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Today I want to talk about something that looks like it belongs in an auto industry newsletter, but it's actually a leading indicator for the broader economy, and it matters for real estate investors.Walk onto an auto dealer lot today and you'll see a lot more sheet metal sitting still than you're used to seeing. The lots look full, and in many cases, they are. But the more important metric is not “how many cars you see,” it's how long they're sitting there.Cox Automotive reported that in January 2026 the U.S. market began February with inventory around 2.77 million units, and the key line was this, days' supply jumped to 98, driven by a notably slower sales pace. When days' supply rises, the story is simple, the vehicle is not moving, the consumer is hesitating. And that jump happened fast. Cox noted days' supply around 76 in the prior period, then up to 98 as sales slowed. CarEdge tracks market day supply by vehicle, essentially how long it would take to sell existing listings at the current sales pace. In late winter 2026, some models are showing truly abnormal numbers, deep into the multiple hundreds of days. The attached notes you provided list examples like the Dodge Charger around 406 days, the Jeep Grand Wagoneer around 463 days, and the Volkswagen ID.4 around 480 days of supply, which is beyond “slow,” that's a demand breakdown at the price point. Even some Korean cars are showing huge inventory. The Hyundai Sonata has 201 days of inventory on dealer lots. The Hyundai Santa Crus has 222 days on dealer lots. The Buick Envision which incidentally is made in China has 267 days of inventory on dealer lots. The are more than a dozen models with over 200 days of inventory on dealer lots. ------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613) Website: [www.victorjm.com](http://www.victorjm.com) LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce) YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734) Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso) Email: [podcast@victorjm.com](mailto:podcast@victorjm.com) **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com) Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital) Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)
We are saying goodbye to Foreign Film February (or #FFF for the insiders) with a bang (or is it a clang?) with 1972's SEVEN BLOWS OF THE DRAGON and 1972's THE WATER MARGIN. Is this episode the podcast equivalent of a double feature? Not really. You see, some of us watched SEVEN BLOWS OF THE DRAGON and one of us watched THE WATER MARGIN. And while SEVEN BLOWS OF THE DRAGON and THE WATER MARGIN are essentially the same thing except one of them is 35 minutes shorter... and makes even less sense. Joining us is returning guest Dirk Marshall from the VH US podcast (https://www.vh-us.com/), who we normally bring in for his expertise in Canadian films, and figured he would do the same for a movie made in China. We do our best to piece together a considerably complex plot for a movie that should be more fighting and less talking, which is exactly what Roger Corman wanted. In addition to unraveling the plot, Erica delivers blows to the team for incorrect statements and general bossiness. Dirk correctly points out that the nicknames applied to characters in SEVEN BLOWS OF THE DRAGON do little to trigger memory retention for the 100 characters in this movie. He also identifies good nicknames during the episode. Ryan tries his best to get the tracking right for his audio clips. Erica talks about a totally unrelated movie. Guess this episode is a double feature after all. For more about the New World Pictures Podcast, including previous episodes, t-shirts, mugs, sweatshirts, other merch and more, head here: https://newworldpicturespodcast.com/For all the shows in Someone's Favorite Productions Podcast Network, head here: https://www.someonesfavoriteproductions.com/
What if the reason you’re not healing isn’t that you need another diagnosis? 0:08 It’s that your cells aren’t receiving the right signals. Because the body doesn’t run on diagnosis, it runs on 0:16 communication. And peptides are one of the most powerful, most misunderstood 0:21 tools we have for cellular signaling, immune balance, tissue repair, gut 0:27 lining support, metabolic control, brain signaling, sleep cycles, and even sexual 0:35 wellness. Today, I’m going to do what most people won’t. Define peptides in 0:41 plain English for you. break them into categories by what they’re best at and 0:47 tell you which ones are FDA approved on the list and which ones are commonly 0:53 used off label or investigational with the evidence that actually says these 1:00 work. This is going to be a powerful episode and if you’ve ever felt like you’re hearing hype without clarity, 1:07 this one’s for you. So, as usual, grab your cup of coffee or tea and settle in 1:13 as we talk about peptides that can fit into your healing journey. We’re going 1:19 to have a short word from our sponsor. You know, we got to do that. That’s how we stay on the air here. So, we will be 1:26 right back after this. Did you know sweating can literally heal your cells? 1:32I nfrared saunas don’t just relax you. They detox your body, balance hormones, 1:37 and boost mitochondrial energy. I’m obsessed with my health tech sauna. And 1:42 right now, you can save $500 with my code at healthtechalth.com/drmuthqen25. 1:54 All right, here we go, guys. I am excited to dive into peptides with you. 2:00 So understanding peptides is foundational, right? And I’ve been 2:06 studying peptides now for about nine years. Um, and I find that they are 2:13 incredible. Um, so I want to break down for you what peptides actually are, what 2:19 they do, and some of the top peptides that are available today, and how they 2:25 can be utilized. Because I think it’s really important. And I think it’s it’s there’s a lot of confusion out there about what these things actually are and 2:32 are they safe? Are they not? When do we use them? What’s the science behind them? So, we’re going to dive in and 2:38 we’re going to talk about all things peptides. So, let’s get ready here. Here we go. So, peptides are short chains of 2:45 amino acids and they typically range anywhere from 2 to 50 amino acids and 2:51 they’re linked by peptide bonds. So think of them as the superglue that holds the amino acids together. They sit 2:58 between the amino acids and they are full proteins in terms of their size and 3:04 their complex structure. And what makes peptides particularly interesting in 3:10 medicine is their role as signaling molecules. They’re essentially the 3:15 body’s text messages carrying specific instructions to cells and tissues. And 3:21 unlike our proteins which often serve as structural roles or act as enzymes, 3:28 peptides typically function as hormones, neurotransmitters and growth factors and 3:33 they bind to specific receptors on the cell’s surfaces or within the cells and 3:39 they trigger this effect. It’s like a cascade effect of a biochemical reaction 3:45 that ultimately changes the cellular behavior. So basically, it’s changing 3:50 the way the body’s cell structure acts. And this is why peptides can be so 3:56 incredibly powerful and therapeutic when you introduce the right peptide signal. 4:02 Now, you could theoretically redirect cellular processes toward healing, 4:07 towards metabolism, immune balance, tissue repair. Any of those things can 4:14 be manipulated to do a certain thing once we add the peptide. The challenge 4:19 in peptide medicine though lies in distinguishing between those peptides that have been rigorously studied, 4:26 proven safe and effective and approved by regulatory bodies like the FDA versus 4:31 those that exist in what we call the gray zone of a promising clinical data. 4:36 But they really lack human validation so far. And this distinction is critical because the presence of a plausible 4:43 mechanism does not guarantee safety or efficacy in living humans. So, this is 4:50 really important and we’re going to dive in and look at some of the research on all of these different peptides that are 4:56 available and I’m excited to say there’s some amazing peptides being studied right now that unfortunately are not 5:01 available. But I can’t wait to see them hit the market for us because it is going to be a gamecher as far as health 5:09 and longevity. So there is a quality control issue and there is a hidden 5:14 variable in peptide medicine with this and it’s one of the most underappreciated aspects of peptide 5:21 therapy particularly for non-FDA approved peptides. It’s quality control. 5:26 When we discuss pharmaceutical medicines, we take for granted that the pill contains what the label says. Not 5:32 always true depending on where it comes from. You guys, if you’ve heard my episodes before talk about how many of our medications are made in China and 5:41 have been contaminated with other things, you will realize that that is not always true. So, just because it has 5:48 the FDA stamp of approval on the medication, it still does not necessarily mean it’s safe and we still 5:54 need to do our homework on it. So, sorry for digressing on you guys, but you know, when we get a medication, we we 6:00 think that what the amount says is what is there, doesn’t have contaminants, it’s manufactured with good 6:06 manufacturing practices. You’ll see that listed as GMP on the bottle, and it’s been stored properly, it’s been 6:12 maintained stable, and with research peptides and compounded formulations, 6:17 none of this can be assumed. So, I will share a story with you. There was a gentleman that was purchasing these 6:24 peptides online from a research facility and um did not know that they were 6:30 coming from China and he was ordering a particular growth hormone peptide and 6:35 after a little while he had he had done fine for the few first few bottles. After a little while he started having 6:42 some complications. He started getting really irritable and angry and ragy and 6:47 he didn’t quite know what was going on. And so he decided to go get some testing done. He had some blood testing done and 6:53 his testosterone level was over 5,000. So for those of you who know what testosterone level should be for a guy, 7:00 they really shouldn’t be any higher than about 1,00200 would be absolute max that we’d want to see. Now he was taking 7:06 testosterone but not to that degree. And prior to adding this peptide, his 7:12 testosterone was very stable. What they ended up finding out was the peptide that he was getting, whoever was 7:18 manufacturing it added testosterone to the peptide. They felt like if if it had growth hormone, that was great, but if 7:25 it had growth hormone and tes testosterone, all the better. And he didn’t know that. And this is the 7:31 problem that we can have with peptides if you don’t source them properly. if you’re not working with somebody that 7:37 knows how to source them and can prove that they are what they say they are. Um, I’m sure there’s a whole bunch of 7:42 studies out there too of people getting these peptides and paying hundreds of thousands of dollars for them over their 7:48 lifetime and finding out they were nothing more than just sterile water. So, you really do need to be careful 7:53 with your quality control. Now, this kind of leads us right into the next topic that we’re going to talk about and that’s the manufacturing question, 8:00 right? The FDA approved peptides are manufactured in facilities subject to 8:05 the FDA inspection rules following our GMP regulations and these facilities 8:11 must validate their manufacturing process, demonstrate consistency batch to batch, test for purity and potency. 8:18 They need to test for bacterial endotoxins and sterility and they need to maintain detailed records. So, when a 8:25 pharmaceutical company submits a drug application, the FDA inspects the manufacturing facility as part of the 8:32 approval process. If you’re getting peptides from a different country, none of that is happening. And there are some 8:38 ways for us to determine if that is what you’re getting. Typically, the rule of thumb is if your peptides are coming 8:44 with a different colored top, every one of them has a different colored top. Those are typically being sourced out of 8:49 China. I wouldn’t say that’s 100% but that’s kind of the rule of thumb that people follow. So compoundingies these 8:56 are thearmacies that make our bio identical hormones. They can make medications in any dose or strength or 9:02 route. There are thousands of them in every not that not in every state but 9:08 there are thousands of them around the country right now. So these compoundingies are registered as 503A 9:15 facilities. They do traditional compounding for individual prescriptions, right? Like they can make 9:20 thyroid, they can make LDN, they can make estrogen. You can also have a 503b 9:27 facility, which is an outsourcing facility. And these companies produce larger batches of products. They’re they 9:34 have some oversight, but they’re less stringent than for FDA approved 9:40 manufacturers. And state boards of pharmacy regulate a 503A pharmacy. And 9:45 the FDA can inspect the 503b facility, but doesn’t preapprove any of their 9:52 compounding products. So, they can inspect it, but they don’t approve them. So, research chemicals and these 9:58 suppliers operate essentially with no oversight. They explicitly market products for research use only, not for 10:06 human consumption to avoid FDA regulation. If they put that on their 10:12 product, they don’t have to comply to what the FDA is saying. And there is no required manufacturing strategies or 10:19 standards, no required testing, no required sterility assurance, and no enforcement mechanisms if products are 10:26 mislabeled or contaminated. So basically, they don’t have the liability, but that doesn’t mean that 10:31 all of them are badies or bad suppliers. It just means they don’t have to comply 10:37 to the FDA rules. Now, there are many of these companies that I’ve seen and I’ve talked to that do do a lot of this. They 10:44 do test their product for sterility. They do test their product to make sure it is what it says it is. They don’t 10:51 have to, but they do. So, if you’re going to decide to use a company that 10:56 has research only, not for human consumption, at least ask for their 11:02 proof of testing so that you know that the product you’re getting is what it says it is and that it’s clean. Because 11:08 this is where we run into the problem is in purity. So in purity peptide 11:13 synthesis can produce not just the targeted peptide but also related 11:19 peptides with deletions, substitutions, truncations or truncations of amino 11:25 acids. Sorry. And this high performance liquid we call it uh chromatography can 11:30 separate these related impurities and quality and quantify the actual target 11:35 of the peptide content. So a certificate of analysis is what you want to ask these companies for. This shows the HPLC 11:44 the testing mechanism with greater than 95% or ideally 98% purity which 11:51 indicates a higher quality product. So this certificate of analysis can be fabricated may not represent the 11:57 specific batch being sold. It happens. We need to know not everybody is honest. Not everybody, you know, does what they 12:03 say and it does what’s right. But at least you at least they’re giving you something and you have some security. 12:10 and then choose a company that was referred to by someone else that has done some homework as well. In in 12:16 commercial research, there’s independent testing and they research peptides and this has been really shocking 12:23 variability that they’ve seen. Some products contain 50% or less of the 12:29 claimed peptide and some contained primarily degradation of the product or manufacturing impurities and some 12:36 contained bacterial endotoxins at levels that could cause fever and systemic 12:42 inflammation if it was truly injected. And I would also worry with some of those problems, you know, depending on 12:48 what impurity or bacterial endotoxin was there. If you’re using a product to boost your immune system and your immune 12:54 system is already compromised, these bacterial endotoxins can actually make you sicker instead of what you want it 13:02 to do, which is making you better. So, sterility is always an issue with anything that is manufactured, 13:08 especially things that we’re doing as an injection. Peptides are intended for injection. They must be sterile. They 13:16 must be kept safe. And pharmaceutical manufacturers conduct this sterility testing on every batch. 13:22 Compoundingarmacies should conduct sterility testing particularly for high-risisk compounded 13:28 sterile preparations and research chemical suppliers may or may not conduct any testing. So injecting 13:35 non-sterile material can cause local infections, abscesses at the injection 13:41 site and or if the bacteria enters the bloodstream could potentially be 13:46 life-threatening and you could have sepsis. Now, excuse me. We saw this 13:52 happen in a compounding pharmacy uh gosh, it’s probably been 10 years ago 13:57 now, I think. um they unfortunately had a strep uh contamination in their 14:03 product and they weren’t testing it. It was a large compounding pharmacy out of Florida and they were making products 14:08 that were being injected into the joints and um these people got very very sick 14:14 and some of them died and um some of them got very very injured by this uh 14:21 complication that happened. So it’s not like this doesn’t happen. It does, but it doesn’t happen often. And that’s what 14:28 we have to know about. And so, when we’re talking with you guys about storage and stability, it’s really 14:34 important to make sure you maintain your peptides well. So, many peptides are unstable at room temperature. They 14:41 require refrigeration or freezing. We tell everyone to make sure you’re refrigerating your peptides. That way, 14:48 there’s no question about it. when it stays cold um it prevents or slows down 14:54 the process of uh bacteria growing in it. So some of these peptides actually 14:59 degrade very rapidly in the solution and they must be reconstituted immediately before use and reconstitution of the 15:07 peptides really has limited stability often just days to weeks not months. So 15:13 improper storage, temperature, um changes during shipping or prolonged 15:19 storage of a reconstituted product can lead to degradation into inactivity or 15:25 potentially even a harmful breakdown of the product itself. So if you have a product that’s been sitting in your 15:30 refrigerator for a month or two months or 3 months or 6 months, just throw it away. It’s not going to be any good. 15:37 you’re not going to actually get the peptide and the uh potency that you’re looking for anyway out of it and the 15:44 potential of you introducing an endotoxin, a bacterial endotoxin is quite high at that point. So you just 15:50 really don’t want to take the risk, excuse me. So what practitioners, what 15:56 should we do and what should patients do? Well, for any peptide therapy, we 16:03 want to source our verification. know where the peptide product comes from. Is 16:08 it an FDA approved product? Is it a 503b compounding? A research chemical 16:14 supplier? Is there a certificate of analysis? Request and review this COA. 16:20 And you want it to show purity greater than 95% but ideally greater than 98%. 16:27 You want that identity be identity to be confirmed by mass spectromedy. Uh 16:33 sterility testing should be done. Bacterial endotoxin testing should be done. Batch number matching of the 16:39 product that you received should be done. Proper storage. You want to know that this has been refrigerated or 16:46 frozen as directed once it’s been mixed. Look at the expiration dates for reconstituting your peptides. Track that 16:53 reconstitution date and discarded accordingly like we just talked about. Monitor for your adverse effects. Even 17:01 with the perfect quality control, monitoring for adverse effects is essential with questionable quality and 17:08 vigilance is really critical here. I know it’s frustrating for a lot of patients when they have to get several 17:15 bottles and they only last a week or two. right here, you guys. This is why 17:21 they only last a short period of time because once they’re mixed, they start 17:26 to degrade and they won’t be good and you won’t get the benefit from it. So, 17:31 it’s really important with these research peptides specifically, practitioners should recognize that all 17:38 recommending products without quality assurance violates the fundamental medical principle of first do no harm. 17:45 If a patient is determined to use research peptides despite counseling, providing guidance on quality 17:52 verification, requesting those COAs, using pharmaceutical grade sources when available, proper testing, this all 17:59 reduces harm, but doesn’t constitute necessarily that recommendation. Now, 18:06 that being said, today it’s very difficult to find peptides by the compoundingies because of what the FDA 18:13 has done. So most of the peptides that are available to us have been labeled 18:18 not for human consumption, not because they’re not good products, but because 18:25 of what the FDA did. And this is how these companies have been able to 18:31 continue to provide peptides to the medical community. And if you know you 18:36 have a good company, then you’re, you know, you’re still taking the risk, right? But at the end of the day, the 18:42 reason they’re doing that is to protect themselves from the FDA, from liability. Um, so just kind of know that there is 18:50 some talk in the community with um Bobby Kennedy that this is going to change and 18:55 they are going to bring peptides back to the compounding pharmacies. Now, we don’t know which ones they’re going to 19:01 bring back. Uh, will it be all of them? Will it just be some of them? What’s going to happen here? Um, is it going to 19:07 go to the pharmaceutical companies like our GLP1s did? We don’t know what that’s going to look like quite yet. Um, but it 19:14 is coming and that is positive news. So, let’s talk now about FDA approved 19:21 peptide medications. So, this is the metabolic revolution, right? GLP1 19:28 and our dual increeting agonists. This is an exciting time. GLP-1s are amazing. 