Podcasts about Liberation Day

Original Air Date 4/2/25 It's Liberation Day in America according to the administration, but what exactly are we being liberated from? The police state is growing, democratic institutions are being eroded, and we're about to enter a destructive era of tariffs. What's not to love? Rosa Brooks and Ed Luce join David Rothkopf to break down the latest.  Learn more about your ad choices. Visit megaphone.fm/adchoices

What a year it was for the options market! From the "unprecedented" volatility of April to a record-breaking 15 billion contracts traded, 2025 was anything but boring. In this special year-end extravaganza, your drill instructors Mark Longo and Dan Passarelli (Market Taker Mentoring) look back at the Top 10 Episodes of 2025 to see what resonated most with traders during this historic year. Mark and Dan dive into the data to reveal the most downloaded topics of the year, spanning everything from high-intensity hedging strategies to the surprising winner of the #1 spot. Whether you are a veteran of "Liberation Day" or a newcomer looking to get into peak options trading shape, this countdown is the ultimate refresher on the strategies that defined the market this year. In this episode, the "Dynamic Duo" discusses: The Top 10 Countdown: Which episodes took the crown? (Hint: Leaps and Covered Calls were heavy hitters). Volatility Redefined: Revisiting the historic spikes of April and the role of inverse volatility products like SVXY. Retail Power: How the 15-billion-contract milestone changed the landscape for retail traders. Strategy Deep Dives: Reflections on Gamma Scalping, Iron Condors, and the enduring popularity of "The Poor Man's Covered Call." The VIX Average: Dan breaks down the long-term average of the VIX and how anomalies skew the data. Holiday Fun: The definitive (and divisive) ranking of the best Christmas movies. Support for this Episode Special thanks to Tastytrade—named the best broker for options in 2024 by Investopedia. See why at tastytrade.com/podcasts .

What a year it was for the options market! From the "unprecedented" volatility of April to a record-breaking 15 billion contracts traded, 2025 was anything but boring. In this special year-end extravaganza, your drill instructors Mark Longo and Dan Passarelli (Market Taker Mentoring) look back at the Top 10 Episodes of 2025 to see what resonated most with traders during this historic year. Mark and Dan dive into the data to reveal the most downloaded topics of the year, spanning everything from high-intensity hedging strategies to the surprising winner of the #1 spot. Whether you are a veteran of "Liberation Day" or a newcomer looking to get into peak options trading shape, this countdown is the ultimate refresher on the strategies that defined the market this year. In this episode, the "Dynamic Duo" discusses: The Top 10 Countdown: Which episodes took the crown? (Hint: Leaps and Covered Calls were heavy hitters). Volatility Redefined: Revisiting the historic spikes of April and the role of inverse volatility products like SVXY. Retail Power: How the 15-billion-contract milestone changed the landscape for retail traders. Strategy Deep Dives: Reflections on Gamma Scalping, Iron Condors, and the enduring popularity of "The Poor Man's Covered Call." The VIX Average: Dan breaks down the long-term average of the VIX and how anomalies skew the data. Holiday Fun: The definitive (and divisive) ranking of the best Christmas movies. Support for this Episode Special thanks to Tastytrade—named the best broker for options in 2024 by Investopedia. See why at tastytrade.com/podcasts .

Original Air Date 4/2/25 It's Liberation Day in America according to the administration, but what exactly are we being liberated from? The police state is growing, democratic institutions are being eroded, and we're about to enter a destructive era of tariffs. What's not to love? Rosa Brooks and Ed Luce join David Rothkopf to break down the latest.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this New Year's Eve edition of Kim on a Whim, Kim runs through her picks for the top stories of 2025 — from Gayle King's controversial “astronaut” claim and the historic election of Pope Leo from Chicago to the deadly D.C. air collision, the record-long government shutdown, and the tragic Texas flood. She also revisits Elon Musk's feud with Trump over tariffs and the fiery backlash from Tesla owners, wrapping up with “Liberation Day,” when Trump's tariffs reshaped global trade. The crew weighs in throughout with humor, disbelief, and sharp commentary on media spin and political hypocrisy. #KimOnAWhim #TopStories2025 #TrumpTariffs #ElonMusk #PopeLeo #MarkCoxMorningShow

The three amigos reunite for the 2025 year-in-review and break down the biggest market takeaways of the year. Dan explains how the TSX delivered rare outperformance versus U.S. markets, powered by financials and a major run in precious metals—while telecoms slid out of Canada’s top market-cap ranks. The crew then dives into AI’s public-market ripple effects: the data center CapEx boom, who’s winning across chips, infrastructure, and power, and why data center REITs may not be the pure-play many investors expect. Simon recaps “Liberation Day” and the tariff-driven selloff that rattled markets, before they close on gold and silver’s breakout, banks leaning on capital markets, Bitcoin’s volatility (and the MicroStrategy trade), and a quiet three-year stretch of weakness in Canadian railways. Tickers of Stocks discussed: BCE.TO , ZBK, AXP, CLS, EQIX, DLR, ORCL, NVDA, AVGO, ASML, TSM, SMH, WSP.TO , ADBE, CRM, NOW, CSU.TO, GOOG, MSTR, CP.TO, CNR.TO Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Niels is joined by all 9 amazing co-hosts, to discuss a year that refused to behave. In part one of the annual "roundtable", Niels and the group map why 2025 produced such striking dispersion across trend followers. They revisit the Liberation Day shock and the uncomfortable truth it exposed: results often came down to unglamorous choices like market selection, time horizon, and how quickly risk is resized after clustered volatility and sharp reversals. The conversation then widens to a structural theme: the rapid growth of strategies investors hope will sit outside stocks and bonds, from managed futures and multi strats to structured products, gold, and crypto, plus the liquidity, reflexivity, and selection challenges that follow when everyone reaches for the same diversifier.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Nick on LinkedIn.Follow Alan on Twitter.Follow Katy on LinkedIn.Follow Andrew on Twitter and LinkedIn.Follow Cem on Twitter and LinkedIn.Follow Richard on

2025 started out with some market uncertainty. But once Liberation Day was past us, things rose pretty smoothly through the rest of the year.2026 is looking to be a much more wild ride.It's a mid-term election year. Tariffs may get struck down by the Supreme Court. Concerns about the AI bubble are growing. The yen carry trade may be in jeopardy.These are just a few of the destabilizers that could give Wall Street the yips in coming months.Portfolio manager Michael Lebowitz and I discuss the impact higher volatility could bring to stocks, as well as his outlook for the silver price, inflation, and bond yields. And as usual, he shares his firm's latest trades.For everything that mattered to markets this week, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#silverprice #volatility #inflation _____________________________________________ 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.

Economist Steve Hanke returns to The Jay Martin Show to break down the most notable financial headlines of 2025. From Japan's shocking rate hikes to Trump's interventionist second term and America's new industrial policy. They cut through the noise to explain which policy shifts actually matter for investors heading into 2026. Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26. Tickets: https://VRICMedia.com Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 – Why Japan Is Raising Rates While the World Cuts 03:30 – The Yen Carry Trade and Risks to U.S. Markets 08:10 – Are Demographics Really Japan's Core Problem? 10:40 – 2025's Biggest Political Shifts: Trump, Trudeau, Carney 15:25 – Tariffs, Liberation Day, and Market Reactions 18:25 – Do Trade Deficits Actually Matter? 23:35 – Dollar Confidence, Gold, and De-Dollarization Claims 27:25 – Who's Really Buying U.S. Treasuries? 31:20 – Money Supply, Inflation, and the Fed's Policy Pivot 35:10 – Industrial Policy, National Security, and Government Equity Stakes Copyright © 2025 Cambridge House International Inc. All rights reserved.

