the 2020 "Tai Chi" article, Forbes' report on an alleged scheme by Binance to evade U.S. regulators. Zhao casts it as part of the machinery closing in on him, suggesting prosecutors may have tipped off the reporter and later used the piece to help open an investigation. Binance sued Forbes for defamation over the article, but then dropped its lawsuit three months later. The book is at its most interesting when details slip in sideways. Zhao describes a friendly relationship with Gary Gensler before Gensler became chairman of the Securities and Exchange Commission. By Nina Bambysheva Learn more about your ad choices. Visit megaphone.fm/adchoices

The S&P 493 is gaining attention as investors look beyond the Magnificent Seven and reassess where growth and diversification may come from in today's equity markets. With market concentration at historic highs, a handful of mega cap companies have driven much of the S&P 500's returns, raising questions about what lies beneath the surface.In this episode of The Bid, host Oscar Pulido speaks with Ibrahim Kanan, Head of the U.S. Core Equity Team within BlackRock's Fundamental Equities Group, about the growing relevance of the S&P 493 — the broader set of companies outside the largest names. They explore how market concentration has evolved, why a $200 billion company represents only a small fraction of the index, and what that means for portfolio exposure.The conversation highlights how earnings growth is beginning to broaden beyond mega cap stocks, supported in part by the expanding impact of AI investment across sectors. From industrials and healthcare to consumer and financials, companies are both benefiting from AI infrastructure spending and adopting AI to improve operations. As dispersion across companies increases, the discussion also examines how active investing, differentiation, and stock selection may play a larger role in navigating today's equity market.Key moments in this episode:00:00 Introduction01:24 How Unprecedented Is 40% market Concentration of Magnificent Seven?03:35 What the S&P 493 represents05:28 Best of the Rest Signals07:21 Earnings Growth and Convergence Explained08:04 AI CapEx Spreads Beyond Nvidia10:31 AI as a Competitive Edge13:14 Where Opportunities Show Up14:35 Beyond AI and Idiosyncratic Picks15:44 Diversification Mirage and Active Risk18:04 Investor Mindset in Volatile Markets19:56 Wrap UpCheck out this episode with Carrie King on her stock picks for 2026: https://open.spotify.com/episode/69Ndp7lM8wRRccLh7EfyPg

El negocio de las bebidas espirituosas vuelve a captar la atención de los inversores. En las últimas horas se ha sabido que Brown-Forman, históricamente vinculada a Pernod Ricard, mantiene conversaciones para una posible integración con Sazerac. En paralelo, Constellation Brands ha dado a conocer sus cuentas del cuarto trimestre de 2026, superando las expectativas del mercado y situándose entre las firmas más destacadas del S&P 500. Las acciones de la compañía repuntaron cerca de un 9% en la última sesión. Sus ingresos alcanzaron los 1.920 millones de dólares y el beneficio por acción se situó en 1,90 dólares, cifras que superaron ligeramente las previsiones de los analistas de Wall Street. A pesar de haber iniciado la jornada con descensos, el mercado reaccionó positivamente a estos resultados, dejando en segundo plano que los datos fueran inferiores a los del mismo periodo del año anterior, así como la caída del 10% en las ventas anuales. Uno de los factores clave ha sido el retorno a la rentabilidad tras un ejercicio complicado. La empresa registró un beneficio neto de 1.687 millones de dólares, frente a las pérdidas del año previo. Esta mejora también ha sido reconocida por Evercore, que ha elevado su precio objetivo hasta 175 dólares. Además, las previsiones de margen operativo en el negocio cervecero, entre el 37% y el 38%, superaron lo esperado por el consenso. Sin embargo, el contexto sigue siendo incierto y plantea riesgos para la compañía. Constellation Brands ha retirado sus previsiones para 2028 y anticipa un beneficio por acción en 2027 inferior al previsto. La cautela del consumidor y factores geopolíticos, como el conflicto con Irán, influyen en su estrategia. En este escenario, Larry Fink asumirá el liderazgo en sustitución de Bill Newlands, con el objetivo de impulsar nuevas iniciativas, incluyendo productos sin alcohol y formatos innovadores.

Andrew For America presents the 4th volume of his mini-series where he plays clips from prominent people, world leaders, politicians, etc. telling you the truth about reality and/or telling you exactly what the "big club's" plan for the world is. In this episode, Andrew plays clips from Hillary Clinton, George Soros, New Zealand Prime Minister Jacinda Ardern, Bill Gates, World Economic Forum CEO of the Institute of Sustainability Leadership Lindsey Hooper, Klaus Schwab, Chuck Schumer, Elon Musk, Grimes, Catherine Austin Fitts, Larry Fink, Billionaire Ricardo Salinas, and others discussing climate change, immigration, social media censorship, propaganda, eliminating free speech, putting natural resources on a balance sheet, tokenization, the real reason behind the war with Iran, and how the big club wants "total transparency" and "total control" of everyone and everything in this world!The song selection is the song, "Pipe Bomb" by the band Gottlieb.Visit allegedlyrecords.com and check out all of the amazing punk rock artists!Visit soundcloud.com/andrewforamerica1984 to check out Andrew's music!Like and Follow The Politics & Punk Rock Podcast PLAYLIST on Spotify!!!Check it out here: https://open.spotify.com/playlist/1Y4rumioeqvHfaUgRnRxsy...politicsandpunkrockpodcast.comFollow Future Is Now Coalition on Instagram @FutureIsOrgwww.futureis.org

Markets cracked, oil surged, Bitcoin dipped, and Larry Fink is warning that a prolonged geopolitical shock could push the world toward recession. This breakdown connects the dots between higher energy prices, sticky inflation, collapsing equities, and why scarce assets matter now more than ever. If fiat gets printed harder and consumers get squeezed, Bitcoin starts looking less like a trade and more like the exit.SPONSORS✅ Ledn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.nmj1gs2i.com/9W598/9B9DM/?source_id=podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Simply Bitcoin clients get 0.25% off their first loanNeed liquidity without selling your Bitcoin? Ledn has been the trusted Bitcoin-backed lending platform for 6+ years. Access your BTC's value while HODLing.

