Podcasts about mideast

region that encompasses Western Asia and Egypt

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Latest podcast episodes about mideast

Behold Israel
MIDEAST & BEYOND: IRAN'S ULTIMATUM EXPLAINED & EPSTEIN FILES = 2 TIMOTHY 3:13

Behold Israel

Play Episode Listen Later Feb 11, 2026 72:40


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

PBS NewsHour - Segments
Mideast experts on what Israel wants from U.S.-Iran nuclear discussions

PBS NewsHour - Segments

Play Episode Listen Later Feb 11, 2026 6:59


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

Intelligence Matters: The Relaunch
The Lurking Escalation with Iran & the Future of the Mideast: Tamir Hayman

Intelligence Matters: The Relaunch

Play Episode Listen Later Feb 11, 2026 48:02


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.

Antiwar News With Dave DeCamp
Trump May Send Another Aircraft Carrier to Mideast, US To Send 200 Troops to Nigeria, and More

Antiwar News With Dave DeCamp

Play Episode Listen Later Feb 11, 2026 30:02


Support the show: Antiwar.com/donatePhone bank for Defend the Guard: https://defendtheguard.us/phonebankSign up for our newsletter: https://www.antiwar.com/newsletter/

PBS NewsHour - World
Mideast experts on what Israel wants from U.S.-Iran nuclear discussions

PBS NewsHour - World

Play Episode Listen Later Feb 11, 2026 6:59


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

Behold Israel
MIDEAST UPDATE: THE PROPHETIC CLOCK IS TICKING – AMERICA, IRAN, RUSSIA, AND THE NEXT WAR

Behold Israel

Play Episode Listen Later Feb 4, 2026 49:10


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

Intelligence Matters: The Relaunch
US-Iran Summit - Taming Mideast Volatility: Gregory Brew

Intelligence Matters: The Relaunch

Play Episode Listen Later Feb 4, 2026 41:56


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. 

Millennial Media Offensive
MMO #205 – Effective Peon

Millennial Media Offensive

Play Episode Listen Later Feb 4, 2026 172:05


The American System and it's implications.......   Producers for MMO #205   Fiat Fun Coupon Producers Emily the Fed Ethan C Susan A. Naillord of Gaylord   Booster Producers trailchickenfountain.fm | 20,000 | BAG DADDY BOOSTER! boolysteedfountain.fm  | 2,222 mrhfountain.fm     | 1,000 NostrGangfountain.fm  | 111   Creative Producers: Episode Artwork Eli the Coffee Guy End of Show Song Song: Skyebrows - (6) Million Amelia's (FedPill Bootleg Overhaul Remix + Original Visualizer) Artist: Global Fedpilled Industrial Complex   Follow Us: X/Twitter MMO Show John Dan Youtube (while it lasts) MMO Show Livestream Rumble MMO Show Livestream Twitch MMO Show Livestream   Shownotes: Dan's Sources Trump's Fed Chair Pick: What Kevin Warsh Brings to the Federal Reserve Why Trump Picked Kevin Warsh To Lead The Fed Kallas denies rift between NATO and EU, rejects calls for a European army Paris prosecutors search French offices of Elon Musk's X Iran signals willingness to negotiate with US amid regional tensions • FRANCE 24 English Trump says India agreed to stop buying Russian oil | DW News Trump vs. Wall Street: The "Republican New Deal" Begins Henry Clay and the American System Costa Rican president galvanizes right-wing base to vote for successor Laura Fernandez | DW News Germany’s nuclear deterrence debate just escalated – what Merz said and what it means | DW News Trump's Fed Chair Pick: What Kevin Warsh Brings to the Federal Reserve Why Trump Picked Kevin Warsh To Lead The Fed   John's Shownotes   China            Chinese General Ousted F24   Syria            Al Julani Meets w Putin   Iraq            Who is Nouri Al-Malaki AJ   Mid East            Hussein Aboubakr Mansour on Mid East   Elections            Fulton County Setup ABC            Gabbard Presence in Georgia FBI Raid CNN            FBI DNI Raid Fulton MS NOW            Voter Suppression Democracy Now   Guthrie Missing            Guthrie Missing Tuscon