Chuck Todd digs into the growing crisis of trust in American media and politics, sparked by CBS News pulling a 60 Minutes episode amid controversy and perceptions of corporate and political pressure. He examines how Bari Weiss’s handling of the situation exposed a lack of understanding of television news culture, why 60 Minutes has become the ultimate measure of CBS’s credibility, and how ownership, mergers, and appeasing power have once again put business interests ahead of journalism. The episode also explores troubling signals from the Justice Department’s handling of Epstein-related releases and what they reveal about political favoritism and eroding institutional independence. Chuck then widens the lens to the political fallout, arguing that Donald Trump squandered his political capital and failed to build a durable coalition, and lays out how cracks in Trump’s coalition are becoming chasms. Then, Mike Pesca, host of “The Gist” joins Chuck Todd for a wide-ranging conversation about the state of media, technology, and trust at the end of 2025—and where things may be headed next. They dig into how legacy media is being reshaped by new owners, shrinking business models, and audience capture, with a close look at CBS, the Ellisons, and whether disruption is a threat or a lifeline for traditional news brands. Pesca also reflects on the rise of nonprofit journalism, the limits of AI in reporting, and why Congress has largely abdicated its role in regulating both media and tech. The discussion then turns to the growing unease around AI, gambling, and prediction markets, from bipartisan support for getting smartphones out of schools to fears that unregulated betting is distorting journalism, sports, and public life. Pesca and Todd explore why optimism around AI is collapsing, how insider information can be exploited in everything from sports gambling to political markets, and why many of today’s “innovations” feel eerily similar to past technological panics. The throughline: institutions are lagging behind rapid change, and the cost of that delay is showing up everywhere—from newsrooms to classrooms to democracy itself. Finally, he answers listeners’ questions in the “Ask Chuck” segment and breaks down the biggest stories in the world of sports. Get your wardrobe sorted and your gift list handled with Quince. Don't wait! Go to https://Quince.com/CHUCK for free shipping on your order and 365-day returns. Now available in Canada, too! Go to https://getsoul.com & enter code TODDCAST for 30% off your first order. Got injured in an accident? You could be one click away from a claim worth millions. Just visit https://www.forthepeople.com/TODDCAST to start your claim now with Morgan & Morgan without leaving your couch. Remember, it's free unless you win! Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/chuck. Application times may vary. Rates may vary. Timeline: (Timestamps may vary based on advertisements) 00:00 Chuck Todd’s introduction 04:00 CBS News embroiled with controversy after pulling 60 Minutes episode 04:30 Bari Weiss’s inexperience in TV news is on full display 05:30 Weiss’s made incorrect assumption that everyone saw NYT story 06:45 The perception is the administration leaned on Weiss to kill story 08:00 Too many news executives don’t understand the process 09:30 Trump has complained publicly about 60 Minutes 10:15 Ellison willing to appease Trump in order to get merger approval 11:00 CBS News will be judged entirely on 60 Minutes 12:30 Weiss has lost the trust of the journalists at CBS 13:15 Corporate owned media has once again let the public down 14:00 WaPo’s editorial board completely changed after Bezos bought it 15:00 This event will further erode the public trust in media 16:15 Journalism that’s tethered to popularity will be compromised 17:15 Trust is more important than popularity for journalists 18:45 Corporations won’t let their news divisions interfere with business 19:30 DOJ frontloaded Clinton/Epstein releases & Trump releases later 20:45 DOJ releases statement that sounds like they’re Trump’s defense attorney 22:45 It’s notable that DOJ only singled out Trump for a defensive statement 24:45 Trump blew his “honeymoon” period in less than a year 25:30 Both Biden & Trump burned their political capitol early 28:15 Trump blew the chance to build a GOP that outlasts him 29:30 Trump didn’t win the 2024 election - Biden/Harris lost it 31:15 Voters don’t like party in power, 2008 was last “Vote for” election 33:00 Biden misinterpreted 2022 results, lots of bad GOP candidates 34:00 Liberation Day destroyed Trump’s goodwill with the public 36:15 The cracks in Trump’s coalition are turning into chasms 38:00 The GOP has been too concerned with appeasing the online right 39:15 Democrats could be having their own “Tea Party” moment 46:45 Mike Pesca joins the Chuck ToddCast 48:15 Rundown of Mike’s many “hustles” 50:00 Is the information ecosystem better or worse at the end of 2025? 51:15 CBS News under Bari Weiss is now selling a different product 52:45 Legacy media could benefit from some disruption 53:30 Weiss gave up working for the Salzbergers to work for the Ellisons 54:15 There’s no money in producing network news 56:30 There was audience capture at the New York Times 57:45 A boring president will make the Ellisons care less about CBS 59:45 David Ellison isn’t ideologically MAGA or even a Republican 1:00:45 Silicon Valley is less ideological, just want less regulation 1:01:30 Ellisons are treating CBS as part of their lobbying budget 1:02:30 A huge part of 60 Minutes popularity is that it airs after football 1:03:15 CBS has brands that will survive even if the network doesn’t 1:04:30 We’re a few years away from local TV affiliates going a-la-carte 1:05:45 Channel numbers are meaningless to younger audiences 1:06:15 Non profits like ProPublica are doing some of the best journalism 1:07:30 AI can’t replace people in the journalism space 1:08:30 NOTUS is the only organization covering DC locally 1:09:00 Historically, American media has been partisan 1:09:45 Big newspapers should have two editorial sections 1:13:15 Imagine if Bezos built an “everything” newspaper like he did Amazon 1:14:45 AI transition will be painful, fear of AI displacement will dominate 1:15:30 New polling shows huge drop in optimism surrounding AI 1:17:00 Sam Altman shocked the world by saying “Please regulate me” 1:18:00 We need more visibility into how AI actually works 1:18:45 The regulators are always too old & removed from new tech 1:19:30 Congress has willingly abdicated their regulatory role 1:21:15 Employees at AI companies express worry it could go very wrong 1:22:15 Getting tech/smartphones out of schools has bipartisan agreement 1:24:00 There have always been panics about major tech change 1:25:00 Sports gambling without regulation has been a disaster 1:27:30 Athletes can easily fix a player prop to make money 1:29:00 Online casinos should have never been allowed to exist 1:31:00 Insider info can easily been cashed in on prediction markets 1:33:00 Will insider trading laws now affect copy editors at publications? 1:34:15 Betting has drastically affected coverage at ESPN 1:35:45 College football playoff selection is totally subjective 1:38:15 Potential fixes to college football playoff selection 1:41:45 Will prediction markets remain legal? 1:43:30 Pandemics make society do crazy things 1:44:30 Online casinos will likely become illegal in the coming years 1:46:45 The states didn’t roll out marijuana legalization the right way 1:54:00 Chuck’s thoughts on interview with Mike Pesca 1:54:45 Trump floats leaving the presidency for “hosting” in social post 1:55:45 Is Trump soft launching stepping down from the presidency? 1:57:00 Ask Chuck 1:57:45 What wing of the party will the GOP lean towards in 2028? 2:04:00 What are the classes you teach like? 2:11:15 How would things be different if H.W. Bush won a second term? 2:16:00 How do we address the erosion of historical education? 2:20:45 Was the country really that united over Garfield’s death? 2:26:15 Sports roundupSee omnystudio.com/listener for privacy information.

Chuck Todd digs into the growing crisis of trust in American media and politics, sparked by CBS News pulling a 60 Minutes episode amid controversy and perceptions of corporate and political pressure. He examines how Bari Weiss’s handling of the situation exposed a lack of understanding of television news culture, why 60 Minutes has become the ultimate measure of CBS’s credibility, and how ownership, mergers, and appeasing power have once again put business interests ahead of journalism. The episode also explores troubling signals from the Justice Department’s handling of Epstein-related releases and what they reveal about political favoritism and eroding institutional independence. Chuck then widens the lens to the political fallout, arguing that Donald Trump squandered his political capital and failed to build a durable coalition, and lays out how cracks in Trump’s coalition are becoming chasms. Finally, he answers listeners’ questions in the “Ask Chuck” segment and breaks down the biggest stories in the world of sports. Get your wardrobe sorted and your gift list handled with Quince. Don't wait! Go to https://Quince.com/CHUCK for free shipping on your order and 365-day returns. Now available in Canada, too! Go to https://getsoul.com & enter code TODDCAST for 30% off your first order. Got injured in an accident? You could be one click away from a claim worth millions. Just visit https://www.forthepeople.com/TODDCAST to start your claim now with Morgan & Morgan without leaving your couch. Remember, it's free unless you win! Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/chuck. Application times may vary. Rates may vary. Timeline: 00:00 Chuck Todd’s introduction 02:30 CBS News embroiled with controversy after pulling 60 Minutes episode 03:00 Bari Weiss’s inexperience in TV news is on full display 04:00 Weiss’s made incorrect assumption that everyone saw NYT story 05:15 The perception is the administration leaned on Weiss to kill story 06:30 Too many news executives don’t understand the process 08:00 Trump has complained publicly about 60 Minutes 08:45 Ellison willing to appease Trump in order to get merger approval 09:30 CBS News will be judged entirely on 60 Minutes 11:00 Weiss has lost the trust of the journalists at CBS 11:45 Corporate owned media has once again let the public down 12:30 WaPo’s editorial board completely changed after Bezos bought it 13:30 This event will further erode the public trust in media 14:45 Journalism that’s tethered to popularity will be compromised 15:45 Trust is more important than popularity for journalists 17:15 Corporations won’t let their news divisions interfere with business 18:00 DOJ frontloaded Clinton/Epstein releases & Trump releases later 19:15 DOJ releases statement that sounds like they’re Trump’s defense attorney 21:15 It’s notable that DOJ only singled out Trump for a defensive statement 23:15 Trump blew his “honeymoon” period in less than a year 24:00 Both Biden & Trump burned their political capitol early 26:45 Trump blew the chance to build a GOP that outlasts him 28:00 Trump didn’t win the 2024 election - Biden/Harris lost it 29:45 Voters don’t like party in power, 2008 was last “Vote for” election 31:30 Biden misinterpreted 2022 results, lots of bad GOP candidates 32:30 Liberation Day destroyed Trump’s goodwill with the public 34:45 The cracks in Trump’s coalition are turning into chasms 36:30 The GOP has been too concerned with appeasing the online right 37:45 Democrats could be having their own “Tea Party” moment 45:15 Trump floats leaving the presidency for “hosting” in social post 46:15 Is Trump soft launching stepping down from the presidency? 47:30 Ask Chuck 48:15 What wing of the party will the GOP lean towards in 2028? 54:30 What are the classes you teach like? 1:01:45 How would things be different if H.W. Bush won a second term? 1:06:30 How do we address the erosion of historical education? 1:11:15 Was the country really that united over Garfield’s death? 1:16:45 Sports roundupSee omnystudio.com/listener for privacy information.

This week on Practically Political, the gang reunites with a familiar voice—Carrie Sheffield returns for a lively holiday debate that doesn't pull any punches.With Trump's approval numbers hitting historic lows and 75% of Americans feeling the economy is on the wrong track, Dave, Kurt, Ashley, and Carrie dig into whether the administration can course-correct before the 2026 midterms. Is "blame Biden" messaging running out of runway? And why does it feel like we're watching a political rerun of 2022—just with different jerseys?The conversation heats up over tariff chaos (Liberation Day, anyone?), the summer deadline Republicans face to turn kitchen-table concerns around, and why credit cards are doing the heavy lifting this holiday season.Then the panel pivots to Ukraine, where Trump's "bromance diplomacy" has hit a wall. With Russia publicly dunking on peace talk progress, the hosts debate whether Tomahawk missiles could force Putin's hand—or open Pandora's box.Topics covered:Trump's cratering poll numbers and the "don't gaslight the voters" problemTariff whiplash: courage or chaos?The summer 2026 deadline for economic vibes to shiftUkraine stalemate: can anyone move the needle?Why China is quietly winning the global perception gameGuest: Carrie Sheffield (Independent Women's Forum)Starting January 9th, 2026—Practically Political goes weekly!

De Amerikapodcast én BNR Beurs slaan deze laatste dagen van het jaar de handen ineen. Met Bernard Hammelburg blikken we terug op een krankzinnig jaar aan Amerikaanse nieuws. Het gaat over de gevolgen van Trumps Liberation Day. Wat merkt de gewone Amerikaan daar van? Je hoort van Bernard meer over de inflatie (de prijs van eieren komt weer voorbij) en of de president de strijd tegen de hoge prijzen wint. En waarom hij vindt dat de Amerikaanse economie stil staat. Verder hebben we het over de impact van de moord op Charlie Kirk, de bizarre relatie tussen de VS en Europa én Bernard gaat voorspellen. Twee jaar op rij komen z’n voorspelling uit, dat belooft dus wat. Dit keer doet ‘ie een voorspelling over de macht in het Huis van Afgevaardigden.See omnystudio.com/listener for privacy information.

De Amerikapodcast én BNR Beurs slaan deze laatste dagen van het jaar de handen ineen. Met Bernard Hammelburg blikken we terug op een krankzinnig jaar aan Amerikaanse nieuws. Het gaat over de gevolgen van Trumps Liberation Day. Wat merkt de gewone Amerikaan daar van? Je hoort van Bernard meer over de inflatie (de prijs van eieren komt weer voorbij) en of de president de strijd tegen de hoge prijzen wint. En waarom hij vindt dat de Amerikaanse economie stil staat. Verder hebben we het over de impact van de moord op Charlie Kirk, de bizarre relatie tussen de VS en Europa én Bernard gaat voorspellen. Twee jaar op rij komen z’n voorspelling uit, dat belooft dus wat. Dit keer doet ‘ie een voorspelling over de macht in het Huis van Afgevaardigden.See omnystudio.com/listener for privacy information.

I veckans avsnitt pratar vi småbolag med Johan Thorén som är förvaltare, vd och partner på Strand Kapitalförvaltning. Det är ett år sedan han gästade podden senast och vi är såklart nyfikna på hur han ser på börsåret som vi snart lägger till handlingarna och om det är dags för småbolagens revansch.Bolagsstyrelserna har börjat fatta investeringsbeslut igen efter att ha lamslagits av "Liberation Day", hushållen har börjat ta på sig spenderarbyxorna och vi vågar äntligen åka in till verkstaden igen när servicelampan på bilen lyser. Dessutom förklarar Johan varför Riksbanken kanske behöver anställa psykologer och meteorologer, hur han lynchar, hur han agerat i Evolution och varför Spotifys intåg på svenska ljudboksmarknaden kan bli en boost för Storytel.Det och mycket mer!Trevlig lyssning på dig,NicklasDe pengar som placeras kan både öka och minska i värde och det är inte säkert att du får tillbaka hela det insatta kapitalet. Historisk avkastning är ingen garanti för framtida avkastning. Hosted on Acast. See acast.com/privacy for more information.