19:35 Um, a lot of people are skeptical, a lot of people love them, a lot of people hate them. Whichever side of the fence 19:42 that you’re on, I understand. But I want to talk about the science of it today 19:48 and what it actually means for people. So, the story of GLP1 glucagon like 19:54 peptide one represents one of the most significant advances in metabolic 19:59 medicine in the past several decades. GLP-1 is an accretin hormone. It’s 20:05 gutder derived peptide that potentiates insulin secretion in response to food 20:11 intake. And the body naturally produces GLP-1 in the intestinal L cells, but it 20:17 rapidly degraded by the enzyme DPP4 giving it a halflife of only about 2 20:24 minutes. So this rapid breakdown made in therapeutically impractical until 20:31 research was developed and modified the analoges that resist the enzyme degradation. So for those people who 20:39 never feel full when they’re eating, never feel satisfied when they’re done, this is because their body is either not 20:46 producing enough GLP1 or it’s not getting the signal right. And this is a 20:51 leptin issue. This is an insulin issue. It’s a GLP-1 issue. It’s a complicated 20:56 issue. This is not anything that the person is doing wrong. It’s what is happening to their body. And so GLP1s 21:03 have really revolutionized this. So one particular GLP-1 that we have is 21:09 semiglutide. And this GLP-1 agonist is what changed everything in the world of 21:16 metabolic medicine. Semiglutide is marketed as ompic for type 2 diabetes 21:23 and it’s marketed as WGOI for chronic weight management. It is a modified 21:29 GLP-1 analog with 95 or sorry 94% amino acid sequence uh homology to human 21:37 GLP-1. So it means that it’s it’s just like our own GLP-1 that we make. This 21:42 modification includes specific amino acid substitutions and the addition of C18 21:50 a fatty acid chain which allows the peptide to bind to albumin. Now this 21:56 albumin binding dramatically extends the half-life to approximately one week 22:01 enabling one weekly dosing which is a major advantage over the earlier GLP-1 22:07 agonists that require daily or twice daily injections. The mechanism by which 22:13 semiglutide works is multiaceted. At the pancreatin level, it binds to GLP-1 22:20 receptors on the pancreatic beta cells enhancing glucose depending sorry 22:27 enhancing glucose dependent insulin secretion. This glucose dependency is 22:33 crucial. It means the peptide only stimulates insulin release when blood glucose is elevated. This dramatically 22:41 reduces the hypoglycemic risk compared to insulin or even uh sulfuras. 22:47 Simultaneously semiglutide suppresses glucagon secretion from pancreatic alpha 22:53 cells further improving glycemic control. This is really amazing because 23:00 over the years when we’ve used insulin, which is also a peptide by the way, you 23:05 had to dose it just right because if you didn’t, you would produce so much insulin that it would crash the blood 23:12 sugar and then somebody would have too low of a blood sugar. They’d be hypoglycemic and they’d have to eat more 23:18 sugar and then they’d have to modify the insulin again and the person would be going up and down, up and down, up and 23:24 down all day long. And that created a lot of problems for people and so this 23:30 helps to stabilize that so it is not such an intense change. Now in the GI 23:36 tract semiglutide delays the gastric emptying particularly pronounced during 23:41 the initial weeks of therapy. This slowing of the gastric emptying contributes to the sensation of being 23:48 full and early satiety that patients often describe. However, this effect 23:54 tends to attend to weight over time as the body adapts through the appetite 24:00 suppressing effects generally persist through central mechanisms. So, when we 24:05 talk about what is actually happening, we’re slowing that digestive process down. That’s why people aren’t so 24:11 hungry. It’s why they’re not eating so much. This is why people can develop constipation with these products because 24:17 it’s slowing the body’s digestive tract down. Now some people will call this 24:22 gastroparesis. Um gastroparesis is actually different. 24:28 It is when we lose control over what’s happening in the in the colon like the 24:34 nerves and things like that just stop working. I have never seen that with the GLP1s that we prescribe in micro doing. 24:42 um it’s been documented. It can happen, but again it a lot of it is dosing and a 24:48 lot of it is staying on top of your client and what’s happening and what’s going on and what you’re doing and making sure that they do have good 24:54 motility still. So a lot of these things can be mitigated if you have problems 24:59 with them. Now one of the most profound effects of semiglutide occur in the 25:05 central nervous system. GLP-1 receptors are widely distributed in the brain 25:10 particularly in the hypothalamus and the brain stem area where we are involved in 25:15 appetite regulation. So when when wilding and colleagues published their 25:20 landmark step one trial in the New England Journal of Medicine in 2021, 25:25 they demonstrated that participants receiving 2.4 4 milligrams of semiglutide weekly achieved an average 25:32 weight loss of 14.9% of their body weight over 68 weeks. Now, I want you 25:39 guys to really understand this. We’re talking roughly 15% body weight loss 25:45 over a year, longer than a year. 52 weeks is a year, right? This is 68 25:50 weeks. So, it took longer for them to lose. We’re not talking about giving 25:55 somebody a dose to lose 15% of their body mass in a month or two. That that 26:01 is not healthy for any of us. That is not what we’re talking about doing here. Now, they compared this to placebo and 26:08 the placebo was only 2.4%. So, that is a significant difference. 26:14 And even beyond the numbers, patients reported something very qualitatively different, a reduction in what’s now 26:21 called food noise. Everybody knows what food noise is. We’ve talked about this long before GLP1. It’s that craving. 26:28 It’s that part of your brain that just keeps thinking about I want to eat something. You know, that was actually 26:34 reduced and they didn’t expect to see that happen. Now, this refers to the constant mental preoccupation with food, 26:42 the intrusive thoughts about eating, the difficulty in feeling satisfied. Semi-glutide appears to appears to 26:49 modulate reward pathways in the misolyic system reducing hedonic eating and food 26:57 cravings. Now there are also great cardiovascular effects of semiglutide 27:02 that extend beyond weight loss. Uh the sustained six and select trials 27:07 demonstrated significant reductions in major adverse cardiovascular events uh 27:14 mace in high-risisk populations. The select trial published in 2023 showed 27:20 that semiglutide reduced cardiovascular death, non-fatal myioardial inffection 27:25 and non-fatal stroke by 20% in adults with overweight or obesity and 27:31 established cardiovascular disease but without diabetes. So this suggests that 27:37 mechanisms beyond glucose control and weight loss possibly including 27:42 anti-inflammatory effects, improvements in endothelial function and favorable 27:47 changes to lipid profiles. Now I will tell you the clients that I work with that are on GLP1, 27:53 they will tell you that their inflammation has been significantly reduced. We are also seeing really 28:00 amazing results in lipid profiles. um part of its weight loss, but there is a 28:06 component to this that is lowering the triglyceride levels because it’s related to sugar and how the body’s processing 28:11 it. And we’re seeing better profiles, less need for statins as a result of 28:17 that. If if you want to listen to my episode on statins, I have one on that. Uh they are not my favorite medication. 28:24 I think it’s overprescribed and overused um and not really affecting or 28:29 addressing the problem. So these things can really be helpful. There’s also some 28:34 uh ramblings going on with GLP-1s saying that they may be able to help with 28:40 addiction in the future because of where they’re finding it affecting the brain and how it affects the food noise and 28:47 the cravings that we have for food and the addiction for food. Could it potentially help with other addictions 28:53 down the road? We’ll have to wait and see on that one. So semiglutide’s FDA prescribing information also includes a 29:00 box uh boxed warning about thyroid sea cell tumors. So in rodent studies 29:06 semiglutide caused dose dependent and treatment duration dependent sea cell 29:12 tumors at clinically relevant exposures. So while it’s unknown whether or not 29:17 semiglutide causes uh thyroid cancer tumors in humans and the rodent thyroid biology 29:26 differs significantly from humans, the drug is contraindicated in patients with a personal or family history of 29:33 medillary thyroid carcinoma or in patients with multiple endocrine neopl neoplasia syndrome type two. it is 29:42 uh contraindicated for safety effects with that. Um I have seen endocrinologists okay GLP1s to be used 29:50 in patients who’ve had other forms of thyroid cancer just not the meillary 29:55 thyroid cancer. So there is possibility there. Now the most common side effects 30:00 are gastrointestinal. It’s nausea affects about 20 to 44% of patients 30:06 depending on the formulation with diarrhea, vomiting, constipation, abdominal pain, and also frequently 30:13 reported in clinical trials. I see this in my clinic, too, especially dose dependent. Um, and it happens early on 30:20 when you’re first starting the medication, but seems to settle out over time. The one that I would add to this 30:26 that I don’t think they have on here is an increase in acid reflux. We also see that quite often uh especially in people 30:33 who suffer with acid reflux to begin with. Now these effects are typically most 30:40 pronounced during the escalation and they like I said often improve over time 30:45 but more serious but less common adverse effects include acute pancreatitis. 30:51 The medication needs to be discontinued immediately if this is confirmed. You can see some diabetic retinopathy 30:57 complications in patients with pre-existing retinopathy and acute kidney injury. Um, this usually happens 31:05 secondarily to dehydration from the GI effects. There are some gallbladder disease um that can occur and people who 31:13 have a sensitive gallbladder will describe uh discomfort with that. I’ve 31:18 even seen some people who’ve had their gallbladder out on GLP1s at the higher doses complain of similar pain that they 31:25 used to have when their gallbladder was in. So, really important to just kind of monitor these symptoms and work closely 31:32 with somebody that understands them and can be on top of them quite quickly if this happens. Excuse me. From an 31:39 integrative medicine perspective, semiglutide really represents a powerful tool, but it’s not a standalone 31:46 solution. Remember, the medication addresses one aspect of the metabolic dysfunction, the signaling systems 31:53 controlling appetite and glucose homeostasis, but it doesn’t address the root cause that led to the metabolic 32:00 disease in the first place. Patients who rely solely on the medication without addressing the ultrarocessed food 32:07 consumption, the ccadian disruptions, the chronic stress, the sleep apnea, or 32:12 underlying hormonal imbalances often experience weight regain when the medication is discontinued. 32:20 The drug is also not a substitute for addressing the emotional and psychological drivers of eating 32:26 behavior, including the unresolved trauma that may manifest as emotional eating. I think this is really important 32:33 because we don’t address the trauma issue enough with clients and we need to 32:38 be looking at that. There is a huge trauma effect out there these days that is I don’t want to say leading to or 32:45 causing but it is definitely contributing to chronic illness and it’s not being talked about enough. So we 32:52 really need to be talking about this and addressing this trauma aspect. Now the next GLP that one that I want to talk 32:59 about is trespathide. This is a dual agonist. It takes center stage. It is my 33:05 favorite GLP one. Trisepatide is marketed as Mangjaro for type 2 diabetes 33:11 and Zepbound for chronic weight management and it represents the next 33:16 evolution in increantbased therapy. This is a dual agonist a 39 amino acid 33:23 synthetic peptide structurally based on the human glucose dependent insulin tropic peptide so GIP sequence but 33:31 modified to activate both the GIP receptors and the GLP1 receptors. So the 33:37 addition of the GI GIP agonism to the GLP1 agonism appears to create this 33:46 synergistic effect that goes beyond simply adding the two mechanisms together. So the GIP like GLP-1 is an 33:55 increant hormone secreted by what is called the K cells in response to nutrient intake. It enhances glucose 34:02 dependent insulin secretion but it also effects on atapost tissue metabolism 34:09 potentially improving the insulin sensitivity in fat cells and influencing 34:14 how the body stores and metabolizes fat. So some research suggests that GIP may 34:20 also have effects on energy expenditure though this remains an area of 34:26 investigation. So basically what we’re saying is this drug may actually help 34:32 people who are insulin resistant or insulin sensitive, not just somebody who 34:38 has problems with glucose control. So, this is super exciting because it opens 34:43 up the door for all of these people for decades that we’ve been trying to manage with insulin resistance and trying to 34:50 prevent diabetes and honestly most of the time have been unsuccessful 34:56 unless you can keep your diet at 50 grams of carbs or less a day, which is extremely difficult. Um, and take some 35:04 supplements that may or may not work and or take some metformin that may or may not help. this drug actually really 35:11opens that up and helps in that capacity. So there was a clinical trial 35:17 called the surmount clinical trial which demonstrated that trespathide produces 35:22 even more substantial weight loss than semiglutide. In the surerount one trial published by uh J tree I might have said 35:31 that wrong. I apologize if I slaughtered your name and colleagues in the New York England Journal of Medicine in 2022. 35:38 Participants receiving the highest dose of trespide, which is 15 milligrams, achieved an average weight loss of 20.9% 35:47 of their body weight over 72 weeks, compared to 3.1% with placebo. This 35:54 level of weight loss approaches what’s typically only seen in beriatric surgery. So, this is amazing because if 36:02 this medication works and we don’t have to do beriatric surgery, stomach stapling basically, um, oh my gosh, it’s 36:11 amazing. There are so many complications and risks that go with stomach stapling and the different procedures that they 36:17 do these days. People don’t absorb their nutrients properly. They have to do liquid nutrients. It’s very complicated. 36:24 It’s very challenging. Many of these people gain their weight back. Um, and 36:30 this procedure is not fun to go through. So, if we could change that and change 36:35 the lives of people who’ve really been struggling, it is amazing. And I will tell you that I have seen this work. I 36:42 have seen people lose 100 150 pounds on these medications over a year or two 36:50 period of time. It is definitely slower than beriatric surgery on some standpoints, but that is okay. You don’t 36:56 want that rapid weight loss. It’s not good for you. It’s not healthy for you. It doesn’t look well. You know, we want 37:03 to do this safely and effectively in the best way that we can possibly do that for you. Now, the adverse effect profile 37:10 is similar to semiglutide. It’s dominated by gastrointestinal effects. 37:15 Nausea, diarrhea, decreased appetite, vomiting, constipation. These were all commonly reported in the surmount 37:22 trials. And like semiglutide, tricepide carries a blackbox warning regarding the 37:27 thyroid sea cell tumors based on the rodent data and it shares the same contra indications in patients with a 37:34 family history of thyroid cancer and men too. So the mechanism behind why 37:40 tepatide often produces more substantial weight loss than GLP-1. The agonism 37:45 alone remains under investigation, but it may relate to the complimentary effects on the different aspects of 37:51 energy homeostasis or to GIP’s effects on atapost tissue and potentially on 37:58 central central nervous system pathways that GLP1 alone doesn’t fully address. 38:03 Now patients often report even more profound reductions in food noise with tricepide compared to GLP1 and uh sorry 38:12 GLP1 the agonists through this is anecdotal and hasn’t been regularly 38:17 quantified in quality studies. So I’ve done both uh personally and in my 38:22 practice. I really like trespide better than semiglutide. For me I had too many side effects with semiglutide. uh I had 38:30 less side effects with trespathide. I also plateaued on semiglutide which I 38:35 didn’t really care for. And with Tresepide, I haven’t plateaued and I’ve been able 38:42 to lose about 25 pounds in um a year and a half and I’ve been able to maintain 38:49 that. Um and I continued to use it because I do have a strong family history of cardiovascular disease. And 38:56 if this could help me so that I don’t follow my family lineage with cardiovascular disease, I am all for 39:03 trying to do that. I’ve watched too many of my family members suffer from this. I’ve lost my dad at a very young age. I 39:09 lost my grandfather at a young age to it. All of their brothers to this. And I don’t want to be that same person. So 39:16 that is why I chose to do that. And I think it’s really important for us to take a look at that and understand that. 39:24 Now, I know this has been a really long podcast and I don’t typically do podcasts this long. I have a whole host 39:31 of information on additional peptides. So, I’m going to break this up for you 39:36 guys and I’m going to do another episode and we’re going to pick up where we left off here with these peptides so that we 39:43 can actually start to dive into different peptides as well. So, check 39:48 out my next podcast show when we’re going to dive into the peptides that 39:54 talk about sexual wellness, immune function, and all the other cool things 39:59 that we can do with peptides. So until then, remember to like, share, and 40:04 subscribe. It really helps us get out to other people and share our information, 40:10 and join us for our next episode as we continue the talk about peptides. 40:15 Welcome to Let’s Talk Wellness Now, where we bring expert insights directly to you. Please note that the views and 40:21 information shared by our guests are their own and do not necessarily reflect those of Let’s Talk Wellness Now, its 40:28 management, or our partners. Each affiliate, sponsor, and partner is an 40:34 independent entity with its own perspectives. Today’s content is provided forformational and educational 40:40 purposes only and should not be considered specific advice, whether financial, medical, or legal. While we 40:48 strive to present accurate and useful information, we cannot guarantee its completeness or relevance to your unique 40:56 circumstances. We encourage you to consult with a qualified professional to address your 41:01 individual needs. Your use of information from this broadcast is entirely at your own risk. By continuing 41:08 to listen, you agree to indemnify and hold Let’s Talk Wellness Now and its 41:14 associates harmless from any claims or damages arising from the use of this 41:20 content. We may update this disclaimer at any time and changes will take effect 41:26 immediately upon posting or broadcast. Thank you for tuning in. We hope you 41:31 find this episode both insightful and thought-provoking. Listener discretion 41:36 is advised.The post Episode 256 – How Peptides Work, Benefits, and FDA-Approved vs Off-Label Use Explained first appeared on Let's Talk Wellness Now.
Sen and Erica speak with Liqin Gu and Mitch Zhang from Longpack Manufacturing to delve into the ins and outs of how boardgames are made and why they're predominantly made in China.
