Podcasts about mideast

A.M. Edition for Mar. 2. Iran is broadening the scope of its response to U.S. and Israeli strikes by targeting airports and other civilian sites in neighboring Gulf states. WSJ Middle East editor Andrew Dowell discusses the effect those attacks could have in deepening the Gulf's resolve to fight back. Plus, WSJ correspondent Sune Rasmussen explains how Iran's leadership is reacting to the killing of Ayatollah Ali Khamenei. And Dow Jones commodities reporter Giulia Petroni breaks down how fighting is sending oil prices surging and upending global supply chains. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

The news to know for Monday, March 2, 2026! We're talking about what some are calling the most consequential action President Trump has ever taken — what we know about American strikes on Iran, and Iran's retaliation all around the Middle East. Also, a new terror investigation in Austin, Texas — and the chance of more potential threats on U.S. soil. Plus, the impact of Mideast violence on oil and gas prices, the Pentagon's new artificial intelligence deal, and Hollywood's last big awards show before the Oscars. Those stories and even more news to know in about 10 minutes!    Join us every Mon-Fri for more daily news roundups!  See sources: https://www.theNewsWorthy.com/shownotes Become an INSIDER to get AD-FREE episodes here: https://www.theNewsWorthy.com/insider Get The NewsWorthy MERCH here: https://thenewsworthy.dashery.com/ Sponsors: Get 15% off OneSkin with the code NEWSWORTHY at https://www.oneskin.co/NEWSWORTHY #oneskinpod Go to Quince.com/newsworthy for free shipping and 365-day returns! To advertise on our podcast, please reach out to ad-sales@libsyn.com    

Yesterday the US & Israel conducted joint strikes on Iran's leadership and critical infrastructure.We are now at war.What will the likeliest implications be?To address, RANE's Mideast analyst Ryan Bohl just joined me for a livestream this morning where he provided his latest assessment of the situation and his best forecast of what lies ahead.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#iran #middleeast #war 00:00 - Introduction and Welcome01:25 - Details of the Joint US-Israeli Strikes on Iran03:34 - Iran's Retaliation Across the Gulf Region05:06 - Confirmation of US Casualties05:59 - Extent of Decapitation in Iranian Leadership06:57 - Structure and Resiliency of Iran's Government09:36 - Information on New Interim Leaders10:29 - Continued Iranian Command and Control10:44 - US and Israeli Strike Plans and Air Superiority11:52 - Odds of Achieving Total Air Superiority13:55 - Assessment of Iran's Response Strength16:28 - US and Israeli Intelligence Capabilities in Iran19:52 - Breakdown of US-Iran Talks20:03 - Iran's Strikes on Regional Neighbors21:07 - Potential Uniting of the Region Against Iran24:26 - Neighbors' Preferences for Stable Regime or Change26:56 - Factors Leading to the Current Escalation28:45 - Nuclear Program as the Breaking Point29:02 - Timing of the Decision to Strike Now31:12 - Striking Iran as an 80/20 Global Issue33:56 - Domestic and International Support Dynamics35:53 - Viability of Regime Influence Strategy in Iran37:23 - Likelihood of Carrot-and-Stick Approach Succeeding39:44 - Odds of Domestic Uprising Removing the Regime44:26 - Implications of Cheering Footage and Expat Reactions47:03 - Prospects for the Shah's Son Returning49:20 - Worst-Case Scenario Outcomes52:41 - Best-Case Scenario for Iran54:35 - Potential for a Better World if Conflicts Resolve57:04 - Geopolitical Competition Persisting Globally58:20 - Implications for Global Markets and Commodities59:31 - Counsel for Those Fearing World War III_____________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Below is a selection of stories from the first quarter hour of this week's News Round-Up broadcast: --Iran and the U.S. held hours of indirect negotiations yesterday over Tehran's nuclear program, but walked away without a deal, leaving the danger of another Mideast war on the table as the U.S. has gathered a massive fleet of aircraft and warships in the region. --Despite diplomatic language suggesting progress, substantial gaps do persist. Iran categorically rejects U.S. demands to dismantle key nuclear facilities, to transfer enriched uranium stockpiles abroad and permanently end uranium enrichment. --The U.S. embassy in Israel said its staff could leave the country and urged anyone considering departure could do so immediately as the threat of a U.S. strike on Iran looms. --While Iran engages in fake negotiations to stall, deceive and lie to the Trump administration, they announced they will be buying anti-ship missiles from China. --As President Trump pressures Iran to abandon its nuclear ambitions amid rising tensions, Vice President Vance told the Washington Post that there's "no chance" that the U.S. will enter a years-long war in the Middle East. --Congressional Democrats are moving to force votes in the House and Senate to block President Trump from launching any military action against Iran without prior congressional approval. --The Treasury Department levied new sanctions against Iran on Wednesday. The sanctions targeted 30 Iranian individuals, businesses and vessels that facilitate Iran's illicit petroleum sales and the nation's ballistic missile and weapons production.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc

Below is a selection of stories from the first quarter hour of this week's News Round-Up broadcast: --Iran and the U.S. held hours of indirect negotiations yesterday over Tehran's nuclear program, but walked away without a deal, leaving the danger of another Mideast war on the table as the U.S. has gathered a massive fleet of aircraft and warships in the region. --Despite diplomatic language suggesting progress, substantial gaps do persist. Iran categorically rejects U.S. demands to dismantle key nuclear facilities, to transfer enriched uranium stockpiles abroad and permanently end uranium enrichment. --The U.S. embassy in Israel said its staff could leave the country and urged anyone considering departure could do so immediately as the threat of a U.S. strike on Iran looms. --While Iran engages in fake negotiations to stall, deceive and lie to the Trump administration, they announced they will be buying anti-ship missiles from China. --As President Trump pressures Iran to abandon its nuclear ambitions amid rising tensions, Vice President Vance told the Washington Post that there's "no chance" that the U.S. will enter a years-long war in the Middle East. --Congressional Democrats are moving to force votes in the House and Senate to block President Trump from launching any military action against Iran without prior congressional approval. --The Treasury Department levied new sanctions against Iran on Wednesday. The sanctions targeted 30 Iranian individuals, businesses and vessels that facilitate Iran's illicit petroleum sales and the nation's ballistic missile and weapons production.

