Podcasts about Liberation Day

Of all the people I've interviewed since launching this Thoughtful Money channel, today's guest's portfolio management track record has been spookily accurate.The last time I interviewed, which was back in mid-March, he had drastically reduced his long positions and declared himself "ragingly bearish".And in the weeks that followed, the S&P plunged nearly 700 points to the post-Liberation Day lows.So, how is he feeling about the markets now?To find out, we'll ask the man himself.We're very fortunate to welcome back to the program Darius Dale, CEO of 42 Macro—a top Wall Street leading macro forecasting and market timing service.Darius thinks that current economic growth estimates are far too low and that, as a result, stocks will be forced to reprice higher as an 'explosive' bull market is born.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bullmarket #stocks #investing _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

The latest FOX News poll results show 79% of Americans do believe Iran poses a serious threat, with 78% saying they are “extremely worried about Iran acquiring a nuclear bomb.” President Trump has stressed that while he is not angling for U.S. involvement and he would have preferred they just signed a fair nuclear deal, he firmly believes we cannot allow Tehran to have a nuclear weapon. In two weeks' time, his administration will make a decision on U.S. involvement. FOX News Sunday anchor Shannon Bream joins to discuss the political repercussions of the President's decision in the Middle East. The stock market has recovered from April's big tariff-related plunge, but now there is new uncertainty for Wall Street to focus on when it comes to the Iran-Israel conflict in the Middle East. President of Kaltbaum Capital Management and FOX Business contributor Gary Kaltbaum joins to break down the miraculous recovery made by American businesses in the wake of “Liberation Day” tariffs and the market's resiliency so far in the face of escalations in the Middle East. Don't miss the good news with Tonya J. Powers. Plus, commentary from the host of “Tomi Lahren is Fearless on Outkick,” Tomi Lahren. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

The latest FOX News poll results show 79% of Americans do believe Iran poses a serious threat, with 78% saying they are “extremely worried about Iran acquiring a nuclear bomb.” President Trump has stressed that while he is not angling for U.S. involvement and he would have preferred they just signed a fair nuclear deal, he firmly believes we cannot allow Tehran to have a nuclear weapon. In two weeks' time, his administration will make a decision on U.S. involvement. FOX News Sunday anchor Shannon Bream joins to discuss the political repercussions of the President's decision in the Middle East. The stock market has recovered from April's big tariff-related plunge, but now there is new uncertainty for Wall Street to focus on when it comes to the Iran-Israel conflict in the Middle East. President of Kaltbaum Capital Management and FOX Business contributor Gary Kaltbaum joins to break down the miraculous recovery made by American businesses in the wake of “Liberation Day” tariffs and the market's resiliency so far in the face of escalations in the Middle East. Don't miss the good news with Tonya J. Powers. Plus, commentary from the host of “Tomi Lahren is Fearless on Outkick,” Tomi Lahren. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

What's going to happen in this Middle East crisis? The fact that no one knows is the key point for investors grappling with an exceptionally fluid situation.In this week's podcast, Group Chief Economist Neil Shearing explores the scenarios we've outlined so clients can assess how the Israel-Iran conflict could unfold. He also draws a distinction between risk and uncertainty – a critical distinction that matters when trying to understand the implications of global crises like this one.Jonas Goltermann, our Deputy Chief Markets Economist, joins to explain how markets have been reacting and what kind of volatility to expect as decisions near on US involvement in Israeli strikes, the imposition of ‘Liberation Day' tariffs, and a crucial vote on US tax cuts in the Senate.Also in this episode, Kiran Raichura, our Chief Commercial Real Estate Economist, previews our new Asia-Pacific CRE coverage, explains why we're expanding now, what clients can expect, and what our early analysis says about the region's investment recovery.Analysis and events referenced in this episode:Read: Mapping out Israel-Iran conflict scenariosKey Issue: Iran-Israel conflictDrop-In: Russia's rising macro and market risks as war drags onRoundtable: Opportunities and risks in the shadow of US trade protectionism

Michael Shaoul discusses what could come out of the G7 meeting, although he's not sure it will “matter that much.” The big question he sees is whether the U.S. gets frustrated and replays ‘Liberation Day', or whether they're willing to prolong trade negotiations. He thinks oil is “perfectly sustainable” for now despite recent supply hits. He also doesn't expect a rate cut from the Fed this week. In the meantime, he points out opportunities he sees for traders' portfolios.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

President Donald Trump's much anticipated ‘Liberation Day' sent global markets into a tizzy in April, but how did private credit firms react?During what we have termed the ‘Deliberation Days' of Q1, private credit investors were scrambling to mitigate potential tariff risks as best they could but they were also on the offensive.Elijah Jackson's latest quarterly report on the state of the market, ‘Good Deal Hunting', is aptly titled as direct lenders did not shy away from stealing BSL marketshare during the period. And PC firms were also able to pick up an extra 25bps of spread on average — how d'ya like them apples?David Brooke, 9fin's private credit editor, sat down with Elijah on this week's episode of Cloud 9fin to unpack some of the wicked smart moves that lenders made.Have any feedback on the podcast? Send us a note at podcast@9fin.com — thanks for listening!

Max Castelli, head of strategy for sovereign institutions at UBS Asset Management, joins Yara Aziz, economist at OMFIF, to unpack the global reserve response after 2 April – a date proclaimed by President Donald Trump as Liberation Day. They dive into US policy shifts, the dollar's evolving role, rising demand for gold and whether Europe is finally ready to take the lead. 

U.S. President Donald Trump famously tweeted during his first term, “Trade wars are good, and easy to win.” But the record of the trade war that Trump started with his so-called Liberation Day tariffs in early April suggests that things are a bit more complicated.  In an essay for Foreign Affairs appropriately titled, “Trade Wars Are Easy to Lose,” the economist Adam Posen argues that the United States has a weaker hand than the Trump administration believes. That's especially true when it comes to China, the world's second-largest economy and perhaps the real target of Trump's trade offensive. “It is China that has escalation dominance in this trade war,” Posen writes. “Washington, not Beijing, is betting all in on a losing hand.” Dan Kurtz-Phelan spoke to Posen, who is president of the Peterson Institute for International Economics, on June 9 about the short- and long-term effects of Trump's tariffs and the economic uncertainty they've caused, about what it would take to constructively remake the global economy, and about the growing risks to the United States' economic position at an especially dangerous time. You can find sources, transcripts, and more episodes of The Foreign Affairs Interview at https://www.foreignaffairs.com/podcasts/foreign-affairs-interview.

"Traders shoulder be feeling optimistic," says Jeff Schulze on the current market conditions. He believes the CPI inflation data offers a "really good dynamic" for investors while opening the door for more FOMC interest rate cuts. Jeff initially saw recession risk around Liberation Day, but now expects an economic reacceleration. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

