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────────────────────────────────────────[00:00:49]Trump Stabbed Cattlemen in the Back — Imports 300,000 Metric Tons of Tariff-Free Beef 74 Days Before MidtermsCattle herd at lowest since 1956; frozen imports won't fix grocery store prices; damages domestic ranchers for a temporary election-season sugar high.────────────────────────────────────────[00:02:34]Trump Just Admitted His Tariffs Raise Prices — He's Exempting Beef Because They DoNow explicitly acknowledging what we always knew: tariffs are taxes on consumers; MAGA influencers who promised tariffs would replace the income tax are silent.────────────────────────────────────────[00:20:19]Trent Loos: This Is the Biggest Land Grab Since the Indian Wars — and We're Not Fighting BackWorking with WEF's Larry Fink to push people off the land; three Nebraska congressmen who support data centers also applauded the beef import move.────────────────────────────────────────[01:03:37]Ray Dalio: Sell Bonds, Buy Gold — a US Debt Crisis Could Arrive in Three YearsReduce the deficit from 6% to 3% of GDP; countries always solve this by printing money, devaluing the currency, and creating artificially low interest rates.────────────────────────────────────────[01:06:34]Bessent Is George Soros's Former Right-Hand Man — MAGA Said Nothing When Trump Appointed HimAny Democrat with Soros connections gets destroyed; when Bessent comes in, crickets; cult of personality; all economic sense and rule of law thrown out.────────────────────────────────────────[01:09:16]Bessent's Plan to Buy Long-Term Bonds With Short-Term Debt Is Quantitative Easing by Another NameCan set short-term T-bill rates but not long-term yields; a gimmick that can't be sustained — money printing with a different label.────────────────────────────────────────[01:12:39]Trump Added 30% of All US Debt Accumulated in 250 Years — Then Said We'll Grow Our Way Out of ItHis growth is a malignant tumor — debt growing faster than the economy; can't grow out of debt compounding faster than GDP; making American debtors again.────────────────────────────────────────[01:26:04]Thomas Kaplan: Gold Is Headed 10 Times Higher — Silver Is the Thoughtful Person's BitcoinCleared his decks before the 2007 crisis; sees today rhyming with then; average down if you're underwater; get something outside the digital world that can't be blocked.────────────────────────────────────────[01:32:28]Darlene Graham Was a Branch Covidian in 2020 — Pushed Masks, Social Distancing, and Diversity CommitteesCan't find Taiwan on a map; hedging on abortion; was a COVID true believer; Tim Scott says she's qualified; Trump says she's totally for the military.────────────────────────────────────────[01:35:22]Darth Vader Supports Flock at Data Center Protest — The Emperor Must Follow the Rebel Scum From Playground to PlaygroundThe COVID mask regime and the surveillance state are run by the same people; a whole civilization will die if we don't stop this. ──────────────────────────────────────── 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” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases 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-show Or 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.
────────────────────────────────────────[00:00:49]Trump Stabbed Cattlemen in the Back — Imports 300,000 Metric Tons of Tariff-Free Beef 74 Days Before MidtermsCattle herd at lowest since 1956; frozen imports won't fix grocery store prices; damages domestic ranchers for a temporary election-season sugar high.────────────────────────────────────────[00:02:34]Trump Just Admitted His Tariffs Raise Prices — He's Exempting Beef Because They DoNow explicitly acknowledging what we always knew: tariffs are taxes on consumers; MAGA influencers who promised tariffs would replace the income tax are silent.────────────────────────────────────────[00:20:19]Trent Loos: This Is the Biggest Land Grab Since the Indian Wars — and We're Not Fighting BackWorking with WEF's Larry Fink to push people off the land; three Nebraska congressmen who support data centers also applauded the beef import move.────────────────────────────────────────[01:03:37]Ray Dalio: Sell Bonds, Buy Gold — a US Debt Crisis Could Arrive in Three YearsReduce the deficit from 6% to 3% of GDP; countries always solve this by printing money, devaluing the currency, and creating artificially low interest rates.────────────────────────────────────────[01:06:34]Bessent Is George Soros's Former Right-Hand Man — MAGA Said Nothing When Trump Appointed HimAny Democrat with Soros connections gets destroyed; when Bessent comes in, crickets; cult of personality; all economic sense and rule of law thrown out.────────────────────────────────────────[01:09:16]Bessent's Plan to Buy Long-Term Bonds With Short-Term Debt Is Quantitative Easing by Another NameCan set short-term T-bill rates but not long-term yields; a gimmick that can't be sustained — money printing with a different label.────────────────────────────────────────[01:12:39]Trump Added 30% of All US Debt Accumulated in 250 Years — Then Said We'll Grow Our Way Out of ItHis growth is a malignant tumor — debt growing faster than the economy; can't grow out of debt compounding faster than GDP; making American debtors again.────────────────────────────────────────[01:26:04]Thomas Kaplan: Gold Is Headed 10 Times Higher — Silver Is the Thoughtful Person's BitcoinCleared his decks before the 2007 crisis; sees today rhyming with then; average down if you're underwater; get something outside the digital world that can't be blocked.────────────────────────────────────────[01:32:28]Darlene Graham Was a Branch Covidian in 2020 — Pushed Masks, Social Distancing, and Diversity CommitteesCan't find Taiwan on a map; hedging on abortion; was a COVID true believer; Tim Scott says she's qualified; Trump says she's totally for the military.────────────────────────────────────────[01:35:22]Darth Vader Supports Flock at Data Center Protest — The Emperor Must Follow the Rebel Scum From Playground to PlaygroundThe COVID mask regime and the surveillance state are run by the same people; a whole civilization will die if we don't stop this. ──────────────────────────────────────── 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” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases 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-show Or 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.