Ochelli Effect 2 27 2026 SNAFU NEWS LAST WEEKSelf Edit NOTEAfter IntroONLY First ew minutes contain:Ochelli Unique AnalysisOrOchelli OpinionSince they appear to be unwanted w haveremoved this burden for you. ENJOY...What to know as US moves military assets to Mideast and Iran nuclear talks have yet to reach a dealhttps://apnews.com/article/iran-us-talks-oman-nuclear-protests-e5fce5e891243b7651cf76d8211f78ae?FCC chairman says the agency is investigating ABC's ‘The View' over equal time rulehttps://apnews.com/article/view-fcc-stephen-colbert-abc-cbs-4fd679462e08de2cdc340071f48a83a9?Melania Merch will follow the flop Film but succeed somehowhttps://www.melaniatrump.com/90,000 Square feet of Ballroom won't look strange when attached to 45,000 Square Feet of White House, will it? Never mind The $100,000,000.00 TRUMP Arch will make it all Great Again for THE SWAMP only drained of wealth from every Non-Trump connected treasury to THE BRAND.https://www.youtube.com/shorts/ep2t_RCy8sMICING ON MARA-LOGO MADE BEAUTIFUL CAKESCUBAN MISLEAD CRISIS 2026?Putin tells Cuban foreign minister Russia will not accept recent US sanctions against Cubahttps://apnews.com/video/putin-tells-cuban-foreign-minister-russia-will-not-accept-recent-us-sanctions-against-cuba-1fac17d8fcaf4a5093492ffcb0f38b0c?===EPSTEIN & OTHER ASSOTED ATTROCITIES with a side order of BLASPHOMY Exploring the Vaginal Anatomy - 3D Animationhttps://www.youtube.com/shorts/BNzezS06w_kHas The FOX NEWS T.V. Electronic Asset become a True Crime Network in Daylight hours as It's slow rolling reveal as the Entertainment Channel it is was spoiled by Their own Lawyers?A party that makes Sure Agent Maxwell gets puppy time before the Pardon Time despite sex trafficking convictions might not be a zealous seeker of Truth, Justice For Victims or the American way.AS SEEN ON T.V. and IN THE BIBLE 6 And he opened his mouth in blasphemy against God, to blaspheme his name, and his tabernacle, and them that dwell in heaven.7 And it was given unto him to make war with the saints, and to overcome them: and power was given him over all kindreds, and tongues, and nations. I lived with Epstein on Zorro Ranch where it's feared ‘girls were killed and buried' – why they'll never find bodieshttps://local.newsbreak.com/new-mexico-state/4505217367796-i-lived-with-epstein-on-zorro-ranch-where-its-feared-girls-were-killed-and-buried-why-theyll-never-find-bodies?FBI Told Minnesota It Will Share Zero Evidence on Alex Pretti Shooting, Even as ICE Admits its Lieshttps://www.jezebel.com/fbi-alex-pretti-shooting-death-evidence-wont-share-minnesota-law-enforcement-investigations-doj ICE, Inc.: The Top Companies Profiting from Trump's Immigration Crackdownhttps://www.pogo.org/investigates/ice-inc-the-top-companies-profiting-from-trumps-immigration-crackdownKristi Noem Wants A Swanky $70 Million Jet For Deportations — And She Might Get Ithttps://www.huffpost.com/entry/kristi-noem-wants-a-swanky-70-million-jet-for-deportations-and-she-might-get-it_n_699726e4e4b0c98899793ed296 Percent of People Charged With Human Trafficking Are U.S. Citizenshttps://reason.com/2026/02/19/96-percent-of-people-charged-with-human-trafficking-are-u-s-citizens/The Next Phase of ICE's $38 Billion Detention Plan: Centralized, DHS-Owned Warehouseshttps://www.bloomberg.com/news/articles/2026-02-19/trump-s-immigration-push-to-warehouses-could-cut-out-corecivic-geogroup4-D Chess is claimed by people who think Checkers is the same game with Failed logic seeing the Checkers and chess board are alike and falsely believing Chess is that easy. Ask someone using the term 4-D chess to Explain 3-D chess and you'll see the lack of intellect reveal itself to you.SEE ALSO: Trump claiming mutual respect status with the late Jesse Jackson.Trump Salutes ‘Good Man' Jesse Jackson in Laudatory Memorial Post — Claims Civil Rights Icon ‘Could Not Stand' Obamahttps://www.mediaite.com/politics/trump-salutes-good-man-jesse-jackson-in-laudatory-memorial-post-claims-civil-rights-icon-could-not-stand-obama/ Race Hustler or Civil Rights Icon? Jesse Jackson Dead at 84https://pjmedia.com/rick-moran/2026/02/17/race-hustler-or-civil-rights-icon-jesse-jackson-dead-at-84-n4949594===TRUMPs BOMBS, MIND CONTROL, and OTHER ENTERTAINMENTDonny doesn't start wars often because War and the military industrial complex is  too complex for his simple mind. So way more threats than operations will be the hero of the day any day Jewish plot armor is required. Epstein , Israel , or his unlawful in-laws all escape the hand of Lady Justice because we'd have to declare her themes and memes in the Circus of political clowns to be 3 rings of anti-sematic weapons of mass distraction....And The state of the Union looking for a divorce is Business as per what should not be usual and Threatening Demand to Deal with the Brand.-The formula may not always reconcile into universal agreement Agreeable RealityFreedom of ChoiceLocalityor https://apnews.com/live/donald-trump-news-epstein-cuba-updates-2-26-2026?-Baseball Hall of Famer Bill Mazeroski, known for walk-off home run in 1960 World Series, dies at 89https://www.mlb.com/news/pirates-legend-bill-mazeroski-dies-at-89Tom Noonan, 'Manhunter' and 'Robocop 2' actor, dies at 74https://www.usatoday.com/story/entertainment/celebrities/2026/02/18/tom-noonan-dead-robocop-2-cain/88748041007/https://www.imdb.com/name/nm0006888/Trump Said Tariffs Would Reduce the Trade Deficit. Instead, It Hit a Record High in 2025.https://reason.com/2026/02/19/trump-said-tariffs-would-reduce-the-trade-deficit-instead-it-hit-a-record-high-in-2025/ Trump tariffs: U.S. could owe more than $175 billion in refunds after Supreme Court ruling, estimate sayshttps://www.cnbc.com/2026/02/20/supreme-court-trump-tariffs-us-refunds.htmlSo The Corporations get refunds but the customers that had them passed on to them Get Nothing? ---BE THE EFFECThelp for Ochelli and The NetworkSupport and Fund The Future of Ochelli.com Radio & PodcatssThe Bills are now so Grown Their calling themselves WilliamsMrs.OLUNA ROSA CANDLEShttp://www.paypal.me/Kimberlysonn1https://www.youtube.com/user/UCYTV/search?query=OchelliBE THE EFFECTListen/Chat on the Sitehttps://ochelli.com/listen-live/TuneInhttp://tun.in/sfxkxAPPLEhttps://music.apple.com/us/station/ochelli-com/ra.1461174708Ochelli Link Treehttps://linktr.ee/chuckochelliAnything is a blessing if you have the meansWithout YOUR support we go silent

AP's Lisa Dwyer reports that US Embassy in Israel is urging staff to leave now if they want as risk of Mideast war looms.

For perspective on the nuclear negotiations and President Trump's handling of Iran, Amna Nawaz has two views from Alan Eyre and retired Col. Joel Rayburn. Eyre had a four-decade career in the U.S. government and is now at the Middle East Institute. Rayburn had a 26-year career in the Army and is now a senior fellow at the Hudson Institute. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Welcome to The Times of Israel's Daily Briefing, your 20-minute audio update on what's happening in Israel, the Middle East and the Jewish world. Editor David Horovitz joins host Amanda Borschel-Dan for today's episode. Negotiators resumed US-Iran nuclear talks in Geneva on Thursday, hours after senior American officials made the case that Iran poses a major threat to the United States and is actively working toward a nuclear bomb. Horovitz updates us on US Secretary of State Marco Rubio and Vice President JD Vance's statements and describes the intense US military buildup in the Mideast. He then assesses the Israeli public's willingness to join in on any eventual strike against Iran and how Prime Minister Benjamin Netanyahu could leverage the crisis in this election year. Indian Prime Minister Narendra Modi made a two-day visit to Israel on Wednesday and Thursday, where he pledged to work in lockstep with the Jewish state to confront Islamist terrorism. In what Horovitz describes as a regrettably rare sentiment from world leaders, the Indian premier told the Knesset that his nation stands “firmly” with Israel. We learn what else happened behind the scenes. In an effort to circumvent a Supreme Court order to expand egalitarian prayer access at the Western Wall, lawmakers voted 56-47 Wednesday afternoon in favor of the preliminary reading of a bill giving the Chief Rabbinate full control over prayer at all parts of the holy site -- not just the Orthodox prayer plaza. It has drawn harsh condemnation from progressive Jewish groups, which condemned the controversial legislation as “patronizing and antisemitic.” Horovitz weighs in. Check out The Times of Israel's ongoing liveblog for more updates. For further reading: Facing Trump, Hamas bet on survival and is being vindicated; Iran’s regime has the same game plan As talks resume, Rubio, Vance accuse Iran of trying to restart its nuclear program Iranian FM arrives in Geneva for talks as US demands any nuclear deal last indefinitely F-22 jets deploy at Israeli Air Force base as US builds up forces for Iran strike In the Knesset, Modi says India stands firmly with Israel ‘in this moment and beyond’ MKs approve preliminary bill cementing Orthodox control over entire Western Wall Subscribe to The Times of Israel Daily Briefing on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. This episode was produced by Podwaves. IMAGE: A Valar Atomics microreactor is seen on a C-17 aircraft, without nuclear fuel, at March Air Reserve Base, California, February 15, 2026. (AP Photo/Matthew Daly)See omnystudio.com/listener for privacy information.