The One Big Beautiful Bill Act capped off a hectic year for tax policy. It extended key Tax Cuts and Jobs Act provisions, reshaped the outlook for 2026, and raised fresh questions about the deficit. In this episode, Kyle Hulehan and Erica York are joined by Daniel Bunn, President and CEO, and Jared Walczak, Vice President of State Projects, to break down what the law did, walk through our projections, and zoom out to other defining fights of 2025: Trump's "Liberation Day" tariffs, the Supreme Court challenge over presidential tariff power, and the growing wave of property tax revolts across the states.  Support the showFollow us!https://twitter.com/TaxFoundationhttps://twitter.com/deductionpodSupport the show

The One Big Beautiful Bill Act capped off a hectic year for tax policy. It extended key Tax Cuts and Jobs Act provisions, reshaped the outlook for 2026, and raised fresh questions about the deficit. In this episode, Kyle Hulehan and Erica York are joined by Daniel Bunn, President and CEO, and Jared Walczak, Vice President of State Projects, to break down what the law did, walk through our projections, and zoom out to other defining fights of 2025: Trump's "Liberation Day" tariffs, the Supreme Court challenge over presidential tariff power, and the growing wave of property tax revolts across the states.  Support the showFollow us!https://twitter.com/TaxFoundationhttps://twitter.com/deductionpodSupport the show

Maria Jose Alvarez, Client Success Manager at Tellimer, joins CEO Duncan Wales for a special year-in-review episode, revisiting what the team got right — and less right — in their 2025 emerging markets outlook. They unpack the impact of Trump's second term and “Liberation Day” tariffs, the weaker US dollar and its outsized boost to EM local debt, hard currency bonds and equities, and why frontier markets like Vietnam and Indonesia quietly benefited from trade re-routing. The conversation also covers a more complicated-than-expected geopolitical backdrop, the absence of new sovereign defaults, the role of elections in shaping policy credibility, and why local rates, idiosyncratic restructurings and selected high-yield stories remain central to the EM opportunity set going into 2026.The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠ – Emerging Markets, Connected. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. To get access to our top picks for 2026, please contact sales@tellimer.com.The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.DISCLAIMERThis podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Technologies Limited does not offer or provide advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠Tellimer.com⁠⁠⁠⁠⁠⁠⁠. 

Today's guest is Rick Rieder. Rick oversees more than $2 trillion in assets as the Chief Investment Officer of Global Fixed Income at BlackRock. He also heads the Fundamental Fixed Income business and the Global Allocation Investment Team. In today's episode, Rick discusses the current state of the markets, focusing on year-end dynamics, free cash flow at big-tech companies, and the evolving economic landscape since Liberation Day. He explains both what he expects the Fed to do and what he thinks they should do, and how that relates to portfolio construction. The discussion also explores the differences between gambling and investing, lessons from tennis that apply to investing, and much more. (0:00) Starts (1:31) Rick Rieder's market thoughts (4:23) Market sentiment and cash flow impacts (7:18) Small caps, M&A potential, and broad economic concerns (17:12) Interest rate forecasts (21:13) BINC ETF and fixed income outlook (24:28) Gambling vs. investing (31:36) Perspectives on precious metals and technological investment implications (35:27) Investing advice for young people and 2026 outlook ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information, please visit acretrader.com/meb. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

As 2025 draws to a close, investors are reflecting on a year that tested their emotional discipline – from Liberation Day tariffs to geopolitical events that sent markets into turmoil. What separated those who thrived from those who struggled? In this episode of the Beyond Markets Podcast, Helen Freer sits down with Yves Klenk, Head of Client Coverage and Advisory at Julius Baer, to discuss what worked well and what worked less well this year, why resisting the urge to react emotionally was crucial, and what lies ahead for 2026. They explore the ongoing AI story and how to diversify exposure along the value chain, the case for reducing USD concentration, and why currencies like the Australian dollar and structured products deserve a closer look as investors position for the year ahead.(00:11) - Introduction (00:53) - The role of Client Coverage and Advisory (01:37) - What worked well in 2025 (03:28) - What didn't go according to plan (04:42) - Why 2025 was so tough to navigate (06:26) - Can the AI story continue in 2026? (08:56) - Reducing USD exposure without sacrificing yield (11:19) - Three levels of diversification (12:56) - How to deploy fresh capital now (14:49) - Closing remarks Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Highlights include:0:05 How U.S policy and rate differences may shape the USD and CAD outlook6:55 Looking at where U.S trade policy might be headed12:15 How inflation trends and leverage may change views on tariffs17:40 What investors should look forward to in 2026  For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the key drivers, risks, and sector shifts shaping European equities in 2026. Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research Product in Europe.Marina Zavolock: And I'm Marina Zavolock, Chief European Equity Strategist.Paul Walsh: And today – our views on what 2026 holds for the European stock market.It's Tuesday, December 9th at 10am in London.As we look ahead to 2026, there's a lot going on in Europe stock markets. From shifting economic wins to new policies coming out of Brussels and Washington, the investment landscape is evolving quite rapidly. Interest rates, profit forecasts, and global market connections are all in play.And Marina, the first question I wanted to ask you really relates to the year 2025. Why don't you synthesize your, kind of, review of the year that we've just had?Marina Zavolock: Yeah, I'll keep it brief so we can focus ahead. But the year 2025, I would say is a year of two halves. So, we began the year with a lot of, kind of, under performance at the end of 2024 after U.S. elections, for Europe and a decline in the euro. The start of 2025 saw really strong performance for Europe, which surprised a lot of investors. And we had kind of catalyst after catalyst, for that upside, which was Germany's ‘whatever it takes' fiscal moment happened early this year, in the first quarter.We had a lot of headlines and kind of anticipation on Russia-Ukraine and discussions, negotiations around peace, which led to various themes emerging within the European equities market as well, which drove upside. And then alongside that, heading into Liberation Day, in the months, kind of, preceding that as investors were worried about tariffs, there was a lot of interest in diversifying out of U.S. equities. And Europe was one of the key beneficiaries of that diversification theme.That was a first half kind of dynamic. And then in the second half, Europe has kept broadly performing, but not as strongly as the U.S. We made the call, in March that European optimism had peaked. And the second half was more, kind of, focused on the execution on Germany's fiscal. And post the big headlines, the pace of execution, which has been a little bit slower than investors were anticipating. And also, Europe just generally has had weak earnings growth. So, we started the year at 8 percent consensus earnings growth for 2025. At this point, we're at -1, for this year.Paul Walsh: So, as you've said there, Marina, it's been a year of two halves. And so that's 2025 in review. But we're here to really talk about the outlook for 2026, and there are kind of three buckets that we're going to dive into. And the first of those is really around this notion of slipstream, and the extent to which Europe can get caught up in the slipstream that the U.S., is going to create – given Mike Wilson's view on the outlook for U.S. equity markets. What's the thesis there?Marina Zavolock: Yeah, and thank you for the title suggestion, by the way, Paul of ‘Slipstream.' so basically our view is that, well, our U.S. equity strategist is very bullish, as I think most know. At this stage he has 15 percent upside to his S&P target to the end of next year; and very, very strong earnings growth in the U.S. And the thesis is that you're getting a broadening in the strength of the U.S. economic recovery.For Europe, what that means is that it's very, very hard for European equities to go down – if the U.S. market is up 15 percent. But our upside is more driven by multiple expansion than it is by earnings growth. Because what we continue to see in Europe and what we anticipate for next year is that consensus is too high for next year. Consensus is anticipating almost 13 percent earnings growth. We're anticipating just below 4 percent earnings growth. So, we do expect downgrades.But at the same time, if the U.S. recovery is broadening, the hopes will be that that will mean that broadening comes to Europe and Europe trades at such a big discount, about 26 percent relative to the U.S. at the moment – sector neutral – that investors will play that anticipation of broadening eventually to Europe through the multiple.Paul Walsh: So, the first point you are making is that the direction of travel in the U.S. really matters for European stock markets. The second bucket I wanted to talk about, and we're in a thematically driven market. So, what are the themes that are going to be really resonating for Europe as we move into 2026?Marina Zavolock: Yeah, so let me pick up on the earnings point that I just made. So, we have 3.6 percent earnings growth for next year. That's our forecast. And consensus – bottom-up consensus – is 12.7 percent. It's a very high bar. Europe typically comes in and sees high numbers at the beginning of the year and then downgrades through the course of the year. And thematically, why do we see these downgrades? And I think it's something that investors probably don't focus on enough. It's structurally rising China competition and also Europe's old economy exposure, especially in regards to the China exposure where demand isn't really picking up.Every year, for the last few years, we've seen this kind of China exposure and China competition piece drive between 60 and 90 percent of European earnings downgrades. And looking at especially the areas of consensus that are too high, which tend to be highly China exposed, that have had negative growth this year, in prior years. And we don't see kind of the trigger for that to mean revert. That is where we expect thematically the most disappointment. So, sectors like chemicals, like autos, those are some of the sectors towards the bottom of our model. Luxury as well. It's a bit more debated these days, but that's still an underweight for us in our model.Then German fiscal, this is a multi-year story. German fiscal, I mentioned that there's a lot of excitement on it in the first half of the year. The focus for next year will be the pace of execution, and we think there's two parts of this story. There's an infrastructure fund, a 500-billion-euro infrastructure fund in Germany where we're seeing, according to our economists, a very likely reallocation to more kind of social-related spend, which is not as great for our companies in the German index or earnings. And execution there hasn't been very fast.And then there's the Defense side of the story where we're a lot more optimistic, where we're seeing execution start to pick up now, where the need is immense. And we're seeing also upgrades from corporates on the back of that kind of execution pickup and the need. And we're very bullish on Defense. We're overweight the issue for taking that defense optimism and projecting out for all of Europe is that defense makes up less than 2 percent of the European index. And we do think that broadens to other sectors, but that will take years to start to impact other sectors.And then, couple other things. We have pockets of AI exposure in the enabler category. So, we're seeing a lot of strength in those pockets. A lot of catch up in some of those pockets right now. Utilities is a great example, which I can talk about. So, we think that will continue.But one thing I'm really watching, and I think a lot of strategists, across regions are watching is AI adoption. And this is the real bull case for me in Europe. If AI adoption, ROI starts to become material enough that it's hard to ignore, which could start, in my opinion, from the second half of next year. Then Europe could be seen as much more of a play on AI adoption because the majority of our index is exposed to adoption. We have a lot of low hanging fruit, in terms of productivity challenges, demographics, you know, the level of returns. And if you track our early adopters, which is something we do, they are showing ROI. So, we think that will broaden up to more of the European index.Paul Walsh: Now, Marina, you mentioned, a number of sectors there, as it relates to the thematic focus. So, it brings us onto our third and final bucket in terms of what your model is suggesting in terms of your sector preferences…Marina Zavolock: Yeah. So, we have, data driven model, just to take a step back for a moment. And our model incorporates; it's quantum-mental. It incorporates themes. It incorporates our view on the cycle, which is in our view, we're late cycle now, which can be very bullish for returns. And it includes quant factors; things like price target, revisions breadth, earnings revisions breadth, management sentiment.We use a Large Language Model to measure for the first time since inception. We have reviewed the performance of our model over the last just under two years. And our top versus bottom stocks in our model have delivered 47 percent in returns, the top versus bottom performance. So now on the basis of the latest refresh of our model, banks are screening by far at the top.And if you look – whether it's at our sector model or you look at our top 50 preferred stocks in Europe, the list is full of Banks. And I didn't mention this in the thematic portion, but one of the themes in Europe outside of Germany is fiscal constraints. And actually, Banks are positively exposed to that because they're exposed to the steepness – positively to the steepness – of the yield curve.And I think investors – specialists are definitely optimistic on the sector, but I think you're getting more and more generalists noticing that Banks is the sector that consistently delivers the highest positive earnings upgrades of any sector in Europe. And is still not expensive at all. It's one of the cheapest sectors in Europe, trading at about nine times PE – also giving high single digit buyback and dividend yield. So that sector we think continues to have momentum.We also like Defense. We recently upgraded Utilities. We think utilities in Europe is at this interesting moment where in the last six months or so, it broke out of a five-year downtrend relative to the European index. It's also, if you look at European Utilities relative to U.S. Utilities – I mentioned those wide valuation discounts. Utilities have broken out of their downtrend in terms of valuation versus their U.S. peers. But still trade at very wide discounts. And this is a sector where it has the highest CapEx of any sector in Europe – highest CapEx growth on the energy transition. The market has been hesitant to kind of benefit the sector for that because of questions around returns, around renewables earlier on. And now that there's just this endless demand for power on the back of powering AI, investors are more willing to benefit the sector for those returns.So, the sector's been a great performer already year to date, but we think there's multiple years to go.Paul Walsh: Marina, a very comprehensive overview on the outlook for European equities for 2026. Thank you very much for taking the time to talk.Marina Zavolock: Thank you, Paul.Paul Walsh: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