5 in 5 with ANZ
Tuesday: Oil falls 5% as Mideast tensions ease

5 in 5 with ANZ

Play Episode Listen Later Feb 2, 2026 9:59


Oil falls 5% as tensions ease in the Middle East, and gold falls again, although by much less than in previous days. Silver bounces. The Reserve Bank of Australia (RBA) is expected to hike today. And Australian job ads grow the most in four years. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

CNBC's
Apple Reports Results… And Crude Climbs Amid Middle East Tensions 1/29/26

CNBC's "Fast Money"

Play Episode Listen Later Jan 29, 2026 43:36


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.

State of Ukraine
Can Mideast peace be treated like a business deal?

State of Ukraine

Play Episode Listen Later Jan 29, 2026 10:01


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

Behold Israel
MIDEAST & BEYOND: EZEKIEL PROPHECY IN MOTION - IRAN, TURKEY, AND THE FUTURE OF ISRAEL

Behold Israel

Play Episode Listen Later Jan 28, 2026 55:51


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 Audio Stories
A month after Iran protests began, worry pervades Mideast over possible US strike

AP Audio Stories

Play Episode Listen Later Jan 28, 2026 0:59


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

Hot Off The Wire
Man wounded after exchanging gunfire near US-Mexico border

Hot Off The Wire

Play Episode Listen Later Jan 28, 2026 24:45


On today's episode: Man wounded after exchanging gunfire with Border Patrol agents near US-Mexico border. Man arrested after spraying unknown substance on Rep. Ilhan Omar at Minneapolis town hall. Federal Reserve may keep rates unchanged for months as economy shows signs of health. A private plane crashes in western India and kills a deputy chief minister and 4 others. Bitter cold grips the eastern US as winter storm deaths rise and power outages linger. Amazon cuts about 16,000 corporate jobs in the latest round of layoffs. Investigators say deadly midair collision near DC followed years of ignored warnings about traffic. 2 federal officers fired shots during encounter that killed Alex Pretti, DHS tells Congress. More 'No Kings' protests planned for March 28 as outrage spreads over Minneapolis deaths. Judge orders ICE chief to appear in court or risk contempt over denial of due process. Trump's immigration crackdown led to drop in US growth rate last year as population hit 342 million. ICE agents to have security role at Milan Cortina Olympics. TikTok settles as social media giants face landmark trial over youth addiction claims. Authorities accuse motorcycle and street gang members of targeting Indiana judge for assassination. Opening statements set in sex trafficking trial of 2 real estate agents and their brother. Wall Street sets a record while the US dollar's value slides again. UPS looks to cut up to 30,000 jobs this year. What travelers can expect as Southwest Airlines introduces assigned seats. A lengthy streak is snapped in a top college hoops clash, a close finish between NBA contenders, one American beats another and a top star moves to the Australian Open quarters, an NHL milestone is matched, a Pro Football Hall of Fame snub, Buffalo and Pittsburgh hire coaches and a star QB transfers in college football. A month after Iran protests began, worry pervades Mideast over possible US strike. South Korea's former first lady sentenced to 20 months in prison for corruption. French ex-senator sentenced to prison for drugging fellow lawmaker in order to sexually abuse her. Russian drones kill 3 and wound children in Ukraine as Zelenskyy urges speedier diplomacy. French lawmakers approve bill banning social media for children under 15. —The Associated Press About this program Host Terry Lipshetz is managing editor of the national newsroom for Lee Enterprises. Besides producing the daily Hot off the Wire news podcast, Terry conducts periodic interviews for this Behind the Headlines program, co-hosts the Streamed & Screened movies and television program and is the former producer of Across the Sky, a podcast dedicated to weather and climate. Theme music The News Tonight, used under license from Soundstripe. YouTube clearance: ZR2MOTROGI4XAHRX

The Paul W. Smith Show
Focus With Paul W. Smith ~ January 27, 2026 ~ Full Show

The Paul W. Smith Show

Play Episode Listen Later Jan 27, 2026 70:51


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.