For perspective on the nuclear negotiations and President Trump's handling of Iran, Amna Nawaz has two views from Alan Eyre and retired Col. Joel Rayburn. Eyre had a four-decade career in the U.S. government and is now at the Middle East Institute. Rayburn had a 26-year career in the Army and is now a senior fellow at the Hudson Institute. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

In this episode of MidEast & Beyond, Amir Tsarfati and Barry Stagner break down the unprecedented U.S. military buildup around Iran, Israel's expanding AI warfare strategy, and the strategic impact of Narendra Modi's historic visit as the Indo-Middle East corridor reshapes global power. As Israel strengthens economically and militarily, the stage described in the Book of Ezekiel 38 appears increasingly aligned with current events, while Iran continues issuing direct threats against American forces.Connect with us on social:Telegram: @beholdisraelchannelInstagram: https://www.instagram.com/amir.tsarfati/Facebook: https://www.facebook.com/beholdisrael/X: https://x.com/beholdisraelYouTube: https://youtube.com/@beholdisrael

The US has significantly ratcheted up its military presence in the Middle East in recent weeks. The US and Iran are set to meet for nuclear talks tomorrow, but as the escalations continue, we look at what Tehran could do to retaliate. Also, Australia is debating whether or not to allow 34 Australian women and children suspected of links to ISIS fighters to return home. And, artificial intelligence company Anthropic says the US government wants all of its restrictions on AI-controlled weapons and surveillance use lifted, giving the company until Friday to give full access to its AI model or risk losing its defense contract. Plus, a look at Uruguay's energy transition success story. Learn about your ad choices: dovetail.prx.org/ad-choices

Award-winning novelist Hala Alyan discusses how she is thinking about teaching her daughter about her rich culture, how she talks to her daughter about current world events, and what Hala's own upbringing looked like. Hala's new memoir is I'll Tell You When I'm Home.

Welcome to The Times of Israel's Daily Briefing, your 20-minute audio update on what's happening in Israel, the Middle East and the Jewish world. Diplomatic correspondent Lazar Berman joins host Amanda Borschel-Dan for today's episode. The next round of talks between the United States and Iran is scheduled for Thursday in Geneva. Even as US military pressure mounts, Tehran expressed hope that a nuclear agreement could be reached that would avert a looming attack. Berman updates on where things stand ahead of US President Donald Trump's State of the Union address tomorrow. We then turn back the clock to last week's inaugural Board of Peace meeting in DC. Washington secured some $7 billion in pledges toward Gaza’s recovery from key Mideast allies; five countries agreed to contribute troops to the International Stabilization Force tasked with phasing the IDF out of Gaza; and plans are advancing to deploy thousands of Palestinian police in Gaza within two months. What about Hamas demilitarization? Berman weighs in. In a program released Friday following his brief visit to Israel, right-wing commentator Tucker Carlson claimed the Israeli government targeted his family, called the Jewish state “probably the most violent country on earth” and aired numerous antisemitic tropes. We hear why the media personality is latching on to them -- and who is listening. Check out The Times of Israel's ongoing liveblog for more updates. For further reading: US, Iran to hold talks Thursday as Tehran claims ‘good chance’ of diplomatic solution Witkoff says Trump ‘curious’ why Iran hasn’t ‘capitulated’ under US pressure Waving off the skeptics, US feeling bullish after Board of Peace inaugural confab Tucker Carlson claims Israel targeted his family, Netanyahu ‘believes in blood guilt’; questions Israel’s right to exist Subscribe to The Times of Israel Daily Briefing on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Ari Schlacht produced this episode. IMAGE: A hand-drawn swastika is seen on the front of Union Station near the Capitol in Washington, January 28, 2022. (AP Photo/J. Scott Applewhite, File)See omnystudio.com/listener for privacy information.

The Supreme Court says President Trump cannot use the economic emergency he declared as a rationale for his import tax regime. The U.S. military buildup in the Mideast over the past month gives Trump options for striking Iran. The U.S. and Canada will compete Sunday for the gold medal in men's Olympic ice hockey.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Amir Tsarfati and Pastor Barry Stagner break down the unprecedented U.S. military buildup surrounding Iran and what it could mean for Israel, the Middle East, and Bible prophecy.Connect with us on social:Telegram: @beholdisraelchannelInstagram: https://www.instagram.com/amir.tsarfati/Facebook: https://www.facebook.com/beholdisrael/X: https://x.com/beholdisraelYouTube: https://youtube.com/@beholdisrael

Jihadists worldwide have concluded that they will achieve Western civilization's destruction as sharia commands. Their success in gang-raping with impunity some one million British girls is proof-positive that they're right.  Pastor Jocko Booyens – an international leader in fighting such criminal sexual exploitation – warns that many American girls are being subjected to similarly rapacious behavior through so-called “beneficial relationships” cultivated by an institution dubbed “Sugar Baby University.” It should be known as “Rape U.” Texans started voting yesterday on Proposition 10 aimed at prohibiting sharia law. The fact that reducing crushing student debt is our causing our girls to be raped, impregnated and/or induced to convert to Islam and relocate to the Mideast – practices all condoned by sharia – is just one more reason why Prop 10 must pass. BanSharia.com. This is Frank Gaffney.

Iran faces a final ultimatum as global alliances shift dramatically in the Middle East. Saudi Arabia's surprising pivot, Turkey's expansion into Africa, Gaza ceasefire violations, and high-level U.S.–Israel meetings are reshaping the region in real time.In this episode of MidEast & Beyond, Amir Tsarfati & Pastor Barry Stagner connect these developments with World Events in Bible Prophecy, including Ezekiel 38, Zechariah 12, and Revelation 13. From Iran's nuclear negotiations and Hamas' refusal to disarm, to the rise of digital currency laws that echo the coming global control system, the prophetic picture is becoming clearer than ever.As corruption is exposed worldwide and financial systems move toward full digital tracking, the stage is set exactly as the Bible has foretold.Connect with us on social:Telegram: @beholdisraelchannel Instagram: https://www.instagram.com/amir.tsarfati/ Facebook: https://www.facebook.com/beholdisrael/ X: https://x.com/beholdisrael YouTube: https://youtube.com/@beholdisrael

For perspective on President Trump's meeting with Israeli Prime Minister Benjamin Netanyahu, Geoff Bennett spoke with two people with extensive experience dealing with Israel and Iran. Dennis Ross played leading roles in the Middle East peace process for both Democratic and Republican administrations, and Alan Eyre had a four-decade career in the U.S. foreign service focusing on the Middle East. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Michael speaks with the former Chief of the IDF Intelligence Directorate Maj. Gen. (res.) Tamir Hayman about the increasing likelihood of military action against Iran's missile program. Gen. Hayman—who serves as Executive Director of the Tel Aviv-based Institute for National Security Studies (INSS)—analyzes the complex regional "reshuffle," explaining how Saudi Arabia is recalibrating its position through a rapprochement with Iran while distancing itself from the UAE and Israel. Gen. Hayman also offers his forecast on the future of Hamas and Gaza, and the broader outlook for regional stability.

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For perspective on President Trump's meeting with Israeli Prime Minister Benjamin Netanyahu, Geoff Bennett spoke with two people with extensive experience dealing with Israel and Iran. Dennis Ross played leading roles in the Middle East peace process for both Democratic and Republican administrations, and Alan Eyre had a four-decade career in the U.S. foreign service focusing on the Middle East. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

While many see a temporary calm in the Middle East, are today's geopolitical maneuvers actually signaling the calm before the storm? In this MidEast Update, Amir Tsarfati examines mounting threats, shifting alliances, and global power plays involving America, Iran, and Russia through the lens of Bible prophecy. As Ezekiel 38 looms larger on the prophetic horizon, this update connects current events to Scripture, helping believers discern the times and understand what may be coming next.Connect with us on social:Telegram: @beholdisraelchannel Instagram: https://www.instagram.com/amir.tsarfati/ Facebook: https://www.facebook.com/beholdisrael/ X: https://x.com/beholdisrael YouTube: https://youtube.com/@beholdisrael

Michael speaks with Gregory Brew, Senior Analyst at the Eurasia Group and country analyst for Iran, about the high-stakes decision facing the Islamic Republic: "strikes or talks." Greg analyzes the upcoming diplomatic summit in Istanbul, where the U.S. is pushing for "maximalist concessions" regarding Iran's nuclear program, ballistic missile stockpile, and regional proxy networks like Hamas and Hezbollah. Greg also discusses the strategic leverage of the recent U.S. naval buildup in the Middle East and whether these talks are a deliberate pretext for military action against Tehran. Greg also breaks down Iran's internal "credibility crisis" and the future of regional stability. 