This Day in Legal History: People v. Ruggles and the Transposition of a “Common Law Crime”On June 11, 1811, the New York Supreme Court of Judicature decided People v. Ruggles, a seminal case in early American constitutional law and one of the rare recorded convictions for blasphemy in U.S. history. John Ruggles was convicted for publicly declaring in a tavern that “Jesus Christ was a b*****d and his mother must be a w***e,” and was sentenced to three months in jail and fined $500. What made the decision historically significant was Chancellor James Kent's justification: he upheld the conviction by transposing the English common law crime of blasphemy into American jurisprudence, despite the existence of a state constitutional provision protecting religious freedom.Kent argued that the free exercise clause of the New York Constitution—similar to the First Amendment—guaranteed religious tolerance but did not protect speech deemed immoral or dangerous to public order. He defined blasphemy as “maliciously reviling God, or religion,” and asserted that Americans, like the English, required religion-based moral discipline to maintain social cohesion. Crucially, Kent held that blasphemy applied only to Christianity, stating that “we are a Christian people,” and that moral and legal norms in the U.S. were “ingrafted upon Christianity.”This decision represented a foundational moment in American law by carrying forward a religiously grounded common law principle into a supposedly secular, constitutional framework. Kent cited Sunday observance laws and other religious references in law as evidence that Christianity remained embedded in the legal culture. He acknowledged tolerance for other religions but did not extend legal protection to speech critical of Christianity.The decision aligned with Justice Joseph Story's later view that Christianity underpinned American common law, but stood in contrast to the secularist interpretation advanced by figures like Thomas Jefferson. Though Kent's reasoning carried weight in his era, it would eventually lose ground. In Burstyn v. Wilson (1952), the U.S. Supreme Court effectively invalidated blasphemy laws, ruling that speech critical of religion was protected under the First Amendment.A federal appeals court has ruled that President Trump's sweeping tariffs may remain in effect while legal challenges to their legality proceed. The U.S. Court of Appeals for the Federal Circuit in Washington, D.C. paused a lower-court decision that found Trump exceeded his authority by invoking the International Emergency Economic Powers Act (IEEPA) to impose tariffs. The court called the matter one of “exceptional importance” and took the rare step of assigning it to the full 11-judge panel, with oral arguments scheduled for July 31.The tariffs in question include broad duties on imports from most U.S. trading partners—nicknamed “Liberation Day” tariffs—as well as separate levies targeting Canada, China, and Mexico. Trump has claimed that the tariffs are justified under IEEPA due to threats like fentanyl trafficking and the ongoing trade deficit. Critics argue these are not legitimate emergencies under the law and that only Congress has the constitutional power to impose tariffs.The original ruling striking down the tariffs came from the U.S. Court of International Trade on May 28, in lawsuits brought by five small businesses and twelve states led by Oregon. That court found Trump's use of IEEPA overreached presidential authority and misapplied a law designed for national emergencies. While disappointed by the stay, the plaintiffs emphasized that no court has yet upheld Trump's broad claims under IEEPA.Trump tariffs may remain in effect while appeals proceed, US appeals court rules | ReutersThe U.S. Department of Justice (DOJ) recently dismissed two more employees who were involved in investigations concerning President Trump, bringing the total number of terminations related to those probes to 17 since Trump's return to power in January. One of the fired individuals had served as a lawyer on Special Counsel Jack Smith's team and previously prosecuted defendants involved in the January 6 Capitol attack. The other was a support staff member also tied to Smith's team. Attorney General Pam Bondi reportedly ordered the dismissals. Although both had been reassigned to other DOJ divisions prior to their termination, their past involvement with the Trump investigations was cited as the likely reason for their firing.Earlier, on January 27, 14 attorneys were dismissed at once due to their work on Trump-related cases. In April, a longtime public affairs official who had represented Smith's team was also let go. The DOJ has not officially commented on the recent terminations. Trump has persistently claimed that the Justice Department unfairly targeted him for political reasons, though Smith's team consistently rejected that narrative in court. These firings raise new concerns about political influence over the DOJ's personnel decisions.US Justice Department fires two tied to Trump probes, people familiar say | ReutersA group of Tesla owners in France has filed a lawsuit against the automaker, claiming that CEO Elon Musk's public behavior and political alignments have caused them reputational harm. Represented by law firm GKA, about ten leaseholders are asking the Paris Commercial Court to cancel their vehicle contracts and recover legal costs. They argue that Tesla cars, once seen as eco-friendly innovations, are now perceived as far-right symbols due to Musk's vocal support for Donald Trump and Germany's far-right AfD party.The plaintiffs allege that Musk's political affiliations and controversial gestures—such as one during Trump's inauguration that was likened online to a Nazi salute because it was absolutely a Nazi salute—have made Tesla ownership socially and professionally damaging. The group also cites Musk's involvement in the Department of Government Efficiency (DOGE), a Trump-backed initiative to reduce public spending, as further evidence of his deep political entanglements. Public backlash against Musk has included protests and vandalism at Tesla showrooms across Europe and the U.S.This lawsuit comes amid declining Tesla sales in Europe, where customers are increasingly turning to competitively priced Chinese EVs. GKA emphasized that its clients purchased Tesla vehicles for their environmental and technological appeal, not as political statements. Tesla has not yet responded to the lawsuit. Musk recently acknowledged regretting some of his remarks on X, the platform he owns, after a public dispute with Trump.Some French Tesla drivers file lawsuit over harm allegedly caused by Musk's behaviour | Reuters This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

P.M. Edition for June 10. A new report out from the World Bank says that the U.S. economy this year will slow to half of its 2024 growth rate, with global economic growth slowing more modestly. WSJ economics editor Paul Hannon talks about the drivers of the slowdown, and how it may change. Plus, as markets reeled in the days after President Trump announced his “Liberation Day” tariffs, lawmakers and their families traded stocks heavily, according to a WSJ analysis. We hear from Katy Stech Ferek, who covers Congress for the Journal, about how the rules around trades like these could change in the future. And we exclusively report that U.S. government agencies tracked Elon Musk's foreign visitors in 2022 and 2023. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Trump sends in the Devil Dogs to quell immigration riots. ft @truemattedwards Liberation Day saw massive congressional stock trading. Honest mom is ‘pissing off a lot of men' by explaining why many women have a low sex drive.

A so-called liberation day is going on in Los Angeles. They are being freed from the mass amounts of illegal immigrants, but they have faced some severe pushback thus far. Marc & Kim dive into the biggest stories of the day in The Shortlist.

Mike Armstrong and Paul Lane discuss U.S. and China try to undo devastating trade curbs. Inflation expectations declined across all horizons, NY Fed says. Lawmakers traded stocks heavily as Trump rolled out ‘Liberation Day' tariffs. Moody's sounds alarm on private funds for individuals. A college degree is no longer a risk-free investment.