The Paul W. Smith Show
US Moves Carrier Into Mideast Remains of Final Israeli Hostage Returned

The Paul W. Smith Show

Play Episode Listen Later Jan 27, 2026 6:55


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.

Israel News Talk Radio
Getting Ready For War! - The Tamar Yonah Show

Israel News Talk Radio

Play Episode Listen Later Jan 26, 2026 59:25


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

Stand Up For The Truth Podcast
David Holland: Global Smackdown – US v Globalists

Stand Up For The Truth Podcast

Play Episode Listen Later Jan 23, 2026 55:16


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

Stand Up For The Truth Podcast
Headlines: Waiting for that Proverbial Shoe to Drop

Stand Up For The Truth Podcast

Play Episode Listen Later Jan 21, 2026 55:35


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.

The Times of Israel Daily Briefing
Day 838 - US amasses firepower in region amid Iranian tension

The Times of Israel Daily Briefing

Play Episode Listen Later Jan 21, 2026 18:41


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.

The Times of Israel Daily Briefing
Day 837 - Tragic deaths of 2 Haredi babies fuels fury against IDF draft

The Times of Israel Daily Briefing

Play Episode Listen Later Jan 20, 2026 29:58


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.

State of Tel Aviv, Israel Podcast
S4 E4. Michael Oren: If Iran Falls, Qatar is Next

State of Tel Aviv, Israel Podcast

Play Episode Listen Later Jan 19, 2026 15:33


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…

DUBAI WORKS Business Podcast
Qatar Oil Sale, Mideast Cyber Hacks, PIF IPO Moves & Clint Khan

DUBAI WORKS Business Podcast

Play Episode Listen Later Jan 19, 2026 37:28


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
New World Order: Canada on the World Stage with David Mulroney & Jennifer Welsh

The Herle Burly

Play Episode Listen Later Jan 17, 2026 79:20


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.

The Milk Check
The Market is Lying to Us

The Milk Check

Play Episode Listen Later Jan 16, 2026 27:01


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.

Thoughtful Money with Adam Taggart
SPECIAL REPORT: Is The US At Risk Of War With Iran? | Ryan Bohl, RANE

Thoughtful Money with Adam Taggart

Play Episode Listen Later Jan 15, 2026 71:35


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.

Antiwar News With Dave DeCamp
1/15/26: US Pulls Troops Out of Mideast Bases Amid Threats of Iran War, Senate Kills Venezuela Bill, and More

Antiwar News With Dave DeCamp

Play Episode Listen Later Jan 15, 2026 30:28


Support the show: Antiwar.com/donatePhone bank for Defend the Guard: https://defendtheguard.us/phonebankSign up for our newsletter: https://www.antiwar.com/newsletter/ 

World News Roundup
01/15/2026 | Evening Update

World News Roundup

Play Episode Listen Later Jan 15, 2026 6:18


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

State of Tel Aviv, Israel Podcast
S4 E1. Hamas. Gaza. Somaliland. Iran and the Mid-East.

State of Tel Aviv, Israel Podcast

Play Episode Listen Later Jan 4, 2026 52:04


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…

Security Walk With FJ
PODCAST | MidEast Review | Ep # 462 (Urdu)

Security Walk With FJ

Play Episode Listen Later Dec 31, 2025 67:40


PODCAST | MidEast Review | Ep # 462 (Urdu)

PBS NewsHour - Segments
Mideast experts analyze chances of Gaza peace proposal advancing

PBS NewsHour - Segments

Play Episode Listen Later Dec 29, 2025 7:51


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

Secure Freedom Minute
Work with the Trump Doctrine's Exemplar, Not Her Enemies - and Ours

Secure Freedom Minute

Play Episode Listen Later Dec 29, 2025 0:56


When President Trump meets Israel's Benjamin Netanyahu today, their conversation should reflect a fundamental transformation over the past year. Israel has emerged from a status some have described as a U.S. “protectorate” to an exemplar – and regional pillar – of the Trump Doctrine. It expects American allies to bear the principal burden of their own security, and – with U.S. material support – that of their neighborhoods, as well.  None does that more effectively than Israel. She has laid low her enemies and ours and is greatly enhancing our mutual interests in the eastern Mediterranean and Red Sea. Let's pray that the partnership thus forged between Messrs. Trump and Netanyahu will be further strengthened today and that, pursuant to the Trump Doctrine, this powerful bilateral alliance – not misbegotten deals with actual foes – will be the centerpiece of U.S. Mideast policy going forward. This is Frank Gaffney.