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Big tech earnings roll on with Apple reporting results. The numbers from their latest quarter, and what Fast Money friend Gene Munster thinks of the recent rout in the software space. Plus Crude prices surging as Mideast tensions ramp up. How the U.S. may respond, and what one oil analyst sees in store for the energy sector. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump approaches Middle East peacemaking as a business deal. In today's episode we go to Israel and the Palestinian territory of the West Bank to hear about the different ways that those economies are being affected by war, and what that means for the peace process going forward.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Is Turkey preparing to “liberate” Jerusalem? Why is Iran being praised for massacring protesters? And what does President Trump's response mean for Bible prophecy? In this update, we connect breaking news across the Middle East with Ezekiel 38 and God's plan for Israel. From hostages recovered in Gaza to Turkey's dangerous rhetoric, everything points to a prophetic convergence.Connect with us on social:Telegram: @beholdisraelchannelInstagram: https://www.instagram.com/amir.tsarfati/Facebook: https://www.facebook.com/beholdisrael/X: https://x.com/beholdisraelYouTube: https://youtube.com/@beholdisrael

AP correspondent Laurence Brooks reports on fears in the Middle East of a possible U.S. strike on Iran.

January 27, 2026 ~ Border Czar Tom Homan takes over in Minnesota. US moves aircraft carrier into the Mideast. Remains of last Israeli hostage released. Ilhan Omar being investigated by the DOJ. Latest on the Maine plane crash and the day's biggest headlines. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

January 27, 2026 ~ Rocky Raczkowski, Ret. Lt. Colonel in the US Army discusses the US moving an aircraft carrier into the Mideast and the last remaining Israeli hostage remains being returned. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

America is building its forces in the Mideast to attack Iran. Iran is threatening to Attack Israel, if America attacks Iran. Israel is ready for defensive and offensive warfare as Israelis are holding their breath in anticipation for the red alert sirens to warn us to run to our safe-rooms. The question is, when will Trump attack, and how will the Mullahs strike the West & Israel? Will war bring an end to the mullahs and a more peaceful government to emerge from the Iranian people? Tamar speaks with Jonathan Pollard and get's his take on: * The Iranian threat * Plans for Gaza * Trump's Board Of Peace * Arab political parties 'uniting' in the next elections * What G-d's plan is for the world - and why we need to hold on tight! The Tamar Yonah Show 25JAN2026 - PODCAST

Mary welcomes back financial guru David Holland to talk about the blowtorch maneuver that Trump used at Davos. As another WEF summit winds down, we know less about globalism and its enduring (not endearing) qualities than we ever did. Trump pushed some buttons for sure, and this caps off the first year of his second term. In 2025 we saw trade policies, tariffs, foreign policy, and alliances all get shaken. The Mideast has altered significantly, topped off by Trump’s “Board of Peace” initiative. It’s impossible to even guess what this year holds in the arena of cryptocurrencies, surveillance systems, inflation, and Ai, but we still see Trump’s America First policies holding firm. And so many do not like it and aren’t afraid to say so. But what did the globalists expect with their pandemic panic run-through that was horribly mishandled? Trust? Or just flat-out tyranny? So we go to David for some free-range conversation about all of it, and look at what to watch for. A full hour on financial stuff – minus the glowing puppies this time. Stand Up For The Truth Videos: https://rumble.com/user/CTRNOnline & https://www.youtube.com/channel/UCgQQSvKiMcglId7oGc5c46A

Tim and Mary Danielsen take a look at the current news cycle, of course a continuation of the previous one – and yet the incremental increase in chaos and wickedness bears mentioning. “Waiting for the other shoe to drop” is one way to describe the edge-of-the-seat posture that today’s headlines tend to invoke. But in the case of the unknown shoe, it very much applies to that global war that seems to be always in the next news cycle. Are nations just being very cautious? Or is there more maneuvering going on? Some say that Trump and the right are warmongerers, but a case could be made that the Dems have been responsible for all the major wars of the last 150 years. Either way, whether it’s global war, civil war in the states, the economy or the Mideast, shoes could all drop at once one of these days, redefining chaos as we have known it. A full hour of headlines and commentary.

Welcome to The Times of Israel's Daily Briefing, your 20-minute audio update on what's happening in Israel, the Middle East and the Jewish world. Military correspondent Emanuel Fabian joins host Jessica Steinberg for today's episode. Following Iran's foreign minister's direct threat against the US, Fabian reports on the buildup of potential US offensive and defensive firepower in the region, including an aircraft carrier and fighter jet squadrons. As the IDF continues its nearly daily strikes against Hezbollah operatives in Lebanon, Fabian discusses Israel's tacit agreement with the US that allows it to act against anything it considers an immediate threat, and the Lebanese government's ongoing efforts to disarm Hezbollah. The IDF reported a 27% rise in settler violence in the West Bank in 2025, says Fabian, who breaks down elements of the report, including the rise in the severity of the settler attacks alongside the decrease in Palestinian terrorism, attributed to the army's sustained offensive activity against terror cells. Check out The Times of Israel's ongoing liveblog for more updates. For further reading: US Central Command announces arrival of F-15 squadron in Mideast amid tensions with Iran IDF: Settler violence rose by 27% in 2025, severe attacks spiked by over 50% IDF targets Hezbollah tunnels, rocket launch sites in Lebanon Subscribe to The Times of Israel Daily Briefing on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. This episode was produced by Podwaves. IMAGE: In this Tuesday, Nov. 19, 2019, photo made available by U.S. Navy, a helicopter lifts off of the aircraft carrier USS Abraham Lincoln as it transits the Strait of Hormuz. The U.S. aircraft carrier Abraham Lincoln sent to the Mideast in May over tensions with Iran transited the narrow Strait of Hormuz for the first time on Tuesday. The ship previously had been in the Arabian Sea outside of the Persian Gulf. (Mass Communication Specialist Seaman Stephanie Contreras/U.S. Navy via AP)See omnystudio.com/listener for privacy information.

Welcome to The Times of Israel's Daily Briefing, your 20-minute audio update on what's happening in Israel, the Middle East and the Jewish world. Editor David Horovitz joins host Amanda Borschel-Dan for today's episode. Dozens of world leaders, including Prime Minister Benjamin Netanyahu and Russian President Vladimir Putin, received an invitation over the past week to sit on US President Donald Trump’s Board of Peace. The US is aiming to hold the board’s first meeting on the sidelines of the World Economic Forum in Davos, Switzerland, on Wednesday. In the meantime, various countries have reacted to their invitations to Thursday’s signing ceremony in Davos, including France’s President Emmanuel Macron. Horovitz fills us in on international responses, including shades of daylight between Netanyahu and Trump. In the hours after two babies lost their lives in an unlicensed and massively overcrowded daycare in the ultra-Orthodox Romema neighborhood of Jerusalem on Monday, Haredi leaders blamed the tragedy on the state and the legislative efforts to draft young men of the community. Two infants died and 53 babies and toddlers were injured to varying degrees in the incident. We speak about the avoidable nature of the tragedy, which, because of the prevalence of unsupervised daycare, could occur in any Israeli community at any time. And finally, regular listeners of The Daily Briefing will have missed their weekly dose of David Horovitz, who is just back from a three-week trip in Japan. We hear observations. Check out The Times of Israel's ongoing liveblog for more updates. For further reading: Trump to hold Board of Peace signing ceremony in Davos, but participants may be limited PM vows no Qatari, Turkish troops in Gaza after countries given role on oversight body Smotrich calls to shutter US-led Gaza coordination center, resettle Strip Netanyahu invited to Trump’s Gaza Board of Peace alongside European, Mideast leaders Haredi leaders blame babies’ deaths on state’s push to draft ultra-Orthodox men 2 babies die in incident at unlicensed Jerusalem daycare; 3 caregivers detained Subscribe to The Times of Israel Daily Briefing on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. This episode was produced by Podwaves. IMAGE: Ultra-Orthodox Jewish men block a road and clash with police during a protest sparked by the deaths of two babies in an unauthorized daycare in Jerusalem, January 19, 2026. (Chaim Goldberg/Flash90)See omnystudio.com/listener for privacy information.