Our analysts Betsy Graseck, Manan Gosalia and Ryan Kenny discuss the major discussions they expect to highlight Morgan Stanley's upcoming U.S. Financials conference.Read more insights from Morgan Stanley.----- Transcript -----Betsy Graseck: Welcome to Thoughts on the Market. I'm Betsy Graseck, Morgan Stanley's U.S. Large Cap Bank Analyst and Morgan Stanley's Global Head of Banks and Diversified Finance Research. Today we take a look at the key debates in the U.S. financials industry. It's Monday, June 9th at 10:30am in New York.Tomorrow Morgan Stanley kicks off its annual U.S. Financials Conference right here in New York City. We wanted to give you a glimpse into some of the most significant themes that we expect will be addressed at the conference. And so, I'm here with two of my colleagues, Manan Gosalia, U.S. Midcap Banks Analyst, and Ryan Kenny, U.S. Midcaps Advisor Analyst.Investors are grappling with navigating economic uncertainty from new tariff policies, inflation concerns, and immigration challenges – all of which impacts financial growth and credit quality. On the positive side, they are also looking closely at regulatory shifts under the Trump administration, which could ease banking rules for the first time since the Great Financial Crisis.Let's hear what our experts are expecting. Manan, ahead of the conference, what key themes do you expect mid-cap banks will highlight?Manan Gosalia: So, there are three key themes that we've been focused on for the mid-cap banks: loan growth, net interest margins, and capital. So, first on loan growth. Loan growth for the regional banks has been fairly tepid at about 2 to 3 percent year-on-year, and the tone from bank management teams has been fairly mixed in the April earning season that followed the tariff announcements on April 2nd. Some banks were starting to see the uncertainty weigh on corporate decision making and borrowing activity, while others were only seeing a slow down in some parts of their portfolio, with a pickup in other parts. Now that we've had two months to digest the announcements and several more positive developments on tariff negotiations, we expect that the tone from bank management teams will be more positive. Now, we don't expect them to say growth is accelerating, but we do expect that they will say loan growth is holding up with strong pipelines. On the second topic, net interest margins, we expect to hear that there is still room for margin expansion as we go through this year. And that's coming in two places, particularly as bank term deposits continue to reprice lower. And then the back book of fixed rate loans and securities, essentially assets that were put on the books four to five years ago when rates were a lot lower, are now rolling over at today's higher rates. Betsy Graseck: So, is the long end of the curve going up a good thing?Manan Gosalia: Yes, for net interest margins. But on the flip side, the tenure going up is slightly negative for bank capital. So that brings me to my third theme. The regional banks are overall in a much better place on capital than they were two years ago. Balance sheets have improved. Capital levels remain solid across the sector. But the recent increase in the long end of the curve is marginally negative for capital, given that there will be a higher negative mark on securities that banks hold. But we believe that higher capital levels that regional banks have accumulated over the past couple of years will help cushion some of these negative marks, and we don't expect the recent shift in the tenure will have a meaningful impact on bank capital plans.Betsy Graseck: So, the increase in the 10-year pulls down capital a little bit, but not enough to trip any regulatory minimums?Manan Gosalia: Correct.Betsy Graseck: So, all in the 10-year yield going up is a good thing?Manan Gosalia: It's slightly negative, but I would expect it does not impact bank growth plans. Betsy Graseck: Okay. All in, what's the message from mid-cap banks?Manan Gosalia: All in, I would expect the tone to be a little more positive than the banks had at April earnings.Betsy Graseck: Excellent. Thanks so much, Manan. Ryan, what about you? What are you expecting mid-cap advisors will say?Ryan Kenny: So, I think we'll hear a lot about the trends in M&A. And when we last heard from investment bank management teams during April earnings, the messaging was more cautious. We heard about M&A deals being paused as companies processed the Liberation Day tariffs, and a small number of deals being pulled. Tomorrow at our conference, expect to hear a measured but slightly improved tone. Look, there's still a lot of uncertainty out there, but what's changed since April is the fact that the U.S. administration is flexing in response to markets. So that should help shore up more confidence needed to do deals, and there's tremendous pent-up demand for corporate activity. Over the last three years – so 2022 to 2024 – M&A volumes relative to nominal GDP have been running 30 to 40 percent below three-decade averages. Equity capital markets volumes 50 to 60 percent below average. There is tremendous need for private equity firms to exit their portfolio investments and deploy $4 trillion of dry powder that has accumulated and also structural themes for corporates – like the need for AI capabilities, energy and biotech consolidation and reshoring – that should fuel mergers as a cycle gets going.So, I think for this group, the message will likely be: April and May – more challenged from a deal flow perspective; but back up of the year, you should start to expect some improvement.Betsy Graseck: So slightly improved tone…Ryan Kenny: Slightly improved. And one of the other really interesting themes that the investment banks will talk about is the substantial growth of private capital advisory.So, this is advising private equity funds and owners on capital raising, liquidation, including secondary transactions and continuation funds. And what will be interesting is how the clients set here is growing. We've seen this quarter, major universities, some local governments that increasingly need liquidity and they're hiring investment banks to advise on selling private equity fund interests.It's really going to be a great discussion because private capital advisory is a major growth area for the boutique investment banks that I cover.Betsy Graseck: How big of a sleeve do you think this could become – as big as M&A outright?Ryan Kenny: Probably not as big as M&A outright, but significant. And it helps give the investment banks' relationships with financial sponsors who are active on the M&A front. So, it can be a share gain story.So, Betsy, what about you? You cover the large cap banks. What do you expect to hear?Betsy Graseck: Well, before I answer that, I do want to just put a pin on it.So, you're saying that for your coverage Ryan, we have some green shoots coming through...Ryan Kenny: Yeah, green shoots and more positive than in April.Betsy Graseck: And Manan on your side? Same?Manan Gosalia: A little bit more of a positive than April earnings, but more of the same as we heard at the start of the year.Betsy Graseck: Okay. Going back to the future then, I suppose we could say. Excellent. Well on large cap banks, I do expect large cap banks will be reflecting some of the same themes that you both just discussed. In particular, you know, we'll talk about IPOs. IPOs are holding up. We look at IPOs where we had 26 IPOs in the past week alone.That's up from 22 on average year-to-date in 2025. And I do think that the large cap banks will highlight that capital market activity is building and can accelerate from here, as long as equity volatility remains contained. By which we mean VIX is at 20 or below. And with capital market activity should come increased lending activity. It's very exciting. What's going on here is that when you do an M&A, you have to finance it, and that financing comes from either the bond market or banks or private credit. M&A financing is a key driver of CNI loan growth. A lot of people don't know that. And CNI loan growth, we do think will be moving from current levels of about 2 percent year-on-year, as per the most recent Fed H.8 data to 5 percent as M&A comes through over the next year plus. And then the other major driver of CNI loans is loans to non-depository financial institutions, which is also known as NDFI Loans. NDFI loans have been getting a lot of press recently. We see this as much ado about reclassification. That said, investors are asking what is the risk of this book of business? Our view is that it's similar to overall CNI loan risk, and we will dig into that outlook with managements at the conference. It'll be exciting. Additionally, we will touch on regulation and how easing of regulation could change strategies for capital utilization and capital deployment. So, you want to have an ear out for that. Well, Manan, Ryan, it's been great speaking with you today.Manan Gosalia: Should be an exciting conference.Ryan Kenny: Thanks for having us on.Betsy Graseck: And thanks for listening everyone. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

On April 2, 2025, “Liberation Day,” President Donald J. Trump presented the world with his list of tariffs to be applied to virtually all nations. This was the climax of a process that he had begun a couple of weeks before. He aimed to reduce the annual trade deficit that the United States has endured for years.

On April 2, 2025, “Liberation Day,” President Donald J. Trump presented the world with his list of tariffs to be applied to virtually all nations. This was the climax of a process that he had begun a couple of weeks before. He aimed to reduce the annual trade deficit that the United States has endured for years.

On April 2, 2025, “Liberation Day,” President Donald J. Trump presented the world with his list of tariffs to be applied to virtually all nations. This was the climax of a process that he had begun a couple of weeks before. He aimed to reduce the annual trade deficit that the United States has endured for years.

2/2: TARIFFS; WHAT'S WRONG WITH THE CIT DECISION THAT LIBERATION DAY IS UNCONSTITUTIONAL? JOHN YOO, CIVITAS INSTITUTE SCOTUS 1876 

1/2: TARIFFS; WHAT'S WRONG WITH THE CIT DECISION THAT LIBERATION DAY IS UNCONSTITUTIONAL? JOHN YOO, CIVITAS INSTITUTE 1905 SCOTUS 

Good evening: The show begins in Istanbul where Ukraine and Russia exchange profoundly mutually unacceptable memos of their war aims. 1945 BERLIN CBS EYE ON THE WORLD WITH JOHN BATCHELOR FIRST HOUR 9:15-9:30 1/2: Ukraine: Unviable memorandums. Anatol Lieven, Quincy Institute. 9:30-9:45 2/2: Ukraine: Unviable memorandums. Anatol Lieven. 9:45-10:00 1/2: Tariffs; What's wrong with the CIT decision that Liberation Day is unconstitutional? John Yoo, Civitas Institute. 10:00 2/2: Tariffs; What's wrong with the CIT decision that Liberation Day is unconstitutional? John Yoo, Civitas Institute. SECOND HOUR 10:00-10:15 Israel: Gaza aid. Malcolm Hoenlein @conf_of_pres @mhoenlein1. Ambassador Yechiel Leiter. 10:15-10:30 Iran: Trump administration jaw jaw. David Albright, Malcolm Hoenlein @conf_of_pres @mhoenlein1. 10:30-10:45 Antisemitism: Ananda and Australia campus tragedy. Deputy Foreign Minister Sharren Haskel. Malcolm Hoenlein @conf_of_pres @mhoenlein1. 10:45-11:00 Iran: The head of the snake. Jonathan Ruhe, JINSA. Malcolm Hoenlein @conf_of_pres @mhoenlein1. THIRD HOUR 11:00-11:15 #NewWorldReport: Mexico under Morena. Latin American Research Professor Evan Ellis, U.S. Army War College Strategic Studies Institute. @revanellis #newworldreportellis 11:15-11:30 #NewWorldReport: Peru troubles. Latin American Research Professor Evan Ellis, U.S. Army War College Strategic Studies Institute. @revanellis #newworldreportellis 11:30-11:45 #NewWorldReport: Bukele of El Salvador. Latin American Research Professor Evan Ellis, U.S. Army War College Strategic Studies Institute. @revanellis #newworldreportellis 11:45-12:00 Suriname: The good news. #NewWorldReport: Latin American Research Professor Evan Ellis, U.S. Army War College Strategic Studies Institute. @revanellis #newworldreportellis FOURTH HOUR 12:00-12:15 AI: Reducing headcount. #ScalaReport: Chris Riegel CEO, Scala.com @stratacache. 12:15-12:30 Mexico: Return of PRI as Morena. Mary Anastasia O'Grady, WSJ. 12:30-12:45 1/2: #Hotel Mars: Casey Dreier, Planetary Society. David Livingston: NASA in retreat from JPL. 12:45-1:00 AM 2/2: #Hotel Mars: Casey Dreier, Planetary Society. David Livingston: NASA in retreat from JPL.