China geht viral, wieder einmal: Nachdem 2025 die Labubus den Westen und das Internet erobert haben, ist jetzt ein neuer Trend entstanden, der auf folgende Formel gebracht werden kann: „You met me at a very chinese time in my life“.Westliche User, Influencer und Twitch-Streamer zeigen sich dabei, wie sie heißes Wasser trinken, chinesische Gerichte essen, Kaffeeketten aus China besuchen oder gleich in die Volksrepublik reisen, um von den pünktlichen Hochgeschwindigkeitszügen, der modernen Architektur, der E-Mobilität und der weit entwickelten Robotik zu schwärmen.Während der Westen schwächelt und das Antlitz des freundlichen US-Hegemons sehr grimmig ist, wird die chinesische Lebensart immer beliebter. Es ist deshalb wichtig, sich das Konzept von „Soft Power“ zu vergegenwärtigen, dem der Politikberater Joseph S. Nye 2004 ein eigenes Buch widmete. Was, wenn die Eroberung weniger durch Panzer als durch Plüschtiere und Popkultur vor sich geht?Mehr dazu von Ole Nymoen und Wolfgang M. Schmitt in der neue Folge von „Wohlstand für Alle“!Werbung: Ihr könnt das „Surplus“-Magazin jetzt vier Wochen lang für nur einen Euro testen und bekommt die KI-Ausgabe direkt nach Hause. https://www.surplusmagazin.de/wfa/Unsere Zusatzinhalte könnt ihr bei Apple Podcasts, Steady und Patreon hören. Vielen Dank!Apple Podcasts: https://podcasts.apple.com/de/podcast/wohlstand-f%C3%BCr-alle/id1476402723Patreon: https://www.patreon.com/oleundwolfgangSteady: https://steadyhq.com/de/oleundwolfgang/aboutLiteratur:Joseph S. Nye: Soft Power. The Means to Success in World Politics. Public Affairs.Die BBC über den Trend: https://www.bbc.com/news/articles/cz6eljqvyp1oWired-Artikel: https://www.wired.com/story/made-in-china-chinese-time-of-my-life/Veranstaltungen:Ole ist am 3. März in Magdeburg:https://www.magdeburg.de/B%C3%BCrger-Stadt/System/Veranstaltungskalender/-Warum-ich-niemals-f%C3%BCr-mein-Land-k%C3%A4mpfen-w%C3%BCrde-.php?ModID=11&FID=115.23034.1Wolfgang ist am 3. März in Erlangen: https://www.instagram.com/fsvphilfak/p/DVIlizsjVV_/Wolfgang ist am 10. März in Idar-Oberstein: https://penberlin.de/heimat_rp-mitwirkende/Wolfgang ist am 11. März in Duisburg: https://www.duisburger-akzente.de/de/programm_detail.php?eid=fbd0a0901377c932744f3afd87e07399&tid=7dcce52ec3b61931fd478d4b4b648565
Pj Chats with DoneDeal's Paddy Comyn on Chinese car brands making a major move into the Irish market. Hosted on Acast. See acast.com/privacy for more information.
Làm thế nào để cạnh tranh cho lại khi mà hàng Trung Quốc rẻ hơn so với hàng của châu Âu từ 30-40 % ? 36 % nhà máy của Pháp và 70 % cơ sở của Đức có nguy cơ bị xóa sổ. Tiến trình « phi công nghiệp hóa » của châu Âu đang đứng trước một trận đại hồng thủy. Tính cạnh ranh cực cao của cỗ máy công nghiệp Trung Quốc do đâu mà có ? Châu Âu nên « Du nhập » công nghệ từ Hoa Lục hay noi gương Hoa Kỳ, áp dụng chính sách bảo hộ, đánh thuế hàng Trung Quốc ? Hôm 09/02/2026 cơ quan đặc trách về chiến lược và kế hoạch của Pháp – Haut Commissariat à la Stratégie et au Plan công bố báo cáo mang tựa đề L'industrie européenne face au rouleau compresseur chinois – Công nghiệp châu Âu trước máy ủi Trung Quốc. Cỗ máy công nghiệp của Trung Quốc được ví như xe ủi Trong tài liệu gần 80 trang, các đồng tác giả đưa ra những điểm chính như sau : Hàng của Trung Quốc giờ đây không chỉ là « hàng rẻ kém chất lượng ». Với chất lượng tương đương, hàng Trung Quốc rẻ hơn từ 30 đến 40 % so với hàng châu Âu. Đại dịch Covid19 hoàn toàn không làm suy yếu cỗ máy công nghiệp Trung Quốc. Trái lại từ gần sáu năm qua, khả năng cạnh tranh của công xưởng cho thế giới này càng khốc liệt, đe dọa trực tiếp đến « những các ngành công nghiệp cốt lõi » của châu Âu như công nghiêp xe hơi, hóa chất… Các doanh nghiệp Trung Quốc đang gặm nhấm thêm thị phần của các tập đoàn châu Âu trong khối 27 thành viên Liên Hiệp Châu Âu và kể cả những thị trường ở ngoài khối này. Khoảng25 % kim ngạch xuất khẩu của Pháp bị hàng Trung Quốc đe dọa. Đối với Đức, nền công nghiệp số 1 của Liên Âu, tình huống còn nghiệm trọng hơn : 1/3 xuất khẩu của Đức và 2/3 GDP của quốc gia này bị các đối thủ Trung Quốc cạnh tranh. Trong hai năm, 240.000 công nhân Đức trong các nhà máy đã bị mất việc. « Sự trỗi dậy của nền công nghiệp Trung Quốc giờ đây là một mối đe dọa ảnh hưởng đến toàn hệ thống của châu Âu : Trong vài thập niên, Bắc Kinh đã xây dựng một cỗ máy sản xuất ở quy mô lớn chưa từng có ». Sự trỗi dậy đó, dựa trên hai yếu tố. Một là sản xuất thật nhiều với chi phí thấp hơn nhiều so với tất cả các đối thủ cạnh tranh, và hai là nâng cấp công nghệ trong một thời gian cực ngắn. Hai yếu tố này đưa Trung Quốc trở thành nhà sản xuất lớn nhất thế giới đồng thời là đối tác thương mại duy nhất thặng dư mậu dịch với toàn cầu. Nhìn chung cho cả khối 27 nước thuộc Liên Hiệp Châu Âu, trên thị trường nội địa, « với đà hiện tại, trong trung hạn 55 % sản xuất công nghiệp của châu Âu có thể bị hàng Trung Quốc đe dọa trên thị trường nội địa ». Châu Âu từng bước bị Trung Quốc đẩy vào thế của các nhà « lắp ráp » Tài liệu nhấn mạnh đến một thay đổi lớn từ những năm 2010 : Bắc Kinh không chỉ tập trung tích lũy năng lực sản xuất, mà đã rút ngắn khoảng cách công nghệ với các nước tiên tiến khác. Mục tiêu nhằm khẳng định vị trí của Trung Quốc trong các lĩnh vực có giá trị gia tăng cao hơn. Kế hoạch Made in China 2025, được thông qua năm 2015, minh họa cho sự chuyển hướng này. Trung Quốc đã nhắm đến từ công nghệ thông tin, dược phẩm, máy móc và robot, hàng không dân dụng, xe điện và thiết bị nông nghiệp. Chính sự thay đổi này, như báo cáo của Cơ quan đặc trách về chiến lược và kế hoạch của Pháp ghi nhận « tạo ra nguy cơ hàng công nghiệp châu Âu bị giảm chất lượng và châu Âu chỉ còn đảm nhận các khâu lắp ráp, và hoàn thiện sản phẩm, làm giảm khả năng tạo giá trị và kiểm soát công nghệ ». Tiêu biểu nhất là bước « đại nhẩy vọt trong ngành công nghiệp xe hơi Trung Quốc ». Châu Âu đã phải nhìn nhận « nói về ô tô điện, ở tất cả mọi khâu, công nghệ của Trung Quốc giờ đây đang đi trước các đối thủ một thế hệ » và đau hơn nữa cho các nhà sản xuất nổi tiếng trên Lục Địa Già là « với chất lượng tương đương, Trung Quốc có thể sản xuất với giá thành thấp hơn ». Nhân một sự kiện quy tụ các nhà sản xuất xe hơi Trung Quốc - China Passenger Car association đầu năm nay, ban tổ chức đã trình bày một biểu đô cho thấy : Trên thế giới, Trung Quốc chiếm 75% thị trường điện thoại di động và cứ trên 100 máy điều hòa không khí thì có 75 chiếc là hàng Trung Quốc, 84 % máy tính xách tay lưu hành do Trung Quốc sản xuất… Nhưng trên thị trường xe hơi, thì ô tô điện mới chỉ chinh phục được 66 % thị phần, và 33 % với các loại xe hơi chạy bằng xăng, dầu. Quan chức chủ trì sự kiện đó lập cảnh cáo giới trong ngành phải nỗ lực để thị phần xe hơi Trung Quốc trên thế giới « không lẹt đẹt ở phía sau như hiện tại ». Châu Âu bị lấn sân Xác định những lĩnh vực châu Âu bị Trung Quốc lấn sân, báo cáo của Pháp chỉ rõ : những lĩnh vực bị đe dọa hơn cả gồm có ngành công nghiệp nhựa, công nghiệp chế tạo bình điện cho ô tô hay xe đạp, các nhà máy hóa chất …. Và đáng quan ngại hơn nữa là « 70 % các trong ngành sản xuất xe hơi của Pháp đang chịu áp lực rất lớn ». Nhưng quan trọng hơn nữa là hàng Trung Quốc đang từng bước đẩy hàng của châu Âu ra khỏi ngay trên thị trường nội địa của châu lục này. 25 % tổng kim ngạch xuất khẩu của các nước công nghiệp phát triển nhất trong liên Âu (Đức, Pháp, Ý, Tây Ban Nha và nhiều nước Bắc Âu) bị ảnh hưởng. Ngoài khu vực châu Âu thì các nhãn hiệu Trung Quốc cũng đang từng bước đẩy máy móc, và xe hơi của châu Âu ra khỏi những thị trường từ ở châu Phi đến châu Á hay châu Mỹ Latinh. Chỉ riêng trong lĩnh vực xe hơi, sự trỗi dậy của các tập đoàn Trung Quốc « trực tiếp đe dọa gần 14 triệu công việc làm của người dân châu Âu ». « Phi công nghiệp hóa » : Châu Âu chưa đụng đáy ? Trên đài phát thanh tư nhân Radio Classique, Jean-Christophe Caffet, kinh tế trưởng công ty bảo hiểm ngoại thương của Pháp COFACE tiếc là Liên Âu quá chậm chạp trong những quyết định của mình để mong đảo ngược thế cờ trước một đối thủ đang rất mạnh cả về tài chính, phương tiện và nhất là về phương diện chính trị như Bắc Kinh. Khó có thể phủ nhận nền công nghiệp châu Âu đang bị suy sụp. Nhưng không thể nói là mảng này đang bị khai tử, bởi vì chúng ta vẫn có thể điều chỉnh hướng đi. Nhưng cần phải nhanh chóng hành động. Đây là điều cách nay 18 tháng, báo cáo Draghi, mang tên chuyên gia kinh tế, cựu thống đốc Ngân Hàng Trung Ương Châu Âu Mario Draghi đã chỉ ra. Tài liệu này đã xác định được những vấn đề của châu Âu, không gì để tranh cãi. Điều đáng lo duy nhất ở đây là tiến độ để Liên Âu điều chỉnh chính sách công nghiệp của mình, tức là để thực hiện các giải pháp mà báo cáo Draghi đã chỉ ra. Có điều từ đó tới nay, trên thực tế Bruxelles mới đề xuất các biện pháp cho phép thực hiện khoảng 12 % những đề xuất trong báo cáo Draghi. Với tiến độ này, chúng ta sẽ phải mất 12 năm để thực hiện được một nữa những mục tiêu cho phép châu Âu khôi phục lại cỗ máy công nghiệp. Trong khi đó thì các đối thủ cạnh tranh của châu Âu lại rất nhanh tay. Nói cách khác, châu Âu cần gấp rút hành động. Bắt bệnh và kê đơn Cũng trong báo cáo của cơ quan đặc trách về chiến lược và kế hoạch của Pháp Haut Commissariat à la Stratégie et au Plan đặt câu hỏi : Liên Hiệp Châu Âu phải làm gì để cưỡng lại « máy ủi công nghiệp đó của Trung Quốc » ? Paris đề nghị hai giải pháp : một là theo chân Hoa Kỳ cũng dùng đòn thuế quan, đánh thuế 30 % vào hàng made in China xuất khẩu sang thị trường chung châu Âu. 30 % đó phản ánh khác biệt về giá thành từ 30 đến 40 % khi mà hàng của Trung Quốc rẻ hơn so với hàng của châu Âu. Khả năng thứ nhì là Bruxelles phải phá giá đồng euro từ 20 đến 30 % so với đồng nhân dân tệ của Trung Quốc để tạo một sân chơi bình đẳng. Tuy nhiên người điều hành cơ quan Haut Commissariat à la Stratégie et au Plan, Clément Baune thiên về giải pháp thứ nhất, tức là Paris muốn Pháp và Liên Âu cũng nên áp dụng chính sách bảo hộ với hàng của Trung Quốc. Về điểm này, Jean -Christophe Caffet phân tích : Trong hoàn cảnh hiện tại, trước ‘máy ủi' Trung Quốc như thuật ngữ được sử dụng trong báo cáo của Cơ Quan đặc trách về Chiến Lược và Kế Hoạch của Pháp, tăng 30 % thuế hải quan đánh vào hàng Trung Quốc là một dạng tuyên chiến với công xưởng của thế giới. Đây là một giải pháp khẩn cấp để chận làng sóng hàng của Trung Quốc đang đổ vào châu Âu. Giải pháp này có phần chính đáng, nhưng hoàn toàn không phải là liều thuộc trị được căn bệnh tận gốc rễ. Bởi vì để vực dậy nền công nghiệp của châu Âu, chúng ta cần áp dụng những khuyến cáo từ báo cáo mang tên ông Draghi, tức là cần huy động vốn, cần đơn giản hóa các thủ tục hành chính, cần đầu tư ồ ạt vào những lĩnh vực mũi nhọn và được coi là ưu tiên, chính phủ cần can thiệp vào các lĩnh vực chiến lược đẻ bảo đảm tính tự chủ của châu lục này, như là trên phương diện công nghệ sỗ chẳng hạn.
Starkiller represents a significant escalation in phishing infrastructure. A blockchain lender breach affects nearly a million users. The Kimwolf botnet disrupts a peer-to-peer privacy network. Researchers identifiy vulnerabilities in widely used Visual Studio Code extensions. DEF CON bans three men named in the Epstein files. Texas sues TP-Link over supply chain security. Experts question the impact of cyber versus kinetic damage in Venezuela. African law enforcement arrest hundreds of suspected scammers. Tim Starks from CyberScoop explains CISA's upcoming town hall meetings over ICS reporting rules. Warsaw walls off Wi-Fi-wired wheels. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today we are joined by Tim Starks from CyberScoop discussing “CISA to host industry feedback sessions on cyber incident reporting regulation.” Selected Reading Starkiller: New ‘Commercial-Grade' Phishing Kit Bypasses MFA (Infosecurity Magazine) Nearly 1 Million User Records Compromised in Figure Data Breach (SecurityWeek) Kimwolf Botnet Swamps Anonymity Network I2P (Krebs on Security) Flaws in Popular IDE Extensions Allow Data Exfiltration (Infosecurity Magazine) DEF CON bans three Epstein-linked men from future events (The Register) Texas sues TP-Link over Chinese hacking risks, user deception (Bleeping Computer) The Caracas operation suggests cyber was part of the plan – just not the whole operation (CyberScoop) Police arrests 651 suspects in African cybercrime crackdown (Bleeping Computer) Nigerian man gets eight years in prison for hacking tax firms (Bleeping Computer) Poland bans camera-packing cars made in China from military bases (The Register) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week on Sinica, I speak with Kyle Chan, a fellow at the John L. Thornton China Center at Brookings, previously a postdoc at Princeton, and author of the outstanding High-Capacity Newsletter on Substack. Kyle has emerged as one of the sharpest and most empirically grounded voices on U.S.-China technology relations, and he holds the all-time record for the most namechecks on Sinica's “Paying it forward” segment. We use his recent Financial Times op-ed on “The Great Reversal” in global technology flows and his longer High-Capacity essay on re-coupling as jumping-off points for a wide-ranging conversation about where China now sits at the global technological frontier, why the dominant decoupling narrative misses powerful structural forces pulling the two economies back together, and what all of this means for innovation, choke points, and the global tech ecosystem.4:35 – How Kyle became Kyle Chan: from Chicago School economics to development, railways, and systems thinking 12:50 – The Great Reversal: China at the technological frontier, from megawatt EV charging to LFP batteries 17:59 – The electro-industrial tech stack and China's overlapping, mutually reinforcing tech ecosystems 22:40 – Industrial strategy and time horizons: patience, persistence, and the long arc of China's auto industry 33:45 – Re-coupling under pressure: Waymo and Zeekr, Unitree robots, and the structural forces binding the two economies 40:22 – The gravity model: can political distance overwhelm technological mass? 47:01 – What China still wants from the U.S.: Cursor, GitHub, talent, and the AI brain drain 51:52 – Weaponized interdependence and the danger of securitizing everything 57:30 – Firm-level adaptation: HeyGen, Manus, and the playbook for de-sinification 1:02:58 – The view from the middle: Gulf states, Southeast Asia, and India as geopolitical arbitrageurs 1:10:18 – Engineering resilience: what policymakers are getting wrong about the systems they're buildingPaying it forward: Katrina Northrop; Grace Shao and her AI Proem newsletterRecommendations:Kyle: Wired Magazine's Made in China newsletter (by Zeyi Yang and Louise Matsakis); The Wire China Kaiser: The Wall Dancers: Searching for Freedom and Connection on the Chinese Internet by Yi-Ling LiuSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
CampingKinder - Der Camping Podcast von Familien Campern für Camping Familien
In dieser neuen Runde unserer Lagerfeuergespräche begrüßen Eva (@czamping) und Inke (@luftschloss_liebe) einen Gast, der für ordentlich Power sorgt: Ivi, das Gesicht des YouTube-Kanals von Kalle das Kabel. Wir sprechen über ein Thema, das oft als trocken gilt, aber auf dem Campingplatz lebenswichtig ist: Elektrizität. Warum Inke plötzlich ihr altes Kabel entsorgt hat , was passiert, wenn man eine Kabeltrommel nicht abrollt und warum „Made in China“ manchmal brandgefährlich sein kann – all das erfahrt ihr in dieser Folge.