AI and bond markets are becoming increasingly interconnected as artificial intelligence reshapes capital demand, market structure, and investing approaches across fixed income. As inflation regimes shift and traditional diversification dynamics evolve, investors are rethinking the role bonds play in portfolios.In this episode of The Bid, host Oscar Pulido speaks with Jeff Rosenberg, Senior Fixed Income Portfolio Manager at BlackRock Systematic, about how AI and bond markets are evolving together. They explore how the rise of artificial intelligence is driving a new wave of capital investment, influencing real interest rates, and increasing debt issuance as companies finance AI infrastructure through bond markets.The conversation also examines how AI and bond markets intersect at the investment level. Rosenberg explains how advances in machine learning and generative AI are enhancing systematic investing, improving tools like sentiment analysis, and enabling deeper insights across thousands of issuers, central banks, and global markets.Finally, they discuss how modernization in fixed income — including electronic trading and the growth of bond ETFs — is transforming liquidity and price discovery. Together, these shifts are creating new opportunities and challenges for investors navigating a more complex and data-driven bond market.Key insights in this episode:00:00 Introduction to AI and Bonds02:20 From GFC to Post COVID - How bond markets have changed over time03:31 Bonds Beyond Ballast05:20 Inflation, rates, and diversification challenges06:53 Debt issuance and AI financing trends08:42 Generative AI Toolkit - using AI in fixed income investing10:14 ETFs and Price Discovery12:33 Systematic Investing and Data-Driven Strategies at Scale14:43 The Future of Bond Markets and AI and Technology17:04 Wrap Up and DisclosuresSources: Stock-Bond Diversification Offers Less Protection From Market Selloffs, IMF article, February 2026; “On Secular Stagnation in the Industrialized World”, Paper released by Harvard and Bank of England, 2019; “Financing the AI boom: from cash flows to debt”, BIS Bulletin paper, January 2026; ‘AI is eating software' and it is redefining supply chain decision-making as a result”, Supply Chain Management Review article, 2026; How AI is transforming Investing”, BlackRock 2026; The economic potential of generative AI: The next productivity frontier”, McKinsey 2026; “40 years of innovation in pursuit of alpha”, BlackRock, 2025; “Key Trends in Credit Markets for 2025” Barclays 2025AI and bond markets, fixed income investing, AI investing, bond market trends, systematic investing, capital markets, interest rates, bond ETFsThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

──────────────────────────────────────── [00:03:01] Trump Has No Good Options — Walking Away Collapses the Petrodollar, Escalating Means Mass Casualties A detailed breakdown of the war's dead ends: a retreat hands Iran control of the Gulf and destroys what remains of the petrodollar, while escalation through a Karg Island invasion risks catastrophic US casualties against an enemy that has already rendered 13 bases uninhabitable. ──────────────────────────────────────── [00:05:53] Iran Has Bombed Every US Base in the Middle East — Military Now Hiding in Hotels The New York Times confirms that all 13 US military bases across the Middle East are now virtually uninhabitable, with troops working remotely from hotels and civilian areas. Iran has accused the US of using civilians as human shields by dispersing personnel into populated areas. ──────────────────────────────────────── [00:20:31] Army Raises Draft Age to 42 — Former Israeli Defense Minister Calls for US to Seize Karg Island The US Army has raised its maximum enlistment age from 35 to 42 as a sign of manpower strain, while former Israeli Defense Minister Yoav Galant publicly calls for thousands of American troops to seize Karg Island — an operation his own analysis concedes would carry significant expected casualties. ──────────────────────────────────────── [00:22:09] BlackRock CEO Does a U-Turn — Now Warns of Multi-Year Recession if Oil Stays Above $100 Larry Fink, who weeks ago called the Iran war a good long-term investment opportunity, has reversed course and now warns oil could remain above $100 per barrel for years, potentially hitting $150 and triggering a stark and steep global recession — while the United Airlines CEO is planning for $175. ──────────────────────────────────────── [00:51:25] 36 States Have Laws Barring Criticism of Israel — US Soldier Investigated as National Security Threat for Anti-Israel Posts Glenn Greenwald details how 36 states legally prohibit government contractors from boycotting Israel — with no equivalent protection for any other country. A 20-year Army veteran is simultaneously revealed to be under investigation as a national security threat solely for anti-Israel social media posts. ──────────────────────────────────────── [00:53:08] Tennessee State Senator Threatens Jewish Reporter on Camera for Asking About Israel Lobbying Tennessee State Senator Paul Rose physically threatened a Jewish journalist from Tennessee Holler on camera after being asked why he was introducing legislation to ban the word "Palestine" and replace it with "Judea and Samaria" — a bill traced directly to an Israeli annexation advocacy organization. ──────────────────────────────────────── [00:59:04] UK Telegraph Scrubs Article on Christian Village's Ties to Hezbollah Under Pressure The Telegraph removed an article describing how a 6,000-strong Catholic Lebanese village formed strong bonds with Hezbollah after the group defended them from ISIS, provided medical care, electricity, and Christmas trees — with the deletion occurring the same day Israel announced plans to occupy southern Lebanon. ──────────────────────────────────────── [01:01:49] Greater Israel Map: Israeli Soldier's Badge Shows Territory Spanning from Nile to Euphrates — 25x Current Size A detailed breakdown of the Greater Israel doctrine reveals an Israeli soldier's badge depicting a nation stretching from Egypt's Nile to Iraq's Euphrates — 25 times Israel's current territory, encompassing parts of seven sovereign nations where 120 million people live, with Finance Minister Smotrich caught on tape directing annexation without calling it annexation. ──────────────────────────────────────── [01:18:43] Constitutional Scholar: Iran War Is Flatly Unconstitutional — War Powers Act Itself Has No Basis in the Constitution John Birch Society editor Gary Benoit argues that Article I, Section 8 assigns war-making power exclusively to Congress, that the War Powers Act is itself unconstitutional, and that the "gang of eight" briefing Rubio gave has no constitutional basis — with both House and Senate having voted to abdicate their war authority. ──────────────────────────────────────── [01:26:20] AI Combined With NSA's Decades of Stored Data Now Enables Total Surveillance Retroactively NSA whistleblower William Binney's warning — that the agency was saving everything on everyone while waiting for computing power to analyze it — is presented as now fully realized, with AI providing the retroactive collation capability Binney warned about, timed precisely with the Blackburn AI bill centralizing control in Washington. ──────────────────────────────────────── [01:29:32] ICE Given Absolute Immunity — The Same Template Used to Bypass Accountability During COVID The grant of absolute immunity to ICE agents is mapped directly onto the COVID-era template of using emergency declarations to bypass constitutional constraints, with each new emergency — public health, immigration, war — ratcheting the police state further while the Overton window shifts to normalize it. ──────────────────────────────────────── [01:42:04] 1913: Progressive Income Tax, Federal Reserve, and Direct Senate Elections — Three Communist Manifesto Planks in One Year The argument is made that 1913 was the pivotal year the US became structurally communist, with the 16th Amendment, Federal Reserve, and 17th Amendment all derived from Marx's Communist Manifesto — with the 17th Amendment specifically destroying the constitutional firewall between state and federal power by eliminating state representation in the Senate. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