On April 2, 2025, “Liberation Day,” President Donald J. Trump presented the world with his list of tariffs to be applied to virtually all nations. This was the climax of a process that he had begun a couple of weeks before. He aimed to reduce the annual trade deficit that the United States has endured for years.

In this episode of Good Morning Liberty, hosts Nate Thurston and Charles Thompson dive into the Dumb Bleep of the Month for April and May 2025. They cover a variety of absurd and controversial topics including Trump's Liberation Day tariff announcement, Douglas Murray vs. Dave Smith debate, Bill Burr's inaccurate economic takes, Misfit Patriot's genocidal comments, and much more. Join them as they humorously unpack the dumbest events of the past two months, featuring mariachis in the Texas House, shocking Biden revelations, and a showdown between Trump and Thomas Massie. Buckle up for a mix of laughter and facepalms!   (00:00) Intro (02:12) April's Dumb Bleep Nominees (09:57) Debate Highlights: Douglas Murray vs. Dave Smith (14:32) Bill Burr's Economic Rant (23:51) Misfit Patriot's Controversial Statements (29:36) May's Dumb Bleep Nominees (35:01) Redistribution and White Fragility (35:51) African Development Foundation Scandal (43:16) Biden's Mental Acuity Revelations (50:48) Texas House and Property Taxes (55:04) Trump vs. Massie and Fiscal Policy (01:05:29) Conclusion and Recap   Links:   https://gml.bio.link/   YOUTUBE:   https://bit.ly/3UwsRiv   RUMBLE:   https://rumble.com/c/GML   Check out Martens Minute!   https://martensminute.podbean.com/   Follow Josh Martens on X:   https://twitter.com/joshmartens13   Join the private discord & chat during the show!   joingml.com   Bank on Yourself bankonyourself.com/gml   Get FACTOR Today! FACTORMEALS.com/factorpodcast     Good Morning Liberty is sponsored by BetterHelp! Rediscover your curiosity today by visiting Betterhelp.com/GML (Get 10% off your first month)     Protect your privacy and unlock the full potential of your streaming services with ExpressVPN. Get 3 more months absolutely FREE by using our link EXPRESSVPN.com/GML  

Elon Musk set off a grenade in conservative circles this week, trashing the one big, beautiful bill Trump has staked so much on. He didn't just throw shade — he called it a “disgusting abomination,” backed Rand Paul's $5 trillion deficit claim, and waved the American flag emoji as punctuation. This wasn't a random tweet. This was Musk choosing to detonate right as Speaker Mike Johnson is working the Senate hard to shepherd this bill into law. Johnson, for his part, did respond, claiming he had a 20-minute phone call with Musk where the topic never came up. But c'mon — that silence says a lot. Either Johnson's not telling the whole story, or Musk baited him. Neither looks great.The timing is brutal. Musk has been a reliable MAGA ally — hosting DeSantis's launch, reshaping Twitter into a free speech battleground, becoming a key donor and message amplifier. When he turns on your signature policy, it signals open season. And it's not just personal. Elon hates the EV credit phase-outs in the bill. He's furious about the AI regulatory overrides that strip individual from states like California. And his businesses, from SpaceX to Starlink, all have reasons to be wary of the bill's broader tech oversight. So what looked like a united conservative front just fractured — and it fractured loudly. This is the part of the process where fights get public. And loud. And weird.Politics Politics Politics is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Iowa and the 2024 RemapIt's moments like this that make me appreciate the Iowa caucus even more. Say what you will about the process — yes, it's clunky, yes, it can be exclusionary — but nobody works harder at retail politics than Iowans. I've been in diners, VFW halls, and school gyms across that state. These are folks who grill candidates, push policy details, and actually pay attention. Compare that to South Carolina, which Biden bumped to the front of the line for the Democratic primary. That move was clearly strategic — to avoid an early embarrassment — but it came at a cost. The engagement just isn't the same. You can walk into a bar in Manchester and get into a policy debate with a random guy sipping Busch Light. That's not happening in Columbia.Now, there's a window to fix it. With 2024 settled, both parties could realign the primary calendar — and they should. Let Iowa go first. Let New Hampshire follow. Put South Carolina third, Nevada fourth. Let people earn it. The current process is dominated by consultants who don't want surprises. But surprises are good. They shake things up. They reveal flaws. They test candidates in real-time, not just in sanitized TV town halls. If you want to know who can campaign in a blizzard, let 'em face a real one. Bring back the vetting. Bring back the grit.Deal Deadlines and Tiers of ImportanceThen there's the global chessboard. June marks the end of the 90-day tariff pause Trump announced on Liberation Day — his dramatic trade reset. That pause gave negotiators time to cut new deals, to defuse tensions. But with just weeks left, where are the deals? Trump hasn't sealed anything. Not with China. Not with India. Not with Vietnam, or Mexico, or even Taiwan. Instead, he's hosting white paper summits and showing off 2017 flashbacks. The branding is tight, but the substance is lagging.Look at the scoreboard. Ukraine was inching toward peace talks — then dropped a drone strike that disabled a third of Russia's bomber fleet. That doesn't scream “diplomatic breakthrough.” Gaza? The American-backed aid initiative is collapsing under mutual mistrust and unconfirmed shootings. We're left trying to guess which footage is real and which claims are propaganda. And while all this plays out, the trade environment remains stuck. Japan, South Korea, Australia — they're locked into frameworks that don't need rewriting. The real action would be a comprehensive tariff reset with Mexico or Vietnam, or a groundbreaking semiconductor pact with Taiwan. But so far, we're getting press releases, not treaties.So here's how I see it. You've got three tiers of trade potential. Tier 1: countries that matter symbolically — Canada, UK, the Netherlands. Deals here look good but don't move markets. Tier 2: mid-size powerhouses like South Korea, Japan, and Germany. All three matter for automotives, while South Korea and Japan both matter for their tech sectors. Finally, Tier 3 is where it counts: China, Mexico, Vietnam, Taiwan, India. If Trump can close one deal there, he regains the upper hand. If he can't, he enters the summer with big talk and no wins — just in time for Senate Democrats to go on offense. Time is ticking.Chapters00:00:00 - Intro00:03:10 - Elon Trashes the BBB00:08:09 - Iowa Caucus 00:11:24 - Trump Trade Tiers00:22:14 - Interview with Michael Cohen00:49:52 - Update00:50:33 - Big Beautiful Bill Senate Discussions00:53:05 - Jaime Harrison Comments00:55:08 - Trump China Trade Talks00:57:23 - Interview with Michael Cohen, con't.01:35:36 - Wrap-up This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.politicspoliticspolitics.com/subscribe

In this first episode in the President Trump's First 100 Days mini series, Kate and Ben discuss what executive orders President Trump signed in the first 100 days of his second term.Research/Resources:White House Executive Orders. https://www.whitehouse.gov/presidential-actions/executive-orders/. 20252025 Donald J. Trump Executive Orders. National Archives. https://www.federalregister.gov/presidential-documents/executive-orders/donald-trump/2025. 2025Donald Trump's executive orders and actions, 2025. Published in Ballotpedia website and available on https://ballotpedia.org/Donald_Trump%27s_executive_orders_and_actions,_2025“A running list of Trump's planned executive orders, actions, proclamations and legislation” by Lisa Kashinsky and Ben Johansen. Published in Politico website January 21, 2025 and available on https://www.politico.com/news/2025/01/21/trump-executive-orders-actions-proclamations-legislation-00199725“Tracking Trump's executive orders: What he's signed so far” by Avery Lotz. Published in Axios website January 28, 2025 and available on https://www.axios.com/2025/01/21/president-donald-trump-executive-orders-list “Executive Order 14168”. Published in Wikipedia last edited May 25, 2025 and available on https://en.wikipedia.org/wiki/Executive_Order_14168“Liberation Day tariffs”. Published in Wikipedia last edited May 31, 2025 and available on https://en.wikipedia.org/wiki/Liberation_Day_tariffs“National Emergency Concerning the Southern Border of the United States”. Published in Wikipedia last edited April 22, 2025 and available on https://en.wikipedia.org/wiki/National_Emergency_Concerning_the_Southern_Border_of_the_United_States “So far Congress has stayed out of Trump's way, but pressure tests lie ahead” by Susan Davis. Published in NPR website April 30, 2025 and available on https://www.npr.org/2025/04/30/g-s1-63360/first-100-days-congress-acquiesces-to-trump-but-pressure-tests-ahead "Marines and Soldiers Discharged for Refusing the COVID-19 Vaccine Show Limited Interest in Rejoining" by Lolita C. Baldor. Published in Military.com website March 5, 2025 and available on https://www.military.com/daily-news/2025/03/05/marines-and-soldiers-discharged-refusing-covid-19-vaccine-show-limited-interest-rejoining.html Check out our website at http://artofdiscussing.buzzsprout.com, on Facebook at Art of Discussing and on Instagram @artofdiscussing.Got a topic that you'd like to see discussed? Interested in being a guest on our show? Just want to reach out to share an opinion, experience, or resource? Leave us a comment below or contact us at info@artofdiscussing.com!! We'd love to hear from you! Keep Discussing!Music found on Pixabay. Song name: "Clear Your Mind" by Caffeine Creek Band"