The Government yesterday published new guidance for schools in England on what to do when children question their gender. It says schools should not initiate steps towards social transitioning when pupils change their name or pronouns, and that toilets and changing rooms should be protected spaces, used according to biological sex. Branwen Jeffreys, the BBC's Education and Family Editor, joins Clare McDonnell to discuss this latest guidance.The one-child policy in China spanned a period of over 35 years. It led to large numbers of girls being abandoned by their birth mothers. And for many children, it's had a lasting impact on their lives. Eva Brookes has been reflecting on what that policy meant for her as she was adopted from China as a baby. Her new podcast series, Made in China, is out this week. In it she delves into her life in the UK and speaks to transracial children like herself, along with her own parents, and explores how it has shaped her own identity.North Korean leader Kim Jong Un has selected his daughter as his heir, South Korea's spy agency told lawmakers yesterday. Kim Ju Ae, who is believed to be 13, has in recent months been pictured beside her father in high-profile events including a visit to Beijing in September, her first known trip abroad. BBC Seoul correspondent Jake Kwon tells Clare about how surprising this selection is and what we know about her.Covent Garden is nowadays a centre for high-end designer shops, theatres and award-winning restaurants. However back in the 1700s it was a hotspot for taverns, coffee houses and prostitution. This is the colourful backdrop for the fourth novel from Louise Hare. Called The House of Fallen Sisters, it follows the story of Sukey, a mixed-race girl and an orphan, who has recently moved to London to live with her guardian - the guardian also happens to be a madam who runs a brothel and Sukey knows that once puberty hits, she too will join the women earning their keep. Louise tells Clare what drew her to this story. Presenter: Clare McDonnell Producer: Andrea Kidd
Eh bien, « c'est le moment », s'exclame le Guardian à Londres. « Emmanuel Macron l'a dit simplement – et sans détour (en début de semaine). Face à un "monde en désarroi" et à un double défi potentiellement existentiel posé par les États-Unis et la Chine, il a déclaré : "L'Europe doit devenir une puissance". » Et le quotidien britannique de relever que « deux événements clés pourraient donner un aperçu de la manière dont cette priorité pourrait se traduire en actes. Ce jeudi, dans un château du XVIe siècle situé dans la campagne belge, les dirigeants européens discuteront de mesures urgentes pour relancer l'économie européenne et la rendre plus compétitive. Et demain vendredi et durant le week-end, lors de la Conférence de Munich sur la sécurité, les mêmes dirigeants européens se joindront à d'autres leaders mondiaux, des responsables militaires et des experts pour débattre de la sécurité et de la défense européennes, ainsi que de l'avenir de la relation transatlantique. » Un moment Alden Biesen ? « C'est un moment pivot, dans un monde de titans », s'exclame Le Soir à Bruxelles. « Le 2 février dernier à Louvain, Mario Draghi, ex-président de la Banque centrale européenne, appelait à nouveau l'Europe à se prendre en main, invoquant à titre de recette le moment "Groenland"(…). » Alors, s'interroge le quotidien belge : « Y aura-t-il ce jeudi un moment “Alden Biesen“, du nom de ce château limbourgeois qui accueille le conseil informel de l'Union européenne ? La menace directe à laquelle l'Europe doit cette fois répondre n'est pas territoriale façon Groenland, mais économique et industrielle, et donc aussi, c'est vrai, existentielle. Avec d'un côté les États-Unis et de l'autre la Chine, se profile un avenir où l'Europe risque d'être subordonnée, divisée et désindustrialisée, et dès lors incapable de préserver ses valeurs. Ces mises en garde ont pour but, conclut Le Soir, de secouer les Européens : la défaite n'est pas une fatalité, à condition d'agir. » Protection et investissements Pour Le Monde à Paris, « si l'Europe veut survivre à la fois économiquement et politiquement, c'est bien conjointement dans deux directions – protection et investissement – qu'elle doit urgemment innover. La révolution technologique chinoise est issue du plan "Made in China 2025", adopté en 2015, qui visait explicitement le développement de secteurs prioritaires. Il est temps pour l'UE de surmonter ses divisions, martèle également Le Monde, afin de définir à son tour des mesures de protection de ses secteurs stratégiques et une politique industrielle s'appuyant sur un plan d'investissement commun et un renforcement de son système scolaire et universitaire. Ces impératifs ne sont pas nouveaux. La situation géopolitique et l'évolution des rapports de force économiques les rendent vitaux. » Soutenir l'Ukraine ! Demain, vendredi, la conférence de Munich, donc, sur la sécurité… « Les Européens au défi de riposter à Donald Trump et Vladimir Poutine », titre Le Temps à Genève. (…) Objectif principal : apporter une réponse commune au lâchage des Etats-Unis face à la menace persistante de la Russie (en Ukraine). » Alors, est-ce la solution ? « Pour contrer Donald Trump, les Européens sont tentés de reparler à Vladimir Poutine », constate Le Figaro à Paris. Mais « qui pour discuter avec le maître du Kremlin ? », s'interroge le journal. « Le choix des émissaires anime les discussions dans les coulisses des capitales européennes, sur fond de rivalité pour le leadership européen. » Et puis, prévient Le Figaro, « si la question d'une reprise des pourparlers avec le président russe est légitime, a fortiori en cas de lâchage de l'Europe par Trump, elle gagnerait à être adossée à certaines conditions. Que Poutine, par exemple, soit prêt à un cessez-le-feu. Mais elle gagnerait surtout à être menée en position de force, c'est-à-dire par une Europe unie, prête à déployer ses muscles et à offrir de fortes garanties de sécurité à l'Ukraine. » Le prêt de 90 milliards d'euros à l'Ukraine entériné hier par le parlement européen pourrait être un premier pas en ce sens. Il y aura ensuite une négociation finale avec le Conseil, au plus tard début mars. Ces étapes franchies, la Commission pourra effectuer le premier versement début avril. Objectif pour l'Ukraine : acheter des armes, et de préférence en Europe.
Born during the one-child rule, Eva Brookes knows almost nothing about her life before she was adopted by a British couple and raised in Essex. Hannah chats to Eva about her new BBC Sounds podcast Made in China, identity, Britishness and how it feels to discuss it, privately and publicly. * You can support us by becoming a Standard Issue patron here: Standard Issue Podcast | creating a magazine for ears, by women for women | Patreon Learn more about your ad choices. Visit megaphone.fm/adchoices
Wietnam to już nie tylko kierunek na egzotyczne wakacje. To tutaj bije dziś nowe serce światowej gospodarki. Podczas mojej podróży zobaczyłem kraj, który w niewiarygodnym tempie rzuca wyzwanie gigantom i staje się kluczowym graczem w geopolitycznej układance między USA a Chinami.
Hai mươi năm để hãng xe BYD chinh phục thế giới, qua mặt tập đoàn ô tô điện của Mỹ Tesla. Trung Quốc trong năm 2025 đã xuýt soán ngôi Nhật Bản trở thành nhà sản xuất xe hơi số một toàn cầu. Đâu là bí quyết đưa BYD để vươn ra thế giới ? Một lần nữa, Trung Quốc lại đe dọa đến sự sống còn của những gì từng làm nên tên tuổi của ngành công nghiệp Âu, Mỹ ! Hãng xe Tesla của tỷ phú Mỹ ngay những ngày đầu 2026 đã nhận được tin xấu : Vị trí số 1 thế giới về ô tô điện đã bị đối thủ Trung Quốc BYD trong tay tỷ phú Vương Truyền Phúc (Wang Chuanfu) cướp mất. Trong cả năm 2025, Tesla chỉ bán được hơn 1,6 triệu chiếc xe trên toàn cầu, giảm đi mất 9 % so với một năm trước đó. Trái lại hãng xe BYD đã bán được hơn 2 triệu chiếc xe điện. Trên thị trường Trung Quốc, xe của Tesla dễ dàng bị « hàng nội địa » cạnh tranh. 2025 : BYD lên ngôi Sau các nước châu Á lân cận, sau các nước đang phát triển tại châu Mỹ Latinh và châu Phi, xe Trung Quốc bắt rễ vào châu Âu và hướng tới Canada. 2025, xe điện (EV) chiếm hơn một phần tư số xe mới được bán ra trên toàn thế giới. Một nửa doanh số toàn cầu tập trung tại Trung Quốc, nơi đã sản xuất 16 triệu xe điện và 2,6 triệu trong số đó là để xuất khẩu. Con số này cao gấp đôi so với năm trước. Hiện tại, Mexico cùng với Brazil, Indonesia và Các Tiểu Vương Quốc Ả Rập Thống Nhất, nằm trong số mười thị trường xuất khẩu xe điện Trung Quốc lớn nhất. Theo ngân hàng tư nhân Mỹ Jefferies, điểm mạnh của BYD trong năm 2025 là doanh thu trên các thị trường quốc tế : xe của hãng này - nhất là trong lĩnh vực sử dụng vừa xăng, vừa điện, càng lúc càng được khách hàng châu Á ưa chuộng. Nhưng đáng nói hơn cả là BYD liên tục chinh phục thêm các thị trường ở rất xa Thâm Quyến : số lượng xe bán ra tại Brazil năm 2025 tăng hơn 50 %, tăng 148 % trên thị trường Mêhicô, được nhân lên hơn gấp 5 lần so với hồi 2024 tại Anh Quốc. Trên thị trường Tây Ban Nha, số lượng xe bán ra tăng gần 580 % … Riêng tại Pháp, logo của BYD ngày càng xuất hiện nhiều hơn, nhưng trên tổng số 1,7 triệu chiếc xe mới (ô tô điện và xe chạy bằng xăng, dầu) bán ra trong năm vừa qua, chỉ có 10.000 chiếc là xe của tập đoàn Trung Quốc do nhà tỷ phú họ Vương điều hành. Vào lúc Bruxelles vì muốn bảo vệ các tập đoàn châu Âu đòi đánh thuế xe Trung Quốc thì BYD nhanh chóng quyết định mở nhà máy sản xuất ngay trên Lục Địa Già. Sau Hungary và Thổ Nhĩ Kỳ, BYD nhắm tới Tây Ban Nha để mở thêm một cơ sở thứ ba tại châu Âu vào quãng 2030. Với cả ba nhà máy ở Szeged - Hungary chính thức hoạt động từ năm nay, cơ sở tại Manis Thổ Nhĩ Kỳ và một tại Tây Ban Nha, BYD có khả năng cung cấp 450.000 chiếc xe hàng năm. BYD nói riêng và tất cả các hãng xe Trung Quốc nói chung không chen chân được vào thị trường Mỹ nhưng trong tháng 1/2026 sau chuyến công du đến Bắc Kinh trong ba ngày, thủ tướng Canada, Mark Carney thông báo khai thông được hồ sơ ô tô với Trung Quốc. Cũng quyết định này khiến tổng thống Hoa Kỳ, Donald Trump nổi dóa, đòi đánh thuế 100 % vào hàng hóa của Canada xuất khẩu sang Mỹ vì Ottawa bắt tay với Trung Quốc trong lĩnh vực xe hơi. Thực ra, từ tháng 7 năm 2023, các quốc gia đang phát triển là động lực thúc đẩy tăng trưởng xuất khẩu của Trung Quốc. Chẳng hạn, Mêhicô đã nhập khẩu 100.000 xe điện Trung Quốc vào năm 2025, gấp đôi so với năm 2024. Ba lợi thế lớn để chinh phục thế giới Đâu là bí quyết thành công của tập đoàn do kỹ sư Vưong Truyền Phúc sáng lập năm 1995 ? BYD, có trụ sở tại Thâm Quyến, hiện đã là nhà sản xuất xe hybrid sạc điện (plug-in hybrid) lớn nhất thế giới, ngang ngửa với tập đoàn của tỷ phú Mỹ Elon MuskTesla trên thị trường xe điện. Thậm chí, hãng còn được dự đoán sẽ vượt qua Tesla ngay trong năm nay. Một con số cho thấy rõ tầm vóc của gã khổng lồ châu Á này : năm 2022, BYD đã bán gần 2 triệu chiếc xe sạch tại Trung Quốc, tương đương với tổng doanh số xe điện của toàn bộ thị trường châu Âu cộng lại, tính trên mọi thương hiệu. Một thành tích không hề nhỏ đối với một công ty mới chỉ hơn 20 năm tuổi và ban đầu chỉ sản xuất pin cho điện thoại di động. Công ty có tham vọng rất lớn tại châu Âu, trong đó có kế hoạch xây dựng một nhà máy khổng lồ để sản xuất xe điện ngay trên Lục Địa Già. Khoản đầu tư lên tới gần 10 tỷ euro, kèm theo hàng nghìn việc làm. Vì thế Pháp, Đức và Tây Ban Nha, để thu hút tập đoàn Trung Quốc, đang lao vào một cuộc cạnh tranh vô cùng gay gắt. Quốc gia nào đưa ra mức trợ cấp công lớn nhất, vị trí tốt nhất và các ưu đãi thuế hấp dẫn nhất sẽ có lợi thế. Pháp có một lợi thế không nhỏ là công cụ « bonnus écologique » để khuyến khích sử dụng xe điện, là một cú hích không nhỏ cho ô tô điện của BYD sản xuất tại các nhà máy sắp hoạt động trên lãnh thổ châu Âu. BYD có ba lá chủ bài rất mạnh để dẫn đầu trên thị trường ô tô điện và xe hybrid : một là Nhà nước hỗ trợ trong khuôn khổ kế hoạch tự chủ Made In China 2025 của ông Tập Cận Bình ; hai là nhân công của Trung Quốc rẻ. Nhờ vậy mà xe Trung Quốc dễ dàng thu hút chú ý của các khách hàng tại những quốc gia đang phát triển. Tại Pháp chẳng hạn, theo thông tin từ trang mạng chuyên về năng lượng sạch ECOInfo, giá tối thiểu một chiếc xe một chiếc ô tô điện là 17.000 euro, thì chỉ cần 11.000 euro là có thể mua được một chiếc BYD. Ưu thế thứ ba của hãng xe Trung Quốc này là một tầm nhìn chiến lược của doanh nhân họ Vương. Ban đầu, BYD chỉ là một nhà sản xuất pin cho điện thoại trước khi bắt đầu hướng tới việc sản xuất xe buýt điện để giảm bớt ô nhiễm môi trường tại quốc gia hơn 1 tỷ dân này. Nhưng đến 2023 hãng xe Trung Quốc này có lúc đã qua mặt được Tesla về số lượng sản xuất. Một năm sau, tại triển lãm ô tô Bắc Kinh, BYD trình làng phát minh pin thế hệ mới, cho phép chạy được 2000 km trước khi phải nạp điện trở lại. (Để so sánh, với xe Tesla của Mỹ, tối đa là hơn 800 km lại phải nạp điện). Bên cạnh đó, cho dù mới vừa ngoài 20 năm hoạt động, chỉ một nhà máy của BYD tại Thâm Quyến, tuyển dụng 57.000 công nhân. Trong lúc hãng xe Pháp Renault, được thành lập từ năm 1898, hiện có khoảng 90.000 nhân viên trên toàn thế giới – gần một nửa trong số đó làm việc trong các nhà máy tại Pháp. Về năng suất, căn cứ vào những thông tin cung cấp cho báo chí, thì chỉ riêng tại nhà máy này, nơi BYD đã khởi nghiệp, « cứ mỗi phút là một chiếc xe đã hoàn tất », đây cũng là nơi nhãn hiệu lắp ráp đến 12 kiểu xe khác nhau. Khó khăn ở phía trước Trên thị trường nội địa, BYD không được « thuận buồm xuôi gió » như trên thương trường quốc tế : từ 2023 chỉ một mình tập đoàn này chiếm 35% thị phần xe điện và xe hybrid sạc điện tại Trung Quốc. Theo Bill Russo, chủ tịch tổng giám đốc công ty tư vấn có trụ sở tại Thượng Hải Automobility Ldt, « Mối nguy lớn nhất đối với BYD chính là BYD ». Hãng này đã trở nên quá lớn, và có nguy cơ làm khuynh đảo thị trường ô tô nội địa. Để tránh làm lu mờ các tập đoàn nhà nước, Bắc Kinh sẽ không để BYD vượt quá 20% thị phần và BYD không còn lựa chọn nào khác ngoài việc tập trung vào xuất khẩu. Doanh số của BYD tại Trung Quốc đã giảm 10 % trong năm qua so với năm 2024, bị những tên tuổi khác như Leapmotor hay Xpeng… cạnh tranh. Hệ quả kèm theo, như giới trong ngành ghi nhận, càng gặp khó khăn trên thị trường nội địa, BYD lại càng « trở nên lợi hại hơn » để xuất khẩu bằng mọi giá. Điều này báo trước những cuộc đối đầu « khốc liệt » giữa hãng xe này của Trung Quốc với các nhà sản xuất Âu-Mỹ. Tesla bắt đầu trả giá : Elon Musk dù đã được chủ tịch Tập Cận Bình tiếp đón như một nguyên thủ quốc gia nhưng quyền lợi của các tập đoàn Trung Quốc vẫn là trên hết. Còn tại châu Âu, đối với những tên tuổi trong ngành công nghiệp xe hơi lâu đời nhưu Volkswagen hay Mercedes… của Đức, Renault, Peugeot, Citroen của Pháp… BYD với những phương tiện khổng lồ (cả về vốn lẫn nhân sự) và với thế thượng phong về công nghệ sản xuất bình điện, đang trở thành một cơn « ác mộng ». Trong lĩnh vực xe điện, Trung Quốc gần như đi trước châu Âu khoảng 10 năm. Với BYD, Bắc Kinh đã thực sự tạo ra một « cỗ máy chiến tranh » : xe của BYD có khả năng cạnh tranh cực cao. Tại triển lãm ô tô Thượng Hải gần đây nhất, hãng đã giới thiệu một mẫu xe cỡ nhỏ với giá dưới 10.000 euro. Vì vậy, các nhà sản xuất châu Âu sẽ buộc phải chạy theo. BYD khơi dậy cơn ác mộng : các tập đoàn điện thoại di động và viễn thông Trung Quốc như Huawei, Oppo hay Xiaomi đã từng bước loại hẳn các thương hiệu lớn của châu Âu Alcatel và Nokia, để rồi giờ đây, chỉ còn lại Apple của Mỹ và Samsung của Hàn Quốc đủ sức đối đầu với các hãng Trung Quốc. Các nhãn hiệu đó liệu sẽ trụ được bao lâu trước những khối lượng xe quá lớn, lại vừa rẻ, vừa đa dạng hiện diện ở đủ mọi gam của BYD, sắp được sản xuất từ các nhà máy ở Hungary, Thổ Nhĩ Kỳ và Tây Ban Nha ? Giới trong ngành ý thức được rằng chỉ trong một thời gian rất ngắn, điện thoại di động của những tên tuổi lớn trong ngành như Alcatel của Pháp hay Nokia của Phần Lan hoàn toàn biến mất khỏi thị trường.