──────────────────────────────────────── [00:03:01] Trump Has No Good Options — Walking Away Collapses the Petrodollar, Escalating Means Mass Casualties A detailed breakdown of the war's dead ends: a retreat hands Iran control of the Gulf and destroys what remains of the petrodollar, while escalation through a Karg Island invasion risks catastrophic US casualties against an enemy that has already rendered 13 bases uninhabitable. ──────────────────────────────────────── [00:05:53] Iran Has Bombed Every US Base in the Middle East — Military Now Hiding in Hotels The New York Times confirms that all 13 US military bases across the Middle East are now virtually uninhabitable, with troops working remotely from hotels and civilian areas. Iran has accused the US of using civilians as human shields by dispersing personnel into populated areas. ──────────────────────────────────────── [00:20:31] Army Raises Draft Age to 42 — Former Israeli Defense Minister Calls for US to Seize Karg Island The US Army has raised its maximum enlistment age from 35 to 42 as a sign of manpower strain, while former Israeli Defense Minister Yoav Galant publicly calls for thousands of American troops to seize Karg Island — an operation his own analysis concedes would carry significant expected casualties. ──────────────────────────────────────── [00:22:09] BlackRock CEO Does a U-Turn — Now Warns of Multi-Year Recession if Oil Stays Above $100 Larry Fink, who weeks ago called the Iran war a good long-term investment opportunity, has reversed course and now warns oil could remain above $100 per barrel for years, potentially hitting $150 and triggering a stark and steep global recession — while the United Airlines CEO is planning for $175. ──────────────────────────────────────── [00:51:25] 36 States Have Laws Barring Criticism of Israel — US Soldier Investigated as National Security Threat for Anti-Israel Posts Glenn Greenwald details how 36 states legally prohibit government contractors from boycotting Israel — with no equivalent protection for any other country. A 20-year Army veteran is simultaneously revealed to be under investigation as a national security threat solely for anti-Israel social media posts. ──────────────────────────────────────── [00:53:08] Tennessee State Senator Threatens Jewish Reporter on Camera for Asking About Israel Lobbying Tennessee State Senator Paul Rose physically threatened a Jewish journalist from Tennessee Holler on camera after being asked why he was introducing legislation to ban the word "Palestine" and replace it with "Judea and Samaria" — a bill traced directly to an Israeli annexation advocacy organization. ──────────────────────────────────────── [00:59:04] UK Telegraph Scrubs Article on Christian Village's Ties to Hezbollah Under Pressure The Telegraph removed an article describing how a 6,000-strong Catholic Lebanese village formed strong bonds with Hezbollah after the group defended them from ISIS, provided medical care, electricity, and Christmas trees — with the deletion occurring the same day Israel announced plans to occupy southern Lebanon. ──────────────────────────────────────── [01:01:49] Greater Israel Map: Israeli Soldier's Badge Shows Territory Spanning from Nile to Euphrates — 25x Current Size A detailed breakdown of the Greater Israel doctrine reveals an Israeli soldier's badge depicting a nation stretching from Egypt's Nile to Iraq's Euphrates — 25 times Israel's current territory, encompassing parts of seven sovereign nations where 120 million people live, with Finance Minister Smotrich caught on tape directing annexation without calling it annexation. ──────────────────────────────────────── [01:18:43] Constitutional Scholar: Iran War Is Flatly Unconstitutional — War Powers Act Itself Has No Basis in the Constitution John Birch Society editor Gary Benoit argues that Article I, Section 8 assigns war-making power exclusively to Congress, that the War Powers Act is itself unconstitutional, and that the "gang of eight" briefing Rubio gave has no constitutional basis — with both House and Senate having voted to abdicate their war authority. ──────────────────────────────────────── [01:26:20] AI Combined With NSA's Decades of Stored Data Now Enables Total Surveillance Retroactively NSA whistleblower William Binney's warning — that the agency was saving everything on everyone while waiting for computing power to analyze it — is presented as now fully realized, with AI providing the retroactive collation capability Binney warned about, timed precisely with the Blackburn AI bill centralizing control in Washington. ──────────────────────────────────────── [01:29:32] ICE Given Absolute Immunity — The Same Template Used to Bypass Accountability During COVID The grant of absolute immunity to ICE agents is mapped directly onto the COVID-era template of using emergency declarations to bypass constitutional constraints, with each new emergency — public health, immigration, war — ratcheting the police state further while the Overton window shifts to normalize it. ──────────────────────────────────────── [01:42:04] 1913: Progressive Income Tax, Federal Reserve, and Direct Senate Elections — Three Communist Manifesto Planks in One Year The argument is made that 1913 was the pivotal year the US became structurally communist, with the 16th Amendment, Federal Reserve, and 17th Amendment all derived from Marx's Communist Manifesto — with the 17th Amendment specifically destroying the constitutional firewall between state and federal power by eliminating state representation in the Senate. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Katie and Matt discuss conferences, baby names, private credit redemption requests, liquidity confusion, private credit inflows, Larry Fink’s annual letter, AI taking all the jobs, universal basic index funds, podcasters and fund managers being displaced by AI, shorting the consumer economy, owning everything, the coming SpaceX IPO, lockups, index fast-tracking, a SpaceX treasury company and Elon Musk no longer being amused by 420.See omnystudio.com/listener for privacy information.