PBS NewsHour - World
Mideast experts analyze chances of Gaza peace proposal advancing

PBS NewsHour - World

Play Episode Listen Later Dec 29, 2025 7:51


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

PBS NewsHour - Politics
Mideast experts analyze chances of Gaza peace proposal advancing

PBS NewsHour - Politics

Play Episode Listen Later Dec 29, 2025 7:51


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

Kan English
Decommissioning IRA arms not a blueprint for Hamas in Gaza

Kan English

Play Episode Listen Later Dec 22, 2025 9:11


Disarming Hamas. Some have said that the decommissioning of arms by the IRA , the Irish Republican Army over two decades ago, could serve as a blueprint for disarming Hamas today. Then the IRA’s disarmament involved verified destruction of its arsenal followed by it being part of a power-sharing government in Belfast. Neville Teller ,Mideast correspondent for Eurasia Review, argues that the IRA model definitely does not fit when it comes to Hamas. (photo: AP)See omnystudio.com/listener for privacy information.

FDD Events Podcast
Is the Bondi Beach massacre Australia's wake-up call? | feat. Joel Burnie

FDD Events Podcast

Play Episode Listen Later Dec 19, 2025 23:51


IS THE BONDI BEACH MASSACRE AUSTRALIA'S WAKE-UP CALL?HEADLINE 1: The United States just slapped new sanctions on Iran's shadow oil fleet. HEADLINE 2: Israel, Greece, and Cyprus are mulling a military coalition to deter the Turks.HEADLINE 3: U.S. MidEast envoy Steve Witkoff is heading to Gaza ceasefire talks…. In Miami. ---FDD Executive Director Jon Schanzer provides timely situational updates and analysis, followed by a conversation with Joel Burnie, executive manager of the Australia/Israel & Jewish Affairs Council.Learn more at: fdd.org/fddmorningbrief---Featured FDD Pieces:"It's time for Brussels to designate Yemen's Houthis as a terrorist organization' - Behnam Ben Taleblu and Bridget Toomey, Euractiv"Mostly quiet on the Gazan front" - Clifford D. May, The Washington Times"How Turkey Props up Venezuela" - Sinan Ciddi and William Doran, The National Interest

Behold Israel
MIDEAST & BEYOND: GLOBAL ANTISEMITISM EXPLODES AS BIBLE PROPHECY UNFOLDS

Behold Israel

Play Episode Listen Later Dec 17, 2025 56:19


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

The Dishcast with Andrew Sullivan
Shadi Hamid On US Power And The New NSS

The Dishcast with Andrew Sullivan

Play Episode Listen Later Dec 12, 2025 53:07


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.

The FOX News Rundown
Evening Edition: Syria Marks A Year Since Assad's Fall

The FOX News Rundown

Play Episode Listen Later Dec 10, 2025 16:53


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

From Washington – FOX News Radio
Evening Edition: Syria Marks A Year Since Assad's Fall

From Washington – FOX News Radio

Play Episode Listen Later Dec 10, 2025 16:53


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

Behold Israel
MIDEAST & BEYOND: MIDDLE EAST ON EDGE, ISRAEL PREPARES FOR WAR

Behold Israel

Play Episode Listen Later Dec 3, 2025 60:16


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

The FOX News Rundown
Evening Edition: Top MAGA Influencers On 'X' Found To Be Foreign Based

The FOX News Rundown

Play Episode Listen Later Nov 24, 2025 14:53


This week, Elon Musk's social media platform 'X' announced they launched a new feature that makes it possible for users to view the country of origin of any account, and almost immediately, some of the most corrosive users claiming to be Americans have turned out not to be. The new feature revealed accounts claiming to be 'MAGA' and 'ULTRAMAGA' are based in Africa, Macedonia, India and the Mideast. What can we do to fight back against these massive information and misinformation operations aimed at our minds? FOX's Eben Brown speaks with Max Lesser, senior analyst on emerging threats at the Foundation for the Defense of Democracies' Center on Cyber and Technology Innovation, who explains the function of this new feature and what these foreign accounts aim to do. Click Here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices

C-SPAN Radio - Washington Today
Weekend Edition: Ban Individual Stock Trading by Members of Congress, Sale of F-35s to Saudi Arabia, and Chris Matthew's book "Lessons from Bobby."