Italian Dumplings and Chinese Pizzas: Transcultural Food Mobilities (Fordham UP, 2025) by Dr. Gaoheng Zhang designs a novel analytical framework to approach transcultural food mobilities, a culinary phenomenon that has been with us for decades as a result of colonialism and globalization.Why is it surprising for some of us to read the pairing of “Chinese” with “pizzas” and “Italian” with “dumplings,” such as proposed in the book's title? After all, in some regions of the two countries, Italians eat frequently dumplings, and Chinese frequently make baked, steamed, or fried flatbread with toppings or fillings. Furthermore, when dumplings are made in Italy by Chinese migrants or Chinese Italians, or when pizzas are made in China by Italian migrants, Chinese Italians, or Chinese without apparent ties with Italy, are these culinary products Chinese, Italian, Chinese-Italian, or something else? Why do we need to care for such labeling dilemmas?This book shows how China-Italy food mobilities relayed in popular culture helped forge Chinese and Italians' socioeconomic identities in recent decades by fundamentally shaping contemporary Chinese and Italian consumer cultures. This book addresses China-Italy food cultures against the backdrops of two epoch-making socioeconomic processes. During the 1980s, Chinese cuisine became the first non-European food widely available in Italy, thanks to the widespread presence of Chinese eateries. Only American fast food, which established itself in Italy around the same time, enjoyed comparable popularity as a destination for Italian culinary tourism. Meanwhile, in the early 1990s, together with American hamburgers and fried chicken, the American food chain Pizza Hut's pizzas and spaghetti were the first non-Asian foods that post-Mao Chinese customers recognized as “Western.” The book proposes a critical framework that analyzes transcultural food mobilities by seriously assessing the confluence of diverse mobilities and their impact on food cultures. Ultimately, the study shows that a sophisticated interpretation of transcultural food mobilities can help address alterity and build understanding in a world of increasing political and cultural polarization. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network
Italian Dumplings and Chinese Pizzas: Transcultural Food Mobilities (Fordham UP, 2025) by Dr. Gaoheng Zhang designs a novel analytical framework to approach transcultural food mobilities, a culinary phenomenon that has been with us for decades as a result of colonialism and globalization.Why is it surprising for some of us to read the pairing of “Chinese” with “pizzas” and “Italian” with “dumplings,” such as proposed in the book's title? After all, in some regions of the two countries, Italians eat frequently dumplings, and Chinese frequently make baked, steamed, or fried flatbread with toppings or fillings. Furthermore, when dumplings are made in Italy by Chinese migrants or Chinese Italians, or when pizzas are made in China by Italian migrants, Chinese Italians, or Chinese without apparent ties with Italy, are these culinary products Chinese, Italian, Chinese-Italian, or something else? Why do we need to care for such labeling dilemmas?This book shows how China-Italy food mobilities relayed in popular culture helped forge Chinese and Italians' socioeconomic identities in recent decades by fundamentally shaping contemporary Chinese and Italian consumer cultures. This book addresses China-Italy food cultures against the backdrops of two epoch-making socioeconomic processes. During the 1980s, Chinese cuisine became the first non-European food widely available in Italy, thanks to the widespread presence of Chinese eateries. Only American fast food, which established itself in Italy around the same time, enjoyed comparable popularity as a destination for Italian culinary tourism. Meanwhile, in the early 1990s, together with American hamburgers and fried chicken, the American food chain Pizza Hut's pizzas and spaghetti were the first non-Asian foods that post-Mao Chinese customers recognized as “Western.” The book proposes a critical framework that analyzes transcultural food mobilities by seriously assessing the confluence of diverse mobilities and their impact on food cultures. Ultimately, the study shows that a sophisticated interpretation of transcultural food mobilities can help address alterity and build understanding in a world of increasing political and cultural polarization. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/food
Italian Dumplings and Chinese Pizzas: Transcultural Food Mobilities (Fordham UP, 2025) by Dr. Gaoheng Zhang designs a novel analytical framework to approach transcultural food mobilities, a culinary phenomenon that has been with us for decades as a result of colonialism and globalization.Why is it surprising for some of us to read the pairing of “Chinese” with “pizzas” and “Italian” with “dumplings,” such as proposed in the book's title? After all, in some regions of the two countries, Italians eat frequently dumplings, and Chinese frequently make baked, steamed, or fried flatbread with toppings or fillings. Furthermore, when dumplings are made in Italy by Chinese migrants or Chinese Italians, or when pizzas are made in China by Italian migrants, Chinese Italians, or Chinese without apparent ties with Italy, are these culinary products Chinese, Italian, Chinese-Italian, or something else? Why do we need to care for such labeling dilemmas?This book shows how China-Italy food mobilities relayed in popular culture helped forge Chinese and Italians' socioeconomic identities in recent decades by fundamentally shaping contemporary Chinese and Italian consumer cultures. This book addresses China-Italy food cultures against the backdrops of two epoch-making socioeconomic processes. During the 1980s, Chinese cuisine became the first non-European food widely available in Italy, thanks to the widespread presence of Chinese eateries. Only American fast food, which established itself in Italy around the same time, enjoyed comparable popularity as a destination for Italian culinary tourism. Meanwhile, in the early 1990s, together with American hamburgers and fried chicken, the American food chain Pizza Hut's pizzas and spaghetti were the first non-Asian foods that post-Mao Chinese customers recognized as “Western.” The book proposes a critical framework that analyzes transcultural food mobilities by seriously assessing the confluence of diverse mobilities and their impact on food cultures. Ultimately, the study shows that a sophisticated interpretation of transcultural food mobilities can help address alterity and build understanding in a world of increasing political and cultural polarization. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/chinese-studies
Italian Dumplings and Chinese Pizzas: Transcultural Food Mobilities (Fordham UP, 2025) by Dr. Gaoheng Zhang designs a novel analytical framework to approach transcultural food mobilities, a culinary phenomenon that has been with us for decades as a result of colonialism and globalization.Why is it surprising for some of us to read the pairing of “Chinese” with “pizzas” and “Italian” with “dumplings,” such as proposed in the book's title? After all, in some regions of the two countries, Italians eat frequently dumplings, and Chinese frequently make baked, steamed, or fried flatbread with toppings or fillings. Furthermore, when dumplings are made in Italy by Chinese migrants or Chinese Italians, or when pizzas are made in China by Italian migrants, Chinese Italians, or Chinese without apparent ties with Italy, are these culinary products Chinese, Italian, Chinese-Italian, or something else? Why do we need to care for such labeling dilemmas?This book shows how China-Italy food mobilities relayed in popular culture helped forge Chinese and Italians' socioeconomic identities in recent decades by fundamentally shaping contemporary Chinese and Italian consumer cultures. This book addresses China-Italy food cultures against the backdrops of two epoch-making socioeconomic processes. During the 1980s, Chinese cuisine became the first non-European food widely available in Italy, thanks to the widespread presence of Chinese eateries. Only American fast food, which established itself in Italy around the same time, enjoyed comparable popularity as a destination for Italian culinary tourism. Meanwhile, in the early 1990s, together with American hamburgers and fried chicken, the American food chain Pizza Hut's pizzas and spaghetti were the first non-Asian foods that post-Mao Chinese customers recognized as “Western.” The book proposes a critical framework that analyzes transcultural food mobilities by seriously assessing the confluence of diverse mobilities and their impact on food cultures. Ultimately, the study shows that a sophisticated interpretation of transcultural food mobilities can help address alterity and build understanding in a world of increasing political and cultural polarization. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/italian-studies
Italian Dumplings and Chinese Pizzas: Transcultural Food Mobilities (Fordham UP, 2025) by Dr. Gaoheng Zhang designs a novel analytical framework to approach transcultural food mobilities, a culinary phenomenon that has been with us for decades as a result of colonialism and globalization.Why is it surprising for some of us to read the pairing of “Chinese” with “pizzas” and “Italian” with “dumplings,” such as proposed in the book's title? After all, in some regions of the two countries, Italians eat frequently dumplings, and Chinese frequently make baked, steamed, or fried flatbread with toppings or fillings. Furthermore, when dumplings are made in Italy by Chinese migrants or Chinese Italians, or when pizzas are made in China by Italian migrants, Chinese Italians, or Chinese without apparent ties with Italy, are these culinary products Chinese, Italian, Chinese-Italian, or something else? Why do we need to care for such labeling dilemmas?This book shows how China-Italy food mobilities relayed in popular culture helped forge Chinese and Italians' socioeconomic identities in recent decades by fundamentally shaping contemporary Chinese and Italian consumer cultures. This book addresses China-Italy food cultures against the backdrops of two epoch-making socioeconomic processes. During the 1980s, Chinese cuisine became the first non-European food widely available in Italy, thanks to the widespread presence of Chinese eateries. Only American fast food, which established itself in Italy around the same time, enjoyed comparable popularity as a destination for Italian culinary tourism. Meanwhile, in the early 1990s, together with American hamburgers and fried chicken, the American food chain Pizza Hut's pizzas and spaghetti were the first non-Asian foods that post-Mao Chinese customers recognized as “Western.” The book proposes a critical framework that analyzes transcultural food mobilities by seriously assessing the confluence of diverse mobilities and their impact on food cultures. Ultimately, the study shows that a sophisticated interpretation of transcultural food mobilities can help address alterity and build understanding in a world of increasing political and cultural polarization. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/popular-culture
Italian Dumplings and Chinese Pizzas: Transcultural Food Mobilities (Fordham UP, 2025) by Dr. Gaoheng Zhang designs a novel analytical framework to approach transcultural food mobilities, a culinary phenomenon that has been with us for decades as a result of colonialism and globalization.Why is it surprising for some of us to read the pairing of “Chinese” with “pizzas” and “Italian” with “dumplings,” such as proposed in the book's title? After all, in some regions of the two countries, Italians eat frequently dumplings, and Chinese frequently make baked, steamed, or fried flatbread with toppings or fillings. Furthermore, when dumplings are made in Italy by Chinese migrants or Chinese Italians, or when pizzas are made in China by Italian migrants, Chinese Italians, or Chinese without apparent ties with Italy, are these culinary products Chinese, Italian, Chinese-Italian, or something else? Why do we need to care for such labeling dilemmas?This book shows how China-Italy food mobilities relayed in popular culture helped forge Chinese and Italians' socioeconomic identities in recent decades by fundamentally shaping contemporary Chinese and Italian consumer cultures. This book addresses China-Italy food cultures against the backdrops of two epoch-making socioeconomic processes. During the 1980s, Chinese cuisine became the first non-European food widely available in Italy, thanks to the widespread presence of Chinese eateries. Only American fast food, which established itself in Italy around the same time, enjoyed comparable popularity as a destination for Italian culinary tourism. Meanwhile, in the early 1990s, together with American hamburgers and fried chicken, the American food chain Pizza Hut's pizzas and spaghetti were the first non-Asian foods that post-Mao Chinese customers recognized as “Western.” The book proposes a critical framework that analyzes transcultural food mobilities by seriously assessing the confluence of diverse mobilities and their impact on food cultures. Ultimately, the study shows that a sophisticated interpretation of transcultural food mobilities can help address alterity and build understanding in a world of increasing political and cultural polarization. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/book-of-the-day
World leaders are flocking to Beijing. In the first weeks of 2026, Canada's Mark Carney, the UK's Sir Keir Starmer and South Korea's Lee Jae-myung have all made high-profile visits - an unmistakable signal of global power recalibrating.China's dominance in clean energy manufacturing is already well established: from solar panels and batteries to wind turbines. The question now is whether this transition remains merely made in China, or whether it is increasingly being shaped and led from Beijing.Christiana Figueres, Tom Rivett-Carnac and Paul Dickinson consider what this shift may mean for the future of climate leadership - and for the institutions, alliances and norms that have shaped global climate cooperation for decades. They're joined by scholar of China's political economy and climate governance Yixian Sun, who has recently advised the UK government on their engagement with China. He unpacks the country's own vision of leadership, its evolving role in the Global South, and the risks and opportunities of an increasingly multipolar climate order.As the world recalibrates around China's growing role, how does Beijing see itself? And what are other governments actually seeking as they turn towards it? We spoke to the man advising the UK government ahead of Keir Starmer's arrival in Beijing.
Could China be key in tackling the small boats crisis? Keir Starmer has been meeting President Xi Jinping in Beijing and is hoping a new security pact will be a game-changer, with more than half of small boat engines made in China.The Prime Minister is also pledging to put more money in British pockets through a better relationship with China. So will it work and what are the risks?Political Correspondent Carl Dinnen tells Paul Brand what you need to know.
China is winning the culture war: From "galvanized square steel" to drinking hot water, why is the entire internet suddenly looking more Chinese?Support my independent journalism:
W 2013 roku obraz “Ostatnia wieczerza” został sprzedany za równowartość ponad 23 milionów dolarów. Autorem dzieła jest Zeng Fanzhi, artysta chiński. Jeden z wielu twórców, którzy w Państwie Środka są doskonale znani, podczas gdy w Europie czy Ameryce Północnej niemal nie istnieją. W ostatnich 20 latach chiński rynek sztuki przeżywa bezprecedensowy rozkwit. Dlaczego milionerzy z Chin coraz chętniej kupują dzieła made in China? Jakie miejsce w społeczeństwie pełnią dziś chińscy artyści? I co sztuka z Pekinu czy Szanghaju mówi o kondycji państwa, który stara się o miano światowego lidera?(00:00:00) Zwiastun odcinka(00:00:30 ) Powitanie(00:01:34) Rozmowa(01:04:07) Zakończenie i podziękowaniaWszystkie głosy, które usłyszycie w tym odcinku należą do fizycznych, rzeczywiście istniejących osób i nie zostały wygenerowane maszynowo przez algorytmy. ✅ Wspieraj Brzmienie Świata na Patronite: https://patronite.pl/brzmienie-swiata
In one of the worst “Made in China” product disasters in recent memory, 10 people in the United States have recently either died or been seriously wounded when the airbag in their car went off and blasted their face, neck, and chest with metal shrapnel.Instead of creating a pillow to cushion the impact, these made-in-China airbags acted like grenades—so far killing eight drivers in what would've otherwise been survivable crashes—and seriously injuring two others.Let's go through what we know about these airbags, how they're getting into cars, why they're killing people, as well as how you can check your own car to see whether you're safe.
From Netflix's massive $480 million bet on Stranger Things to a four-year-old "invisible" song dethroning Taylor Swift overnight, TOPAgency.com CEO Ben Kaplan deconstructs the week culture moved faster than the boardroom.We're double-checking the ROI on $8M Super Bowl ads and diving into how a "cheap" Chinese AI model just undercut OpenAI by 50x. Is "Made in China" the new premium in AI, or a race to the bottom?Featuring:The Joe Keery Effect: How the Stranger Things finale created a global #1 hit from a 2022 "side hustle."Streaming Math: Why $60M per episode is actually a bargain for Netflix retention.The DeepSeek Disruption: Can a $300k Chinese model actually beat billions in Silicon Valley R&D?NVIDIA vs. Tesla: Why Wall Street just picked the "platform" over the "product" at CES.The Dictator's Hoodie: How American brand Origin turned Nicolas Maduro's arrest into a masterclass in real-time marketing.Jonas Brothers vs. AI: Why the future of "real" advertising might mean ditching the algorithms.Watch on YouTube at: https://www.youtube.com/@branded-podcastFollow on TikTok at: http://tiktok.com/@top_agencyGet the merch at: https://store.nationaltoday.com/
① We take a look at the progress made in China's agricultural modernization and rural revitalization in 2025. (00:54) ② The US withdrawal from the World Health Organization has taken effect. How could it affect global health governance? (14:12) ③ Against the backdrop of US pressure over Greenland, European Commission President Ursula von der Leyen says the EU is at a crossroads towards more independence. How determined is Europe? (24:55) ④ Japan has halted the restart of the world's largest nuclear power plant after safety alarms were triggered. We explore the restart's potential risks. (34:42) ⑤ The British government has approved China's plan for constructing a new embassy in London. The plan had stalled for years due to a so-called security concern. Why is the concern illegitimate? (45:18)
Just nine months ago, Mark Carney said China is Canada's top security threat. On January 16th, Prime Minister Mark Carney unveiled his first major trade deal—one that could reshape what's in your driveway. The agreement opens Canada's doors to a wave of Chinese electric vehicles, while Beijing slashes tariffs on key Canadian exports through 2026. So what changed—and what does it mean for Canadian jobs, consumers, and the road ahead?