As Syrians celebrate ‘Liberation Day’, we get the mood on the ground in Damascus and assess how far the country has come. Then: Hong Kong’s local elections in the wake of deadly fires and the future of Hollywood as Netflix buys Warner Bros Discovery. Plus: Monocle’s Christmas market in Paris.See omnystudio.com/listener for privacy information.

Niels and Alan explore how a fragile macro regime reshapes systematic investing, from a politicised Fed succession to widening cracks in a debt-laden, equity-dependent economy. A shifting bond landscape, rising capital demands from AI and renewed tariff risks challenge the old 60/40 orthodoxy. Listener questions on US policy shocks and the Yen carry trade open a deeper look at when trend helps and when it hurts. The episode culminates in a world exclusive of SocGen's 2026 index changes and the first public reveal of Alan's new paper: The Regime-Adaptive Portfolio, for genuinely resilient, opportunity-aware global wealth compounding intelligently, prudently over the decade ahead.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Episode TimeStamps:00:00 - Voiceover and introduction to the Systematic Investor Series00:23 - Niels and Alan open, what is on their radar this week01:27 - Fed succession as a political risk factor and betting markets03:33 - Crypto moves, Vanguard's platform shift and MicroStrategy index pressure05:53 - Listener questions: can constant US policy shocks break trend?06:33 - Trouble for trend or just another regime to endure and adapt to08:55 - Short-term CTAs, Liberation Day and when speed becomes a handicap11:11 - How CTAs are positioned for a yen carry unwind and JGB nuances12:16 - November trend update, five straight positive months and short-term pain13:35 - World exclusive: new SocGen CTA and...

Frankie Val returns after a rain-soaked Liberation Day trip to Yankee Stadium and kicks off a packed Thursday night with guest nutritionist Jay Gulanello before welcoming regenerative rancher Eric Perner. Together they explore how soil health, cattle stewardship, and land management can restore ecosystems, and why true conservation has been hijacked by centralized environmentalism. In the second half, Frankie shifts gears into a long-form conversation with Timothy Gordon and author Robert Morrow Jr. to discuss Morrow's new book Malachi Martin: In the Shadows of the Vatican. The trio digs into Martin's alleged covert work, Vatican intrigue, demonic encounters, the Third Secret of Fatima, Windswept House, and the shadow battles shaping the modern Church. With trademark humor, cozy storytelling, audience interaction, and open phone lines, Frankie blends personal moments, theology, geopolitics, and cultural commentary into an energetic, wide-ranging episode that moves from baseball and birthdays to exorcisms, espionage, and the collapse of institutional trust.

Financial Revelations with David Szafranski – Christmas Edition Welcome to the Christmas edition of Financial Revelations with David Szafranski! We're wrapping up the year with mission updates, a market recap, giveaways, and David's outlook for the months ahead.