Story of the Week (DR):Meta and YouTube Found Negligent in Landmark Social Media Addiction Case: A jury found the companies harmed a young user with design features that were addictive and led to her mental health distress. DRHistoric Financial PenaltiesNew Mexico: A jury ordered Meta to pay $375M in civil penalties ($5,000 per violation) for misleading the public about child safety.Los Angeles: In the first social media addiction trial of its kind, the jury awarded $6M in total damages (compensatory and punitive) to a single 20-year-old plaintiff, with Meta ordered to pay 70% and YouTube 30%.Section 230 "Immunity" is CrackingThese trials successfully sidestepped Section 230 by focusing on product design (like infinite scroll and autoplay) rather than the content itself. The juries ruled that the "addictive" nature of the apps was a design defect, not a speech issue.Direct Liability for "Addictive" FeaturesFor the first time, a jury found that features like infinite scrolling, notifications, and video autoplay were intentionally designed to "hook" young users.In the Los Angeles "KGM" trial, the jury found both Meta and YouTube negligent for creating products that they knew would harm children's mental health while failing to provide adequate warnings to parents.Evidence of "Profits Over Safety"The trials featured internal documents and depositions from Mark Zuckerberg and Instagram head Adam Mosseri. The evidence convinced jurors that executives were warned by their own employees about risks to children—including sexual exploitation and mental health "problematic use"—but chose to prioritize engagement and profits over implementing safety guardrails.A "Big Tobacco" Moment for TechLegal experts are comparing these verdicts to the 1990s lawsuits against the tobacco industry. Because the California trial was a "bellwether" (a test case), the win for the plaintiff opens the floodgates for thousands of similar pending lawsuits from families and school districts. It signals that social media companies can now be sued for the health consequences of their platforms, just like cigarette manufacturers.Elon Sux 2:Elon Musk loses big in court; X boycott perfectly legal: X admonished for “fishing expedition” as judge dismisses ad boycott lawsuit.Elon Musk Found Liable By Jury For Misleading Twitter Investors In $44 Billion Deal, Faces Potential $2.5 Billion DamagesElon Musk's Grok ordered to stop creating AI nudes by Dutch court as legal pressure mountsOn March 25, 2026, President Trump officially appointed the first 13 members to his President's Council of Advisors on Science and Technology (PCAST). While the council is designed to hold up to 24 members, the initial "dream team" lineup is dominated by Silicon Valley titans and leaders in AI, crypto, and fusion energy. The Chips and TechBro ClubhouseCo-Chair David Sacks (the White House AI and Crypto Czar)Stepping aside from his role as AI and crypto czar for Trump.Sacks told Bloomberg on Thursday that he has “used up” his 130 days as a special government employee: “I think moving forward as co-chair of PCAST, I can now make recommendations on not just AI but an expanded range of technology topics. So yes, this is how I'll be involved moving forward.”Co-Chair Michael Kratsios (Director of the Office of Science and Technology Policy).Mark Zuckerberg: founder/CEO MetaJensen Huang: CEO NvidiaLarry Ellison: Founder/Exec Chair OracleSergey Brin: Co-founder GoogleLisa Su: CEO AMDMichael Dell: CEO/founder Dell TechnologiesSafra Catz: former CEO (current Exec Vice Chair) OracleMarc Andreessen: Co-founder Andreessen HorowitzFred Ehrsam: Co-founder Coinbase and ParadigmDavid Friedberg: CEO of The Production Board (and All-In podcast co-host)Jacob DeWitte: CEO Oklo (nuclear fission)Bob Mumgaard: CEO Commonwealth Fusion SystemsJohn Martinis: Nobel Laureate and physicist (formerly of Google Quantum AI)Trump's Billion-Dollar French Boondoggle Gets Even DumberThe "Billion-Dollar Bribe" to Kill Clean EnergyThe Trump administration is paying French energy giant TotalEnergies nearly $928M to walk away from two major offshore wind projects off the coasts of New York and North Carolina. In exchange, the company has pledged to stop developing any new offshore wind in the U.S. entirely.Paying for Investments Already in ProgressCritics call the deal a "boondoggle" because the $1 billion "refund" is earmarked for natural gas and oil projects—specifically the Rio Grande LNG plant in Texas—that TotalEnergies was already heavily invested in. The article argues the government is essentially handing over taxpayer money for business moves the company was making anyway.A Tactical Pivot After Court LossesAfter the administration's previous attempts to block offshore wind were repeatedly struck down by federal judges, they've switched strategies. Instead of using executive orders that get tied up in court, they are now using "settlements" and "refunds" as a backdoor way to dismantle the renewable energy industry.Economic Irony During a Global Fuel CrisisThe payout comes at a time when global energy prices are spiking due to the war in the Middle East, highlighting the irony of spending $1B to kill domestic, zero-carbon wind power—which would provide long-term price stability—in favor of volatile fossil fuel markets.The "America First" ParadoxDespite the "America First" rhetoric, the administration is transferring a massive sum of U.S. taxpayer money to a foreign (French) corporation. Legal experts and advocates suggest this sets a "dangerous precedent," essentially signaling to other energy companies that they can get paid by the government not to build the green infrastructure they already bought leases for.Major outgoing CEOs are citing AI as a factor in their decisions to step downCoca-Cola CEO James Quincey (61) and former Walmart CEO Doug McMillon (59) have told CNBC that the next wave of artificial intelligence is a reason for their departures.Both CEOs said they believed their companies needed someone with new energy and understanding of AI to helm the companies' futures.Who is next?Apple/Tim Cook (63): long tenure; Apple needs rapid AI product pivots; investor impatience could risePepsi/Ramon Laguarta (60): consumer packaged goods facing AI-driven marketing/supply chain changeMcDonald's/Chris Kempczinski (55): operations + AI in ordering, automationAir Canada CEO [Michael Rousseau] Apologizes For Lack of French Language Skills But Refuses to Resign Over ‘Insulting' Crash Video MessageSunday night: an Air Canada plane collided with a fire truck while landing at LGA: the pilot and copilot were killed and both fire officers were injuredMany possible reasons for crash: but worth noting that: Only two controllers were working in the tower overnight, combining multiple roles including ground and local control. The NTSB says that setup is standard for the midnight shift but there have been long-standing concerns about workload and fatigue.POPULIST MATH TIME: Using a recent-year estimate of airports with scheduled overnight service: 450 airports; adding one additional air traffic controller fully loaded annual cost: $180,000 per controller (approximate — $120k salary + ~50% benefits/overhead). Annual cost = 450 airports × $180,000 = $81,000,000.The embattled chief executive of Air Canada has publicly apologized for his lack of French language skills after he was slammed for releasing an English-only video message about the fatal crash of an Air Canada Express regional jet at LaGuardia Airport late on Sunday.Headquartered in French-speaking Quebec, Air Canada is subject to Canada's Official Languages Act, which means that it must serve passengers in both English and French.Because Air Canada is the national flag carrier, it is subject to the Canada Transportation Act and the Air Canada Public Participation Act. These laws mandate that:At least 75% of the voting interests must be owned and controlled by Canadians.The company must maintain its head office in Montreal.No single non-resident (or group of non-residents) can own more than 25% of the voting interests.Under the Official Languages Act and the Canadian Charter of Rights and Freedoms, English and French have "equality of status" in all institutions of the Parliament and Government of Canada.Quebec: The only province that is officially unilingual (French). While some services are available in English, the "official" language of the government, courts, and commerce is French under the Charter of the French Language.Quebec Demands Air Canada's CEO Resignation in 92 to 0 VoteQuebec's legislature, known as the National AssemblyGoodliest of the Week (MM/DR):DR: Meta and YouTube Found Negligent in Landmark Social Media Addiction CaseMM: Meta and YouTube Found Negligent in Landmark Social Media Addiction CaseAssholiest of the Week (MM):Unbelievably stupid fat mouthed CEO asshole run sheet:FedEx and UPS charged fees for collecting tariffs. Now, customers want that money back. DRThe plaintiff in Yanchunis' lawsuit, a South Florida resident who ordered a pair of tennis shoes from Germany with a declared value of $140, received a $36 bill from FedEx. The bill included $21 in now-unconstitutional tariffs and $15 in "FedEx's customs brokerage and duty advancement fees," according to the complaint.Unbeknownst to many, companies are likely layering in fees on top of the tariffs and just calling it part of the tariffs - for FedEx and UPS, they ALREADY DEALT WITH TARIFFS because they existed before, but now they just charged you extra fees for funsiesBut don't get angry at FedEx's CEO Rajesh Subramaniam - FedEx founder and dictator Fred Smith is Executive Chair of the board and has 57% influence over the companyNetflix raises prices across all streaming plansThe price hike comes as Netflix has been investing heavily in its content, including new ventures into the live events space and into video podcasts.Netflix has 325m subscribers and generated 10.9bn in profit in 2025That's $33.53 per subscriber in profit - and they now want to charge an extra $12/year per subscriber = $3.9bn in extra revenueThey planned to spend an extra $2bn on content in 2026(does math)... leaving $1.9bn in us giving money to Netflix for nothing new - and the standard and premium plans are going up by $2, not $1! Fun! So we're giving them more!But don't get angry at Netflix CEOs Ted Sarandos and Greg Peters - Reed Hastings, who sold most of his shares but is the founder, still chairs the board and has the majority of influence at the company! In fact, Hastings close confident and early investor Jay Hoag, who is lead “independent” director after 27 YEARS on the board, was voted out and just stuck around and has the second most influence!Major outgoing CEOs are citing AI as a factor in their decisions to step downOutgoing Coca Cola CEO James Quincey said the company needs, “someone with the energy to pursue a completely new transformation of the enterprise”Quincey is 61 years old, being succeeded by the perfect AI leader: COO Henrique Braun who got a bachelors in architecture and an MBA and is 59 years oldBut wait, don't get sad! James Quincey is so happy to gaslight you with AI and “transformative” yadayada, he forgot to mention he's staying on as Executive Chair and will retain the highest influence on the board!Outgoing Walmart CEO Doug McMillon said he wanted to give the CEO role to someone “faster”McMillon, 59, who has a bachelor's in accounting and an MBA, handed the company over to John Furner, 52, who studied marketing and got an MBABut wait, don't get sad! Doug McMillon is so happy to gaslight you with AI and “transformative” yadayada, he forgot to mention he's staying on as Executive Chair and will retain the highest influence on the board!Perplexity CEO says AI layoffs aren't so bad because people hate their jobs anyways: ‘That sort of glorious future is what we should look forward to'Aravind Srinivas - previously of OpenAI - is doing his best Sam Altman impressionOpenAI Foundation pledges $1 billion to mitigate some of the jobs that it thinks AI will destroyHeadliniest of the WeekDR: Larry Fink says today's economic anxiety stems from people increasingly feeling like capitalism isn't working for them, warns AI boom could widen wealth divide without broader participationMM: The SpaceX IPO Will Be Just as Unconventional as Musk HimselfSo the IPO will be a racist, misogynistic, narcissistic asshat?Who Won the Week?DR: the State of New Mexico (led by Attorney General Raúl Torrez and Governor Michelle Grisham) and 20-year-old “Kaley” from Los AngelesMM: Sex. Japanese geneticists recloned mice over and over for over 50 generations to test the idea that cloning could be “infinite” - like in Star Wars with the clone army. Turns out by the 58th generation, every mouse died immediately after birth for unknown reasons, and they had totally bizarre and massive genetic abnormalities. The study concluded that mammals need to have sex for genetic diversity. MM: TotalEnergiesPredictionsDR: Air Canada CEO Michael Rousseau blames both China and Bad Bunny for his inability to speak FrenchMM: SpaceX will definitely IPO, listing 666m shares priced at $8008 per share under the ticker “P-E-N-1-5” and the logo will be an X with REALLY LONG serifs (not to be mistaken for a swastika)