Mark Carney was in China for the past few days and leaves with a pocketful of deals. Sounds good but how good is it? It's a busy Good Talk with more on the agenda, from the resignation of Quebec's premier to what exactly is Canada's position on Greenland? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
THE NEW SYRIA AND ISRAEL'S SECURITYHEADLINE 1: Argentina is going after the Muslim Brotherhood.HEADLINE 2: The U.S. Treasury Department rolled out a new sanctions package in support of the Iranian people. HEADLINE 3: It's official. Phase two of the Gaza ceasefire has begun.HEADLINE 4: Things are still going boom in Lebanon.--FDD Executive Director Jon Schanzer delivers timely situational updates and analysis, followed by a conversation with FDD Senior Advisor Jonathan Hessen.Learn more at: fdd.org/fddmorningbrief-- FDD Featured Pieces: "The quiet way AI normalizes foreign influence" - Leah Siskind, Cyberscoop"Egypt Sentences Christian Researcher Under Blasphemy Law, Underscoring a Recurrent Breach in U.S.-Egypt Relations" - Mariam Wahba, FDD"Made in China, Paid by Seniors: Stopping the Surge of International Scams" - Nathan Picarsic, U.S. Senate Testimony
China estableció récord en producción y ventas de vehículos en 2025 y es líder mundial en carros de nuevas energías. La Asociación China de Fabricantes de Automóviles informó que la producción y las ventas superaron los 34 millones 400 mil unidades en 2025. En México, los vehículos ligeros "Made in China" representaron en todo el 2025 casi la quinta parte del millón 608 mil 789 que se vendieron en ese País.
China is in trouble. Their agenda has been thwarted by Trump. And Chinese and Russian disinformation campaigns no longer work as they have in the past. How will they be able to compete long-term?Remember my many discussions about Trump playing the long-game? With a recent declaration, Trump shot over the Chinese bow…Trump is genuinely not afraid of ChinaChina didn't kick down the door of the American economy. It slipped in through the souvenir shop.No tanks. No missiles. Just cheap plastic, novelty mugs, and “Made in China” stamped so small you needed a jeweler's loupe and a prayer to spot it. While America argued about pronouns and carbon footprints, China was quietly selling us our own nostalgia back at a discount. We called it globalization. They called it Tuesday.That's the part most people miss when they talk about trade. They focus on factories the size of cities, container ships stacked like Lego sets, and steel tariffs that make economists sweat through their khakis. But President Donald Trump understands something that the Ivy League trade priests never did: empires don't collapse from a single cannon blast. They bleed out from a million paper cuts.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
En el podcast de hoy en Garaje Hermético, destapamos la realidad detrás de los titulares triunfalistas del pasado mes de diciembre. Muchos medios generalistas, y algunos políticos, han celebrado una supuesta "moratoria" o reculada de la Unión Europea respecto a la prohibición de los motores de combustión interna para el año 2035. Nos dicen que el motor térmico se ha salvado, que Alemania ha ganado el pulso y que podremos seguir comprando coches de gasolina. La realidad es mucho más cínica y preocupante: nos han vuelto a engañar. Lo que se ha aprobado no es una rectificación, sino una trampa burocrática que en la práctica no cambia nada para el ciudadano medio. Motores de combustión... solo para una élite La llamada "Enmienda Ferrari" o "Excepción Alemana" abre una ventana legal para matricular coches con motor térmico a partir de 2035, pero bajo condiciones draconianas y económicamente inviables para la mayoría. La condición sine qua non es que estos motores utilicen exclusivamente combustibles sintéticos, los llamados e-fuels o biocombustibles neutros en carbono. El problema radica en el precio y la disponibilidad. Actualmente, producir un litro de e-fuel cuesta muchísimo más que refinar gasolina fósil, lo que situaría el precio en el surtidor entre 5 y 7 euros por litro. ¿Quién podrá mantener un coche utilitario con esos costes? Nadie. Esta medida está diseñada para que quienes tengan un Ferrari o un Porsche en el garaje puedan seguir usándolo, convirtiendo la combustión en un lujo accesible solo para grandes cuentas corrientes. El colapso de la industria europea y el auge de China Mientras el debate público se centra en los e-fuels, la realidad industrial nos pasa por encima. Europa forzó a sus fabricantes (Renault, Stellantis, VW) a una transición eléctrica a marchas forzadas, encareciendo enormemente sus costes de producción. Al mismo tiempo, abrió las puertas de par en par a China, que sí sabe fabricar eléctricos baratos. La ironía es trágica: cuando las marcas europeas por fin tienen sus eléctricos listos, llegan gigantes chinos como BYD, MG o Geely con productos atractivos y un 30% más baratos. Desmontando mitos: Noruega y la infraestructura Continuamos desmontando el mantra del "Ejemplo Noruego". Comparar Noruega con España es absurdo. Noruega ha financiado su transición verde vendiendo petróleo y gas al resto del mundo, acumulando un fondo soberano trillonario que les permite subvencionar masivamente la compra de eléctricos y freír a impuestos al térmico. En España, con una renta per cápita muy inferior, se nos pide comprar coches de 40.000 euros con sueldos mileuristas. A esto se suma el fracaso de la infraestructura de carga. En España, la instalación de puntos de carga es lentísima debido a la burocracia. A finales de 2025, miles de cargadores instalados seguían sin funcionamiento por falta de permisos. Euro 7 y la "Greenflation" Analizamos también el impacto de la normativa Euro 7. Aunque se dice que se ha suavizado en emisiones, ha trasladado la complejidad y el coste a los periféricos. Para cumplir con las emisiones en arranque en frío, se plantearon soluciones como los Catalizadores Calentados Eléctricamente (E-Cats), que consumen tanta energía que obligan a implantar sistemas de 48 voltios, encareciendo la fabricación. Además, la Euro 7 introduce regulaciones sobre el polvo de frenos y neumáticos. El resultado será coches más caros por sistemas de frenado complejos (o la vuelta a los frenos de tambor traseros) y neumáticos específicos de baja abrasión que, curiosamente, suelen tener menos agarre en mojado. ¿Sacrificamos seguridad por burocracia? El "Efecto Habana" y los cementerios de eléctricos Ante este panorama, el usuario se rebela pasivamente, provocando el "Efecto Habana". Con un precio medio de coche nuevo superando los 28.000 euros, la gente se niega a cambiar de coche y opta por reconstruir coches fiables de entre 2015 y 2018, como los diésel Euro 6. Se está creando una "resistencia" de conductores que prefieren invertir en su vehículo antiguo antes que endeudarse por un microhíbrido tricilíndrico de 1.0 litros. Finalmente, destapamos el fenómeno de los "cementerios de eléctricos". Miles de coches eléctricos nuevos se acumulan en campas portuarias en Europa y China sin venderse. Es el "Channel Stuffing": los fabricantes matriculan coches a sus propios concesionarios para reportar cifras de ventas y cumplir cuotas de CO2. Estos coches se pudren al sol, degradando sus baterías antes de hacer un solo kilómetro. Cuidado con los "Km 0" eléctricos con descuentos sospechosos. En resumen, la moratoria de 2035 es un salvavidas de plomo. Nos han vendido un futuro verde, pero nos entregan un presente gris, caro y "Made in China". La imposición del coche eléctrico y el fin del coche particular para la mayoría siguen siendo el objetivo real.
La Commissione europea ha pubblicato un documento di orientamento rivolto alle aziende cinesi interessate a presentare impegni sui prezzi per l'export di auto elettriche verso l'Ue, attualmente soggette a dazi antidumping fino al 35,3%. Pechino ha accolto il testo come un passo avanti frutto di lunghi negoziati, parlando di uno "spirito di dialogo" e di un possibile accordo sui prezzi. Da Bruxelles, però, la lettura è più cauta: la Commissione chiarisce che non si tratta di un accordo e che il documento ha solo valore orientativo, senza modificare automaticamente il regime tariffario. Resta quindi aperta la questione centrale della possibile revisione dei dazi, imposti per contrastare sussidi statali ritenuti distorsivi. Le linee guida definiscono criteri stringenti per eventuali impegni sui prezzi, come il prezzo minimo all'importazione, le regole sui canali di vendita e sugli investimenti futuri nell'Ue, in coerenza con le norme Wto. Ogni proposta sarà valutata caso per caso da Bruxelles, in consultazione con gli Stati membri. Interviene Alessandro Plateroti, Direttore editoriale UCapital.comIndagine penale federale su Jerome Powell per la ristrutturazione della sede FedNel fine settimana è emersa la notizia di un'indagine penale federale sul presidente della Federal Reserve, Jerome Powell, legata alla ristrutturazione da 2,5 miliardi di dollari della sede della banca centrale a Washington e alla sua testimonianza al Congresso. Powell sostiene che l'iniziativa giudiziaria sia una conseguenza diretta delle pressioni politiche esercitate da Donald Trump, irritato dal rifiuto della Fed di tagliare i tassi con la rapidità richiesta dalla Casa Bianca. Il presidente della Fed ha ribadito che l'istituzione prende decisioni sulla base di dati ed evidenze economiche, non di indicazioni politiche, ricordando anche gli attacchi personali ricevuti da Trump, che lo ha soprannominato "Mr. Too late". Sullo sfondo, i mercati scommettono su due ulteriori tagli dei tassi nel 2026, ma sottovalutano il rischio di un cambiamento strutturale della Fed: il consiglio e il Fomc potrebbero diventare più allineati alle posizioni presidenziali. A breve sono attese due decisioni chiave: l'indicazione del nuovo presidente della Fed da parte di Trump e il verdetto della Corte Suprema sul possibile licenziamento di Lisa Cook. Il commento è di Morya Longo, Il Sole 24 OrePnrr, la Corte Conti "preoccupata" per il rispetto dei tempi sui progettiLa Corte dei Conti segnala alcune preoccupazioni sui tempi di realizzazione dei progetti Pnrr da parte degli enti territoriali, pur riconoscendo situazioni differenziate e un parziale recupero dei ritardi iniziali. Dai dati emerge che circa metà dei progetti presenta lievi slittamenti, ma con segnali di accelerazione in vista delle scadenze. Resta però aperto il nodo macroeconomico: perché il Pil italiano cresce poco nonostante i 194 miliardi del Pnrr. L'analisi di Openpolis evidenzia che oltre il 60% dei progetti risulta concluso o in via di conclusione, ma assorbe solo una quota limitata delle risorse totali. La gran parte dei fondi è concentrata in interventi ancora in corso o appena avviati, per un valore di circa 95 miliardi. Inoltre, i progetti già completati riguardano soprattutto acquisti di beni, servizi o contributi a privati, mentre meno del 5% interessa opere pubbliche strutturali, quelle con maggiore impatto sul Pil. Ne deriva che i progetti più complessi e visibili sono ancora in ritardo, frenando l'effetto espansivo sull'economia. Analizziamo la questione con Luca Dal Poggetto, Analista di Openpolis esperto di Pnrr.
In this episode of the Learn Feng Shui Podcast, Candice Berlanga explores the energy of January, a month shaped by Earth Ox energy. Rather than rushing into the year which is still mid winter. with forceful resolutions, this episode invites listeners to slow down, reflect, and build a steady foundation for what's ahead. This will prep us to make lay the groundwork and be ready for Springs growing energy.January carries a grounded, steady quality that favors patience, integrity, and thoughtful planning. Candice breaks down how this energy shows up through the zodiac forecast and the monthly Flying Stars, offering practical ways to work with the month instead of against it.Covering the newsletter found here on substack---------Subscribe on Substack! https://learnfengshui.substack.com/?r=442rsj&utm_campaign=pub-share-checklistSend questions here: info@learnfengshui.com Connect on social media & contact me HERE https://linktr.ee/learnfengshuinow--------Sources: Greater Cold traditions and customs https://insights.made-in-china.com/24-Solar-Terms-Greater-Cold_jtRfABevvJIn.html#:~:text=and%20people's%20lives-,The%20Origin%20of%20Greater%20Cold,coldest%20period%20of%20the%20year.LFS January Newsletter: https://open.substack.com/pub/learnfengshui/p/january-2026-newsletter?utm_campaign=post-expanded-share&utm_medium=webTimestamps:00:00 – Introduction to January Energy & Feng Shui Themes03:23 – Earth Ox Energy, Integrity, and Reflection05:13 – Rethinking New Year's Resolutions & Gentle Transitions06:34 – Zodiac Forecast for January11:35 – January Flying Stars Overview & Practical Guidance20:49 – Closing Thoughts & Monthly Focus
In het holst van de nacht werden de Venezolaanse president Nicolás Maduro en zijn vrouw afgelopen weekend van hun bed gelicht. Hoe werd deze bliksemactie van het Amerikaanse leger voorbereid? En welke rol speelden Amerikaanse hackers in deze operatie? Vandaag hoor je in deze podcastfeed niet de vertrouwde stemmen van de presentatoren van de Volkskrant Elke Dag, maar de meest recente aflevering van Schaduwoorlog, onze podcast over spionage en sabotage. Onderzoeksjournalisten Huib Modderkolk en Annieke Kranenberg zoeken uit hoe Amerikaanse hackers het stroomnet van Caracas konden binnendringen en hoe goed beveiligd dit soort ‘industrial control systems’ eigenlijk zijn. En kunnen Chinese hackers via onze slimme meters (made in China) ook in Nederland de elektriciteit plat te leggen? Wil je op de hoogte blijven van de ontwikkelingen op het gebied van hybride oorlogsvoering? Abonneer je dan op Schaduwoorlog in je favoriete podcastapp. We horen ook graag wat je van deze aflevering vindt. Laat het ons weten via podcasts@volkskrant.nl! Presentatie: Annieke Kranenberg en Huib ModderkolkRedactie: Corinne van Duin, Lotte Grimbergen, Julia van Alem, Jasper Veenstra Montage: Tiemen HagemanSee omnystudio.com/listener for privacy information.
On the latest edition of Hoosier Ag This Week: USDA has revealed the per-acre payment rates as part of their $12 billion Farmer Bridge Assistance program. Eric Pfeiffer reports on the rates for each of the eligible commodities and when producers will be receiving their payments. A ban on new drones made in China and other foreign countries has been recently put into place by the FCC. C.J. Miller reports how that could impact the ag industry over the next several years. Also, the Fort Wayne Farm Show is fast approaching. You'll hear a preview—plus, find out how you can help support Indiana FFA with their Benefit Auction during the show at the Allen County War Memorial Coliseum. That's all part of the Hoosier Ag This Week Podcast!