C-SPAN Radio - Washington Today

Play Episode Listen Later Nov 22, 2025 32:37


In this weekend's episode, three segments from this past week's Washington Journal. First: A discussion with Investigative journalist Dave Levinthal about a new push to ban individual stock trading by Members of Congress – and whether HE thinks it'll finally pass. Then: Brad Bowman of the Foundation for Defense of Democracies takes a closer look at the Trump administration's promised sale of F-35s to Saudi Arabia – and how it COULD impact the balance of power in the Mideast. Finally: It's been over 50 years since the assassination of Robert F. Kennedy, but political commentator and author Chris Matthews says RFK's political influence can still be felt today. He joins us to talk about his new book "Lessons from Bobby." Learn more about your ad choices. Visit megaphone.fm/adchoices

Behold Israel
MIDEAST & BEYOND: IS THE MIDEAST CRISIS FULFILLING PROPHECY NOW?

Behold Israel

Play Episode Listen Later Nov 19, 2025 65:26


War in Lebanon, Gen Z, and the Truth about Israel.On this urgent update, Amir Tsarfati & Pastor Barry Stagner dissect the decision behind the recent F-16 air campaign and the critical implications of the conflict on Israel's northern border.Their discussion goes beyond the headlines to address the War of Information being waged against the next generation, including the concerning spread of antisemitism on digital platforms.What does this all mean for believers? Tune in for a powerful, two-pronged approach to understanding current events and empowering young adults (Gen Z) with a faith-based strategic vision.Preorder Until He Comes here:https://amzn.to/4oANNR7Connect 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

Behold Israel
MIDEAST & BEYOND: AMERICA AT A CROSSROADS - THE QUIET ISLAMIC TAKEOVER BEGINS

Behold Israel

Play Episode Listen Later Nov 5, 2025 56:15


As Israel faces deep internal turmoil and rising external threats, Amir Tsarfati and Pastor Barry Stagner deliver a powerful update on the shocking convergence of justice, war, and prophecy.In this week's MidEast & Beyond, they expose the Sde Teiman scandal rocking Israel's military justice system, uncover the truth behind Yifat Tomer-Yerushalmi's resignation and arrest, and report on the final battles in Gaza's last terror enclaves.They also discuss Hezbollah's growing threat in Lebanon, Iran's defiance after Haniyeh's assassination, and the creeping spread of Sharia influence across America's institutions—from the NYPD to the U.S. military.Preorder Amir and Pastor Barry's new Israel & Prophecy 365-day devotional, Until He ComesConnect 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 Dishcast with Andrew Sullivan
David Ignatius On Our Waning Republic