2026 market themes have been shaped by geopolitical realignment, the physical demands of artificial intelligence and changing assumptions about diversification. Across markets, investors are confronting several plausible futures rather than relying on a single base case.Host Oscar Pulido is joined by Stevie Manns, producer of The Bid, to revisit conversations with BlackRock leaders and external guests. Together, they connect insights on geopolitics, retirement, AI infrastructure, market concentration, portfolio construction, Asia, digital assets and tokenization.The discussion explores how these subjects form a broader story about preparation. Listeners will hear why AI investing increasingly involves energy and physical infrastructure, how concentration is changing the character of major equity indexes, and why a more dynamic and granular approach may be relevant as capital markets evolve.Key insights:· How geopolitical shifts are influencing markets, supply chains and economic policy· Why AI investing depends on power, data centers and infrastructure· How stock market concentration can affect diversification assumptions· Why portfolio construction may require multiple scenarios· Where Asia and digital assets are broadening the opportunity set· How tokenization could reduce friction in financial marketsEpisodes featured:246: Macro and Geopolitical Outlook - Live from Davos248: Retirement Realities: Ask Me Anything With Jaime Magyera250: Powering AI 2.0: Why The AI Boom is becoming an Energy Story257: Beyond The Magnificent Seven: Discovering Equity Opportunities in the S&P 493258: Portfolio Construction for A Changing World: Adapting to A Market Regime Shift259: Cryptoassets At A Crossroad: Volatility, Adoption and Changing Market Perspectives261: Why Are Global Investors Looking To Asia As An Investment Destination264: Is Tokenization The Next Evolution of Financial Market Infrastructure266: Midyear Outlook: Scarcity vs Abundance in The Age of AI268: AI's Latest Frontiers: An Investor's Perspective on Space, AI and Equity Opportunities2026 market themes, AI investing, portfolio construction, capital markets, digital assets, tokenization, geopoliticsThis 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.
Larry Fink says trillions will be needed for the AI buildout while Trump Media quietly adds thousands of Bitcoin to its balance sheet. At the same time, inflation policy, capital gains proposals and tightening Bitcoin volatility are pointing toward a massive shift in capital. If another wave of money creation is coming, Bitcoin may be positioned exactly where it needs to be.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.
Greg Foss is back. After stepping away from Twitter and spending time on Nostr, the veteran credit analyst explains what pulled him back: young people reaching for socialism, and credit markets he sees as far less healthy than equities. The credit default swap thesis. Foss walks through his method: take the CDS spread on U.S. government debt, multiply by total obligations including unfunded liabilities, then compare that to Bitcoin's market cap. He flagged his spread number as from memory. Why insurance, not a risk asset. Most holdings are short volatility: when volatility rises, they fall. Foss argues Bitcoin should do the opposite, and credits BlackRock's Larry Fink as one of the few in traditional finance framing it that way. The rate the Fed does not control. Warsh has suggested AI productivity gains leave room to cut. Foss points instead to the 10-year Treasury, set in the open market, which could rise if investors demand more for U.S. credit risk. Credit markets are flashing before equities. A listener asked about widening CDS spreads across AI infrastructure names. Foss compared NVIDIA's vendor financing to Nortel and Lucent in 2000, and pointed to CoreWeave's tight debt service covenant. Banking is a leveraged business. From inside an insolvent Bank of Boston in 1992, Foss saw the math up close: roughly $5 of equity behind every $100 loaned. He argues Bitcoin can act as a safety net against that fragility. Bitcoin mining versus AI data centers. Miners can switch off in seconds and chase stranded energy; AI workloads cannot. Suze raised UK curtailment spending and ERCOT's grid balancing record, and asked whether mining gets built into AI sites. What the ETFs changed. Foss says a Wall Street wrapper was necessary for institutional allocation, while raising the paper Bitcoin question. He runs a 5% of global assets thought experiment, stressing he is not certain it happens. Treasury companies as an evolution, not an endpoint. Foss says he admires Michael Saylor without admiring every lever pulled, notes the premium to underlying Bitcoin has collapsed toward parity, and expects these vehicles to matter less over time. Bitcoin as collateral, and pensions inching in. Foss calls Bitcoin pristine collateral and a natural extension of lending. Dom described recommending it to pension boards years ago and pointed to a Michigan 13F filing adding to its position.
Ben and Tom discuss the $500 billion private-capital AI infrastructure fund unveiled on CNBC by Jensen Huang, David Solomon, Larry Fink, Jonathan Gray, and the heads of Apollo, KKR, and Brookfield, Fink's comparison of financing GPU purchases to the early days of 1970s mortgage-backed securities and the underlying assumption that Nvidia chips won't depreciate, a breakdown of how asset-backed lending structures like aircraft bonds could apply to GPU financing, Tom's "Through the Looking Glass" thesis arguing markets remain captive to Bernanke-era assumptions that no longer hold in a supply-side, fiscal-dominance framework, tomorrow's CPI report and whether a firm print could test Warsh's rate stance, and NFIB Small Business Optimism hitting its highest level since last August with hiring plans at a four-year high even as actual employment remains soft.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
AI and Wall Street titans combine forces: NVIDIA's Jensen Huang, Goldman Sachs' David Solomon, BlackRock's Larry Fink, Blackstone's Jon Gray, Apollo's Jim Zelter, Brookfield's Bruce Flatt and KKR's Waldemar Szlezak discuss with our Becky Quick their new agreement $500B between the companies to fund AI infrastructure projects. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Callum Smiles joins Hearts of Oak to report from his recent trip to Ceuta, the Spanish enclave on the North African coast, where he was filming with Fox Populi. Fresh from Gibraltar, he describes a migration situation far larger than expected: thousands of arrivals after the major influx on 31 July, with Moroccan migrants concentrated in the south and sub-Saharan migrants in the north. The Spanish-majority enclave effectively saw its population double in a short period. From above it looked attractive; at street level it was chaotic and unstable. Callum details the military response, overcrowding and fights at facilities built for far fewer people, migrants openly stating they wanted Europe's wealth and a better life (encouraged by social media and eager to be filmed), and the wider implications for the EU, Schengen, and the necessity of border control. Callum Smiles is an independent British journalist, formerly with Rebel News UK and now working under Callum Smiles Media while contributing to Vox Populi.. Known as “the unconventional journalist,” he specialises in on-the-ground reporting of mass migration, the World Economic Forum in Davos (where he has confronted figures including Tony Blair, Larry Fink and Greta Thunberg), and related issues across Europe and beyond. Based in the south of England, he self-films and edits his own work. The Week According to ... Callum Smiles Connect with Callum...