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureCalifornia is imploding, they want to retroactively tax billionaires, they are becoming desperate. Trump has brought fuel down below $2 in Co. Trump shows the country he has reversed everything that Biden has done. Trump lets the people know that Liberation day is coming, we will be liberated from the [CB]. The [DS] is panicking, Trump is dismantling the drug, human, child trafficking networks. Trump is exposing which countries are involved in manipulating the election. The [DS] is fighting back trying to remove the leaders of the agencies, this will fail. The [DS] will push for riots and war and Trump is already putting things into place to counter all of this. Liberation Day is approaching. Economy https://twitter.com/amuse/status/1995869912196161753?s=20   unveiled a retroactive billionaire tax targeting 2025 residency. The 5% levy applies even if the individual has already relocated, turning “temporary” fiscal policy into a weapon against those who stayed too long. While courts have sometimes upheld narrow retroactive taxes, justices from Scalia to O'Connor have warned against exactly this kind of “bait-and-switch” confiscation. As California's population and revenue base shrink, the state appears willing to gamble on a constitutionally dubious wealth grab to plug the holes. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/_johnnymaga/status/1995607860026507467?s=20 Manufacturing Surveys Show Conflicting Signals: Growth or Contraction? Two closely watched surveys of U.S. manufacturing activity painted sharply divergent pictures in November, with one showing continued expansion and the other reporting accelerating contraction, highlighting deep uncertainty about the sector's health amid ongoing adjustment to the new rules of global trade. The S&P Global U.S. Manufacturing PMI registered 52.2 in November, marking the fourth consecutive month above the 50 threshold that separates expansion from contraction. However, the reading slipped from 52.5 in October. By contrast, the ISM Manufacturing PMI fell to 48.2, down from 48.7 in October and marking the ninth consecutive month of contraction. The divergence places the two surveys on opposite sides of the expansion-contraction divide, an unusual occurrence that suggests significantly different conditions across the manufacturing landscape.  https://twitter.com/ShadowofEzra/status/1995904464625000594?s=20   the national debt. He adds that in the future Americans will no longer have to pay income tax at all. https://twitter.com/WatcherGuru/status/1995906384764846376?s=20 Reminder, that the objective of the tariffs is not just using trade to secure peace. It's about freeing the American People from slavery via income tax. That's why Trump called it “Liberation Day” when he implemented the tariff economic plan. The goal is no income tax. Political/Rights https://twitter.com/LiberalsLeaving/status/1995524375534321766?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995524375534321766%7Ctwgr%5E1abd29295b52f4bb4422e1469e33d198815032f8%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fellen-degeneres-planning-crawl-back-united-states-after%2F  OUTRAGE: New York Quietly Releases Nearly 7,000 Dangerous Illegal Migrants Including Rapists, Killers, Terrorists, and Repeat Offenders With Zero Notice to ICE   U.S. Immigration and Customs Enforcement (ICE) Director Todd Lyons has issued an explosive letter to New York Attorney General Letitia James, demanding immediate action after state and local officials quietly released nearly 7,000 criminal illegal aliens, including rapists, killers, gang members, and repeat violent offenders, without honoring ICE detainers and without a single notification to federal authorities. Since January 20, New York has released 6,947 criminal illegal aliens back onto the streets. These offenders are tied to: 29 homicides 2,509 assaults 199 burglaries 305 robberies 392 dangerous drug offenses 300 weapons offenses 207 sexual predatory offenses Worse, another 7,113 criminal aliens remain in New York custody today, all with active ICE detainers that state officials continue to ignore. These detainees include: 148 charged with homicide 717 charged with assault 134 charged with burglary 106 charged with robbery 235 dangerous drug offenses 152 weapons offenses 260 sexual predatory offenses Source: thegatewaypundit.com  https://twitter.com/DataRepublican/status/1995618958586904896?s=20 https://twitter.com/ColonelTowner/status/1995674641591873840?s=20   similar and blind sided the CIA and a few months later another one was exposed that wasn't on the completed list. They're paid out of proprietary companies that no one tracks. https://twitter.com/mattvanswol/status/1995652622112760293?s=20   invaders to slaughter our heroes, suck dry our hard-earned tax dollars, or snatch the benefits owed to AMERICANS. WE DON’T WANT THEM. NOT ONE. https://twitter.com/libsoftiktok/status/1995735514469527661?s=20 DOGE Geopolitical https://twitter.com/JoeLang51440671/status/1995662088337768634?s=20 Delegation of U.S. Representatives From Intelligence Committee Traveled to Honduras to “Observe” Election   , a delegation of U.S. Representatives traveled to Honduras to personally “participate in observation” of their elections to “underscore the United States' continued support for transparent, credible, and peaceful democratic processes in the region,” according to a press release from Representative Rick Crawford, the Chairman of the House Permanent Select Committee on Intelligence. https://twitter.com/RepRickCrawford/status/1995625707318509587?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995625707318509587%7Ctwgr%5Ecbef4e85d24884b779ca77c501bc569911e36442%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fdelegation-u-s-representatives-intelligence-committee-traveled-honduras%2F  Hemisphere neighborhood rests heavily on our key allies’ ability to instill trust in their commitment to democracy and the administering of free and fair elections. The people of Honduras made it very clear they wanted U.S. eyes on this election, and they showed up in droves at voting locations yesterday to peacefully exercise their right to determine the future of their country. Source: thegatewaypundit.com War/Peace Trump gives Maduro a week to leave Venezuela… and the latter requests a full pardon Trump gives Maduro a week to leave Venezuela… and the latter requests a full pardon   Maduro also expressed his willingness to leave his country on the condition that he and his family members receive a full legal pardon that includes lifting all US sanctions and ending the high-profile case he faces before the International Criminal Court. These developments come as Maduro appeared before a crowd near the presidential palace, affirming his “absolute loyalty” to the Venezuelan people, surrounded by senior officials in his government. Source:  iraqidinarchat.net  Trump's Latin American Allies Against Venezuela  alliances are shaping up in the Caribbean, with many countries abandoning Venezuela and supporting the United States. Venezuelan leader Nicolás Maduro is becoming increasingly isolated as regional governments shift away from Chavismo and move closer to Washington. Honduras and St. Vincent and the Grenadines, once reliable partners for Caracas, have both elected new governments that pledged to distance themselves from Maduro.  Honduras   Argentina, Ecuador, El Salvador, and Bolivia have also deteriorated as those countries shifted to the right. Puerto Rico and the U.S. Virgin Islands, both U.S. territories, have seen a renewed military buildup, with fighter jets and transport aircraft operating from Cold War-era facilities such as Roosevelt Roads and new activity at St. Croix's airport. Grenada is considering a U.S. request to host temporary radar equipment and personnel at Maurice Bishop International Airport. The government is still weighing technical and safety concerns, and the decision is complicated by the 1983 U.S. invasion and the airport's symbolic significance. Colombia remains the strongest partner, working closely with the United States on counter-narcotics, sanctions enforcement, and intelligence sharing, while also coordinating policy on the region's largest population of Venezuelan refugees. Paraguay and Uruguay consistently vote with Washington at the OAS to isolate Maduro and support democratic transition efforts. Ecuador works with the United States on organized crime, Venezuelan gang activity, and sanctions evasion, and has been publicly critical of the regime.  Maduro's remaining allies in the region are Cuba and Nicaragua, but neither is positioned to provide meaningful assistance. Cuba publicly supports Venezuela but is facing a severe economic crisis and avoids committing to any response if the United States takes military action  source: thegatewaypundit.com  https://twitter.com/DC_Draino/status/1995595335771836726?s=20 https://twitter.com/DC_Draino/status/1995682004151783727?s=20 New York Times Catches Washington Post Red-Handed Defaming Pete Hegseth as a ‘War Criminal' Regarding Previous Strike on Narcotrafficking Boats – Reveals Full Story Behind Attack  The narrative regarding Secretary of War Pete Hegseth ordering the killing of survivors in a boat attack in the Caribbean has officially been debunked by a highly unlikely source, which revealed the full story behind the attack. Source:thegatewaypundit.com https://twitter.com/SeanParnellUSA/status/1995674824715501844?s=20 https://twitter.com/JDVance/status/1995883027881144762?s=20   countless “anonymous” leaks meant to undermine him and thwart President Trump and other Realists in the Administration. Bogus story after bogus story. It's the same tired playbook. And for their next act? —They want him tried for war crimes. Yep—war crimes. They intend to prosecute another political opponent. They have lost it. Congressional Democrats are fueled by a radicalized Leftist base and are hellbent on power. The rules don't matter to them. At all. Sound familiar? Russiagate, Dem censorship, Covid tyranny, Dem weaponization of DOJ TO MY FELLOW REPUBLICANS: Understand this reality and never bend the knee to this bullshit. Fight back. The liberal media will never love you. If Europe wants a war, we are ready to fight now, says Vladimir Putin   Putin Says ‘Ready For War’ Against Europe If Attacks On Russian Tankers, Energy Continue   Europe, which has been largely sidelined when it comes to the US peace plan version, Putin is angry. He denounced a recent series of drone strikes on oil and gas tankers carrying Russian energy exports acts of “piracy”. He also on Tuesday made clear that European demands related to Moscow are not at all acceptable, suggesting that they are by intention an effort to prod and anger Russia. He said that “Europe only proposes unacceptable demands,” according to Interfax. “They are on the side of war,” he said of the Europeans. “Russia has no intention of going to war with European countries. But if Europe wants war Russia is ready” – Putin has told journalists before meeting Witkoff and Kushner. https://twitter.com/clashreport/status/1995873487806751007?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995873487806751007%7Ctwgr%5Ebba698f8622537fd3d54c6bdae932a981c0c754e%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fgeopolitical%2Fputin-threatens-ready-war-against-europe-if-attacks-russian-tankers-energy-continue *  Source: zerohedge.com https://twitter.com/BRICSinfo/status/1995883653524848869?s=20 Trump's Push to End the Ukraine War Is Sowing Fresh Fear About NATO's Future This week will bring a split screen that will reinforce growing doubts in Europe about the American commitment to the alliance that has served as the bedrock of Western unity since the end of World War II. On one side, White House special envoy Steve Witkoff will be in Moscow for the latest round of peace talks with the Kremlin over the Ukraine war. Witkoff, who has yet to visit Ukraine, is making his sixth trip to Moscow this year. Source: wsj.com Medical/False Flags https://twitter.com/tracybeanz/status/1995856194779402737?s=20  . Why is this? False Alarms: Rethinking Breast Cancer Screening https://twitter.com/disclosetv/status/1995887210965729768?s=20 [DS] Agenda  https://twitter.com/SecDuffy/status/1995649610488914054?s=20   fix this or lose $30 million in federal funding  https://twitter.com/SecScottBessent/status/1995615377284628908?s=20 @POTUS @realDonaldTrump , we are acting fast to ensure Americans' taxes are not funding acts of global terror. We will share our findings as our investigation continues. “President Trump is Threatening to Kill Me!” – Dem Senator Mark Kelly Goes on Insane Rant During Presser on ‘Pentagon Intimidation' (VIDEO) Democrat Senator Mark Kelly claimed Trump threatened to kill him during a press conference on ‘Pentagon intimidation' on Monday. Mark Kelly is one of the ‘Seditious Six' Democrat lawmakers who urged members of the military to defy Trump's orders. Source: thegatewaypundit.com https://twitter.com/amuse/status/1995606715190890968?s=20   run a foreign influence operation targeting the very government his twin serves in. United24, created by Ukraine's Ministry of Digital Transformation using a USAID-funded infrastructure, appointed Scott Kelly, Senator Mark Kelly’s twin brother, as its ambassador to help raise money for the propaganda outlet. Since then it has raised $2.72 billion, much of it routed quietly via cryptocurrency. United24 produces coordinated messaging marketed as “fact-checking” and “anti-corruption efforts,” but in practice operates as a state propaganda engine shaping US public opinion and Congressional support for Ukraine's war. JUST IN: Schumer Claims Three of His New York Offices Received “MAGA” Bomb Threats (VIDEO)  Senate Minority Leader Chuck Schumer on Monday claimed three of his offices received “MAGA” bomb threats.   Schumer said he was informed that his offices received the threats from emails with the subject line ‘MAGA' from an email address claiming the ‘2020 election was rigged.' https://twitter.com/tararosenblum/status/1995601284892971273?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995601284892971273%7Ctwgr%5Ec0381dd15615388f5e8a8ba9d4cced6b8217b451%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fschumer-claims-three-his-new-york-offices-received%2F Source: thegatewaypundit.com https://twitter.com/TonySeruga/status/1995838817975370228?s=20   Scott Kelly (Ukrainian President Volodymyr Zelensky appointed Mark Kelly's twin brother, Scott Kelly as an ambassador for Ukraine’s official fundraising platform, UNITED24) to leak ‘stories’ to the media and undermine Secretary Hegseth. https://twitter.com/TonySeruga/status/1995847809627766919?s=20   Nuland, Samantha Power, Lisa Monaco, and Susan Rice. https://twitter.com/TonySeruga/status/1946588339488038984?s=20 minutes to the Obama's War Room residence, sight unseen. President Trump's Plan https://twitter.com/nicksortor/status/1995914978730144246?s=20  and will begin to stop moving federal funds into those states until they comply.” https:/twitter.com/amuse/status/1995847602743439722?s=20 Amuse: LAWFARE: Trump just removed another 8 pro-illegal immigration judges in Manhattan, 90 fired so far as he restores rule of law to the immigration courts. On December 1, the Trump administration dismissed eight immigration judges at 26 Federal Plaza in Manhattan for patterns of excessive asylum approvals, refusal to enforce statutory standards and unmanageable processing delays. This brings Trump's total removals to 90 judges nationwide. The administration says the effort is necessary to dismantle the pipeline of activist judges who reward illegal entry with near-automatic asylum approvals. Conservatives call it long-overdue accountability; opponents concede the judges had serious performance issues. https://twitter.com/DC_Draino/status/1995586287064039445?s=20   witnessing a Judicial Insurrection. BREAKING: DOJ to Hit Comey, Letitia James with New Indictments As Soon as This Week The DOJ is seeking new indictments against James Comey and Letitia James after a Clinton judge dismissed both of their cases last week. A grand jury in the Eastern District of Virginia indicted former FBI Director James Comey in September. He was indicted on two counts – false statements and obstruction of a congressional proceeding. New York Attorney General Letitia James was indicted by a federal grand jury in the Eastern District of Virginia last month. Source: thegatewaypundit.com https://twitter.com/amuse/status/1995886116356968591?s=20   grip on power. Democrats tried to block all three from serving. When that failed, they turned to nonstop “anonymous sources,” fake jacket stories, bogus intelligence leaks, and now a desperate push to prosecute Hegseth for imaginary war crimes. Their radicalized base demands a new Russiagate every month, and congressional Democrats are delivering, rules be damned. This is the same machinery that fueled censorship, Covid authoritarianism, and DOJ abuse. The only response: refuse to bow. https://twitter.com/nicksortor/status/1995623545377096023?s=20    Trump is back to pushing for the Senate to terminate the filibuster.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

In this week's Systematic Investor episode, Niels and Andrew Beer explore how a broken 60/40 paradigm is forcing wealth managers into a new world of “other” diversifiers. Andrew reflects on the Goldman Sachs report about private wealth flows, the rise of liquid alts and why big houses are suddenly launching trend ETFs. The conversation dives into replication versus traditional CTAs, the true cost of complexity, and Simplify's new index-based product built on Andrew's strategy. Along the way they debate pods, Bitcoin, and Andrew's evolving metaphor of managed futures as a cloudy, but occasionally crystal-clear, macro crystal ball.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Andrew on Twitter.Episode TimeStamps: 00:00 - Intro and Thanksgiving reflections, gratitude and mood after the holiday01:14 - Goldman report: trillions from wealthy investors and a seismic shift away from 60/4003:38 - Why bonds stopped diversifying and the growth of the “other” bucket in portfolios05:44 - Liquid alts vs illiquid alts and the timing of big firms launching trend ETFs08:25 - Odd Lots, pods and Dalio's skepticism on multi-strats' future09:22 - Bitcoin's volatile run and rumors of a manipulated pullback10:59 - November performance: zigzags in trend indices and short-term traders' struggles12:55 - How DBMF positioned: concentration, short yen, euro pain and being contrarian post “Liberation Day”16:05 - Are we still “replication”? Alternative data beta, tracking error and what's really...