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains how his outlook on earnings and valuations give him a constructive view on U.S. equities for the next 12 months.Read more insights from Morgan Stanley.----- Transcript -----Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll discuss where there is the most push back to our Mid-year outlook and why I remain convicted in our generally constructive view on U.S. equities for the next 12 months.It's Monday, June 2nd at 11:30am in New York.So, let's get after it.To briefly summarize our outlook, we have maintained our 6500 12-month price target for the S&P 500 this year despite what has been a very volatile first five months – both in terms of news flow and price action. Part of the reason we didn't change this view stems from the fact that we expected the first half to be challenging for U.S. stocks but to be followed by a more favorable second half. Much of this was related to our view that the new administration would pursue the growth negative part of their policy agenda first. This played out -- with their focus on immigration enforcement, spending cutbacks and tariffs. In addition to these policy adjustments, we also expected AI capex to decelerate in the first half after such fast growth last year. All of these factors conspired to weigh on both economic growth and earnings revisions.Second, the way in which tariffs were rolled out on Liberation Day was a shock to most market participants, including us, and served as the perfect catalyst for what can only be described as capitulation selling by many institutional investors. That capitulation has set the stage for the very reflexive snap back in equity prices that is also supported by a positive rate of change on policy, earnings revisions breadth, financial conditions and a weaker U.S. dollar.The main push back to our views centers on our constructive earnings outlook for high single digit growth both this year and next and our view that valuations can remain elevated at 21.5x forward Earnings. On the earnings front, our calendar year earnings estimates already incorporate a mid-single-digit percent hit to bottoms-up consensus forecasts. Second, our Leading Earnings Indicator which projects Earnings Per Share growth 12 months out is suggesting a sideways consolidation in growth in the high single-digit range over the next year.Third, a weaker dollar, elements of the tax bill and AI-driven productivity should be incremental tailwinds for earnings that are not in our model. Fourth, we have experienced rolling recessions for many sectors of the private economy for the last 3 years, which makes growth comparisons easier. Finally, and most importantly, the rate of change on earnings revisions breadth has inflected higher from a very low level after a year-long downturn. On valuation, our work shows that if earnings growth is above the long-term median of 7 percent and if the fed funds rate is down on a year-over-year basis, it's very rare to see multiple compression. In fact, Price Earnings multiples have expanded 90 percent of the time under these conditions to the tune of 9 percent over a 12- month period. Therefore, in some ways we're being conservative with our forecast for the S&P 500's price earnings ratio to remain flat at current levels over the next year.With respect to our favorite valuation metric, the equity risk premium, it's interesting to note that in the week following Liberation Day, the Equity Risk Premium reached the same level we witnessed in the aftermath of the 9-11 shock in 2001 and even exceeded the risk premium reached during the Long-Term Capital Management crisis in 1998. Both episodes resulted in 20 percent corrections to the S&P 500 much like we experienced this year only to be followed by very strong equity markets over the next year.The bottom line is that I remain convicted in both our earnings forecast for high single digit earnings growth for this year and next; and my view that valuations can remain elevated in this classic late cycle expansion of slower economic growth that typically elicits interest rate cuts from the Fed.Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review; and if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

Dr. Mehmet Oz, former TV host and Pennsylvania Senate candidate, is one of America's most famous physicians. Now he's running the Centers for Medicare and Medicaid Services, which means he's in charge of programs that provide health care for about half of all Americans. He sits down with White House Bureau Chief Dasha Burns to discuss potential Medicaid cuts, his big plans to lower drug pricing, why he's fielding early morning phone calls from President Trump, and his advice to patients to “be curious” about their health.  Plus, Burns is joined by senior political columnist and politics bureau chief Jonathan Martin to discuss his juicy column about the Ohio governor's race featuring Elon Musk, Vivek Ramaswamy and former Ohio State football coach Jim Tressel. And senior legal affairs reporter Kyle Cheney joins to discuss the showdown between Trump and the courts over his “Liberation Day” tariffs.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen to the first episode of Politico's new podcast, The Conversation with Dasha Burns. Dr. Mehmet Oz, former TV host and Pennsylvania Senate candidate, is one of America's most famous physicians. Now he's running the Centers for Medicare and Medicaid Services, which means he's in charge of programs that provide health care for about half of all Americans. He sits down with White House Bureau Chief Dasha Burns to discuss potential Medicaid cuts, his big plans to lower drug pricing, why he's fielding early morning phone calls from President Trump, and his advice to patients to “be curious” about their health.  Plus, Burns is joined by senior political columnist and politics bureau chief Jonathan Martin to discuss his juicy column about the Ohio governor's race featuring Elon Musk, Vivek Ramaswamy and former Ohio State football coach Jim Tressel. And senior legal affairs reporter Kyle Cheney joins to discuss the showdown between Trump and the courts over his “Liberation Day” tariffs. 

On today's Episode (Friday 1 of 2) of the Steak for Breakfast Podcast, we are covering:    We have a discussion about the current state of the FBI, Kash Patel, Dan Bongino and making America's premier law endorsement agency great again   The left's radical, activist judges overstep their bounds once again, this time injuncting President Trump's executive order on Liberation Day and tariffs    Guests: In Order of Appearance    All profile handles are for X (formerly Twitter)    Congressman Scott Perry: (@RepScottPerry) U.S. Representative, PA-10; Member, House Freedom Caucus     Website: https://perry.house.gov/   Congresswoman Mary Miller: (@RepMaryMiller) U.S. Representative, IL-15; Member, House Freedom Caucus   Website: http://marymiller.house.gov/   Subscribe to the show and rate it, don't forget to leave a review on Apple Podcasts and Spotify. And find everything Steak for Breakfast at https://linktr.ee/steakforbreakfastpodcast Be sure to listen, like, follow and SHARE our Steak for Breakfast content!   Steak for Breakfast:    SUBSCRIBE on Apple Podcasts: https://podcasts.apple.com/us/podcast/steak-for-breakfast-podcast/id1498791684   SUBSCRIBE on Spotify: https://open.spotify.com/show/3MXIB2s8IWLoT4tnBMAH9n?si=izN0KShBSAytW5JBBsKEwQ   SUBSCRIBE on YouTube:    Full shows: https://youtube.com/@steakforbreakfastpod   Steak Tidbits: https://youtube.com/@steaktidbits   Email the show: steakforbreakfastpodcast@protonmail.com    Steak for Substack: https://steakforbreakfastpodcast.substack.com   linktree: https://linktr.ee/steakforbreakfastpodcast   MyPillow: Promo Code: STEAK at checkout  Website: https://mystore.com/steak Website: https://www.mypillow.com/steak  Via the Phone: http://mypatriotcigars.com/usa/steak   Man Rubs Enter Promo Code: STEAK15 and save 15% https://manrubs.com   BattleBorn Coffee Roasters enter promo code: STEAK and save 20% off your first order  https://www.battleborn.coffee   New Hope Wellness use this link or enter promo code: STEAK during intake for free consultation and $100 off your first order https://www.newhopewellness.com/steak Call: 1-800-527-2150  