JOIN PATREON FOR EARLY UNCENSORED EPISODE RELEASES: https://www.patreon.com/JulianDorey CLIPPERS DISCORD: https://discord.gg/8QmWEKJ3BT (***TIMESTAMPS in Description Below) ~ Zachary Foust is a real estate executive and viral economics expert on social media. ZACH's LINKS: IG: https://www.instagram.com/zachary.loft/?hl=en YT: https://www.youtube.com/@ZachFoustShow/videos WEBSITE: https://zachary-loft-shop.fourthwall.com/ FOLLOW JULIAN DOREY IG: https://www.instagram.com/julianddorey/ X: https://x.com/juliandorey JULIAN YT CHANNELS - SUBSCRIBE to Julian Dorey Clips YT: https://www.youtube.com/@juliandoreyclips - SUBSCRIBE to Julian Dorey Daily YT: https://www.youtube.com/@JulianDoreyDaily - SUBSCRIBE to Best of JDP: https://www.youtube.com/@bestofJDP ****TIMESTAMPS**** 0:00 - Joe Kent, Kiriakou, Zach's Army & Afghanistan Days 10:00 - Prison Kingpins, Afghan Ping Pong, Bin Laden 20:18 - Bin Laden Doubts, Tribalism & the Debt Society 29:46 - Inflation NEVER Stops, 2008, & Federal Reserve 39:52 - Reserve Requirements Hit 0%, Rothschilds, Friedman & Bernanke 57:20 - Telecom Bill 1995, Lutnick & JP Morgan's Bailout 1:09:22 - A French Warship K*LLED the Gold Standard, BlackRock 1:18:40 - Capitalism Changed in 2008, Jenga & Epstein 1:31:18 - Collective Apathy & Neutered Millennials 1:40:45 - Homesteading, Simplicity & Why Law Reform Comes First 1:50:31 - Zach's Check List: Antitrust & Single Issue Bills 1:55:26 - Skits, the Rothschilds, 1837 & August Belmont 2:04:20 - Epstein, Liquid Funding & Larry Fink's CDO 2:15:20 - Clinton's Testimony, Nat Rothschild & Erika Kirk 2:28:15 - Christianity HIJACKED, Masons & Love Thy Neighbor 2:38:22 - Thomas Massie's Primary, Cult of Personality & Money 2:52:02 - Critiquing Israel ≠ Antisemitism, Social Media Warfare 2:58:28 - Zach's Work CREDITS: - Host, Editor & Producer: Julian Dorey - COO, Producer & Editor: Alessi Allaman - https://www.youtube.com/@UCyLKzv5fKxGmVQg3cMJJzyQ - In-Studio Producer: Joey Deef Julian Dorey Podcast Episode 456 - Zach Foust Music by Artlist.io Learn more about your ad choices. Visit podcastchoices.com/adchoices
AI investing continues to shape markets as artificial intelligence (AI) moves beyond software and into the physical infrastructure of the global economy. From data centers and chips to space-based compute, autonomous trucks and humanoid robotics, the AI buildout is creating new questions about scarcity, supply chains and where value may accrue next.In this episode of The Bid, host Oscar Pulido is joined by Tony Kim, Head of the Global Technology Team within BlackRock Fundamental Equities. Fresh from his 13th annual technology tour across San Francisco and Silicon Valley, Tony shares what he heard from leading innovators and how the AI conversation has evolved from model development to compute, infrastructure, physical AI and the changing shape of the technology stack.Tony explains why AI investing may increasingly require looking across multiple layers of the ecosystem: the physical layer of power, chips, data centers and cloud infrastructure; the intelligence layer of foundation models; and the application and services layer where disruption remains a central question. The discussion also explores how AI is creating both scarcity and abundance, why data center demand is reshaping supply chains, and how countries and companies tied to the compute build-out may be positioned differently from more service-oriented parts of the market.Check out our previous tech tour episodes with Tony Kim:2025 - https://open.spotify.com/episode/6ffqOgM2CDbJGEoaWjgjIP?si=418fdf5f886c4f622024 - https://open.spotify.com/episode/3ruCZNZ7vHghypqwnQzslg?si=e62206f037df409bKey moments in this episode:00:00 Introduction01:57 AI Wave Expands - How AI investing is expanding from model development into space, robotics and physical systems.05:28 AI Goes To Space - How low Earth orbit satellites could create new forms of AI data and, potentially, new compute architectures.07:51 Physical AI Adoption - Why autonomous vehicles, self-driving trucks and humanoid robots are part of the broader physical AI story10:00 Rewiring The Internet14:38 Where To Invest Now - How the shift in market value toward compute and model-centric companies is reshaping stock market trends.18:55 Risks And Optimism22:38 Wrap Up And What's Next on The Bid AI investing, artificial intelligence, technology investing, capital markets, megaforces, data centers, robotics, stock market trendsSources: BlackRock Fundamental Equities analysis of AI-related capex spending through 2030, as of July 2026; “How much does a GW of data center capacity actually cost” Investing.com, 2025; S&P Global Indices as at July 14th 2026This 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.
Larry Fink just made one of the most important Bitcoin statements of the year, and almost nobody is talking about what it really means. At the same time, the Clarity Act is racing toward a Senate vote while whales continue accumulating behind the scenes. Is this another classic Bitcoin setup before the crowd catches on?SPONSORS:
Defense investing is rapidly moving from the margins to the center of capital markets as geopolitical fragmentation, rising global tensions, and technological innovation reshape how nations allocate resources. What was once viewed as a niche or even overlooked sector is now emerging as a critical pillar of global infrastructure and security.In this episode of The Bid, host Oscar Pulido sits down with Rolf Heitmeyer, Head of Industrials in BlackRock's Fundamental Equities Group, to explore the forces driving this shift in defense investing. They discuss the surge in global defense spending, the changing competitive landscape between incumbent contractors and new entrants, and how innovation - from AI-enabled systems to low-cost drones - is transforming modern warfare.As geopolitical megaforces continue to evolve and technology reshapes security priorities, defense investing is becoming an increasingly relevant theme for investors seeking to understand the intersection of global politics, innovation, and markets.Key moments in this episode:00:00 Introduction01:41 AI Spending Surge Explained04:52 Tech Industry Shakeup Ahead07:14 Attritable vs Exquisite09:49 Scaling the Arsenal11:32 Startup Innovation Tour14:39 Defense in Portfolios16:05 A Long Supercycle17:13 Wrap Up and DisclosuresDefense investing, capital markets, AI investing, megaforces, geopolitical risk, stock market trends, defense technologySources: “Venture capital investment in defense tech surges while M&A activity slows” S&P Global March 2026; “Over 11,000 munitions in 16 Days of the Iran War: ‘Command of the Reload' Governs Endurance” RUSI, March 2026; Department of War Statistics; Data from BlackRock Fundamental Equities as of April 2026.This 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.