Please Follow us on: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠⁠⁠! In this special 200th episode, Kimberly and Tommaso celebrate a milestone while discussing their upcoming move to Italy. They share insights into Italian holiday traditions and meals, offering a look at how these differ from American celebrations. Key Points: The Podcast's Journey: Kimberly and Tommaso il Favoloso reflect on 200 episodes of their podcast which they started during COVID.. Their podcast's goal has always been to share their love of Italy and offer travel insights. Future plans include returning to a weekly episode schedule after their move to Italy. Thanksgiving in America vs. Holidays in Italy: Kimberly describes the traditional American Thanksgiving meal, which has remained largely unchanged for 400 years. Tommaso shares his enjoyment of the Thanksgiving meal. The conversation shifts to Italian holiday meals, highlighting their variety and cultural significance. Visiting Italy during a holiday offers a chance to experience unique traditions and less crowded destinations. Italian Christmas Eve (La Vigilia): Most Europeans celebrate Christmas on Christmas Eve with their main meal. The traditional Christmas Eve meal in Italy is seafood, a “lean day” without meat. Italian Christmas Eve dinner begins early with aperitivo, followed by antipasti (no meat), pasta or risotto and fish as the main course. Desserts include panettone, pandoro and torrone. Kimberly recounts loud, lively Christmas Eve dinners in Milan with extended family. Italian Easter (Pasqua): For Easter, Italians eat lamb, not ham. The day starts with Colomba, a dove-shaped, sweeter version of panettone, symbolizing peace and rebirth. Eggs are important, appearing in dishes like torta pasqualina and brodetto pasquale. Artichokes, asparagus, or chicory accompany the lamb. A popular dessert is pastiera napolitana, a creamy, sweet cake from Naples. Other Italian Holidays: Italy celebrates several non-religious holidays, such as Liberation Day and Festa della Repubblica. Religious holidays like Ognissanti on November 1st involves eating Pane de Morti (bread of the dead). New Year's Eve (Capodanno) is a religious holiday focused on symbolic foods for luck and prosperity. Old school Italians eat 12 grapes at midnight for luck in each month of the year. Epifania (Epiphany) on January 6th, marks the end of the Christmas season and includes a fun tradition with La Befana, a kind witch who brings treats. Celebrations for La Befana include a regatta in Venice and a national festival in Urbania Planning Your Trip: Experiencing Italian holidays offers a chance to enjoy different cultural traditions and foods. Agriturismos or small family-run hotels are ideal for experiencing traditional holiday meals. Join us in this episode as we uncover the true essence of Italian holiday traditions, providing a realistic and enriching perspective on what to expect and enjoy.

It's been over six months since the so-called 'Liberation Day' tariffs -- a 10% baseline tariff on all US imports, and additional country-specific tariffs determined by their trade surplus with the US -- came into effect. The Trump administration argued these tariffs would result in a stronger economy, and a revival of American manufacturing. Have they? Chad Bown joins EconoFact Chats to discuss the rollout and consequences of the sweeping tariffs thus far, and how they compare to the tariffs enacted during the first Trump administration. Chad is the Reginald Jones Senior Fellow at the Peterson Institute for International Economics.

On this November 14 episode we examine a market that is drifting without a single unifying negative narrative yet is steadily accumulating reasons for concern. High yield spreads are widening, and option adjusted spreads on CCC rated debt never returned to their pre Liberation Day lows. Creditors, it seems, have been pricing in greater risk for some time, and the recent rise in spreads only reinforces that view.We note as well that lending to non bank financial institutions has surged by roughly fifty percent since the start of the year, much of which we suspect has flowed to private credit firms that have expanded rapidly during this cycle. The broader backdrop is no more comforting. OpenAI has requested government assistance, car loan delinquencies have reached a record high, Bitcoin has suffered fresh declines, and the economic uncertainty index remains elevated.Taken together the picture is not one of outright crisis, but of mounting stresses in corners of the financial system that investors can no longer ignore.

ABOUT SCOTT JENNINGS AND A REVOLUTION OF COMMON SENSEMore than a play-by-play of executive orders and media showdowns, Jennings's book provides a sharp, surprising look at how Trump moved fast, broke norms, and reframed the political debate around a single question: What makes sense? His combination of sharp political acumen and unmatched access makes A REVOLUTION OF COMMON SENSE essential reading for anyone wanting to understand the significance of the Trump presidency.An unprecedented inside look at how President Donald Trump has re-taken Washington by storm in his historic second term, written with the participation of the President and his inner circle.From the Oval Office to Air Force One, and from his unique perch as the most popular conservative commentator at CNN, Jennings provides a revelatory look at the dramatic return of Donald Trump to the White House and his efforts to restore common sense to American government and save Western Civilization in the process.KEY THEMES AND INSIGHTS. Unprecedented Access to Power: Rare behind-the-scenes accounts and interviews with some of the most consequential figures in the administration, including President Trump, Marco Rubio, Pete Hegseth, Scott Bessent, and Elon Musk. Jennings highlights their roles in shaping policies and offers unique insights into their interactions and decision-making processes.. Restoring Common Sense in Governance: What the Trump team's historic actions on immigration, tariffs, and energy independence mean for America's future.. Reform and Efficiency: The book examines efforts to streamline bureaucracy and challenge the status quo in Washington, including Elon Musk's appointment to lead DOGE, his efforts to cut government waste, and the backlash. Jennings also reports on private conversations between Trump and Musk about leveraging technology and innovation to rehaul government operations.. Trump's Foreign Policy and Economic Nationalism: Trump's unconventional diplomacy, including efforts to end the Russia-Ukraine war and his focus on reshaping global trade through policies like the "Liberation Day" tariffs.. Putting Readers In The Room: Jennings provides an insider's look at a visit to the Oval Office and a trip on Air Force One, where President Trump discusses policy priorities and strategy with his advisors, offering a glimpse into his leadership style.. The Media's Role in Politics: Jennings' front-line perspective on the cultural and political battles playing out on national television.. America's Future: How Trump's policies and vision are shaping the nation amid shifting global dynamics, and how his second term is reshaping American leadership at home and abroad amid evolving geopolitical challenges.SCOTT JENNINGS BIOIf you have social media, chances are you've seen Scott Jennings in your feed battling four or five liberals at a time in one of his many viral clips. Dubbed "the black sheep of CNN" by The Daily Mail and "Lonely Scott" by Bill Maher, Scott has become one of the most popular conservative commentators in America by delivering humorous, sharp, and well-sourced commentary on American politics and the Trump Presidency. His battles on NewsNight with Abby and other CNN shows have made him a hero of the American right, and since the 2024 election clips of Scott's CNN appearances have defined the Republican zeitgeist like no other pundit. Scott is Senior Political Contributor for CNN, appearing across the network's programs and is a staple of big event coverage. He's a native of Kentucky, where he resides with his family, chickens, and dogs. He's a Founding Partner of RunSwitch Public Relations, a graduate of the University of Louisville, and a 25+ year veteran of Republican politics. His long experience in political communications and strategy makes him a trusted confidante of Republicans across the country and a popular columnist for publications like The Daily Mail and the Los Angeles Times.Become a supporter of this podcast: https://www.spreaker.com/podcast/i-am-refocused-radio--2671113/support.Thank you for tuning in to I Am Refocused Radio. For more inspiring conversations, visit IAmRefocusedRadio.com and stay connected with our community.Don't miss new episodes—subscribe now at YouTube.com/@RefocusedRadioThank you for your time. 

Today's Headlines: Trump did a full-speed-reverse on Sunday night, suddenly telling House Republicans to go ahead and vote for releasing the Epstein files—after spending months trying to stop exactly that. By Monday he was even claiming he'd sign a bill to release them, adding the very believable disclaimer: “but don't talk about it too much.” To change the subject, he floated a new promise: $2,000 “tariff dividend” checks for middle-income Americans next year—right around the midterms. Nothing says “stop asking about sexual misconduct” quite like a surprise government check. Meanwhile, FBI Director Kash Patel's country singer girlfriend has been assigned her own FBI security detail—yes, on your dime—which is unusual even by this administration's standards. Airports should be mostly back to normal this week now that FAA restrictions are lifted with the end of the shutdown. At FEMA, acting director David Richardson resigned after a rough seven months and a disastrously mishandled Texas flood response. Karen Evans, FEMA's current chief of staff, will take over. Markets took a nosedive, with the major indexes seeing their worst day since Liberation Day. The AI bubble might finally be bursting, especially after new filings showed Peter Thiel's fund and SoftBank both dumped their Nvidia stakes. Finally, a new mental health study found that social media creators are burning out at alarming rates—1 in 10 have had suicidal thoughts tied directly to their work, two-thirds say their self-worth drops when posts underperform, and nearly 70% say their income is totally unpredictable. The Internet economy is thriving; its workers are not. Resources/Articles mentioned in this episode: Politico: Trump does Epstein U-turn as House Republicans prepare to spurn him Axios: Trump says he would sign law to release Epstein documents Axios: Trump promises $2,000 tariff checks by mid-2026 Forbes: FBI Director Patel's Girlfriend Has FBI Security Detail, Report Says NBC: FAA has lifted emergency flight reductions used to ease staffing pressure during government shutdown WSJ: FEMA Chief David Richardson Resigns WSJ: Market Rout Intensifies, Sweeping Up Everything From Tech to Crypto to Gold Reuters: Peter Thiel's fund offloaded Nvidia stake in third quarter, filing shows Fast Company: Creators are suffering from a mental health crisis, new study shows Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

In Episode 449 of Hidden Forces, Demetri Kofinas speaks with Chase Taylor, head of research at Bulwark Capital Management and founder of Pinecone Macro Research about investment opportunities around the buildout of the new "electric stack" and the AI CapEx Boom that relies on them. Chase and Demetri spend the first hour of this episode exploring his methodology, how he extracts signals from noise, and why a multidisciplinary approach to investing is especially important during periods of disruptive sociopolitical and technological change like the kind we are experiencing today. They then apply these ideas to two important technological trends underway in the global economy: (1) the transformation of the so-called "electric stack" or electro-industrial stack and (2) the AI CapEx Boom that relies on it. They begin with a deep-dive exploration of the dramatic cost declines happening across the entire electric stack, beginning with the addition of new sources of energy, advancements in battery technology for storage, the use of magnets and motors that turn electricity into mechanical motion, power electronics that shape it into the precise force needed by today's technologies, and the embedded compute that orchestrates and decides how and when to put that force into action. They discuss the sources of China's dominance in this industry, the horizontal complementarities in its manufacturing ecosystems, the advantages of vertical integration, and what America and Europe need to do in order to remain competitive in this new industrial ecosystem. The second hour is devoted to exploring the implications for investors of the current AI CapEx boom, how the USD might behave in a growth slowdown scenario post-Liberation Day, and what the Trump administration's military and covert action threats against Maduro's regime in Venezuela can tell us about his foreign policy and whether we are returning to a more colonial phase of domination by the American empire over the Western hemisphere. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 11/10/2025

Donald Trump's been all over the place with his tariffs, but the US is now bringing in billions of dollars in revenue from them.Months since the tariffs were first announced and after dire warnings from economists, how is the American economy really faring? Today, Penny Goldberg, professor of economics at Yale University, on why the US economy hasn't yet seen a major downturn and the dark clouds in the longer term outlook. Featured:Pinelopi Koujianou Goldberg, Professor of Economics at Yale University and fmr Chief Economist at the World Bank Group