We are away for Christmas, so this is a repeat of a previous episode. Apple is promising to make more products in the US, backed by a $600bn investment over the next four years. But after decades of relying on Chinese manufacturing that promise is going to be tough to keep. Today we're joined by journalist and author Patrick McGee to discuss whether Apple can navigate the demands of Donald Trump's America First agenda and disentangle itself from a made-in-China business model. Producers: Hannah Moore and Aron Keller Executive producers: James Shield and Annie Brown Mix: Nicky Edwards and Travis Evans Senior news editor: China Collins Photo: Apple CEO Tim Cook. Manuel Orbegozo/Reuters
Allen, Joel, Rosemary, and Yolanda break down the TPI Composites bankruptcy fallout. Vestas is acquiring TPI’s Mexico and India operations while a UAE company picks up the Turkish factories. That leaves GE in a tough spot with no clear path to blade manufacturing. Plus the crew discusses blade scarcity, FSA availability floors, and whether a new blade manufacturer could emerge. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! Allen Hall: [00:00:00] Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall. I’ve got Yolanda Padron and Joel Saxum in Texas. And Rosemary Barnes is back from her long Vacation in Australia and TPI. Composites is big in the news this week, everybody, because they’re in bankruptcy hearings and they are selling off parts of the business. Vestas is, at least according to News Reports positioned to acquire. A couple of the LLCs down in Mexico. So there’s uh, two of them, TPI in Mexico, five LLC, and TPI in Mexico, six LLC. There are other LLCs, of course involved with this down in Mexico. So they’re buying, not sure exactly what the assets are, but probably a couple of the factories in which their blades were being manufactured in. Uh, this. Is occurring because Vestas stepped in. They were trying to have an auction and Vestas stepped forward and just ended up buying these two LLCs. [00:01:00] Other things that are happening here, Joel, is that, uh, TPI evidently sold their Turkish division. Do you recall to who they sold? That, uh, part of the Joel Saxum: business too, two companies involved in that, that were TPI Turkey, uh, and that was bought by a company called XCS composites. Uh, and they are out of the United Arab Emirates, so I believe they’re either going to be Abu Dhabi or Dubai based. Uh, but they took over the tube wind blade manufacturing plants in Isme, uh, also a field service and inspection repair business. And around 2,700 employees, uh, from the Turkish operation. So that happened just, just after, I mean, it was a couple weeks after the bankruptcy claim, uh, went through here in August, uh, in the States. So it went August bankruptcy for TPI, September, all the Turkish operations were bought and now we’ve got Vestas swooping in and uh, taking a bunch of the Mexican operations. Allen Hall: Right. And [00:02:00] Vestas is also taking TPI composites India. Which is a part of the business that is not in bankruptcy, uh, that’s a, a separate business, a separate, basically LLC incorporation Over in India, the Vestus is going to acquire, so they’re gonna acquire three separate things in this transaction. The question everybody’s asking today after seeing this Vestus move is, what is GE doing? Because, uh, GE Renova has a lot of blades manufactured by TPI down in Mexico. No word on that. And you would think if, if TPI is auctioning off assets that GE renova would be at the front of the line, but that’s not what we’re hearing on the ground. Joel Saxum: Yeah, I mean it’s, the interesting part of this thing is for Vestas, TPI was about 35% of their blade capacity for manufacturing in 2024. If their 30, if, if Vestas was 35%, then GE had to be 50%. There [00:03:00] demand 60. So Vesta is making a really smart move here by basically saying, uh, we’ve gotta lock down our supply chain for blades. We gotta do something. So we need to do this. GE is gonna be the odd man out because, I mean, I think it would be a, a cold day in Denmark if Vestas was gonna manufacture blades for ge. Allen Hall: Will the sale price that Vest has paid for this asset show up in the bankruptcy? Hearings or disclosures? I think that it would, I haven’t seen it yet, but eventually it’ll, it must show up, right? All, all the bankruptcy hearings and transactions are, they have an overseer essentially, what happens to, so TPI can’t purchase or sell anything without an, um, getting approved by the courts, so that’ll eventually be disclosed. Uh, the Turkish sale will be, I would assume, would be disclosed. Also really curious to see what the asset value. Was for those factories. Joel Saxum: So the Turkish sale is actually public knowledge right now, and [00:04:00] that is, lemme get the number here to make sure I get it right. 92.9 million Euros. Uh, but of, of course TPI laden with a bunch of non-convertible and convertible debt. So a ton of that money went right down to debt. Uh, but to be able to purchase that. They had to assu, uh, XCS composites in Turkey, had to assume debt as is, uh, under the bankruptcy kind of proceedings. So I would assume that Vestas is gonna have to do the same thing, is assume the debt as is to take these assets over and, uh, and assets. We don’t know what it is yet. We don’t know if it’s employees, if it’s operations, if it’s ip, if it’s just factories. We don’t know what’s all involved in it. Um, but like you said, because. TPI being a publicly traded company in the United States, they have to file all this stuff with SEC. Allen Hall: Well, they’ll, they’re be delisted off of. Was it, they were Joel Saxum: in Nasdaq? Is that where they were listed? The India stuff that could be private. You may ne we may not ever hear about what happened. Valuation there. Allen Hall: Okay, so what is the, the [00:05:00] future then for wind blade production? ’cause TPI was doing a substantial part of it for the world. I mean, outside of China, it’s TPI. And LM a little bit, right? LM didn’t have the capacity, I don’t think TPI that TPI does or did. It puts Joel Saxum: specifically GE in a tight spot, right? Because GEs, most of their blades were if it was built to spec or built to print. Built to spec was designed, uh, by LM and built by lm. But now LM as we have seen in the past months year, has basically relinquished themselves of all of their good engineering, uh, and ability to iterate going forward. So that’s kind of like dwindling to an end. TPI also a big side of who makes blades for ge if Vestas is gonna own the majority of their capacity, Vestas isn’t gonna make blades for ge. So GEs going to be looking at what can we, what can we still build with lm? And then you have the kind of the, the odd ducks there. You have the Aris, [00:06:00] you have the MFG, um, I mean Sonoma is out there. This XCS factory is there still in Turkey. Um, you may see some new players pop up. Uh, I don’t know. Um, we’ll see. I mean, uh, Rosemary, what’s, what’s your take? Uh, you guys are starting to really ramp up down in Australia right now and are gonna be in the need of blades in general with this kind of shakeup. Rosemary Barnes: What do we say? My main concern is. Around the service of the blades that we’ve already got. Um, and when I talk to people that I know at LM or XLM, my understanding is that those parts of the organization are still mostly intact. So I actually don’t expect any big changes there. Not to say that the status quo. Good enough. It’s not like, like every single OEM whose, um, FSAs that I work with, uh, support is never good enough. But, um, [00:07:00] it shouldn’t get any worse anyway. And then for upcoming projects, yeah, I, I don’t know. I mean, I guess it’s gonna be on a case by case basis. Uh, I mean, it always was when you got a new, a new project, you need a whole bunch of blades. It was always a matter of figuring out which factory they were going to come from and if they had capacity. It’ll be the same. It’s just that then instead of, you know, half a dozen factories to choose from, there’s like, what, like one or two. So, um, yeah, I, that’s, that’s my expectation of what’s gonna happen. I presumably ge aren’t selling turbines that they have no capability to make blades for. Um, so I, I guess they’re just gonna have a lot less sales. That’s the only real way I can make it work. Allen Hall: GE has never run a Blade factory by themselves. They’ve always had LM or somebody do it, uh, down in Brazil or TPI in Mexico or wherever. Uh, are we thinking that GE Renova is not gonna run a Blade Factory? Is that the thought, or, or is [00:08:00] that’s not in the cards either. Rosemary Barnes: I don’t think it’s that easy to just, just start running a Blade Factory. I mean, I know that GE had blade design capabilities. I used to design the blades that TPI would make. So, um, that part of it. Sure. Um, they can, they can still do that, but it’s not, yeah, it’s, it’s not like you just buy a Blade factory and like press start on the factory and then the, you know, production line just starts off and blades come out the other end. Like there is a lot of a, a lot of knowhow needed if that was something that they wanted to do. That should have been what they started doing from day one after they bought lm. You know, that was the opportunity that they had to become, you know, a Blade factory owner. They could have started to, you know, make, um, have GE. Take up full ownership of the, the blade factories and how that all worked. But instead, they kept on operating like pretty autonomously without that many [00:09:00] changes at the factory level. Like if they were to now say, oh, you know, hey, it’s, uh, we really want to. Have our own blade factories and make blades. It’s just like, what the hell were you doing for the last, was it like seven years or something? Like you, you could easily have done what? And now you haven’t made it as hard for yourselves as possible. So like I’m not ruling out that that’s what they’re gonna try and do, because like I said, I don’t think it’s been like executed well, but. My God, it’s like even stupid of the whole situation. If that’s where we end up with them now scrambling to build from scratch blade, um, manufacturing capability because there’s Yolanda Padron: already a blade scarcity, right? Like at least in the us I don’t know if you guys are seeing it in, in Australia as well, but there’s a blade scarcity for these GE blades, right? So you’re, they kind of put themselves in an even more tough spot by just now. You, you don’t have access to a lot of these TPI factories written in theory. From what we’re seeing. You mean to get like replacement blades? Yeah. So like for, for issues? Yeah. New [00:10:00] construction issues under FSA, that, Rosemary Barnes: yeah. I mean, we’ve always waited a, a long time for new blades. Like it’s never great. If you need a new blade, you’re always gonna be waiting six months, maybe 12 months. So that’s always been the case, but now we are seeing delays of that. Maybe, maybe sometimes longer, but also it’s like, oh well. We can’t replace, like, for like, you’re gonna be getting a, a different kind of blade. Um, that will work. Um, but you know, so that is fine, except for that, that means you can’t do a single blade replacement anymore. Now, what should have been a single blade replacement might be a full set replacement. And so it does start to really, um, yeah. Mess things up and like, yeah, it’s covered by the FSA, like that’s on them to buy the three blades instead of one, but. It does matter because, you know, if they’re losing money on, um, managing your wind farm, then it, it is gonna lead to worse outcomes for you because, you know, they’re gonna have to skimp and scrape where they [00:11:00] can to, you know, like, um, minimize their losses. So I, I don’t think it’s, it’s, it’s Yolanda Padron: not great. Yeah. And if you’re running a wind farm, you have other stakeholders too, right? It’s not like you’re running it just for yourself. So having all that downtime from towers down for a year. Because you can’t get blades on your site. Like it’s just really not great. Rosemary Barnes: Yeah, and I mean, there’s flaws on there. Like they’ve got an availability guarantee. Then, you know, below that they do have to, um, pay for that, those losses. But there’s a flaw on that. So once you know, you, you blast through the floor of your availability, then you know, that is on the owner. Now it’s not on the, um, service provider. So it’s definitely. Something that, yeah, there’s lots of things where you might think, oh, I don’t have to worry about my blades ’cause I’ve got an F, SA, but you know, that’s just one example where, okay, you will, you will start worrying if they, they yeah. Fall through the floor of their availability guarantee. Joel Saxum: Two questions that pop up in my mind from this one, the first one, the first one is [00:12:00] directly from Alan. You and I did a webinar, we do so many of ’em yesterday, and it was about, it was in the nor in North America, ferc, so. They have new icing readiness, uh, reporting you, so, so basically like if you’re on the, if you’re connected to the grid, you’re a wind farm or solar farm and you have an icing event, you need to explain to them why you had an outage, um, and why, what you’re doing about it. Or if you’re not doing something about it, you have to justify it. You have to do all these things to say. Hey, some electrons weren’t flowing into the grid. There’s certain levels. It’s much more complicated than this, but electrons weren’t flowing into the grid because of an issue. We now have to report to FERC about this. So is there a stage when a FERC or uh, some other regulatory agency starts stepping into the wind industry saying like, someone’s gotta secure a supply chain here. ’cause they’re already looking at things when electrons are on the grid. Someone’s got a secure supply chain here so we can ensure that [00:13:00]these electrons are gonna get on the grid. Could, can something like that happen or was, I mean, I mean, of course that’s, to me, in my opinion, that’s a lot of governmental overreach, but could we see that start to come down the line like, Hey, we see from an agency’s perspective, we see some problems here. What are you doing to shore this up? Allen Hall: Oh, totally. Right. I, I think the industry in general has an issue. This is not an OEM specific problem. At the minute, if this is a industry-wide problem, there seems to be more dispersed. Manufacturers are gonna be popping up. And when we were in Scotland, uh, we learned a lot more about that. Right, Joel? So the industry has more diversification. I, I, here’s, here’s my concern at the minute, so. For all these blade manufacturers that we would otherwise know off the top of our heads. Right. Uh, lm, TPI, uh, Aris down in Brazil. The Vestus manufacturing facilities, the Siemens manufacturing [00:14:00] facilities. Right. You, you’re, you’re in this place where. You know, everybody’s kind of connected up the chain, uh, to a large OEM and all this made sense. You know, who was rebuilding your blades next year and the year down, two years down the road. Today you don’t, so you don’t know who owns that company. You don’t know how the manager’s gonna respond. Are you negotiating with a company that you can trust’s? Gonna be there in two or three years because you may have to wait that long to get blades delivered. I don’t know. I think that it, it put a lot of investment, uh, companies in a real quandary of whether they wanna proceed or not based upon the, what they is, what they would perceive to be the stability of these blade companies. That’s what I would think. I, I, Vestas is probably the best suited at the minute, besides Siemens. You know, Vestas is probably best suited to have the most perceived reliability capability. Control, Joel Saxum: but they have their own [00:15:00] blade factories already, right? So if they buy the TPI ones, they’re just kind of like they can do some copy pasting to get the the things in place. And to be honest with you, Vesta right now makes the best blades out there, in my opinion, least amount of serial defects. Remove one, remove one big issue from the last couple Allen Hall: years. But I think all the OEMs have problems. It’s a question of how widely known those problems are. I, I don’t think it’s that. I think the, the, the. When you talk to operators and, and they do a lot of shopping on wind turbines, what they’ll tell you generally is vestus is about somewhere around 20% higher in terms of cost to purchase a turbine from them. And Vestus is gonna put on a, a full service agreement of some sort that’s gonna run roughly 30 years. So there’s a lot of overhead that comes with buying a, a Vestas turbine. Yes. You, you get the quality. Yes. You get the name. Yes, you get the full service agreement, which you may or [00:16:00] may not really want over time. Uh, that’s a huge decision. But as pieces are being removed from the board of what you can possibly do, there’s it, it’s getting narrow or narrow by the minute. So it, it’s either a vestus in, in today’s world, like right today, I think we should talk about this, but it’s either Vestus or Nordic. Those are the two that are being decided upon. Mostly by a lot of the operators today. Joel Saxum: That’s true. We’re, and we just saw Nordex, just inked a one gigawatt deal with Alliant Energy, uh, just last week. And that’s new because Alliant has traditionally been a GE buyer. Right. They have five or six ge, two X wind farms in the, in the middle of the United States, and now they’ve secured a deal with Nordex for a gigawatt. Same thing we saw up at Hydro Quebec. Right. Vestas and Nordex are the only ones that qualify for that big, and that’s supposed to be like a 10 gigawatt tender over time. Right. But the, so it brings me to my, I guess my other question, I was thinking about this be [00:17:00] after the FERC thing was, does do, will we see a new blade manufacturer Allen Hall: pop Joel Saxum: up? Allen Hall: No, I don’t think you see a new one. I think you see an acquisition, uh, a transfer of assets to somebody else to run it, but that is really insecure. I, I always think when you’re buying distressed assets and you think you’re gonna run it better than the next guy that. Is rare in industry to do that. Think about the times you’ve seen that happen and it doesn’t work out probably more than 75% of the time. It doesn’t work out. It lasts a year or two or three, and they had the same problems they had when the original company was there. You got the same people inside the same building, building the same product, what do you think is magically gonna change? Right? You have this culture problem or a a already established culture, you’re not likely to change that unless you’re willing to fire, you know, a third of the staff to, to make changes. I don’t see anybody here doing that at the minute because. Finding wind blade technicians, manufacturing people is [00:18:00] extremely hard to do, to find people that are qualified. So you don’t wanna lose them. Joel Saxum: So this is why I say, this is why I pose the question, because in my mind, in in recent wind history, the perfect storm for a new blade manufacturer is happening right now. And the, and the why I say this is there is good engineers on the streets available. Now washing them of their old bad habits and the cultures and those things, that’s a monumental task. That’s not possible. Allen Hall: Rosemary worked at a large blade manufacturer and it has a culture to it. That culture really didn’t change even after they were acquired by a large OEM. The culture basically Rosemary Barnes: remained, they bizarrely didn’t try and change that culture, like they didn’t try to make it a GE company so that it wasn’t dur, it was wasn’t durable. You know, they, they could have. Used that as a shortcut to gaining, um, blade manufacturing capabilities and they didn’t. And that was a, I think it was a choice. I don’t think it’s an inevitability. It’s never easy to go in and change a, a culture, [00:19:00] but it is possible to at least, you know, get parts of it. Um, the, the knowledge should, you should be able to transfer and then get rid of the old culture once you’ve done that, you know, like, uh. Yeah, like you, you bring it in and suck out all the good stuff and spit out the rest. They didn’t do that. Joel Saxum: The opportunity here is, is that you’ve got a, you’ve got people, there’s gonna be a shortage of blade capacity, right? So if you are, if you are going to start up a blade manufacturing facility, you, if you’re clever enough, you may be able to get the backlog of a bunch of orders to get running without having to try to figure it out as you go. Yolanda Padron: I feel like I’d almost make the case that like the blade repair versus replace gap or the business cases is getting larger and larger now, right? So I feel like there’s more of a market for like some sort of holistic maintenance team to come in and say, Hey, I know this OEM hasn’t been taking care of your blades really well, but here are these retrofits that have proven to be [00:20:00]to work on your blades and solve these issues and we’ll get you up and running. Rosemary Barnes: We are seeing more and more of of that. The thing that makes it hard for that to be a really great solution is that they don’t have the information that they need. They have to reverse engineer everything, and that is. Very challenging because like you can reverse engineer what a blade is, but it doesn’t mean that, you know, um, exactly like, because a, the blade that you end up with is not an optimized blade in every location, right? There’s some parts that are overbuilt and um, sometimes some parts that are underbuilt, which gives you, um, you know, serial issues. But, so reverse engineering isn’t necessarily gonna make it safe, and so that does mean that yeah, like anyone coming in with a really big, significant repair that doesn’t go through the OEM, it’s a, it’s a risk. It, it’s always a risk that they have, you know, like there’s certain repairs where you can reverse engineer enough to know that you’re safe. But any really big [00:21:00] one, um, or anything that involves multiple components, um, is. Is a bit of a gamble if it doesn’t go through the OEM. Joel Saxum: No, but so between, I guess between the comments there, Yolanda and Rosemary, are we then entering the the golden age of opportunity for in independent engineering experts? Rosemary Barnes: I believe so. I’m staking, staking my whole business on it. Allen Hall: I think you have to be careful here, everybody, because the problem is gonna be Chinese blade manufacturers. If you wanna try to establish yourself as a blade manufacturer and you’re taking an existing factory, say, say you bought a TPI factory in Turkey or somewhere, and you thought, okay, I, I know how to do this better than everybody else. That could be totally true. However, the OEMs are not committed to buying blades from you and your competition isn’t the Blade Factory in Denmark or in Colorado or North Dakota, or in Mexico or Canada, Spain, wherever your competition is when, [00:22:00] uh, the OEM says, I can buy these blades for 20 to 30% less money in China, and that’s what you’re gonna be held as, as a standard. That is what’s gonna kill most of these things with a 25% tariff on top. Right? Exactly. But still they’re still bringing Joel Saxum: blades in. That’s why I’m saying a local blade manufacturer, Rosemary Barnes: I think it’s less the case. That everyone thinks about China, although maybe a little bit unconventional opinion a about China, they certainly can manufacture blades with, uh, as good a quality as anyone. I mean, obviously all of the, um, Danish, uh, American manufacturers have factories in China that are putting out excellent quality blades. So I’m not trying to say that they dunno how to make a good blade, but with their. New designs, you know, and the really cheap ones. There’s a couple of, um, there’s a couple of reasons for that that mean that I don’t think that it just slots really well into just replacing all of the rest of the world’s, um, wind turbines. The first is that there are a lot of [00:23:00] subsidies in China. Surely there can only continue so long as their economy is strong. You know, like if their economy slows down, like to what extent are they gonna be able to continue to, um, continue with these subsidies? I would be a little bit nervous about buying an asset that I needed support for the next 30 years from a company like. That ecosystem. Then the other thing is that, um, that development, they move really fast because they take some shortcuts. There’s no judgment there. In fact, from a develop product development point of view, that is absolutely the best way to move really fast and get to a really good product fast. It will be pervasive all the way through every aspect of it. Um, non-Chinese companies are just working to a different standard, which slows them down. But also means that along the way, like I would be much happier with a half developed, um, product from a non-Chinese manufacturer than a half developed product from a Chinese manufacturer. The end point, like if China can keep on going long enough with this, [00:24:00] you know, like just really move fast, make bold decisions, learn everything you can. If they can continue with that long enough to get to a mature product, then absolutely they will just smash the rest of the world to pieces. So for me, it’s a matter of, um, does their economy stay strong enough to support that level of, uh, competition? Allen Hall: Well, no, that’s a really good take. It’s an engineering take, and I think the decision is made in the procurement offices of the OEMs and when they start looking at the numbers and trying to determine profitability. That extra 20% savings they can get on blades made in China comes into play quite often. This is why they’re having such a large discussion about Chinese manufacturers coming into the eu. More broadly is the the Vestas and the Siemens CAAs and even the GE Re Novas. No, it’s big time trouble because the cost structure is lower. It just is, and I. [00:25:00] As much as I would love to see Vestas and Siemens and GE Renova compete on a global stage, they can’t at the moment. That’s evident. I don’t think it’s a great time to be opening any new Blade Factory. If you’re not an already established company, it’s gonna be extremely difficult. Wind Energy O and M Australia is back February 17th and 18th at Melbourne’s Pullman on the park. Which is a great hotel. We built this year’s agenda directly from the conversations we’ve had in 2025 and tackling serial defects, insurance pressures, blade repairs, and the operational challenges that keeps everybody up at night around the world. So we have two days of technical sessions, interactive roundtables and networking that actually moves the industry for. Forward. And if you’re interested in attending this, you need to go to WMA 2020 six.com. It’s WOMA 2020 six.com. Rosemary, a lot of, uh, great events gonna happen at. W 2026. Why don’t [00:26:00] you give us a little highlight. Parlet iss gonna be there. Rosemary Barnes: Parlow is gonna be there. I mean, a highlight for me is always getting together with the, the group. And also, I mean, I just really love the size of the event that uh, every single person who’s there is interested in the same types of things that you are interested in. So the highlight for me is, uh, the conversations that I don’t know that I’m gonna have yet. So looking forward to that. But we are also. Making sure that we’ve got a really great program. We’ve got a good mix of Australian speakers and a few people bringing international experience as well. There’s also a few side events that are being organized, like there’s an operators only forum, which unfortunately none of us will be able to enter because we’re not operators, but that is gonna be really great for. For all of them to be able to get together and talk about issues that they have with no, nobody else in the room. So if, if you are an operator and you’re not aware of that, then get in touch and we’ll pass on your details to make sure you can join. Um, yeah, and people just, you know, [00:27:00] taking the opportunities to catch up with clients, you know, for paddle load. Most or all of our clients are, are gonna be there. So it is nice to get off Zoom and um, yeah, actually sit face to face and discuss things in person. So definitely encourage everyone to try and arrange those sorts of things while they’re there. Joel Saxum: You know, one of the things I think is really important about this event is that, uh, we’re, we’re continuing the conversation from last year, but a piece of feedback last year was. Fantastic job with the conversation and helping people with o and m issues and giving us things we can take back and actually integrate into our operations right away. But then a week or two or three weeks after the event, we had those things, but the conversation stopped. So this year we’re putting some things in place. One of ’em being like Rosemary was talking about the private operator forum. Where there’s a couple of operators that have actually taken the reins with this thing and they wanna put this, they wanna make this group a thing where they’re want to have quarterly meetings and they want to continue this conversation and knowledge share and boost that whole Australian market in the wind [00:28:00]side up right? Rising waters floats all boats, and we’re gonna really take that to the next level this year at Allen Hall: WMA down in Melbourne. That’s why I need a register now at Wilma 2020 six.com because the industry needs solutions. Speeches. That wraps up another episode of the Uptime Wind Energy Podcast. Thanks for joining us. We appreciate all the feedback and support we received from the wind industry. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Just reach out to us on LinkedIn and please don’t forget to subscribe so you’d never miss an episode. For Joel Rosemary and Yolanda, I’m Allen Hall. We’ll catch you next week on the Uptime Wind Energy Podcast.