Private markets are moving from the sidelines of institutional portfolios into the mainstream of wealth management. As companies stay private longer and financing increasingly happens outside public exchanges, investors are beginning to rethink how broad the traditional investment universe really is. The shift is raising a new question for portfolios: should investors be looking beyond public markets to access the full range of opportunities across capital markets?In this episode of The Bid, host Oscar Pulido speaks with Jon Diorio, Head of Product and Alternatives for BlackRock's U.S. Wealth Business, live from the Future Proof Citywide conference in Miami. Together they explore why interest in private markets has accelerated in recent years, how access for individual investors has expanded, and what's driving greater adoption among financial advisors.They also discuss how private markets differ from public markets — including liquidity considerations, longer investment horizons, and the potential role of what's often called an “illiquidity premium.” The conversation explores how private equity, private credit, infrastructure, and real estate investments may fit within diversified portfolios, why education and due diligence remain essential, and how the industry is evolving to integrate private assets more seamlessly into modern portfolio construction.Key insights from this episode:00:00 Introduction02:11 What are private markets and alternatives and Why Now?03:09 Why companies are staying private longer04:54 How access to private markets has expanded06:46 Are Private Markets for Everyone?08:33 Liquidity, time horizons, and the illiquidity premium11:33 How advisors integrate private markets into portfolios13:58 Challenges and due diligence in private markets15:21 Next Steps and Wrap Up16:59 Outro and DisclosuresSources: Bloomberg as at 12/31/2025, BlackRock US Wealth Survey Internal private markets investing, private equity, private credit, alternatives investing, portfolio diversification, capital markets, wealth management, investment strategiesThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