What happens when the data goes dark, yet markets barely flinch? In this episode, Niels and Katy unpack the month of October defined by missing economic releases, relentless equity strength and three extraordinary days of Liberation Day turbulence. They explore why price often tells the truest story, how total portfolio thinking could rewrite the role of trend, and why short term strategies faltered while precious metals surged. The conversation then shifts to the coming wave of alternatives in private wealth and the silent risk inside target date funds, asking how managed futures can reshape retirement outcomes when timing paths go wrong.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Katy on LinkedIn.Episode TimeStamps:00:00 - Introduction and catching up from Boston02:00 - Life without economic data and what markets really need04:20 - Price as the only truth and the limits of official data05:45 - CalPERS, total portfolio thinking and what it means for trend08:20 - AI, data centers and the inflation story hiding in electricity10:30 - Inflation regimes, unstable prices and why trend cares about change12:40 - Year to date trend review across equities, metals, FX and bonds15:10 - Why short term traders struggled in a headline driven year20:00 - Picking “the best strategy” and why robustness matters more than Sharpe24:10 - Parameters, speed of response and treating markets differently26:20

Michael Zezas, our Global Head of Fixed Income Research and Public Policy Strategy, highlights what investors need to watch out for ahead of next year's U.S. congressional elections.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy.Today, we're tackling a question that's top of mind after last week's off-cycle elections in New Jersey, New York, Virginia, and California: What could next year's midterm elections mean for investors, especially if Democrats take control of Congress?It's Friday, Nov 14th at 10:30am in New York.In last week's elections, Democrats outperformed expectations. In California, a new redistricting measure could flip several house seats; and in New Jersey and Virginia Democrat candidates, won with meaningfully higher margins than polls suggested was likely. As such prediction markets now give Democrats a roughly 70 percent chance of winning the House next year.But before we jump to conclusions, let's pump the brakes. It might not be too early to think about the midterms as a market catalyst. We'll be doing plenty of that. But we think it's too early to strategize around it. Why? First, a lot can change—both in terms of likely outcomes and the issues driving the electorate. While Democrats are favored today, redistricting, turnout, and evolving voter concerns could reshape the landscape in the months to come. Second, even if Democrats take control of the House, it may not change the trajectory of the policies that matter most to market pricing. In our view, Republicans already achieved their main legislative goals through the tax and fiscal bill earlier this year. The other market-moving policy shifts this year—think tariffs and regulatory changes—have come through executive action, not legislation. The administration has leaned heavily on executive powers to set trade policy, including the so-called Liberation Day tariffs, and to push regulatory changes. Future potential moves investors are watching, like additional regulation or targeted stimulus, would likely come the same way. Meanwhile, the plausible Republican legislative agenda—like further tax cuts—would face steep hurdles. Any majority would be slim, and fiscal hawks in the party nearly blocked the last round of cuts due to concerns over spending offsets. Moderates, for their part, are unlikely to tolerate deeper cuts, especially after the contentious debate over Medicaid in the OBBBA (One Big Beautiful Bill Act). So, what could change this view? If we're wrong, it's likely because the economy slows and tips into recession, making fiscal stimulus more politically appealing—consistent with historical patterns. Or, Democrats could win so decisively on economic and affordability issues that the White House considers standalone stimulus measures, like reducing some tariffs. How does this all connect to markets? For U.S. equities, the current policy mix—industrial incentives, tax cuts, and AI-driven capex—has supported risk assets and driven opportunities in sectors like technology and manufacturing. But it also means that, looking deeper into next year, if growth disappoints, fiscal concerns could emerge as a risk factor challenging the market. There doesn't appear an obvious political setup to shift policies to deal with elevated U.S. deficits, meaning the burden is on better growth to deal with this issue. Thanks for listening. If you enjoy Thoughts on the Market, please leave us a review and share the podcast. We'll keep you updated as the story unfolds.

Bitcoin mining stock prices were aflame on Thursday, while Bitdeer was putting out fires of its own. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Will, Colin, and Matt don their butchers' aprons to dissect Thursday's market carnage, with some bitcoin miners down double digits on the day. We cover Bitdeer's electrical fire at a facility in Ohio, discuss Lava's controversial custody model changes, Stone Ridge/Nydig's oil and gas expansion, and for this week's cry corner, Jim Cramer yells at CoreWeave's CEO. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Mining stocks down 5-10% across the board today • Bitdeer down 46% on five-day chart • $20B wiped from mining market cap since October • Riot peaked at $70, started Liberation Day at $2 • Bitdeer fire destroyed two mining units in Ohio • 650B annual revenue by 2029 needed for 10% AI return Timestamps: 00:00 Start 04:19 Market crashing 08:35 Difficulty Report by Luxor 13:11 Bitdeer mining farm in Ohio burning 23:02 Lava goes centralized 31:26 Auradine's new unit announced 38:59 What's NYDIG up to? 42:23 Cry Corner: CORZ delay

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Will, Colin, and Matt don their butchers' aprons to dissect Thursday's market carnage, with some bitcoin miners down double digits on the day. We cover Bitdeer's electrical fire at a facility in Ohio, discuss Lava's controversial custody model changes, Stone Ridge/Nydig's oil and gas expansion, and for this week's cry corner, Jim Cramer yells at CoreWeave's CEO. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Mining stocks down 5-10% across the board today • Bitdeer down 46% on five-day chart • $20B wiped from mining market cap since October • Riot peaked at $70, started Liberation Day at $2 • Bitdeer fire destroyed two mining units in Ohio • 650B annual revenue by 2029 needed for 10% AI return Timestamps: 00:00 Start 04:19 Market crashing 08:35 Difficulty Report by Luxor 13:11 Bitdeer mining farm in Ohio burning 23:02 Lava goes centralized 31:26 Auradine's new unit announced 38:59 What's NYDIG up to? 42:23 Cry Corner: CORZ delay

NICO HARRISON IS GONE! Danny celebrates Liberation Day for the Mavericks. The guys recap Eagles/Packers and a weekend of uneventful football. Daron Payne throwing haymakers, fantasy trades, pick'ems, WWE, WNBA, and more!    00:00 - Intro 5:20 - Fantasy Chatter 26:00 - Around the NFL 55:20 - NFL Pick'ems 1:08:11 - College Football Pick'ems 1:13:47 - NBA 1:29:28 - WWE 1:40:45 - Signoff   Don't forget to submit your questions to the guys at speakonitpod14@gmail.com so they can answer them during the next show!  Follow the squad!! @losdeemix @dannyocean41 @goingfor2live  @speakonit_pod (Twitter, TikTok, and Instagram)

The Republican-appointed Supreme Court justices have been treating the Trump administration with such extreme deference that we were honestly a little flummoxed listening to this week's arguments over his “Liberation Day” tariffs. Shockingly, during Wednesday's arguments in Learning Resources v. Trump and Trump v. V.O.S. Selections, it seemed like the justices were in fact, concerned with presidential overreach. But was this a true bridge-too-far-moment, or were they more concerned about their own pocketbooks? This week, Dahlia Lithwick and Mark Joseph Stern discussed the arguments with Marc Busch, the Karl F. Landegger Professor of International Business Diplomacy at the Edmund A. Walsh School of Foreign Service at Georgetown University. Busch is an expert on international trade policy and law, and signed onto an amicus brief on behalf of trade scholars explaining the history and context of IEEPA.  Want more Amicus? Join Slate Plus to unlock weekly bonus episodes with exclusive legal analysis. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Amicus show page on Apple Podcasts and Spotify. Or, visit slate.com/amicusplus to get access wherever you listen. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Republican-appointed Supreme Court justices have been treating the Trump administration with such extreme deference that we were honestly a little flummoxed listening to this week's arguments over his “Liberation Day” tariffs. Shockingly, during Wednesday's arguments in Learning Resources v. Trump and Trump v. V.O.S. Selections, it seemed like the justices were in fact, concerned with presidential overreach. But was this a true bridge-too-far-moment, or were they more concerned about their own pocketbooks? This week, Dahlia Lithwick and Mark Joseph Stern discussed the arguments with Marc Busch, the Karl F. Landegger Professor of International Business Diplomacy at the Edmund A. Walsh School of Foreign Service at Georgetown University. Busch is an expert on international trade policy and law, and signed onto an amicus brief on behalf of trade scholars explaining the history and context of IEEPA.  Want more Amicus? Join Slate Plus to unlock weekly bonus episodes with exclusive legal analysis. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Amicus show page on Apple Podcasts and Spotify. Or, visit slate.com/amicusplus to get access wherever you listen. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Republican-appointed Supreme Court justices have been treating the Trump administration with such extreme deference that we were honestly a little flummoxed listening to this week's arguments over his “Liberation Day” tariffs. Shockingly, during Wednesday's arguments in Learning Resources v. Trump and Trump v. V.O.S. Selections, it seemed like the justices were in fact, concerned with presidential overreach. But was this a true bridge-too-far-moment, or were they more concerned about their own pocketbooks? This week, Dahlia Lithwick and Mark Joseph Stern discussed the arguments with Marc Busch, the Karl F. Landegger Professor of International Business Diplomacy at the Edmund A. Walsh School of Foreign Service at Georgetown University. Busch is an expert on international trade policy and law, and signed onto an amicus brief on behalf of trade scholars explaining the history and context of IEEPA.  Want more Amicus? Join Slate Plus to unlock weekly bonus episodes with exclusive legal analysis. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Amicus show page on Apple Podcasts and Spotify. Or, visit slate.com/amicusplus to get access wherever you listen. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tariffs are getting their day in court.On Wednesday, the Supreme Court will hear arguments in two cases about the legality of President Donald Trump's favorite policy tool.Shortly after he took office, Trump started signing executive orders imposing tariffs on America's trading partners. He declared April 2 “Liberation Day,” and enacted a broad package of import duties from Canada to China and way beyond, upending U.S. economic policy and reshaping global trade.He did it all without input from Congress. And that might, or might not, have violated presidential power under the Constitution.So, are the Trump administration's tariffs legal?Find more of our programs online. Listen to 1A sponsor-free by signing up for 1A+ at plus.npr.org/the1a. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Supreme Court, Trade Tariffs, and the Stagnant Order. Alan Tonelson discusses a Supreme Court case challenging the president's tariff powers (the "Liberation Day tariffs"), which he expects the administration to win. Tonelson cites historical deference to presidential foreign policy power and the president's authority to use other well-established tariffing measures, calling arguments against his powers "legally ignorant." The conversation also explores Michael Beckley's theory of a "stagnant order" among superpowers, leading them to act parasitically or defensively. Tonelson disagrees with the stagnation premise for the US, anticipating a major productivity boom thanks to artificial intelligence.

Supreme Court, Trade Tariffs, and the Stagnant Order. Alan Tonelson discusses a Supreme Court case challenging the president's tariff powers (the "Liberation Day tariffs"), which he expects the administration to win. Tonelson cites historical deference to presidential foreign policy power and the president's authority to use other well-established tariffing measures, calling arguments against his powers "legally ignorant." The conversation also explores Michael Beckley's theory of a "stagnant order" among superpowers, leading them to act parasitically or defensively. Tonelson disagrees with the stagnation premise for the US, anticipating a major productivity boom thanks to artificial intelligence.