This is a free preview of a paid episode. To hear more, visit www.stateoftelaviv.comAmbassador Michael Oren brings decades of deep experience as an historian, diplomat, and politician to bear on this critical moment in Mid-East volatility. Asked at the outset of our discussion what's at stake, he did not hesitate for a second. “Everything.” We discuss the always wobbly status quo in the region and the sweeping change that has gone down…

HEADLINES:• Qatar to Hold Proceeds of First US-Run Venezuelan Oil Sale• Hacking Campaign Targeted High-Profile Gmail and WhatsApp Users Across the Middle East• Sela Emerges as PIF Weighs Fresh IPO Push• Today on the Show: Clint Khan, Director at Y-Axis Middle East DMCCNewsletter: https://aug.us/4jqModrWhatsApp: https://aug.us/40FdYLUInstagram: https://aug.us/4ihltzQTiktok: https://aug.us/4lnV0D8Smashi Business Show (Mon-Friday): https://aug.us/3BTU2MY

The Herle Burly was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as CN Rail, Bruce Power, and AltaGas.Greetings, you curiouser and curiouser Herle Burly-ites! It occurs to us here at Air Quotes Media, that when the Prime Minister goes to China ... makes an historic trade deal ... and then invokes the term “New World Order” in his statement to the press – Carney said it slowly, dramatically, deliberately – you gather the most expert people you can think of and record a podcast about it, immediately.David Mulroney and Jennifer Welsh are with me today.David was Canada's ambassador to the People's Republic of China from 2009 to 2012. Prior to that he headed Canada's office in Taiwan and served as our Senior Official for Asia Pacific Economic Cooperation. His 2016 book about our relationship with China, Middle Power, Middle Kingdom, was awarded with J.W, Dafoe Prize.Jennifer is the Canada 150 Research Chair in Global Governance and Security at McGill University and the Director of the Max Bell School of Public Policy. She's a Rhodes Scholar, earning a Master and Doctorate in International Relations at Oxford, and co-founded the Oxford Institute for Ethics, Law and Armed Conflict.So today, I want to talk about what Trump, and the U.S. is saying, and doing, and the shifting world order. What might it look like? What are the implications for Canada? Can we influence it in any meaningful way? And the actions Prime Minister Carney has taken to date, the deal with China, and also his work in Europe and the Mid-East.Thank you for joining us on #TheHerleBurly podcast. Please take a moment to give us a rating and review on iTunes, Spotify, Stitcher, Google Podcasts or your favourite podcast app.Watch episodes of The Herle Burly via Air Quotes Media on YouTube.The sponsored ads contained in the podcast are the expressed views of the sponsor and not those of the publisher.