President Donald Trump is convening with senators today to work through the ethics and stablecoin yield disputes tied to the Digital Asset Market Clarity Act. Crypto adoption in Japan continues to accelerate. ~This Episode is Sponsored by OKX~ Trade RLUSD/XRP on OKX + claim the new user offer! Deposit $100 to get $50 ➜ https://bit.ly/OKXRP Use code: paulbarron Terms Apply 00:10 Sponsor OKX 00:50 Today 01:30 Tomorrow 02:10 Bad sign? 03:00 Fayer Shirzad: No Ethics 04:45 Yields is the real fight 05:20 Odds 05:50 Lummis: Warsh on rumors of the destruction of SBV records 07:15 Lummis: We need this before August 08:00 Japan vs U.S. 09:20 Japan x ONDO 10:00 20 days too much 11:00 Tom Lee: Crypto is how we manage AI 12:40 Visa 13:10 PYPL 17% 14:00 MU collapse 15:20 Mark Cudmore: AI turning point 17:00 Larry Fink: next 12 months #Crypto #Bitcoin #Ethereum ~CLARITY Crunchtime
Larry Fink was on CNBC yesterday and said something very interesting about the bitcoin price ...► Bitcoin Well: https://www.nmj1gs2i.com/63CFP/FGXLG/?source_id=podcast► Ledn: https://www.nmj1gs2i.com/63CFP/9B9DM/?source_id=podcastSimply Bitcoin clients get 0.25% off their first loan► Bitkey: https://www.nmj1gs2i.com/63CFP/7XDN2/?source_id=podcastSIMPLY for 10%► SAT123: https://www.nmj1gs2i.com/63CFP/KMKS9/?source_id=podcastUse code SIMPLY for 15% off► Stamp Seed: https://www.nmj1gs2i.com/63CFP/M2GJW/?source_id=podcastPROMO CODE: SIMPLY for a 15% discount► HIVE Digital Technologies: https://www.nmj1gs2i.com/63CFP/6JHXF/?source_id=podcast► Mining Disrupts: https://www.nmj1gs2i.com/63CFP/J8P3N/?source_id=podcastPROMO CODE: SIMPLYBITCOIN for a 20% discountFOLLOW US► https://twitter.com/SimplyBitcoin► https://twitter.com/bitvolt► https://twitter.com/Optimistfields► Nostr: npub1vzjukpr2vrxqg2m9q3a996gpzx8qktg82vnl9jlxp7a9yawnwxfsqnx9gcJOIN OUR TELEGRAM, GIVE US A MEME TO REVIEW!► https://t.me/SimplyBitcoinTVSUBSCRIBE TO OUR YOUTUBE► https://bit.ly/3QbgqTQSUPPORT US► On-Chain: bc1qpm5j7wsnk46l2ukgpm7w3deesx2mdrzcgun6ms► Lightning: simplybitcoin@walletofsatoshi.com#bitcoin #bitcoinnews #simplybitcoinDISCLAIMER: All views in this episode are our own and DO NOT reflect the views of any of our guests or sponsors.Copyright Disclaimer under section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, education and research. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact Simply Bitcoin.
Today from the Aspen Ideas Festival, Fareed is joined by Ken Burns, legendary documentary filmmaker to discuss the 250th anniversary of the signing of the Declaration of Independence and what we can learn from it today. Next, is AI a bubble? Fareed speaks with Larry Fink, CEO of BlackRock, about whether tech companies are overvalued, how to power the AI revolution, and how to close the stark wealth gap in America. Finally, the US and Israel's war with Iran has fundamentally changed the Middle East. Fareed sits down with Carnegie Endowment senior fellow Karin Sadjadpour, Financial Times contributing editor Kim Ghattas and CEO of the Foundation for Defense of Democracies Mark Dubowitz to break down shifting regional dynamics. GUESTS: Ken Burns (@KenBurns), Larry Fink, Karim Sadjadpour (@ksadjadpour), Kim Ghattas (@KimGhattas) , Mark Dubowitz (@mdubowitz) Learn more about your ad choices. Visit podcastchoices.com/adchoices
GET HEIRLOOM SEEDS & NON GMO SURVIVAL FOOD HERE: https://heavensharvest.com/wam USE Code WAM to save 25% plus free shipping! USE Code WAM50 for 50% off on select items like the #10 cans & MRE packs! Pledge here! Just a dollar a month can help keep us alive! https://www.patreon.com/user?u=2652072&ty=h&u=2652072 EXCLUSIVE replays of hour plus long live shows are available here at $5 a month or more! BUY GOLD HERE: https://firstnationalbullion.com/schedule-consult/ Avoid CBDCs! GET 10% OFF ON SHILAJIT FROM DR. KAUFMAN WHEN YOU USE CODE WAM10 HERE: https://medauthentica.com/discount/WAM10?redirect=/products/authentica-shilajit%3Fsca_ref=10867124.wrNV3jkYSaMg9 HELP SUPPORT US AS WE DOCUMENT HISTORY HERE: https://gogetfunding.com/help-keep-wam-alive/# Josh Sigurdson reports on the newly passed cybersecurity law "Bill C-8" which allows the government massive control over your data and internet. The law allows the government to force telecom providers to give them your information. This includes metadata, search history, websites you've visited, conversations you've had, etc. If the telecom provider does not give the government your info when ordered, they can be fined as much as $15 million per person. The law also allows the government to put gag orders on the telecom giants, prohibiting the provider from telling you why their information was taken. It also allows the government to shut down your internet access. None of these rules require prior judicial approval. There is basically no oversight. No transparency. No warrants. Bill C-8 (which previously failed as Bill C-26) is essentially an internet killswitch to be used however the state deems "appropriate." Your information can also be later used against you in a court of law and can be used to control your access to goods and services as the digital ID system is implemented across the board. This bill correlates a lot with other atrocious Canadian bills of recent. Bill C-9 defines what you are allowed to say and threatens to force consequences on you if you hurt someone's feelings. Bill C-22 allows the government to collect metadata on you for them to arrest you for "hate speech." When Prime Minister Mark Carney said he was creating a "new world order" with a giant digital umbrella system (much like BlackRock's Larry Fink and European Commission President Ursula von der Leyen said they wished to do), this is exactly what he means. A giant technocratic system of surveillance and control. The United States is currently passing the KIDS Act which allows controls over your data and the coercion of all online companies demanding your government issued IDs to visit their sites. This is on top of dozens of states enforcing internet IDs already. The US is also pushing forward a law to force people to show 5 years of their social media history to enter the country, 10 years of email data, photo metadata, iris scans, etc. The UK is pushing forward Digital IDs as well as under-16 social media bans which will be a Trojan horse to force people to give all services their identification to use the internet. Ignore this at your own peril. Stay tuned for more from WAM! GET YOUR WAV WATCH HERE: https://buy.wavwatch.com/WAM Use Code WAM to save $100 and purchase amazing healing frequency technology! Get Your SUPER-SUPPLIMENTS HERE: https://vni.life/wam Use Code WAM15 & Save 15%! Life changing formulas you can't find anywhere else! Get local, healthy, pasture raised meat delivered to your door here: https://wildpastures.com/promos/save-20-for-life/bonus15?oid=6&affid=321 USE THE LINK & get 20% off for life and $15 off your first box! DITCH YOUR DOCTOR! https://www.livelongerformula.com/wam Get a natural health practitioner and work with Christian Yordanov! Mention WAM and get a FREE masterclass! You will ALSO get a FREE metabolic function assessment! GET YOUR APRICOT SEEDS at the life-saving Richardson Nutritional Center HERE: https://rncstore.com/r?id=bg8qc1 Use code JOSH to save money! PayPal: ancientwonderstelevision@gmail.com FIND OUR CoinTree page here: https://cointr.ee/joshsigurdson PURCHASE MERECHANDISE HERE: https://world-alternative-media.creator-spring.com/ JOIN US on SubscribeStar here: https://www.subscribestar.com/world-alternative-media For subscriber only content! BITCOIN ADDRESS: 18d1WEnYYhBRgZVbeyLr6UfiJhrQygcgNU World Alternative Media 2026