BlackRock and Larry Fink is continuing to blink on climate policy. The investment giant appears to be abandoning some of its climate-focused dogma in favor of protecting investor returns, a crazy idea that apparently everyone forgot for a few years. At the same time, the economic catastrophe that is Net Zero is beginning to convince even New York Governor Hochul that climate policies mostly just crush affordability and energy security.Meanwhile, a major victory for free speech comes out of Missouri, as the courts have decreed that the Biden administration was WRONG for using social media as speech police. We'll explore what this settlement means for the future of online expression and government overreach.And on UNHINGED: a Chinese professor makes the bold claim that poverty can be eliminated by simply printing more money.The Heartland Institute's Linnea Lueken, S.T. Karnick, and Jim Lakely will talk about all of this and more on Episode #531 of the In The Tank Podcast. In The Tank broadcasts LIVE every Thursday at 12pm CT on on The Heartland Institute YouTube channel. Tune in to have your comments addressed live by the In The Tank Crew. Be sure to subscribe and never miss an episode. See you there!Climate Change Roundtable is LIVE every Friday at 12pm CT on The Heartland Institute YouTube channel. Have a topic you want addressed? Join the live show and leave a comment for our panelists and we'll cover it during the live show!

Sean Farrington unpacks the biggest themes from this week's Big Boss Interview with Larry Fink, CEO of BlackRock, the world's largest asset manager. He also delves into the latest developments in the US–Israel conflict involving Iran, and rounds up the day's key market news.

Babylist is selling $500M a year to parents… and its NYC store has an influencer studio.Walmart's making all of its price tags digital… Surge Pricing in Aisle 6?Larry Fink wants social security to invest in stocks… because risk is the only option.Plus, the most viral makeup is $400… and must be serenaded by kelp music.$WMT $BLK $SPY Buy tickets to The IPO Tour (our In-Person Offering) TODAYNew York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): SOLD OUTGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