Milk production is up 4.5% — but somehow, milk is clearing. Something doesn't add up. In this episode of The Milk Check, the team uncovers the shifts reshaping dairy economics in 2026. Ted Jacoby III leads a classic market roundtable with the Jacoby team to unpack what they're seeing as dairy transitions out of the holiday demand season and into early-year reality. Despite 4.5% year-over-year milk production growth, milk is clearing in many regions. Cheese and butter markets are under pressure, but inventories aren't yet burdensome. Protein markets remain tight. And nonfat dry milk is showing surprising strength. So what's going on? In this episode, we cover: Why added processing capacity may be masking where supply is really long How cheese and butter are absorbing milk that would normally back up at the farm Why protein demand is tightening skim solids and whey markets Whether nonfat's recent rally is real or a phantom And which dairy market narratives the team thinks are wrong right now If you're trying to make sense of conflicting signals across milk, fat, protein and powder, this episode delivers the context behind the numbers. Listen now to The Milk Check episode 90: The Market is Lying to Us. Got questions? We'd love to hear them. Submit below, and we might answer it on the show. Ask The Milk Check Ted Jacoby III: [00:00:00] Am I just being a conspiracy theorist? Diego Carvallo: I would probably bet a little bit on that conspiracy theory. It could be. It could be possible, Ted. Who knows. Ted Jacoby III: Welcome to the Milk Check from TC Jacob and Company, your complete guide to dairy markets, from the milking parlor to the supermarket shelf. I’m Ted Jacoby. Let’s dive in. We’re on the new side of the New Year. It is January 12th. we’re gonna have a classic market discussion today. Things have started to settle down from the holidays and I thought it would be a great idea just to share with everybody what we’re seeing in the markets as we’re transitioning from the high-demand season into the low-demand season. We have our usual suspects today. We have my brother Gus who manages our fluid group. We’ve got Josh White, head of our dairy ingredients group. We have Joe Maixner, head of all of our butter sales. Mike Brown, our Vice President of Market Intelligence, and myself. So, we’ll start with milk, Gus. What’s it look like right now? Gus Jacoby: It certainly isn’t tight, but it isn’t really long either. I think the November milk production was up [00:01:00] 4.5% and that typically would be fairly significant in areas where there isn’t a lot of additional processing capacity. One would think it would be very, very long with that kind of growth, but we’re not seeing that. Areas like the upper Midwest, Mideast, those areas are not as long as we thought they would be. I don’t want to act as if it’s tight. That’s not the case. Through the holidays, there was still plenty of milk that was around. But I think here as we climbed out of the New Year holiday and into mid-January, things have gotten fairly what we would say in balance. And that’s a little bit alarming considering that type of milk production growth. Ted Jacoby III: Why do you think that is? Is it just all the new capacity from all the new plants that have been built, or what else is going on? Gus Jacoby: Well, certainly in that western, upper Midwest and Southwest region, upstate New York as well, there’s been a lot of processing capacity that’s been added. So, those areas have been able to soak up that extra milk. I think milks travling a bit but I also think folks have found a little bit more efficient avenues to place the milk after dealing with some length over the past year [00:02:00] or so. But there’s a little bit of a question mark I have in the back of my mind as to how efficient we’ve been able to do so. Typically, when we have this kind of large growth, anything north of 4% is large, and large enough to be concerned about. But nonetheless, the processing capacity is significant. We don’t wanna discount that. But one can certainly wonder why in areas like the Mideast, where you haven’t really added a lot of production capacity here recently, why we aren’t seeing a bit more milk floating around. Ted Jacoby III: You think it’s just domino effect type things? Where, as milk is tighter in New York, so none of that milk is going into the southeast or into Appalachia, therefore it’s gotta be pulled from the Mideast? Gus Jacoby: Ted, that might be a part of it. I think domino effect is certainly going on here. There’s some areas of the country that don’t have enough milk because of that additional capacity we discussed. But having said all that, I think there’s some question marks out there right now as to why it isn’t a bit longer in certain parts of the country. Ted Jacoby III: What about some, I’ll call it non-traditional demand growth, and what I mean by that is things [00:03:00] like ESL or some of the protein drinks? It looks like there have been new brands showing up on the supermarket shelf lately. Gus Jacoby: If you’re alluding to areas like UF milk or high-protein fluid products there is certainly a lot of demand in that Class I, Class II segment of our industry. Add in the fact that you have a lot of demand for fortification solids for cheese plants, skim can seem a little bit tight right now, and there’s some logic behind that, but I don’t think there’s enough ultra filtration capacity right now to satisfy demand. So, if milk is going in that direction, there isn’t enough UF units out there, I think, to fill that void. And I wouldn’t say that’s the reason why we’re tightening up milk supplies by no means. In some parts of the world, yes, that might be the case, but that’s pretty small in the grand scheme of things. Ted Jacoby III: On the fluid side, is skim solids slash dairy protein tighter than the butterfat side? Gus Jacoby: Absolutely it is. Yes. I don’t think there’s any question about that. You’ve got two things driving [00:04:00] that. Too much butterfat requires cheese plants to gather more fortification solids, and the demand for protein right now is through the roof. You’re gonna have it hit from both sides and they’re hitting pretty strong. Ted Jacoby III: Could that extra skim solid slash dairy protein demand be what’s tightening up the milk market? Are we seeing it, for example, in lower cream multiples? Gus Jacoby: There still is plenty of cream around, to answer that question directly. I just don’t think there’s enough UF processing capacity at this moment in time to say that it’s tightening milk by any means. Ted Jacoby III: Could it be cheese plants taking the milk directly off the farm but spinning off a lot more cream? Gus Jacoby: I would say some of that is gonna go on. Yeah. ’cause there’s not enough fortification solids to be had, or at least not at the price the cheese plants are gonna be happy with. Cheese plants, even though they might prefer UF at times, they’ll take different types of skim solids and that certainly will tighten up that skim side of the market. That, combined with the fact that the protein sector is short, certainly you’re gonna have that element in our [00:05:00] market right now. I just think there’s enough milk out there, Ted, and not enough protein, isolation capacity of any sort to be the main reason as to why you’re not as long on milk as you think you should be. Ted Jacoby III: You know, I’ve had a theory going for a little while that all this extra capacity we’ve added, a lot of it is cheese capacity, and I feel like this time around, we’ve just transferred where we’re feeling the length. We’re not necessarily feeling the length in milk like we usually do. Instead, there’s enough processing capacity to get all that milk and to make cheese out of it. And therefore, we’re seeing the length in cheese, and we’re seeing the length in butter. And that’s why those two markets have been under so much pressure lately, whereas the milk market seems to be in balance. We’ve just moved down the supply chain a little bit where the length is manifesting. Does that make sense? Gus Jacoby: A little bit? Yeah. Mike Brown: It Does Make sense. Where you have new plants, they wanna be full. They’re cheese plants. They’re gonna try to fill those plants with milk to the extent they can market product, which is becoming a [00:06:00] concern as we see the CME cheese price continuing to drop. We’re also reaching a point when fat is very high, you can’t afford to fortify cheese vats because your skim solids price is high relative to fat. Right now everything’s kind of low, but powder relative to cheese, is as high as it’s been in quite a while. If you have revenue from waste stream, fortifying with nonfat or skim solids makes a whole lot of sense. But if you’re paying that full price for the casein portion of that skim, it gets closer again now too. It’s a little different situation than it’s been in a while. I don’t think Gus could be any more right about the need for more ultra filtered capacity. I’m just curious where it’s gonna show. Because the demand certainly seems to be there. Ted Jacoby III: If there’s one place where I think maybe we’re underestimating demand, it’s in that ESL protein space. And I agree with Gus, there’s probably not enough capacity to really manifest all of that resting demand or untapped demand, but I bet we’re maximizing that supply chain everywhere we can, especially given what we’re seeing in the whey protein [00:07:00] market right now. And it doesn’t show up in the data really clearly. You’re up four and a half percent in milk. Some of that is, we’re still measuring against weakness and we’re measuring against the bird flu outbreak that was happening a year ago. I just think there’s also some demand there possibly in that space that isn’t really showing up in the data in a way that makes it clear to everybody we’ve got some good demand in a couple of places. Having said that, I also think we’ve got more than enough cheese right now. We’ve got more than enough butter right now. But in both cases, and I’m gonna throw this at Joe I don’t think the inventories, at least what’s showing up in the cold storage data is telling us the inventories are burdensome yet. And that might just be when we are in the calendar, but it could just be we’re finding new places for demand. Joe, what are your thoughts? Joe Maixner: Yeah, inventories are definitely not burdensome right now. We’re coming off of pretty good draw down over the holiday season. Obviously, we’re really early into the inventory build period. But demand overall, coming back from [00:08:00] the holidays here, has been pretty strong out of the gate for the New Year. Everybody’s coming back to the office. They’re seeing these very depressed prices. And there’s been a lot of interest in both spot volume, building up some inventory on some spot buys, as well as some additional contract volume for the remainder of the year. So, going back to your comment on inventories, the one thing we always have to keep in mind with looking at cold storage is that number is all types of butter sitting in warehouse inventories. When it comes to pricing, the only thing that matters is 80% CME eligible bulk. We still have a fair amount of salted bulk, especially the older production, in people’s hands, and that has been showing up in the marketplace. A lot of that’s because there was not a lot of micro fixing for the holiday season. Cream was plentiful. People were making plenty of product outta fresh cream as opposed to reformulating that older butter into the retail pack. I think that there’s not a lot of fresh production being made right now [00:09:00] in the salted variety. We could see a nice little price pop here in the coming months once that older product becomes ineligible on the CME. Ted Jacoby III: It’ll be interesting to watch. It’s funny, I think there’s some interesting similarities, not with the old crop, new crop issue, but just some similarities on the cheese side. There’s an old saying about an anticipatory bull market where people start driving up the price ’cause they’re afraid of not having product tomorrow. This just feels like an anticipatory bear market where the inventory levels in cheese aren’t saying that we’ve got a massive amount of length and oversupply of cheese. But you can’t help but wonder if the reason the price is so low is because there is no one out there, both because they’re looking at their forecasted demand for their product and they’re looking at the forecasted milk supply, there’s just no one out there who has any worry about being able to get the cheese they need tomorrow. And so there’s no reason for them to go out there and buy the cheese today and tie up their capital when they’re pretty confident they’re gonna be able to get it tomorrow, maybe even at a lower price. And I get the feeling that there’s some similarities [00:10:00] in the butter market, too. But let’s switch over to the powder side. We’ve been talking about the strength in the protein market for a while, but lately we’ve been seeing some strength in the nonfat market. Diego, is that real strength is that long-term strength? Have we found a bottom in nonfat, what’s going on there? Diego Carvallo: Ted, it’s a very, very interesting question. It’s something everybody’s discussing and commenting about, right? The nonfat market feels like it’s way tighter, the spot market, than what most people were expecting. Right. And the funny thing is everybody has a different theory on what could be happening. We’re not sure what’s gonna happen in the coming months, but there’s definitely a few theories on why this market could be tight and why we’re seeing this kind of short covering rally that we saw in the past two weeks. There’s theories about more UF capacity in areas like the Midwest, which is creating a premium for that product in that region. There’s also theories of some plants in California [00:11:00] mainly being down during the months of November and October, which could have also created a shortage of product that needed to be delivered. Some point also to Mexico or the domestic market stepping in when prices reach the $1.10 or $1.15s and buying decent volumes. But the fact of the matter is, market is a little bit tighter, way tighter than what most anticipated at this period. At the same time, most people are expecting because of ample availability of milk in regions like California, that the market is gonna have to start building inventories because we are, I don’t know, 15 cents or 20 cents higher per pound than Europe. So we’re definitely not gonna be able to export a lot of product to Asia, to the Middle East, or to even Latin America at these prices. So, yeah, the market is tight, but the medium-term outlook is still that we’re gonna [00:12:00] see plenty of pressure. Ted Jacoby III: Any difference in price right now between skim milk powder and nonfat dry milk? Diego Carvallo: That differential between the two has shrank has been smaller because if you talk to most plants in California, everybody’s running nonfat at full capacity. Their plants are almost all of them at full capacity and nobody’s