The Dishcast with Andrew Sullivan

Play Episode Listen Later Oct 31, 2025 48:12


This is a free preview of a paid episode. To hear more, visit andrewsullivan.substack.comDavid is a journalist and novelist. He's been at the Washington Post since 1986, serving as editor of the Sunday Outlook section, foreign editor, assistant managing editor for business, and now a foreign affairs columnist. He's also written 12 espionage thrillers — including Body of Lies, which became an A-list movie.For two clips of our convo — on the extrajudicial killings in the Caribbean, and calling out the Biden coverup — head to our YouTube page.Other topics: his dad a WWII vet who became Secretary of the Navy; leaving Harvard to live in Haight Ashbury; covering steel workers for the WSJ; covering the Mideast in the early ‘80s; witnessing the bombing in Beirut; espionage; his first novel turned down by every US publisher; Graham Greene a mentor as writer; his long friendship with Tom Friedman; the US as a unipolar power; the Clinton decade of coasting; the trauma of 9/11; Saddam's torture regime; the Iraq invasion; US torture and black sites; international law waning today; personality cults on the rise; Erdoğan; Trump's “emergencies”; going to war with Venezuela; Hegseth vs. the rules of engagement; the execrable Eddie Gallagher; IDF strikes and AI; Europe reclaiming its security; Putin's covert war against NATO; China and the tariff war; the abdication of Congress; Vought; when democracies become dictatorships; razing the East Wing; the media bubble; Dems unable to call out their failures; lawfare under Biden and Trump; and watching Slow Horses and The Diplomat.Browse the Dishcast archive for an episode you might enjoy. Coming up: Cory Clark on feminized culture, Mark Halperin on US politics, Michel Paradis on Eisenhower, Fiona Hill on Putin's war, and Arthur Brooks on the science of happiness. As always, please send any guest recs, dissents, and other comments to dish@andrewsullivan.com.

Behold Israel
MID EAST & BEYOND: JOKE OF A CEASEFIRE

Behold Israel

Play Episode Listen Later Oct 29, 2025 63:05


Amid the noise of ceasefire claims and political posturing, the truth on the ground tells a much different story. From mass genocide in Sudan to Hamas' disturbing manipulation of hostage remains, Amir Tsarfati and Pastor Barry Stagner expose the media silence and discuss the prophetic significance behind today's events.With in-depth analysis of the Gaza war, shifting global alliances, and the push for a new Middle East economic corridor, this episode pulls back the curtain on the real agenda and the spiritual battle for truth. Hard-hitting, honest, and urgent — a must-listen for anyone tracking Middle East developments and their prophetic implications.Preorder the new devotional Until He Comes now: https://amzn.to/4oANNR7Connect 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

Hell & High Water with John Heilemann
Dennis Ross: Mideast Momentum & The Long Hard Road to Peace

Hell & High Water with John Heilemann

Play Episode Listen Later Oct 17, 2025 82:40


John welcomes Dennis Ross, the longtime diplomat sometimes referred to as the Zelig of Middle East peace talks, to discuss the deal brokered by Donald Trump to end the war in Gaza. Ross—whose career at the center of U.S. foreign policy included stints in the Carter, Reagan, Bush 41, Clinton, and Obama administrations—explains why the significance of Trump's achievement shouldn't be diminished, even if his claim of delivering “the historic dawn of a new Middle East" is wildly premature; what will be required to build on this week's momentum and lay the foundation of a lasting peace between Israel and Palestine; and what lessons can be learned from the last time a breakthrough in the region seemed to be at hand—the failed Camp David Summit 25 years ago, in which Ross played a pivotal role. 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

The John Batchelor Show
2: HEADLINE: Released Palestinian Prisoners and Mideast Instability GUEST NAMES: Ahmad Sharawi, Bill Roggio SUMMARY: Ahmad Sharawi and Bill Roggio discuss the risks associated with Israel's release of nearly 2,000 Palestinian prisoners, including senior

The John Batchelor Show

Play Episode Listen Later Oct 15, 2025 4:30


HEADLINE: Released Palestinian Prisoners and Mideast Instability GUEST NAMES: Ahmad Sharawi, Bill Roggio SUMMARY: Ahmad Sharawi and Bill Roggio discuss the risks associated with Israel's release of nearly 2,000 Palestinian prisoners, including senior Hamas, Fatah, and Islamic Jihad figures. They argue these terrorists will likely rejoin militant movements, providing crucial replacement leadership. Concerns are raised about monitoring them, especially those deported to countries like Qatar or Turkey. The conversation also covers stability risks in Syria, particularly regarding ISIS and Turkish intervention. 1585 GAZA

Start Here
Israel's Hostages Come Home

Start Here

Play Episode Listen Later Oct 13, 2025 26:35


Israeli hostages return from Gaza, as President Trump travels to the Mideast to cement the end to the war in Gaza. Meanwhile, the president starts following through on a threat to lay off government workers. And an explosion at a Tennessee munitions plant leaves 16 people dead.  Learn more about your ad choices. Visit podcastchoices.com/adchoices