Artificial intelligence continues to reshape economies and markets, but its rapid expansion is also exposing new constraints across energy, infrastructure, labor, and capital. As investors navigate an increasingly complex landscape, the debate has shifted from AI's potential to the practical realities of building the systems that support it.In this episode of The Bid, host Oscar Pulido speaks with Jean Boivin, Head of the BlackRock Investment Institute, about BlackRock's 2026 Midyear Outlook. Together they examine the report's central theme - scarcity versus abundance - and discuss how AI, higher capital requirements, geopolitics, and structural economic changes are influencing today's investment landscape.Jean explains why today's market environment is defined by multiple competing outcomes rather than a single base case, introducing the concept of "polyfurcation." He also explores the evolving AI investment opportunity, the importance of infrastructure, the role of tactical portfolio construction, and why investors may need to rethink traditional diversification as megaforces continue to reshape markets.Key insightsHow AI is creating both new opportunities and new economic constraintsWhy scarcity has become a defining macroeconomic themeHow "polyfurcation" changes the way investors think about uncertaintyWhy infrastructure is becoming central to the AI investment storyHow portfolios may evolve beyond traditional asset class diversificationWhere investors are focusing as AI continues to reshape global marketsAI investing, Midyear Outlook, capital markets, infrastructure investing, megaforces, stock market trends, artificial intelligence, global economySources: BlackRock Investment Institute, Midyear Outlook 2026This 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.
Inflation and investing are once again front and center as markets assess a new mix of price pressures. In this Ask Me Anything episode of The Bid, host Oscar Pulido is joined by Helen Jewell, BlackRock's International Chief Investment Officer for Fundamental Equities, and Tom Becker, senior portfolio manager on BlackRock's Global Tactical Asset Allocation team.Together, they explore what is driving inflation today, from AI infrastructure demand and energy bottlenecks to fiscal spending, supply constraints, and regional differences. The conversation examines how inflation is affecting capital markets, equities, fixed income, stock market trends, and portfolio diversification.This episode also looks at the role of AI as both a near-term inflationary force and a potential longer-term productivity driver. As AI investing accelerates demand for electricity, chips, copper, data centers, and infrastructure, investors are watching how these megaforces reshape markets and the global economy.Key insights:· How AI infrastructure demand is contributing to inflation pressures· Why inflation differs across regions, including the U.S., Europe, Japan, and China· Where pricing power matters most for companies and sectors· How inflation measures like CPI, PCE, and PPI inform market views· Why sticky inflation can challenge traditional stock-bond diversification· How investors can think about inflation across equities, bonds, and multi-asset portfolios
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 (6/24/26). 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":"v79oxc2","div":"rumble_v79oxc2"}); Source Links (In Chronological Order): Trump says Iran hit ship in Strait of Hormuz, violating ceasefire (21) محمدباقر قالیباف | MB Ghalibaf on X: "America falsely claims our unfrozen assets will buy their agriculture. Interesting. The only crop we're harvesting is what you planted: decades of mistrust. It's organic, abundant, and homegrown. But apparently the US only exports GMO soybeans, broken promises and trash talks." / X (21) Eric Daugherty on X: "
Andrew For America returns with an awesome episode filled with crazy clips and phrases that have been publicly uttered by some of your favorite "mover and shaker" world planners, WEF members, etc. In this episode, Andrew plays clips from Klaus Schwab, Yuval Noah Harari, Peter Thiel and Alex Karp of Palantir, Larry Fink, Lindsey Graham, Kamala Harris, Richard Verner, and others that sound much crazier than some of the conspiracy theories you've ever heard of! Andrew also plays a clip about the history of "bread and circuses,” Frank Wright on “world government,” and a clip from Aldous Huxley discussing the themes from his book, "Brave New World."The song selections are the songs, "Broken Record" and "Better Than That Now" by the band Automatic 7.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
You Didn't Get SpaceX? Don't Worry, There Are Other Mega IPOs Coming You may feel like everyone got into SpaceX except you, and now you're wondering: Should I buy shares today? Is there something better coming next? The reality is that several other massive IPOs could be coming sooner than many investors realize. At the top of the list are OpenAI, with an estimated valuation of $852 billion, Anthropic, with an estimated valuation of $965 billion, Stripe, with an estimated valuation of $159 billion, and Databricks, with an estimated valuation of $134 billion. Before you get too excited about these potential offerings, or beat yourself up for missing SpaceX, consider what the historical data tells us. Research examining 1,724 U.S. IPOs between 2011 and 2024 found that the average IPO gained approximately 23% on its first day of trading. However, over the following three years, those same IPOs underperformed the broader market by an average of 25 percentage points. The study also found that since 1980, companies coming public with at least $100 million in annual sales and a price-to-sales ratio above 40 experienced an average decline of 45% from their first-day closing price. For current SpaceX shareholders, there could still be a near-term catalyst. Under Nasdaq's fast-entry rules, newly public companies can become eligible for inclusion in the Nasdaq-100 after just 15 trading days. However, both the S&P 500 and the Dow Jones indexes currently maintain a 12-month waiting period before new companies become eligible for inclusion. If your appetite for risk remains high, you'll likely have opportunities to speculate on OpenAI, Anthropic, Databricks, and other AI-related companies when they eventually go public. But an interesting question remains: When these AI giants hit the public markets, will investors who bought SpaceX at the IPO decide to sell some of their shares and rotate into the next hot AI opportunity? There are plenty of unanswered questions, which is exactly why we prefer not to invest based on hype, headlines, or