making skim this time of the year. It’s a throughput matter. They try to make as much nonfat as possible when they have plenty of milk. Ted Jacoby III: Interesting. You’d think if prices were going up in the U.S. but not going up in Europe, it would widen, but it’s actually shrinking. That’s wild. Diego Carvallo: Exactly. Yep. And with the U.S. making a lot of nonfat, all of that is gonna go into NDPSR, there should be pressure. At the same time, this week we have the ONIL tender, which most of the market is expecting a result and following it closely because if Europe doesn’t sell that tender, they’re gonna have more product and more pressure on their product. Ted Jacoby III: Makes sense. [00:13:00] Well, Europe’s had some surplus milk as well. Is it possible this market in the U.S. is popping because some of the European traders want it to pop so they can make sure that they clear the excess European product? Or am I just being a conspiracy theorist? Diego Carvallo: I would probably bet a little bit on that conspiracy theory. It could be. It could be possible, Ted. Who knows. Ted Jacoby III: Got it. All right. Sounds good. Josh, what’s going on in the whey market? We just keep talking about tight. Has anything changed? Josh White: No. It remains pretty tight. I think the whey protein demand seems strong. I will say coming into the year I’ve seen more product trade on the spot market, which is interesting. But the tale or the storyline is that that spot trade is still met with good demand and those prices are all still higher than the first quarter negotiated prices to many of the large users, meaning that there’s still good demand at these high prices, and the consumer hasn’t even seen these high prices yet. So it seems like it’s the same in Europe. First quarter is pretty much locked. Second quarter maybe there’s more vulnerability, but at the moment, I think that the [00:14:00] majority of the market would bet that we remain firm through the second quarter maybe even see some higher prices. I think what’s interesting if you look at the market is on the sweet whey powder side, you’ll have Europeans even comment that the whey market is a little bit firm, but they’re quite a bit lower than our price right now. And if you look at the forward futures prices, we have a classic short market. It’s inverted. It’s significantly inverted. And it’ll be curious to see if we really have that much additional sweet whey powder to either move the prices lower or we get enough demand pushback and reformulation to result in some extra product being available. But at the moment, across most of the whey complex it’s fairly firm, which I think tells the story. I mean, we went through the northern hemisphere’s lower milk production months, albeit we’re reporting really high year-over-year numbers, as you commented, compared to bird flu of a year ago in the West. People have had every incentive to place milk in any utilization other than butter and powder over the last few [00:15:00] months, and the market seems to be doing that. In addition to all of the other little comments, it feels like consumers knew that and really ran their supply chains pretty thin. And coming out of the holiday period, there is some short covering happening. Whether that’s just a derivative, speculative position short covering, physical short covering, it’s happening. In addition to that, when we look at the U.S., you can’t paint with a broad brush. The west seems to be running a lot of powder. The Midwest is not. And so that’s created a little bit of a tight situation here. So when you add the demand in Mexico for nonfat you add Midwestern pipeline filling, it’s enough that our spot market is carrying a really big premium to the rest of the world. We’ll see if that can continue as our daily milk production increases seasonally, both here and in Europe. I think that as that continues, as milk goes up, does that directly translate to butter and powder production going up? I would argue at least on some of these products, we know that the [00:16:00] WPI dryers are full. We know the WPC 80 dryers are full. I suspect that the MPC dryers are full and all of the fluid products going into those Class II products are probably full. So we’ll see if the market can handle the seasonal ramp up in production or not. And arguably, I think that’s what most of us are expecting. We’re expecting that we’ve still got plenty of milk. Then that’s gonna have some price pressure. But I also would comment that if we look back over the past few months, demand has been quite good. Global demand has been quite good. The question is, will it continue to be quite good or did we do a lot of buying in the late third quarter and early fourth quarter to refill the global pipeline? Things like Chinese New Year buying things like Ramadan buying and others, and are we gonna be met with an air pocket in demand as we start this year? Don’t know yet. The protein demand isn’t just in dry proteins or in UF for fortified milk. Mike Brown: It’s in yogurts. It’s in cottage cheese. At the same time, ice cream’s lackluster, sour cream is no better. And so that demand for [00:17:00] protein goes beyond just ingredients. On the whey side, boy, we’re gonna have to see a real shift in whey protein prices, wouldn’t we, Josh? We all know those dynamics can shift, but we’re a long ways from that. Other thing in California has got so much milk, they’re running everything full. If you look at anyone you talked the point made earlier, they can’t make SMP right now.They can’t, they are that full to the tilt. In fact, some of them are putting in production control programs again because they’ve got so much milk. Will milk move around, particularly if you can’t find a home for cheese no matter what the price is? Ted Jacoby III: The fact that California’s already running full and it’s the middle of January, which means we probably have at least a month and a half until they hit the peak of their flush. Mike Brown: Absolutely. Ted Jacoby III: That’s a Little bit concerning to me. Mike Brown: Yep. It, it should be to everyone and their spot prices show it. Cream’s been bad, and even the Midwest Class III spots are weak, but part of that’s because the cheese market’s weak. And that lag in Class III, which isn’t picked up in that weekly CME price until next month at the earliest. There’s signs that we’re seeing some shifts in the three four spread. We keep this up, [00:18:00] Ted, it’s gonna go away. Yeah. That may change where milk ends up. Ted Jacoby III: Yep. Diego Carvallo: I have a quick question, Ted. Where do you expect this extra milk in California to end up, because it seems it’s very early. I’m already hearing a lot of milk dumping in California. It seems like we’re at capacity in California. What’s the natural spill over for that milk? Ted Jacoby III: I’ve got two thoughts, but I wanna ask Gus a question first. Gus, if there’s one place where there might be extra UF capacity, would it be in California? Gus Jacoby: Perhaps, but probably not. Relative to demand. It’s limited pretty much all over the country. Ted Jacoby III: Okay. So what I’m gonna answer, in Diego’s question, first and foremost, we’ve lost a lot of milk in the Northwest. Yes. So I wouldn’t be surprised if it heads north on Interstate 10 and ends up in one of those plants in the state of Washington. That would be my first guess. My second guess would be the reason that I asked that question of Gus is they keep the butterfat in California and make butter out of it. Then they ship the UF milk to a cheese plant in the [00:19:00] southwest to extend the cheese yields there. If I were to guess it would happen in one of those two ways. Mike Brown: Diego, what you’re describing is exactly why they’ve put some production quotas back in California because they know it’s gonna get worse. And it makes perfect sense . To me, it’s gonna end up wherever the landed price is the best. On fat capacity, if California has the room to process fat, it’s gonna be in their best interest to process it. ’cause the people that buy surplus fat, outta California, that’s some of the lowest multiples in the country. Even when markets are tight. They’re not gonna wanna send that fat to Utah, Nebraska, or Washington State, or anywhere else if they can process it locally and store it. ’cause it’ll be just moving less water, it’s gonna be mm-hmm. To their benefit. And to Joe’s point. Butter markets are reasonably sound. I mean, they’re lower, but it doesn’t sound like we’re over big supply yet. But one thing we haven’t talked about much is that I think a lot of this price is gonna depend on if we keep exports strong. And that’s one of the big questions we all have. Are they gonna stay? I mean, certainly I think, Joe, listening to you talk, that’s helped a lot in [00:20:00] butter because we’re moving more than 82 overseas and we’re making more of it. On the cheese side. I’m hearing from some of the big cheddar guys that they’re still exporting cheese and relieved to do that. Prices are of course lower, but to me that’s really key. Particularly for products that aren’t as storable as powder. What are those trade markets gonna be? That may impact, where milk goes. Because even if cheese is a buck 30, if you sell it for 30 under, ’cause you have an oversupply, you’ve lost money. So that’s not something you’re gonna wanna do. Ted Jacoby III: All right. Well if I were to summarize really quickly what we’re seeing out there, I would say on the milk side, milk is clearing, which feels a little bit surprising given that we’re up 4.5%, but it’s probably due to all the extra capacity we have out there. However, on the butterfat side cream is long. Butter is long. And while we may get a new crop, old crop pop, the length probably will never fully go away. It just may be how the butterfat’s being processed and maybe we’ll have a temporary tightness in salted 80%. On the cheese side, we’re making a lot of cheese and we’re building inventories. [00:21:00] Mozzarella is feeling longer than cheddar because you can’t store mozzarella, whereas you can park cheddar in a warehouse if you want to, and that’s probably exactly what’s going on in the beginning of this year. Yes, we’ve got some exports but exports are not greater than they were at this time last year, though they may be at comparable levels, at least right now. But there seems to be a concern that that’s not sustainable like it was last year. On the nonfat side, that’s where we have some surprising tightness and we’re watching that market and we are watching it closely because there seems to be conflicting supply and demand indicators regarding where that tightness is coming from. And so our real big question is how sustainable this current tightness is. And on the whey market, whey market is strong. It’s been strong, it continues to be strong, and we haven’t really seen anything yet to change that narrative. And that in general probably sums up our dairy markets. I’m gonna ask everybody one lightning round question. What is one widely repeated dairy market narrative that you [00:22:00] think is wrong right now? Mike, I’m gonna start with you. Mike Brown: I think if there’s anything that is wrong or uncertain is how quick the response is gonna be to really, really low prices on milk supply. I still think we’re gonna take a while to back down and the folks that have really invested in and figured out the beef market are gonna be strong, but people that haven’t done that are gonna really get pummeled. So I think that’s it. How quick will we respond to the lower milk prices? How quick will market respond? It could be quicker than we think. Ted Jacoby III: You think it’ll be quicker. Mike Brown: I think it could be quicker. And I’m a good economist. I’m not gonna say it will, I’m gonna say it could, but yes, I think it could be a little quicker. Particularly with beef, with cull prices so high, there’s incentive to liquidate herds if you don’t wanna milk cows anymore right now. I’m not talking the 10,000 cow herds. I’m talking the smaller Midwest herds. Ted Jacoby III: You got it. Gus, what about you, one widely repeated dairy market narrative that you think is wrong? Gus Jacoby: I always have contrary perspectives on things. I don’t know what to tell you except, back to what I said originally. [00:23:00] Milk is just simply even with high growth production numbers, it’s not as long as some people might think in areas of the country where we haven’t added too much pricing capacity. All right. Sounds good. Diego, how about you? Diego Carvallo: I would say a lot of people are expecting farmers to be losing money at this level, and I think that’s wrong. Ted Jacoby III: They’re still making money. Diego Carvallo: Or maybe breaking even. Ted Jacoby III: All right. I like that one. Joe, how about you? Joe Maixner: I’m gonna buck Diego’s thoughts. I’m gonna go off a nonfat trend. I think that the nonfat market’s gonna continue to trend higher this year as opposed to fall back off. Ted Jacoby III: That’s a good one. That’s a good one. I will struggle with that one, but more power to you. Josh, how about you? Josh White: “This time’s different.” I don’t think this time’s any different than the prior times. I think it’s all perspective. Prices are gonna do what prices do to demand eventually. I realize that we have nuance to our markets, particularly with whey proteins, GLP-1 inspired demand, things like that. But I don’t know that I’m a subscriber to “this time’s different.” Ted Jacoby III: All right. Well, I’ll go ahead and venture mine out there, and I’m gonna have fun with it because I’m gonna [00:24:00] take the exact opposite side of the aisle from Mike and Gus, and I’m gonna say, I actually think this particular drop in prices is gonna last longer than the traditional six months. Usually you see it takes about six months for a market to bottom out and some of dairy farmer habits to change and see the market going back up. But I’m actually on the side of Diego. I think dairy farmers at this price are even still making money because they’re getting so much money from breeding to beef and in some cases from selling their manure. And as a result, their balance sheets will remain healthy. And they’re not gonna be under pressure to exit and sell their cows. I also believe that high beef prices have the inverse effect of what you would expect. And they don’t mean people will sell more cows. It actually means they’ll sell less because dairy farming’s a way of life. And so they’re gonna sell fewer cows to stay cash flow positive rather than more. And so I actually think that this one’s gonna take a lot longer than six months to adjust, but I think what’s really healthy is the fact that we have a diversity of opinions here, which means nobody really knows what’s gonna happen next. Alright guys, I thought [00:25:00] this was a great discussion. And, as it always is in the dairy industry, may we live in interesting times and this one’s not gonna be any different, is it? So thanks everybody for listening in. Great discussion today. Guys, thanks for joining us. Mike Brown: Thank you. Josh White: Thank you guys.