This week marked more than 600 days since the start of the Israel-Hamas war. In the wake of Hamas' horrific Oct. 7, 2023, terrorist attack on Israel, Palestinian health officials say at least 50,000 people – including thousands of women and children – have died from Israeli airstrikes and bombings in the Gaza Strip. As the war drags on, protesters on both sides are speaking out and demanding that their governments do more to end the conflict. Shaiel Ben-Ephraim, an Israeli academic and host of the 'History of the Land' of Israel podcast, talks about the nuances of the protests and what they could mean for a potential end to the war.And in headlines: A federal appeals court temporarily reinstated most of President Donald Trump's Liberation Day tariffs, Secretary of State Marco Rubio said the U.S. will begin "aggressively" revoking the visas of Chinese college students, and the White House acknowledges errors in the hotly anticipated 'Make America Healthy Again' report.Show Notes:Check out Shaiel's podcast – https://tinyurl.com/5n8axdj2Subscribe to the What A Day Newsletter – https://tinyurl.com/3kk4nyz8What A Day – YouTube – https://www.youtube.com/@whatadaypodcastFollow us on Instagram – https://www.instagram.com/crookedmedia/For a transcript of this episode, please visit crooked.com/whataday

Mike Warren is joined by David French, Jonah Goldberg, Steve Hayes, and Grayson Logue to discuss the latest legal challenges to the Trump administration's Liberation Day tariffs and the most recent round of presidential pardons. The Agenda:—The Cases That Could Stop Trump's Tariffs—Will Trump double down on tariffs?—Openly corrupt pardons—Can the courts save American politics?—Trump's transactional politics—Russia-Ukraine peace talks—A new Putin—NWYT: Communal kid discipline? Show Notes—Ilya Somin for The Dispatch—Jake Tapper and Alex Thompson on The Remnant Learn more about your ad choices. Visit megaphone.fm/adchoices

Subscribe now for an ad-free experience! In this week's news roundup: US-Iran negotiations might be making progress (1:02); in Israel-Palestine, a new aid program implemented gets people killed (6:30), the US proposes framework for a new peace deal* (11:01), and Israel creates 22 new West Bank settlements (15:54); cases of cholera are spiking in Sudan (17:35); Libya's eastern-based government may cut off its oil supply (19:23); Salva Kiir appoints a potential successor in South Sudan (21:51); jihadist activity appears to be on the rise in Mozambique (23:46); Mauritius and the UK sign a Chagos Islands deal (25:52); Russia offers to begin new peace talks (29:48) as Trump lashes out at Putin (35:06); the far right emerges as the main opposition in Portugal (38:29); President Petro in Colombia calls for a general strike (40:23); in the US, the Trump administration freezes student visas and revokes those for Chinese students (42:11), a court rules that the “Liberation Day” tariffs are unconstitutional*, and Elon Musk's term as “co-president” has come to an end (48:26). *Hamas has reportedly rejected this deal as it stands since the time of recording. **An appeals court has since agreed to a temporary pause in the decision.      Learn more about your ad choices. Visit megaphone.fm/adchoices

NOTE: The news regarding the legal halting of the tariffs has changed since recording: https://www.axios.com/2025/05/29/trump-tariffs-court-appealThe men discuss the TACO trade, Trump's Liberation Day tariffs being deemed illegal (this story has been updated since), CNN business being hellspawn, Congress potentially codifying a VERY small portion of the DOGE cuts, and emerging players in the Michigan senate race. PLEASE CONSIDER BECOMING A PATRON!Patreon: https://www.patreon.com/headintheofficepodHITO MERCH: https://headintheoffice.com/ Get 40% off Ground News: https://check.ground.news/headintheoffice YouTube: https://www.youtube.com/channel/UC4iJ-UcnRxYnaYsX_SNjFJQTikTok: https://www.tiktok.com/@headintheoffice?lang=enInstagram: https://www.instagram.com/headintheoffice/Twitter: https://twitter.com/headintheofficeBluesky: https://bsky.app/profile/headintheoffice.bsky.social Discord: https://discord.gg/hito Collab inquiries: headintheofficepod@gmail.comSeen on this episode:TACO Trump - https://www.nytimes.com/2025/05/29/us/politics/trump-taco-trade-question.html Tariff updates and shenanigans - https://www.politico.com/news/2025/05/28/federal-court-strikes-down-trumps-april-2-tariffs-00373843https://www.cnn.com/2025/05/29/business/tariffs-trump-economic-plan-hnkhttps://www.reuters.com/world/us/us-court-blocks-trumps-liberation-day-tariffs-2025-05-28/Codifying the DOGE cuts - https://www.politico.com/news/2025/05/28/white-house-plans-at-last-to-send-some-doge-cuts-to-hill-00372274 Musk leaves the White House - https://www.nbcnews.com/politics/trump-administration/elon-musk-leaves-trump-white-house-rcna209636 Michigan Senate race - https://www.nytimes.com/2025/04/22/us/politics/michigan-senate-race-democrats-haley-stevens.html https://www.opensecrets.org/members-of-congress/haley-stevens/summary?cid=N00040915

In this week's American Prestige news roundup: US-Iran negotiations might be making progress (1:02); in Israel-Palestine, a new aid program implemented gets people killed (6:30), the US proposes framework for a new peace deal* (11:01), and Israel creates 22 new West Bank settlements (15:54); cases of cholera are spiking in Sudan (17:35); Libya's eastern-based government may cut off its oil supply (19:23); Salva Kiir appoints a potential successor in South Sudan (21:51); jihadist activity appears to be on the rise in Mozambique (23:46); Mauritius and the UK sign a Chagos Islands deal (25:52); Russia offers to begin new peace talks (29:48) as Trump lashes out at Putin (35:06); the far right emerges as the main opposition in Portugal (38:29); President Petro in Colombia calls for a general strike (40:23); in the US, the Trump administration freezes student visas and revokes those for Chinese students (42:11), a court rules that the “Liberation Day” tariffs are unconstitutional*, and Elon Musk's term as “co-president” has come to an end (48:26).*Hamas has reportedly rejected this deal as it stands since the time of recording.**An appeals court has since agreed to a temporary pause in the decision. Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