Burnie and Ashley discuss the great Chinese catch up, EUV chips, research milestones, and all the Marvel teasers.
La question peut sembler légère, mais elle est en réalité très sérieuse économiquement : la beauté « made in China » est-elle en train de détrôner la célèbre K-beauty coréenne ? Depuis une quinzaine d'années, la Corée du Sud s'est imposée comme une puissance mondiale des cosmétiques, portée par l'innovation, le soft power culturel et des marques devenues incontournables. Mais depuis peu, un nouvel acteur accélère très vite : la Chine.La K-beauty a longtemps dominé le segment des cosmétiques innovants et accessibles. En 2023, l'industrie cosmétique sud-coréenne représentait environ 14 milliards de dollars d'exportations, contre moins de 2 milliards au début des années 2010. Des marques comme Innisfree, Laneige ou COSRX ont popularisé les routines en dix étapes, les masques en tissu et les soins ultra-techniques, tout en profitant de la vague K-pop et des dramas coréens. La Corée du Sud exporte aujourd'hui ses produits vers plus de 150 pays.Mais la Chine rattrape son retard à une vitesse impressionnante. Le marché chinois de la beauté est devenu le deuxième plus grand au monde, derrière les États-Unis, avec un chiffre d'affaires estimé à plus de 80 milliards de dollars en 2024. Surtout, les marques locales chinoises connaissent une croissance à deux chiffres, là où les marques étrangères stagnent. Selon plusieurs cabinets d'études, les marques chinoises représentaient moins de 30 % du marché en 2015 ; elles dépassent désormais 50 % des ventes de cosmétiques en Chine.La force de la beauté chinoise repose sur trois leviers économiques. D'abord, le prix : des produits souvent 20 à 40 % moins chers que leurs équivalents coréens ou occidentaux. Ensuite, la vitesse d'innovation : certaines marques chinoises lancent de nouveaux produits en quelques semaines, en s'appuyant sur les données issues du e-commerce et des réseaux sociaux. Enfin, la maîtrise du marketing digital : sur Douyin, Xiaohongshu ou Tmall, les marques chinoises exploitent à grande échelle le live-shopping et les influenceurs locaux.Autre élément clé : la Chine n'est plus seulement un marché intérieur. Les exportations de cosmétiques chinois ont progressé de plus de 20 % par an depuis 2020, notamment vers l'Asie du Sud-Est, le Moyen-Orient et l'Afrique. Là où la K-beauty s'est mondialisée par la culture, la C-beauty s'impose par la puissance industrielle et logistique.Faut-il pour autant enterrer la K-beauty ? Pas encore. La Corée conserve une image premium en matière de formulation et de dermatologie. Mais une chose est sûre : la beauté made in China n'est plus un outsider. Elle est devenue un concurrent crédible, capable de redessiner l'équilibre économique mondial du secteur cosmétique. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
The world's second-largest economy posted a record $1 trln trade surplus for the first 11 months of 2025. In this Viewsroom podcast, Breakingviews columnists discuss how Beijing's plan to make high-end tech goods has paid off, and why a US trade war could spoil the party. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
Send us a textIn an obtuse world Mark & Jefe are here to keep you vertical.This time we chat Vol from Station IX on his knife production and getting stabbed in the buttFIND Station IX HEREhttps://www.stati9n.com/https://www.instagram.com/station_9_/THANK YOU TO OUR SPONSOR XS SightsXS Sights - https://xssights.com/20% Discount with code LARPBooks We Recommend:Herbal Medic: https://amzn.to/3ArhUGXTriphasic Tactical Training Manual: https://a.co/d/0I1iYRuThe Merck Manual of Diagnosis and Therapy : https://a.co/d/6jU0EDWTarascon Pocket Pharmacopoeia: https://a.co/d/fZm4jqpFollow us on Instagram @livelaughlarp_podcastEmail us questions/topics at live.laugh.larp.podcast@gmail.comFind the Fit'n Fire YouTube Channel at https://www.youtube.com/fitnfireIntro/Outro Music: Elysium · Karl Casey
Mike Zlotnik - Tempo Funding On Investment Advice: "At the end of the day the best risk mitigation strategy is prudent diversification." Investing in real estate is often thought to be a great place to grow your wealth. But often investors have other things going on and they don't want to deal with tenants, paperwork, searching out properties and all of the headaches that come with doing your own real estate investing. What if there were a way to invest in real estate in other ways? Investing in the loans other people have on real estate, or investing with a group and getting into large commercial properties with leases that run decades long? Mike Zlotnik started Tempo Funding to help investors grow their money with real estate, without needing to get their hands dirty. He shares his journey in the tech world to discovering the power of passive real estate investing, buying his first apartment in Brooklyn back in 2000, and growing into large-scale commercial projects like industrial facilities and open-air shopping centers. He explains Tempo Funding's focus on marrying “money and opportunity,” helping individuals, often those who have exited businesses or cashed in on appreciated assets, find reliable income streams backed by real estate. Listen as Mike explains his real estate investing strategies and how they may work for you. Enjoy! Visit Mike at: https://tempofunding.com/ https://www.instagram.com/tempofunding/ Podcast Overview: 00:00 "Triple Net Leasing Explained" 03:50 "Predictable Returns in CRE Investments" 08:17 "Long-Term Commercial Lease Structures" 10:46 Ground Leases and Property Ownership 13:36 Real Estate Tax Implications Simplified 19:31 Deploying Capital for Investments 21:29 Quarterly Distribution Expectations Explained 26:18 "Low Rates, Inflation, and Stimulus" 27:41 "Understanding Capitalization Rates" 32:22 Moore's Law and AI Progress 35:29 Interest Rates and Real Estate Trends 37:13 Industrial Investment: Focus on Longevity 40:49 "Branch Closures and Lease Management" 44:39 "From Tech Exec to Real Estate" 49:21 "Real Estate Value Through Leasing" 50:00 "Value-Add Real Estate Strategies" 54:07 "Strategic Capital for Specialists" Sponsors: Live Video chat with our customers here with LiveSwitch: https://join.liveswitch.com/gfj3m6hnmguz Some videos have been recorded with Riverside: https://www.riverside.fm/?utm_campaign=campaign_5&utm_medium=affiliate&utm_source=rewardful&via=james-kademan Podcast Transcription: Mike Zlotnik [00:00:00]: I had a successful career, had some exits. I was doing well, but I was a little burned out. I spent almost 15 years in technology. I had great friends. I liked it. Technology. Felt like I wanted something that I really didn't have to work all the time, something that I can make investment decisions and the money could work for me. So I discovered real estate passively in year 2000, buying my first apartment in Brooklyn. Mike Zlotnik [00:00:25]: And then I continued to buy more and passively. James Kademan [00:00:33]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumphant successes of business owners across the land. Downloadable audio episodes can be found in podcast link found at https//:drawincustomers.com We are locally underwritten by the Bank of Sun Prairie, Calls On Call Extraordinary Answering Service as well as the Bold Business Book. And today we're welcoming Slash, preparing to learn from Mike Zlotnick of Temple Funding. That's TF Management Group. Is that safe to say, Mike? Mike Zlotnik [00:01:01]: Yeah, yeah, but the easier way, people call me Big Mike. I am six four. So Big Mike. James Kademan [00:01:05]: Well, you can't tell on the screen, so. All right, that is a. That's a Big Mike. Big Mike, indeed. So, Big Mike, what is Tempo funding? Mike Zlotnik [00:01:15]: We are the best way to describe Tempo funding. We marry money and opportunity. We are a platform for folks with capital to invest, typically in real estate, kind of. I don't want to call myself exactly one trick pony, but I am mostly one trick pony. It's real estate. We have a team, we have organization that focuses real estate projects, industrial, open air shopping, multifamily, et cetera. James Kademan [00:01:42]: Okay. Mike Zlotnik [00:01:42]: And then we have folks with capital who sold businesses, they've sold highly appreciated stock, they sold bitcoin, whatever, they made their money and then now they're looking for steady, predictable income. And that's what we try to bring them. That's kind of what we do for many, many years. James Kademan [00:02:01]: You mentioned steady predictable income. And can you elaborate on that? Because sometimes in the real estate world that's not always the case. Mike Zlotnik [00:02:08]: Yeah, so today the world's changed quite a bit and we really gravitated towards predictability. I literally have an article that I wrote and a video comparing high IRRs versus predictability. Wide majority of people, especially with monetary event where they've got significant lump sum, they're looking for predictability. So what is predictability? So normally it means the assets themselves have a great engine, how they generate predictable income. Take an example, triple net industrial. This is just a simple way to explain. It's right before the call we were talking about made in China versus made in America. Well, there's a renaissance now to build in America. Mike Zlotnik [00:02:50]: Made in America and industrial production in America is welcome. So quite often there are companies that manufacture here and the real estate underneath it gets sold by the owner of the business. They sell the real estate, lease back and stay in that property. So where does predictability come from? Well, that business has been there for 60 years. They sell real estate, they use capital for further investment or to pay their parent company and then it's a mission critical property. And to make long story short, they're there, they have a 20, 25 year lease and it's triple net, meaning that all the expenses, taxes, insurance, everything else is covered by the tenant. So as a landlord you collect rent and every year it goes up between 2 to 3%. So you have high predictability of outcome simply because it's contractually guaranteed with a credit quality tenant with long term lease, with rent escalation clauses, with triple net structure. Mike Zlotnik [00:03:50]: So you're collecting this, you're an equity investor, but you're collecting it like a bond. You get your coupon today, this year. So what does that coupon look like? For example, year one you could start with 7%, maybe even higher. And year two goes up, and year three, it goes up. So it begins to look like a predictable investment because it's so contractually built to be predictable. So you know, initial cash flow, you know, year two cash flow, year three, year four, year five. And then that increased NOI drives forced appreciation. Because in commercial real estate, the price of the asset is a function of net operating income. Mike Zlotnik [00:04:24]: You hear these fancy terms, cap rates. All the cap rates describe is what do you pay per dollar of income. The lower the cap rate, the higher the price per dollar of income. So as interest rates obviously impact cap rates, but in general, the structure itself grows. Niy, if interest rates don't do anything, they stay flat. You're still growing the value of the asset because the NOI is growing. That's a predictable structure. You see these structures in real estate quite a bit. Mike Zlotnik [00:04:50]: And I'll shut up for a second, let you chime in more questions because I can talk on this probably for hours. James Kademan [00:04:55]: No, that's awesome. That's awesome. It's interesting you mentioned real estate that's essentially large scale commercial. It sounds like you're talking manufacturing. Yes, this isn't just the small mom. Mike Zlotnik [00:05:06]: And pop house, it is a manufacturing facility quite often gets bought for $25 million. There are of course bigger projects, but the sweet spot is anywhere from, you know, 10, 15, 20, 25, 30, $30 million small manufacturing. I'm not talking about AI data centers that are getting built for a billion dollars, not, not for that. James Kademan [00:05:29]: Okay. I guess, I think as you're talking here, I'm thinking south of me on the north way north of Chicago is Belvedere, Illinois, which has a car manufacturing plant that I think since I've been driving to and from Chicago every once in a while, I want to say that thing has changed hands four or five times. And that thing, that property, I don't know if it's necessarily one building, but that complex, it's probably the size of a small city. Sorry, it sounds like you're getting into stuff that big. Mike Zlotnik [00:06:04]: Not that big, but an example, we do have an asset in New Castle, Indiana, again, Midwest. And it's a, you know, it's called $25 million asset. It is a multi acre property and it produces stainless steel and it's been in that business and that location over 60 years. So that kind of a facility. All right, not a small city, but for that local town, it's a significant manufacturer and industrial facility. James Kademan [00:06:32]: Oh, I bet it's huge. And for something like that. Do you. I mentioned the equipment goes with the building. Just because it took so much to get that equipment in there, it's like an old pool table. To get it out is a big deal. Mike Zlotnik [00:06:45]: They end not moving so effectively you own real estate as an investor, but they've made so many tenant improvements themselves over the years for their own business, plus all the equipment, everything else. They're going to stay there, they're going to continue to.
Hour 1 of A&G features... Jack is ill, the economy, farmers & 6-7 Katie Green's Headlines! Australia social media ban & Canada's assisted suicide Mailbag! See omnystudio.com/listener for privacy information.
Hour 1 of A&G features... Jack is ill, the economy, farmers & 6-7 Katie Green's Headlines! Australia social media ban & Canada's assisted suicide Mailbag! See omnystudio.com/listener for privacy information.
Are multivitamins bad for you? How could that be? In this video, I'll share the truth about the multivitamin scam. Find out about the vitamins you should never take, supplements that don't work, and the harmful ingredients in your supplements. 0:00 Introduction: Multivitamins truth0:19 Harmful ingredients in supplements 1:45 Synthetic vs. natural vitamins 3:38 Do multivitamins really work?9:32 Natural vitamins and minerals11:17 Fake vitamins exposed! Many multivitamins are made with the cheapest, synthetic ingredients which could be doing more harm than good.The first ingredient in many multivitamins is often calcium carbonate, which is limestone! The first ingredient usually makes up the majority of the product. Magnesium oxide, another common ingredient, is very cheap and has the lowest absorption rate compared to other forms of magnesium. The term “natural” isn't regulated, so ingredients derived from sources such as petroleum and coal tar can be labeled as natural. In nature, vitamins don't exist alone; they are combined with other nutrients and cofactors, which are often missing when you take synthetic vitamins. Biochemistry can not work without cofactors. Although there are nutrients that are difficult to obtain in sufficient amounts from food, that doesn't mean they should be replaced with synthetic multivitamins.Maltodextrin is commonly used as a filler in vitamins and minerals. It's a highly refined industrial starch, classified as a complex carbohydrate, and spikes blood sugar more than sugar. Ascorbic acid is a synthetic part of the vitamin C complex. Approximately 90% is made in China from GMO corn and sulfuric acid. Many people have a genetic issue converting cyanocobalamin, a synthetic form of B12, and folic acid, a synthetic form of B9, into their active forms. This can cause negative side effects in 40% of the population.Almost all of the popular multivitamins are owned by Big Pharma, Big Food, Big Chemical, or large investment groups. For example, Centrum Silver is owned by Pfizer, and One a Day is owned by Bayer. Nature Made is owned by the same company that sells Abilify!Dr. Eric Berg DC Bio:Dr. Berg, age 60, is a chiropractor who specializes in Healthy Ketosis & Intermittent Fasting. He is the Director of Dr. Berg Nutritionals and author of the best-selling book The Healthy Keto Plan. He no longer practices, but focuses on health education through social media.Disclaimer: Dr. Eric Berg received his Doctor of Chiropractic degree from Palmer College of Chiropractic in 1988. His use of “doctor” or “Dr.” in relation to himself solely refers to that degree. Dr. Berg is a licensed chiropractor in Virginia, California, and Louisiana, but he no longer practices chiropractic in any state and does not see patients, so he can focus on educating people as a full-time activity, yet he maintains an active license. This video is for general informational purposes only. It should not be used to self-diagnose, and it is not a substitute for a medical exam, cure, treatment, diagnosis, prescription, or recommendation. It does not create a doctor-patient relationship between Dr. Berg and you. You should not make any change in your health regimen or diet before first consulting a physician and obtaining a medical exam, diagnosis, and recommendation. Always seek the advice of a physician or other qualified health provider with any questions you may have regarding a medical condition.