fear of missing out. Instead, we focus on financial fundamentals, valuation, cash flow, and long-term business quality. Exciting stories can drive prices higher for a while, but over time, fundamentals tend to matter most. What Can the Nifty Fifty and Tech Bubble Teach Us About Today's Market? Every market cycle has a story. In the early 1970s it was the "Nifty Fifty." In the late 1990s it was the internet and technology boom. Today it is artificial intelligence. The late 1990s we saw the technology boom where the internet was a revolutionary innovation that truly changed the world. Investors were correct about the technology but wrong about what they should pay for it. Companies with little revenue and no profits traded at astronomical valuations. The Nasdaq saw a five-fold increase between 1995 and early 2000. When the bubble burst, the fallout was severe. The Nasdaq ultimately lost almost 80% of its value. Hundreds of companies disappeared. Even industry leaders such as Cisco, Intel, and Microsoft experienced stock declines of 50% to 90%. Many investors assumed technology would continue growing forever and overlooked the simple fact that stock prices had already discounted years of future success. After peaking in March 2000, it took over 15 years for the Nasdaq to reclaim its previous high in April 2015. Often times I hear people say this time is different because unlike many internet companies in 2000, today's AI leaders are highly profitable businesses generating enormous cash flow. So, let's take a look at the Nifty Fifty as another, maybe more similar example. The Nifty Fifty era was built around the belief that a small group of dominant companies were so good that valuation no longer mattered. Investors piled into stocks such as Coca-Cola, IBM, Xerox, Polaroid, McDonald's, Sears and others. These companies were viewed as "one-decision stocks “buy them and never sell them. Investors would make excuses for the valuations because the businesses were strong. Through 1972, these firms averaged 22% annual earnings growth over the previous five-year period and had great profitability with an average return on equity over 22%. The problem was as enthusiasm grew, valuations expanded dramatically, with many trading at 40 to 60 times earnings despite an economy growing much slower. Then reality arrived. The 1973-74 bear market combined with inflation, rising interest rates, and an economic recession caused many of these stocks to fall 50% to 80%. The S&P 500 fell over 14% in 1973 and more than 26% in 1974. Most of the companies survived and remained successful businesses, but investors who paid excessive prices often waited a decade or longer to earn satisfactory returns. Today's AI boom has similarities to both periods. Like the Nifty Fifty, investors are concentrating heavily in a small number of dominant companies. Like the tech bubble, there is widespread excitement surrounding a transformational technology that is likely to reshape entire industries. However, history reminds us that even great companies can become poor investments when expectations become too optimistic. During every major market cycle, investors eventually discover the difference between a great business and a great stock. The key lesson from both the Nifty Fifty and the dot-com era is that transformative technologies often live up to their promise. What investors frequently get wrong is the price they are willing to pay for that future growth. AI may ultimately be every bit as revolutionary as investors believe. The bigger question is whether today's stock prices already reflect much of that future success. As we've learned from previous cycles, when expectations become too high, excellent results may not be enough to satisfy the market. Private Credit Funds Are Facing High Redemption Requests Again This Quarter For the first quarter of 2026, redemption requests in several private credit funds exceeded the industry-standard 5% quarterly redemption cap. Second-quarter requests appear to be even higher. BlackRock's flagship private credit fund received redemption requests totaling 13.3% of fund assets, up from 9.3% in the first quarter. BlackRock has indicated it will continue to honor only up to 5% of redemption requests per quarter. Blackstone is facing a similar situation. Investors requested redemptions equal to roughly 10% of fund assets, and the firm also appears committed to maintaining its 5% quarterly redemption limit. Cliffwater may be facing the greatest pressure. Its $31 billion private credit fund received redemption requests totaling 17% of fund assets, far above the amount investors can currently withdraw and higher than the roughly 14% that was requested in Q1. Private credit funds have been dealing with a number of challenges, including rising loan losses, fraud concerns, and significant exposure to software companies. Many software businesses are facing pressure as investors question how artificial intelligence could impact their future growth and profitability. During BlackRock's last earnings call, CEO Larry Fink stated that institutional investors such as pension funds and insurance companies continue to allocate capital to private credit strategies. I don't want to call the man a liar, but it does seem strange that with all the problems that private credit is having I would think institutional funds would also be pulling back from investing. One would expect at least some institutional investors to become more cautious as risks increase. What concerns me most is the continued use of redemption gates. The longer funds limit withdrawals to 5% per quarter, the more investors may worry about liquidity. That concern can become self-reinforcing, leading more investors to submit redemption requests. If that happens, redemption demand could continue to rise in future quarters, creating additional pressure on the industry. Investors Turn a Blind Eye to Fundamentals For many years, successful investing was built on analyzing company fundamentals. Today, however, there is a growing trend toward speculation and gambling. Many investors simply do not seem to care about valuation or earnings and instead believe stocks will continue to go "to the moon." Tesla is a good example. Three years ago, Wall Street analysts projected that Tesla would generate $163 billion in revenue by 2025. The actual figure came in far lower at $94.8 billion, more than 40% below expectations. Historically, missing growth expectations by such a wide margin would have been a major disappointment for investors. Yet Tesla shares have risen roughly 59% over the last three years despite falling well short of those revenue projections. There are other signs of speculation throughout the market. Thirteen years ago, there were only 39 private companies valued at more than $1 billion. Today, there are over 800. This trend highlights two important developments. First, private companies are staying private much longer, allowing early investors to capture a greater share of the value creation before public investors have an opportunity to participate. Second, investors are assigning much higher valuations to these businesses, many of