 It's Friday, May 30th, A.D. 2025. This is The Worldview in 5 Minutes heard on 125 radio stations and at www.TheWorldview.com.  I'm Adam McManus. (Adam@TheWorldview.com) By Adam McManus Christian burials denied in Odisha State, India In mid-May, villagers in Odisha State, India opposed the burial of a deceased Christian, reports International Christian Concern. Their claim? A Christian funeral would defile the gods and the land of the village. Sadly, authorities were unable to convince villagers to allow the burial, and the body was taken to another location. Although Christian burials have long been denied in India, these denials are increasingly occurring as a method of persecuting Christians in Odisha State. Three independent investigations conducted in Odisha between March and April pointed to an alarming rise in the number of Christians denied burial rights. The investigations concluded that the absence of state laws allocating burial land for Christians has enabled the trend. FBI investigates leaked Dobbs Supreme Court ruling FBI Deputy Director Dan Bongino announced Monday that he and FBI Director Kash Patel are going to “re-open” an investigation into the consequential 2022 leak of the U.S. Supreme Court's Dobbs decision, reports Life News. On May 2, 2022, Politico published a draft of a Supreme Court opinion, authored in February by Justice Samuel Alito, in the case of Dobbs v. Jackson Women's Health Organization. The official ruling was not released until June 24, 2022. The draft opinion made it evident that the Supreme Court was all but certain to rule in favor of the Mississippi pro-life law at the center of the case. A majority of justices on the Supreme Court were prepared to overturn the 1973 Roe v. Wade decision and the 1992 Planned Parenthood v. Casey decision which had extended broad federal legal protections to the practice of abortion. Politico cited a “person familiar with the court's deliberations” to confirm that Justices Clarence Thomas, Neil Gorsuch, Brett Kavanaugh, and Amy Coney Barrett had already voted in favor of Alito's opinion following oral arguments in December of 2021, yielding a five-justice majority to strike down Roe and Casey, as the pro-abortion precedents are known. Pro-abortion activists made clear that they intended to target pro-life pregnancy resource centers and Catholic parishes in response to the Dobbs leak. Indeed, more than 100 pro-life centers and churches were firebombed, smashed, ransacked, or vandalized with pro-abortion graffiti and threatening messages, reported Fox News.   Then, five weeks after the Dobbs leak, but before the official ruling was announced, a man flew from California to D.C. with the intention of going on a killing spree. His target? The pro-life Supreme Court justices. Nicholas Roske went to Kavanaugh's house first located in Montgomery County, Maryland. He was armed with a pistol and equipped with gear to break into the justice's house undetected. Appeals court paused block of Trump's retaliatory tariffs A federal appeals court granted the Trump administration's request to temporarily pause the Wednesday ruling of the  U.S. Court of International Trade which struck down most of President Donald Trump's tariffs, reports CNBC. The judges of the trade court had found that the 1970s-era law Trump had invoked to enact those tariffs, the International Emergency Economic Powers Act, does not “confer such unbounded authority” to presidents. The nationwide, permanent block they imposed covered all of the retaliatory tariffs that Trump issued in early April as part of his sweeping “Liberation Day” plan to reshape international trade with the rest of the world. Without a doubt, the Wednesday ruling destabilized a pillar of Trump's economic agenda. Illinois House approves physician-assisted suicide bill And finally, on Thursday, the Illinois House narrowly passed a controversial physician-assisted suicide bill (SB 1950 Amendment 2) by a vote of 63 to 42, with two members cowardly voting “present,” reports the Illinois Family Institute. Oddly enough, 11 state representatives did not cast a vote on the legislation. David Smith, the Executive Director, prayed this prayer on a video which was shared with fellow Christians. SMITH: “I pray, Lord, that many of these lawmakers who are on the fence would choose to err on the side of life and not on death. Lord, I pray that your people would rise up throughout the state of Illinois. I pray that many church leaders would speak up and let their state lawmakers know that this is unacceptable. Illinois should never accept or normalize suicide!” At its April 2025 annual meeting, the Illinois State Medical Society overwhelmingly voted to oppose legalizing physician-assisted suicide. This decision reflects the stance of most Illinois doctors against prescribing lethal medications. They took an oath to do no harm and certainly not to provide the means for their patients to end their lives. If you live in Illinois, send an email to your State Senator here. Scripture tells us that every person is created in the image of God (Genesis 1:27), and thus each life holds immeasurable value. Moreover, Exodus 20:13 records this command: "Thou shall not murder." Close And that's The Worldview on this Friday, May 30th, in the year of our Lord 2025. Subscribe for free by Spotify, Amazon Music or by iTunes or email to our unique Christian newscast at www.TheWorldview.com. Or get the Generations app through Google Play or The App Store. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

A federal court has blocked most of President Trump's "Liberation Day" tariffs. The judges said the president overstepped his authority when he put tariffs on nearly every country in the world last month. Trump also appears increasingly frustrated with Russian leader Vladimir Putin over Moscow's ongoing airstrikes in Ukraine. How could this affect any peace negotiations? And one of the largest right-wing political gatherings is getting underway in Eastern Europe.Want more comprehensive analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Kara Platoni, Miguel Macias, Arezou Rezvani, HJ Mai and Lisa Thomson. It was produced by Ziad Buchh, Nia Dumas and Christopher Thomas. We get engineering support from Neisha Heinis, and our technical director is Carleigh Strange.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

SEASON 3 EPISODE 130: COUNTDOWN WITH KEITH OLBERMANN A-Block (1:45) BREAKING NEWS: A Reagan judge, an Obama judge, and a Trump judge walk into a courtroom and rule Trump's "Liberation Day" tariffs - which not only crashed our economy but that of the entire world's - are not a legal use of the 1977 laws empowering him to take actions in the event of an economic emergency. This is not just any court. It's the United States Court of International Trade. Trump already appealed. Stephen Miller already called it a "judicial coup." The fact that America's corporations simply went along with Trump's crap when it knew - as the court knew - this was executive overreach - is its own problem. The halt on the tariffs will itself probably be halted by the appeals. So the re-shaping of the market will be re-re-shaped by the judges, and re-re-re-shaped by the further litigation. That, of course, is not Trump's problem. His only job is to break stuff. SPECIAL COMMENT: Now it's Governor Gretchen Whitmer has learned the lesson - twice. Never appease Trump, never negotiate with Trump, never cooperate with Trump, never support anything Trump wants, never do anything Trump wants. All that registers with him is: you are easier for him to destroy. She sucked up to him. She worked with him. He tricked her into appearing at his photo-op. She hid her face behind a folder like it was a perp walk. Now, he says he's looking into PARDONING THE TERRORISTS CONVICTED OF TRYING TO KIDNAP HER. There is only one way Gretchen Whitmer is going to SURVIVE Trump, Governor. Apple is going to SURVIVE Trump, Tim Cook. There is only one way Columbia is going to SURVIVE Trump, Claire Shipman. There is only one way the White House Correspondents are going to SURVIVE Trump, Eugene Daniels. If you haven’t figured it out yet, I’ll spell it out. Doing what he wants only tells him you will DO WHAT HE WANTS. So he comes back and gives you ANOTHER list of what he wants. He’s a blackmailer. He’s a crooked businessman. He’s a bully. There is only one way to SURVIVE Trump and that is to DESTROY Trump. In a world of White House Correspondents, be the PENTAGON Correspondents. In a world of Apples, be Wal-Mart. In a world of Columbias, be a Harvard. Put your hands on Trump’s shoulders and knee him in the groin. Stand up to him and you can then own HIM, like the Harvard newspaper op-ed writer who has proposed settling the disputes between her school and Trump by challenging Secretary of "Education" Linda McMahon, the wife of the wrestling slime bag, to a Steel Cage Match. ALSO: TRUMP CONFESSES to operating on Russia's behalf and to protecting Putin. HE LEARNS for the first time of the Wall Street analysts mocking him with the tariff acronym "TACO" ("Trump Always Chickens Out") and he chickens out. Turns out Tom Homan also worked for the top Private Prison company. A woman who contributed a million to Trump gets a pardon for her jailbird son. Anybody remember Rudy Giuliani's alleged boast he could sell you a pardon for two million, to be split between him and Trump. And a past president's grandson has died. The president he was the grandson of, left office in... 1845. B-Block (33:00) THE WORST PERSONS IN THE WORLD: Kristi Noem and the camel she rode in on. Jesse Watters and Rep. Tim Burchett try to make fun of men using straws not remembering there's a photo of Trump at Yankee Stadium using a straw. And boy did THIS sound familiar: Rupert Murdoch just buried a New York Post reporter who followed all the rules and instructions Murdoch's minions had laid out for him, because somebody didn't like the story... Just like in 2001 Rupert personally fired ME for doing exactly the same thing (C-Block 43:00 THINGS I PROMISED NOT TO TELL). The punchline is the reporter's name is Josh Kosman and last September he was the guy at The Post who called and told me they were about to update the RFK Jr/Olivia Nuzzi sexting story by claiming I had lived with Olivia. So I busted his scoop and put the story out immediately. Now we're in the Rupert Isn't A Journalist Club. See omnystudio.com/listener for privacy information.

It's not secret Donald Trump has been the subject of lawyer for years now. When everything else failed to stop his election to a second term, the left used the last tool they had at their disposal to thwart his agenda as president. Judges. Yesterday, a new judicial panel out of New York you've likely never heard of has swooped in to declare Trump's "Liberation Day" tariff agenda unconstitutional. So what does that mean as Trump himself vows to appeal this to the Supreme Court? EJ Antoni from the Heritage Foundation discusses both this and the announcement that DOGE cuts are coming next week in the form of a new package called "rescission." Meanwhile, our friend Daniel Turner at Power The Future is questioning the legality and constitutionality of a number of executive orders signed under Joe Biden that Joe Biden likely never physically signed himself or even knew existed. And what's going to happen as the kids in the Senate get their hands on the "big, beautiful bill?" The former Secretary of the US Senate Kelly Johnston joins us to help explain.-For more info visit the official website: https://chrisstigall.comInstagram: https://www.instagram.com/chrisstigallshow/Twitter: https://twitter.com/ChrisStigallFacebook: https://www.facebook.com/chris.stigall/Listen on Spotify: https://tinyurl.com/StigallPodListen on Apple Podcasts: https://bit.ly/StigallShow-Help protect your wealth with real, physical gold and silver. Texas Bullion Exchange helps everyday Americans diversify with tailored portfolios, IRA rollovers, and expert support every step of the way.