President Trump has pledged his support to the Iranian protestors fighting to overthrow the theocratic regime that has run their country for the past 40+ yearsDoes this risk the US getting into a war with Iran?To address, RANE's Mideast analyst Ryan Bohl joins us for this livestream where he'll provide his latest assessment of the situation and take live audience Q&A#iran #iranprotests #war _____________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

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In Minnesota, President Trump threatens to use the Insurrection Act to send in troops while ACLU files suit on behalf of some detainees. Gulf official says several Mideast states urged Trump not to attack Iran. Over a dozen former NCAA players and fixers charged over rigged basketball games. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

This is a free preview of a paid episode. To hear more, visit www.stateoftelaviv.comOur first episode of Season 4 (FOUR!!!) kicks off with a tour de force featuring State of Tel Aviv and Beyond regular contributor , Lt. Col. (Res.) Jonathan Conricus. We spoke longer than usual because there is so much going on, and we just went with a relaxed New Year's Day vibe. This episode is divided into three sections: Part 1 deals with the entren…

As work continues on finalizing a peace deal in Gaza, Nick Schifrin discussed the latest with two News Hour regulars, David Makovsky of the Washington Institute for Near East Policy, and Hussein Ibish of the Arab Gulf States Institute. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Global antisemitism is no longer hidden. It is violent, organized, and spreading across the world at an alarming pace. In this episode of MidEast & Beyond, Amir Tsarfati and Pastor Barry Stagner expose the shocking rise of antisemitic violence, terror attacks, and ideological hatred targeting Jewish people worldwide, from Australia and Europe to the United States. This conversation goes beyond the headlines, connecting today's events to Bible prophecy and revealing why these developments are not random and why Scripture warned they would occur in the last days.Connect with us on social:Telegram: @beholdisraelchannelInstagram: https://www.instagram.com/amir.tsarfati/Facebook: https://www.facebook.com/beholdisrael/X: https://x.com/beholdisraelYouTube: https://youtube.com/@beholdisrael

This is a free preview of a paid episode. To hear more, visit andrewsullivan.substack.comShadi is a Washington Post columnist and a senior fellow at Georgetown University's Center for Muslim-Christian Understanding. He runs a substack with Damir Marusic called Wisdom of Crowds, and his new book is The Case for American Power. It's the third time Shadi has been on the Dishcast. We hashed out the National Security Strategy and the future of US leadership in the world, if any.For two clips of our convo — on Bush's idealism leading to anarchy in Iraq, and whether Trump's amorality is stabilizing the Middle East — head to our YouTube page.Other topics: Shadi raised with a mixed identity (American/Muslim/Arab); both parents from Egypt where he spent summers; the reinvention of immigrants; the peace and prosperity of the ‘90s; our innocence shattered on 9/11; external and internal jihad; religion in public life; the Koran; blasphemy laws in the UK; Charles Taylor and the loss of enchantment; political cults like MAGA and SJW; Deneen and other post-liberals; Obama's realism in the Mideast; the Arab Spring; Islam's tension with liberalism; how Israel undermined Obama; the settlements; Gaza; Muslim views of women and gays in the West; the US intervening in Bosnia, Kosovo, and the Persian Gulf; oikophobia; elites opening up China and creating a rival; Taiwan; Russia after the USSR; the invasion of Georgia and Crimea; the Syrian war and refugee crisis; the war in Ukraine; Vance in Munich; and Trump's pressure on NATO to arm itself.Browse the Dishcast archive for an episode you might enjoy. Coming up: Simon Rogoff on the narcissism of pols and celebrities (from Diddy to Churchill to Trump), Laura Field on the intellectuals of Trumpism, Arthur Brooks on the science of happiness, Vivek Ramaswamy on the right's future, and Jason Willick on trade and conservatism. Please send any guest recs, dissents, and other comments to dish@andrewsullivan.com.

Thousands of Syrians took to the streets this week to mark the first anniversary of the Assad regime's collapse. There has been a string of historic firsts including President Donald Trump hosting interim President Ahmed al-Sharaa in an unprecedented White House visit. Now, what does the war torn country look like, and more importantly what does their future look like? FOX's Eben Brown speaks with Ahmad Sharawi, Mideast research analyst at the Foundation for Defense of Democracies (FDD) and Syria specialist, who says there has been some positive reestablishment of diplomacy with the United States and others, there still needs to be more unification amongst the Syrians. Click Here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices

Israel's northern border heats up as Hezbollah ignores the deadline to disarm, prompting the IDF to prepare for decisive action. Amir and Barry unpack breaking developments in the Middle East, including Netanyahu's legal battle, the Iranian Ring of Fire strategy, and shocking AI propaganda from Hamas. Plus, what's behind Israel's nationwide drill for mass Jewish immigration and what it says about rising global antisemitism.Connect with us on social:Telegram: @beholdisraelchannelInstagram: https://www.instagram.com/amir.tsarfati/Facebook: https://www.facebook.com/beholdisrael/X: https://x.com/beholdisraelYouTube: https://youtube.com/@beholdisrael