which have little or no earnings and, in some cases, no positive cash flow at all. Markets can remain driven by optimism for long periods of time, but eventually fundamentals matter. The challenge for investors is determining when sentiment and speculation have pushed prices too far ahead of reality. Headlines Say Crisis, Economic Data Says Otherwise The economy continues to show surprising resilience despite concerns surrounding higher energy prices and the conflict involving Iran. Many investors expected consumers to pull back as gasoline prices surged and headlines focused on geopolitical risks. Instead, economic data suggests the U.S. consumer remains in good shape. Retail sales in May rose 6.9% from the prior year, exceeding expectations and demonstrating that consumers are still willing to spend despite higher fuel costs. Even excluding gasoline stations, retail sales increased 5.4%, showing that spending strength was broad-based rather than simply a reflection of higher energy prices. Online sales, clothing purchases, restaurant spending, and other discretionary categories all contributed to the gains. Housing is also showing signs of stabilization. Pending home sales, which measure signed contracts on existing homes, rose 3.8% in May to the highest level in six months. The increase was well above economist expectations and marked a 4.8% improvement from a year ago. What makes these numbers particularly impressive is that they occurred while mortgage rates remained above 6% and energy prices were elevated because of Middle East tensions. Buyers and consumers appear to be adapting to a higher-rate environment rather than waiting indefinitely for lower borrowing costs. This does not mean there are no risks. Higher energy prices act like a tax on consumers, and housing affordability remains a challenge. However, the latest retail sales and housing data suggest the economy is far from rolling over. For investors, this is another reminder that economic fundamentals often matter more than headlines. While markets may focus on wars, oil prices, and geopolitical uncertainty, consumers are still spending, homes are still being purchased, and the economy continues to move forward. The Most Important Part of the Fed Meeting Wasn't the Rate Decision The Federal Reserve's June meeting marked one of the biggest shifts in Fed communication and leadership in decades. As expected, the Fed left interest rates unchanged at 3.50%-3.75%, but the details beneath the surface were far more important. For the first time since 1951, a former Fed chair will remain on the Board after stepping down as chairman. Jerome Powell's decision to stay on as a governor creates an unusual dynamic as new Chairman Kevin Warsh begins reshaping the institution. Historically, outgoing Fed chairs have typically left the Board when their chairmanship ended. Warsh wasted little time signaling change. The Fed announced five new task forces that will review key aspects of monetary policy and Federal Reserve operations, including inflation frameworks, the Fed's balance sheet, its reliance on data sources, and productivity and jobs and the impact of artificial intelligence and other transformative technologies. The reviews are expected to produce recommendations later this year and could shape how the Fed operates for years to come. Perhaps the most noticeable change was the Fed statement itself. The policy statement was significantly shortened and went from above 300 words recorded in recent meetings to around 130 wors. It also removed much of the forward-looking language that investors had grown accustomed to under previous leadership. Language that suggested a bias toward future rate cuts was eliminated, reflecting a more data-dependent and less guidance-driven approach. The updated projections were also more hawkish than many expected. Nine of the 18 policymakers who submitted forecasts now expect at least one rate hike before year-end, while the other nine see rates remaining unchanged or moving lower. The result is a Fed that appears deeply divided on the path forward as inflation remains above target. Another major headline came from Warsh himself. Only 18 of the Fed's 19 policymakers submitted a forecast in the quarterly dot plot, with Warsh confirming that he did not provide one. As a long-time critic of forward guidance, Warsh appears to be signaling that the Fed may gradually move away from one of Wall Street's most closely watched communication tools. Half of the committee is worried inflation remains too high and believes rates may need to move higher. The other half sees little need for additional tightening. This sets the stage for Warsh's hope for a “family fight” as he believes more disagreement will lead to a better discussion so the Fed can finally deliver on price stability. While the rate decision itself was unanimous, the projections revealed a growing divide beneath the surface. The takeaway is clear: while rates didn't move, the Federal Reserve did. A shorter statement, less forward guidance, a chairman who won't publish his own rate forecast, five new policy task forces, and a committee split down the middle on the direction of rates all point to a Federal Reserve that looks very different than it did just a few months ago. The era of predictable Fed communication may be ending, and markets will have to adjust. Financial Planning: Give More, Pay Less with Appreciated Stock One of the most tax-efficient ways to support a favorite charity or church is by donating appreciated stock instead of cash. When stock that has been held for more than one year is gifted directly to a qualified charity, the charity receives the full market value of the shares and can sell them without paying tax because it is a tax-exempt organization. The donor generally receives the same charitable income tax deduction they would have received had they donated cash, while also avoiding the realization of any capital gain. For example, if someone is considering donating either $50,000 of cash or $50,000 of appreciated stock, the charity receives the same economic benefit in either case, $50,000 that can be used to further its mission. Likewise, the donor generally receives the same $50,000 itemized charitable deduction. The difference is that if the stock was originally purchased for $20,000, donating the shares allows the donor to avoid recognizing the $30,000 capital gain. If the donor still wants to own the investment, they can use the cash that otherwise would have been donated to repurchase the shares, effectively increasing their cost basis from $20,000 to $50,000 and reducing future taxable gains. Companies Discussed: Accenture plc (ACN)