SHOW 11-3-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1895 TRINIDAD THE SHOW BEGINS IN THE DOUBTS ABOUT VENEZUELA. FIRST HOUR 9-915 Middle East Disorder, Gaza Ceasefire, and Lessons from War Reporting. Bill Roggio and Husain Haqqani address the persistent disorder in the Middle East, noting that the Gaza ceasefire ("hudna") is only a pause. Ambassador Haqqani critiques the flawed concept of pursuing a "war to end all wars," suggesting the world is a situation to endure, not solve permanently. Bill Roggio compares the current stabilization efforts to the failed attempts in Afghanistan following the Taliban's ouster, noting that key players like Hamas remain undefeated or unwilling to disarm. Both experts stress the difficulty of verifying initial reports of mass violence, urging patience and skepticism regarding premature assumptions about perpetrators or motivations. 915-930 Middle East Disorder, Gaza Ceasefire, and Lessons from War Reporting. Bill Roggio and Husain Haqqani address the persistent disorder in the Middle East, noting that the Gaza ceasefire ("hudna") is only a pause. Ambassador Haqqani critiques the flawed concept of pursuing a "war to end all wars," suggesting the world is a situation to endure, not solve permanently. Bill Roggio compares the current stabilization efforts to the failed attempts in Afghanistan following the Taliban's ouster, noting that key players like Hamas remain undefeated or unwilling to disarm. Both experts stress the difficulty of verifying initial reports of mass violence, urging patience and skepticism regarding premature assumptions about perpetrators or motivations. 930-945 Post-Ceasefire Gaza Hostages and Hezbollah Regeneration in Lebanon. David Daoud and Bill Roggio discuss how following the Gaza ceasefire, the process of returning remains of slain hostages remains delayed, which Daoud suggests Hamas uses as leverage to prevent Israel from resuming conflict and entrenching a "post-war mentality." Experts note that Hezbollah is actively regenerating its military capabilities in Lebanon, bypassing disarmament efforts. Despite continuous, targeted Israeli strikes against Hezbollah personnel, there is minimal international condemnation because the organization maintains overwhelming Shiite support and the Lebanese government fails to enforce disarmament. Plans for an international security force in Gaza remain vague. 945-1000 Post-Ceasefire Gaza Hostages and Hezbollah Regeneration in Lebanon. David Daoud and Bill Roggio discuss how following the Gaza ceasefire, the process of returning remains of slain hostages remains delayed, which Daoud suggests Hamas uses as leverage to prevent Israel from resuming conflict and entrenching a "post-war mentality." Experts note that Hezbollah is actively regenerating its military capabilities in Lebanon, bypassing disarmament efforts. Despite continuous, targeted Israeli strikes against Hezbollah personnel, there is minimal international condemnation because the organization maintains overwhelming Shiite support and the Lebanese government fails to enforce disarmament. Plans for an international security force in Gaza remain vague. SECOND HOUR 10-1015 NYC Election, Famine Propaganda, and Foreign Influence on Campus. Malcolm Hoenlein discusses the New York City mayoral election, focusing on the populist rise of candidate Zelldin Maamoun, whose anti-Israel stance and lack of economic knowledge threaten the city's large Israeli-founded tech sector. He reveals that a World Health Organization official admitted that promoting "famine" in Gaza was a deliberate communications and political pressure strategy, despite adequate food supply. Hoenlein confirms that Hezbollah is rearming and refashioning ordnance in Lebanon, forcing Israel's hand. University leaders have begun acknowledging that campus unrest was largely foreign-driven, specifically citing Iran. Indonesia is noted as a potential key player in future Abraham Accords. 1015-1030 NYC Election, Famine Propaganda, and Foreign Influence on Campus. Malcolm Hoenlein discusses the New York City mayoral election, focusing on the populist rise of candidate Zelldin Maamoun, whose anti-Israel stance and lack of economic knowledge threaten the city's large Israeli-founded tech sector. He reveals that a World Health Organization official admitted that promoting "famine" in Gaza was a deliberate communications and political pressure strategy, despite adequate food supply. Hoenlein confirms that Hezbollah is rearming and refashioning ordnance in Lebanon, forcing Israel's hand. University leaders have begun acknowledging that campus unrest was largely foreign-driven, specifically citing Iran. Indonesia is noted as a potential key player in future Abraham Accords. 1030-1045 US Military Buildup Near Venezuela and Opposition Support for Action. Ernesto Araújo and Alejandro Peña Esclusa discuss the unprecedented US military buildup at the former Roosevelt Roads Naval Base in Puerto Rico, interpreted as preparations for action against Venezuela. Peña Esclusa clarifies that the true Venezuelan opposition, led by María Corina Machado (who won 93% of the primary vote), supports US action against the Maduro drug cartel. Araújo asserts that this is viewed regionally as a "crusade against organized crime," not an invasion, and would be welcomed by people tired of instability. This credible threat is already pressuring Venezuelan military officials to negotiate Maduro's exiIT. 1045-1100 US Military Buildup Near Venezuela and Opposition Support for Action. Ernesto Araújo and Alejandro Peña Esclusa discuss the unprecedented US military buildup at the former Roosevelt Roads Naval Base in Puerto Rico, interpreted as preparations for action against Venezuela. Peña Esclusa clarifies that the true Venezuelan opposition, led by María Corina Machado (who won 93% of the primary vote), supports US action against the Maduro drug cartel. Araújo asserts that this is viewed regionally as a "crusade against organized crime," not an invasion, and would be welcomed by people tired of instability. This credible threat is already pressuring Venezuelan military officials to negotiate Maduro's exiIT.THIRD HOUR 1100-1115 Russia's New Glide Bombs and Ukraine's Battlefield Crisis at Kurakhove. John Hardie and Bill Roggio discuss how Russia has introduced new, longer-range guided glide bombs (like the UMPK and Grom-E1) that utilize cheap kits or purpose-built designs, offering a cost-effective, more survivable standoff weapon to attack critical infrastructure deep inside Ukraine. Meanwhile, the situation in the key logistics hub of Kurakhove is deteriorating, with Russian infantry infiltrating the city, disrupting crucial drone and mortar positions, and threatening to encircle remaining Ukrainian forces. Russia continues to maintain maximalist peace demands, including a ban on Ukraine joining NATO and demilitarization, resulting in the cancellation of proposed peace talks. 1115-1130 Russia's New Glide Bombs and Ukraine's Battlefield Crisis at Kurakhove. John Hardie and Bill Roggio discuss how Russia has introduced new, longer-range guided glide bombs (like the UMPK and Grom-E1) that utilize cheap kits or purpose-built designs, offering a cost-effective, more survivable standoff weapon to attack critical infrastructure deep inside Ukraine. Meanwhile, the situation in the key logistics hub of Kurakhove is deteriorating, with Russian infantry infiltrating the city, disrupting crucial drone and mortar positions, and threatening to encircle remaining Ukrainian forces. Russia continues to maintain maximalist peace demands, including a ban on Ukraine joining NATO and demilitarization, resulting in the cancellation of proposed peace talks. 1130-1145 Supreme Court, Trade Tariffs, and the Stagnant Order. Alan Tonelson discusses a Supreme Court case challenging the president's tariff powers (the "Liberation Day tariffs"), which he expects the administration to win. Tonelson cites historical deference to presidential foreign policy power and the president's authority to use other well-established tariffing measures, calling arguments against his powers "legally ignorant." The conversation also explores Michael Beckley's theory of a "stagnant order" among superpowers, leading them to act parasitically or defensively. Tonelson disagrees with the stagnation premise for the US, anticipating a major productivity boom thanks to artificial intelligence. 1145-1200 Supreme Court, Trade Tariffs, and the Stagnant Order. Alan Tonelson discusses a Supreme Court case challenging the president's tariff powers (the "Liberation Day tariffs"), which he expects the administration to win. Tonelson cites historical deference to presidential foreign policy power and the president's authority to use other well-established tariffing measures, calling arguments against his powers "legally ignorant." The conversation also explores Michael Beckley's theory of a "stagnant order" among superpowers, leading them to act parasitically or defensively. Tonelson disagrees with the stagnation premise for the US, anticipating a major productivity boom thanks to artificial intelligence. FOURTH HOUR 12-1215 AI Revolution, Cloud Growth, and the Virtual Cell. Brandon Weichert reports on how AI is driving massive growth in cloud computing, exemplified by Amazon's surging shares and AWS growth, reaching paces "we haven't seen since 2022." Weichert dismisses fears of an "AI crash" as fear-mongering rooted in ignorance and past market bubbles, arguing that AI is sparking new sectors and enhancing productivity across industries. He details the cutting-edge application of AI in creating a "virtual cell"—computer models that simulate cell functions to speed up drug discovery, understand disease mechanisms, and inform scientific investigation. 1215-1230 Iran's Contradictory Nuclear Signals and Proxy Support. Jonathan Schanzer and Bill Roggio discuss how Iran is sending contradictory messages regarding its nuclear enrichment program and negotiations, with President Pezeshkian ("the dove") threatening to restart enrichment. Schanzer explains that "reformists" like Pezeshkian serve as a calculated front to signal openness while building leverage for future talks. Iran appears willing to risk future strikes, believing it can absorb them. However, Iran's ability to significantly rebuild its air defenses is complicated by the risk of UN snapback sanctions potentially deterring Russia and China from supplying advanced systems. Sanctions relief remains a key factor in Iran's proxy support. 1230-1245 UNIFIL's Failure, Hezbollah's Rebuilding, and Syria's Fragmented Future. Edmund Fitton-Brown, Ahmad Sharawi, and Bill Roggio label the UN Interim Force in Lebanon (UNIFIL) a "spectacular failure" that allowed Hezbollah's military buildup near the Israeli border. Despite the ceasefire terms requiring demilitarization south of the Litani River, the Lebanese government is stalling. Hezbollah is actively rebuilding its infrastructure, forcing Israel to conduct targeted enforcement actions. They also discuss Syrian President Ahmad al-Sharaa, who is seeking international legitimacy, sanctions relief, and partners to counter ISIS, even as his state remains domestically fragmented by regional demands for separation or autonomy. 1245-100 AM UNIFIL's Failure, Hezbollah's Rebuilding, and Syria's Fragmented Future. Edmund Fitton-Brown, Ahmad Sharawi, and Bill Roggio label the UN Interim Force in Lebanon (UNIFIL) a "spectacular failure" that allowed Hezbollah's military buildup near the Israeli border. Despite the ceasefire terms requiring demilitarization south of the Litani River, the Lebanese government is stalling. Hezbollah is actively rebuilding its infrastructure, forcing Israel to conduct targeted enforcement actions. They also discuss Syrian President Ahmad al-Sharaa, who is seeking international legitimacy, sanctions relief, and partners to counter ISIS, even as his state remains domestically fragmented by regional demands for separation or autonomy.

PREVIEW. The Continuing Power of Presidential Tariffs. Alan Tonelson discusses the Supreme Court's pending oral arguments concerning the president's "Liberation Day tariffs." Tonelson argues the tariffs are likely to stay, and presidential power will continue. Even if the court strikes down the tariffs under the 1977 statute, the president possesses many other established tariffing authorities under US trade law. Retry

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