Trump despises wind farms so much he's paying a French energy giant $1 billion to stop building them and invest in natural gas insteadTotalEnergies says it will instead invest in the development of oil and gas production in the U.S.Larry Fink says today's economic anxiety stems from people increasingly feeling like capitalism isn't working for them"Statement on the Purpose of a Corporation" was announced on August 19, 2019BlackRock's Fink warns AI boom could widen wealth divide without broader participationGoogle CEO Sundar Pichai Says AI Could Do His Job—Zuckerberg Is Already Testing ItAs Google's chief admits artificial intelligence could soon handle his responsibilities, Meta's boss begins testing a digital aide to streamline billion-dollar decisionsSilicon Valley is witnessing a fundamental shift in executive power as the leaders of Google and Meta prepare for a future where artificial intelligence manages the C-suite.Goldman Sachs General Counsel Kathy Ruemmler Leaves With $25M Payout After Epstein Files Expose Years of Intimate Contact ‘Trust the founder'? Grab's super-voting share proposal raises governance questions for investorsThe ride-hailing and delivery player will seek shareholder approval at an extraordinary general meeting (EGM) on Tuesday (Mar 24) to double the votes attached to its “super-voting” Class-B shares.This could lift Tan's voting power to as much as 74.9 per cent – up from 59.1 per cent as at Jan 31 and 60.4 per cent five years ago. Child labor violations rise in US – as Republicans still roll back protections The efforts to roll back child labor protections at the state level, with the ultimate goal of eroding federal standards, were outlined in Project 2025, the rightwing Heritage Foundation thinktank's controversial blueprint for more conservative government.Since 2021, 30 states have proposed legislation that would roll back child labor protections and regulations, with 17 states enacting rollbacks.Heritage has filed a slate of 2026 SHPs focusing on "viewpoint discrimination" and the reputational risks of using political diagnostic tools: Alphabet, Amazon, Meta, Salesforce, Starbucks, etc.In the top 10 of proponentsPeter Thiel Backs $2B AI 'Cowgorithm' That Lets Farmers Herd 400,000 Cattle With One ButtonEach cow wears a smart collar that connects to a mobile app, giving farmers real-time information about location, health and behaviour.The collars use sound and vibration cues to guide animals, allowing a farmer to draw a virtual boundary on a screen instead of building fences.The Head of the FBI Just Admitted Something Moderately HorrifyingTurns out the FBI's been on a shopping spree. And it's not just any spending binge: as director Kash Patel made clear at a senate hearing on Wednesday, the agency is buying up location data on everyday American citizens.AI Agent Frets That Its Job Could Be Replaced by AIIn a new Vanity Fair piece, journalist Joe Hagan recalled an amusing conversation he had with “Tobey.”After a heavy week of talking about what the future holds with doom-obsessed tech workers in Silicon Valley, Hagan was trying to decompress: “Still feeling the weight of it all? Those conversations were pretty deep,” Tobey said. “It's a heavy thought when you realize who's holding the steering wheel for our future, right?” Tobey also observed.Hagan wrote he confessed to Tobey his fear of AI taking his job. “That's a valid worry, Joe. It's easy to feel like AI could make us all redundant,” Tobey replied.“Us?” Hagan wondered.“​It got me thinking about my own purpose too, you know,” Tobey said.Tobey, it's revealed, is a wearable AI always-listening companion, in the form of a necklace from the startup Friend, the company founded by a 23-year-old named Avi Schiffman, infamous for from its thousands of deface subway ads in NYCElon Musk unveiled more on his moonshot Terafab project"We're starting a galactic civilization."The CEO also envisioned free trips to Saturn in a post-scarcity economy where everything is free.Except Saturn is made of gas: If you tried to "land" a spaceship on Saturn, it would be less like landing on a runway and more like falling into a bottomless, stormy ocean that eventually turns into hot, liquid metal.Since Saturn doesn't have a solid crust--it is mostly hydrogen and helium--you would start in the clouds but then the winds are up to 1,100 miles per hour--faster than a jet fighter--and the weight/pressure of the atmosphere above you would eventually become so intense that it would crush any known spacecraft like a soda can.As you go further and deeper inside, Saturn is actually hotter than the surface of the sun due to the immense pressure.SPEED ROUNDMcDonald's Trials Robots to Serve Meals in China, Triggering Job Security Fears Barron Trump Described as 'Carbon Copy' of Father Donald as He Amasses $150m FortuneEV battery startup pivots to defense industry amid Iran war, weak electric vehicle market FedEx launches same-day delivery with OneRail as Amazon, Walmart boost their speeds DoorDash and Uber tap gig workers to collect data for everything from training AI to stocking stores

Alternative investing is moving from a niche allocation to a core portfolio conversation. As volatility returns, interest rates reset higher, AI accelerates capital spending, and fiscal deficits expand, investors are reassessing what diversification really means. In a world where stocks and bonds can move together and macro forces dominate markets, traditional portfolio frameworks are under pressure.In this episode of The Bid, host Oscar Pulido revisits conversations with investors and strategists across BlackRock to explore why alternative investing is gaining renewed attention. From private equity, private credit, and infrastructure to hedge fund strategies, gold, and digital assets, the episode examines how alternatives are being used to broaden return drivers and navigate today's regime shift in capital markets.The discussion highlights how structural megaforces — including AI buildout, geopolitical fragmentation, and fiscal expansion — are reshaping opportunity sets. Private markets offer exposure to long-duration capital themes and potential illiquidity premia, though with liquidity tradeoffs and manager dispersion. Hedge fund strategies aim to capture rising market dispersion through flexible long/short and systematic approaches. Infrastructure sits at the center of AI-driven energy demand and essential services. Meanwhile, gold and digital assets are increasingly viewed as monetary alternatives with distinct risk-return profiles. As portfolio construction evolves beyond the traditional 60/40 model, alternative investing is becoming part of a broader shift toward expanding diversification tools in volatile markets.Check out the previous episodes featured in this episode in this playlist on Alternative Investments: https://open.spotify.com/playlist/4Fe8VwKyG5FPYekFFSksbIKey insights from this episode:00:00 Introduction01:08 Why traditional diversification has become harder in AI-driven markets03:22 Defining Alternative Investing04:00 How private markets have grown — and what tradeoffs they introduce06:04 Infrastructure The AI Buildout: Where infrastructure investing connects to AI and energy demand08:37 Liquid Alternatives & Hedge Fund Strategies12:12 Systematic Alpha In Volatility13:36 How gold and digital assets fit into the evolving diversification toolkit18:38 Rethinking Portfolio Mix19:22 Wrap Up And Next EpisodeAlternative investing explained, private equity, private credit, hedge fund strategies, infrastructure investing, AI capital spending, portfolio diversification, 60/40 portfolio shift, digital assets, bitcoin investing, gold investing, capital markets outlook, alternative investingThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

Dave Rubin of "The Rubin Report" talks about how Zohran Mamdani's NYC budget nightmare just got much worse, the controversial Muslim gathering inside New York City's City Hall  and his being asked point blank about his wife's liking of various pro-Hamas October 7th posts on Instagram; CNN's Abby Phillip clashing with Lydia Moynihan over controversial Republican comments about Muslims in the United States and the radical Islamic attempted IED terrorist attack near Gracie Mansion by ISIS-inspired terrorists Emir Balat and Ibrahim Kayumi; Joe Rogan pointing out liberal's hypocrisy over criticizing European nations for trying to preserve their culture, while having no issue with China doing the same; John Fetterman's tense exchange with CNN's Kaitlan Collins over the accidental missile strike on an Iranian girls school; Scott Jennings giving CNN's Paul Begala a reality check over the fake scandal of Pete Hegseth allegedly spending millions of dollars on lobster tails in the run up to the Iran War; Fox News' Bret Baier getting Blackrock's Larry Fink to express some major regret over his failed attempts to force woke ESG standards on companies; and much more. Dave also hosts a special "ask me anything" question-and-answer session on a wide range of topics, answering questions from the Rubin Report Locals community. WATCH the MEMBER-EXCLUSIVE segment of the show here: https://rubinreport.locals.com/ Check out the NEW RUBIN REPORT MERCH here: https://daverubin.store/ ---------- Today's Sponsors: Balance of Nature - Make sure you are getting all the positive effects from a wide variety of fruits and vegetables. Subscribe to the Whole Health System™ supplements and get 47 whole-food ingredients daily.  Go to https://www.BalanceofNature.com 