Financial market infrastructure is often invisible to investors, yet it powers every trade, settlement, and ownership record across capital markets. As technology evolves, tokenization is emerging as a new way to represent and transfer financial assets, raising questions about how markets may operate in the future.In this episode of The Bid, Oscar Pulido speaks with Rob Goldstein, Chief Operating Officer at BlackRock. They discuss what tokenization means in practice, how it differs from cryptocurrencies, and why digital assets are drawing increased attention from investors, institutions, and policymakers.The conversation explores how tokenization could improve access, efficiency, and connectivity across financial markets. Rob also shares his perspective on the coexistence of traditional financial systems and digital assets, the role of digital wallets, and the regulatory developments that could shape adoption in the years ahead.Key insights:· How tokenization creates digital representations of financial assets· Why tokenization differs from cryptocurrencies and Bitcoin· How digital wallets could expand access to capital markets· Why traditional finance and digital assets may coexist· What role blockchain technology plays in financial infrastructure· How regulation could influence the future of tokenized markets
Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing old systems, but building new infrastructure at scale for a growing economy.In this episode of The Bid, host Oscar Pulido speaks live from Ecosperity in Singapore with Salim Samaha, Global Head of Energy at Global Infrastructure Partners, a part of BlackRock, and Heidi Yip, Head of Sustainable and Transition Solutions for Asia Pacific at BlackRock. Together, they discuss how the infrastructure opportunity is evolving globally, why Asia's transition differs from Western markets, and where investors are seeing momentum across renewables, grids, storage, and system flexibility. Key insights include:· How Asia's infrastructure build-out differs from Western markets· Why energy security is becoming inseparable from the energy transition· Where capital is flowing across renewables, grids, storage, and interconnection· How public-private partnerships can help mobilize transition finance· Why execution bottlenecks, permitting, and offtake frameworks remain critical· Where AI, innovation, and rising demand may reshape future infrastructure needsKey moments:00:00 Asia Infrastructure Boom01:06 Live From EcoSperity03:16 Energy Transition Now04:20 Southeast Asia Grid Challenge06:43 West vs Asia Reality Check08:58 How APAC Investors Deploy Capital11:26 Scaling Projects and Labor Crunch13:17 Where Capital Flows and Bottlenecks15:13 Five Year Outlook and Innovation17:23 Wrap Up and Disclosures
Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing old systems, but building new infrastructure at scale for a growing economy.In this episode of The Bid, host Oscar Pulido speaks live from Ecosperity in Singapore with Salim Samaha, Global Head of Energy at Global Infrastructure Partners, a part of BlackRock, and Heidi Yip, Head of Sustainable and Transition Solutions for Asia Pacific at BlackRock. Together, they discuss how the infrastructure opportunity is evolving globally, why Asia's transition differs from Western markets, and where investors are seeing momentum across renewables, grids, storage, and system flexibility. Key insights include:· How Asia's infrastructure build-out differs from Western markets· Why energy security is becoming inseparable from the energy transition· Where capital is flowing across renewables, grids, storage, and interconnection· How public-private partnerships can help mobilize transition finance· Why execution bottlenecks, permitting, and offtake frameworks remain critical· Where AI, innovation, and rising demand may reshape future infrastructure needsKey moments:00:00 Asia Infrastructure Boom01:06 Live From EcoSperity03:16 Energy Transition Now04:20 Southeast Asia Grid Challenge06:43 West vs Asia Reality Check08:58 How APAC Investors Deploy Capital11:26 Scaling Projects and Labor Crunch13:17 Where Capital Flows and Bottlenecks15:13 Five Year Outlook and Innovation17:23 Wrap Up and Disclosures
ETFs in Asia have grown significantly since the global financial crisis, but their role is changing. What began as a way to access markets is now expanding into broader portfolio applications as investors face more complex market conditions.In this episode of The Bid, Oscar Pulido speaks with Christian Obrist, Head of iShares Distribution in Asia, and Nick Peach, Head of iShares Asia Pacific at BlackRock. They discuss how ETF usage in the region has developed and how investors are applying them across different strategies.The conversation explores how education has shifted from fundamentals to advanced use cases, including liquidity management, tactical allocation, and operational efficiency. It also highlights the role of digital investors, the importance of local market development, and how ETFs are becoming more integrated into portfolio construction.Key moments in this episode00:00 Introduction02:15 How ETF usage in Asia has moved beyond market access03:55 Why ETF investor education is shifting toward advanced applications05:15 Active ETFs and Efficiency06:43 Asia Ecosystem Differences07:40 How digital investors are influencing ETF adoption08:59 Why local market listings matter for ETF accessibility11:27 How ETFs are becoming more integrated into portfolio construction13:52 Asia Weekend Travel Picks15:05 Wrap Up and DisclosuresSources: BlackRock client Survey May 2026
Bitcoin just crashed below $70,000 - falling 3.8% overnight to $69,446 - as $766 million in liquidations cascaded through the leveraged complex and BlackRock's IBIT extended its outflow streak to 10 straight days, with the ETF complex now hemorrhaging $2.4 billion since May 18 alone. Add Michael Saylor's stunning 32 BTC sale (Strategy's first since the FTX collapse in 2022, used to fund STRC dividends), the Fear & Greed Index crashing into "Extreme Fear" at 23, ongoing US-Iran escalation, and growing speculation that Larry Fink is suppressing prices through sustained institutional redemptions — and today's setup looks like the cleanest capitulation we've seen this cycle. We break down what's actually driving the selloff, whether the BlackRock bleed is structural or temporary, what Saylor's "Never Sell" reversal means for the rest of the treasury company space, and what catalysts could stop the bleeding before $65,000 comes into play. Learn more about your ad choices. Visit megaphone.fm/adchoices
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,
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 (5/20/26). 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":"v77yy2u","div":"rumble_v77yy2u"}); Source Links (In Chronological Order): Sean Hannity to Kash Patel: 'You're Doing an Incredible Job' (20) TheTexasOne on X: "@FBIDirectorKash @MissionLadyona For the nothing is happening crowd here you go! Great work" / X (20) FBI Director Kash Patel on X: "
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
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 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
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.
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
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
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.
──────────────────────────────────────── [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.
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.
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