The US Court of International Trade ruled that Donald Trump's so-called fentanyl and Liberation Day tariffs constituted executive overreach. Now what? Artificial intelligence is on a wild ride through a well-known hype cycle—and is arriving at a “trough of disillusionment” (8:49). And a new book about Xi Jinping's father reveals much about the Chinese president himself (16:42).Get a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.

-- On the Show: — Federal court rules Trump's sweeping Liberation Day tariffs illegal, a massive blow to his second-term economic agenda — Trump declares all-out war on progressive values, using over 150 executive orders to dismantle DEI, environmental, and immigration protections — Republican lawmakers introduce a bill to defund medical schools that acknowledge systemic racism or teach diversity — Donald Trump appears visibly confused in a string of public gaffes, raising concerns about his cognitive fitness — Trump Press Secretary Karoline Leavitt implodes on Fox News, calling for fewer LGBTQ majors and more plumbers — Ben Shapiro turns on Trump over his weak stance on Ukraine, signaling cracks in right-wing media support — David contemplates contingency plans to leave the country as Trump ramps up authoritarian attacks — MAGA Congresswoman Ashley Hinson booed by her own constituents for praising Trump's economic agenda — Trump supporters finally confront the truth: they're never getting the Epstein files, and Trump doesn't want them released -- On the Bonus Show: Jordan Peterson's viral atheist debate moment, Trump's possible pardon of Whitmer kidnappers, and a Trump-friendly reality TV couple gets a $36M fraud pardon, much more...

The US Court of International Trade ruled that Donald Trump's so-called fentanyl and Liberation Day tariffs constituted executive overreach. Now what? Artificial intelligence is on a wild ride through a well-known hype cycle—and is arriving at a “trough of disillusionment” (8:49). And a new book about Xi Jinping's father reveals much about the Chinese president himself (16:42).Get a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.

Now that a federal trade court has struck down the big package of Trump tariffs — announced in early April on what the president had called "Liberation Day" — the White House promises to appeal. And presidents have other tariff powers, using legal strategies with stronger track records. Plus: hurricane-resilient homes are paying off in Alabama, and a growing number of women are opting for single motherhood over the challenges of dating.

When it comes to tariffs, we've done the hokey pokey and turned ourselves around — and yes, that is what it's all about. Trump's Liberation Day tariffs are back on the table, and it's been a wild 24 hours.Right after I wrapped our paid bonus episode, a three-judge panel ruled that Donald Trump doesn't have the authority under the International Emergency Economic Powers Act — the IEPA — to unilaterally place tariffs on foreign nations. That law, which dates back to the 1970s, gives the president emergency powers to impose economic sanctions or tariffs if there's a national emergency. Trump had been using it as the backbone for his tariff strategy, claiming national emergency status and going after trading partners.The ruling, at least temporarily, blew that up. If Trump doesn't have that authority, he loses a huge leverage point in trade negotiations. All of a sudden, the calls from the EU, from Japan, from India — which I've heard is close — they get a lot slower. The power dynamic shifts. Trump becomes just another guy asking for a deal, not the guy with a threat to back it up. And to be clear, he wasn't actively raising tariffs — he'd actually pulled many of them back or paused them — but that's part of the strategy. The threat of a tariff can be just as powerful as the tariff itself.The markets liked the news. Stocks surged. And Trump was caught in a classic rock-and-a-hard-place moment. But then, just as I was landing and debating whether to even record, the appellate court reverses the first ruling. Suddenly, Trump's back in the game. His authority over the IEPA is restored… for now.Does this matter for what's happening in the Senate right now? Probably not directly. But for trade negotiations? Absolutely. I think deals are going to move fast. If you're a trading partner and you think there's a window before this hits the Supreme Court — and it might — you move. You get your best deal now. You say, “Here's the offer, take it or leave it,” and Trump might be more inclined to take it than he was before.I'm not a trade expert. I'm just calling it like I see it. But from the seat of my pants, this looks like a flashpoint. The kind of legal back-and-forth that opens the door to some quicker deals than we otherwise might've seen.Chapters00:00:00 - Intro00:00:55 - Interview with Kirk Bado00:47:30 - Update and Tariff Madness00:52:13 - Interview with Katherine Dee01:25:25 - Wrap-up This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.politicspoliticspolitics.com/subscribe

Now that a federal trade court has struck down the big package of Trump tariffs — announced in early April on what the president had called "Liberation Day" — the White House promises to appeal. And presidents have other tariff powers, using legal strategies with stronger track records. Plus: hurricane-resilient homes are paying off in Alabama, and a growing number of women are opting for single motherhood over the challenges of dating.

What happened to the DOGE cuts? Why is Congress ignoring the massive saveings? Congress's failure to codify DOGE-related budget cuts is a direct assault on the people that voted not just for President Trump, but for the DOGE cuts Trump promised. Plus recent interviews with FBI Director Kash Patel and Assistant Director Dan Bongino have conservatives concerned. What really happened with Epstein? Will people pay for the Russian Collusion hoax? It appears we may never know. I'll Explain why. Lastly, we examine the U.S. Court of International Trade's ruling that blocked most of former President Trump's "Liberation Day" tariffs. Go tohttp://freegoldguide.com/grantor call 800 458 7356 for your free Colonial Metals Group retirement protection kit – created specifically for our listeners where you can get up to $7500 in free Silver. www.EnergizedHealth.com/Grant www.Patriot-Protect.com/Grant www.PatriotMobile.com/Grant www.Get20Now.com TWC.Health/Grant Use "Grant" for 10% OffSee omnystudio.com/listener for privacy information.

White House Appeals Trade Court Decision To Block Trump's Historic ‘Liberation Day' Tariffs! Plus, Elon Exits, Thanks President For Opportunity To Cut Wasteful Spending

This episode is presented by Create A Video – A three-judge panel of the US Court of International Trade has ruled against the imposition of a regime of tariffs that President Donald Trump imposed unilaterally on every nation as part of his "Liberation Day" announcement. The court said it's not within his authority under the US Constitution. The White House is appealing the decision to the Supreme Court. Subscribe to the podcast at: https://ThePetePod.com/ All the links to Pete's Prep are free: https://patreon.com/petekalinershow Media Bias Check: If you choose to subscribe, get 15% off here! Advertising and Booking inquiries: Pete@ThePeteKalinerShow.com Get exclusive content here!: https://thepetekalinershow.com/See omnystudio.com/listener for privacy information.

The potential for increased policy support, and ongoing improvements in corporate governance, are factors that support a constructive outlook for Chinese equities. Additionally, the ongoing shift in global investor portfolios away from the US adds further momentum to this outlook. In this episode, our experts explore the investment themes that offer significant opportunities. They also discuss the possible policy directions that China can take in the short and longer terms, the state of the Chinese property market, and if markets are being complacent given the overhang of tariff risks. Kevin You, Portfolio Manager at Allianz Global Investors, joins Richard Tang, Head of Research Hong Kong at Julius Baer in this coversation.(00:45) - Constructive on China equities (05:50) - Back to pre-Liberation Day levels – are markets being complacent? (09:51) - Potential policy direction (13:24) - State of the Chinese property market (16:20) - Reforms to the pre-sale home model? (17:58) - Thoughts on allocations in Chinese equities (19:18) - Investing in the AI theme in China (20:34) - Self-sufficiency in Chinese technology and semiconductors (22:39) - Robotics sector – where's the potential?

REALIGNMENT NEWSLETTER: https://therealignment.substack.com/PURCHASE BOOKS AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail Us: realignmentpod@gmail.comIan Fletcher, co-author of Industrial Policy for the United States: Winning the Competition for Good Jobs and High-Value Industries, joins The Realignment. Marshall and Ian discuss what industrial policy actually means and why it includes trade policy, the rise and fall of free trade orthodoxy, what went right and wrong with Trump and Biden's industrial policy strategies, why "Liberation Day" isn't enough to reindustrialize America, and which industries and technologies the U.S. should focus its attention on.