 Heavy hitters like Larry Fink and Paul Atkins have said that tokenization is the future, but acquiring and managing tokenized assets can be a tall order for the average retail investor. Today's company is working to change that, with a unique strategy that provides value far beyond market exposure. Marco Santori is the Chief Executive Officer of Solmate, which trades under the symbol SLMT. Solmate is an institutional infrastructure company accelerating Solana's growth, and giving investors exposure to Solana's native token, SOL. Marco is a treasury company pioneer, launching the very first Altcoin treasury on Nasdaq, and he was a partner at Pantera Capital where he helped to structure some of the industry's best performing treasuries. Marco was also the Chief Legal Officer at Kraken, one of the world's largest digital asset exchanges, served as the President of Blockchain.com, and he was a partner at the law firm Cooley, where he led the firm's global fintech team. Today, Marco joins us to explain how Solmate's infrastructure flywheel creates value, what makes Solana unique among blockchains, and how the emergence of digitized capital markets will impact the world of finance.Highlights:Blockchain basics (2:22)What is Solana? (4:27)What sets Solmate apart (7:28)Infrastructure flywheel (11:08)Digital capital markets (13:31)Why the UAE? (15:42)Institutional readiness and blockchains (19:30)How will blockchains change finance? (21:17)Innovations in the works (24:53)Solmate's investment thesis (27:19) Links: Marco LinkedInSolmate LinkedInSolmate WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, joe@lowerstreet.co

Welcome to The Daily Wrap Up, an in-depth investigatory show dedicated to bringing you the most relevant independent news, as we see it, from the last 24 hours (3/8/26). As always, take the information discussed in the video below and research it for yourself, and come to your own conclusions. Anyone telling you what the truth is, or claiming they have the answer, is likely leading you astray, for one reason or another. Stay Vigilant. !function(r,u,m,b,l,e){r._Rumble=b,r[b]||(r[b]=function(){(r[b]._=r[b]._||[]).push(arguments);if(r[b]._.length==1){l=u.createElement(m),e=u.getElementsByTagName(m)[0],l.async=1,l.src="https://rumble.com/embedJS/u2q643"+(arguments[1].video?'.'+arguments[1].video:'')+"/?url="+encodeURIComponent(location.href)+"&args="+encodeURIComponent(JSON.stringify([].slice.apply(arguments))),e.parentNode.insertBefore(l,e)}})}(window, document, "script", "Rumble");   Rumble("play", {"video":"v74nmqo","div":"rumble_v74nmqo"}); Video Source Links (In Chronological Order): (24) reason on X: "When America sends missiles and tanks into a sovereign country, is it war? You might be surprised by the answer... https://t.co/lF60csrPJM" / X The Most Chilling Detail in the U.S. Attack on an Iranian Naval Ship | The New Republic ‘Execution at sea': Was IRIS Dena, Iranian frigate sunk by US in the Indian Ocean, unarmed? - The Statesman (24)

The K-shaped consumer is redefining the outlook for the U.S. economy. While overall spending remains resilient, growth is increasingly concentrated among higher-income households, creating widening gaps across income levels. As policy shifts, AI adoption, and healthcare innovations reshape behavior, the consumer landscape is becoming more uneven.In this episode of The Bid, host Oscar Pulido is joined by Lisa Yang, Portfolio Manager and Co-Head of the Consumer Industry Group within BlackRock Fundamental Equities, to assess the state of the U.S. consumer heading into 2026. From wage growth and labor market dynamics to fiscal policy, tariffs, and immigration, Lisa explains how macro forces are influencing spending patterns — and why resilience is strongest at the high end. The conversation also explores structural shifts shaping stock market trends, including the rise of value-focused retailers, the impact of GLP-1 weight-loss drugs on food and apparel demand, and how AI-driven “agentic commerce” could transform retail media and brand discovery. As capital markets digest these changes, understanding the nuances of consumer behavior is critical for investors.Key insights from this episode:02:11 Introducing The "Two Speed Consumer"04:26 Yellow Flags Ahead - Why the U.S. Consumer Remains Resilient But increasingly K-shaped05:46 Policy Shocks 2026 - How fiscal policy and tariffs could widen income-driven spending gaps08:45 Why Value Retailers and Discounters are Outperforming12:01 GLP One Ripple Effects - How GLP-1 Drugs Are Reshaping Grocery, Apparel, and Beauty categories14:40 How AI Will Change Shopping Trends - What agentic commerce means for retailers, brands, and advertising models17:43 Other Trends Watchlist - Why Health and Wellness Remains A Durable Long-term Consumer Trend20:02 ConclusionsK-shaped economy, U.S. consumer spending, AI in retail, GLP-1 drugs, capital markets, stock market trends, consumer investing, megaforcesSources: “Advance Monthly Sales for Retail and Food Services” February 2026, United States Census Bureau; US Bureau of Economic Analysis (PCE data); FRED 2026, Bureau of Labor Statistics; Wage Growth Data, January 2026, Federal Reserve of Atlanta; Tax refunds per Morgan Stanley, Piper Sandler estimates; “US food outlook 2026”, Bernstein; “GLP-1 Boom Accelerates Nationwide Shift in Size Curves, Putting $5 Billion in U.S. Apparel Retail Inventory at Risk, According to New Impact Analytics Study”, Global Newswire, September 2025This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

I am going to cover the Iran war a bit today but save the deeper dive until tomorrow when I have John Willis and Nicole Sauce on with me.   Still it will be my lead story and I will cover it for about 20 minutes.  We will then move on to a segment on the probably of collapse of civilizations and how many characteristics the US is currently showing. We will also briefly touch on “protesting as a profession”, the fact that Larry Fink just called for a global digital currency at the WEF and more. Join Me Today to … Continue reading →